Estate & Trust Education Resources
Estate Planner Tapes Available at Cost to Students ($10 per audio session and $20 per video session).  The cost to non-students is $300 per session.

The following list shows the Estate Planners Video DVDs and Audio CDs available.
To purchase the Video DVDs and Audio CDs please call 1-415-896-1500.

Volume 1: Estate Taxes
Estate Tax Basics & The Exemption
Equivalent Amount
Principles of Estate Inclusion
Incidents of Ownership
General and Limited Powers of Appointment
Using the Bypass Trust
Sprinkle Powers in California

Faculty:
Joseph Strazzeri, Esq.
Steven Mancini, Esq.

Volume 2:  Tax Planning: Audits, Valuation and Funding
Administrative Tax Practice
Ruling Request Procedure
Introduction to Estate and Fiduciary Returns

Faculty:
David Peterson, CPA, Esq.
Ed Perry, Esq.

Volume 3:  Tax Planning: Income Tax & Ethics
Final Personal Return
Income Taxation of Trusts
Ethics in Tax Planning
Privilege and the Pre-Mortem Client Communication

Faculty:
David Peterson, CPA, Esq.
Peter S. Myers, Esq.
 

Volume 4:  Estate and Incompetency Planning
Wills

Faculty:
Scott Gunderson
Peter S. Myers

Volume 5:  Estate and Incompetency Planning
Trusts

Faculty:
Peter S. Myers
Scott Gunderson
 

Volume 6:  Tax Planning: QRPs and IRAs in California I
Retirement Planning 1

Faculty:
Steven Trytten
Peter S. Myers

Volume 7:  Tax Planning: QRPs and IRAs in California 2
Retirement Planning 2

Faculty:
Steven Trytten
Peter S. Myers

Volume 8:  Tax Planning: QRPs and IRAs in California 3
Retirement Planning 3

Basics of Intentionally Defective Irrevocable Trusts

Faculty:
Steven Trytten
Peter S. Myers

Volume 9:  Estate and Incompetency Planning: Marriage, Etc.
The Marital Deduction
QTIPs
QDOTs & Citizenship
Basics of Health Care Directives

Faculty:
Scott Gunderson, Esq.
Peter S. Myers, Esq.

Volume 10:  Estate Planning: POAs, Title and Property Taxes
Powers of Attorney
Powers of Appointment
Titling:
Custodianship Accounts
Multi-Party Accounts
Securities Account Titling
Property Tax Assessments & Reassessments on Transfer

Faculty:
Scott Gunderson, Esq.
Peter S. Myers, Esq.

Volume 11: Litigation: Creditor’s Rights (& Bankruptcy)
Exemptions
Fraudulent Conveyances

Faculty:
Anthony P. Fritz, Esq.
Peter S. Myers, Esq.

Estate Planning: Introduction to Generation-Skipping Transfers
Faculty:
W. Vito Lanuti, Esq.

Volume 12:  Elder Law/MediCal Planning
Medi-Cal Exempt Assets
Cost Recovery Issues

Faculty:
David Stevenson, Esq.

Volume 13: Ethics
Fiduciary Duty: Lawyers
Duties to Beneficiaries When Representing Fiduciaries
Multi-Disciplinary Practice & the “Practice of Law”
Marketing, Advertising and Solicitation
Client Files in Estate Practice
Disclosure of Attorney-Client Privileged Information to Successors-in-Interest
Required Disclosures of Attorney Work Product

Faculty:
Barry Finkelstein, Esq.
Peter S. Myers, Esq.

Volume 14: Tax Litigation
Faculty:
Edward Perry, Esq.

Test-Taking: Hypothetical Planning for Three Couples (1999 Exam)
Faculty:
Peter S. Myers, Esq.

Volume 15: Annuities & Intra-Family Transfers
Commercial Annuities and IRC 72u
GRITs, GRATs, GRUTs, QPRTs, SCINs and Private Annuities

Faculty:
W. Vito Lanuti, Esq.
Peter S. Myers, Esq.

Volume 16: Distribution Rights
Petitions to Determine Distribution Rights
Omitted (Pretermitted) Spouses and Children
Property of a Predeceased Spouse
Missing and Reappearing Persons
Spousal Set-Aside Petitions
Family Allowances
Probate Homesteads
Modification and Termination of Trusts
Appointment and Resignation of Fiduciaries

Faculty:
W. Vito Lanuti, Esq.
Peter S. Myers, Esq.

Volume 17: Disclaimers and Gifting
Disclaimers
Gift Basics

Stock Options

Faculty:
W. Vito Lanuti, Esq.
Peter S. Myers, Esq.

Volume 18: Advanced Insurance Planning
Community Property Issues in Using Irrevocable Trusts
ILITs
Crummey Rights
“Gift-Back” Rule
Hanging Powers
GST Planning With Insurance

Faculty:
Jon J. Gallo, Esq.
(with Peter S. Myers, Esq.)

            
 
Volume 19: Business Entity Planning (Family Limited Partnerships)
Discounting for Minority Interests
Family Attribution Rules
IRC 2701 et seq.
LLCs

Faculty:
Jon J. Gallo, Esq.
(with Peter S. Myers, Esq.)

Volume 20: Advanced Generation-Skipping Planning
Types of GST Transfers and Examples
GST Allocations Under the Old and New Laws
The Predeceased Lineal Descendant Rule
The ETIP Rule
Calculation Methods and the Inclusion Ratio

Faculty:
Jon J. Gallo, Esq.
(with Peter S. Myers, Esq.)

Volume 21: Charitable Remainder Trusts
Basics and Economics
Types of CRTs
Rules and Regulatory Requirements
Use of Special Independent Trustees
Appraisals

Faculty:
W. Edward Dean, Esq.
Scott Gunderson, Esq.

Volume 22: Charitable Entities
Family Foundations
Public Charities
Supporting Organizations
Donor-Advised Funds

Faculty:
W. Edward Dean, Esq.
Scott Gunderson, Esq.

 
Volume 23: Conservatorships & Guardianships
Estate & Person

Faculty:
Carlena Tapella, Esq.
Steven Dale, Esq.

Volume 24: Elder Financial Abuse
Faculty:
Peter S. Myers, Esq.

Special Needs Trusts (Benefit Planning)

Faculty:
Steven Dale, Esq.

Contracts to Make (or Note Revoke) a Will

Faculty:
Peter S. Myers, Esq.

Volume 25: Will and Trust Contests
Capacity
Undue Influence
Duress

Faculty:
W. Vito Lanuti, Esq.
Kevin Urbatsch, Esq.

Volume 26: Trust Administration - Part One
Faculty:
David Gaw, Esq.

Volume 27: Trust Administration - Part Two
Faculty:
David Gaw, Esq.

Volume 28: Trust Administration - Part Three
Faculty:
David Gaw, Esq.

Volume 29: Community and Separate Property Issues in Estate Planning
Faculty:
Sandra Blair, Esq.

Volume 30: Special Powers of Trustees
Administering Trusts Under Powers of Attorney

Spousal Management Procedures
Set-asides
Summary Administration in the Probate Court
Other procedures for Transfers:

Trust terminations
Termination of Joint Tenancy
POD accounts (include the Uniform POD Law)
Petitions for Instructions
Statutory Probate Proceedings
Deadlines and Timing Issues
Creditors’ Claims

Faculty:
Joseph Strazzeri, Esq.
Steven Mancini, Esq.

Volume 31: Fiduciary Duty in California
Principal & Income Act
Prudent Investor Rule

Faculty:
Joseph Strazzeri, Esq.
Steven Mancini, Esq.