Preparation for the Exam to become a Certified Specialist

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Live Course - One Location Only:  Downtown Los Angeles, July 29, 2009 at 9:00 a.m. to July 31, 2009 at 5:00 p.m. 

Day One:

Fiduciary Duty, Ethics, Wills, Revocable and Irrevocable Trusts (including Special Needs Planning), Title, Capacity, Community Property and Asset Protection

Day Two: 

Probate Procedures, Trust Administration, Conservatorships, Guardianships, Subtrust Funding and Allocation, Trust Income Tax, and Medi-Cal Planning / Elder Law

Day Three:

Estate Tax, Principles of Inclusion, GSTT, Charitable Trust Planning, Planned Giving, Insurance Trust Planning, Family Business Entities, Succession

 

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