| Availability | Module Title | Speaker | Credits | Duration | Course Details |
|---|---|---|---|---|---|
| Nov 21, 2025 @ 08:30 AM (PST) |
Annual Update: Recent Developments in Probate and Trust and their Practical Applications
|
Total Credits: 1.50 MCLE (Attorneys) , 1.50 Legal Specialization (Estate Planning) , 1.50 Legal Specialization (Taxation) , 90 CPE (Accountants) , 1.50 CFP (Financial Planners) , 90 CTFA (Trust and Financial Advisors) , 1.50 PFB (Fiduciaries) | 1 Hour 30 Minutes | More info » | |
| Nov 21, 2025 @ 10:20 AM (PST) |
Tax Considerations in Trust and Estate Dispute Resolution and Trust Modifications
|
Adam Ansari
Jeryll Cohen
|
Total Credits: 1.0 MCLE (Attorneys) , 1.0 Legal Specialization (Estate Planning) , 1.0 Legal Specialization (Taxation) , 60 CPE (Accountants) , 1.0 PFB (Fiduciaries) | 60 minutes | More info » |
| Nov 21, 2025 @ 11:30 AM (PST) |
Trusts in Transit: Is It Time to Move Your Trust To Another State?
|
Catherine Bott
Mark Doyle
|
Total Credits: 1.00 MCLE (Attorneys) , 1.00 Legal Specialization (Estate Planning) , 1.00 Legal Specialization (Taxation) , 1.00 PFB (Fiduciaries) | 60 minutes | More info » |
| Nov 21, 2025 @ 01:05 PM (PST) |
Checks, Balances and Best Interests—Ethics for Legal and Financial Professionals in Complex Cases
|
Total Credits: .5 MCLE (Attorneys) , .5 Legal Specialization (Estate Planning) , .5 Legal Specialization (Taxation) , .5 PFB (Fiduciaries) | 45 minutes | More info » | |
| Nov 21, 2025 @ 01:55 PM (PST) |
Death and Debt: Navigating Post-Mortem Debt in Probate, Non-Probate, and Trust Estates
|
Sara Pike
Lisa Roper, Esq.
|
Total Credits: 1.00 MCLE (Attorneys) , 1.00 Legal Specialization (Estate Planning) , 1.00 Legal Specialization (Taxation) , 1.00 PFB (Fiduciaries) | 60 minutes | More info » |
| Nov 21, 2025 @ 03:15 PM (PST) |
Estate Planning Traps: Lessons from Litigation and Planning Experts
|
Katie Gose
Lindsey Munyer
|
Total Credits: 1.00 MCLE (Attorneys) , 1.00 Legal Specialization (Estate Planning) , 1.00 Legal Specialization (Taxation) , 1.00 PFB (Fiduciaries) | 1 Hour | More info » |
| Nov 21, 2025 @ 04:15 PM (PST) |
Legal Advice or Elder Abuse? Ethical Dilemmas When Advising the Elderly
|
Jenny Bratt
Matt Owens
|
Total Credits: 1.00 MCLE (Attorneys) , 1.00 Legal Specialization (Estate Planning) , 1.00 Legal Specialization (Taxation) , 1.00 PFB (Fiduciaries) | 1 Hour | More info » |
| Nov 22, 2025 @ 08:00 AM (PST) |
Annual Update: Recent Developments in Probate and Trust and their Practical Applications
|
Total Credits: 1.50 MCLE (Attorneys) , 1.50 Legal Specialization (Estate Planning) , 1.50 Legal Specialization (Taxation) , 1.50 PFB (Fiduciaries) | 1 Hour 27 Minutes | More info » | |
| Nov 22, 2025 @ 08:00 AM (PST) |
Tax Considerations in Trust and Estate Dispute Resolution and Trust Modifications
|
Adam Ansari
Jeryll Cohen
|
Total Credits: 1.0 MCLE (Attorneys) , 1.0 Legal Specialization (Estate Planning) , 1.0 Legal Specialization (Taxation) , 1.0 PFB (Fiduciaries) | 60 minutes | More info » |
| Nov 22, 2025 @ 08:00 AM (PST) |
Checks, Balances and Best Interests—Ethics for Legal and Financial Professionals in Complex Cases
|
Total Credits: .5 MCLE (Attorneys) , .5 Legal Specialization (Estate Planning) , .5 Legal Specialization (Taxation) , .5 PFB (Fiduciaries) | 45 minutes | More info » | |
| Nov 22, 2025 @ 08:00 AM (PST) |
Death and Debt: Navigating Post-Mortem Debt in Probate, Non-Probate, and Trust Estates
|
Sara Pike
Lisa Roper, Esq.
|
Total Credits: 1.00 MCLE (Attorneys) , 1.00 Legal Specialization (Estate Planning) , 1.00 Legal Specialization (Taxation) , 1.00 PFB (Fiduciaries) | 60 minutes | More info » |
| Nov 22, 2025 @ 08:00 AM (PST) |
Estate Planning Traps: Lessons from Litigation and Planning Experts
|
Katie Gose
Lindsey Munyer
|
Total Credits: 1.00 MCLE (Attorneys) , 1.00 Legal Specialization (Estate Planning) , 1.00 Legal Specialization (Taxation) , 1.00 PFB (Fiduciaries) | 59 Minutes | More info » |
| Nov 22, 2025 @ 08:00 AM (PST) |
Legal Advice or Elder Abuse? Ethical Dilemmas When Advising the Elderly
|
Jenny Bratt
Matt Owens
|
Total Credits: 1.00 MCLE (Attorneys) , 1.00 Legal Specialization (Estate Planning) , 1.00 Legal Specialization (Taxation) , 1.00 PFB (Fiduciaries) | 1 Hour 05 Minutes | More info » |
| Nov 22, 2025 @ 08:00 AM (PST) |
Trusts in Transit: Is It Time to Move Your Trust to Another State?
|
Catherine Bott
Mark Doyle
|
Total Credits: 1.00 MCLE (Attorneys) , 1.00 Legal Specialization (Estate Planning) , 1.00 Legal Specialization (Taxation) , 1.00 PFB (Fiduciaries) | 60 minutes | More info » |
