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Self Study Articles (89)
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Zoom Webinar
07/29/2026 - California’s New Virtual Representation Statute
Zoom Webinar
07/23/2026 - The Complete Special Needs Plan: What Families Need but Rarely Receive
OnDemand
How to Sell Houses When Co-Owners Disagree
Self Study Articles
Creation, Exercise, and Transfer Tax Considerations Of Powers Of Appointment
CLEtoGo (Podcasts)
Planning for and Administering an Estate with Firearms
CLEtoGo (Podcasts)
Will All the Real Billionaires Please Stand Up
OnDemand
UR and IMR: How “U” and “I” Address Medical Treatment Requests
CLEtoGo (Podcasts)
UR and IMR: How “U” and “I” Address Medical Treatment Requests
CLEtoGo (Podcasts)
GST Tax: The Unfriendly Ghost of Estate Planning; 2025 Estate & Gift Tax Conference
CLEtoGo (Podcasts)
From Death to Distribution; 2024 Estate & Gift Tax Conference
Self Study Articles
A Planner’s Guide to the Long-Awaited California Uniform Directed Trust Act