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Save the Date!
Join us June 2nd for the Financial Elder Abuse Symposium
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Trust Me! Podcast
Listen to the newest episode
Webinar: Mediation of Trust and Estate Disputes – Part I
The speakers will cover aspects of a mediation from the differing perspectives of the mediator, lawyers, and clients. By attending this program, you will gain a better understanding of the various stages of a mediation from a mediator’s perspective, as well as tips for lawyers on negotiating successful dispute outcomes.
Webinar: COMING TO YOU LIVE: 2021 and 2022 Recent Developments, But Please No Comment on Depp v. Heard
Patrick A. Kohlmann and Vivian L. Thoreen will review recent developments that are most pertinent and relevant to trust and estate attorneys. This includes selected cases of interest from 2021 and 2022, and selected legislation of importance chaptered during this period.
Webinar: Trust Protectors: Guardians of the (Trust) Galaxy
Along with answering the question of "what is a trust protector?," this presentation will provide insight into common use cases for trust protectors, best practices when advising trust protectors, and potential liability of trust protectors.
Webinar: Forensic Signature and Document Examination
Dr. Linton Mohammed will cover the basics of forensic document examination including when to use a forensic document examiner and the techniques that he uses to catch fraudsters.
Webinar: All About CalABLE Accounts And Their Benefits for Disabled Clients
CalABLE Accounts offer different benefits to those that qualify than other planning tools such as special needs trusts.
5th Annual Financial Elder Abuse Symposium
Join us for the 5th Annual Financial Elder Abuse Symposium