Date:
June 4, 2026
Course:
Advising Trustees, Beneficiaries and Others 2026
Contributor(s):
Nikki Hildebrand
Wills Estates and Trusts » Executors and trustees, Trust planning
Presentation Content:
Slides: Trust Basics and Advising Trustees Paper: Trust Basics and Advising Trustees
April 24, 2025
Planning for Health Care and Financial Decisions 2025
Alexis Kerr
Wills Estates and Trusts » Adult guardianship, Elder care, Incapacity planning and capacity issues, Power of attorney, Representation agreement
Slides: Health Care Planning and Substitute Decision Making - Legal Updates Paper: Health Care and Financial Planning and Substitute Decision Making – Case Law Updates
October 17, 2023
Basics of Wills and Estate Planning 2023
J. Jeffrey Locke
Wills Estates and Trusts » Devolution of assets, Estate planning, Executors and trustees, Tax issues, Wills
Slides: Beneficiary Designations Slides: The Use of Joint Tenancies in Estate Planning Paper: Beneficiary Designations Paper: The Use of Joint Tenancies in Estate Planning
April 13, 2023
Estate Planning Express 2023 - 15 Minute Topics
Michelle L. Isaak
Kirsten Jenkins
Richard Weiland
Laura West
Wills Estates and Trusts » Estate planning, Probate application, Tax issues, Trust planning, Wills, Curative provisions
Eric B. Clavier
Roger D. Lee
Zheting Su
Wills Estates and Trusts » Estate planning, Executors and trustees, Tax issues, Trust planning, Practice
Jason Demmitt, CIM, FMA, FCSI
Janis Ko
Jen Tennant, CPA, CA, FEA
Wills Estates and Trusts » Client Relations, Executors and trustees, Trust planning, Wills, Curative provisions, Incapacity planning and capacity issues
November 24, 2021
Basics of Wills and Estate Planning 2021
Emily Clough
Wills Estates and Trusts » Devolution of assets, Estate planning, Executors and trustees
Slides: Trust Basics and Advising Trustees
Paper: Trust Basics and Advising Trustees