2025 CLE by the Sea - Probate Trust & Estate Planning Manual

Creating an Emergency Attorney Succession Plan

Law Firm Succession Checklist

Steps to Take to make your Practice Marketable Upon Retirement

Decedent’s Income Tax Issues Presentation

Form 8855 Examples

Sample Language Charitable Distribution of Gross Income

Form 56 Examples

Form 1310

Arizona Form 131

Article: IRS blames old tech in destruction of information returns. Journal of Accountancy

Comprehensive and Efficient Estate Planning Consultations

Beneficiary Defective Whats?!?

Overview of a Beneficiary Defective Irrevocable Trust (BDIT)

Overview of a Beneficiary Defective Owner Trust (BDOT)

Issue Spotting for Attorneys in Every Field

Brief Guide to Special Needs Trusts for Families

Estate Planning for Parents of Children with Disabilities

Administering a Special Needs Trust

Arizona’s Small Estate Affidavit is Getting Bigger- Updates Coming Soon to A.R.S. 14-3971

How and When to Designate a Trust as the Beneficiary of Qualified Accounts

Estate Planning, Your IRA, and You

The Biggest Mistakes Business Owners (and their Attorneys) Make in the Lifecycle of a Business

Planning with High Exemptions and Uncertainty

Revocable Trusts for Changing Times

New Opportunities for Old Charitable Remainder Trusts

Unleashed Non-Grantor Trust Potential

REV. RUL. 79-124, 1979-1 C.B. 224

Navigating the Treasure Map of Arizona Probate Proceedings

House Bill 2116

Intestate Informal Appointment Hot Sheet (Checklist)

Testate Informal Appointment Hot Sheet (Checklist)

Litigating Financial Exploitation