PROBATE & ESTATE PLANNING:

• Ancillary Estate Planning Documents: Pour Over Will, Power of Attorney Financial, Power of Attorney Health Care, HIPAA etc.
• Court Accounting 101: From Inventory & Appraisal to Preparing Schedules, including GC-400(SUM)
• Court Accounting 102: Preparing and Submitting Petition, including Schedules
  
• Simplified Trust Administration: From Understanding the Trust through Distribution
  
• New for Probate in 2025: AB2016. Drafting the Petition to Determine Succession to Primary Residence
  

FAMILY LAW:

• Simple Dissolution of Marriage v. Legal Separation (FL-100, FL-110, FL-115, FL-150, FL-160, FL-170, FL-180, FL-190)
  
• When to Process a Nullity (Annulment) (FL-100) / When to ask for a Nunc Pro Tunc Judgment (FL-180)
  
• When and Why? Marital Settlement Agreement v. Stipulated Judgment
  
• Disclosures: Community Property v. Separate Property
  
• Retirement Division: Qualified Domestic Relations Orders (QDROs)
  

BUSINESS DEVELOPMENT:

• Channeling the Entrepreneurial Mindset
• Leveraging Social Media and AI for Marketing
• Creating an LDA Business Model that Stays within the Boundaries
  
• Using Technology for Administration and Generating Referrals
• Nobody Lives Forever: Preparing your Business for the Unexpected...and the Inevitable
  

GENERAL:

• THE THREE PILLARS: Compliance with Business and Professions Code, Avoiding UPL, Ethics
• How to make your local County Recorder your BFF