Trust Matters
Welcome to the First American Trust media center. Our experts discuss topics ranging from estate planning to investment outlook. Be sure to look for upcoming events and register for live participation.

Post-mortem Planning And Strategies

By Trust Matters Editor on June 29, 2022

Join us for a CE course for estate planning attorneys and CPAs. Planning and maneuvering to reduce or eliminate taxes aren’t just for... Read More›

Continuing Education

To Whom And When Does An Estate Planner Owe Duties?

By Trust Matters Editor on May 31, 2022

Join us for a CE course for estate planning attorneys and CPAs. The technical intricacies of estate planning are tough enough, but th... Read More›

Continuing Education

Estate Planning For And Administration Of Digital Assets

By Trust Matters Editor on April 29, 2022

Join us for a CE course for estate planning attorneys and CPAs. The deployment and use of so-called digital assets has proliferated at... Read More›

Continuing Education

California’s Little Known Gold Nugget For Retirement Preservation – The Private Retirement Trust

By Trust Matters Editor on April 28, 2022

Exemption planning is a safe and effective protection solution for wealth preservation and is fundamental to estate planning. With exemption planning, you can properly prepare for the next financial disaster, regardless of whether it is self-inflicted ... Read More›

Continuing Education

Proposition 19: A Shift In The Focus Of Real Property Tax Protections For Californians

By Trust Matters Editor on April 28, 2022

Whether you voted for it or against it, Proposition 19 is likely to impact you or a family member at some point in your life. This controversial proposition, passed in November 2020 by a majority vote of 51.1%, amended the California Constitution and i... Read More›

Continuing Education

Non-tax Aspects Of Business Succession Planning

By Trust Matters Editor on March 24, 2022

Join us for a CE course for estate planning attorneys and CPAs. Closely-held business equity presents unique challenges for an estate planne... Read More›

Continuing Education

What May Be In Store When The Irs Knocks On Your Door

By Trust Matters Editor on February 25, 2022

Join us for a CE course for estate planning attorneys and CPAs. The federal government has overarching powers to collect tax debts that far surpass the collection mechanisms available to ordinary creditors. Knowing what these powers are an... Read More›

Continuing Education

California Probate Code 15800 - The Duty To Account For Remainder Beneficiaries While A Settlor is Alive But Incompetent

By Trust Matters Editor on February 2, 2022

Experienced trust and estate practitioners have all faced situations involving an aging settlor with diminished capacity. Many of us have also experienced the scenario where a settlor's capacity is so diminished that they can no longer effectively mana... Read More›

Continuing Education

Estate Planning For Volatile Assets

By Trust Matters Editor on February 2, 2022

Many individuals hold concentrated positions in volatile assets, such as closely held businesses, some publicly traded securities, precious metals, commodities, cryptocurrencies, etc. These individuals frequently ask, “What -- if any – estate planning ... Read More›

Continuing Education

Best Designs For The Exercise Of Discretion By A Trustee

By Trust Matters Editor on January 31, 2022

Join us for a CE course for estate planning attorneys and CPAs. The heart of trust administration is the Trustee’s thoughtful exercise of discretion. Clients and their estate planners rely heavily on the core co... Read More›

Continuing Education

Estate Planning Uses For Life Insurance

By Trust Matters Editor on January 7, 2022

Join us for a CE course for estate planning attorneys and CPAs. Life insurance is an enigma, and much misunderstood, in the estate planning world. Some clients (and their advisors) love it; others hate it. In any event, the thoughtfu... Read More›

Continuing Education

Dealing With A 'bad' Trustee

By Trust Matters Editor on November 15, 2021

Unfortunately, some trusts, even where the administrative and dispositive provisions are well-designed, fail to operate as intended because the Trustee lacks the ability to be an effective fiduciary. The Trustee's shortcomings may result from his or he... Read More›

Continuing Education