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.

Powers of Appointment - The Swiss Army Knife of Estate Planning

By Trust Matters Editor on December 14, 2022

Among the most useful tools at an estate planner’s disposal is a power of appointment. There’s an almost infinite variety of powers of appointment, and they can b... Read More›

Continuing Education

Assorted Ethics-Based and Related Legal Conundrums for Estate Planning Professionals

By Trust Matters Editor on November 18, 2022

The world of estate planning and trust administration is fraught with a variety of landmines, and only the diligent can detect and avoid them consistently. An estate pl... Read More›

Continuing Education

Qualified Retirement Plans and IRAs – What You Can and Can’t Do

By Trust Matters Editor on October 26, 2022

Attend a CE course that covers the potential opportunities and challenges regarding estate planning. An objective to effectively managing ... Read More›

Continuing Education

Legitimate and Effective Asset Protection Planning

By Trust Matters Editor on October 5, 2022

Join us for a CE course for estate planning attorneys and CPAs. Asset protection planning can greatly... Read More›

Continuing Education

Mechanics and Strategies for Resolving Trust Disputes

By Trust Matters Editor on August 25, 2022

Join us for a CE course for estate planning attorneys and CPAs. A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. For... Read More›

Continuing Education

Compounding Complications in Charitable Giving

By Trust Matters Editor on August 2, 2022

Join us for a CE course for estate planning attorneys and CPAs. Outside the context of outright gifts o... Read More›

Continuing Education

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