1. Family trust and will: which is which?
2. Family trust key clauses from a CPA’s view
3. Family trust asset by assets
4. Family trust and family bank
5. Family trust and family foundation
6. Family trust and cash value life insurance for each family member
7. How to design your post-life asset distribution waterfall?
8. How to fund your living trust: ten asset types (house, car, bank account, brokerage account, 529, crypto, small business and retirement account)
9. How to select a successor trustee?
10. How to maximize life time estate exclusion amount within spouses?