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CEB is renowned as the leading source of California estate planning resources, with offerings in Planning, Trust & Probate Practice, Taxation, and Elder Law & Incapacity, among others. Our authoritative and recognized publications include Drafting California Revocable Trusts, California Trust Administration, California Decedent Estate Practice, and Fiduciary Accounting Handbook. The OnLAW Estate Planning Library—a virtual encyclopedia of estate planning law—provides online legal analysis and procedural guidance written by and for California judges and lawyers. We offer many Estate Planning CLE programs and webinars and maintain an especially large library of Estate Planning On Demand programs.

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Real Property Essentials for Estate Planners

Join Judith Tang and Nicole Warmerdam as they discuss, from the standpoint of an estate planner, issues relating to real property ranging from anticipating the legal and tax consequences of titling real property to understanding the implications of inheriting real property, as well as holding real property in a living trust and gifting real property. 

 

1.5 hours MCLE Credit. Specialization: 1 hour in Estate Planning, Trust and Probate Law

 

Selection and Indemnification of Trustees

Webinar: April 24 (Wednesday) - 12:00pm to 1:00pm

 

Being a trustee can be a thankless job. In addition to the basic tasks and responsibilities of the work, liability risk is a factor, as well as handling tension between family members and potentially other parties. This program delves into the challenge of advising clients on the selection of a trustee and the protections a trustee may require to serve.

 

1 Hour MCLE Credit, including 1 Hour Specialization in Estate Planning

So What Does Portability of the Estate Tax Exemption Mean?

Portability of the estate tax exemption between married couples is the most significant development in estate tax law in over three decades. So what does 'portability' mean? Should you consider this option in your client's estate plan? And how do you elect to add the exemption? You will learn the answers to these questions and more in this program taught by one of the most highly sought-after estate planning experts in the nation, Keith Schiller.

 

1 Hour MCLE Credit. Specialization:

Specialization: Estate Planning, Trust & Probate; Taxation

Tax Planning and Compliance for Individuals Who Change Citizenship or Immigration Status

1 hour MCLE Credit. Specialization: EstatePlanning, Trust & Probate; Taxation

 

Top 10 Things Estate Planners Need to Know About Planning for Retirement Assets

For some clients, the retirement plan assets are among the most valuable assets in the estate. These assets may not provide their full economic potential unless the estate plan reflects expert guidance through challenges that are unique. This program is designed to give you an overview of what to consider when planning for retirement assets.

 

1.5 Hours MCLE Credit. Specialization: Estate Planning and Tax

Trust Decanting

Webinar: May 20, 2019 (Monday) - 12:00pm to 1:30pm

 

The Uniform Trust Decanting Act, effective January 1, 2019, changes the California Probate Code to allow fiduciaries to "decant" irrevocable trusts, that is, to modify the terms of an irrevocable trust without the consent of the beneficiaries or approval of the court, subject to certain exceptions. The new law presents more options. Trusts and estates attorneys alike should be familiar with the new law to better serve their clients. This program will walk you through it.

 

1.5 Hours MCLE Credit

Specialization: Estate Planning

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