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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

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

 

The 41st Annual UCLA/CEB Estate Planning Institute: California Developments

Andy Pharies will bring you up to date on what California trusts and estates attorneys must know about the recent developments in trust administration, decedent’s estates, elder abuse, property rights, litigation. and legislation.

 

1.5 Hours MCLE Credit

The 41st Annual UCLA/CEB Estate Planning Institute: Choice of Entity in Light of 2017 Tax Law Changes & California Property Tax Considerations in Choice of Entity

This program assumes substantial experience in trusts and estates practice. In this energetic and fact filled presentation Steven Gorin and Matthew Burke discuss choice of entity in light of the 2017 tax law changes. Including property tax issues in choice of entity.

 

1.5 Hours MCLE Credit

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