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.
This program covers trustee best practices from the basics of the fiduciary relationship through complicated scenarios like excessive beneficiary demands.
1.5 hours MCLE Credit
Join nationally renowned expert in this area, Bryan Ellis, to learn about the general prohibitions when transacting with a self-directed IRA. You'll also learn the steps you can take when it’s unclear whether a transaction will violate the rules and what to do when a prohibited transaction is accidentally created.
1.5 hours MCLE Credit. Specialization: 1.5 hours in Estate Planning, Trust and Probate Law, 1.5 hours in Taxation Law
The tax basis of an asset is generally its cost basis. This rule may sound straightforward, but often it isn’t. What if the asset is sold or gifted? Or if the asset is received by inheritance? As an estate planner, understanding the role and rules of basis may optimize opportunities for tax savings for your clients. Join Certified Specialist in Estate Planning, Trust and Probate Law and Taxation Law, Michael Gerson, as he discusses these and other issues.
1.5 Hours MCLE Credit.
Specialization: Estate Planning and Estate, Gift Tax and Estate Planning.
Almost every estate planning client has some form of a retirement account, either a DBP, PSP, 401k, and/or an IRA. And in a lot of cases, it is the client's largest asset, other than the house. The client may want to control the distributions after his or her death. In this program, we will walk you through the analysis and process needed to pay the proceeds into a trust.
1 Hour MCLE Credit, including 1 Hour Specialization in Estate Planning
This program is co-sponsored by Golden Gate University.
Features the Gaw step-by-step systems approach to administering a single-person living trust after the settlor’s death; contains a comprehensive procedural checklist and single trustor hypothetical with forms.
1 hour MCLE Credit. Specialization: Estate Planning, Trust and Probate
If you have a revocable living trust that needs to be modified, if can easily be amended. But, you can't simply cross out an outdated provision and scribble in a new one. In order for the changes to be effective, the amendment must comply with the mechanical terms specified in the original trust instrument. Join us as we discuss how to amend a revocable living trust and other best practices that apply to this technique.
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