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Estate Planning Intensive Course

SKU: ES03584

You're already an expert. It's time to reap the rewards. Become a Certified Specialist in Estate Planning, Trust and Probate Law. Get the test prep course you need to pass the Certified Specialist Exam on October 24, 2017! CEB's course will make sure you both thoroughly understand the substantive law and get the test-taking skills you need to pass the exam—and elevate your career to the next level.

 

Enrollment closed.

 

Enrollees: build a specialist estate planning library at a discount. More info here.

 

$ 2,795.00

The Estate Planning Intensive Course

Our EPIC online learning portal allows you to see and keep track of lectures, study outlines, and reading and video assignments. It also includes a calendar, additional resources, and a discussion board where you can meet and network with others taking the Specialization Exam.

Our specialization courses are all-online and flexible enough to fit your schedule, no matter how busy you are. The weekly livecast lectures are available within days after the webinar, so you can participate in the live version or watch the recorded version later. That makes it easy to catch up if you miss a livecast lecture.

Important dates:

Jun 1 - EPIC Portal, with reading and video assignments, activated

Jul 11 - Weekly lectures begin

Jul 31 - Last day to enroll in EPIC

Sep 26 - Final weekly lecture

Oct 7 - Mock exam

Our EPIC learning portal gives you access to:

• 12 weekly lunchtime webinar lectures with study outlines geared to the topics covered on the Specialization Exam (12 hours of MCLE and Specialization hours)
• Curated weekly reading assignments from CEB's Estate Planning OnLAW library and suggested videos from CEB's On Demand MCLE collection
• Instructor-prepared outlines every week
• Practice exam questions and sample answers
• Unrestricted access to the entire CEB On Demand video library (ALL practice areas, including programs offering Estate Planning Legal Specialization credit)
• Unrestricted access to CEB's Estate Planning OnLAW library of treatises and practice guides
• Full mock exam (6.5 hours of MCLE and Specialization hours)

And there's more: You'll enjoy access to all your course material for at least one month after the State Bar Specialization Exam as well as access to your selected On Demand videos until January 31, 2018.

System Requirements

Intensive Course Dashboard:
Internet Explorer 10 or higher, Firefox, Chrome, Safari. Desktop and most tablets supported

OnLAW:
Please see FAQs for more details.

On Demand programs and Weekly WebEx lectures:
Please see FAQs for more details.

The Estate Planning Intensive Course

Our EPIC online learning portal allows you to see and keep track of lectures, study outlines, and reading and video assignments. It also includes a calendar, additional resources, and a discussion board where you can meet and network with others taking the Specialization Exam.

Our specialization courses are all-online and flexible enough to fit your schedule, no matter how busy you are. The weekly livecast lectures are available within days after the webinar, so you can participate in the live version or watch the recorded version later. That makes it easy to catch up if you miss a livecast lecture.

Important dates:

Jun 1 - EPIC Portal, with reading and video assignments, activated

Jul 11 - Weekly lectures begin

Jul 31 - Last day to enroll in EPIC

Sep 26 - Final weekly lecture

Oct 7 - Mock exam

Our EPIC learning portal gives you access to:

• 12 weekly lunchtime webinar lectures with study outlines geared to the topics covered on the Specialization Exam (12 hours of MCLE and Specialization hours)
• Curated weekly reading assignments from CEB's Estate Planning OnLAW library and suggested videos from CEB's On Demand MCLE collection
• Instructor-prepared outlines every week
• Practice exam questions and sample answers
• Unrestricted access to the entire CEB On Demand video library (ALL practice areas, including programs offering Estate Planning Legal Specialization credit)
• Unrestricted access to CEB's Estate Planning OnLAW library of treatises and practice guides
• Full mock exam (6.5 hours of MCLE and Specialization hours)

And there's more: You'll enjoy access to all your course material for at least one month after the State Bar Specialization Exam as well as access to your selected On Demand videos until January 31, 2018.

System Requirements

Intensive Course Dashboard:
Internet Explorer 10 or higher, Firefox, Chrome, Safari. Desktop and most tablets supported

OnLAW:
Please see FAQs for more details.

On Demand programs and Weekly WebEx lectures:
Please see FAQs for more details.

EPIC 2017 Schedule

 

 

 

Apr 15, 2017

 

Registration Opens

Apr 15 - May 31

 

Early Bird Discounted Registration - $200 Off

Jun 1

 

EPIC Platform opens and is accessible to participants

Jul 11

12-1PM

Livecast Lecture:  Welcome to EPIC

Jul 18

12-1PM

Livecast/Lesson Plan 1: Professional Responsibility

Jul 25

12-1PM

Livecast/Lesson Plan 2: Tax Planning Matters, Tax Procedure and Tax Returns I

Jul 31

 

Last Day to Enroll in EPIC

Aug 1

12-1PM

Livecast/Lesson Plan 3: Tax Planning Matters, Tax Procedure and Tax Returns II

Aug 8

12-1PM

Livecast/Lesson Plan 4:  Tax Planning Matters, Tax Procedure and Tax Returns III

Aug 15

12-1PM

Livecast/Lesson Plan 5: Estate and Incapacity Planning I

Aug 22

12-1PM

Livecast/ Lesson Plan 6: Estate and Incapacity Planning II

Aug 29

12-1PM

Livecast/Lesson Plan 7: Estate and Incapacity Planning III

Sep 5

12-1PM

Livecast/Lesson Plan 8: Administration Procedures I

Sep 12

12-1PM

Livecast/Lesson Plan 9: Administration Procedures II

Sep 19

12-1PM

Livecast/Lesson Plan 10: Transfer by Administration or Otherwise I

Sep 26

12-1PM

Livecast/Lesson Plan 11: Transfer by Administration or Otherwise II

Oct 7

8AM - 4PM

Mock Exam

Oct 24

 

Specialist Exam Administered by the Board of Legal Specialists

Nov 30

 

Access to EPIC Platform closes

Jan 31, 2018

 

Access to On Demand programs closes

About the EPIC™ Instructors

 

AGNIESZKA K. ADAMS

Agnieszka K. Adams

AGNIESZKA K. ADAMS, Roisman Henel LLP, Oakland
Agnieszka Adams is a partner at Roisman Henel LLP, and is certified by the California State Bar Board of Legal Specialization as a Specialist in Estate Planning, Trust and Probate law. Agnieszka has been recognized by her peers as one of Northern California’s “Rising Stars” from 2012 through 2016. She is a member of the East Bay Trusts and Estates Lawyers and the Estate Planning, Probate and Trust Barristers Club Section of the San Francisco Bar Association. Agnieszka also volunteers her time at the Alameda County Bar Association VLSC Guardianship Clinic. Agnieszka attended the University of Southampton in the United Kingdom where she earned a Bachelor of Laws degree. She received her J.D., from the University of California Hastings College of the Law. Agnieszka is a native of Poland and lives with her husband and son in San Francisco.

BETI T. BERGMAN

BETI T. BERGMAN

BETI T. BERGMAN, Peninsula Law, Torrance
Beti Bergman is a Certified Specialist in Estate Planning, Trust and Probate Law. She focuses on probate, trust and estate administration, conservatorships, elder abuse, and trust and probate litigation. Ms. Bergman received her JD from UC Davis School of Law She also earned a Master of Science degree in applied mathematics from Long Beach State with distinction, and a Bachelor of Science degree in applied mathematics from UCLA. Ms. Bergman actively serves on the board of the Asian Pacific American Women Lawyers' Alliance and has served on the board of the Multi-Cultural Bar Alliance and the UCLA Asian Pacific Alumni Board of Directors. She is a past president of the Southern California Chinese Lawyers' Association, where she served on the Board of Governors for eight years.

DAVID J. BRILLANT

DAVID J. BRILLANT

DAVID J. BRILLANT, Brillant Law Firm, Walnut Creek
Super Lawyers consistently recognizes David as one of the top lawyers in Northern California. David specializes in estate planning, trust administration and probate services for clients. He is one of the few who also specializes in the subspecialty of trust and estate litigation. David has tried numerous cases representing trustees and beneficiaries over disputes large and small. David started as a complex civil litigator, handling litigation matters ranging from construction to business disputes to tax matters against the Internal Revenue Service and the California Franchise Tax Board. While the vast majority of David’s work focuses on all aspects of trust and estate matters, he continues to handle business, real estate and tax matters for his clients. David is a California State Bar Certified Legal Specialist in Estate Planning, Trust & Probate Law. He received his J.D., and LL.M from Golden Gate University School of Law.

MATTHEW M. HART

MATTHEW M. HART

MATTHEW M. HART, Law Offices of Matthew Hart, Walnut Creek/Antioch
Matthew graduated from John F. Kennedy University School of Law in Pleasant Hill, California. He has focused on Estate Planning for his entire legal career. He is a California State Bar Certified Legal Specialist in Estate Planning, Trust & Probate Law. Matthew has been an adjunct professor teaching Business Law at the Master College, Walnut Creek campus. Matthew is the author of the following articles published in the Contra Costa Lawyer monthly magazine: Estate Planning for Digital Assets: Has Technology Taken Us Back to the Wild West? and Office Systems for the Solo Professional. Prior to becoming an attorney, Matthew Hart attended Eugene Bible College and spent 20 years in the information technology sector as a Senior Server Engineer and Manager of Intel Server Architecture. He worked for such companies as Barclays Global Investors, Compucom, and Bechtel. He has a wife of 24 years and a young adult daughter.

CHARLOTTE K. ITO

CHARLOTTE K. ITO

CHARLOTTE K. ITO, Law Offices of Charlotte Ito, PC, San Francisco
Charlotte (“Chaz”) Ito is a Certified Specialist in Estate Planning, Trust & Probate Law. Her practice includes business succession planning, estate, gift & tax planning, international estate planning, philanthropic planning and probate and trust administration. Chaz and has received the highest honors that can be granted to a trusts and estates attorney. She has been inducted into The International Academy of Estate and Trust Law and the American College of Trust and Estate Counsel (ACTEC). Chaz received her J.D., from Hastings College of the Law, University of California, San Francisco and her LL.M. (Tax) from Golden Gate University, San Francisco.

GREGORY J. LEDERMAN

GREGORY J. LEDERMAN

GREGORY J. LEDERMAN, Law Offices of Gregory J. Lederman, Woodland Hills
Mr. Lederman represents clients in a wide variety of trust, estate, and probate matters including will preparation, living trusts, special needs trusts, probate litigation and administration, conservatorships, and trust administration. Mr. Lederman is a Certified Specialist in Estate Planning, Trust and Probate Law. He received his J.D., from the University of LaVerne College of Law. s Gregory Lederman, Law Offices of Gregory J. Lederman, Woodland Hills, represent Gregory Lederman, Law Offices of Gregory J. Lederman, Woodland Hills, represents clients in a wide variety of trust, estate, and probate matters including will preparation, living trusts, special needs trusts, probate litigation and administration, conservatorships, and trust administration. Mr. Lederman is a Certified Specialist in Estate Planning, Trust and Probate Law. He received his J.D., from the University of LaVerne College of Law. clients in a wide variety of trust, estate, and probate matters including will preparation, living trusts, special needs trusts, probate litigation and administration, conservatorships, and trust administration. Mr. Lederman is a Certified Specialist in Estate Planning, Trust and Probate Law. He received his J.D., from the University of LaVerne College of Law. 

DAVID Y. OH

DAVID Y. OH

DAVID Y. OH, PricewaterhouseCoopers LLP, San Francisco
David Y. Oh is with the Personal Financial Services group of PricewaterhouseCoopers LLP in San Francisco. He focuses his practice on assisting high-net-worth individuals in all aspects of gift, estate, and philanthropic planning. He is certified as a specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. He regularly lectures on these topics for continuing legal education programs and contributes to publications by CEB, and California Trusts and Estates Quarterly. He received his LLM in Taxation from Boston University School of Law, his JD from University of the Pacific, and his BA from University of California, Berkeley. Outside the office, David enjoys time volunteering in the community and has served on the board of various non-profit organizations, including East Bay Trusts & Estates Lawyers and Legal Assistance for Seniors.

JOHN R. STUBBS

JOHN R. STUBBS

JOHN R. STUBBS, Law Offices of John R. Stubbs, Manhattan Beach
John is a Certified Specialist in Estate Planning, Trust and Probate Law. He focuses on Estate Planning, Probate and Trust Administration. In addition to creating estate plans, John assists families in implementing plans when loved ones pass away, and in setting up guardianships for minors, individuals with special needs, and individuals who can no longer manage their own affairs. John earned a masters of business administration (MBA) from University of California at Los Angeles, and a JD from Loyola Law School. In 1985, John became a Certified Public Accountant (Illinois) and has been a member of the California State Bar since 1984. John proudly served as a Naval Aviator flying the A-6 Intruder deployed aboard the USS Midway during the Vietnam conflict. Prior to his career in law, John was the Chief Information Officer (CIO) for Sony Pictures Entertainment. Prior to Sony, he was a partner at PricewaterhouseCoopers (PwC) advising global clients in the entertainment industry for over 18 years.

SHERI L. SUDWEEKS

SHERI L. SUDWEEKS

SHERI L. SUDWEEKS, Sugai & Sudweeks LLP, Los Gatos
Ms. Sudweeks is a Certified Specialist in Estate Planning, Trust and Probate Law as recognized by the State Bar of California Board of Legal Specialization. Her focus areas of law at Sugai & Sudweeks include conservatorships, guardianships, fiduciary representation, special needs planning, trust reformation and modification, and estate planning. She received her JD from Lincoln Law School in San Jose. Ms. Sudweeks is a panel attorney for the Santa Clara County Superior Court for conservatorship appointments and also volunteers as a pro tem. She serves on the Board of Trustees for Senior Adult Legal Assistance (SALA). Ms. Sudweeks is a former professor of law for Lincoln Law School. She is a frequent guest lecturer on elder law and special needs issues, both locally and nationally. Ms. Sudweeks has appeared on local television news series and radio programs featuring elder issues. She is a contributing author to Continuing Education of the Bar’s (CEB) California Guardianship Practice and a speaker for CEB seminars.

JEFFREY S. TACHIKI

JEFFREY S. TACHIKI

JEFFREY S. TACHIKI, The Tachiki Law Group, Oakland
Jeff is the principal attorney at The Tachiki Law Group where his practice includes estate planning, trust administration, and probate. Jeff is a Certified Specialist in Estate Planning, Trust and Probate Law as recognized by the State Bar of California, Board of Legal Specialization. Jeff is a member of the Trusts and Estates section of the State Bar of California, was Vice-Chair of the Trusts and Estates Section of the Alameda County Bar Association, and a member of the Bay Area Chapter of the Asian American Bar Association. Jeff is a frequent lecturer on various estate planning and administration topics. He received his JD from the S.J. Quinney College of Law at the University of Utah. Before turning to estate planning and administration, Jeff practiced civil litigation at a top 100 firm in San Francisco.

EPIC™ 2017 SYLLABUS

Livecast Lecture: Welcome to EPIC

Instructors: Matthew M. Hart, Law Offices of Matthew Hart, Walnut Creek/Antioch; David Y. Oh, Schwab Private Client, San Ramon

  • What to expect on the exam
  • Study approaches
  • Q&A
  • EPIC tutorial

Livecast/Lesson Plan 1: Professional Responsibility

Instructor: David Y. Oh, Schwab Private Client, San Ramon

  • Duties to clients, opposing counsel, and the Court
  • Conflict of interests/ethics
  • Fiduciary duties
  • Fee agreements
  • Bases for attorney’s fees
  • Bases for sanctions
  • Conduct resulting in malpractice/discipline
  • The client’s remedies against the attorney
  • Arbitration/mediation and dual representation

Livecast/Lesson Plan 2: Tax Planning Matters, Tax Procedure and Tax Returns I

Instructor: Jeff S. Tachiki, The Tachiki Law Group, P.C., Oakland

  • Estate, gift, fiduciary, and personal income tax issues
  • Generation-skipping taxes
  • Property taxes

Livecast/Lesson Plan 3: Tax Planning Matters, Tax Procedure and Tax Returns II

Instructor: Charlotte K. Ito, Law Offices of Charlotte Ito, P.C., San Francisco

  • Disclaimers, reformations and constructions
  • Powers of appointment
  • Tax-sensitive wills, trusts and powers of attorney
  • Modification/termination of irrevocable trusts for tax planning

Livecast/Lesson Plan 4: Tax Planning Matters, Tax Procedure and Tax Returns III

Instructor: David J. Brillant, Brillant Law Firm, A.P.C., Walnut Creek

  • Tax opinions, memoranda, and advice letters
  • Audits, appeals, and ruling requests
  • Preparation and filing of returns
  • Payment/deferral of taxes

Livecast/Lesson Plan 5: Estate and Incapacity Planning I

Instructor: Agnieszka K. Adams, Roisman Henel LLP, Oakland

  • Wills (drafting, codicils, revocation)
  • Trusts (creation, amendment, restatement)
  • Documents of title
  • Beneficiary clauses
  • Property agreements
  • Community, separate and quasi-community property
  • Spousal and Registered Domestic Partnership rights
  • Same sex marital planning

Livecast/ Lesson Plan 6: Estate and Incapacity Planning II

Instructor: Beti T. Bergman, Peninsula Law, Torrance

  • Retirement benefit planning
  • Business succession planning
  • Use of business entities
  • Charitable planning
  • Gifts

Livecast/Lesson Plan 7: Estate and Incapacity Planning III

Instructor: Sheri L. Sudweeks, Sugai & Sudweeks, LLP, Los Gatos

  • Powers of attorney
  • Health care directives
  • Issues of diminished capacity
  • Nomination of conservator/guardian
  • Use of custodianships
  • Special needs trusts
  • Disclaimers
  • Public benefits planning
  • Elder law/Medi-Cal planning
  • Elder abuse

Livecast/Lesson Plan 8: Administration Procedures I

Instructor: Greg J. Lederman, Law Offices of Gregory J. Lederman, Woodland Hills

  • Powers of attorney
  • Health care directives/issues
  • Conservatorships
  • Guardianships
  • Custodial accounts

Livecast/Lesson Plan 9: Administration Procedures II

Instructor: Greg J. Lederman, Law Offices of Gregory J. Lederman, Woodland Hills

  • Trusts (court or non-court)
  • Modification/termination of irrevocable trusts for non-tax planning
  • Accountings
  • Fiduciaries
  • Other procedures under the Probate Code

Livecast/Lesson Plan 10: Transfer by Administration or Otherwise I

Instructor: John R. Stubbs, Law Office of John R. Stubbs, Manhattan Beach

  • Termination of interests with right of survivorship
  • Pay/transfer on death accounts
  • Retirement accounts
  • Contracts to convey at death/contracts regarding wills
  • Spousal set-asides

Livecast/Lesson Plan 11: Transfer by Administration or Otherwise II

Instructor: John R. Stubbs, Law Office of John R. Stubbs, Manhattan Beach

  • Summary probate procedures
  • Formal probate
  • Will/trust contests
  • Determination of heirship
  • Constructive trusts
  • Asset ownership disputes
  • Family claims/protection procedures
  • Creditor’s claims/rights

EPIC Mock Exam

The mock exam will be administered on-line via WebEx

Specialist Examination administered by the State Bar Board of Legal Specialization

Access to EPIC platform closes

Access to EPIC recommended On Demand programs closes