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.
What You Didn’t Learn in Law School, What You Need on the Job!
12 hours MCLE Credit including 1.5 hours in Legal Ethics. Specialization: Estate Planning, Trust and Probate; Taxation
Planning for the distribution of your client’s estate is just the first part of the puzzle. You also need to know how your best-made plans will be executed, and what to do if a problem arises. Learn skills and gain confidence in this course designed to deliver the basic procedures and techniques of trusts and estate administration and litigation.
This Basics program will deliver comprehensive practice-oriented knowledge that is essential in beginning or transitioning into a trusts and estates practice. You will benefit from the instructors' practical guidance and insider tips, which will increase your competence in this deceptively complex practice area.
1.25 hours MCLE Credit. Specialization: Estate Planning, Trust and Probate
Beyond the drama of human relationships and the temptation to litigate, sometimes there is a legitimate need to challenge a trust. A variety of issues can arise. Lack of capacity, undue influence by another, or an improperly signed instrument, are all valid grounds to name a few. You will learn how to and what to do when a trust is challenged.
1 hour MCLE Credit. Specialization: Estate Planning, Trust and Probate Law
1 hour MCLE Credit. Specialization: Estate Planning, Trust and Probate
By and large, the family home is a person’s most valuable asset and in some cases their only asset. Casually referred to as a “Poor Man’s Trust,” California homeowners now have a simple and inexpensive way to leave real property to their heirs without it going through probate by using a revocable transfer on death deed.
Join us for this program as John Stubbs, Certified Specialist in Estate Planning, Trust and Probate Law, delivers the facts about revocable transfer on death deeds. Are these deeds really an attorney-free mechanism for transferring real property? Or, would it be more appropriate to think of such deeds as another service in an estate planner’s toolbox?
The hallmark of The Gaw System is the emphasis on the process of estate planning for high-end clients as opposed to merely drafting documents. Even practitioners who rarely encounter clients with taxable estates will find the techniques of the system beneficial to their basic estate planning practice.
6 hours MCLE Credit. Specialization: Estate Planning, Trust & Probate; Taxation
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