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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

 

$99.00
Passport Holder $0.00

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

$79.00
Passport Holder $0.00

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

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

 

$79.00
Passport Holder $0.00

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

Webinar: February 27 (Wednesday) - 12:00pm to 1:30pm

 

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

$99.00
Passport Holder $0.00

Trustee Best Practices

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

 

$99.00
Passport Holder $0.00

Understanding Prohibited Transactions and Self-Directed IRAs

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

 

$99.00
Passport Holder $0.00
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