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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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Understanding Tax Basis

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.

 

$99.00
Passport Holder $0.00

Using Trusts as a Designated Beneficiary of an IRA

Webinar: Feb 28 (Thursday) - 12:00pm to 1:00pm

 

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.

$79.00
Passport Holder $0.00

Administering a Single-Person Trust After Settlor's Death

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.

$159.00

Amending a Revocable Living Trust

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.

$79.00
Passport Holder $0.00

An Overview of Creditors' Claims Against a Trust

1 hour MCLE Credit. Specialization: Estate Planning, Trust and Probate

 

A settlor’s death does not extinguish creditors’ claims for personal or business debts or even taxes. Debts and taxes can throw a monkey wrench in to the distribution of the trust assets. However, creditors must be diligent and act swiftly to assert their claims to avoid losing out. Join us for an overview of the duties and responsibilities of the successor trustee with regard to creditors’ claims. This program also serves as a wonderful refresher course in this area.

$79.00
Passport Holder $0.00

Asset Sales after the Surviving Spouse’s Death—Are Traditional Bypass Trusts Still Viable?

1.25 hours MCLE Credit. Specialization: Estate Planning, Trust & Probate; Taxation

 

Significant income taxes may be paid when, after the surviving spouse’s death, a bypass trust sells California real estate interests or other assets. How do we compute these taxes? How do we fill out the California withholding forms? How may we modify existing bypass trusts to avoid these income taxes? Are traditional bypass trusts still viable, or are there alternatives? Michael Vollmer will discuss this and more.

$79.00
Passport Holder $0.00
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