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.
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.
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.
1 hour MCLE Credit. Specialization: Estate Planning, Trust & Probate
In a mobile society, seniors may have ties to residences and family members in several states. When the need for a conservatorship arises, the uniform UAGPPJA law now enacted in most states prescribes rules for determining jurisdiction, as well as procedures for transferring proceedings and recognizing out of state conservatorship orders. This program discusses the rules under the new California Conservatorship Jurisdiction Act (CCJA) version of the uniform act, including the protections added for California conservatees. Understanding the streamlined procedures available under CCJA will benefit clients who may need to move a loved one, or exercise jurisdiction over assets in another state.
No other source matches the thorough, practice-oriented treatment in this book.
Comprehensive, in-depth coverage (including forms) of probate practice and procedures, summary probate proceedings, and transfers outside of probate.
Filter by:Clear All