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Practice Skills │ Estate Planning

SKU: ES03101

Practice Skills │ Estate Planning provides you with the detailed guidance and instruction you need to begin practicing as an estate planner. Learn from California's most trusted estate planning practice authority at your own pace via our online platform. The online course will prepare you to confidently meet with clients in about 30 hours. Once you've drafted two estate plans, the course has paid for itself. Take the next step, with CEB.

 

Test-drive a sample lesson to find out more. Just follow the link, then click Enroll.

$ 2,500.00

Are you trying to get started in estate planning, but not ready to start taking clients? An estate planning practice can give you independence, flexibility, and the rewards of helping people. But it can be hard to get started. Whether you are a new attorney, or transitioning from another practice area, CEB’s Practice Skills │ Estate Planning will bridge the gap.

Practice Skills │ Estate Planning provides you with the detailed guidance and instruction you need to start your estate planning practice. Learn at your own pace, wherever you want, via our online platform. Go step by step through a logical sequence of easy-to-manage modules with direct application to your new practice. The entire course takes 25 to 30 hours to complete. The platform includes:

  • Lectures by experienced California estate planning attorneys 
  • A course book of CEB’s award-winning content, tailored to the new estate planner
  • All the forms and documents you’ll need as you begin your new practice 
  • Full access to CEB's renowned Estate Planning OnLAW Library for an entire year 
  • Support and answers via a peer listserv community moderated by a CEB attorney
  • 10.75 hours of participatory CLE credit

Prepare to Practice

CEB’s Practice Skills │ Estate Planning will prepare you to:

  • Meet with clients
  • Draft an estate plan
  • Execute the plan
  • Fund the trust
  • Identify tax-related issues

When you register, you will receive an email with access instructions. Please note that if you don’t enroll in the course within 14 days of purchase, you will be automatically enrolled. You will have one year from your date of enrollment to complete the course and to access OnLAW. You will have an entire year to complete the course and make full use of OnLAW.

 

Rave Reviews

Attorneys who tried the course have said:

“Excellent materials. Great crash course. Subscription to OnLAW for the year was key.” 

“I really liked the fact that each module had manageable lessons so the information could be absorbed.”

“Love it! Cannot wait to complete the entire course.”

“Excellent content.”

“The course really helps new attorneys feel more comfortable getting started—especially if they don’t have a mentor readily available.”

 

Test-Drive a Sample Lesson

Test-drive a sample lesson to find out more. Just go to Practice Skills │ Estate Planning Sample Lesson and click Enroll.

 

Current OnLAW Subscribers

If you currently subscribe to the Estate Planning OnLAW Library, call CEB Customer Service at 1-800-232-3444 for a discount on your course enrollment. 

 

Is an Estate Planning Career Right for You?

Check out our estate planning career exploration page! 

Are you trying to get started in estate planning, but not ready to start taking clients? An estate planning practice can give you independence, flexibility, and the rewards of helping people. But it can be hard to get started. Whether you are a new attorney, or transitioning from another practice area, CEB’s Practice Skills │ Estate Planning will bridge the gap.

Practice Skills │ Estate Planning provides you with the detailed guidance and instruction you need to start your estate planning practice. Learn at your own pace, wherever you want, via our online platform. Go step by step through a logical sequence of easy-to-manage modules with direct application to your new practice. The entire course takes 25 to 30 hours to complete. The platform includes:

  • Lectures by experienced California estate planning attorneys 
  • A course book of CEB’s award-winning content, tailored to the new estate planner
  • All the forms and documents you’ll need as you begin your new practice 
  • Full access to CEB's renowned Estate Planning OnLAW Library for an entire year 
  • Support and answers via a peer listserv community moderated by a CEB attorney
  • 10.75 hours of participatory CLE credit

Prepare to Practice

CEB’s Practice Skills │ Estate Planning will prepare you to:

  • Meet with clients
  • Draft an estate plan
  • Execute the plan
  • Fund the trust
  • Identify tax-related issues

When you register, you will receive an email with access instructions. Please note that if you don’t enroll in the course within 14 days of purchase, you will be automatically enrolled. You will have one year from your date of enrollment to complete the course and to access OnLAW. You will have an entire year to complete the course and make full use of OnLAW.

 

Rave Reviews

Attorneys who tried the course have said:

“Excellent materials. Great crash course. Subscription to OnLAW for the year was key.” 

“I really liked the fact that each module had manageable lessons so the information could be absorbed.”

“Love it! Cannot wait to complete the entire course.”

“Excellent content.”

“The course really helps new attorneys feel more comfortable getting started—especially if they don’t have a mentor readily available.”

 

Test-Drive a Sample Lesson

Test-drive a sample lesson to find out more. Just go to Practice Skills │ Estate Planning Sample Lesson and click Enroll.

 

Current OnLAW Subscribers

If you currently subscribe to the Estate Planning OnLAW Library, call CEB Customer Service at 1-800-232-3444 for a discount on your course enrollment. 

 

Is an Estate Planning Career Right for You?

Check out our estate planning career exploration page! 

Syllabus

Practice Skills Ι Estate Planning 

 

1. The Client Meeting

Matthew Hart, Jennifer Cunneen

2.25 hours of CLE credit

7 Lessons, with each lesson expected to take 30 minutes

Topics covered include ethical duties, creating an attorney-client relationship, preparing for the initial client meeting, and completing the initial client meeting

M1 | Lesson 1: Ethical Duties

  • Seven important ethical rules
  • The correct resources to review when facing an ethical dilemma
  • The ethical response to various estate planning situations

M1 | Lesson 2: Identifying the Client

  • Why identifying the client is important
  • When a person becomes a client, certain duties attach to the relationship, including:
    • Duty to avoid conflicts of interest
    • Duty to maintain confidentiality
    • Duty to perform services competently
  • How to identify when a person has become a client

M1 | Lesson 3: Client Capacity

  • Why you must ensure the client is competent before drafting the estate plan
  • How to ensure the client is competent:
    • Schedule an extended interview with the client alone
    • Keep a detailed and complete record of the interview
    • Schedule a visit with the doctor to evaluate the client
  • What to do if you don’t believe the client has capacity

M1 | Lesson 4: Conflicts of Interest

  • Always run a conflict check and obtain informed written consent when necessary
  • Avoid entering into almost any business transaction with the client
  • Do not act as fiduciary for the client
  • Do not allow the client to leave you a gift unless you and the client are closely related, i.e., at least first cousins

M1 | Lesson 5: Client Confidentiality

  • How California’s rigid confidentiality rules affect estate planners
  • How even nonverbal “communications” with an attorney are covered by the duty of confidentiality
  • How to avoid improperly revealing client confidences

M1 | Lesson 6: Prologue to the First Meeting

  • How to engage potential clients
  • How to follow up the initial contact
  • What information you need from a client before the first meeting

M1 | Lesson 7: The First Client Meeting

  • Learn how to create an office conducive to working with estate planning clients
  • Engage with the Parker family in their first meeting
  • Study the client questionnaire and post-meeting tasks

 

2. Trusts & Wills

David Oh, Eric Tokyuyama

3 hours of CLE credit

7 Lessons, with each lesson expected to take 0.75 hours

Topics covered include review of the most relevant revocable trust sections, how trusts interact with and depend on other estate planning documents, how to help a client decide between a will or a trust, and common issues when drafting a will.

M2 | Lesson 1: Introduction to Revocable Trusts

  • Why it is important to draft a clear, concise and complete revocable trust
  • What resources you need to properly draft a revocable trust
  • How a revocable trust interacts with other estate planning documents

M2 | Lesson 2: Common Trust Provisions

  • The most important provisions in a revocable trust
  • The significance and meaning of these provisions
  • How to draft clear and concise language for these provisions

M2 | Lesson 3: Construction of Revocable Trusts

  • The general structure of a revocable trust
  • The important provisions in a revocable trust
  • The various distribution provisions to use depending on the settlor’s assets and goals

M2 | Lessons 4 & 5: Reviewing a Sample Trust

  • Model of a family’s estate plan needs
  • Drafting a Power of Appointment Trust
  • Including a Standby Disclaimer
  • Review of achievement of family goals

M2 | Lesson 6: The Basics of Will Drafting

  • How to draft and execute a will to ensure its validity
  • The rules courts use to interpret wills
  • What property can and cannot pass under a will

M2 | Lesson 7: Common Issues When Drafting a Will

  • How to explain the material clauses to your clients
  • How to ensure your client’s wishes are clearly expressed in the will
  • When and why to have follow-up meetings with your client

 

 3. Powers of Attorney

Helene Wenzel, Srinoi Rousseau

1.75 hours of CLE credit

4 Lessons, with each lesson expected to take 0.50 hours

Topics covered include planning for incapacity, use of a power of attorney, how to choose the agents, the agents’ authority under an advance healthcare directive, and common provisions in powers of attorney and advanced health care directives.

M3 | Lesson 1: Introduction to Powers of Attorney

  • Plan for client incapacity using a durable power of attorney (DPOA)
  • Apply relevant statutes in understanding the scope of power of attorney
  • Assess limitations and conflicts in the role of attorney in drafting document

M3 | Lesson 2: Drafting and Executing DPOAs

  • Which provisions are important and necessary to the client’s DPOA
  • What powers must and should be expressly granted in the document
  • How the agent’s authority may be revoked or terminated and exercised

M3 | Lesson 3: Introduction to Advance Health Care Directives Part 1

  • Why clients need an AHCD as part of their overall estate plan
  • How to identify applicable law governing advance health care directives
  • Which forms of AHCD may work best for your clients

M3 | Lesson 4: Advance Health Care Directives Part 2

  • Use advance health care directives as part of a client’s estate plan
  • Identify essential provisions common to advance health care directives
  • Advise clients on requirements for execution, revocation, and termination of advance health care directive

 

4. Execution and Funding

Brandy Bartosh

1.25 hours of CLE credit

3 Lessons, with each lesson expected to take 0.50 hours

Topics covered include properly executing each document in the client's estate plan, advising the client on funding the trust, common issues in trust funding.

M4 | Lesson 1: Executing the Estate 

  • Double-checking all documents to ensure names are spelled correctly and that the documents are consistent
  • Conducting the ceremony in same manner, including the method for ensuring client capacity, for each of your clients
  • Having specific steps for executing all documents that are part of the estate plan
  • Having all necessary documents and preparing to execute them correctly

M4 | Lesson 2: Trust Funding

  • Which documents are important when funding the client’s trust
  • Why it is important to review all funding documents
  • Why the schedule of assets can save your client if they forget to retitle an asset

M4 | Lesson 3: Final Follow-up

  • What to do once you’ve communicated who is transferring specific assets into the trust
  • The best practices for storing the client’s estate plan
  • What to include in your closing letter to the client

 

5. Advanced Tax Planning

Jeff Stephens

2.5 hours of CLE credit

4 Lessons, with each lesson expected to take 0.75 hours

Topics covered include transfer and income taxes, property taxes, and brief descriptions of various trusts, including QPRTs, GRATs and ILITs.

M5 | Lesson 1: Overview and Transfer Taxes Part 1

  • When and how gift tax applies to a lifetime gift
  • When and how estate tax applies to a decedent’s estate
  • When and how GST tax applies to an estate or lifetime gift

M5 | Lesson 2: Transfer Taxes Part 2

  • Learn general tax principles of discounts, deferral, deductions
  • Consider generation-skipping transfer tax and GST exemption
  • Study the IRS forms that are used to carry out the estate plan

M5 | Lesson 3: Income and Property Taxation

  • General tax principles of income taxation and property taxes
  • The income tax treatment of complex trusts and grantor trusts
  • The property tax consequences of trust and entity transfers

M5 | Lesson 4: Types of Tax Planning Trusts

  • The different types of trusts available for tax planning
  • The characteristics of each trust
  • The essential differences of each trust

Darlene M. "Brandy" Bartosh

Darlene M. "Brandy" Bartosh, Hanson Bridgett LLP, San Francisco, is a senior paralegal specializing in trusts and estates administration and real property work. Her background includes more than twenty years of trust and estate planning and administration experience, including business entity formations, trust funding, real property matters, post-mortem trust and estate administrations, long-term trust administrations, and preparation of estate and gift tax returns. Brandy received her B.A. from Dominican University, San Rafael.

Jennifer Cunneen

JENNIFER CUNNEEN

Jennifer Cunneen, Cunneen Law, San Jose, practices in San Jose and is founder of Cunneen Law. She practices exclusively in the area of estate planning, advising individuals, couples and multi-generational families on their estate and business succession planning needs. Jennifer provided over 20 years of legal services to clients in the Family Wealth & Tax Planning Group of Hopkins & Carley before opening her own firm. She received her J.D. from Santa Clara University School of Law.

Matthew Hart

MATTHEW HART

Matthew 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. 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.

David Oh

DAVID OH

David Oh is a private wealth manager with PwC in San Francisco. He focuses his practice on assisting high-net-worth individuals in all aspects of gift, estate, and philanthropic planning. Mr. Oh 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 the Trusts and Estates Section of the State Bar of California. Mr. Oh received his B.A. in Legal Studies from the University of California, Berkeley. He earned his J.D. with an emphasis in taxation from the University of the Pacific, McGeorge School of Law and an LL.M. in Taxation from Boston University School of Law.

Srinoi G. Rousseau

SRINOI ROUSSEAU

Srinoi G. Rousseau the principal at the Law Office of Srinoi G. Rousseau in Alameda. Ms. Rousseau received her A.B. degree in psychology from the University of Southern California, her MBA from Santa Clara University, and her J.D. degree from Santa Clara University School of Law. Her practice includes elder law, probate, conservatorship, powers of attorney, Medi-Cal counseling, and trust analysis and administration. She is the current chair of the Public Information Committee and the past chair of the Elder Law Committee of the Trusts & Estates Law Section of the Alameda County Bar Association. She is a former chair of the Board of Directors of Asian Community Mental Health Services. She has served as a panelist on a number of CEB elder law programs and has given presentations to professionals and community groups in the Bay Area on various estate planning topics, including conservatorships and durable powers of attorney.

Jeffrey P. Stephens

JEFF STEPHENS

Jeffrey P. Stephens is an attorney with Boutin Jones Inc. in Sacramento. Mr. Stephens received his B.S. degree in business management from Brigham Young University and his J.D. degree from from the University of California, Los Angeles, School of Law. He is a California State Bar Certified Legal Specialist in Estate Planning, Trust & Probate Law. Mr. Stephens’ practice focuses primarily on advanced tax and estate planning for high net worth individuals and their families. He has extensive experience with estate plans utilizing irrevocable grantor trusts to protect and preserve assets. The balance of his practice is devoted to general estate planning centered on wills and revocable family trusts and all aspects of probate and trust administration.

Eric M. Tokuyama 

ERIC TOKUYAMA

Eric M. Tokuyama is a senior counsel in the Private Wealth Services Group in Holland & Knight's Los Angeles office. Mr. Tokuyama graduated summa cum laude from Pepperdine University’s School of Law and obtained his LL.M. in Taxation from NYU. Mr. Tokuyama practices in the areas of tax and estate planning, probate and trust administration, and probate and trust litigation. He has more than 18 years of experience and is dedicated to helping high-net-worth individuals achieve their estate planning goals. Mr. Tokuyama is well-versed in all aspects of probate and trust administration, including the preparation and filing of federal estate tax returns. With respect to probate and trust disputes, Mr. Tokuyama has a thorough understanding of the requisite legal knowledge and a substantial background in cases that involve disputes between fiduciaries and beneficiaries.

Helene Wenzel

Helene Wenzel

Helene Wenzel is a solo practitioner in Estate Planning and ElderLaw. Her law practice includes Estate Planning: the timely preparation of wills, trusts and powers of attorney for health and financial management; post-death probate and trust administration; and ElderWorks: planning for the possibility of incapacity; conservatorships when planning has not been done before loss of capacity; long-term nursing home care; and Medi-Cal eligibility. For two years before opening solo practice, she was Staff Attorney at California Advocates for Nursing Home Reform, fielding questions from consumers, private bar attorneys and legal aid staff throughout California on matters relating to aging at home, assisted living, nursing home placement; and Medi-Cal eligibility. She is a past-President of the Northern California chapter of the National Academy of Elder Law Attorneys (www.NAELA.org) and currently serves on its Board. She received her J.D. from New College of California School of Law and was admitted to the California Bar in 1994.

Products specifications
MCLE HOUR > 9
PRACTICE AREA Estate Planning
PRODUCT GROUP Digital
PRODUCT GROUP CLE
PRODUCT GROUP Digital
Products specifications
MCLE HOUR > 9
PRACTICE AREA Estate Planning
PRODUCT GROUP Digital
PRODUCT GROUP CLE
PRODUCT GROUP Digital