Get EPI admission with a CLEPassport
Get live and on-demand access to the 2025 EPI programs, materials, as well as unlimited access to CEB’s full library of 700+ California-specific MCLE courses. This includes nearly 200 courses approved for California legal specialization in estate planning, trust, and probate law, plus additional courses in related areas like business entities, real estate transactions, evidence, and civil litigation.
With CLE Passport, you also get on-demand access to videos and materials from the past five Estate Planning Institutes. If you haven’t attended prior events, this is a fantastic collection of material to supercharge your practice.
What Past Attendees Had To Say
“Honestly, could not have been any better.“
“Loved it. Worth the two days!!!”
“I am a better lawyer because of CEB.”
“Excellent teaching staff. Well worth the time.”
“I really enjoyed it. I came away a lot more curious and motivated to practice estate planning.”
“This was such a good conference. So many useful items to include in my practice. Great ideas for content.”
Speakers you can trust. Sessions relevant to your California practice.
Get the best and brightest new ideas in planning for California estates. The annual UCLA/CEB Estate Planning Institute, now in its 47th year,
is a master class taught by experienced practitioners advising on complex trust and estate preparation. Legal professionals, fiduciaries, and tax planners will find value in attending. This two-day training with 12 hours of MCLE and LSCLE credit is essential for staying up to date on sophisticated California estate planning.
How to do a Proper Conflicts Check
Peter Mott & Alyssa Sherriff
Properly identifying and managing conflicts of interest is essential in estate planning to protect clients and avoid ethical pitfalls. In this bonus 30-minute lunchtime program, Peter Mott and Alyssa Sherriff of Brody Wilkinson PC will walk through the key steps of conducting a thorough conflicts check, from identifying potential conflicts among family members and fiduciaries to navigating joint representation issues, offering practical guidance on best practices, risk mitigation strategies, and compliance with ethical rules to ensure a smooth and defensible estate planning process. This concise yet informative session is a must for attorneys looking to refine their approach to conflict checks in their practice.
Planning in Anticipation of TCJA 2.0
Kim Kamin, Stephen Liss & Christopher Siegle
For the past several years most estate planners have been concerned about the TCJA bonus exemptions sunsetting at the end of 2025. Now that seems significantly less likely, but if the last twenty years have taught us anything, it is to expect the unexpected. In this presentation, Kim Kamin, Stephen Liss, and Christopher Seigle will review the vast array of tools estate planners have to assist their clients during these uncertain times, with a particular emphasis on drafting that maximizes flexibility.
How Will AI Impact Estate Planning?
Tracy Potts
AI is rapidly transforming the legal landscape, and estate planning is no exception. In this program, Tracy Potts of Legacy Law Group explains how artificial intelligence is shaping estate planning practices, from automated document drafting to AI-driven risk analysis and client interactions, highlighting the benefits and limitations of AI tools, ethical considerations, and how to integrate emerging technologies while maintaining compliance and personalized client service.
Planning for Blended Families
Rebecca O’Toole & Jennifer McGibbons
In today’s complex family structures, attorneys need advanced strategies to navigate the unique challenges of estate planning for blended families. In this session, Rebecca O’Toole of Greenberg Traurig and Jennifer McGibbons of Sullivan McGibbons Crickard explore advanced methods to address these complexities, including when and how to use a power of appointment in blended family estate plans. By the end of the program, attendees will be equipped with the tools to create fair and effective estate plans that reflect the diverse needs of blended families.
Gain EPI admission FREE — exclusively with the CLEPassport
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Enjoy free access to this 2-day event worth 12 hours of MCLE / LSCLE credit