Live Webinar | Thursday, April 18th - Friday, April 19th, 2024 | $449 or FREE with CLEPassport
Get free EPI admission with a CLEPassport
Get live and on-demand access to the 2024 EPI programs, materials, and the Community Forum, and get unlimited access to CEB’s full library of over 700 California-specific MCLE courses, including 153 courses approved for California legal specialization credit in the area of estate planning, trust, and probate law with additional courses in cross-over areas such as forming and operating business entities, real property transactions, evidence, and civil litigation practice.
CLE Passport also provides on-demand access to videos and materials of past the past five Estate Planning Institutes (2019-2023). If you haven’t attended prior events, this is a fantastic collection of material to supercharge your practice.
Or only $449 for event admission only.
12 Hours of Participatory MCLE & LSCLE Credit
The Estate Planning Institute covers issues of significant importance to the estate planning specialist, the attorney who handles a moderate number of estate planning cases, professional fiduciaries, and tax professionals. Topics are led by nationally recognized experts and assumes considerable experience in estate planning.
Live event only; no on-demand access with event ticket purchase. Must purchase CLEPassport for on-demand access.
Join the EPI Community Forum
EPI sessions often spark high-level and sophisticated conversations with your peers. Those conversations are no longer confined to the chat on the side of the sessions, gone with the end of the session. Continue the conversation on the EPI Community Forum. Make even more lasting and meaningful connections with the presenters and your fellow seasoned estate planning practitioners who have valuable experience and perspective to share.
Your 2024 EPI registration will allow you to access and interact with the Forum for a full year. A full year to bounce ideas around a community of your peers. A full year of conversations about every estate planning development as it comes up. A full year of offering and receiving valuable advice and recommendations from others you know.
“I really believe in what you are doing. I am a better lawyer because of CEB.”
“I really enjoyed this two-day session.”
– Prior EPI Attendees
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 46th 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.
Selected speakers and sessions (check back later for more session information):
"Unhappily Married" – Conflicts of Interest and Other Ethical Issues in Intergenerational Marital Estate Planning
Elizabeth Carter & Linda Retz | Linda Retz and Elizabeth Carter will discuss how to handle intergenerational estate planning and planning involving second (and further) marriages and the inherent conflicts and ethical issues surrounding joint representation of family members and marital planning with partners of disparate income and educational levels.
Directed Trusts, Now a Statutory Reality in California
Philip Hayes & Michael Rosen-Prinz | Directed trusts have been used to insulate a trustee from liability by placing asset management and distribution authorization authority in the hands of a second fiduciary, the trust director. However, until adoption of the California Uniform Trust Act, attorneys and trustees remained cautious about using them. Join Philip Hayes and Michael Rosen-Prinz to learn about the new act and how it can benefit your clients.
International Estate Planning for Canada and Mexico
Marsha Dungog, Pedro E. Corona de la Fuena & Raúl Villarreal-Garza | Program description coming soon
Current California Developments
S. Andrew Pharies | Stay up to date with this discussion of the most important changes to California’s legal landscape and how they impact your estates and trusts practice.