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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 48th 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.

With CLE Passport, you also get on-demand access to videos and materials from the past six Estate Planning Institutes. If you haven’t attended prior events, this is a fantastic collection of material to supercharge your practice.

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CLEPassport® for individuals — $890 per year

Best option if you:

  • Want on-demand EPI access
  • Need more than 12 hours MCLE or LSCLE credit.
  • Want a go-to source for California-specific MCLE, LSCLE, and professional development.
  • Plan to attend any other CEB Learning Institute throughout the year.

Includes:

  • 2026 EPI on-demand access.
  • Free access to all other CEB Learning Institutes.
  • Unlimited access to the full CEB Learning course catalog, with other 200 hours of content specific to California trusts & estates, and over 100 hard-to-come-by special requirements credits.

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Best option if you:

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  • Only want 12 hours MCLE or LSCLE credit.

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  • Just enough credits to watch all sessions of the 2026 EPI.
  • No credits left to watch additional MCLE courses.
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CLEPassport for Firms & organizations — pricing varies

Best option if you:

  • Multiple people from your firm want to view the 2026 EPI on demand. 
  • Multiple people from your firm want to attend any other CEB Learning Institute throughout the year. 
  • You want a firm-wide professional development resource.

Includes:

  • Firm-wide 2026 EPI on-demand access
  • Firm-wide free access to all other CEB Learning Institutes
  • Firm-wide unlimited access to the full CEB Learning course catalog, with over 200 hours of content specific to California trusts & estates, and over 100 hard-to-come-by special requirements credits

To find the right option for you and your team, contact the CEB Sales team at (800) 232-3444 or via email sales@ceb.ucla.edu

Featured Session, Thursday, April 23, 2026; The Disclosure Dilemma: Avoiding surprises, lawsuits, and family fallout. With headshots of the three speakers: Amy Castro from The Williams Group, Stacie Nelson from Holland & Knight, and Matt Owens from Sheppard.
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Matt Owens, Amy Castoro, and Stacie Nelson

This program will be an engaging and interactive discussion exploring the advantages and risks of communicating an estate plan to family members. This program examines whether—and how much—clients should disclose about their estate planning decisions, weighing transparency against privacy and potential family conflict. Drawing on real-world scenarios and practitioner experience, the program addresses legal, practical, and relational considerations, including managing expectations, reducing the risk of disputes, and preserving client intent. Gain practical guidance to help clients make informed decisions about estate plan communication in light of their unique family dynamics and goals.
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Jeff Ostrum, Martin Behn, and Laura Zeigler

Estate planning used to be about what happens when we die. Today, it is increasingly about what happens if we live. As clients live longer and experience extended periods of retirement, incapacity, and multigenerational involvement, traditional estate planning assumptions are increasingly tested. This program examines estate planning strategies tailored to extended lifespans. Topics include life insurance planning, incapacity planning, evolving beneficiary needs, and flexibility in trust design to help structure estate plans that adapt over time, preserve client intent, and address the realities of longer lives and changing family dynamics.
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Michelle Ferreira, James Creech, and Dennis Leonard

This trio will examine the growing importance of addressing digital assets and cryptocurrency in modern estate planning. As clients increasingly hold online accounts, digital property, and cybercurrency, practitioners must understand the legal and practical challenges involved in ensuring access and transfer at incapacity or death. This session explores applicable federal and state laws, fiduciary access issues, and key drafting considerations for wills, trusts, and powers of attorney, offering practical guidance on how to safeguard client intent, facilitate fiduciary access, and integrate digital assets and cryptocurrency into comprehensive estate plans.
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Jocelyn Burkowski and Jeff Patterson

Examine the use of purpose trusts as specialized planning tools to carry out noncharitable objectives under applicable law. The session explores when purpose trusts may be appropriate, the statutory frameworks that authorize them, and key drafting and administration considerations. Topics include enforceability issues, the role of trust enforcers or trustees, duration and termination concerns, and practical applications with the goal of structuring and drafting purpose trusts to ensure they effectively implement client intent while remaining administrable and legally sound.
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Get Free EPI Admission with a CLEPassport

Get live and on-demand access to the 2026 EPI programs and materials, as well as unlimited access to CEB’s full library of 800+ 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 such as 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 six Estate Planning Institutes. If you haven’t attended prior events, this is a fantastic collection of material to supercharge your practice.

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Already a CLEPassport holder? Enjoy free on-demand access to this event worth 12 hours of MCLE/LSCLE credit. 

What Past Attendees Had To Say

“I am a better lawyer because of CEB.”

“This was such a good conference. So many useful items to include in my practice.”

“Excellent teaching staff. Well worth the time.”