California MCLE - Trusts and Estates Courses

This is a listing of Trusts and Estates CLE Courses for California. Please make your selection below of California CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.

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  • The Hidden Secrets of Constructive Trust Litigation

    This CLE course will address the hidden secrets of constructive trust litigation. A typical example could be if one’s client has executed a deed signing away his property, with full knowledge of what he was doing. However, he had an "understanding" that he would get it back someday. Does the statute of frauds bar relief? Maybe not. The author of the new book "Litigating Constructive Trusts" reveals some critical issues that come up in constructive trust cases, and how to use those matt... More Info

    $75
    1.75General Credits
  • The Secure ACT: Five Key Considerations

    This CLE course will focus on five key considerations of the SECURE Act and how this law may affect your financial plan as an attorney. Some of the topics we will cover include: The new age requirements for RMDs Distribution options for beneficiaries Age limitations on traditional IRAs Flexibility around 529 plans Changes to rules around retirement distributions for births and adoptions More Info

    $50
    1General Credit
  • Discovery in Surrogates Court: The Good, The Bad, and The Ugly

    Designed for those new to Surrogate’s Court practice as well as experienced estate planners and litigators who want to bring their practice to the next level, this CLE program will review the laws, rules and procedures involved in litigating matters in Surrogate’s Court from the viewpoints of both the petitioner and the respondent. This course also aims to provide some practical and time saving tips and some suggestions for must dos and absolutely don’ts. More Info

    $50
    1General Credit
  • Estate Planning for Attorneys Who Help Business Owners

    The purpose of this course is to prepare estate planning attorneys to serve clients who own small businesses as part of comprehensive estate planning. Estate planning for business owners goes far beyond a will. Business owners must address operations, customers, employees, vendors, licenses, leases, and other matters as part of their plan. This CLE course will help the attorney manage client expectations and manage the expectations of the other players involved in the estate planning p... More Info

    $75
    1.5General Credits
  • Love and Legislation Makes a Family: The Child Parent Act 1 Year In

    Despite its reputation for legislative progressiveness, prior to the passage of the Child Parent Security Act (CPSA), New York had one of the nation’s most antiquated surrogacy laws featuring a ban on enforceable compensated surrogacy arrangements. That ban, which imposed harsh penalties on those participating in compensated surrogacy arrangements, resulted from the infamous Baby M case which involved a contest between the surrogate (who had supplied the egg used in conception) and the child... More Info

    $75
    1.5General Credits
  • Shoemakers with Barefoot Children: What Attorneys Need to Know About Their Own Estate Planning

    This CLE program will feature a discussion of how to make an action plan to protect yourself, your family and your practice. This practical "how to" program will review practical asset protection planning steps practitioners should consider, current generation of insurance options that may help practitioners and other practical steps they should consider. While many of these planning ideas are suitable for clients, the focus of this program is helping YOU – the practitioner. More Info

    $50
    1General Credit
  • Long Term Care Ins and Outs: Elder Law Update

    Unexpected, unreimbursed long-term care expenses, be they for cognitive or physical impairments, can have catastrophic effects on a client's personal life, as well as the lifestyle of their spouse and family. Arrangements that clients make or don't make while they are younger and healthy will determine the quality of their lives & their families lives going forward. This CLE course will discuss what you and your clients need to know about Traditional & the new Combo/Linked insurance pla... More Info

    $75
    1.5General Credits
  • Selling and Purchasing Real Property Through Decedents’ Estates

    Our expert panel will address how to convey good title out of a deceased individual's estate where: there are defined deed tenancy and survival recitals; there is probate of a last will and testament and death with a will; there are administration proceedings and death without a will; deeds from sole heirs with no probate or administration; and other unique cases of passing a decedent's interests More Info

    $50
    1.25General Credits
  • What Happens To Your Practice If You Die Or Become Disabled

    What happens to your practice and your family if you die or become disabled? This is a practical CLE program that focuses on the preventive steps to ethically comply with your obligations to your clients, protect your family and to recover the value of your practice. This seminar is designed to raise awareness and increase preparedness in the event of a catastrophic occurrence in your life. It is designed primarily for solo and small firms. More Info

    $50
    1.25Ethics Credits
  • Split-Dollar Life Insurance Planning After the Levine Case

    A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as an aggressive split-dollar life insurance plan to minimize estate taxes. Estate of Marion Levine v. Commr. 158 T.C. No. 2, This CLE will set the stage with a review of split-dollar planning then analyze the case. This follows prior cases that held against other taxpayers using similar techniques. Understanding what the taxpayer did right in the Levine case, and how that contrasts t... More Info

    $50
    1.25General Credits

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