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.
MCLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App!
Instantly Print Your MCLE Certificates
-
What You Need To Know About Asset Protection Planning
Asset protection is designed to minimize a client’s exposure to risk, ideally before that risk has presented itself. This CLE course will explain how to structure asset protection to best safeguard your client by proactively establishing protective measures or taking into account all the potential issues including the nature of claims and identity of the debtor. The course will review attorney obligations in asset protection, potential protection structures, creditor solutions and issues relat... More Info
$1001.75General Credits -
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
$751.75General Credits -
New Jersey Will Drafting Basics
Learn the basics of how to draft a Will for a New Jersey client. This CLE program will review the statutory requirements that are the foundation for a valid Will. Become familiar with 7 specific Will provisions and clauses that address a wide range of typical client concerns. Course materials include complete Wills for a single person and married couple along with 3 Will excerpts with suggested provisions for married couple with young children; married couple with adult children; married coupl... More Info
$751.75General Credits -
Heckerling Highlights, Key Tips and Insights: Advice From the Experts in Uncertain Times
The Heckerling Institute of Estate Planning is the largest and most respected estate planning conference of the year. This one hour CLE presentation will provide an overview of many of the recent developments and planning ideas discussed at this major conference. The handout materials include a 140 page summary of many of the presentations at this program. More Info
$751.75General Credits -
Guardianships: How to Plan for the Unplanned
Sometimes unfortunate things happen without a warning. If we do not plan ahead and if we do not assist our clients to plan ahead, the consequences are dire. This CLE will help attorneys’ better assist clients in preparing for the unexpected, starting with a Health Care Proxy, a Will and ultimately Power of Attorney (POA). If these things are not in place, and the parents of a child die, or an adult becomes incapacitated, a Guardianship petition is necessary. This CLE will also assist in determ... More Info
$751.75General Credits -
Family Offices: A to Z About Acting as Legal Counsel for a Family Office
Family offices and ultra high-net-worth families have many complex legal issues that need to be met by competent and knowledgeable attorneys. In addition to the legal needs of multigenerational families of wealth, the creation of fast-growing companies in the technology sector and other industries has led to a new class of wealth holders who need qualified legal advisors. Attorneys serving these families are called on to find unique legal solutions to complex issues, and therefore are b... More Info
$751.75General Credits -
Ethical Issues in Making Capacity Decisions
“Capacity” is a medical determination that is broadly used to describe a person’s ability to act in a legal environment, as well as the level to which they are accountable or responsible for their actions. The incidence of cases in which capacity is an issue has grown substantially in the past few years because of the aging demographic and the increasing number of cases involving serious mental illness, substance and/or alcohol abuse, or other related mental health concerns. In civil matters,... More Info
$751.75Ethics Credits -
Estate Planning, Guardianship and Medicaid Eligibility
An Estate Planning and Elder Law Primer for practitioners who do not practice in the areas of Estate Planning and Elder Law. Learn the ins and outs of Asset Protection, Estate Tax Planning, the importance of Advance Directives, Probate, Special Needs Planning and Medicaid planning. More Info
$1001.75Total Credits0.75 Ethics -
Estate Administration, Estate Planning and Lien Resolution Basics for Personal Injury Attorneys
This CLE program will provide the personal injury attorney with the basic understanding of the ins and outs about Estate Administration and its requirements for establishing an estate fiduciary to be able to continue with a personal injury and/or wrongful death actions. In addition, there will be insight provided as to what estate planning needs may come about as a result of the settlement of case for personal injuries and/or wrongful death. Finally, attendees will learn about the basics abou... More Info
$751.75General Credits -
Estate Administration for Newly Admitted New Jersey Attorneys: Commentary on our Statutes
For a novice attorney, administering an estate in New Jersey can seem overwhelming. But most of the information needed to successfully accomplish estate administration can be found in one place—Title 3B. This CLE course will offer a comprehensive review of Title 3B and the default provisions governing instruments in New Jersey as well as what steps to take when no instruments appear such as with guardianship and intestacy. The course will explain laws governing rights, duties and power... More Info
$1001.75General Credits