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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Representing the Section 1031 Tax Deferred Exchange Client
Internal Revenue Code §1031 tax-deferred exchanges provide tremendous tax savings by allowing owners of real property to defer the capital gains normally due upon the sale of their property. This CLE program will explain how to effectively represent the needs of their clients who are contemplating an exchange. The program will discuss: The qualifications and requirements for an exchange Preparation of the sales contract, settlement statement and other closing procedures Considerati... More Info
$501.25General Credits -
Self-Settled Trusts After Wacker
The Supreme Court of Alaska just held that Alaska could not require that proceedings relating to the transfer of assets to an Alaska self-settled trust be before an Alaska court. The Court did not invalidate self-settled trusts created in that state as some commentators have suggested. The viability of Alaska (and other state) self-settled trusts shielding trust assets from the claims of the grantor’s creditors was not disturbed. This CLE program will explain why, with such high tempo... More Info
$751.25General 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
$501.25General Credits -
Skip Tracing for Lawyers
Attorneys in most areas of practice, especially trust and estates, personal injury, malpractice, debt collection and real estate law occasionally encounter situations requiring the location of missing people. This includes heirs, beneficiaries, witnesses, shareholders and debtors. In many instances, with the proper knowledge, resources and creativity, lawyers may be able to locate these absentees without having to retain the services of private investigators or skip tracers. This conti... More Info
$501.25General 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
$501.25General Credits -
Technology, Ethics, and Estate Planning Practice Management
This CLE program will discuss how estate planners can use technology, sometimes in creative ways, to enhance their practice, add efficiencies and cost savings, and provide better protection from problems. How can document generation software enable you to create more robust documents at less cost and permit you to provide better service and planning to your clients. How can you adapt common tools such as calendar and billing systems to provide better communication with your clients, and better... More Info
$751.25Ethics Credits -
The Associate’s Guide to Estate Planning
This program is designed towards providing a solid understanding on the basics of estate planning to attorneys and legal professionals entering the trusts and estates field, attorneys seeking a review of estate planning concepts and those wishing to gain a detailed overview of the field. The course will begin with the discussion of the typical documents that make up a client’s estate plan with an in-depth description of the uses of each of the documents and practical pointers in their draftin... More Info
$501.25General Credits -
The Role of the Court Evaluator: How to Distinguish Yourself and Properly Protect an AIP
The CLE lecture will provide pertinent information to anyone wishing to serve on the Part 36 list, as a Court Evaluator, on how to properly perform your duties serving in such a role. The lecture will describe how to protect the interests of the Alleged Incapacitated Individual and how to assist in resolutions. The course will further give you tips on what the Court is looking for during the course of your investigation and how to adequately provide said information to the Court. More Info
$501.25General 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
$501.25Ethics Credits -
When Brotherly Love Goes Wrong: Defending Against Constructive Trust Claims
One of the first things lawyers learn is that no one can claim an interest in another's real estate without a deed or a written contract. Surprisingly, there is an exception to the rule. Constructive trusts, often filed by disgruntled family members, can tie up real estate claims for years and cost your clients dearly. This comprehensive CLE course will explain constructive trusts and their elements, notices of pendency, and perhaps most importantly, how to defend against constructive trusts... More Info
$751.25General Credits