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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Will Contests: Saving Your Inheritance
This CLE is 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 comprehensive program will review the laws, rules and procedures involved in Will contests from the viewpoints of both the proponent and the objectant. Get practical and time saving tips together with step-by-step guidance to navigating a contested estate. More Info
$501.25General Credits -
Advanced Tax Planning Techniques
The tax code could never be described as simple, but that doesn’t mean it’s unmanageable. This CLE course will present creative tax planning techniques for partnership, real estate, corporate, international, individual and estate tax rules utilized by leading tax professionals. Common obstacles, including judicial doctrines and disclosure rules will also be presented. More Info
$751.5General Credits -
Building the Modern Family through Third Party Reproduction
For hundreds of years parentage laws in the United States have been grounded on the premise that a man and a woman must have “intimate relations” in order to conceive a child. Recent advances in medical technology have changed that paradigm and the child of the modern family is often conceived in a medical laboratory rather than in a bedroom. Conceiving a child the modern way may involve as many as six people in the process if the intended parents need donor eggs or sperm or a woman to gestat... More Info
$751.5General Credits -
Drafting Prenuptial Agreements
This CLE lecture is a sophisticated look at the process of drafting complex prenuptial agreements for high net worth individuals. It explores the basic ideas and concerns that must be handled in terms of a prenuptial agreement. The lecture describes the three basic areas which must be covered in a prenuptial agreement; the difference between marital and separate property; issues relating to agreement regarding maintenance, as well as estate issues. Learn innovative techniques as to ho... More Info
$751.5General Credits -
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
$751.5General Credits -
Estate Planning to Prevent Sudden Wealth Syndrome
Sudden Wealth Syndrome can occur when an heir is given a significant inheritance without time and support to adjust to suddenly being wealthy. The overwhelming pressures of unexpected and/or abrupt fortune can develop into emotional and behavioral afflictions. The result is usually mismanaging and squandering the inheritance. In short, your estate plan may have avoided probate and minimized taxes … but it did not help your clients’ heirs like your client intended. This CLE presentation... More Info
$751.5General Credits -
Ethics “Gotchas” That Every Estate Planners Must Know
In today’s fast-paced environment, with ever changing estate and tax laws, estate attorneys have plenty “on their plate” to know and understand. One important area that every estate planning attorney must know about is their duties to their clients under the Rules of Professional Responsibility. Failure to understand conflicts and the ethical issues in estate planning can lead to expensive and time-consuming ethics investigations, not to mention possible loss of licensure.... More Info
$751.5Ethics Credits -
Guardianships Across Jurisdictions: Basic Considerations For the Attorney Practitioner
The Uniform Laws Commission (ULC) aimed to make the guardianship process easier to understand for both attorneys and those that need to comply with the rules. 46 out of 50 states have adopted most, if not all, of the rules. The ULC updated provisions including, inter alia, (1) property management protections, (2) provisions related to minors subject to guardianship, (3) improvements to compliance for limited guardianships, (4) new protections to prevent exploitation, (5) rights to vi... More Info
$751.5General Credits -
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
$751.5General 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
$751.5General Credits