Select Topics in Estate Planning - California CLE

We have selected our most popular lectures and bundled them together into our Select Topics in Estate Planning. This Bundle contains 25 Credit Hours of CA CLE Lectures. All your mandated specialty hours including Elimination of Bias, Implicit Bias, Competence Issues, Civility, Technology and Ethics are included.

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25
Credit Hours
of CLE Lectures
Save $755
Only $495
Save $755
Courses priced individually at $1,250
  • 4 Ethics
  • 2 Prevention Competence
  • 2 Elimination Bias
  • 1 Implicit Bias
  • 1 Technology
  • 1 Civility

Select Topics in Estate Planning Includes:

  • $50

    From Ethics to Enterprise: What AI and ABS Mean for the Modern Lawyer

    Ethics Credits: 1

    As technology and capital reshape the legal profession, attorneys face complex ethical questions that demand thoughtful navigation. This CLE program will examine the ethical challenges—and opportunities—presented by two key forces driving change in the practice of law: artificial intelligence and n...

  • $50

    Estate Planning & the Due-on-Sale Clause: Navigating Trust Transfers, LLCs & the Garn-St. Germain Act

    General Credits: 1

    This CLE program explores the intersection of estate planning and real estate law, focusing on the implications of the due-on-sale clause in the context of transferring real property to revocable trusts, irrevocable trusts, and limited liability companies (LLCs). The due-on-sale clause—commonly fou...

  • $50

    Estate Planning for the Cognitively Impaired

    General Credits: 1

    This CLE course explores the nuances of estate planning with clients who may be experiencing cognitive decline, focusing on the legal standards for capacity, the ethical duties of attorneys, and best practices to prevent and defend against undue influence claims. Attorneys will learn how to asse...

  • $50

    DEIB in Legal Practice: Legal, Ethical, and Strategic Imperatives

    Elimination Bias Credits: 1

    This CLE course provides attorneys with a clear, practical understanding of Diversity, Equity, Inclusion, and Belonging (DEIB) as core components of modern legal competence. Participants will explore how bias influences investigations, litigation strategy, client counseling, and workplace decision...

  • $50

    From High-Functioning to Non-Functioning: Addressing Mental Health and Substance Misuse in the Legal Profession

    Prevention Competence Credits: 1

    “Maybe I drink more than I should, but it isn’t affecting my life—I’m ‘high-functioning.’”. “I’m fine. I just have a lot on my mind, but it’s nothing I can’t handle on my own.” Sound familiar? Many professionals have heard—or said—something similar. Whether the underlying issue involves substanc...

  • $50

    The Promise and Perils of AI in the Legal Industry: Opportunities and Risks

    Technology Credits: 1

    This CLE program provides a practical, attorney-focused introduction to artificial intelligence and its rapidly expanding role in the legal industry. Designed for lawyers at all levels of technical familiarity, the course demystifies core AI concepts—including generative AI and large language model...

  • $75

    Legal Ethics in the Digital Age: Competence, AI, and Professional Responsibility

    Ethics Credits: 1.5

    This CLE course will look at the evolution of legal ethics in the era of artificial intelligence, cybersecurity, and increasing public scrutiny. It will identify the challenges Lawyers must face in their practice in order to provide competent legal representation while maintain strict adherence to...

  • $50

    Navigating Trauma with Clients: Safeguarding Lawyer Wellness

    Wellness Competence Credits: 1

    In representing clients facing crisis, loss, and adversity, attorneys are routinely exposed to secondary trauma—often without recognizing its effects. This CLE explores how such exposure arises in legal practice, the risk factors unique to attorneys across practice areas, and the ways secondary tra...

  • $50

    Best Practices in Trust Planning: Estate, Tax, and Special Needs Strategies

    General Credits: 1

    This CLE course will introduce the use of trusts in the context of estate planning, special needs, and tax considerations. Each section of the course will introduce and explain the issues that need to be addressed in maximizing the benefits of trust planning for your clients. Significant attenti...

  • $50

    Business Succession is More than Trusts and Taxes

    General Credits: 1

    Successful business succession planning involves far more than legal documents, valuation issues, and tax strategies. For closely held and family-owned businesses, the greatest challenges often arise from the human dynamics that accompany the transfer of ownership and leadership from one generation...

  • $50

    QSBS 2.0: Enhanced Opportunities for the Ultra-Wealthy After OBBBA

    General Credits: 1

    Qualified Small Business Stock (QSBS) continues to be one of the most powerful tax planning opportunities available to founders, investors, and high-net-worth families. Recent legislative developments under the One Big Beautiful Bill Act (OBBBA) have created new considerations and planning opportun...

  • $50

    Mastering Offshore Asset Protection Planning

    General Credits: 1

    This CLE program provides a focused, practice-oriented examination of offshore asset protection planning for attorneys advising clients with significant liability exposure. Participants will analyze key case law addressing offshore trusts in U.S. courts, including fraudulent transfer challenges, re...

  • $50

    Rethinking the Toolbox: Charitable Giving with Noncharitable Trusts

    General Credits: 1

    Charitable giving through trusts has become an increasingly important planning strategy, offering opportunities to achieve philanthropic objectives while addressing complex income tax and estate planning considerations. However, evolving IRS guidance, heightened scrutiny of the Internal Revenue Cod...

  • $50

    Use of Asset Protection Trusts for Tax Planning Purpose

    General Credits: 1

    As litigation exposure, creditor concerns, and wealth preservation objectives continue to shape estate planning strategies, self-settled asset protection trusts have become an increasingly valuable tool for high-net-worth and ultra-high-net-worth clients. This CLE program will examine the legal fra...

  • $50

    Skipping Ahead Without Tripping: Hot Issues in GST Planning

    General Credits: 1

    Generation-skipping transfer (GST) tax planning remains one of the most technically demanding areas of estate planning, where seemingly minor drafting or allocation errors can produce significant and unintended tax consequences. This CLE course examines current issues and common pitfalls in GST pla...

  • $50

    10 Mistakes to Avoid When Working with Asset Protection Trusts

    General Credits: 1

    10 Mistakes to Avoid When Working with Asset Protection Trusts,' is designed to help you understand domestic and offshore trust planning. It provides tips and tricks to minimize risks and protect your assets while avoiding common mistakes. The presenter covers essential aspects, such as selecti...

  • $50

    Planning With Purpose: Legal Insights into Charitable Giving

    General Credits: 1

    Charitable giving is an increasingly important element of modern estate planning, and attorneys must be prepared to guide clients through the full range of available options. This CLE program will examine how to incorporate philanthropic goals into estate plans using a variety of strategies, from s...

  • $50

    Diversity & Inclusion in Law: Recognizing the Impact of Implicit Bias on Lawyers and Legal Practice

    Implicit Bias Credits: 1

    Diversity and inclusion remain critical priorities within the legal profession, particularly as attorneys navigate increasingly diverse clients, colleagues, juries, and communities. This CLE program explores the role of implicit bias—unconscious attitudes and assumptions that can influence judgment...

  • $50

    Protecting Vulnerable Plaintiffs: Special Needs Trusts, Public Benefits, and Settlement Planning

    General Credits: 1

    When representing plaintiffs who are vulnerable due to disability, age, or other factors, careful planning is critical to ensure that their settlement funds are protected and their eligibility for public benefits is preserved. This CLE course provides a comprehensive overview of the legal tools and...

  • $50

    The Evolution and Devolution of Civility

    Civility Credits: 1

    This CLE program examines the evolving role of civility in the legal profession and the increasing attention courts and regulators are paying to attorney conduct. As concerns about incivility in litigation, motion practice, discovery, and courtroom advocacy have grown, courts have turned to discipl...

  • $50

    Best Practices In The Use of Trusts

    General Credits: 1

    This engaging CLE course provides a comprehensive introduction to the strategic use of trusts in estate planning, with a focus on addressing special needs and optimizing tax considerations. Designed for attorneys, this program breaks down the critical issues that must be navigated to maximize the a...

  • $50

    A Deep Dive into Trusts: What You Need to Be Aware Of

    General Credits: 1

    Unlock the power of trusts in estate planning with this comprehensive CLE course. Designed for attorneys advising clients on asset management, wealth preservation, and legacy planning, this presentation explores the essential role trusts play in providing financial security, minimizing family dispu...

  • $50

    Pooled Special Needs Trusts: An Important Tool to Protect Clients & Preserve Public Benefits

    General Credits: 1

    If your client has a disability, or has a loved one with a disability, this impacts representation in a variety of areas, including estate planning, family law, and personal injury law. The complexity of planning for the future and navigating public benefits creates unique challenges. Attorney...

  • $75

    Ethical Conflict of Interest Issues

    Ethics Credits: 1.5

    This practical CLE program explores common ethical pitfalls attorneys encounter in everyday practice and offers clear, actionable guidance for avoiding them. Participants will examine issues such as forming unintended attorney-client relationships, drafting effective engagement letters, managing co...

25
Credit Hours
of CLE Lectures

CLE Your Way, Anywhere!
DVDs, Audio CDs, USB Stick, Online & iOS/Android App included at no extra charge!

Course Media Options
Only $495
Save $755
Courses priced individually at $1,250
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