California Select Topics in Estate Planning

CLE Accreditation Info

United Institute is an accredited CLE provider in California, Provider #15390. All courses offered are approved for CLE credit in California. To view further accreditation details, please click here.

25 Credits
w/ 5.5 Ethics & 1 Elimination Bias & 1.25 Competence Issues
Only $349
Courses Priced
Individually at $778

We have selected our most popular lectures and bundled them together into our California Estate Planning Bundle. This Bundle contains 25 Credit Hours of CA CLE Lectures. All your mandated specialty hours including Elimination of Bias, Substance Abuse Prevention and Ethics are included. Simply click the "Buy Now" button and checkout!

The California bar has deemed our online platform as “Participatory CLE” so you can fulfill all 25 of your CA credit hours with us! All of our courses are accessed online through our website.

Even under normal circumstances, the application of ethics during litigation is challenging. But during times of upheaval, with a downward pressure on fees it becomes even more difficult. The current work from home environment also contributes, addi...
Ethics Credits:3
Seemingly innocuous comments, pronoun use and jokes can all seem innocent, but may amount to an inadvertently hostile environment for employees. Employee turnover as a result of such toxic environments are never good for a businesses’ bottom line. T...
Elim. Bias Credits:1
Many people claim you should never go into business with family. This is especially true when it is time to sell, and you run headlong into a combination of tax and financial issues and personal family dynamics that can stall and even destroy any pr...
General Credits:1
The ever-changing tax world is, once again, changing and preparations cannot be delayed. While the future tax laws under the new administration are impossible to predict with 100% certainty, there’s plenty to consider, especially given that tax prop...
General Credits:1
The nuances of computer technology and data security are not exactly common knowledge amongst attorneys yet complying with today’s ethics related to the digital world is essential. This CLE course will address the many hidden dangers in the tool...
Ethics Credits:1.5
All IRA’s follow a system of basic taxation rules. These apply to Traditional IRA’s, Roth IRA’s, SEP IRA’s and SIMPLE IRA’s. This CLE course will offer a detailed overview of these rules as well as the prohibited transaction and unrelated taxable in...
General Credits:1.5
Financial planning is about more than just retirement. This CLE course will address a variety of financial planning issues such as student loan debt, taxes, financial aid eligibility, and salary disbursement. The course will discuss the interrel...
General Credits:1
Looking to serve on the Part 36 list as a court evaluator? This CLE course is for you. Learn to properly perform your duties, assist in resolutions and protect the interests of the Alleged Incapacitated Individual. Tips on what the court is looking...
General Credits:1.25
Trying to plan for tangible property presents a variety of challenges, many of them quite complex. This CLE course explains tangible property and how it is legally defined and presents strategies for planning. The course will address a myriad of iss...
General Credits:1
This CLE course will provide a comprehensive overview of the best estate-planning strategies. The course will look at the issues from both a state and trust situs perspective, as well as from a federal standpoint, and will present how potential futu...
General Credits:1
It’s been almost a year since the enactment of the Setting Every Community Up for Retirement Enhancement Act (SECURE) and practitioners still do not know how the new law impacts their clients, or their strategies and practices for retirement plannin...
General Credits:1
Without time and support to adjust to the sudden change, even sudden wealth can be a burden. In fact, the term Sudden Wealth Syndrome was coined to explain what happens when unexpected or abrupt fortune creates overwhelming pressures, leading to emo...
General Credits:1.5
This CLE course will address the issue of dispositive provisions and how they may impact estate planning in the case of a will or removable trust. The course will explain what these provisions entail and how to analyze them effectively. The cour...
General Credits:1
The Bitcoin network came into existence in 2009 and since then, internet currencies have made incredible strides. Their credibility is such that cryptocurrencies are accepted as secure forms of payment, they can be digitally stored and do not requir...
General Credits:1
Art assets always seem like a good investment, if you know what you’re doing. This CLE course will provide a complete picture of how to manage fiduciary responsibility with regards to art assets. The course will cover selling options and issues...
General Credits:1
The Internal Revenue Service frowns upon the overvaluation of real estate gifts. Appraisers thinking they are doing the donor a favor by providing a high range may actually do more damage than good. This CLE course will explain that whether it’s rea...
General Credits:1
Estate planning practices, like those in other markets, have been drastically altered by technology. With most firms going paperless and utilizing cloud-based software, document generation software and other products to facilitate better interaction...
General Credits:1
Payments that are meant to be partly contributions and partly for goods and services provided to the donor by a charity are called quid pro quos (QPQ). These may apply to a fundraising banquet when the donor’s contribution covers more than the cost...
General Credits:1
Drafting a trust document requires specific skills. Practitioners who draft trust documents don’t always consider that certain terms or language can make it very hard for the fiduciaries who are trying to enforce the grantor’s wishes. Undefined term...
General Credits:1
Litigation matters often require investigations by lawyers, typically of the opposing parties and the facts underlying the case. These investigations are often conducted by third parties who research public records, interview witnesses and conduct s...
Ethics Credits:1
Alcoholism, drug addiction and mental health disorders are on the rise, leading to an increase in impairment in the legal profession. According to the statistics, 1 in 3 attorneys will need mental health services at some point in their careers....
Competence Credits:1.25
25 Credits
w/ 5.5 Ethics & 1 Elimination Bias & 1.25 Competence Issues
Only $349
United Institute is an accredited CLE provider in California, Provider #15390. All courses offered are approved for CLE credit in California. To view further accreditation details, please click here.