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.

25½ Credits
w/ 8 Ethics/Specialty Credits
Only $349
Courses Priced
Individually at $810

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.

The principles of agency law and the ethical as well as fiduciary responsibilities that each lawyer owes to their client is a critical part of the attorney/client relationship. This CLE course explains all of these duties and they apply to the wide...
Ethics Credits:2.25
Not every ethical decision is a choice between right and wrong, bad and good. Some are far vaguer, battling in the shades of gray where our responsibilities to clients may blur the lines. This CLE course will tackle some of the more profound, overar...
Ethics Credits:1.75
This CLE course is designed to provide attorneys who do not practice Estate Planning and Elder Law with an introductory overview on these areas. The course will include issues related to Estate Tax Planning, Medicaid planning and Special Need plannin...
General:1 Ethics:0.75
While not common knowledge, filing a Federal Estate Tax Return, Form 706, is a requirement on the death of a first spouse. In fact, failure to do so might be malpractice. Interestingly, this is true even if the combined estates of both spouses us und...
General Credits:1.5
We usually don’t think of estates in relation to the term life cycle, yet estate administration has within it many parallels and involves some complex considerations. This CLE course will provide a comprehensive overview of estate administration, gui...
General Credits:1.5
The Tax Cuts and Jobs Act dramatically overhauled the tax rules across the board. A sweeping bill that impacts business and personal taxes and affects every aspect of estate planning including: • asset protection • charitable giving •...
General Credits:1.5
As in every other field today, technology is transforming estate planning. This CLE course explains how estate planners can creatively utilize technology to enhance efficiency, minimize costs and develop strategies to minimize risk. Topics include do...
Ethics Credits:1.25
The legal obligations of being an executor or trustee is often underestimated. This CLE course will review these responsibilities as well as the legal and practical issues that trustees may confront. The course will offer strategies for managing thei...
General Credits:1
The United States is known as one of the greatest financial and tax havens on the globe. Not only do international investors benefit from the investment opportunities in real estate and other assets in the US, but US-based investors spread their weal...
General Credits:1
As estate tax planning becomes less relevant and the repeal of the federal estate tax seems a reality, the world of estate planning is rapidly changing. In fact, what sounds like the tools for the wealthy, are becoming applicable to all. Asset Prote...
General Credits:1
In the modern-day marriage, pre and post-nuptial agreements are practically a given. The most effective of these utilize an interdisciplinary approach, particularly where trusts are concerned. This CLE course will provide a comprehensive overview of...
General Credits:1
Protection is the key element in designing trusts, which are perhaps one of the most powerful tools to minimize future risk to assets. But how do you best safeguard your client’s assets? What provisions should be used in drafting trusts to ensure suc...
General Credits:1
Non-reciprocal Spousal Lifetime Access Trusts (SLAT’s) can offer incredible planning benefits for married clients. If adjusted to the current environment, it offers a useful default estate and financial planning strategy to achieve a variety of plan...
General Credits:1
The term implicit bias has received a great deal of attention lately and has been identified as the cause of unjust behaviors in everything from hiring practices to the legal system. But what is implicit bias and how rampant is it in reality? How muc...
Elim. Bias Credits:1
Art collections are not like other assets. Built upon personal vision, creativity and passion, they are difficult to evaluate, and even harder to incorporate into a comprehensive tax and financial plan. Whether you are a collector or an advisor, this...
General Credits:1
The very notion of philanthropy has evolved greatly in the past decade, but regardless of how charitable a person may be, there are still better and worse ways to provide funding for a cause. This CLE course will provide tips and strategies to advise...
General Credits:1
Estate tax exemptions have had a dramatic impact on estate planning. Currently, very few decedents pay an estate tax and that will likely remain the case regardless of whether or not tax reform is enacted. This CLE course will address the wide-range...
General Credits:1
The Tax Cuts and Jobs Act, signed into law on December 2017, made sweeping changes in both personal and estate tax rules. It leaves no area of planning unaffected and impacts everything from charitable giving, choice of entity and itemized tax deduct...
General Credits:1
The new tax laws will not be kind to charitable giving, and the impact on donations may be severe. This CLE course, designed, for donors, planners and fundraisers, will explain the Tax Cut Jobs Act of 2017 and its impact on charitable giving. The cou...
General Credits:1
Addiction is a factor in many legal cases and attorneys need to know how to identify addiction and its legal definition. This CLE course, presented by Mick Meagher, Esq., a seasoned attorney and the author of a highly acclaimed book on intervention,...
Competence Credits:1
This informative CLE course will begin with a general overview of trusts and the concepts that are common to standard trusts. The course will then advance to more complex topics such as revoking irrevocable trusts, retaining control through trust pro...
General Credits:1
25½ Credits
w/ 8 Ethics/Specialty Credits
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.