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. Simply click the "Buy Now" button and checkout!

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United Institute for Continuing Legal Education is a CLE provider accredited by the California State Bar, Provider #15390. To view our full accreditation details please .

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25
Credit Hours
of CLE Lectures
  • 4 Ethics
  • 2 Prevention Competence
  • 2 Elimination Bias
  • 1 Implicit Bias
  • 1 Technology
  • 1 Civility
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Courses priced individually at $803
  • 4 Ethics
  • 2 Prevention Competence
  • 2 Elimination Bias
  • 1 Implicit Bias
  • 1 Technology
  • 1 Civility

Select Topics in Estate Planning Includes:

  • $34

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

    Ethics Credits: 1

    As innovation reshapes the legal profession, ethical boundaries are being tested like never before. This CLE program examines how emerging technologies and evolving business models are challenging traditional rules—and raising urgent questions about professional responsibility. Artificial intell...

  • $29

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

    General Credits: 1

    This CLE program offers an in-depth look at how the due-on-sale clause in mortgage agreements intersects with common estate planning strategies involving real property. Designed for estate planning and real estate practitioners alike, the course unpacks the legal risks and planning opportunities th...

  • $29

    Estate Planning for the Cognitively Impaired

    General Credits: 1

    This CLE course equips attorneys with practical strategies for estate planning when working with clients who may face cognitive decline. Participants will gain tools to craft durable estate plans, including methods to document client intent clearly and fortify documents against legal challenges....

  • $34

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

    Elimination Bias Credits: 1

    This CLE program examines Diversity, Equity, Inclusion, and Belonging (DEIB) through the lens of professional competence and ethical legal practice. Attorneys will consider how implicit and institutional bias can affect investigations, litigation decisions, client relationships, workplace interacti...

  • $34

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

    Prevention Competence Credits: 1

    Many attorneys continue to meet demanding professional obligations while quietly struggling with substance use, mental health challenges, trauma, or chronic stress. Because they are still able to perform at a high level, these issues are often minimized or overlooked—both by the individuals experie...

  • $34

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

    Technology Credits: 1

    This CLE program provides attorneys with a practical introduction to artificial intelligence and its growing impact on the legal profession. Designed for lawyers of all technical backgrounds, the course explains key AI concepts—including generative AI and large language models—and examines how AI t...

  • $65

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

    Ethics Credits: 1.5

    The rapid adoption of artificial intelligence, expanding cybersecurity risks, and evolving digital practice tools are reshaping the ethical responsibilities of attorneys. This CLE program examines how long-standing professional conduct rules apply to modern legal practice, with a focus on maintaini...

  • $34

    Navigating Trauma with Clients: Safeguarding Lawyer Wellness

    Wellness Competence Credits: 1

    Attorneys regularly engage with clients navigating highly stressful and emotionally charged circumstances, which can carry cumulative psychological impacts over time. This CLE program examines the often-overlooked phenomenon of secondary trauma in legal practice, with a focus on how repeated exposu...

  • $29

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

    General Credits: 1

    This CLE program provides attorneys with a practical introduction to trust planning in the contexts of estate planning, special needs planning, and tax strategy. The course examines how trusts can be structured to address a variety of client objectives while minimizing risk and preserving long-term...

  • $29

    Business Succession is More than Trusts and Taxes

    General Credits: 1

    Many business succession plans fail not because of deficiencies in legal or tax planning, but because the personal, family, and organizational issues surrounding the transition are left unaddressed. For attorneys representing owners of closely held and family businesses, understanding these factors...

  • $29

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

    General Credits: 1

    Section 1202 has become an increasingly important planning tool for entrepreneurs and affluent families seeking to reduce or eliminate federal capital gains taxes on the sale of qualifying business interests. As the legal and tax landscape continues to evolve, practitioners must understand how rece...

  • $29

    Mastering Offshore Asset Protection Planning

    General Credits: 1

    This CLE program examines offshore asset protection planning through both a legal and strategic lens, equipping attorneys with the tools to evaluate when and how international structures should be used. The presentation reviews the legal principles and precedent governing offshore trusts, with part...

  • $29

    Rethinking the Toolbox: Charitable Giving with Noncharitable Trusts

    General Credits: 1

    This CLE course explores the intersection of trust administration, charitable planning, and income tax strategy, with a focus on how trustees and advisors can effectively incorporate charitable giving into trust structures. As tax laws continue to evolve and the IRS increases its scrutiny of charit...

  • $29

    Use of Asset Protection Trusts for Tax Planning Purpose

    General Credits: 1

    Self-settled asset protection trusts have become an increasingly important planning tool for attorneys representing high-net-worth clients seeking to mitigate creditor risk while preserving long-term wealth. This CLE program examines the legal authority governing these trusts, including jurisdictio...

  • $29

    Skipping Ahead Without Tripping: Hot Issues in GST Planning

    General Credits: 1

    Generation-skipping transfer (GST) tax planning presents unique challenges that require careful drafting, thoughtful exemption allocation, and a thorough understanding of the tax rules governing multigenerational wealth transfers. Even well-intentioned estate plans can produce unexpected GST tax co...

  • $29

    10 Mistakes to Avoid When Working with Asset Protection Trusts

    General Credits: 1

    This CLE course will focus on enhancing your understanding of both domestic and offshore trust planning. It offers practical tips and strategies to help you minimize risks and safeguard your assets by steering clear of common pitfalls. This course covers key elements including choosing the opti...

  • $29

    Planning With Purpose: Legal Insights into Charitable Giving

    General Credits: 1

    Planning for charitable giving is often a central part of helping clients achieve both personal and financial goals. This CLE program will focus on the role of philanthropy within estate planning and how attorneys can effectively guide clients in this area. The session will examine a range of gi...

  • $34

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

    Implicit Bias Credits: 1

    As the legal profession continues to serve an increasingly diverse population, attorneys must understand how unconscious biases can influence professional relationships, legal decision-making, and the administration of justice. This CLE program examines the concept of implicit bias and its potentia...

  • $29

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

    General Credits: 1

    Vulnerable plaintiffs—such as individuals with disabilities, minors, or seniors—require thoughtful settlement planning to ensure their long-term needs are met without jeopardizing access to critical public benefits. This CLE course offers a practical guide to the legal strategies and financial to...

  • $34

    The Evolution and Devolution of Civility

    Civility Credits: 1

    This CLE program takes a critical look at the changing expectations of professional conduct within the legal community and the growing concern over declining civility in legal practice. As disputes have become more aggressive and interactions with opposing counsel, courts, and clients increasingly...

  • $29

    Best Practices In The Use of Trusts

    General Credits: 1

    Dive into this comprehensive CLE program designed to equip attorneys with the knowledge to harness trusts effectively for estate planning, tax efficiency, and special needs considerations. The course examines the critical factors that drive successful trust strategies, offering practical guidance o...

  • $29

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

    General Credits: 1

    Step into the world of trusts with this dynamic CLE course crafted for attorneys who want to sharpen their estate planning expertise. Trusts offer a versatile solution for clients aiming to secure their assets, dictate how their wealth passes on after they’re gone, or brace for potential incapacity...

  • $29

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

    General Credits: 1

    This engaging CLE session delves into the critical considerations for attorneys representing clients with disabilities or their families in estate planning, family law, and personal injury cases. Navigating the intricacies of public benefits and future planning presents distinct challenges that dem...

  • $65

    Ethical Conflict of Interest Issues

    Ethics Credits: 1.5

    Legal ethics challenges often arise in the routine details of practice—sometimes where attorneys least expect them. This course takes a comprehensive look at everyday scenarios that can lead to professional missteps, offering practical strategies to prevent them. Attendees will learn how to clearly...

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