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.

25¼ Credits
w/ 4 Ethics & 1 Competence Issues & 1 Elimination Bias
Only $349
Courses Priced
Individually at $771

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.

Whether you are an experienced estate planner and litigator or new to Surrogate Court, this CLE course will provide critical information regarding the laws, rules and procedures related to will contests. The course will address the issues from the p...
General Credits:1.25
Even for the tech-savvy attorney, the hidden dangers of email, social media and cloud based platforms may be unknown or not fully understood. This CLE course will identify and explain the risks of these tools and platforms and offer suggested soluti...
Ethics Credits:1.5
Life is full of the unexpected. And while it would seem impossible to plan for all contingencies, we can certainly plan for some. This CLE course will offer attorneys guidelines to assist clients in preparing for the unexpected such as with health c...
General Credits:1.75
There is a complex set of requirements for establishing an estate fiduciary in order to continue to pursue personal injury and/or wrongful death actions. This CLE course will offer personal injury attorneys with a basic understanding of the estate a...
General Credits:1.75
While it may seem unlikely, a client’s religious beliefs may be a factor in planning his or her estate. Along with their goals, values, morals, and principles, a person’s religious beliefs are a factor in creating a customized estate plan. Given tha...
General Credits:1
The statistics for mental illness and substance abuse are rising nationwide, and yet, compared to the normal population, the statistics for attorneys and law students is striking. The degree to and rate at which they are suffering is increasingly ca...
Competence Credits:1
Current technologies, as well as developing systems, can offer many solutions for practitioners who provide estate planning services. While some are already in use, albeit in a limited way, others have just recently begun to be adapted, and even tho...
General Credits:1
Gender discrimination and gender diversity has perhaps never been more center-stage. This CLE course will take an attorneys view of the issue and discuss them in terms of the legal profession. The course will explain pay equity in law firms, sexual h...
Elim. Bias Credits:1
The concern over future changes to the tax code, combined with the recent changes made in the Jobs Cut Tax Act of 2017 and developments such as the Wacker case and its impact on self-settled trusts have impacted trust planning across the income spect...
General Credits:1.75
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
The aging of the population has only exacerbated the prohibitive cost of long term care. This CLE course will explain the latest developments in Elder Law and Medicaid Planning including eligibility and strategies for asset protection. The tax conseq...
General Credits:2.25
This CLE course will offer a comparative view of private foundations and donor advised funds. The course will present what each entity is, its purpose and the advantages and disadvantages of each. The impact of the current tax code and other laws, as...
General Credits:1
Using real life scenarios from specific case studies, this comprehensive CLE course covers estate tax planning and an explanation of the considerable differences between estate tax exclusions for US citizens as opposed to non-residents. The course w...
General Credits:1
Appropriate documentation for estate planning is a key element of the estate planning process and when it is not done correctly, guardianships are required. This CLE course will explain the guardianship process and when it is implemented. It will al...
General Credits:1.25
With a focus on the high rate of temporary estate tax exemptions, this informative CLE course will explain why Domestic Asset Protection Trusts (DAPT’s) are a critical planning tool and how they can be used to increase early use of exemptions. The c...
General Credits:1.25
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
Ethical codes of conduct for attorneys are quote strict and often pose challenging dilemmas, particularly when the clients are the ones causing them. This CLE course will review these codes and present potential dilemmas attorneys may face including...
Ethics Credits:1
This CLE course will provide a comprehensive overview of the management and valuation of tangible personal property in trusts and estates. The course will define the scope of what property entails and explain how appraisals are conducted and their p...
General Credits:1
Minimizing a client’s exposure to risk in advance of a risk presenting itself is a key role for any attorney. Asset protection is just one method of doing so. This CLE course will present planning strategies and solutions whether with business entiti...
General Credits:1
Conducting your business honestly and with integrity are keys to success. Utilizing the Illinois Rules of Conduct as a framework, this informative CLE course examines the typical mistakes made by newer attorneys, how to preemptively prevent them and...
Ethics Credits:1.5
25¼ Credits
w/ 4 Ethics & 1 Competence Issues & 1 Elimination Bias
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.