The live event has passed, all Estate Planning Institute sessions now available
Stream all 2025 EPI sessions on-demand with a CLEPassport subscription
Earn up to 12 hours of MCLE/LSCLE credit and access the full suite of CEB’s estate planning content
Access All EPI Sessions On-Demand with CLEPassport
CLEPassport subscribers can stream all sessions from the 2025 Estate Planning Institute on-demand and gain unlimited access to 700+ California-specific MCLE courses — including nearly 200 focused on estate planning, trust, and probate law.
Passport Holder Perks — Supercharge your practice with access to five years of past EPI session materials, resources, and videos. Or explore CEB’s extensive library of supporting content with courses relevant to your practice area, such as; business entities, real estate transactions, evidence, and civil litigation.
Browse the full list of recorded sessions and speakers from the 2025 Estate Planning Institute.
What Attendees Are Saying About the 2025 EPI
“Honestly, could not have been any better.“
“Loved it. Worth the two days!!!”
“I am a better lawyer because of CEB.”
“Excellent teaching staff. Well worth the time.”
“I really enjoyed it. I came away a lot more curious and motivated to practice estate planning.”
“This was such a good conference. So many useful items to include in my practice. Great ideas for content.”
Speakers you can trust. Sessions relevant to your California practice.
The best and brightest new ideas in planning for California estates. The annual UCLA/CEB Estate Planning Institute, in its 47th year,
is a master class taught by experienced practitioners advising on complex trust and estate preparation. Legal professionals, fiduciaries, and tax planners will find value in attending. It is a two-day training with 12 hours of MCLE and LSCLE credit — essential for staying up to date on sophisticated California estate planning. While the 2025 event has passed, you can still access the schedule of sessions and content on-demand with your CLEPassort.
Planning in Anticipation of TCJA 2.0
Kim Kamin, Stephen Liss & Christopher Siegle
For the past several years most estate planners have been concerned about the TCJA bonus exemptions sunsetting at the end of 2025. Now that seems significantly less likely, but if the last twenty years have taught us anything, it is to expect the unexpected. In this presentation, Kim Kamin, Stephen Liss, and Christopher Seigle will review the vast array of tools estate planners have to assist their clients during these uncertain times, with a particular emphasis on drafting that maximizes flexibility.
How to do a Proper Conflicts Check
Peter Mott & Alyssa Sherriff
Properly identifying and managing conflicts of interest is essential in estate planning to protect clients and avoid ethical pitfalls. In this bonus 30-minute lunchtime program, Peter Mott and Alyssa Sherriff of Brody Wilkinson PC will walk through the key steps of conducting a thorough conflicts check, from identifying potential conflicts among family members and fiduciaries to navigating joint representation issues, offering practical guidance on best practices, risk mitigation strategies, and compliance with ethical rules to ensure a smooth and defensible estate planning process. This concise yet informative session is a must for attorneys looking to refine their approach to conflict checks in their practice.
Planning for Blended Families
Rebecca O’Toole & Jennifer McGibbons
In today’s complex family structures, attorneys need advanced strategies to navigate the unique challenges of estate planning for blended families. In this session, Rebecca O’Toole of Greenberg Traurig and Jennifer McGibbons of Sullivan McGibbons Crickard explore advanced methods to address these complexities, including when and how to use a power of appointment in blended family estate plans. By the end of the program, attendees will be equipped with the tools to create fair and effective estate plans that reflect the diverse needs of blended families.
How Will AI Impact Estate Planning?
Tracy Potts
AI is rapidly transforming the legal landscape, and estate planning is no exception. In this program, Tracy Potts of Legacy Law Group explains how artificial intelligence is shaping estate planning practices, from automated document drafting to AI-driven risk analysis and client interactions, highlighting the benefits and limitations of AI tools, ethical considerations, and how to integrate emerging technologies while maintaining compliance and personalized client service.
Lock in up to 12 hours of MCLE/LSCLE credit and gain access to the full suite of CEB’s estate planning content.