Browse the list of confirmed sessions and speakers below
A CLEPassport subscription includes free access to the 2026 EPI.
CLEPassport holders also have unlimited access to the full CEB MCLE library, including all Estate Planning Institute sessions since 2020.
2026 EPI Confirmed Sessions & Speakers
Session details & schedule to come
Communicating the Estate Plan to Family: To Disclose or Not to Disclose?
Current California Developments
Andrew Pharies
Session details coming soon
Current Federal Developments
Bill Sanderson
Session details coming soon
Drafting Estate Planning Documents under SECURE Act
Estate Planning for our Extended Lifespans
Guaranteeing Access to Digital Assets and Cybercurrency
Moving Trusts/Decanting
Non-Taxable Estate Plans
Purpose Trusts and How California Practitioners Can Use Them
Detecting and Handling Undue Influence
Vivian Thoreen
Session details coming soon
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