Trusts & Estates Courses

Available Programs:

Closing Your Law Practice – 1 hr
Holding Real Property in a Trust Series: QPRTs and QDOTs – 1 hr
What to Talk about with your Trusts and Estates Clients Right Now – 1 hr
Is the A/B Trust Model Still Viable? – 1.25 hr
Holding Real Property in a Trust Series: The Basics of Holding Real Property in a Living Trust – .50 hr
2017 Top 20: Estate Planning & Administration, Los Angeles Session – 1.5 hrs
Family Governance Structures in High Net Worth Estate Planning – 1.50 hrs
Guardianships – 1.25 hrs
Heggstad Petitions: Procedure and Select Problems – 1.25 hrs
The 42nd Annual UCLA/CEB Estate Planning Institute: Federal Tax Developments – 1.5 hrs
The 42nd Annual UCLA/CEB Estate Planning Institute: At Risk Elder Issues – 1.0 hrs
The 42nd Annual UCLA/CEB Estate Planning Institute: The International Client – 1.50 hrs
The 42nd Annual UCLA/CEB Estate Planning Institute: California Fiduciary Income Taxation – .75 hrs
The 42nd Annual UCLA/CEB Estate Planning Institute: The SECURE Act – .75 hrs
The 42nd Annual UCLA/CEB Estate Planning Institute: Family Business Governance Structures that Actually Fit Human Behavior to Enhance Successful Succession – 1.5 hrs
The 42nd Annual UCLA/CEB Estate Planning Institute: I’m Sorry, Dave, I’m Afraid I Can’t Do That – 1.5 hrs
The 42nd Annual UCLA/CEB Estate Planning Institute: California Developments – 1.50 hrs
The 42nd Annual UCLA/CEB Estate Planning Institute: The New Rules of Professional Conduct in California of Particular Interest to Trusts and Estates Lawyers (2020) – 1.5 hrs
The 42nd Annual UCLA/CEB Estate Planning Institute (2020) – 11.50 hrs
Basics of Probate: Administering a Probate – 1.25 hrs
Estate Planning with Family Law Strings Attached – 3 hrs
Using Judicial Council Forms Correctly in a Probate Proceeding – 3 hrs
Basics of Probate: Law and Motion Practice in Probate – 1.5 hrs
Basics of Probate: Writing a Will and Types of Wills – 1 hr
Basics of Probate: Opening a Probate – 1 hr
Basics of Probate: Non-Probate Transfers – 1 hr
Basics of Probate: What to do Before and After Your Client Dies – 1 hr
Basics of Probate: Litigation – 1 hr
Elder Financial Abuse Litigation – 1 hr
Conservatorships: The Basics 2019 – 5.5 hrs
An Overview of Capacity and Undue Influence – 1.5 hrs
The 41st Annual UCLA/CEB Estate Planning Institute: Creditor Protection Planning Without the Asset Protection Trust – 1.5 hrs
The 41st Annual UCLA/CEB Estate Planning Institute: Getting Family & Health Care Providers to Honor Your Client’s Wishes- 1.5 hrs
The 41st Annual UCLA/CEB Estate Planning Institute: Tax Reform & Divorce – 1.5 hrs
The 41st Annual UCLA/CEB Estate Planning Institute: California Developments – 1.5 hrs
The 41st Annual UCLA/CEB Estate Planning Institute: Evidence for Trusts and Estates Lawyers – 1 hr
The 41st Annual UCLA/CEB Estate Planning Institute: The Impact of Changing Family Demographic Trends on Estate Planning: It’s All in the Family : What’s a Family? – 1 hr
Trust Decanting – 1.5 hrs
Gaw on Subtrust Funding (2019) – 5.75 hrs
Business Succession Planning: Part 2: Transition Plans for the Professional Practice – 1.25 hrs
Business Succession Planning: Part 3: Intrafamily Business Transfers – 2 hrs
Business Succession Planning: Part 1: Ethical Considerations in Working with Clients and Collaborative Advisers – 1.25 hrs
The 41st Annual UCLA/CEB Estate Planning Institute: Religion & Diversity in Your Estate Planning Practice – 1 hr
The 41st Annual UCLA/CEB Estate Planning Institute: Choice of Entity in Light of 2017 Tax Law Changes & California Property Tax Considerations in Choice of Entity – 1.5 hrs
The 41st Annual UCLA/CEB Estate Planning Institute: Federal Tax Developments – 1.5 hrs
Selection and Indemnification of Trustees – 1 hr
Top 10 Things Estate Planners Need To Know About Planning for Retirement Assets – 1.5 hrs
Ethics & Malpractice Issues: Protection Tips for Estate and Trusts Attorneys – 2.5 hrs
Using Trusts as a Designated Beneficiary of an IRA – 1 hr
Key Developments in Estate Planning 2018 (San Francisco) – 1.5 hrs
An Overview of Gift Planning – 1.5 hrs
Estate Planning and Administration: 2016 Year in Review – 3 hrs
So What Does Portability of the Estate Tax Exemption Mean? – 1 hr
Federal Estate Tax Returns: A Practical Overview – 2 hrs
Planning the Small to Mid-Size Estate in a Post-Tax World – 2 hrs
Litigating Ambiguities and Mistakes in California Wills and Trusts – 2 hrs
Basics of Estate Planning: The Initial Client Meeting – 1.5 hrs
Basics of Estate Planning: Post-Death Trust Administration – 1.5 hrs
Basics of Estate Planning: Trusts – 1.5 hrs
Basics of Estate Planning: Wills – 1.5 hrs
Basics of Estate Planning: Planning for Incapacity – 1.5 hrs
Basics of Estate Planning: Ethics & Professional Responsibility – 1.75 hrs
Conservation Easements: Tax Benefits, Effective Drafting, and Enforcement – 1.5 hrs
Drafting and Enforcing Advance Health Care Directives – 1 hr
Basics of Estate Planning: Tax Issues – 1.5 hrs
Basics of Estate Planning: Probate Avoidance – 1.5 hrs
Ethical Landmines In Fiduciary Representation – 1.5 hrs
Elder Medi-Cal Planning – 1.5 hrs
EPI 2018: Engagement Letters – 1 hr
EPI 2018: Estate Planning in Anticipation of Litigation – 1.5 hrs
EPI 2018: California Developments – 1.5 hrs
EPI 2018: Planning for Married Couples in a Post-Tax World – 1.25 hrs
EPI 2018: Avoiding the Knot: Estate and Tax Planning for Unmarried Couples – 1.5 hrs
EPI 2018: Federal Tax Developments – 1.5 hrs
EPI 2018: Planning for Digital Death: Post-Mortem Passwords, Profiles and Posts – 1.5 hrs
EPI 2018: Clients with Diminished Capacity: Facts, Strategies, and Ethics – 1 hr
EPI 2018: Decanting Trusts and Directed Trusts – 1.5 hrs
Ousting Occupants from Trust, Estate, and Conservatorship Real Property – 1 hr
Understanding Tax Basis – 1.5 hrs
2017 Top 20: Estate Planning and Administration – 1.5 hrs
Trustee Best Practices – 1.5 hrs
Petitions for Final Distribution in California Probate Estates – 1.5 hrs
Real Property Basics for Estate Planners – 3 hrs
Protecting the Rights of Seniors – 1 hr
The Revocable Trust Drafting Process – 3 hrs
The Simple Will Drafting Process – 2.5 hrs
Understanding Prohibited Transactions and Self-Directed IRAs – 1.5 hrs
Tax Penalties – 1.25 hrs
Securities Law Issues Relevant to Common Estate Planning Transactions – 1.5 hrs
Hot Topics in Charitable Planning – 1.5 hrs
Basis Consistency – 1.25 hrs
Drafting Revocable Trusts: Tricky Clauses Part II – 1 hr
Drafting Revocable Trusts: Tricky Clauses Part I – 1 hr
Gaw on Subtrust Funding – 6.0 hrs
Gaw on Administering the Moderate Single-Settlor and Married Person Trust (Advanced Course of Study) – 6.0 hrs
Fiduciary Duties Under the Probate Code – 3 hrs
Estate Litigation: Challenges to the Validity of Trusts and Estates – 3 hrs
Amending a Revocable Living Trust – 1 hr
The Basics: How To Be An Ethical Trusts & Estates Attorney – 1.5 hrs
The Basics: The After Death Checklist – 1.5 hrs
The Basics: The Will After Death – The Probate Process – 1.5 hrs
The Basics: Estate Litigation – 1.5 hrs
The Basics: Transferring Property Without Probate – 1.5 hrs
The Basics: Post-mortem Trust Administration – 1.5 hrs
The Basics: Litigation Tools – 1.5 hrs
An Overview of Creditors’ Claims Against a Trust – 1 hr
The Facts about Revocable Transfer on Death Deeds – 1 hr
Tax Planning and Compliance for Individuals Who Change Citizenship or Immigration Status – 1 hr
Fiduciary Accounting – the Things They Would Not Let Me Say in the Book – 1 hr
Tax and Estate Planning Considerations for Foreign Persons Owning U.S. Assets – 1 hr
International Estate Planning for U.S. Citizens Owning and Acquiring Foreign Assets – 1 hr
Head in the Cloud, Fingertips on the Keyboard – Managing Client Information and Your Practice in the 21st Century – 1.25 hrs
EPI 2016—California Developments – 1.25 hrs
Leaving on a Jet Plane? Tax and Tax-Related Considerations for Individuals Moving into or out of California – 1.25 hrs
Asset Sales after the Surviving Spouse’s Death – Are Traditional Bypass Trusts Still Viable? – 1.25 hrs
Elder Law Fundamentals: Ethics and Management of an Elder Law Practice – 1.5 hrs
Elder Law Fundamentals: Estate Planning for Elderly Clients – 1.5 hrs
Understanding Heggstad Petitions – 1.5 hrs
California Conservatorship Jurisdiction Act: An Overview of the New Rules – 1 hr
Irrevocable Trusts and Their Benefits – 1 hr
Special Needs Trusts: Something Old; Something New – 3 hrs
The Basics 2015: Drafting a Will v. a Pour-Over Will – 1.5 hrs
EPI 2015—Estate Planning to Avoid Litigation: Ways to Turn What May Seem Inevitable to Avoidable – 1.5 hrs
EPI 2015—An Attorney’s Guide to Ethically Navigating the Social Media Landscape – 1 hr
EPI 2015 – Gift Taxes: Disclosure, Penalties, and Statutes of Limitations – Avoiding a Blank Check for the Internal Revenue Service – 1 hr
EPI 2015 – International Estate Planning: Owning Assets in a Foreign Country – 1.5 hrs
EPI 2015 – Icicles on the Heart: The Effect of Advising a Client/Trustee with Uncertain Capabilities a Fiduciary Standard of Capacity – 1.25 hrs
EPI 2015—Bifurcating Trustee Duties: Drafting, Tax, and Administrative Considerations – 1.5 hrs
EPI 2015: California Developments – 1.25 hrs
How to Administer a Revocable Living Trust – 3 hrs (including 1 hour of Legal Ethics)
The Facts About Financial Powers of Attorney and How to Integrate Them into Your Client’s Estate – 1 hr
Complications with Inheriting an IRA – 1.0 hrs
The GAW SYSTEM Approach: The Art of High-End Estate Planning – 6 hrs
Estate Litigation: Tactical Issues, Case Studies and Resolution Scenarios (An Advanced Course of Study) – 6 hrs (including 1.5 hrs of Legal Ethics)
Protecting Seniors from Abusive Marriages – 1.0 hr
Tax Consequences of Owning Property in a Foreign Jurisdiction: Canada and Mexico – 3 hrs
Gaw on Trust Administration After Death of First Spouse – 5 hrs
Elder Law Fundamentals: Elder Abuse Litigation – 1.5 credit hours
Tax Planning for the Multinational Family – 1 hr
The Basics: Trust Litigation – 1.25 hrs
California Developments 2017 – 1.25 CLE Hours
Estate Accounting: Discharging Fiduciary Responsibility
Business Succession Planning: Part 4: California-based Businesses and Late-Stage Succession Planning – 2 Credit Hours
Key Developments in Estate Planning (2019) – 1.5 hrs