Trusts & Estates Compliance Package

Key Developments in Estate Planning 2020
Key Developments in Estate Planning 2021 (available December 2021)
THE 43rd ANNUAL UCLA/CEB ESTATE PLANNING INSTITUTE (2021): Federal Tax Developments
THE 43rd ANNUAL UCLA/CEB ESTATE PLANNING INSTITUTE (2021): California Developments
Family Governance Structures in High Net Worth Estate Planning
Is the A/B Trust Model Still Viable?
What to Talk about with Trusts and Estates Clients Right Now
Using Judicial Council Forms Correctly in a Probate Proceeding
Grantor Trusts: What They Are and Why You Need Them
Drafting Special Needs Trusts: A Fiduciary’s and an Attorney’s Perspectives
Recognizing, Preventing & Addressing Elder Financial Abuse

THE 43rd ANNUAL UCLA/CEB ESTATE PLANNING INSTITUTE (2021): The SECURE Act and Special Needs Trusts
THE 43rd ANNUAL UCLA/CEB ESTATE PLANNING INSTITUTE (2021): Planning in a Low Interest Rate Environment
Technology Competence
Overview of the CA Consumer Privacy Act
Key Developments in Legal Ethics 2020
Key Developments in Legal Ethics 2021 (available December 2021)
Implicit Bias around Identity and Intersectionality in the Legal Profession
Well-Being for Attorneys: How to Avoid Burnout and Maintain a Healthy Lifestyle
Ethical Considerations For Young Lawyers
The Ethics of Multi Jurisdictional Practice