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Live Webinar April 23 – 24, 2026 | FREE with CLEPassport

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Get live and on-demand access to the 2026 EPI programs and materials, as well as unlimited access to CEB’s full library of 800+ California-specific MCLE courses. This includes nearly 200 courses approved for California legal specialization in estate planning, trust and probate law, plus additional courses in related areas such as business entities, real estate transactions, evidence and civil litigation.

With CLE Passport, you also get on-demand access to videos and materials from the past six Estate Planning Institutes. If you haven’t attended prior events, this is a fantastic collection of material to supercharge your practice.

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Speakers You Can Trust. Sessions Relevant to Your California Practice

Get the best and brightest new ideas in planning for California estates. The annual UCLA/CEB Estate Planning Institute, now in its 48th 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. This two-day training with 12 hours of MCLE and LSCLE credit is essential for staying up to date on sophisticated California estate planning.

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Matt Owens, Amy Castoro, and Stacie Nelson

This program will be an engaging and interactive discussion exploring the advantages and risks of communicating an estate plan to family members. This program examines whether—and how much—clients should disclose about their estate planning decisions, weighing transparency against privacy and potential family conflict. Drawing on real-world scenarios and practitioner experience, the program addresses legal, practical, and relational considerations, including managing expectations, reducing the risk of disputes, and preserving client intent. Gain practical guidance to help clients make informed decisions about estate plan communication in light of their unique family dynamics and goals.
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Jeff Ostrum, Martin Behn, and Laura Zeigler

Estate planning used to be about what happens when we die. Today, it is increasingly about what happens if we live. As clients live longer and experience extended periods of retirement, incapacity, and multigenerational involvement, traditional estate planning assumptions are increasingly tested. This program examines estate planning strategies tailored to extended lifespans. Topics include life insurance planning, incapacity planning, evolving beneficiary needs, and flexibility in trust design to help structure estate plans that adapt over time, preserve client intent, and address the realities of longer lives and changing family dynamics.
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Michelle Ferreira, James Creech, and Dennis Leonard

This trio will examine the growing importance of addressing digital assets and cryptocurrency in modern estate planning. As clients increasingly hold online accounts, digital property, and cybercurrency, practitioners must understand the legal and practical challenges involved in ensuring access and transfer at incapacity or death. This session explores applicable federal and state laws, fiduciary access issues, and key drafting considerations for wills, trusts, and powers of attorney, offering practical guidance on how to safeguard client intent, facilitate fiduciary access, and integrate digital assets and cryptocurrency into comprehensive estate plans.
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Jocelyn Burkowski and Jeff Patterson

Examine the use of purpose trusts as specialized planning tools to carry out noncharitable objectives under applicable law. The session explores when purpose trusts may be appropriate, the statutory frameworks that authorize them, and key drafting and administration considerations. Topics include enforceability issues, the role of trust enforcers or trustees, duration and termination concerns, and practical applications with the goal of structuring and drafting purpose trusts to ensure they effectively implement client intent while remaining administrable and legally sound.
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What Past Attendees Had To Say

“I am a better lawyer because of CEB.”

“This was such a good conference. So many useful items to include in my practice.”

“Excellent teaching staff. Well worth the time.”