45th Annual UCLA/CEB Estate Planning Institute

Live Webinar | Thursday, April 20th - Friday, April 21st, 2023 | $399

Only $399 for 2 days of live webinar.

12 Hours of Participatory MCLE / Legal Specialization in Estate Planning, Trust and Probate Law and Taxation Law.

The Estate Planning Institute covers issues of significant importance to the estate planning specialist, the attorney who handles a moderate number of estate planning cases, professional fiduciaries, and tax professionals. Topics are led by nationally recognized experts and assumes considerable experience in estate planning.

“I really believe in what you are doing. I am a better lawyer because of CEB.”

“I really enjoyed this two-day session.”

– Prior EPI Attendees

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 45th 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.

Selected speakers and sessions (check back later for more session information):

Spendthrift Trusts & Creditor Protection

Jay Adkisson | Adkisson Pitet LLP

Pre-marital Estate Planning & Divorce Awareness Among Estate Planners

Kim Willoughby | Willoughby & Associates

Peter M. Walzer | Walzer Melcher LLP

IRS & Audits

Kalyani Chandra | Attorney (Estate and Gift Tax), U.S. Department of the Treasury

Top Ten Concerns for Trusts with International Concerns

Cynthia Britain | Karlin Peebles