44th Annual UCLA/CEB Estate Planning Institute

Live Webinar · Thursday, April 28th - Friday, April 29th, 2022 · $399

Only $399 for 2 days of live webinar.

11.5 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 44th 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 11.5 hours of MCLE and LSCLE credit is essential for staying up to date and sophisticated California estate planning.

Selected speakers and sessions:

Current Developments in California Law

Speaker S. Andrew Pharies, DLA Piper LLP, San Diego, will discuss recent California developments that impact trust and estate planning.

Andrew is a partner with DLA Piper LLP (US), San Diego, practicing in domestic and international estate planning, postdeath trust and estate administration, charitable planning, exempt organizations, family business planning, and related tax controversies.

He is a Fellow of the American College of Trusts and Estates Counsel and is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. Mr. Pharies is a frequent speaker and author on topics relating to trusts and estates law.

Vacation Homes and Estate Planning Strategies

Speakers Linda Retz and David Benedetto will discuss strategies for structuring the use of family vacation homes for use by the next generation, and suggestions on how to resolve issues and disputes for poorly structured, or non-existent, vacation home gifting provisions.

Linda J. Retz is a Fellow of the American College of Trust and Estate Counsel and has been named one of the Best Lawyers in America every year since 2010. She is certified as a specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization and is a former Chair of the California State Bar’s Estate Planning, Trust and Probate Law Advisory Commission. Her firm handles all facets of estate and related tax planning, trust administrations and the representation of fiduciaries and beneficiaries in probate court.

Estate Planning for Difficult Assets

Our panel of speakers will discuss methods and difficulties in planning for transfer of difficult assets following death, such as firearms (Matthew D. Kanin), Crypto Currency and  Non-fungible Tokens (NFTs, Johnathan Kalinski), and Cannabis assets (Wendy S. Goff.)

Attorney Client Privilege (Post In re Grand Jury)

Evan Davis will discuss the status of the attorney-client privilege in light of the case In re Grand Jury (2021) 13 F.4th 710 (2021 U.S. App. Lexis 27420) which affirmed the lower court’s application of the “primary purpose test”, as opposed to “because of” test in deciding whether the attorney-client privilege applied to certain dual-purpose communications in response to grand jury subpoenas requesting documents and communications regarding a criminal investigation.