California MCLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for California. Please make your selection below of California CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
California MCLE
Accreditation Info
United Institute for Continuing Legal Education is a CLE provider accredited by the California State Bar, Provider #15390. To view our full accreditation details please .
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An Attorneys Guide to Working with Personal Property Appraisers: Ethical Issues, Potential Pitfalls, and Best Practices
This CLE course offers attorneys an in-depth exploration of the critical role appraisals play in estate planning, estate litigation, and other legal contexts involving personal property valuation. Participants will gain an advanced understanding of how to effectively engage and work with personal property appraisers, with a focus on ethical considerations, best practices, and potential pitfalls. Through practical guidance on the do’s and don’ts of appraisals, attendees will lea... More Info
$551.5General Credits -
The Use of Trusts in Government Benefits Planning
This CLE presentation will cover the role of different trusts in government benefits planning, including the use of revocable trusts, strategies for spousal planning through revocable trusts, long-term care planning with Irrevocable Medicaid Asset Protection Trusts, Supplemental Needs Trusts, and relevant provisions for long-term care within powers of attorney. Practitioners will gain insights into the distinctions between these trust types, learn how to draft provisions aimed at asset... More Info
$291.25General Credits -
Discovering the Lost Coin: Helping Clients Recover from Online Scams
If you've represented clients affected by online fraud involving losses exceeding $100,000, this course is essential. In this CLE, we delve into the emerging "Pig Slaughtering Scams"—a modern variation of Ponzi schemes targeting unsuspecting individuals. We explore how these scams are uncovered, examine different recovery strategies, and discuss litigation approaches specifically designed for handling these cases. More Info
$552General Credits -
The Federal Estate Tax Return, IRS Form 706, in a Fluid Estate Tax Environment
With the Federal Estate Tax exclusion exceeding $13.6 million, many estates may not require a 706 filing. However, this exclusion is anticipated to decrease by 50% at the end of 2025, making it crucial to consider the need for a portability election after the death of the first spouse, which requires filing a 706. Additionally, the statute of limitations remains open unless Form 706 is filed. This course will guide you through the essential steps of filing the 706 and explore advanced... More Info
$551.5General Credits -
Essential Estate Documents: Don't Delay Until It's Too Late
This CLE program tackles a widespread issue: the tendency to delay or overlook critical documents essential for life's inevitable events—death, incapacity, or providing for those who will need to take over. In this one-hour course, we'll explore the fundamental documents and recommended language, discuss their role and timing, and highlight commonly overlooked considerations. The course will focus on three key documents: the Will, Power of Attorney, and Advance Directive. More Info
$291General Credit -
Protecting Your Family Home Through Trusts
As seniors age, they may face urgent needs for long-term nursing home care without having sufficient private funds or long-term care insurance to cover the costs. Often, their primary asset is their home, leading to the misconception that selling it and using the proceeds for care is the only solution. This CLE course will explore strategies to preserve this valuable asset for the Medicaid applicant and their loved ones. We will delve into the benefits of exempt transfers and the use o... More Info
$291General Credit -
Navigating Florida's Legal Tools for Mental Illness: Marchman Act, Guardianship, and Baker Act
Florida provides three key legal avenues for protecting individuals grappling with substance use and mental health disorders: the Marchman Act, Guardianship, and the Baker Act. This CLE presentation offers a comprehensive analysis of how these statutes can be utilized individually and in concert to support vulnerable loved ones. We will delve into the unique purposes and applications of each statute, exploring when and why one may be preferable over another, and the circumstances under... More Info
$291General Credit -
Understanding Financial Solutions While Planning for Possible Long-term Care
This CLE course offers a detailed examination of strategies for safeguarding a client's assets while preparing for the potential need for long-term care, whether in a facility or at home, through Medicaid. Participants will gain insights into the Medicaid Asset Protection Trust, a legal structure allowing clients to transfer property and financial assets while still qualifying for government benefits. The settlor (the person who establishes the trust) can continue to live in their home,... More Info
$291General Credit -
The Mathematics of Charitable Planning
Giving funds to charities helps people, communities and causes, and also helps the giver, saving tax dollars and providing recognition and security. Making charitable giving a part of a client’s plan can be a useful tool for tax, estate and charitable planners. The most popular techniques for tax and charitable benefits include: Charitable Remainder Trusts Charitable Lead Annuity Trusts Qualified Charitable Dispositions of IRAs Transfer of Remainder Interests This infor... More Info
$291General Credit -
The Mathematics of Estate Tax Planning
There are vast differences in how the federal estate tax varies depending on the financial dynamics that apply to each family. These are both influenced by and impact growth, values, spending, income tax rates, discounts, and many others. Any attempt to apply common strategies without being specific to the parties involved will result in less-than-optimal planning results as well as unnecessary federal estate tax payments. More problematic is the failure to consider income tax implication... More Info
$291General Credit
