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Purchase all 5 sessions! Earn 17.5Hours of MCLE which includes Legal Specialization in Estate Planning, Trust & Probate Law. Members receive 15% off!
Review for Estate Planning, Trust & Probate Law Legal Specialist Examination scheduled for October 30, 2025. SESSION I: About the Exam and Professional Responsibility (2.75 Hours MCLE, including Legal Specialization in Estate Planning, Trust & Probate Law) This panel will review the format of the Exam and its grading. The presenters will discuss study tips, and approaches to answering questions. The presenters will provide an introduction to the subject areas. Session I will also cover the first of five areas on the exam, professional responsibility.
SESSION II: Tax Planning Matters, Tax Procedures, and Tax Returns (2.5 Hours MCLE, including Legal Specialization in Estate Planning, Trust & Probate Law) This panel cover tax planning matters, tax procedures and tax returns. Tax planning through the use of QPRTs, GRATs, IDGTs, and generation-skipping trusts will be covered.
SESSION III: Estate and Incapacity Planning (5.75 Hours MCLE, including Legal Specialization in Estate Planning, Trust & Probate Law ) This panel will cover estate and incapacity planning, and administration procedures. The speakers will cover wills, trusts, powers of attorney, conservatorships, Medi-Cal planning, the duties owed by a trustee, special needs trusts, and elder abuse. Emphasis will be placed on trust administration procedures.
SESSION IV: Selected Administration Procedures and Accountings (4.25 Hours MCLE; including Legal Specialization in Estate Planning, Trust & Probate Law ) This panel will cover additional administration procedures. The speakers will cover custodial accounts, guardianships, health care directives, and accountings.
SESSION V: Transfers by Administration or Otherwise (2.25 Hours MCLE; including Legal Specialization in Estate Planning, Trust & Probate Law ) This panel will cover transfers by administration or otherwise. The speakers will cover spousal set-asides, formal probates, will/trust contests, creditor’s claims, and various other trust & estate related litigation topics.
All
Early Registration
Standard
Non-Member
N/A
$525.00
CLA Member
N/A
$318.75
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We are committed to accessibility! All OnDemand programs after January 1, 2022 include closed captioning. To request closed captioning for a program older than January 1, 2022, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.
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