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* Comprehensive Estate Planning Bundle (including Legal Specialist Credits – CA) *
Audio program! (check our CLE Programs page for live versions)
Order now and save $700 by ordering the bundle – four courses for only $999! Each course is normally $425.
Our more Comprehensive Estate Planning Bundle combines four fantastic in-depth estate planning courses into one great deal.
If you are looking for practical strategies and a solid overview of the estate planning laws and rules in California, this bundle is a great addition to your library!
You’ll learn about the law, rules, tasks, risks, strategies and options in multiple areas of estate planning, trust and probate law. Your faculty also provides advice throughout each program. Taught by Certified Legal Specialists in Estate Planning, Trust and Probate law, as well as some judges, this bundle is and essential resource for anyone in this practice area. It’s also something that should be on every estate planner’s shelf.
Each recorded package includes the seminar’s handbook, any supplemental handouts, and the program PowerPoints.
Please click on the program links below to learn the details about each individual seminar, including agenda, summary, faculty list and CLE units.
This bundle includes the following programs:
Order now and save $700 by ordering the audio bundle for only $999!
If you are new to estate planning, please consider our slightly different introductory course bundle: Starter Estate Planning Bundle (CA).
Have you ever though about improving your public speaking skills? Now is the time! Get Faith Pincus’ published book Being Heard: Presentation Skills for Attorneys, in paperback or e-book format from the ABA (ABA members receive 10-20 % off). It is also available on Amazon in Kindle and paperback versions.
What You Will Learn
High level agendas are listed below. Please click on each program for the detailed agendas, faculty and full testimonials.
- Initial Interview – Ethical Considerations
- Powers of Attorney
- Advance Health Care Directives
- Funding Documents
- Avoiding Litigation: Common Controversies Leading to Litigation
- Procedure & Timelines
- Discovery – Differences between Probate and Civil Litigation
- Types of Actions & Issues
- Capacity & Undue Influence
- Removal of Fiduciaries and Accounting Litigation
- 850 Petitions
- Financial Elder Abuse
- Prohibited Donees – Probate Code § 21380
- How To Interpret Probate Notes
- Pre-litigation mediation and settlement
- Trials and Evidence
- Getting Paid: Attorneys’ Fees and Petitions
- Incorporating asset protection planning considerations into your estate plans
- Asset protection for business enterprises
- Limited Liability Companies and charging order protection
- Practical use of exemptions under state law
- California’s New Voidable Transactions Act: Impact and application to common estate planning and business structures
- Recent case law and trials dealing with challenges to asset protection structures and transfers
- Ethical, civil and criminal risks of asset protection
- Case Study: Sensible estate planning to reduce the risk of future creditor claims
- Basic Outline of Matters
- Accounting and Asset Management
- Investment Standards and Rules
- Employing Caregivers
- Professional Fiduciaries Code of Ethics – Title 16, Division 41, Article 4, California Code of Regulations
- Protecting Yourself from Liability
- Neutrality and Role of the Professional Fiduciary
- Establishing and Growing a Fiduciary Practice
- Billing and Petitions for Fees
A few attendee testimonials from each program are below:
The following are a sample of testimonials from our Probate Litigation 101 program:
“Excellent. Very Satisfied.” – Laura Bartels, Esq.
“Excellent practical content and engaging presenters.” – Jenny Shin, Esq.
“It was excellent – very helpful to me as someone just starting out in this area of law.” – Gabrielle J. Korte, Esq.
“Lots of great information for a new attorney, thank you. The detailed handout to follow along is a great tool for future use.” – Samuel R. Brown, Esq.
“Topical, practical, and I thoroughly enjoyed the Judge’s point of view on best practices from the bench.” – Jenny Shin, Esq.
“Very satisfied.” – Jackson Morgus, Esq.
“It was educational and as a fairly new probate litigator I learned some very valuable information. The handouts have been invaluable, and I am really glad to have that perk of participating in the webinar.” – Page Allinson, Esq.
“Great handouts. I found the program to be very helpful and informative.” – Asha Lopez, Esq.
“Clear and comprehensive, efficiently presented.” – Brian Beckwith, Esq.
The following are a sample of testimonials from our Estate Planing 101 course:
“Today’s session was excellent with good explanations for why an estate planning attorney should do what she should do and things to consider.” – James Lawrence Pagano, Esq.
“Wonderful program once again and loved all the specific answers to my questions.”- Manohar Sukumar, Esq.
“It was good.” – Michael Fallon Jr., Esq.
“It was very well done and easy to follow.” – Nazanin Ghazi, Esq.
“Great speakers and content.” – Marie Mondia, Esq.
“Today’s session was extremely informative, and the speakers did a great job tying the information to real life situations.”- Barbara Ehrlich, Esq.
“Wonderful program once again and loved all the specific answers to my questions.”- Manohar Sukumar, Esq.
“It was excellent.”- Richard Hall, Esq.
“It was very well done.” – Cathay Fulton Ericksen, Esq.
“Good presentation.” – Maria Rohaidy, Esq.
The following are a sample of testimonials from our Protecting Your Clients’ Assets program:
“Bruce Givner gave great innovative techniques for using exemptions under California law…Jay Adkisson was very knowledgeable about techniques that work and those that don’t…[and the] drafting of laws…Adrian Taylor was [experienced with] Cook Island laws…David Berardo was excellent [in describing] ethical, civil, and criminal risks of asset protection. [He gave] great advice to lawyers on how to protect themeselves!” Christine C. Weiner, Esq.
“Excellent. Thank you. Your table of contents covered what I wanted…very good seminar on the subject matter [with] excellent materials and excellent speeches. I wish it was two days.” – Arthur A. Graves III, Esq.
“Excellent speaker [who] kept the audience engaged…Excellent communication by the Pincus staff ahead of time.” – Danielle Barger, Esq.
“This was an excellent program…Thank you!”
“Very, very informative. Great seminar!!!”
“Overall, very well presented…important topic.”
“All speakers were great!”
The following are a sample of testimonials from our Professional Fiduciaries: The Nuts and Bolts program:
“Seminar was excellent; among the best that I have attended in my career.” – Jeff Moore, CLPF
“Very good overview and practical application of the practice.“ – Camille Boursiquot, CLPF
“As a nuts and bolts presentation, this was very, very good. “ – Lisa MacCarley, Esq.
“All good topics.” – Sam Thomas, Professional Fiduciary
“Very well done – thanks!” – Arthur Brown, Esq.
“This meeting helped me to understand the basics of being a fiduciary.” – Jacob Averett
“I learned a lot on all of the topics presented. Panel was excellent. The opportunity to hear from a sitting judge was excellent. Seminar was excellent. Among the best that I have attended in my career (formerly banking now fiduciary).”
“Speaker Judge Stratton gave me a lot of insight. I liked all the speakers and the topics.”
The following testimonials are from our Comprehensive Estate Planning program:
“More than satisfied – I feel I learned more than expected.” Kelly McGrane-Irwin, Esq.
“Very qualified and knowledgeable presenters!” Stanley Southwick, Esq.
“I always like hearing examples from their practices.”
Please see the individual course pages for the list of faculty at each program.
Save $700 on this package today! Each program is normally $425. That’s four courses for only $999.
Audio Recording and Materials Packages (six programs total): Download format: $999
Audio Recording and Materials Packages (six programs total): CD format $999, plus $8.50 shipping and, in CA, sales tax.
(The total cost of purchasing each seminar separately would $1700!)
This program is available for both Self-Study and Participatory CLE.*
CA General: This program bundle (all seminars combined) is approved for 29.5 units of general CLE in California.
CA Ethics: This program bundle (all seminars combined) includes 1.25 units of ethics credit in California.
CA Certified Legal Specialist in Estate Planning, Trust and Probate Law: Because The bar now has expiration dates for Certified Legal Specialist CLE courses, please see below for which courses in this bundle still qualify for CLS CLE based on when you are looking at this package. Please contact the bar’s MCLE department requesting their rules related to expiration dates of Certified Legal Specialist courses, for further explantation:
The bar now has expiration dates for Certified Legal Specialist CLE courses. This program is approved for 6.5 units of Participatory Certified Legal Specialist CLE in California in Estate Planning, Trust and Probate Law through March 1, 2024 and 6.5 units of Self Study Certified Legal Specialist CLE in California in Estate Planning, Trust and Probate Law through March 1, 2027.
This program is approved for 9.0 units of Self Study (only) Certified Legal Specialist CLE in California in Estate Planning, Trust and Probate Law through November 10, 2025.
** We will be holding this program again in April 2023. Please email us if you are interested in the updated program and we have not yet updated it here.
This program is approved for 7.5 units units of Self Study (only) Certified Legal Specialist CLE in California in Estate Planning, Trust and Probate Law through March 9, 2023.
The bar now has expiration dates for Certified Legal Specialist CLE courses. This program is now only approved for 6.5 units of General CA CLE.
*Participatory CLE: For those states that make a distinction between self-study and Participatory CLE (CA, IL, NY), please write down the Verification Codes read out during the program by speakers or our announcer and email them to us at firstname.lastname@example.org and we will issue your Participatory CLE certificate.
Self-Study CLE certificates are already included in your recorded package, in the “Materials” Folder.
This program is approved for CLE in the states listed above. Upon request, Pincus Pro Ed will provide any information an attorney needs to support their application for CLE approval in other states other than what is listed above.
Terms and Policies
Recording policy: No audio or video recording of any program is permitted.
Seminar Cancellations: Should you be unable to attend for any reason, please inform us in writing no later than 14 days prior to the event and a credit voucher will be issued. If you prefer, a refund, less a $50 non-refundable deposit, will be issued. No refunds or credits will be given for cancellations received within 14 days of an event. However, if you notify us within 14 days of an event, and wish to convert your in-person attendance registration to an Audio CD package (with handout), we can do so. A small additional shipping charge, and sales tax in CA, will be incurred. No shipping charge is incurred for downloads. We will also issue a voucher for the amount paid if you notify us within 14 days and prefer not to have the audio recording.
Substitutions may be made at any time.
Webinars, Tele-seminars and Webcast Cancellations: Once log-in codes and passwords are issued for a webinar, tele-seminars or webcasts, a refund is not possible. If for any reason you cannot attend the event after you have received the codes, we will automatically convert your registration to an instant streaming/instant download or CD format and provide you with the information you need to access the recording after the program concludes and the recording is available. Conversions to CD require a $8.50 shipping fee, and in CA, 9% sales tax.
Downloads/CDs/DVDs – Refund policy:
Downloads are non-returnable/non-refundable once purchased and received. Tapes, CDs and DVDs are returnable for a full refund or replacement if defective, within 90 days of purchase.
Reminder: The room temperature at hotels and other seminar locations are notoriously hard to control. Please bring a sweater or jacket in case it gets cold and/or layer as if you are going to the movies so you are comfortable.