MCLE: Estate Planning 101 for California Attorneys
MCLE: Estate Planning 101 for California Attorneys
Thursday, March 26, 2026, 1:00 – 2:30 PM
Presented by Debra Garcia, Esq.
1.0 General CLE Credit + 0.5 Recognition and Elimination of Bias CLE Credit
This 90-minute training introduces foundational California estate planning principles for attorneys, with practical guidance on wills, revocable living trusts, durable powers of attorney, advance health care directives, and disposition of remains. Participants will explore capacity, undue influence, titling, and trust funding basics, along with common planning scenarios and design choices. The program emphasizes cultural competency and trauma-informed approaches when working with HIV+ and LGBTQ+ clients, including chosen family dynamics. It also addresses common pitfalls, ethics and risk management concerns, and provides a brief overview of probate, conservatorship, and trust administration in California.
Questions? Contact Claire Clayton, Pro Bono & Development Manager, at clairec@alrp.org or (415) 701-1200 x321.
The State Bar of California has certified ALRP, Provider #2485, to provide MCLE credit for this training.
Thank you to our cosponsors!
American Immigration Lawyers Association Northern California Chapter
Asian American Bar Association of the Greater Bay Area
Bay Area Lawyers for Individual Freedom
Black Women Lawyers Association of Northern California
Charles Houston Bar Association
Jewish Family and Children’s Services
Lawyers’ Committee for Civil Rights of the San Francisco Bay Area
San Francisco La Raza Lawyers Association