Family Wealth Management

This guide contains information about estate planning and the tax ramifications of family wealth.

CEB Materials on California Estate Planning

Many of the law library's holdings on Estate Planning in California are published by California CEB, Continuing Education of the Bar. Some recent titles are listed below. See the CEB webpage for additional titles and descriptions. If we do not have a title that you need, you may be able to obtain a copy via interlibrary loan or at the Santa Clara County Law Library in San Jose.

For access to online CEB materials, go to the CEB website sign-in page

Enter username and password (contact Research Services for sign-in information)
Click on Reference Materials Library.
Select "Estate Planning" from the left-hand column.

For access to CEB materials in print and CD-Rom:

OSCAR Subject search: estate planning – California
Sort results by Date (newest first)
Many are CEB programs.

A few recent CEB titles (available electronically and in print):

Miscellaneous California Estate Planning Information

Office of the Attorney General, Estate and Financial Planning

Sacramento County Public Law Library, Wills, Trusts. and Estate Planning

UC Irvine Law Library. Legal Treatises, Trusts and Estate Planning

Loyola Law School, Los Angeles, California Practice Materials: Estate Planning

Heafey Law Library Research Team