Continuing Education

2009 CLE Accreditation

2013  |  2012  |  2011  |  2010  |  2009  |  2008  |  2007  |  2006  |  2005
CLE Accreditation
List of State Bars and CLE Rules

December, 2009 – Atlanta, GA
 Credit Hours
State Course Title Course Code Date Total Ethics
AL Beyond the Basics   12/7 - 8/2009 12.0 0
AL The Art of Attraction   12/7 - 8/2009 12.0 0
AL Comprehensive Planning with Asset Protection Trusts   12/9 - 10/2009 12.0 0
AL Comprehensive Planning with Living Trusts   12/9 - 10/2009 12.0 0
AL Introduction to Irrevocable Trust Planning   12/11/2009 6.0 0
AL Understanding and Communicating the Need for Life Insurance and ILITs   12/11/2009 3.0 0
AR Beyond the Basics Provider #P034 12/7 - 8/2009 12.0 0
AR The Art of Attraction Provider #P034 12/7 - 8/2009 12.0 0
AR Comprehensive Planning with Asset Protection Trusts Provider #P034 12/9 - 10/2009 12.0 0
AR Comprehensive Planning with Living Trusts Provider #P034 12/9 - 10/2009 12.0 0
AR Introduction to Irrevocable Trust Planning Provider #P034 12/11/2009 6.0 0
AR Understanding and Communicating the Need for Life Insurance and ILITs Provider #P034 12/12/2009 3.0 0
CA Beyond the Basics 138263 Estate Planning Legal Specialist credit 12/7 - 8/2009 11.0 0
CA Comprehensive Planning with Asset Protection Trusts 138265 Estate Planning Legal Specialist credit 12/9 - 10/2009 12.0 0
CA Comprehensive Planning with Living Trusts 138264 Estate Planning Legal Specialist credit 12/9 - 10/2009 12.0 0
CA Introduction to Irrevocable Trust Planning 138289 Estate Planning Legal Specialist credit 12/11/2009 6.0 0
CA Understanding and Communicating the Need for Life Insurance and ILITs 138290 Estate Planning Legal Specialist credit 12/12/2009 2.5 0
FL Beyond the Basics 1136 0 12/7 - 8/2009 12.0 CLER
10.0 Cert (Wills)		 0
FL The Art of Attraction 3524 9 12/7 - 8/2009 14.5 CLER 0
FL Comprehensive Planning with Asset Protection Trusts 1155 0 12/9 - 10/2009 14.5 CLER 0
FL Comprehensive Planning with Living Trusts 4647 9 12/9 - 10/2009 12.0 CLER
10.0 Cert (Wills)		 0
FL Introduction to Irrevocable Trust Planning 4732 9 12/11/2009 7.0 CLER
5.0 Cert (Wills)		 0
FL Understanding and Communicating the Need for Life Insurance and ILITs 1154 0 12/12/2009 4.0 CLER
1.0 Cert (Wills)		 0
GA Beyond the Basics 134336 12/7 - 8/2009 12.0 0
GA The Art of Attraction 134182 12/7 - 8/2009 12.0 0
GA Comprehensive Planning with Asset Protection Trusts 134338 12/9 - 10/2009 12.0 0
GA Comprehensive Planning with Living Trusts 134339 12/9 - 10/2009 12.0 0
GA Introduction to Irrevocable Trust Planning 134340 12/11/2009 6.0 0
GA Understanding and Communicating the Need for Life Insurance and ILITs 134337 12/12/2009 3.0 0
IL The Art of Attraction   12/7 - 8/2009 12.0 0
IL Comprehensive Planning with Living Trusts   12/9 - 10/2009 12.0 0
IL Introduction to Irrevocable Trust Planning   12/11/2009 6.0 0
NC Beyond the Basics 3 12/7 - 8/2009 11.0 0
NC Comprehensive Planning with Asset Protection Trusts 5 12/9 - 10/2009 12.0 0
NC Comprehensive Planning with Living Trusts 6 12/9 - 10/2009 12.0 0
NC Introduction to Irrevocable Trust Planning 7 12/11/2009 6.0 0
NC Understanding and Communicating the Need for Life Insurance and ILITs 8 12/12/2009 3.0 0
NY Beyond the Basics   12/7 - 8/2009 12.0 0
NY The Art of Attraction   12/7 - 8/2009 12.0 0
NY Comprehensive Planning with Asset Protection Trusts   12/9 - 10/2009 12.0 0
NY Comprehensive Planning with Living Trusts   12/9 - 10/2009 12.0 0
NY Introduction to Irrevocable Trust Planning   12/11/2009 6.0 0
NY Understanding and Communicating the Need for Life Insurance and ILITs   12/12/2009 3.0 0
OH The Art of Attraction 00199952 12/7 - 8/2009 12.0 0
OH Comprehensive Planning with Living Trusts 000201347 12/9 - 10/2009 12.0 0
OH Introduction to Irrevocable Trust Planning 000201348 12/12/2009 6.0 0
SC Beyond the Basics 296007 12/7 - 8/2009 12.0 0
SC The Art of Attraction 296005 12/7 - 8/2009 12.0 0
SC Comprehensive Planning with Asset Protection Trusts 296008 12/9 - 10/2009 12.0 0
SC Comprehensive Planning with Living Trusts 296009 12/9 - 10/2009 12.0 0
SC Introduction to Irrevocable Trust Planning 296006 12/11/2009 6.0 0
SC Understanding and Communicating the Need for Life Insurance and ILITs 296002 12/12/2009 3.0 0
TN Beyond the Basics pending 12/7 - 8/2009 12.0 0
TN The Art of Attraction pending 12/7 - 8/2009 12.0 0
TN Comprehensive Planning with Asset Protection Trusts pending 12/9 - 10/2009 12.0 0
TN Comprehensive Planning with Living Trusts pending 12/9 - 10/2009 12.0 0
TN Introduction to Irrevocable Trust Planning pending 12/11/2009 6.0 0
TN Understanding and Communicating the Need for Life Insurance and ILITs pending 12/12/2009 3.0 0
TX Beyond the Basics   12/7 - 8/2009 12.0 0
TX The Art of Attraction   12/7 - 8/2009 12.0 0
TX Comprehensive Planning with Asset Protection Trusts   12/9 - 10/2009 12.0 0
TX Comprehensive Planning with Living Trusts   12/9 - 10/2009 12.0 0
TX Introduction to Irrevocable Trust Planning   12/11/2009 6.0 0
TX Understanding and Communicating the Need for Life Insurance and ILITs   12/12/2009 3.0 0
VA Beyond the Basics NW0920 12/7 - 8/2009 12.0 0
VA The Art of Attraction NW0921 12/7 - 8/2009 6.0 0
WI Beyond the Basics pending 12/7 - 8/2009 14.0 0
WI The Art of Attraction pending 12/7 - 8/2009 14.0 0
WI Comprehensive Planning with Asset Protection Trusts pending 12/9 - 10/2009 14.0 0
WI Comprehensive Planning with Living Trusts pending 12/9 - 10/2009 14.0 0
WI Introduction to Irrevocable Trust Planning pending 12/11/2009 7.0 0
WI Understanding and Communicating the Need for Life Insurance and ILITs pending 12/12/2009 3.5 0
CFP
 Credit Hours
  Comprehensive Planning with Living Trusts Comp Planning 12/9 - 10/2009 14.0 0
  Introduction to Irrevocable Trust Planning Irrev Trusts 12/11/2009 7.0 0
  Understanding and Communicating the Need for Life Insurance and ILITs 12/2009 Retreat 12/12/2009 3.5 0
CPE
 Credit Hours
  Beyond the Basics   12/7 - 8/2009 12.0 0
  The Art of Attraction   12/7 - 8/2009 12.0 0
  Comprehensive Planning with Asset Protection Trusts   12/9 - 10/2009 12.0 0
  Comprehensive Planning with Living Trusts   12/9 - 10/2009 12.0 0
  Introduction to Irrevocable Trust Planning   12/11/2009 6.0 0
  Understanding and Communicating the Need for Life Insurance and ILITs   12/12/2009 3.0 0
Insurance CE
 Credit Hours
  Introduction to Irrevocable Trust Planning 36821 12/11/2009 7.0 0
  Understanding and Communicating the Need for Life Insurance and ILITs 36822 12/12/2009 3.0 0

2009 Planning for the Generations - August 2009 - Chicago, IL
 Credit Hours
State Course Title Course Code Date Total Ethics
CO 2009 Planning for the Generations   8/5-7/2009 18.0 0
FL 2009 Planning for the Generations   8/5-7/2009 18 CLER
13.5 Cert		 0
IL 2009 Planning for the Generations   8/5-7/2009 16.5/1.5 0
NY 2009 Planning for the Generations   8/5-7/2009 18.0 0
OH 2009 Planning for the Generations   8/5-7/2009 15.0 0
VA 2009 Planning for the Generations   8/5-7/2009 15.0 0
WI 2009 Planning for the Generations   8/5-7/2009 24.5/2.0 0
TN 2009 Planning for the Generations   8/5-7/2009 13.5 0
TX 2009 Planning for the Generations   8/5-7/2009 15.0 0
CFP
 Credit Hours
CFP Board 2009 Planning for the Generations NC 2009 8/5-7/2009 18.0 0
CPE
 Credit Hours
NASBA 2009 Planning for the Generations   8/5-7/2009 20.0 0
Insurance CE
 Credit Hours
CA 2009 Planning for the Generations 230112 8/5-7/2009 6.0 0
FL 2009 Planning for the Generations Course #69803; Course offering ID 880462 8/5-7/2009 9.0 0
IL 2009 Planning for the Generations 26646 8/5-7/2009 6.0 0
MI 2009 Planning for the Generations 52598 8/5-7/2009 6.0 0
MO 2009 Planning for the Generations LH 09000915 8/5-7/2009 6.0 0
OH 2009 Planning for the Generations 49202 8/5-7/2009 6.0 0

March, 2009 – San Diego, CA
 Credit Hours
State Course Title Course Code Date Total Ethics
CA The Art of Attraction Provider #13853 2/28-3/1/2009 12.0 0
CA Planning in a Low Interest Rate Environment Provider #13853 3/1 - 3/2/09 12.0 0
CA Trust Administration Workshop Provider #13853 3/3 - 3/4/2009 12.0 0
CO Trust Administration Workshop "Trust Administration" 3/3 - 3/4/2009 14.0 0
FL The Art of Attraction 3524 9 2/28-3/1/2009 14.5 CLER,
0 Cert		 0
FL Planning in a Low Interest Rate Environment 3525 9 3/1 - 3/2/09 14.5 CLER,
 11 Cert		 0
FL Trust Administration Workshop 3501 9 3/3 - 3/4/2009 14.5 CLER,
  11 Wills Cert		 0
IL The Art of Attraction none 2/28-3/1/2009 12.0 0
IL Planning in a Low Interest Rate Environment none 3/1 - 3/2/09 12.0 0
NV Planning in a Low Interest Rate Environment 2965A9-OU 3/1 - 3/2/09 12.0 0
NY The Art of Attraction approved b/c CA is a NY-approved jurisdiction 2/28-3/1/2009 12.0 0
NY Planning in a Low Interest Rate Environment approved b/c CA is a NY-approved jurisdiction 3/1 - 3/2/09 12.0 0
NY Trust Administration Workshop approved b/c CA is a NY-approved jurisdiction 3/3 - 3/4/2009 14.0 0
OH The Art of Attraction 00199952 2/28-3/1/2009 12.0 0
OH Trust Administration Workshop 000199772 3/3 - 3/4/2009 12.0 0

2013  |  2012  |  2011  |  2010  |  2009  |  2008  |  2007  |  2006  |  2005
CLE Accreditation
List of State Bars and CLE Rules