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Continuing Education

2009 CLE Accreditation

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CLE Accreditation
List of State Bars and CLE Rules

December, 2009 – Atlanta, GA
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
ALBeyond the Basics 12/7 - 8/200912.00
ALThe Art of Attraction 12/7 - 8/200912.00
ALComprehensive Planning with Asset Protection Trusts 12/9 - 10/200912.00
ALComprehensive Planning with Living Trusts 12/9 - 10/200912.00
ALIntroduction to Irrevocable Trust Planning 12/11/20096.00
ALUnderstanding and Communicating the Need for Life Insurance and ILITs 12/11/20093.00
ARBeyond the BasicsProvider #P03412/7 - 8/200912.00
ARThe Art of AttractionProvider #P03412/7 - 8/200912.00
ARComprehensive Planning with Asset Protection TrustsProvider #P03412/9 - 10/200912.00
ARComprehensive Planning with Living TrustsProvider #P03412/9 - 10/200912.00
ARIntroduction to Irrevocable Trust PlanningProvider #P03412/11/20096.00
ARUnderstanding and Communicating the Need for Life Insurance and ILITsProvider #P03412/12/20093.00
CABeyond the Basics138263 Estate Planning Legal Specialist credit12/7 - 8/200911.00
CAComprehensive Planning with Asset Protection Trusts138265 Estate Planning Legal Specialist credit12/9 - 10/200912.00
CAComprehensive Planning with Living Trusts138264 Estate Planning Legal Specialist credit12/9 - 10/200912.00
CAIntroduction to Irrevocable Trust Planning138289 Estate Planning Legal Specialist credit12/11/20096.00
CAUnderstanding and Communicating the Need for Life Insurance and ILITs138290 Estate Planning Legal Specialist credit12/12/20092.50
FLBeyond the Basics1136 012/7 - 8/200912.0 CLER
10.0 Cert (Wills)
0
FLThe Art of Attraction3524 912/7 - 8/200914.5 CLER0
FLComprehensive Planning with Asset Protection Trusts1155 012/9 - 10/200914.5 CLER0
FLComprehensive Planning with Living Trusts4647 912/9 - 10/200912.0 CLER
10.0 Cert (Wills)
0
FLIntroduction to Irrevocable Trust Planning4732 912/11/20097.0 CLER
5.0 Cert (Wills)
0
FLUnderstanding and Communicating the Need for Life Insurance and ILITs1154 012/12/20094.0 CLER
1.0 Cert (Wills)
0
GABeyond the Basics13433612/7 - 8/200912.00
GAThe Art of Attraction13418212/7 - 8/200912.00
GAComprehensive Planning with Asset Protection Trusts13433812/9 - 10/200912.00
GAComprehensive Planning with Living Trusts13433912/9 - 10/200912.00
GAIntroduction to Irrevocable Trust Planning13434012/11/20096.00
GAUnderstanding and Communicating the Need for Life Insurance and ILITs13433712/12/20093.00
ILThe Art of Attraction 12/7 - 8/200912.00
ILComprehensive Planning with Living Trusts 12/9 - 10/200912.00
ILIntroduction to Irrevocable Trust Planning 12/11/20096.00
NCBeyond the Basics312/7 - 8/200911.00
NCComprehensive Planning with Asset Protection Trusts512/9 - 10/200912.00
NCComprehensive Planning with Living Trusts612/9 - 10/200912.00
NCIntroduction to Irrevocable Trust Planning712/11/20096.00
NCUnderstanding and Communicating the Need for Life Insurance and ILITs812/12/20093.00
NYBeyond the Basics 12/7 - 8/200912.00
NYThe Art of Attraction 12/7 - 8/200912.00
NYComprehensive Planning with Asset Protection Trusts 12/9 - 10/200912.00
NYComprehensive Planning with Living Trusts 12/9 - 10/200912.00
NYIntroduction to Irrevocable Trust Planning 12/11/20096.00
NYUnderstanding and Communicating the Need for Life Insurance and ILITs 12/12/20093.00
OHThe Art of Attraction0019995212/7 - 8/200912.00
OHComprehensive Planning with Living Trusts00020134712/9 - 10/200912.00
OHIntroduction to Irrevocable Trust Planning00020134812/12/20096.00
SCBeyond the Basics29600712/7 - 8/200912.00
SCThe Art of Attraction29600512/7 - 8/200912.00
SCComprehensive Planning with Asset Protection Trusts29600812/9 - 10/200912.00
SCComprehensive Planning with Living Trusts29600912/9 - 10/200912.00
SCIntroduction to Irrevocable Trust Planning29600612/11/20096.00
SCUnderstanding and Communicating the Need for Life Insurance and ILITs29600212/12/20093.00
TNBeyond the Basicspending12/7 - 8/200912.00
TNThe Art of Attractionpending12/7 - 8/200912.00
TNComprehensive Planning with Asset Protection Trustspending12/9 - 10/200912.00
TNComprehensive Planning with Living Trustspending12/9 - 10/200912.00
TNIntroduction to Irrevocable Trust Planningpending12/11/20096.00
TNUnderstanding and Communicating the Need for Life Insurance and ILITspending12/12/20093.00
TXBeyond the Basics 12/7 - 8/200912.00
TXThe Art of Attraction 12/7 - 8/200912.00
TXComprehensive Planning with Asset Protection Trusts 12/9 - 10/200912.00
TXComprehensive Planning with Living Trusts 12/9 - 10/200912.00
TXIntroduction to Irrevocable Trust Planning 12/11/20096.00
TXUnderstanding and Communicating the Need for Life Insurance and ILITs 12/12/20093.00
VABeyond the BasicsNW092012/7 - 8/200912.00
VAThe Art of AttractionNW092112/7 - 8/20096.00
WIBeyond the Basicspending12/7 - 8/200914.00
WIThe Art of Attractionpending12/7 - 8/200914.00
WIComprehensive Planning with Asset Protection Trustspending12/9 - 10/200914.00
WIComprehensive Planning with Living Trustspending12/9 - 10/200914.00
WIIntroduction to Irrevocable Trust Planningpending12/11/20097.00
WIUnderstanding and Communicating the Need for Life Insurance and ILITspending12/12/20093.50
CFP
Credit Hours
 Comprehensive Planning with Living TrustsComp Planning12/9 - 10/200914.00
 Introduction to Irrevocable Trust PlanningIrrev Trusts12/11/20097.00
 Understanding and Communicating the Need for Life Insurance and ILITs12/2009 Retreat12/12/20093.50
CPE
Credit Hours
 Beyond the Basics 12/7 - 8/200912.00
 The Art of Attraction 12/7 - 8/200912.00
 Comprehensive Planning with Asset Protection Trusts 12/9 - 10/200912.00
 Comprehensive Planning with Living Trusts 12/9 - 10/200912.00
 Introduction to Irrevocable Trust Planning 12/11/20096.00
 Understanding and Communicating the Need for Life Insurance and ILITs 12/12/20093.00
Insurance CE
Credit Hours
 Introduction to Irrevocable Trust Planning3682112/11/20097.00
 Understanding and Communicating the Need for Life Insurance and ILITs3682212/12/20093.00

2009 Planning for the Generations - August 2009 - Chicago, IL
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
CO2009 Planning for the Generations 8/5-7/200918.00
FL2009 Planning for the Generations 8/5-7/200918 CLER
13.5 Cert
0
IL2009 Planning for the Generations 8/5-7/200916.5/1.50
NY2009 Planning for the Generations 8/5-7/200918.00
OH2009 Planning for the Generations 8/5-7/200915.00
VA2009 Planning for the Generations 8/5-7/200915.00
WI2009 Planning for the Generations 8/5-7/200924.5/2.00
TN2009 Planning for the Generations 8/5-7/200913.50
TX2009 Planning for the Generations 8/5-7/200915.00
CFP
Credit Hours
CFP Board2009 Planning for the GenerationsNC 20098/5-7/200918.00
CPE
Credit Hours
NASBA2009 Planning for the Generations 8/5-7/200920.00
Insurance CE
Credit Hours
CA2009 Planning for the Generations2301128/5-7/20096.00
FL2009 Planning for the GenerationsCourse #69803; Course offering ID 8804628/5-7/20099.00
IL2009 Planning for the Generations266468/5-7/20096.00
MI2009 Planning for the Generations525988/5-7/20096.00
MO2009 Planning for the GenerationsLH 090009158/5-7/20096.00
OH2009 Planning for the Generations492028/5-7/20096.00

March, 2009 – San Diego, CA
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
CAThe Art of AttractionProvider #138532/28-3/1/200912.00
CAPlanning in a Low Interest Rate EnvironmentProvider #138533/1 - 3/2/0912.00
CATrust Administration WorkshopProvider #138533/3 - 3/4/200912.00
COTrust Administration Workshop"Trust Administration"3/3 - 3/4/200914.00
FLThe Art of Attraction3524 92/28-3/1/200914.5 CLER,
0 Cert
0
FLPlanning in a Low Interest Rate Environment3525 93/1 - 3/2/0914.5 CLER,
 11 Cert
0
FLTrust Administration Workshop3501 93/3 - 3/4/200914.5 CLER,
  11 Wills Cert
0
ILThe Art of Attractionnone2/28-3/1/200912.00
ILPlanning in a Low Interest Rate Environmentnone3/1 - 3/2/0912.00
NVPlanning in a Low Interest Rate Environment2965A9-OU3/1 - 3/2/0912.00
NYThe Art of Attractionapproved b/c CA is a NY-approved jurisdiction2/28-3/1/200912.00
NYPlanning in a Low Interest Rate Environmentapproved b/c CA is a NY-approved jurisdiction3/1 - 3/2/0912.00
NYTrust Administration Workshopapproved b/c CA is a NY-approved jurisdiction3/3 - 3/4/200914.00
OHThe Art of Attraction001999522/28-3/1/200912.00
OHTrust Administration Workshop0001997723/3 - 3/4/200912.00

2014  |  2013  | 2012  |  2011  |  2010  |  2009  |  2008  |  2007  |  2006  |  2005
CLE Accreditation
List of State Bars and CLE Rules