2011 CLE Accreditation

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CLE Accreditation
List of State Bars and CLE Rules
 
November 15, 2011 - Thought Leader Series
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
ARMost Compelling Opportunities Now: Making Two Years Last a LifetimeProvider #P034 11/15/20111.00
CAMost Compelling Opportunities Now: Making Two Years Last a Lifetime

Provider #13853 Legal Specialization in Estate Planning

 11/15/20111.00
COMost Compelling Opportunities Now: Making Two Years Last a Lifetimeapproved; "Two Years Last a Lifetime" 11/15/20111.0 0
FLMost Compelling Opportunities Now: Making Two Years Last a Lifetime28022 11/15/20111.0 CLER, 1.0 Cert. (Wills) 0
GAMost Compelling Opportunities Now: Making Two Years Last a Lifetime156822 11/15/20111.00
ILMost Compelling Opportunities Now: Making Two Years Last a Lifetimeapproved 11/15/20111.00
KYMost Compelling Opportunities Now: Making Two Years Last a Lifetime125452 11/15/20111.0 0
MNMost Compelling Opportunities Now: Making Two Years Last a Lifetime161791 11/15/20111.0 0
MOMost Compelling Opportunities Now: Making Two Years Last a Lifetimeapproved 11/15/2011

1.2

 0
NYMost Compelling Opportunities Now: Making Two Years Last a LifetimeRecognizes CA approval 11/15/20111.0 0
OKMost Compelling Opportunities Now: Making Two Years Last a Lifetimeapproved 11/15/20111.0 0
TNMost Compelling Opportunities Now: Making Two Years Last a Lifetime113500 11/15/20111.0 0
TXMost Compelling Opportunities Now: Making Two Years Last a Lifetime901234269 11/15/20111.0 0
UTMost Compelling Opportunities Now: Making Two Years Last a Lifetimeapproved, self study 11/15/20111.0 self study 0
WAMost Compelling Opportunities Now: Making Two Years Last a Lifetime296236 11/15/20111.0 0
CPEMost Compelling Opportunities Now: Making Two Years Last a LifetimeNASBA ID 108255, TX St. ID 009610 11/15/20111.0 0
CFPMost Compelling Opportunities Now: Making Two Years Last a LifetimeSponsor ID 3577; Course ID “Compelling” 11/15/20111.0 0
 
November 2011 - San Diego, CA
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
ARComprehensive Planning with Revocable Living TrustsProvider #P034 11/10-11/201110.50
CAComprehensive Planning with Revocable Living Trusts

Provider #13853 Legal Specialization in Estate Planning

 11/10-11/201110.50
FLComprehensive Planning with Revocable Living Trusts3254 1 11/10-11/201117.0 CLER; 13.0 Cert Wills 0
NVComprehensive Planning with Revocable Living Trusts2965A1-LV 11/10-11/20119.0 0
NYComprehensive Planning with Revocable Living TrustsRecognizes CA approval 11/10-11/201110.50
OKComprehensive Planning with Revocable Living Trustsapproved 11/10-11/201110.50
CPE (NASBA)
CPE (NASBA)Comprehensive Planning with Revocable Living TrustsApproved (NASBA) 11/3-4/201110.50
 
November 2011 - Chicago, IL
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
ARComprehensive Planning with Revocable Living TrustsProvider #P03411/3 – 11/4/201110.5 
CAComprehensive Planning with Revocable Living TrustsProvider #13853 Legal Specialization in Estate Planning11/3 – 11/4/201110.5 
FLComprehensive Planning with Revocable Living Trusts3254 111/3 – 11/4/201117.0 CLER; 13.0 Cert Wills 
ILComprehensive Planning with Revocable Living Trustsapproved11/3 – 11/4/2011

10.5

 
NVComprehensive Planning with Revocable Living Trusts2965A1-LV11/3 – 11/4/20119.0 
NYComprehensive Planning with Revocable Living TrustsRecognizes CA approval11/3 – 11/4/201110.5 
OHComprehensive Planning with Revocable Living Trusts00023775911/3 – 11/4/201110.750
OKComprehensive Planning with Revocable Living Trusts

approved

 11/3 – 11/4/201110.5 
WIComprehensive Planning with Revocable Living Trustsapproved11/3 – 11/4/201116.5 0
CPE
CPEComprehensive Planning with Revocable Living TrustsApproved NASBA Sponsor ID 108255, TX St. ID 00961011/3 – 11/4/201110.50
 
October 2011 - Framingham, MA
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
CABusiness Planning ConferenceProvider #13853 Legal Specialization in Estate Planning10/27 – 10/28/20119.00
MABusiness Planning ConferenceNo MCLE program10/27 – 10/28/2011  
NYBusiness Planning ConferenceRecognizes CA approval10/27 – 10/28/20119.00
CPE (NASBA)
CPE (NASBA)Business Planning ConferenceApproved NASBA Sponsor ID 108255, TX St. ID 00961010/27-28/201110.50
 
September 2011 - Denver, CO
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
ARComprehensive Planning with Revocable Living TrustsProvider #P0349/14 – 9/15/201110.50
CAComprehensive Planning with Revocable Living TrustsProvider #13853 Legal Specialization in Estate Planning9/14 – 9/15/201110.50
COComprehensive Planning with Revocable Living Trustsapproved9/14 – 9/15/201113.00
FLComprehensive Planning with Revocable Living Trusts3254 19/14 – 9/15/201117.0 CLER; 13.0 Cert Wills0
INComprehensive Planning with Revocable Living Trusts01457979/14 – 9/15/201110.50
ILComprehensive Planning with Revocable Living Trustsapproved9/14 – 9/15/201110.50
NVComprehensive Planning with Revocable Living Trusts2965A1-LV9/14 – 9/15/20119.00
NYComprehensive Planning with Revocable Living TrustsRecognizes CA approval9/14 – 9/15/201110.50
OKComprehensive Planning with Revocable Living Trustsapproved9/14 – 9/15/201110.50
ORComprehensive Planning with Revocable Living Trusts2637*949/14 – 9/15/201111.00
TXComprehensive Planning with Revocable Living Trusts901219105 Legal Specialization in Estate Planning/Probate, Tax Law9/14 – 9/15/201110.50
CPE (NASBA)
CPE (NASBA)Comprehensive Planning with Revocable Living TrustsApproved NASBA Sponsor ID 108255, TX St. ID 0096109/14 – 9/15/201110.50
 
September 14, 2011 - Thought Leader Series Webinar
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
ARUsing LLCs to Protect Family AssetsProvider #P0349/14/20111.00
CAUsing LLCs to Protect Family AssetsProvider #13853 Legal Specialization in Estate Planning9/14/20111.00
COUsing LLCs to Protect Family Assetsapproved9/14/20111.00
DEUsing LLCs to Protect Family Assetswea09142011Using9/14/20111.00
FLUsing LLCs to Protect Family Assets1223 29/14/20111.0 CLER, 1.0 Cert. (Wills, Business Litigation)0
GAUsing LLCs to Protect Family Assets1557989/14/20111.00
ILUsing LLCs to Protect Family Assetsapproved9/14/20111.00
KYUsing LLCs to Protect Family Assets1241359/14/20111.00
MOUsing LLCs to Protect Family Assetsapproved9/14/20111.10
NYUsing LLCs to Protect Family AssetsRecognizes CA approval9/14/20111.00
OKUsing LLCs to Protect Family Assetsapproved9/14/20111.00
TNUsing LLCs to Protect Family Assets1104259/14/20111.00
TXUsing LLCs to Protect Family Assets901230392 Legal Specialization in Estate Planning/Probate, Tax Law9/14/20111.00
UTUsing LLCs to Protect Family Assetsapproved9/14/20111.00
WIUsing LLCs to Protect Family Assetsapproved9/14/20111.00
WAUsing LLCs to Protect Family Assets2924519/14/20111.00
CPE (NASBA)
CPE (NASBA)Business Planning ConferenceApproved NASBA Sponsor ID 108255, TX St. ID 00961010/27-28/201110.50
CFP
CFPBusiness Planning ConferenceLLCs10/27-28/201110.50
 
July 2011 - Chicago, IL - 2011 Planning for the Generations
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
AL2011 Planning for the Generationsapproved7/20 – 7/22/201113.51.3
ARIllinois Medicaid Planning BasicsProvider #P0347/18/20117.00
ARWhat Would You Do? An In-Depth Analysis of Four Advanced Elder Law Case StudiesProvider #P0347/19/20113.50
AR2011 Planning for the GenerationsProvider #P0347/20 – 7/22/201116.20
CAIllinois Medicaid Planning BasicsProvider #13853 (Legal Specialization)7/18/20116.00
CAWhat Would You Do? An In-Depth Analysis of Four Advanced Elder Law Case StudiesProvider #13853 (Legal Specialization)7/19/20113.00
CA2011 Planning for the GenerationsProvider #13853 (Legal Specialization)7/20 – 7/22/201113.50
CO2011 Planning for the Generations"Planning for the Generations"7/20 – 7/22/201116.01.8
FL2011 Planning for the Generations8380 17/20 – 7/22/201117.0 CLER, 13.0 Cert (Wills, Elder Law)0
GA2011 Planning for the Generations1544857/20 – 7/22/201113.51.2
IA2011 Planning for the Generations805377/20 – 7/22/201113.51.5
ILIllinois Medicaid Planning Basicsapproved7/18/20116.00
ILWhat Would You Do? An In-Depth Analysis of Four Advanced Elder Law Case Studiesapproved7/19/20113.250
IL2011 Planning for the Generationsapproved7/20 – 7/22/201113.50
IN2011 Planning for the Generations01439307/20 – 7/22/20116.00
IN2011 Planning for the Generations01439417/20 – 7/22/201113.50
LA2011 Planning for the Generations66881107187/20 – 7/22/201113.51.5
MN2011 Planning for the Generations1576837/20 – 7/22/201113.50
MO2011 Planning for the Generationsapproved7/20 – 7/22/201117.71.8
NC2011 Planning for the Generations57/20 – 7/22/201113.50
NV2011 Planning for the Generations2965F1-OU7/20 – 7/22/201113.51.5
NYIllinois Medicaid Planning Basicsrecognizes CA credits7/18/20116.00
NYWhat Would You Do? An In-Depth Analysis of Four Advanced Elder Law Case Studiesrecognizes CA credits7/19/20113.250
NY2011 Planning for the Generationsrecognizes CA credits7/20 – 7/22/201113.50
OH2011 Planning for the Generations0002311937/20 – 7/22/201116.251.0
OKIllinois Medicaid Planning Basicsapproved7/18/20116.00
OKWhat Would You Do? An In-Depth Analysis of Four Advanced Elder Law Case Studiesapproved7/19/20113.250
OK2011 Planning for the Generationsapproved7/20 – 7/22/201113.51.5
OR2011 Planning for the Generations2637*937/20 – 7/22/201114.751.5
PA2011 Planning for the Generationsapproved7/20 – 7/22/201114.51.5
SC2011 Planning for the Generations1149127/20 – 7/22/201113.50
TN2011 Planning for the Generations1087667/20 – 7/22/201113.50
TX2011 Planning for the Generations901227578 (Legal Specialization – Estate Planning/Probate)7/20 – 7/22/201116.250
UT2011 Planning for the Generationsapproved7/20 – 7/22/201113.50
VA2011 Planning for the GenerationsNY13287/20 – 7/22/201113.00
WA2011 Planning for the Generations2876587/20 – 7/22/20119.780
WI2011 Planning for the Generationsapproved7/20 – 7/22/201116.01.5
CFP Board
CFP Board2011 Planning for the GenerationsEach session approved individually (WealthCounsel Advisors Forum)7/20 – 7/22/201116.00
CPE (NASBA)
CPE (NASBA)2011 Planning for the Generationsapproved7/20 – 7/22/201116.20
 
June 2011 - Prescott, AZ
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
ARTax Camp (Arizona State Forum meeting)Provider #P0346/16 - 6/17/201114.00
AZTax Camp (Arizona State Forum meeting)AZ does not pre-approve courses6/16 - 6/17/201112.0 
CATax Camp (Arizona State Forum meeting)Provider #138536/16 - 6/17/201112.0 0
NYTax Camp (Arizona State Forum meeting)Recognizes CA approval6/16 - 6/17/201112.00
 
June 2011 - Los Angeles, CA
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
ARComprehensive Planning with Revocable Living TrustsProvider #P034 6/8 - 6/9/201110.50
ARJoint California State ForumProvider #P0346/10/20112.00
CAComprehensive Planning with Revocable Living TrustsProvider #13853 6/8 - 6/9/201110.5 0
CAJoint California State ForumProvider #138536/10/20112.00
FLComprehensive Planning with Revocable Living Trusts3254 1 6/8 - 6/9/201117.0 CLER; 13.0 Cert Wills 0
NVComprehensive Planning with Revocable Living TrustsRecognizes CA credits 6/8 - 6/9/20119.0 0
NYJoint California State ForumRecognizes CA credits 6/8 - 6/9/201110.5 0
NYComprehensive Planning with Revocable Living TrustsRecognizes CA approval 6/10/20112.0 0
OKComprehensive Planning with Revocable Living Trustsapproved6/8 - 6/9/201110.5 0
CPE (NASBA)
CPE (NASBA)Comprehensive Planning with Revocable Living TrustsPlease confirm with your State Board of Accountancy6/8 - 6/9/201110.50
 
 
May 2011 - Boston, MA
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
ARComprehensive Planning with Revocable Living TrustsProvider #P034 5/19 - 5/20/201110.50
CAComprehensive Planning with Revocable Living TrustsProvider #13853 5/19 - 5/20/201110.5 0
FLComprehensive Planning with Revocable Living Trusts3254 1 5/19 - 5/20/201117.0 CLER; 13.0 Cert Wills 0
MEComprehensive Planning with Revocable Living Trusts025111 5/19 - 5/20/201110.5 0
NVComprehensive Planning with Revocable Living Trusts2965A1-LV 5/19 - 5/20/20119.0 0
NYComprehensive Planning with Revocable Living TrustsRecognizes CA approval 5/19 - 5/20/201110.5 0
OKComprehensive Planning with Revocable Living Trustsapproved 5/19 - 5/20/201110.5 0
 
May 12, 2011 - Thought Leader Series Webinar
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
ARSometimes Less is More: Designing Effective Charitable Planning Strategies for Today's Savvy PhilanthropistProvider #P034 5/12/20111.00
CASometimes Less is MoreProvider #13853 5/12/20111.0 0
FLSometimes Less is More6839 1 5/12/20111.0 CLER, 1.0 Cert. (Wills) 0
ILSometimes Less is Moreapproved 5/12/20111.0 0
MOSometimes Less is Moreapproved 5/12/20111.2 0
NYSometimes Less is MoreRecognizes CA approval 5/12/20111.0 0
OKSometimes Less is Moreapproved 5/12/20111.0 0
TNSometimes Less is More107214 5/12/20111.0 0
TXSometimes Less is More901224672 5/12/20111.0 0
WISometimes Less is Moreapproved 5/12/20111.0 0
UTSometimes Less is Moreapproved 5/12/20111.0 0
CPE (NASBA)
CPE (NASBA)Sometimes Less is MorePlease confirm with your State Board of Accountancy5/12/20111.00
 
May 11, 2011 - Webinar
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
ARContribution Trusts – A Niche MarketProvider #P034 5/11/20111.00
CAContribution Trusts – A Niche MarketProvider #13853 5/11/20111.0 0
NYContribution Trusts – A Niche MarketRecognizes CA approval 5/11/20111.0 0
OKContribution Trusts – A Niche Marketapproved 5/11/20111.0 0
 
May 2011 - Chicago, IL
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
ARComprehensive Planning with Revocable Living TrustsProvider #P034 5/5 - 5/6/201110.50
CAComprehensive Planning with Revocable Living TrustsProvider #13853 5/5 - 5/6/201110.5 0
FLComprehensive Planning with Revocable Living Trusts3254 1 5/5 - 5/6/201117.0 CLER; 13.0 Cert Wills 0
ILComprehensive Planning with Revocable Living Trustsapproved 5/5 - 5/6/201110.5 0
NVComprehensive Planning with Revocable Living Trusts2965A1-LV 5/5 - 5/6/20119.0 0
NYComprehensive Planning with Revocable Living TrustsRecognizes CA approval 5/5 - 5/6/201110.5 0
OKComprehensive Planning with Revocable Living Trustsapproved 5/5 - 5/6/201110.5 0
TXComprehensive Planning with Revocable Living Trusts901219105, Legal Specialization 5/5 - 5/6/201110.5 0
CPE (NASBA)
CPE (NASBA)Comprehensive Planning with Revocable Living TrustsPlease confirm with your State Board of Accountancy 5/5 - 5/6/201110.50
 
April 2011 - Charlotte, NC
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
ARComprehensive Planning with Revocable Living TrustsProvider #P034 4/14 – 4/15/201110.50
CAComprehensive Planning with Revocable Living TrustsProvider #13853 4/14 – 4/15/201110.5 0
DEComprehensive Planning with Revocable Living Trustswea04142011Compr 4/14 – 4/15/201110.5 0
FLComprehensive Planning with Revocable Living Trusts3254 1 4/14 – 4/15/201117.0 CLER; 13.0 Cert Wills 0
KYComprehensive Planning with Revocable Living Trusts120027 4/14 – 4/15/201110.5 0
NCComprehensive Planning with Revocable Living Trusts4 4/14 – 4/15/201110.5 0
NVComprehensive Planning with Revocable Living Trusts2965A1-LV 4/14 – 4/15/20119.0 0
NYComprehensive Planning with Revocable Living TrustsRecognizes CA approval 4/14 – 4/15/201110.5 0
OKComprehensive Planning with Revocable Living Trustsapproved 4/14 – 4/15/201110.5 0
TXComprehensive Planning with Revocable Living Trusts901219105, Legal Specialization 4/14 – 4/15/201110.5 0
 
March 30, 2011 - Webinar
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
ARGifting Strategies in Light of TRUIRJCA 2010Provider #P0343/30/20111.00
CAGifting Strategies in Light of TRUIRJCA 2010Provider #138533/30/20111.0 0
COGifting Strategies in Light of TRUIRJCA 2010TRUIRJCA 20103/30/20111.0 0
GAGifting Strategies in Light of TRUIRJCA 20101528653/30/20111.0 0
ILGifting Strategies in Light of TRUIRJCA 2010approved3/30/20111.0 0
NYGifting Strategies in Light of TRUIRJCA 2010Recognizes CA approval3/30/20111.0 0
OKGifting Strategies in Light of TRUIRJCA 2010approved 3/30/20111.0 0
ORGifting Strategies in Light of TRUIRJCA 20102637*923/30/20111.0 0
TNGifting Strategies in Light of TRUIRJCA 2010105357 3/30/20111.0 0
TXGifting Strategies in Light of TRUIRJCA 20109012221833/30/20111.00
WIGifting Strategies in Light of TRUIRJCA 2010approved3/30/20111.0 0
CPE (NASBA)
CPE (NASBA)Gifting Strategies in Light of TRUIRJCA 2010Please confirm with your State Board of Accountancy3/30/20111.00
 
March 2011 - Scottsdale, AZ
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
ARLLC PlanningProvider #P034 3/17 – 3/18/201112.0 0
ARUnderstanding & Drafting Irrevocable TrustsProvider #P034 3/17 – 3/18/201112.0 0
CALLC PlanningProvider #13853 3/17 – 3/18/201111.01.0
CAUnderstanding & Drafting Irrevocable TrustsProvider #13853 3/17 – 3/18/201112.00
MNLLC Planning153568 3/17 – 3/18/201111.0 1.0
NVLLC Planning2765G1-OU 3/17 – 3/18/2011 12.0 0
NYLLC PlanningRecognizes CA approval 3/17 – 3/18/201112.0 0
NYUnderstanding & Drafting Irrevocable TrustsRecognizes CA approval 3/17 – 3/18/201112.0 0
OKLLC Planningapproved 3/17 – 3/18/201112.0 0
OKUnderstanding & Drafting Irrevocable Trustsapproved 3/17 – 3/18/201112.0 0
SCUnderstanding & Drafting Irrevocable Trusts112817 3/17 – 3/18/201112.0 TAX, EPP 0
VAUnderstanding & Drafting Irrevocable TrustsNY0828 3/17 – 3/18/201112.0 0
 
March 2011 - Dallas, TX
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
ARComprehensive Planning with Revocable Living TrustsProvider #P0343/3 – 3/4/201110.50
CAComprehensive Planning with Revocable Living TrustsProvider #138533/3 – 3/4/201110.5 0
FLComprehensive Planning with Revocable Living Trusts3254 13/3 – 3/4/201117.0 CLER; 13.0 Cert Wills 0
ILComprehensive Planning with Revocable Living Trustsapproved3/3 – 3/4/20119.00
NVComprehensive Planning with Revocable Living Trusts2965A1-LV3/3 – 3/4/20119.0 0
NYComprehensive Planning with Revocable Living TrustsRecognizes CA credits3/3 – 3/4/201110.5 0
OKComprehensive Planning with Revocable Living Trustsapproved3/3 – 3/4/201110.50
TXComprehensive Planning with Revocable Living Trusts901219105, Legal Specialization3/3 – 3/4/201110.5 0
CPE (NASBA)Comprehensive Planning with Revocable Living TrustsPlease confirm with your State Board of Accountancy3/3 – 3/4/201110.5 0
 
March 2011 - Los Angeles, CA
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
ARSouthern California ForumProvider #P034 3/2/20114.00
CASouthern California ForumProvider #13853 3/2/20114.0 0
NYSouthern California ForumRecognizes CA credits 3/2/20114.0 0
 
February 2011 - Webinar
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
ARTo ILIT or Not to ILIT: That Is the QuestionProvider #P034 2/23/20111.00
CATo ILIT or Not to ILIT: That Is the QuestionProvider #13853 2/23/20111.0 0
FLTo ILIT or Not to ILIT: That Is the Question 4557 1 2/23/20112.0 CLER 0
NYTo ILIT or Not to ILIT: That Is the Question Recognizes CA approval 2/23/20111.0 0
OKTo ILIT or Not to ILIT: That Is the Question approved 2/23/20111.0 0
TNTo ILIT or Not to ILIT: That Is the Question approved 2/23/20111.0 0
TXTo ILIT or Not to ILIT: That Is the Question 901216925 2/23/20111.0 0
WITo ILIT or Not to ILIT: That Is the Question approved 2/23/20111.0 0
 
February 2011 - San Francisco, CA
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
ARComprehensive Planning with Revocable Living TrustsProvider #P034 2/7 – 2/8/201110.50
ARNorthern California ForumProvider #P034 2/9/20114.0 
CAComprehensive Planning with Revocable Living TrustsProvider #13853 2/7 – 2/8/201110.5 0
CANorthern California ForumProvider #13853 2/9/20114.0 
FLComprehensive Planning with Revocable Living Trusts3254 1 2/7 – 2/8/201117.0 CLER; 13.0 Cert Wills 0
NYComprehensive Planning with Revocable Living TrustsRecognizes CA credits 2/7 – 2/8/201110.5 0
NYNorthern California ForumRecognizes CA credits 2/9/20114.00
CPE (NASBA)
CPE (NASBA)Comprehensive Planning with Revocable Living TrustsPlease confirm with your State Board of Accountancy 1/27 – 1/28/201110.50
 
January 2011 Miami, FL
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
ARComprehensive Planning with Revocable Living Trusts Provider #P0341/27 - 1/28/201110.50
CAComprehensive Planning with Revocable Living Trusts Provider #138531/27 - 1/28/201110.50
FLComprehensive Planning with Revocable Living Trusts 3254 11/27 - 1/28/201117.0 CLER; 13.0 Cert Wills0
ILComprehensive Planning with Revocable Living Trusts approved1/27 - 1/28/20119.00
NVComprehensive Planning with Revocable Living Trusts 2965A1-LV1/27 - 1/28/20119.00
NYComprehensive Planning with Revocable Living Trusts Recognizes CA credits 1/27 - 1/28/201110.50
OKComprehensive Planning with Revocable Living Trusts approved 1/27 - 1/28/201110.50
ORComprehensive Planning with Revocable Living Trusts 2637*89 1/27 - 1/28/201111.50
CPE (NASBA)
CPE (NASBA)Comprehensive Planning with Revocable Living TrustsPlease confirm with your State Board of Accountancy 1/27 - 1/28/201110.50


January 2011 Las Vegas, NV
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
ARComprehensive Planning with Revocable Living Trusts Provider #P034 1/20 - 1/21/201110.50
CAComprehensive Planning with Revocable Living Trusts Provider #13853 1/20 - 1/21/201110.50
FLComprehensive Planning with Revocable Living Trusts 3254 1 1/20 - 1/21/201117.0 CLER; 13.0 Cert Wills0
ILComprehensive Planning with Revocable Living Trusts approved 1/20 - 1/21/20119.00
NVComprehensive Planning with Revocable Living Trusts 2965A1-LV 1/20 - 1/21/20119.00
NYComprehensive Planning with Revocable Living Trusts Recognizes CA credits 1/20 - 1/21/201110.50
OHComprehensive Planning with Revocable Living Trusts 000233536 1/20 - 1/21/201110.50
OKComprehensive Planning with Revocable Living Trusts approved 1/20 - 1/21/201110.50
ORComprehensive Planning with Revocable Living Trusts 2637*89 1/20 - 1/21/201111.50
CPE (NASBA)
CPE (NASBA)Comprehensive Planning with Revocable Living TrustsPlease confirm with your State Board of Accountancy 1/20 - 1/21/201110.50

December 28, 2010 and January 3, 2011 –Webinar
Credit Hours
StateCourse TitleCourse CodeDateTotalEthics
ARThe 2011 Tax Update and Its Impact on Your Practiceapproved 12/28/10, 1/3/20111.5 0
CAThe 2011 Tax Update and Its Impact on Your Practiceapproved 12/28/10, 1/3/20111.5 0
NYThe 2011 Tax Update and Its Impact on Your Practiceapproved 12/28/10, 1/3/20111.5 0
OKThe 2011 Tax Update and Its Impact on Your Practiceapproved 12/28/10, 1/3/20111.5 0
UTThe 2011 Tax Update and Its Impact on Your Practiceself study 12/28/10, 1/3/20111.5 0
WAThe 2011 Tax Update and Its Impact on Your Practice275787 12/28/10, 1/3/20111.5 0

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CLE Accreditation
List of State Bars and CLE Rules