Continuing Education
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The Heckerling Institute on Estate Planning is the nation's leading conference for estate planners. Continuing legal education credit will be applied for in every state that has mandatory continuing legal education requirements and has been routinely granted. In the past, continuing education has also been available for other estate planning professionals, including accountants, financial planners, IRS enrolled agents, banking and insurance professionals. We urge you to contact our office in advance with questions regarding the availability of credit for a specific jurisdiction or profession, as we cannot guarantee that credit will be available in all cases.


Click here for information on Ethics sessions

 



Continuing Legal Education for Attorneys (CLE)


Continuing legal education credit will be applied for in every state that has mandatory continuing legal education requirements and has been routinely granted.


 

Total Course Hours

33.5 Hours

States that use a 50-minute hour

28.0 Hours

States that use a 60-minute hour


Please be aware that every state has its own rules and regulations regarding accreditation. All credits, including ethics credits, will be awarded based on sessions actually attended and reported on the Proof of Attendance form.


Please click here for state specific approvals





Continuing Professional Education for Accountants (CPE)


The University of Miami School of Law is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: learningmarket.org.

Amount of Recommended CPE credit: 33.5 hours



Click here for the specific NASBA subject areas and a breakdown of sessions


 



Continuing Education for Insurance Professionals (CE)


Continuing education credit will be applied for in the following states:


California, Colorado, Connecticut, Delaware, Florida, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Nebraska, Nevada, New Hampshire, New Mexico, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Wyoming


Please click here for state specific approvals





Certified Financial Planners (CFP)


The 49th Annual Heckerling Institute on Estate Planning has been approved by the Certified Financial Planner Board of Standards for 22.5 hours. (some programs are still under review)


Please click here for a Breakdown of Sessions




Internal Revenue Service (IRS)


The University of Miami School of Law has been approved as an IRS CE Provider. The 49th Annual Heckerling Institute on Estate Planning has been approved for 23 credit hours for Enrolled Agents and Tax Return Preparers.

 

Click Here for Approved Sessions


 



Continuing Education for other Estate Planning Professionals (CE)


The 49th Annual Heckerling Institute on Estate Planning will also apply to the following organizations for continuing education credit:


Organization

 

Approved Hours / Credits

ASA

American Society of Appraisers

28.00

CSPG

Certified Specialist in Planned Giving

28.00

ICB

Institute of Certified Bankers

33.50

NAEPC

National Association of Estate Planners & Councils

22.50 (some programs are still under review)

NALA

National Association of Legal Assistants

28.00 including 3.0 Ethics

PACE

Professional Achievement in Continuing Education
(The American College)

22.50 (some programs are still under review)




All registrants must complete a Proof of Attendance form to request Continuing Education credit. Forms will be available at the Institute.




Heckerling Institute on Estate Planning
University of Miami School of Law, 1311 Miller Drive, Room C-423, Coral Gables, FL 33146
Telephone: 305-284-4762   |   Fax: 305-284-6752   |   Email: heckerling@law.miami.edu