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 for past Institutes. In the past, continuing education credit has also been available for other estate planning professionals, including accountants, IRS enrolled agents, financial planners, banking and insurance professionals, elder law specialists and planned giving advisors. 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.
All registrants must submit a Proof of Attendance form by January 20, 2017 to request continuing education credit.
The form will be available online and at the Institute.
Continuing legal education credit will be applied for in every state that has mandatory continuing legal education requirements and has been routinely granted for past Institutes. All credits, including ethics credits, will be awarded based on sessions actually attended and reported on the Proof of Attendance form.
Please be aware that every state has its own rules and regulations regarding accreditation.
|Maximum Available Course Hours|
|34.5 Hours||States that use a 50-minute hour|
|28.5 Hours||States that use a 60-minute hour|
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: 34 hours
Program Level: Advanced; Program Prerequisites: General familiarity with estate planning principles; Delivery Method: Group-Live; Recommended Field of Study: Taxes; Advance Preparation: None; Learning Objectives: Upon completion of the program, participants will be able to identify, analyze and resolve practical estate planning, administration and tax reporting issues.
Continuing education credit for insurance professionals will be applied for in the following states:
Colorado, Connecticut, Delaware, Florida, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Nebraska, Nevada, New Hampshire, New Mexico, Ohio, Oregon, Pennsylvania, Tennessee, Utah, Wyoming
Certified Financial Planners (CFP)
Internal Revenue Service (IRS)
The University of Miami School of Law has been approved as an IRS CE Provider. The 51st Annual Heckerling Institute on Estate Planning has been approved for 27.00 credit hours for Enrolled Agents and Tax Return Preparers.
Other Estate Planning Professionals
|Organization||Name||Approved Hours / Credits|
|AEP||Accredited Estate Planner||30.00|
|ASA||American Society of Appraisers||29.00|
|CSPG||Certified Specialist in Planned Giving||28.50|
|CTFA||Certified Trust and Financial Advisor||33.50|
|NAEPC||National Association of Estate Planners & Councils||30.00|
|NALA||National Association of Legal Assistants||27.75 including 5.25 Ethics|
|NELF||National Elder Law Foundation||30.00|
|PACE|| Professional Achievement in Continuing Education
(The American College)
|PFB||Professional Fiduciaries Bureau||28.00|