Continuing Education

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 complete a Proof of Attendance form to request continuing education credit.
The form will be available online and at the Institute.

Click here for information on Ethics and Technology sessions

 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 for past Institutes.

Maximum Available Course Hours
33.5 Hours States that use a 50-minute hour
28.0 Hours States that use a 60-minute hour


 


Please click here for state specific approvals


 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: https://www.nasbaregistry.org/.

Amount of Recommended CPE credit: 33.5 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.


 Insurance Professionals

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 Mexico, Ohio, Oregon, Pennsylvania, Tennessee, Utah, Wyoming

Please click here for state specific approvals


 Certified Financial Planners (CFP)

The 52nd Annual Heckerling Institute on Estate Planning has been approved by the Certified Financial Planner Board of Standards for 29.5 hours of Continuing Education credit.

Please click here for approved sessions
 


 Internal Revenue Service (IRS)

The University of Miami School of Law has been approved as an IRS CE Provider. The 52nd Annual Heckerling Institute on Estate Planning has been approved for 22 credit hours of continuing education credit for Enrolled Agents and Tax Return Preparers.

Please click here for approved sessions


 


 Other Estate Planning Professionals

Organization Name Approved Hours / Credits
ASA  American Society of Appraisers 28.00
CSPG  Certified Specialist in Planned Giving 28.00
CTFA  Certified Trust and Financial Advisor 31.75
NALA  National Association of Legal Assistants 27.75 including 5.25 Ethics
NELF  National Elder Law Foundation 29.50
PACE Professional Achievement in Continuing Education (The American College) 29.50
PFB Professional Fiduciaries Bureau 28.00

All registrants must submit a Proof of Attendance form by February 2, 2018 to request continuing education credit.
The form will be available online and at the Institute
.