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California attorneys must complete a minimum of 25 credit hours of approved continuing legal education activities every 3 years including at least 4 hours of Ethics, 1 hour of Substance Abuse Prevention and 2 hours of Elimination of Bias. Additionally, at least one of the hours in Elimination of Bias must be an approved Implicit Bias program.
At least 12.5 of the credit hours must be in a "Participatory" format. The remaining hours can be in a self-study format.
**The State Bar of California is implementing changes to the MCLE course requirements effective October 1, 2023. Beginning with the compliance period ending January 31, 2025, licensees will be required to also complete and report compliance on the following new subfields:
Technology in the Practice of Law (one credit)
Civility in the Legal Profession (one credit)
Competence (Increased from one credit to two)
California attorneys may earn all 25 hours with the National Academy of Continuing Legal Education. Our Online and iOS/Android App platforms are automatically deemed participatory and our Audio CDs, DVDs, USB Stick, and MP3/MP4 downloaded courses may also be taken in participatory form as well.
California MCLE rules do not allow carryover. Credit for participating in a CLE activity may not be earned forward from one compliance period to another.
Members are required to comply online under “My State Bar Profile” www.calbar.ca.gov by attesting under penalty of perjury that the member has complied with the education requirement or is exempt and the nature of the exemption. Attorneys who are unable to comply online must contact the State Bar’s Member Services Center 888-800-3400.
State Bar of California
180 Howard Street
San Francisco, CA 94105-1639
(t) 415-538-2100
(f) 415-538-2180 mcle.calbar.ca.gov
What You Need to Know About Drafting and Funding the ILIT
The great majority of current trustees responsible for your clients’ Irrevocable Life Insurance Trusts are their eldest sons and daughters acting as unskilled/amateur trustees. For the most part they are not aware of various opportunities and strategies available to them, nor are they aware of the responsibility and fiduciary liability they’ve assumed for the maintenance of their trust’s life insurance coverage.
In the near future, trust planning & trustee guidance will become even more in demand as the estate tax exemption will be reduced from $11,500,000 to approximately $5,600,000.
Our expert speakers will discuss the various strategies to enhance trust planning as well as the techniques to be employed to maintain the life Insurance funding of ILITs so as to to create a larger legacy for the beneficiaries.
