This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you.
We use this information in order to improve and customize your browsing experience and for analytics and metrics about our visitors both on this website and other media.
To find out more about the cookies we use, see our Privacy Policy.
Dedicated CLE Manager
Online, iOS/Android, CD/DVD/USB
Free Customized CLE Tracker
Accreditation and CLE Rules for New York
The National Academy of Continuing Legal Education is an Accredited NYS CLE Provider.
The NY CLE Board maintains an Accredited Provider directory on their website. You can find us listed on the most recent directory at https://webfiles.nycourts.gov/public/2026-07/06.15.26.ap-list_0.pdf.
Experienced NY are required to take 24 credit hours every 2 years including 4 credit hours of Ethics and 1 credit hour of Diversity, Inclusion and Elimination of Bias and 1 credit of Cybersecurity, Privacy and Data Protection.
NY attorneys can earn all 24 CLE credit hours with us using our DVDs, Audio CDs, USB Stick, Online, and iOS/Android App courses.
*Beginning on July 1, 2023, experienced attorneys are now required to take at least 1 CLE credit in the category of Cybersecurity, Privacy and Data Protection in each compliance period. This new requirement applies to all attorneys due to re-register on or after July 1, 2023 (birthday is on or after July 1st). Please note that this does not change the total amount of credits required in your CLE period, the total requirement remains at 24 credits.
Experienced NY attorneys are required to complete their requirement every 2 years by their birthday with a 30 day automatic grace period. Attorneys admitted to practice in even years are due on even years and attorneys admitted in odd years are due in odd years.
New York attorneys must report that they are CLE compliant on their biennial registration form and must retain proof of compliance for a minimum of four years. National Academy of CLE issues a NY CLE Certificate of Attendance for all CLE activities as proof of compliance and we store the certificate in your CLE Account indefinitely.
Newly admitted attorneys must complete 16 CLE credits each year for the first two years following admission to the Bar. These are "transitional" courses and must include 3 Ethics, 6 Skills, and 7 Law Practice Management (LPM) or Professional Practice (PP) credits. Additionally, 1 credit of Cybersecurity, Privacy and Data Protection must be completed in either of the first two years.
Newly admitted attorneys must complete their CLE in the following formats:
Law Practice Management, Areas of Professional Practice, and Cybersecurity, Privacy and Data Protection-General:
any approved format, including non-participatory formats such as on-demand audio or video and live broadcast.
Ethics and Professionalism and Cybersecurity, Privacy and Data Protection-Ethics:
traditional live classroom, fully interactive videoconference, or simultaneous transmission with synchronous interactivity, such as web conference or teleconference, where questions are permitted during the program.
Skills:
traditional live classroom or fully interactive videoconference only.
Effective January 1, 2026, newly admitted attorneys must complete their Skills credit in a traditional live classroom setting or through a fully interactive videoconference attended in a group setting.
Newly admitted attorneys based in law offices outside of the United States may complete up to 16 credits in any approved format. Any remaining credits must be completed in a format permitted for the applicable credit category.
Newly admitted attorneys with a prorated CLE requirement must complete their credits in a format permitted for the applicable credit category, except that no more than 14 credits may be earned through non-participatory formats, such as on-demand audio or video or live broadcast. For more information about Bridge The Gap CLE formats, click here.
Newly admitted attorneys can complete all 16 required credit hours with us through a combination of our on-demand Professional Practice (PP), Law Practice Management (LPM), and Cybersecurity courses, along with our live Skills and Ethics programs. You can see our options for Bridge the Gap CLE here: Bridge the Gap CLE Options.
CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App!
Professional Practice
1
$50
About This Course
This CLE presentation provides practical strategies to help attorneys protect clients who are vulnerable or disabled and who are receiving a settlement or judgment. It focuses on when to use a pooled special needs trust for clients with disabilities, how to use settlement preservation pooled trusts for clients such as minors who are vulnerable but may not be disabled, and how structured settlements can be integrated into a comprehensive planning strategy.
Presenters will outline how to determine whether a pooled special needs trust or a settlement preservation pooled trust is appropriate for a particular client and how to evaluate available trust options. A first-party pooled special needs trust allows settlement funds to be excluded as countable resources, helping clients maintain eligibility for programs such as Medicaid and Supplemental Security Income (SSI).
The session will also highlight the role of pooled settlement preservation trusts—not only for individuals with disabilities, but also for minors and other vulnerable clients, including individuals who are incarcerated. Pooled settlement preservation trusts provide oversight and structure to help ensure funds are managed responsibly, reducing risk for both clients and counsel.
Attendees will receive a practical overview of key public benefits programs, an explanation of special needs trusts, and a comparison of pooled versus standalone trust options. The presentation will also cover key considerations in determining suitability, including disability status, settlement size, age (including clients age 65 and older), and current or anticipated eligibility for means-tested benefits, along with guidance on evaluating pooled trust administrators.
*This course qualifies as a Transitional course and can be taken by both Experienced and Newly Admitted attorneys in NY.
For information about permissible formats for Newly Admitted attorneys, please click here.
