Continuing Education

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: www.nasbaregistry.org.

Amount of Recommended CPE credit: 28.00 hours

Program Level:  Advanced

Program Prerequisites:  Comprehensive knowledge of estate planning principles

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.

Delivery Method:

Group-Live: In order to be awarded continuing education credit, attendees must be present and comply with the NASBA attendance monitoring requirement by signing-in and signing-out of each session attended on the attendance sheets located in each classroom. 

Group Internet Based: In order to be awarded continuing education credit, attendees must comply with the NASBA attendance monitoring requirement by responding to three polling questions per CPE credit or 84 questions for the entire conference. 

Recommended Field of Study:
Behavioral Ethics – 1.5
Information Technology – 1.5
Regulatory Ethics – 7.0
Specialized Knowledge – 9.5
Taxes – 18.0  

Please click here for the Breakdown of Sessions and Fields of Study

Continuing education credit will be available for estate planning professionals, including financial planners, IRS enrolled agents, banking professionals, elder law specialists, wealth management professionals, and nonprofit advisors.

Continuing education credit will be granted only for sessions attended live in-person or virtually in real-time. For registrants attending the virtual Institute, attendees will be required to confirm their real-time participation in the sessions by responding to polling questions.

Please check back for CFP approved sessions.

The following sessions may be approved for ethics or technology credit.  Ethics credit for these sessions may not be available in all instances. Please refer to the ethics accreditation information for your specific jurisdiction and profession.

Tuesday, January 13, 2026 (11:35 a.m. – 12:25 p.m.)
SLATs - Third Wheel (or Third Rail!) of Planning for Married and Divorcing Couples: Ethical, Practical, and Tax Considerations
Stephanie Loomis-Price ♦ James I. Dougherty
Spousal lifetime access trusts (SLATs) are a widely used estate planning technique. However, their prevalence can lead to a false sense of complacency, as SLATs create potential ethical issues, liability for planners, undesirable or unexpected tax consequences, and one more item to fight over when divorce occurs. This program will explore SLATs from the perspectives of an estate planner and tax and fiduciary litigator.

Tuesday, January 13, 2026 (3:10 – 4:40 p.m.)
Making 1 + 1 > 2 – Keys to Effective and Ethics-Savvy Cross-Disciplinary Collaboration
Lauren J. Wolven ♦ Paige Goepfert ♦ Benetta Y. Park
Advisors across disciplines can best serve clients when they work effectively together, particularly in assisting families to transition wealth across generations.  This session will address ethical issues in information sharing and fiduciary duty compliance, as well as tax planning and dealing with special assets.

Wednesday, January 14, 2026 (9:30 – 10:20 a.m.)
The Two of You Came to Me for Estate Planning – But Let’s Talk About What Happens When You Get Divorced!
Bruce M. Stone
Sound and routine estate planning advice can lead to surprising and harmful consequences to one or both of our married clients if they divorce.  Given divorce rates shouldn’t we routinely incorporate family law concepts into our advice to married clients?  But would that lead to impermissible ethical conflicts for us?

Wednesday, January 14, 2026 Special Session I-C (2:00 – 3:30 p.m.)
Three (or Thirty!) Steps in Hopes of Avoiding the Third Rail in SLAT Planning
Stephanie Loomis-Price ♦ James I. Dougherty ♦ Anthony J. McCormick
This session will delve into issues raised in the earlier introduction to ethical and other issues arising from SLAT planning, providing attendees with practical guidance and tools on how and when to structure SLATs, all while navigating preparation for potential divorce.

Wednesday, January 14, 2026 Special Session II-B (3:50 – 5:20 p.m.)
Family Law Considerations in Estate Planning for Married Couples: Navigating the Ethical Minefield
Bruce M. Stone ♦ Elizabeth R. Carter ♦ Scott L. Rubin
Panelists experienced in estate planning, family law, and legal ethics will discuss substantive and ethical tensions between estate and marital planning.  Estate planning recommendations can have adverse consequences for one party upon divorce.  Should planners raise potential divorce issues with clients?  Do we create ethical conflicts if we do?

Thursday, January 15, 2026 Special Session III-A (2:00 – 3:30 p.m.)
From the Front Lines of Undue Influence and Elder Abuse: Essential Ethical and Practical Advice
Steven K. Mignogna ♦ Charles P. Golbert ♦  Reid Kress Weisbord
The panel will discuss recognizing and combatting undue influence and elder abuse.  The panelists bring distinct perspectives: an attorney in private practice; a professor who has conducted empirical research; and the Public Guardian in Cook County, Illinois, which has one of the largest financial recovery programs in the country.  This program is vital for all professionals who deal with the risks and ethical challenges of undue influence and abuse.

Thursday, January 15, 2026 Special Session III-B (2:00 – 3:30 p.m.)
May the AI Be with You: Cybersecurity and Ethics for Estate Planners
Jeff Chadwick ♦ Tracy Potts ♦ Elizabeth B. Vandesteeg
The Force is strong with this one... but so are the risks! Explore the intersection of AI, data security, and ethical duties in your estate planning practice. No need for lightsabers, just solid advice and live demos.