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 trust officers, accountants, charitable giving professionals, elder law specialists, wealth management professionals, and nonprofit advisors.
Please be aware that every state has its own rules and regulations regarding accreditation. 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.
Continuing education credit will be awarded only for sessions attended live in-person or virtually in real-time. Registrants attending the virtual Institute will be required to confirm their real-time participation in the sessions by responding to polling questions.
Maximum Available Course Hours
28.00 Hours - States that use a 50-minute hour
23.25 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: www.nasbaregistry.org.
Amount of Recommended CPE credit: 28.00 hours
Program Level: Advanced
Program Prerequisites: General familiarity with estate planning principles
Delivery Method: Group-Live; Group-Internet Based
Recommended Field of Study:
- Behavioral Ethics – 1.5
- Information Technology - Technical – 1.5
- Regulatory Ethics – 1.5
- Specialized Knowledge - Technical – 6.0
- Taxes – 25.0
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.
Please click here for a 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 click here for CFP approved sessions.
Continuing education credit will be available for estate planning professionals, including IRS enrolled agents, financial planners, 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.
The University of Miami School of Law has been approved as an IRS CE Provider.
Please click here for IRS approved sessions.
Continuing education credit will be available for estate planning professionals including trust officers, banking professionals, charitable giving 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.
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.
The 58th Annual Heckerling Institute on Estate Planning will be submitted to the following organizations for continuing education credit:
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Organizations
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Credits
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National Association of Estate Planners & Councils
Accredited Estate Planner (AEP)
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28.00
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American Society of Appraisers (ASA)
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23.25
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Certified Divorce Financial Analyst (CDFA)
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20.00
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Certified Specialist in Planned Giving (CSPG)
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23.50 |
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American Bankers Association
Certified IRA Services Professional (CISP)
Certified Retirement Services Professional (CRSP)
Certified Trust and Financial Advisor (CTFA)
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7.75
7.75
28.00
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Investments and Wealth Institute
Certified Investment Management Analyst (CIMA)
Certified Private Wealth Advisor (CPWA)
Retirement Management Advisor (RMA)
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28.00
5.00 Ethics
4.5 T & R
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National Association of Legal Assistants (NALA)
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23.25
4.5 Ethics
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National Elder Law Foundation (NELF)
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23.25 |
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The American College of Financial Services
Chartered Advisor in Philanthropy (CAP®)
Chartered Advisor in Senior Living (CASL®)
Chartered Financial Consultant (ChFC®)
Chartered Special Needs Consultant (ChSNC®)
Certified Life Underwriter (CLU®)
Financial Services Certified Professional (FSCP®)
Retirement Income Certified Professional (RICP®)
Wealth Management Certified Professional (WMCP®)
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23.25
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Professional Fiduciary (PF)
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23.25
4.5 Ethics
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The following sessions may be approved for ethics, technology, diversity and elimination of bias 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.
Wednesday, January 10, 2024 Special Session I-B (2:00 – 3:30p.m.)
The Estate Planner’s Guide to the Galaxy: Navigating the Brave New World of Cybersecurity, Privacy, and Ethics
Jeff Chadwick, R. Kris Coleman, Elizabeth Vandesteeg
Clients expect their estate planning advisors to be responsive and their communications to be private. While technology can certainly help with responsiveness, it can also increase the risk of a data breach. This panel will explore emerging issues, best practices, and ethical duties for cybersecurity, data protection, and artificial intelligence.
Wednesday, January 10, 2024 Special Session II-B (3:50 – 5:20p.m.)
It’s Time to Get Our [CT]Act Together: Trustees, Family Offices, Private Trust Companies and the Corporate Transparency Act
Nancy G. Henderson, Jocelyn Margolin Borowsky, Benetta Y. Park
The beneficial ownership reporting requirements of the Corporate Transparency Act (CTA) become effective on January 1, 2024. The CTA requires the disclosure to FinCEN of the names, physical addresses and other personal information for individuals who control or own more than 25% of many legal entities. This panel presentation will provide an overview of the CTA and, in particular, how the CTA will apply to family offices and trustees, including institutional trustees and private trust companies, with important tips on how to ease the burden of CTA compliance including ethical considerations.
Thursday, January 11, 2024 Special Session IV-C (3:50 – 5:20p.m.)
Ethical and Practical Challenges in Dealing with Diverse Clients
Steven K. Mignogna, Paula A. Kohut, Cynthia G. Lamar-Hart, Akane R. Suzuki, Michael P. Vito
This program will offer trust and estate professionals practical pointers on how to be more attuned to and effective with a range of equity and inclusivity issues for diverse clients, including for clients of: diverse sexual orientation, gender and gender identity; culture, religion and ethnicity; and abilities.
