Please Note: For registrants attending the virtual Institute, continuing education credit will only be available for sessions attended in real-time. Attendees will be required to confirm their real-time participation in the sessions by responding to polling questions.
All registrants must complete a Proof of Attendance form to request
continuing education credit. The form will be available online.
Click here for information on Ethics credit
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 50-minute hour
23.50 Hours
States that use 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: 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: Please click here for the Breakdown of Sessions and Fields of Study
Behavioral Ethics – 2.0
Business Management & Organization – 2.5
Regulatory Ethics – 1.5
Specialized Knowledge – 1.5
Taxes – 23.5
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.
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 following sessions may be approved for ethics and diversity 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 14, 2025 4:05 – 4:55p.m. Lauren J. Wolven • Tanya D. Marsh • Stacy E. Singer Thursday, January 16, 2025 10:25 – 11:15a.m. Lauren J. Wolven Thursday, January 16, 2025 Special Session IV-B (3:50 – 5:20p.m.) It’s Late but Not Too Late to Get Your [CT]Act Together: Trusts, Family Offices, Private Trust Companies and the Corporate Transparency Act Jocelyn Margolin Borowsky • Elizabeth King • Benetta Y. Park
Planning to Meet One’s Maker: The Intersection of Religious Beliefs and Estate Planning
The major religions of the world generally are divided into 18 main religious traditions. Within each of those traditions are multiple sects that hold different beliefs and engage in differing practices. This session will dive into the ethics topic of cultural competence and its impact on the estate planning process, with a focus on topics of sensitivity, inheritance rules, and burial practices.
There’s a Monster Under My Bed: Story Time with Ethics
Learning from the mistakes of those that have gone before us is helpful but can also be fun. Never underestimate the creative abilities of an attorney stuck between a rock and a hard place. This session will examine recent ethics cases to highlight places where attorneys can be more careful not to get caught in an ethics quagmire.
Although the major CTA filing deadline is January 1, 2025, CTA compliance obligations still remain and questions abound. This session focuses on CTA matters that concern trusts and trustees. The panelists will bring you up to date on the latest guidance on who is a “beneficial owner” through a trust where a trust owns an interest in a reporting company, whether any exemptions are available, whether trustees have a reporting obligation, how the CTA impacts private trust companies, and what conflicts or other ethical issues might arise.