Tag Archives: California MCLE

CA CLE: Complete & Report 25 Hours by February 1

Lawyers love CLE…. or at least they love our CLE because our courses and presenters are so good. And if you are California attorney with a last name H-M, we can help you love your 25 hour MCLE requirement. The reporting deadline is February 1, 2018…. so you better get on it!!

California MCLE Compliance & Reporting Deadlines

  • Last Names H-M
  • Complete 25 hours by January 31
  • Report Compliance by February 1

Of the 25 required CA MCLE hours, you must complete 4 hours of Legal Ethics, 1 hour on Competence Issues and 1 hour of Elimination of Bias. And don’t forget the 12.5 hours of participatory California CLE credit. For more information about the mandatory California MCLE requirement please click here: CA CLE.

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CA CLE: Top California MCLE Myths

We always get SWAMPED this time of year. The phone rings off the hook with procrastinating California attorneys looking to get those 25 required MCLE hours. I am always AMAZED at how many California attorneys don’t have the slightest idea about the CA MCLE requirements.

Top California MCLE Myths

  • Participatory credit must be take through live courses.
  • All ethics, bias and competence issues must be done as participatory credit.
  • I will be disbarred if I complete my MCLE after February 1

Above, I have listed the top California MCLE myths.  California attorneys with last names H-M just complete 25 CA MCLE hours by January 31 and report compliance by February 1. You must report MCLE compliance through My State Bar Profile on the Cal Bar website. For more information about CLE in California please click here: CA CLE.

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CA CLE: Don’t Forget the Legal Ethics, Bias and Competence Issues by the California MCLE Deadline

Under the CA MCLE Rules, California attorneys are required to complete 25 hours CA MCLE every 3 years. Of those 25 required CA CLE hours, attorneys must complete at least 12.5 hours for participatory credit. OR put another way you CANNOT complete more than 12.5 hours of self-study credit.[1]

CA MCLE Requirement – Specialty Credits

  • 4 Legal Ethics
  • 1 Competence Issues
  • 1 Elimination of Bias

California attorneys must also complete certain 6 hours of certain specialty credits.  Each three year compliance period California attorneys must complete 4 hours of Legal Ethics, 1 hour of Competence Issues, 1 hour of Elimination of Bias. Please note that California attorneys in Group 2 (Last Names H-M) must report MCLE compliance by February 1.[2]  For more information about California please click here: CA CLE.

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California CLE: CA MCLE Compliance Checklist

California attorneys that are in Group 2 (Last names H-M) for MCLE compliance purposes must complete 25 credit hours by January 31 and report CA MCLE compliance by the February 1 CA CLE reporting deadline. California attorneys beware: the State Bar of California has been conducting thousands of MCLE audits each year. From not completing 12.5 hours for participatory CLE credit — to forgetting to complete 4 hours of ethics — here are some of the top mistakes people make when completing their California MCLE requirement.

CA CLE Checklist

  • 25 Total hours
  • 12.5 participatory hours
  • 4 Ethics
  • 1 Bias
  • 1 Competence Issues
  • 1/31 Compliance Deadline
  • 2/1 Reporting Deadline

Please make sure to properly complete your CA CLE requirement if you are a Group 2 attorney. You will feel much better in July if you get that MCLE audit letter in your mailbox!! For more information about California CLE please click here: CA CLE.

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CA CLE: Don’t Forget the 12.5 Hours of Participatory!!

Starting around November we get quite a few calls from California attorneys as the CA MCLE compliance deadline approaches. We get quite a few calls from California attorneys that don’t know about the participatory and/or self-study CLE requirements when it comes to CA MCLE compliance. California attorneys must make sure to complete at least 12.5 credit hours of participatory credit each three-year compliance period.[1]

CA MCLE – Participatory Credit

  • 12.5 Hours

And yes, you can take online and downloadable CLE course for participatory CLE credit.  If a CLE provider verifies your “participation” — or attendance — in the course, then a CA CLE activity is considered participatory.  Attorney Credits offers online and downloadable CA CLE courses that can be completed for self-study or participatory credit.[2] For more information about California CLE, please click the following link: CA CLE.

[1] California attorneys CANNOT complete more than 12.5 credit hours of self-study credit.

[2] You select the type of credit you want before you begin your CA CLE course.

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Can all of Attorney Credits CA CLE courses be taken for participatory credit?

The short answer – yes!  California attorneys can take all 12.5 required participatory hours online, including all ethics, bias and competence issues. For online (and downloadable) CLE courses, participatory means that we monitor your participation – which we do.[1]

The next group up for MCLE compliance in California is Compliance Group 2. Attorneys with last names H-M must complete the California MCLE requirement and report compliance by February 1, 2018.  For more information please click here: CA MCLE.

[1] For online streaming video courses you must click on randomly inserted pop ups during the video to confirm that you are viewing the course. For downloadable audio & video and CD courses we have embedded numeric codes in the courses. You must write these numbers down and then after you complete the course you must enter the codes on the website to obtain your course certificate. Please note that the date you enter the codes and get the certificate is the date that will be printed on the certificate.

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CA CLE: Last Name H-M MCLE Deadline is February 1

 

For California attorneys that have last names that start with H-M the end is drawing near – the end of the MCLE compliance period!!!  That means it’s time to get your CA MCLE requirement done! The compliance deadline for California attorneys with last names H-M is February 1, 2018.[1]California attorneys must complete 25 total CA CLE credit hours each three-year compliance period. Of the 25 required credit hours, you must complete 4 hours of Legal Ethics, 1 hour of Competence Issues and 1 hour of Elimination of Bias. And you must complete at least 12.5 hours of participatory California CLE credit. For more information about the mandatory CA CLE requirement please click here: CA CLE.

[1] Attorneys with last names H-M are considered Group 2 attorneys.

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CLE on Selecting a Professional Fiduciary as a Successor Trustee

When it comes to nominating a successor trustee there are usually four main groups that people regularly turn to – family members, friends, corporate trustees – and more recently, professional fiduciaries. But what exactly does a professional fiduciary do?

Licensed Professional Fiduciary

A professional fiduciary serves the client’s best interest by acting as a trustee, agent under a durable power of attorney for health care, or agent under a durable power of attorney for finances.

In this CLE course, Marguerite Lorenze and Adam Sherry provide their insight and guidance on selecting a professional fiduciary as a successor trustee. The main points of discussion include: working with professional fiduciaries, doing your due diligence, interacting with the client and corporate trustees vs. private fiduciaries. To access the course please click here: Selecting a Professional Fiduciary as a Successor Trustee.

Additionally, Marguerite and Adam also cover:

  • Resources for attorneys
  • The power of attorney
  • Agent for health care
  • Meeting & communicating with the client
  • Advising clients
  • Trust provisions
  • Improving the client’s life
  • Focusing on the quality of life
  • Key provisions
  • The role of the corporate trustee
  • Putting the client’s interest first

Marguerite is a professional Trustee and Executor and frequent speaker on a variety of Estate Planning topics. Adam L. Sherry specializes in estate planning and probate and trust administration.

This CLE course is offered in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • Missouri (MO)
  • New Hampshire (NH)
  • New Jersey (NJ)
  • New York (NY)
  • North Dakota (ND)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers CLE for attorneys in California and around the country. For more information about CLE in California please click the following link: CA CLE.

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CA CLE: California MCLE Deadline is February 1

Don’t worry, there’s is still plenty of time to get your California MCLE done! If you’re an attorney whose last name states with H-M, you still have a few months left to get your required California MCLE done! The deadline is not until February 1, 2018.

25 California MCLEs

If you are a Group 2 (H-M) California attorney you must complete the 25 required MCLE hours by February 1.

Of the 25 required CA MCLE hours, you must complete 4 hours of Legal Ethics, 1 hour of Competence Issues and 1 hour of Elimination of Bias. And you must complete at least 12.5 credit hours of participatory CA CLE credit. For more information about the mandatory CA CLE requirement please click here: CA CLE.

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CLE on Using Energy Tax Credits to Benefit Your Clients

A client walks into your office. Due to some bad investments, she has been forced to file bankruptcy. Making her situation even worse, she still owes $100,000 to the IRS… and according to the bankruptcy code she must pay in cash and reorganization is not an option.

Energy Tax Credits 

There is a great deal of opportunity for your clients with tax credits that are available for certain types of energy investments.

In this CLE course, attorney Kent Salveson will discuss how to obtain tax credits and deductions that can have a huge benefit for your clients. Kent Salveson has financed over $1 billion in tax equity and other investments over his 35 year career. To access the course please click here: Using Energy Tax Credits to Benefit Your Clients.

Kent will specifically talk about:

  • IRS Code § 48 (Investment Tax Credit)
  • The basics of tax credits
  • The businesses that can utilize tax credits
  • How the tax credit works for taxpayers
  • The “active in management and operation” requirement
  • Material participation
  • Depreciation
  • Passive income
  • The source of tax credits
  • Carrying back the tax credit for up to 5 years
  • How to report the tax credit

Kenty Salveson is regarded by his peers in the legal and accounting community as one of the most well versed deal-makers in the field of tax equity financing in the U.S. Kent holds three professional licenses. An attorney and licensed Real Estate Broker, Kent holds 4 different contactors license designations: general contractor, heating and air conditioning contractor, grading contractor and solar contractor.

This CLE course is offered in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • Missouri (MO)
  • New Hampshire (NH)
  • New Jersey (NJ)
  • New York (NY)
  • North Dakota (ND)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers CLE for attorneys in California and around the country. For more information about CLE in California please click the following link: CA CLE.

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