Tag: California MCLE

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…

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…

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…

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…

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…

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…

CA CLE: California MCLE FAQ

How many CA CLE hours of self-study and participatory credit do I need?  How many ethics hours are required?  When do I report compliance?  Do providers report my completed courses? Top CA MCLE Questions What are the California MCLE compliance groups? Group 2 (H-M) – Deadline 2/1/2018 Group 1 (A-G) – Deadline 2/1/2019 Group 3 (N-Z) – Deadline 2/1/2020 What are the…

CA CLE: Does My MCLE Compliance Group Ever Change?

California attorneys in Group 3 (N-Z) should have completed the 25 required CLE hours and reported MCLE compliance by March 1, 2017. The next group up for compliance is Compliance Group 2, those attorneys with last names H-M must complete the California MCLE requirement and report compliance by February 1, 2018. California MCLE – Compliance Groups California attorneys always remain in the…