Tag: California MCLE

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…

California MCLE Reporting Deadline is March 1

The California MCLE compliance reporting deadline normally falls on February 1. However, due to a delayed start on the State Bar of California billing and MCLE compliance cycle, the Board of Trustees approved the CA MCLE reporting deadline for March 1. California Group 3 attorneys (last names N-Z) who are reporting compliance for the 2/1/2014-1/31/2017 compliance period must complete and report completing…