Continuing Education
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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 have been routinely granted. Continuing education will also be available for other estate planning professionals, including accountants, financial planners, IRS enrolled agents, banking and insurance professionals. 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.

 

Click here for information on Ethics sessions

 


 

Continuing Legal Education for Attorneys (CLE)

 

Continuing legal education credit will be applied for in every state that has mandatory continuing legal education requirements and have been routinely granted.

 

Total Course Hours
33.5 Hours   50-minute hours
28.0 Hours   60-minute hours

 

Please be aware that every state has its own rules and regulations regarding accreditation. All credits, including ethics credits, will be awarded based on sessions actually attended and reported on the Proof of Attendance form.

 

Please click here for state specific approvals

 


 

Continuing Professional Education for Accountants (CPE)

 

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: learningmarket.org.

 

Amount of Recommended CPE credit: 33.5 hours

 

Click here for the specific NASBA subject areas and a breakdown of sessions.

 


 

Continuing Education for Insurance Professionals (CE)

 

Continuing education credit will be applied for in the following states:

 

California, Colorado, Connecticut, Delaware, Florida, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Nebraska, Nevada, New Hampshire, New Mexico, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Wyoming

 

Click here for state specific approvals

 


 

Certified Financial Planners (CFP)

 

The 48th Annual Heckerling Institute on Estate Planning has been approved by the Certified Financial Planner Board of Standards for 30 hours.

 

 


 

Internal Revenue Service (IRS)

 

The University of Miami School of Law has been approved as an IRS CE Provider. The 48th Annual Heckerling Institute on Estate Planning has been approved for 23 credit hours for Enrolled Agents and Tax Return Preparers.

 

 


 

Continuing Education for other Estate Planning Professionals (CE)

 

The 48th Annual Heckerling Institute on Estate Planning will also be submitted to the following organizations for approval:

 

Organization

      

Approved Hours

ASA

      

American Society of Appraisers

      

28.00

ICB

      

Institute of Certified Bankers

      

32.75

NAEPC

      

National Association of Estate Planners & Councils

      

29.00

NALA

      

National Association of Legal Assistants

      

28.00 including 5.25 of legal ethics

PACE

      

Professional Achievement in Continuing Education (The American College)

      

29.00

 


 

All registrants must complete a Proof of Attendance form to request Continuing Education credit. Forms will be available at the Institute.


Heckerling Institute on Estate Planning
University of Miami School of Law, 1311 Miller Drive, Room C-423, Coral Gables, FL 33146
Telephone: 305-284-4762   |   Fax: 305-284-6752   |   Email: heckerling@law.miami.edu