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California attorneys must complete a minimum of 25 credit hours of approved continuing legal education activities every 3 years including at least 4 hours of Ethics, 1 hour of Civility, 1 hour of Technology, 2 hours of Competence and 2 hours of Elimination of Bias. Additionally, at least one of the hours in Elimination of Bias must be an approved Implicit Bias program.
At least 12.5 of the credit hours must be in a "Participatory" format. The remaining hours can be in a self-study format.
**The State Bar of California is implementing changes to the MCLE course requirements effective October 1, 2023. Beginning with the compliance period ending March 29, 2025, licensees will be required to also complete and report compliance on the following new subfields:
Technology in the Practice of Law (one credit)
Civility in the Legal Profession (one credit)
Competence (Increased from one credit to two)
California attorneys may earn all 25 hours with the National Academy of Continuing Legal Education. Our Online and iOS/Android App platforms are automatically deemed participatory and our Audio CDs, DVDs, USB Stick, and MP3/MP4 downloaded courses may also be taken in participatory form as well.
California MCLE rules do not allow carryover. Credit for participating in a CLE activity may not be earned forward from one compliance period to another.
Members are required to comply online under “My State Bar Profile” www.calbar.ca.gov by attesting under penalty of perjury that the member has complied with the education requirement or is exempt and the nature of the exemption. Attorneys who are unable to comply online must contact the State Bar’s Member Services Center 888-800-3400.
State Bar of California
180 Howard Street
San Francisco, CA 94105-1639
(t) 415-538-2100
(f) 415-538-2180 mcle.calbar.ca.gov
MCLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App!
General Credits
1
For Access To This Course
LIVE WEBINAR
April 25
This course aired live on Friday, April 25, 2025
for access to this course.
About This Course
This engaging CLE course provides a comprehensive introduction to the strategic use of trusts in estate planning, with a focus on addressing special needs and optimizing tax considerations. Designed for attorneys, this program breaks down the critical issues that must be navigated to maximize the advantages of trust planning for clients. Each segment of the course will explore key components of trust documents, offering in-depth guidance on essential elements such as trust powers, trustee succession, and trust termination, ensuring participants gain practical insights to enhance their practice.
Learning Objectives:
Understand the role of trusts in estate planning, special needs, and tax optimization.
Identify and address critical issues to enhance the effectiveness of trust planning.
Gain expertise in drafting and managing key trust document provisions, including trust powers, trustee succession, and termination clauses.
Learn strategies to tailor trusts to meet diverse client needs while ensuring compliance and efficiency.
General Credits
1
For Access To This Course
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Online, Audio CD, DVD, iOS/Android App, USB Stick
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