Accreditation and CLE Rules for New York

The National Academy of Continuing Legal Education is an Accredited NYS CLE Provider. The NY CLE Board maintains an Accredited Provider directory on their website. You can find us listed on the most recent directory at http://www.nycourts.gov/attorneys/cle/aplist.pdf.

Experienced NY are required to take 24 credit hours every 2 years including 4 credit hours of Ethics and 1 credit hour of Diversity, Inclusion and Elimination of Bias and 1 credit of Cybersecurity, Privacy and Data Protection.

NY attorneys can earn all 24 CLE credit hours with us using our DVDs, Audio CDs, USB Stick, Online, and iOS/Android App courses.

*Beginning on July 1, 2023, experienced attorneys are now required to take at least 1 CLE credit in the category of Cybersecurity, Privacy and Data Protection in each compliance period. This new requirement applies to all attorneys due to re-register on or after July 1, 2023 (birthday is on or after July 1st). Please note that this does not change the total amount of credits required in your CLE period, the total requirement remains at 24 credits.

Experienced NY attorneys are required to complete their requirement every 2 years by their birthday with a 30 day automatic grace period. Attorneys admitted to practice in even years are due on even years and attorneys admitted in odd years are due in odd years.

New York attorneys must report that they are CLE compliant on their biennial registration form and must retain proof of compliance for a minimum of four years. National Academy of CLE issues a NY CLE Certificate of Attendance for all CLE activities as proof of compliance and we store the certificate in your CLE Account indefinitely.

Newly admitted attorneys are required to take "transitional” courses (designed to help them develop a foundation in the essential skills to practice law) 16 credits each year for the first two years following their admission to the Bar. The 16 credits must consist of 3 Ethics credits, 6 Skills credits, and 7 Law Practice Management (LPM) or Professional Practice (PP) credits. Newly admitted attorneys must complete their CLE requirement in a format permissible for the category of credit. For more information please click here.

Newly admitted attorneys must complete each of their two 16 credit requirements by the first and second anniversaries of admission respectively.

*COVID-19 Update: In response to concerns related to the spread of the COVID-19 Coronavirus the NYS CLE Board has temporarily suspended the live in-person requirement for Newly Admitted attorneys. You now have until 6/30/2025 to earn both your Skills and Ethics credits through our livestream webinars. You can see the official notice about the temporary live requirement exception here.

Newly admitted attorneys can satisfy all 16 credit hours with us using our on-demand PP & LPM courses and our Live Webinar Skills and Ethics courses. You can see our Bridge The Gap options here: NY BTG CLE.

Effective July 1, 2023, Newly admitted attorneys must complete at least 1 CLE credit hour in the Cybersecurity, Privacy and Data Protection CLE category of credit as part of their newly admitted cycle requirement (1 credit of Cyber in any of your first 2 years). The new requirement is for attorneys admitted to the NY Bar on or after July 1, 2023.

New York State CLE Board
25 Beaver Street, 11th Floor
New York, NY 10004
(t) 212-428-2105
(f) 212-428-2188
http://www.nycourts.gov/attorneys/cle/index.shtml

Asset Protection Strategy: Advantages and Pitfalls of Using Trusts, LLC's and other Techniques

SKU: EPP068 Back to Course Listings

About This Course

This CLE program will provide an overview of asset protection techniques. We will examine how various traditional estate planning techniques provide protection from creditors including the protection afforded by assets titled as tenants by the entirety; the protections provided using life insurance and annuities; retirement assets; and homestead provisions.

There are 20 states which now recognize asset protections trusts. We will examine how these trusts are structured and analyze the case law involving asset protection trusts. We will also discuss how asset protection trusts are used to protect gifts and inheritances from the claims of the beneficiaries’ creditors.

*This course qualifies as a Transitional course and can be taken by both Experienced and Newly Admitted attorneys in NY.

Lecturer Bio

Kenneth Cohen, Esq.

Kenneth R. Cohen is a Principal at Bressler, Amery & Ross in the Estate Planning and Administration, Private Client, and Tax practice groups.

Ken’s experience in Federal and State taxation enable him to provide an extra level of service to his clients which includes asset protection, tax controversy, business law, and estate planning and administration.

Clients appreciate Ken’s practical experience and sound business and tax advice. He is a dealmaker who finds practical ways to structure transactions, ranging from like-kind exchanges, business purchases and sales, licensing agreements, and employment compensation arrangements. Clients know that their legal matters will be handled with a high level of care and expertise, with a view to minimize potential tax liability.

Ken is familiar with sophisticated estate planning techniques including various forms of trusts, limited liability companies, residency issues and gifting techniques which can significantly reduce estate taxes. However, he understands that estate planning also involves personal and inter-family issues. He listens to his clients’ unique objectives and concerns.

Ken has developed a reputation for successfully helping clients who have tax related problems. He has successfully litigated sales tax, income tax and estate tax matters in federal courts including the United States Tax Court and in the New Jersey Tax Court. He also assists clients in negotiating a reduction in the taxes owed including offers in compromise.

He is recognized for his expertise in providing assets protection on behalf of his clients. Clients seek Ken’s guidance for providing asset protection for all sorts of potential liabilities including business creditors, IRS and New Jersey Division of Tax, marital claims, and Medicaid. He knows the best asset protection techniques to apply based on the client’s specific needs, including asset protection trusts, limited liability companies, and retitling of assets.

Ken has hosted the annual Asset Protection Seminar on behalf of the NJ Institute of Continuing Legal Education since 2013. He also serves as a part-time faculty member in the Rutgers Law School where he teaches Federal Income Taxation. He previously taught federal income taxation as an adjunct professor at Rutgers Business School and in the Fairleigh Dickinson University Graduate School tax program.

Ken has been active in the Tax Section of the New Jersey State Bar Society. He served as Chairman of the Estate Tax Section and as Chairman of the Income Tax Section. He was a member of the Special Task Force on Partnership Taxation to ensure that the New Jersey partnership statute was in compliance with Internal Revenue Regulations.

Ken graduated from Rutgers College with a bachelor's degree in economics. He received his law degree from Rutgers Law School and has a master’s degree in taxation from New York University Law School.

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Accreditation and CLE Rules for New York

Asset Protection Strategy: Advantages and Pitfalls of Using Trusts, LLC's and other Techniques

About This Course

Spend less and get more

Dedicated CLE Manager

Riveting Content & an Exceptional Library

Free Customized CLE Tracker

Online, Audio CD, DVD, iOS/Android App, USB Stick

Want Different Options?

Subscribe for Course Updates and News

Subscribe for Course Updates and News

Please provide us with your licensed state(s) so we can send you content relevant to you.

Select your admitted states

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