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

Basic Estate Planning

SKU: EPP4400N Back to Course Listings

This course is only available in CD, DVD, or USB Stick format.

As always, we can overnight your order within the same day.

Most of our courses are also available for online streaming. Browse for more courses.

About This Course

Understand the basics of estate planning, as well as the tax ramifications of the plan to both the decedent’s estate and the beneficiaries.

Topics include:

The Benefits of an Estate Plan
Key Tax Rules
Understanding the Different Documents That Need to Be Drafted
Ethical Considerations
… and MORE!

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

Lecturer Bio

Glenn J. Christofides, Esq.

Glenn J. Christofides engages in a practice focused on the needs of individual clients and business entities. He counsels clients regarding Taxation, Trusts and Estates, and Corporate and Business matters.

Mr. Christofides advises owners of closely-held entities on the income tax consequences of transactions such as stock redemptions, sales, acquisitions, reorganizations and sales to grantor trusts. He drafts shareholders agreements and operating agreements for ventures involving unrelated individuals, as well as for family business enterprises which require provisions to facilitate estate planning and obtain creditor protection. He assists clients in controversies with tax authorities through the submission of protests and appeals of tax assessments. Mr. Christofides has counseled clients at all stages of the business life cycle. He prepares plans for business transactions and the attendant agreements and filings. He routinely is called upon to prepare opinion letters regarding transactions, and when necessary, obtains formal guidance from regulatory authorities through private ruling requests.

Mr. Christofides engages in a comprehensive Trusts and Estates practice. He advises clients on a range of topics, including lifetime gifting, testamentary planning and transactions designed to facilitate tax efficient inter-generational wealth transfer. He prepares the necessary documents to achieve clients’ goals, including wills, revocable trusts, and irrevocable trusts, designed to address estate, gift and generation-skipping transfer tax objectives. He also prepares advanced directives for health care and powers of attorney. He regularly prepares estate and gift tax returns.

Mr. Christofides advises fiduciaries and beneficiaries of estates and trusts regarding administration and litigation issues. He has provided valuable assistance in a number of matters in New Jersey and New York Probate Courts. Mr. Christofides is familiar with issues relevant to estate disputes, including undue influence claims, contracts to enter into testamentary dispositions and objections to fiduciary conduct.

Mr. Christofides earned his advanced legal degree, the LL.M (in Taxation), from the New York University School of Law. He is a graduate of Rutgers University School of Law, Newark, where he was a Dean’s Merit Scholar, a recipient of the Aaron Lasser and Honorable Lawrence L. Lasser Scholarship and a member of the Rutgers Federal Taxation Clinic. As a member of the Rutgers Federal Taxation Clinic, he represented clients in disputes with the Internal Revenue Service. Prior to law school, Mr. Christofides attended Rutgers College, Rutgers University, where he completed his undergraduate studies in three years and graduated first in the class of 2004. During his time at Rutgers College, he was named a Henry Rutgers Scholar and an Edward McNall Burns Scholar. Appointments included undergraduate associate of the Eagleton Institute of Politics and an undergraduate teaching assistant of Political Science.

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Accreditation and CLE Rules for New York

Basic Estate Planning

About This Course

Topics include:

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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