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Dedicated CLE Manager
Online, iOS/Android, CD/DVD/USB, Webinars
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Accreditation and CLE Rules for Pennsylvania
National Academy of Continuing Legal Education is a Pennsylvania Accredited CLE Provider (Provider ID 6208).
The Supreme Court of Pennsylvania CLE Board maintains an Accredited Provider listing on their website at https://www.pacle.org/providers/accredited. You can find us listed under “National Academy of Continuing Legal Education.” In addition, you can see our official approval letter here: PA-Accreditation-Approval.pdf.
*CLE Rule Update: The Supreme Court of Pennsylvania is allowing attorneys in all compliance periods through 12/31/2025 to satisfy their entire requirement without attending in-person classes. Attorneys in Pennsylvania may now complete 6 hours of their CLE requirements through live webinars and 6 hours through approved distance learning activities. Therefore PA attorneys can now satisfy their entire requirement with our DVDs, Audio CDs, USB Stick, Online, iOS/Android App, and Live Webinar courses! PA Continuing Legal Education Board Notice
Pennsylvania attorneys are assigned one of three compliance groups:
Group 1 must complete the annual CLE requirement by April 30th of each year
Group 2 must complete the annual CLE requirement by August 31st of each year
Group 3 must complete the annual CLE requirement by December 31st of each year
We promptly report your CLE attendance to the PA CLE board and pay the associated fees.
Pennsylvania allows attorneys to carry over up to 24 excess credits earned from one compliance period into the next two future compliance periods. Only credits earned through live courses or live interactive webinars may be carried forward, distance learning credits may not be carried forward.
Pennsylvania Continuing Legal Education Board Pennsylvania Judicial Center
601 Commonwealth Ave., Suite 3400
PO Box 62495
Harrisburg, PA 17106-2495
Toll Free: (800) 497-2253
Local: (717) 231-3250
Fax: (717) 231-3251 www.pacle.org/about/PACLE_board.asp
CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App and Live Webinars!
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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