Continuing Education

Continuing legal education credit is routinely applied for in the following states: NC, SC, GA, VA, and TN. Continuing education will also be available for other estate planning professionals, including financial planning, banking and insurance professionals. Please continue to check back for accreditation approvals.

Accreditation Approvals:

NC CLE :

Any North Carolina attorney attending will receive 13.00 hour(s) of CLE credit, of which 0.00 hour(s) * will be available to satisfy the substance abuse/mental health awareness requirement, 1.00 hour(s) will be available to satisfy the professional responsibility/ethics requirement, and 12.00 hour(s) will be available to satisfy the general requirement.

SC CLE :

Any South Carolina attorney attending will receive 13.00 hour(s) of CLE credit, of which 1.00 hour(s) will be available to satisfy the professional responsibility/ethics requirement, and 12.00 hour(s) will be available to satisfy the general requirement.

VA CLE :

Any Virginia attorney attending will receive 12.00 hour(s) of CLE credit, of which 1.00 hour(s) will be available to satisfy the ethics requirement, and 11.00 hour(s) will be available to satisfy the general requirement.

TN CLE :

Any Tennessee attorney attending will receive 13.00 hour(s) of CLE credit, of which 1.00 hour(s) may be counted as EP or general CLE, and 12.00 hour(s) will be available to satisfy the general requirement.

GA CLE :

Any Georgia attorney attending will receive 13.00 hour(s) of CLE credit, of which 1.00 hour(s) may be counted as Ethics, and 12.00 hour(s) will be available to satisfy the general requirement.

CTFA (Bankers and Trust Officers) :

American Bankers Association (ABA) Professional Certifications has approved for 15.00 hour(s) of continuing education credits

Certified Financial Planner Board :

The following CE programs have been accepted by CFP Board for a total of 12.00 hour(s):

  1. I Want a “Do-Over”: 9100 Relief for Missed Tax Elections
  2. Estate Planning Recent Developments: The Good, the Bad, and the Ugly
  3. Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases
  4. Do Trusts Really Create Trust Fund Babies?
  5. Drafting Powers of Attorney under the New Uniform Act
  6. Charitable Potpourri
  7. Estate Planning Recent Developments: Planning Ideas to Die For (Preferably Before 2026)
  8. Post-Mortem Administration Issues and How to Prevent Them
  9. Ethical Considerations in Working with Closely Held Businesses
  10. Know Thy IRA Custodian—So You Can Better Serve Your Clients
  11. Planning for Beneficiaries with Special Needs
  12. The Ace of Basis: I Saw the Sign . . . and it Is Changing the Face of Estate Planning

NC Insurance :

The North Carolina Insurance Continuing Education Board has approved for 7.00 hour(s) of continuing education credits

VA Insurance :

The Virginia Insurance Continuing Education Board has approved for 13.00 hour(s) of continuing education credits, of which 1.00 hour(s) may be counted as Ethics, and 3.00 hour(s) may be counted as Laws and Regulations, and 9.00 hour(s) will be available to satisfy Other General Insurance.

 

 


*Duke University is not a registered Continuing Professional Education (CPE) sponsor with the NC State Board of CPA Examiners. CPAs may claim credit for courses offered by sponsors not registered with the Board. However, each CPA must exercise judgment in claiming credit for only those courses that contribute to the CPAs professional competence and meet the standards found in 21 NCAC 08G .0400.