Alan L Cates
Husch Blackwell LLP
Alan L Cates's Courses
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["Arizona CLE: 6.75","New Mexico CLE: 6.6","Texas CLE: 6.75"][{"credit-key":"AZ_CLE","credit-title":"Arizona CLE","credit-title-group":"CLE_Arizona CLE","credit-category":"CLE","credit-state":"AZ","credit-type":[{"credit-name":"Professional Responsibility","credit-short-name":"PRORES","credit-value":1.0}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"OnDemand - 6.75","wording":"The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 6.75 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.\r\n\r\n","specialty-wording":""},{"title":"Video Download - 6.75","wording":"The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 6.75 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.\r\n\r\n","specialty-wording":""}],"earn-until":"12-11-2027","earn-until-timestamp":1828483200,"credit-total":6.75,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"NM_CLE","credit-title":"New Mexico CLE","credit-title-group":"CLE_New Mexico CLE","credit-category":"CLE","credit-state":"NM","credit-type":[{"credit-name":"Ethics","credit-short-name":"ET","credit-value":1.0}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"OnDemand - 6.6","wording":"This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 6.60 hours of self-study credit, including 1.0 hour of self-study ethics credit. ","specialty-wording":null},{"title":"Video Download - 6.6","wording":"This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 6.60 hours of self-study credit, including 1.0 hour of self-study ethics credit. ","specialty-wording":null}],"earn-until":"12-11-2027","earn-until-timestamp":1828483200,"credit-total":6.6,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"TX_CLE","credit-title":"Texas CLE","credit-title-group":"CLE_Texas CLE","credit-category":"CLE","credit-state":"TX","credit-type":[{"credit-name":"Estate Planning and Probate","credit-short-name":"EPP","credit-value":6.75},{"credit-name":"Legal Ethics\/Professional Responsibility","credit-short-name":"LEPR","credit-value":1.0}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"OnDemand - 6.75","wording":"This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 6.75 credit hours, of which 1.0 credit hour will apply to legal ethics\/professional responsibility credit.\r\n\r\nHours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.\r\n\r\nThis course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for attorneys and paralegals in the following specialty fields: 6.75 Estate Planning and Probate Law","specialty-wording":""},{"title":"Video Download - 6.75","wording":"This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 6.75 credit hours, of which 1.0 credit hour will apply to legal ethics\/professional responsibility credit.\r\n\r\nHours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.\r\n\r\nThis course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for attorneys and paralegals in the following specialty fields: 6.75 Estate Planning and Probate Law","specialty-wording":""}],"earn-until":"11-30-2026","earn-until-timestamp":1795996800,"credit-total":6.75,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null}]
NM Specific
Trusts, Estates & Probate
Credits Available
Credit Status Total Until Arizona CLE Approved 6.75 Total 12-11-2027 New Mexico CLE Approved 6.6 Total 12-11-2027 Texas CLE Approved 6.75 Total 11-30-2026 OnDemand 6 hours 35 minutes -
["Tennessee CLE: 6.67"][{"credit-key":"TN_CLE","credit-title":"Tennessee CLE","credit-title-group":"CLE_Tennessee CLE","credit-category":"CLE","credit-state":"TN","credit-type":[{"credit-name":"Ethics\/Professionalism","credit-short-name":"ETHPRO","credit-value":1.0}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"OnDemand - 6.67","wording":"This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 6.67 hours of Distance Learning credit, including 1.0 hour of ethics\/professionalism (EP) credit.","specialty-wording":null}],"earn-until":"06-16-2027","earn-until-timestamp":1813104000,"credit-total":6.67,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null}]
TN Specific
Trusts, Estates & Probate
Credits Available
Credit Status Total Until Tennessee CLE Approved 6.67 Total 06-16-2027 OnDemand 6 hours 36 minutes -
["Tennessee CLE: 6.7"][{"credit-key":"TN_CLE","credit-title":"Tennessee CLE","credit-title-group":"CLE_Tennessee CLE","credit-category":"CLE","credit-state":"TN","credit-type":[{"credit-name":"Ethics\/Professionalism","credit-short-name":"ETHPRO","credit-value":1.0}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"OnDemand - 6.7","wording":"This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 6.70 hours of Distance Learning credit, including 1.0 hour of ethics\/professionalism (EP) credit.","specialty-wording":null}],"earn-until":"11-12-2026","earn-until-timestamp":1794441600,"credit-total":6.7,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null}]
TN Specific
Trusts, Estates & Probate
Credits Available
Credit Status Total Until Tennessee CLE Approved 6.7 Total 11-12-2026 OnDemand 6 hours 26 minutes -
["CPE for Accountants/NASBA: 8","Financial Planners: 8","Tennessee CLE: 6.67"][{"credit-key":"N_CF","credit-title":"Financial Planners","credit-title-group":"Other_Financial Planners","credit-category":"Other","credit-state":"N","credit-type":[],"short-desc":"Financial Planners","long-desc":"Financial Planners","brochure-wording":[{"title":"Live - 8","wording":"This program has been accepted by the Certified Financial Planner Board of Standards Center for Financial Planning, Inc. and qualifies for 8.0 hours of CE credit for CFP® Certificants. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. (CFP Board Center) owns and licenses to Certified Financial Planner Board of Standards, Inc. the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, the CFP® (with plaque design) certification mark and the CFP® (with flame design) certification mark in the United States, which CFP Board authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board Center also owns and licenses to CFP Board the CFP BOARD® service mark. Any marks owned by CFP Board Center and licensed to CFP Board are used with permission.","specialty-wording":"Upon completion of this course, attendee will be able to:\r\n\r\n\r\n1. Recall key definitions and abbreviations used in trust practice.\r\n2. Explain the difference between living and testamentary trusts.\r\n3. Recall the current estate\/gift\/GST tax exemption levels.\r\n4. Explain when grantor trusts are used.\r\n5. Provide a definition of a marital trust.\r\n6. Restate when a beneficiary qualifies for a special needs trust.\r\n7. Explain the differences between charitable lead and charitable remainder trusts.\r\n8. List at least two more trusts and explain when they're used.\r\n9. Distinguish between ethical and unethical practices."}],"earn-until":"","earn-until-timestamp":0,"credit-total":8.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"TN_CLE","credit-title":"Tennessee CLE","credit-title-group":"CLE_Tennessee CLE","credit-category":"CLE","credit-state":"TN","credit-type":[{"credit-name":"Ethics\/Professionalism","credit-short-name":"ETHPRO","credit-value":1.0}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"Live - 6.67","wording":"This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 6.67 hours of Distance Learning credit, including 1.0 hour of ethics\/professionalism (EP) credit.","specialty-wording":null}],"earn-until":"","earn-until-timestamp":0,"credit-total":6.67,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"N_NAS","credit-title":"CPE for Accountants\/NASBA","credit-title-group":"Other_CPE for Accountants\/NASBA","credit-category":"Other","credit-state":"N","credit-type":[{"credit-name":"Regulatory Ethics","credit-short-name":"RETH","credit-value":1.0},{"credit-name":"Specialized Knowledge","credit-short-name":"SK","credit-value":6.0},{"credit-name":"Taxes","credit-short-name":"TAX","credit-value":1.0}],"short-desc":"CPE for Accountants\/NASBA","long-desc":"National Association of State Boards of Accountancy","brochure-wording":[{"title":"Live - 8","wording":"NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.\r\n\r\nThis program is designed to qualify for 8.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.","specialty-wording":"This is a Basic level program presented in a group internet-based setting. No advanced preparation or prerequisites are required.\r\n\r\nUpon completion of this course, attendee will be able to:\r\n\r\n\r\n1. Recall key definitions and abbreviations used in trust practice.\r\n2. Explain the difference between living and testamentary trusts.\r\n3. Recall the current estate\/gift\/GST tax exemption levels.\r\n4. Explain when grantor trusts are used.\r\n5. Provide a definition of a marital trust.\r\n6. Restate when a beneficiary qualifies for a special needs trust.\r\n7. Explain the differences between charitable lead and charitable remainder trusts.\r\n8. List at least two more trusts and explain when they're used.\r\n9. Distinguish between ethical and unethical practices.\r\nField(s) of Study -- Regulatory Ethics; Specialized Knowledge; Taxes."}],"earn-until":"","earn-until-timestamp":0,"credit-total":8.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":"nas"}]
TN Specific
Trusts, Estates & Probate
Credits Available
Credit Status Total Financial Planners Approved 8 Total Tennessee CLE Approved 6.67 Total CPE for Accountants/NASBA Approved 8 Total Live Online 8 Other_Financial Planners
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