E. Dale Searcy

Dale Searcy Attorney

Dayton, OH

https://udayton.edu/directory/law/searcy_dale.php

E. Dale Searcy is a Professor of Law Emeritus at the University of Dayton School of Law, where he has taught for more than 30 years, specializing in income tax, estate and gift tax, wills and trusts, and estate planning. He has advised the Tax Moot Court teams and the Phi Delta Phi legal professional fraternity, and founded and advised the Volunteer Income Tax Assistance (VITA) program. The law school student body has selected him Professor of the Year ten times. Since retiring from full-time teaching, Professor Searcy has consulted for lawyers. He earned his B.S. degree in mechanical engineering from General Motors Institute, his J.D. degree from Indiana University and his LL.M. degree in taxation from New York University.

E. Dale Searcy's Courses

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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. Restate from recall the timeline for the estate in probate court.\r\n2. Recall the order of succession in an intestate estate.\r\n3. List key steps of inventory process.\r\n4. Distinguish probate from non-probate assets.\r\n5. Restate when and how notices to creditors are to be sent\/posted.\r\n6. State when estate income tax return is due and how to request a deadline extension.\r\n7. Identify impermissible behavior that violates ethical rules.\r\n8. Provide one example of a solution to the problem of liquidity.\r\n9. List at least two instances in which one can re-open the estate after the closing.\r\n10. List at least three causes of action for probate litigation."}],"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":"OH_CLE","credit-title":"Ohio CLE","credit-title-group":"CLE_Ohio CLE","credit-category":"CLE","credit-state":"OH","credit-type":[{"credit-name":"New Lawyer Training","credit-short-name":"NLT","credit-value":6.75},{"credit-name":"Professional Conduct","credit-short-name":"PROCON","credit-value":1.0}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"Live - 6.75","wording":"This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 6.75 self-study CLE credit hours, including 1.0 hour of attorney professional conduct instruction.\r\n\r\nThis course is approved for 6.75 hours of New Lawyer Training credit.","specialty-wording":null}],"earn-until":"","earn-until-timestamp":0,"credit-total":6.75,"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. Restate from recall the timeline for the estate in probate court.\r\n2. Recall the order of succession in an intestate estate.\r\n3. List key steps of inventory process.\r\n4. Distinguish probate from non-probate assets.\r\n5. Restate when and how notices to creditors are to be sent\/posted.\r\n6. State when estate income tax return is due and how to request a deadline extension.\r\n7. Identify impermissible behavior that violates ethical rules.\r\n8. Provide one example of a solution to the problem of liquidity.\r\n9. List at least two instances in which one can re-open the estate after the closing.\r\n10. List at least three causes of action for probate litigation.\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"}]

Ohio Probate Process from Start to Finish

OH Specific

Trusts, Estates & Probate

Ohio Probate Process from Start to Finish

Credits Available

Credit	Status	Total
Financial Planners	Approved	8 Total
Ohio CLE	Approved	6.75 Total
CPE for Accountants/NASBA	Approved	8 Total

Live Online

Ohio Estate Administration Tasks and Disputes

OH Specific

Trusts, Estates & Probate

Ohio Estate Administration Tasks and Disputes

Credits Available

Credit	Status	Total	Until
Indiana CLE	Approved	6 Total	12-05-2026
Ohio CLE	Approved	6 Total	12-31-2026

OnDemand

5 hours 53 minutes

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OH Specific

Trusts, Estates & Probate

Trusts and Taxes in Ohio From A to Z

Credits Available

Credit	Status	Total	Until
Indiana CLE	Approved	6.7 Total	08-01-2026
Ohio CLE	Approved	6.75 Total	12-31-2026
Indiana Paralegal CLE	Approved	6.7 Total	08-01-2026
Ohio Certified Paralegals	Approved	6.5 Total	08-01-2026

OnDemand

6 hours 42 minutes

6.7 Paralegal_Indiana Paralegal CLE

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Attorneys may not earn professionalism credit with self-study.","specialty-wording":null},{"title":"Video Download - 6","wording":"This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program may qualify for up to 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit. No more than 10.0 hours of self-study CLE credit may be earned during a reporting period. 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Trusts, Estates & Probate

4.34

Estate Planning A-Z

Credits Available

Credit	Status	Total	Until
Alaska CLE	Approved	6 Total	09-27-2026
Arizona CLE	Approved	6 Total	09-27-2026
California CLE	Approved	6 Total	09-27-2026
Colorado CLE	Approved	7 Total	12-31-2026
Connecticut CLE	Approved	6 Total	09-27-2026
Delaware CLE	Approved	6 Total	09-27-2026
Hawaii CLE	Approved	6 Total	09-27-2026
Idaho CLE	Approved	6 Total	09-27-2029
Illinois CLE	Approved	6 Total	09-26-2026
Maine CLE	Approved	6 Total	09-26-2026
Minnesota CLE	Approved	6 Total	09-27-2026
Missouri CLE	Approved	6 Total	09-27-2026
Northern Mariana Islands CLE	Approved	6 Total	09-27-2026
Montana CLE	Approved	6 Total	09-27-2027
North Dakota CLE	Approved	6 Total	09-27-2027
Nebraska CLE	Approved	6 Total	09-27-2026
New Hampshire CLE	Approved	6 Total	09-27-2027
New Mexico CLE	Approved	6 Total	09-27-2026
Nevada CLE	Approved	6 Total	09-27-2027
New York CLE	Approved	7 Total	09-27-2027
Oklahoma CLE	Approved	7 Total	09-27-2026
Oregon CLE	Approved	6 Total	09-27-2027
Pennsylvania CLE	Approved	6 Total	09-27-2026
Vermont CLE	Approved	6 Total	09-27-2026
Washington CLE	Approved	6 Total	09-26-2029
West Virginia CLE	Approved	7.2 Total	09-27-2026

OnDemand

5 hours 45 minutes

6 Pennsylvania CLE

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Recall two common will clauses.\r\n2. List at least two types of intervivos transfers.\r\n3. State the length of the Medicaid lookback period.\r\n4. Provide two examples of financial POA powers.\r\n5. Recall at least two tax forms commonly used in estate planning.\r\n6. Describe the basic steps of the probate process.\r\n7. Provide an example of unethical behavior in estate planning context."}],"earn-until":"","earn-until-timestamp":0,"credit-total":7.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"WI_CPE","credit-title":"Wisconsin CPE for Accountants","credit-title-group":"Other_Wisconsin CPE for Accountants","credit-category":"Other","credit-state":"WI","credit-type":[],"short-desc":"CPE for Accountants","long-desc":"Continuing Professional Education for Accountants","brochure-wording":[{"title":"Live - 7.2","wording":"This activity may qualify for 7.20 hours of CPE credit for accountants toward the requirement for the state of Wisconsin.","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, attendees should be able to:\r\n\r\n\r\n1. Recall two common will clauses.\r\n2. List at least two types of intervivos transfers.\r\n3. State the length of the Medicaid lookback period.\r\n4. Provide two examples of financial POA powers.\r\n5. Recall at least two tax forms commonly used in estate planning.\r\n6. Describe the basic steps of the probate process.\r\n7. Provide an example of unethical behavior in estate planning context."}],"earn-until":"","earn-until-timestamp":0,"credit-total":7.2,"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":5.0},{"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 - 7","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 7.0 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, attendees should be able to:\r\n\r\n\r\n1. Recall two common will clauses.\r\n2. List at least two types of intervivos transfers.\r\n3. State the length of the Medicaid lookback period.\r\n4. Provide two examples of financial POA powers.\r\n5. Recall at least two tax forms commonly used in estate planning.\r\n6. Describe the basic steps of the probate process.\r\n7. Provide an example of unethical behavior in estate planning context.\r\nField(s) of Study -- Regulatory Ethics; Specialized Knowledge; Taxes."}],"earn-until":"","earn-until-timestamp":0,"credit-total":7.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":"nas"}]

Best Seller

Trusts, Estates & Probate

Happening Soon

Estate Planning A-Z

Credits Available

Credit	Status	Total
Alaska CLE	Reciprocity	6 Total
Alabama CLE	Approved	6 Total
Arkansas CLE	Approved	6 Total
Arizona CLE	Approved	6 Total
California CLE	Approved	6 Total
Colorado CLE	Approved	7 Total
Connecticut CLE	Approved	6 Total
Delaware CLE	Approved	6 Total
Florida CLE	Approved	7 Total
Georgia CLE	Approved	6 Total
Hawaii CLE	Approved	6 Total
Iowa CLE	Approved	6 Total
Idaho CLE	Approved	6 Total
Illinois CLE	Approved	6 Total
Indiana CLE	Approved	6 Total
Kansas CLE	Approved	7 Total
Kentucky CLE	Approved	6 Total
Louisiana CLE	Approved	6 Total
Maine CLE	Approved	6 Total
Minnesota CLE	Approved	6 Total
Missouri CLE	Approved	7.2 Total
Northern Mariana Islands CLE	Approved	6 Total
Mississippi CLE	Approved	6 Total
Montana CLE	Approved	6 Total
North Carolina CLE	Approved	6 Total
North Dakota CLE	Approved	6 Total
Nebraska CLE	Approved	6 Total
New Hampshire CLE	Approved	6 Total
New Jersey CLE	Approved	7.2 Total
New Mexico CLE	Approved	6 Total
Nevada CLE	Approved	6 Total
New York CLE	Approved	7 Total
Ohio CLE	Approved	6 Total
Oklahoma CLE	Approved	7 Total
Oregon CLE	Approved	6 Total
Pennsylvania CLE	Approved	6 Total
Rhode Island CLE	Upon Request	7 Total
South Carolina CLE	Approved	6 Total
Tennessee CLE	Approved	6 Total
Texas CLE	Approved	6 Total
Utah CLE	Approved	6 Total
Virginia CLE	Approved	6 Total
Vermont CLE	Approved	6 Total
Washington CLE	Approved	6 Total
Wisconsin CLE	Approved	7 Total
West Virginia CLE	Approved	7.2 Total
Wyoming CLE	Approved	6 Total
Arizona CPE for Accountants	Approved	7 Total
New York CPE for Accountants	Approved	7 Total
Washington CPE for Accountants	Approved	7 Total
Wisconsin CPE for Accountants	Approved	7.2 Total
CPE for Accountants/NASBA	Approved	7 Total

Live Online

6 Pennsylvania CLE

[{"credit-key":"CT_CLE","credit-title":"Connecticut CLE","credit-title-group":"CLE_Connecticut CLE","credit-category":"CLE","credit-state":"CT","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","wording":"Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics\/professionalism. ","specialty-wording":null},{"title":"Video Download - 6","wording":"Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics\/professionalism. ","specialty-wording":null}],"earn-until":"08-11-2027","earn-until-timestamp":1817942400,"credit-total":6.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"NY_CLE","credit-title":"New York CLE","credit-title-group":"CLE_New York CLE","credit-category":"CLE","credit-state":"NY","credit-type":[{"credit-name":"Ethics\/Professionalism","credit-short-name":"ETHPRO","credit-value":1.0},{"credit-name":"Areas of Professional Practice","credit-short-name":"PP","credit-value":6.0}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"OnDemand - 7","wording":"This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 7.0 credit hours. 6.0 hours can be applied to the areas of professional practice requirement and is approved for newly admitted attorneys. 1.0 hour can be applied toward the Ethics\/Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.","specialty-wording":""},{"title":"Video Download - 7","wording":"This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 7.0 credit hours. 6.0 hours can be applied to the areas of professional practice requirement and is approved for newly admitted attorneys. 1.0 hour can be applied toward the Ethics\/Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.","specialty-wording":""}],"earn-until":"08-11-2028","earn-until-timestamp":1849564800,"credit-total":7.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null}]

Estate Planning in Connecticut: From A to Z

CT Specific

Trusts, Estates & Probate

Estate Planning in Connecticut: From A to Z

Credits Available

Credit	Status	Total	Until
Connecticut CLE	Approved	6 Total	08-11-2027
New York CLE	Approved	7 Total	08-11-2028

OnDemand

5 hours 55 minutes

E. Dale Searcy's Courses

OH Specific

Trusts, Estates & Probate

Ohio Probate Process from Start to Finish

Credits Available

Credit	Status	Total
Financial Planners	Approved	8 Total
Ohio CLE	Approved	6.75 Total
CPE for Accountants/NASBA	Approved	8 Total

Live Online

OH Specific

Trusts, Estates & Probate

Ohio Estate Administration Tasks and Disputes

Credits Available

Credit	Status	Total	Until
Indiana CLE	Approved	6 Total	12-05-2026
Ohio CLE	Approved	6 Total	12-31-2026

OnDemand

5 hours 53 minutes

OH Specific

Trusts, Estates & Probate

Trusts and Taxes in Ohio From A to Z

Credits Available

Credit	Status	Total	Until
Indiana CLE	Approved	6.7 Total	08-01-2026
Ohio CLE	Approved	6.75 Total	12-31-2026
Indiana Paralegal CLE	Approved	6.7 Total	08-01-2026
Ohio Certified Paralegals	Approved	6.5 Total	08-01-2026

OnDemand

6 hours 42 minutes

6.7 Paralegal_Indiana Paralegal CLE

Trusts, Estates & Probate

4.34

Estate Planning A-Z

Credits Available

Credit	Status	Total	Until
Alaska CLE	Approved	6 Total	09-27-2026
Arizona CLE	Approved	6 Total	09-27-2026
California CLE	Approved	6 Total	09-27-2026
Colorado CLE	Approved	7 Total	12-31-2026
Connecticut CLE	Approved	6 Total	09-27-2026
Delaware CLE	Approved	6 Total	09-27-2026
Hawaii CLE	Approved	6 Total	09-27-2026
Idaho CLE	Approved	6 Total	09-27-2029
Illinois CLE	Approved	6 Total	09-26-2026
Maine CLE	Approved	6 Total	09-26-2026
Minnesota CLE	Approved	6 Total	09-27-2026
Missouri CLE	Approved	6 Total	09-27-2026
Northern Mariana Islands CLE	Approved	6 Total	09-27-2026
Montana CLE	Approved	6 Total	09-27-2027
North Dakota CLE	Approved	6 Total	09-27-2027
Nebraska CLE	Approved	6 Total	09-27-2026
New Hampshire CLE	Approved	6 Total	09-27-2027
New Mexico CLE	Approved	6 Total	09-27-2026
Nevada CLE	Approved	6 Total	09-27-2027
New York CLE	Approved	7 Total	09-27-2027
Oklahoma CLE	Approved	7 Total	09-27-2026
Oregon CLE	Approved	6 Total	09-27-2027
Pennsylvania CLE	Approved	6 Total	09-27-2026
Vermont CLE	Approved	6 Total	09-27-2026
Washington CLE	Approved	6 Total	09-26-2029
West Virginia CLE	Approved	7.2 Total	09-27-2026

OnDemand

5 hours 45 minutes

6 Pennsylvania CLE

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","specialty-wording":null}],"earn-until":"","earn-until-timestamp":0,"credit-total":6.0,"credit-status":"Reciprocity","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"AL_CLE","credit-title":"Alabama CLE","credit-title-group":"CLE_Alabama CLE","credit-category":"CLE","credit-state":"AL","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","wording":"This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 6.0 credit hours, including 1.0 ethics\/professionalism credit.","specialty-wording":null}],"earn-until":"","earn-until-timestamp":0,"credit-total":6.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"AR_CLE","credit-title":"Arkansas CLE","credit-title-group":"CLE_Arkansas CLE","credit-category":"CLE","credit-state":"AR","credit-type":[{"credit-name":"Ethics","credit-short-name":"ET","credit-value":1.0}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"Live - 6","wording":"NBI, Inc. is an accredited sponsor in the state of Arkansas. This program is approved for 6.0 hours of continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.","specialty-wording":null}],"earn-until":"","earn-until-timestamp":0,"credit-total":6.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"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":"Live - 6","wording":"The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 6.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.","specialty-wording":null}],"earn-until":"","earn-until-timestamp":0,"credit-total":6.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"CA_CLE","credit-title":"California CLE","credit-title-group":"CLE_California CLE","credit-category":"CLE","credit-state":"CA","credit-type":[{"credit-name":"Legal Ethics","credit-short-name":"LEGETH","credit-value":1.0}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"Live - 6","wording":"This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 6.0 hours, of which 1.0 hour will apply to legal ethics. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.","specialty-wording":null}],"earn-until":"","earn-until-timestamp":0,"credit-total":6.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"CO_CLE","credit-title":"Colorado CLE","credit-title-group":"CLE_Colorado CLE","credit-category":"CLE","credit-state":"CO","credit-type":[{"credit-name":"Professional Responsibility","credit-short-name":"PRORES","credit-value":1.2}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"Live - 7","wording":"NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program has been accredited for 7.0 hours of General Colorado Continuing Legal Education Credit, including 1.20 professional responsibility credit.","specialty-wording":null}],"earn-until":"","earn-until-timestamp":0,"credit-total":7.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"CT_CLE","credit-title":"Connecticut CLE","credit-title-group":"CLE_Connecticut CLE","credit-category":"CLE","credit-state":"CT","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","wording":"Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. 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","specialty-wording":null}],"earn-until":"","earn-until-timestamp":0,"credit-total":6.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"DE_CLE","credit-title":"Delaware CLE","credit-title-group":"CLE_Delaware CLE","credit-category":"CLE","credit-state":"DE","credit-type":[{"credit-name":"Ethics","credit-short-name":"ET","credit-value":1.0}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"Live - 6","wording":"NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 6.0 hours of eCLE credit, including 1.0 hour of ethics.","specialty-wording":null}],"earn-until":"","earn-until-timestamp":0,"credit-total":6.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"FL_CLE","credit-title":"Florida CLE","credit-title-group":"CLE_Florida CLE","credit-category":"CLE","credit-state":"FL","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":"Live - 7","wording":"Approved by The Florida Bar for a maximum of 7.0 general hours of CLER credit including 1.0 hour of professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs). \r\n","specialty-wording":null}],"earn-until":"","earn-until-timestamp":0,"credit-total":7.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"GA_CLE","credit-title":"Georgia CLE","credit-title-group":"CLE_Georgia CLE","credit-category":"CLE","credit-state":"GA","credit-type":[{"credit-name":"Ethics","credit-short-name":"ET","credit-value":1.0}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"Live - 6","wording":"This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.\r\n","specialty-wording":null}],"earn-until":"","earn-until-timestamp":0,"credit-total":6.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"HI_CLE","credit-title":"Hawaii CLE","credit-title-group":"CLE_Hawaii CLE","credit-category":"CLE","credit-state":"HI","credit-type":[{"credit-name":"Ethics\/Professional Responsibility","credit-short-name":"EPR","credit-value":1.0}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"Live - 6","wording":"NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. 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Participating attorneys are eligible to receive 6.0 hours of distance education, which includes 1.0 hour of ethics. ","specialty-wording":null}],"earn-until":"","earn-until-timestamp":0,"credit-total":6.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"KS_CLE","credit-title":"Kansas CLE","credit-title-group":"CLE_Kansas CLE","credit-category":"CLE","credit-state":"KS","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 - 7","wording":"Approved by Kansas CLE for 7.0 hours of continuing legal education credit, which includes 1.0 hour of ethics and professionalism credit.","specialty-wording":null}],"earn-until":"","earn-until-timestamp":0,"credit-total":7.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"KY_CLE","credit-title":"Kentucky CLE","credit-title-group":"CLE_Kentucky CLE","credit-category":"CLE","credit-state":"KY","credit-type":[{"credit-name":"Ethics","credit-short-name":"ET","credit-value":1.0}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"Live - 6","wording":"This activity has been approved by the Kentucky Bar Association Continuing Legal Education Commission for a maximum of 6.0 credits, including 1.0 ethics credits.","specialty-wording":null}],"earn-until":"","earn-until-timestamp":0,"credit-total":6.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"LA_CLE","credit-title":"Louisiana CLE","credit-title-group":"CLE_Louisiana CLE","credit-category":"CLE","credit-state":"LA","credit-type":[{"credit-name":"Estate Planning and Administrative","credit-short-name":"EPALS","credit-value":6.0},{"credit-name":"Ethics","credit-short-name":"ET","credit-value":1.0}],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"Live - 6","wording":"This course or a portion thereof has been approved by the Louisiana Mandatory Continuing Legal Education Committee of the Louisiana State Bar Association. 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Provide an example of unethical behavior in estate planning context."}],"earn-until":"","earn-until-timestamp":0,"credit-total":7.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"WI_CPE","credit-title":"Wisconsin CPE for Accountants","credit-title-group":"Other_Wisconsin CPE for Accountants","credit-category":"Other","credit-state":"WI","credit-type":[],"short-desc":"CPE for Accountants","long-desc":"Continuing Professional Education for Accountants","brochure-wording":[{"title":"Live - 7.2","wording":"This activity may qualify for 7.20 hours of CPE credit for accountants toward the requirement for the state of Wisconsin.","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, attendees should be able to:\r\n\r\n\r\n1. Recall two common will clauses.\r\n2. List at least two types of intervivos transfers.\r\n3. State the length of the Medicaid lookback period.\r\n4. Provide two examples of financial POA powers.\r\n5. Recall at least two tax forms commonly used in estate planning.\r\n6. Describe the basic steps of the probate process.\r\n7. Provide an example of unethical behavior in estate planning context."}],"earn-until":"","earn-until-timestamp":0,"credit-total":7.2,"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":5.0},{"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 - 7","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 7.0 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, attendees should be able to:\r\n\r\n\r\n1. Recall two common will clauses.\r\n2. List at least two types of intervivos transfers.\r\n3. State the length of the Medicaid lookback period.\r\n4. Provide two examples of financial POA powers.\r\n5. Recall at least two tax forms commonly used in estate planning.\r\n6. Describe the basic steps of the probate process.\r\n7. Provide an example of unethical behavior in estate planning context.\r\nField(s) of Study -- Regulatory Ethics; Specialized Knowledge; Taxes."}],"earn-until":"","earn-until-timestamp":0,"credit-total":7.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":"nas"}]

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Trusts, Estates & Probate

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Estate Planning A-Z

Credits Available

Credit	Status	Total
Alaska CLE	Reciprocity	6 Total
Alabama CLE	Approved	6 Total
Arkansas CLE	Approved	6 Total
Arizona CLE	Approved	6 Total
California CLE	Approved	6 Total
Colorado CLE	Approved	7 Total
Connecticut CLE	Approved	6 Total
Delaware CLE	Approved	6 Total
Florida CLE	Approved	7 Total
Georgia CLE	Approved	6 Total
Hawaii CLE	Approved	6 Total
Iowa CLE	Approved	6 Total
Idaho CLE	Approved	6 Total
Illinois CLE	Approved	6 Total
Indiana CLE	Approved	6 Total
Kansas CLE	Approved	7 Total
Kentucky CLE	Approved	6 Total
Louisiana CLE	Approved	6 Total
Maine CLE	Approved	6 Total
Minnesota CLE	Approved	6 Total
Missouri CLE	Approved	7.2 Total
Northern Mariana Islands CLE	Approved	6 Total
Mississippi CLE	Approved	6 Total
Montana CLE	Approved	6 Total
North Carolina CLE	Approved	6 Total
North Dakota CLE	Approved	6 Total
Nebraska CLE	Approved	6 Total
New Hampshire CLE	Approved	6 Total
New Jersey CLE	Approved	7.2 Total
New Mexico CLE	Approved	6 Total
Nevada CLE	Approved	6 Total
New York CLE	Approved	7 Total
Ohio CLE	Approved	6 Total
Oklahoma CLE	Approved	7 Total
Oregon CLE	Approved	6 Total
Pennsylvania CLE	Approved	6 Total
Rhode Island CLE	Upon Request	7 Total
South Carolina CLE	Approved	6 Total
Tennessee CLE	Approved	6 Total
Texas CLE	Approved	6 Total
Utah CLE	Approved	6 Total
Virginia CLE	Approved	6 Total
Vermont CLE	Approved	6 Total
Washington CLE	Approved	6 Total
Wisconsin CLE	Approved	7 Total
West Virginia CLE	Approved	7.2 Total
Wyoming CLE	Approved	6 Total
Arizona CPE for Accountants	Approved	7 Total
New York CPE for Accountants	Approved	7 Total
Washington CPE for Accountants	Approved	7 Total
Wisconsin CPE for Accountants	Approved	7.2 Total
CPE for Accountants/NASBA	Approved	7 Total

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6 Pennsylvania CLE

CT Specific

Trusts, Estates & Probate

Estate Planning in Connecticut: From A to Z

Credits Available

Credit	Status	Total	Until
Connecticut CLE	Approved	6 Total	08-11-2027
New York CLE	Approved	7 Total	08-11-2028

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