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Accreditation and CLE Rules for Florida
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Florida Bar Accredited CLE Sponsor (CLE Sponsor # 0185716).
Florida attorneys must complete a minimum of 30 CLE credit hours every 3 years. Five of the 30 credit hours must be in approved "professional responsibility" programs which includes ethics, professionalism, substance abuse, and mental illness awareness programs, and 3 hours must be in approved technology programs. Attorneys must now also take a new 2 credit Professionalism course provided directly by the Florida Bar at no extra charge. We make this free professionalism course easily accessible within your account with us.
Florida attorneys can complete all 30 CLE Credit hours including 5 hours of professional responsibility and 3 hours of technology with our Online & iOS/Android App courses. Currently, the Florida Bar only offers online access to the 2 hour mandated professionalism course which we make accessible within your online account. Preapproved courses offered by the National Academy of Continuing Legal Education have been directly approved by The Florida Bar and come with unique Florida Bar course codes which enables easy and quick reporting. “Self-Report” courses come with prefilled forms for easy self-reporting to the FL Bar.
Each Florida attorney and FRP is assigned a 3 year compliance period that ends on the last day of their designated month. You can find your compliance date by logging into your Florida Bar Profile.
Florida Registered Paralegals (FRP’s) must complete a minimum of 30 hours of CLE every three years to maintain their status. Of the 30 hours, 5 hours must be in ethics or professionalism and three 3 hours must be in technology. FRP's can satisfy all 30 mandated continuing education hours with our preapproved Online & iOS/Android App courses since they are directly approved by The Florida Bar.
The Florida Bar
651 E. Jefferson St.
Tallahassee, FL 32399-2300
(t) 850-561-5842
(f) 850-561-9421
Web: Florida Bar CLE Page
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Florida Bar Accredited CLE Sponsor (CLE Sponsor # 0185716).
To view our full accreditation details please .
General Credits
1
Self-Report
$29
All Courses Available iOS/Android Web
About This Course
Dive into this comprehensive CLE program designed to equip attorneys with the knowledge to harness trusts effectively for estate planning, tax efficiency, and special needs considerations. The course examines the critical factors that drive successful trust strategies, offering practical guidance on navigating complex planning challenges.
With a strong focus on the core elements of trust documents—such as trustee succession, trust powers, and termination provisions—each session delivers actionable insights to ensure trusts are tailored to meet clients’ unique needs.
What You’ll Gain:
Expertise in structuring trusts to optimize tax outcomes and address special needs.
Clarity on the essential issues that shape effective trust planning.
In-depth understanding of key trust document components, including powers, trustee transitions, and termination clauses.
Strategies to create client-focused trusts that balance compliance and long-term objectives.
