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Accreditation and CLE Rules for New York
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, an Accredited NYS CLE Provider.
The NY CLE Board maintains an Accredited Provider directory on their website. You can find National Academy of Continuing
Legal Education listed on the most recent directory at http://www.nycourts.gov/attorneys/cle/aplist.pdf.
Experienced NY are required to take 24 credit hours every 2 years including 4 credit hours of Ethics and 1 credit hour of Diversity, Inclusion and Elimination of Bias and 1 credit of Cybersecurity, Privacy and Data Protection.
NY attorneys can earn all 24 CLE credit hours with us using our Online & iOS/Android App courses.
*Beginning on July 1, 2023, experienced attorneys are now required to take at least 1 CLE credit in the category of Cybersecurity, Privacy and Data Protection in each compliance period. This new requirement applies to all attorneys due to re-register on or after July 1, 2023 (birthday is on or after July 1st). Please note that this does not change the total amount of credits required in your CLE period, the total requirement remains at 24 credits.
Experienced NY attorneys are required to complete their requirement every 2 years by their birthday with a 30 day automatic grace period. Attorneys admitted to practice in even years are due on even years and attorneys admitted in odd years are due in odd years.
New York attorneys must report that they are CLE compliant on their biennial registration form and must retain proof of compliance for a minimum of four years. National Academy of CLE issues a NY CLE Certificate of Attendance for all CLE activities as proof of compliance and we store the certificate in your CLE Account indefinitely.
Newly admitted attorneys are required to take "transitional” courses (designed to help them develop a foundation in the essential skills to practice law) 16 credits each year for the first two years following their admission to the Bar. The 16 credits must consist of 3 Ethics credits, 6 Skills credits, and 7 Law Practice Management (LPM) or Professional Practice (PP) credits. Additionally, 1 credit of Cybersecurity, Privacy and Data Protection must be taken in either of the first two years. Newly admitted attorneys must complete their CLE requirement in a format permissible for the category of credit. For more information please click here.
Newly admitted attorneys must complete each of their two 16 credit requirements by the first and second anniversaries of admission respectively.
*Effective January 1, 2026, newly admitted attorneys need to complete their skills credit via traditional live classroom setting or a fully interactive videoconference attended in a group setting.
Newly admitted attorneys can satisfy all 16 credit hours with us using our on-demand PP, LPM, and Cybersecurity courses and our Live Skills and Ethics courses. You can see our Bridge The Gap options here: NY BTG CLE.
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, an Accredited NYS CLE Provider.
To view our full accreditation details please .
Professional Practice
1
$29
All Courses Available iOS/Android Web
About This Course
Planning for charitable giving is often a central part of helping clients achieve both personal and financial goals. This CLE program will focus on the role of philanthropy within estate planning and how attorneys can effectively guide clients in this area.
The session will examine a range of giving vehicles, including charitable bequests made through wills and trusts, the establishment of charitable trusts, and the use of donor-advised funds and private foundations. Additional strategies for integrating charitable gifts into broader planning goals will also be explored.
In addition to tools and techniques, the program will highlight key tax considerations—covering income, estate, and gift tax issues—that shape charitable planning. Special attention will also be given to New York rules and unique requirements that practitioners must be aware of.
Finally, participants will come away with best practices for advising clients on incorporating charitable giving into estate plans, ensuring that philanthropic wishes are honored while also maximizing tax and planning benefits.
*This course qualifies as a Transitional course and can be taken by both Experienced and Newly Admitted attorneys in NY.
