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Accreditation and CLE Rules for Pennsylvania
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Pennsylvania Accredited CLE Provider (Provider ID 6208).
The Supreme Court of Pennsylvania CLE Board maintains an Accredited Provider listing on their website at https://www.pacle.org/providers/accredited. You can find us listed under “National Academy of Continuing Legal Education.” In addition, you can see our official approval letter here: PA-Accreditation-Approval.pdf.
*CLE Rule Update: The Supreme Court of Pennsylvania is allowing attorneys in all compliance periods through 12/31/2025 to satisfy their entire requirement without attending in-person classes. Attorneys in Pennsylvania may now complete 6 hours of their CLE requirements through live webinars and 6 hours through approved distance learning activities. Therefore PA attorneys can now satisfy their entire requirement with our Online, iOS/Android App, and Live Webinar courses! PA Continuing Legal Education Board Notice
Pennsylvania attorneys are assigned one of three compliance groups:
Group 1 must complete the annual CLE requirement by April 30th of each year
Group 2 must complete the annual CLE requirement by August 31st of each year
Group 3 must complete the annual CLE requirement by December 31st of each year
We promptly report your CLE attendance to the PA CLE board and pay the associated fees.
Pennsylvania allows attorneys to carry over up to 24 excess credits earned from one compliance period into the next two future compliance periods. Only credits earned through live courses or live interactive webinars may be carried forward, distance learning credits may not be carried forward.
Pennsylvania Continuing Legal Education Board Pennsylvania Judicial Center
601 Commonwealth Ave., Suite 3400
PO Box 62495
Harrisburg, PA 17106-2495
Toll Free: (800) 497-2253
Local: (717) 231-3250
Fax: (717) 231-3251 www.pacle.org/about/PACLE_board.asp
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Pennsylvania Accredited CLE Provider (Provider ID 6208).
To view our full accreditation details please .
General Credits
1
$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.
