Credit

Continuing Education Credits

The 52nd Annual Trust and Estate Conference will award continuing education credit. We are partnered with the American Bar Association to apply for CLE credit in jurisdictions where this program meets accreditation standards. All credits and credit types are pending until approved. Jump to information about the following CE certifications:

Lawyers:

• MCLE
• LSMCLE

Accountants:

• CPE

Financial Planners:

• CFP® Professionals

Professional Fiduciaries & Paralegals:

• PFB

Bankers and Trust Officers:

• CTFA

Minimum Continuing Legal Education (MCLE)

MCLE credit is provided by the Beverly Hills Bar Association (Provider #43). The BHBA certifies that 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. This event is approved for participatory Minimum Continuing Legal Education credit by the State Bar of California as follows:

• In-Person and Livestream: Up to 7 hours, including 0.5 hour of Technology credit
• Legal Specialization in Estate Planning, Trust and Probate Law: 6.5 hours
• Legal Specialization in Taxation Law: 4.5 hours

Non-California MCLE Credit

This program is eligible for reciprocity credit in Alaska, Hawaii, North Dakota, Connecticut, and Vermont. It also qualifies for New York credit under New York's approved jurisdiction policy. Attorneys in Arizona and New Hampshire should verify whether the program meets their state's MCLE requirements. Attorneys may also self-apply for credit in Alabama, Colorado, Florida, Idaho, Indiana, Iowa, Kentucky, Louisiana, Maine, Minnesota, Missouri, Montana, Nebraska, Nevada, North Carolina, Oklahoma, Oregon, Rhode Island, South Carolina, Texas, Utah, Virginia, West Virginia, and Wisconsin. The process for obtaining credit varies by state. For full accreditation details, email help@bhba.org.

Please watch for future emails from the Beverly Hills Bar Association regarding affidavits and certificates after the program has concluded.

Continuing Professional Education (CPE)

This program meets the guidelines for CPE credit set by the California State Board of Accountancy in the amounts listed below. No CPE credit is available for watching Videos On Demand.

• In-Person and Livestream: Up to 390 minutes

How to Receive CPE Credit

CPE In-Person Attendees
At the conference, sign in at the beginning of the day. Return to the credit table to sign out and receive your stamped certificate.

CPE Virtual Attendees
After the conference has concluded, your certificate will be available for download in your CE21 account (instructions below). Certificates will reflect credits awarded based on the duration of session viewing and polls completed.

1. Log into your CE21 Account
2. Select the orange "Certificate" button.
3. Select "Overall Course Completion" and select the session you attended. 
4. Submit participation codes for each session you attended.
5. Select "Access Your Certificate"
6. Select CPE Certificate "Download/Print Certificate" 

Email cle@law.usc.edu if you have questions. 

CERTIFIED FINANCIAL PLANNER® Professionals Continuing Education Credit

USC Gould School of Law is a registered CFP® Professionals Continuing Education Credit Board CE Sponsor.

How to Receive CFP® CE Credit

To receive CFP® credit, you must complete and submit a CFP Reporting Request Form to the USC Gould Continuing Legal Education (CLE) office. Once the completed form is received, your attendance will be reported electronically through the CFP® website within three weeks after the Conference concludes.

CFP In-Person Attendees

Complete a printed CFP Reporting Request Form and submit it to the CLE office at the Credit Table before leaving the Conference.

CFP Virtual Attendees

Within the Attendee Hub, select Certificate, followed by Access Your Certificate. When the list of credit types expands, select CFP (Financial Planners) and download the CFP Reporting Request Form.

Complete and sign the form, then email a copy to cle@law.usc.edu. Your attendance cannot be reported to the CFP Board until the CLE office receives your completed form.

Professional Fiduciaries Bureau (PFB) Continuing Education Credit

MCLE certificates for both in-person and virtual attendees are accepted for PFB.

How to Receive PFB Credit

Follow MCLE certificate steps above. Once you have received and completed your MCLE affidavit and certificate, you may submit it to receive PFB credit.

Certified Trust and Fiduciary Advisor (CTFA) Continuing Education Credit

American Bankers Association Professional Certifications for CE credit review is pending approval.

How to Receive CTFA Credit

Instructions to Self-Report for CE Credit (Virtual and In-Person Attendees)

1. Log into certification record at aba.csod.com
2. Hover over Add CE Credit and select Approved Non-ABA CE.
3. Enter key word(s) from the program title or sponsor name and select program from search results
4. Click Request and when page refreshes, click Mark Complete

Questions?

If you have additional questions, please email cle@law.usc.edu or call (213) 821-3580.