Frequently Asked Questions:

Our Mission

Advanced Legal Training Institute is dedicated to helping attorneys meet their Continuing Legal Education (CLE) hours in a simple “All-Your-MCLE-in-a-Box” system. We offer the most relevant, state-of-the-art legal education available, including:

  • Live and recorded MCLE seminar & teleseminar packages (half-day and full-day)
  • AudioCD & VideoDVD self-study materials, seminar workbooks & forms
  • Speaking & in-house customized training services for law firms, executives and corporate counsel
  • Consulting & coaching services including complex estate planning techniques, law firm development & business succession planning
  • Estate Planning Updates
Will I receive course materials?

Yes! You will receive a comprehensive reference manual specific to the seminar you are purchasing. Each of the Integrated Estate Planning Seminar Series Workbooks is written by the seminar presenters and serves as a valuable reference for you during and after the program. There is space for note taking and each manual is bound so storage after the seminar is neat and convenient. The Seminar Workbook allows you to take the seminar home with you for future personal review or for study by others in your office.

Can a seminar be presented on-site for my organization?

Yes! Advanced Legal Training Institute is happy to arrange to have the program of your choice presented at your facility. The benefits of in-house training are numerous. You can learn more information about bringing our customized training to your office by contacting us at

How do I submit a topic I am interested in seeing become a seminar?

Your ideas count and we want to hear from you. If you have a topic or idea that you would like to share with us, please visit the Contact Us Section.

How will I confirm that you received my on-line product order?

When you make your purchase on-line, you have two convenient options for receiving an order confirmation. At the end of your purchase you will be presented with a detailed confirmation page that you can print for future reference. Additionally, simply enter your email address where prompted, and we will send a detailed confirmation for your records.

What are my payment options?

We accept a wide variety of payment options. These include MasterCard, Visa, American Express, Personal or Corporate Check or a Purchase Order.

Are my on-line purchases secured?

We incorporate security measures to ensure the safety of any financial information you provide during your registration and purchase process. Please note that email communication directed to us will not be secure unless otherwise noted.

Will I qualify for continuing professional education credit by listening to your seminar?

Yes! We are a CalBar Approved Provider. Our seminars qualify for minimum continuing legal education credit for a wide range of professions. Each seminar offered has the particular MCLE credits listed under the title. Reporting Date Rule: Attorneys are broken up into 3 groups (last names A-G, H-M, N-Z). Groups rotate reporting every three years, on January 31.

How do I obtain verification of attendance for credit reporting purposes?

When you purchase any or all of the Integrated Estate Planning Seminar Series or our other MCLE seminar packages—you will receive a certificate of attendance to complete upon the conclusion of each seminar. You may then use your certificate to verify your participation for meeting the professional education requirements.

Minimum Continuing Legal Education (MCLE)

Minimum Continuing Legal Education (MCLE) at Advanced Legal Training Institute

Minimum Continuing Legal Education (MCLE) refers to the approved continuing legal education required of California attorneys. Attorneys, including those who are Exempt, are required to submit a Compliance Card to the State Bar to verify that they have complied with their MCLE requirement. To ensure that lawyers receive quality legal education, the State Bar approves MCLE Providers and education activities. California’s attorney membership is divided into 3 compliance groups. Compliance periods for the three groups are staggered, so that each group reports compliance in a different year.

Compliance periods are 36 months (3 years) in length. Just prior to the end of a group’s compliance period, the State Bar sends compliance cards to those who must comply that year. Reporting deadlines for each compliance group are listed on this page, along with information about the breakdown of the 25-hour education requirement.

PLEASE NOTE! Feb. 1 is the deadline for MCLE compliance and payment of annual bar dues. On Feb. 2, late payments will be assessed a $100 fee for active attorneys and $30 for inactive members. Members of Group 1 (last names beginning with letters A-G) also must submit their MCLE compliance cards online or make sure they are postmarked by Feb. 1. Group 1 members who miss that compliance date will be assessed a $75 late compliance fee beginning on Feb. 2.

MCLE “Regular” Requirement: Total hours required every three years: 25 hours

Maximum “self-study” hours: 12.5 hours~Members must fulfill at least one-half of their MCLE requirement with activities approved for “participatory” MCLE credit.

Special Requirements within the total hours required (may be taken as participatory or self-study):

  • Legal Ethics: 4 hours (required)
  • Elimination of Bias in the Legal Profession: 1 hour (required)
What is a “California MCLE Approved Provider? Is Advanced Legal Training Institute an Approved Provider?

“California MCLE Approved Providers” are given blanket authorization for a specific period, to offer California MCLE credit for education activities. The education activities must meet the standards for approval in the MCLE Rules and Regulations. Advanced Legal Training Institute is a Cal Bar Approved Provider (#13751). Approved Providers are not required to submit individual education activities to California for approval.

The State Bar of California adopted a Minimum Continuing Legal Education (MCLE) program in 1992. There are 120,500 active licensed attorneys in the state of California. California currently requires 25 hours of CLE credits over 3 years. Attorneys can carry credits over from year to year but not to the next cycle.

MCLE Reporting: Attorney Responsibility

California attorneys are required to report their attendance of CLE classes by using the California Certificate of Attendance form. Credits are posted by state bar identification number or attorney name to individual CLE transcripts, which keep a running total of MCLE credits for a particular year.

Class Accreditation

California bases accreditation on 60 full minutes per hour. This means for every 60 minutes of Advanced Legal Training Institute training, the attorney is accredited 1.0 MCLE credit hours. California does not include in this 60 minutes time for introduction and welcoming remarks. Even though the California MCLE Board grants attorneys one credit hour for each 60 minutes of training, there is a maximum number of credits an attorney can receive for any given class. California will accredit luncheon/dinner speeches. California will give CLE credit for audio and videotapes and in-house training programs. If you participate in the entire Integrated Estate Planning Seminar Series with Advanced Legal Training Institute and review all the self-study materials provided with your fee, you will fulfill your entire 3-year, 25-hour MCLE requirement including legal ethics (12.5 participatory and 12.5 hour self-study package).

Product & Order Shipment FAQ

I have ordered reference materials, how long will it take to receive them?

Most of our products are available for immediate download upon purchase. If you would like to have your training materials in a different format, please request that packaging from our customer support department.

If you prefer to order the CD-ROM AudioCD/VideoDVD + hard copy Seminar Workbook  Package (reference materials) from a seminar that has already been held, your order will be shipped in approximately 3-5 business days.

Contact for order tracking assistance. When ordering products from a program that has not yet taken place, please allow 4-6 weeks after the date of the seminar, and 2-4 weeks for teleseminar recordings.

Are express shipping options available?

Yes, please call our Customer Service Department at 1-650-960-3772 for detailed pricing.

Will I be charged sales tax?

Your product order will be charged sales tax if delivered to an address in the state of California.

Do you offer special volume pricing or subscription services?

Yes. Many law librarians stock their shelves with our legal reference materials, contact us to learn more.

Can I return a product if I am not happy with it?

Yes. If you aren’t satisfied with a seminar or training resource, call or write us, within 30 days of program attendance or product receipt, and we’ll make it right.