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Blank Wisconsin Cle 2 Form

The Wisconsin CLE 2 form is a request for approval of continuing legal education activities, specifically designed for lawyers in Wisconsin. This form is essential for organizations seeking to offer educational programs that count toward the state's mandatory continuing legal education requirements. For those interested in fulfilling their educational obligations, filling out the form is a crucial step; click the button below to get started.

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Wisconsin Cle 2 - Usage Guidelines

Filling out the Wisconsin CLE 2 form is a straightforward process. Make sure you have all the necessary information ready before you start. This form needs to be completed for each continuing legal education activity you want approved. Follow the steps below to ensure everything is filled out correctly.

  1. Begin by entering the name and address of the organization sponsoring the activity. This should not be the name of the person applying.
  2. Next, provide the phone number of the provider or sponsor.
  3. For the title of the educational activity, write the full title of the conference or seminar.
  4. Fill in the date(s) of the activity.
  5. Indicate the location(s) of the activity, such as the city and state, or specify if it’s a teleconference or webcast.
  6. Check the method(s) of presentation that apply, such as in-person, teleconference, or on-demand.
  7. Identify the target audience by checking the appropriate box for lawyers or others.
  8. Estimate the number of attorneys expected to attend.
  9. Describe the materials to be distributed and indicate the total number of pages.
  10. Specify when the materials will be distributed or available.
  11. Attach the required documents, including the time schedule, table of contents, and faculty credentials.
  12. Provide the total minutes of instruction, excluding breaks and meals.
  13. Identify the portions of the activity related to legal ethics and professional responsibility and total minutes devoted to this topic.
  14. For guardian ad litem education, identify relevant portions and total minutes for minor, family, and adult GAL training.
  15. Finally, fill out the submitted by section, including the name of the person applying and their title, if applicable. Don’t forget to sign and date the form.

Once the form is complete, review it for accuracy. After submission, you can expect a decision from the Board of Bar Examiners within two weeks, provided everything is in order. If you have any questions, don’t hesitate to reach out to the Board for assistance.

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Dos and Don'ts

Things to Do When Filling Out the Wisconsin CLE 2 Form:

  • Print or type your application clearly.
  • Provide the full name and address of the sponsoring organization.
  • Include a valid phone number for the provider or sponsor.
  • List the complete title of the educational activity.
  • Specify the date(s) and location(s) of the event.
  • Check all applicable methods of presentation.
  • Clearly state the target audience for the event.
  • Detail the number of attorneys expected to attend.
  • Attach required materials, including a time schedule and faculty credentials.

Things Not to Do When Filling Out the Wisconsin CLE 2 Form:

  • Do not submit the form without all required attachments.
  • Avoid using abbreviations or incomplete information.
  • Do not list a personal name as the sponsoring organization.
  • Refrain from exceeding the 10-page fax limit.
  • Do not forget to indicate the distribution method for materials.
  • Do not leave out the total minutes of instruction.
  • Do not submit the form during the peak CLE season without ensuring completeness.
  • Avoid vague descriptions of the event's content.
  • Do not forget to sign and date the application.

Common mistakes

Filling out the Wisconsin CLE 2 form can be a straightforward process, but many individuals make common mistakes that can lead to delays or denials of approval. Understanding these pitfalls is essential for a successful submission.

One frequent error is failing to provide the correct name and address of the organization sponsoring the activity. It is crucial to list the sponsoring organization, not the individual applying. Omitting this information or providing incorrect details can result in an incomplete application.

Another mistake involves the phone number of the provider or sponsor. If this number is missing or inaccurate, it can hinder communication and delay the approval process. Ensure that the phone number is current and clearly written.

Applicants often overlook the title of the educational activity. It is important to provide the full title of the entire conference or seminar, rather than just a topic or a segment. This oversight can lead to confusion about the nature of the event.

Additionally, individuals may neglect to include the required attachments. The application mandates specific documents, such as a time schedule and a list of faculty members. Failing to include these attachments will result in the application being considered incomplete.

Another common issue arises with the total minutes of instruction. Applicants sometimes do not accurately calculate the instructional time, excluding breaks and meals. Providing an incorrect total can impact the number of CLE credits awarded.

Some applicants mistakenly do not specify the target audience for the activity. Clearly indicating whether the event is aimed at lawyers or a broader audience is essential. This information helps the Board assess the relevance of the program to legal education.

Finally, many individuals forget to sign the form. A missing signature can lead to immediate rejection of the application. Always ensure that the form is signed and dated before submission.

Documents used along the form

The Wisconsin CLE 2 form is an essential document for requesting approval of continuing legal education activities. Several other forms and documents are often used in conjunction with it to ensure compliance with the Wisconsin mandatory continuing legal education requirements. Below is a list of these documents, along with brief descriptions.

  • CLE Form 1: This is the Report of Compliance that lawyers must submit to report their attendance at approved continuing legal education activities. It is due by December 31 of the reporting year and confirms that the lawyer has met the required CLE hours.
  • Course Schedule: This document provides a detailed timetable of the educational activity. It includes start and end times, breaks, and a breakdown of topics covered. This helps the Board of Bar Examiners assess the credit hours for the course.
  • Faculty Credentials: A list of faculty members, along with their qualifications and credentials, must be submitted. This ensures that the instructors are qualified to teach the content of the course and helps in evaluating the course's quality.
  • Ohio Last Will and Testament: This legal document outlines an individual's wishes regarding asset distribution after death, providing direction for loved ones. For more information on filling out this form, visit Ohio Documents Online.
  • Materials Distribution Plan: This outlines when and how educational materials will be distributed to participants. It specifies whether materials will be available before, during, or after the program, which is crucial for compliance and evaluation purposes.

These documents work together with the Wisconsin CLE 2 form to facilitate the approval process for continuing legal education activities. Each plays a vital role in ensuring that lawyers meet their educational requirements effectively.