Will you send me a reminder before my deadline? Will there be a reminder in My State Bar Profile?
No. The State Bar will not send a reminder before your NAT completion deadline. You are personally responsible for tracking and meeting your deadline.
If you do not complete NAT by your deadline, the State Bar will send you a notice of noncompliance. The notice will explain that you must complete NAT and pay any assessed noncompliance penalty to avoid being enrolled as inactive and becoming ineligible to practice law.
Because NAT is a onetime requirement, it may not appear in the same area of My State Bar Profile as your annual MCLE compliance obligations. Remember to:
Keep your email address and mailing address current with the State Bar,
Review your notifications in My State Bar Profile regularly, and
Complete NAT well before your deadline.
If I miss the deadline, how do I pay the noncompliance penalty?
If you do not complete NAT by your deadline, you will be assessed a noncompliance penalty, which may take up to 90 days to appear in My State Bar Profile. To pay the noncompliance penalty:
Select “Compliance Dashboard” in the top navigation menu.
In the “Annual License Fee Status” section, select “Pay your annual fees.”
Select “Calculate and pay my fees.”
Follow the instructions to pay any outstanding balance.
Even after a noncompliance penalty has been assessed, you are still required to complete NAT. If you do not complete NAT and resolve any assessed fees by the applicable deadlines, you may be enrolled as involuntarily inactive and become ineligible to practice law.
What is the New Attorney Training Program?
The State Bar of California’s New Attorney Training (NAT) Program is a mandatory online training program for all newly admitted California attorneys. It consists of nine State Bar–produced courses covering professional responsibilities and practical skills for practicing law. The courses may be completed in any order and at your own pace.
Topic
MCLE Credit
Attorney as an Officer of the Court—Civility and Pro Bono Legal Services
1.0 hour of Civility
Attorney Communication Duties
1.25 hours of Legal Ethics
Attorney Well-Being: The Bedrock of Competence
1.0 hour of Competence: Prevention and Detection
Attorney-Client Relationships
1.25 hours of Legal Ethics
Conflict Resolution, Interpersonal and Communication Skills, and Technology
0.75 hours of General
Elimination of Bias
1.0 hour of Elimination of Bias
Introduction to Law Practice Management Skills
1.0 hour of General
The Attorney as a Fiduciary of Funds and Property of Clients and Others
1.5 hours of Legal Ethics
The Duty of Confidentiality and Conflicts of Interest
1.25 hours of Legal Ethics
Can I claim MCLE credit for NAT courses?
The State Bar’s New Attorney Training is a separate requirement and is not MCLE. However, you may apply NAT course hours toward your MCLE requirements if you complete the hours during your first MCLE compliance period. (Rule 2.142.) Review your MCLE requirements, including any proportional requirement, to determine whether and how the NAT hours apply to your situation.
When is my deadline to complete NAT?
You must complete NAT by the last day of the month of your one-year anniversary as a State Bar licensee. (Rule 2.141.)
For example, if you were admitted on October 15, your deadline is October 31 of the following year. If you have a question about your deadline, complete the Licensee Records and Compliance Inquiry form.
How do I access the New Attorney Training?
The New Attorney Training Program courses can be accessed through My State Bar Profile. The fee to access all nine courses is $55. Fee waivers are not available.
Locate the e-learning section toward the bottom of the home page, and select “E-Learning Portal.”
On the E-Learning Dashboard’s top navigation bar, select “View Catalog.”
In the search box, type “New Attorney Training.”
Select “Add to Cart” and complete the checkout process.
After you purchase the courses, when you return to the E-Learning Dashboard, select “Not Started” to locate the course you want to start. Then, select the red + button to the right of the course title, and select “Launch.”
Can I get a fee waiver for the course?
No. Fee waivers are not available. The fee to access all nine NAT courses is $55.
Can I request an exemption or time extension?
There are no exemptions from the NAT requirement. (Rule 2.143.)
Time extensions are granted only in rare cases involving documented personal hardship. (Rule 2.144.) If you believe you have a qualifying hardship, submit the applicable State Bar request as soon as possible and ideally before your NAT deadline, if feasible.
Submitting a request does not excuse compliance unless the State Bar grants it. Do not delay beginning or completing NAT while awaiting a decision.
I’m a former Provisional Licensure Program (PLP) participant and was recently admitted. Do I need to take NAT again?
If you completed any portion of NAT while enrolled in the State Bar’s PLP, you are considered to have satisfied that portion of the NAT requirement and do not need to retake it. Make sure you complete all nine NAT courses by the deadline.
Check your E-Learning Portal to confirm that your completed courses are reflected. If a completed course does not appear in your record, contact elearning@calbar.ca.gov for assistance.
As a federal or state employee, am I exempt from completing NAT?
No. Although certain federal or state employees may be exempt from the general MCLE requirement, there are no exemptions from the NAT requirement for new licensees. (Rule 2.143.) You must complete NAT by your one-year admission anniversary deadline.
How do I file a complaint against my lawyer or a lawyer referral service?
If you believe your lawyer has done something wrong, you can file a complaint with the State Bar. Complaints may be submitted online or by mail. If you have questions or need assistance in completing the form, call the State Bar’s Attorney Complaint Hotline at 800-843-9053. For more information on reporting a lawyer to the State Bar and handling other problems, read the legal guide If You Have a Problem with an Attorney.
If you have a complaint about a certified or uncertified LRS, you can file a complaint against the service with the State Bar. In order to promote public protection, the State Bar will review your complaint to determine if the LRS has violated Business and Professions Code Section 6155 and State Bar Rules.
For more information on certified lawyer referral services, contact LRS@calbar.ca.gov.
When are the annual fees due?
The due date is by March 30, or the next business day if that date falls on a weekend or holiday, each year during the annual license renewal process. The 2025 annual deadline is April 1, 2025. If you miss the deadline, you will be charged a penalty ($103 for active attorneys, $31 for inactive attorneys).
What activities qualify for general MCLE credit?
Activities that qualify for general MCLE credit must: (1) relate to legal subjects that are directly relevant to California attorneys, and (2) offer current, significant educational, professional, or practical content with the specific objective of increasing each participant’s professional competency as an attorney. Programs created primarily for nonattorney audiences (for example, general public, clients, or business staff) do not qualify and will not be approved for general MCLE credit. More on Standards for MCLE activity Approval.
What is IOLTA?
IOLTA stands for Interest on Lawyers’ Trust Accounts. Attorneys deposit client funds that they plan to hold briefly, or that are too small to earn interest for the client, into larger shared accounts. Over 73,000 attorneys make deposits in approximately 49,000 IOLTA accounts in California. As of September 2019, IOLTA accounts hold nearly $5 billion. Any interest earned on these accounts is paid by financial institutions to the State Bar, which in turn distributes those funds as grants to qualified nonprofit civil legal organizations throughout the state.
Refer to the State Bar’s IOLTA FAQ page for more information.
You may request a refund within 60 days of your purchase as long as the course has not been accessed. Refunds for courses with technical issues will be prioritized. Processing may take up to 90 days. Credit card fees are nonrefundable.
After a complaint has been filed, how long does it take for disciplinary charges?
An investigation of a complaint typically takes up to six months to be completed. In particularly complex cases, the investigation could take as long as a year. Many complaints are diverted out of the process along the way. For example, there could be a referral to mandatory mediation (an agreement requiring the attorney to meet certain conditions) or the attorney’s participation in other programs.
What are the consequences for attorneys not reporting their pro bono hours?
Attorneys are asked to provide their best, good faith effort at reporting the amount of pro bono and/or reduced fee legal services hours provided to low-income individuals, nonprofit organizations, or public law libraries during the past year to meet the requirement of Business and Professions Code section 6073.2. Per section 6073.2(g), failure to comply with any of the provisions of this section is not grounds for disciplinary or administrative recourse.
What can’t the Ethics Hotline do?
The Ethics Hotline:
Cannot offer legal advice. Staff cannot tell you what to do, review documents, or recommend a specific course of action; they can only provide references to applicable rules and authorities.
Cannot assist with administrative or compliance issues, such as:
Client Trust Account Protection Program (CTAPP)
Law Corporations or Limited Liability Partnerships
The operative date has not yet been set; it depends on completion of the public comment and Board approval processes.
How should I manage potential conflicts of interest when enrolled in both the Law Office Study Program and the Certified Law Student Program?
Applicants enrolled in both programs, along with their respective supervisors, are expected to take proactive steps to avoid or address any actual or potential conflicts of interest or ethical issues. This includes exercising good judgment in situations where their dual roles may overlap. For example, an applicant who studies in the Law Office Study Program under the supervision of a judge should avoid appearing before that same judge when representing a client in the Certified Law Student Program.
If I am a certified law student through the CLS Program, can I take the California Bar Exam and still participate in the program?
Yes. To remain in the program, you must take your first eligible administration of the California Bar Exam, and your certification in the program will continue only until the State Bar releases results for that examination.
Who is eligible to apply?
You can participate in the program if you are currently enrolled in or have graduated from:
A Juris Doctor (JD) program: Have successfully completed one full year of studies and have passed or established exemption from the First-Year Law Students’ Examination, and be enrolled and in good academic standing in the second, third, or fourth year of law school.
A Master of Laws (LLM) program: Have a degree from a law school in a foreign jurisdiction that authorizes the applicant to practice law in that jurisdiction and is acceptable to the State Bar of California under the State Bar’s Guidelines for Applicants with a Foreign Language Degree; have successfully completed one semester or two quarters in an LLM program; be enrolled and in good academic standing in a second or subsequent semester or third or subsequent quarter of an LLM program; and have not failed to take or received results for the first California Bar Examination for which eligible, since first registering with the State Bar of California.
The Law Office Study (LOS) Program: Have successfully completed one full year in the Law Office Study Program, have passed the First-Year Law Students’ Examination, and be actively continuing the study of law in a law office through the Law Office Study Program.
What are the most common compliance mistakes?
Some of the most frequent compliance issues include:
Not performing monthly three-way reconciliations of the trust accounts
Errors in distribution calculations to both the law firms and clients
Designated licensee failing to supervise trust account recordkeeping performed by staff, bookkeepers, or outside vendors
Commingling personal and client funds, often through overpayment or underpayment of withdrawals from the trust account
Delayed or missing written notice to clients when funds are received on their behalf
Lack of documentation for deposits and disbursements, or incorrect amounts recorded
Failure to promptly distribute undisputed funds to the client or third party within 45 days
Missing or incomplete account journals that do not contain all required fields:
Date of each transaction
Client related to each transaction
Amount of each deposit and disbursement
Running balance
Failure to maintain client ledgers that contain all required fields:
Date of each transaction
Source of funds (payor) or payee of each transaction
Amount of each deposit and disbursement
Purpose of each transaction
Running balance
How do I securely send my trust account records?
All documents must be uploaded through the State Bar’s secure online portal. This system ensures encrypted, confidential transmission and complies with data privacy and privilege protections.
How are attorneys selected?
Initially, attorneys selected for compliance review will represent a cross-section of the legal community. In the future, the State Bar may select attorneys using a risk-based and random selection criteria. Factors may include prior trust account activity, self-reported information through CTAPP registration, or other factors driven by State Bar data and oversight priorities. Being selected for a compliance review is not, by itself, an indication of misconduct.
What happens if the complaint does not establish a serious violation?
If, after investigation, the evidence does not establish a serious violation, the State Bar may:
Issue a warning to the attorney;
Place the attorney on diversion, under which the attorney agrees to take corrective action; or
Issue an Agreement in Lieu of Discipline (ALD), under which the attorney agrees to take corrective action.
A warning, diversion, or an ALD is not considered discipline.
As a federal or state employee, am I exempt from completing NAT?
No. Although certain federal or state employees may be exempt from the general MCLE requirement, there are no exemptions from the NAT requirement for new licensees. (Rule 2.143.) You must complete NAT by your one-year admission anniversary deadline.
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