Estate Planning, Trusts & Probate

4.8

Estate Planning Essentials for Paralegals

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
OnDemand
6 hours
Charles Consagra
Barbara Danberg
Christin Miyahira
Michael Norvell
Tanner Pittman
With Charles I Consagra from Needle Law Firm + 4 others
Recorded June 25, 2025

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Course Includes
$319

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Overview

Wills, Trusts, POAs, Health Care Decisions, Tax Returns, and More Essential Documents and Tools

Prepare to perform your key estate planning tasks with confidence. This practical guide offers specialized case/client intake and communication tips, case management advice, will and trust essential provisions breakdowns, and an overview of top trust structures and their uses. You will also get an introduction to trusts and estates taxation, including sample documents and filing guidance. Come away with a working understanding of trusts and estates paralegals' duties and with the confidence to do the job. Register today!

  • Improve and customize your client intake and make sure all the necessary documents are gathered.
  • Learn how to better prepare clients for the estate planning process and organize case files.
  • Assist clients in creating and updating their medical decision-making documents.
  • Distinguish between different types of financial POAs and help clients designate proxies.
  • Identify key terms and parties of trusts and explore essential provisions.
  • Review tax documents you will encounter in estate planning and administration.
  • Steer clear of UPL with an overview of common gray areas.

Abbreviated Agenda

  1. Estate Planning Case Intake and Client Communications
  2. Powers of Attorney, Advance Directives, Disposition of Remains
  3. Intestacy Rules and Essential Will Provisions
  4. Types of Trusts and How to Draft Them for Attorney Review
  5. Ethics for Estate Planning Paralegals
  6. Taxation of Trusts and Estates 101
  7. Tax Documents, Deadlines, Submitting Returns

Related Topics

Product ID 100376

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Estate Planning Case Intake and Client Communications

    1. First Contact and Follow-up
    2. Preparing Clients for the Initial Meeting
    3. Information Needed for Preparing Estate Plans
    4. Documents Used in Will Plans and Trust Plans
    5. Organizing Signed Estate Planning Documents and Case Files
    6. Electronic Document Signing and Notarization

  2. Powers of Attorney, Advance Directives, Disposition of Remains

    1. Financial POAs
    2. Powers of Attorney for Health Care
    3. Statutory Forms Versus Non-Statutory Forms
    4. Immediate Powers Versus Springing Powers: Immediate, Springing, Durable, Non-Durable
    5. Living Wills/Advance Healthcare Directives
    6. Organ Donation
    7. Disposition of Remains (Wake, Funeral, Burial, Cremation, Etc.)

  3. Intestacy Rules and Essential Will Provisions

    1. Intestacy
    2. Important Terms
    3. Executors
    4. Coordinating Probate and Non-Probate Assets
    5. Codicils
    6. Testamentary Trusts and Pourover Wills

  4. Types of Trusts and How to Draft Them for Attorney Review

    1. Important Terms
    2. Trustee Designation, Powers, and Duties
    3. Revocable Trusts
    4. Irrevocable Trusts
    5. Assets Protection Trusts
    6. Charitable Trusts
    7. Special Needs Trusts
    8. Trust Funding and Execution
    9. Coordinating Trusts and Retirement Plan Assets

  5. Ethics for Estate Planning Paralegals

    1. Unauthorized Practice of Law
    2. Avoiding Conflicts
    3. Confidentiality
    4. Handling Signed Estate Planning Documents
    5. Some "Red Flags" of Elder Abuse and What to Do

  6. Taxation of Trusts and Estates 101

  7. Tax Documents, Deadlines, Submitting Returns

Who Should Attend

This intermediate level estate planning kit is designed to help you build your essential skills. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Charles I Consagra
Charles
Consagra
Needle Law Firm
Barbara S Danberg
Barbara
Danberg
Brockstedt Mandalas Federico, LLC
Christin A Miyahira
Christin
Miyahira
Hanh N. Archer, A Professional Corporation
Michael C Norvell
Michael
Norvell
Medicaid Planning & Resource Center, Law Firm, PLLC
Tanner W Pittman
Tanner
Pittman
Tanner Pittman, LLC
Speaker bio
Charles I Consagra

Charles Consagra

Needle Law Firm
Charles Consagra

is of counsel with Needle Law Firm, where he concentrates in the field of administrative law, with primary specialty in the areas of workers' compensation, unemployment compensation and Social Security. Since 1978, Mr. Consagra has been a part-time faculty member at Keystone College as an instructor in the areas of education, behavioral sciences, criminal justice and business law. He is an instructor in business for graduate students through Marywood University. Mr. Consagra earned his B.A. degree, magna cum laude, from the University of Scranton and his J.D. degree from Seton Hall University School of Law. He earned his Master of Arts degree in counseling psychology and his Master of Science degree in Ed from Marywood University. Mr. Consagra also holds a M.Div degree and Ph.D. degree (all but dissertations).

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Speaker bio
Barbara S Danberg

Barbara Danberg

Brockstedt Mandalas Federico, LLC
Barbara Danberg

is a partner at Brockstedt Mandalas Federico, LLC and practices in the areas of estate and trust planning and administration, tax, business and succession planning. She represents clients before the Internal Revenue Service and fiduciaries and beneficiaries concerning trusts. Taking a personal approach, she guides small business owners from the formation and choice of entity to retirement and succession planning. For over twenty-five years, Ms. Danberg has counseled families and businesses through the challenges that come with life's events, whether it is premarital planning, planning for the loss of a loved one, welcoming grandchildren or transitioning a family business to the next generation. Ms. Danberg represents tax exempt entities, and represents clients on like-kind exchanges, retirement planning and commercial transactions. Admitted to practice in Delaware and Maryland Courts, Ms. Danberg is also admitted to practice before the Internal Revenue Service and the United States Tax Court. Ms. Danberg has taught as an adjunct professor at Delaware Law School at Widener University as well as in the paralegal program.

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Speaker bio
Christin A Miyahira

Christin Miyahira

Hanh N. Archer, A Professional Corporation
Christin Miyahira

is a paralegal at Hanh N. Archer, A Professional Corporation located in Torrance, California. She practices estate planning, trust administration, probate, and business succession planning. Ms. Miyahira earned her bachelor's degree from California State University - Long Beach and her paralegal certificate from Cerritos College.

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Speaker bio
Michael C Norvell

Michael Norvell

Medicaid Planning & Resource Center, Law Firm, PLLC
Michael Norvell

graduated from the University of Florida Fredric G. Levin School of Law in 1976 and was admitted to The Florida Bar in November of 1976. Prior to entering law school, he served in the US Army from 1965-1967 where he was part of the Army Engineer Field Unit of the Ethiopia - U.S. Mapping Mission. This mission was the last ground mapping of an entire country ever undertaken. Mr. Norvell's practice has transitioned to late life issues, such a guardianship, Medicaid planning, trust and probate administration, and litigation. He has been working in the area for over 40 years and has two practices in the Leesburg area, with one office dedicated to the sole practice of Medicaid planning. Mr. Norvell is a member of the University of Florida President's Council.

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Speaker bio
Tanner W Pittman

Tanner Pittman

Tanner Pittman, LLC
Tanner Pittman

is the owner of the law firm of Tanner Pittman, LLC, with offices in LaGrange, Georgia, and Auburn, Alabama. He practices in estate planning, probate law, and civil litigation. Mr. Pittman is a member of the American Bar Association and State Bar of Georgia; and is admitted to practice before the Georgia Supreme Court, Court of Appeals, Federal District Court for the Northern District of Georgia, and all superior and lower Georgia courts. He earned his B.A. degree, magna cum laude, from Clemson University and his J.D. degree, with honors, from the University of Georgia School of Law.

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