Estate Planning, Trusts & Probate

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Estate Planning Documents A-Z 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
Live Online + OnDemand
6 hours
Dana Walsh Sivak
Michael Shapiro
Priscilla Nash
Michael Norvell
Christopher Denney
With Dana Walsh Sivak from Falcon Rappaport & Berkman LLP + 4 others

Wed, Dec 03, 00:00 AM – 00:00 PM

Product ID 101343

Register For Course

Course Includes
$319

Live Webinar Registration

OnDemand Video

Video Download

Course Book Download

OnDemand content will be available within 14 days of event date.


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Overview

Critical Provisions and Their Uses

Estate planning requires of paralegals broad knowledge and specific skills to properly structure the essential elements of estate planning documents. This course reviews core clauses of wills, trusts, POAs, guardianships, and other critical succession forms and documents you'll need to draft, complete, and gather. Ensure you have a solid understanding of the key aspects of estate plans - register today!

  • Take a closer look at the key components of wills.
  • Craft better proxy documents.
  • Explore the ins and outs of drafting trusts.
  • Navigate federal tax forms to quickly find the right information.

Abbreviated Agenda

  1. Organizing Document Preparation
  2. Beneficiary Designations
  3. What Makes a Valid Will? Key Provisions Paralegals Need to Know
  4. Types of Trusts and Their Key Provisions
  5. Fiduciary Tax Returns
  6. Financial Powers of Attorney
  7. Medical Advance Directives and Healthcare POAs
  8. Adult Guardianships and Conservatorships
Product ID 101343

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. Organizing Document Preparation

    1. Document Management and Retention Systems
    2. Client Questionnaire and Initial Documents Gathering
    3. Compiling an Estate Inventory
  2. Beneficiary Designations

  3. What Makes a Valid Will? Key Provisions Paralegals Need to Know

    1. Standard Provisions of a Simple Will
    2. Disinheritance and No Contest Clauses
    3. Guardianship of Minors
    4. Creating and Using Templates
    5. Attorney Review
  4. Types of Trusts and Their Key Provisions

    1. Types of Trusts and Their Functions
    2. Common Elements of Trust Agreements
    3. Understanding Trust Language
    4. Assets Used to Fund the Trust and Recording the Transfer
  5. Fiduciary Tax Returns

    1. Navigating Federal Tax Forms in Estate Planning
    2. Tax Consequences of Estate Planning Documents
    3. Tax Status of Common Trusts
    4. Drafting With State and Federal Taxation in Mind
  6. Financial Powers of Attorney

  7. Medical Advance Directives and Healthcare POAs

  8. Adult Guardianships and Conservatorships

Who Should Attend

This basic level course will teach attendees how to handle the paralegal duties associated with estate planning documents. Those who should attend include:

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

Speakers

Dana Walsh Sivak
Dana
Walsh Sivak
Falcon Rappaport & Berkman LLP
Michael B Shapiro
Michael B.
Shapiro
Falcon Rappaport & Berkman LLP
Priscilla J Nash
Priscilla J.
Nash
Group Legal Services
Michael C Norvell
Michael C.
Norvell
Medicaid Planning & Resource Center, Law Firm, PLLC
Christopher E Denney
Christopher E.
Denney
Silvermark CPAs & Advisors
Speaker bio
Dana Walsh Sivak

Dana Walsh Sivak

Falcon Rappaport & Berkman LLP
Dana Walsh Sivak

is a partner at Falcon Rappaport & Berkman LLP, and serves as co-chair of the firm's elder law practice group, as well as a member of its litigation and cannabis law practice groups. An accomplished author, Ms. Walsh Sivak's work has been published in a number of prestigious legal publications, including the New York Law Journal, New York State Bar Association Elder Law & Special Needs Journal, Nassau Lawyer and Suffolk Lawyer. She has received numerous honors, including the Forty Under 40 Award for Rising Stars in Business, "Who's Who in Healthcare Law," "Ones to Watch: Law", and the St. Vincent DePaul Legal Program Award. Ms. Walsh Sivak earned her B.S. degree, magna cum laude, from St. John's University and her J.D. degree from St. John's University School of Law. She holds a certificate with the state Certified Court Evaluator, Counsel for Alleged Incapacitated Persons and Guardian for Incapacitated Persons. Ms. Walsh Sivak is a member of the Nassau County Bar Association, co-vice chair of Elder Law Committee, Cannagather and the St. John's University School of Law Alumnae Leadership Council. She is admitted to practice in New York.

Speaker bio
Michael B Shapiro

Michael B. Shapiro

Falcon Rappaport & Berkman LLP
Michael Shapiro

is a partner at Falcon Rappaport & Berkman LLP in their private client practice group. His practice encompasses all aspects of estate and succession planning, including wills, trusts, special needs planning, estate administration, and closely held business succession planning. Mr. Shapiro is well-versed in areas related to estate planning and administration, such as estate and gift tax, real estate transactions, elder law, and Medicaid planning. He earned his B.S. degree from Long Island University and his J.D. degree from St. John's University School of Law. Mr. Shapiro is a member of the New York State Bar Association and Nassau County Bar Association. He is admitted to practice law in New York.

Speaker bio
Priscilla J Nash

Priscilla J. Nash

Group Legal Services
Priscilla Nash

has been a legal assistant for Group Legal Services for 24 years. She works for George Flores, one of the in-house counsels for Group Legal Services, which serves the San Antonio Police and Fire Fighters in areas of family law, probate, guardianships, estate planning, real estate and litigation. Ms. Nash serves on the Board for the San Antonio Paralegal Association as treasurer and the pro bono sub-chair for District 5 of the State of Texas Paralegal Division, San Antonio Paralegal Association, San Antonio Bara Association-Legal Operations Section, San Antonio Legal Services Association as the paralegal representative and mentorship chair and pro bono sub-chair for the State Bar Paralegal Division. She speaks frequently on many legal topics, including ethics. Ms. Nash received her associate degree in applied science for legal assistants from Alvin Community College.

Speaker bio
Michael C Norvell

Michael C. 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.

Speaker bio
Christopher E Denney

Christopher E. Denney

Silvermark CPAs & Advisors
Christopher Denney

, MPA, MST, CPA, CGMA, ABV, CVA, CM & AA, CFF, CEPA, IFRS, is the managing member with Silvermark CPAs & Advisors, where he has more than 20 years of consulting experience. He has represented three Big 4 accounting firms, some in tax leadership roles, and a Fortune 500 Company as a tax officer. Mr. Denney's strengths are in identifying tax planning opportunities and areas of tax risk, and some of his tax research has been nationally published. He is a member of the American Institute of Certified Public Accountants, and the ABV Section; Indiana CPA Society; National Association of Certified Valuation Analysts; and Ball State University Accounting Department Executive Advisory Council. Mr. Denney earned his B.S. degree in accounting from Ball State University and both of his M.S. degrees, in taxation and professional accountancy, from Indiana University.

Top FAQs

What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.

How do I access my courses?

Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.

Do you have options for attendees who are deaf or hard of hearing?

Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.

Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.

When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

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