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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
- Organizing Document Preparation
- Beneficiary Designations
- What Makes a Valid Will? Key Provisions Paralegals Need to Know
- Types of Trusts and Their Key Provisions
- Fiduciary Tax Returns
- Financial Powers of Attorney
- Adult Guardianships and Conservatorships
- Medical Advance Directives and Healthcare POAs
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
6 Total |
| Indiana Paralegal CLE |
|
6 Total |
| NALA |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Select Jurisdiction
Paralegal
Agenda
-
Organizing Document Preparation
- Document Management and Retention Systems
- Client Questionnaire and Initial Documents Gathering
- Compiling an Estate Inventory
-
Beneficiary Designations
-
What Makes a Valid Will? Key Provisions Paralegals Need to Know
- Standard Provisions of a Simple Will
- Disinheritance and No Contest Clauses
- Guardianship of Minors
- Creating and Using Templates
- Attorney Review
-
Types of Trusts and Their Key Provisions
- Types of Trusts and Their Functions
- Common Elements of Trust Agreements
- Understanding Trust Language
- Assets Used to Fund the Trust and Recording the Transfer
-
Fiduciary Tax Returns
- Navigating Federal Tax Forms in Estate Planning
- Tax Consequences of Estate Planning Documents
- Tax Status of Common Trusts
- Drafting With State and Federal Taxation in Mind
-
Financial Powers of Attorney
-
Adult Guardianships and Conservatorships
-
Medical Advance Directives and Healthcare POAs
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
Speaker bio
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 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 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 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
Cheryl Holst
is a senior trust/estate and tax paralegal at Spencer Fane LLP. She prepares federal and state individual income tax returns, charitable organization informational returns, fiduciary income tax returns, federal and state estate tax returns and federal gift tax returns, and any other returns deemed necessary by supervising attorney. Ms. Holst is proficient in various state tax returns. She monitors and maintains the master list for individual, fiduciary and gift tax preparation for all firm clients, as well as tax files and tax information. Ms. Holst prepares and organizes data during estate tax and gift tax audits. She prepares estate planning documents, including powers of attorney, wills, deeds, revocable trusts, and irrevocable trusts, and is proficient in estate and trust administrations. Ms. Holst researches estate planning procedures in various states, and assist attorneys with certain state guidelines. She is a member of NALA and the St. Louis Paralegal Association, and volunteers with the IRS program VITA. Ms. Holst earned her A.A. degree in paralegal studies from Lewis & Clark Community College and her B.A. degree in business administration/management from Harding 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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