Estate Planning, Trusts & Probate

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Trusts and Estates Law 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
6 hours
George Peek
Robyn Hicks-Guinn
R. Lance Pruitt
Paul Jones
With George S. Peek from von Briesen & Roper, s.c. + 3 others

Wed, Jul 29, 00:00 AM – 00:00 PM

Product ID 101701

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Course Includes
$319

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Overview

Practical Estate Planning and Administration Essentials

Paralegals play a pivotal role in helping attorneys provide critical legal services to clients in matters of trusts and estates, from drafting simple POAs and recording transfers to valuation and probate of the decedent's assets and the settling of the estate. This broad-based overview offers foundational knowledge to help accomplish the tasks paralegals typically handle in this area of law. Build your skills - register today!

  • Get a solid grasp of fundamental legal terminology and concepts.
  • Understand the laws of intestacy and their implications.
  • Explore typical types of trusts and their applications.
  • Ensure you can accurately assess the estate's value.
  • Learn how to assist in probate petition preparation and filing.
  • Get tips for effective communication with various stakeholders.
  • Clarify how to prevent unauthorized practice of law (UPL) in estate planning practice.

Abbreviated Agenda

  1. Legal Terms and Concepts, Laws of Intestacy, and Useful Practice Resources
  2. Legal Research and Case Intake Tips From the Pros
  3. Wills, Trusts, and Other Critical Estate Planning Documents
  4. Types of Trusts, Their Uses, and Basic Provisions
  5. Accounting and Recordkeeping: Tips From Experienced Paralegals
  6. Asset Valuation and Inventory
  7. Probate Process Assistance and Case Management
  8. Communication With Fiduciaries, Beneficiaries, and Third Parties
  9. Basic Preparation of Tax Documents for the Decedent, Trusts, and Estates
  10. Paralegal Ethics Issues in Trusts and Estates Practice

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Related Topics

Product ID 101701

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. Legal Terms and Concepts, Laws of Intestacy, and Useful Practice Resources

  2. Legal Research and Case Intake Tips From the Pros

  3. Wills, Trusts, and Other Critical Estate Planning Documents

    1. POAs(Powers of Attorney)
    2. Adult Guardianships/Conservatorships and Supported Decision-Making Agreements
    3. Healthcare Decision-Making Documents
    4. Wills, Testamentary Trusts

  4. Types of Trusts, Their Uses, and Basic Provisions

  5. Accounting and Recordkeeping: Tips From Experienced Paralegals

    1. Ensuring Proper Titling of Assets
    2. Funding Trusts
    3. Properly Recording Gifts and Transfers

  6. Asset Valuation and Inventory

  7. Probate Process Assistance and Case Management

    1. Estate Administration Tasks and Timeline
    2. Tips for Maintaining Deadlines
    3. Document Management

  8. Communication With Fiduciaries, Beneficiaries, and Third Parties

    1. Probate Notices
    2. Creditor Communications
    3. Notices of Proposed Action
    4. Obtaining Informed Consent
    5. Fielding Questions

  9. Basic Preparation of Tax Documents for the Decedent, Trusts, and Estates

  10. Paralegal Ethics Issues in Trusts and Estates Practice

    1. Preventing UPL (Unauthorized Practice of Law)
    2. Privilege and Confidentiality
    3. Duty of Competence
    4. Preventing Conflicts of Interest

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

George S Peek
George S.
Peek
von Briesen & Roper, s.c.
Robyn Hicks-Guinn
Robyn
Hicks-Guinn
Hicks-Guinn Law
R. Lance Pruitt
R. Lance
Pruitt
R. Lance Pruitt
Paul W Jones
Paul W.
Jones
Hale | Wood pllc
Speaker bio
George S Peek

George S. Peek

von Briesen & Roper, s.c.
George Peek

is a shareholder with von Briesen & Roper, s.c. in the firm's trusts and estates section. He assists clients in a broad range of estate planning and administration services, including estate and trust administration, preparation of estate planning documents, and representations in guardianships/conservatorships, and is a frequent presenter in these areas. Mr. Peek deals with estate and probate tax issues. In addition, he has litigated several complex estate planning issues, including inheritance disputes. Beyond his estate planning practice, Mr. Peek counsels both for profit and not-for-profit businesses on organization, succession, reorganization and real estate. His experience includes contracting, corporate governance, and risk management, and is premised on gaining an understanding of his clients' financial and non-financial goals. Mr. Peek serves as a panel arbitrator for the State Bar of Wisconsin Panel of Fee Arbitrators for Wis. Stats. Ch. 788 disputes. He earned his B.A. degree from the University of Nebraska Omaha and his J.D. degree from Marquette University Law School. Mr. Peek is a member of the State Bar of Wisconsin, American Bar Association, Seventh Circuit Bar Association and the Milwaukee Bar Association. Mr. Peek is admitted to practice in Wisconsin, Illinois, U.S. District Court Eastern and Western districts of Wisconsin, Western District of Michigan and the U.S. Court of Appeals Seventh Circuit.

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Speaker bio
Robyn Hicks-Guinn

Robyn Hicks-Guinn

Hicks-Guinn Law
Robyn Hicks-Guinn

is the principal at Hicks-Guinn Law in Charlotte, North Carolina, where she counsels individuals, small business owners, and families in estate planning, business succession planning and guardianships. Ms. Hicks-Guinn also advises businesses as general corporate counsel. She is a current board member for the Mecklenburg County Bar, the immediate past chair of the Mecklenburg County Bar Estates Division and has served on numerous committees bars, boards and committess in the private and public sector. Ms. Hicks-Guinn earned her B.S. degree from the University of North Carolina at Chapel Hill and her J.D. degree from North Carolina Central University School of Law. She is admitted to practice in North Carolina and U.S. District Court for the Western District.

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Speaker bio
R. Lance Pruitt

R. Lance Pruitt

R. Lance Pruitt
R. Lance Pruitt

provides consultation and solutions to clients in the areas of estate planning, asset protection and business succession planning. Prior to his current employment, Mr. Pruitt practiced law for several years, concentrating his practice in the areas of estate and tax planning, tax litigation, estate administration and corporate law. He was previously an adjunct professor at Tusculum College and Tennessee Wesleyan University, where he taught business law for several years. Mr. Pruitt earned his B.S. degree from The University of Tennessee at Knoxville, his J.D. degree from Southern Illinois University School of Law, and his LL.M. degree from the University of Missouri-Kansas City.

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Speaker bio
Paul W Jones

Paul W. Jones

Hale | Wood pllc
Paul Jones

is a partner in the law firm of Hale | Wood pllc, where he practices in the areas of tax, business, estate planning, wills, trust, probate, and real estate. He is admitted to practice before the Utah Supreme Court, Federal District Court of Utah and the U.S. Tax Court. Mr. Jones is a member of the Utah State Bar. He is also a licensed certified public accountant. Mr. Jones earned his B.A. degree and his J.D. degree, with honors, from the University of Utah; and his Masters of Prof. Accountancy degree from Weber State University.

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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.
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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.

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