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| From Event: The Paralegal's Guide to Revocable Living Trusts, held November 2010.
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Program Description
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Living trusts are a popular, and sometimes important, part of many estate plans. Discover when a revocable living trust is a better alternative than a simple will and what provisions must and should be included to give it the desired power.
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Course Content
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- Traditional Estate Planning vs. Revocable Trust Planning
- Credit Shelter Trusts
- Marital Deduction Trusts
- Qualified Terminable Interest Trusts (QTIPs)
- Drafting Tips and Samples
- Common Mistakes to Avoid
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Continuing Education Credits:
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Florida Registered Paralegal Program - Florida Registered Paralegal: 1.25 FL - Credit Approval Expiration 11/10/2012
National Association of Legal Assistants, Inc. - NALA: 1.25 National - Credit Approval Expiration 11/10/2012
North Carolina State Bar Board of Paralegal Certification - North Carolina Continuing Paralegal Education: 1.25 NC - Credit Approval Expiration 11/12/2012
Ohio Certified Paralegals - Ohio Certified Paralegals: 1.25 OH - Credit Approval Expiration 11/10/2012
Paralegal Division of the State Bar of New Mexico - Paralegal Division of the State Bar of New Mexico: 1.00 NM - Credit Approval Expiration 11/10/2012
Washington State Paralegal Association - Washington State Paralegal Association: 1.00 WA - Credit Approval Expiration 11/10/2012
* denotes specialty credits
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Note: This course does not qualify for NBI Subscription savings. For information on IPE bulk pricing options, please call 1-800-793-5274.
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Agenda / Content Covered:
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Session Time: 1:00 PM - 2:15 PM Eastern
Presenter: Alex Espenkotter - Traditional Estate Planning vs. Revocable Trust Planning
- Credit Shelter Trusts
- Marital Deduction Trusts
- Qualified Terminable Interest Trusts (QTIPs)
- Drafting Tips and Samples
- Common Mistakes to Avoid
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ALEX ESPENKOTTER is a partner in the Estate Planning and Wealth Transfer Group of Heller Waldman P.L. He represents affluent individuals, families, banks and trust companies on a wide array of estate planning matters with a major emphasis on minimizing federal transfer taxes, creating wills and trusts, administering estates and trusts, planning for business succession, fiduciary representation, charitable giving, pre-immigration taxation and asset protection. He has earned the distinction of being a Board Certified Specialist in Wills, Trusts & Estates by the Florida Bar and holds a Master of Laws degree (LL.M.) in Estate Planning. Mr. Espenkotter has also been identified as a "2010 Rising Star" in the Florida Super Lawyers publication and as a "Top Up & Comer" by the South Florida Legal Guide.
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Please refer to Continuing Education Credit FAQ for general information about seeking
credit for your participation in one of our continuing education programs.
Additionally, our team of credit specialists are here to answer your specific credit-related
questions weekdays 7am - 5pm Central:
Phone: 866-240-1890
Email: credit@nbi-sems.com
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ACCREDITATION DETAILS:
Florida Registered Paralegal Program
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FL
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FLRPA:
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1.25
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Credit Approval Exp 11/10/2012
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This course will qualify for 1.25 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program.
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National Association of Legal Assistants, Inc.
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N
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LA:
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1.25
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Credit Approval Exp 11/10/2012
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This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc., for 1.25 hours, including 0.0 ethics, of continuing legal assistant education self-study credit required to maintain the CLA (Certified Legal Assistant) credential.
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North Carolina State Bar Board of Paralegal Certification
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NC
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NCPA:
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1.25
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Credit Approval Exp 11/12/2012
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This program has been approved by the North Carolina State Bar Board of Paralegal Certification for self-study continuing paralegal education credit in the amount of 1.25 hours, of which 0.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.
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Ohio Certified Paralegals
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OH
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OHPA:
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1.25
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Credit Approval Exp 11/10/2012
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This course will qualify for 1.25 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
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Paralegal Division of the State Bar of New Mexico
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NM
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NLA:
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1.00
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Credit Approval Exp 11/10/2012
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Approved by the Paralegal Division of the State Bar of New Mexico for 1.0 general self-study credit and 0.0 ethics self-study credit (for a total of 1.0 hours CLE).
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Washington State Paralegal Association
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WA
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WPA:
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1.00
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Credit Approval Exp 11/10/2012
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Approved for 1.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
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| Web: |
Order Now
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| Call: |
800.793.5274 |
| Fax: |
715.835.1405 |
| Mail: |
IPE
P.O. Box 3067
Eau Claire, WI 54702
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