Live Audio Webinar

Probate: What Paralegals Need to Know

Audio Webinar

Date:

Wednesday, August 29, 2018

Product ID#:

80093ER

Time:

Eastern: 4:00 PM - 5:00 PM

Central: 3:00 PM - 4:00 PM

Mountain: 2:00 PM - 3:00 PM

Pacific: 1:00 PM - 2:00 PM

$99.00

$89 / Each Additional

Includes Downloadable Course Book

Credit Information

Choose State:



Other

  • National Association of Legal Assistants, Inc. - 1.00
  • National Federation of Paralegal Associations, Inc. - 1.00

Program Description

Your Essential Guide to Probate

Are you prepared to handle all of the necessary procedures and filing requirements in probate? The steps taken at the beginning of a probate case can set the tone for everything that follows- ensure that you have all of the necessary documents for filing while adhering to the timeline for filings and carrying it through to the final accounting and distribution. Don't miss this opportunity to build your skill set - register today!

  • Discuss how to efficiently handle the opening of the estate.
  • Review the typical timeline for probate filings.
  • Gain valuable tips for handling tax issues associated with probate.
  • Follow thorough closing procedures so accounting is complete before distribution takes place.

Who Should Attend

This intermediate level course will allow attendees to effectively navigate probate. Those who should attend include:

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

Course Content

  • The Initial Filing: Opening the Estate
  • Documents to Include and Required Notices
  • Timeline for Proper Probate Filings
  • Inventory and Administration of the Estate
  • Tips for Minimizing Estate Tax Burdens
  • Closing the Estate- Final Accounting and Distribution

Continuing Education Credit

California MCLE Paralegal – California MCLE Paralegal: 1.00

DPA Delaware Certified Paralegal Program – DPA Delaware Certified Paralegal Program: 1.00

Florida Registered Paralegal Program – Florida Registered Paralegal: 1.00

Indiana Paralegal CLE – Indiana Paralegal CLE: 1.00

Montana CLE Credit for Paralegals – Montana CLE Credit for Paralegals: 1.00

National Association of Legal Assistants, Inc. – NALA: 1.00

National Federation of Paralegal Associations, Inc. – NFPA: 1.00

North Carolina State Bar Board of Paralegal Certification – North Carolina Continuing Paralegal Education: 1.00

Ohio Certified Paralegals – Ohio Certified Paralegals: 1.00

Paralegal Division of the State Bar of New Mexico – Paralegal Division of the State Bar of New Mexico: 1.00

TBLS Paralegal Certification – TBLS Paralegal Certification: 1.00 *

Washington State Paralegal Association – Washington State Paralegal Association: 1.00


* denotes specialty credits

Agenda / Content Covered

Session Time 4:00 - 5:00 PM Eastern
Presenter: KC Knox

  • The Initial Filing: Opening the Estate
  • Documents to Include and Required Notices
  • Timeline for Proper Probate Filings
  • Inventory and Administration of the Estate
  • Tips for Minimizing Estate Tax Burdens
  • Closing the Estate- Final Accounting and Distribution

KC KNOX is a partner with Hymes Schreiber & Knox LLP, where she is in charge of probate and trust administrations and litigations. Her areas of practice include probate administration, probate litigation, estate planning, trust administration, trust litigation, and asset protection. Ms. Knox is an adjunct professor at Abraham Lincoln University School of Law, teaching wills, trusts and estates, and community property. She is a member of the San Fernando Valley, Los Angeles County, and State Bar of California, as well as on the San Fernando Valley Probate Settlement Panel. Ms. Knox earned her B.A. degree from the University of California, Santa Barbara, and her J.D. degree from the University of San Diego School of Law. She has been admitted to practice in California since 2004.

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

Accreditation Details:

California MCLE Paralegal

CA CAP: 1.00
This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).


DPA Delaware Certified Paralegal Program

DE DEPAR: 1.00
This course will qualify for 1.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.


Florida Registered Paralegal Program

FL FLRPA: 1.00
This course will qualify for 1.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Florida Registered Paralegal Program.


Indiana Paralegal CLE

IN INPAR: 1.00
This course will qualify for 1.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements as a paralegal affiliate member of the Indiana State Bar Association.


Montana CLE Credit for Paralegals

MT MPA: 1.00
Approved for 1.0 hours of CLE credit by the Montana Commission on Continuing Legal Education, including 0.0 hour of ethics.


National Association of Legal Assistants, Inc.

N LA: 1.00
This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc., for 1.0 hours, including 0.0 ethics, of continuing legal assistant education credit required to maintain the CLA (Certified Legal Assistant) credential.


National Federation of Paralegal Associations, Inc.

N PAR: 1.00
This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 1.0 hours of Continuing Legal Education, including 0.0 hour of ethics.


North Carolina State Bar Board of Paralegal Certification

NC NCPA: 1.00
This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 1.0 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.


Ohio Certified Paralegals

OH OHPA: 1.00
This course will qualify for 1.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.


Paralegal Division of the State Bar of New Mexico

NM NLA: 1.00
Approved by the Paralegal Division of the State Bar of New Mexico for 1.0 general and 0.0 ethics (for a total of 1.0 hours CLE).


TBLS Paralegal Certification

TX TXPAR: 1.00 Includes - Estate Planning and Probate Law: 1.00
This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education for paralegals and legal assistants. Certification areas: estate planning and probate law.


Washington State Paralegal Association

WA WPA: 1.00
Approved for 1.0 CLE credits by the Washington State Paralegal Association (WSPA).


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Questions


How To Order

Web: Order Now
Call: 800.793.5274
Fax: 715.835.1405
Mail: IPE
P.O. Box 3067
Eau Claire, WI 54702