Course book included with all formats
Ensuring that clients properly inform beneficiaries of the status of the estate is an important responsibility paralegals can help with. This guide will take you through accounting principles to ensure clients perform their fiduciary duties. Properly prepare inventories and file the necessary tax forms. Donâ€™t miss the opportunity to enhance your knowledge of estate accounting - order today!
Session time: 1:00 PM - 2:00 PM Eastern
Presenter: Erika L. Jurgenson
This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
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.
This course will qualify for 1.0 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.
This course will qualify for 1.0 hours of distance learning 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. No more than 3.0 hours of distance learning CLE credit may be earned during a reporting period.
This program may qualify for up to 1.0 hours of self-study CLE credit by the Montana Commission on Continuing Legal Education, including 0.0 hour of ethics. No more than 4.0 hours of self-study CLE credit may be earned during a reporting period.
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 self-study credit required to maintain the CLA (Certified Legal Assistant) credential.
This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 1.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.
This program has been approved by the North Carolina State Bar Board of Paralegal Certification for computer-based 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.
This course will qualify for 1.0 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.
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).
Approved for 1.0 CLE self-study credit by the Washington State Paralegal Association (WSPA).
ERIKA L. JURGENSON is a paralegal with Huck Bouma PC, in the firm’s estate and trust administration group. She joined the firm in 2015, bringing with her a diverse legal background and a dedication to client service. Ms. Jurgenson specializes in the administration of trusts and estates; trust funding; and various types of asset titling, including real estate transfers. She is available to guide families through every step of the administration process, including probate estates. Ms. Jurgenson also initiates and manages guardianship estates for minor children and disabled adults. She also assists the firm’s business services division, providing a variety of services to our corporate clients including entity formations and dissolutions, mergers, assignments of assets and interests, and audit and management of corporate record books. Ms. Jurgenson received her B.A. degree from Illinois State University and received her paralegal certificate in 2007.