Avoid Common Estate Administration Accounting and Distribution Errors
Course book included with all formats
Avoid Common Estate Administration Accounting and Distribution Errors
Estate administration can expose a paralegal to many different potential pitfalls. Are you prepared to handle each important step of this process to avoid costly and time-consuming mistakes? This insightful course will take a closer look at some of the top traps in estate administration, from improper handling of the estate assets to creditor claims, the final account and more. Avoid falling into these damaging estate administration traps - register today!
10:00 am to 5:00 pm Eastern Standard Time
including - Ethics: 1.00
This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
including - Ethics: 1.00
This program may qualify for up to 6.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of ethics. No more than 4.0 hours of self-study CLE credit may be earned during a reporting period.
including - Ethics: 1.00
Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).
NBI, Inc. is licensed by the New Hampshire Department of Education Office of Career School Licensing. There are no enrollment prerequisites or admissions requirements for this course, and there is no exam or grading system. Satisfactory progress is based solely on attendance at the course. Credits may not be transferred. All refunds shall be paid within 30 days upon written notification from a student of cancellation or withdrawal. Students receiving benefits from federal programs shall be subject to federal refund policies, rules and regulation. Student complaints should be directed to our office at (800) 930-6182. Upon exhausting all avenues with NBI, Inc. for resolution, students may file a complaint with the Office of Career School Licensing at (603) 271-6443.
SARAH J. BARNES is an attorney and trust officer with the Bank of Sun Prairie in Sun Prairie, Wisconsin, where she handles all types of trust and estate administration matters. Ms. Barnes also deals with tax related matters. She previously was in private practice where she practiced in the areas of estate planning, probate, elder law, and frequently served as a court appointed guardian ad litem in guardianship matters. Ms. Barnes earned her B.A. degree from Edgewood College and her J.D. degree from Marquette University Law School. Her professional memberships include the State Bar of Wisconsin, Dane and Sauk County bar associations, Legal Association of Women, and the Madison Estate Planning Council. Ms. Barnes is admitted to practice in Wisconsin.
LOUIS A. SILVERMAN has been practicing law in Arizona since 1981. From 1981 through 2005, Mr. Silverman’s practice included many aspects of litigation, including family law, civil litigation, and personal injury and wrongful death. In addition, he included estate planning and estate administration. Mr. Silverman has narrowed his practice focus to estate planning, estate administration, probate law, and related tax matters. He accomplished this transition through affiliations with professional estate planning associations, ongoing continuing education, and accepting only estate planning and estate administration matters. In 2015, Mr. Silverman became board-certified in estate and trust law by the State Bar of Arizona. His practice emphasizes estate planning, which includes wills and trusts and other estate planning devices, and trust administration and probate, which includes death probate, guardianship, and conservatorship. Mr. Silverman has served as judge pro tem on the Maricopa County Superior Court. He is a member of WealthCounsel and is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona. Mr. Silverman is on the Board of Trustees of Southwest College of Naturopathic Medicine and past president of the Board of Directors of Tempe Leadership. He is a frequent speaker on National Business Institute’s educational panels and also lectures to local groups on estate planning issues. Mr. Silverman earned his B.S. degree in business from Arizona State University and his J.D. degree from South Texas College of Law in Houston. He is admitted to practice in the state courts of Arizona and Texas, the U.S. District Court for Arizona, and the Western District of Texas.
Institute for Paralegal Education
PO Box 3187
Eau Claire, WI 54702
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All the Dos and Don'ts for Litigation Documents You Work With Every Day
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Tackle Problems With Pushy Clients, Negligent Lawyers, Attorney Supervision, and More
Find What You're Looking for, and Fast
Make Your Position as a Paralegal Clear and Stay Out of Hot Water
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