Essential Elements of Estate Planning Documents
Course book included with all formats
It is imperative that paralegals have first-rate organizational skills and superior attention to detail when it comes to drafting wills and trusts. This essential guide will provide you with the important elements you need to assemble accurate, comprehensive documents. You will also gain valuable information concerning tax filling and applicable accounting principles. Ensure you have a solid understanding of the key aspects of wills and trusts - order today!
2:00 PM to 5:15 PM
Break 3:30 - 3:45
Presenter: Karen L. Brady
This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
This course will qualify for 3.0 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 3.0 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 3.0 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 3.0 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 3.0 hours, including 0.0 ethics, of continuing legal assistant education self-study credit required to maintain the CLA (Certified Legal Assistant) credential.
This course will qualify for 3.0 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 3.0 general self-study credit and 0.0 ethics self-study credit (for a total of 3.0 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.
KAREN L. BRADY is the president and sole shareholder in the Arvada law firm of the Law Office of Karen Brady, P.C., where she practices primarily in the areas of estate planning and business planning. Ms. Brady is the co-author of several books on estate planning. She is also a frequent speaker to attorneys, financial professionals, and the general public on a variety of estate planning topics. She is a member of the First Judicial District, Colorado and American bar associations; as well as the WealthCounsel Attorney Association. Ms. Brady earned her B.A. degree, cum laude, from Georgetown University; and her J.D. degree, magna cum laude, from the University of Michigan Law School. She was previously an instructor at the University of Denver, as well as the Denver Paralegal Institute.