Course book included with all formats
Paralegals are responsible for many critical aspects through the administration of estates and trusts. Manage your tasks efficiently and completely with this essential guide. Gain a firm understanding of the core concepts for trust and estate administration. Get ready to assist attorneys, personal representatives, and financial professionals in managing aspects of the estate from start to finish. Order today!
10:00 am to 5:00 pm Eastern Standard Time
This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
This course will qualify for 6.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
This course will qualify for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program.
This course will qualify for 6.0 hours of distance learning continuing education for paralegals, including 1.0 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 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.
This seminar meets the requirements of the NALA Certifying Board for 6.0 hours, including 1.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 1.0 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 6.0 hours, of which 1.0 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 6.0 hours of self-study continuing education for paralegals, including 1.0 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 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).
Approved for 6.0 CLE self-study credit by the Washington State Paralegal Association (WSPA).
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.
T. JAMES LEE is a shareholder and director in the Phoenix office of Fennemore Craig, P.C., and chairs the firm’s private wealth preservation (trusts and estates) practice group. He is certified as a trust and estate specialist by the State Bar of Arizona, and practices in the areas of estate planning, trust and estate administration, charitable giving, business design and structuring, international taxation, and commercial transactions. Mr. Lee serves on Arizona’s Estate and Trust Advisory Commission, and is also a member of the American Bar Association, the Utah State Bar, the ABA's Committee on Estate and Gift Taxes (Taxation Section), and is a fellow of the American College of Trust and Estate Counsel (ACTEC). He earned his B.A. degree in business management from Brigham Young University, with distinction as the top business school graduate in the area of entrepreneurship. He graduated, with honors, from the J. Reuben Clark Law School at BYU.
PAUL F. WRIGHT is a senior partner with The Wright Firm LLP, and the managing partner of the firm’s Dallas office. His practice concerns fiduciary and business litigation, contested and uncontested probate and guardianship matters, as well as estate and business planning. His litigation practice focuses on resolving estate and trust disputes, as well as representing closely-held and middle-market businesses. Mr. Wright’s transaction practice involves counseling individuals, families, widows, business owners and professionals (primarily physicians) in estate and tax planning, wealth preservation, post-divorce planning and asset rehabilitation, and advising business owners regarding ongoing legal matters that affect businesses. Mr. Wright is a licensed attorney and a certified public accountant, and is board certified in estate planning & probate law by the Texas Board of Legal Specialization. He is a member of the Dallas Bar Association, the American Bar Association, the Texas Society of CPAs, the National Academy of Elder Law Attorneys, and the National College of Probate Judges. Mr. Wright earned his B.S. degree in accounting from the University of North Texas, his M.S. degree in taxation from the University of North Texas, and his J.D. degree from South Texas College of Law.