Course book included with all formats
Understanding the ins and outs of trusts is invaluable knowledge for paralegals working in trusts and estates areas. Are you prepared to navigate every step of the process? This essential guide will walk you through the essentials of trust drafting and administration and explore practical ways in which paralegals can assist the firm. Get an overview of the trust drafting process to ensure that you are including all of the necessary forms and financial information. Identify critical trust administration duties and powers and prevent common mistakes. Order today!
11:00 am to 6:00 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 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 6.0 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 6.0 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 6.0 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 6.0 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 6.0 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 6.0 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.
Approved by the Paralegal Division of the State Bar of New Mexico for 6.0 general self-study credit and 0.0 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.
LEE CRAIG is a sole practitioner in Richardson, Texas, where she concentrates in trusts and estates, elder law, Medicaid planning, contracts, wills, probate, business law, estate planning, and guardianship. Ms. Craig has lectured to professionals and civic organizations on elder law, Medicaid eligibility, asset protection, and estate planning for elders. She earned her B.F.A. degree from North Texas State University and her J.D. degree from Southern Methodist University. Ms. Craig is a member of the State Bar of Texas (Real Property, Wills, Trusts and Probate sections) and the College of the State Bar of Texas.
MICHAEL A. KIRTLAND is the managing member of the law firm of Kirtland & Seal, L.L.C., in Colorado Springs, Colorado, where he limits his practice to the areas of estate planning, wills and trusts, probate, elder law, mediation and ethics. Mr. Kirtland is a member of the American Bar Association’s Real Property, Trust and Estate Law Section, and is the past chair of the Elder Law, Disability Planning and Bioethics Group. He is a member of the Senior Lawyers Division, where he is a past council member. Mr. Kirtland is also a member of the Colorado Bar Association (chair, Elder Law Section; past chair, Joint Task Force on Advance Health Care Directives; past chair, Trust and Estates Section's Forms Book Committee; member, Ethics Committee). He is past chair of the Judicial Performance Commission for Colorado’s Fourth Judicial District. He is a past vice president and member of the Board of Directors of the National Elder Law Foundation, and is a fellow of the National Academy of Elder Law Attorneys. Mr. Kirtland is a registered mediator with the Alabama State Bar and practices mediation in elder law, trust and estate, and probate matters. He has published numerous articles in a variety of legal publications. Mr. Kirtland earned his B.A. degree from Coe College and his M.P.A. degree, summa cum laude, from the University of Colorado, Colorado Springs. He received his J.D. degree, magna cum laude, from Faulkner University’s Jones School of Law and his LL.M. degree in taxation from the University of Alabama School of Law. Mr. Kirtland is licensed to practice law in both Alabama and Colorado. He is admitted to the U.S. Supreme Court, U.S. Tax Court, U.S. Courts of Appeals for the Tenth and Eleventh circuits, as well as the Federal District courts for the Middle District of Alabama and for the District of Colorado. He is one of only seven attorneys in the state of Colorado designated as a certified elder law attorney by the National Elder Law Foundation.