Wills, Trusts, POAs, Health Care Decisions, Tax Returns and More Essential Documents and Tools
Prepare to perform your key estate planning tasks with confidence. This practical guide offers specialized case/client intake and communication tips, case management advice, will and trust essential provisions breakdowns, and an overview of top trust structures and their uses. You will also get an introduction to trusts and estates taxation, including sample documents and filing guidance. Come away with a working understanding of trusts and estates paralegals' duties and with the confidence to do the job. Register today!
Improve and customize your client intake and make sure all the necessary documents are gathered.
Learn how to better prepare clients for the estate planning process and organize case files.
Assist clients in creating and updating their medical decision-making documents.
Distinguish between different types of financial POAs and help clients designate proxies.
Identify key terms and parties of trusts and explore essential provisions.
Review tax documents you will encounter in estate planning and administration.
Steer clear of UPL with an overview of common grey areas.
Estate Planning Case Intake and Client Communications
Powers of Attorney, Advance Directives, Disposition of Remains
Intestacy Rules and Essential Will Provisions
Types of Trusts and How to Draft Them for Attorney Review
This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for paralegals and legal assistants. Certification areas: Estate Planning and Probate Law.
CARL A. GLAD is a partner in The Law Offices of Kurt M. Ahlberg LLC, where he concentrates his practice on legal matters involving probate administration, estate planning, real estate, and litigation. He is a member of the Connecticut Bar Association. Mr. Glad received his B.A. degree from American University and his J.D. degree from the University of Baltimore School of Law.
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 is 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 undergraduate 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.
LOUIS A. SILVERMAN is an attorney at Silverman Law Offices, where he practices in the areas of estate planning, estate administration, probate law, and related tax matters. 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. 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.
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