Find Missing Documents and People, Protect Benefits, and More
Estate planning practice is complex enough without additional roadblocks. This practical paralegal guide offers hard-won solutions to five of the practice's more common problems. Sharpen your skills - register today!
Explore new, creative and efficient ways of locating missing documents and people.
Guard Medicaid and disability benefits eligibility of the elderly and children with disabilities.
Comb through tax records to zero in on the relevant information fast.
Anticipate and prevent (or address) grantor-beneficiary conflict.
Who Should Attend
This advanced level course is designed to give paralegals the knowledge they need to better handle estate planning. Those who should attend include:
Legal Support Staff
Missing Documents and Beneficiaries, Unresponsive Parties
Planning for Disabled Children and Blended Families
Medicaid Eligibility in an Estate Plan
Navigating Tax Records
Disagreements and Conflict Between Grantors and Among Beneficiaries
This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
DE Certified Paralegal Program
This course will qualify for 1.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
FL Registered Paralegal
This course will qualify for 1.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Florida Registered Paralegal Program.
IN Paralegal CLE
This course will qualify for 1.0 hours of 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.
MT CLE Credit for Paralegals
Approved for 1.0 hours of CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of ethics.
- 1.00Pending Credit Approval
This program has been submitted for credit with the NALA Certifying Board. Approval pending.
This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 1.0 hours of Continuing Legal Education, including 0.0 hour of ethics.
NC Continuing Paralegal Education
This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 1.0 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.
OH Certified Paralegals
This course will qualify for 1.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NM Paralegal Division, State Bar of NM
Approved by the Paralegal Division of the State Bar of New Mexico for 1.0 general and 0.0 ethics (for a total of 1.0 hours CLE).
TX TBLS Paralegal Certification
Estate Planning and Probate Law: 1.00
This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education for paralegals and legal assistants. Certification areas: Estate Planning and Probate Law.
WA Paralegal Association
Approved for 1.0 CLE credits by the Washington State Paralegal Association (WSPA).
AR Arkansas Department of Higher Education
Licensed by the Arkansas Division of Higher Education.
NH Office of Career School Licensing
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.
ERIC LADLEY, CELA, is an attorney with Montco Elder Law, LLP where he focuses his practice in the areas of estate planning, long-term care planning, estate administration, and guardianships. He is certified as an elder law attorney by the National Elder Law Foundation. Mr. Ladley also is accredited by the Veterans Administration to represent veterans and can prepare, present and prosecute claims before the department. He is a member of Montgomery County Bar Association, Pennsylvania Association of Elder Law Attorneys and Lycoming Law Association. Mr. Ladley earned his B.A. degree from George Washington University and his J.D. degree from Penn State Dickinson School of Law.
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