Paralegals do the brunt of the work when it comes to obtaining key documents and tax filing prep in estate administration. It's on you to make sure nothing falls through the cracks. This essential guide sums up the key tasks and resources associated with tax returns in probate. So whether you're new to the task or are looking for a quick refresher, our expert faculty will give you the tools and knowledge you need. Register today!
Explore key forms and schedules used in probate and walk through their key components.
Come away with useful resources for obtaining tax information and records.
Identify critical filing deadlines and learn when and how to request extensions.
Clarify which tasks could lead to UPL and get tips for preventing it.
Who Should Attend
This essential guide to probate taxes is designed for:
Navigating the Common Tax Forms
Where to Get the Information for the Returns
Filing Deadlines, Extensions, and Extension Requests
What Paralegals Can and Cannot Do Regarding Taxes in Probate
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.
This seminar meets the requirements of the NALA Certifying Board for 1.0 hours, including 0.0 ethics, of continuing legal education credit required to maintain the CP (Certified Paralegal) credential.
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: _______
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.
ANTOINETTE B. VANSCHAICK obtained her B.A. degree in social sciences from Dowling College. She has been employed in the legal field for 27 years; the last 17 of which have been as a certified professional paralegal after having passed the inaugural Professional Paralegal Certification exam offered in 2004 by NALS…the association for legal professionals. Currently, Ms. VanSchaick is in her fourth recertification cycle and is expected to recertify by September 2024. During her 27 years in the legal profession, she has worked in matrimonial/family law, real estate, and estate administration, as well as her primary specialty: plaintiff's personal injury, where she was managing files from intake through resolution. Ms. VanSchaick is employed by Siben & Siben LLP in Bay Shore, New York, as a paralegal in their Negligence Support Department and has been since November 2019. Her primary responsibilities at Siben & Siben LLP are preparing motions, summons and complaints, and bills of particulars, as well as managing the motion calendar. When needed, Ms. VanSchaick also prepares and follows up on various discovery demands. While she has worked in other areas of law, as she mentioned earlier, plaintiff's personal injury is the one she always comes home to. Ms. VanSchaick is currently an active member of NALS…the association for legal professionals and has been since 1998, during which she has served in various offices and on various committees on the local, state, and national levels. She also became a paralegal member of the New York State Academy of Trial Lawyers in February 2021.
We use this information in order to improve and customize your browsing experience,
in addition to improving our internal analytics and metrics about our visitors.