Course book included with all formats
Get ready to perform each of your estate planning duties with confidence and efficiency. Through this comprehensive legal guide, you'll gain strategies for handling the estate from beginning to end. Come away with insights from experienced paralegals on drafting trusts, wills, and powers of attorney. You'll also learn organizational strategies and the basics of tax planning for the estate. Order today!
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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 1.0 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 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 on 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 Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc., for 6.0 hours, including 1.0 ethics, of continuing legal assistant education self-study credit required to maintain the CLA (Certified Legal Assistant) credential.
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).
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.
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). In addition to his professional activities, Mr. Lee is actively engaged with local and international charitable organizations. He earned a 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, in 1996 from the J. Reuben Clark Law School at BYU, and served on the Editorial Board of the BYU Law Review. Mr. Lee is listed in Best Lawyers in America under tax law and trusts and estates, Southwest Super Lawyers in estate planning and probate, and is ranked in Chambers and Partners under private wealth law.
AMY L. MCGARRY is a board certified elder law attorney in Lee County, Florida. She is the sole owner of Amy L. McGarry Law Office, PL, in Cape Coral. She handles elder law issues consisting of guardianship, estate planning, probate, trust administration and Medicaid planning. Ms. McGarry originally practiced in Medina County, Ohio. She is licensed by the Ohio Supreme Court and by The Florida Bar. Ms. McGarry is a member of The Florida Bar (member, Elder Law Section and Real Property, Probate and Trust Law Section) and the Florida State Guardianship Association. She is a committee chair for the Academy of Florida Elder Law Attorneys, and is an active member of the National Academy of Elder Law Attorneys and SW Florida Guardianship Association. Ms. McGarry earned her B.A. degree from the University of Dayton and her J.D. degree from the University of Akron.
NOELLE MELANSON is the founder and sole shareholder of Melanson Law PA. She was born in Leominister, Massachusetts and grew up in Prince Edward Island, Canada, and relocated to Florida in 1991. Ms. Melanson attended the University of Prince Edward Island and Florida Atlantic University in Boca Raton, Florida, where she was awarded her bachelor’s degree in social science with a certificate in women’s studies. Ms. Melanson continued her education at Florida State University of Law, where she received her Juris Doctor in 2003. While at Florida State, she also earned a certificate in environmental and natural resources law and environmental law. During law school, she served as a legislative intern with the Judicial Oversight Committee of the Florida House of Representatives and she had the opportunity to spend a summer studying abroad in Vietnam and traveling throughout Asia. This experience provided a world-wide perspective and appreciation of other legal systems, which she carries with her daily in her practice of law. Ms. Melanson is licensed to practice law in all state courts in Florida and the United States District Court for the Middle District of Florida. She has been a member of The Florida Bar since 2003 and is a member of the Real Property, Probate and Trust Law Section (RPPTL) and Elder Law Section. She is a member of the American Bar Association, Florida State Guardianship Association, the National Association of Elder Law Attorneys, the Academy of Florida Elder Law Attorneys, the Florida Association of Women Lawyers, and the Lee County Association of Women Lawyers. Ms. Melanson has served as past chair of the 20th Judicial Circuit Unlicensed Practice of Law Committee, as well as a member of the 20th Judicial Circuit Grievance Committee. Also, in 2012, she was selected as a fellow for the Real Property, Probate and Trust Law Section of The Florida Bar, where she served a two-year term on the RPPTL Executive Committee. Ms. Melanson currently serves The Florida Bar’s RPPTL Section as an at large member, representing the 20th Judicial Circuit on the Executive Committee, and is a member of the Probate Committee; Guardianship, Power of Attorney and Advanced Directive Committee; the Digital Assets Committee; and she was recently appointed to serve on The Florida Bar’s Probate Rules Committee. Ms. Melanson is very active in her community. She volunteers with numerous local not-for-profits and she served on the Board of Directors of the Harry Chapin Food Bank of Southwest Florida from 2008 through 2016, having last served as chairperson of the board. She is also a member of Impact Initiative and serves on a United Way Allocations Team.