Course book included with all formats
Practical Insights to Help with Inventory, Tax and Court Filings, Final Account and Distributions
Effective probate administration requires intricate knowledge of a wide range of financial and tax documents. This legal guide offers a paraprofessional-centered view of how to better secure, organize, analyze and file the plethora or relevant documents. Get specific tips you can apply immediately - register today!
This basic level course will teach attendees how to effectively handle financial and tax documents in probate administration. Those who should attend include:
1:00 PM to 2:00 PM Eastern Standard Time
Moderator: Kay M. Sowa
This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
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.
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.
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.
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.
This course has been submitted to the North Carolina State Bar Board of Paralegal Certification. Approval Pending. This course is not sponsored by the Board of Paralegal Certification.
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.
Pending approval of credit by the Paralegal Division of the State Bar of New Mexico.
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 & Probate Law.
Approved for 1.0 CLE credits by the Washington State Paralegal Association (WSPA).
Licensed by the Arkansas Division of Higher Education.
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.
KAY M. SOWA is a paralegal with Capehart & Scatchard, P.A., in Mount Laurel, New Jersey. She concentrates in the areas of trust, estate, and taxation. She is designated by the Internal Revenue Service as an enrolled agent, by the National Association of Estate Planning Councils as an accredited estate planner, and as a certified trust and financial advisor through the Institute of Certified Bankers. While the majority of her career has been focused on trust and estate administration, as well as taxation, Ms. Sowa also worked for a software company, where she gained experience in the use and development of various trust, estate and tax software applications as a software trainer. She has also been involved in estate litigation. Ms. Sowa is a frequent lecturer with the Institute for Paralegal Education and National Business Institute. She has also presented for the Federal Bar Association and was an adjunct professor at the Erie Business Institute, where she taught paralegal/legal secretarial classes. She is a member of the Burlington County (New Jersey) Bar Association. Ms. Sowa has also presented workshops in budgeting, credit reports, and personal finances. She is a member of the Estate and Financial Planning Council of Southern New Jersey, the National Association of Enrolled Agents, the National Association of Estate Planning Councils, the National Association of Estate Planners and Councils, and the Institute of Certified Bankers. She is a member of the District Ethics Committee for Burlington County, New Jersey, as appointed by the New Jersey Supreme Court. Ms. Sowa earned her associate's degree from Bryan & Stratton Business Institute and her paralegal certificate at Penn State.