Course book included with all formats
Are you using advanced techniques to efficiently complete each step of estate administration? Whether you have been handling probate and estate cases for a while or are just getting ready to take your skills to the next level, this guide is for you. Walk through sample forms with experienced practitioners, including testate and intestate forms and a full range of tax returns. Take your probate administration skills to the next level - order today!
2:00 pm - 5:15 pm Eastern Standard Time
2:00 pm - 3:30 pm, Erika L. Jurgenson
3:45 pm - 5:15 pm, 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 3.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
This course will qualify for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program.
This course will qualify for 3.0 hours of distance learning 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. 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 3.0 hours of self-study CLE credit by the Montana Commission on Continuing Legal Education, including 0.0 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 NALA Certifying Board for 3.0 hours, including 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 3.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.
This course will qualify for 3.0 hours of self-study continuing education for paralegals, including 0.0 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 3.0 general self-study credit and 0.0 ethics self-study credit (for a total of 3.0 hours CLE).
Approved for 3.0 CLE self-study credit by the Washington State Paralegal Association (WSPA).
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.
ERIKA L. JURGENSON is a paralegal with Huck Bouma PC, in the firm’s estate and trust administration group. She joined the firm in 2015, bringing with her a diverse legal background and a dedication to client service. Ms. Jurgenson specializes in the administration of trusts and estates, trust funding, and various types of asset titling including real estate transfers. She is available to guide families through every step of the administration process, including probate estates. Ms. Jurgenson also initiates and manages guardianship estates for minor children and disabled adults. She also assists the firm’s business services division, providing a variety of services to our corporate clients, including entity formations and dissolutions, mergers, assignments of assets and interests, and audit and management of corporate record books. Ms. Jurgenson received her B.A. degree from Illinois State University and received her paralegal certificate in 2007.
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 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.