Preparation of wills and trusts is an integral part of the estate planning process. It is imperative to stay on top of your game during each critical step along the way. Are you ready to undertake wills or trusts? This insightful course will provide you with the skills you need to handle drafting of wills and trusts with tips for smooth navigation through the estate planning process. Enhance your skills - register today!
Discuss how to skillfully work through client intake.
Take a closer look at the ins and outs of drafting wills.
Learn what clauses and provisions can be used in trusts.
Examine the requirements for filing tax returns.
Review common accounting practices paralegals need to know for wills and trusts.
This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for paralegals and legal assistants. Certification areas: Estate Planning and Probate Law.
SARAH J. BARNES is an attorney and trust officer with the Bank of Sun Prairie in Sun Prairie, Wisconsin, where she handles all types of trust and estate administration matters. Ms. Barnes also deals with tax-related matters. She previously was in private practice where she practiced in the areas of estate planning, probate, elder law, and frequently served as a court-appointed guardian ad litem in guardianship matters. Ms. Barnes earned her B.A. degree from Edgewood College and her J.D. degree from Marquette University Law School. Her professional memberships include the State Bar of Wisconsin, Dane and Sauk County bar associations, Legal Association of Women, and the Madison Estate Planning Council. Ms. Barnes is admitted to practice in Wisconsin.
ANDREW G. OH-WILLEKE is a sole practitioner in Denver, Colorado, with 24 years of experience in medium-sized and large law firms. His practice includes business transactions; tax planning; estate planning, including asset protection planning; commercial litigation in and out of bankruptcy court; probate administration; and tax litigation. Mr. Oh-Willeke is a past professor at the College for Financial Planning. He earned his J.D. degree, cum laude, from the University of Michigan. Mr. Oh-Willeke is admitted to practice law in Colorado and New York.
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