Program Description

Confidently Administer Decedents' Assets in Probate

Program Description

Skillfully Assist Your Firm With Workers' Compensation Cases

A workers' compensation case can be difficult to navigate even for the most experienced paralegals. From the initial client interview to investigating the claim and the ultimate settlement of the case, your duties are critical to the outcome of the case. No matter if you are new to the workers' compensation arena or need additional information to round out your existing knowledge, you are sure to get the workers' compensation essentials you need in this program. Register today!

• Explore ways to identify crucial medical issues that may make or break the case.
• Discuss important details to look for in reviewing claim supporting documents.
• Learn how to find discrepancies and inaccuracies in depositions transcripts.
• Take a closer look at the essential information that should be exchanged with opposing counsel.
• Examine effective drafting techniques for workers' compensation settlement agreements.
• Thoroughly prepare and organize the case for hearings and mediation.

Who Should Attend

This intermediate level course is designed to give attendees practical knowledge of workers' compensation case preparation. Those who should attend include:

• Paralegals
• Legal Technicians
• Legal Assistants
• Legal Support Staff

Course Content

1. Initial Client Interviews and Case Assessment
2. Medical Record Essentials: Finding Gold Nuggets That Help Clients
3. Claim Investigation, Documentation and Organization
4. Deposition Assistance Tactics for Paralegals in Workers' Compensation Cases
5. Preparing for Workers' Compensation Hearings and Mediation
6. Workers' Compensation Settlement Duties for Paralegals
7. Paralegal Ethics

Continuing Education Credits

California MCLE Paralegal – California MCLE Paralegal: 6.00 *

DPA Delaware Certified Paralegal Program – DPA Delaware Certified Paralegal Program: 6.00 *

Florida Registered Paralegal Program – Florida Registered Paralegal: 6.00 *

Indiana Paralegal CLE – Indiana Paralegal CLE: 6.00 *

Montana CLE Credit for Paralegals – Montana CLE Credit for Paralegals: 6.00 *

National Association of Legal Assistants, Inc. – NALA: 6.00 *

National Federation of Paralegal Associations, Inc. – NFPA: 6.00 *

North Carolina State Bar Board of Paralegal Certification – North Carolina Continuing Paralegal Education: 6.00 *

Ohio Certified Paralegals – Ohio Certified Paralegals: 6.00 *

Paralegal Division of the State Bar of New Mexico – Paralegal Division of the State Bar of New Mexico: 6.00 *

TBLS Paralegal Certification – TBLS Paralegal Certification: 6.00 *

Washington State Paralegal Association – Washington State Paralegal Association: 6.00

* denotes specialty credits

Administering an estate requires impeccable attention to detail, a firm grasp of probate court procedures and a deep understanding of how assets are held, moved and taxed. This detailed course will help you prepare for any eventuality when probating an estate and provide you with practical forms and pointers. Hone your skills as a paralegal - register today!

• Walk through the probate procedure and get a firm timeline of events.
• Learn what assets are excluded from probate and how to maximize the use of these exceptions.
• Get detailed instructions for handling all forms of real estate ownership in probate.
• Analyze each element of an effective final accounting to prevent reopening estates.

Who Should Attend

This intermediate level course will allow attendees to effectively manage assets in probate. Those who should attend include:

• Paralegals
• Legal Technicians
• Legal Assistants
• Legal Support Staff

Course Content

1. The Probate Process
2. Probate vs. Non-Probate Assets: With Forms and Checklists
3. Real Estate in Probate: Titles, Procedures, Sale and Other Transfers
4. Final Accounting and Tax Returns: Forms, Instructions, Procedures

Continuing Education Credits

California MCLE Paralegal – California MCLE Paralegal: 3.00

DPA Delaware Certified Paralegal Program – DPA Delaware Certified Paralegal Program: 3.00

Florida Registered Paralegal Program – Florida Registered Paralegal: 3.00

Indiana Paralegal CLE – Indiana Paralegal CLE: 3.00

Montana CLE Credit for Paralegals – Montana CLE Credit for Paralegals: 3.00

National Association of Legal Assistants, Inc. – NALA: 3.00

National Federation of Paralegal Associations, Inc. – NFPA: 3.00

North Carolina State Bar Board of Paralegal Certification – North Carolina Continuing Paralegal Education: 3.00

Ohio Certified Paralegals – Ohio Certified Paralegals: 3.00

Paralegal Division of the State Bar of New Mexico – Paralegal Division of the State Bar of New Mexico: 3.00

TBLS Paralegal Certification – TBLS Paralegal Certification: 3.00 *

Washington State Paralegal Association – Washington State Paralegal Association: 3.00

* denotes specialty credits