Washington State Paralegal Association

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The Paralegal's Guide to Estate Planning

  • 02/06/2019
  • 7:00 AM - 2:00 PM
  • Webcast

Register: https://ipe.nbi-sems.com/ProductDetails/The-Paralegal-s-Guide-to-Estate-Planning/Video-Webcast/81717ER_DEDEPARET418600000?pt=1

Program Description

Your Complete Guide to Estate Planning Practice

Get ready to perform each of your estate planning duties with confidence and efficiency. In this comprehensive course, 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. Register today!

  • Find out how to gather and organize the information your attorney needs to prepare an estate plan.
  • Learn how to draft critical powers of attorney, living wills, and other key documents for end of life.
  • Recognize key provisions that must be included in a valid will.
  • Understand how and why to draft different types of trusts.
  • Avoid unauthorized practice of law when handling estate planning responsibilities.
  • Learn when gift, estate, GST and income taxes will apply to the client's estate.

Who Should Attend

This intermediate level course is designed to give paralegals the knowledge they need to handle duties arising in the estate planning practice. Those who should attend include:

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

Course Content

  1. The Estate Planning Process
  2. Powers of Attorney, Living Wills, and Disposition of Remains
  3. Drafting Wills for Attorney Review
  4. Types of Trusts and How to Draft Them for Attorney Review
  5. Ethics for Estate Planning Paralegals
  6. ABCs of Taxes in Estate Planning

Washington State Paralegal Association
1402 Lake Tapps Parkway SE
Ste. F104/PMB133
Auburn, WA. 98092



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