Washington State Paralegal Association

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Trusts 101 for Paralegals

  • 01/22/2020
  • 8:00 AM - 3:00 PM
  • webcast

REGISTER: https://ipe.nbi-sems.com/ProductDetails/Trusts-101-for-Paralegals/Video-Webcast/84932ER_ARBPCE418600000?pt=1

Program Description

Top Trust Structures, Key Provisions and Administration Essentials

Understanding the ins and outs of trusts is invaluable knowledge for paralegals working in trusts and estates areas. Are you prepared to navigate every step of the process? This insightful course will guide you through the essentials of trust drafting and administration and explore practical ways in which paralegals can assist the firm. Get an overview of the trust drafting process to ensure that you are including all of the necessary forms and financial information. Identify critical trust administration duties and powers and prevent common mistakes. Register today!

  • Understand the foundational concepts of trusts and learn how you can better assist in estate planning matters.
  • Review the steps and tasks of drafting trusts and ensure that all the necessary information is obtained and included.
  • Discuss key characteristics of grantor trusts and their most effective uses.
  • Learn when special needs trusts (SNTs) are used and how paralegals can help in their creation and administration.
  • Facilitate crucial tasks of trust administration to prevent mistakes and mismanagement.
  • Examine the role of the trustees so that you can work with them more effectively.

Who Should Attend

This intermediate level course will teach attendees how to handle the paralegal duties associated with trusts. Those who should attend include:

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

Course Content

  1. An Overview of Trusts and Trusts Practice: What Paralegals Need to Know
  2. Types of Trusts, Their Key Purposes and Tax Consequences
  3. Trust Drafting: Forms, Provisions, Clients' Financial Information
  4. Grantor Trusts
  5. Special Needs Trusts (SNTs): Paralegal's Role
  6. Tax Reduction with Trusts: What Paralegals Need to Know
  7. The Paralegal's Role in Administering a Trust
  8. The Role of the Trustees

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



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