Washington State Paralegal Association

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  • Paralegal's Guide to Trusts and Trust Drafting

Paralegal's Guide to Trusts and Trust Drafting

  • 02/02/2021
  • 11:00 AM - 12:00 PM
  • Webcast

REGISTER: https://ipe.nbi-sems.com/Results/63995?Ntt=Paralegals'%2BGuide%2Bto%2BTrusts%2Band%2BTrust%2BDrafting

Program Description

Improve Your Role in Trust Creation and Management

Trust drafting and administration is complex and intricate. This legal course breaks it down to specific tools and tasks to give you practical knowledge you can put to use right away. Get the knowledge you need - from a general overview of the common types of trusts and their main differences, to the specific instructions for assisting in trust preparation, execution, and maintenance. Build your skills - register today!

  • Survey the key laws governing trusts practice.
  • Distinguish between revocable and irrevocable trusts.
  • Identify the most useful trust structures today.
  • Get practical tips for obtaining and organizing asset documents.
  • Get sample forms to organize and speed up your processes.
  • Review the key duties and considerations in managing trust accountings.
  • Improve your client communication regarding trusts.

Who Should Attend

This intermediate level course will help attendees understand trusts. Those who should attend include:

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

Course Content

  1. Trust Essentials
  2. Common Trust Structures You're Likely to Encounter
  3. The Role of Paralegals in Trust Drafting
  4. Paralegals' Role in Trust Administration

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



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