Washington State Paralegal Association

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paralegal's Guide

  • 11/18/2021
  • 10:00 AM - 11:00 AM
  • Webcast

Register: https://ipe.nbi-sems.com/ProductDetails/Five-Complex-Estate-Planning-Problems-Solved-A-Paralegal-s-Guide/Video-Webinar/91300ER_3578578?pt=1

Program Description

Find Missing Documents and People, Protect Benefits, and More

Estate planning practice is complex enough without additional roadblocks. This practical paralegal guide offers hard-won solutions to five of the practice's more common problems. Sharpen your skills - register today!

  • Explore new, creative and efficient ways of locating missing documents and people.
  • Guard Medicaid and disability benefits eligibility of the elderly and children with disabilities.
  • Comb through tax records to zero in on the relevant information fast.
  • Anticipate and prevent (or address) grantor-beneficiary conflict.

Who Should Attend

This advanced level course is designed to give paralegals the knowledge they need to better handle estate planning. Those who should attend include:

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

Course Content

  1. Missing Documents and Beneficiaries, Unresponsive Parties
  2. Planning for Disabled Children and Blended Families
  3. Medicaid Eligibility in an Estate Plan
  4. Navigating Tax Records
  5. Disagreements and Conflict Between Grantors and Among Beneficiaries

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



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