Estate Planning and Administration for Paralegals and New Attorneys
Category: On Demand
Member Price: $184
Non-Member Price: $230
Areas of Law: Estate Law
| NJ CLE: | NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.3 hours of total CLE credit (Full Credits Available: NJ General: 3.3, NJ New Admit Estate Planning: 3.3, NY Professional Practice Transitional: 3.0). |
| PA CLE: | PA Substantive Credit: 2.5
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program. |
Keynote
Moderator
Presenters
- Katherine E. Ingrassia, Esq.
- Lavery, Selvaggi & Cohen, PC, Hackettstown
- Amy Stewart
- Paralegal, Lavery, Selvaggi & Cohen, PC, Hackettstown
Trust and estate attorneys rely on paralegals and legal assistants to perform many important tasks. For estate planning, that includes the client interview, information gathering and drafting documents. For estate administration, this includes preparing and filing probate documents, contacting beneficiaries and next of kin, administering accounts and preparation of estate tax returns. This program is designed for paralegals and new attorneys who handle estate planning and estate administration matters or are transitioning to this practice area.
Whether you are a paralegal, legal professional or an attorney looking to brush up on this area of law, this is an afternoon you won’t want to miss.
Topics include:
- Information gathering – specific questions to ask and issues to discuss in client intake
- Basic asset valuation and significance of different types of assets
- Will mechanics – overview of “simple” wills and the reason for some of the most common clauses
- Overview of probate procedures
- Probate documents – petitions, motions, letters testamentary, accounting
- … and more