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Will Estate Planning Basics for Paralegals

 

Learn how to transfer assets to a client's loved one after death through a will or nonprobate transfer while addressing tax concerns.

Many clients come to their attorneys wishing to transfer their assets to their loved ones once the client dies. However, navigating the complex methods to fulfil the client's objections requires complicated analysis of the client's needs and desires. This topic helps those responsible for estate planning ascertain the best methods of accomplishing this goal, be it by will, trust or nonprobate transfer.

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Will Estate Planning Basics for Paralegals

Agenda

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Will Estate Planning Basics for Paralegals

Faculty

Peter Russell

Peter Russell

Peter Russell Law Firm

  • Sole practitioner Peter Russell Law Firm
  • Practices in estate planning, guardianship, probate, family law, bankruptcy, foreclosure defense and probate
  • Member of several professional organizations
  • Served as an adjunct professor on litigation and domestic relations from Myers University
  • J.D. degree, cum laude, Cleveland State University, Cleveland-Marshall College of Law
  • Can be contacted at [email protected]
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Will Estate Planning Basics for Paralegals

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