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Will Estate Planning Basics for Paralegals

Better understand how to transfer assets to a clients loved one after death through a will or nonprobate transfer. Many clients come to their attorneys wishing to transfer their assets to their loved ones once the clients die. 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.


Runtime: 89 minutes
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Ascertaining Nature of Assets to Be Devised

  • Information to Gather at Initial Client Meeting
  • Documents to Be Obtained and Reviewed
  • Need to Obtain More Data on Complex Assets Like Pensions

Ascertaining Client's Desires

  • Discuss Heirs and Contingent Heirs
  • Discuss Limitations on Heirs, Such as Age or Substance Abuse Problems
  • Ensure No Undue Influence or Coercion by Heirs, Including Removing Heirs From Meeting
  • Ensure Competency of Client

Bring in Experts If Needed

  • Often, Clients Ask About Medicaid Implications so Be Prepared to Have Expert Address These Concerns
  • Tax Questions Also Pop up

Decide Vehicle to Use for Transfer of Assets

  • Probate of Assets
  • Non Probate Transfers
  • Trusts - Both Living and Testamentary

Necessary Other Documents

  • Durable Power of Attorney for Finances
  • Health Care Power of Attorney
  • Living Will
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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on October 28, 2019.

Call 1-866-352-9540 for further credit information.

  • NALA 1.5
     
  • This program is applicable for continuing legal assistant education credit. Please check with your accrediting board to see if this course will qualify towards your recertification requirements. Program Length: 1.5 hour(s).
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

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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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 406444
Published 2019
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