Estate and Probate Planning Practice for Paralegals Seminar
DISCLAIMER
Before undertaking any on-demand effort, you should review the rules of your licensing/certifying entity. It’s your responsibility to determine whether or not this on-demand course meets your continuing education requirements.
You must take and pass a quiz in order to receive credit. You can take the quiz as many times as needed and there is no time limit on the quiz. Once the quiz is completed, you will be asked to download your certificate.
Videos that qualify for AIA, LACES, ASLA, or CLARB credit will require an extra week for processing.
Streamable MP4/PDF
Available approximately 1 week after the date of the live event or the date of your order, whichever is later.
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For most customers, the videos run like most streaming videos on the web. For videos that qualify for AIA credit there will be occasional question prompts that will not allow the video to progress unless they are answered and you will not be able to skip forward while watching the video.
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Click the link which appears at the end of the video to be taken to the course quiz.
USB MP4/PDF
HalfMoon will mail these materials via USPS. Please allow 2 weeks from the date of purchase to receive your product. If the live seminar is in the future, please allow 2 weeks from the date of the live seminar.
The link to the quiz will be available in a PDF in your USB drive marked QUIZ.
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Please contact HalfMoon Education if you have any questions during the process of taking this course. (715) 835-5900 or qchapman@halfmoonseminars.org
Agenda
Registration: 8:00 – 8:30 am
Morning Session: 8:30 am – 12:15 pm
Lunch (On your own): 12:15 – 1:15 pm
Afternoon Session: 1:15 – 4:30 pm
Assisting with Estate Planning P. Rarick
Identifying the goals of the estate plan: planning for retirement, planning for long term care, planning for the distribution of the estate, tax planning
Gathering and organizing necessary information for the estate plan
• Estate planning interviews and questionnaires
Using standard estate planning documents to create the estate plan
• Wills, trusts, powers or attorney and advance directives
Implementing the estate plan
• Executing and distributing documents, funding issues
Assisting with Guardianships and Conservatorships R. King
Using less restrictive alternatives to guardianship: durable powers of attorney, health care powers of attorney, living trusts
Establishing a guardianship: determination of incompetence, appointment of guardian
Establishing the powers and duties of guardians
• Guardian of the person, guardian of the estate
Filing the required documents during the existence of the guardianship
Terminating the guardianship
Assisting with the Administration of Estate Assets R. King
Collecting assets
Setting up the estate’s checking account
Valuing assets
Preserving assets
Liquidating, transferring and distributing assets
Assisting in the Probate Process R. King
Reviewing the probate process and its alternatives
Collecting information on the decedent, beneficiaries, assets and debts
Preparing necessary documents to begin the probate process
• Naming the personal representative, filing the petition, schedules and inventory
Handling creditors’ claims
• Preparing public notices, classifying debts, disputing claims
Closing the estate
• Preparing the final account
• Making distributions, obtaining releases, closing your file
Handling Ethical Issues in Estate Planning and Probate Practice J. Williams
Identifying your client and avoiding conflicts of interest
Handling issues of client competence
Identifying and reporting abuse and/or neglect
Credits
Florida Registered Paralegals
6.5 CLE Hours (1.0 Ethics)
NFPA Certified Paralegals
6.5 CLE Hours (1.0 Ethics)
NALA Certified Paralegals
6.5 CLE Hours (1.0 Ethics)
Continuing Education Credit Information
This seminar is open to the public and offers 6.5 CLE hours, including 1.0 ethics hour, to paralegals. Certification is not required to attend this event.
The National Federation of Paralegal Associations has approved this course for 6.5 CLE hours, including 1.0 ethics hour, for certified paralegals. The NFPA approval qualifies this course for Florida paralegals.
HalfMoon Education has applied to the National Association of Legal Assistants for CLE course approval, which is pending. The application is under review. Current information on this credit is available at www.halfmoonseminars.org under this course listing.
Attendance will be monitored, and attendance certificates will be available after the seminar for most individuals who complete the entire event. Attendance certificates not available at the seminar will be mailed to participants within fifteen business days.
Speakers
Christine Gill
Christine C. Gill, P.A.Christine C. Gill, P.A.
Ms. Gill has been practicing law in Florida for 26 years. She received her B.A. degree from Southern Methodist University in 1989, her law degree from Cumberland School of Law in 1992, and her LL.M. in Taxation from Univeristy of San Diego in 1993. Ms. Gill has worked in the trust department of SunTrust Bank, and worked for a professional guardian before entering private practice. She has been in private practice since 1999. While most of her law practice is situated in Broward, Palm Beach, and Miami-Dade Counties, she has practiced in many other counties in Florida. Ms. Gill is married to Sean, and has two daughters, Mary Elizabeth and Megan.
Phillip Rarick
Rarick & BeskinRarick & Beskin
Mr. Rarick has 30 years of experience in both private and public legal work. Mr. Rarick concentrates in the fields of estate planning (wills and trusts), asset protection, probate, and business law. Integrated asset protection with an estate plan designed to protect wealth and secure tax advantages are a primary focus of his practice. He is an active member of the Elder Law Section of The Florida Bar, and the Real Property, Probate and Trust Law section of The Florida Bar. Mr. Rarick is the primary writer and editor for the Florida Trust & Probate Attorneys Blog.
Jorja Williams, Beller Smith
Beller Smith
Ms. Williams, Esq., is a senior associate with the law firm of Beller Smith, P.L. located in Boca Raton. She concentrates her practice in the areas of estate and trust litigation, administration and planning. Ms. Williams represents beneficiaries, trustees, personal representatives and other interested parties in will and trust contests. She assists clients in the administration of complex estates and trusts and also represents charitable organizations in seeking and maintaining their tax-exempt status.