North Carolina Trust and Estate Practice for Paralegals
DISCLAIMER
Before undertaking any on-demand effort, you should review the rules of your licensing/certifying entity.
It’s your responsibility to determine whether this on-demand course meets your continuing education requirements.
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**Any on-demand programs that qualify for AIA or LACES credit will require an additional 2 business weeks for processing.
**AIA credit is not available in USB format.
Streamable MP4/PDF
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Click the link which appears at the end of the video to be taken to the course quiz.
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USB MP4/PDF
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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
Webinar instructions will be emailed 24-48 business hours before the date of the webinar.
Please log into the webinar 15 – 30 minutes before start time.
Thursday, June 5, 2025
8:30 am – 4:00 pm EDT
Agenda:
Assisting with Estate Planning
Presented by Holly Simpson
- 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 of attorney and advance directives
- Implementing the estate plan
- Executing and distributing documents, funding issues
Assisting with Guardianships and Conservatorships
Presented by Mariah McKinney
- 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
Handling Ethical Issues in Estate Planning and Probate Practice
Presented by Samah T. Abukhodeir
- Identifying your client and avoiding conflicts of interest
- Handling issues of client competence
- Identifying and reporting abuse and/or neglect
Assisting in the Probate Process
Presented by Mariah McKinney
- 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
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- Preparing public notices, classifying debts, disputing claims
- Closing the estate
- Preparing the final account
- Making distributions, obtaining releases, closing your file
Financial Planning for the Elderly and Disabled
Presented by Rebecca Daddino
- Asset protection: estate planning considerations
- Exempt or excluded assets
- Using trusts and advanced planning techniques
- New legislative changes and potential problems
Webinar Instructions
All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.
Certificates of completion can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.
Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.
GoToWebinar App requirements:
Windows 10 or higher, macOS 11 or higher, Linux, Google Chrome OS
Web Browser:
Google Chrome (most recent 3 versions)
Microsoft Edge (most recent 3 versions)
Internet connection: 1 Mbps or better
Hardware: 2GB of RAM (minimum), 4GB or more of RAM (recommended)
For more information, visit the Support section at www.gotowebinar.com
Credits
Paralegals
6.5 CLE Hours (Including 1.0 Ethics Hour)
NFPA - National Federation of Paralegal Associations
6.5 CLE Credits (Including 1.0 Ethics Credit)
NCSB - North Carolina State Bar
6.5 CPE Credits (Including 1.0 Ethics Credit)
Continuing Education Information
This webinar is open to the public and is designed to qualify for 6.5 CLE hours, including 1.0 ethics hour, for paralegals in North Carolina. Paralegal certification is not required to participate in this course.
The National Federation of Paralegal Associations (NFPA) has approved this course for 6.5 total CLE credits, which includes 5.5 general CLE credits and 1.0 ethics CLE credit.
This webinar has been approved by the North Carolina State Bar’s Board of Paralegal Certification for 6.5 CPE credits, which includes 5.5 general CPE credits and 1.0 ethics CPE credit.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
*On-Demand Credits*
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.
Speakers
Samah (Sam) T. Abukhodeir, Esq.
Founder and Managing Partner, The Florida Probate & Family Law Firm in Coral Gables, FLSamah (“Sam”) T. Abukhodeir was born and raised in Lake Wales, Florida. Following high school, Ms. Abukhodeir moved to Tallahassee, Florida, to pursue a B. S degree in Psychology with a minor in Arabic and Child Development at Florida State University. Ms. Abukhodeir obtained her J.D. degree from Florida International University College of Law, where she was on the Dean’s List and earned two CALI Excellence for the Future Awards in Islamic/Sharia Law and Judicial Externship. While in law school, Ms. Abukhodeir worked as a graduate assistant to law professor Cyra Choudhury and was a judicial intern for the Honorable Marisa Tinkler Mendez, Circuit Court Judge in the Criminal Division of the Eleventh Judicial Circuit in Miami-Dade, Florida, and the Honorable Maria M. Korvick, Circuit Court Judge in the Probate Division of the Eleventh Judicial Circuit in Miami-Dade, Florida.
Rebecca Daddino
Attorney with the Monk Law Firm, PLLC, with offices in Fort Mill, South Carolina and Charlotte, North CarolinaMs. Daddino focuses her practice on elder law, estate planning, and guardianships. She developed her passion for assisting the elderly due to her upbringing surrounded by aging family members, including being raised with the help of not only a great-grandmother, but also her maternal grandparents. Ms. Daddino attended Wake Forest University School of Law and is licensed in both North Carolina and South Carolina. She is a member of the National Academy of Elder Law Attorneys (NAELA) and serves on the board of the North Carolina Chapter. She is also a member of the North Carolina Bar Association Estate Planning and Fiduciary Law Section and serves as a council member for the North Carolina Bar Association Elder Law Section. In South Carolina, she is a member of the South Carolina Chapter of NAELA and serves on the South Carolina Bar Elder Law Committee.
Mariah McKinney
Partner with Garlock & McKinney, P.C.In 2024, Ms. McKinney officially launched the Garlock & McKinney, P.C.’s beach office where she spends most of her time. Although she still takes on clients in the mountains, she now offers legal services in her practice areas to the residents of the Greater Topsail Island, Sneads Ferry and surrounding areas. In her more than 20 years of practice, Ms. McKinney has very unique experience as an attorney. She was a probate clerk in both Wake and Buncombe Counties where she audited and approved estate filings, assisted attorneys, and presided over hearings as an “ex officio Judge of Probate” as an extension of the elected Clerk of Court’s authority in those counties. She also served as assistant legal counsel to all the Clerks of Court and their staffs statewide in her practice areas. Ms. McKinney attended Univeristy of North Carolina Wilminton to obtain her undergraduate degree in Communication Studies. She received her law degree from North Carolina Central School of Law and was licensed to practice law in 2004. Ms. McKinney is a member of The Greater Topsail Area Chamber of Commerce and ANEW, A Network Empowering Women. She is also a trained Christian mediator and conflict coach. She offers those services through PeacePoint Ministry.
Holly Simpson
Owner of Simpson Law FirmMs. Simpson started Simpson Law Firm because she wanted to create a premier estate planning firm that was unique and stood apart from the pack. Her main strategies were to call clients back (attorneys are notoriously bad at this), treat clients with as much kindness as they receive at Chick-fil-A (my pleasure!), and to provide outstanding, smart, efficient legal services so that families can protect their assets and their loved ones. With plenty of elbow grease and some great mentors, Ms. Simpson is accomplishing her goals with the help of the most amazing attorneys and outstanding law firm staff in all of North and South Carolina. Simpson Law Firm continues to grow and strives to be the kindest and largest premiere estate law firm in the Carolinas.

6.5 Knowledge Points
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