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| estate planning paralegal training: The California Probate Paralegal Dianna L. Noyes, 2014 The California Probate Paralegal, Second Edition, is a comprehensive textbook for students and practicing paralegals in California. It covers the nuts and bolts of probate, estate planning and administration using a balanced approach of theory and application. The textbook includes the history of probate and estate planning, as well as the most current, up-to-date information about estate planning and administration. This textbook provides state specific statutes, rules, and procedures and step-by-step guidance in preparing California Judicial Council forms and pleadings. Forms and practical examples are used throughout the book as they apply to typical probate and estate issues a paralegal will face in the law firm. The book is written for all levels - students as well as practicing paralegals. Readers will enjoy this topical and easy to follow textbook and will refer to it again and again as a valuable desk reference in their daily work as a probate/estate planning paralegal. PowerPoint slides are available upon adoption. Sample slides from the full 30-slide presentation are available to view here. Email bhall@cap-press.com for more information. |
| estate planning paralegal training: Oran's Dictionary of the Law Daniel Oran, Mark Tosti, 2008 This book gives the reader the core of each legal idea and helps them understand the American legal system as well as how to approach research tasks. It precisely explains contracts, laws, court decisions, and lawyers. It also includes a section on computerized legal research and overhauled sections on bankruptcy, intellectual property, litigation support, national security and other rapidly changing subject areas. |
| estate planning paralegal training: Basic Wills, Trusts, and Estates for Paralegals Jeffrey A. Helewitz, 2022-09-14 Helewitz's Basic Wills, Trusts, and Estates for Paralegals is a concise and practical guide to the planning and administration of wills, trusts, and estates. This succinct, simple, and straightforward introduction to all the basics of wills, trusts, and estates law was specifically designed for paralegal students. Continuing examples describing four different families provide an accessible structure and helpful point of reference for students learning the intricacies of estate planning. Highlights include: A straightforward introduction that provides a student-friendly orientation to the subject Clear and concise coverage of key topics A review of the sources of property law, trusts, and taxes A helpful guide to drafting documents related to wills and trusts Step-by-step instruction for completing the entire federal estate tax return State-by-state analysis of trust and estate law Four families/clients threaded through the text exemplify the intricacies of estate planning Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises Sample forms in the appendix New to the Ninth Edition: General and state-specific sections concerning admissibility and restrictions for electronic wills Updated codes and case law for the comparison of estate law in the different jurisdictions Updated tax thresholds and rules Updated federal and state documents and forms New case studies in each chapter cover such issues as: QTIP trusts The impact of Covid on the execution of wills Claims against an escheated estate Wrongful prolongation of life Professors and students will benefit from: Comprehensive coverage of the key topics includes a review of the sources of property law, trusts, and taxes, topics not thoroughly covered in other texts. Clearly written text and lively examples help students understand the law. A straightforward introduction that provides a student-friendly orientation to the subject Clear and concise coverage of key topics A helpful guide to drafting documents related to wills and trusts Step-by-step instructions for completing the entire federal estate tax return State-by-state analysis and comparison of trust and estate law Four families/clients threaded through the text exemplify the intricacies of estate planning Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises Sample forms in the appendix Examples and explanations pedagogy engages students with the material. Practical approach appeals to programs with shorter, less theoretical courses. |
| estate planning paralegal training: Wills, Trusts, and Estates for Paralegals Diana L. Anderson, 2015-03-12 New text for the paralegal course on Wills, Trusts, and Estates that provides a general overview of Wills and Trusts. Covers the use of wills and trusts in creating an estate plan, as well as an overview of estate litigation and estate administration. This text teaches paralegals the necessary skills to assist with the preparation of wills and trusts and with the administration of estates. Key Features Begins with an understanding of the history and development of estate planning laws, continues through the preparation of the documents needed to create an estate plan, and ends with how to administer an estate. Practical, step-by-step examples throughout the book apply the concepts to realistic situations. Examples break down each document into individual elements. At each step, alternatives are provided and options are discussed. Practice Tips help students understand real-life applications and situations. Drafting exercises in the text offer opportunities to apply what the students have learned. Ethical considerations that all attorneys and paralegals must follow are included throughout the text. More complex concepts are introduced for general understanding only, so that students have an understanding of the concepts and language used in practice. The text emphasizes the vocabulary of estate planning so that students know the meaning of different terms and to use the terms correctly. Key terms are defined in the margins. |
| estate planning paralegal training: Model Rules of Professional Conduct American Bar Association. House of Delegates, Center for Professional Responsibility (American Bar Association), 2007 The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts. |
| estate planning paralegal training: Paralegal Career For Dummies Scott A. Hatch, Lisa Zimmer Hatch, 2011-03-03 Apply important legal concepts and skills you need to succeed Get educated, land a job, and start making money now! Want a new career as a paralegal but don't know where to start? Relax! Paralegal Career For Dummies is the practical, hands-on guide to all the basics -- from getting certified to landing a job and getting ahead. Inside, you'll find all the tools you need to succeed, including a CD packed with sample memos, forms, letters, and more! Discover how to * Secure your ideal paralegal position * Pick the right area of the law for you * Prepare documents for litigation * Conduct legal research * Manage a typical law office Sample resumes, letters, forms, legal documents, and links to online legal resources. Please see the CD-ROM appendix for details and complete system requirements. |
| estate planning paralegal training: Wills, Trusts, and Estate Administration for Paralegals Jennifer Montante, 2014-01-17 For courses in Wills, Trusts, and Estates; Probate Law; and Financial Planning/Estate Planning. Wills, Trusts, and Estate Administration for Paralegals provides a comprehensive overview of estate planning and probate in a manner that is straightforward and easy to read and understand. Instructor resources include an Instructor's Manual, PowerPoint lecture slides, and Test Bank, while a book companion site offers study resources for students. Teaching and Learning Experience: Includes frequent hypotheticals to illustrate key concepts and features. The Hypothetical Family is a running example introduced in Chapter 1 and continued throughout each chapter to exemplify a fictional, but life-like, estate planning and probate scenario. Drafting assignments are provided in each chapter, as well as the forms for every assignment. Covers all of the major topics, including ethical considerations, and offers solid review and application of concepts. |
| estate planning paralegal training: Handling Residential Real Estate Transactions in Massachusetts Jacqueline M. Hudkins, 2023-05-31 |
| estate planning paralegal training: Cla/cp Exam Flashcard Study System Cla, 2010 |
| estate planning paralegal training: Wills, Trusts, and Estate Administration Dennis R. Hower, Janis Walter, Emma Wright, 2016-01-01 Succeed in your course and your paralegal career with WILLS, TRUSTS, AND ESTATE ADMINISTRATION, 8th Edition. This easy-to-understand text introduces the basics of estate planning and bequeathing property to others through wills and trusts, along with the laws and procedures involved, including the Uniform Probate Code. Packed with engaging, highly visual content enhanced by detailed exhibits and a writing style free of confusing legalese, the 8th Edition provides up-to-date coverage of relevant laws, court procedures, cases, tax implications, ethical considerations, and the roles paralegals and other professionals play in the process. Throughout the text, user-friendly case summaries, state-specific examples, practical assignments, detailed documents, and real-life contemporary issues prepare you for success as a paralegal in this important area of law. Important Notice: Media content referenced within the product description or the product text may not be available in the ebook version. |
| estate planning paralegal training: Wills, Trusts, and Estate Administration Janis Walter, Emma Wright, 2021-03 Master the basics of estate planning and bequeathing property to others through wills and trusts with Walter/Wright's market-leading WILLS, TRUSTS, AND ESTATE ADMINISTRATION, 9E. This reader-friendly approach, designed specifically for paralegals, familiarizes you with the latest laws and procedures, including the Uniform Probate Code, the new Uniform Electronic Wills Act and the Uniform Partition of Heirs' Property Act. Packed with engaging, visually driven content and enhanced by detailed exhibits and a writing style free of confusing legalese, this edition introduces the important role that paralegals and other legal professionals play in this critical area of law. You examine the latest relevant laws, review court procedures and learn about tax implications and ethical choices. Throughout the text user-friendly case summaries, state-specific examples, practical assignments and detailed documents guide your learning while actual contemporary examples of issues prepare you for success as a paralegal. |
| estate planning paralegal training: Wills, Trusts, and Estate Administration, Loose-Leaf Version Janis Walter, Emma Wright, 2021-02-17 Master the basics of estate planning and bequeathing property to others through wills and trusts with Walter/Wright's market-leading WILLS, TRUSTS, AND ESTATE ADMINISTRATION, 9E. This reader-friendly approach, designed specifically for paralegals, familiarizes you with the latest laws and procedures, including the Uniform Probate Code, the new Uniform Electronic Wills Act and the Uniform Partition of Heirs' Property Act. Packed with engaging, visually driven content and enhanced by detailed exhibits and a writing style free of confusing legalese, this edition introduces the important role that paralegals and other legal professionals play in this critical area of law. You examine the latest relevant laws, review court procedures and learn about tax implications and ethical choices. Throughout the text user-friendly case summaries, state-specific examples, practical assignments and detailed documents guide your learning while actual contemporary examples of issues prepare you for success as a paralegal. |
| estate planning paralegal training: Trusts and Miscellaneous , 1900 |
| estate planning paralegal training: Wills, Trusts, and Estate Administration for the Paralegal Dennis R. Hower, 2001-08 Wills, Trusts and Administration, 5th Edition, is an excellent resource for anyone interested in this area of law. Written primarily for legal students in universities, colleges, community colleges, business schools, and technical training programs, this updated fifth edition is also useful for bank trust officers and individuals appointed to administer an estate. |
| estate planning paralegal training: Planning for Disability Robert B. Fleming, Rebecca C. Morgan, 2024 ... addresses planning for disability from two perspectives: when the client is planning for the client's own disability or incapacity, and when the client is planning for the disability or incapacity of a family member. The Detailed Analysis discusses the various planning options available, based on whether the client is planning for the client's own disability or incapacity or for that of a family member--Portfolio description (Page (iii)). |
| estate planning paralegal training: Civil Law and Litigation for Paralegals Neal R. Bevans, 2016-09-20 Civil Law and Litigation for Paralegals is a comprehensive text designed specifically for paralegal civil litigation courses. Author Neal Bevans not only teaches the basics of civil litigation, but also gives students the opportunity to learn skills they will use in practice. In a balanced approach, Bevans covers all the key topics paralegals need to know in an easy-to-read and engaging style that utilizes numerous examples and illustrations but never overwhelms the student. The text provides students with an in-depth analysis of a wide variety of civil cases, beginning with laying out the basic foundation of the American legal system. It proceeds through the investigation and implementation of a civil case, and follows the case through to appeal. The text balances the theoretical underpinnings of the law with the practical examples and hands-on experience that all students need to completely understand the topic. The helpful pedagogy throughout the book and a comprehensive teaching package make class preparation as easy as possible. Features: Clear introduction to the fundamentals of civil litigation for paralegal students. Provides students with an in-depth analysis of a wide variety of civil cases, laying out the basic foundation of the American legal system, proceeding through the investigation and implementation of a civil case, and following the case through to appeal. Designed to help prepare students for the practical world of divorces, car wreck cases, and medical malpractice claims that they will see every day in civil practice. Each chapter presents students with examples of the important role that paralegals play in every stage of civil litigation, from client intake to bringing an appeal. Understandable writing style with strong pedagogy, resulting in a teachable and accessible text. Each chapter includes Practice Pointers, Search Suggestions, Tech Topics, and Legal Legwork boxes, along with case excerpts, forms, and ethics. Helpful pedagogy includes Chapter Objectives that focus learning and review, Boldfaced key terms and marginal definitions for convenient reference, Review questions at the end of each chapter, and references to web sites that facilitate legal research |
| estate planning paralegal training: Basic Wills, Trusts, and Estates for Paralegals Jeffrey A. Helewitz, 2008 Basic Wills, Trusts and Estates for Paralegals, Fourth Edition, The concise text designed as an overview of wills, trusts, and estates for paralegal students, has been thoroughly updated to reflect changes in both state and federal materials. Written specifically with the paralegal student in mind, this user-friendly text provides: A quick, simple, and straightforward introduction to all of the basics of wills, trusts, and estates law Comprehensive coverage of the key topics, including a review of the sources of property law, trusts, and taxes Clearly written text and lively examples to help students Understand The law Helpful guidance on how to draft wills and trusts documents A step-by-step review of how to complete the entire federal estate tax return A final chapter with a state-by-state analysis of trust and estate law Continuing examples describing four different families that give students a helpful point of reference in learning the intricacies of estate planning Well-developed learning and teaching aids: chapter overviews, highlighted examples, key terms, review questions, sample clauses for analysis, edited cases, chapter summaries, and end-of-chapter exercises An appendix with useful forms A manageable length that makes this book ideal for shorter courses Completely updated, The Fourth Edition includes: New chapter questions Updated state-specific material in the final chapter Updated tax materials, including the new federal tax form New and updated forms in the appendix Comprehensive and practical, this manageable text conveys everything paralegal students need to know about wills, trusts, and estates without overwhelming them. an instructor website to support classroom instruction using this title is available at www.aspenlawschool.com/helewitz_wills4 . |
| estate planning paralegal training: Elder Law for Paralegals Laurel A. Vietzen, 2024-05-28 Elder Law for Paralegals prepares students to assume a productive role in law firms that focus on elder law. A wealth of learning and teaching aids reinforces the lessons in the text. A highly adaptable structure and generous ancillary support make teaching Elder Law and related courses a pleasure even if you've never taught it before. Timely and practical, Elder Law for Paralegals features: consistently rich and innovative pedagogy, including crossword puzzles, marginal definitions, review questions, and practice exercises practical tips that address cultural and generational differences between young adults and the elderly up-to-date internet resources, conveniently referenced throughout the text a flexible design that works with a variety of approaches and objectives, including hybrid and on-line course |
| estate planning paralegal training: The Complete Paralegal Certification Handbook Virginia Koerselman Newman, 2020 Prepare for success on any of the top three paralegal certification exams with the only comprehensive review handbook specifically designed to help new or experienced paralegal professionals earn certification. Koerselman Newman's THE COMPLETE PARALEGAL CERTIFICATION HANDBOOK, 5E equips you to take certification exams from the National Association of Legal Assistants (NALA), National Association of Legal Secretaries and Legal Professionals (NALS), or National Federation of Paralegal Associations (NFPA). You learn from an experienced author and attorney who applies years of teaching and professional experience to help you achieve certification goals. New side-by-side comparisons present areas of paralegal practice that are tested with details of eligibility, application and testing requirements, and essential content for each exam. Three new chapters focus on the latest developments in interviewing, estate planning and probate, and tort law. New examples, outlines, practice tests, and testing tips help refine your skills for certification testing and career success. |
| estate planning paralegal training: Essentials of Real Estate Law Steven A. McCloskey, Ann Cantrell, 2014-01-09 REAL ESTATE LAW FOR LEGAL PROFESSIONALS is an accessible, complete, and easy-to-understand introduction to the principles of real estate law. Using actual cases and examples -- many drawn from the author's extensive experience as a real estate attorney and instructor -- it covers all the concepts and issues that paralegals and real estate professionals should understand. Areas of coverage include: estates in land, concurrent ownership, landlord-tenant law, rights, duties, restrictions, transfers, real estate sales, lending, title searches, closings, deeds, mortgages, promissory notes, condos, coops, homeowner associations, and real estate development and investment. Each area is first introduced with a high-level overview that sets the stage for the deeper coverage that follows. Effective learning is promoted through chapter outlines, actual and hypothetical cases, definitions of key terms, review and critical thinking questions, and other pedagogical features. |
| estate planning paralegal training: Family Law for Paralegals J. Shoshanna Ehrlich, 2013 Thoughtful and carefully-written, Family Law for Paralegals presents the nuts-and-bolts in a relevant historical framework with exposure to some of the most dynamic issues in family law today. The comprehensive coverage balances the basic issues of marriage and divorce with cutting-edge concerns such as non-marital families, child abuse and neglect, and same-sex marriage. Helpful real-life examples and sample forms show students what they will encounter in practice. Useful pedagogy helps students develop their critical thinking and writing skills, and a range of assignments in each chapter provides practice in research, analysis, memo-writing, and argumentation. Fresh new cases enliven the Sixth Edition. New material features changes in the law relating to same-sex marriage as well as technological innovations such as e-filings for divorce. A new discussion of divorce and military families is presented, and issues related to international families are explored. The Sixth Edition covers all the new rulings on the Defense of Marriage Act (DOMA.) Features: nuts-and-bolts of family law in relevant historical framework with exposure to dynamic, contemporary issues comprehensive coverage fundamental issues of marriage and divorce cutting-edge concerns: non-marital families, child abuse and neglect, and same-sex marriage real-life examples and sample forms preview actual practice useful pedagogy helps students develop critical thinking and writing skills summaries key terms review and discussion questions range of assignments for practice in research, analysis, memo writing, and argumentation Thoroughly updated, the revised Sixth Edition presents: fresh new cases current changes in the laws relating to same-sex marriage new coverage of technological innovations, such as e-filings for divorce discussion of divorce and military families legal issues related to international families new rulings on the Defense of Marriage Act (DOMA) |
| estate planning paralegal training: A Practical Guide to Commercial Real Estate Transactions Gregory M. Stein, Morton P. Fisher, Michael D. Goodwin, 2016 For proven guidance and techniques for handling a commercial real estate deal, this practical guide will help you negotiate and close the deal. The authors cover each step of a real estate transaction in the order in which it generally arises, and offers pertinent advice, practice comments, and sample forms throughout. Because much of the real estate lawyer's practice revolves around transactional documents, the book's chapters emphasize the drafting, negotiation, and revision needed to get a deal closed. Written by a law professor and two real estate practitioners, this book offers a useful combination of text overview and practice pointers. It helps lawyers with less experience navigate through the maze of steps involved in a real estate transaction. At the same time, it serves as a valuable reference for more seasoned attorneys as well as those whose practice is concentrated in other areas of the law. Downloadable forms are available online. |
| estate planning paralegal training: Flexible Trusts and Estates for Uncertain Times Jerold I. Horn, 2007 |
| estate planning paralegal training: Lawyers in ACTION. United States. Action, 1975 |
| estate planning paralegal training: ABA Model Guidelines for the Utilization of Paralegal Services American Bar Association. Standing Committee on Paralegals, 2018 |
| estate planning paralegal training: The Legal Assistant's Complete Desk Reference Ursula Furi-Perry, 2011 Resource added for the Paralegal program 101101. |
| estate planning paralegal training: Paralegal Practice & Procedure Fourth Edition Deborah E. Larbalestrier, Linda Spagnola, Esq., 2009-07-07 The completely revised and updated fourth edition of the most trusted paralegal desk references on the market. Now fully revised and expanded: the bestselling desk reference for paralegals at any level. Each chapter has been completely updated to include the latest step-by-step instructions for every aspect of a paralegal's job, with new procedures, checklists, and resources throughout. Topics covered include: ? Paralegal ethics ? Training programs ? Court systems and court procedures ? Federal court practice and procedures ? Pretrial practice and procedure ? Legal research tools ? Electronic trial preparation procedures In addition to the general resources that will be of value to every paralegal, this guide also includes detailed information on practice and procedures for working in specialty law firms. |
| estate planning paralegal training: Ethics and Professional Responsibility for Paralegals Therese A. Cannon, Sybil Taylor Aytch, 2017-09-12 With complete coverage of the ethical principles that inform the role of the paralegal, Ethics and Professional Responsibility for Paralegals, Eighth Edition is ideal for use as either a primary course book, or a supplementary text. An authoritative presentation combined with clear and readable pedagogy enriches all levels of inquiry into the ethics of legal practice. Key Benefits: Comprehensive coverage of the professional responsibilities of paralegals, illuminated with chapter overviews, key terms, and a student-friendly organization. Discussion questions with hypotheticals and review questions in each chapter. Landmark cases, many involving paralegals, that demonstrate how the principles and rules of ethics are applied. Updated ethics opinions, with a focus on technology and social media, supported by new hypotheticals. Expanded coverage of how technology is affecting various aspects of ethics and practice, including confidentiality and privilege, competence, conflicts of interest and advertising. Many new cases including: State Bar v. Lang (unauthorized practice of law), Committee v. JPMorgan Chase (competence), Lola v. Skadden (professionalism), Pension Committee v. Banc of America Securities (advocacy), and McDermott v. Superior Court (confidentiality). |
| estate planning paralegal training: Financial Peace Dave Ramsey, 2002-01-01 Dave Ramsey explains those scriptural guidelines for handling money. |
| estate planning paralegal training: Contract Law for Paralegals Kathleen Reed, John J. Schlageter III, Henry Cheeseman, 2019-03-15 For courses in contract law for paralegals. A hands-on guide to contract development Contract Law for Paralegals introduces future paralegals to all facets of contract preparation, including ethical, practical, and professional issues. Updated for current case law, the text combines a strong foundation in essential principles with actionable insight into researching, creating, and interpreting contracts. Along the way, students practice drafting contracts for equipment, real estate, and business sales, while completing critical thinking assignments involving attorney briefings and legal cases. The 3rd edition includes new and revised contract examples, contract law cases, and exercises that build skills, provide drafting practice, and generate samples for a paralegal portfolio. |
| estate planning paralegal training: Practical Real Estate Law Daniel F. Hinkel, 2014-02-01 Gain a solid understanding of the role of today's real estate paralegal and the intricacies of real estate law and transactions using PRACTICAL REAL ESTATE LAW, 7th edition. This comprehensive resource provides students with clear explanations to help you understand the complexities of real estate law. The book's case-based approach explains legal principles using practical applications and the most current examples. Updates throughout this edition clarify the latest rulings and industry regulations, while case summaries illustrate how legal principles operate in today's world. New case problems and assignments offer practice in reading and analyzing case material. Meaningful discussions, checklists and well-illustrated forms guide students through all areas of modern real estate practice with an emphasis on important ethical concerns. Students develop a solid understanding of transactional real estate--from real estate contracts and brokerage relationships to surveys, title insurance, taxation and real estate finance as they relate to both residential and commercial processes. Important Notice: Media content referenced within the product description or the product text may not be available in the ebook version. |
| estate planning paralegal training: Paralegal Today: The Legal Team at Work Roger LeRoy Miller, Mary Meinzinger, 2016-01-01 Succeed in your course and your career as a paralegal with PARALEGAL TODAY: THE LEGAL TEAM AT WORK. This updated Seventh Edition shows you how current technology and social media tools are used in practice, while helping you develop an understanding of the laws in our society, the importance of ethical and professional responsibility, and the skills needed to thrive in today's legal environment. Real-world examples, practical applications, ethical dilemmas, hands-on assignments, and an entire chapter on paralegal careers (with salary information) prepare you to meet the challenges of today's paralegal working environment. Important Notice: Media content referenced within the product description or the product text may not be available in the ebook version. |
| estate planning paralegal training: Paralegal Certificate Course Workbook Kirk, 2010 |
| estate planning paralegal training: A Practical Introduction To Paralegal Studies Deborah E. Bouchoux, 2022-10-27 Bridging the gap between the classroom and the real world, A Practical Introduction to Paralegal Studies offers a thorough exploration of the entire paralegal profession. In a logical three-part organization, experienced author Deborah Bouchoux covers the fundamentals of the paralegal profession and the American legal system, along with the paralegal skills essential for success in the workplace. This engaging and well-written text provides the pragmatic and realistic information students need to hit the ground running. New to the Third Edition: All new Case Illustrations, Discussion Questions, and Internet Closing Arguments. New forms provided throughout the text. Up-to-date information on trends in regulation of the paralegal profession, including overview of innovative limited licensing programs in Washington and Utah as well as other proposals to close the access-to-justice gap. Updated coverage of ethics, including new trends such as alternative business structures, and cutting-edge developments such as nonlawyer ownership of law firms, litigation financing, use of social media, and whether internet-accessible advice and forms constitute the unauthorized practice of law. New developments in computer-assisted legal research, including the use of artificial intelligence and using free tools such as Google Scholar, GovInfo, Congress.gov, and CourtListener to access American law are discussed in Chapter 5. Significantly expanded section on e-discovery in Chapter 8, including a sample privilege log. New section in Chapter 11 on current disruptions to legal services, including alternative legal service providers and other trends. New tips and approaches to getting a job, setting “SMART” goals, handling tricky interview questions, and future-proofing your career, as well as an expanded discussion of soft skills needed to succeed on the job in Chapters 10 and 12. Professors and students will benefit from: Topical coverage that closely adheres to the nature of paralegal work Pedagogical devices that enhance learning, such as chapter overviews, key terms, marginal definitions, website references, case illustrations, practice tips, and chapter summaries Research exercises and Internet-based exercises in each chapter that mirror those performed by the working paralegal Charts, graphs, sample forms, and other aids to enhance learning |
| estate planning paralegal training: Paralegal Assistants United States. Congress. Senate. Committee on the Judiciary, 1974 |
| estate planning paralegal training: Savvy Estate Planning James L. Cunningham Jr., 2017-09-19 Too many people make the wrong choices when it comes to estate planning. If it's not done properly, you could leave your loved ones facing trouble when you pass away or become incapacitated. Fortunately, you can learn from others' mistakes and be prepared before speaking to a lawyer about your future. In this no-nonsense guide, attorney James L. Cunningham, Jr. shows how to avoid the top-ten mistakes that could damage your financial succession, family, heirs, and legacy. You'll get the unvarnished picture on probate, living trusts, living wills, powers of attorney, conservators, and guardians, as well as disability and incapacity planning and how to find the right attorney for you. There's even a checklist to guide you on what issues to discuss with them. Savvy Estate Planning provides the essentials you need to know about estate planning. The only mistake you could make now would be to ignore it. |
| estate planning paralegal training: Introduction to Paralegalism: Perspectives, Problems and Skills William Statsky, 2015-02-02 Master the hands-on skills you’ll need to succeed in a modern law office with INTRODUCTION TO PARALEGALISM, 8e. Ten critical skills are covered in the book: identifying legal issues, breaking rules into elements,applying rules to facts interviewing clients, investigating facts, digesting discovery documents, providing litigation assistance, researching the law, drafting documents, and representing clients at administrative agencies where authorized by law.Packed with real-life insights and real-world examples,the text helps you understand the ethical guidelines that lawyers and paralegals must follow and covers the efforts underway to regulate the profession in legislatures, courts, bar associations, and paralegal associations. Important Notice: Media content referenced within the product description or the product text may not be available in the ebook version. |
| estate planning paralegal training: Wills, Trusts, and Estate Administration for Paralegals Mark Alan Stewart, 1995 |
| estate planning paralegal training: Paralegal Assistants United States. Congress. Senate. Committee on the Judiciary. Subcommittee on Representation of Citizen Interests, 1974 |
| estate planning paralegal training: Legal Document Preparation Manual , 2013-07-18 This book is designed to be used in conjunction with the Paralegal Certificate Course© and other paralegal studies courses to quickly and efficiently prepare paralegals. The notes and samples are designed to reinforce course lesson materials, and to help the student learn to apply the concepts and practical skills necessary for a successful paralegal career. |
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Program Goals and Objectives Contact Information
• To adapt easily to the changing role of the paralegal and to the changing needs of the legal community. The objectives of the Paralegal Training Program are: • To provide candidates with …
US law firm professional services salary guide - thesrgroup.com
Estate Planning Paralegal USD 72,500 Boutique law firm Litigation Paralegal USD 80,000 Boutique law firm Insurance Defense Paralegal USD 62,400 Midsize firm Salt Lake City IP …
IN REVIEW CRYPTOCURRENCY PROBATE What Happens to …
Aug 8, 2024 · currently works at Athlon Legal, APC in Pasadena as a Paralegal Assistant. As the firm’s Paralegal Assistant, Isis helps draft estate planning and estate administration documents …
CHAPTER 14: ESTATE PLANNING
8. An estate planning device whereby a portion of a deceased spouse’s estate passes to a trust instead of directly to the surviving spouse 9. The right to pass on an interest in property to …
April Spring 2021 Florida Registered Paralegal - The Florida Bar
Wills, Trusts and Estate Planning . Paralegal..... 8 Automatic Clerk Review for ... You can browse by different titles and keywords, including paralegal, legal assistant and others. The Career …
BUS-59 – Paralegal Certificate Program with Externship
Last Revision Date: 1/20/2020 To register for courses go to https://ce.fresno.edu Page 3 of 21 • Prepare a resume for a paralegal position ETHICS OF THE PARALEGAL PROFESSION • …
Sylvia Prokop - sipro.yolasite.com
Paralegal/Office Manager Business Law, Employment Law, Real Estate, Wills, Trusts & Estate Planning, Probate Review, analyze, draft, and file various legal documents Legal Research …
Paralegal Studies (PARA) - catalog.gcccd.edu
Paralegal Studies (PARA) Cuyamaca College 2024-2025 1 ... review of the customary means of accomplishing estate planning objectives including wills, trusts, taxation, asset protection, and …
LAW - Cerritos College
LAW 112* Estate Planning for the Paralegal 3 LAW 113* Fundamentals of Alternate Dispute Resolutions 3 LAW 114 Law on the Internet 3 LAW 115* Elder Law 3 LAW 116* Criminal Law 3 …
Estate Planning, Trust Funding, and Probate/Settlement …
Estate Planning, Trust Funding, and Probate/Settlement Paralegal Job Type: Full-time, limited ability to work remotely. Job Description Fantastic opportunity for a Trusts & Estates / Estate …
Wills Trusts And Estates For Legal Assistants - treca.org
Wills, Trusts, and Estate Administration for the Paralegal Dennis R. Hower,1996 The leading text in the field takes. 4 a practical approach, illustrating legal principles through examples, …
April Spring 2021 Florida Registered Paralegal - The Florida Bar
Wills, Trusts and Estate Planning . Paralegal..... 8 Automatic Clerk Review for ... You can browse by different titles and keywords, including paralegal, legal assistant and others. The Career …
ESTATE PLANNING QUESTIONNAIRE TRUST - dmkylelaw.com
current estate plan and evaluate whether changes are desired or required. 2. To provide your estate planning attorney with the information needed to make a similar analysis. 3. To help you …
Untangling Heirs' Property - Local Initiatives Support …
estate planning, the property is transferred to their descendants (heirs) as undivided property. ... paralegal as support staff, as well as developing and housing shared networks ... network of …
PARALEGAL EXAM SPECIFICATIONS FOR ESTATE …
substantial knowledge of significant legal concepts and corresponding paralegal skills in estate planning and probate law. EXAM FORMAT. The exam is 4 hours in length and is divided into …
TBLS PARALEGAL CERTIFICATION APPLICATION
• An ABA approved program of education and training for paralegals; • A paralegal program that consists of a minimum of 60 semester credit hours of which at least 18 such credit hours are in …
HELPFUL HINTS FOR PARALEGALS TAKING A TBLS …
For Estate Planning and Probate Law Exam: (1) initial client interviews; (2) estate planning; (3) estate administration – assisting with probate and/or administration of estates, trusts, …
PARALEGAL STUDIES 145 ESTATE PLANNING - cuyamaca.edu
PARALEGAL STUDIES 145 ESTATE PLANNING 2 hours lecture, 2 units Catalog Description Overview of the subject of planning an owner's estate, including a review of the customary …
Estate Planning and Corporate Paralegal - colemantalley.com
The successful candidate must have a minimum of 1 year paralegal experience, preferably in the areas of estate planning and probate. Paralegal certification or college degree preferred; …
APPROVED TRAINING CATALOG - Workforce Solutions Alamo
training courses: One-time cap of $5,000.00 per Participant ... Planning, and Expediting Clerks Materials Coordinator, Materials Planner, Planner, Production Assistant, Production ... Real …
SAMPLE RETAI NER AGR EE M EN T W I LLI CK L A W G RO UP
specifically that communications are normally maintained through the paralegal staff, and that the “team approach” utilized in Attorney’s office makes it likely that different tasks will be attended …
Job Title: Estate Planning, Probate & Trust Administration …
• 1-3 years of experience as a paralegal, with a preference for experience in estate planning, probate, and trust administration. • Excellent written and verbal communication skills. • Strong …
Model Guidelines For The Utilization Of Legal Assistant …
guidelines, covering a lawyer’s supervisory and training responsibilities, the permissible scope of delegation, how legal assistants are held out to clients, the courts and the public, and …
Morgan Law Group - Legal Assistant/Paralegal - Estate …
May 24, 2024 · Morgan Law Group - Legal Assistant/Paralegal - Estate Planning About Us: Morgan Law Group is a boutique estate planning firm located in Newport Beach. Our dedicated …
STATE BAR RULES ARTICLE XV LICENSED LEGAL …
J. “Paralegal” means a person—qualified through various combinations of education, training, or work experience—who is or has been employed or engaged by a lawyer, law office, court, …
Estate Planning Paralegal - ils.blogs.com
Our family-owned Estate Planning Law Firm in Pittsburgh is growing and we are looking to hire an experienced full-time Paralegal. We help young parents stop gambling with their children’s …
TRUST AND ESTATES PROBATE PARALEGAL - Rubin and …
TRUST AND ESTATES PROBATE PARALEGAL . ABOUT THE FIRM . Rubin and Rudman LLP is a mid-size, full-service, Boston -based law firm. For more than a century, Rubin ... Ability to …
TBLS PARALEGAL CERTIFICATION APPLICATION
• An ABA approved program of education and training for paralegals; • A paralegal program that consists of a minimum of 60 semester credit hours of which at least 18 such credit hours are in …
Robert Sagrillo, JD, LLM President, Chief Legal Officer …
Colorado Estate Planning, Will Drafting and Estate Administration Forms, Matthew Bender & Company, Inc., 2002-2005 Basic Probate Procedures and Practice in Colorado, National …
U.S. Department of Labor
Paralegal B has worked as a paralegal for 10 years. Her education and training include significant on-the-job training. She spends about 55% of her time “reviewing and analyzing documents …
Paralegal - Eastern College
Real Estate Law ‐ Level II 80 Employment, Insurance and Tenancy Law 20 Legal Accounting and Practice Management 40 Criminal Law and Summary Conviction Procedure 40 Career …
BLENDED CLASSROOM PARALEGAL STUDIES - Boston …
estate planning, and family law. In the probate section, students learn about wills and what happens if one dies without a will. A case study will illustrate a typical chain of legal events that …
A BASIC GUIDE FOR PARALEGALS AND OTHER …
paralegal is a person qualified by education, training or work experience who is employed or retained by a lawyer, law office, corporation, governmental agency or other entity who performs …
Darick Kowalski | Paralegal - Klein DeNatale Goldner
- Trademark Paralegal Carle Mackie Power & Ross, LLP, 2019-2021 - Trademark Paralegal Spaulding, McCullough & Tansil, LLP, 2018-2019 - Litigation & Estate Planning Legal Assistant …
The California Probate Paralegal - Carolina Academic Press
Chapter One · Introduction to Probate, Estate Planning and Administration 3 Probate, Estate Planning, and Estate Administration in California 3 The Paralegal’s Role in Probate and Estate …
Position Description Title: Probate/Estate Planning Paralegal ...
Probate/Estate Planning Paralegal. We are looking forward to finding the right legal professional to add to our growing team of staff and attorneys who practice in the areas of estate planning, …
Ethical Issues in Illinois Estate Planning and Trust /Estate …
skill set and expertise. The lawyer must not accept representation of an estate planning project or Estate Administration that requires skill and knowledge which lawyer does not have. B. …
