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Estate Planning Essentials for Paralegals
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6/25/2025
When: June 25, 2025
10:00AM-5:00PM ET
Where: United States
Contact: Cassi Gruber
cassi.gruber@nbi-sems.com
715-835-8525

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Prepare to perform your key estate planning tasks with confidence. This practical guide offers specialized case/client intake and communication tips, case management advice, will and trust essential provisions breakdowns, and an overview of top trust structures and their uses. You will also get an introduction to trusts and estates taxation, including sample documents and filing guidance. Come away with a working understanding of trusts and estates paralegals' duties and with the confidence to do the job. 


Event URL: http://ipe-sems.com/products/100376

 

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