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August 2020 Back to Top
NFPA Board of Directors Virtual Summer Meeting. Meetings are open to all NFPA members.
To attend this meeting, you must accept the terms of the Confidentiality Agreement.
SATURDAY, AUGUST 1
Saturday Welcome and Team Building
8:00 am - 9:00 am CST
Saturday Board Meeting
9:00 am - 1:00 pm CST
(Breaks will be included in meeting time)
Get Top Tips for Professional Success
From the Initial Meeting and Investigation to Trial Preparation
Get a Current and Accurate View of Government Benefits Eligibility and Procedures
Join us for a journey which is nearly a century in the making in America where civil rights for all men and women were not always guaranteed. We will examine the legal history of the movement including discussing laws which criminalized LGBT behaviors; discussing landmark cases which involved discriminatory practices against the LGBT community; and discuss current cases which may affect our communities. The goal of this discussion is to create a neutral and well rounded understanding of the LGBT movement without bias as we celebrate PRIDE in America and the 51st Anniversary of the event which started it all, or was it?
Practical Guidance for Requesting, Reviewing and Summarizing Medical Records
Topic: Probate Litigation Lessons for Real Estate Lawyers/Paralegals
Real estate transactions may be subject to challenge in probate court both before and after the (former) owner’s death by the owner’s spouse, children, conservator, devisees, beneficiaries, creditors, or other interested parties. This session will discuss real estate pitfalls, procedures, and available remedies in probate, trust, guardianship/conservatorship, and related proceedings.
Avoid Errors That Will Make You (and Your Attorney) Look Bad
Practical Insights to Help with Inventory, Tax and Court Filings, Final Account and
Integrate Paperless Processes and Tricks Into Your Daily Tasks
NFPA Webinar: Practical Asset Valuation Tips in Probate and Trust Administrations
August 19, 2020 at 12:00 pm CT
Speaker: Angela M. Gonzalez
Paralegals are at the forefront of valuing assets in post-death trust and probate administrations. Issues arise if we incorrectly value an asset, or are unaware of the questions we should ask our attorneys and accountants and clients when it comes to obtaining values for certain assets. This is especially true for estates that file a federal estate tax return for portability. We will discuss valuing assets for "regular" and “portability” estates, what questions to ask, and strategies for discussing these assets with your attorneys and accountants. We will not discuss portability tax returns themselves.
1) Regular asset valuations vs portability valuations
2) Difficult assets to value: Closely-held business valuations
3) Difficult assets to value: Digital assets, unclaimed property, personal property, and more
4) Samples of inventory summaries based on specific administration.
Get the Skills to Help You Get Things Done More Quickly and Effectively
Agenda Topics, Bylaw Amendments, Administrative Resolutions
Vice President & Director of Marketing
Topic: Helpful tips and pitfalls for working with ADR professionals
This presentation is intended to assist paralegals in preparing their clients for ADR processes. The discussion will include how paralegals can work effectively with ADR providers as well as how paralegals can facilitate their client’s successful participation in the ADR process. We will focus on useful strategies for navigating the PC, PTE, Mediation, and Child Inclusive Mediation processes.
Speaker: Kristin Woulfe, MA
Join the MSBA Family Law and Juvenile Section for its annual presentation of Family Practice Update on Wednesday, August 26th at 1 p.m.!
Learn how to be an effective and efficient employee benefits paralegal.
What You Need to Know to Maintain Compliance