Upcoming Live Webinars

As a member benefit, paralegals who may wish to view the live webinar in a group setting of five or more, may be eligible for a 10% discount on the total fee. Please email NFPA Vice President and Director of Profession Development at VPPD@paralegals.org.  

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.

Learning Objectives:
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. 

Cost is $25.00 for Members | $50.00 for non-members
This webinar is worth 1.0 CLE Credit


Recorded webinars are available to view on-demand



National Paralegal Reporter, NFPA, PACE Registered Paralegal, RP, PACE, the PACE design logo, NFPA - The Leader of the Paralegal Profession and the NFPA design logo are all Registered Trademarks/Service Marks of NFPA; NFPA - Your partner in your profession, PACE - The Standard for Excellence, Paralegal CORE Competency Exam, PCCE, PCC Exam, CORE Registered Paralegal, CRP and PCCE design logo are Trademarks/Service Marks of NFPA. Corporate Sponsor logos and CLE provider logos used with permission. Site content © copyright 2020 National Federation of Paralegal Associations, Inc. except where noted otherwise. Interested in republishing content from this website? Download our Reprint Permission Form. (PDF) Links to other organizations are provided solely as a convenience and do not constitute an endorsement by NFPA unless specifically indicated. By clicking a link to an external web site you acknowledge that NFPA assumes no responsibility for the content of that site or any service it may offer. View our privacy statement.
image widget