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Overview

Wills, Trusts, POAs, Health Care Decisions, Tax Returns, and More Essential Documents and Tools

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. Register today!

• Improve and customize your client intake and make sure all the necessary documents are gathered.
• Learn how to better prepare clients for the estate planning process and organize case files.
• Assist clients in creating and updating their medical decision-making documents.
• Distinguish between different types of financial POAs and help clients designate proxies.
• Identify key terms and parties of trusts and explore essential provisions.
• Review tax documents you will encounter in estate planning and administration.
• Steer clear of UPL with an overview of common gray areas.

Abbreviated Agenda

1. Estate Planning Case Intake and Client Communications
2. Powers of Attorney, Advance Directives, Disposition of Remains
3. Intestacy Rules and Essential Will Provisions
4. Types of Trusts and How to Draft Them for Attorney Review
5. Ethics for Estate Planning Paralegals
6. Taxation of Trusts and Estates 101
7. Tax Documents, Deadlines, Submitting Returns