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Crafting Future Legacies: A Paralegal's Guide to Estate Planning Success 2023

Product ID: CA3541R10
Presented By: State Bar of Wisconsin PINNACLE

Crafting Future Legacies: A Paralegal's Guide to Estate Planning Success

Where there’s a will…

A well-executed estate plan gives clients peace of mind and makes administration of the estate a smoother process for their loved ones. Paralegals who are well-versed in estate planning fundamentals can have a meaningful impact on the lives of clients by helping develop successful estate planning strategies.

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Interested in sponsoring this program? Find out more.

Select a Format

OnDemand seminar

Pricing

Member $99.00

Non-Member $129.00

Date and Time

Thursday, March 21, 202412:00 PM - 1:00 PM CT

Add to Calendar 3/21/2024 12:00:00 PM 3/21/2024 1:00:00 PM America/Chicago Crafting Future Legacies: A Paralegal's Guide to Estate Planning Success 2023

Crafting Future Legacies: A Paralegal's Guide to Estate Planning Success

Where there’s a will…

A well-executed estate plan gives clients peace of mind and makes administration of the estate a smoother process for their loved ones. Paralegals who are well-versed in estate planning fundamentals can have a meaningful impact on the lives of clients by helping develop successful estate planning strategies.

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NOTE: This seminar is not included in the scope of our GPA approval with the BBE. At this time, CLE/EPR credit for attorneys is not granted by the BBE.

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Maximum quantity must be less than or equal to 1.

Crafting Future Legacies: A Paralegal's Guide to Estate Planning Success

Where there’s a will…

A well-executed estate plan gives clients peace of mind and makes administration of the estate a smoother process for their loved ones. Paralegals who are well-versed in estate planning fundamentals can have a meaningful impact on the lives of clients by helping develop successful estate planning strategies.

Read More ↓

About the presenter:

Angela M. Gonzalez, SBWCP is a lifelong learner with a passion for adventure. After teaching English in Central Europe and earning her master’s degree, she earned her LLB from the University of London. Her experience as a paralegal in Budapest ignited her love for legal research and document drafting, which she continued to cultivate upon her return to the U.S. in 2009. Angie’s diverse background enables her to easily connect with people and to excel in client communication.

As a State Bar of Wisconsin Certified Paralegal at Ruder Ware, Angie specializes in trust and estate administration while drawing upon her knowledge of other areas of law to benefit clients. She is a member of the Paralegal Association of Wisconsin and the National Federation of Paralegal Associations and presents on probate and other matters for various educational outfits. Beyond her legal career, Angie is an avid reader and alongside her husband, she is deeply committed to animal welfare, having rescued and rehabilitated numerous four-legged companions.

NOTE: This seminar is not included in the scope of our GPA approval with the BBE. At this time, CLE credit for attorneys is not granted by the BBE.

·        Understand the paralegal’s role in assisting clients with estate planning

·        Learn estate planning basics, including wills, trusts, and powers of attorney

·        Develop a clear understanding of the consequences of intestacy

·        Explore techniques that enable clients to transfer assets without probate proceedings

·        Distinguish between revocable and irrevocable trusts and know when to use each type

·        Ensure clients’ assets are distributed according to their wishes

·        All paralegals

Book Bonus!

Eckhardt’s Workbook for Wisconsin Estate Planners

Seminar attendees will enjoy a free two-week trial of the Eckhardt’s Workbook for Wisconsin Estate Planners Books UnBound® title and an invitation to save 15% on either a 1-year subscription to the Books UnBound title or purchase of the print book.* Eckhardt’s is a best-selling one-stop reference that demystifies the increasingly complex art of estate planning.

*Attendees will receive information to access the free trial and discount via email after attending the program. Discount applies to both print and digital Books UnBound® editions of this title and cannot be applied to previous purchases. Offer valid as long as CLE credit is available for this program. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of full library.

 

 

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