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Wills & Wisdom: Mastering Estate Planning with Paralegal Precision 2024

Product ID: CA3653R
Presented By: State Bar of Wisconsin PINNACLE

Willing and able

A robust estate plan not only offers clients reassurance their wishes will be respected, but also streamlines the estate administration process for their families. Estate planning proficiency allows paralegals to have a meaningful impact on the lives and legacies of clients. Read More ↓

Interested in sponsoring this program? Find out more.

Pricing

Member $99.00

Non-Member $149.00

Credits

1 CLE

Date and Time

Tuesday, May 28, 202412:00 PM - 1:00 PM CT

Add to Calendar 5/28/2024 12:00:00 PM 5/28/2024 1:00:00 PM America/Chicago Wills & Wisdom: Mastering Estate Planning with Paralegal Precision 2024 Willing and able

A robust estate plan not only offers clients reassurance their wishes will be respected, but also streamlines the estate administration process for their families. Estate planning proficiency allows paralegals to have a meaningful impact on the lives and legacies of clients. aagOTNdBczOPpqCrTmAF60877

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

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Willing and able

A robust estate plan not only offers clients reassurance their wishes will be respected, but also streamlines the estate administration process for their families. Estate planning proficiency allows paralegals to have a meaningful impact on the lives and legacies of clients. Read More ↓

Christina Traub has over two decades of customer service expertise and a robust legal background. She brings a unique blend of practical problem-solving and advanced technical proficiency to the legal field. Currently serving as a Growth Specialist at ProfitSolv, she has demonstrated ability in building and maintaining client relationships, tailoring solutions to meet diverse needs, and expanding clientele. Christina also teaches a Legal Computer Applications course for Madison College and received the Provost Award for Faculty Excellence in 2023 because of her dedication to student success. Beyond her professional endeavors, she is also an active volunteer and public speaker.

  • Gain a comprehensive understanding of estate planning fundamentals 
  • Understand the legal framework governing wills and trusts in Wisconsin
  • Enhance your role within the legal team by mastering essential estate planning tasks
  • Discover the art of drafting precise legal documents
  • Develop your problem-solving skills by studying practical real-world scenarios 
  • Explore the ethical responsibilities of paralegals in the estate planning contex

All paralegals

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