Yes, these courses qualify for mandatory continuing legal education for: National Association of Legal Assistants, State Bar of California, Florida, North Carolina, and Louisiana State Paralegal Association. For all others please check with the corresponding institutions.
ODW22C20 – CP Review – Estate Planning and Probate
This session assists those preparing for the CP Exam, focusing on review for the estate planning and probate portion of the Knowledge Exam. The topic will be focusing on the keywords in this area on knowledge, comprehension, and application.
Course Category: On-Demand Webinars
Course Level: Basic
CLE Credit: Substantive
CLE Hours: 1.0
Fees: $45 for Members and $65 for Non-members
Course Materials: Conference recording and a PDF of the PowerPoint slides.
Description: This session assists those preparing for the Certified Paralegal Exam, focusing on review for the estate planning and probate portion of the Knowledge
Exam. The topic will be presented in the form of an outline focusing on the keywords in this area of law. Bonus materials will include sample multiple choice questions. This course is structured and organized to provide a guide for studying for the Knowledge portion. The session will focus on knowledge
(recalling definitions of keywords), comprehension (understanding and giving examples of the main ideas of keywords), and application (using acquired
knowledge about keywords to solve problems). The session will introduce the main estate planning tools such as wills, trusts, powers of attorney, advance
directives, and non-probate transfers and the basic requirements of each. Probate administration will be discussed for testate succession and intestate
succession.
Exam. The topic will be presented in the form of an outline focusing on the keywords in this area of law. Bonus materials will include sample multiple choice questions. This course is structured and organized to provide a guide for studying for the Knowledge portion. The session will focus on knowledge
(recalling definitions of keywords), comprehension (understanding and giving examples of the main ideas of keywords), and application (using acquired
knowledge about keywords to solve problems). The session will introduce the main estate planning tools such as wills, trusts, powers of attorney, advance
directives, and non-probate transfers and the basic requirements of each. Probate administration will be discussed for testate succession and intestate
succession.
Objectives for attendees include:
(1) Understand reasons for estate planning;
(2) Identify the different types of wills, trusts, powers of attorney,
and non-probate types of assets;
(3) Review common provisions in wills and trusts;
(4) Distinguish testate succession from intestate succession;
(5) Identify
the formalities for drafting a will;
(6) Review the basic steps of a probate administration;
(7) Become familiar with estate tax forms and concepts;
(8) Identify
challenges to wills and trusts; and
(9) Discuss documents related to health care.
Course Year: 2022
After successfully completing this course a completion email will be sent stating that your certificate is now available. To view your certificate and transcript please visit nala.education. Click on the blue arrow in the top right and select transcript. From this menu, you can view or print certificates or your transcript.
Courses are priced for individual use and consumption and are not intended for rebroadcast and sharing.