Tax Basis 101 for Estate Planning Paralegals

Virtual
Third Party CLE

Understanding tax basis is critical to planning asset disposition, minimizing tax burdens, and ensuring compliance in estate planning and administration. Do you know how it works? This practical course provides essential knowledge of tax basis concepts, focusing on the critical tasks paralegals perform to support attorneys and CPAs. Learn how to identify, gather, calculate, and […]

$119

Case Management Techniques for Paralegals: Saving Time With Technology

Virtual
Third Party CLE

If you want to excel in your role, you need to embrace technology. This guide is designed to equip you with the latest tech tools and tips for more streamlined case management. Learn how to automate key tasks, improve document organization and access, and more. Save time by letting technology do much of the work […]

$119

Discovery Management for Paralegals: Logs, Templates, Checklists, and More

Virtual
Third Party CLE

Discovery can be overwhelming - mountains of documents, tight deadlines, and uncooperative individuals. This program is designed to help you keep it all together with nifty checklists, workflow tips, and technology that save time, boost organization, and reduce stress. Gain confidence in managing even the most demanding discovery projects - register today! Avoid oversights and […]

$319

Navigating UCC Filings: A Guide for Corporate Paralegals

Virtual
Third Party CLE

Are you confident your UCC filings and searches are protecting your clients' security interests - or are small errors putting the deals at risk? This practical paralegal course will equip you with the essential knowledge and practical skills to confidently manage Uniform Commercial Code (UCC) filings. Through focused instruction on filing requirements, search strategies, and […]

$119

Paralegals’ Checklist Guide to Real Estate Transactions

Virtual
Third Party CLE

Real estate transactions are complex, time-sensitive, and often filled with nuanced details that can make or break a deal. Having the right tools at your fingertips is crucial to ensuring everything runs smoothly, efficiently, and without costly mistakes. This practical paralegal guide will equip you with checklists for every stage of a real estate transaction […]

$219

Discovery in Divorce: A Game Plan for Paralegals

Virtual
Third Party CLE

Discovery in divorce cases can be complex, emotional, and document heavy. This program provides paralegals with concrete strategies for navigating disclosures, handling e-discovery, tackling financial records, and coordinating with clients under pressure. Gain confidence in your role and sharpen your organizational skills - register today! Assist in drafting high-quality discovery requests and responses with confidence. […]

$319

Researching People, Assets, and Businesses Using Web Tools and AI

Virtual
Third Party CLE

You don't have time to waste - and when it comes to legal research, every minute counts. That's why you need the right mix of traditional websites and next-level AI tools to get the job done efficiently. Whether you're looking for background info, asset information, or business details, this course will teach you how to […]

$219