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 […]
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 […]
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 […]
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 […]
Juggling multiple tasks throughout the day is critical to the success of any paralegal. Do you have a plan in place to handle these responsibilities in a timely, organized, and efficient manner? Join our experienced faculty as they dig into the inner workings of a law firm so that you can develop a concrete plan […]
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 […]
As a paralegal, your behind-the-scenes work doesn't just support the process - it can directly impact the outcome of the claim. This course is designed to arm you with the insights to improve claim outcomes through effective adjuster communication and precise demand preparation. Improve settlement outcomes and provide your attorney with the support they need […]
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. […]
Make trial prep smoother and more effective than ever before. This program is designed to give you practical insights and hands-on strategies for integrating artificial intelligence (AI) into key aspects of trial prep. From automating document drafts and streamlining exhibit organization to investigating potential jurors, you'll walk away with powerful, actionable tips that will leave […]
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 […]
An LLC operating agreement (OA) is a foundational legal document that outlines the internal rules and regulations for a limited liability company (LLC). It acts as a contract among the members (owners) and between the members and the LLC itself, guiding how the business will operate, make decisions, and distribute profits and losses. For paralegals, […]
To effectively contribute to managing trusts, you need a firm understanding of the legal theory behind them and solid skills in their administration. In this rapid-fire course, experienced faculty break down the essential tasks involved in managing distributions, trustee duties and powers, dealing with beneficiaries, and more. Register today! Identify critical factors in trustee selection. […]
