Basics of Estate Planning

1.0 CLE (Substantive)

Course Description

The common misconception of estate planning is that you must be wealthy to have an estate. However, the truth is, if you own any assets, regardless of their value, you have an estate and need to plan, or your resident state will do it for you. In this presentation, we will discuss the importance of a basic estate plan in order to avoid having your property end up in the hands of the government and to ensure that your wishes are carried out during your lifetime and beyond.

Meet Your Speaker

Michelle L. Taylor, FRP has worked in the legal field for approximately 12 years and is currently employed at Nici Law Firm, P.L. in Naples, Florida. Michelle graduated Cum Laude from International College with a Bachelor of Science Degree in Legal Studies and she became a Florida Registered Paralegal in 2010. She is highly skilled in all aspects of estate and trust administration including the preparation and filing of probate documents, trust accountings, estate tax returns, gift tax returns, foundation and CRUT returns, and fiduciary income tax returns. She also assists with the preparation of basic estate planning documents and is responsible for the management of irrevocable life insurance trusts.

Course Information

This course is an audio recording of a live event which took place as part of the 2016 Paralegal Cruise. The original handouts from the event are also included. The recording may include some background noise or other interruptions typical of live events. Please do not purchase this course if you have previously purchased the 2016 Paralegal Cruise package as this will be a duplicate.

Please visit this link for answers to Frequently Asked Questions about our CLE:

Continuing Legal Education Credit (CLE)

NALA: This seminar is approved by the Certifying Board of the National Association of Legal Assistants (NALA) for 1.0 CLE substantive continuing legal education credit required to maintain the CP or CLA credential.

FRP: As approved by NALA, this seminar meets the requirements under Rule 20-6.1 of the Rules Regulating The Florida Bar for 1.0 hour of continuing legal education credit required to maintain the FRP credential.

NFPA accepts substantive CLE hours bearing NALA accreditation.

State Bar of Texas - Paralegal Division - the Division will accept substantive law CLE approved by NALA for credits towards the Paralegal Division mandatory CLE requirement.

CLE Credits from this program are pre-approved by NALA and can be used for your CLE requirements with any other associations which accept credits that hold NALA's approval. A certificate of completion is awarded upon completion of this program. It is the students responsibility to ensure NALA approved credits will be accepted before signing up.

If you aren't sure, please e-mail [email protected] for assistance.