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The Basics of Estate Planning

1.0 CLE

The Basics of Estate Planning

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 your property ending up in the hands of the government and to ensure that your wishes are carried out during your lifetime and beyond.

Michelle L. Taylor, ACP, FRP has worked in the legal field for over 16 years and is currently a freelance virtual paralegal located in Naples, Florida. Michelle graduated Cum Laude from International College with a Bachelor of Science Degree in Legal Studies. She became a Florida Registered Paralegal in 2010 and a NALA Advanced Certified Paralegal in Estate Planning in 2016. 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 returns, and fiduciary income tax returns. She also assists with the preparation of basic estate planning documents and managing irrevocable life insurance trusts.

Program Includes: Video, PowerPoint & Handouts

Important Information

Please do not sign-up for this course if you have previously purchased the 2020 Paralegal Cruise package as this will be a duplicate. You can learn about the 2020 Paralegal Cruise Package here.

Please visit this link for answers to Frequently Asked Questions about our CLE: http://miamifrp.com/cle-faq/

Continuing Legal Education

This course is a pre-sale. The program will be available immediately upon purchase, but CLE credit will not be available for approximately 30 days. Once you sign up, you will be automatically notified when CLE credit forms are available and that information will automatically be added to your account.


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