Practical How-to's and Tips for Properly Funding Trusts

Assist clients with all their trust funding needs! Our knowledgeable faculty will break down the process and provide you with real-world instruction, pointers and cautionary advice. From identifying a client's assets to overcoming common hurdles to coordinating the transfer of specific assets, gain the knowhow you need to navigate the process without a hitch. Enhance your skills - register today!

• Identify all assets to be transferred to the trust.
• Enhance your knowledge of the transfer process.
• Find out how to overcome common stumbling blocks in trust funding.
• Get tips for transferring specific types of assets.

Who Should Attend

This intermediate level course will teach attendees how to effectively handle the paralegal duties associated with trust funding. Those who should attend include:

• Paralegals
• Legal Technicians
• Legal Assistants
• Legal Support Staff

Course Content

• Why Fund a Trust
• Identifying Assets
• Your Process within the Firm
• Stumbling Blocks
• Funding Procedures
• Understanding How Property Passes at Death
• How to Fund Each Asset

Continuing Education Credits

California MCLE Paralegal – California MCLE Paralegal: 1.00

DPA Delaware Certified Paralegal Program – DPA Delaware Certified Paralegal Program: 1.00

Florida Registered Paralegal Program – Florida Registered Paralegal: 1.00

Indiana Paralegal CLE – Indiana Paralegal CLE: 1.00

Montana CLE Credit for Paralegals – Montana CLE Credit for Paralegals: 1.00

National Association of Legal Assistants, Inc. – NALA: 1.00

National Federation of Paralegal Associations, Inc. – NFPA: 1.00

North Carolina State Bar Board of Paralegal Certification – North Carolina Continuing Paralegal Education: 1.00

Ohio Certified Paralegals – Ohio Certified Paralegals: 1.00

Paralegal Division of the State Bar of New Mexico – Paralegal Division of the State Bar of New Mexico: 1.00

TBLS Paralegal Certification – TBLS Paralegal Certification: 1.00 *

Washington State Paralegal Association – Washington State Paralegal Association: 1.00

* denotes specialty credits