Five Complex Estate Planning Problems Solved: A Paralegal's Guide

National Business Institute
Training overview
Professional Course
1 hour
From 99 USD

Start dates
99 USD
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Course description

Five Complex Estate Planning Problems Solved: A Paralegal's Guide

Estate planning practice is complex enough without additional roadblocks. This practical paralegal guide offers hard-won solutions to five of the practice's more common problems. Sharpen your skills - register today!

  • Explore new, creative and efficient ways of locating missing documents and people.
  • Guard Medicaid and disability benefits eligibility of the elderly and children with disabilities.
  • Comb through tax records to zero in on the relevant information fast.
  • Anticipate and prevent (or address) grantor-beneficiary conflict.
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Training content

  • Missing Documents and Beneficiaries, Unresponsive Parties
  • Planning for Disabled Children and Blended Families
  • Medicaid Eligibility in an Estate Plan
  • Navigating Tax Records
  • Disagreements and Conflict Between Grantors and Among Beneficiaries

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With 35+ years of expertise, we understand the needs of professionals seeking continuing education

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About NBI

National Business Institute

At NBI, we believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community. With over 35 years of experience, we understand the needs of legal professionals seeking continuing education and we are dedicated to...

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National Business Institute

1218 McCann Dr
54720 Altoona WI

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