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LIVE! Estate Planning
Registration fees are $80 per course for NALA members, and $105 for non-members. Fees vary for courses presented in two parts.
The audio portion of the presentation is conducted via telephone conference call. This is a toll free call.
For groups, more than one participant per site, is $80 for one NALA member or $105 for one non-member registrant plus $45 for each additional person. Participants must register in order to receive Certificates of Attendance and CLE credit. Registrations of groups are handled through NALA Headquarters. Contact Mariah Williams at firstname.lastname@example.org.
CLE credit toward maintenance of the CP credential is available for completion of NALA Campus LIVE! programs. The maximum credit available is two hours per course.
For a list of the courses as in date order please click here.
Click here to register
Virginia Koerselman Newman, Attorney
Friday, October 9, 2015
11 am - 1 pm Central Time
Conference ID – 4044
I. Overview of Estate Planning
A. Why some people won’t plan
B. Importance of planning
C. Various estates planning tools
1. Life Insurance
2. Retirement Plans
II. Property ownership regarding estate planning
A. Probate property vs. nonprobate property
1. Joint tenancy
2. Payment on death account
3. Tenancy by the entirety
A. Revocable vs. Irrevocable trusts
B. Parties to a trust
1. Trustor, Grantor, Settlor
2. Trustee – definition, powers
C. Testamentary trusts vs. Living (inter vivos) trusts
1. Credit Shelter Trusts
2. Marital and QTIP Trusts
3. Sprinkle Trusts
4. Spendthrift Trusts
5. Generation Skipping Transfer (GST) Trusts
6. Trusts for Disabled Children
7. Standby Trusts
8. Charitable Remainder Annuity Trusts and Unitrusts
B. Holographic Wills
C. Nuncupative Wills
D. Requirements of a will
E. Testamentary Capacity
F. Grounds for invalidity
G. Revocation of a will
H. Limitations of a Will
A. Purpose of probate
B. Jurisdiction and Venue
C. Admitting the Will to Probate
D. Appointment of Personal Representative
E. Steps of Probate
1. including estate administration
2. management of assets
F. Settlement of the estate
1. Distribution of assets
2. Elective Share
3. Final Distribution and Discharge
1. Decedent’s Final Income Tax Return
2. Fiduciary Income Tax Return
3. Federal Estate Tax Return
Virginia Koerselman Newman left her business litigation practice in Nebraska and relocated to South Carolina, where she continues to teach and write about paralegal topics. A frequent speaker at seminars and workshops, she is a graduate of Creighton Law School, and was the paralegal program director at Metropolitan Community College, Omaha, NE, from 1990 to 2008. She is author of the Certified Paralegal Review Manual and has written, co-authored, and edited many paralegal texts, study guides, and instructor manuals. She developed the content and is principal author for NALA Campus and was on the faculty of CP Short Course 1992 to 2011. She received NALA’s Founders’ Award in 1998 and was a consultant to the NALA Certifying Board for many years. She is a frequent presenter on NALA Campus LIVE! and at the Essential Skills Institute.