HalfMoon Education Inc. Knowledge Gets You There

Back to Search

Presenter: Christine C. Gill and 2 more

Seminar Date:

Seminar Location: Fort Lauderdale, FL

Courtyard Fort Lauderdale North/Cypress Creek
2440 West Cypress Creek Road
Fort Lauderdale, FL 33309
Phone: 954-772-7770

This seminar is closed or full.

Agenda:

Registration:                        8:00 - 8:30 am

Morning Session:                8:30 am - 12:15 pm

Lunch (On your own):         12:15 - 1:15 pm

Afternoon Session:             1:15 - 4:30 pm



Assisting with Estate Planning P. Rarick

   Identifying the goals of the estate plan: planning for retirement, planning for long term care, planning for the distribution of the estate, tax planning
   Gathering and organizing necessary information for the estate plan
      • Estate planning interviews and questionnaires
   Using standard estate planning documents to create the estate plan
      • Wills, trusts, powers or attorney and advance directives
   Implementing the estate plan
      • Executing and distributing documents, funding issues


 Assisting with Guardianships and Conservatorships R. King

   Using less restrictive alternatives to guardianship: durable powers of attorney, health care powers of attorney, living trusts
   Establishing a guardianship: determination of incompetence, appointment of guardian
   Establishing the powers and duties of guardians
      • Guardian of the person, guardian of the estate
   Filing the required documents during the existence of the guardianship
   Terminating the guardianship


 Assisting with the Administration of Estate Assets R. King

   Collecting assets
   Setting up the estate’s checking account
   Valuing assets
   Preserving assets
   Liquidating, transferring and distributing assets


Assisting in the Probate Process R. King

   Reviewing the probate process and its alternatives
   Collecting information on the decedent, beneficiaries, assets and debts
   Preparing necessary documents to begin the probate process
      • Naming the personal representative, filing the petition, schedules and inventory
   Handling creditors’ claims
      • Preparing public notices, classifying debts, disputing claims
   Closing the estate
      • Preparing the final account
      • Making distributions, obtaining releases, closing your file


Handling Ethical Issues in Estate Planning and Probate Practice J. Williams

   Identifying your client and avoiding conflicts of interest
   Handling issues of client competence
   Identifying and reporting abuse and/or neglect

Credit Information:

Who Should Attend

  • Paralegals/Legal Assistants

Florida Registered Paralegals
     6.5 CLE Hours (1.0 Ethics)

NFPA Certified Paralegals
     6.5 CLE Hours (1.0 Ethics)

 NALA Certified Paralegals
     6.5 CLE Hours (1.0 Ethics)

Continuing Education Credit Information

This seminar is open to the public and offers 6.5 CLE hours, including 1.0 ethics hour, to paralegals. Certification is not required to attend this event.

The National Federation of Paralegal Associations has approved this course for 6.5 CLE hours, including 1.0 ethics hour, for certified paralegals. The NFPA approval qualifies this course for Florida paralegals.

HalfMoon Education has applied to the National Association of Legal Assistants for CLE course approval, which is pending. The application is under review. Current information on this credit is available at www.halfmoonseminars.org under this course listing.

Attendance will be monitored, and attendance certificates will be available after the seminar for most individuals who complete the entire event. Attendance certificates not available at the seminar will be mailed to participants within fifteen business days.

Speakers:

Christine C. Gill

Christine C. Gill, P.A.

Ms. Gill has been practicing law in Florida for 26 years. She received her B.A. degree from Southern Methodist University in 1989, her law degree from Cumberland School of Law in 1992, and her LL.M. in Taxation from Univeristy of San Diego in 1993. Ms. Gill has worked in the trust department of SunTrust Bank, and worked for a professional guardian before entering private practice. She has been in private practice since 1999. While most of her law practice is situated in Broward, Palm Beach, and Miami-Dade Counties, she has practiced in many other counties in Florida. Ms. Gill is married to Sean, and has two daughters, Mary Elizabeth and Megan.

Phillip Rarick

Rarick & Beskin

Mr. Rarick has 30 years of experience in both private and public legal work. Mr. Rarick concentrates in the fields of estate planning (wills and trusts), asset protection, probate, and business law. Integrated asset protection with an estate plan designed to protect wealth and secure tax advantages are a primary focus of his practice. He is an active member of the Elder Law Section of The Florida Bar, and the Real Property, Probate and Trust Law section of The Florida Bar. Mr. Rarick is the primary writer and editor for the Florida Trust & Probate Attorneys Blog.

Jorja Williams, Esq.

Beller Smith

Ms. Williams, Esq., is a senior associate with the law firm of Beller Smith, P.L. located in Boca Raton. She concentrates her practice in the areas of estate and trust litigation, administration and planning. Ms. Williams represents beneficiaries, trustees, personal representatives and other interested parties in will and trust contests. She assists clients in the administration of complex estates and trusts and also represents charitable organizations in seeking and maintaining their tax-exempt status.

Tuition Costs:

Standard Tuition: $289.00
Online Tuition (pre-registration): $289.00
Group Prices
3 or more people each: $269.00

Each registration includes one copy of a manual prepared by the seminar speakers.