Wealth management is a guaranteed practice: as sure as there are birth and death, there will be money that needs to be managed around it. As paralegals, it's essential that you know the complexities of wealth management in order to ensure that your client's rights are protected to their fullest extent. Join Vi Pham, Attorney and educator, in this exclusive webinar that will leave you feeling brushed up and ready. In this webinar, you will learn:
- Methods of holding title to property
- Tax effects of gifts, gifts to minors
- Laws of intestacy
- State and federal tax requirements during life and upon death
Thursday March 18, 2021 at 11AM PDT, 2PM EDT, 7PM GMT
This seminar meets the requirements of the NALA Certifying Board for continuing legal education credit required to maintain the CP (Certified Paralegal) credential.