NALA News: Coming Soon – Estate Planning APC certification program

This info is from the most recent NALA News for Certified Paralegals e-mail. Learn more about NALA at

The Advanced Paralegal Certification Board has announced the long awaited Estate Planning APC certification program will be available in early August. In this course, you’ll learn all the essential concepts, principles, instruments, forms, and tools for accomplishing the client’s purposes and goals. You’ll start with common the core documents of estate planning: wills, trusts, powers of attorney, conservatorships, and others. You’ll learn about gifting strategies and types of trusts. You’ll research current state and federal law and tax forms, issues, and trends. You’ll apply what you’ve learned to fact-based scenarios, case studies, and test questions.

The Estate Planning course is organized in 10 modules, as follows:

  • Reasons for Estate Planning
  • Wills and Codicils
  • Trusts in General
  • Purposes for Creating Trusts
  • Specific Types of Trusts
  • Collateral Estate Planning Documents
  • Tax Considerations
  • Gifting Strategies
  • Tax Planning with Trusts and Other Techniques
  • Valuation Issues in Gifting

This course is the first Advanced Paralegal Certification course for paralegals working in estate planning and trusts.

Certified Paralegals who successfully complete this APC course, and all requirements, are entitled to earn 20 hours of CLE credit, in addition to award of the Advanced Certified Paralegal credential.

For details, visit the NALA web site.

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