Thursday, November 14, 2024
3:55 PM
to
4:55 PM
Back to Event
Paralegal Track
Presented by the Estates and Probate, Tax, and Business Law Sections
About the Program
This program will give the participants the tools necessary to create the financial report or accounting, including suggestions as to steps to take, how to balance the numbers, how create spreadsheets to assist in the process, software programs that could be utilized, and the importance of reading brokerage statements and what information is needed from such statements to create the financial report or accounting.
You Will Learn
- About the process to complete an accurate financial report or accounting
Who Should Attend
Paralegals who handle probate matters and who are responsible for financial reports or accountings (such as estates, trusts, conservatorships, or powers of attorney). This program also will be helpful for paralegals who may not perform such functions, but who are interested in expanding their skills.
Credit
CT: 1.0 CE Credit (General)