For Paralegal Studies Students:
The Bar Association of San Francisco (BASF) Paralegal Executive Committee Members, Section Members, old and new are cordially invited to the Barbarossa Lounge for BASF's Paralegal Summer Mixer.
Learn more about the BASF Paralegal Section.
This session will continue the review and discussion of Form 706. In this program, the speakers will discuss QTIP elections and how to complete Schedules J through O of Form 706, as well as several important generation-skipping transfer ("GST") tax elections, and how to address payments for illiquid estates.
Membership in the ABA is free for Paralegal Studies students. See ABA Free Student Membership for information on how to join.
This program will provide an introduction to several key concepts related to the preparation and filing of estate tax returns. Panelists will discuss how to determine if you need to file an estate tax return, whether a Form 8971 needs to be filed as well, how to value the estate for purposes of the return, how to complete Schedules A through I of Form 706, portability, and more.
Membership in the ABA is free for Paralegal Studies students. See ABA Free Student Membership for information on how to join.
This program will continue the discussion of the timing, preparation, and filing of income tax returns in an administration. Panelists will cover topics such as how to determine where to take deductions (estate tax return vs. income tax return) and income in respect of a decedent (IRD).
Membership in the ABA is free for Paralegal Studies students. See ABA Free Student Membership for information on how to join.
This program will introduce attendees to several important issues regarding the timing, preparation, and filing of income tax returns for decedent and an estate. Panelists will discuss the coordination of income tax returns with the administration process, the information needed for the returns, and the 65-day rule.
Membership in the ABA is free for Paralegal Studies students. See ABA Free Student Membership for information on how to join.
The program will review the use and importance of keeping a fiduciary accounting, as well as the uses of release agreements in the administration of estates. Speakers will discuss best practices and provide practical insight on both accountings and release agreements.
Membership in the ABA is free for Paralegal Studies students. See ABA Free Student Membership for information on how to join.
In this program, the speakers will discuss several important issues related to distributing property from and closing out an estate. They will discuss when it is appropriate to make distributions and re-title assets, the implications of claims made by creditors, funding trusts and understanding funding formulas, and more.
Membership in the ABA is free for Paralegal Studies students. See ABA Free Student Membership for information on how to join.
Vivian Shreve has been a legal secretary/assistant for more than 40 years. Vivian has been an Executive Assistant at Wilson Sonsini Goodrich & Rosati in Palo Alto, California since 2008. Vivian is the current President of SCCoLPA, where she has been a member since 2013, and she is the current CCLS Chair for Legal Professionals Inc. She is passionate about the legal field and about SCCoLPA and is looking forward to her term as President.
In her spare time, Vivian enjoys cooking for her family, spending as much time as possible with her three grandsons, working with her 5-year old German shepherd and playing softball.
San Francisco Legal Professionals Association is an accredited MCLE Provider through Legal Professionals, Incorporated, an approved provider. SFLPA certifies that this seminar has been approved for one minimum continuing education credit in the amount of 1.0 hour by the State Bar of California.
Find out about our ABA-approved Paralegal Studies program. As part of the College of Professional & Global Education Virtual Open House, Paralegal Studies is offering a short, online information session for prospective students.
Attend the Paralegal Studies virtual information session and find out how our ABA-approved, 100% online program will prepare you for a career in legal services. You will learn about our comprehensive curriculum, faculty of legal experts and certificate requirements.
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