Greener Presents at New York City Paralegal Association

May 14, 2014 | Trusts & Estates

Jeffrey Greener presented, “Estate Planning In a Nutshell,” at the New York City Paralegal Association’s Legal Professionals Conference.

The session discussed the role of the paralegal in estate planning, including how to compile information, preparation of documents, client follow up, plan maintenance, ancillary services, including, but not limited to POA, Crummey Powers, deed preparations, document review and how to maintain a Will file.

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