• Identifying and Locating Witnesses


• Conducting an Effective Witness Interview


• Identifying and Locating Evidence


• The Scene of the Crime


• Handling a Difficult Client


• Ethical Considerations

• Interviewing Witnesses


• Identifying and Locating Evidence


• The Scene of the Crime


• Motions and Pleadings


• The Trial


• Handling a Difficult Client

• Handling Information Gained Through Informal Discovery


• Requests for Disclosure and Production


• Interrogatories and Requests for Admission


• Deposition Preparation, Organization and Management

• Individual PCs and Laptops (Work and Home)


• Mining File Servers and E-Mail Servers


• Company Firewall, Router, Phone System and Security System Logs


• What You Can Use From PDAs and Mobile Phones


• Locating Good Evidence on Backup Tapes and Removable Media (Jump Drives, Etc.)

• Locating Evidence: Emails, Electronic Documents, PDAs and Computer Backups


• Preserving the Chain of Custody


• Implementing and Enforcing a Litigation Hold or Preservation Letter


• Avoiding Spoliation of Evidence


• Questions and Answers

• What is Electronic Discovery?


• Why E-Discovery Can be Valuable in Litigation


• How Does Electronic Discovery Differ From Traditional Methods of Discovery?


• Key Terminology You Should Know


• Distinguishing Between Electronic Litigation Support (E-Production) and E-Discovery


• Advantages and Disadvantages to Electronic Discovery


• Who Pays for E-Discovery?


• Negotiating Parameters of E-Discovery With the Other Side


• When is it Time to Call in the Experts?


• Application of Federal Rules to Electronic Discovery (Including E-Discovery Amendments)

• How to Handle Information Gained Through Informal Discovery


• Requests for Disclosure and Protection


• Interrogatories and Requests for Admission


• Deposition Preparation, Organization and Management

• The “Legal Hold” – The Notification Process for Individuals With Potentially Discoverable Documents


• Responding to Document Production Requests


• Document Review and Analysis for Privilege or Relevance


• Organizing and Tracking Documents From Clients


• Collecting and Managing Documents From Opposing Parties


• Special Considerations When Managing Electronic Documents


• Building Access Efficiency Into the Discovery Management System


• Conducting Ongoing Analysis to Keep Your System Effective

• Electronic Discovery: Definitions and Uses


• Where Can You Find Computer Related Evidence?


• What Evidence is Obtained Through Computer Forensics?


• Effectively Preserving Evidence


• Strategies for Disclosure and Discovery

• Electronic Discovery: Definitions and Uses


• Where Can You Find Computer Related Evidence?


• What Evidence is Obtained Through Computer Forensics?


• Creating an E-Discovery Management Plan


• Effectively Preserving Evidence


• Strategies for Disclosure and Discovery

• Your Role in the Discovery Process


• Working With the Client to Get What You Need


• Using Informal Discovery and Public Sources of Information


• Using Formal Discovery Methods


• Interrogatories and Requests for Admissions


• Handling Requests for Production of Documents


• Identifying Issues in Motions


• Assisting in the Deposition Process

• Increasing Productivity and Efficiency Through the Use of Technology


• Informal Discovery Using the Internet Effectively


• Practical Tools for Organization

• Creating an E-Discovery Management Plan


• E-Document Requests and Disclosures


• Computer Forensics -  How to Collect, Preserve and Analyze Critical Information


• Newly Implemented FRCP CHanges That Affect E-Discovery

• Distinctions Between the Modest and Larger Estates
• The Estate Timetable and What Needs to be Done
• Steps for Proving the Will
• Steps for Changing the Will

• Preparing the Inventory - What Every Paralegal Needs to Know


• Statutory Requirements


• Notice


• Working With the Attorney to Collect, Maintain and Manage Assets


• How to Successfully Solve Common Inventory Problems

AGENDA

Dealing With Spouse's Elective Shares

• Homestead Allowance
• Dower and Curtesy
• Spusal Rights and Personalty
• Rights of Election
• Procedures

Understanding the Laws of Intestacy

AGENDA

• Dealing With Creditors' Claims
  
• Disclaimers


• Assisting With the Estate Cash Management


• Insolvency


• Preparing Partial Distributions

• Duties of Executors or Administrators During the Probate Process


• Paralegal Contact With Executors or Administrators


• How Misconduct and/or Removal of Executors or Administrators is Handled


• Compensation


• Special Administration


• Duties of the Attorney for the Executor - Who is the Client?

• Avoiding Situations That May Expose You to UPL


• Requirements for Attorney Supervision


• Evaluating Conflicts of Interest

• Performing Competent Legal Services
• Identifying the Client
• Avoiding Conflicts of Interest
• Distinguishing Between Privileged and Non-Privileged Communication

• Avoiding Situations That May Expose You or Your Attorney to Professional Liability


• Requirements for Attorney Supervision


• Evaluating Conflicts of Interest

UNAUTHORIZED PRACTICE OF LAW (UPL)

• Communicating a Lawyer's Advice


• Fee Sharing


• Answering Client Questions

CONFIDENTIALITY

• Public Conversations


• Sharing Client Information


• Working With Experts and Third Parties

• How to Prepare Exhibits for Trial Organization of Evidence


• How to Locate and/or Prepare Witnesses for Trial

• What Documents Are Important?
• Characterizing Assets and Liabilities
• Qualified Domestic Relations Orders (QDROs)
• Organizing, Indexing and Tracking Client Documents
• Finding Hidden Assets
• Financial Analysis and Statement Preparation
• Working With Financial Experts
• Preparing Financial Affidavits

• Initial Client Call - What to Say and What Not to Say


• Initial Client Meeting


• Financial Documents for the Domestic Case


• Organizing Your Domestic File


• Initial Pleadings- Protecting What Needs to be Protected


• Gathering Relevant Documents and Keeping the File Up-to-Date


• Pitfalls to Avoid in the Domestic Case

AGENDA

• Preparing for Alternative Dispute Resolution (ADR) Sessions

• Coordinating and Communicating Settlement Proposals and Counter Offers

• Initial Drafts of Legal Documents

• Prepare Trial Exhibits and Notebooks

• Working With Expert and Lay Witnesses

• Managing Property Division and Distribution

• Filing and Recording of Final Documents

• Background of the eTeas Filing System - Where did this push button system come from anyway?


• Checklist for filing with the eTeas System - What you don't anticipate will invalidate


• Understanding How the eTeas System works with Your Computer


• The mechanics of preparing an electronic trademark filing - Tips and tricks for public electronic filins


• Filing the Basic Trademark Application


• Filing a Response to an Office Action


• Filing a Statement of Use


• Administrative Filings - Powers of Attorney and Changes of Address


• Maintaining the Registration - Section 8 Affidavits


• Dealing with the Worst - Oppositions and Cancellations


• Due diligence in trademark administration - It's really Up to You

• Core Concepts in Intellectual Property Rights Litigation (IPR) Infringement


• Unique Elements of Cases Involving the Four Major Categories of IPR Patents


• Tips for the Paralegal Supporting the Litigation of Intellectual Property Rights

AGENDA 

• Motions


• Discovery


• Depositions


• Surveys


• Summary Judgment


• Expert Witnesses


• Preparing for Trial