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Welcome to the Institute for Paralegal Education’s Online Learning Center!
IPE has partnered with FastCLE, a division of Impact Media Solutions, Inc., to bring you the largest (and fastest growing) collection of paralegal-specific online programs developed exclusively for the paralegal profession. Experience online learning developed exclusively for the paralegal profession.
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(07-07-09) E-Discovery for Paralegals: Understanding Terminology and Effective Use (Part 2 of 5 of the E-Discovery Series) ![]() |
$75.00 | MORE INFO![]() |

| Set yourself apart in this increasingly competitive market - Take an individual audio webcast, or the entire webcast series, to gain the best strategies for handling specific responsibilities. Enroll in whole series for the discounted rate of $319, a savings over taking each program individually. To receive your discount, call our online learning customer service department at 1-866-702-3278. To view or purchase other parts to this series click on the links below: E-Discovery for Paralegals: Effectively Preserving Evidence- April 29, 2009 E-Discovery for Paralegals: Where Can You Find Computer Related Evidence? - July 8, 2009 E-Discovery for Paralegals: What Evidence is Obtained Through Computer Forensics? - September 15, 2009 E-Discovery for Paralegals: Efficient Strategies for Disclosure and Discovery - September 16, 2009 Agenda:
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Formats Available: Streaming, Live Webcast | Date: 07-07-2009 On-Demand Release Date: August 4, 2009 |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 1 hours Total General Hours NM Bar: 1 hours Total General Hours NCPA: 1 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |
(07-08-09) E-Discovery for Paralegals: Where Can You Find Computer Related Evidence? (Part 3 of 5 of the E-Discovery Series) ![]() |
$75.00 | MORE INFO![]() |

| Set yourself apart in this increasingly competitive market - Take an individual audio webcast, or the entire webcast series, to gain the best strategies for handling specific responsibilities. Enroll in whole series for the discounted rate of $319, a savings over taking each program individually. To receive your discount, call our online learning customer service department at 1-866-702-3278. To view or purchase other parts to this series click on the links below: E-Discovery for Paralegals: Effectively Preserving Evidence- April 29, 2009 E-Discovery for Paralegals: Understanding Terminology and Effective Use - July 7, 2009 E-Discovery for Paralegals: What Evidence is Obtained Through Computer Forensics? - September 15, 2009 E-Discovery for Paralegals: Efficient Strategies for Disclosure and Discovery - September 16, 2009 Agenda:
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Formats Available: Streaming, Live Webcast | Date: 07-08-2009 On-Demand Release Date: August 5, 2009 |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 1 hours Total General Hours NM Bar: 1 hours Total General Hours NCPA: 1 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |
(07-13-09) Case Management Mini- Series: A Litigation Paralegal's Guide to Case Management (Morning) ![]() |
$199.00 | MORE INFO![]() |

| Keeping command of the myriad of documents and communications involved in legal cases is a challenging undertaking. Solid case management strategies can, and will, provide the foundation for maintaining a profitable legal team. Our experienced faculty will help you master proven case management and organization techniques that will improve team productivity. Help your attorneys enhance his/her practice by handling more cases in the same amount of time! Handle cases and tasks more efficiently by: Who Should Attend: This basic-to-intermediate level program will provide paralegals, legal assistants and other legal staff with information regarding bankruptcy-related title issues and non-judicial foreclosure | |
Formats Available: Streaming, Live Webcast | Date: 07-13-2009 |
| Approved Credit: NALA: 3 hours Total General Hours, 1 hours Including Ethics NM Bar: 2 hours Total General Hours, 1 hours Ethics NCPA: 3 hours Total General Hours, 1 hours Including Professional Responsibility FLRPA: 3 hours Total General Hours, 1 hours Including Ethics OHPA: 3 hours Total General Hours, 1 hours Including Ethics | |
(07-13-09) Case Management Mini-Series: A Litigation Paralegal's Guide to Case Management(Afternoon) ![]() |
$199.00 | MORE INFO![]() |

| Keeping command of the myriad of documents and communications involved in legal cases is a challenging undertaking. Solid case management strategies can, and will, provide the foundation for maintaining a profitable legal team. Our experienced faculty will help you master proven case management and organization techniques that will improve team productivity. Help your attorneys enhance his/her practice by handling more cases in the same amount of time! Handle cases and tasks more efficiently by: Who Should Attend: This basic-to-intermediate level program will provide paralegals, legal assistants and other legal staff with information regarding bankruptcy-related title issues and non-judicial foreclosure | |
Formats Available: Streaming, Live Webcast | Date: 07-13-2009 |
| Approved Credit: NALA: 3 hours Total General Hours, 1 hours Including Ethics NM Bar: 2 hours Total General Hours, 1 hours Ethics NCPA: 3 hours Total General Hours, 1 hours Including Professional Responsibility FLRPA: 3 hours Total General Hours, 1 hours Including Ethics OHPA: 3 hours Total General Hours, 1 hours Including Ethics | |
(07-14-09) The Paralegal's Guide to Spousal Rights During Probate ![]() |
$75.00 | MORE INFO![]() |

| Exempt Property, Allowances and Elective Share | |
Agenda:
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Formats Available: Streaming, Live Webcast | Date: 07-14-2009 On-Demand Release Date: August 11, 2009 |
| Approved Credit: NFPA: 1 hours Total General Hours NM Bar: 1 hours Total General Hours NCPA: 1 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |
(07-15-09) The Stress Doc: Communication and Conflict Resolution Skills for Paralegals (Part 2 of 3) ![]() |
$75.00 | MORE INFO![]() |

| Set yourself apart in this increasingly competitive market - Take an individual audio webcast, or the entire webcast series, to gain the best strategies for handling specific responsibilities. Enroll in whole series for the discounted rate of $199, a savings over taking each program individually. To receive your discount, call our online learning customer service department at 1-866-702-3278. To view or purchase other parts to this series click on the links below: The Stress Doc: The Paralegal's Guide to Practicing Safe Stress - June 29, 2009 The Stress Doc: The Art of Creative Risk Taking for Paralegals - August 26, 2009 Agenda: Product Description: No one likes conflict, but oftentimes it is inevitable. Discover tools and techniques for transforming anger, disarming a critical aggressor and reaching consensus. | |
Formats Available: Streaming, Live Webcast | Date: 07-15-2009 |
(07-17-09) The Fundamentals of Legal Research and Analysis for Paralegals - Full Day ![]() |
$299.00 | MORE INFO![]() |

Agenda: Morning I. STARTING YOUR RESEARCH - ISSUE IDENTIFICATION (45 minutes) A. Background From Attorney B. Review File for Details C. Jurisdiction and Deadlines D. Kinds of Issues II. NARROWING THE ISSUES (45 minutes) A. Search Term and Keyword Determination B. Scope of the Research - Length and Detail as Determined by Attorney III. CREATING YOUR RESEARCH PLAN (45 minutes) IV. STRUCTURING YOUR APPROACH (45 minutes) A. I.R.A.C. B. C.R.A.C. C. T.R.A.C. D. "Deep Issues" Afternoon V. SELECTING APPROPRIATE AUTHORITIES (45 minutes) A. Primary v. Secondary Sources B. Binding v. Persuasive Authorities C. Non-Legal Sources for Investigative or Supporting Information VI. WHEN TO USE PRINT VS. ELECTRONIC RESEARCH (45 minutes) A. When to Use Print B. Computer-Assisted Legal Research 1. Lexis Nexis 2. Westlaw 3. Casemaker 4. Internet Research VII. PROPER CITATION (45 minutes) A. Citation Manuals and Related Form of Each B. Shepardizing/Key Citing VIII. HOW DO YOU KNOW IF YOUR RESEARCH IS COMPLETE? (45 minutes) A. Agreement Among Authorities B. What To Do When You Find Too Much Information C. What To Do When You Find Too Little Information | |
Formats Available: Streaming, Live Webcast | Date: 07-17-2009 On-Demand Release Date: July 17, 2009 |
(07-17-09) The Fundamentals of Legal Research and Analysis for Paralegals - Morning Session ![]() |
$199.00 | MORE INFO![]() |

Agenda: I. STARTING YOUR RESEARCH - ISSUE IDENTIFICATION (45 minutes) A. Background From Attorney B. Review File for Details C. Jurisdiction and Deadlines D. Kinds of Issues II. NARROWING THE ISSUES (45 minutes) A. Search Term and Keyword Determination B. Scope of the Research - Length and Detail as Determined by Attorney III. CREATING YOUR RESEARCH PLAN (45 minutes) IV. STRUCTURING YOUR APPROACH (45 minutes) A. I.R.A.C. B. C.R.A.C. C. T.R.A.C. D. "Deep Issues" | |
Formats Available: Streaming, Live Webcast | Date: 07-17-2009 On-Demand Release Date: July 17, 2009 |
(07-17-09) The Fundamentals of Legal Research and Analysis for Paralegals - Afternoon Session ![]() |
$199.00 | MORE INFO![]() |

Agenda: I. SELECTING APPROPRIATE AUTHORITIES (45 minutes) A. Primary v. Secondary Sources B. Binding v. Persuasive Authorities C. Non-Legal Sources for Investigative or Supporting Information II. WHEN TO USE PRINT VS. ELECTRONIC RESEARCH (45 minutes) A. When to Use Print B. Computer-Assisted Legal Research 1. Lexis Nexis 2. Westlaw 3. Casemaker 4. Internet Research III. PROPER CITATION (45 minutes) A. Citation Manuals and Related Form of Each B. Shepardizing/Key Citing IV. HOW DO YOU KNOW IF YOUR RESEARCH IS COMPLETE? (45 minutes) A. Agreement Among Authorities B. What To Do When You Find Too Much Information C. What To Do When You Find Too Little Information
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Formats Available: Streaming, Live Webcast | Date: 07-17-2009 On-Demand Release Date: July 17, 2009 |
(07-20-09) Real Estate Mini-Series: Impact of Bankruptcy on Real Estate and Title Insurance & Non-Judicial Foreclosure Procedure(morning) ![]() |
$199.00 | MORE INFO![]() |

| Impact of Bankruptcy on Real Estate and Title Insurance Non-Judicial Foreclosure Procedure | |
Formats Available: Streaming, Live Webcast | Date: 07-20-2009 |
| Approved Credit: NALA: 3 hours Total General Hours NM Bar: 3 hours Total General Hours NCPA: 3 hours Total General Hours FLRPA: 3 hours Total General Hours OHPA: 3 hours Total General Hours | |
(07-20-09) Real Estate Mini-Series: Impact of Bankruptcy on Real Estate and Title Insurance & Non-Judicial Foreclosure Procedure(afternoon) ![]() |
$199.00 | MORE INFO![]() |

| Impact of Bankruptcy on Real Estate and Title Insurance Non-Judicial Foreclosure Procedure | |
Formats Available: Streaming, Live Webcast | Date: 07-20-2009 |
| Approved Credit: NALA: 3 hours Total General Hours NM Bar: 3 hours Total General Hours NCPA: 3 hours Total General Hours FLRPA: 3 hours Total General Hours OHPA: 3 hours Total General Hours | |

| Agenda: Product Description Paralegal competence is derived from the legal competence guidelines outlined in ethical standards for attorneys. Identify how your professional conduct is critical to keeping you within the bounds of the profession and avoiding potential malpractice issues. | |
Formats Available: Streaming, Live Webcast | Date: 07-21-2009 |
(07-22-09) Law Office Management: The Paralegal's Guide to General Law Office Administration (Part 1 of 5 of the Law Office Management Series) ![]() |
$75.00 | MORE INFO![]() |

| Set yourself apart in this increasingly competitive market - Take an individual audio webcast, or the entire webcast series, to gain the best strategies for handling specific responsibilities. Enroll in whole series for the discounted rate of $319, a savings over taking each program individually. To receive your discount, call our online learning customer service department at 1-866-702-3278. To view or purchase other parts to this series click on the links below: Law Office Management: The Paralegal's Guide to Managing People Inside and Outside the Firm - August 19, 2009 Law Office Management: Financial Management for the Paralegal - September 16, 2009 Law Office Management: Exploring Legal Administration and Technology for Paralegals - October 21, 2009 Law Office Management: Avoiding Ethical Dilemmas for Paralegals - November 11, 2009 Agenda: · Law Office Management Principles · Roles and Responsibilities Within Your Organizational Structure · Management of Day-to-Day Operations o Setting and Balancing Priorities o Allocation of Resources o How to Utilize Delegation Properly o Time Management Strategies · Operational Systems Setup and Management o Case Management Systems o Calendaring and Docket Control Systems o Records Management and Retention o Security, Encryption and Disaster Recovery
Taking on administrative tasks in addition to your regular paralegal duties requires a delicate balance. Discover how to create operational systems and management techniques that will navigate these logistical challenges. | |
Formats Available: Streaming, Live Webcast | Date: 07-22-2009 |
| Approved Credit: NALA: 1 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |
(07-27-09) Medical Records Mini-Series: Obtaining and Interpreting Medical Records to Prove Your Case & Techniques to Get the Medical Records You Need (Morning) ![]() |
$199.00 | MORE INFO![]() |

| Often the key to proving your case lies buried in a stack of medical records. Do you have the knowledge and skills you need to obtain pertinent records and search through them to uncover the "golden nugget" that is relevant to your case? Our experienced faculty will provide you with key information and techniques that have worked successfully for them. Receive practical information on: Who Should Attend: This basic-intermediate level program will provide paralegals, legal assistants and other legal staff with practical guidance on obtaining and using medical records successfully during the litigation process. | |
Formats Available: Streaming, Live Webcast | Date: 07-27-2009 |
| Approved Credit: NALA: 3 hours Total General Hours NM Bar: 3 hours Total General Hours NCPA: 3 hours Total General Hours FLRPA: 3 hours Total General Hours OHPA: 3 hours Total General Hours | |
(07-27-09) Medical Records Mini-Series: Obtaining and Interpreting Medical Records to Prove Your Case & Techniques to Get the Medical Records You Need(Afternoon) ![]() |
$199.00 | MORE INFO![]() |

| Often the key to proving your case lies buried in a stack of medical records. Do you have the knowledge and skills you need to obtain pertinent records and search through them to uncover the "golden nugget" that is relevant to your case? Our experienced faculty will provide you with key information and techniques that have worked successfully for them. Receive practical information on: Who Should Attend: This basic-intermediate level program will provide paralegals, legal assistants and other legal staff with practical guidance on obtaining and using medical records successfully during the litigation process. | |
Formats Available: Streaming, Live Webcast | Date: 07-27-2009 |
| Approved Credit: NALA: 3 hours Total General Hours NM Bar: 3 hours Total General Hours NCPA: 3 hours Total General Hours FLRPA: 3 hours Total General Hours OHPA: 3 hours Total General Hours | |
(07-28-09) Case Management for the Paralegal: Leveraging Technology to Manage Documents (Part 4 of 4 of the Case Management Series) ![]() |
$75.00 | MORE INFO![]() |

| Set yourself apart in this increasingly competitive market - Take an individual audio webcast, or the entire webcast series, to gain the best strategies for handling specific responsibilities. Enroll in whole series for the discounted rate of $249, a savings over taking each program individually. To receive your discount, call our online learning customer service department at 1-866-702-3278. To view or purchase other parts to this series click on the links below: Case Management for the Paralegal: Document Management Strategies - April 21, 2009 Case Management for the Paralegal: Organizing Discovery Documents - May 13, 2009 Case Management for the Paralegal: Manual vs. Automated Retrieval Systems - June 9, 2009 Agenda
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Formats Available: Streaming, Live Webcast | Date: 07-28-2009 On-Demand Release Date: August 18, 2009 |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 1 hours Total General Hours NM Bar: 1 hours Total General Hours NCPA: 1 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |
(08-03-09) Discovery Mini-Series: Collecting and Preserving Electronically Stored Information (ESI) & Discovery Basics From A to Z(Morning) ![]() |
$199.00 | MORE INFO![]() |

| Few tools are more powerful to litigators than discovery and in today's digital universe, evidence resides in an increasing larger number of sources. Our experienced faculty has been in your position and will provide you with valuable advice on working through the discovery process. Gain straightforward instruction on how to request, collect, produce and analyze evidence as well as preserve its admissibility and avoid sanctions. Receive practical information on: Who Should Attend: This basic-to-intermediate level program will provide paralegals, legal assistants and other legal staff with rules and strategies for electronic discovery as well as practical discovery tips and techniques. | |
Formats Available: Streaming, Live Webcast | Date: 08-03-2009 |
(08-03-09) Discovery Mini-Series: Collecting and Preserving Electronically Stored Information (ESI) & Discovery Basics From A to Z(Afternoon) ![]() |
$199.00 | MORE INFO![]() |

| Few tools are more powerful to litigators than discovery and in today's digital universe, evidence resides in an increasing larger number of sources. Our experienced faculty has been in your position and will provide you with valuable advice on working through the discovery process. Gain straightforward instruction on how to request, collect, produce and analyze evidence as well as preserve its admissibility and avoid sanctions. Receive practical information on: Who Should Attend: This basic-to-intermediate level program will provide paralegals, legal assistants and other legal staff with rules and strategies for electronic discovery as well as practical discovery tips and techniques. | |
Formats Available: Streaming, Live Webcast | Date: 08-03-2009 |

| AGENDA | |
Formats Available: Streaming, Live Webcast | Date: 08-04-2009 On-Demand Release Date: August 4, 2009 |
| Approved Credit: NALA: 1 hours Including Ethics NFPA: 1 hours Including Ethics NM Bar: 1 hours Ethics NCPA: 1 hours Including Professional Responsibility FLRPA: 1 hours Including Ethics OHPA: 1 hours Including Ethics | |
(08-05-09) Find it Free and Fast on the Net: Strategies for Legal Research on the Web – Full Day ![]() |
$299.00 | MORE INFO![]() |

Agenda: Morning I. HOW TO SEARCH LIKE A PRO (50 minutes – Brian D. Wright) A. What’s the Difference Between a Search Engine and a Directory? B. How Do Search Engines Really Work? C. Learn Boolean Logic to Create the Best Search Strategies for Finding Relevant Documents D. Which Search Engines Are the Best? E. A Close Look at Google and Search Engines That "Think" F. Learn Browser Tricks – The Power of the “Find” Function to Scan Web Pages Quickly G. Managing Bookmarks H. Effectively Using RSS Feeds, Blogs and Podcasts II. FINDING FREE LEGAL RESEARCH SITES AND FREE CASE LAW (45 minutes – Andrew J. Reitz) A. Finding the Shortcuts to Legal Research: Free Legal Portals and Meta-Sites B. Finding and Using Free, Full-Text Case Law Sites C. Learn About the Free (Poor Man’s) “Shepards” III. DISCOVER THE INVISIBLE WEB (45 minutes – Andrew J. Reitz) A. What is the Invisible Web? B. How Does it Differ From the Visible Web? C. Learn to Find “Invisible Documents” D. Where do Old Web Pages Go? Learn to Locate Them IV. GOVERNMENT INTERNET RESOURCES: FEDERAL, STATE AND LOCAL (40 minutes – Brian D. Wright) A. Statutes, Bills and Legislative History B. Regulations and Agencies C. Find Court Opinions, Forms, Rules and Dockets Afternoon V. INVESTIGATIVE RESEARCH: PUBLIC RECORDS AND “PUBLICLY AVAILABLE” INFORMATION (60 minutes – Brian D. Wright) A. Accessing Public Records B. Professional Licenses C. Criminal Records D. Vital Statistics: Birth, Death, Marriage and Divorce Records E. Real and Personal Property Records VI. FINDING “PRACTICE” TOOLS (30 minutes – Andrew J. Reitz) A. Sample Briefs, Motions, Complaints and Settlements B. Sample Forms and Contracts C. Uncover Jury Verdicts VII. LOCATING PERSONS AND FINDING BACKGROUND INFORMATION (50 minutes – Marc D. Amos) A. Phone Numbers and Addresses of Missing People B. Social Security Numbers C. Bankruptcies D. Neighbors, Relatives and Associates E. Mailing List Postings, Blogs, Etc. F. Attorneys, Judges and Experts VIII. LOCATING COMPANIES FOR DUE DILIGENCE AND BACKGROUND INFORMATION (40 minutes – Marc D. Amos) A. Company Web Sites B. Directories for Private, Public and Foreign Companies C. Stock Quotes – Current and Historical D. SEC Filings E. State Corporate Records/Registered Agents and Fictitious Business Names F. News and Information About Companies, Products and Executives G. Information From Government Agencies Regulating Companies Who Should Attend This seminar is designed to provide practical skills necessary for finding key information on the internet for Attorneys | |
Formats Available: Streaming, Live Webcast | Date: 08-05-2009 |
| Approved Credit: NALA: 6 hours Total General Hours NFPA: 6 hours Total General Hours NM Bar: 6 hours Total General Hours NCPA: 6 hours Total General Hours FLRPA: 6 hours Total General Hours OHPA: 6 hours Total General Hours | |
(08-05-09) Find it Free and Fast on the Net: Strategies for Legal Research on the Web – Morning ![]() |
$199.00 | MORE INFO![]() |

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Agenda: Morning I. HOW TO SEARCH LIKE A PRO (50 minutes – Brian D. Wright) A. What’s the Difference Between a Search Engine and a Directory? B. How Do Search Engines Really Work? C. Learn Boolean Logic to Create the Best Search Strategies for Finding Relevant Documents D. Which Search Engines Are the Best? E. A Close Look at Google and Search Engines That “Think” F. Learn Browser Tricks – The Power of the “Find” Function to Scan Web Pages Quickly G. Managing Bookmarks H. Effectively Using RSS Feeds, Blogs and Podcasts II. FINDING FREE LEGAL RESEARCH SITES AND FREE CASE LAW (45 minutes – Andrew J. Reitz) A. Finding the Shortcuts to Legal Research: Free Legal Portals and Meta-Sites B. Finding and Using Free, Full-Text Case Law Sites C. Learn About the Free (Poor Man’s) “Shepards” III. DISCOVER THE INVISIBLE WEB (45 minutes – Andrew J. Reitz) A. What is the Invisible Web? B. How Does it Differ From the Visible Web? C. Learn to Find “Invisible Documents” D. Where do Old Web Pages Go? Learn to Locate Them IV. GOVERNMENT INTERNET RESOURCES: FEDERAL, STATE AND LOCAL (40 minutes – Brian D. Wright) A. Statutes, Bills and Legislative History B. Regulations and Agencies C. Find Court Opinions, Forms, Rules and Dockets
Who Should Attend This seminar is designed to provide practical skills necessary for finding key information on the internet for Attorneys | |
Formats Available: Streaming, Live Webcast | Date: 08-05-2009 |
| Approved Credit: NALA: 3 hours Total General Hours NFPA: 3 hours Total General Hours NM Bar: 3 hours Total General Hours NCPA: 3 hours Total General Hours FLRPA: 3 hours Total General Hours OHPA: 3 hours Total General Hours | |

| Agenda: Product Description: Have you ever considered taking your legal knowledge to the next step by attending law school? If so, you have probably heard the rumors, but do you know the "real deal" about what to expect those first few months in law school. Learn how to manage it all from someone who has walked the walk - a paralegal with experience who juggled many roles while transitioning to an attorney and will give you the knowledge to do it too. | |
Formats Available: Streaming, Live Webcast | Date: 08-05-2009 |
(08-05-09) Find it Free and Fast on the Net: Strategies for Legal Research on the Web – Afternoon ![]() |
$199.00 | MORE INFO![]() |

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Afternoon V. INVESTIGATIVE RESEARCH: PUBLIC RECORDS AND “PUBLICLY AVAILABLE” INFORMATION (60 minutes – Brian D. Wright) A. Accessing Public Records B. Professional Licenses C. Criminal Records D. Vital Statistics: Birth, Death, Marriage and Divorce Records E. Real and Personal Property Records VI. FINDING “PRACTICE” TOOLS (30 minutes – Andrew J. Reitz) A. Sample Briefs, Motions, Complaints and Settlements B. Sample Forms and Contracts C. Uncover Jury Verdicts VII. LOCATING PERSONS AND FINDING BACKGROUND INFORMATION (50 minutes – Marc D. Amos) A. Phone Numbers and Addresses of Missing People B. Social Security Numbers C. Bankruptcies D. Neighbors, Relatives and Associates E. Mailing List Postings, Blogs, Etc. F. Attorneys, Judges and Experts VIII. LOCATING COMPANIES FOR DUE DILIGENCE AND BACKGROUND INFORMATION (40 minutes – Marc D. Amos) A. Company Web Sites B. Directories for Private, Public and Foreign Companies C. Stock Quotes – Current and Historical D. SEC Filings E. State Corporate Records/Registered Agents and Fictitious Business Names F. News and Information About Companies, Products and Executives G. Information From Government Agencies Regulating Companies Who Should Attend This seminar is designed to provide practical skills necessary for finding key information on the internet for Attorneys | |
Formats Available: Streaming, Live Webcast | Date: 08-05-2009 |
| Approved Credit: NALA: 3 hours Total General Hours NFPA: 3 hours Total General Hours NM Bar: 3 hours Total General Hours NCPA: 3 hours Total General Hours FLRPA: 3 hours Total General Hours OHPA: 3 hours Total General Hours | |

| Managing probate and estate planning issues requires foresight, planning and thorough accounting. Ensure that you are handling the client’s assets in a way that will minimize future problems and litigation. Our experienced faculty will help you to becoming informed on critical legal issues and procedures that will help you to navigate the process with ease. Receive practical information on: • Alternative methods to closing the estate. Who Should Attend: This intermediate level program will provide paralegals, legal assistants and other legal staff with an overview of estate administration and tax procedure followed by more in-depth information on working with elder clients on planning issues. | |
Formats Available: Streaming, Live Webcast | Date: 08-10-2009 |

| Managing probate and estate planning issues requires foresight, planning and thorough accounting. Ensure that you are handling the client’s assets in a way that will minimize future problems and litigation. Our experienced faculty will help you to becoming informed on critical legal issues and procedures that will help you to navigate the process with ease. Receive practical information on: • Alternative methods to closing the estate. Who Should Attend: This intermediate level program will provide paralegals, legal assistants and other legal staff with an overview of estate administration and tax procedure followed by more in-depth information on working with elder clients on planning issues. | |
Formats Available: Streaming, Live Webcast | Date: 08-10-2009 |

| Agenda: Product Description Statistics say that six out of ten drivers on the road carry inadequate or no insurance. As a paralegal, you know that the chances of recovery become even more difficult when no insurance companies are involved. Dissect the complex issues involved in these cases to enhance your chance of success. | |
Formats Available: Streaming, Live Webcast | Date: 08-11-2009 |
(08-12-09) Uncovering Family Fraud for Paralegals: Discovering Financial Misappropriation ![]() |
$75.00 | MORE INFO![]() |

| AGENDA | |
Formats Available: Streaming, Live Webcast | Date: 08-12-2009 On-Demand Release Date: August 12, 2009 |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 1 hours Total General Hours NM Bar: 1 hours Total General Hours NCPA: 1 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |
(08-17-09) Legal Writing and Research Mini-Series: Brief Writing, Legal Research & Internet Research(Morning) ![]() |
$199.00 | MORE INFO![]() |

| Legal research and writing is the foundation upon which solid cases are built. Key skills such as analysis of the situation, effective research techniques and sound legal reasoning will make you an invaluable team member. Our experienced faculty will provide you with tips and techniques that will help you to deliver accurate facts and solid conclusions. Establish a solid foundation for: Who Should Attend: This intermediate level program provide paralegals, legal assistants and other legal staff with key concepts on which to build a foundation for brief writing, legal and internet research. | |
Formats Available: Streaming, Live Webcast | Date: 08-17-2009 |
(08-17-09) Legal Writing and Research Mini-Series: Brief Writing, Legal Research & Internet Research (Afternoon) ![]() |
$199.00 | MORE INFO![]() |

| Legal research and writing is the foundation upon which solid cases are built. Key skills such as analysis of the situation, effective research techniques and sound legal reasoning will make you an invaluable team member. Our experienced faculty will provide you with tips and techniques that will help you to deliver accurate facts and solid conclusions. Establish a solid foundation for: Who Should Attend: This intermediate level program provide paralegals, legal assistants and other legal staff with key concepts on which to build a foundation for brief writing, legal and internet research. | |
Formats Available: Streaming, Live Webcast | Date: 08-17-2009 |

| AGENDA | |
Formats Available: Streaming, Live Webcast | Date: 08-18-2009 On-Demand Release Date: August 18, 2009 |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 1 hours Total General Hours NM Bar: 1 hours Total General Hours NCPA: 1 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |
(08-19-09) Law Office Management: The Paralegal's Guide to Managing People Inside and Outside the Firm (Part 2 of 5 of the Law Office Management Series) ![]() |
$75.00 | MORE INFO![]() |

| Set yourself apart in this increasingly competitive market - Take an individual audio webcast, or the entire webcast series, to gain the best strategies for
handling specific responsibilities. Enroll in whole series for the discounted rate of $319, a savings over taking each program individually. To receive your discount, call our online learning customer service department at 1-866-702-3278. To view or purchase other parts to this series click on the links below: Law Office Management: The Paralegal's Guide to General Law Office Administration - July 22, 2009 Law Office Management: Financial Management for the Paralegal - September 16, 2009 Law Office Management: Exploring Legal Administration and Technology for Paralegals - October 21, 2009 Law Office Management: Avoiding Ethical Dilemmas for Paralegals - November 11, 2009 Agenda: Product Description: While paper and documents present their own organizational challenges, they do not involve the personality issues involved in managing people. Discover practical strategies you can use to facilitate a professional, productive office environment while building strong client relations. | |
Formats Available: Streaming, Live Webcast | Date: 08-19-2009 |

| Technology, business practices and client communication is changing at an increasingly rapid pace and often the laws do not keep up with what is going on in practice. In today's complex legal environment, knowing how to anticipate and avoid potential ethical problems is vital because no one is immune to disciplinary actions. Our experienced faculty will offer practical advice on everyday, as well as new approaches to, ethical issues arising from common legal practices. Receive solid guidance on: Who Should Attend: This basic-to-intermediate level program provide paralegals, legal assistants and other legal staff with practical solutions to ethical issues regarding corporate practice, the information age and attorney-client privilege. | |
Formats Available: Streaming, Live Webcast | Date: 08-24-2009 |

| Technology, business practices and client communication is changing at an increasingly rapid pace and often the laws do not keep up with what is going on in practice. In today's complex legal environment, knowing how to anticipate and avoid potential ethical problems is vital because no one is immune to disciplinary actions. Our experienced faculty will offer practical advice on everyday, as well as new approaches to, ethical issues arising from common legal practices. Receive solid guidance on: Who Should Attend: This basic-to-intermediate level program provide paralegals, legal assistants and other legal staff with practical solutions to ethical issues regarding corporate practice, the information age and attorney-client privilege. | |
Formats Available: Streaming, Live Webcast | Date: 08-24-2009 |

| Agenda: Product Description: Medical, and other, records can be valuable tools when preparing a case – but you need to know how they can be used effectively. Identify the key information you should be seeking out and how to do so efficiently. | |
Formats Available: Streaming, Live Webcast | Date: 08-25-2009 |

| Agenda: Product Description: Title defects can quickly bring an otherwise successful real estate transaction to a screeching halt. Outline plans for correcting simple title problems and address complicated title defects to recognize when court action is necessary. | |
Formats Available: Streaming, Live Webcast | Date: 08-25-2009 |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 1 hours Total General Hours NM Bar: 1 hours Total General Hours NCPA: 1 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |
(08-26-09) The Stress Doc: The Art of Creative Risk Taking for Paralegals (Part 3 of 3) ![]() |
$75.00 | MORE INFO![]() |

| Set yourself apart in this increasingly competitive market - Take an individual audio webcast, or the entire webcast series, to gain the best strategies for handling specific responsibilities. Enroll in whole series for the discounted rate of $199, a savings over taking each program individually. To receive your discount, call our online learning customer service department at 1-866-702-3278. To view or purchase other parts to this series click on the links below: The Stress Doc: The Paralegal's Guide to Practicing Safe Stress - June 29, 2009 The Stress Doc: Communication and Conflict Resolution for Paralegals - July 15, 2009 Agenda: Product Description: Risk taking is fundamental part of growth and development, but many people try to avoid it because of its negative connotations. Learn how risk taking can actually be beneficial and discover how to use it in a creative way. | |
Formats Available: Streaming, Live Webcast | Date: 08-26-2009 |

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Agenda: · Primary/Mandatory Authorities · Secondary/Persuasive Authorities · Non-Legal Sources for Investigative or Supporting Information
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Formats Available: Streaming, Live Webcast | Date: 09-01-2009 |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 1 hours Total General Hours NM Bar: 1 hours Total General Hours NCPA: 1 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |
(09-02-09) The Paralegal’s Guide to Obtaining and Organizing Medical Records for Review ![]() |
$75.00 | MORE INFO![]() |

| Agenda Product Description: Effective medical record review starts with making sure you have all of the records you need at your disposal. Discover how you can ensure that you have tapped all of the available resources for the most current information available. | |
Formats Available: Streaming, Live Webcast | Date: 09-02-2009 |
| Approved Credit: NALA: 1 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |

Agenda: · Conducting Initial Investigations and Gathering Evidence · Settling the Claim Without Going to Court o How the Adjuster’s Settlement Authority is Restricted o What Works When Negotiating a Claim o Client Consent to Settle and Subrogation o Lien Considerations to be Aware of o Procedures for the Review of Settlement Documents
A savvy paralegal knows that thorough investigation and credible evidence can make or break a claim when an injury is not outwardly apparent. Identify practical techniques that will help you to be better prepared to assist with soft tissue injury claims. | |
Formats Available: Streaming, Live Webcast | Date: 09-09-2009 |
(09-15-09) E-Discovery for Paralegals: What Evidence is Obtained Through Computer Forensics? (Part 4 of 5 of the E-Discovery Series) ![]() |
$75.00 | MORE INFO![]() |

| Set yourself apart in this increasingly competitive market - Take an individual audio webcast, or the entire webcast series, to gain the best strategies for handling specific responsibilities. Enroll in whole series for the discounted rate of $319, a savings over taking each program individually. To receive your discount, call our online learning customer service department at 1-866-702-3278. To view or purchase other parts to this series click on the links below: E-Discovery for Paralegals: Effectively Preserving Evidence- April 29, 2009 E-Discovery for Paralegals: Understanding Terminology and Effective Use - July 7, 2009 E-Discovery for Paralegals: Where Can You Find Computer Related Evidence? - July 8, 2009 E-Discovery for Paralegals: Efficient Strategies for Disclosure and Discovery - September 16, 2009 Agenda
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Formats Available: Streaming, Live Webcast | Date: 09-15-2009 On-Demand Release Date: October 13, 2009 |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 1 hours Total General Hours NM Bar: 1 hours Total General Hours NCPA: 1 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |
(09-16-09) Estate Administration Procedures for Texas Paralegals: Why Each Step is Important - Full Day ![]() |
$299.00 | MORE INFO![]() |

| Agenda: Morning I. FOUNDATIONS OF ESTATE ADMINISTRATION DEFINED (45 minutes - Colin L. Murchison and Sandra A. Hernandez) A. Identifying Probate and Non-Probate Assets B. Understanding the Various Forms of Administration C. Considerations for the Small Estate D. Knowing the Advantages and Disadvantages of Informal Administration and Complying With the Procedures II. PREPARING TO BEGIN THE ADMINISTRATION PROCESS (75 minutes - Colin L. Murchison and Sandra A. Hernandez) A. Understanding the Laws of Intestacy and How They Affect the Estate B. Knowing What to Get Out of the Client Interview C. Determining the Survivors' Immediate Needs D. Examining the Safe Deposit Box: Identifying Important Documents E. Locating the Will and Knowing What to do Next F. Considerations in Appointing and Counseling the Personal Representative G. Practical Tips for Obtaining Information Concerning Assets H. Renunciations and Election of Statutory Share I. Using Disclaimers Correctly J. Notice Requirements III. CONSIDERATIONS FOR COLLECTING THE ASSETS, PREPARING THE INVENTORY AND HANDLING CLAIMS AGAINST THE ESTATE (60 minutes - Colin L. Murchison and Sandra A. Hernandez) A. Practical Procedures for Opening Estate Accounts B. Obtaining Tax Identification Number and Title to Assets C. Canceling Utilities and Credit Cards D. Best Strategies for Preparing the Inventory E. Medicare, Insurance Claims and Public Assistance: Understanding the Paperwork Involved F. Priority of Concern: Following the Chain of Command in Allowances, Claims and Taxes Afternoon IV. BEING THOROUGH TO CLOSE THE ESTATE WITHOUT A HITCH (60 minutes - Judith P. Kenney) A. Alternative Methods: Knowing Your Options B. Timing of Distributions: How Long do Beneficiaries Have to Wait Until They Get Their Money? C. Steps Involved in Transferring Jointly-Held Assets D. Transferring Other Probate and Non-Probate Assets E. Considerations for Handling Distributions to Minors and Trusts F. Ensuring Thorough Accounting and Settlement of the Estate G. Compensation and Discharge of the Personal Representative V. UNDERSTANDING TAX PROCEDURES TO AVOID PROBLEMS LATER (60 minutes - Judith P. Kenney) A. Overview of Tax Compliance and Post-Mortem Planning: What You Need to Know B. What You Need to Know to Prepare the Decedent's Final Income Tax Return C. Filing Requirements for State and Federal Estate Tax Returns D. How the Generation-Skipping Transfer Tax Affects Your Clients E. Handling Distribution to Minors and Trusts F. Accurate and Inclusive Valuation of Assets G. Determining Alternatives for the Surviving Spouse: Disclaimers, Rights and Options VI. ETHICAL CHALLENGES IN ESTATE ADMINISTRATION (60 minutes - Jeffrey R. Hacker) A. Determining Who the Client Is B. Avoiding Conflicts of Interest C. Informing the Client of the Status of the Estate Who Should Attend: This basic level program will provide paralegals, legal assistants and legal support staff with practical guidance on estate administration procedures. | |
Formats Available: Streaming, Live Webcast | Date: 09-16-2009 |
(09-16-09) Estate Administration Procedures for Texas Paralegals: Why Each Step is Important - Morning ![]() |
$199.00 | MORE INFO![]() |

| Agenda: Morning I. FOUNDATIONS OF ESTATE ADMINISTRATION DEFINED (45 minutes - Colin L. Murchison and Sandra A. Hernandez) A. Identifying Probate and Non-Probate Assets B. Understanding the Various Forms of Administration C. Considerations for the Small Estate D. Knowing the Advantages and Disadvantages of Informal Administration and Complying With the Procedures II. PREPARING TO BEGIN THE ADMINISTRATION PROCESS (75 minutes - Colin L. Murchison and Sandra A. Hernandez) A. Understanding the Laws of Intestacy and How They Affect the Estate B. Knowing What to Get Out of the Client Interview C. Determining the Survivors' Immediate Needs D. Examining the Safe Deposit Box: Identifying Important Documents E. Locating the Will and Knowing What to do Next F. Considerations in Appointing and Counseling the Personal Representative G. Practical Tips for Obtaining Information Concerning Assets H. Renunciations and Election of Statutory Share I. Using Disclaimers Correctly J. Notice Requirements III. CONSIDERATIONS FOR COLLECTING THE ASSETS, PREPARING THE INVENTORY AND HANDLING CLAIMS AGAINST THE ESTATE (60 minutes - Colin L. Murchison and Sandra A. Hernandez) A. Practical Procedures for Opening Estate Accounts B. Obtaining Tax Identification Number and Title to Assets C. Canceling Utilities and Credit Cards D. Best Strategies for Preparing the Inventory E. Medicare, Insurance Claims and Public Assistance: Understanding the Paperwork Involved F. Priority of Concern: Following the Chain of Command in Allowances, Claims and Taxes Who Should Attend: This basic level program will provide paralegals, legal assistants and legal support staff with practical guidance on estate administration procedures.
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Formats Available: Live Webcast | Date: 09-16-2009 |
(09-16-09) E-Discovery for Paralegals: Efficient Strategies for Disclosure and Discovery (Part 5 of 5 of the E-Discovery Series) ![]() |
$75.00 | MORE INFO![]() |

| Set yourself apart in this increasingly competitive market - Take an individual audio webcast, or the entire webcast series, to gain the best strategies for handling specific responsibilities. Enroll in whole series for the discounted rate of $319, a savings over taking each program individually. To receive your discount, call our online learning customer service department at 1-866-702-3278. To view or purchase other parts to this series click on the links below: E-Discovery for Paralegals: Effectively Preserving Evidence- April 29, 2009 E-Discovery for Paralegals: Understanding Terminology and Effective Use - July 7, 2009 E-Discovery for Paralegals: Where Can You Find Computer Related Evidence? - July 8, 2009 E-Discovery for Paralegals: What Evidence is Obtained Through Computer Forensics? - September 15, 2009 List Header
| |
Formats Available: Streaming, Live Webcast | Date: 09-16-2009 On-Demand Release Date: October 15, 2009 |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 1 hours Total General Hours NM Bar: 1 hours Total General Hours NCPA: 1 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |
(09-16-09) Estate Administration Procedures for Texas Paralegals: Why Each Step is Important -Afternoon ![]() |
$199.00 | MORE INFO![]() |

| Agenda: Afternoon IV. BEING THOROUGH TO CLOSE THE ESTATE WITHOUT A HITCH (60 minutes - Judith P. Kenney) A. Alternative Methods: Knowing Your Options B. Timing of Distributions: How Long do Beneficiaries Have to Wait Until They Get Their Money? C. Steps Involved in Transferring Jointly-Held Assets D. Transferring Other Probate and Non-Probate Assets E. Considerations for Handling Distributions to Minors and Trusts F. Ensuring Thorough Accounting and Settlement of the Estate G. Compensation and Discharge of the Personal Representative V. UNDERSTANDING TAX PROCEDURES TO AVOID PROBLEMS LATER (60 minutes - Judith P. Kenney) A. Overview of Tax Compliance and Post-Mortem Planning: What You Need to Know B. What You Need to Know to Prepare the Decedent's Final Income Tax Return C. Filing Requirements for State and Federal Estate Tax Returns D. How the Generation-Skipping Transfer Tax Affects Your Clients E. Handling Distribution to Minors and Trusts F. Accurate and Inclusive Valuation of Assets G. Determining Alternatives for the Surviving Spouse: Disclaimers, Rights and Options VI. ETHICAL CHALLENGES IN ESTATE ADMINISTRATION (60 minutes - Jeffrey R. Hacker) A. Determining Who the Client Is B. Avoiding Conflicts of Interest C. Informing the Client of the Status of the Estate D. Filing Claims: Why it is Imperative to Meet the Deadlines Who Should Attend: This basic level program will provide paralegals, legal assistants and legal support staff with practical guidance on estate administration procedures. | |
Formats Available: Live Webcast | Date: 09-16-2009 |
(09-16-09) Law Office Management: Financial Management for the Paralegal (Part 3 of 5 of the Law Office Management Series) ![]() |
$75.00 | MORE INFO![]() |

| Set yourself apart in this increasingly competitive market - Take an individual audio webcast, or the entire webcast series, to gain the best strategies for
handling specific responsibilities. Enroll in whole series for the discounted rate of $319, a savings over taking each program individually. To receive your discount, call our online learning customer service department at 1-866-702-3278. To view or purchase other parts to this series click on the links below: Law Office Management: The Paralegal's Guide to General Law Office Administration - July 22, 2009 Law Office Management: The Paralegal's Guide to Managing People Inside and Outside the Firm - August 19, 2009 Law Office Management: Exploring Legal Administration and Technology for Paralegals - October 21, 2009 Law Office Management: Avoiding Ethical Dilemmas for Paralegals - November 11, 2009 Agenda: Product Description: Taking on administrative tasks in addition to your regular paralegal duties requires a delicate balance. Discover how to make a big impact on your office's bottom line by utilizing basic billing and collections procedures, as well as addressing other financial issues. | |
Formats Available: Streaming, Live Webcast | Date: 09-16-2009 |
(09-23-09) Document Management in the Trenches: How Paralegals Can Get (and Stay) Organized - Morning ![]() |
$199.00 | MORE INFO![]() |

Agenda: Morning I. CASE DOCUMENT MANAGEMENT (90 minutes - Kristie Collier) A. What is Working and Not Working in Your Office? B. Collection, Maintenance and Categorization of Documents C. Building a Universal System That Works for Every Case D. Training the Staff on Ongoing Document and File Maintenance E. Cost Management and Resource Allocation F. Creating Buy-In: Getting All Attorneys and Paralegals on the Same System II. ORGANIZING DISCOVERY DOCUMENTS (90 minutes - Joshua Sacks) A. The “Legal Hold” – The Notification Process for Individuals With Potentially Discoverable Documents B. Responding to Document Production Requests C. Document Review and Analysis for Privilege or Relevance D. Organizing and Tracking Documents From Clients E. Collecting and Managing Documents From Opposing Parties F. Special Considerations When Managing Electronic Documents G. Building Access Efficiency Into the Discovery Management System H. Conducting Ongoing Analysis to Keep Your System Effective Who Should Attend: This intermediate level seminar will provide paralegals, legal assistants and legal support staff with practical strategies for effective document handling.
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Formats Available: Streaming, Live Webcast | Date: 09-23-2009 |
| Approved Credit: NALA: 3 hours Total General Hours, 1 hours Including Ethics NM Bar: 1 hours Total General Hours FLRPA: 3 hours Total General Hours, 1 hours Including Ethics OHPA: 3 hours Total General Hours, 1 hours Including Ethics | |
(09-23-09) Document Management in the Trenches: How Paralegals Can Get (and Stay) Organized – Full Day ![]() |
$299.00 | MORE INFO![]() |

Agenda: Morning I. CASE DOCUMENT MANAGEMENT (90 minutes - Kristie Collier) A. What is Working and Not Working in Your Office? B. Collection, Maintenance and Categorization of Documents C. Building a Universal System That Works for Every Case D. Training the Staff on Ongoing Document and File Maintenance E. Cost Management and Resource Allocation F. Creating Buy-In: Getting All Attorneys and Paralegals on the Same System II. ORGANIZING DISCOVERY DOCUMENTS (90 minutes - Joshua Sacks) A. The “Legal Hold” – The Notification Process for Individuals With Potentially Discoverable Documents B. Responding to Document Production Requests C. Document Review and Analysis for Privilege or Relevance D. Organizing and Tracking Documents From Clients E. Collecting and Managing Documents From Opposing Parties F. Special Considerations When Managing Electronic Documents G. Building Access Efficiency Into the Discovery Management System H. Conducting Ongoing Analysis to Keep Your System Effective III. MANUAL VS. AUTOMATED RETRIEVAL SYSTEMS (45 minutes - Bryan C. Ramos) A. Scheduling and Calendaring B. Document Coding and Numbering C. Indexing and Summarizing Voluminous Documents D. Preparation and Assembly of Trial Notebooks IV. LEVERAGING TECHNOLOGY TO MANAGE DOCUMENTS (75 minutes - Gail Bailey) A. Comparison and Evaluation of Automated Litigation Support Systems B. “Selling” the Client on the Value of Using an Automated System C. Establishing Document Databases D. Scanning Documents Into Readable, Searchable and Printable Formats E. Hyperlinking Documents to Other References F. Creating Document Inventory for Ease of Location and Retrieval G. How Technology Can Enhance Evidence and Exhibit Presentation H. Tips for Vendor Selection and Negotiation I. Evaluating and Updating Your System as Technology Evolves V. ETHICAL ISSUES IN DOCUMENT MANAGEMENT (60 minutes - Douglas V. Chandler) A. Electronic Production B. Email Ethics C. E-Discovery Rules D. Metadata Who Should Attend: This intermediate level seminar will provide paralegals, legal assistants and legal support staff with practical strategies for effective document handling. | |
Formats Available: Streaming, Live Webcast | Date: 09-23-2009 |
| Approved Credit: NALA: 6 hours Total General Hours, 1 hours Including Ethics NM Bar: 5 hours Total General Hours, 1 hours Ethics FLRPA: 6 hours Total General Hours, 1 hours Including Ethics OHPA: 6 hours Total General Hours, 1 hours Including Ethics | |
(09-23-09) Document Management in the Trenches: How Paralegals Can Get (and Stay) Organized Afternoon ![]() |
$199.00 | MORE INFO![]() |

Agenda: Afternoon III. MANUAL VS. AUTOMATED RETRIEVAL SYSTEMS (45 minutes - Bryan C. Ramos) A. Scheduling and Calendaring B. Document Coding and Numbering C. Indexing and Summarizing Voluminous Documents D. Preparation and Assembly of Trial Notebooks IV. LEVERAGING TECHNOLOGY TO MANAGE DOCUMENTS (75 minutes - Gail Bailey) A. Comparison and Evaluation of Automated Litigation Support Systems B. “Selling” the Client on the Value of Using an Automated System C. Establishing Document Databases D. Scanning Documents Into Readable, Searchable and Printable Formats E. Hyperlinking Documents to Other References F. Creating Document Inventory for Ease of Location and Retrieval G. How Technology Can Enhance Evidence and Exhibit Presentation H. Tips for Vendor Selection and Negotiation I. Evaluating and Updating Your System as Technology Evolves V. ETHICAL ISSUES IN DOCUMENT MANAGEMENT (60 minutes - Douglas V. Chandler) A. Electronic Production B. Email Ethics C. E-Discovery Rules D. Metadata Who Should Attend: This intermediate level seminar will provide paralegals, legal assistants and legal support staff with practical strategies for effective document handling. | |
Formats Available: Streaming, Live Webcast | Date: 09-23-2009 |
| Approved Credit: NALA: 3 hours Total General Hours, 1 hours Including Ethics NM Bar: 1 hours Total General Hours FLRPA: 3 hours Total General Hours, 1 hours Including Ethics OHPA: 3 hours Total General Hours, 1 hours Including Ethics | |
(09-24-09) Estate Administration Procedures for Paralegals: Why Each Step is Important for Florida Paralegals- Full Day (FL State Specific) ![]() |
$299.00 | MORE INFO![]() |

| Agenda: Morning I. FOUNDATIONS OF ESTATE ADMINISTRATION DEFINED (60 minutes -Harley S Herman) A. Identifying Probate and Non-Probate Assets B. Understanding the Various Forms of Administration C. Considerations for the Small Estate D. Knowing the Advantages and Disadvantages of Informal Administration and Complying With the Procedures II. PREPARING TO BEGIN THE ADMINISTRATION PROCESS (60 minutes - Taso M. Milanos) A. Understanding the Laws of Intestacy and How They Affect the Estate B. Knowing What to Get Out of the Client Interview C. Determining the Survivors' Immediate Needs D. Examining the Safe Deposit Box: Identifying Important Documents E. Locating the Will and Knowing What to do Next F. Considerations in Appointing and Counseling the Personal Representative G. Practical Tips for Obtaining Information Concerning Assets H. Renunciations and Election of Statutory Share I. Using Disclaimers Correctly J. Notice Requirements III. CONSIDERATIONS FOR COLLECTING THE ASSETS, PREPARING THE INVENTORY AND HANDLING CLAIMS AGAINST THE ESTATE (60 minutes - Harley S. Herman) A. Practical Procedures for Opening Estate Accounts B. Obtaining Tax Identification Number and Title to Assets C. Canceling Utilities and Credit Cards D. Best Strategies for Preparing the Inventory E. Medicare, Insurance Claims and Public Assistance: Understanding the Paperwork Involved F. Priority of Concern: Following the Chain of Command in Allowances, Claims and Taxes Afternoon IV. BEING THOROUGH TO CLOSE THE ESTATE WITHOUT A HITCH (60 minutes - Mark F Dahle) A. Alternative Methods: Knowing Your Options B. Timing of Distributions: How Long do Beneficiaries Have to Wait Until They Get Their Money? C. Steps Involved in Transferring Jointly-Held Assets D. Transferring Other Probate and Non-Probate Assets E. Considerations for Handling Distributions to Minors and Trusts F. Ensuring Thorough Accounting and Settlement of the Estate G. Compensation and Discharge of the Personal Representative V. UNDERSTANDING TAX PROCEDURES TO AVOID PROBLEMS LATER (60 minutes - Taso M Milanos) A. Overview of Tax Compliance and Post-Mortem Planning: What You Need to Know B. What You Need to Know to Prepare the Decedent's Final Income Tax Return C. Filing Requirements for State and Federal Estate Tax Returns D. How the Generation-Skipping Transfer Tax Affects Your Clients E. Handling Distribution to Minors and Trusts F. Accurate and Inclusive Valuation of Assets G. Determining Alternatives for the Surviving Spouse: Disclaimers, Rights and Options VI. ETHICAL CHALLENGES IN ESTATE ADMINISTRATION (60 minutes - Mark F. Dahle) A. Determining Who the Client Is B. Avoiding Conflicts of Interest C. Informing the Client of the Status of the Estate Who Should Attend: This basic level program will provide paralegals, legal assistants and legal support staff with practical guidance on estate administration procedures. | |
Formats Available: Streaming, Live Webcast | Date: 09-24-2009 |
| Approved Credit: NALA: 6 hours Total General Hours, 1 hours Including Ethics NFPA: 6 hours Total General Hours, 1 hours Including Ethics FLRPA: 6 hours Total General Hours, 1 hours Including Ethics | |
(09-24-09) Estate Administration Procedures for Paralegals: Why Each Step is Important for Florida Paralegals- Morning (FL State Specific) ![]() |
$199.00 | MORE INFO![]() |

| Agenda: Morning I. FOUNDATIONS OF ESTATE ADMINISTRATION DEFINED (60 minutes -Harley S Herman) A. Identifying Probate and Non-Probate Assets B. Understanding the Various Forms of Administration C. Considerations for the Small Estate D. Knowing the Advantages and Disadvantages of Informal Administration and Complying With the Procedures II. PREPARING TO BEGIN THE ADMINISTRATION PROCESS (60 minutes - Taso M. Milanos) A. Understanding the Laws of Intestacy and How They Affect the Estate B. Knowing What to Get Out of the Client Interview C. Determining the Survivors' Immediate Needs D. Examining the Safe Deposit Box: Identifying Important Documents E. Locating the Will and Knowing What to do Next F. Considerations in Appointing and Counseling the Personal Representative G. Practical Tips for Obtaining Information Concerning Assets H. Renunciations and Election of Statutory Share I. Using Disclaimers Correctly J. Notice Requirements III. CONSIDERATIONS FOR COLLECTING THE ASSETS, PREPARING THE INVENTORY AND HANDLING CLAIMS AGAINST THE ESTATE (60 minutes - Harley S. Herman) A. Practical Procedures for Opening Estate Accounts B. Obtaining Tax Identification Number and Title to Assets C. Canceling Utilities and Credit Cards D. Best Strategies for Preparing the Inventory E. Medicare, Insurance Claims and Public Assistance: Understanding the Paperwork Involved F. Priority of Concern: Following the Chain of Command in Allowances, Claims and Taxes Who Should Attend: This basic level program will provide paralegals, legal assistants and legal support staff with practical guidance on estate administration procedures. | |
Formats Available: Live Webcast | Date: 09-24-2009 |
| Approved Credit: NALA: 3 hours Total General Hours, 1 hours Including Ethics NFPA: 3 hours Total General Hours, 1 hours Including Ethics FLRPA: 3 hours Total General Hours, 1 hours Including Ethics | |
(09-24-09) Estate Administration Procedures for Paralegals: Why Each Step is Important for Florida Paralegals- Afternoon (FL State Specific) ![]() |
$199.00 | MORE INFO![]() |

Agenda: IV. BEING THOROUGH TO CLOSE THE ESTATE WITHOUT A HITCH (60 minutes - Mark F Dahle) A. Alternative Methods: Knowing Your Options B. Timing of Distributions: How Long do Beneficiaries Have to Wait Until They Get Their Money? C. Steps Involved in Transferring Jointly-Held Assets D. Transferring Other Probate and Non-Probate Assets E. Considerations for Handling Distributions to Minors and Trusts F. Ensuring Thorough Accounting and Settlement of the Estate G. Compensation and Discharge of the Personal Representative V. UNDERSTANDING TAX PROCEDURES TO AVOID PROBLEMS LATER (60 minutes - Taso M Milanos) A. Overview of Tax Compliance and Post-Mortem Planning: What You Need to Know B. What You Need to Know to Prepare the Decedent's Final Income Tax Return C. Filing Requirements for State and Federal Estate Tax Returns D. How the Generation-Skipping Transfer Tax Affects Your Clients E. Handling Distribution to Minors and Trusts F. Accurate and Inclusive Valuation of Assets G. Determining Alternatives for the Surviving Spouse: Disclaimers, Rights and Options VI. ETHICAL CHALLENGES IN ESTATE ADMINISTRATION (60 minutes - Mark F. Dahle) A. Determining Who the Client Is B. Avoiding Conflicts of Interest C. Informing the Client of the Status of the Estate Who Should Attend: This basic level program will provide paralegals, legal assistants and legal support staff with practical guidance on estate administration procedures. | |
Formats Available: Live Webcast | Date: 09-24-2009 |
| Approved Credit: NALA: 3 hours Total General Hours, 1 hours Including Ethics NFPA: 3 hours Total General Hours, 1 hours Including Ethics FLRPA: 3 hours Total General Hours, 1 hours Including Ethics | |
(09-29-09) Case Development and File Management for Paralegals ![]() |
$75.00 | MORE INFO![]() |

Formats Available: Streaming, Live Webcast | Date: 09-29-2009 On-Demand Release Date: September 29, 2009 |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 1 hours Total General Hours NM Bar: 1 hours Total General Hours NCPA: 1 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |

| Agenda: Product Description: Proper preparation of estate planning documents will ensure that a client's long-range plans are addressed properly. Learn the ins and outs of preparing and drafting essential estate planning documents. | |
Formats Available: Streaming, Live Webcast | Date: 09-30-2009 |
(10-21-09) Law Office Management: Exploring Legal Administration and Technology for Paralegals (Part 4 of 5 of the Law Office Management Series) ![]() |
$75.00 | MORE INFO![]() |

| Set yourself apart in this increasingly competitive market - Take an individual audio webcast, or the entire webcast series, to gain the best strategies for
handling specific responsibilities. Enroll in whole series for the discounted rate of $319, a savings over taking each program individually. To receive your discount, call our online learning customer service department at 1-866-702-3278. To view or purchase other parts to this series click on the links below: Law Office Management: The Paralegal's Guide to General Law Office Administration - July 22, 2009 Law Office Management: The Paralegal's Guide to Managing People Inside and Outside the Firm - August 19, 2009 Law Office Management: Exploring Legal Administration and Technology for Paralegals - September 16, 2009 Law Office Management: Avoiding Ethical Dilemmas for Paralegals - November 11, 2009 Agenda: Product Description: Technology can streamline your workload – if it is chosen correctly. Develop your knowledge of the available resources, and factors to consider when selecting them, so you can make the best decisions for your firm. | |
Formats Available: Streaming, Live Webcast | Date: 10-21-2009 |
(11-11-09) Law Office Management: Avoiding Ethical Dilemmas for Paralegals (Part 5 of 5 of the Law Office Management Series) ![]() |
$75.00 | MORE INFO![]() |

| Set yourself apart in this increasingly competitive market - Take an individual audio webcast, or the entire webcast series, to gain the best strategies for
handling specific responsibilities. Enroll in whole series for the discounted rate of $319, a savings over taking each program individually. To receive your discount, call our online learning customer service department at 1-866-702-3278. To view or purchase other parts to this series click on the links below: Law Office Management: The Paralegal's Guide to General Law Office Administration - July 22, 2009 Law Office Management: The Paralegal's Guide to Managing People Inside and Outside the Firm - August 19, 2009 Law Office Management: Exploring Legal Administration and Technology for Paralegals - September 16, 2009 Law Office Management: Exploring Legal Administration and Technology for Paralegals - October 21, 2009 Agenda: Product Description: Although paralegals cannot practice law, they are obligated to adhere to the same standards of ethical conduct as their attorneys. Learn how to recognize issues and potential conflicts of interest so you can plan appropriate responses. | |
Formats Available: Streaming, Live Webcast | Date: 11-11-2009 |

| Technology, business practices and client communication is changing at an increasingly rapid pace and often the laws do not keep up with what is going on in practice. In today's complex legal environment, knowing how to anticipate and avoid potential ethical problems is vital because no one is immune to disciplinary actions. Our experienced faculty will offer practical advice on everyday, as well as new approaches to, ethical issues arising from common legal practices. Receive solid guidance on: Who Should Attend: This basic-to-intermediate level program provide paralegals, legal assistants and other legal staff with practical solutions to ethical issues regarding corporate practice, the information age and attorney-client privilege. | |
Formats Available: Streaming, Live Webcast | Original Course Date: 08-24-2009 |
| Approved Credit: | |

| Technology, business practices and client communication is changing at an increasingly rapid pace and often the laws do not keep up with what is going on in practice. In today's complex legal environment, knowing how to anticipate and avoid potential ethical problems is vital because no one is immune to disciplinary actions. Our experienced faculty will offer practical advice on everyday, as well as new approaches to, ethical issues arising from common legal practices. Receive solid guidance on: Who Should Attend: This basic-to-intermediate level program provide paralegals, legal assistants and other legal staff with practical solutions to ethical issues regarding corporate practice, the information age and attorney-client privilege. | |
Formats Available: Streaming, Live Webcast | Original Course Date: 08-24-2009 |
| Approved Credit: | |
Real Estate Mini-Series: Impact of Bankruptcy on Real Estate and Title Insurance & Non-Judicial Foreclosure Procedure(afternoon) ![]() |
$199 | MORE INFO![]() |

| Impact of Bankruptcy on Real Estate and Title Insurance Non-Judicial Foreclosure Procedure | |
Formats Available: Streaming, Live Webcast | Original Course Date: 07-20-2009 |
| Approved Credit: NALA: 3 hours Total General Hours NM Bar: 3 hours Total General Hours NCPA: 3 hours Total General Hours FLRPA: 3 hours Total General Hours OHPA: 3 hours Total General Hours | |
Real Estate Mini-Series: Impact of Bankruptcy on Real Estate and Title Insurance & Non-Judicial Foreclosure Procedure(morning) ![]() |
$199 | MORE INFO![]() |

| Impact of Bankruptcy on Real Estate and Title Insurance Non-Judicial Foreclosure Procedure | |
Formats Available: Streaming, Live Webcast | Original Course Date: 07-20-2009 |
| Approved Credit: NALA: 3 hours Total General Hours NM Bar: 3 hours Total General Hours NCPA: 3 hours Total General Hours FLRPA: 3 hours Total General Hours OHPA: 3 hours Total General Hours | |
Case Management Mini- Series: A Litigation Paralegal's Guide to Case Management (Morning) ![]() |
$199 | MORE INFO![]() |

| Keeping command of the myriad of documents and communications involved in legal cases is a challenging undertaking. Solid case management strategies can, and will, provide the foundation for maintaining a profitable legal team. Our experienced faculty will help you master proven case management and organization techniques that will improve team productivity. Help your attorneys enhance his/her practice by handling more cases in the same amount of time! Handle cases and tasks more efficiently by: Who Should Attend: This basic-to-intermediate level program will provide paralegals, legal assistants and other legal staff with information regarding bankruptcy-related title issues and non-judicial foreclosure | |
Formats Available: Streaming, Live Webcast | Original Course Date: 07-13-2009 |
| Approved Credit: NALA: 3 hours Total General Hours, 1 hours Including Ethics NM Bar: 2 hours Total General Hours, 1 hours Ethics NCPA: 3 hours Total General Hours, 1 hours Including Professional Responsibility FLRPA: 3 hours Total General Hours, 1 hours Including Ethics OHPA: 3 hours Total General Hours, 1 hours Including Ethics | |
Case Management Mini-Series: A Litigation Paralegal's Guide to Case Management(Afternoon) ![]() |
$199 | MORE INFO![]() |

| Keeping command of the myriad of documents and communications involved in legal cases is a challenging undertaking. Solid case management strategies can, and will, provide the foundation for maintaining a profitable legal team. Our experienced faculty will help you master proven case management and organization techniques that will improve team productivity. Help your attorneys enhance his/her practice by handling more cases in the same amount of time! Handle cases and tasks more efficiently by: Who Should Attend: This basic-to-intermediate level program will provide paralegals, legal assistants and other legal staff with information regarding bankruptcy-related title issues and non-judicial foreclosure | |
Formats Available: Streaming, Live Webcast | Original Course Date: 07-13-2009 |
| Approved Credit: NALA: 3 hours Total General Hours, 1 hours Including Ethics NM Bar: 2 hours Total General Hours, 1 hours Ethics NCPA: 3 hours Total General Hours, 1 hours Including Professional Responsibility FLRPA: 3 hours Total General Hours, 1 hours Including Ethics OHPA: 3 hours Total General Hours, 1 hours Including Ethics | |
Find it Free and Fast on the Net: Strategies for Legal Research on the Web – Afternoon ![]() |
$199 | MORE INFO![]() |

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Afternoon V. INVESTIGATIVE RESEARCH: PUBLIC RECORDS AND “PUBLICLY AVAILABLE” INFORMATION (60 minutes – Brian D. Wright) A. Accessing Public Records B. Professional Licenses C. Criminal Records D. Vital Statistics: Birth, Death, Marriage and Divorce Records E. Real and Personal Property Records VI. FINDING “PRACTICE” TOOLS (30 minutes – Andrew J. Reitz) A. Sample Briefs, Motions, Complaints and Settlements B. Sample Forms and Contracts C. Uncover Jury Verdicts VII. LOCATING PERSONS AND FINDING BACKGROUND INFORMATION (50 minutes – Marc D. Amos) A. Phone Numbers and Addresses of Missing People B. Social Security Numbers C. Bankruptcies D. Neighbors, Relatives and Associates E. Mailing List Postings, Blogs, Etc. F. Attorneys, Judges and Experts VIII. LOCATING COMPANIES FOR DUE DILIGENCE AND BACKGROUND INFORMATION (40 minutes – Marc D. Amos) A. Company Web Sites B. Directories for Private, Public and Foreign Companies C. Stock Quotes – Current and Historical D. SEC Filings E. State Corporate Records/Registered Agents and Fictitious Business Names F. News and Information About Companies, Products and Executives G. Information From Government Agencies Regulating Companies Who Should Attend This seminar is designed to provide practical skills necessary for finding key information on the internet for Attorneys | |
Formats Available: Streaming, Live Webcast | Original Course Date: 08-05-2009 |
| Approved Credit: NALA: 3 hours Total General Hours NFPA: 3 hours Total General Hours NM Bar: 3 hours Total General Hours NCPA: 3 hours Total General Hours FLRPA: 3 hours Total General Hours OHPA: 3 hours Total General Hours | |
Find it Free and Fast on the Net: Strategies for Legal Research on the Web – Full Day ![]() |
$299 | MORE INFO![]() |

Agenda: Morning I. HOW TO SEARCH LIKE A PRO (50 minutes – Brian D. Wright) A. What’s the Difference Between a Search Engine and a Directory? B. How Do Search Engines Really Work? C. Learn Boolean Logic to Create the Best Search Strategies for Finding Relevant Documents D. Which Search Engines Are the Best? E. A Close Look at Google and Search Engines That "Think" F. Learn Browser Tricks – The Power of the “Find” Function to Scan Web Pages Quickly G. Managing Bookmarks H. Effectively Using RSS Feeds, Blogs and Podcasts II. FINDING FREE LEGAL RESEARCH SITES AND FREE CASE LAW (45 minutes – Andrew J. Reitz) A. Finding the Shortcuts to Legal Research: Free Legal Portals and Meta-Sites B. Finding and Using Free, Full-Text Case Law Sites C. Learn About the Free (Poor Man’s) “Shepards” III. DISCOVER THE INVISIBLE WEB (45 minutes – Andrew J. Reitz) A. What is the Invisible Web? B. How Does it Differ From the Visible Web? C. Learn to Find “Invisible Documents” D. Where do Old Web Pages Go? Learn to Locate Them IV. GOVERNMENT INTERNET RESOURCES: FEDERAL, STATE AND LOCAL (40 minutes – Brian D. Wright) A. Statutes, Bills and Legislative History B. Regulations and Agencies C. Find Court Opinions, Forms, Rules and Dockets Afternoon V. INVESTIGATIVE RESEARCH: PUBLIC RECORDS AND “PUBLICLY AVAILABLE” INFORMATION (60 minutes – Brian D. Wright) A. Accessing Public Records B. Professional Licenses C. Criminal Records D. Vital Statistics: Birth, Death, Marriage and Divorce Records E. Real and Personal Property Records VI. FINDING “PRACTICE” TOOLS (30 minutes – Andrew J. Reitz) A. Sample Briefs, Motions, Complaints and Settlements B. Sample Forms and Contracts C. Uncover Jury Verdicts VII. LOCATING PERSONS AND FINDING BACKGROUND INFORMATION (50 minutes – Marc D. Amos) A. Phone Numbers and Addresses of Missing People B. Social Security Numbers C. Bankruptcies D. Neighbors, Relatives and Associates E. Mailing List Postings, Blogs, Etc. F. Attorneys, Judges and Experts VIII. LOCATING COMPANIES FOR DUE DILIGENCE AND BACKGROUND INFORMATION (40 minutes – Marc D. Amos) A. Company Web Sites B. Directories for Private, Public and Foreign Companies C. Stock Quotes – Current and Historical D. SEC Filings E. State Corporate Records/Registered Agents and Fictitious Business Names F. News and Information About Companies, Products and Executives G. Information From Government Agencies Regulating Companies Who Should Attend This seminar is designed to provide practical skills necessary for finding key information on the internet for Attorneys | |
Formats Available: Streaming, Live Webcast | Original Course Date: 08-05-2009 |
| Approved Credit: NALA: 6 hours Total General Hours NFPA: 6 hours Total General Hours NM Bar: 6 hours Total General Hours NCPA: 6 hours Total General Hours FLRPA: 6 hours Total General Hours OHPA: 6 hours Total General Hours | |

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Agenda: Morning I. HOW TO SEARCH LIKE A PRO (50 minutes – Brian D. Wright) A. What’s the Difference Between a Search Engine and a Directory? B. How Do Search Engines Really Work? C. Learn Boolean Logic to Create the Best Search Strategies for Finding Relevant Documents D. Which Search Engines Are the Best? E. A Close Look at Google and Search Engines That “Think” F. Learn Browser Tricks – The Power of the “Find” Function to Scan Web Pages Quickly G. Managing Bookmarks H. Effectively Using RSS Feeds, Blogs and Podcasts II. FINDING FREE LEGAL RESEARCH SITES AND FREE CASE LAW (45 minutes – Andrew J. Reitz) A. Finding the Shortcuts to Legal Research: Free Legal Portals and Meta-Sites B. Finding and Using Free, Full-Text Case Law Sites C. Learn About the Free (Poor Man’s) “Shepards” III. DISCOVER THE INVISIBLE WEB (45 minutes – Andrew J. Reitz) A. What is the Invisible Web? B. How Does it Differ From the Visible Web? C. Learn to Find “Invisible Documents” D. Where do Old Web Pages Go? Learn to Locate Them IV. GOVERNMENT INTERNET RESOURCES: FEDERAL, STATE AND LOCAL (40 minutes – Brian D. Wright) A. Statutes, Bills and Legislative History B. Regulations and Agencies C. Find Court Opinions, Forms, Rules and Dockets
Who Should Attend This seminar is designed to provide practical skills necessary for finding key information on the internet for Attorneys | |
Formats Available: Streaming, Live Webcast | Original Course Date: 08-05-2009 |
| Approved Credit: NALA: 3 hours Total General Hours NFPA: 3 hours Total General Hours NM Bar: 3 hours Total General Hours NCPA: 3 hours Total General Hours FLRPA: 3 hours Total General Hours OHPA: 3 hours Total General Hours | |

| Agenda: Product Description Statistics say that six out of ten drivers on the road carry inadequate or no insurance. As a paralegal, you know that the chances of recovery become even more difficult when no insurance companies are involved. Dissect the complex issues involved in these cases to enhance your chance of success. | |
Formats Available: Streaming, Live Webcast | Original Course Date: 08-11-2009 |
| Approved Credit: | |

| Set yourself apart in this increasingly competitive market - Take an individual audio webcast, or the entire webcast series, to gain the best strategies for handling specific responsibilities. Enroll in whole series for the discounted rate of $319, a savings over taking each program individually. To receive your discount, call our online learning customer service department at 1-866-702-3278. To view or purchase other parts to this series click on the links below: Law Office Management: The Paralegal's Guide to Managing People Inside and Outside the Firm - August 19, 2009 Law Office Management: Financial Management for the Paralegal - September 16, 2009 Law Office Management: Exploring Legal Administration and Technology for Paralegals - October 21, 2009 Law Office Management: Avoiding Ethical Dilemmas for Paralegals - November 11, 2009 Agenda: · Law Office Management Principles · Roles and Responsibilities Within Your Organizational Structure · Management of Day-to-Day Operations o Setting and Balancing Priorities o Allocation of Resources o How to Utilize Delegation Properly o Time Management Strategies · Operational Systems Setup and Management o Case Management Systems o Calendaring and Docket Control Systems o Records Management and Retention o Security, Encryption and Disaster Recovery
Taking on administrative tasks in addition to your regular paralegal duties requires a delicate balance. Discover how to create operational systems and management techniques that will navigate these logistical challenges. | |
Formats Available: Streaming, Live Webcast | Original Course Date: 07-22-2009 |
| Approved Credit: NALA: 1 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |

| Set yourself apart in this increasingly competitive market - Take an individual audio webcast, or the entire webcast series, to gain the best strategies for
handling specific responsibilities. Enroll in whole series for the discounted rate of $319, a savings over taking each program individually. To receive your discount, call our online learning customer service department at 1-866-702-3278. To view or purchase other parts to this series click on the links below: Law Office Management: The Paralegal's Guide to General Law Office Administration - July 22, 2009 Law Office Management: Financial Management for the Paralegal - September 16, 2009 Law Office Management: Exploring Legal Administration and Technology for Paralegals - October 21, 2009 Law Office Management: Avoiding Ethical Dilemmas for Paralegals - November 11, 2009 Agenda: Product Description: While paper and documents present their own organizational challenges, they do not involve the personality issues involved in managing people. Discover practical strategies you can use to facilitate a professional, productive office environment while building strong client relations. | |
Formats Available: Streaming, Live Webcast | Original Course Date: 08-19-2009 |
| Approved Credit: | |
Legal Writing and Research Mini-Series: Brief Writing, Legal Research & Internet Research (Afternoon) ![]() |
$199 | MORE INFO![]() |

| Legal research and writing is the foundation upon which solid cases are built. Key skills such as analysis of the situation, effective research techniques and sound legal reasoning will make you an invaluable team member. Our experienced faculty will provide you with tips and techniques that will help you to deliver accurate facts and solid conclusions. Establish a solid foundation for: Who Should Attend: This intermediate level program provide paralegals, legal assistants and other legal staff with key concepts on which to build a foundation for brief writing, legal and internet research. | |
Formats Available: Streaming, Live Webcast | Original Course Date: 08-17-2009 |
| Approved Credit: | |
Legal Writing and Research Mini-Series: Brief Writing, Legal Research & Internet Research(Morning) ![]() |
$199 | MORE INFO![]() |

| Legal research and writing is the foundation upon which solid cases are built. Key skills such as analysis of the situation, effective research techniques and sound legal reasoning will make you an invaluable team member. Our experienced faculty will provide you with tips and techniques that will help you to deliver accurate facts and solid conclusions. Establish a solid foundation for: Who Should Attend: This intermediate level program provide paralegals, legal assistants and other legal staff with key concepts on which to build a foundation for brief writing, legal and internet research. | |
Formats Available: Streaming, Live Webcast | Original Course Date: 08-17-2009 |
| Approved Credit: | |

| Often the key to proving your case lies buried in a stack of medical records. Do you have the knowledge and skills you need to obtain pertinent records and search through them to uncover the "golden nugget" that is relevant to your case? Our experienced faculty will provide you with key information and techniques that have worked successfully for them. Receive practical information on: Who Should Attend: This basic-intermediate level program will provide paralegals, legal assistants and other legal staff with practical guidance on obtaining and using medical records successfully during the litigation process. | |
Formats Available: Streaming, Live Webcast | Original Course Date: 07-27-2009 |
| Approved Credit: NALA: 3 hours Total General Hours NM Bar: 3 hours Total General Hours NCPA: 3 hours Total General Hours FLRPA: 3 hours Total General Hours OHPA: 3 hours Total General Hours | |
The Paralegal's Role in the Criminal Defense Trial ![]() |
$60 | MORE INFO![]() |

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Formats Available: Streaming | Original Course Date: 06-18-2008 On-Demand Release Date: Available Now |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 0.75 hours Total General Hours NCPA: 0.75 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |

AGENDA
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Formats Available: Streaming Runtime: 60 minutes | Original Course Date: 08-05-2008 On-Demand Release Date: Available Now |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 1 hours Total General Hours NCPA: 1 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |
Discovery for Paralegals: Powerful Tools and Techniques ![]() |
$75 | MORE INFO![]() |

| Agenda: · What to Do When Putting Together a Complaint · Formal Discovery – What is Its True Purpose? o Initial Disclosures o Request for Admissions o Request for Production of Documents o Interrogatories and Answers · Motions and Notices · Using Informal Discovery and Public Sources of Information
Description: Keeping command of the myriad of documents, people and communications involved in legal cases is a challenging undertaking. Learn how to develop seemingly effortless information retrieval systems that will help you find what you need, when you need it.
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Formats Available: Streaming | Original Course Date: 02-17-2009 On-Demand Release Date: Available Now |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 1 hours Total General Hours NM Bar: 1 hours Total General Hours NCPA: 1 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |
Discovery Mini-Series: Collecting and Preserving Electronically Stored Information (ESI) & Discovery Basics From A to Z(Afternoon) ![]() |
$199 | MORE INFO![]() |

| Few tools are more powerful to litigators than discovery and in today's digital universe, evidence resides in an increasing larger number of sources. Our experienced faculty has been in your position and will provide you with valuable advice on working through the discovery process. Gain straightforward instruction on how to request, collect, produce and analyze evidence as well as preserve its admissibility and avoid sanctions. Receive practical information on: Who Should Attend: This basic-to-intermediate level program will provide paralegals, legal assistants and other legal staff with rules and strategies for electronic discovery as well as practical discovery tips and techniques. | |
Formats Available: Streaming, Live Webcast | Original Course Date: 08-03-2009 |
| Approved Credit: | |
Discovery Mini-Series: Collecting and Preserving Electronically Stored Information (ESI) & Discovery Basics From A to Z(Morning) ![]() |
$199 | MORE INFO![]() |

| Few tools are more powerful to litigators than discovery and in today's digital universe, evidence resides in an increasing larger number of sources. Our experienced faculty has been in your position and will provide you with valuable advice on working through the discovery process. Gain straightforward instruction on how to request, collect, produce and analyze evidence as well as preserve its admissibility and avoid sanctions. Receive practical information on: Who Should Attend: This basic-to-intermediate level program will provide paralegals, legal assistants and other legal staff with rules and strategies for electronic discovery as well as practical discovery tips and techniques. | |
Formats Available: Streaming, Live Webcast | Original Course Date: 08-03-2009 |
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Discovery Problem Solving for Paralegals ![]() |
$75 | MORE INFO![]() |

| Circumventing Snags in the Process | |
| Agenda: | |
Formats Available: Streaming, Live Webcast | Original Course Date: 06-03-2009 On-Demand Release Date: Available Now |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 1 hours Total General Hours NM Bar: 1 hours Total General Hours NCPA: 1 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |

| Agenda: | |
Formats Available: Streaming | Original Course Date: 03-04-2009 On-Demand Release Date: Available Now |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 0.75 hours Total General Hours NM Bar: 1 hours Total General Hours NCPA: 0.75 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |
E-Discovery for Paralegals: Effectively Preserving Evidence (Part 1 of 5 of the E-Discovery Series) ![]() |
$75 | MORE INFO![]() |

| Set yourself apart in this increasingly competitive market - Take an individual audio webcast, or the entire webcast series, to gain the best strategies for handling specific responsibilities. Enroll in whole series for the discounted rate of $319, a savings over taking each program individually. To receive your discount, call our online learning customer service department at 1-866-702-3278. To view or purchase other parts to this series click on the links below: E-Discovery for Paralegals: Understanding Terminology and Effective Use - July 7, 2009 E-Discovery for Paralegals: Where Can You Find Computer Related Evidence? - July 8, 2009 E-Discovery for Paralegals: What Evidence is Obtained Through Computer Forensics? - September 15, 2009 E-Discovery for Paralegals: Efficient Strategies for Disclosure and Discovery - September 16, 2009 Agenda:
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Formats Available: Streaming | Original Course Date: 04-29-2009 On-Demand Release Date: Available Now |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 1 hours Total General Hours NM Bar: 1 hours Total General Hours NCPA: 1 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |

AGENDA
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Formats Available: Streaming | Original Course Date: 10-29-2008 On-Demand Release Date: Available Now |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 0.75 hours Total General Hours NCPA: 0.75 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |

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Formats Available: Streaming | Original Course Date: 11-25-2008 On-Demand Release Date: Available Now |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 1 hours Total General Hours NCPA: 1 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |

AGENDA
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Formats Available: Streaming Runtime: 60 minutes | Original Course Date: 05-28-2008 On-Demand Release Date: Available Now |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 1 hours Total General Hours NCPA: 1 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |

AGENDA
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Formats Available: Streaming | Original Course Date: 11-03-2008 On-Demand Release Date: Available Now |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 0.75 hours Total General Hours NCPA: 0.75 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |
Managing the Discovery Process: A Paralegal's Guide ![]() |
$60 | MORE INFO![]() |

AGENDA
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Formats Available: Streaming Runtime: 49 minutes | Original Course Date: 09-09-2008 On-Demand Release Date: Available Now |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 0.75 hours Total General Hours NCPA: 0.75 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours | |
NBI - Effective Investigation and Discovery in Auto Injury Cases - (Paralegal MCLE available) ![]() |
$90 | MORE INFO![]() |

| Agenda: Address Important Initial Considerations How to Expertly Screen an Auto Accident Case Weed Out Weak Cases in the Initial Interview and Assessment Concrete Tips for Evaluating Pain and Suffering Determining Damages: The #1 Thing You Need to Know About Initial Petition and Filing: Clear Answers to Your Questions Conducting Dynamic Discovery and Case Investigation Get Documentation From Medical and Law Enforcement Agencies Faster Obtain Complete Witness Statements the Easy Way Get More Mileage Out of the Internet A Quick Explanation of Product Liability Issues Realistic Advice on Insurance Verification Understand the True Scope of Discovery Streamline Informal Discovery by Accessing Public Sources of Information Expand Your Formal Discovery Methods New Twists in the Review of Sample Discovery Requests Frequently Encountered Problems With the Preservation of Evidence Break Free From Vehicle Inspection Errors | |
Formats Available: Streaming | Original Course Date: 10-24-2008 On-Demand Release Date: Available Now |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 1.5 hours Total General Hours NM Bar: 1.25 hours Total General Hours NCPA: 1.25 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours CAP: 1.25 hours Total General Hours | |
NBI - Maximizing Deposition Preparation and Witness Trial Testimony - (Paralegal MCLE available) ![]() |
$90 | MORE INFO![]() |

| Agenda: | |
Formats Available: Streaming | Original Course Date: 05-08-2008 On-Demand Release Date: Available Now |
| Approved Credit: NALA: 1.5 hours Total General Hours NFPA: 1 hours Total General Hours NM Bar: 1 hours Total General Hours NCPA: 1 hours Total General Hours FLRPA: 1.5 hours Total General Hours OHPA: 1.5 hours Total General Hours CAP: 1 hours Total General Hours | |
NBI - Successful Written Discovery Strategies: Beyond the Basics - (Paralegal MCLE available) ![]() |
$90 | MORE INFO![]() |

| Agenda: Interrogatories Requests for Production Requests for Admissions Protective Orders | |
Formats Available: Streaming | Original Course Date: 08-26-2008 On-Demand Release Date: Available Now |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 1.25 hours Total General Hours NM Bar: 1 hours Total General Hours NCPA: 1 hours Total General Hours FLRPA: 1 hours Total General Hours OHPA: 1 hours Total General Hours CAP: 1 hours Total General Hours | |
Organizing Discovery Documents for Paralegals ![]() |
$75 | MORE INFO![]() |

AGENDA
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Formats Available: Streaming Runtime: 56 minutes | Original Course Date: 05-22-2008 On-Demand Release Date: Available Now |
| Approved Credit: NALA: 1 hours Total General Hours NFPA: 1 hours Total General Hours NCPA: 1 hours Total General Hours FLRPA: 1 hours Total General H | |


