Institute for Paralegal Education
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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.

IPE’s Live Audio Webcasts:
  • Real-time, interactive programs
  • Presented by seasoned professionals from throughout the country
  • Your computer is the only equipment required
IPE’s Archived Webcasts:
  • Available 24/7 for 30 days after purchase date
  • Built-in flexibility – Stop and start courses as needed and pick up where you left off later
  • Features previously recorded live audio webcasts and live seminar segments
(Click Here for IPE Online Learning Support)
Upcoming Live Webcasts
(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:
  • What is Electronic Discovery?
  • Why E-Discovery Can Be Valuable in Litigation
  • How Does Electronic Discovery Differ From Traditional Methods of Discovery?
  • Key Terminology You Should Know
  • Distinguishing Between Electronic Litigation Support (E-Production) and E-Discovery
  • Advantages and Disadvantages to Electronic Discovery
  • Who Pays for E-Discovery?
  • Negotiating Parameters of E-Discovery With the Other Side
  • When is it Time to Call in the Experts?
  • Application of Federal Rules to Electronic Discovery (Including E-Discovery Amendments
    • 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:
  • Individual PCs and Laptops (Work and Home)
  • Mining File Servers and E-Mail Servers
  • Company Firewall, Router, Phone System and Security System Logs
  • What You Can Use From PDAs and Mobile Phones
  • Locating Good Evidence on Backup Tapes and Removable Media (Jump Drives, Etc.)
    • 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:

  • Creating a system for effective drafting of the initial pleadings.

  • Managing issues of privilege to avoid ethical problems.

  • Developing information retrieval systems that will help you find what you need, when you need it.


    • 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:

  • Creating a system for effective drafting of the initial pleadings.

  • Managing issues of privilege to avoid ethical problems.

  • Developing information retrieval systems that will help you find what you need, when you need it.


    • 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:
  • Exempt Property and Family Allowance
  • Homestead
  • How to Determine the Elective Share Estate
  • Step-by-Step Procedure
  • How to Satisfy the Elective Share
    • 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:

  • Four Faces of Anger Model
  • Managing and Transforming Anger
  • Key Tools and Techniques for Professionally Disarming a Critical Aggressor
  • Six Keys for Reaching Consensus


    • 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

     


     

    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

  • Bankruptcy Basics for Real Estate

  • Required Documents to Obtain Title Insurance in Bankruptcy Transfers

  • Selling or Mortgaging Property of the Estate

  • Automatic Stay and Relief From Automatic Stay

  • Practical Tips and Applications for the Real Estate Practitioner


    • Non-Judicial Foreclosure Procedure

  • Necessary Documents to Proceed With Foreclosure

  • Appointment of Successor Trustee

  • Notice of Default/Notice of Acceleration

  • Title Examination/Title Issues

  • Non-Judicial Process

  • Bidding Strategies

  • At the Sale

  • Funds at Sale- Distribution, Surplus Deficiency

  • Right of Redemption

  • How to Cure a Defective Sale

  • Sample Generic Procedure Checklist Overview - Steps to Avoid Liability Exposure
    • 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

  • Bankruptcy Basics for Real Estate

  • Required Documents to Obtain Title Insurance in Bankruptcy Transfers

  • Selling or Mortgaging Property of the Estate

  • Automatic Stay and Relief From Automatic Stay

  • Practical Tips and Applications for the Real Estate Practitioner


    • Non-Judicial Foreclosure Procedure

  • Necessary Documents to Proceed With Foreclosure

  • Appointment of Successor Trustee

  • Notice of Default/Notice of Acceleration

  • Title Examination/Title Issues

  • Non-Judicial Process

  • Bidding Strategies

  • At the Sale

  • Funds at Sale- Distribution, Surplus Deficiency

  • Right of Redemption

  • How to Cure a Defective Sale

  • Sample Generic Procedure Checklist Overview - Steps to Avoid Liability Exposure
    • 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  
    (07-21-09) Ethical Issues You Need to Know: Examining Paralegal Competence   $75.00 MORE INFO
    Agenda:

  • Client Communication
  • Duties Beyond Your Capability
  • Adequate Training


    • 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


    Product Description:

     

    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:

  • How to obtain medical records from a variety of sources
  • Understanding how to read and decipher medical charts.
  • Staying in compliance of HIPAA privacy regulations.
  • Identifying key sources of medical records.
  • Where to dig to find additional patient information.
  • Avoiding costly errors when subpoenaing medical records.


    • 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:

  • How to obtain medical records from a variety of sources
  • Understanding how to read and decipher medical charts.
  • Staying in compliance of HIPAA privacy regulations.
  • Identifying key sources of medical records.
  • Where to dig to find additional patient information.
  • Avoiding costly errors when subpoenaing medical records.


    • 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
  • Comparison and Evaluation of Automated Litigation Support Systems
  • Smaller Cases: Concordance or Summation
  • Larger Cases: Relativity, Caselogistix, Ringtail, Kroll, Documatrix, etc.
  • Scanning Documents Into Readable, Searchable and Printable Formats
  • Hyperlinking Documents to Other References
  • From Within Word
  • From Within Excel
  • Tips for Vendor Selection and Negotiation
  • Use RFP to Establish Preferred Vendor List
  • Have 3-5 Vendors Bid
  • Evaluating and Updating Your System as Technology Evolves
    • 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:

  • Obtaining tips for identifying, preserving and collecting ESI.

  • Utilizing lessons learned from the recent court cases to save you time, money and effort

  • Identifying practical tools for producing electronic data in various formats.
  • Clarifying from the start exactly what is discoverable.

  • Discovery "tricks of the trade" of litigation masters that can be applied to your next case.

  • Using discovery as the ultimate settlement tool.


    • 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:

  • Obtaining tips for identifying, preserving and collecting ESI.

  • Utilizing lessons learned from the recent court cases to save you time, money and effort

  • Identifying practical tools for producing electronic data in various formats.
  • Clarifying from the start exactly what is discoverable.

  • Discovery "tricks of the trade" of litigation masters that can be applied to your next case.

  • Using discovery as the ultimate settlement tool.


    • 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
    (08-04-09) Ethical Questions For Paralegals: The Practical Do's and Don'ts  $75.00 MORE INFO
    AGENDA

  • Avoid Situations That May Expose You to UPL.

  • Requirements for Attorney Supervision.

  • Evaluating Conflicts of Interest.

  • Managing Issues of Privilege.
    • 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
  • Paralegals
  • Legal assistants
  • Legal support staff
  • Law librarians
  • Other professionals conducting legal research
    • 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
     

    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
  • Paralegals
  • Legal assistants
  • Legal support staff
  • Law librarians
  • Other professionals conducting legal research
    • 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  
    (08-05-09) How to Successfully Transition to Law School: A Paralegal's Guide   $75.00 MORE INFO
    Agenda:

  • Pre-Preparation for Your First Year Balancing Life and Law School
  • Pragmatic Methods for Preventing Law School From Consuming Your Relationships
  • Using Your Legal Knowledge to Your Advantage
  • Creating Quality Study Time
  • Law School: Rumors vs. the Truth
  • Avoiding the "First Year Traps"
  • Standing Out From the Crowd
  • Practical Writing Techniques


    • 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
     

    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
  • Paralegals
  • Legal assistants
  • Legal support staff
  • Law librarians
  • Other professionals conducting legal research
    • 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  
    (08-10-09) Probate and Estate Planning Mini-Series: Estate Administration: Closing the Estate and Filing the Tax Return & Advanced Elder Care Planning Strategies(Morning)  $199.00 MORE INFO
    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.

  • Filing state and federal estate tax returns.

  • Handling the most common problems in distributions to minors and trusts.

  • Accurately valuing all the decedent's assets in an expedited manner.

  • Age and health as deciding factors regarding long-term care insurance.

  • Interpreting current Medicare rules.

  • Coordinating various asset transfers while still qualifying them for Medicaid.


    • 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
    (08-10-09) Probate and Estate Planning Mini-Series: Estate Administration: Closing the Estate and Filing the Tax Return & Advanced Elder Care Planning Strategies(Afternoon)  $199.00 MORE INFO
    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.

  • Filing state and federal estate tax returns.

  • Handling the most common problems in distributions to minors and trusts.

  • Accurately valuing all the decedent's assets in an expedited manner.

  • Age and health as deciding factors regarding long-term care insurance.

  • Interpreting current Medicare rules.

  • Coordinating various asset transfers while still qualifying them for Medicaid.


    • 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
    (08-11-09) Issues in Uninsured and Underinsured Motorist Cases for Paralegals  $75.00 MORE INFO
    Agenda:

  • Determine the Nature and Extent of UM and UIM Coverages
  • How to Proceed With Injury Claims Due to Vehicle Operation, Maintenance or Use
  • Questions Related to Offsets and Reimbursements
  • Handling Claims With Multiple Tortfeasors
  • Subrogation Issues
  • Write Demand Letters That Get Results


    • 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

  • What Exactly is Family Fraud and How Does It Manifest Itself

  • Understanding the Trust Violator: Who are They?

  • Distinction Between Hidden and Missing Assets

  • Possible Ways That Fraud Can Occur Undetected

  • Search for Family Fraud

  • Fraud Prevention Tips and Techniques
    • 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:

  • Creating a clear summary of the argument.

  • Obtaining tips for better brief writing.

  • Honing in on the specific issue in order to utilize the correct search terms.

  • Identifying and analyzing information that supports the case theory..

  • Properly citing sources to reinforce the validity of the case argument..

  • Utilizing a company’s own website to conduct due diligence..

  • Examining publicly available inside information provided by subject matter experts..


    • 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:

  • Creating a clear summary of the argument.

  • Obtaining tips for better brief writing.

  • Honing in on the specific issue in order to utilize the correct search terms.

  • Identifying and analyzing information that supports the case theory..

  • Properly citing sources to reinforce the validity of the case argument..

  • Utilizing a company’s own website to conduct due diligence..

  • Examining publicly available inside information provided by subject matter experts..


    • 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
    (08-18-09) Implementing Structured Case Management Procedures for Paralegals  $75.00 MORE INFO
    AGENDA

  • Designation of Case Management Team and Assignments

  • Responsibilities of the Paralegal Case Manager

  • Time/Case Load Management

  • Managing Issues of Privilege as Identified by the Supervising Attorney
    • 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:

  • Facilitating a Professional, Productive Office Environment
  • Personnel Policies: What Works and What Doesn't
  • How to Effectively Supervise and Counsel Support Staff
  • Conflict Management and Dispute Mediation
  • Office Communication Issues
  • Client Relations
  • Marketing the Firm - What is Your Role?


    • 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
    (08-24-09) Ethics Mini-Series: Fostering Integrity: Ensuring Corporate Legal Ethics & Legal Ethics in the Digital Age & Fulfilling the Professional Duty to Safeguard Client Information( Morning)  $199.00 MORE INFO
    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:

  • Uncovering what recent corporate scandals have taught us.
  • Bypassing conflicts of interest when handling corporate "clients."
  • Drawing up an action plan for handling government audits or investigations.
  • How the “old rules” apply to today's technology.
  • Discovering the ethical traps in the use of email and how the courts have responded.
  • Finding out what you must do during instances of inadvertent confidential ESI exposure.
  • Knowing what can and cannot be done with the information gained from overheard or intercepted communications
  • Learning what attorney-client communication privileges remain in effect after the death of the lawyer or client.
  • Understanding what sanctions can be imposed for violations of confidentiality.


    • 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
    (08-24-09) Ethics Mini-Series: Fostering Integrity: Ensuring Corporate Legal Ethics & Legal Ethics in the Digital Age & Fulfilling the Professional Duty to Safeguard Client Information(Afternoon)  $199.00 MORE INFO
    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:

  • Uncovering what recent corporate scandals have taught us.
  • Bypassing conflicts of interest when handling corporate "clients."
  • Drawing up an action plan for handling government audits or investigations.
  • How the “old rules” apply to today's technology.
  • Discovering the ethical traps in the use of email and how the courts have responded.
  • Finding out what you must do during instances of inadvertent confidential ESI exposure.
  • Knowing what can and cannot be done with the information gained from overheard or intercepted communications
  • Learning what attorney-client communication privileges remain in effect after the death of the lawyer or client.
  • Understanding what sanctions can be imposed for violations of confidentiality.


    • 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
    (08-25-09) Medical and Other Records for Paralegals: How to Get the Most From Them  $75.00 MORE INFO
    Agenda:

  • Records: General Use Versus Damage-Specific Use
  • How Records Fall Into the Big Picture
  • What Damage Experts Look for in Records
  • Efficiency in the Process


    • 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
    (08-25-09) Recognizing and Curing Common Title Defects: A Paralegal's Guide  $75.00 MORE INFO
    Agenda:

  • Common Title Defects
  • Tools For Resolving Title Problems


    • 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:

  • The Benefits of Risk Taking
  • The Risk Taking Self-Assessment Quiz
  • The Traits of Creative Risk Takers
  • Small and Significant Steps Outside of Your Comfort Zone
  • Four Keys of Creative Risk Taking
  • The Art of Designing Disorder
  • Power of Embracing (Not Hiding) Our Embarrassing Moments


    • 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
    (09-01-09) Legal Research for Paralegals: Selecting Appropriate Authorities  $75.00 MORE INFO
     

    Agenda:

    ·         Primary/Mandatory Authorities

    ·         Secondary/Persuasive Authorities

    ·         Non-Legal Sources for Investigative or Supporting Information



    Product Description:

     Legal research is a key part of many paralegal’s duties. Identify how to make the process less intimidating by uncovering how to utilize appropriate authorities that will help to support the case theory.

    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

  • Medical Record Retrieval (Including HIPAA Review)
  • Special Issues Regarding Electronic Records
  • Ensuring That Your Records are Complete
  • Originals vs. Copies (Pristine, Master, Working and Expert)
  • Medical, Pharmaceutical and Non-Traditional Medical Resources
  • Organization Strategies That Will Ensure Easier Review
  • Interpreting Medical Billing Information
  • Supporting Documents and Reports


    • 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  
    (09-09-09) Handling the Soft Tissue Injury Claim: A Paralegal's Guide  $75.00 MORE INFO

    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


    Product Description:

     

    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
  • Understanding Normal Files and Their "Meta-Data"
  • What You Can Learn From E-Mail, Appointments, Contacts and Journal Entries
  • Database Entries and Financial Transactions: Using Them Correctly
  • Deleted Data, Temporary Files, Hidden Files and Encrypted Files
  • Internet History, Cookies and Instant Messaging Logs
  • If it is Discoverable, Does That Mean It's Admissible?
    • 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

                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: 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.

     

     

     

     

    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
  • Using Interrogatories, Requests for Production and Requests for Inspection
  • The Role of Depositions and Witness Examination
  • Deposing the Opposition's IT Experts
  • Acquiring Electronic "Images" of Data Sources
  • Developing Effective Search Plans
  • Production of Forensic Evidence and Findings
    • 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:

  • Basic Accounting Information You Need to Know
  • Timekeeping and Billing Systems
  • Client Trust Funds
  • Legal Fees, Billing Statements and Collection Procedures
  • Budgeting and Account Management


    • 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.

     

     

     

     

     

     

     

     

    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

     

     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: 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

                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: 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:

    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

                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: 09-24-2009
    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  
    (09-30-09) Keys to Preparing and Drafting Estate Planning Documents for Paralegals  $75.00 MORE INFO
    Agenda:

  • Wills
  • Trusts
  • Powers of Attorney
  • Deeds


    • 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:
  • Basic Hardware Needs of the Law Office
  • Factors to Consider When Evaluating Software and Related Information Management Systems
  • Leveraging Technology for Maximum Productivity


    • 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:
  • Professional Responsibility
  • Avoiding Unauthorized Practice of Law
  • Conflicts of Interest


    • 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
    Previously Recorded Courses Available On-Demand
    Select a content category to see the available courses.
    Ethics (2 Courses)
    Ethics Mini-Series: Fostering Integrity: Ensuring Corporate Legal Ethics & Legal Ethics in the Digital Age & Fulfilling the Professional Duty to Safeguard Client Information( Morning)  $199 MORE INFO
    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:

  • Uncovering what recent corporate scandals have taught us.
  • Bypassing conflicts of interest when handling corporate "clients."
  • Drawing up an action plan for handling government audits or investigations.
  • How the “old rules” apply to today's technology.
  • Discovering the ethical traps in the use of email and how the courts have responded.
  • Finding out what you must do during instances of inadvertent confidential ESI exposure.
  • Knowing what can and cannot be done with the information gained from overheard or intercepted communications
  • Learning what attorney-client communication privileges remain in effect after the death of the lawyer or client.
  • Understanding what sanctions can be imposed for violations of confidentiality.


    • 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:
    Ethics Mini-Series: Fostering Integrity: Ensuring Corporate Legal Ethics & Legal Ethics in the Digital Age & Fulfilling the Professional Duty to Safeguard Client Information(Afternoon)  $199 MORE INFO
    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:

  • Uncovering what recent corporate scandals have taught us.
  • Bypassing conflicts of interest when handling corporate "clients."
  • Drawing up an action plan for handling government audits or investigations.
  • How the “old rules” apply to today's technology.
  • Discovering the ethical traps in the use of email and how the courts have responded.
  • Finding out what you must do during instances of inadvertent confidential ESI exposure.
  • Knowing what can and cannot be done with the information gained from overheard or intercepted communications
  • Learning what attorney-client communication privileges remain in effect after the death of the lawyer or client.
  • Understanding what sanctions can be imposed for violations of confidentiality.


    • 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 (2 Courses)
    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

  • Bankruptcy Basics for Real Estate

  • Required Documents to Obtain Title Insurance in Bankruptcy Transfers

  • Selling or Mortgaging Property of the Estate

  • Automatic Stay and Relief From Automatic Stay

  • Practical Tips and Applications for the Real Estate Practitioner


    • Non-Judicial Foreclosure Procedure

  • Necessary Documents to Proceed With Foreclosure

  • Appointment of Successor Trustee

  • Notice of Default/Notice of Acceleration

  • Title Examination/Title Issues

  • Non-Judicial Process

  • Bidding Strategies

  • At the Sale

  • Funds at Sale- Distribution, Surplus Deficiency

  • Right of Redemption

  • How to Cure a Defective Sale

  • Sample Generic Procedure Checklist Overview - Steps to Avoid Liability Exposure
    • 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

  • Bankruptcy Basics for Real Estate

  • Required Documents to Obtain Title Insurance in Bankruptcy Transfers

  • Selling or Mortgaging Property of the Estate

  • Automatic Stay and Relief From Automatic Stay

  • Practical Tips and Applications for the Real Estate Practitioner


    • Non-Judicial Foreclosure Procedure

  • Necessary Documents to Proceed With Foreclosure

  • Appointment of Successor Trustee

  • Notice of Default/Notice of Acceleration

  • Title Examination/Title Issues

  • Non-Judicial Process

  • Bidding Strategies

  • At the Sale

  • Funds at Sale- Distribution, Surplus Deficiency

  • Right of Redemption

  • How to Cure a Defective Sale

  • Sample Generic Procedure Checklist Overview - Steps to Avoid Liability Exposure
    • 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  
    Miscellaneous CLE (11 Courses)
    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:

  • Creating a system for effective drafting of the initial pleadings.

  • Managing issues of privilege to avoid ethical problems.

  • Developing information retrieval systems that will help you find what you need, when you need it.


    • 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:

  • Creating a system for effective drafting of the initial pleadings.

  • Managing issues of privilege to avoid ethical problems.

  • Developing information retrieval systems that will help you find what you need, when you need it.


    • 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
     

    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
  • Paralegals
  • Legal assistants
  • Legal support staff
  • Law librarians
  • Other professionals conducting legal research
    • 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
  • Paralegals
  • Legal assistants
  • Legal support staff
  • Law librarians
  • Other professionals conducting legal research
    • 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  
    Find it Free and Fast on the Net: Strategies for Legal Research on the Web – Morning  $199 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

     

        




    Who Should Attend
    This seminar is designed to provide practical skills necessary for finding key information on the internet for

    Attorneys
  • Paralegals
  • Legal assistants
  • Legal support staff
  • Law librarians
  • Other professionals conducting legal research
    • 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  
    Issues in Uninsured and Underinsured Motorist Cases for Paralegals  $75 MORE INFO
    Agenda:

  • Determine the Nature and Extent of UM and UIM Coverages
  • How to Proceed With Injury Claims Due to Vehicle Operation, Maintenance or Use
  • Questions Related to Offsets and Reimbursements
  • Handling Claims With Multiple Tortfeasors
  • Subrogation Issues
  • Write Demand Letters That Get Results


    • 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:
    Law Office Management: The Paralegal's Guide to General Law Office Administration (Part 1 of 5 of the Law Office Management 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:

    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


    Product Description:

     

    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  
    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 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:

  • Facilitating a Professional, Productive Office Environment
  • Personnel Policies: What Works and What Doesn't
  • How to Effectively Supervise and Counsel Support Staff
  • Conflict Management and Dispute Mediation
  • Office Communication Issues
  • Client Relations
  • Marketing the Firm - What is Your Role?


    • 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:

  • Creating a clear summary of the argument.

  • Obtaining tips for better brief writing.

  • Honing in on the specific issue in order to utilize the correct search terms.

  • Identifying and analyzing information that supports the case theory..

  • Properly citing sources to reinforce the validity of the case argument..

  • Utilizing a company’s own website to conduct due diligence..

  • Examining publicly available inside information provided by subject matter experts..


    • 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:

  • Creating a clear summary of the argument.

  • Obtaining tips for better brief writing.

  • Honing in on the specific issue in order to utilize the correct search terms.

  • Identifying and analyzing information that supports the case theory..

  • Properly citing sources to reinforce the validity of the case argument..

  • Utilizing a company’s own website to conduct due diligence..

  • Examining publicly available inside information provided by subject matter experts..


    • 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:
    Medical Records Mini-Series: Obtaining and Interpreting Medical Records to Prove Your Case & Techniques to Get the Medical Records You Need (Morning)  $199 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:

  • How to obtain medical records from a variety of sources
  • Understanding how to read and decipher medical charts.
  • Staying in compliance of HIPAA privacy regulations.
  • Identifying key sources of medical records.
  • Where to dig to find additional patient information.
  • Avoiding costly errors when subpoenaing medical records.


    • 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  
    Criminal Law (1 Course)
    The Paralegal's Role in the Criminal Defense Trial  $60 MORE INFO
    • Interviewing Witnesses

    • Identifying and Locating Evidence

    • The Scene of the Crime

    • Motions and Pleadings

    • The Trial

    • Handling a Difficult Client
    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  
    Discovery (24 Courses)
    Computer Related Evidence for Paralegals: Where to Find It  $75 MORE INFO
    AGENDA
    • Individual PCs and Laptops (Work and Home)

    • Mining File Servers and E-Mail Servers

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

    • What You Can Use From PDAs and Mobile Phones

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

     

    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:

  • Obtaining tips for identifying, preserving and collecting ESI.

  • Utilizing lessons learned from the recent court cases to save you time, money and effort

  • Identifying practical tools for producing electronic data in various formats.
  • Clarifying from the start exactly what is discoverable.

  • Discovery "tricks of the trade" of litigation masters that can be applied to your next case.

  • Using discovery as the ultimate settlement tool.


    • 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:

  • Obtaining tips for identifying, preserving and collecting ESI.

  • Utilizing lessons learned from the recent court cases to save you time, money and effort

  • Identifying practical tools for producing electronic data in various formats.
  • Clarifying from the start exactly what is discoverable.

  • Discovery "tricks of the trade" of litigation masters that can be applied to your next case.

  • Using discovery as the ultimate settlement tool.


    • 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 Problem Solving for Paralegals  $75 MORE INFO
    Circumventing Snags in the Process
    Agenda:

  • Retention and Spoliation Issues

  • Inadvertent Disclosure of Privileged Material

  • Non-Production and Other Discovery Violations
    • 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  
    Discovery: The Paralegals Early, but Crucial, Work on a Case  $60 MORE INFO
    Agenda:

  • The Complaint

  • Requests for Admission, Requests for Production and Interrogatories

  • Bates Numbering

  • Digesting, Abstracting and Indexing Depositions
    • 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:
  • Avoiding Spoliation of Evidence
  • Preservation of Evidence Letter
  • Preserving the Chain of Custody
  • Your Client's Preservation Responsibilities
    • 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  
    E-Discovery for Paralegals: Litigation Hold and Preservation  $60 MORE INFO
    AGENDA
    • Litigation Hold and Related Duties

    • What is a Litigation Hold?

    • When Does it Come Into Effect?

    • Legal Duties Under Zubulake

    • Preservation

    • Agreement on Scope of Preservation

    • How to Handle in a Timely and Effective Manner

    • What Constitutes Undue Cost and Disruption?
    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  
    E-Discovery Problems for Paralegals: Privilege, Spoliation and Sanctions   $75 MORE INFO

     

    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  
    E-Discovery: How to Effectively Preserve Electronic Evidence for Paralegals  $75 MORE INFO
    AGENDA
    • Locating Evidence: Emails, Electronic Documents, PDAs and Computer Backups

    • Preserving the Chain of Custody

    • Implementing and Enforcing a Litigation Hold or Preservation Letter

    • Avoiding Spoliation of Evidence

    • Questions and Answers
    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  
    Electronic Discovery for Paralegals: Understanding the Process  $75 MORE INFO
    AGENDA
    • What is Electronic Discovery?
    • Why E-Discvoery Can be Valuable in Litigation
    • How Does Electronic Discovery Differ From Traditional Methods of Discovery?
    • Key Terminology You Should Know
    • Distinguishing Between Electronic Litigation Support (E-Production) and E-Discovery Advantages and Disadvantages to Electronic Discovery
    • Who Pays for E-Discovery?
    • Negotiating Parameters of E-Discovery With the Other Side
    • When is it Time to Call in the Experts?
    • Application of Federal Rules to Electronic Discovery (Including E-Discovery Amendments)
    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
    • How to Maximize Informal Discovery and Investigative Efforts

    • Managing Discovery in Complex Litigation

    • Preserving Attorney/Client Work Product Privileges

    • Discovery in Federal Court Proceedings

    • Discovery in Class Actions and Mass Tort Movements
    • Federal Rules of E-Discovery

    • How to Handle Difficult Expert Witness Discovery
    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:

  • To Depose or Not to Depose?

  • When to Take a Deposition and When to Pass

  • Common Mistakes to Avoid When Choosing Experts

  • Factor in the Financial Risks

  • The Game Planning Begins: Defining Your Strategy and Your Case Theme

  • The Importance of Timing

  • Getting the Best Out of Witness Examination

  • Direct Examination Techniques

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

    • Responding to Document Production Requests

    • Document Review and Analysis for Privilege or Relevance

    • Organizing and Tracking Documents From Clients

    • Collecting and Managing Documents From Opposing Parties

    • Special Considerations When Managing Electronic Documents

    • Building Access Efficiency Into the Discovery Management System

    • Conducting Ongoing Analysis to Keep Your System Effective
    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