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Welcome to the Institute for Paralegal Education’s Online Learning Center!

Experience online learning developed exclusively for the paralegal profession.

IPE’s Live Audio Webcasts:
  • Real-time courses with live Q&A
  • Presented by seasoned professionals from throughout the country
  • Computer is only equipment required
IPE’s Archived Webcasts:
  • Features previously recorded presentations available 24/7
  • Stop and start courses as needed - Pick up where you left off later
  • Available for 30 days from date of purchase (or availability)
 
(Click Here for IPE Online Learning Support)
Upcoming Live Webcasts
Event Description:

With all of the challenges happening in our personal and professional lives, it is crucial to remember to keep a good perspective on the situation. Receive practical strategies that you can put into place immediately to reduce your stress and keep you on the path to success.

Agenda/ Content Covered

  • Attitude
  • Surviving Tough Times
  • Toxic People/Situations
  • Stress Management
  • Pursing Our Passions
  • Physical Health


  • Level: Basic-Intermediate
    Formats Available: Streaming, Live Webcast
    Date: 03-05-2010
    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  
    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:


    Starting the Trust and/or Estate Amdinistration Process for Paralegals -December 15, 2009
    Asset Management for Paralegals- January 19, 2010
    Taxes Affecting Trusts and Estates for Paralegals - February 16, 2010

    Event Description:

    Proper accounting and documentation is critical to comply with statutory requirements to protect the fiduciary. Discover when to use formal or informal accountings and how to determine the final schedule of distribution.

    Agenda/ Content Covered

  • Accounting
  • Concluding Documentation
  • Funding the Trust
  • Distribution of Assets to Beneficiaries
  • Recap of Administration Process


  • Level: Accounting, Concluding and Distributing of Trusts and Estates for Paralegals (Part 4 of 4 of the Trust Administration Series)
    Formats Available: Streaming, Live Webcast
    Date: 03-09-2010
    Approved Credit: NALA: 1 hours Total General Hours  NFPA: 1 hours Total General Hours  NM Bar: 1 hours Total General Hours  FLRPA: 1 hours Total General Hours  OHPA: 1 hours Total General Hours  
    Event Description:

    Working with medical records can quickly become overwhelming. Hone the skills you need to quickly identify relevant documents and create a systematic approach to organizing both electronic and hand-written medical records.

    Agenda/ Content Covered
    • Electronic Medical Records
    • Handwritten Medical Records
    • PDF Files and Bookmarks
    • Printed Copies

    Level: Basic to Intermediate
    Formats Available: Streaming, Live Webcast
    Date: 03-11-2010
    On-Demand Release Date: April 8, 2010
    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  
      Event Description:

    The drafting of the incorporation documents must be conducted with the upmost care, as these documents will govern both the daily operations and the overall structure of the company. Examine the concerns that affect these documents and what considerations and strategies should be taken into account when drafting them.

    Agenda/ Content Covered

    • Certificates of Incorporation

    • Creating Bylaws

    Level: Basic to Intermediate

    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:


    Understanding Business Entity Options and Pre-Filing Procedures for Paralegals - February 12, 2010
    Post-Filing Considerations and Corporate Recordkeeping for Paralegals - April 16, 2010
    Formats Available: Streaming, Live Webcast
    Date: 03-12-2010
    On-Demand Release Date: April 9, 2010
    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  
    Event Description:

    Due to the global nature of both business and the legal market, it behooves every paralegal to make themselves aware of the issues related to international e-discovery. Create solid discovery plans that will help your firm to attract new clients and take on cases whose scope extends beyond the United States.
     
    Agenda/ Content Covered
    • Differences in the Discovery Process
    • Key Issues
    • Hague Convention
    • Logistics and Challenges
    • Planning and Executing Discovery

    Level: Intermediate to Advanced
    Formats Available: Streaming, Live Webcast
    Date: 03-15-2010
    On-Demand Release Date: April 12, 2010
    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  CAP: 1 hours Total General Hours  TBLS: 1 hours Total CLE Hours  
    Event Description:
    Understanding how to define a business valuation engagement is critical to gathering the information you need. Gain insight into professional standards, the various types of business valuation engagements and the types of documents needed.

    Agenda/ Content Covered

    • When and How to Hire an Expert Valuator
    • Strategies for a Smooth Valuation Process
    • Documents Necessary for Analysis – Checklist and Overview
    • Recent AICPA Standards Update and Uniform Standards of Professional
      • Appraisal Practice
    Formats Available: Streaming, Live Webcast
    Date: 03-16-2010
    On-Demand Release Date: April 13, 2010
    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  CAP: 1 hours Total General Hours  TBLS: 1 hours Total CLE Hours  
    Event Description:

    Most of us don't get where we want to be in our careers on our own – we utilize our professional networks to meet and enhance our career goals. Discover how to take a common-sense approach to increasing your networking potential and come away with practical tips for making the most of the networking process.

    Agenda/ Content Covered
    • Why Networking is Essential
    • Persons to Include in Your Networking “Circle”
    • Online Networking
    • Ways to Maximize the Value of Your Network
    • Networking Turn-Offs

    Level: Basic to Intermediate
    Formats Available: Streaming, Live Webcast
    Date: 03-17-2010
    On-Demand Release Date: April 14, 2010
    Approved Credit: NALA: 1 hours Total General Hours  NFPA: 1 hours Total General Hours  FLRPA: 1 hours Total General Hours  OHPA: 1 hours Total General Hours  
    Event Description:

    The ultimate goal of legal writing is to create a winning argument that the judge will actually take the time to read. Discover how to draft a concise and direct memorandum of law, utilizing principles that can also be applied to a variety of legal writing assignments.

    Agenda/ Content Covered
    • The Basics of Legal Writing
    • Why Style and Mechanics are Important
    • The Role of Legal Research
    • Writing the Winning Legal Memorandum
    • The Critical Final Step – Editing

    Level: Intermediate
    Formats Available: Streaming, Live Webcast
    Date: 03-18-2010
    On-Demand Release Date: April 15, 2010
    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  CAP: 1 hours Total General Hours  TBLS: 1 hours Total CLE Hours  
    Event Description:
    Have you ever wondered if you are delivering what the bankruptcy trustee needs? Learn from someone who works on the ‘inside' how to prevent errors that may slow down the bankruptcy procedure for your clients.

    Agenda/ Content Covered
    • Petition Schedules   – How to Avoid the Common Mistakes
    • Domestic Support Obligations
      • Trustee Required Documents
      • Information Needed for Those Documents

    • Proof of Claims – How to Avoid Objections to Claims
    Formats Available: Streaming, Live Webcast
    Date: 03-22-2010
    On-Demand Release Date: March 22, 2010
    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  
    Event Description:
    Do you know the red flags that are indicators of real estate fraud? Uncover the various types of real estate fraud and discover how to spot them in title commitments and other transactional documents. Understand what triggers fraud investigations and actions you should take if you suspect fraud.

    Agenda/ Content Covered

    • Real Estate Fraud
      • What is Title Fraud?
      • Potential Fraudulent Information in Title Commitments
      • Understanding Fraud in Flipping
      • Understanding Who is a Target of Potential Fraud
      • Transactional Red Flags to Watch For
      • Low Pricing
      • Last Minute and Delayed Loan Packages

    • How do Investigations Arise?
      • Irregularities
      • Accounting Anomalies Investigators Watch For
      • Improprieties

    • Steps You Should Take if You Suspect Fraud
    Formats Available: Streaming, Live Webcast
    Date: 03-23-2010
    On-Demand Release Date: April 20, 2010
    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  
    Event Description:
    As a paralegal, you know that gathering information beneficial to your case in an efficient and effective manner makes you an invaluable member of the legal team. Discover how you can better assist your attorney in developing a solid case plan through maximizing the discovery review process and preparing instrumental summaries.

    Agenda/ Content Covered
    • Reviewing Discovery Responses
    • Gathering and Summarizing Medical Records and Bills
    • Preparing for Depositions
    • What to Look for in the Accident Report, Scene/Vehicle Photographs and Inspections
    • When is an Expert Necessary?
    Formats Available: Streaming, Live Webcast
    Date: 03-24-2010
    On-Demand Release Date: April 21, 2010
    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  CAP: 1 hours Total General Hours  TBLS: 1 hours Total CLE Hours  
    Event Description:
    Help Attorneys Streamline the Trial Process with Effective Trial Notebooks.

    Managing the vast amount of information needed for trial is a challenging undertaking. Creation of an effective trial notebook can be the key to helping your attorney present the client's case in an organized and understandable fashion. While many of the elements that go into each case are similar, every attorney has his or her own unique way of preparing for a trial. Learn how to tailor the trial notebook to meet your individual attorney's needs while creating a trial tool that will improve team productivity. Our panel of experienced faculty members will help you to take the next step toward maximizing your legal team's effectiveness.

    Learn how the legal team can become most effective by:
    • Working with the attorney to manage relevant court-related documents.
    • Building in flexibility in anticipation of arguments raised by the other side.
    • Organizing relevant legal research that may be needed to support case theory.
    • Managing witness and expert related information that may come into play at any time.
    • Developing additional notebooks that offer further supporting documentation.
    Formats Available: Streaming, Live Webcast
    Date: 03-25-2010
    On-Demand Release Date: April 22, 2010
    Approved Credit: NALA: 6 hours Total General Hours, 1 hours Including Ethics  NFPA: 6 hours Total General Hours, 1 hours Including Ethics  NM Bar: 6 hours Total General Hours, 1 hours Ethics  NCPA: 6 hours Total General Hours, 1 hours Including Ethics  FLRPA: 6 hours Total General Hours, 1 hours Including Ethics  OHPA: 6 hours Total General Hours, 1 hours Including Ethics  
    Event Description:
    Help Attorneys Streamline the Trial Process with Effective Trial Notebooks.

    Managing the vast amount of information needed for trial is a challenging undertaking. Creation of an effective trial notebook can be the key to helping your attorney present the client's case in an organized and understandable fashion. While many of the elements that go into each case are similar, every attorney has his or her own unique way of preparing for a trial. Learn how to tailor the trial notebook to meet your individual attorney's needs while creating a trial tool that will improve team productivity. Our panel of experienced faculty members will help you to take the next step toward maximizing your legal team's effectiveness.

    Learn how the legal team can become most effective by:
    • Working with the attorney to manage relevant court-related documents.
    • Building in flexibility in anticipation of arguments raised by the other side.
    • Organizing relevant legal research that may be needed to support case theory.
    • Managing witness and expert related information that may come into play at any time.
    • Developing additional notebooks that offer further supporting documentation.
    Formats Available: Streaming, Live Webcast
    Date: 03-25-2010
    On-Demand Release Date: April 22, 2010
    Approved Credit: NALA: 3 hours Total General Hours, 1 hours Including Ethics  NFPA: 3 hours Total General Hours, 1 hours Including Ethics  NM Bar: 3 hours Total General Hours, 1 hours Ethics  NCPA: 3 hours Total General Hours, 1 hours Including Ethics  FLRPA: 3 hours Total General Hours, 1 hours Including Ethics  OHPA: 3 hours Total General Hours, 1 hours Including Ethics  
    Event Description:
    Help Attorneys Streamline the Trial Process with Effective Trial Notebooks.

    Managing the vast amount of information needed for trial is a challenging undertaking. Creation of an effective trial notebook can be the key to helping your attorney present the client's case in an organized and understandable fashion. While many of the elements that go into each case are similar, every attorney has his or her own unique way of preparing for a trial. Learn how to tailor the trial notebook to meet your individual attorney's needs while creating a trial tool that will improve team productivity. Our panel of experienced faculty members will help you to take the next step toward maximizing your legal team's effectiveness.

    Learn how the legal team can become most effective by:
    • Working with the attorney to manage relevant court-related documents.
    • Building in flexibility in anticipation of arguments raised by the other side.
    • Organizing relevant legal research that may be needed to support case theory.
    • Managing witness and expert related information that may come into play at any time.
    • Developing additional notebooks that offer further supporting documentation.
    Formats Available: Streaming, Live Webcast
    Date: 03-25-2010
    On-Demand Release Date: April 22, 2010
    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  
    Event Description:
    Good document management procedures can save both time and money. Uncover what is, and isn't, working with your current document management procedures by comparing the advantages and disadvantages of both manual and automated systems.

    Agenda/ Content Covered

    • Scheduling and Calendaring
    • Document Coding and Numbering
    • Indexing and Summarizing Voluminous Documents
    • Preparation and Assembly of Trial Notebooks
    Formats Available: Streaming, Live Webcast
    Date: 03-30-2010
    On-Demand Release Date: April 27, 2010
    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  
    Event Description:
    Paralegals involved in auto injury cases can be exposed to a myriad of ethical issues due to the number of parties involved and the confidential nature of some of the information. Discover how to avoid the slippery slope of UPL and conflicts of interest.

    Agenda/ Content Covered
    • Maintaining Confidentiality: Tips to Keep You on Track
    • Identifying Conflicts of Interest With Multiple Representations
    • Avoiding UPL: Answering Client Questions Without Giving Legal Advice
    Formats Available: Streaming, Live Webcast
    Date: 03-31-2010
    On-Demand Release Date: April 28, 2010
    Approved Credit: NALA: 1 hours Total General Hours, 1 hours Including Ethics  NFPA: 1 hours Total General Hours, 1 hours Including Ethics  NM Bar: 1 hours Ethics  NCPA: 1 hours Total General Hours, 1 hours Including Professional Responsibility  FLRPA: 1 hours Total General Hours, 1 hours Including Ethics  OHPA: 1 hours Total General Hours, 1 hours Including Ethics  
    Do you feel confident that your current procedures improve your ability to monitor and facilitate e-discovery? The E-Discovery Reference Model ( http://edrm.net ) provides you with practical steps that will walk you through the tough waters of e-discovery. Save your firm valuable time and money by learning practical tips to avoid common mistakes when handling electronic files and documents in your case.

    Agenda/ Content Covered

    • History of the E-Discovery Reference Model and Why It's Important
    • What is Involved in the Steps of Dealing with E-Discovery (According to the EDRM)
    • How You Can Assist Your Colleagues in Successfully Navigating the Stormy E-Discovery Sea

    Level: Basic to Intermediate


    Formats Available: Streaming, Live Webcast
    Date: 04-06-2010
    On-Demand Release Date: May 4, 2010
    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  
    Do your paralegal responsibilities include the management of legal resources? With a better understanding of the publishing, pricing and arrangement of legal materials, you will be able to create a workflow to speed the handling of these responsibilities.

    Agenda/ Content Covered
    • Managing Receipt and Payment of Library Materials
    • How to File Loose-leaf Services
    • What to Consider When Buying Print or Online Resources
    • What to Do About Materials No Longer Kept Current
    • How to Arrange/Manage the Materials 

    Level: Intermediate
    Formats Available: Streaming, Live Webcast
    Date: 04-08-2010
    On-Demand Release Date: May 6, 2010
    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  CAP: 1 hours Total General Hours  
    HIPAA was designed to protect your client's medical information, but it also makes obtaining records a time-consuming, tedious challenge. Save your firm valuable time by uncovering useful tips that will help you easily comply with HIPAA guidelines and gather the records you need quickly.  

    Agenda/ Content Covered

    • Overview of Why HIPAA Came About
    • How HIPAA Affects Paralegals
    • Strategies for Obtaining Confidential Information
    • Steps From the Plaintiff and Defense Perspectives

    Level: Basic to Intermediate
    Formats Available: Streaming, Live Webcast
    Date: 04-12-2010
    On-Demand Release Date: May 10, 2010
    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  
    Relevant personal and/or private information is key to the successful family law case, but often it is difficult to obtain that information from the client. Discover tactics that will help you to gain the client's trust, uncover the relevant facts and avoid falling prey to ethical pitfalls in the process.

    Agenda/ Content Covered
    • Becoming An Effective Go-To Family Law Paralegal
    • The Importance of Gaining the Client's Trust
    • Determining What Information May be Relevant to the Situation

    Level: Basic to Intermediate


    Formats Available: Streaming, Live Webcast
    Date: 04-13-2010
    On-Demand Release Date: May 11, 2010
    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  
    Event Description:

    “Cloud computing “in a nutshell is using the internet to create, house and retrieve documents. The “cloud” eliminates dependence on servers, software and maintenance.  “Cloud computing” is for everyone but you must understand the advantages and disadvantages to use its greatest potential.

    Agenda/ Content Covered
    • What is Cloud Computing?
    • How Can I Implement Cloud Computing in a Law Office?
    • Is Cloud Computing Safe?
    • What Are the Advantages of Cloud Computing?
    • What Are the Disadvantages of Cloud Computing?

    Level: Basic to Intermediate
    Formats Available: Streaming, Live Webcast
    Date: 04-14-2010
    On-Demand Release Date: April 16, 2010
    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  
    The evolution of technological resources provides firms with emerging possibilities for better managing their time and staff members. Discover how to make your firm more efficient so they will be able to more effectively recover costs.

    Agenda/ Content Covered
    • Tracking Employee Work Hours and Billable Hours
    • Case Management Programs
    • VoIP Telephone Systems and E-Faxing
    • Cost Recovery

    Level: Basic-Intermediate
    Formats Available: Streaming, Live Webcast
    Date: 04-15-2010
    On-Demand Release Date: May 13, 2010
    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  
    Event Description:

    In an era of increased corporate scrutiny, generally fueled by scandals, creating a reliable method of corporate recordkeeping and governance will put a company on firmer ground. Uncover ways to properly maintain, and manage, the documentation required of companies that have incorporated.

    Agenda/ Content Covered
    • Shareholder Agreements

    • Post-Filing Duties
      • Federal and State Tax Identification Numbers
      • Public Notice
      • The “Corporate Kit”

    • File Management
      • Shareholder Meetings
      • Agent for Service
      • Recordkeeping and Reports


    Level: Basic to Intermediate
    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:


    Understanding Business Entity Options and Pre-Filing Procedures for Paralegals - February 12, 2010
    Drafting Incorporation Documents for Paralegals - March 12, 2010
    Formats Available: Streaming, Live Webcast
    Date: 04-16-2010
    On-Demand Release Date: May 14, 2010
    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  
    Evidence can be one of the most important items used to substantiate, or disprove, a case during trial. Discover how you can best support the case by properly preparing documents for trial as well as creating effective trial notebooks and exhibit lists.

    Agenda/ Content Covered

    • Preparing Documents for Trial
    • Creating a Trial Notebook
    • Creating an Exhibit List

    Level: Intermediate
    Formats Available: Streaming, Live Webcast
    Date: 04-19-2010
    On-Demand Release Date: April 19, 2010
    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  
    Whether the information you are gathering is paper or electronic, it can easily become overwhelming. Let our experienced faculty help you increase your efficiency and save time and money by giving you tried and true tips for managing discovery documents.

    Agenda/ Content Covered

    • 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

    Level: Intermediate
    Formats Available: Streaming, Live Webcast
    Date: 04-20-2010
    On-Demand Release Date: May 18, 2010
    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  CAP: 1 hours Total General Hours  TBLS: 1 hours Total CLE Hours  
    Event Description:

    Just the way that the legal profession has its own language, medical professionals rely on a standard set of terms and abbreviations to communicate the status of a patient. Uncover the meaning of commonly used words and discover other medical resources that will enhance your medical knowledge.

    Agenda/ Content Covered
    • Medical Terminology: Prefixes, Root Words and Suffixes
    • Overview of Major Body Parts
    • Medical Abbreviations
    • Diagnostic Tests and Procedures
    • Medical Resources: What to Use and Where to Find It

    Level: Basic to Intermediate  
    Formats Available: Streaming, Live Webcast
    Date: 04-21-2010
    On-Demand Release Date: May 19, 2010
    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  
    Ethics can be interesting – if presented in the right way. Our experienced faculty will review hypothetical situations that may occur in your office to help you uncover the meaning behind ethics and proper office demeanor. Come away with fresh ideas on how to create positive relationships with your colleagues and clients.

    Agenda/ Content Covered

    • Professionalism: Walking Through the Steps of Proper Office Demeanor
    • Ethical Issues When Dealing With Your Colleagues and Clients: Accountability, Honesty, and Confidentiality
    • Unauthorized Practice of Law: When You Need to Draw the Line and Let Your Attorney Take Over

    Level: Basic to Intermediate
    Formats Available: Streaming, Live Webcast
    Date: 04-23-2010
    On-Demand Release Date: May 21, 2010
    Approved Credit: NALA: 1 hours Total General Hours, 1 hours Including Ethics  NFPA: 1 hours Total General Hours, 1 hours Including Ethics  NM Bar: 1 hours Ethics  NCPA: 1 hours Total General Hours, 1 hours Including Professional Responsibility  FLRPA: 1 hours Total General Hours, 1 hours Including Ethics  OHPA: 1 hours Total General Hours, 1 hours Including Ethics  WSPA: 1 hours Total CLE Hours  
    Whether your firm utilizes dedicated trial presentation software or word processing programs, you can assist your attorney in creating an effective trial presentation. Discover practical ways you can move from the basics to adding elements such as video recordings and sophisticated trial technologies.

    Agenda/ Content Covered

    • The Novice Presenter/Small Case: Using What You Have
    • Moving Up: Adding Elements to the Presentation
    • At the Top: Dedicated Trial Presentation Software

    Level: Basic-Intermediate
    Formats Available: Streaming, Live Webcast
    Date: 04-27-2010
    On-Demand Release Date: May 25, 2010
    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  
    If you want to get the most out of your internet searches, you need to go beyond using obvious or traditional information avenues, and innovatively tap into little-known sources that the competition may not even think of. Discover how to refine your techniques and pinpoint the most productive search channels so you can access the information you need.

    Agenda/ Content Covered

    • Discover the Invisible Web
      • What is the Invisible Web?
      • How Does it Differ From the Visible Web?
      • Learn to Find "Invisible Documents"
      • Where do Old Web Pages Go? Learn to Locate Them

    • Locating Companies for Due Diligence and Background Information
      • Company Web Sites
      • Directories for Private, Public and Foreign Companies
      • Stock Quotes - Current and Historical
      • SEC Filings
      • State Corporate Records/Registered Agents and Fictitious Business Names
      • News and Information About Companies, Products and Executives
      • Information From Government Agencies Regulating Companies


    Level: Basic
    Formats Available: Streaming, Live Webcast
    Date: 04-28-2010
    On-Demand Release Date: May 26, 2010
    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  
    The trial notebook is one of the most critical trial tools your attorney uses, and understanding
    what documents it should and should not include is imperative. Utilize the practical tips and
    techniques of our experienced faculty to learn what to collect, how to organize it for efficient
    retrieval, as well as how to preserve evidence and key case documents.

    Agenda/ Content Covered
    • Advantages and Disadvantages of a Litigation vs. Chronological Notebook
    • Key Sections and Their Development
    • Cross-Referencing

    Level: Basic
    Formats Available: Streaming, Live Webcast
    Date: 04-29-2010
    On-Demand Release Date: April 29, 2010
    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  MC CLE: 1 hours Total General Hours  
    The powerful and interactive resources of Web 2.0 help paralegals stay up to date on the latest news and technology, research strategies, and marketing and professional opportunities – all while raising the profile of the paralegal profession. Using social media is key to effectively harnessing the power of our enormous virtual village. Discover how to use social media resources efficiently, and build a network of legal and related professionals to not only educate us on the present state of the legal field, but forecast the future as well.

    Agenda/ Content Covered
    • Social Media: The Key to Building a Network and Marketing Yourself and Your Firm
    • Using Interactive Web 2.0 for Latest Legal Technology, News and Practice Tips
    • How Social Media Can Help With Both Career and Case Development
    • Tips for Using Social Media Efficiently - Without It Taking Over Your Life
    • Limitations and Concerns Regarding Social Media 

    Level: Intermediate
    Formats Available: Streaming, Live Webcast
    Date: 05-06-2010
    On-Demand Release Date: June 3, 2010
    Approved Credit: NALA: 1 hours Total General Hours  NFPA: 1 hours Total General Hours  FLRPA: 1 hours Total General Hours  OHPA: 1 hours Total General Hours  WSPA: 1 hours Total CLE Hours  

    Waiting too long to determine the technology tools you'll need at trial can cost you and
    your client dearly, but the range of trial-specific and general use software is often
    overwhelming. Recognize when you should start thinking about your options, determine
    which tools to pick based on both the type of case you have and your budget, and learn
    how to use them for greatest impact.

    Agenda/ Content Covered
    • Determine Technology Tools Are Needed at Trial
    • When to Start Thinking About Technology Tools
    • Appropriate Tools Based on Type of Case and Budget
    • Effective Use of Technology Tools

    Level: Intermediate

    Formats Available: Streaming, Live Webcast
    Date: 05-07-2010
    On-Demand Release Date: June 4, 2010
    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  CAP: 1 hours Total General Hours  TBLS: 1 hours Total CLE Hours  WSPA: 1 hours Total CLE Hours  
    Assembly Bill 5 (AB-5), also known as the “Electronic Discovery Act,” amended the
    California Code of Civil Procedure to address the discovery of ESI, updating an act that
    had not been significantly changed since the mid-1980's. Examine its similarities and
    differences with the Federal Rules of Civil Procedure and discover best practices that can
    be utilized throughout the electronic discovery process.

    Agenda/ Content Covered
    • California AB-5 In-Depth: Similarities and Differences With the Federal Rules of Civil Procedure
    • Electronic Discovery Overview: Where It's Stored and Why It's Important
    • Electronic Discovery Process Best Practices: Increasing Efficiency and
      Decreasing Costs


    Level: Intermediate

      Formats Available: Streaming, Live Webcast
      Date: 05-10-2010
      On-Demand Release Date: June 7, 2010
      Approved Credit: NALA: 1 hours Total General Hours  NFPA: 1 hours Total General Hours  WSPA: 1 hours Total CLE Hours  

      Paralegals know how to do the work in their chosen areas of law. You may, however, be
      less familiar with the process of becoming an entrepreneur - what is involved and what
      you need to be prepared for in addition to doing the actual work of being a
      paralegal. Receive an insider's commentary covering "things I wish I had known when I
      got started" and how to best make the transition.

      Agenda/ Content Covered
      • Making the Decision - Things to Consider
      • Pros and Cons of Self-Employment
      • What You Need to Get Started
      • Targeting Contacts
      • Setting Up Your Office
      • Resources
      • Financial Considerations


      Level: Basic to Intermediate

      Formats Available: Streaming, Live Webcast
      Date: 05-11-2010
      On-Demand Release Date: June 8, 2010
      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  WSPA: 1 hours Total CLE Hours  

      While many paralegals have been conducting their standard discovery processes for a
      long time, it never hurts to rethink ways to streamline your “routine” processes or utilize
      checklists to be more thorough. Discover practical ways to better obtain and organize
      discovery information from an experienced paralegal. Register today!

      Agenda/ Content Covered
      • Understanding the Litigation Process and Where Discovery Fits
      • Informal Discovery: Public Records and Internet Searches
      • Interrogatories: Standard Questions and What Comes Next
      • Requests to Produce and Indices
      • Notices to Non-Parties, Subpoenas and Requests for Copies of Indices
      • Depositions: Deposition Questions and Outlining the Goals of the Deposition

      Level: Intermediate

      Formats Available: Streaming, Live Webcast
      Date: 05-12-2010
      On-Demand Release Date: June 9, 2010
      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  SBPCE: 1 hours Total General Hours  MC CLE: 1 hours Total General Hours  WSPA: 1 hours Total CLE Hours  

      Appealing a judgment can present a challenge to experienced lawyers as well as legal support staff because unless you specialize in appeals, the process is often misunderstood. Demystify the appeals process and understand how your legal team can work to have the most successful outcome.

      Agenda/ Content Covered

      • Trial Motions and Appeals
      • Final Judgment and Interlocutory Appeals
      • Review of Trial Court Error


      Level: Intermediate to Advanced

      Formats Available: Streaming, Live Webcast
      Date: 05-18-2010
      On-Demand Release Date: June 15, 2010
      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  TBLS: 1 hours Total CLE Hours  WSPA: 1 hours Total CLE Hours  
      Event Description:

      Medical summaries and chronologies are essential tools that attorneys use to understand the key elements of the case in a concise and logical manner. Identify the critical information you need to uncover that will be used to support the case theme.

      Agenda/ Content Covered

      • Types of Medical Records
      • Analyzing Medical Records and the SOAP Format
      • Keeping the Central Theme of the Case in Mind While Analyzing
      • Red Flags in Medical Records and Signs of Chart Tampering
      • Drafting Medical Chronologies and Summaries


      Level: Basic to Intermediate

      Formats Available: Streaming, Live Webcast
      Date: 05-19-2010
      On-Demand Release Date: June 16, 2010
      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  

      Paralegals can perform many substantive tasks to evaluate claims and help prepare settlement packages in a variety of civil injury cases. This teleconference will discuss identifying practical guidelines for preparing preliminary case evaluations for review, drafting effective settlement proposals and preparing complete settlement packages that will facilitate insurance carrier review.

      Agenda/ Content Covered 


      • Preparing for Settlement From the Day the Case is Accepted

      • Preparing Preliminary Case Evaluations

      • Obtaining Necessary Documentation to Prove Claims and Damages

      • Drafting Effective Settlement Proposals


      Level: Intermediate to Advanced

      Formats Available: Streaming, Live Webcast
      Date: 05-25-2010
      On-Demand Release Date: June 22, 2010
      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  CAP: 1 hours Total General Hours  TBLS: 1 hours Total CLE Hours  WSPA: 1 hours Total CLE Hours  
      Are you looking for helpful information to assist in the development of powerful,
      articulate legal writing skills? Quality written legal work product can elevate your
      position in the firm because of the valuable impact it has on case work. Discover how
      composing legal documents differs from other forms of writing and review the
      mechanics, style and structure of preparing legal documents.

      Agenda/ Content Covered


      • How Legal Writing Differs From Other Writing
      • Goals of Good Legal Writing
      • Write for Your Audience
      • The Role of the Paralegal
      • Building Blocks of Communication: Words, Phrases, Sentences and Paragraphs
      • Preparing Documents

      Level: Basic to Intermediate
      Formats Available: Streaming, Live Webcast
      Date: 05-26-2010
      On-Demand Release Date: June 23, 2010
      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  SBPCE: 1 hours Total General Hours  WSPA: 1 hours Total CLE Hours  
      As a paralegal, you play a vital role in the management of a variety of corporate
      documents and related records. Are the records and documents you prepare accurate and
      ready for an audit? Come away with critical knowledge regarding your daily job tasks so
      you will better understand why they are increasingly important.

      Agenda/ Content Covered

      • By-Laws: How to Administer and Monitor Changes
      • Effective Ways to Prepare Corporate Minutes
      • Administering Minute Books
      • Keeping Accurate Records of Directors' and Stockholders' Meetings
      • Recording Elections of Officers and Directors
      • Maintaining Real Property Related Records
      • Obtaining Board and Stockholder Consents

      Level: Basic
      Formats Available: Streaming, Live Webcast
      Date: 05-26-2010
      On-Demand Release Date: June 23, 2010
      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  WSPA: 1 hours Total CLE Hours  
      When you are preparing demonstrative items for trial, wouldn't it be helpful to have
      insight into ways that state-of-the-art technology tools have been used successfully in
      previous cases? Come away with a better understanding of how various graphics affect
      juries, what really works in the courtroom and how to avoid common pitfalls.

      Agenda/ Content Covered
      • What to Avoid and How to Prepare for the Common Pitfalls
      • What Are Juries Reacting to and What Upsets Them
      • What Really Works in Court and What Doesn't
      • Techniques on Opening Statements, Direct Examinations, Effective Cross-Examinations and Powerful Closing Arguments

      Level: Intermediate
      Formats Available: Streaming, Live Webcast
      Date: 06-04-2010
      On-Demand Release Date: July 2, 2010
      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  CAP: 1 hours Total General Hours  TBLS: 1 hours Total CLE Hours  WSPA: 1 hours Total CLE Hours  
      Event Description:

      The key to getting the information you need for your case begins with interpreting what you have and decoding the jargon. Discover how to uncover the records you need, as well as practical strategies for ordering and assembling those documents for ease of use.

      Agenda/ Content Covered

    • Ordering Medical Records Via HIPAA-Compliant Authorizations and Non-Party Subpoenas (NPS)
    • Assembling Medical Records in an Orderly and Sensible Manner
    • Making Sense of Your Work-Product: Deciphering the Medical Record


    • Level: Basic-Intermediate
      Formats Available: Streaming, Live Webcast
      Date: 06-15-2010
      Event Description:

      The culmination of medical record analysis and summary is preparing those records for use at trial. Whether the information is being presented as an exhibit for the jury or to supplement the testimony of witnesses, a clear demonstration of the facts is critical to proving the case. 

      Agenda/ Content Covered
      • The PCEI Rule When Using Medical Records: Purpose, Clarity, Emphasis and Impact
      • Using Medical Records With Witnesses and Experts
      • Medical Exhibits at Trial: Effective Use of Demonstratives and Impressing the Jury
      Level: Basic to Intermediate

      Formats Available: Streaming, Live Webcast
      Date: 06-16-2010
      On-Demand Release Date: July 14, 2010
      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  
      Utilizing a technology program, like Trial Director, to its full capacity will not only save you time before trial, but will save your client money. Utilizing this multi-functional program with a variety of databases will effectively prepare you for situations from court meetings to trial.

      Agenda/ Content Covered

      • Trial Consulting Paralegals and the Technology They Use
      • Trial Director: How it Has Changed the Face of a Typical Trial
      • Paperless Law Firms: Their Effect on Future Trials

      Level: Basic to Intermediate
      Formats Available: Streaming, Live Webcast
      Date: 06-17-2010
      On-Demand Release Date: July 15, 2010
      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  MC CLE: 1 hours Total General Hours  
      Find Debtors Quickly Using Skip Tracing

      What do you do when the debtor disappears before you can collect? Learn the basics of skip tracing - both the legal aspects and practical techniques - to get the tools you need to successfully find debtors and collect the money owed. Enroll today!
      • Effectively use skip tracing to find debtors and collect what is owed.
      • Avoid violations by knowing the statutes applicable to skip tracing.
      • Find out how to select the best resources for each specific situation.

      Agenda/ Content Covered
      • SKIP TRACING BASICS
        • What is Skip Tracing?
        • Using Skip Tracing to Help Collect Money for You or Your Clients
        • Statutes Applicable to Skip Tracing That You Must Know
        • Skip Tracing Individuals vs. Corporations
        • Challenges With Jurisdiction
        • Where to Begin

      • SKIP TRACING TOOLS
        • How to Select the Best Resources for the Task at Hand
        • Databases
        • Public Record
        • Government Records
        • Corporation Traces


      Level: Basic
      Formats Available: Streaming, Live Webcast
      Date: 06-23-2010
      On-Demand Release Date: June 23, 2010
      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  
      Successful interviewing is an art that anyone can learn, but careful planning and practice is essential. Discover the role that psychology plays in the interview process and why it is critical to understand the background information before you start.

      Agenda/ Content Covered
      • Plan for the Interview: Know the Purpose
      • Ask the Right Questions (in the Right Order) to Get the Information You Need
      • Timing, Location and Arrangements: Essential Elements
      • During the Interview: Do's and Don'ts
      • After the Interview: The Wrap-Up

      Level: Basic to Intermediate
      Formats Available: Streaming, Live Webcast
      Date: 06-29-2010
      On-Demand Release Date: July 27, 2010
      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  
      Previously Recorded Courses Available On-Demand
      Select a content category to see the available courses.

      Create Solid Trial Documents That Support the Case

      Motions, briefs and pleadings are the foundations upon which good cases are built. If you're asked to create them, you need to be able to analyze the situation and apply sound legal reasoning in order to fulfill the specific intention of the document. This groundbreaking seminar was created to help you develop these skills so you can create clear, logical and persuasive documents.

      By joining us, you'll be able to:

      • Create a pleading that properly identifies all causes of action relevant to the case.
      • Structure effective motions that clearly support the case theory.
      • Promote readability – and your position – by using persuasive headings and subheadings to organize your documents.
      • Draft clear, concise documents using simple, brief sentences – and avoiding unnecessary Latin or legalese.
      Proofread, proofread, proofread! Double-check for grammatical consistency, correct punctuation and professional tone throughout your documents.
      Formats Available: Streaming, Live Webcast
      Original Course Date: 01-21-2010
      On-Demand Release Date: Available Now
      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  
      Create Solid Trial Documents That Support the Case

      Motions, briefs and pleadings are the foundations upon which good cases are built. If you're asked to create them, you need to be able to analyze the situation and apply sound legal reasoning in order to fulfill the specific intention of the document. This groundbreaking seminar was created to help you develop these skills so you can create clear, logical and persuasive documents.

      By joining us, you'll be able to:

      • Lead your readers through your argument by introducing key facts, the issue, applicable rules, your analysis and conclusions.
      • Promote readability – and your position – by using persuasive headings and subheadings to organize your documents.
      • Identify and use your strongest authority first when creating and supporting your argument.
      • Avoid leaps of logic from point A to point C without explaining to your reader how you got there. Lead them, each step of the way, through your argument. 
      Formats Available: Streaming, Live Webcast
      Original Course Date: 01-21-2010
      On-Demand Release Date: Available Now
      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  

      Create Solid Trial Documents That Support the Case

      Motions, briefs and pleadings are the foundations upon which good cases are built. If you're asked to create them, you need to be able to analyze the situation and apply sound legal reasoning in order to fulfill the specific intention of the document. This groundbreaking seminar was created to help you develop these skills so you can create clear, logical and persuasive documents.

      By joining us, you'll be able to:

      • Create a pleading that properly identifies all causes of action relevant to the case.
      • Structure effective motions that clearly support the case theory.
      • Promote readability – and your position – by using persuasive headings and subheadings to organize your documents.
      • Draft clear, concise documents using simple, brief sentences – and avoiding unnecessary Latin or legalese.
      • Proofread, proofread, proofread! Double-check for grammatical consistency, correct punctuation and professional tone throughout your documents. 
      Formats Available: Streaming, Live Webcast
      Original Course Date: 01-21-2010
      On-Demand Release Date: Available Now
      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  
      Event Description:

      Every paralegal can do their best job when they have an understanding of what their attorney needs and how you can best support them. Discover solutions to better assist your attorney with hearing and trial preparation, as well as the growing range of tasks delegated to paralegals in this specialized practice area.

      Agenda/ Content Covered
    • Overview of Routine Criminal Law Paralegal Procedures
    • Search and Seizure
    • How to Conduct Interviews
    • Importance of Obtaining Substantive Information During the Discovery Process


    • Level:
      Advanced
      Formats Available: Streaming
      Original Course Date: 09-10-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 1 hours Total General Hours  NM Bar: 1 hours Total General Hours  NCPA: 1 hours Including Ethics  FLRPA: 1 hours Total General Hours  OHPA: 1 hours Total General Hours  
      Event Description:
      Take the guess work out of the changes to the California Code of Civil Procedure regarding e-discovery. Learn how the new rules will impact your practices and procedures so you can implement them effectively.

      Agenda/ Content Covered
    • Legislative Update - Where Are the New Rules in the Process and When Will They Take Effect?
    • C.C.P. and C.R.C. Sections Affected
    • What Will Change and What Will Remain the Same?
    • Case Management Orders
    • Meet & Confer Requirements
    • Timing
    • Cost Shifting
    • Formats
    • Protective Orders
    • "Safe Harbors"
    • Privilege Claims & Waivers
    • Comparisons With the December 2006 Federal E-Discovery Rules
    • Preparing for Discovery Under the New C.C.P. Provisions - Practice Pointers & Best Practices


    • Level:
      Intermediate
      Formats Available: Streaming
      Original Course Date: 08-20-2009
      Approved Credit:
      Product Description:

      Conducting discovery is much like playing a game of chess. You must be aware of all of the potential moves that your opponent may make, while carrying out your own game plan at the same time. Staying aware of the "big picture" will allow you to keep your eye on the information that needs to be discovered and organized to support the claim. Receive a clear explanation of discovery jargon, avoid giving a party an excuse to withhold documents and identify valuable resources that will help you along the way. From the convenience of your desk, you will prepare for subsequent discovery requests and fill in the gaps to help make your case a success. Order today!

      Agenda/ Content Covered
      • Discovery Legalese - Avoid the Excuse to Withhold Information or Documents
      • Investigatory Tips for Paralegals
      • Building a Fact Database
      • Top Ten List for Learning to Draft Interrogatories
      • Useful Discovery Websites

      Level: Basic to Intermediate
      Formats Available: Streaming
      Original Course Date: 11-12-2009
      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  
      Product Description:
      Conscientious, thorough discovery is the foundation for a good case. Gather the relevant information needed to substantiate the case by identifying how rules and case law impact specific discovery issues.

      Agenda:
    • Updates and Comparison of State Rules
    • Case Law Supporting Specific Discovery Issues


    • Level:
      Intermediate
      Formats Available: Streaming
      Original Course Date: 04-22-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 1 hours Total General Hours  NFPA: 1 hours Total General Hours  NM Bar: 1 hours Total General Hours  NCPA: 1 hours Total General Hours  FLRPA: 1 hours Total General Hours  OHPA: 1 hours Total General Hours  
      Agenda:

      ·         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  
      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
      Original Course Date: 08-03-2009
      Approved Credit:
      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
      Original Course Date: 08-03-2009
      Approved Credit:
      Event Description:

      Conscientious, thorough discovery is the foundation for a good case – and you play an important role in this phase of the civil trial process. Learn how solid discovery work can lead to a strong foundation for the case.

      Agenda/ Content Covered

    • The Complaint
    • Requests for Admission, Requests for Production and Interrogatories
    • Bates Numbering
    • Digesting, Abstracting and Indexing Depositions


    • Level: Basic to Intermediate
      Formats Available: Streaming
      Original Course Date: 12-09-2009
      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  
      How Much More Effective Would Your Document Management System be if Everyone Was on the Same Page?

      Whether the information you are gathering is paper or electronic, it can easily become overwhelming. Nothing can be more heart-stopping than receiving boxes of documents or thousands of e-mails. While you know that good document management planning and strategy saves headaches later, it can be a challenge to get all of your attorneys and paralegals using one system. Let our experienced faculty help you increase your efficiency and save time and money by giving you tried and true tips for managing documents and files.

      Come away with practical solutions for:
      • Uncovering what is, and isn't, working with your current document management procedures.
      • Creating buy-in for a universal document management system.
      • Managing costs and allocating resources in an efficient manner.
      • Organizing and tracking documents from both your client and opposing parties.
      • Comparing and selecting specialized technology vendors.
      • Improving the ease of document retrieval throughout the trial process.
      • Evaluating and updating your system as technology evolves.

      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
      Original Course Date: 09-23-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 3 hours Total General Hours, 1 hours Including Ethics  NFPA: 3 hours Total General Hours, 1 hours Including Ethics  NM Bar: 3 hours Total General Hours, 1 hours Ethics  NCPA: 3 hours Total General Hours, 1 hours Including Ethics  FLRPA: 3 hours Total General Hours, 1 hours Including Ethics  OHPA: 3 hours Total General Hours, 1 hours Including Ethics  
      How Much More Effective Would Your Document Management System be if Everyone Was on the Same Page?

      Whether the information you are gathering is paper or electronic, it can easily become overwhelming. Nothing can be more heart-stopping than receiving boxes of documents or thousands of e-mails. While you know that good document management planning and strategy saves headaches later, it can be a challenge to get all of your attorneys and paralegals using one system. Let our experienced faculty help you increase your efficiency and save time and money by giving you tried and true tips for managing documents and files.

      Come away with practical solutions for:
      • Uncovering what is, and isn't, working with your current document management procedures.
      • Creating buy-in for a universal document management system.
      • Managing costs and allocating resources in an efficient manner.
      • Organizing and tracking documents from both your client and opposing parties.
      • Comparing and selecting specialized technology vendors.
      • Improving the ease of document retrieval throughout the trial process.
      • Evaluating and updating your system as technology evolves.

      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
      Original Course Date: 09-23-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 5 hours Total General Hours, 1 hours Including Ethics  NFPA: 5 hours Total General Hours, 1 hours Including Ethics  NM Bar: 5 hours Total General Hours, 1 hours Ethics  NCPA: 5 hours Total General Hours, 1 hours Including Professional Responsibility  FLRPA: 5 hours Total General Hours, 1 hours Including Ethics  OHPA: 5 hours Total General Hours, 1 hours Including Ethics  
      How Much More Effective Would Your Document Management System be if Everyone Was on the Same Page?

      Whether the information you are gathering is paper or electronic, it can easily become overwhelming. Nothing can be more heart-stopping than receiving boxes of documents or thousands of e-mails. While you know that good document management planning and strategy saves headaches later, it can be a challenge to get all of your attorneys and paralegals using one system. Let our experienced faculty help you increase your efficiency and save time and money by giving you tried and true tips for managing documents and files.

      Come away with practical solutions for:
      • Uncovering what is, and isn't, working with your current document management procedures.
      • Creating buy-in for a universal document management system.
      • Managing costs and allocating resources in an efficient manner.
      • Organizing and tracking documents from both your client and opposing parties.
      • Comparing and selecting specialized technology vendors.
      • Improving the ease of document retrieval throughout the trial process.
      • Evaluating and updating your system as technology evolves.

      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
      Original Course Date: 09-23-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 2 hours Total General Hours  NFPA: 2 hours Total General Hours  NM Bar: 2 hours Total General Hours  NCPA: 2 hours Total General Hours  FLRPA: 2 hours Total General Hours  OHPA: 2 hours Total General Hours  
      Event Description:
      Paralegals are increasingly being requested to be more technically savvy when dealing with e-discovery issues and in communicating with clients and/or outside counsel. Receive practical information and advice that you can used immediately on your next case.


      Agenda

    • How to Determine When Electronically Stored Information (ESI) Needs to be Preserved and Collected
    • When Forensic Analysis Should be Conducted
    • Questions to Ask When Identifying and Handling Non-Traditional Documents
    • Selecting a Vendor (if Necessary)
    • How to Document Your Processes and Maintain Defensibility
    • Identifying and Addressing Issues of Cost


    • Level:
      Advanced
      Formats Available: Streaming
      Original Course Date: 09-10-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 1 hours Total General Hours  NM Bar: 1 hours Total General Hours  NCPA: 1 hours Including Ethics  FLRPA: 1 hours Total General Hours  OHPA: 1 hours Total General Hours  
      You Said I Would Do What?!?
      Agenda:
    • Top 10 Litigation Support Vocabulary Words for the Paralegal
    • Understanding the Roles of Litigation Support Professionals: What They Can and Can't Do for You
    • Managing Service Provider (Vendor) Relationships
    • Effectively Relating E-Discovery Related Tasks to the Case Team Members (Attorneys and Other Paralegals)
    • Formats Available: Streaming
      Original Course Date: 06-17-2009
      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  
      Product Description:

      As electronic discovery has become more commonplace in the legal field, courts have taken a stronger approach in implementing the “ Zubulake Duty”. This duty requires you to have a clear understanding of the legal issues surrounding e-document collection which have been addressed by Zubulake and other court decisions. From that base of knowledge, you will be able to create specific parameters for gathering and analyzing e-documents. From the convenience of your desk, you will be able to create a comprehensive guideline that can be used on any e-discovery case, regardless of its complexity. Order Today!

      Agenda/ Content Covered
      • E-Discovery Definition
      • Types of E-Documents
      • The Zubulake Case
      • What is your Zubulake Duty?
      • The Rule 26(f) Conference
      • Steps for Managing Legal Holds

      Level: Basic
      Formats Available: Streaming
      Original Course Date: 08-13-2009
      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  
      Event Description:
      Master the Rapidly-Evolving Area of E-Discovery

      E-discovery has become the "hot" area in litigation due to the increasing use of technology by clients. Although the need to get up to speed in this area has been pushed to the forefront by the Federal Rules of Civil Procedures changes, many legal professionals continue to remain unprepared. Becoming well versed in both the technology and procedural aspects of e-discovery will help you to not only manage cases effectively, but could be the springboard for furthering the future course of your career!

      Agenda/ Content Covered


      I. EFFECTIVELY PRESERVING EVIDENCE
      45 minutes - David J. Penrod and Christopher Toomey
      A. Avoiding Spoliation of Evidence
      B. Preservation of Evidence Letter
      C. Preserving the Chain of Custody
      D. Your Client's Preservation Responsibilities

      II. EFFICIENT STRATEGIES FOR DISCLOSURE AND DISCOVERY
      60 minutes - Christopher Toomey
      A. Using Interrogatories, Requests for Production and Other Procedural Strategies
      B. The Role of Depositions
      C. Deposing the Opposition's Experts
      D. Developing Effective Search Plans
      E. Culling and Identifying Key Data
      F. Production of Evidence and Findings

      III. OTHER CONSIDERATIONS IN E-DISCOVERY
      45 minutes - Christopher Toomey
      A. Identification of Ethical Responsibilities and Conflicts of Interest
      B. The Firms, Tools and Processes of the E-Discovery Industry
      C. Choosing and Working With Third Party Experts
      D. Dealing With Software and Compatibility Issues
      E. Additional Procedural Issues & Changes to Legal Landscape
      F. Foreign Matter Issues

      IV. PRACTICAL APPLICATIONS AND DEMONSTRATION OF E-DISCOVERY TECHNIQUES
      30 minutes - Michael Horwith, David J. Penrod and Christopher Toomey


      Level:
      Basic to Intermediate
      Formats Available: Streaming
      Original Course Date: 10-26-2009
      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  
      Event Description:
      Master the Rapidly-Evolving Area of E-Discovery

      E-discovery has become the "hot" area in litigation due to the increasing use of technology by clients. Although the need to get up to speed in this area has been pushed to the forefront by the Federal Rules of Civil Procedures changes, many legal professionals continue to remain unprepared. Becoming well versed in both the technology and procedural aspects of e-discovery will help you to not only manage cases effectively, but could be the springboard for furthering the future course of your career!

      Agenda/ Content Covered

      Morning

      I. ELECTRONIC DISCOVERY: DEFINITIONS AND USES
      60 minutes - David J. Penrod and Christopher Toomey
      A. What is Electronic Discovery?
      B. Why E-Discovery Can Be Valuable in Litigation
      C. How Does Electronic Discovery Differ From Traditional Methods of Discovery?
      D. Key Terminology You Should Know
      E. Distinguishing Between Electronic Litigation Support (E-Production) and E-Discovery
      F. Advantages and Disadvantages to Electronic Discovery
      G. Who Pays for E-Discovery?
      H. Negotiating Parameters of E-Discovery With the Other Side
      I. When is it Time to Call in the Experts?
      J. Application of Federal Rules to Electronic Discovery (Including E-Discovery Amendments)

      II. WHERE CAN YOU FIND COMPUTER RELATED EVIDENCE?
      60 minutes - Michael Horwith
      A. Individual PCs and Laptops (Work and Home)
      B. Mining File Servers and E-Mail Servers
      C. Company Firewall, Router, Phone System and Security System Logs
      D. What You Can Use From PDAs and Mobile Phones
      E. Locating Good Evidence on Backup Tapes and Removable Media (Jump Drives, Etc.)

      III. WHAT EVIDENCE IS OBTAINED THROUGH COMPUTER FORENSICS?
      60 minutes - Michael Horwith
      A. Understanding Normal Files and Their "Meta-Data"
      B. What You Can Learn From E-Mail, Appointments, Contacts and Journal Entries
      C. Database Entries and Financial Transactions: Using Them Correctly
      D. Deleted Data, Temporary Files, Hidden Files and Encrypted Files
      E. Internet History, Cookies and Instant Messaging Logs
      F. If it is Discoverable, Does That Mean It's Admissible?



      Afternoon
      I. EFFECTIVELY PRESERVING EVIDENCE
      45 minutes - David J. Penrod and Christopher Toomey
      A. Avoiding Spoliation of Evidence
      B. Preservation of Evidence Letter
      C. Preserving the Chain of Custody
      D. Your Client's Preservation Responsibilities

      II. EFFICIENT STRATEGIES FOR DISCLOSURE AND DISCOVERY
      60 minutes - Christopher Toomey
      A. Using Interrogatories, Requests for Production and Other Procedural Strategies
      B. The Role of Depositions
      C. Deposing the Opposition's Experts
      D. Developing Effective Search Plans
      E. Culling and Identifying Key Data
      F. Production of Evidence and Findings

      III. OTHER CONSIDERATIONS IN E-DISCOVERY
      45 minutes - Christopher Toomey
      A. Identification of Ethical Responsibilities and Conflicts of Interest
      B. The Firms, Tools and Processes of the E-Discovery Industry
      C. Choosing and Working With Third Party Experts
      D. Dealing With Software and Compatibility Issues
      E. Additional Procedural Issues & Changes to Legal Landscape
      F. Foreign Matter Issues

      IV. PRACTICAL APPLICATIONS AND DEMONSTRATION OF E-DISCOVERY TECHNIQUES
      30 minutes - Michael Horwith, David J. Penrod and Christopher Toomey


      Level:
      Basic to Intermediate
      Formats Available: Streaming
      Original Course Date: 10-26-2009
      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  
      Event Description:
      Master the Rapidly-Evolving Area of E-Discovery

      E-discovery has become the "hot" area in litigation due to the increasing use of technology by clients. Although the need to get up to speed in this area has been pushed to the forefront by the Federal Rules of Civil Procedures changes, many legal professionals continue to remain unprepared. Becoming well versed in both the technology and procedural aspects of e-discovery will help you to not only manage cases effectively, but could be the springboard for furthering the future course of your career!

      Agenda/ Content Covered

      I. ELECTRONIC DISCOVERY: DEFINITIONS AND USES
      60 minutes - David J. Penrod and Christopher Toomey
      A. What is Electronic Discovery?
      B. Why E-Discovery Can Be Valuable in Litigation
      C. How Does Electronic Discovery Differ From Traditional Methods of Discovery?
      D. Key Terminology You Should Know
      E. Distinguishing Between Electronic Litigation Support (E-Production) and E-Discovery
      F. Advantages and Disadvantages to Electronic Discovery
      G. Who Pays for E-Discovery?
      H. Negotiating Parameters of E-Discovery With the Other Side
      I. When is it Time to Call in the Experts?
      J. Application of Federal Rules to Electronic Discovery (Including E-Discovery Amendments)

      II. WHERE CAN YOU FIND COMPUTER RELATED EVIDENCE?
      60 minutes - Michael Horwith
      A. Individual PCs and Laptops (Work and Home)
      B. Mining File Servers and E-Mail Servers
      C. Company Firewall, Router, Phone System and Security System Logs
      D. What You Can Use From PDAs and Mobile Phones
      E. Locating Good Evidence on Backup Tapes and Removable Media (Jump Drives, Etc.)

      III. WHAT EVIDENCE IS OBTAINED THROUGH COMPUTER FORENSICS?
      60 minutes - Michael Horwith
      A. Understanding Normal Files and Their "Meta-Data"
      B. What You Can Learn From E-Mail, Appointments, Contacts and Journal Entries
      C. Database Entries and Financial Transactions: Using Them Correctly
      D. Deleted Data, Temporary Files, Hidden Files and Encrypted Files
      E. Internet History, Cookies and Instant Messaging Logs
      F. If it is Discoverable, Does That Mean It's Admissible?



      Basic to Intermediate
      Formats Available: Streaming
      Original Course Date: 10-26-2009
      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  
    • 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
      Original Course Date: 09-16-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 1 hours Total General Hours  NFPA: 0.75 hours Total General Hours  NM Bar: 0.75 hours Total General Hours  NCPA: 0.75 hours Total General Hours  FLRPA: 1 hours Total General Hours  OHPA: 1 hours Total General Hours  
      AGENDA
      • 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  
      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
      Original Course Date: 07-07-2009
      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  
      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
      Original Course Date: 09-15-2009
      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  
      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
      Original Course Date: 07-08-2009
      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  

       

      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  

      Event Description:

      E-discovery is only as valuable as the information you retrieve from doing it. Discover practical tips and solutions that can be used to facilitate the process and achieve valuable results.


      Agenda/ Content Covered

      • What is Electronic Discovery?
      • Why E-Discovery Can be Valuable in Litigation
      • How Does Electronic Discovery Differ From Traditional Methods of Discovery?
      • Application of Federal Rules to Electronic Discovery (Including E-Discovery Amendments)
      • Defining the Litigation Lifecycle
      • Key Terminology You Should Know
      • Advantages and Disadvantages to Electronic Discovery
      • Who Pays for E-Discovery?
      • Negotiating Parameters of E-Discovery With the Other Side
      Formats Available: Streaming
      Original Course Date: 10-06-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 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  
      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 $135, 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 the first part to this series click on the links below:




      Event Description:

      With all of the overwhelming issues involved with e-discovery, sometimes the most challenging part of the process is where to start. Discover practical tips for uncovering and preserving critical information that may be pivotal to the case.

      Agenda/ Content Covered

    • Identifying Custodians and Sources of Data
    • Preservation Notices and Litigation Holds
    • Computer Forensics
    • Collection Considerations From Individual Workstations
    • Collection Considerations From Network Servers (Backup, Storage, E-mail, etc.)
    • Understanding the "Data-Map"
    • Working With Records Retention Policies
    • The Importance of a "Litigation Response Team"
    • Preserving Metadata
    • Focusing the Scope of Collection
    • Keyword Filtering and Deduplication


    • Level: Basic-Intermediate
      Formats Available: Streaming
      Original Course Date: 01-13-2010
      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  
      Product Description:

      The law firm's role in responding to discovery has changed. It is important to realize that courts are holding lawyers and firms accountable for inadequate or improper compliance with discovery obligations. In addition, electronic discovery presents new challenges for law firms, clients, and courts. These challenges include logistical, economic, managerial, and legal obstacles that need to be evaluated and approached on a case-by-case basis. From the convenience of your desk, you will learn how the changes to the Rules of Civil Procedures and ethical guidelines will shape your discovery process – Order Today!

      Agenda/ Content Covered

      • Preserving Attorney/Client Work Product Privileges  
      • Federal Rules of E-Discovery

      Level: Intermediate
      Formats Available: Streaming
      Original Course Date: 07-16-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 1 hours Total General Hours  NFPA: 3 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  
      When faced with litigation, one of a company's most important obligations is to preserve evidence from destruction or alternation - whether intentional or accidental. Discover how to effectively preserve evidence using simple steps to safeguard the chain of custody and avoid spoliation.

      Agenda/ Content Covered
      • Avoiding Spoliation of Evidence
      • Preservation of Evidence Letter
      • Preserving the Chain of Custody
      • Your Client's Preservation Responsibilities
      Formats Available: Streaming
      Original Course Date: 02-03-2010
      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  
      A Paralegal's Guide
      Product Description:
      Conscientious, thorough discovery is the foundation for a good case. Examine how technology continues to play an increasing role in your discovery efforts, both now and for years to come.

      Agenda:
    • Increasing Productivity and Organizational Efficiency Through the Use of Technology
    • Informal Discovery - How to Use the Internet Effectively


    • Level:
      Intermediate
      Formats Available: Streaming
      Original Course Date: 05-19-2009
      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  
      Event Description:

      Informal discovery can uncover some of the most promising information for your case. Learn practical strategies that will help to enhance your formal discovery process.

      Agenda/ Content Covered
      • Determining the Elements of the Potential Claim and Developing the Master Plan
      • Rules and Bounds of Informal Discovery
      • Common Methods and Sources
      • The Messing Decision Effect on Ex-Parte Contacts With Employees of Defendant Organizations
      • Adjusting Your Discovery Strategy Based on the Uncovered Information


      Level: Basic-Intermediate
      Formats Available: Streaming
      Original Course Date: 11-24-2009
      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  
      Make the most of your e-discovery keyword searches!

      Proficient use of keyword search techniques is essential to finding relevant documents and keeping e-discovery costs low. If done improperly, they can increase review costs, waive privilege, create unnecessary motion practice and even result in sanctions. Don't let this happen to you. Take a closer look at recent cases which will highlight mistakes made that you can avoid. Discover how to plan keyword search protocols and evaluate opposing keyword search plans for effectiveness. Increase your understanding of keyword search problems and solutions - register today!

      • Examine how to ensure the "three-legged stool" of keyword search plans will put you on firm footing.
      • Review recent case issues regarding responsive and privilege documents.
      • Uncover practical solutions and recommendations to creating a keyword search plan and protocol formation.

      Agenda/ Content Covered

      • Linguistics, Statistics and Technology: The Three-Legged Stool of Keyword Search Plans

      • Recent Case Results Dealing With:
        •  Responsive Documents 
        •  Privilege Documents  
        •  Evidence Standards

      • Practical Solutions and Recommendations for Keyword Search Plans and Protocol Formulation
      Formats Available: Streaming
      Original Course Date: 01-14-2010
      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  
      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:


      Starting the Trust and/or Estate Amdinistration Process for Paralegals -December 15, 2009
      Asset Management for Paralegals- January 19, 2010
      Taxes Affecting Trusts and Estates for Paralegals - February 16, 2010

      Event Description:

      Proper accounting and documentation is critical to comply with statutory requirements to protect the fiduciary. Discover when to use formal or informal accountings and how to determine the final schedule of distribution.

      Agenda/ Content Covered

    • Accounting
    • Concluding Documentation
    • Funding the Trust
    • Distribution of Assets to Beneficiaries
    • Recap of Administration Process


    • Level: Accounting, Concluding and Distributing of Trusts and Estates for Paralegals (Part 4 of 4 of the Trust Administration Series)
      Formats Available: Streaming, Live Webcast
      Original Course Date: 03-09-2010
      Approved Credit: NALA: 1 hours Total General Hours  NFPA: 1 hours Total General Hours  NM Bar: 1 hours Total General Hours  FLRPA: 1 hours Total General Hours  OHPA: 1 hours Total General Hours  
      Set yourself apart in this increasingly competitive market - Take an individual audio webcast, or the entire webcast series, to gain the best strategies for handling specific responsibilities.

      Enroll in whole series for the discounted rate of $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:


      Starting the Trust and/or Estate Amdinistration Process for Paralegals -December 15, 2009
      Taxes Affecting Trusts and Estates for Paralegals - Fenruary 16, 2010
      Accounting, Concluding, and Distribution of Trusts and Estates for Paralegals - March 9, 2010
      Event Description:

      Managing the assets and liabilities of a trust or estate is key to effectively administering a trust or estate. Learn key strategies used in valuing assets, preparing inventory and handling liabilities properly.

      Agenda/ Content Covered

    • Asset Information
    • Verification/Valuation of Assets
    • Inventory Preparation
    • Debts/Liabilities


    • Level: Asset Management for Paralegals (Part 2 of 4 of the Trust Administration Series)
      Formats Available: Streaming
      Original Course Date: 01-19-2010
      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  FLRPA: 1 hours Total General Hours  OHPA: 1 hours Total General Hours  
      A Guide for Paralegals
      Product Description:
      Distribution and discharge can be one of the most controversial parts of the probate process. Develop clear procedures for the final accounting so that these processes can take place as smoothly as possible.

      Agenda:

    • Tips for Assisting With Final Accounting

    • Preparing the Distribution of the Estate to Beneficiaries

    • Discharge of the Fiduciary


    • Level:
      Intermediate
      Formats Available: Streaming
      Original Course Date: 06-02-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 1 hours Total General Hours  NFPA: 1 hours Total General Hours  NM Bar: 1 hours Total General Hours  NCPA: 1 hours Total General Hours  FLRPA: 1 hours Total General Hours  OHPA: 1 hours Total General Hours  
       Agenda:

      Morning


      I. FOUNDATIONS OF ESTATE ADMINISTRATION DEFINED
      (45 minutes - Linda Moon)
      1.
      Identifying Probate and Non-Probate Assets
      2. Understanding the Various Forms of Administration
      3. Considerations for the Small Estate
      4. Knowing the Advantages and Disadvantages of Informal Administration and Complying With the Procedures



      II. PREPARING TO BEGIN THE ADMINISTRATION PROCESS
      (60 minutes - Linda Moon)
      1.
      Understanding the Laws of Intestacy and How They Affect the Estate
      2. Knowing What to Get Out of the Client Interview
      3. Determining the Survivors' Immediate Needs
      4. Examining the Safe Deposit Box: Identifying Important Documents
      5. Locating the Will and Knowing What to do Next
      6. Considerations in Appointing and Counseling the Personal Representative
      7. Practical Tips for Obtaining Information Concerning Assets
      8. Renunciations and Election of Statutory Share
      9. Using Disclaimers Correctly
      10. Notice Requirements

      III. CONSIDERATIONS FOR COLLECTING THE ASSETS, PREPARING THE INVENTORY AND HANDLING CLAIMS AGAINST THE ESTATE
      (75 minutes - Linda Moon)
      1.
      Practical Procedures for Opening Estate Accounts
      2. Obtaining Tax Identification Number and Title to Assets
      3. Canceling Utilities and Credit Cards
      4. Best Strategies for Preparing the Inventory
      5. Medicare, Insurance Claims and Public Assistance: Understanding the Paperwork Involved
      6. 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 - David W. Kirch)
      1.
      Alternative Methods: Knowing Your Options
      2. Timing of Distributions: How Long do Beneficiaries Have to Wait Until They Get Their Money?
      3. Steps Involved in Transferring Jointly-Held Assets
      4. Transferring Other Probate and Non-Probate Assets
      5. Considerations for Handling Distributions to Minors and Trusts
      6. Ensuring Thorough Accounting and Settlement of the Estate
      7. Compensation and Discharge of the Personal Representative


      V. UNDERSTANDING TAX PROCEDURES TO AVOID PROBLEMS LATER
      (60 minutes - David W. Kirch)
      1.
      Overview of Tax Compliance and Post-Mortem Planning: What You Need to Know
      2. What You Need to Know to Prepare the Decedent's Final Income Tax Return
      3. Filing Requirements for State and Federal Estate Tax Returns
      4. How the Generation-Skipping Transfer Tax Affects Your Clients
      5. Handling Distribution to Minors and Trusts
      6. Accurate and Inclusive Valuation of Assets
      7. Determining Alternatives for the Surviving Spouse: Disclaimers, Rights and Options


      VI. ETHICAL CHALLENGES IN ESTATE ADMINISTRATION
      (60 minutes - David W. Kirch)
      1.
      Determining Who the Client Is
      2. Avoiding Conflicts of Interest
      3. Informing the Client of the Status of the Estate
      4. Filing Claims: Why it is Imperative to Meet the Deadlines



      Product Description:

      Properly Administer Estates by Knowing the "Why" Behind the Procedures

      Whenever a person dies, his or her estate needs to be collected, managed and distributed as outlined in both state and federal law. Do you have a clear understanding of the myriad of requirements that must be followed? Join us and gain a comprehensive understanding of the estate administration process so you can easily organize and manage your responsibilities. Whether you are new to the proceedings or you are in need of a refresher, this course will provide you with practical knowledge you can put to work immediately.



      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
      Original Course Date: 10-27-2009
      Approved Credit:
      AFTERNOON

      I. BEING THOROUGH TO CLOSE THE ESTATE WITHOUT A HITCH (30 minutes - Richard J. Snider Jr.)
    • Alternative Methods: Knowing Your Options
    • Timing of Distributions: How Long do Beneficiaries Have to Wait Until They Get Their Money?
    • Steps Involved in Transferring Jointly-Held Assets
    • Transferring Other Probate and Non-Probate Assets
    • Considerations for Handling Distributions to Minors and Trusts
    • Ensuring Thorough Accounting and Settlement of the Estate
    • Compensation and Discharge of the Personal Representative


    • II. UNDERSTANDING TAX PROCEDURES TO AVOID PROBLEMS LATER (60 minutes - Richard J. Snider Jr.)
    • Overview of Tax Compliance and Post-Mortem Planning: What You Need to Know
    • What You Need to Know to Prepare the Decedent's Final Income Tax Return
    • Filing Requirements for State and Federal Estate Tax Returns
    • How the Generation-Skipping Transfer Tax Affects Your Clients
    • Handling Distribution to Minors and Trusts
    • Accurate and Inclusive Valuation of Assets
    • Determining Alternatives for the Surviving Spouse: Disclaimers, Rights and Options


    • III. ETHICAL CHALLENGES IN ESTATE ADMINISTRATION (60 minutes - Joseph H. Williams)
    • Determining Who the Client Is
    • Avoiding Conflicts of Interest
    • Informing the Client of the Status of the Estate
    • Filing Claims: Why it is Imperative to Meet the Deadlines


    • IV. COMMON ISSUES TO BE PREPARED FOR IN LITIGATION AND PROBATE (40 minutes - Joseph H. Williams)
    • Title and Discovery of Assets
    • Contested Claims and Contingent Liabilities
    • Marital Agreement Concerns
    • Contested Wills and Alternatives: Is it Valid to Disagree?



    • Product Description:
      Properly Administer Estates by Knowing the “Why” Behind the Procedures

      Whenever a person dies, his or her estate needs to be collected, managed and distributed as outlined in both state and federal law. Do you have a clear understanding of the myriad of requirements that must be followed? Join us and gain a comprehensive understanding of the estate administration process so you can easily organize and manage your responsibilities. Whether you are new to the proceedings or you are in need of a refresher, this course will provide you with practical knowledge you can put to work immediately.

      Our experienced faculty will help you to:

    • Weigh the pros and cons of informal administration in order to learn how it can be advantageously used.
    • Identify practical tips you can use to obtain information concerning assets.
    • Adopt 'best practices' for preparing the inventory.
    • Uncover the filing requirements for state and federal estate tax returns.
    • Recognize special considerations for handling distributions to minors and trusts.
    • Create realistic schedules that will help you to manage critical 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
      Original Course Date: 10-08-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 3 hours Total General Hours, 1 hours Including Ethics  NFPA: 3 hours Total General Hours, 1 hours Including Ethics  NCPA: 3 hours Total General Hours, 1 hours Including Professional Responsibility  
      MORNING

      I. FOUNDATIONS OF ESTATE ADMINISTRATION DEFINED (45 minutes - Richard J. Snider Jr.)
    • Identifying Probate and Non-Probate Assets
    • Understanding the Various Forms of Administration
    • Considerations for the Small Estate
    • Knowing the Advantages and Disadvantages of Informal Administration and Complying With the Procedures


    • II. PREPARING TO BEGIN THE ADMINISTRATION PROCESS (75 minutes - Joseph H. Williams)
    • Understanding the Laws of Intestacy and How They Affect the Estate
    • Knowing What to Get Out of the Client Interview
    • Determining the Survivors' Immediate Needs
    • Examining the Safe Deposit Box: Identifying Important Documents
    • Locating the Will and Knowing What to do Next
    • Considerations in Appointing and Counseling the Personal Representative
    • Practical Tips for Obtaining Information Concerning Assets
    • Renunciations and Election of Statutory Share
    • Using Disclaimers Correctly
    • Notice Requirements


    • III. CONSIDERATIONS FOR COLLECTING THE ASSETS, PREPARING THE INVENTORY AND HANDLING CLAIMS AGAINST THE ESTATE (90 minutes - Richard J. Snider Jr.)
    • Practical Procedures for Opening Estate Accounts
    • Obtaining Tax Identification Number and Title to Assets
    • Canceling Utilities and Credit Cards
    • Best Strategies for Preparing the Inventory
    • Medicare, Insurance Claims and Public Assistance: Understanding the Paperwork Involved
    • Priority of Concern: Following the Chain of Command in Allowances, Claims and Taxes


    • AFTERNOON

      IV. BEING THOROUGH TO CLOSE THE ESTATE WITHOUT A HITCH (30 minutes - Richard J. Snider Jr.)
    • Alternative Methods: Knowing Your Options
    • Timing of Distributions: How Long do Beneficiaries Have to Wait Until They Get Their Money?
    • Steps Involved in Transferring Jointly-Held Assets
    • Transferring Other Probate and Non-Probate Assets
    • Considerations for Handling Distributions to Minors and Trusts
    • Ensuring Thorough Accounting and Settlement of the Estate
    • Compensation and Discharge of the Personal Representative


    • V. UNDERSTANDING TAX PROCEDURES TO AVOID PROBLEMS LATER (60 minutes - Richard J. Snider Jr.)
    • Overview of Tax Compliance and Post-Mortem Planning: What You Need to Know
    • What You Need to Know to Prepare the Decedent's Final Income Tax Return
    • Filing Requirements for State and Federal Estate Tax Returns
    • How the Generation-Skipping Transfer Tax Affects Your Clients
    • Handling Distribution to Minors and Trusts
    • Accurate and Inclusive Valuation of Assets
    • Determining Alternatives for the Surviving Spouse: Disclaimers, Rights and Options


    • VI. ETHICAL CHALLENGES IN ESTATE ADMINISTRATION (60 minutes - Joseph H. Williams)
    • Determining Who the Client Is
    • Avoiding Conflicts of Interest
    • Informing the Client of the Status of the Estate
    • Filing Claims: Why it is Imperative to Meet the Deadlines


    • VII. COMMON ISSUES TO BE PREPARED FOR IN LITIGATION AND PROBATE (40 minutes - Joseph H. Williams)
    • Title and Discovery of Assets
    • Contested Claims and Contingent Liabilities
    • Marital Agreement Concerns
    • Contested Wills and Alternatives: Is it Valid to Disagree?



    • Product Description:
      Properly Administer Estates by Knowing the “Why” Behind the Procedures

      Whenever a person dies, his or her estate needs to be collected, managed and distributed as outlined in both state and federal law. Do you have a clear understanding of the myriad of requirements that must be followed? Join us and gain a comprehensive understanding of the estate administration process so you can easily organize and manage your responsibilities. Whether you are new to the proceedings or you are in need of a refresher, this course will provide you with practical knowledge you can put to work immediately.

      Our experienced faculty will help you to:

    • Weigh the pros and cons of informal administration in order to learn how it can be advantageously used.
    • Identify practical tips you can use to obtain information concerning assets.
    • Adopt 'best practices' for preparing the inventory.
    • Uncover the filing requirements for state and federal estate tax returns.
    • Recognize special considerations for handling distributions to minors and trusts.
    • Create realistic schedules that will help you to manage critical 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
      Original Course Date: 10-08-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 6.5 hours Total General Hours, 1 hours Including Ethics  NFPA: 6.5 hours Total General Hours, 1 hours Including Ethics  NCPA: 6.5 hours Total General Hours, 1 hours Including Professional Responsibility  
      MORNING

      I. FOUNDATIONS OF ESTATE ADMINISTRATION DEFINED (45 minutes - Richard J. Snider Jr.)
    • Identifying Probate and Non-Probate Assets
    • Understanding the Various Forms of Administration
    • Considerations for the Small Estate
    • Knowing the Advantages and Disadvantages of Informal Administration and Complying With the Procedures


    • II. PREPARING TO BEGIN THE ADMINISTRATION PROCESS (75 minutes - Joseph H. Williams)
    • Understanding the Laws of Intestacy and How They Affect the Estate
    • Knowing What to Get Out of the Client Interview
    • Determining the Survivors' Immediate Needs
    • Examining the Safe Deposit Box: Identifying Important Documents
    • Locating the Will and Knowing What to do Next
    • Considerations in Appointing and Counseling the Personal Representative
    • Practical Tips for Obtaining Information Concerning Assets
    • Renunciations and Election of Statutory Share
    • Using Disclaimers Correctly
    • Notice Requirements


    • III. CONSIDERATIONS FOR COLLECTING THE ASSETS, PREPARING THE INVENTORY AND HANDLING CLAIMS AGAINST THE ESTATE (90 minutes - Richard J. Snider Jr.)
    • Practical Procedures for Opening Estate Accounts
    • Obtaining Tax Identification Number and Title to Assets
    • Canceling Utilities and Credit Cards
    • Best Strategies for Preparing the Inventory
    • Medicare, Insurance Claims and Public Assistance: Understanding the Paperwork Involved
    • Priority of Concern: Following the Chain of Command in Allowances, Claims and Taxes


    • Product Description:
      Properly Administer Estates by Knowing the “Why” Behind the Procedures

      Whenever a person dies, his or her estate needs to be collected, managed and distributed as outlined in both state and federal law. Do you have a clear understanding of the myriad of requirements that must be followed? Join us and gain a comprehensive understanding of the estate administration process so you can easily organize and manage your responsibilities. Whether you are new to the proceedings or you are in need of a refresher, this course will provide you with practical knowledge you can put to work immediately.

      Our experienced faculty will help you to:

    • Weigh the pros and cons of informal administration in order to learn how it can be advantageously used.
    • Identify practical tips you can use to obtain information concerning assets.
    • Adopt 'best practices' for preparing the inventory.
    • Uncover the filing requirements for state and federal estate tax returns.
    • Recognize special considerations for handling distributions to minors and trusts.
    • Create realistic schedules that will help you to manage critical deadlines.


    • Who Should Attend:
      This basic level program will provide paralegals, legal assistants and legal support staff with practical guidance on estate administration
      Formats Available: Streaming
      Original Course Date: 10-08-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 3.6 hours Total General Hours  NFPA: 3.5 hours Total General Hours  NCPA: 3.5 hours Total General Hours  
      Properly Administer Estates by Knowing the “Why” Behind the Procedures 

      Whenever a person dies, his or her estate needs to be collected, managed and distributed as outlined in both state and federal law. Do you have a clear understanding of the myriad of requirements that must be followed? Join us and gain a comprehensive understanding of the estate administration process so you can easily organize and manage your responsibilities. Whether you are new to the proceedings or you are in need of a refresher, this course will provide you with practical knowledge you can put to work immediately 

      Our experienced faculty will help you to: 

      Weigh the pros and cons of informal administration in order to learn how it can be advantageously used. 
      Identify practical tips you can use to obtain information concerning assets. 
      Adopt 'best practices' for preparing the inventory. 
      Uncover the filing requirements for state and federal estate tax returns. 
      Recognize special considerations for handling distributions to minors and trusts. 
      Create realistic schedules that will help you to manage critical 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
      Original Course Date: 09-24-2009
      On-Demand Release Date: Available Now
      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  
      Properly Administer Estates by Knowing the “Why” Behind the Procedures 

      Whenever a person dies, his or her estate needs to be collected, managed and distributed as outlined in both state and federal law. Do you have a clear understanding of the myriad of requirements that must be followed? Join us and gain a comprehensive understanding of the estate administration process so you can easily organize and manage your responsibilities. Whether you are new to the proceedings or you are in need of a refresher, this course will provide you with practical knowledge you can put to work immediately 

      Our experienced faculty will help you to: 

      Weigh the pros and cons of informal administration in order to learn how it can be advantageously used. 
      Identify practical tips you can use to obtain information concerning assets. 
      Adopt 'best practices' for preparing the inventory. 
      Uncover the filing requirements for state and federal estate tax returns. 
      Recognize special considerations for handling distributions to minors and trusts. 
      Create realistic schedules that will help you to manage critical 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
      Original Course Date: 09-24-2009
      On-Demand Release Date: Available Now
      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  
      Properly Administer Estates by Knowing the “Why” Behind the Procedures 

      Whenever a person dies, his or her estate needs to be collected, managed and distributed as outlined in both state and federal law. Do you have a clear understanding of the myriad of requirements that must be followed? Join us and gain a comprehensive understanding of the estate administration process so you can easily organize and manage your responsibilities. Whether you are new to the proceedings or you are in need of a refresher, this course will provide you with practical knowledge you can put to work immediately 

      Our experienced faculty will help you to: 

      Weigh the pros and cons of informal administration in order to learn how it can be advantageously used. 
      Identify practical tips you can use to obtain information concerning assets. 
      Adopt 'best practices' for preparing the inventory. 
      Uncover the filing requirements for state and federal estate tax returns. 
      Recognize special considerations for handling distributions to minors and trusts. 
      Create realistic schedules that will help you to manage critical 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
      Original Course Date: 09-24-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 3 hours Total General Hours  NFPA: 3 hours Total General Hours  FLRPA: 3 hours Total General Hours  
      AGENDA
      • Overview of Federal Regulation of Alternative Families

      • Unmarried Couples

      • Cohabitation Agreements

      • Property Rights Acquired During the Relationship

      • The Defense of Marriage Act

      • Federal Tax Issues

      • Income Tax
      • Gift and Estate Tax

      • Conflicts Between State and Federal Law

      • Estate Planning Issues and Solutions

      • Overview
      Formats Available: Streaming
      Original Course Date: 01-07-2009
      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  
      Event Description:

      The steps taken at the beginning of a probate case can set the tone for everything that follows. Ensure that you are locating and collecting all of the pertinent information right from the start.

      Agenda/ Content Covered
    • Determining the Existence or Nonexistence of a Will
    • Interviewing and Determining the Personal Representative
    • Duties of the Personal Representative
    • Evaluating the Estate to Minimize Costs and Expenses -The High Cost of Dying
    • Locating, Collecting and Taking Inventory of the Decedent's Assets - Probate vs. Nonprobate
    • Determining Which Types of Administration are Right for You - Informal or Formal
    • Elections and Filings - Getting Deadlines for the Client
    • Handling Claims Against the Estate
    • Using Renunciation and Disclaimers as a Post-Mortem Planning Device
    • Sample Forms to be Familiar With
    • Using Checklists to Navigate Your Way Through the Process
    • Understanding Basic Tax Issues and Concerns in Probate
    • Hypothetical Case Evaluation - Getting Started in Probate


    • Level: Basic
      Formats Available: Streaming
      Original Course Date: 11-18-2009
      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  
      Product Description:

      While every probate is different, the methods in which they are handled are often very similar. Creating a basic timetable and methodology for handling the initial process will make your job much easier. From the convenience of your desk, you will receive a step-by-step guide on what documents to prepare, and when, so that you will not miss important deadlines. Start off every probate in the proper manner to help prevent future challenges. Order Today!

      Agenda/ Content Covered

      • Distinctions Between the Modest and Larger Estate
      • The Estate Timetable and What Needs to Be Done
      • Steps for Proving the Will
      • Steps for Challenging the Will

      Level: Basic to Intermediate
      Formats Available: Streaming
      Original Course Date: 10-08-2009
      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  
      Closing the Estate and Filing the Tax Return & Advanced Elder Care Planning Strategies
      Agenda

    • Being thorough to close the Estate without a hitch
    • Understanding tax procedures to avoid problems later
    • How to pay for long term care
    • Long-Term care Insurance
    • Medicaid and The Deficit Reduction Act of 2005 (DRA)
    • Planning for Long-Term Care after the DRA
    • Protecting the family home
    • Planning in advance for unexpected long-term care needs


    • 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
      Original Course Date: 08-10-2009
      Approved Credit:
      Closing the Estate and Filing the Tax Return & Advanced Elder Care Planning Strategies
      Agenda

    • Being thorough to close the Estate without a hitch
    • Understanding tax procedures to avoid problems later
    • How to pay for long term care
    • Long-Term care Insurance
    • Medicaid and The Deficit Reduction Act of 2005 (DRA)
    • Planning for Long-Term Care after the DRA
    • Protecting the family home
    • Planning in advance for unexpected long-term care needs


    • 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
      Original Course Date: 08-10-2009
      Approved Credit:
      Set yourself apart in this increasingly competitive market - Take an individual audio webcast, or the entire webcast series, to gain the best strategies for handling specific responsibilities.

      Enroll in whole series for the discounted rate of $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:


      Asset Management for Paralegals- January 19, 2010
      Taxes Affecting Trusts and Estates for Paralegals - Fenruary 16, 2010
      Accounting, Concluding, and Distribution of Trusts and Estates for Paralegals - March 9, 2010


      Event Description:

      For a trust administration to run smoothly, it is critical that the proper information is gathered. Discover how to manage the multitude of deadlines and documents so that you are not left with loose ends.

      Agenda/ Content Covered

    • Initial Meeting With Fiduciary
    • Probating/Registering Trust and/or Estate Documents
    • Beneficiaries
    • Notifications
    • Checklist of Required Tasks
    • Agreement for Legal Services
    • Fiduciary Compensation
    • Unclaimed Property
    • Probate Binder


    • Level: Basic-Intermediate
      Formats Available: Streaming, Live Webcast
      Original Course Date: 12-15-2009
      Approved Credit: NALA: 1 hours Total General Hours  NFPA: 1 hours Total General Hours  NM Bar: 1 hours Total General Hours  FLRPA: 1 hours Total General Hours  OHPA: 1 hours Total General Hours  
      Set yourself apart in this increasingly competitive market - Take an individual audio webcast, or the entire webcast series, to gain the best strategies for handling specific responsibilities.

      Enroll in whole series for the discounted rate of $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:


      Starting the Trust and/or Estate Amdinistration Process for Paralegals -December 15, 2009
      Asset Management for Paralegals- January 19, 2010
      Accounting, Concluding, and Distribution of Trusts and Estates for Paralegals - March 9, 2010

      Event Description:

      There are a number of taxes at the state and federal level that need to be filed when a trust or estate is being administered. Receive a clear picture of what should be included with each tax form and how to ensure you stay in compliance with filing deadlines.

      Agenda/ Content Covered

    • Federal Taxes
    • State Taxes - Who Prepares?
    • Supporting Documentation


    • Level: Taxes Affecting Trusts and Estates for Paralegals (Part 3 of 4 of the Trust Administration Series)
      Formats Available: Streaming
      Original Course Date: 02-16-2010
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 1 hours Total General Hours  NFPA: 1 hours Total General Hours  NM Bar: 1 hours Total General Hours  NCPA: 1 hours Total General Hours  FLRPA: 1 hours Total General Hours  OHPA: 1 hours Total General Hours  
      AGENDA
      • Testate or Intestate?

      • Is the Will Self-Proving?

      • Locating the Original Will

      • Who Would the Heirs Be?

      • Who is Entitled to be Executor?

      • Out of State Real Estate

      • Formal Administration vs. Summary Procedure

      • Probate Assets

      • Taxes

      • Retainer Agreement
      Formats Available: Streaming
      Original Course Date: 11-24-2008
      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  
      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
      Original Course Date: 07-14-2009
      On-Demand Release Date: Available Now
      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  
      Formats Available: Streaming
      Original Course Date: 06-22-2009
      On-Demand Release Date: Available Now
      Approved Credit:
      Help Your Clients to Have a Successful Probate Experience
      Taking an estate through probate in a timely manner ties up loose ends and helps families gain closure when a loved one dies. There are many duties to fulfill, and bereaved clients are counting on your firm to keep the process moving and keep them up to date on the situation. Do you know the best way to be instrumental in these increasingly complex situations? Don't wait until you're asked to work on your next probate case to find out.
      At this targeted seminar, our experienced faculty will take you through the probate process. After attending, you will be able to Identify the duties involved in the estate administration process so you can provide assistance when it's needed. Properly deal with elective shares to ensure that the surviving spouse's needs are taken care of. Gain an understanding of intestate laws so you can handle situations when there's no will. Enhance your effectiveness with tips for assisting with closing the estate. Help bring closure to families going through this difficult time – enroll today!  
      • Deal with administrative duties by helping with creditor claims and estate cash management.
      • Understand how to distinguish between privileged and non-privileged communications.
      • Fulfill your role in preparing the distribution of the estate to beneficiaries.
      Formats Available: Streaming
      Original Course Date: 06-22-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 3 hours Total General Hours, 0.5 hours Including Ethics  NFPA: 3 hours Total General Hours, 0.5 hours Including Ethics  
       

      Help Your Clients to Have a Successful Probate Experience

      Taking an estate through probate in a timely manner ties up loose ends and helps families gain closure when a loved one dies. There are many duties to fulfill, and bereaved clients are counting on your firm to keep the process moving and keep them up to date on the situation. Do you know the best way to be instrumental in these increasingly complex situations? Don't wait until you're asked to work on your next probate case to find out.

      At this targeted seminar, our experienced faculty will take you through the probate process. After attending, you will be able to file documents in probate court and form good working relationships with executors or administrators. Confidently prepare and file the inventory and troubleshoot common problems you may encounter. Help bring closure to families going through this difficult time – enroll today!  

      • Receive a complete estate timetable so you know what needs to be done – and when.
      • Discover how to handle the removal of an executor or administrator if issues of misconduct arise.
      Assist the attorney with collecting, maintaining and managing assets during inventory preparation.
      Formats Available: Streaming
      Original Course Date: 06-22-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 3 hours Total General Hours  NFPA: 3 hours Total General Hours  

      Properly Administer Estates by Knowing the Why Behind the Procedures

       

      Whenever a person dies, his or her estate needs to be collected, managed and distributed as outlined in both state and federal law. Do you have a clear understanding of the myriad of requirements that must be followed? Join us and gain a comprehensive understanding of the estate administration process so you can easily organize and manage your responsibilities. Whether you are new to the proceedings or you are in need of a refresher, this course will provide you with practical knowledge you can put to work immediately.

      Formats Available: Streaming
      Original Course Date: 10-15-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 3 hours Total General Hours, 1 hours Including Ethics  NFPA: 3 hours Total General Hours, 1 hours Including Ethics  OHPA: 3 hours Total General Hours, 1 hours Including Ethics  

      Properly Administer Estates by Knowing the Why Behind the Procedures

       

      Whenever a person dies, his or her estate needs to be collected, managed and distributed as outlined in both state and federal law. Do you have a clear understanding of the myriad of requirements that must be followed? Join us and gain a comprehensive understanding of the estate administration process so you can easily organize and manage your responsibilities. Whether you are new to the proceedings or you are in need of a refresher, this course will provide you with practical knowledge you can put to work immediately.

      Formats Available: Streaming
      Original Course Date: 10-15-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 6 hours Total General Hours, 1 hours Including Ethics  NFPA: 6 hours Total General Hours, 1 hours Including Ethics  OHPA: 6 hours Total General Hours, 1 hours Including Ethics  

      Properly Administer Estates by Knowing the Why Behind the Procedures

       

      Whenever a person dies, his or her estate needs to be collected, managed and distributed as outlined in both state and federal law. Do you have a clear understanding of the myriad of requirements that must be followed? Join us and gain a comprehensive understanding of the estate administration process so you can easily organize and manage your responsibilities. Whether you are new to the proceedings or you are in need of a refresher, this course will provide you with practical knowledge you can put to work immediately.

      Formats Available: Streaming
      Original Course Date: 10-15-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 3 hours Total General Hours  NFPA: 3 hours Total General Hours  OHPA: 3 hours Total General Hours  
      Event Description:

      Forestall Allegations of Impropriety With Our Proactive Methods Legal malpractice claims filed by former clients are on the rise. Are you doing everything you can to head off trouble? Our experienced faculty will share their savvy, proactive strategies and techniques to help you protect yourself. Don't risk your reputation - enroll today!

      Agenda/ Content Covered

    • Ask Questions to Profile "Problem Clients"
    • Have a System in Place to Avoid Conflicts of Interest
    • Once a Client is Accepted - Identify the Scope of Engagement in a Letter
    • Avoid Engagements Outside the Attorney's Area of Legal Knowledge
    • Throughout the Course of the Engagement - Manage the Client's Expectations
    • Maintain Constant Communication With the Client
    • Context of the Engagement - Avoid Aiding and Abetting Claims
    • Do Not Take on More Cases Than You Can Handle
    • Use a Firm Calendar
    • Provide Adequate Supervision to Associates and Support Staff
    • Avoid Fee Disputes
    • Periodically Reacquaint Yourself With the Rules of Professional Conduct


    • Level: 12 Steps to Avoid Being Sued for Legal Malpractice
      Formats Available: Streaming
      Original Course Date: 12-22-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 1 hours Total General Hours, 1 hours Including Ethics  NFPA: 1 hours Total General Hours, 1 hours Including Ethics  NM Bar: 1 hours Ethics  NCPA: 1 hours Total General Hours, 1 hours Including Professional Responsibility  FLRPA: 1 hours Total General Hours, 1 hours Including Ethics  OHPA: 1 hours Total General Hours, 1 hours Including Ethics  CAP: 1 hours Total General Hours  
      While ethical rules and guidelines seem very straightforward, putting them into practice can cause you to encounter any number of ethical conundrums. Discover how to better modify your current practices by taking a closer look at actual workplace examples and decisions by professional ethics committees.

      Agenda/ Content Covered
      • Ethics Defined
      • Competence
      • UPL
      • Confidentiality
      • Conflicts of Interest
      • Code of Ethics
      Formats Available: Streaming, Live Webcast
      Original Course Date: 02-25-2010
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 1 hours Total General Hours, 1 hours Including Ethics  NFPA: 1 hours Total General Hours, 1 hours Including Ethics  NM Bar: 1 hours Ethics  NCPA: 1 hours Total General Hours, 1 hours Including Professional Responsibility  FLRPA: 1 hours Total General Hours, 1 hours Including Ethics  OHPA: 1 hours Total General Hours, 1 hours Including Ethics  CAP: 1 hours Total General Hours  
      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
      Original Course Date: 07-21-2009
      Approved Credit:
      Product Description:

      Many ethical issues have strong warning signs – if you know how to recognize them. Experienced professionals know that probate can be rife with ethical problems because of the close working relationship that paralegals often have with clients. Avoid serious ethical conundrums by becoming comfortable with your duties and obligations. From the comfort of your desk, you can discover what to look out for. Don't allow your firm to become vulnerable to malpractice claims – Order today!

      Agenda/ Content Covered

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


      Level: Basic

      Formats Available: Streaming
      Original Course Date: 11-13-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 1 hours Total General Hours, 1 hours Including Ethics  NFPA: 1 hours Total General Hours, 1 hours Including Ethics  NM Bar: 1 hours Ethics  NCPA: 1 hours Total General Hours, 1 hours Including Professional Responsibility  FLRPA: 1 hours Total General Hours, 1 hours Including Ethics  OHPA: 1 hours Total General Hours, 1 hours Including Ethics  
      When representing a governmental entity, paralegals are often presented with difficult situations concerning the public-at-large and individual officers/employees of the governmental entity.  Often these situations are contrary to the best interest of the client.  Discover ways to recognize situations that present a conflict and examine guidelines on how to resolve those situations.

      Agenda/ Content Covered
      • Who is the Client?
      • Dealing With the Public
      • Conflicts of Interest
      Formats Available: Streaming, Live Webcast
      Original Course Date: 02-23-2010
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 1 hours Total General Hours, 1 hours Including Ethics  NFPA: 1 hours Total General Hours, 1 hours Including Ethics  NM Bar: 1 hours Ethics  NCPA: 1 hours Total General Hours, 1 hours Including Professional Responsibility  FLRPA: 1 hours Total General Hours, 1 hours Including Ethics  OHPA: 1 hours Total General Hours, 1 hours Including Ethics  
      Product Description:

      When focusing so strongly on the issues and tasks related to a case, you may find yourself embroiled in an ethical dilemma that you did not even see coming. Exposing your attorney, and yourself, to malpractice or other liability can have a significant impact on your firm. Invest the time you need to avoid putting yourself in these situations and ultimately making you a stronger part of the legal team. From the convenience of your desk, discover how to keep one eye on the ethical rules as your perform your daily work – order today!

      Agenda/ Content Covered
      • Rules That Apply to Paralegals - What Rules?
      • Practical Ways to Protect Yourself and Your Attorney
      • What to Do When You or Someone Else Has Violated an Ethical Rule

      Level: Basic
      Formats Available: Streaming
      Original Course Date: 08-14-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 1 hours Total General Hours, 1 hours Including Ethics  NFPA: 1 hours Total General Hours, 1 hours Including Ethics  NM Bar: 1 hours Ethics  NCPA: 1 hours Total General Hours, 1 hours Including Professional Responsibility  FLRPA: 1 hours Total General Hours, 1 hours Including Ethics  OHPA: 1 hours Total General Hours, 1 hours Including Ethics  
      Event Description:

      When you live in an area where many people know one another, or you have less than the proverbial "six degrees of separation", ethical issues can become even trickier. Take a closer look at scenarios that you may encounter and examine potential solutions.

      Agenda/ Content Covered

    • The Need for Paralegals to Keep a Conflict File
    • Addressing the Issues of Conflict When Moving Between Firms
    • What to Do When Friends and Relatives Ask "Legal Questions"
    • Talking About a Case at Home: Your Family Knows the Players
    • What to Do When You See Your Clients Out in the Community
    • When Paralegals Are Asked to Serve Jury Duty


    • Level: Basic-Intermediate
      Formats Available: Streaming
      Original Course Date: 12-16-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 1 hours Total General Hours, 1 hours Including Ethics  NFPA: 1 hours Total General Hours, 1 hours Including Ethics  NM Bar: 1 hours Ethics  NCPA: 1 hours Total General Hours, 1 hours Including Professional Responsibility  FLRPA: 1 hours Total General Hours, 1 hours Including Ethics  OHPA: 1 hours Total General Hours, 1 hours Including Ethics  


      Event Description:

      Overcome Ethical Challenges in All Aspects of Real Estate Law

      Our dynamic legal briefing will provide you with a fantastic opportunity to discuss the most pressing ethical issues concerning attorneys in real estate practice. Don't risk inadvertently jeopardizing your license - gain simple, practical tips for resolving tough ethical dilemmas and fulfilling your obligations as counsel. Register today!

      Agenda/ Content Covered

      Clients and Conflicts
    • Determining Who Your Client Is - Multiple Clients and Organizational Clients
    • Special Responsibilities to Sellers, Borrowers, Other Parties
    • Avoiding Conflicts of Interest; Informed Consent

    • Client Information, Confidentiality and Communications
    • Engagement Letters
    • Due Diligence and Checklists
    • Opinions of Counsel, Assumptions and Qualifications
    • Disclosure of Defects in Property - The Lawyer's Obligations and the Seller's Obligations
    • Criminal Conduct and Fraud

    • Money, Fiduciary Duties and Counsel Fees
    • Escrow, Closing and Post-Closing Procedures
    • Maintaining Security Deposits and Trust Accounts
    • Managing Non-Lawyer Support Staff and Ethical Conduct
    • Fee Agreements: Avoiding and Settling Attorneys' Fees Disputes
    • Formats Available: Streaming, Live Webcast
      Original Course Date: 12-29-2009
      On-Demand Release Date: Available Now
      Approved Credit: NM Bar: 1 hours Ethics  NCPA: 1 hours Total General Hours, 1 hours Including Professional Responsibility  FLRPA: 1 hours Total General Hours, 1 hours Including Ethics  
      Paralegals who work for in-house legal departments face unique challenges that their colleagues in law firms may never encounter. Discover how to manage working side-by-side with clients who are also your peers and avoid potentially sticky ethical conundrums.

      Agenda/ Content Covered
      • Working With Your Clients When They Are Your Peers
      • Email Etiquette
      • When You Know Too Much
      • Working With Senior Level Executives 
      Formats Available: Streaming
      Original Course Date: 01-29-2010
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 1 hours Total General Hours, 1 hours Including Ethics  NFPA: 1 hours Total General Hours, 1 hours Including Ethics  NM Bar: 1 hours Ethics  FLRPA: 1 hours Total General Hours, 1 hours Including Ethics  OHPA: 1 hours Total General Hours, 1 hours Including Ethics  
      Event Description:

      Ethical issues can arise in all cases, but each area of specialization also has its own unique concerns. Discover practical ways to address ethical conundrums you may encounter while handling personal injury cases.

      Agenda/ Content Covered


    • Rules of Professional Conduct
    • The Tripartite Relationship Among Insured, Insurer and Counsel
    • Conflicts of Interest
    • Attorneys' Fees and Charges
    • Dealing With the "Excess Claim"
    • Formats Available: Streaming
      Original Course Date: 10-13-2009
      On-Demand Release Date: Available Now
      Approved Credit:
      Technology, business practices and client communication is changing at an increasingly rapid pace and often the laws do not keep up with what is going on in practice. In today's complex legal environment, knowing how to anticipate and avoid potential ethical problems is vital because no one is immune to disciplinary actions. Our experienced faculty will offer practical advice on everyday, as well as new approaches to, ethical issues arising from common legal practices.

      Receive solid guidance on:

    • 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
      Original Course Date: 08-24-2009
      Approved Credit: NALA: 3 hours Total General Hours, 3 hours Including Ethics  NFPA: 3 hours Total General Hours, 3 hours Including Ethics  NM Bar: 3 hours Ethics  NCPA: 3 hours Total General Hours, 3 hours Including Professional Responsibility  FLRPA: 3 hours Total General Hours, 3 hours Including Ethics  OHPA: 3 hours Total General Hours, 3 hours Including Ethics  
      Litigation Ethics  $129 MORE INFO
      Event Description:

      Solve the Most Common Ethical Dilemmas of Trial Practice You're not expecting to find yourself standing before an ethics board, but are you confident that you won't inadvertently cross that ethical line? This course will help you avoid coming before disciplinary boards and safeguard against accusations of impropriety. Register today!


      Agenda/ Content Covered

      • Duties to the Client
                o Competence/Diligence
                o Confidentiality
                o Communication
                o Conflicts
                o Withdrawal

      • Duties to the Court and Adversary
                o Required Disclosures
                o Claims and Assertions
                o Behavior and Conduct

      • Duties to Third Parties

      Formats Available: Streaming
      Original Course Date: 12-11-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 1 hours Total General Hours, 1 hours Including Ethics  NFPA: 1 hours Total General Hours, 1 hours Including Ethics  NM Bar: 1 hours Ethics  NCPA: 1 hours Total General Hours, 1 hours Including Professional Responsibility  FLRPA: 1 hours Total General Hours, 1 hours Including Ethics  OHPA: 1 hours Total General Hours, 1 hours Including Ethics  CAP: 1 hours Total General Hours  
      Be Aware of the New Tax Return Preparer Standards or Beware the Consequences
      Product Description:
      The Small Business and Work Opportunity Tax Act of 2007 substantially expanded the responsibilities of preparers and increased penalties for non-compliance. The IRS and the Department Of Treasury have issued pronouncements and guidance concerning the application of Section 6694(a) as revised by the Act so as to give immediate guidance for signing and non-signing tax preparers. Receive the guidance you need to avoid potential ethical missteps.

      Agenda:

    • How the New Standards and Regulations Affect Your Practice: Standards and Sanctions

    • Relationship Between New Section 6694 and Circular 230 Ethics Rules

    • Coping With the "More Likely Than Not" Standard

    • What is Adequate Disclosure?

    • Connection With "Reasonable Cause" Outs Under Various Tax Provisions

    • What is a Non-Signing Tax Preparer?

    • Steps You Need to Take to Comply


    • Level:
      Intermediate
      Formats Available: Streaming
      Original Course Date: 05-20-2009
      On-Demand Release Date: Available Now
      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  
      Event Description:

      Protect Your Career With Our Proactive Methods

      You've spent years building your educational arsenal, your professional and personal integrity, and a successful career, but are you shielding yourself adequately from legal malpractice? You have malpractice insurance, but it only protects you so far. The rest is up to you. Don't risk career-destroying accusations of malpractice. Get the information you need by enrolling in this informative seminar today!

      Agenda/ Content Covered

      I. RECOGNIZING AREAS OF POTENTIAL LEGAL MALPRACTICE
    • How to Identify Routine Errors
    • The More Esoteric Malpractice
    • The New, Expanding Third-Party Practice

    • II. HOW TO AVOID BEING THE TARGET OF A LEGAL MALPRACTICE CLAIM
    • Screening the Case and Client
    • Scope of Retention
    • Effective Communication With Clients
    • Time Limitation
    • How to Implement Internal Controls in the Office
    • Only Taking Cases You Are Competent to Handle

    • III. ACKNOWLEDGING THIS CAN HAPPEN TO ME
      Formats Available: Streaming, Live Webcast
      Original Course Date: 12-30-2009
      On-Demand Release Date: Available Now
      Approved Credit: NM Bar: 1 hours Ethics  NCPA: 1 hours Total General Hours, 1 hours Including Professional Responsibility  FLRPA: 1 hours Total General Hours, 1 hours Including Ethics  
      Event Description:

      When working with a client, it is easy to find yourself in a situation that is rife with the potential for an ethical breach. Discover how to address tricky situations arising from common problems.

      Agenda/ Content Covered

    • Ethical Rules Governing Paralegal Conduct
    • Client Confidentiality
    • Unauthorized Practice Of Law
    • The Obligation To Act Honestly And Proper Notarization Practices
    • Ethical Issues Unique To Litigation Settings
    • Conflicts Of Interest
    • Trust Accounts
    • Improper Solicitation
    • Requirements Regarding Lawyers' Professional Independence


    • Level: Basic-Intermediate
      Formats Available: Streaming
      Original Course Date: 12-01-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 1 hours Total General Hours, 1 hours Including Ethics  NFPA: 1 hours Total General Hours, 1 hours Including Ethics  NM Bar: 1 hours Ethics  NCPA: 1 hours Total General Hours, 1 hours Including Ethics  FLRPA: 1 hours Total General Hours, 1 hours Including Ethics  OHPA: 1 hours Total General Hours, 1 hours Including Ethics  
      Event Description:

      Fulfill your special credit requirements - and come away with useful techniques. This insightful course offers an in-depth analysis of one of the most sensitive problems troubling legal professionals today - substance abuse. Review the common causes and contributing factors in alcoholism and stimulants addiction and learn practical techniques for their detection and prevention. Register today!

      Agenda/ Content Covered

    • Some Functional Definitions of Addiction
    • Primary Classifications of Substance
    • Performance-Enhancing Drug Abuse
    • Alcoholism in the Legal Profession
    • Spotting Signs and Symptoms of Various Types of Substance Abuse
    • What do We Mean When We Say it's a Disease?
    • Ultimate Personal and Professional Costs of Doing Nothing
    • Avoiding Treatment... Why?
    • Promoting Recovery


    • Formats Available: Streaming
      Original Course Date: 12-03-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 1 hours Total General Hours, 1 hours Including Ethics  NM Bar: 1 hours Ethics  NCPA: 1 hours Total General Hours, 1 hours Including Professional Responsibility  FLRPA: 1 hours Total General Hours, 1 hours Including Ethics  OHPA: 1 hours Total General Hours, 1 hours Including Ethics  CAP: 1 hours Total General Hours  
      Agenda:

      ·         Preparing the Client for Deposition and Trial

      ·         Expert Witnesses

      o        Ways to Locate a Qualified Expert

      o        Expert Interrogatories

      o        Communication With the Expert Witness

      ·         Lay Witnesses

       

      Product Description: 

      Witnesses can be a key factor in supporting your legal team’s case theory. Receive practical information on how you, as a paralegal, can help to effectively prepare and keep your witnesses focused throughout the trial process.

       

      Formats Available: Streaming
      Original Course Date: 01-14-2009
      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  
      Event Description:

      One of the most difficult, and most contentious, aspects of the divorce process is the division of assets and debts. Discover the best way to proceed, especially when dealing with long term issues.

      Agenda/ Content Covered

    • Factoring in Prenuptial and Postnuptial Agreements
    • Marital Property - What Is It?
    • Marital Debt
    • Valuation Issues
    • Retirement, Employer Benefits and Insurance
    • Modification and Enforcement of Asset Distribution


    • Level: Basic
      Formats Available: Streaming
      Original Course Date: 11-10-2009
      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  
      Event Description:

      The changing economy has lead many practitioners to consider diversifying their practice areas. If you have been asked to take on responsibilities in the family law area, get the practical information you need to handle these cases correctly.

      Agenda/ Content Covered

    • Introduction to Family Law
    • Drafting
    • Discovery
    • Preparing for Mediation
    • Preparing for Trial
    • Closing Matters
    • Formats Available: Streaming
      Original Course Date: 02-02-2010
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 1 hours Total General Hours  NFPA: 1 hours Total General Hours  NM Bar: 1 hours Total General Hours  NCPA: 1 hours Total General Hours  FLRPA: 1 hours Total General Hours  OHPA: 1 hours Total General Hours  
      Agenda:
    • Petition for Visitation
    • Petition for Custody
    • Motion for a Change of Custody or Visitation
    • Questions of Paternity
    • Formats Available: Streaming
      Original Course Date: 06-23-2009
      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  
      Effective law office management requires a careful balance between the needs of the clients and of the firm. Those who master the key skills of productivity and efficiency can help their firm flourish. Discover how to utilize your current staff by setting goals for individuals and departments, as well as successfully evaluating both firm and client needs.

      Agenda/ Content Covered
      • Defining Your Role
      • Evaluating the Needs
      • Changing Hats Mid-Stream
      • Keys to Success 
      Formats Available: Streaming
      Original Course Date: 02-17-2010
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 1 hours Total General Hours  NFPA: 1 hours Total General Hours  FLRPA: 1 hours Total General Hours  OHPA: 1 hours Total General Hours  
       Event Description:

      Practical Skills and Techniques That Will Save Your Firm Time and Money
      Taking on administrative tasks in addition to your regular paralegal duties requires a delicate balance. Unfortunately, there is only one of you, so you need all the techniques you can get to stay on top of the game. Now you can get the knowledge and skills you need to wear your many hats effectively. This compelling seminar is led by experienced practitioners who have faced - and conquered - the challenges you're asked to tackle. You'll receive nuts-and-bolts practices for managing the workload and implementing proven systems you can use to keep it all together.


      Agenda/ Content Covered

       
      1. FINANCIAL MANAGEMENT
        ( 60 minutes – Kristie Collier)
        1. Basic Accounting Information You Need to Know
        2. Timekeeping and Billing Systems
        3. Client Trust Funds
        4. Legal Fees, Billing Statements and Collection Procedures
        5. Budgeting and Account Management

       

       

      1. LEGAL ADMINISTRATION AND TECHNOLOGY
        ( 60 minutes – Gail Bailey)
        1. Basic Hardware Needs of the Law Office
        2. Factors to Consider When Evaluating Software and Related Information Management Systems
        3. Leveraging Technology for Maximum Productivity

       

       

      1. AVOIDING ETHICAL DILEMMAS
        ( 60 minutes – Kevin O. Fogle)
        1. Professional Responsibility
        2. Avoiding Unauthorized Practice of Law
        3. Conflicts of Interest
      Formats Available: Streaming
      Original Course Date: 12-04-2009
      Approved Credit: NALA: 3 hours Total General Hours, 1 hours Including Ethics  NFPA: 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  
      Event Description:

      Practical Skills and Techniques That Will Save Your Firm Time and Money

      Taking on administrative tasks in addition to your regular paralegal duties requires a delicate balance. Unfortunately, there is only one of you, so you need all the techniques you can get to stay on top of the game. Now you can get the knowledge and skills you need to wear your many hats effectively. This compelling seminar is led by experienced practitioners who have faced - and conquered - the challenges you're asked to tackle. You'll receive nuts-and-bolts practices for managing the workload and implementing proven systems you can use to keep it all together.


      Agenda/ Content Covered


       Morning       

          
      1. GENERAL LAW OFFICE ADMINISTRATION
        ( 90 minutes – Tenitra Adams)
        1. Law Office Management Principles
        2. Roles and Responsibilities Within Your Organizational Structure
        3. Management of Day-to-Day Operations  
        4. Operational Systems Setup and Management

       

      1. MANAGING PEOPLE INSIDE AND OUTSIDE THE FIRM
        ( 90 minutes – Shana Elliott)
        1. Facilitating a Professional, Productive Office Environment
        2. Personnel Policies: What Works and What Doesn't
        3. How to Effectively Supervise and Counsel Support Staff
        4. Conflict Management and Dispute Mediation
        5. Office Communication Issues
        6. Client Relations
        7. Marketing the Firm – What is Your Role?

      Afternoon

      1. FINANCIAL MANAGEMENT
        ( 60 minutes – Kristie Collier)
        1. Basic Accounting Information You Need to Know
        2. Timekeeping and Billing Systems
        3. Client Trust Funds
        4. Legal Fees, Billing Statements and Collection Procedures
        5. Budgeting and Account Management

       

      1. LEGAL ADMINISTRATION AND TECHNOLOGY
        ( 60 minutes – Gail Bailey)
        1. Basic Hardware Needs of the Law Office
        2. Factors to Consider When Evaluating Software and Related Information Management Systems
        3. Leveraging Technology for Maximum Productivity

       

      1. AVOIDING ETHICAL DILEMMAS
        ( 60 minutes – Kevin O. Fogle)
        1. Professional Responsibility
        2. Avoiding Unauthorized Practice of Law
        3. Conflicts of Interest
      Formats Available: Streaming
      Original Course Date: 12-04-2009
      Approved Credit: NALA: 6 hours Total General Hours, 1 hours Including Ethics  NFPA: 6 hours Total General Hours, 1 hours Including Ethics  NM Bar: 5 hours Total General Hours, 1 hours Ethics  NCPA: 6 hours Total General Hours, 1 hours Including Professional Responsibility  FLRPA: 6 hours Total General Hours, 1 hours Including Ethics  OHPA: 6 hours Total General Hours, 1 hours Including Ethics  
      Event Description:

      Practical Skills and Techniques That Will Save Your Firm Time and Money
      Taking on administrative tasks in addition to your regular paralegal duties requires a delicate balance. Unfortunately, there is only one of you, so you need all the techniques you can get to stay on top of the game. Now you can get the knowledge and skills you need to wear your many hats effectively. This compelling seminar is led by experienced practitioners who have faced - and conquered - the challenges you're asked to tackle. You'll receive nuts-and-bolts practices for managing the workload and implementing proven systems you can use to keep it all together.


      Agenda/ Content Covered


        1. GENERAL LAW OFFICE ADMINISTRATION
          ( 90 minutes – Tenitra Adams)
          1. Law Office Management Principles
          2. Roles and Responsibilities Within Your Organizational Structure
          3. Management of Day-to-Day Operations  
          4. Operational Systems Setup and Management

         

        1. MANAGING PEOPLE INSIDE AND OUTSIDE THE FIRM
          ( 90 minutes – Shana Elliott)
          1. Facilitating a Professional, Productive Office Environment
          2. Personnel Policies: What Works and What Doesn't
          3. How to Effectively Supervise and Counsel Support Staff
          4. Conflict Management and Dispute Mediation
          5. Office Communication Issues
          6. Client Relations
          7. Marketing the Firm – What is Your Role?
      Formats Available: Streaming
      Original Course Date: 12-04-2009
      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  
      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
      Original Course Date: 11-11-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 1 hours Total General Hours, 1 hours Including Ethics  NFPA: 1 hours Total General Hours, 1 hours Including Ethics  NM Bar: 1 hours Ethics  NCPA: 1 hours Total General Hours, 1 hours Including Ethics  FLRPA: 1 hours Total General Hours, 1 hours Including Ethics  OHPA: 1 hours Total General Hours, 1 hours Including Ethics  CAP: 1 hours Total General Hours  
      Set yourself apart in this increasingly competitive market - Take an individual audio webcast, or the entire webcast series, to gain the best strategies for handling specific responsibilities.

      Enroll in whole series for the discounted rate of $319, a savings over taking each program individually. To receive your discount, call our online learning customer service department at 1-866-702-3278.

      To view or purchase other parts to this series click on the links below:


      Law Office Management: The Paralegal's Guide to General Law Office Administration - July 22, 2009
      Law Office Management: 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
      Original Course Date: 10-21-2009
      Approved Credit:
      Set yourself apart in this increasingly competitive market - Take an individual audio webcast, or the entire webcast series, to gain the best strategies for handling specific responsibilities.

      Enroll in whole series for the discounted rate of $319, a savings over taking each program individually. To receive your discount, call our online learning customer service department at 1-866-702-3278.

      To view or purchase other parts to this series click on the links below:


      Law Office Management: The Paralegal's Guide to 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
      Original Course Date: 09-16-2009
      Approved Credit:
      Set yourself apart in this increasingly competitive market - Take an individual audio webcast, or the entire webcast series, to gain the best strategies for handling specific responsibilities.

      Enroll in whole series for the discounted rate of $319, a savings over taking each program individually. To receive your discount, call our online learning customer service department at 1-866-702-3278.

      To view or purchase other parts to this series click on the links below:


      Law Office Management: The Paralegal's Guide to Managing People Inside and Outside the Firm - August 19, 2009
      Law Office Management: Financial Management for the Paralegal - September 16, 2009
      Law Office Management: Exploring Legal Administration and Technology for Paralegals - October 21, 2009
      Law Office Management: Avoiding Ethical Dilemmas for Paralegals - November 11, 2009

      Agenda:

       

      ·         Law Office Management Principles

      ·         Roles and Responsibilities Within Your Organizational Structure

      ·         Management of Day-to-Day Operations

      o        Setting and Balancing Priorities

      o        Allocation of Resources

      o        How to Utilize Delegation Properly

      o        Time Management Strategies

      ·         Operational Systems Setup and Management

      o        Case Management Systems

      o        Calendaring and Docket Control Systems

      o        Records Management and Retention

      o        Security, Encryption and Disaster Recovery


      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
      Original Course Date: 07-22-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 1 hours Total General Hours  FLRPA: 1 hours Total General Hours  OHPA: 1 hours Total General Hours  
      Set yourself apart in this increasingly competitive market - Take an individual audio webcast, or the entire webcast series, to gain the best strategies for handling specific responsibilities.

      Enroll in whole series for the discounted rate of $319, a savings over taking each program individually. To receive your discount, call our online learning customer service department at 1-866-702-3278.

      To view or purchase other parts to this series click on the links below:


      Law Office Management: The Paralegal's Guide to General Law Office Administration - July 22, 2009
      Law Office Management: Financial Management for the Paralegal - September 16, 2009
      Law Office Management: Exploring Legal Administration and Technology for Paralegals - October 21, 2009
      Law Office Management: Avoiding Ethical Dilemmas for Paralegals - November 11, 2009

      Agenda:

    • 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
      Original Course Date: 08-19-2009
      Approved Credit:
      • Qualifies for 2.5 hours of continuing legal assistant education, including 1.0 hour of ethics credit by the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc.

      • Approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 2.25 hours of Continuing Legal Education, including 1.0 hour of ethics.

      • This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 2.25 hours, of which 1.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.

      • This course will qualify for 2.5 hours of continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Florida Registered Paralegal Program as outlined in Rule 20 of The Florida Bar.

      • This course will qualify for 2.5 hours of continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

      • Approved by the Paralegal Division of the State Bar of New Mexico for 1.5 general and 1.0 ethics (for a total of 2.5 hours CLE).
      Formats Available: Streaming
      Original Course Date: 01-16-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 2.5 hours Total General Hours, 1 hours Including Ethics  NFPA: 2.25 hours Total General Hours, 1 hours Including Ethics  NM Bar: 1.5 hours Total General Hours, 1 hours Ethics  NCPA: 1 hours Total General Hours, 2.25 hours Including Ethics  FLRPA: 2.5 hours Total General Hours, 1 hours Including Ethics  OHPA: 2.5 hours Total General Hours, 1 hours Including Ethics  
      • Qualifies for 4.5 hours of continuing legal assistant education, including 1.0 hour of ethics credit by the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc.

      • Approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 4.25 hours of Continuing Legal Education, including 1.0 hour of ethics.

      • This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 4.25 hours, of which 1.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.

      • This course will qualify for 4.5 hours of continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Florida Registered Paralegal Program as outlined in Rule 20 of The Florida Bar.

      • This course will qualify for 4.5 hours of continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

      • Approved by the Paralegal Division of the State Bar of New Mexico for 3.5 general and 1.0 ethics (for a total of 4.5 hours CLE).
      Formats Available: Streaming
      Original Course Date: 01-16-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 4.5 hours Total General Hours, 1 hours Including Ethics  NFPA: 4.25 hours Total General Hours, 1 hours Including Ethics  NM Bar: 3.5 hours Total General Hours, 1 hours Ethics  NCPA: 4.25 hours Total General Hours, 1 hours Including Professional Responsibility  FLRPA: 4.5 hours Total General Hours, 1 hours Including Ethics  OHPA: 4.5 hours Total General Hours, 1 hours Including Ethics  
      • Qualifies for 2.0 hours of continuing legal assistant education, including 0.0 hour of ethics credit by the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc.

      • Approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 2.0 hours of Continuing Legal Education.

      • This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 2.0 hours, of which 0.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.

      • This course will qualify for 2.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Florida Registered Paralegal Program as outlined in Rule 20 of The Florida Bar.

      • This course will qualify for 2.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

      • Approved by the Paralegal Division of the State Bar of New Mexico for 2.0 general and 0.0 ethics (for a total of 2.0 hours CLE).
      Formats Available: Streaming
      Original Course Date: 01-16-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 2 hours Total General Hours  NFPA: 2 hours Total General Hours  NM Bar: 2 hours Total General Hours  NCPA: 2 hours Total General Hours  FLRPA: 2 hours Total General Hours  OHPA: 2 hours Total General Hours  
      Product Description:
      When everyone on the team is on the same page, managing workloads becomes much easier. Take a closer look at how developing a ‘big picture' plan will serve you not only on your current case, but on every one going forward.

      Agenda:
    • Creating a Plan for Success
    • Case Management: Keeping Your Case Organized and Tracking Deadlines
    • Resource Management: People, Places and Things
    • System Development: Processes for Efficiency
    • Being the Team Leader


    • Level:
      Intermediate
      Formats Available: Streaming
      Original Course Date: 05-20-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 1 hours Total General Hours  NFPA: 1 hours Total General Hours  NM Bar: 1 hours Total General Hours  NCPA: 1 hours Total General Hours  FLRPA: 1 hours Total General Hours  OHPA: 1 hours Total General Hours  
      AGENDA
      • Identifying the Issues

      • Sources of Law

      • Finding the Law

      • Internet Research

      • Case Law and Case Briefing

      • Distinguishing Prior Case Law - Recognizing Positive vs. Negative Impact on Your Case

      • Using the IRAC Formula

       

      Formats Available: Streaming
      Original Course Date: 12-03-2008
      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  
      A structured approach to planning and performing your legal research will save time and assure you a more complete product. Discover concrete ways to structure your legal research methods based on the legal question at hand.

      Agenda/ Content Covered
      • Creating Your Research Plan Issue by Issue

      • Before You Start
        • Issue Statement
        • Research Plan or Outline

      • Using IRAC to Structure Your Research
      Formats Available: Streaming
      Original Course Date: 01-22-2010
      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  
      Event Description:
      Being able to communicate effectively in writing and uncover key information when conducting legal research are the linchpins that separate extraordinary paralegals from the rest. Uncover useful hits to propel your legal research and writing skills to new heights.

      Agenda/ Content Covered
      Legal Writing
    • The Goal of Writing
    • The Importance of Grammar and Spelling
    • Informative vs. Persuasive Writing
    • Memos vs. Briefs
    • The Elements of a Motion and a Brief
    • Citations and Quotations
    • 10 Pointers for Effective Brief Writing

      Legal Research
    • Gather Information More Efficiently Through the Use of the Internet
    • Helpful and Informative Websites for Internet Research

      Level:
      Advanced
    • Formats Available: Streaming
      Original Course Date: 09-10-2009
      On-Demand Release Date: Available Now
      Approved Credit: NALA: 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  
      Event Description:

      Narrowing your research to the relevant issues will make the process more efficient and effective. Discover how to determining the scope and search terms will help you to find the pertinent information that you are seeking.

      Agenda/ Content Covered

    • Search Term and Keyword Determination
    • Scope of the Research – Length and Detail as Determined by Attorney


    • Level: Basic-Intermediate
      Formats Available: Streaming
      Original Course Date: 12-08-2009
      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  
      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
      Original Course Date: 08-17-2009
      Approved Credit:
      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
      Original Course Date: 08-17-2009
      Approved Credit:
    • Qualifies for 3.0 hour of continuing legal assistant education credit by the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc.


    • Approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 3.0 hours of Continuing Legal Education.


    • This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 3.0 hours, of which 0.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.


    • This course will qualify for 3.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Florida Registered Paralegal Program as outlined in Rule 20 of The Florida Bar.


    • This course will qualify for 3.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.


    • Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general and 0.0 ethics (for a total of 3.0 hours CLE).
    • Formats Available: Streaming
      Original Course Date: 02-12-2009
      On-Demand Release Date: Available Now
      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