Program Description

A Comprehensive Look at Trial Notebooks and Exhibits

Do you have all the tools necessary to assemble effective trial notebooks and exhibits? This course will arm you with the skills necessary to prepare and organize trial notebooks and exhibits. Identify best practices, make the most of software solutions and avoid mistakes that will have attorneys scrambling. Take your trial notebook and exhibit preparation and organization to the next level - register today!

• Review powerful trial notebook samples and learn top preparation and organization tips.
• Uncover the tips and tactics used for developing effective electronic trial notebooks.
• Understand some of the top trial notebook oversights paralegals make and learn how to avoid them.
• Navigate the evidentiary minefield when compiling exhibits.
• Explore key strategies for presenting trial exhibits using PowerPoint.

Who Should Attend

This intermediate level course is designed to teach attendees how to prepare an effective trial notebooks and exhibits. Those who should attend include:

• Paralegals
• Legal Technicians
• Legal Assistants
• Legal Support Staff

Course Content

1. Preparing and Organizing a Winning Trial Notebook (with/Sample)
2. Electronic Trial Notebooks
3. Trial Notebook Mistakes Paralegals Need to Avoid
4. Exhibit Authentication; Ensuring Compliance with Evidentiary Rules and Avoiding Pitfalls
5. Trial Exhibits: Preparing, Organizing, Maximizing Effectiveness
6. Presenting Trial Exhibits with PowerPoint and Other Software: Paralegal Tips
7. Paralegal Ethics

Continuing Education Credits

California MCLE Paralegal – California MCLE Paralegal: 6.00 *

DPA Delaware Certified Paralegal Program – DPA Delaware Certified Paralegal Program: 6.00 *

Florida Registered Paralegal Program – Florida Registered Paralegal: 6.00 *

Indiana Paralegal CLE – Indiana Paralegal CLE: 6.00 *

Montana CLE Credit for Paralegals – Montana CLE Credit for Paralegals: 6.00 *

National Association of Legal Assistants, Inc. – NALA: 6.00 *

National Federation of Paralegal Associations, Inc. – NFPA: 6.00 *

North Carolina State Bar Board of Paralegal Certification – North Carolina Continuing Paralegal Education: 6.00 *

Ohio Certified Paralegals – Ohio Certified Paralegals: 6.00 *

Paralegal Division of the State Bar of New Mexico – Paralegal Division of the State Bar of New Mexico: 6.00 *

TBLS Paralegal Certification – TBLS Paralegal Certification: 6.00 *

Washington State Paralegal Association – Washington State Paralegal Association: 6.00

* denotes specialty credits

Program Description

Confidently Administer Decedents' Assets in Probate

Administering an estate requires impeccable attention to detail, a firm grasp of probate court procedures and a deep understanding of how assets are held, moved and taxed. This detailed course will help you prepare for any eventuality when probating an estate and provide you with practical forms and pointers. Hone your skills as a paralegal - register today!

• Walk through the probate procedure and get a firm timeline of events.
• Learn what assets are excluded from probate and how to maximize the use of these exceptions.
• Get detailed instructions for handling all forms of real estate ownership in probate.
• Analyze each element of an effective final accounting to prevent reopening estates.

Who Should Attend

This intermediate level course will allow attendees to effectively manage assets in probate. Those who should attend include:

• Paralegals
• Legal Technicians
• Legal Assistants
• Legal Support Staff

Course Content

1. The Probate Process
2. Probate vs. Non-Probate Assets: With Forms and Checklists
3. Real Estate in Probate: Titles, Procedures, Sale and Other Transfers
4. Final Accounting and Tax Returns: Forms, Instructions, Procedures

Continuing Education Credits

California MCLE Paralegal – California MCLE Paralegal: 3.00

DPA Delaware Certified Paralegal Program – DPA Delaware Certified Paralegal Program: 3.00

Florida Registered Paralegal Program – Florida Registered Paralegal: 3.00

Indiana Paralegal CLE – Indiana Paralegal CLE: 3.00

Montana CLE Credit for Paralegals – Montana CLE Credit for Paralegals: 3.00

National Association of Legal Assistants, Inc. – NALA: 3.00

National Federation of Paralegal Associations, Inc. – NFPA: 3.00

North Carolina State Bar Board of Paralegal Certification – North Carolina Continuing Paralegal Education: 3.00

Ohio Certified Paralegals – Ohio Certified Paralegals: 3.00

Paralegal Division of the State Bar of New Mexico – Paralegal Division of the State Bar of New Mexico: 3.00

TBLS Paralegal Certification – TBLS Paralegal Certification: 3.00 *

Washington State Paralegal Association – Washington State Paralegal Association: 3.00

* denotes specialty credits