Washington State Paralegal Association

Upcoming events

    • 11/12/2018
    • 8:00 AM
    • 11/14/2018
    • 5:00 PM
    • WA State Convention Center, 705 Pike St, Seattle 98101

    Register 

    https://www.seattleestateplanningseminar.com/registration_sales.cfm

    For Information and schedule, please go to: www.seattleestateplanningseminar.com


    Fee: $549 (electronic coursebook)

    $599. (paper course book)


    • 11/15/2018
    • 11:00 AM - 2:15 PM
    • Audio Webinar

    REGISTER

    Program Description

    Contract Knowledge to Enhance Your Skillset

    Whether you are looking for a practical primer or new approaches to contract drafting, this course is for you! This insightful course will go through contract law essentials and then build upon that foundation to walk you through effective reviewing and drafting techniques. Learn how to avoid problematic practices that lead to ambiguous and risky contracts. Be a knowledgeable resource for your firm and take your drafting skills to the next level - register today!

    • Understand key contract terminology and definitions of essential legal elements.
    • Build your contract drafting skills with practical checklists and sample language that you can reference later
    • Learn how to effectively review and maintain contracts.
    • Refine your writing: discover what you might be doing wrong and examine how to draft clear and error-free contracts.

    Who Should Attend

    This intermediate level course is designed to give attendees the knowledge they need to effectively draft and assist in the negotiation of business contracts. Those who should attend include:

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

    Course Content

    1. Walking Through Key Business Contracts (with Checklists and Samples)
    2. Drafting General Provisions (with Checklists and Samples)
    3. Reviewing/Maintaining Contracts - Best Practices and Tips
    4. Language Landmines, Problematic Words, Phrases and Other Issues

    Continuing Education Credit

    Washington State Paralegal Association – Washington State Paralegal Association: 3.00 

    Fee: $199.



    • 11/29/2018
    • 10:00 AM - 11:00 AM
    • Audio Webinar

    Register: 

    https://ipe.nbi-sems.com/ProductDetails/Using-Adobe-Acrobat-

    -Effectively-A-Guide-

    for-Paralegals/Audio-

    Webinar/81254ER_TXTXPAREPPL469300000


    Program Description

    Stay Organized and Save Your Firm Time

    In a standard business, the PDF reader is used on a daily basis, but the power of Adobe is in what the professional tools can do. Learn exceptional tips and tricks from knowledgeable faculty, with practical examples. Discover easy ways to remember key tools you will use on a regular basis, including document production, which will pay for itself in time savings to both the firm and the client. Register today!

    • Review document production tools for some of the most common day-to-day tasks. 
    • Learn how to effectively combine and split PDFs.
    • Take a closer look at tips and tricks for editing in Adobe Acrobat Professional.
    • Discuss ways to successfully navigate through text recognition and file conversion.


    Who Should Attend

    This intermediate-to-advanced level course will help attendees to develop a better understanding of tools essential for paralegal's everyday work with PDFs, including Bates numbering and advanced editing. Those who should attend include:

    • Paralegals
    • Legal Assistants
    • Legal Support Staff


    Course Content

    • Document Production Tools: Bates Numbering, Redaction, Header/Footer Designations, Stamping
    • Combining PDFs (Including Creating Portfolios and Bookmarks) and Splitting PDFs
    • Advanced Editing
    • Text Recognition and File Conversion
    • 11/30/2018
    • 8:30 AM - 4:40 PM
    • Hampton Inn, 2010 S Assembly Rd, Spokane, WA 99224

    REGISTER https://www.nbi-sems.com/ProductDetails/The-Probate-Process-From-Start-to-Finish/Seminar/80614ER?N=63995

    Program Description

    Your Fundamental Guide to Probate 

    So your client wants you to handle a probate case - do you know where to start? Do you know the proper procedures to use, as well as the law? At this seminar, our experienced faculty will give you detailed, step-by-step information to confidently and ably navigate the system. Enroll today! 

    • Get a step-by-step walkthrough of a probate case complete with practice tips from seasoned practitioners. 
    • Implement a complete estate timetable in order to know what needs to be done - and when. 
    • Effectively guide the executor and the administrator through their various duties. 
    • Avoid problems arising from creditors' claims and insolvency with our powerful strategies. 
    • Forestall disagreements between beneficiaries: adhere to the guidelines of precedence in case of intestacy. 
    • Get results for your client! Explore successful strategies for litigating in probate court. 
    • Follow thorough closing procedures so accounting is complete before distribution takes place. 

    Who Should Attend

    This basic level seminar will provide those who have limited probate experience with tips on successfully handling a probate case. This comprehensive seminar will benefit: 

    • Attorneys 
    • Paralegals 
    • Accountants 
    • Tax preparers
    • Trust officers 
    • Financial planners 
    • Estate planners 

    Course Content

    1. Taking the First Step: Filing an Estate in Probate Court
    2. Managing the Inventory
    3. Maintaining an Ethical Balance in Probate Practice
    4. Administering the Estate Effectively
    5. Uncovering the Laws of Intestacy and How They May Apply
    6. TEDRA: An Alternative to Estate Litigation
    7. Putting the Case to Rest: Closing the Estate

    Continuing Education Credit

    Continuing Legal Education – CLE: 6.75 *

    Washington State Paralegal Association – WA Paralegal Association: 6.50 

    FEE: $349.

    • 12/04/2018
    • 11:00 AM - 12:00 PM
    • Audio Webinar

    Register: https://ipe.nbi-

    sems.com/ProductDetails/The-Top-5-

    Organization-Secrets-of-Highly-Effective-

    Paralegals/Audio-Webinar/81212ER_CACAP469300000


    Program Description

    Real-World Tools and Pointers to Get - and Stay - Organized

    Are you struggling to keep up with a disorganized attorney? Are your own organization skills all they can be? In this program, savvy paralegal faculty will provide you with effective organization secrets found through much time, trial and error. Pick up techniques that will keep the law office running smoothly and add more hours to your day - register today!

    • Unlock the organization capabilities of software tools already at your fingertips.
    • Uncover effective ways to organize discovery documents.
    • Learn how to better organize your priorities and stay on top of deadlines.

    Who Should Attend

    This intermediate level course will help attendees enhance their organization skills. Those who should attend include:

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

    Course Content

    1. In Leveraging Software Organizational Tools
    2. In Organizing and Tracking Case Files
    3. In Organizing Discovery Documents
    4. In Law Office and Workspace Organization
    5. In Priorities and Deadlines - Timesaving Techniques to Get Organized


    • 12/05/2018
    • 7:00 AM - 2:00 PM
    • Webcast

    REGISTER

    Program Description

    What Paralegals Need to Know About Electronic Evidence

    Social media, smartphone and email evidence can play a key role in the outcome of a case. Do you know what information you can gather and where to look to find the critical details hidden within these electronic devices? Join our established faculty as they provide you with the fundamental aspects of preservation and spoliation, investigating and retrieving key evidence, and successfully gathering information from other parties. Register today!

    • Explore key preservation and spoliation considerations paralegals need to know.
    • Discuss what information may be obtained via social media, smartphones and email (and where to find it).
    • Review how paralegals can assist in establishing authenticity.
    • Examine ways to effectively request and obtain evidence from other parties.
    • Learn what metadata is, what it can show you, and how to scrub or produce it.

    Who Should Attend

    This intermediate level course will guide attendees through key social media, smartphone and email evidence fundamentals. Those who should attend include: 

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

    Course Content

    1. Preservation and Spoliation Considerations Paralegals Need to Know
    2. What to Look for, Where to Find it, What to do With it
    3. Electronic Evidence Production and Retention
    4. Establishing Authenticity: The Paralegal's Role
    5. Requesting Evidence From Other Parties
    6. Real-World Examples, Handy How-To's and Sample Screen Shots
    7. Metadata Explained
    8. Paralegal Ethics and ESI

    Continuing Education Credit


    Washington State Paralegal Association – WA Paralegal Association: 6.00 

    Fee: $299.

    • 12/06/2018
    • 8:00 AM - 9:00 AM
    • Audio Webinar

    Register: https://ipe.nbi-

    sems.com/ProductDetails/Types-of-Trusts-and-

    Their-Differences-A-Paralegal-s-Guide/Audio-

    Webinar/81255ER_WAWPA418600000


    Program Description

    Delve Into the Various Types of Trusts and Their Uses, Pros and Cons

    Understand the unique characteristics of various types of trusts! In this program, seasoned faculty will condense the endless array of trusts into just what you need to know. Gain a better understanding of the wide variety of trusts available and their advantages, disadvantages and uses - register today!

    • Gain a refresher on trusts - key parties, terms and concepts.
    • Delve into the various types of trusts and their differences.
    • Understand the pros and cons of choosing one type of trust over another.


    Who Should Attend

    This intermediate level course will walk you through the different types of trusts. Those who should attend include:

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


    Course Content

    1. What Are Trusts? Key Parties, Terms, Concepts
    2. Revocable vs. Irrevocable
    3. Grantor Retained Trusts
    4. Asset Protection Trusts
    5. Charitable Trusts
    6. Special Needs Trusts
    7. Life Insurance Trusts
    8. Marital/Bypass Trusts and Other Trusts You Need to Know
    • 12/07/2018
    • 7:00 AM - 2:00 PM
    • Webcast

    Register:

    https://ipe.nbi-

    sems.com/ProductDetails/Paralegal-s-Guide-to-

    Medical-Records-and-Working-with-Medical-

    Experts/Video-

    Webcast/81261ER_OHOHPAET408400000


    Program Description

    Medical Record Requests, HIPAA Compliance, Sample Record Review, Organization and More

    Are you meeting roadblocks when requesting medical records or opinions? Are you looking for smart ideas on organizing medical records? This information-packed program is designed to give paralegals real-world tips and tricks for every step of the process - from requesting records to preparing the information for trial. Decode medical abbreviations, symbols and terminology; walk through sample medical records; maintain HIPAA compliance; get insights on working with medical experts and more. Don't miss this opportunity to pick up practical pointers and sample documents - register today!

    • Discover how to handle medical providers that don't want to release information.
    • Enhance your knowledge of medical abbreviations, terminology and codes.
    • Know the firm's duties under HIPAA when handling medical records.
    • Go over sample bills and medical records to uncover a treasure trove of information.
    • Find out how to get the answers you need when requesting information from physicians.
    • Pick up useful ideas for organizing medical records.
    • Gain tips for preparing medical expense itemizations, summaries, chronologies, notebooks and more.


    Who Should Attend

    This intermediate level course is designed to give paralegals the knowledge they need to effectively obtain, analyze and organize medical records. Those who should attend include:

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


    Course Content

    1. Overcoming Key Hurdles to Obtaining Medical Records
    2. Adhering to HIPAA and Avoiding Privacy Pitfalls - Paralegal Ethics
    3. Understanding Key Medical Abbreviations, Terminology and Codes
    4. Dissecting Medical Records (with Real-World Illustrations)
    5. Working Effectively with Medical Experts
    6. Summarizing/Organizing the Results and Preparing for Trial
    • 12/11/2018
    • 11:00 AM - 12:00 PM
    • Audio Webinar
    Register: 

    https://ipe.nbi-sems.com/ProductDetails/A-Paralegal-s-Guide-to-LLCs-vs-Partnerships-vs-Corporations/Audio-Webinar/81264ER_CACAP398700000

    Program Description

    Deepen Your Understanding of the Different Business Entities and Their Key Documents

    When forming a new business, the choice of entity is one of the issues that will have the most significant impact on the company over the long term. Our experienced faculty will help you navigate the different types of entities and the situational advantages and disadvantages of each. You will also review the formation and governing documents of LLCs, corporations and partnerships. Better assist attorneys and clients when forming new businesses and keeping current companies compliant with the law - register today!

    • Learn more about the tax treatment of LLCs, partnerships and corporations.
    • Examine the nuances of drafting operating agreements.
    • Review corporate bylaws and articles of incorporation.


    Who Should Attend

    This intermediate level course will allow attendees to gain insight into the different levels of corporate structure and how each operates. Those who should attend include:

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


    Course Content

    1. Nontax Differences and Review of Operational/Governing Documents
    2. Tax Treatment: LLCs vs. Partnerships vs. Corporations
    • 12/12/2018
    • 7:00 AM - 2:00 PM
    • Webcast

    REGISTER https://ipe.nbi-sems.com/ProductDetails/Auto-Injury-Claims-From-Start-to-Finish-for-Paralegals/Video-Webcast/81260ER?N=63995

    Program Description

    A Practical Guide Filled with Intake, Drafting, Negotiation and Trial Tips

    In every auto accident case, the stakes are high for everyone involved. No matter how similar the cases look - they're never the same. As a paralegal, your responsibilities can be key in uncovering the essence of the claim. Let us save you countless hours of trial and error by helping you to become versed in the essential elements of these cases. Our start-to-finish approach will equip you with the fundamental tools you need to confidently manage an auto injury case, from client intake until the case is closed. Deliver exactly what your attorneys expect, streamline the process and avoid missing any pertinent issues. Register today!

    • Walk through an auto injury case, from the time of the collision through trial.
    • Examine insurance coverage issues, such as subrogation, UM/UIM coverage and stacking.
    • Learn how to effectively manage the discovery process and conduct a thorough review of responses.
    • Locate, hire and assist in interviewing experts who will help bolster the case and support the evidence your team will be presenting.
    • Draft settlement documents that will bring the case to a successful conclusion.
    • Assist in managing and creating case-winning exhibits that are sure to grab the jury's attention.
    • Know what to look for in medical records and where to find it.
    • Gain practical tips for drafting demand letters that have an impact.

    Who Should Attend

    This intermediate level course is designed to give paralegals the knowledge they need to effectively manage auto injury cases. Those who should attend include:

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

    Course Content

    1. CASE INTAKE, COVERAGE INTERPRETATION, ISSUES AND HIDDEN TREASURES
    2. ETHICS
    3. HOW TO BEST ASSIST DURING DISCOVERY
    4. DEMAND LETTERS AND NEGOTIATING WITH INSURANCE COMPANIES
    5. DAMAGES AND SETTLEMENT
    6. A PARALEGAL'S TRIAL CHECKLIST

    Continuing Education Credit

    Washington State Paralegal Association – WA Paralegal Association: 6.00 

    Fee: $299.

    • 12/13/2018
    • 10:00 AM - 12:15 PM
    • webcast

    REGISTER 

    https://ipe.nbi-sems.com/ProductDetails/Paralegal-Ethics-Avoiding-Administrative-Errors/Video-Webcast/81257ER?N=63995

    Program Description

    Avoid Mistakes That Can Land You and Your Attorney in Hot Water

    Administrative mistakes head the list of top reasons for legal malpractice claims. Are you taking the proper precautions? Get an update on the rules and hear an experienced faculty share their proven best practices for protecting your and your attorney's reputation - in and outside of the law office. Register today!

    • Analyze and interpret the rules most relevant in administrative error cases.
    • Adopt impeccable habits to prevent missing key dates and deadlines.
    • Learn what inadvertent mistakes often result in "misuse of client funds" claims.
    • Avoid common clerical errors, lost files or misplaced documents.

    Who Should Attend

    This intermediate level course will teach attendees how to confidently avoid administrative errors. Those who should attend include:

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

    Course Content

    • Ethics Rules Implicated Most Often by Administrative Errors
    • Failure to Complete Work by Deadline
    • Mistakes in Preparation and Filing of Documents (With Deadlines and Without)
    • Maintaining Files and Recordkeeping
    • Clerical Errors, Lost Files or Misplaced Documents
    • Failure to Take Proper Precautions with Trust Accounts
    • When is the Error Egregious Enough to Get Your Attorney Sued or Sanctioned?

    Continuing Education Credit

    Washington State Paralegal Association – WA Paralegal Association: 2.00

    FEE: $159.

    • 12/18/2018
    • 7:00 AM - 2:00 PM
    • Webcast

    REGISTER

    Program Description

    Medical Record Requests, HIPAA Compliance, Sample Record Review, Organization and More

    Are you meeting roadblocks when requesting medical records or opinions? Are you looking for smart ideas on organizing medical records? This information-packed program is designed to give paralegals real-world tips and tricks for every step of the process - from requesting records to preparing the information for trial. Decode medical abbreviations, symbols and terminology; walk through sample medical records; maintain HIPAA compliance; get insights on working with medical experts and more. Don't miss this opportunity to pick up practical pointers and sample documents - register today!

    • Discover how to handle medical providers that don't want to release information.
    • Enhance your knowledge of medical abbreviations, terminology and codes.
    • Know the firm's duties under HIPAA when handling medical records.
    • Go over sample bills and medical records to uncover a treasure trove of information.
    • Find out how to get the answers you need when requesting information from physicians.
    • Pick up useful ideas for organizing medical records.
    • Gain tips for preparing medical expense itemizations, summaries, chronologies, notebooks and more.

    Who Should Attend

    This intermediate level course is designed to give paralegals the knowledge they need to effectively obtain, analyze and organize medical records. Those who should attend include:

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

    Course Content

    1. Overcoming Key Hurdles to Obtaining Medical Records
    2. Adhering to HIPAA and Avoiding Privacy Pitfalls - Paralegal Ethics
    3. Understanding Key Medical Abbreviations, Terminology and Codes
    4. Dissecting Medical Records (with Real-World Illustrations)
    5. Working Effectively with Medical Experts
    6. Summarizing/Organizing the Results and Preparing for Trial

    Continuing Education Credit

    Washington State Paralegal Association – WA Paralegal Association: 6.00

    Fee: $299.

    • 12/19/2018
    • Webcast

    Register:

    https://ipe.nbi-sems.com/ProductDetails/Litigation-Boot-Camp-for-Paralegals/OnDemand-Video/78097SVDM_NPARET408400000

    Program Description

    Successfully navigating through litigation depends on the cohesiveness of the entire litigation team with paralegals playing an integral part. Are you prepared to steer through the tasks and duties involved? This insightful guide will provide you with the tools you need to effectively handle and prepare important pleadings, motions and briefs as well as provide tips for organizing and maintaining the case. Hone your litigation skills and prove your value to your firm - order today!


    Course Content

    1. Preparing Pleadings, Motions and Briefs
    2. Discovery Requests, Responses and Document Productions
    3. Depositions: Scheduling, Preparation and Summaries
    4. Litigation Case Management, Organization and Communication
    5. Trial Preparation and Assistance
    6. Ethics for Litigation Paralegals
    • 12/19/2018
    • 11:00 AM - 2:15 PM
    • Audio Webinar

    REGISTER

    https://ipe.nbi-sems.com/ProductDetails/Organizing-SSDI-Claims-for-Paralegals/Audio-Webinar/81266ER?N=63995

    Program Description

    Efficiently Assemble Claim Information and Submit Social Security Forms

    Assisting clients through the Social Security disability claims process is an important role paralegals play. Between the paperwork, medical records, forms, requests and other evidence - it can quickly become overwhelming. Don't let yourself fall into that trap! This essential course will provide you with advanced techniques to navigate through complex medical and vocational evidence to stay on top of this process. Register today!

    • Learn how to spot potential inaccuracies that can derail an SSDI claim.
    • Review effective ways to turn your client interview into a clear and supportable disability timeline.
    • Equip your attorney with the evidence needed to rule out past relevant work.
    • Take a closer look at key SSDI forms.

    Who Should Attend

    This advanced level course is designed to give paralegals the knowledge they need to expertly organize the forms, evidence and documentation needed to support SSDI claims. Those who should attend include:

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

    Course Content

    1. The Paralegal's Role in Social Security Disability Representation
    2. Constructing the Claimant's Disability Timeline
    3. Efficient Handling of Medical and Vocational Evidence
    4. Expert Guide to Critical Forms and Case Documentation

    Continuing Education Credit

    California MCLE Paralegal – CA MCLE Paralegal: 3.00 

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

    Florida Registered Paralegal Program – FL Registered Paralegal: 3.00 

    Indiana Paralegal CLE – IN Paralegal CLE: 3.00 

    Montana CLE Credit for Paralegals – MT 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 – NC Continuing Paralegal Education: 3.00 

    Ohio Certified Paralegals – OH Certified Paralegals: 3.00 

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

    TBLS Paralegal Certification – TBLS Paralegal Certification: 3.00 *

    Washington State Paralegal Association – WA Paralegal Association: 3.00

    Fee: $199.

    • 01/15/2019
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/The-Paralegal-s-Guide-to-Obtaining-Evidence-from-Electronic-Devices/Video-Webcast/81870ER_TXTXPARPI408400000

    Program Description

    Tips and Secrets for Gathering Important Electronic Evidence

    Do you have the knowledge you need to find and gather any and all crucial evidence from electronic devices? This insightful course will provide a fresh look at effective ways to collect online and other digital data. Gain a solid foundation for collecting, requesting and subpoenaing evidence. Don't miss this opportunity to take away practical how-to's and tactics - register today!

    • Review the rules and resources every paralegal should know concerning electronic evidence.
    • Explore the in's and out's of discovery requests and responses.
    • Learn tips for collecting important content from social media accounts.
    • Take a closer look at ways to obtain computer, email, internet and smartphone evidence.
    • Discuss how to structure a subpoena for phone companies and social media companies to get critical records.

    This is a rebroadcast of the original webcast delivered by Mathea K.E. Bulander, Laura A. Danielson and Karin M. Scheehle on July 12, 2018. Faculty will be available to answer your questions after the program.


    Who Should Attend

    This intermediate level course is designed to give paralegals the knowledge they need to effectively obtain evidence from electronic devices. Those who should attend include: 

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


    Course Content

    1. Rules and Resources Every Paralegal Should Know
    2. Discovery Requests, Responses and Producing Electronic Evidence
    3. Collecting Social Media Account Content
    4. Obtaining Computer, Email, Internet and Smartphone Evidence
    5. Subpoenaing Records from Phone Companies, Facebook and Twitter, etc.
    6. Paralegal Ethics for Electronic Evidence
    • 01/17/2019
    • 11:00 AM - 2:15 PM
    • Audio Webinar

    Register:  https://ipe.nbi-sems.com/ProductDetails/Surveys-Plats-Legal-Descriptions-and-Title-Insurance-A-Paralegal-s-Guide/Audio-Webinar/81722ER_CACAP478900000


    Program Description

    Essential Tools for Real Estate Paralegals

    Can you successfully spot and assist your firm with issues concerning legal descriptions, conflicting surveys, and confusing historical records during real estate transactions? Let our experienced faculty teach you how to review, analyze and interpret surveys, records and legal descriptions. Enhance your skills with this program designed especially for paralegals - register today!

    • Learn how to thoroughly cross-read the survey and title commitment to spot potential problems.
    • Enhance your survey interpretation and review skills.
    • Learn how to read, understand and draw out legal descriptions to identify potential issues.
    • Uncover practical pointers for deciphering historical land documents.


    Who Should Attend

    This intermediate level course will provide attendees with practical skills for working with surveys, legal descriptions, plats and title insurance. Those who should attend include:

    • Paralegals
    • Legal Assistants
    • Legal Support Staff


    Course Content

    1. Land Surveys: Reviewing, Understanding and Summarizing
    2. Legal Descriptions: Reading, Understanding, Drafting and Drawing Out
    3. Title Insurance and Land Surveys: Identifying and Eliminating Risks
    4. How to Review Confusing Plats and Historical Documents
    • 01/23/2019
    • 7:00 AM - 2:00 PM
    • Webcast

    Register:https://ipe.nbi-sems.com/ProductDetails/Estate-Administration-Accounting-and-Distribution-for-Paralegals/Video-Webcast/81716ER_NMNLAET418600000

    Program Description

    Delve Deep into Key Aspects of the Estate Administration Process

    Develop skills in estate administration in your role as a paralegal! This practical program will provide detailed insights on what information must be gathered to prepare a fiduciary accounting, how that accounting should be formatted and how to best present the information. You will also learn how to effectively manage estate assets, deal with creditor claims and handle distributions to beneficiaries. Don't miss this opportunity - register today!

    • Leave no stone unturned when assessing estate assets and liabilities.
    • Gain tips for preparing the inventory and managing estate assets.
    • Learn how to investigate and deal with specific types of creditor claims.
    • Follow along with a sample accounting and gain pointers on the various schedules.
    • Obtain insights on preparing estate tax returns.
    • Discover how to deal with sticky issues such as loaned items, inadvertent distributions and beneficiary disputes.
    • Spot common ethical traps - and learn how to avoid them.


    Who Should Attend

    This intermediate level course will teach attendees how to effectively handle the paralegal duties associated with estate administration accounting and distribution. Those who should attend include:

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


    Course Content

    1. Preparing the Inventory and Managing Estate Assets
    2. Dealing with Creditor Claims
    3. Walkthrough of a Sample Accounting
    4. Distributing Estate Assets to Beneficiaries
    5. Potential Ethical Pitfalls for Paralegals
    • 01/29/2019
    • 10:00 AM - 1:15 PM
    • Audio Webinar

    Register:https://ipe.nbi-sems.com/ProductDetails/Federal-Court-Fundamentals-for-Paralegals/Audio-Webinar/81723ER_ININPAR408300000

    Program Description

    The Basics of Federal Court Rules and Procedures

    The federal court system can be intimidating - but it doesn't have to be. This course is designed to give you the foundational knowledge and confidence you need to ensure cases move smoothly through federal court. Navigate federal court procedures; effectively apply the rules of evidence to your cases; and much more. Don't miss this opportunity to enhance your knowledge of the in's and out's of federal court - register today!

    • Get up to date on new changes to the federal rules of civil procedure and what they mean for paralegals.
    • Effectively navigate the procedures, deadlines and the paralegal's role within federal court.
    • Receive practical strategies for preparing and reviewing discovery.
    • Gear up for trial: pick up strategies for evaluating jurors, preparing witnesses, organizing trial exhibits and more.


    Who Should Attend

    This intermediate-level course is designed to give paralegals the knowledge they need to effectively navigate federal court procedures. Those who should attend include:

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


    Course Content

    1. Navigating the Federal Rules of Civil Procedure and Federal Rules of Evidence
    2. Initial Court Procedures - What Paralegals Need to Know
    3. Discovery in Federal Court - Applicable Rules, Practice Tips and Resources
    4. Trial Preparation and Attendance
    • 01/31/2019
    • 8:00 AM - 3:00 PM
    • Webcast

    Register:

     https://ipe.nbi-sems.com/ProductDetails/Paperless-Office-101-for-Paralegals/Video-Webcast/81711ER_WAWPA469300000

    Program Description

    Integrate Paperless Processes and Tricks Into Your Daily Tasks

    Whether your firm is transitioning to paperless or you're looking for pointers on better navigating an already-paperless office, this course is for you! Our knowledgeable faculty will provide you with practical strategies for managing digital conversion, working with electronic documents, handling paperless litigation and more. Streamline tasks and enhance productivity - register today!

    • Going paperless? Know what steps to take and how to overcome common hurdles.
    • Discover cutting-edge equipment, software and other paperless essentials.
    • Create effective workflow for scanning and organizing incoming documents.
    • Find out how to effectively store electronic documents.
    • Determine how to best deal with hard-copy documents.
    • Protect office electronic data with security solutions that work for you.
    • Uncover the latest productivity-enhancing mobile devices, programs and apps.

     

    This is a rebroadcast of the original webcast delivered by Angela R. Olson, Erik Olson and Rebecca Terry on March 13, 2018. Faculty will be available to answer your questions after the program.


    Who Should Attend

    This intermediate level course will teach attendees how to effectively handle the paralegal duties associated with paperless law firm practices. Those who should attend include:

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


    Course Content

    1. Paperless Process, Procedures and Pointers
    2. Data Storage, Organization and Management
    3. What to do With Original, Hard-Copy Documents
    4. Paperless Litigation, E-Discovery
    5. Cutting-Edge Mobile Devices, Programs and Apps for Paralegals
    6. Paralegal Ethics: Emails, Phones and Computers

Past events

11/14/2018 Bankruptcy Made Simple: A Paralegal's Guide
11/14/2018 Wills and Trusts for Paralegals
11/13/2018 Investigative Techniques for Paralegals
11/12/2018 Construction Law 101 for Paralegals
11/06/2018 Discovery Responses & Document Production: A Paralegal's Ultimate Goal
11/01/2018 The Paralegal's Guide to Receiving and Reviewing Discovery
11/01/2018 The Paralegal's Guide to Settlements
10/25/2018 Getting and Staying Organized: Creating "Best Practices" for Paralegals
10/25/2018 2018 NFPA Convention
10/23/2018 Document Management Pitfalls for Litigation Paralegals
10/17/2018 Medical Chronologies, Summaries and Expense Itemizations for Paralegals
10/11/2018 Advanced Family Law for Paralegals
10/08/2018 A Paralegal's Auto Injury Trial Checklist
10/03/2018 A Paralegal's guide to Drafting Deeds
09/27/2018 Strategies for the Personal Injury Paralegal: Plaintiff and Defense Person
09/26/2018 The Corporate Paralegal from A to Z
09/25/2018 Ethics and Legal Practice: The Paralegal's Role
09/20/2018 Discovery Responses and Objections: What Paralegals Need to Know
09/13/2018 The Paralegal's Guide to Record Retention and Destruction: To Shredor Not to Shred?
08/30/2018 Personal Injury Case Management: The Ultimate Guide for Paralegals
08/30/2018 HIPAA Compliance for Paralegals" Obtaining and Maintaining Records
08/29/2018 Probate: What Paralegals Need to Know
08/22/2018 LLC Formation: What Paralegals Need to Know
08/15/2018 The Paralegal's Guide to Law Office Management
08/14/2018 Discovery in Divorce for Paralegals
08/09/2018 A Paralegal's Guide to Pleadings, Motions, Discovery Requests and Briefs
08/08/2018 Uniform Commercial Code (UCC) Filings for Paralegals
07/31/2018 Avoiding Common Errors and Pitfalls in Legal Writing: A Paralegal's Guide
07/30/2018 Trusts 101 - Seattle
07/27/2018 Federal Court 101 for Paralegals
07/26/2018 Workers' Compensation case Management for Paralegals
07/26/2018 Workers' Compensation Case Management for Paralegals
07/25/2018 Trusts 101 - Olympia
07/25/2018 Real Estate for Paralegals: The Ultimate Guide
07/25/2018 Real Estate for Paralegals: The Ultimate Guide
07/20/2018 Case Management for Paralegals: Managing Documents, Files, Calendars and Tasks
07/18/2018 Social Security Disability from start to Finish for Paralegals
07/18/2018 Social Security Disability from Start to Finish for Paralegals
07/12/2018 The Paralegal's Guide to Obtaining Evidence from Electronid Devices
07/12/2018 The Paralegal's Guide to Obtaining Evidence from Electronic Devices
07/11/2018 New Bankruptcy Forms and Rules: A Walkthrough for Paralegals
06/30/2018 Professional Development, Diversity Leadership and Networking Event
06/30/2018 WSPA Annual Member Meeting and Networking Social
06/27/2018 A Litigation Paralegal's Guide to Case Management
06/27/2018 Trial Preparation From Start to Finish for Paralegals
06/27/2018 Trial Preparation From Start to Finish for Paralegals
06/21/2018 Advanced Auto Injury Claims for Paralegals
06/19/2018 Employment Discrimination Litigation for Paralegals
06/19/2018 Employment Discrimination Litigation for Paralegals
06/14/2018 Legal Citations and the Bluebook: A Paralegal's Guide
06/13/2018 Top Mistakes in Estate Administration Account and Distribution: A Paralegal's Guide
06/06/2018 Case Management for Paralegals: Managing Documents, Files, Calendars & Tasks
06/05/2018 Mergers and Acquisitions for Paralegals
05/31/2018 A Paralegal's Guide to Researching and Investigating
05/26/2018 Corporate Law and Notary Public Laws- SPS Chapter Meeting
05/24/2018 Becoming a Power User of MS Word and Excel: A Paralegal's Guide
05/16/2018 Medicare and Medicaid Liens for Paralegals: Navigatin the Portal
05/15/2018 Trust Administration: A Paralegal's Guide
05/10/2018 Accounting 101 for Paralegals
05/02/2018 A Paralegal's Guide to Divorce Cases
04/30/2018 Articles of Incorporation and Bylaws for Nonprofits: A Paralegal's Guide
04/28/2018 LLLT- Practice Area and Ethics - SPS Chapter Meeting & CLE
04/26/2018 Paralegal Ethics: Handling Uncomfortable Situations
04/24/2018 Real Estate Closing Challenges for Paralegals
04/23/2018 Collection Law for Paralegals
04/21/2018 WSPA Board Meeting
04/21/2018 Paralegal Career Luncheon
04/18/2018 Trial Notebooks & Exhibits for Paralegals
04/11/2018 A Paralegal's guide to Deadlines and Calendaring
04/10/2018 Family Law Case Management for Paralegals
04/05/2018 Medical Records Made Easy for Paralegals
03/31/2018 Bankruptcy and Collections- SPS Chapter Meeting & CLE
03/29/2018 Social Media Evidence: A Paralegal's Guide
03/28/2018 Paralegal Ethics: Avoiding Administrative Errors
03/22/2018 A Paralegal's Asset-Based Guide to Probate
03/19/2018 Federal Court: What Paralegals Need to Know
03/17/2018 WSPA Board Meeting
03/13/2018 The Paralegals Guide to Locating Persons and Finding Background Info
03/13/2018 Paperless Office 101 for Paralegals
03/08/2018 The Corporate Paralegal: Overcoming Top Challenges
03/07/2018 Title Law Boot Camp for Paralegals
02/28/2018 Discovery Responses & Document Production: A Paralegal's Ultimate Guide
02/24/2018 South Sound Social Event
02/22/2018 Ethics of Email for Paralegals
02/21/2018 Land Surveys and Legal Descriptions for Paralegals
02/20/2018 Litigation Document Management for Paralegals
02/15/2018 Paralegal's Guide to Liens and Subrogation in Personal Injury
02/14/2018 The Paralegal's Guide to Police Liability Cases
02/08/2018 Top Mistakes Paralegals Make in Estate Planning
02/02/2018 The Top 5 Organization Secrets of Highly Effective Paralegals
01/30/2018 Medicaid:A Paralegal's Guide to Qualifying Clients
01/30/2018 Auto Injury Claims From Start to Finish for Paralegals
01/29/2018 Organizing and Reviewing Medical Records for Paralegals
01/25/2018 LLCs From Start to Finish for Paralegals
01/22/2018 The Paralegal's Guide to Organizing Discovery Documents
01/18/2018 The Divorce Paralegal's Guide to Social Media, Smartphone and Text
01/17/2018 Estate Administration Accounting and Distribution for Paralegals
01/16/2018 Trial Preparation Boot Camp for Paralegals
12/21/2017 Medicare Set-Asides and Conditional Payments in Injury Settlements
12/21/2017 The Probate Process from Start to Finish
12/19/2017 The Probate Process from Start to Finish
12/19/2017 Litigation Boot Camp for Paralegals
12/18/2017 Legal Writing for Paralegals: Common Mistakes to Avoid
12/18/2017 The Probate Process From Start to Finish
12/15/2017 LLC Operating Agreements: What Paralegals Need to Know
12/12/2017 A Paralegal's Guide to Subpoenaing Social Media and Phone Records
12/07/2017 Advanced Medical Records for Paralegals
11/30/2017 Advanced Probate Administration for Paralegals
11/16/2017 A Paralegal's Guide to Corporate Governance
11/15/2017 Family Law for Paralegals
11/14/2017 Effective Calendaring, Docketing and File Tickling System Tips for Paralegals
11/09/2017 62nd Annual Estate Planning Seminar
11/09/2017 A Paralegal's Guide to Intellectual Property
11/08/2017 Office and Administrative Skills for Paralegals
11/07/2017 Real Estate Boot Camp for Paralegals
10/31/2017 Paralegal Skills: Discovery Requests and Responses
10/27/2017 The Probate Process from Start to Finish for Paralegals - Seattle
10/19/2017 To Shred or Not toShred? Record Destruction Policies for Paralegals
10/18/2017 Paralegal's Essential Guide to Wills and Trusts
10/12/2017 A Paralegal's Guide to Nonprofits
10/10/2017 A Paralegal's Guide to Pleadings, Motions, Discovery Requests, etc
10/06/2017 Medical Chronologies, Summaries and Expense Itemizations for Paralegals
10/04/2017 Discovery in Divorce for Paralegals
09/29/2017 The Paralegal's Guide to Law Office Management
09/28/2017 Federal Court Trial Preparation for Paralegals
09/26/2017 Dealing with the "Rambo" Litigator: Paralegal tips
09/21/2017 Workers' Compensation Hearing?Trial Preparation for Paralegals
09/20/2017 Social Security Disability Boot Camp for Paralegals
09/13/2017 Social Media, Smartphone and Email Evidence: A Paralegal's Guide
09/12/2017 Paralegal's Guide to Legal Research and Citation Management
09/08/2017 Medicare and Medicaid Liens: The New Portal and New Requirements
08/30/2017 Managing the Discovery Process: A Paralegal's Guide
08/29/2017 Smartphone Apps and Tricks for Paralegals
08/27/2017 WSPA Days of Summer - South Puget Sound Chapter Networking event
08/24/2017 Corporate Minute Books: A How-to Guide for Paralegals
08/23/2017 Construction Law 101 for Paralegals
08/22/2017 The Paralegal's Guide to Probate
08/17/2017 A Paralegal's Guide to Divorce Cases
08/08/2017 Case Management for Paralegals: Managing Documents, Files, etc.
08/02/2017 Medical Records Made Easy for Paralegals
07/30/2017 South Sound Chapter Paralegal Alumni Networking Event
07/27/2017 Forensic Accounting for Paralegals
07/26/2017 Paralegal Ethics: Avoiding Administrative Errors
07/25/2017 The Paralegal's Guide to the Ultimate Trial Notebook
07/20/2017 Electronic Document and Case Management for Paralegals
07/19/2017 A Paralegal's Guide to Depositions
07/13/2017 The Paralegal's Guide to Estate Assets
07/12/2017 Advanced Auto Injury Claims for Paralegals
07/11/2017 Advanced Skip Tracing and Cyber Tracking for Paralegals
06/28/2017 Trial Preparation from Start to Finish for Paralegals
06/28/2017 Family Law Case Management for Paralegals
06/27/2017 Medical Records: Top Paralegal Pitfalls and Challenges
06/23/2017 How to Get Your Social Media, Email and Text Evidence Admitted ++
06/22/2017 Real Estate Closings for Paralegals
06/21/2017 How to Make Yourself More Valuable to Your Firm: Insights from an Expert
06/21/2017 How to Get Your Social Media, Email and Text Evidence Admitted
06/20/2017 Top Paralegals Mistakes at Trial
06/15/2017 LLC Formation for Paralegals
06/08/2017 Legal Citations and The Bluebook: A Paralegal's Guide
06/07/2017 Trial Preparation From Start to Finish for Paralegals
06/02/2017 WSPA Spring CLE and Annual Member Meeting
05/30/2017 Trusts: The Ultimate Guide for P aralegals
05/23/2017 Paperless Office 101 for Paralegals
05/22/2017 Trusts 101
05/18/2017 Paralegal's Guide to Land Surveys, Plats and Legal Descriptions
05/18/2017 Discovery Responses and Document Production: A Paralegal's Ultimate Guide
05/17/2017 Juror Research, Voie Dire and Jury Selection: A Paralegal's Guide
05/16/2017 Ethics of Email for Paralegals
05/10/2017 Discovery in Federal Court for Paralegals
05/03/2017 Corporate Law Boot Camp for Paralegals
04/27/2017 The Paralegal's Guide to Workers' Compensation Cases
04/26/2017 Estate Administration Accounting and Distribution for Paralegals
04/20/2017 Litigation Document Management for Paralegals
04/19/2017 A Paralegal's Guide to Deadlines and Calendaring
04/18/2017 The Paralegal's Guide to Organizing Discovery Documents
04/10/2017 The Divorce Paralegal's Guide to Social Media, Smartphone and Text Evidence
04/06/2017 Investigative Techniques for Paralegals
03/30/2017 Paralegal's Guide to Liens and Subrogation in Personal Injury
03/23/2017 Types of Trusts and Their Differences: A Paralegal's Guide
03/20/2017 Drafting Effective Wills and Trusts
03/15/2017 Social Security Desability Evidence: A Paralegal's Guide
03/15/2017 Paralegal's Guide to Leveraging MS Word and Excel
03/14/2017 M&A Closing Checklists and Documentation for Paralegals (with Samples)
03/13/2017 Advanced Medical Chronologies for Paralegals
03/07/2017 Trial Preparation Boot Camp for Paralegals
02/28/2017 Public Records Requests for Paralegals
02/28/2017 A Paralegal's Guide to Corporate Governance
02/27/2017 Paralegal's Guide to Subpoenas
02/23/2017 A Paralegal's Guide to Federal Court
02/21/2017 A Paralegal's Guide to Drafting Deeds
02/16/2017 Discovery in Divorce - The Ultimate Guide for Paralegals
02/08/2017 A Paralegal's Guide to Pleadings, Motions, Discovery Requests and Briefs
02/07/2017 A Paralegal's Guide to Motion Drafting
01/31/2017 Personal Injury Case Management for Paralegals
01/26/2017 Eastside Chapter Meeting – January 26, 2017
01/26/2017 A Paralegal's Guide to Title Law
01/25/2017 Paralegal Skills: Finding Debtors and Their Assets
01/19/2017 The Top 5 Organization Secrets of Highly Effective Paralegals
01/19/2017 Social Media Evidence: A Paralegal's Guide
01/18/2017 Auto Injury Claims from Start to Finish for Paralegals
01/17/2017 Relocation Cases for the Family Law Paralegal
01/12/2017 Estate and Trust Accounting for Paralegals
12/20/2016 Commercial Real Estate Due Diligence for Paralegals
12/16/2016 The Paralegal's Role at Trial (or How to Second Chair a Trial)
12/15/2016 How to Get Your Social Media, Smartphone and Text Evidence Admitted (and Keep Theirs Out)
12/14/2016 Advanced Family Law for Paralegals
12/08/2016 Discovery Under the New FRCP for Paralegals
12/07/2016 Maximizing Power-Point and PDF Software: A Paralegal's GUide
12/06/2016 2017 Tax Update for Estate Planning Paralegals
12/02/2016 Unleashing the Power of Microsoft Office and Adobe for Lawyers
12/02/2016 Corporate Recordkeeping and Maintenance: A Paralegal's Guide
12/01/2016 Medical Records Made Easy for Paralegals
11/30/2016 The Paralegal's Guide to Estate Planning
11/29/2016 The Paralegal's Guide to Receiving and Reviewing Discovery
11/21/2016 The Paralegal's Guide to Locating Persons and Finding Background Information
11/18/2016 Paralegal Ethics: Avoiding Administrative Errors
11/16/2016 Litigation Case Management: Best Practices for Paralegals
11/11/2016 Medicaid and VA Benefits: The Complete Guide for Paralegals
11/09/2016 New Bankruptcy Proof of Claim Forms, Reaffirmation Agreement Forms and More: A Paralegal's Guide
11/07/2016 61st Annual Estate Planning Seminar
11/03/2016 Discovery in Personald Injury Litigation: A Paralegal's Guide
10/28/2016 Trademark Law for Paralegals
10/26/2016 Divorce Cases from Start to Finish for Paralegals
10/26/2016 Discovery and Evidence: A Paralegal's Guide
10/22/2016 YOU'RE INVITED! WSPA's 40th Anniversary Celebration is Saturday, October 22, 2016
10/20/2016 Due Diligence in M&A Transactions: A Paralegal's Guide
10/20/2016 Litigation and the New Federal Rules: What Every Paralegal Should Know
10/14/2016 Client Management for Paralegals
10/13/2016 Effective Calendaring, Docketing and File Tickling System Tips for Paralegals: Maximizing the Use of Microsoft Outlook
10/13/2016 A Paralegal's Guide to Boundary Issues and Easements
10/07/2016 Making Your Case: Effective and Efficient Tools for Legal Staff and New Attorneys
09/30/2016 A Paralegal's Guide to Divorce Cases
09/29/2016 A Paralegal's Asset-Based Guide to Probate
09/28/2016 Tech Tools, Tips and Tricks for Paralegals
09/22/2016 Trial Notebooks and Exhibits: A Paralegal's Ultimate Guide
09/21/2016 Paralegals' GUide to the FDCPA: Debt Collection Compliance and Claims
09/14/2016 New ICD-10 Codes in Medical Records: What Paralegals Need To Know
09/14/2016 Workers' Compensation Boot Camp for Paralegals
09/09/2016 Top Mistakes Paralegals Make in Federal Court
08/24/2016 The Paralegal's Guide to Ethical Client Communications and Representation
08/09/2016 Trust Funding: A Paralegal's Guide
07/21/2016 WSPA East King County Chapter Meeting
07/14/2016 Time Management for Paralegals: How to Manage Assignments, Make Timelines and Multi-Task
07/12/2016 Wills, Trusts, Health Care Directives and Powers of Attorney: A Paralegal's Guide
07/11/2016 The Probate Process from Start to Finish
06/30/2016 Legal Ethics of Email for Paralegals
06/29/2016 Handling the Sale of a Business: Tips for Paralegals
06/23/2016 The Paralegal's Guide to QuickBooks for Accounting and Billing
06/21/2016 Trusts 101 - Spokane WA
06/21/2016 E-Discovery for Paralegals
06/15/2016 Paperless Office 101 for Paralegals
06/14/2016 Medical Chronologies, Summaries and Expense Itemizations for Paralegals
06/09/2016 Paralegal's Guide to Closing Real Estate Transactions with New TRID Requirements
06/08/2016 Case Management for Paralegals: Managing Documents, Files, Calendars and Tasks
06/07/2016 Employment Discrimination Litigation for Paralegals
06/06/2016 Trusts 101 - Vancouver, WA
06/02/2016 A Paralegal's Checklist Guide to Litigation
05/24/2016 Damages in Personal Injury: An A-Z Guide for Paralegals
05/21/2016 WSPA Spring CLE
05/19/2016 Discovery in Divorce for Paralegals
05/18/2016 Estate Administration Accounting and Distribution for Paralegals
05/16/2016 2016 Paralegal Career Panel
05/10/2016 Admissibility of Evidence: A Paralegal's Guide
05/05/2016 Social Security Disability from Start to Finish for Paralegals
05/04/2016 Legal Holds: A Paralegals Guide
04/28/2016 Law Day
04/28/2016 Federal Court Case Management for Paralegals
04/28/2016 The Corporate Paralegal from A to Z
04/27/2016 iPad and iPhone Tips, Apps and Accessories for the Indispensable Paralegal
04/27/2016 Copyright Law for Paralegals
04/21/2016 Handling Creditor Claims in Probate: A Paralegal's Guide
04/19/2016 Document Management, Retention and Destruction for Paralegals
04/12/2016 New Bankruptcy Forms and Rules: A Walkthrough for Paralegals
04/07/2016 Paralegal's Guide to Find it Free and Fast on the Net: Strategies for Online Legal Research

Washington State Paralegal Association
PO Box 58530
Seattle, WA 98138-1530
info@wspaonline.org 

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