Washington State Paralegal Association

Upcoming events

    • 12/18/2017
    • 8:30 AM - 4:40 PM
    • Sprint Hill Suites, Seattle Downtown, S Lake Union, Seattle 98101

    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. Gain the confidence you need to reach a favorable outcome for your client when litigating in probate court. 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.
    • 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
    • Trust officers
    • Financial planners
    • Estate planners

    Course Content

    1. Taking the First Step: Filing an Estate in Probate Court
    2. Understanding the Role of the Personal Representative in Probate
    3. Managing the Inventory
    4. Administering the Estate Effectively
    5. Maintaining an Ethical Balance in Probate Practice
    6. Litigating the Case in Probate Court
    7. Putting the Case to Rest: Closing the Estate

    Continuing Education Credit

    Continuing Legal Education – CLE: 6.75 *

    Continuing Professional Education for Accountants – CPE for Accountants: 8.00

    Financial Planners – Financial Planners: 8.00

    International Association for Continuing Education Training – IACET: 0.70

    National Association of Legal Assistants, Inc. – NALA: 6.50 *

    National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 8.00 *

    National Federation of Paralegal Associations, Inc. – NFPA

    Professional Achievement in Continuing Education – PACE: 8.00 *

    Washington State Paralegal Association – Washington State Paralegal Association: 6.50


    * denotes specialty credits

    Register Now

    • 12/18/2017
    • 1:00 PM - 2:00 PM
    • Audio Webinar

    Program Description

    Develop a Plan to Prevent Costly Errors

    Bad writing reduces credibility and wastes time and money for the entire legal profession. No attorney wants to be reprimanded by a judge about a poorly-written brief or motion. This course will offer you valuable insights on how to prevent this from happening! When you are handed a document to "revise and finalize," proofread it first. Find mistakes in grammar, punctuation and capitalization. Discover how to spot the most common errors in English and legal writing and tactful ways to point them out to your boss, saving them the embarrassment and making you invaluable to your firm. Register today!

    • Learn valuable tips to avoid headaches due to common errors in grammar and punctuation.
    • Discuss how remaining organized can prevent problems down the road.
    • Review guidelines for proofreading so important details are not overlooked.
    • Explore ways to tactfully mention mistakes to attorneys.

    Who Should Attend

    This intermediate level course will provide attendees with guidance on how to help prevent common writing errors in legal documents. Those who should attend include:

    • Paralegals
    • Legal Assistants
    • Legal Support Staff

    Course Content

    • The Most Common Errors in English and Legal Writing Grammar
    • Punctuation and Capitalization Tips
    • Organizational Pitfalls
    • Improper or Outdated Citations
    • Proofreading: Commonly-Overlooked Mistakes
    • Bringing up Mistakes to Attorneys in a Delicate Manner
    • 5 Steps to Better, More Concise and Persuasive Writing

    Continuing Education Credit

    California MCLE Paralegal – California MCLE Paralegal: 1.00

    DPA Delaware Certified Paralegal Program – DPA Delaware Certified Paralegal Program: 1.00

    Florida Registered Paralegal Program – Florida Registered Paralegal: 1.00

    Indiana Paralegal CLE – Indiana Paralegal CLE: 1.00

    Montana CLE Credit for Paralegals – Montana CLE Credit for Paralegals: 1.00

    National Association of Legal Assistants, Inc. – NALA: 1.00

    National Federation of Paralegal Associations, Inc. – NFPA: 1.00

    North Carolina State Bar Board of Paralegal Certification – North Carolina Continuing Paralegal Education: 1.00

    Ohio Certified Paralegals – Ohio Certified Paralegals: 1.00

    Paralegal Division of the State Bar of New Mexico – Paralegal Division of the State Bar of New Mexico: 1.00

    TBLS Paralegal Certification – TBLS Paralegal Certification: 1.00

    Washington State Paralegal Association – Washington State Paralegal Association: 1.00


    * denotes specialty credits

    Register Now

    • 12/19/2017
    • 7:00 AM - 2:00 PM
    • Webcast

    Program Description

    A Paralegal's Guide to Litigation

    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 course 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 - register today!

    • Learn tips for writing effective pleadings, motions and briefs.
    • Discuss how to create and maintain discovery requests and responses.
    • Gain valuable insight on preparing accurate and reliable deposition summaries.
    • Review methods to stay on top of managing and organizing documents and case files.
    • Explore ways to proficiently plan for and assist with cases that go to trial.

    Who Should Attend

    This intermediate level course will provide litigation best practices attendees can put to work immediately. Those who should attend include:

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

    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

    Continuing Education Credit

    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

    Register Now

    • 12/19/2017
    • 8:30 AM - 4:40 PM
    • Hampton Inn & Stes, 315 SE Olympia Dr, Vancouver, WA 98684

    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. Gain the confidence you need to reach a favorable outcome for your client when litigating in probate court. 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.
    • 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
    • Trust officers
    • Financial planners
    • Estate planners

    Course Content

    1. Taking the First Step: Filing an Estate in Probate Court
    2. Understanding the Role of the Personal Representative in Probate
    3. Managing the Inventory
    4. Administering the Estate Effectively
    5. Maintaining an Ethical Balance in Probate Practice
    6. Litigating the Case in Probate Court
    7. Putting the Case to Rest: Closing the Estate

    Continuing Education Credit

    Continuing Legal Education – CLE: 6.75 *

    Continuing Professional Education for Accountants – CPE for Accountants: 8.00

    Financial Planners – Financial Planners: 8.00

    International Association for Continuing Education Training – IACET: 0.70

    National Association of Legal Assistants, Inc. – NALA: 6.50 *

    National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 8.00 *

    National Federation of Paralegal Associations, Inc. – NFPA

    Professional Achievement in Continuing Education – PACE: 8.00 *

    Washington State Paralegal Association – Washington State Paralegal Association: 6.50


    * denotes specialty credits

    Register Now

    • 12/21/2017
    • 8:30 AM - 4:40 PM
    • Red Lion Hotel Olympia, 2301 Evergreen Park Dr, Olympia WA 98502

    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. Gain the confidence you need to reach a favorable outcome for your client when litigating in probate court. 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.
    • 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
    • Trust officers
    • Financial planners
    • Estate planners

    Course Content

    1. Taking the First Step: Filing an Estate in Probate Court
    2. Understanding the Role of the Personal Representative in Probate
    3. Managing the Inventory
    4. Administering the Estate Effectively
    5. Maintaining an Ethical Balance in Probate Practice
    6. Litigating the Case in Probate Court
    7. Putting the Case to Rest: Closing the Estate

    Continuing Education Credit

    Continuing Legal Education – CLE: 6.75 *

    Continuing Professional Education for Accountants – CPE for Accountants: 8.00

    Financial Planners – Financial Planners: 8.00

    International Association for Continuing Education Training – IACET: 0.70

    National Association of Legal Assistants, Inc. – NALA: 6.50 *

    National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 8.00 *

    National Federation of Paralegal Associations, Inc. – NFPA

    Professional Achievement in Continuing Education – PACE: 8.00 *

    Washington State Paralegal Association – Washington State Paralegal Association: 6.50


    * denotes specialty credits

    Register Now

    • 12/21/2017
    • 10:00 AM - 1:15 PM
    • Audio Webinar

    Program Description

    A Paralegal's Guide to Medicare Liens and Set-Asides in Personal Injury

    Are you up to speed on the requirements and compliance issues surrounding Medicare liens and set-asides? Working through the ever-changing maze of requirements and procedures is not an easy task. This program will provide you with up-to-date and correct information you need to ensure timely and proper resolution of MSP recovery claims. Minimize exposure to Medicare for claim-related, post-settlement medical expenditures - register today!

    • Review Medicare Secondary Payer Act (MSP) requirements and compliance concerns.
    • Understand the paralegal's role in the verification of conditional payments.
    • Learn the in's and out's of the Medicare Secondary Payer Recovery Portal.
    • Discover how to properly prepare Medicare set-aside proposals in injury cases.

    Who Should Attend

    This intermediate level course is designed to give paralegals the knowledge they need to effectively manage Medicare liens and set-asides. Those who should attend include:

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

    Course Content

    1. Medicare Secondary Payer Act (MSP) - Requirements and Compliance Issues
    2. Conditional Payment Process
    3. Using the Medicare Secondary Payer Recovery Portal
    4. Medicare Set-Asides

    Continuing Education Credit

    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

    Register Now

    • 01/16/2018
    • 8:00 AM - 11:20 AM
    • Audio Webinar

    Program Description

    Pave Your Attorney's Way for a Successful Trial

    The final phases of trial preparation are approaching. Are you staying on track? Is everything and everyone accounted for? What kinds of issues can arise - and are you prepared to tackle them? Our seasoned faculty will help you navigate key paralegal tasks during trial preparation with practical how-to's and pointers. Handle logistics issues, trial notebooks, exhibits, witnesses and more with confidence - register today!

    • Learn how to stay on top of the chaos in those crucial few weeks before trial.
    • Find out how to best organize and what to include in trial notebooks.
    • Subpoena, prepare and handle common problems with witnesses.
    • Troubleshoot common logistics issues in setting up a remote trial war room.
    • Manage/organize exhibits and get insights on leveraging trial presentation software.

    Who Should Attend

    This intermediate level course will teach attendees how to effectively prepare for trial. Those who should attend include:

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

    Course Content

    1. Boot Camp Skill #1: Staying on Target
    2. Boot Camp Skill #2: Trial Notebooks
    3. Boot Camp Skill #3: Witnesses
    4. Boot Camp Skill #4: Motions and Trial Briefs
    5. Boot Camp Skill #5: Demonstratives and Presentation Software

    Continuing Education Credit

    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

    Register Now

    • 01/17/2018
    • 8:00 AM - 3:00 PM
    • Webcast

    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.

    This is a rebroadcast of the original webcast delivered by Andrew G. Oh-Willeke and Kay M. Sowa on April 26, 2017. 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 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

    Continuing Education Credit

    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

    Register Now

    • 01/18/2018
    • 1:00 PM - 2:00 PM
    • Audio Webinar

    Program Description

    What to Look for, Where to Find it, How to Get it and What to do With it

    Social media, text messages and other electronic evidence have had a huge impact on divorce matters - from support to child custody. Are you handling this evidence to the best of your ability? Our seasoned faculty will show you current best practices for investigating, collecting, producing and preparing electronic evidence in family cases. Don't miss this opportunity to build your skills - register today!

    • Know exactly what to look for and where to find it.
    • Find out how to use social media as an effective investigative tool.
    • Learn how to obtain documents from social media and phone companies.
    • Review ESI collection and production best practices.

    Who Should Attend

    This intermediate level course provides best practices for handling electronic evidence in divorce cases. Those who should attend include:

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

    Course Content

    • How Social Media and Smartphone Evidence is Used in Divorce/Custody Cases
    • What to Look for and Where to Find It
    • Investigating Publicly-Available Info on Social Media
    • Access Rights and Preventing Privacy Law Violations
    • Obtaining Evidence via Discovery Requests to Opposing Party
    • How to Subpoena Cell Phone and Social Media Records
    • Collection and Production Best Practices
    • Preparing Exhibits for Hearings and Divorce Trials
    • Assisting With Authentication, Hearsay and Best Evidence Rule Issues

    Continuing Education Credit

    California MCLE Paralegal – California MCLE Paralegal: 1.00

    DPA Delaware Certified Paralegal Program – DPA Delaware Certified Paralegal Program: 1.00

    Florida Registered Paralegal Program – Florida Registered Paralegal: 1.00

    Indiana Paralegal CLE – Indiana Paralegal CLE: 1.00

    Montana CLE Credit for Paralegals – Montana CLE Credit for Paralegals: 1.00

    National Association of Legal Assistants, Inc. – NALA: 1.00

    National Federation of Paralegal Associations, Inc. – NFPA: 1.00

    North Carolina State Bar Board of Paralegal Certification – North Carolina Continuing Paralegal Education: 1.00

    Ohio Certified Paralegals – Ohio Certified Paralegals: 1.00

    Paralegal Division of the State Bar of New Mexico – Paralegal Division of the State Bar of New Mexico: 1.00

    TBLS Paralegal Certification – TBLS Paralegal Certification: 1.00 *

    Washington State Paralegal Association – Washington State Paralegal Association: 1.00


    * denotes specialty credits

    Register Now

    • 01/22/2018
    • 11:00 AM - 2:15 PM
    • Audio Webinar

    Program Description

    Discovery Management Tools to Streamline Your Process

    Do you ever feel overwhelmed during the discovery process? Are you looking for valuable tips and techniques to manage documents in response to discovery requests? Become savvy at indexing, organizing, bates stamping, as well as preserving confidential documents in the form of a privilege log. Save your firm valuable time and money by learning the tools of the trade to improve your discovery skills from experienced faculty. Register today!

    • Prevent destruction of potentially discoverable documents by implementing an effective "Legal Hold."
    • Efficiently respond to document production requests to keep the retrieval process running smoothly.
    • Explore the unique issues that arise with ESI production and learn effective solutions.
    • Learn tips and techniques that will allow you to tailor a discovery management system for your firm.

    Who Should Attend

    This intermediate level course will provide attendees with organizational strategies for discovery documents. Those who should attend include:

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

    Course Content

    1. Legal Hold Process and Procedure
    2. Document Production; Review and Analysis for Privilege
    3. ESI Production: Special Problems and Solutions
    4. Organizing Documents from Clients, Opposing Parties and Others

    Continuing Education Credit

    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

    Register Now

    • 01/25/2018
    • 7:00 AM - 2:00 PM

    Program Description

    LLC Essentials, Formation Procedures, Operating Agreements and Taxation

    Do you know the differences between LLCs, S corporations, C corporations and partnerships? Do you know how to navigate through the mechanics of forming and maintaining an LLC? This insightful course will give you a foundational understanding of LLCs and take you step-by-step through formation procedure, filings, drafting operating agreements, and LLC tax treatment. Don't miss this chance to pick up practical how-tos, tips, checklists and forms - register today!

    • Understand the differences between LLCs and other entities.
    • Review the initial steps and filing procedures for the articles of organization.
    • Learn how to draft LLC operating agreements with checklists and sample language.
    • Take a closer look into the tax treatment, forms, and filing requirements of LLCs.
    • Discuss effective ways to maintain reports, filings and records associated with the LLC.

    Who Should Attend

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

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

    Course Content

    1. LLCs vs. Partnerships vs. Corps: What Paralegals Need to Know
    2. Initial Steps and Filing the Articles of Organization
    3. Drafting LLC Operating Agreement Provisions (with Checklists and Sample Language)
    4. LLC Taxation: Walkthrough of Forms and Filing Requirements
    5. Maintaining LLCs: Reports, Filings, Company Books and Records
    6. Ethics

    Continuing Education Credit

    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 *


    * denotes specialty credits

    Register Now

    • 01/29/2018
    • 10:00 AM - 11:00 AM
    • Audio Webinar

    Program Description

    Successfully Establish a System That Works!

    Whether you're working with electronic or written medical records, it is imperative to have a plan in place to keep them organized. Are your approaches as effective as they can be? Join our experienced faculty as they guide you through effective methods for sorting, scanning and reviewing medical records. Don't miss this opportunity to learn valuable tips and tricks to develop an efficient organization system - register today!

    • Take a closer look a practical examples for operative methods of arranging records.
    • Develop a proficient records checklist that works for your firm.
    • Learn commonly-used medical symbols, terminology and abbreviations for efficient medical record reviews.

    Who Should Attend

    This intermediate level course will teach attendees about effective methods for medical records organization and review. Those who should attend include:

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

    Course Content

    1. Organizing Medical Records (Real-World Examples)
    2. Reviewing Medical Records and Billings

    Continuing Education Credit

    California MCLE Paralegal – California MCLE Paralegal: 1.00

    DPA Delaware Certified Paralegal Program – DPA Delaware Certified Paralegal Program: 1.00

    Florida Registered Paralegal Program – Florida Registered Paralegal: 1.00

    Indiana Paralegal CLE – Indiana Paralegal CLE: 1.00

    Montana CLE Credit for Paralegals – Montana CLE Credit for Paralegals: 1.00

    National Association of Legal Assistants, Inc. – NALA: 1.00

    National Federation of Paralegal Associations, Inc. – NFPA: 1.00

    North Carolina State Bar Board of Paralegal Certification – North Carolina Continuing Paralegal Education: 1.00

    Ohio Certified Paralegals – Ohio Certified Paralegals: 1.00

    Paralegal Division of the State Bar of New Mexico – Paralegal Division of the State Bar of New Mexico: 1.00

    TBLS Paralegal Certification – TBLS Paralegal Certification: 1.00 *

    Washington State Paralegal Association – Washington State Paralegal Association: 1.00


    * denotes specialty credits

    Register Now

    • 01/30/2018
    • 7:00 AM - 2:00 PM
    • Webcast

    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

    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

    Register Now

    • 01/30/2018
    • 1:00 PM - 2:00 PM
    • Audio Webinar

    Program Description

    An Overview of the Medicaid Qualification Process

    Helping to qualify clients for Medicaid while protecting family assets can be a difficult task for even the most experienced of paralegals. Join our experienced faculty for an insightful look at the Medicaid qualification process and beyond, from the initial client intake to estate recovery, so you can better assist your attorney to get clients on Medicaid. Take your skills to the next level - register today!

    • Learn the ins and outs of Medicaid coverage and eligibility rules.
    • Explore ways to effectively communicate with clients during client intake.
    • Review how to confidently handle the Medicaid application process.

    Who Should Attend

    This intermediate level course will teach attendees how to effectively handle the paralegal duties associated with qualifying clients for Medicaid. Those who should attend include:

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

    Course Content

    1. Medicaid Coverage and Eligibility Rules Paralegals Need to Know
    2. Client Intake and Asset Medicaid Planning
    3. Application Process, Appeals and Post-Eligibility Issues

    Continuing Education Credit

    California MCLE Paralegal – California MCLE Paralegal: 1.00

    DPA Delaware Certified Paralegal Program – DPA Delaware Certified Paralegal Program: 1.00

    Florida Registered Paralegal Program – Florida Registered Paralegal: 1.00

    Indiana Paralegal CLE – Indiana Paralegal CLE: 1.00

    Montana CLE Credit for Paralegals – Montana CLE Credit for Paralegals: 1.00

    National Association of Legal Assistants, Inc. – NALA: 1.00

    National Federation of Paralegal Associations, Inc. – NFPA: 1.00

    North Carolina State Bar Board of Paralegal Certification – North Carolina Continuing Paralegal Education: 1.00

    Ohio Certified Paralegals – Ohio Certified Paralegals: 1.00

    Paralegal Division of the State Bar of New Mexico – Paralegal Division of the State Bar of New Mexico: 1.00

    TBLS Paralegal Certification – TBLS Paralegal Certification: 1.00 *

    Washington State Paralegal Association – Washington State Paralegal Association: 1.00


    * denotes specialty credits

    Register Now

    • 02/02/2018
    • 8:00 AM - 9:00 AM
    • Audio Webinar

    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 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

    Continuing Education Credit

    California MCLE Paralegal – California MCLE Paralegal: 1.00

    DPA Delaware Certified Paralegal Program – DPA Delaware Certified Paralegal Program: 1.00

    Florida Registered Paralegal Program – Florida Registered Paralegal: 1.00

    Indiana Paralegal CLE – Indiana Paralegal CLE: 1.00

    Montana CLE Credit for Paralegals – Montana CLE Credit for Paralegals: 1.00

    National Association of Legal Assistants, Inc. – NALA: 1.00

    National Federation of Paralegal Associations, Inc. – NFPA: 1.00

    North Carolina State Bar Board of Paralegal Certification – North Carolina Continuing Paralegal Education: 1.00

    Ohio Certified Paralegals – Ohio Certified Paralegals: 1.00

    Paralegal Division of the State Bar of New Mexico – Paralegal Division of the State Bar of New Mexico: 1.00

    Washington State Paralegal Association – Washington State Paralegal Association: 1.00


    * denotes specialty credits

    Register Now

    • 02/14/2018
    • 8:00 AM - 11:20 AM
    • Audio Webinar

    Program Description

    Preparing Litigation for Police Liability Claims

    Holding police departments accountable for harms against citizens is a difficult task for any law firm. This course will help you assist your attorney in preparing for successful litigation in policy liability cases. You will gain a firm understanding of the statutes and constitutional principles that protect citizens from unwarranted police action. Our faculty will guide you through the difficult discovery process and show you how to prepare a case for trial. Register today!

    • Learn the requirements for civil rights claims under 42 U.S.C. §1983.
    • Understand the ways for civilians to gain information from the police, including freedom of information requests.
    • Find the best expert witnesses for a police liability case.
    • Get tips for assembling a trial notebook and drafting a powerful exhibit list.

    Who Should Attend

    This intermediate level course is designed to teach attendees how to effectively handle police liability cases. Those who should attend include:

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

    Course Content

    1. Relevant Police Liability Laws and Issues
    2. Discovery in Police Liability Cases
    3. The Paralegal's Role in Police Liability Litigation

    Continuing Education Credit

    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

    Register Now

    • 02/15/2018
    • 7:00 AM - 2:00 PM
    • Webcast

    Program Description

    Investigate/Track Liens, Communicate with Lienholders and Pick up Resolution Tips

    This program is designed to provide you with practical how-to's, tips and resources for handling liens in personal injury cases. Find out how to effectively identify, investigate and track potential liens; correspond with lienholders; and assist with lien negotiations/reductions. Don't miss this opportunity to improve your skills and value as a paralegal - register today!

    • Receive a practical overview of subrogation and liens.
    • Understand lien laws, regulations and recent changes.
    • Gain pointers for investigating, tracking and resolving liens.
    • Learn how to investigate ERISA liens and work with recovery agents.
    • Obtain practical how-to's for handling Medicare liens and set-asides.
    • Get the latest on Medicaid subrogation liens.
    • Learn how to handle hospital, ambulance and workers' compensation liens.

    This is a rebroadcast of the original webcast delivered by Kelly L. Centofanti, Ann S. Jacobs and Robert J. Kasieta on March 30, 2017. Faculty will be available to answer your questions after the program.

    Who Should Attend

    This intermediate level course will provide attendees with guidance on handling liens in personal injury cases. Those who should attend include:

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

    Course Content

    1. Subrogation and Liens - Simplified.
    2. Paralegal Processes and Procedures (w/Sample Forms, Docs and Checklists)
    3. ERISA Liens (w/Sample Forms, Docs and Checklists)
    4. MEDICARE Liens (w/Sample Forms, Docs and Checklists)
    5. MEDICAID Liens (w/Sample Forms, Docs and Checklists)
    6. Resolving Other Liens
    7. Ethics of Lien Resolution

    Continuing Education Credit

    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

    Register Now

    • 02/20/2018
    • 8:00 AM - 3:00 PM
    • Webcast

    Program Description

    Obtain Killer Tips for Managing and Organizing Files, Discovery Documents, Exhibits and More

    Do you know the best methods for managing electronic documents so they're easy to find and readily accessible for trial prep or trial? Are you looking for faster, more efficient ways of indexing/bating documents? In this program, seasoned faculty will provide you with tips, tricks and useful resources for managing paper and electronic documents throughout the litigation process. Come away with powerful organizational strategies and enhance your productivity - register today!

    • Uncover scanning tips for the paperless office and organization methods for scanned documents.
    • Obtain insights on storing on formal databases, the cloud or your PC for effortless access later on.
    • Explore best practices for managing discovery requests and responses.
    • Pick up pointers for bates-stamping, redaction and indexing of documents.
    • Delve into Microsoft OneNote and other programs/software for document management.
    • Learn how to best prepare exhibits, exhibit lists, witness lists, trial binders and audio/video for court.

    This is a rebroadcast of the original webcast delivered by Mark Hazelbaker and Rebecca N. Lilley on April 20, 2017. Faculty will be available to answer your questions after the program.

    Who Should Attend

    This intermediate level course is designed to give attendees the skills and tools they need to effectively manage litigation documents. Those who should attend include:

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

    Course Content

    1. Electronic Document Management and Storage
    2. Organizing, Indexing and Maintaining Case File Documents
    3. Discovery Document Management
    4. Litigation Document Management Programs and Software
    5. Trial Exhibits; Exhibit and Witness Lists
    6. Organizing Trial Binders/Notebooks
    7. Legal Ethics

    Continuing Education Credit

    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 *

    Washington State Paralegal Association – Washington State Paralegal Association: 6.00


    * denotes specialty credits

    Register Now

    • 02/21/2018
    • 11:00 AM - 2:15 PM
    • Audio Webinar

    Program Description

    Your Guide to Surveys and Legal Descriptions

    Reviewing surveys and legal descriptions requires the utmost attention to important details. Are you prepared to uncover every key aspect? Join our experienced faculty as they guide you through how to recognize what surveys and legal descriptions are trying to tell you about the property you're evaluating. Catch problems and errors before property changes hands, and prevent future legal disputes. Register today!

    • Take a look at how to review, understand and summarize surveys.
    • Develop an understanding of the particular uses of different types of surveys.
    • Learn how to interpret, draft and draw out legal descriptions.
    • Review ways to recognize and resolve issues with surveys and legal descriptions.

    Who Should Attend

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

    • Paralegals
    • Legal Assistants
    • Legal Support Staff

    Course Content

    1. Land Surveys: Reviewing, Understanding and Summarizing
    2. Solving Land Survey Issues
    3. Legal Descriptions: Interpreting, Drafting and Drawing Out
    4. Recognizing and Resolving Legal Description Problems

    Continuing Education Credit

    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

    Register Now

    • 02/28/2018
    • 7:00 AM - 2:00 PM
    • Webcast

    Program Description

    Practical Insights on Answering Written and Production Discovery

    Do you know all the tips and tricks for making objections in discovery? Are you aware of the best approaches to reviewing, bates-stamping/indexing of documents and managing other aspects of the production process? In this program, seasoned faculty will share their hard-won insights for answering requests and handling traditional and electronic productions with finesse. Enhance your skills - register today!

    • Obtain best practices for responding to interrogatories, RFAs, RFPs and other requests.
    • Gain practical insights on making objections to discovery requests.
    • Learn how to effectively review documents for privilege, responsiveness and other issues.
    • Get pointers on bates-stamping, redaction, duplication and indexing of documents.
    • Explore how to best manage electronic productions and work with PDF, TIFF and native file formats.
    • Receive tips on keeping proper discovery, privilege and production logs.

    This is a rebroadcast of the original webcast delivered by Phyllis R. Calloway and Karin M. Scheele on May 18, 2017. Faculty will be available to answer your questions after the program.

    Who Should Attend

    This intermediate level course is designed to give attendees the knowledge and skills they need to effectively answer written and production discovery. Those who should attend include:

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

    Course Content

    1. Responding to Requests: Rules, Pitfalls and Tips
    2. Proper Use of Discovery Objections
    3. Document Review and Production
    4. Electronic Productions; Preserving, Collecting and Producing ESI
    5. PDF, TIFF and Native File Productions: Paralegal Tips and Tricks
    6. Discovery, Privilege and Production Logs (w/Samples)
    7. Ethical Issues in Discovery for Paralegals

    Continuing Education Credit

    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

    Register Now

    Can't Attend?
    Purchase the Recording.

    Video DVD + Course Book

    $299.00 Order Now

    OnDemand Video

    $299.00 Order Now

    Questions


    How To Order

    Web: Order Now
    Call: 800.793.5274
    Fax: 715.835.1405
    Mail: IPE
    P.O. Box 3067
    Eau Claire, WI 54702
    • 03/07/2018
    • 8:00 AM - 3:00 PM
    • Webcast

    Program Description

    Your Guide to Title Law

    Do you have the knowledge you need to assist your firm with important issues involving real estate title? This insightful course will run through valuable information on title examinations, reading surveys and plats, use of easement and much more. Don't miss this opportunity to build your skills - register today!

    • Explore essential forms, procedures and practice tips for conducting an effective title search.
    • Understand how to read surveys, descriptions and plats.
    • Examine effective measures to cure title problems.
    • Review title insurance closing letters.
    • Learn how to create, amend and terminate easements.

    Who Should Attend

    This intermediate level course is designed to give paralegals the knowledge they need to effectively navigate through real estate title issues. Those who should attend include:

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

    Course Content

    1. How to Conduct a Title Search and Examination
    2. Understanding Surveys, Descriptions and Plats
    3. Review of Methods for Curing Title Problems
    4. The Title Insurance Commitment and Closing Letters
    5. Different Ways to Hold Title
    6. Easements: How to Create, Amend and Terminate
    7. Ethical Issues in Title Law

    Continuing Education Credit

    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

    Register Now

    • 03/08/2018
    • 7:00 AM - 2:00 PM
    • Webcast

    Program Description

    Tackle the Most Difficult Corporate Challenges

    There are a variety of challenges faced by corporate paralegals - are you prepared to confront each challenge head on? From preparing corporate formation documents, managing and maintaining essential records, ensuring due diligence and managing trademarks and patents; this course provides the tools you need to succeed - register today!

    • Explore challenges faced while drafting formation documents and how to overcome them.
    • Learn how to successfully manage communication among directors and officers.
    • Discuss how to avoid future problems by adhering to recordkeeping guidelines.
    • Make sure the appropriate consideration is given to every detail in important business transactions.
    • Review the ins and outs of trademarks and patents to ensure no stones are left unturned.

    Who Should Attend

    This intermediate level course is designed to give attendees the knowledge they need to effectively handle corporate paralegal responsibilities. Those who should attend include:

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

    Course Content

    1. Challenges in Drafting Corporate Formation Documents
    2. Safeguarding Effective Communication
    3. Recordkeeping Roadblocks
    4. Ensuring Due Diligence for Business Transactions
    5. Managing the Challenges With Trademarks and Patents
    6. Ethics

    Continuing Education Credit

    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

    Register Now

Past events

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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