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Washington State Paralegal Association

WSPA Recurring Monthly Events 

Each month WSPA brings you at least two member events to allow you to "CONNECT" with other paralegal professionals.

WSPA Connect, a lunch time opportunity for meeting with other professionals, generally held 2nd Wednesday

of each month from 12 to 1 pm.

WSPA Member and Board Meeting -  Any active members are encouraged to come to the meeting to see what the Board does and to ask any questions of the Board.  Held the third Wednesday of each month, starting at 6:30 pm. 

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WSPA is pleased to partner with Lorman Education for CLE offers. Come back for upcoming events with

LORMAN Education Services



Please check back regularly for updates. 

Please visit http://www.lormaneducation.com/affiliate/ for a complete listing of courses applicable to your organization. You can also download these courses to list on your site, or create email templates to notify your members or subscribers.

For questions, or for more information, please contact your account manager Amanda Grambsch atagrambsch@lorman.com or 800-678-3940.

Upcoming Events & CLEs

  • The Intellectual Property Paralegal

    • 01/23/2025
    • 9:00 AM - 12:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/99630

    Overview

    Build Your Core Competencies and Explore the Latest IP Trends

    Whether you're an experienced IP paralegal or just starting your career, this clear and concise course will equip you with the essential knowledge and skills to thrive in today's dynamic intellectual property practice. Get a solid foundation of IP basics and get insights into the latest challenges and best practices for effectively supporting attorneys on in researching, obtaining, and protecting IP rights. Register today!

    • Master core IP law concepts you need to get started.
    • Get an update on the top issues facing IP practitioners today: from AI to digital assets.
    • Build effective research and due diligence skills with guidance from experienced practitioners.
    • Get tips for managing IP portfolios.

    Abbreviated Agenda

    1. Intro to Intellectual Property Law: A Paralegal's Role
    2. 2025 IP Update for Paralegals
    3. IP Paralegal Skills Toolkit: Practical Tips From Experienced Professionals
    Show details

  • GIS and Mapping Insights for Paralegals

    • 01/24/2025
    • 10:00 AM - 11:00 AM
    • Webcast

    Regster: https://ipe-sems.com/products/99711

    Overview

    Use GIS Tools and Software to Help Create Maps for Litigation Support

    Unsure how to use GIS (geographic information systems) to create basic maps? This program provides an overview on using GIS for property boundary mapping, land use planning/zoning, title searches, easements, environmental law, and litigation support. Samples and visuals are provided to gain better insight on how paralegals can use GIS to prepare materials. Enroll now!

    • Learn how to use GIS to create mapping documents for legal boundary cases.
    • Become more efficient with mapping documents by utilizing GIS.
    • Understand the different GIS  functions and advantages.

    Abbreviated Agenda

    1. What is GIS and Why You NEED to Know it
    2. GIS Mapping Types with Samples
    3. How to Use GIS to Create Basic Maps with Samples
    4. GIS Legal Considerations for Paralegals
    Show details

  • WSPA Lunch and Learn - Mentoring for Career Growth and Personal Development

    • 01/24/2025
    • 12:00 PM - 1:00 PM
    • Zoom
    • 14 registrants
    Register


    About the class:

    This session will explore mentoring from the perspective of the mentee and mentor. We will discuss the benefits of mentoring, consider how to create an effective mentoring relationship, and develop strategies to process and implement feedback.

    About the instructor:

    Brenda Cothary is a paralegal at Coordinated Care in Tacoma, WA, where she specialized in regulatory filings and contract management. Brenda has over 25 years’ experience as a paralegal, working in private practice, state government, and corporate legal departments. She has experience in collections, bankruptcy, personal injury, administrative law and contracts.

    Brenda has been a member of the Washington State Paralegal Association (WSPA) since 1999. She has served in the following roles with WSPA: Regulation Coordinator, Chapter Director, Vice President of Membership, President, and Primary and Secondary Representative to the National Federation of Paralegal Associations (NFPA). She has served as NFPA’s Education Coordinator, Legislative Coordinator, and Region I Director, in addition to many committee appointments.

    Brenda has a bachelor’s degree in political science and criminal justice from the University of Idaho and a master’s degree in law from Champlain College. She received her certificate in paralegal studies from Highline Community College. She has served on the Tacoma Community College Paralegal Advisory Committee and the Washington State Bar Association’s Limited License Legal Technician (LLLT) Board.


    Show details

  • Family Law Case Management for Paralegals

    • 01/29/2025
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/99557

    Overview

    Tangible Organizational Strategies, Practical Trial Prep Tips, Case Management Tools, and More

    Whether you're new to family law, or you're just looking for a refresher on case management, this course is for you! Join our seasoned faculty as they delve into essential guidelines for handling difficult clients, maintaining files, scheduling court dates and appointments, and much more. Elevate your skills - register today!

    • Review best practices for communicating with clients.
    • Learn new tactics for organizing files.
    • Formulate strategies for analyzing financial information.
    • Obtain best practices for trial preparation.
    • Explore various case management tools and helpful forms.

    *Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

    Abbreviated Agenda

    1. Best Practices in Client Communication
    2. Techniques for Case Development and File Management
    3. Do's and Don'ts of Litigation Management and Trial Prep
    4. Gathering and Analyzing Financial Information
    5. Insights on Helpful Software and Tools in Family Law
    6. Paralegal Ethics
    Show details

  • How to Collect Evidence from Smartphones, Smartwatches and Other Smart Devices

    • 01/29/2025
    • 12:00 PM - 3:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/99569

    Overview

    Becoming a Digital Sleuth and Examining Electronic Evidence

    The digital age has opened a treasure trove of evidence - but how do you extract it? With so much information available at one’s fingertips and the many methods of data interpretation, e-discovery can be a hard case to crack. Join our experienced faculty to learn about how the different types of devices used in everyday life can reveal a whole new world of data. Through subpoenas, location and biometric data, and communication history, learn how to interpret and collect evidence for a case. Register today!

    • Understand the process behind filing for a subpoena involving electronically stored information (ESI)
    • Analyze sources of data/metadata and the methods used to prepare or preserve it
    • Learn common strategies used to reveal evidence from smart devices
    • Review how to make connections between information found during e-discovery

    Abbreviated Agenda

    1. Filing Subpoenas and Looking for Data/Metadata
    2. Revealing Smartphone Information
    3. Computers, Tablets, and Wearables
    4. Home and Auto Device Data
    Show details

  • Paralegals' Guide to Wills and Trusts

    • 01/30/2025
    • 11:00 AM - 2:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/99572

    Overview

    Master Critical Tasks and Documents

    Drafting wills and trusts requires a detail-oriented approach to writing and the results (or mistakes) may not come to light until years after the task is complete. It's essential to get it right. This fast-paced and practical course offers the knowledge and skills you need to assemble effective documents. Ensure you have a solid understanding of the key aspects of wills and trusts - register today!

    • Take a closer look at the key components for drafting wills.
    • Explore the ins and outs of drafting trusts.
    • Improve outcomes in client communications and notices.
    • Find effective ways to prep, organize, and store documents.
    • Ensure the plan is implemented correctly with tips for funding the trusts.

    Abbreviated Agenda

    1. Drafting and Executing Wills
    2. Keeping the Plan on Track: Deadlines, Client Communications, and Notices
    3. Drafting and Funding Trusts
    4. Developing a Document Preparation System
    5. Common Mistakes Paralegals Make in Wills and Trusts Practice
    Show details

  • Client Intake and Management Tool Kit for Paralegals

    • 01/31/2025
    • 11:00 AM - 12:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/99679

    Overview

    Why Your Old Intake Processes Are Inefficient - and What to Do Instead

    Failing to keep client files up to date, inadequate communication, resistance to technological change - these are just a few of the mistakes that even experienced paralegals make. Are you ready to step up to the plate and lay the groundwork for a positive case outcome? In this paralegal-focused course, our accomplished instructors reveal tips and tricks for effective client intake and management. Take control of your professional growth - register today!

    • Identify key steps to take in the preliminary client meeting.
    • Demonstrate best practices in preparing client intake forms.
    • Formulate strategies for using CRM technology during the intake process.

    *Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

    Abbreviated Agenda

    1. First Steps in Client Intake: Conducting Interviews and Gathering Info
    2. Preparing Client Files and Intake Forms: Timesaving Tips
    3. Managing Expectations and Navigating Difficult Conversations
    4. Case Management and Data Entry: Gathering Evidence and Documents
    5. Using CRM Technology to Streamline Processes: How You Benefit
    Show details

  • Complete Construction Document Guide for Paralegals

    • 02/05/2025
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/99731

    Overview

    From Bid Documentation to Litigation

    Construction projects come with copious amounts of documents. Our seasoned faculty will show you how to make sense of it all, keep it under control, and reveal drafting tips for the documents you're expected to prepare. From bid documentation to construction contracts to litigation documents (and everything in between), this program will give you the insights you need to assist in construction transactional or dispute matters. Build confidence in your construction knowledge - register today!

    • Learn how to make sense of plans, specifications, and drawings.
    • Review the anatomy of a construction contract and popular standard contract document forms.
    • Get tips for organizing and storing construction documents for quick and easy search and retrieval.
    • Discover how to draft different pleadings and motions in construction litigation.
    • Gain practical insights on managing discovery and document productions.

    Abbreviated Agenda

    1. Paralegals' Guide to Bidding Documents
    2. Construction Contracts Made Simple
    3. Permit Applications, Inspections, and Reports: What You Need to Know
    4. Construction Document Management and Project Monitoring
    5. Mechanic's Liens, Stop Notices, and Bonds
    6. Drafting Pleadings and Motions in Construction Litigation
    7. Document Management and Production Insights
    8. Paralegal Ethics
    Show details

  • Top 5 Power Skills for New Family Law Paralegals

    • 02/06/2025
    • 10:00 AM - 1:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/99750

    Overview

    Avoiding Document Drama and Assisting Clients in a Meaningful Way

    Intimidated by Family Law? Struggling to meet the demands of day-to-day client communication and record-keeping? Already feeling tired from finance and custody documents? Learn some of the most effective power skills to supercharge your career: take client communication head-on, manage cases with ease, and skillfully overcome common documentation hurdles. Enhance your career in family law- enroll today!

    • Learn the art of effective communication and manage clients with ease.
    • Understand how document drafting can be expedited through different software strategies.
    • Prepare for intensive financial analysis to properly assist clients with assets and property division.
    • Discover skills for planning custody and parental arrangements.

    Abbreviated Agenda

    1. POWER SKILL #1: Handling Client Intake and Communication With Ease
    2. POWER SKILL #2: Singling Out Effective Software Strategies (with sample checklist)
    3. POWER SKILL #3: Drafting and Reviewing Documents Like a Pro
    4. POWER SKILL #4: Assuring Success in Financial Analysis and Assets
    5. POWER SKILL #5: Hitting the Mark in Shared Custody and Arrangements
    Show details

  • Law Office Management Mastery for Paralegals

    • 02/12/2025
    • 8:00 AM - 3:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/99761

    Overview

    Efficiency, Precision, and Excellence Unlocked!

    Unlock the secrets to exceptional law office management with our comprehensive seminar. This 6-hour intensive program is designed to elevate your skills and streamline your workflow, empowering you to excel in your role. Join us to gain invaluable insights and practical tools that will enhance every aspect of your legal support work. Register today!

    • Optimize Client and Case Management: Learn effective techniques.
    • Boost Time Management and Productivity: Discover strategies for better productivity.
    • Enhance Legal Research and Organization: Master research methods, streamline information organization, and ensure data security.
    • Improve Communication and Relationship Building: Develop effective communication strategies and utilize advanced communication tools.
    • Achieve Document Perfection: Create impeccable legal documents for flawless results.
    • Excel in Financial Management: Understand legal billing processes, manage invoicing, and perform financial reporting and analysis with confidence.

    *Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

    Abbreviated Agenda

    1. Client and Case Management
    2. Time Management and Productivity
    3. Legal Research and Organization
    4. Effective Communication Strategies and Relationship Building
    5. Document Perfection
    6. Financial Management in a Law Office
    Show details

  • Mastering the Art of Federal Litigation Support; A Paralegal's Guide

    • 02/13/2025
    • 11:00 AM - 2:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/99732

    Overview

    Litigation Liftoff: A Paralegal's Path to Success

    Unleash your potential as a paralegal powerhouse! This dynamic course equips you with essential skills to excel throughout the litigation process. Discover the intricacies of the Federal Rules of Civil Procedure, craft compelling pre-trial motions, and shine in the courtroom. Learn how to be an indispensable asset during trials, post-trial proceedings, and appeals. Leave this course confident in your ability to contribute significantly to success - register today!

    • Learn about key provisions of the Federal Rules of Civil Procedure relevant to paralegals.
    • Discover how to provide efficient and thorough discovery assistance.
    • Unleash the potential of your pre-trial motions.
    • Become an indispensable litigation asset for those you support.
    • Explore post-trial motions and appeals.

    Abbreviated Agenda

    1. The Federal Rules of Civil Procedure: Overview of Key Provisions for Paralegals
    2. Efficient but Thorough Discovery Assistance
    3. The Art of Preparing Winning Pre-Trial Motions
    4. Trial Time: How to Become and Indispensable Asset in the Courtroom
    5. How to Assist During Post-Trial Motions and Appeals
    Show details

  • When Metes Meet Bounds: Making Sense of Legal Descriptions as a Paralegal

    • 02/14/2025
    • 10:00 AM - 11:00 AM
    • Webcast

    Register: https://ipe-sems.com/products/99915

    Overview

    Interpret, Review, and Plot Legal Descriptions With Confidence

    Unlock the mysteries of legal descriptions! This practical paralegal program will give you the knowledge and tools you need to review legal descriptions to ensure clear title ownership and prevent or resolve legal disputes. Demystify the world of metes and bounds and become a go-to resource in your legal team. Register today!

    • Master the essentials: know the types and key components of legal descriptions.
    • Get checklists and tips to ensure your review of legal descriptions is comprehensive.
    • Discover easy and effective ways to plot legal descriptions.

    Abbreviated Agenda

    1. Key Types and Components of Legal Descriptions Paralegals Need to Know
    2. Checklist for Reviewing Legal Descriptions
    3. Verifying Monuments, Bearings, Distances, Curves, Calls, and More
    4. Checking Adjoining Properties and Easements
    5. Plotting Property Boundaries: Tools to Translate Written Descriptions Into Visual Representations
    6. Common Issues and Corrective Measures
    Show details

  • Keeping Every Probate Case on Track: Tasks and Deadlines Juggling Guide for Paralegals

    • 02/18/2025
    • 9:00 AM - 10:00 AM
    • Webcast

    Register: https://ipe-sems.com/products/99902

    Overview

    Tips and Checklists to Ensure Every Case Stays on Track

    Countless tasks, tight deadlines, large estates, and other issues can make probate cases difficult to juggle. Don't let these overwhelm you! This program will provide you with practical resources and tips for probate case management so you can keep every case on track no matter the complexities. Stay ahead of crucial deadlines and deliver better outcomes for clients - register today!

    • Get a master list to ensure no tasks big or small get missed.
    • Build a well-constructed probate timeline to stay organized, prioritize, and prevent delays.
    • Use checklists in document prep and review to reduce errors and work more efficiently.

    Abbreviated Agenda

    1. Master Probate Task Checklist: Creating a Timeline and Managing Court Filings
    2. Automating Tasks and Best Digital Tools for Workflow Management
    3. Document Prep and Review Checklists
    4. Communication Best Practices: Clients, Courts, Beneficiaries
    5. Staying Organized: Practical Tips for Managing Multiple Probate Cases
    Show details

  • Reading Tax and Financial Statements: A Huge Value for Corporate Paralegals

    • 02/19/2025
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/99769 

    Overview

    Make Yourself Indispensable With These Tax and Financial Analysis Skills

    Understanding financial statements and tax returns can significantly enhance a paralegal's value to their legal team. Here's why:

    1. Enhanced Legal Support:

      • Informed Decision-Making: Paralegals can provide more informed insights to attorneys, helping them make better strategic decisions.
      • Effective Negotiation: A deep understanding of financial data allows paralegals to support negotiation strategies more effectively.
      • Stronger Litigation Support: Financial analysis can be crucial in preparing for and supporting litigation cases.

    2. Improved Due Diligence:

      • Risk Assessment: Paralegals can identify potential financial risks and liabilities during due diligence investigations.
      • Red Flag Detection: A knowledge of financial statements can help spot red flags that might indicate fraudulent activity or financial instability.

    3. Proactive Problem Solving:

      • Anticipating Issues: By understanding financial data, paralegals can anticipate potential legal issues and take proactive steps to address them.
      • Risk Mitigation: Financial knowledge can help paralegals identify areas where clients may be exposed to financial risks and advise on mitigation strategies.

    4. Enhanced Client Service:

      • Informed Communication: Paralegals can communicate more effectively with clients by explaining complex financial concepts in a clear and understandable manner.
      • Value-Added Services: By offering financial analysis, paralegals can provide additional value to clients beyond traditional legal services.

    In essence, a paralegal's knowledge of financial statements and tax returns can make them a more valuable asset to their legal team, enabling them to provide more effective support, identify potential risks, and contribute to the overall success of their clients' legal matters. This course will help you do just that.

    Make yourself indispensable - register today!

    Abbreviated Agenda

    1. Obtaining Tax and Financial Records
    2. Understanding Tax Returns and Accompanying Documents
    3. Using Financial Statements and Tax Returns to Support Negotiations and Litigation
    4. Analyzing Business Records and Financial Statements
    5. Investment Portfolio Analysis
    6. Financial Forensics Tools and Working With Experts
    7. Legal Ethics for Paralegals
    Show details

  • 6 Things Attorneys Wish Paralegals Knew About Privilege and Confidentiality

    • 02/20/2025
    • 11:00 AM - 1:15 PM
    • webcast

    Register: https://ipe-sems.com/products/99756

    Overview

    Legal Secrets for Paralegal Success.

    Understand your role in protecting confidential information effectively. This program walks you through the fundamentals of attorney-client privilege and confidentiality, highlighting common scenarios and best practices to prevent inadvertent disclosures. Gain valuable insights into attorneys' expectations and ensure the highest standards of legal practice - build your knowledge and register today!

    Benefits to attending:

    • Understand Key Legal Concepts: Learn the differences between attorney-client privilege, confidentiality, and the work-product doctrine.
    • Effective Communication: Master best practices for communicating with clients and handling confidential information to ensure legal compliance.
    • Real-World Applications: Explore practical scenarios and challenges, including maintaining confidentiality in daily practice and managing privilege logs.

    Abbreviated Agenda

    1. Part One
    2. Part Two
    Show details

  • Divorce Drama: the Paralegal's Guide to Overcoming Top Obstacles

    • 02/21/2025
    • 12:00 PM - 3:15 PM
    • Webcast

    Register; https://ipe-sems.com/products/99735

    Overview

    Are You Confident in Your Ability to Overcome Any Hurdle That Arises?

    Imagine this: You just filed a pleading in a divorce case. All seemed to be going according to plan, and then you discovered you made a major error in the pleading. As a direct result of your mistake, the case is delayed, and things look grim for the client. Are you prepared for the potential repercussions? In this paralegal-focused program, our experienced faculty provide you with best practices for sidestepping common landmines in divorce cases. Take your skills to the next level - register today!

    • Formulate cutting-edge strategies for drafting and filing complaints and motions.
    • Uncover practical guidance for dealing with AI and deepfakes in divorce cases.
    • Gain tips and tactics for handling intricate financial issues.
    • Develop solutions for complex custody and support matters.

    Abbreviated Agenda

    1. Perfecting Client Intake and Case Management: Tips for Experienced Paralegals
    2. Advanced Drafting and Filing Techniques: Complaints, Motions, and More
    3. AI and Deepfakes in Divorce: Advanced Issues and Answers
    4. Handling Complex Financial Issues in Divorce for Paralegals
    5. Your Guide to Resolving Custody and Support Issues
    Show details

  • LLCs and Me: The Paralegal's Role in Entity Formation

    • 02/25/2025
    • 11:00 AM - 12:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/99914

    Overview

    Key Forms, Agreements, Checklists, and Reporting Requirements

    Behind every successful business entity is a skilled professional who ensures the foundation is solid. This practical briefing will empower you with the knowledge, forms, and checklists you need to play a pivotal role in the formation of different types of limited liability companies (LLCs). Whether you're new to the field or looking to sharpen your skills, this program will provide you with the practical guidance needed to support attorneys and clients effectively. Become an indispensable asset in the entity formation process - register today!

    • Review all the forms and steps needed to form an LLC.
    • Discover the nuances of creating different types of LLCs.
    • Identify critical recordkeeping and reporting practices that reinforce the validity of the LLC.

    Abbreviated Agenda

    1. Steps, Forms, and Checklists for Forming an LLC
    2. Filing Articles of Organization and Drafting Operating Agreements
    3. How Formation Differs Based on the "Check-the-Box" Election
    4. Single-Member vs. Multi-Member LLCs; Member-Managed vs. Manager-Managed
    5. What's Different About Forming Professional LLCs? Series LLCs? L3Cs? Foreign LLCs?
    6. Recordkeeping and Reporting Requirements
    Show details

  • From Chaos to Control: Effective Litigation Document management

    • 02/26/2025
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/99744

    Overview

    Stop Worrying About Misplacing Critical Documents

    Litigation is much easier when you don't have to think twice about finding important case documents. This focused, full-day program will reveal practical, creative, and cost-effective techniques to help you stay on top of even the most document-intensive cases. Get and stay organized - register today!

    • Review the most effective ways to organize a legal case file.
    • Simplify document management with Microsoft products.
    • Get tips for managing both incoming and outgoing discovery documents.
    • Organize medical and other records in a way that is most useful to you and your attorney.
    • Ensure your attorney can access exhibits and other documents at the drop of a hat at trial.

    *Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

    Abbreviated Agenda

    1. Case File Organization & Electronic Document Management
    2. Word, Excel, & Adobe
    3. Discovery Document Management: Incoming Discovery
    4. Discovery Document Management: Outgoing Discovery
    5. Managing Medical, Financial & Other Types of Records
    6. Organizing Documents for Trial: Notebooks, Exhibits, Exhibit & Witness Lists
    7. Paralegal Ethics: Following the Rules & Your Moral Compass
    Show details

  • SSDI Claims 2025: Paralegal's Guide to Filing Procedures, Impairment Listings and More

    • 03/04/2025
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/99991

    Overview

    Keep Up With Procedures, Claim Proof Rules and Tactics, and More

    In obtaining disability benefits for clients, the lion's share of the work falls on the shoulders of the paralegals. To boot, the rules keep changing, from medical opinion evidence and e-folder documentation to scheduling and hearing procedures. This essential course will give you the current information you need to help clients get much-needed benefits. Register today!

    • Get an update on claim e-filing and scheduling procedures.
    • Learn what key issues to look for when assessing claims at intake.
    • Walk through best practices for establishing the claimant's disability timeline.
    • Address changing medical history, treating physician opinions, and prescription use disclosures.
    • Get effective pre-hearing and hearing tactics.
    • Prepare for federal court appeals procedures.

    Abbreviated Agenda

    1. SSR Rules Update, Obtaining Representative Authorization With the SSA
    2. Current Claim Trends and Notable Impairment Listing Changes
    3. Claim Evaluation: Establishing Disability Timeline, Identifying Weaknesses, Forming a Strategy
    4. Initial Application, E-Folder and Supporting Documentation, New SSI E-Filing
    5. Medical Records, Doctor Letters, Medication History, Requesting Additional Testing
    6. Requests for Reconsideration
    7. Hearing Briefs: Framing the Case, Supporting Documents
    8. ALJ Hearing Tactics
    9. Vocational Expert Tactics
    10. Federal Court Appeal and Representative Fee Issues
    11. Paralegal Ethics
    Show details

  • Real Estate Documents Deep Dive: An Advanced Guide for Paralegals

    • 03/06/2025
    • 11:00 AM - 2:15 PM
    • webcast

    Register: https://ipe-sems.com/products/99993

    Overview

    Confidently Handle More Complicated Transactions and Documentation

    When the stakes are high, you need to dig deeper! This program will show you how to do an in-depth analysis of purchase and sale agreements and other documents, with a focus on more high-value and complex transactions. Enhance your understanding and be ready for the complicated assignments that come your way - register today!

    • Spot problems in high-value, complex purchase and sale contracts.
    • Delve deeper into complex deed structures and title issues.
    • Learn how to do a detailed examination of more intricate financing documents.
    • Be ready to prepare closing documents for multi-party and multi-jurisdictional transactions.

    Abbreviated Agenda

    1. Analyzing High-Value and Complicated Purchase Agreements
    2. Detangling Complex Deeds, Title Issues, and Due Diligence Reports
    3. Closing Documents for Commercial, Multi-Jurisdictional, and Multi-Party Transactions
    4. Sophisticated Financing Structures and Documents
    5. Navigating Intricate Lease Agreements
    Show details

  • Screening Secrets: A Paralegal's Guide

    • 03/11/2025
    • 10:00 AM - 1:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/99992

    Overview

    Ensure Clients Are Properly Assessed and Informed at the Outset

    As a paralegal, you play a crucial role in the screening process - serving as the first line of assessment and interaction with potential clients. Do you have the confidence and finesse to interact with third parties? Can you spot red flags before the firm invests in the client and case? Join our experienced faculty for tips and tricks on evaluating potential clients, managing information, and forging strong relationships from the outset. Enhance your value - register today!

    • Flush out all the information you need with effective questioning strategies.
    • Discover what to do if you catch a prospective client in a lie.
    • Trust but verify: secure and comb through documents and client background information.
    • Learn how to bring up sensitive issues without alienating clients or causing defensiveness.
    • Let AI and other tech tools do some of the screening and document review work for you.

    Abbreviated Agenda

    1. Questioning Techniques and Rapport Building: The Art of Effective Client Interviews
    2. Communication Compass: What You Should and Should Not Say to Clients
    3. Strategic Screening: Spotting Red Flags Before Your Attorney Does
    4. Precise and Protected: Documenting and Managing Intake Information
    5. Navigating Sensitive Territory: Tactful Probing and Managing Difficult Conversations
    6. Deception Detective: Identifying and Responding to Misleading or False Information
    7. Digging Deeper: Collecting Documents and Conducting Background Checks
    8. Tech-Savvy Screening: Leveraging AI and Other Tools in Screening and Document Review
    Show details

  • Beyond Borders: Paralegal Essentials on Immigration Law

    • 03/18/2025
    • 12:00 PM - 3:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/99976

    Overview

    Find Out How You Can Make an Impact in Immigration Law Today

    Whether you're just starting off as an immigration paralegal, or you have years of experience in the field and want a refresher, this course is built for you! Join our distinguished faculty as they walk you through the ins and outs of immigration law. Review your responsibilities as an immigration paralegal, explore the naturalization process, and examine available defenses against deportation. Expand your knowledge - register today!

    • Get a quick rundown of critical immigration laws and agencies.
    • Differentiate non-immigrant vs. immigrant visas.
    • Formulate strategies for assisting clients in obtaining visas.
    • Demonstrate best practices for assisting attorneys in deportation cases.

    Abbreviated Agenda

    1. Intro to U.S. Immigration Law for Paralegals
    2. Removal and Deportation Defense: How You Can Assist Your Attorney and Client
    3. Immigrant Visas: Paralegal Tips to Streamline the Application Process
    4. Non-Immigrant Visas: How to Support Clients in Obtaining Temporary Visas
    5. Naturalization: What You Need to Know
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  • Family Law Fixes: A Paralegal's Guide to Tackling Complex Dilemmas

    • 03/19/2025
    • 8:00 AM - 3:00 PM
    • Webcast

    Register: https://ipe-sems.com/products/99978

    Overview

    Don't Overlook This Opportunity to Enhance Your Skills

    Managing complex child support calculations, tracing hidden assets, and dealing with high-conflict custody disputes are just a handful of the tasks that paralegals take on in family law cases. Do you have the skills you need to tackle whatever obstacle comes your way? In this advanced-level program, our esteemed instructors provide you with ingenious strategies for overcoming legal challenges in family law. Sharpen your edge - register today!

    • Gain new discovery tips and tricks.
    • Examine best practices for tracing hidden or misrepresented assets.
    • Handle thorny custody disputes with expertise.
    • Address key challenges involving child and spousal support calculations.
    • Hear sophisticated tactics for preparing briefs and notebooks.

    Abbreviated Agenda

    1. Advanced Discovery Techniques
    2. Savvy Ways to Trace and Address Hidden or Misrepresented Assets
    3. Dealing With High-Conflict Custody Disputes
    4. Top Challenges Involving Child and Spousal Support Calculation
    5. Preparing Briefs, Notebooks, and Trial Exhibits: Secrets and Insider Tips
    6. Creative Paralegal Techniques for Case and Office Management
    7. Avoiding Ethical Issues and UPL
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  • Skip Tracing for Paralegals: Finding Debtors and Their Assets

    • 03/20/2025
    • 11:00 AM - 2:15 PM
    • Webcast

    Register: https://ipe-sems.com/products/99959

    Overview

    What You Need to Get Started With Finding Debtors

    When a debtor "skips town," it's important to know the many techniques and tools for successfully locating them and collecting that money owed. Join our experienced faculty in this program as they review effective skip tracing and cyber tracking techniques. Learn both legal aspects and practical tactics that you can employ immediately to find your skip - register today!

    • Review what can be uncovered and discovered through skip tracing technologies and techniques.
    • Identify what resources are most effective for cyber tracking.
    • Know how to build and verify debtor profiles through data collection and analysis.
    • Understand how to remain in compliance when pursuing skips.

    Abbreviated Agenda

    1. Part 1: Getting Ready With Checklists
    2. Part 2: Finding Debtors
    3. Part 3: Finding Assets
    Show details

Washington State Paralegal Association
1402 Lake Tapps Parkway SE
Ste. F104/PMB133
Auburn, WA. 98092

206.653.7259

info@wspaonline.org

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