Washington State Paralegal Association

Upcoming events

    • 10/18/2017
    • 8:00 AM - 3:00 PM
    • Webcast

    Program Description

    A Comprehensive Look at Wills and Trusts for Paralegals

    Drafting wills and trusts requires precise attention to detail. Do you have the tools you need to effectively accomplish these tasks for your firm? This practical, straightforward guide will walk through what you need to know about the varieties of wills and trusts, effective drafting and review methods, and the tax considerations that must be factored in to the estate plan. Don't miss this opportunity to learn valuable tips and tricks in estate planning - register today!

    • Learn about the different types of wills and trusts and the purposes for each.
    • Discuss effective ways to gather critical information during the initial client meeting to get your case off on the right foot.
    • Understand the paralegal's role in drafting and modifying wills.
    • Take a closer look at key provisions used in trusts.
    • Gain a better understanding of how a trust is funded and executed.
    • Review the tax calculations and concerns that must be addressed in estate planning.

    Who Should Attend

    This intermediate level course will walk attendees through key estate planning tools. Those who should attend include:

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

    Course Content

    1. Understanding Types of Wills and Trusts
    2. Gathering Important Information
    3. Drafting, Reviewing and Modifying Wills
    4. Drafting, Reviewing and Amending Trusts
    5. Funding and Executing a Trust: A No-Nonsense Guide for Paralegals
    6. Estate Planning Tax Calculations and Considerations
    7. Ethics

    Continuing Education Credits


    California MCLE Paralegal – California MCLE Paralegal: 6.00 *

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

    Florida Registered Paralegal Program – Florida Registered Paralegal: 6.00 *

    Indiana Paralegal CLE – Indiana Paralegal CLE: 6.00 *

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

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

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

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

    Ohio Certified Paralegals – Ohio Certified Paralegals: 6.00 *

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

    TBLS Paralegal Certification – TBLS Paralegal Certification: 6.00 *

    * denotes specialty credits

    Register Now
    • 10/19/2017
    • 7:00 AM - 8:00 AM
    • Audio Webinar

    Program Description

    Your Guide to Adequate and Compliant Document Destruction

    An abundance of litigation paperwork and other documents can become a headache in no time. At what point can you take the step to reduce the amount of back-logged information stored at your firm? What rules apply and what documents can be destroyed? Join our experienced faculty as they guide you through the steps of evaluating the litigation documents and records that can and cannot be shredded or destroyed. Confidently handle the destruction of documents and records in your firm - register today!

    • Review legislative and regulatory requirements concerning document retention and destruction.
    • Learn how to determine who actually owns documents in question.
    • Discuss how to effectively draft correspondence concerning the destruction of records.
    • Examine the elements of a concrete document retention

    Who Should Attend

    This intermediate level course will teach attendees how to effectively handle the destruction of documents and records. Those who should attend include

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

    Course Content

    1. Legislative and Regulatory Requirements
    2. Who Owns the Documents (Originals, Copies, Notes)?
    3. Drafting Correspondence About Record Destruction - With Samples
    4. Model Document Retention/Destruction Policy
    5. Electronic Records Destruction

    Continuing Education Credits


    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

    Washington State Paralegal Association – Washington State Paralegal Association: 1.00

    * denotes specialty credits

    Register Now
    • 10/27/2017
    • 9:00 AM - 4:30 PM
    • Crowne Plaza Seattle, 1113 6th Ave., Seattle, WA 98101

    Program Description

    Help Your Clients to Have a Successful Probate Experience

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

    At this targeted seminar, our experienced faculty will take you through the probate process step-by-step. After attending, you will be able to file documents in probate court and form good working relationships with executors or administrators. Confidently prepare and file the inventory and troubleshoot common problems you may encounter. Identify the duties involved in the estate administration process so you can provide assistance when it's needed. Gain an understanding of intestate laws so you can handle situations when there's no will. Enhance your effectiveness with tips for assisting with closing the estate. Help bring closure to families going through this difficult time - enroll today!

    • Receive a complete estate timetable so you know what needs to be done - and when.
    • Assist the attorney with collecting, maintaining and managing assets during inventory preparation.
    • Deal with administrative duties by helping with creditor claims and estate cash management.
    • Understand how to distinguish between privileged and non-privileged communications.
    • Fulfill your role in preparing the distribution of the estate to beneficiaries.
    • Follow along with sample probate forms and documents.

    Who Should Attend

    This basic-to-intermediate level seminar is designed for paralegals, legal assistants, legal secretaries and other legal support staff who want to increase their effectiveness when working within the probate process.

    Course Content

    1. How to File an Estate in Probate Court
    2. Understanding the Laws of Intestacy
    3. How to Prepare and File the Inventory
    4. Ethical Perils in the Probate Process
    5. Working With Executors and Administrators
    6. Administration of the Estate
    7. Closing the Estate

    Continuing Education Credits


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

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

    Washington State Paralegal Association – Washington State Paralegal Association: 6.00

    * denotes specialty credits

    Register Now
    • 10/31/2017
    • 11:00 AM - 2:15 PM
    • Audio Webinar


    • 11/07/2017
    • 7:00 AM - 10:15 AM
    • Audio Webinar

    Program Description

    Purchase and Sales, Due Diligence, Title and Survey Review, Closing Document Preparation

    Do you know how to review title work and surveys? Do you know how to effectively assist with due diligence activities? How do your real estate document preparation skills stack up? This practical boot camp is designed to teach you the key skills that every paralegal must know in order to assist with matters involving real property. Don't miss this fast-paced, information-packed program - register today!

    • Delve into the purchase and sale process and the paralegal's role.
    • Learn what to look for when reviewing title, legal descriptions and surveys.
    • Understand the different types of deeds, when they are used and why.
    • Find out how to coordinate closings and prepare closing documents.

    Who Should Attend

    This intermediate level course is designed to give attendees practical skills for real estate responsibilities. Those who should attend include:

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

    Course Content

    1. Purchase and Sale of Real Estate - From LOI to Contract Execution
    2. Due Diligence for Real Estate Transactions
    3. Reviewing Title, Title Commitments and Surveys
    4. Real Estate Closings: The Paralegal's Role

    Continuing Education Credits


    California MCLE Paralegal – California MCLE Paralegal: 3.00

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

    Florida Registered Paralegal Program – Florida Registered Paralegal: 3.00

    Indiana Paralegal CLE – Indiana Paralegal CLE: 3.00

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

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

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

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

    Ohio Certified Paralegals – Ohio Certified Paralegals: 3.00

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

    TBLS Paralegal Certification – TBLS Paralegal Certification: 3.00

    Washington State Paralegal Association – Washington State Paralegal Association: 3.00

    * denotes specialty credits

    Register Now
    • 11/08/2017
    • 11:00 AM - 12:00 PM
    • Audio Webinar

    Program Description

    The Skills You Need to be Successful

    Paralegals are responsible for many office and administrative tasks to keep the firm running smoothly. Are you privy to all of the tips and tricks for seamlessly navigating through your many responsibilities? This insightful course will take a look at best practices for everyday duties - from the preparation of legal documents to organization and management of files and correspondence to efficient time management methods. Don't miss this opportunity to learn valuable skills to add to your arsenal - register today!

    • Learn the art of preparing effective and direct requests, pleadings, motions and briefs.
    • Discuss how to efficiently organize and manage files, and pick up helpful e-filing pointers.
    • Develop a well-run plan for scheduling and calendaring important tasks and deadlines.
    • Review operative methods for managing your time to accomplish tasks more quickly.

    Who Should Attend

    This intermediate level course will teach attendees how to effectively handle office and administrative tasks. Those who should attend include:

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

    Course Content

    • Preparation of Legal Documents - Requests, Pleadings, Motions, Briefs and More
    • Organizing and Managing Files, Verbal and Written Correspondence: Filing and E-Filing Essentials
    • Scheduling and Calendaring
    • Effective Time Management Approaches

    Continuing Education Credit

    California MCLE Paralegal – California MCLE Paralegal: 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

    Washington State Paralegal Association – Washington State Paralegal Association: 1.00


    * denotes specialty credits

    Register Now

    • 11/09/2017
    • 8:00 AM - 3:00 PM

    Program Description

    Whether you're a seasoned IP paralegal or new to the intellectual property arena, this full-day legal program will provide up-to-date information, skills and current issues commonly faced with patents, trademarks, copyrights and unfair competition. Ensure that you're prepared to provide your attorney with helpful solutions, answers and litigation assistance to ensure their IP cases go as smooth as possible. Register today!

    • Learn how the four fields of intellectual property are created, procedures to register them, duration of rights, infringement issues and new developments surrounding them.
    • Equip yourself with essential IP skills from experienced professionals, including how to calculate IP damages.
    • Discover what your colleagues are doing to stay on top of current issues in the field of intellectual property.
    • Explore IP social media issues and challenges.
    • Get sample applications, agreements and other useful documents that will save you and your attorney time and money.
    • Find out how to overcome common IP ethical challenges paralegals commonly face to avoid risk and liability.

    Who Should Attend

    This intermediate level course is designed for:

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

    Course Content

    1. Overview of Intellectual Property Law: A Paralegal's Role
    2. 2017 IP Update for Paralegals
    3. IP Paralegal Skills Toolkit: Practical Tips From Experienced Professionals
    4. Intellectual Property and the Web
    5. Current IP Ethical Challenges Paralegals Face

    Continuing Education Credits


    California MCLE Paralegal – California MCLE Paralegal: 6.00 *

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

    Florida Registered Paralegal Program – Florida Registered Paralegal: 6.00 *

    Indiana Paralegal CLE – Indiana Paralegal CLE: 6.00 *

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

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

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

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

    Ohio Certified Paralegals – Ohio Certified Paralegals: 6.00 *

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

    TBLS Paralegal Certification – TBLS Paralegal Certification: 6.00

    Washington State Paralegal Association – Washington State Paralegal Association: 6.00

    * denotes specialty credits

    Register Now
    • 11/09/2017
    • 8:00 AM
    • 11/10/2017
    • 5:25 PM
    • WA State Convention Center, 705 Pike St, Seattle, WA 98101

    For information and brochure and to register, please go to the website - www.seattleestateplanningseminar.com

    • 11/14/2017
    • 12:00 PM - 1:00 PM
    • Audio Webinar

    Program Description

    Organization is one of the key traits of a successful paralegal. Those who do it well are usually the ones who are recognized for their skills and obtain more substantive assignments. Discover how you can use one of your everyday tools, Microsoft Outlook, to ensure compliance with deadlines, keep track of work in progress, prioritize workflow, and communicate and share information with your legal team more effectively.

    Who Should Attend

    This basic-to-intermediate level course will help attendees to maximize the use of Microsoft Outlook as a case management tool to create calendar and docket control and file tickling systems. Those who should attend include:

    • Paralegals
    • Legal Assistants
    • Legal Support Staff
    • Young/New Attorneys
    • Project Assistants
    • Docketing Clerks

    Course Content

    • The Consequences of Not Maintaining a Proper Calendaring/Docketing System
    • Calendaring, Docketing, and File Tickling Systems and Methods
    • Maximizing Microsoft Outlook's Tools for the Legal Environment

    Continuing Education Credit

    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

    Washington State Paralegal Association – Washington State Paralegal Association: 1.00


    * denotes specialty credits

    Register Now

    • 11/15/2017
    • 7:00 AM - 2:00 PM

    Program Description

    Be Prepared to Assist with Family Law Cases

    As a family law paralegal, it's your job to assist in helping clients through challenging issues with knowledge, insight and compassion. Developing these skills and sensitivity can take years to perfect, but you can get the knowledge and techniques you need in just one day. Gain insight from experienced faculty as they provide practical techniques, procedural tips and problem solving strategies critical to family law success. Register today!

    • Gain tested tips for conducting a thorough investigation of facts.
    • Simplify the process and avoid missing steps with our sample forms and checklists.
    • Learn how to arrange attorney fees and/or retainer agreements.
    • Draft divorce paperwork, including separation agreements, divorce pleadings and more.
    • Analyze financial information in divorce cases, including taxes and business valuations.
    • Better prepare financial statements.
    • Gain tips for avoiding situations that may expose you to UPL.
    • Learn how to calculate child support payments, file an order of support and enforce custody.

    Who Should Attend

    This intermediate level course is designed to give paralegals the knowledge they need to effectively handle family law cases. Those who should attend include:

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

    Course Content

    1. Handling the Divorce Case
    2. Analyzing Financial Information in Divorce Cases
    3. Legal Ethics
    4. Domestic Violence
    5. Child Custody and Support Issues

    Continuing Education Credits


    California MCLE Paralegal – California MCLE Paralegal: 6.00 *

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

    Florida Registered Paralegal Program – Florida Registered Paralegal: 6.00 *

    Indiana Paralegal CLE – Indiana Paralegal CLE: 6.00 *

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

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

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

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

    Ohio Certified Paralegals – Ohio Certified Paralegals: 6.00 *

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

    TBLS Paralegal Certification – TBLS Paralegal Certification: 6.00 *

    Washington State Paralegal Association – Washington State Paralegal Association: 6.00

    * denotes specialty credits

    Register Now
    • 11/16/2017
    • 11:00 AM - 2:15 PM
    • Audio Webinar

    Program Description

    Fundamentals, Updates, Corporate Governance and Minute Book Documentation

    Are you caught up with the latest corporate governance laws, rules and best practices? Do you know how to excel at supporting corporate governance matters? Our seasoned faculty will provide you with real-world insights on record keeping, tracking, filing and preparing all necessary documentation to keep everything running smoothly. Enhance your skillset - register today!

    • Understand corporate governance fundamentals and your role as a paralegal.
    • Uncover ways to ensure directors and officers fulfill their responsibilities and duties.
    • Pick up tips for drafting bylaws and policies - with samples for reference.
    • Learn how to prepare governmental filings, notices, proxies, minutes, consents, resolutions and more.

    Who Should Attend

    This intermediate level course will allow attendees to effectively support corporate governance matters. Those who should attend include:

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

    Course Content

    • Corporate Governance Fundamentals and Updates for Paralegals
    • Ensuring Best Practices: Actions, Legal Responsibilities and Duties (with Checklists for Paralegals)
    • Drafting Bylaws and Policies: Practical Tips and Examples
    • Meetings, Minutes and Resolutions - How-to's, Tips and Sample Forms

    Continuing Education Credits


    California MCLE Paralegal – California MCLE Paralegal: 3.00

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

    Florida Registered Paralegal Program – Florida Registered Paralegal: 3.00

    Indiana Paralegal CLE – Indiana Paralegal CLE: 3.00

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

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

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

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

    Ohio Certified Paralegals – Ohio Certified Paralegals: 3.00

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

    Washington State Paralegal Association – Washington State Paralegal Association: 3.00

    * denotes specialty credits

    Register Now
    • 11/30/2017
    • 7:00 AM - 2:00 PM
    • Webcast

    Program Description

    Advanced Strategies for Handling the Most Common Probate Documents

    You've been handling probate and estate cases for a while, but are you using advanced techniques to efficiently complete each step? Don't let the paperwork bog you down. This course provides detailed insight into the multi-faceted process of probate administration. Our faculty will show you how to handle creditors, beneficiaries, and the IRS with ease. You'll walk through sample forms with experienced practitioners, including testate and intestate forms and a full range of tax returns. Take your probate administration skills to the next level - register today!

    • Learn the information you need at the outset to manage probate efficiently.
    • Find out the documentation you need to appropriately sell or transfer assets.
    • Keep beneficiaries informed about the estate with a K-1 report.
    • Take charge of probate tax issues with improved drafting techniques for Form 706, 709 and more.
    • Make your document management system work for you with streamlined e-filing and more.
    • Get tips for properly terminating fiduciary responsibility over the estate.

    Who Should Attend

    This advanced level course is designed to give paralegals the knowledge they need to properly assist with drafting, organizing and filing probate administration documents. Those who should attend include:

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

    Course Content

    1. Preparing for Estate Administration
    2. Managing the Estate's Assets
    3. Handling Creditors and Other Interested Parties
    4. Ensuring the Payment of Taxes
    5. Document Management Tips for Probate and Estate Filings
    6. Ethics for the Probate Paralegal

    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

    • 12/07/2017
    • 8:00 AM - 3:00 PM
    • Webcast

    Program Description

    Enhance Your Medical Record Retrieval, Organization, Review and Summarization Skills

    Are you struggling with getting what you need from difficult medical providers? Are your medical record organization, review and summarization abilities all they can be? In this program, seasoned faculty will share creative tips and tricks that you can use to overcome common challenges and take your current skills to the next level. Become a more valuable asset to your firm - register today!

    • Gain troubleshooting techniques for common and unique problems, like when a provider produces the wrong patient's records.
    • Learn how to best organize and store medical records for ease of analysis and retrieval.
    • Pick up practical tips for ensuring full compliance with HIPAA in the law office.
    • Uncover useful information that you may be overlooking when reviewing medical records.
    • Discover how to create more meaningful medical chronologies and summaries.

    Who Should Attend

    This advanced level course is designed to give paralegals the knowledge they need to maximize their medical records skills. Those who should attend include:

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

    Course Content

    1. HIPAA Tips: How to Quickly Obtain Medical Records
    2. Cleverly Organizing Medical Records
    3. Maintaining HIPAA Compliance in the Office
    4. Deciphering Medical Records and Bills: Pointers From a Pro
    5. Advanced Medical Chronologies
    6. Legal Ethics 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

    • 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

    • 12/21/2017
    • 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

    • 01/17/2018
    • 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

Past events

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 

Powered by Wild Apricot Membership Software