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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

  • WSPA Connect Meeting

    • 04/12/2023
    • 12/13/2023
    • 9 sessions
    • Zoom meeting
    • 12 registrants
    Register

    Connect with WSPA members and other paralegals from across the state and even the nation!

    Join our next WSPA Connect meeting on April 12th from 12:00 pm to 1:00 pm via Zoom.  

    Feel free to drop in anytime during the hour.  

    Topic: WSPA Connect

    Time: 2nd Wednesdays 12:00 PM Pacific Time (US and Canada)

    Join Zoom Meeting

    https://us06web.zoom.us/j/86431844639?pwd=dXBEZjVNbU9jbjRsTHp6RW5UWXhXUT09

    Meeting ID: 864 3184 4639

    Passcode: 062057

    We look forward to connecting with you!

    Show details

  • Metadata Guide for Paralegals

    • 09/29/2023
    • 12:00 PM - 1:00 PM
    • webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Metadata-Guide-for-Paralegals/Video-Webinar/97214ER_3977606?st=WA

    Program Description

    Find, Preserve, Obtain, Scrub, and Produce

    Beneath the surface of each electronic file lies an ocean of information that could prove vitally important to the case. Are you well-versed enough in metadata to help your attorney make use of it? This quick, nuts-and-bolts guide covers all the paralegal "must-knows" when it comes to data about data - particularly in discovery. Build your knowledge - register today!

    • Know where to go to find metadata on different electronic files.
    • Discover how to keep metadata intact when collecting or reviewing evidence.
    • Find out how to remove or "scrub" metadata.
    • Get practical guidance on producing electronic files with the relevant metadata.

    Who Should Attend

    This intermediate level course will teach attendees best practices for handling metadata issues in discovery. Those who should attend include:

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

    Course Content

    1. Where to Find Metadata on Electronic Documents, Websites, Media, Applications, and More
    2. Drafting Requests for Production of Metadata
    3. How to Preserve and Collect Metadata
    4. Editing or Removing Metadata
    5. Producing Relevant Metadata: Practical Guidance
    6. Dealing With Inadvertent Disclosure of Metadata: Sender vs. Recipient Perspectives
    Show details

  • Paralegal Insights: Assisting Your Attorney at Trial

    • 09/30/2023
    • 10:00 AM - 11:00 AM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Paralegal-Insights-Assisting-Your-Attorney-at-Trial/Video-Webinar/97561ER_3980700?st=WA

    Program Description

    Know Your Role and Find Vital Ways to Support Your Attorney

    Being put on trial support can be a daunting task, but it doesn't have to be. This guide will show you what you need to know, expect, bring, and do - along with creative pointers that will help you establish yourself as an invaluable member of the team. Be ready and know all the ways (big and little) to assist in the courtroom - register today!

    • Get ready for the big day in court: find out what you need to know and bring.
    • Receive tips for assisting in jury selection and observing jurors throughout trial.
    • Stay organized and keep a firm handle on exhibits and witnesses.
    • Uncover creative ways to help your attorney and score extra credit points.

    Who Should Attend

    This intermediate level course is designed to give paralegals the knowledge they need to effectively assist at trial. Those who should attend include:

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

    Course Content

    1. What You Need to Know, Expect, and Bring
    2. Overseeing the Logistics (and Considerations You May Not Have Thought of)
    3. Tracking and Note-Taking Tips for Jury Selection
    4. Watching Jurors' Faces and Reactions Throughout Trial
    5. Handling Exhibits and Witnesses
    6. Secret Weapons and Tips That Will Earn You Brownie Points
    7. Debriefing Tips
    Show details

  • Paralegal's Guide to Reviewing Land Use and Zoning Documents

    • 10/03/2023
    • 10:00 AM - 11:00 AM
    • Webcast

    Program Description

    Practical Insights for Reviewing Zoning Reports, Surveys, and More

    No client who goes through the process of acquiring or readying land for development wants that development to get bogged down in red tape or be found in violation of local ordinances. Join our experienced faculty and learn how to review zoning reports, compliance documents, survey maps, and other documents in order to conduct a thorough land use due diligence. Identify land use concerns while there's still time to address them - register today!

    • Get practical tips for researching local land use and zoning ordinances.
    • Learn how to read and review zoning reports.
    • Comb over survey maps and plats for setback line violations and other red flags.

    Regist

    Who Should Attend

    This intermediate level course will provide attendees with practical skills for identifying land use and zoning issues. Those who should attend include:

    • Paralegals
    • Legal Assistants
    • Legal Support Staff


    Course Content

    1. Legal Research Tips for Local Land Use and Zoning Regulations
    2. Reviewing Zoning Reports
    3. Examining Zoning Compliance Documents, Permits, and Approvals
    4. Understanding Grandfathered Property Rights
    5. Reviewing Survey Maps and Plats
    6. Environmental Site Assessments and Property Condition Assessments
    Show details

  • The Corporate Paralegal from A to Z

    • 10/04/2023
    • 8:00 AM - 3:00 PM
    • webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/The-Corporate-Paralegal-From-A-to-Z/Video-Webinar/97413ER_3979850?st=WA

    Program Description

    Gain Practical Tips You Can Start Using Right Away

    Whether you are new to the corporate arena or are looking for a practical refresher, this course is for you. Experienced faculty will provide you with the necessary tools attorneys are seeking to help assist them in all stages of corporate transactions. From preparing documents, researching patents, and managing corporate minute books to assisting with closings of corporate transactions and ensuring compliance, this course has it all (and then some). Register today!

    • Avoid mistakes when drafting corporate formation documents.
    • Keep accurate records of directors' and stockholders' meetings, obtain consents, and maintain registers.
    • Better organize and manage real property-related records.
    • Gain tips for drafting key provisions in shareholder agreements.
    • Learn how to obtain accurate disclosures in transaction documents.
    • Discover practical tips for organizing, conducting, and documenting a thorough and efficient due diligence investigation.
    • Learn cutting-edge research strategies and new internet resources for conducting patent searches.
    • Identify precarious situations that may expose you to UPL - and how to avoid them.

    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. Drafting Organizational Documents
    2. Maintaining Corporate Records
    3. Due Diligence in Corporate Transactions
    4. Trademarks and Patent Refresher
    5. Ethics
    Show details

  • Communicating with Auto Insurance Companies: THe Personal Injury Paralegal's Guide

    • 10/05/2023
    • 11:00 AM - 12:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Communicating-With-Auto-Insurance-Companies-The-Personal-Injury-Paralegal-s-Guide/Video-Webinar/97559ER_3988110?st=WA

    Program Description

    Help Your Attorney Get the Results They Want

    You spend a great deal of your day communicating with claims adjusters, and what you say and do have tangible impacts on the final settlement. This program reveals paralegal best practices for communicating with adjusters and preparing demand packages. Be an invaluable asset to your attorney - register today!

    • Discover what you must, what you should, and what you should never disclose to claims adjusters.
    • Find out how to get as much information as you can out of insurance companies to give your attorney more leverage in negotiations.
    • Learn how to craft a powerful demand package and elicit higher offers from the start.
    • Avoid unauthorized practice of law traps for paralegals in the claim negotiation process.

    Who Should Attend

    This intermediate level course is designed to give attendees practical skills for communicating with insurance companies in auto injury cases. Those who should attend include:

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

    Course Content

    1. Communicating With Auto Insurance Companies: The Personal Injury Paralegal's Guide
    Show details

  • Legal Ethics Compliance Hotline for Paralegals

    • 10/10/2023
    • 9:00 AM - 10:00 AM
    • Webcast

    Program Description

    Gain Cautionary Advice From Our Expert Faculty

    What are the worst email mistakes paralegals make? Do you feel confident in your ability to navigate issues with clients? Are you making mistakes that fall under the unauthorized practice of law (UPL)? This troubleshooting guide explores solutions for the top ethical problems that paralegals encounter. Stay out of hot water - register today!

    • Develop strategies for detecting and handling conflicts of interest.
    • Identify common social media traps.
    • Examine best practices for preventing and dealing with administrative oversights.


    Who Should Attend

    This intermediate level program offers solutions for common ethical dilemmas. Those who should attend include:

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


    Course Content

    1. Overcoming Difficulties With Conflicts of Interest
    2. Emails and Electronic Communications: Top Pain Points for Paralegals
    3. Social Media Tips and Traps: Inadvertent Disclosures, AI Implications, etc.
    4. Daily Client Management: Solutions to Common Challenges
    5. Top Challenges Involving the Unauthorized Practice of Law (UPL)
    6. How to Stop Administrative Oversights From Becoming Ethical Nightmares
    Show details

  • Workers' Comp Cases: A How-to-Guide for Paralegals

    • 10/11/2023
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Workers-Comp-Cases-A-How-to-Guide-for-Paralegals/Video-Webinar/97260ER_3978518?st=WA

    Program Description

    From Case Intake to Settlement

    This program comes packed with real-world paralegal tips for navigating the workers' compensation case. Analyze best practices for coordinating with insurance adjusters and medical providers, delve into guidelines for handling discovery requests and responses, find out what you need to know about IMEs, and much more. Enhance your skills - register today!

    • Examine best practices for case intake.
    • Discover tips for coordinating with medical providers, insurance adjusters, and clients.
    • Uncover practical guidance for summarizing financial, employment, and medical records.
    • Develop strategies for investigating claims.
    • Determine how to prep for mediation, hearings, and settlement.

    Who Should Attend

    This intermediate level program is designed to give attendees the information they need to assist attorneys in workers' compensation cases. Those who should attend include:

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

    Course Content

    1. Case Intake and File Management Tips
    2. Coordinating With Clients, Medical Providers, and Insurance Adjusters: Legal Best Practices
    3. Reviewing and Summarizing Medical, Financial, and Employment Records
    4. Claim Investigation, Discovery, and Document Management
    5. IMEs, Vocational, and Psych Evaluations: What You Need to Know and Do
    6. Medicaid Liens and Medicare Set-Asides - Paralegal How-tos
    7. Depositions: Scheduling, Prep, and Summaries
    8. Preparing for Settlement, Mediation, and Hearings: Your Duties
    9. Ethics for Paralegals
    Show details

  • Top Divorce Litigation Mistakes to Avoid for Paralegals

    • 10/12/2023
    • 11:00 AM - 2:15 PM
    • Webcast

    register: https://ipe.nbi-sems.com/ProductDetails/Top-Divorce-Litigation-Mistakes-to-Avoid-for-Paralegals/Video-Webinar/97406ER_3966252?st=WA

    Program Description

    Avoid Common Blunders in Divorce

    Stay in the know and help your attorney avoid making mistakes that many have made before. Join our experienced faculty as they walk you through some of the most prominent mistakes in divorce litigation that paralegals ought to know about. Get the knowledge you need to succeed - register today!

    • Discover how to avoid common dangers when handling electronic evidence.
    • Build your awareness of top motion mistakes.
    • Know how to handle child custody and spousal support issues.
    • Avoid common pitfalls when preparing for a divorce trial.

    Who Should Attend

    This intermediate level course is designed to provide paralegals the knowledge required to avoid common divorce litigation mistakes. Those who should attend include:

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

    Course Content

    1. Electronic Discovery and Evidence Pitfalls in Divorce
    2. Tackling Issues in Property and Asset Division
    3. Motions in Divorce: Paralegal Do's and Don'ts
    4. Custody and Support Issues
    5. Parenting Plans, Settlement Agreements, and Divorce Decrees: What Not to Do
    6. Divorce Trial Preparation Mistakes to Avoid
    Show details

  • Discovery Requests for Paralegals: From Interrogatories to Subpoenas

    • 10/17/2023
    • 10:00 AM - 1:15 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Discovery-Requests-for-Paralegals-From-Interrogatories-to-Subpoenas/Video-Webinar/97253ER_3966968?st=WA

    Program Description

    Best Practices for Drafting and Responding to Requests

    Discovery is critically important in every case, and you play a major role. This program will show you effective ways to demonstrate your value throughout the discovery process. Learn how to wield different discovery "weapons" to get the information your attorney wants, and leverage the rules to craft proficient responses and objections. Enhance your discovery knowhow - register today!

    • Receive practical tips for crafting and responding to interrogatories.
    • Get concrete advice to avoid oversights in document review and production.
    • Find out how to maximize your use of requests for admissions.
    • Learn how to effectively subpoena witnesses and documents.

    Who Should Attend

    This intermediate level course will teach attendees how to effectively handle different discovery tools. Those who should attend include:

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

    Course Content

    1. Propounding and Answering Interrogatories
    2. Requests for Production, Inspection, Examination
    3. Depositions: Creative Ways You Can Add Value
    4. Requests for Admissions: A Powerful but Underutilized Tool
    5. The Nuts and Bolts of Subpoenas
    Show details

  • Paralegals' Complete Guide to Reviewing Legal Descriptions, Title Commitments and Surveys

    • 10/18/2023
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Paralegals-Complete-Guide-to-Reviewing-Legal-Descriptions-Title-Commitments-and-Surveys/Video-Webinar/97415ER_3988108?st=WA

    Program Description

    Find and Fix Issues Before They Turn Into Big Problems

    Ignoring title issues won't make them go away. They can lie dormant for years, until they rear their ugly heads and create big legal and financial headaches for clients and possibly even your firm. In this guide, our experienced faculty will show you how to unearth title defects with a thorough review of title and surveys. You will also learn how to help your attorney fix those title issues and discover how to avoid creating them in the first place. Build your knowledge of all things title - register today!

    • Learn how to perform a comprehensive title search and examination.
    • Deepen your understanding of title insurance policies and coverages.
    • Know what to look for in the title commitment and exception documents.
    • Get practical insights on reading and writing legal descriptions of property.
    • Hear how to review survey maps and plats for potential issues.
    • Receive tips for preparing affidavits, corrective deeds, and other curative instruments.
    • Find out why title defects happen and what you can do to help prevent them.

    Who Should Attend

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

    • Paralegals
    • Legal Assistants
    • Legal Support Staff

    Course Content

    1. Title Search and Examination Guide for Paralegals
    2. Reading and Writing Deeds and Legal Descriptions
    3. Title Insurance
    4. Reviewing Title Commitments and Exception Documents
    5. Reviewing Surveys and Plats
    6. Drafting Title and Survey Objection Letters (With Samples)
    7. Assisting With Curative Work
    8. Preventing Title Problems: Scrivener's Errors, Recording Oversights, and More
    Show details

  • Paralegals' Guide to Medicaid: Qualifying Clients While Protecting Assets

    • 10/19/2023
    • 9:00 AM - 12:15 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Paralegals-Guide-to-Medicaid-Qualifying-Clients-While-Protecting-Assets/Video-Webinar/97427ER_3968150?st=WA

    Program Description

    Eligibility, Asset Planning, Application and Hearing Process, and More

    Walk through the exacting tasks paralegals must master to assist in qualifying clients for Medicaid nursing home care. This cogent summary will give you the tools you need for compiling and organizing all the pertinent client information, navigate the application process, and improve hearing outcomes. Explore effective ways to maximize excluded assets and ensure strict adherence to the lookback period. Build your skills - register today!

    • Get guidance on organizing Medicaid planning case files and learn what critical information is often overlooked.
    • Clarify what assets are excluded from Medicaid eligibility asset limits.
    • Assist in drafting better Medicaid hearing briefs.
    • Build team efficiencies: learn how to delegate tasks and educate others.

    Who Should Attend

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

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

    Course Content

    1. Medicaid Eligibility Criteria Summary: Assets, Income, Transfer Lookback
    2. Compiling Client Information: Assets, Income, Family Dynamics, etc.
    3. Preparing and Filing the Medicaid Application
    4. Assisting With Medicaid Hearing Briefs and at the Hearing
    5. Benefit Strategy Planning and Implementation
    6. Educating Clients and Supporting Other Team Members With Subject Matter Expertise
    Show details

  • What Trusts and Estates Paralegals Need to Know About Taxes

    • 10/20/2023
    • 11:00 AM - 12:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/What-Trusts-and-Estates-Paralegals-Need-to-Know-About-Taxes/Video-Webinar/97587ER_3978563?st=WA

    Program Description

    Rules Updates, Filing Tips, and More

    This fast-paced course delves into the complex subject of tax in estate planning and paralegals' duties associated with it. From the latest rules updates down to tips for filing returns, expand your expertise - register today!

    • Explore current tax-saving techniques.
    • Learn how to better obtain and analyze documents needed for tax planning and reporting.
    • Determine the correct current value of assets for tax purposes.
    • Get guidance on filing tax returns and communicating with the IRS.

    Who Should Attend

    This advanced level course will teach attendees how to effectively handle the paralegal duties associated with taxation of trusts and estates. Those who should attend include:

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

    Course Content

    1. Federal Tax Laws Governing Trusts and Estates
    2. Current Tax-Saving Techniques
    3. Financial Documents Needed for Tax Planning and Reporting
    4. How Asset Value is Determined
    5. Essential Tax Forms and Schedules
    6. Filing Tax Returns
    7. IRS Guidance and Communications
    Show details

  • The Complete Litigation Paralegal

    • 10/25/2023
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/The-Complete-Litigation-Paralegal/Video-Webinar/97255ER_3972273?st=WA

    Program Description

    Navigate the Litigation Process With Confidence

    Paralegals play an essential part in the litigation process and ought to be ready to handle the trials and tasks that come their way. Are you prepared to do your part alongside the rest of the litigation team? In this comprehensive toolkit, learn how to effectively handle pleadings, navigate your way through the discovery process, and ensure effective case management. Show the firm that you're ready - register today!

    • Learn how to prepare pleadings and motions and file them with the court.
    • Prepare and manage discovery requests and responses.
    • Analyze data and documents from opposing counsel.
    • Review management and organizational methods for handling documentation and case files.
    • Explore ways on how to properly assist your attorney in the courtroom.

    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. Drafting Pleadings and Motions
    2. Calendaring Hearings and Deadlines, Organizing Case Files, and Other Case Management Tips
    3. Discovery Part 1: Requests and Depositions
    4. Discovery Part 2: Responses and Document Production
    5. Preparing and Organizing Exhibits, Briefs, Trial Notebooks, and More
    6. The Paralegal's Role at Trial
    7. Paralegal Ethics: Unauthorized Practice of Law, Confidentiality, and More
    Show details

  • Paralegal Tips: Dealing with Difficult Clients, Witnesses and Opposing Counsel

    • 10/31/2023
    • 11:00 AM - 2:15 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Paralegal-Tips-Dealing-With-Difficult-Clients-Witnesses-and-Opposing-Counsel/Video-Webinar/97426ER_3988114

    Program Description

    Spooky Stories of Ghoulish Opposing Counsel, Ghost(ing) Clients, and Zombie Witnesses

    This tongue-in-cheek horror lineup is chock-full of real practical guidance for handling the toughest aspects of litigation. Learn from the nightmarish stories of experienced faculty and build your litigation skills. Register today (if you dare)!

    • Handle aggressive and evasive clients, witnesses, and opposing counsel without giving ground or losing your head.
    • Improve your case management practices with examples of what works and what doesn't.
    • Get actionable tactics for managing client expectations and dealing with excessive communicators.
    • Hear how experienced paralegals handle high volume discovery cases.

    Who Should Attend

    This intermediate level course will walk attendees through the "little shop of litigation horrors" to help them build their litigation skills. Those who should attend include:

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

    Course Content

    1. Discovery Horror Stories: Requests for Production: The Search for the Missing Clues
    2. Discovery Horror Stories Part 2: Monstrous Opponents and Production Disasters
    3. Nightmare Clients
    4. Keeping Your Head When Confronted With Savage Litigation Tactics
    5. Expert Witnesses: Dealing With Dr. Jekyll and Mr. Hyde
    6. Chasing Ghost Case Files and Tracking Dates and Court Filings: Case Management Tips
    Show details

  • Complex Family Law Issues and Solutions for Paralegals

    • 11/01/2023
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Complex-Family-Law-Issues-and-Solutions-for-Paralegals/Video-Webinar/97621ER_3990196?st=WA

    Program Description

    QDROs, Hidden Assets, Discovery Strategies, and More

    Are you prepared to manage the complex issues of a family law case? Join our experienced faculty as they walk you through effective tips and strategies for tackling key challenges. Hone your skills and get the knowledge you need - register today!

    • Review the process of preparing QDROs and other retirement division orders.
    • Learn effective tips for getting the most of discovery.
    • Learn how to address income and support calculation quandaries.
    • Handle business tax returns and valuations.
    • Get tips for ethically handling difficult and distraught divorce clients.

    Who Should Attend

    This intermediate level course is designed to provide paralegals knowledge necessary for managing challenging family law cases. Those who should attend include:

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

    Course Content

    1. Qualified Domestic Relations Orders (QDROs) and Other Retirement Orders
    2. Discovery in Divorce Litigation: Effective Tips and Key Insights
    3. Locating Hidden and Hard-to-Find Assets
    4. Challenges in Calculating Child Support and Alimony/Spousal Support
    5. Business Tax Returns and Valuations
    6. Ethical Issues for Family Law Paralegals
    Show details

  • ChatGPT for Paralegals

    • 11/07/2023
    • 11:00 AM - 12:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/ChatGPT-for-Paralegals/Video-Webinar/97656ER_4000630

    Program Description

    Optimize AI Technology in the Law Office

    Get familiar with the ways that ChatGPT and generative AI can help you and your attorney around the law office. From production requests to e-discovery, join our experienced faculty in this paralegal-focused program as they discuss how ChatGPT can help you raise the bar. Register today!

    • Learn how to best utilize generative AI to draft production requests and other documents.
    • Discuss how to best optimize ChatGPT for conducting e-discovery.
    • Explore the advantages and disadvantages of using ChatGPT for client communication purposes.

    *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.


    Who Should Attend

    This intermediate level course will provide attendees with tools for maximizing the benefits of ChatGPT in the law office. Those who should attend include:

    • Paralegals
    • Legal Assistants
    • Legal Support Staff

    Course Content

    1. Understanding What ChatGPT Is, How It Works, and What It Can Do in the Law Office
    2. Do's and Don'ts of Using ChatGPT When Drafting Production Requests and Other Documents
    3. Conducting E-Discovery Using Generative AI: Extents/Limitations
    4. Pros and Cons of Using ChatGPT to Automate Client Communication
    5. Challenges to Keep in Mind When Using ChatGPT
    Show details

  • Medicare Links, Set-Asides, and Medicaid Liens for Paralegals: TheLatest Rules and Guidance

    • 11/08/2023
    • 7:00 AM - 2:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Medicare-Liens-Set-Asides-and-Medicaid-Liens-for-Paralegals-The-Latest-Rules-and-Guidance/Video-Webinar/97624ER_3988660?st=WA

    Program Description

    Ensure Full Compliance and Help Secure Reductions

    There are significant consequences for failing to protect Medicare's interests. Is your firm following the latest rules, guidance, and best practices? This program will show you how you should be handling Medicare conditional payment recovery claims, set asides, and Medicaid liens right now. Register today!

    • Explore the most recent amendments to the Medicare Secondary Payer Recovery Act.
    • Discover what all the forms mean and get practical tips for submitting information and documents to CMS's contractors.
    • Learn how to resolve conditional payment recovery claims online through the MSPRP.
    • Find out how you should be working around the many uncertainties surrounding liability Medicare set asides.
    • Get practical tips for working with Medicaid agencies and resolving liens.

    Who Should Attend

    This intermediate level course will teach attendees current best practices for Medicare and Medicaid liens. Those who should attend include:

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

    Course Content

    1. Medicare Secondary Payer Act and Amendments: What Paralegals Must Know
    2. Medicare Conditional Payments and Medicare Advantage Plans 2023-2024
    3. Communications and Documentation Guide
    4. Navigating the Latest Version of the Medicare Secondary Payer Recovery Portal
    5. Liability Medicare Set Asides (LMSAs): How to Best Handle the Uncertainties
    6. How to Do Workers' Compensation Medicare Set-Aside Arrangements (WCMSAs)
    7. MedicAID Liens Guide for Paralegals
    8. Paralegal Ethics
    Show details

  • Collecting Evidence on the Internet: Paralegal Insights

    • 11/09/2023
    • 9:00 AM - 12:15 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Collecting-Evidence-on-the-Internet-Paralegal-Insights/Video-Webinar/97578ER_3990194?st=WA

    Program Description

    Find, Collect, and Preserve What You Need - With Proof of Authenticity

    The Internet is a treasure trove of evidence, but you need to know where to look and what to do when you've found it. This focused guide will show you how to find, collect, and preserve Internet-based evidence. You will also learn how to get access to deleted pages or files, use subpoenas, and prepare admission-ready exhibits for trial. Get all the practical how-to's you need to hand-deliver to your attorney potentially case-changing evidence - register today!

    • Learn how to leverage search engines and key websites to find what you're looking for sooner.
    • Receive best practices and tools for collecting evidence on the web.
    • Find out what to do when what you're looking for has been "deleted" or archived.
    • Hear how to use to subpoenas to get records from Internet companies.
    • Round up sufficient proof of authenticity and get exhibits hearing and trial-ready for your attorney.

    Who Should Attend

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

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

    Course Content

    1. What to Look for and Where to Find it: Search Tips and Must-Check Websites
    2. Collecting Webpage and Internet Evidence
    3. How to Get Deleted Evidence: Internet Archives and Other Tools
    4. Using Subpoenas
    5. Preservation, Storage, Protection, and Retrieval
    6. Authentication and Exhibit Preparation Insights
    Show details

  • Paralegal's Guide to Tech Licensing and SaaS Agreements

    • 11/10/2023
    • 11:00 AM - 12:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Paralegals-Guide-to-Tech-Licensing-and-SaaS-Agreements/Video-Webinar/97671ER_4004026?st=WA

    Program Description

    Key Provisions and Compliance Considerations

    Tech contracts are a daily reality for both law firms and clients. Do you know what's standard language and what can or should be tailored? This legal briefing offers a fast-paced overview of paralegal tasks in drafting common tech agreements. Build your skills - register today!

    • Assist attorneys in drafting and negotiating tech contracts.
    • Recognize what's typical and what's unusual in the license agreements.
    • Review practical contract language for common issues.
    • Get tips for complying with changing data privacy laws.

    Who Should Attend

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

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

    Course Content

    1. Core Concepts, Terms, and Governing Law
    2. Protecting Trade Secrets and Other IP
    3. Diligence Best Practices: Pre-Agreement and Post-Execution/Ongoing
    4. Tech Contract Provisions: What's Typical and What's Unusual
    5. Data Privacy Compliance: Everyday Paralegal Duties
    6. Cloud Computing Agreements: What Paralegals Need to Know
    7. Data Licensing Agreement Tips
    Show details

  • Legal Ethics: Top Challenges for Paralegals

    • 11/14/2023
    • 11:00 AM - 1:15 PM
    • Webcast

    Register: https://ipe.nbi-sems.com//Results/0?Ntt=legal%2Bethics%3A%2Btop%2Bchallenges%2Bfor%2Bparalegals


    Program Description

    Conflicts of Interest Conundrums, UPL Landmines, Communication Breakdowns, and More

    Whether you're questioning the ethics of your attorney's request, or you're trying to find the balance between keeping clients updated and managing the rest of your workload, everyday practice is filled with ethical landmines. This program provides you with tried-and-true tips for solving complex ethical challenges. Enhance your knowledge - register today!

    • Bypass common confidentiality and privilege issues.
    • Develop strategies for handling advanced technology and social media difficulties.
    • Evade the top advertising and marketing mistakes that paralegals make.
    • Deal with challenges involving client fees and property.

    Who Should Attend

    This advanced level program is designed to provide attendees with expert tips for overcoming ethical hurdles. Those who should attend include:

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

    Course Content

    1. Safeguarding Privilege and Confidentiality: Top Roadblocks and Hidden Dangers
    2. Costly Conflicts of Interest Mistakes Paralegals Commonly Make
    3. The Unauthorized Practice of Law (UPL): Top Pain Points for Paralegals
    4. Tackling Issues With Attorneys Who Pressure You to Do Something Unethical
    5. Key Stumbling Blocks in Maintaining Ethical Communications
    6. Social Media, Technology, and Artificial Intelligence (AI): Advanced Ethics Issues and Answers
    7. Marketing and Advertising Gone Wrong: Real-World Examples
    8. Handling Client Property and Fees: Solutions to Common Challenges
    Show details

  • The Fundamentals of Transitioning to the Paperless Law Office for Paralegals

    • 11/16/2023
    • 11:00 AM - 2:15 PM
    • Webcast

    register: https://ipe.nbi-sems.com/ProductDetails/The-Fundamentals-of-Transitioning-to-the-Paperless-Law-Office-for-Paralegals/Video-Webinar/97633ER_3990148?st=WA

    Program Description

    Find Out How to Convert Files, Develop a Data Security Plan, and Much More

    This paralegal-focused course delves into the nuts and bolts of transitioning to a paperless law office. Compare and contrast the barriers and benefits of going paperless, hear creative techniques for managing multiple files, and examine best practices for determining the best file format for each document. Don't miss this opportunity to build your knowledge - register today!

    • Explore key procedures and tactics for going paperless.
    • Discover techniques for organizing and labeling digital files.
    • Identify the dos and don'ts of retaining and destroying hard-copy documents.
    • Discover different types of equipment, software, and backups to use in a paperless office.

    *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.


    Who Should Attend

    This intermediate level program is designed to provide attendees with tips and tricks for transitioning to a paperless law firm. Those who should attend include:

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

    Course Content

    1. Paperless Process, Procedures, and Pointers
    2. Practical Guidance for Storing, Organizing, and Managing Digital Files
    3. Original, Hard-Copy Documents: What You Need to Do
    4. Helpful Equipment, Backups, and Software for Paperless Firms
    Show details

  • Managing the Discovery Process: A Paralegals' Guide

    • 11/29/2023
    • 8:00 AM - 3:00 PM
    • Webcast

    Register: https://ipe.nbi-sems.com/ProductDetails/Managing-the-Discovery-Process-A-Paralegal-s-Guide/Video-Webinar/97573ER_3989893?st=WA

    Program Description

    Increase Your Effectiveness With Superior Discovery Management Skills

    Conscientious, thorough discovery is the foundation for a good case - and you play an important role in this phase of the litigation process. Are you confident in your ability to draft proper interrogatories and requests for production? Do you know how best to organize documents and avoid spoliation? If you're interested in taking your discovery management skills to the next level, join us for an in-depth look at best practices for incoming and outgoing discovery. Register today!

    • Get proven strategies for making and responding to discovery requests.
    • Identify critical elements to review when you receive discovery from the other side.
    • Learn how to use technology and a discovery management system to enhance your organizational efficiency.
    • Examine issues unique to e-discovery management.
    • Save your firm time and money by anticipating problems and circumventing them with best practices.

    Who Should Attend

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

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

    Course Content

    1. Making and Responding to Discovery Requests
    2. Managing Incoming Responses and Documents
    3. Document Review, Redaction, Logs, and Production
    4. Building an Efficient Discovery Management System
    5. Managing E-Discovery
    6. Discovery Problem Solving - Circumventing Snags in the Process
    7. Ethical Issues in Discovery
    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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