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• How to Properly Close a Case File: Top Paralegal Mistakes

  • When
    04/04/2023
  •  
    11:00 AM - 12:00 PM
  • Location
    Webcast

  Register: https://ipe.nbi-sems.com/ProductDetails/How-to-Properly-Close-a-Case-File-Top-Paralegal-Mistakes/Video-Webinar/96664ER_3919007?st=WA

  Program Description

  Retention and Destruction Errors, Organization Mistakes, and More

  The case has ended, the bill's been paid, and everything has been wrapped up except for the file. But you can't dust your hands off yet. Your next steps need to be careful. This program will show you the dos and don'ts of closing a case file so you can make sure your firm's practices are faultless. Discover common case file closing mistakes and best practices - register today!

  • Know the laws and rules you need to comply with when closing a case file.
  • Discover how and for how long you should keep confidential client information.
  • Find out what a comprehensive closing checklist looks like.
  • Get practical guidance on handling client communications and requests.

  
  

  Who Should Attend

  This intermediate level course will teach attendees how to properly close a case file. Those who should attend include:

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

  
  

  Course Content

  1. Applicable Laws and Ethical Rules
  2. Following or Establishing Retention and Destruction Protocols
  3. Organizational Best Practices
  4. Sample Closing Checklists
  5. Notifying Clients
  6. Requests for Information and for Case Documents

  Show details
• Estate Planning Essentials for Paralegals

  • When
    04/05/2023
  •  
    7:00 AM - 2:00 PM
  • Location
    Webcast

  Register: https://ipe.nbi-sems.com/ProductDetails/Estate-Planning-Essentials-for-Paralegals/Video-Webinar/96428ER_3900328

  Program Description

  Wills, Trusts, POAs, Health Care Decisions, Tax Returns, and More Essential Documents and Tools

  Prepare to perform your key estate planning tasks with confidence. This practical guide offers specialized case/client intake and communication tips, case management advice, will and trust essential provisions breakdowns, and an overview of top trust structures and their uses. You will also get an introduction to trusts and estates taxation, including sample documents and filing guidance. Come away with a working understanding of trusts and estates paralegals' duties and with the confidence to do the job. Register today!

  • Improve and customize your client intake and make sure all the necessary documents are gathered.
  • Learn how to better prepare clients for the estate planning process and organize case files.
  • Assist clients in creating and updating their medical decision-making documents.
  • Distinguish between different types of financial POAs and help clients designate proxies.
  • Identify key terms and parties of trusts and explore essential provisions.
  • Review tax documents you will encounter in estate planning and administration.
  • Steer clear of UPL with an overview of common grey areas.

  
  

  Who Should Attend

  This intermediate level estate planning kit is designed to help you build your essential skills. Those who should attend include:

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

  
  

  Course Content

  1. Estate Planning Case Intake and Client Communications
  2. Powers of Attorney, Advance Directives, Disposition of Remains
  3. Intestacy Rules and Essential Will Provisions
  4. Types of Trusts and How to Draft Them for Attorney Review
  5. Ethics for Estate Planning Paralegals
  6. Taxation of Trusts and Estates 101
  7. Tax Documents, Deadlines, Submitting Returns

  Show details
• Corresponding with Federal Courts: Paralegal Do's and Don'ts

  • When
    04/06/2023
  •  
    11:00 AM - 12:00 PM
  • Location
    Webcast

  Register: https://ipe.nbi-sems.com/ProductDetails/Corresponding-With-Federal-Courts-Paralegal-Do-s-and-Don-ts/Video-Webinar/96681ER_3917223?st=WA

  Program Description

  Practical Guidance for Communicating With Judges and Their Staff

  Every communication with the court is an opportunity to build credibility - unfortunately, this also means that every misstep has the ability to damage that credibility as well. This practical guide will reveal do's and don'ts for communicating with judges and law clerks to get quicker and better responses (and stay on their good side). Enhance your communication skills - register today!

  • Learn how to navigate the case management and electronic court filing system for federal courts.
  • Save time and effort by knowing who to contact and for what.
  • Get practical and cautionary advice for communicating with law clerks and federal court judges.
  • Receive tailored tips for handling specific requests and filings.

  
  

  Who Should Attend

  This intermediate level course is designed to give attendees the knowledge they need to effectively communicate with federal courts. Those who should attend include:

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

  
  

  Course Content

  1. Case Management/Electronic Case Files (CM/ECF)
  2. Who to Contact and for What
  3. Communicating Effectively - The Best Advice for Letters, Emails, and Calls
  4. Law Clerk Communications Tips
  5. Correspondence With Federal Court Judges: Dos and Don'ts
  6. Making Specific Requests
  7. Avoiding Common Mistakes With Transmittal Letters, Motions, Briefs, Exhibits, and More
  8. Unauthorized Practice of Law Dangers to Avoid

  Show details
• A Paralegal's Guide to Discovery in Divorce

  • When
    04/12/2023
  • Location
    Webcast

  Register: https://ipe.nbi-sems.com/ProductDetails/A-Paralegal-s-Guide-to-Discovery-in-Divorce/Video-Webinar/96579ER_3888869?st=WA

  Program Description

  Thoroughly Investigate Divorce Cases

  Do you know all the tips and tricks for searching out any undisclosed assets or debt in divorce? Are you looking for practical insights in decrypting complex tax returns and other financial documents? How do your e-discovery skills stack up? Our experienced faculty will teach you time-tested and innovative methods for identifying, locating and obtaining case-supporting evidence. Leave no stone unturned - register today!

  • Learn how to effectively request and obtain all necessary information and documents.
  • Keep it together - obtain practical tips for organizing documents in the discovery process.
  • Build your e-discovery skills: know what to look for, where to find it, and how to obtain it.
  • Find a treasure trove of information in a sample tax return and other key documents.
  • Discover hard-to-find assets among bank statements, paystubs and other key documents.

  
  

  Who Should Attend

  This intermediate level course will teach attendees how to effectively navigate the discovery process in divorce. Those who should attend include:

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

  
  

  Course Content

  1. Drafting Discovery Requests and Responses
  2. Organizing Discovery Documents: Tips and Tricks
  3. E-Discovery: Social Media, Smartphone Evidence and More
  4. What Individual Tax Returns Can Show You (Walkthrough of Sample)
  5. Finding Hidden Assets: Reviewing Bank Statements, Paystubs and Other Key Documents
  6. Ethical Considerations in Discovery for Paralegals

  Show details
• WSPA Connect Meeting

  • Start
    04/12/2023
  •  
  • End
    12/13/2023
  •  
  • Schedule
    9 sessions
  • Location
    Zoom meeting
  • Registered
    1 registrant

  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
• Personal Injury 101: What Paralegals Need to Know!

  • When
    04/13/2023
  •  
    9:00 AM - 12:15 PM
  • Location
    webcast

  Register: https://ipe.nbi-sems.com/ProductDetails/Personal-Injury-101-What-Paralegals-Need-to-Know/Video-Webinar/96409ER_3890012?st=WA

  Program Description

  Your Guide Through the Personal Injury Case

  Working your way through each step in high-valued personal injury cases can be a challenge. This paralegal-focused course will give you an in-depth overview of these contentious claims. Develop proven investigative techniques at the onset of the case. Get practical methods to work through discovery, depositions, exhibit preparation, and more. Don't miss your opportunity to enhance your personal injury litigation skills. Register today!

  • Explore effective investigative techniques for finding witnesses and records.
  • Learn savvy ways to find what you need in the discovery process.
  • Discover how to comb through medical records for valuable information.
  • Review successful methods to organize and maintain the case file at trial.

  
  

  Who Should Attend

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

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

  
  

  Course Content

  1. Preliminary Steps in Personal Injury Claims
  2. Trial Preparation - Effectively Working with the Litigation Team (Part One)
  3. Trial Preparation - Effectively Working with the Litigation Team (Part Two)
  4. The Personal Injury Paralegal At Trial

  Show details
• A Paralegal's Guide to Reviewing Title Commitments, Exception Documents and Surveys

  • When
    04/18/2023
  •  
    10:00 AM - 1:15 PM
  • Location
    Webcast

  Register: https://ipe.nbi-sems.com/ProductDetails/A-Paralegal-s-Guide-to-Reviewing-Title-Commitments-Exception-Documents-and-Surveys/Video-Webinar/96407ER_3891419?st=WA

  Program Description

  Recognize and Resolve Problems When You See Them

  To ensure a clean title and policy, you need to know how to read title commitments and surveys. This practical guide to title and survey review will show you what to look for, where to find it, and what to do about it. Enhance your real estate skill set - register today!

  • Communicate more effectively with title companies by knowing what goes on behind the scenes.
  • Walk section-by-section through the title commitment.
  • Delve deeper into specific exceptions by investigating the exception documents.
  • Learn how to read land surveys and legal descriptions.
  • Work to resolve title issues through objection letters, endorsements, and curative tools.

  
  

  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 Insurance - Behind the Scenes
  2. Reviewing Title Commitments and Exception Documents
  3. Reading Surveys and Plats
  4. Drafting Title and Survey Objection Letters (With Samples)
  5. Assisting With Curative Work

  Show details
• The Ultimate Guide to Workers' Compensation for Paralegals

  • When
    04/19/2023
  •  
    8:00 AM - 3:00 PM
  • Location
    Webcast

  Register: https://ipe.nbi-sems.com/ProductDetails/The-Ultimate-Guide-to-Workers-Compensation-for-Paralegals/Video-Webinar/96397ER_3892445?st=WA

  Program Description

  Essential Tips for Assisting in Workers' Compensation Cases

  Do you understand basic workers' comp terminology? Do you feel confident in your ability to draft demand letters? Do you know what types of notes to take during depositions? From tips for drafting IME requests to strategies for navigating HIPAA concerns, this practical program walks you through the fundamentals of workers' compensation and teaches you everything you need to know to help attorneys with their next case. Build your knowledge and become a more effective paralegal - register today!

  • Stay informed of the latest workers' comp trends and case law.
  • Discover tips for communicating with insurance companies.
  • Develop strategies for handling unpaid bills.
  • Uncover practical guidance for reviewing documents.
  • Analyze guidelines for drafting deposition summaries.
  • Determine how to prepare exhibits for workers' comp hearings.
  • Examine best practices for creating settlement agreements.

  
  

  Who Should Attend

  This intermediate level course is designed to give attendees the skills they need to assist with workers' compensation cases. Those who should attend include:

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

  
  

  Course Content

  1. Overview: Workers' Compensation Fundamentals
  2. Initial Client Interviews and Case Assessment
  3. Medical Record Essentials: Finding Gold Nuggets That Help Clients
  4. Claim Investigation, Documentation, and Organization
  5. Deposition Assistance Tactics for Paralegals in Workers' Compensation Cases
  6. Preparing for Workers' Compensation Hearings and Mediation
  7. Workers' Compensation Settlement Duties for Paralegals
  8. Paralegal Ethics

  Show details
• Auto Accident Investigation Strategies for Paralegals

  • When
    04/20/2023
  •  
    10:00 AM - 11:00 AM
  • Location
    Webcast

  Register: https://ipe.nbi-sems.com/ProductDetails/Auto-Accident-Investigation-Strategies-for-Paralegals/Video-Webinar/96671ER_3917913?st=WA

  Program Description

  Quickly Get to the Bottom of Liability and Damages

  Strong auto accident investigation skills will help you weed out high-risk clients and cases and give your attorney much-needed leverage for settlement talks. This quick-tips guide will show you how to preserve evidence and leave no major stone unturned when investigating a motor vehicle accident. Help your attorney gain an early advantage - register today!

  • Learn what steps you need to take to preserve key evidence from the get-go.
  • Find out how to tap into GPS, black box, and smartphone data.
  • Discover how to obtain and review medical records.
  • Flush out red flags in the client's background and claims so your attorney doesn't get caught flat-footed.

  
  

  Who Should Attend

  This intermediate level course will teach attendees investigation strategies for auto injury cases. Those who should attend include:

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

  
  

  Course Content

  1. Evidence Preservation: When, What, and How
  2. Client and Witness Interviews and Statements
  3. Social Media and Background Investigations
  4. Accident Reports, Accident Scene Investigation, and Video Surveillance
  5. Vehicle Evidence, GPS, and Black Box Data
  6. Collecting Smartphone Data
  7. Requesting and Reviewing Medical Records and Bills
  8. Documenting Damages for the Demand Package

  Show details
• Investigative Techniques 2023: What Paralegals Need to Know

  • When
    04/26/2023
  •  
    7:00 AM - 2:00 PM
  • Location
    Webcast

  Register: https://ipe.nbi-sems.com/ProductDetails/Investigative-Techniques-2023-What-Paralegals-Need-to-Know/Video-Webinar/96573ER_3911120?Program Description

  The Latest Strategies and Tools for Conducting Investigations

  Paralegals play an integral role in the investigative process and need to be prepared to handle whatever task comes their way. Are you ready to step up to the plate? Join our seasoned faculty as they walk you through the latest guidelines for assisting in investigations. Discover new tips for investigating businesses and individuals, explore tactics for assessing credibility and spotting lies, identify the dos and don’ts of working with medical records, and much more. Register today!

  • Develop strategies for gathering background information and locating people.
  • Uncover practical guidance for conducting interviews.
  • Review current guidelines for requesting public records.
  • Come away with tips for tracking down medical and employment records.
  • Gain new tools for organizing the investigation results.

  
  

  Who Should Attend

  This intermediate level program offers practical guidance for assisting in investigations. Those who should attend include:

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

  
  

  Course Content

  1. Locating People and Gathering Background Information: Tips All Paralegals Should Know for 2023
  2. Conducting Interviews: New Tactics, Potential Pitfalls
  3. Requesting Public Records: Reviewing the Latest Guidelines
  4. Tracking Down Employment and Medical Records: Current Guidance and Best Practices
  5. New Methods for Organizing Investigation Results
  6. Paralegal Ethics

  Show details
• What Paralegals Need to Know About Attorney-Client Privilege and Confidentiality

  • When
    04/27/2023
  •  
    11:00 AM - 1:15 PM
  • Location
    Webcast

  Register: https://ipe.nbi-sems.com/ProductDetails/What-Paralegals-Need-to-Know-About-Attorney-Client-Privilege-and-Confidentiality/Video-Webinar/96561ER_3909862?st=WA

  Program Description

  Client Communication Best Practices, Inadvertent Disclosures, and More

  Are paralegals participants in the attorney-client privilege? If so, do you know how to protect confidential information? And what are the most common ways that inadvertent disclosures occur? This program walks you through the fundamentals of attorney-client privilege and confidentiality. Build your knowledge - register today!

  • Differentiate between attorney-client privilege, confidentiality, and the work-product doctrine.
  • Determine whether the ethical obligations of client privilege and confidentiality extend to paralegals.
  • Examine best practices for safeguarding confidential information.
  • Identify different types of privilege waivers.

  
  

  Who Should Attend

  This intermediate level program is designed to provide attendees with an overview of the attorney-client privilege, confidentiality, and the work-product doctrine. Those who should attend include:

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

  
  

  Course Content

  1. Differentiating Attorney-Client Privilege vs. Confidentiality vs. Work Product
  2. Rule 5.3 and Other Relevant Model Rules
  3. Paralegal Obligations Regarding Attorney-Client Privilege and Confidentiality: What Are They
  4. Communicating With Clients and Handling Confidential Information: Ensuring Legal Best Practices
  5. Intercepted and Overheard Communications
  6. Texts and Emails (Using Employer Computers, Mobile Devices, Metadata Issues, etc.)
  7. Issues With Social Media
  8. Communications With Third Parties: What Paralegals Need to Know
  9. Privilege Waivers and Exceptions
  10. Inadvertent Disclosures

  Show details
• Paralegals' How-to Guide to Title Defects

  • When
    05/02/2023
  •  
    10:00 AM - 11:00 AM
  • Location
    Webcast

  Register: https://ipe.nbi-sems.com/ProductDetails/Paralegals-How-to-Guide-to-Title-Defects/Video-Webinar/96750ER_3915213?st=WA

  Program Description

  Help Your Attorney Spot, Fix, and Prevent Title Problems

  When it comes to real estate transactions, time is of the essence. Can you successfully hunt down and help your attorney remedy title issues before closing? This program will show you how to flush out title defects, communicate with the title company, and prepare curative documents. You will also learn how to avoid common drafting errors and other mistakes that lead to the creation of title problems. Build your title law knowledge and knowhow - register today!

  • Know what to look for on title search reports, title commitments, and land surveys.
  • Get tips for coordinating with the title company to secure better coverage for clients.
  • Learn how to prepare documents to clear up title issues.

  
  

  Who Should Attend

  This intermediate level course will allow attendees to develop a better understanding of best practices for finding, curing, and avoiding the most common title defects so they can ensure clear title. Those who should attend include:

  • Paralegals
  • Legal Assistants
  • Legal Support Staff

  
  

  Course Content

  1. Title and Survey Review: Uncovering Defects
  2. Working With Title Companies to Coordinate Changes and Corrections
  3. Preparing Curative Title Documents
  4. Preventing Title Defects: Best Practices for Paralegals

  Show details
• Document Management, Retention, andDestruction for Paralegals

  • When
    05/04/2023
  •  
    11:00 AM - 2:15 PM
  • Location
    Webcast

  Register: https://ipe.nbi-sems.com/ProductDetails/Document-Management-Retention-and-Destruction-for-Paralegals/Video-Webinar/96707ER_3922081?st=WA

  Program Description

  Take the Guesswork out of Managing Case Documents and Disposing of Them 

  Document management is a formidable legal minefield, and improper document handling can land a law firm in hot water. Take this course to learn best practices for organizing case documents and dealing with requests for production, while keeping in mind the legal requirements for preservation of evidence, retention timelines, confidentiality compliance, and destruction requisites. You'll gain the latest storage solutions, strategies for retrieving information, and guidelines for properly destroying files. Let our experienced faculty provide you with tried and true methods that you can begin using immediately. Register today!

  • Review the legal requirements and confidentiality compliance involved with case document management.
  • Save time and headaches by establishing a universal document management system that works for every case.
  • Discover how to save documents in readable, searchable, and printable formats.
  • Effectively organize and track discovery documents from both clients and opposing parties.
  • Learn the procedures for properly closing files and destroying documentation.

  
  

  Who Should Attend

  This intermediate level program will provide attendees with practical strategies for effective document management. Those who should attend include:

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

  
  

  Course Content

  1. Document Management: Getting Started
  2. Effective Case Document Control and Organization
  3. Organizing Discovery Documents for Paralegals
  4. Electronic Document Management, Metadata, and Production
  5. Proper Closing and Destruction of Documents

  Show details
• The Paralegal's Guide to Appeals: Briefs, Case Citations, and More

  • When
    05/09/2023
  •  
    10:00 AM - 1:15 PM
  • Location
    Webcast

  Register: https://ipe.nbi-sems.com/ProductDetails/The-Paralegal-s-Guide-to-Appeals-Briefs-Case-Citations-and-More/Video-Webinar/96740ER_3903965?st=WA

  Program Description

  The Dos and Don'ts of Reviewing Trial Records, Crafting Appellate Briefs, and More

  The paralegal plays a critical role in the appellate process. Are you confident in your ability to formulate compelling arguments on behalf of your firm's clients? This focused program is packed with tips for navigating an appeal. Determine how appellate work differs from trial work, find out how to make filings in appellate courts, and uncover the top mistakes made with appellate briefs. Up your game - register today!

  • Get an overview of the paralegal's responsibilities in appellate cases.
  • Discover essential guidelines for reviewing trial records and case law.
  • Gain tips for preparing case citations.
  • Examine best practices for drafting an effective appellate brief.

  
  

  Who Should Attend

  This intermediate level course will teach attendees about the appellate process. Those who should attend include:

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

  
  

  Course Content

  1. The Appellate Process - Overview and the Paralegal's Role
  2. Reviewing Case Law and Trial Records
  3. Guidelines for Preparing Case Citations
  4. Anatomy of the Appellate Brief: Creative Insights From Top Appellate Paralegals
  5. The Top 10 Worst Mistakes Paralegals Make With Appellate Briefs

  Show details
• Employment Law: Tips, Tricks, andHandy Know-Hows for Paralegals

  • When
    05/10/2023
  •  
    8:00 AM - 3:00 PM
  • Location
    Webcast

  Register: https://ipe.nbi-sems.com/ProductDetails/Employment-Law-Tips-Tricks-and-Handy-Know-Hows-for-Paralegals/Video-Webinar/96717ER_3907967?st=WA

  Program Description

  Strategies for Handling Common Employment Law Issues

  Perform your employment law tasks with confidence. In this program, our seasoned faculty share their hard-won tips and tricks for everything from identifying potential wage and hour violations to drafting interrogatories and subpoenas. Build your skills - register today!

  • Get a concise overview of FLSA requirements.
  • Discover best practices for drafting and reviewing handbook policies.
  • Explore the fundamentals of employee benefits law.
  • Identify the paralegal's role in workplace investigations.
  • Gain practical techniques for assisting attorneys in litigation.

  
  

  Who Should Attend

  This intermediate level course is designed to provide attendees with tips for assisting attorneys in workplace investigations, employment litigation, and more. Those who should attend include:

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

  
  

  Course Content

  1. Key Laws to Know
  2. Wage and Hour Law for Paralegals
  3. Employee Handbooks and Contracts: Legal Best Practices
  4. Employee Benefits Law for Paralegals
  5. Internal Investigations - The Paralegal's Role
  6. Techniques for Assisting in Employment Litigation
  7. Ethics for Paralegals

  Show details
• Litigation Boot Camp for Paralegals

  • When
    05/17/2023
  •  
    7:00 AM - 2:00 PM
  • Location
    Webcast

  Register: //www.wspaonline.org/admin/events/add-event/?DetailsDisplayMode=Add&selTab=1

  Program Description

  From Initial Pleadings to Trial Preparation

  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 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 getting pleadings, motions, and briefs court ready.
  • 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

  Show details
• Paralegals' Guide To Discovery and Evidence in Personal Injury Litigation

  • When
    05/23/2023
  •  
    10:00 AM - 1:15 PM
  • Location
    Webcast

  Register: https://ipe.nbi-sems.com/ProductDetails/Paralegals-Guide-to-Discovery-and-Evidence-in-Personal-Injury-Litigation/Video-Webinar/96741ER_3922117?st=WA

  Program Description

  Make the Most Out of Discovery, Help Your Attorney Build a Case

  When a paralegal's skills are on point, a personal injury attorney is bound for success. Join our experienced faculty as they walk you through the discovery process and discuss key evidence to look for in personal injury cases. Leave no stone unturned - register today!

  • Review key paralegal responsibilities during the discovery phase of a personal injury case.
  • Learn how to locate and gather important information using interrogatories in discovery.
  • Know how to handle personal injury case evidence with requests for production.
  • Help your attorney prepare for trial by readying the essential exhibits for the courtroom.

  
  

  Who Should Attend

  This intermediate level program is designed to give paralegals the knowledge required for navigating through the discovery process in a personal injury case. Those who should attend include:

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

  
  

  Course Content

  1. Accident Investigation and Witness Interview Techniques
  2. Discovery Requests and Responses
  3. Document Management Tips
  4. Obtaining and Reviewing Medical and Other Records
  5. Collecting and Producing Smartphone and Social Media Evidence
  6. Paralegals' Guide to Depositions in Personal Injury Cases
  7. Preparing and Organizing Evidence and Exhibits for Trial

  Show details
• \Family Law Essentials for Paralegals

  • When
    05/24/2023
  •  
    7:00 AM - 2:00 PM
  • Location
    Webcast

  Register: https://ipe.nbi-sems.com/ProductDetails/Family-Law-Essentials-for-Paralegals/Video-Webinar/96694ER_3914737?st=WA

  Program Description

  A Start-to-Finish Guide to the Key Issues and Procedures

  Be prepared for the ups and downs of family law practice with a comprehensive set of tools to keep you updated on every step of the process. From the procedural checklists and discovery resources to specific advice on marital agreements and QDRO essentials, find new ways to elevate the practice - register today!

  • Walk through a common divorce case timeline and come away with practical case management tips.
  • Get sample intake forms, checklists, family agreements, and more.
  • Up your discovery game with a real-life guide to obtaining social media, financial documents and more.
  • Explore key adoption options and procedures.
  • Adopt effective tactics for handling contentious issues like alienation and domestic violence.
  • Find new ways to build synergy with attorneys.

  
  

  Who Should Attend

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

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

  
  

  Course Content

  1. Perfecting Client Intake
  2. Divorce Procedure Checklist and Case Management Tips
  3. Discovery: Smartphones, Financial Docs and Other Sources of Information
  4. Property Division and Support
  5. QDRO Basics
  6. Custody, Alienation, Domestic Violence
  7. Premarital and Marital Agreement Basics
  8. Adoption and Assisted Reproduction 101
  9. Five Unobvious Ways to Support the Family Law Attorney
  10. Family Court Trial Prep: Putting Together the Trial Binder
  11. Ethics and UPL

  Show details
• Handling Advanced Issues with Medical Records: A Paralegals' Guide

  • When
    05/31/2023
  •  
    7:00 AM - 2:00 PM
  • Location
    Webcast

  Register: https://ipe.nbi-sems.com/ProductDetails/Handling-Advanced-Issues-With-Medical-Records-A-Paralegal-s-Guide/Video-Webinar/96713ER_3916147?st=WA

  Program Description

  Navigate Key Challenges With Confidence

  From unresponsive medical providers to data breaches, a number of challenges can pop up when working with medical records. Do you have the know-how needed to handle whatever curveball gets thrown your way? In this program, our esteemed faculty explore solutions for the toughest medical record issues that paralegals face. Find out what to do when medical providers produce records for the wrong patient, determine the top details overlooked in medical bills, get advanced tips for preparing medical expense itemizations, and more. Take your skills to the next level - register today!

  • Develop strategies for overcoming obstacles in obtaining medical records.
  • Gain creative tips for organizing medical records.
  • Uncover practical guidance for deciphering medical bills and records.
  • Examine best practices for handling protected health information (PHI).
  • Discover tactics for creating effective medical chronologies and summaries.

  
  

  Who Should Attend

  This advanced level course is designed to give paralegals the skills they need to overcome obstacles with medical records. Those who should attend include:

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

  
  

  Course Content

  1. Obstacles in Obtaining Medical Records
  2. Organizing Medical Records - Cutting-Edge Techniques
  3. Deciphering Medical Records and Bills: Pointers From a Pro
  4. Maintaining HIPAA Compliance in the Office - Top Legal Landmines
  5. 10 Secrets to Working Effectively With Medical Experts
  6. Advanced Medical Chronologies, Summaries, and Expense Itemizations
  7. Ethical Pitfalls to Avoid

  Show details