Washington State Paralegal Association

Upcoming events

    • 10/23/2019
    • 7:00 AM - 2:00 PM
    • Webcast

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Litigation-Boot-Camp-for-Paralegals/Video-Webcast/83631ER_MTMPAET408300000?st=WA&pt=1

    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
    • 10/26/2019
    • 3:00 PM - 4:00 PM
    • Kitsap Regional Library 1301 Sylvan Way, Bremerton
    Register

    Learn how to conduct research with two case management systems that lawyers used :

    Case Maker

    Fast Case

    • 10/29/2019
    • 11:00 AM - 2:15 PM
    • Audio Webinar

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Top-Skills-Paralegals-Need-to-Know-MS-Word-Excel-and-More/Audio-Webinar/83628ER_NPAR469300000?st=WA&pt=1

    Program Description

    Top Microsoft Applications Your Firm Needs

    Are you look for ways to successfully manage documents, files and spreadsheets that keep piling up? Take your Microsoft Word and Excel skills to the next level with helpful tips and tricks to achieve structure and stay on task. Improve your efficiency and save time with your everyday responsibilities in the law office - register today!

    • Discuss key functions to incorporate to become a power user of Microsoft Word. 
    • Learn savvy tips for effective calendaring and docketing using Microsoft Outlook.
    • Explore ways Microsoft Excel can help your firm run smoothly.
    • Take a closer look at the pros and cons of Microsoft OneNote vs Evernote.

    Who Should Attend

    This intermediate level course is designed to give paralegals the knowledge they need to maximize their use of MS Word, Excel and more. Those who should attend include:

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

    Course Content

    1. Key Microsoft Word Uses and Power User Guidelines
    2. Microsoft Outlook: Effective Tools for Calendaring, Docketing and More
    3. Microsoft Excel for the Law Office: A Paralegal’s Guide
    4. Microsoft OneNote vs Evernote
    • 10/30/2019
    • 7:00 AM - 8:00 AM
    • Audio Webinar

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Ethical-Implications-of-Technology-A-Paralegal-s-Guide/Audio-Webinar/83626ER_NLAET429400000?pt=1

    Program Description

    What You Need to Know to Maintain Compliance

    Ensuring ethical compliance in the ever-changing world of technology can be overwhelming. Take a closer look at the do's and don'ts for the use of technology in client communications and case management. Make sure your firm remains on the right track - register today!

    • Review ways to stay abreast of changing technology.
    • Discuss how to properly handle communications via email.
    • Learn tips for avoiding inadvertent disclosure.
    • Stay clear of dangers associated with social media relationships.

    Who Should Attend

    This intermediate level course will teach attendees how to confidently avoid ethical pitfalls when dealing with technology. Those who should attend include:

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

    Course Content

    1. Methods for Keeping up With Changing Technology
    2. Email, Smartphone and Other Electronic Communication
    3. Avoiding Inadvertent Disclosure 
    4. Accessing Files Through Outside Service Providers
    5. Attorney-Client Relationship Dangers on Social Media
    6. Unauthorized Practice of Law
    • 11/01/2019
    • 9:00 AM - 4:30 PM
    • Seattle, WA, Courtyard Seattle Downtown, Lake Union

    Register: https://ipe.nbi-sems.com/ProductDetails/Trial-Preparation-From-Start-to-Finish-for-Paralegals/Seminar/83351ER_WAWPA408300000?st=WA&pt=1

    Program Description

    Make Yourself an Indispensable Part of Your Firm's Trial Preparation Team 

    Two of the most essential skills for litigation paralegals to possess are the abilities to gather critical information and to prepare it for effective use at trial. That means you need to know how to compile essential information, ask the right questions and create a thorough, yet user-friendly case file. 

    Are your skills everything they should be? This seminar will provide a closer look into the specialized realm of paralegal responsibilities during trial preparation so you can maximize your effectiveness. Establish solid case management and organization techniques. Learn how to uncover crucial facts during the discovery process. Implement an effective document control and organization system to keep everything readily accessible. Get the most out of witnesses during pretrial interviews. Confidently collect, organize and preserve evidence for use at any time during trial. Developing these skills is critical for your success - enroll today to gain the knowledge you need! 

    • Knowledgeably draft initial pleadings. 
    • Tap into valuable sources of information while conducting discovery. 
    • Establish strategies for effective document control so you can retrieve what you need, when you need it. 
    • Organize a powerful trial notebook that will pave the way for a smooth trial.
    • Implement solid techniques for preparing clients to testify at trial.
    • Find out how to troubleshoot common problems that arise during trial preparation.
    • Put together persuasive, clear trial exhibits that get results.
    • Learn how to effectively assist with voir dire, evidence presentation and more during trial.

    Who Should Attend

    This basic-to-intermediate level program is designed for paralegals, legal assistants, legal secretaries and other members of the law office support staff who want to sharpen their skills in every aspect of trial preparation. 


    Course Content

    1. Preparing Your Office - What to do Before You set Foot in Court
    2. Creating a Trial Notebook
    3. Useful Discovery for Trial
    4. Effective Use of Evidence
    5. Preparing Your Witnesses
    6. Succeeding at Trial
    • 11/05/2019
    • 10:00 AM - 1:15 PM
    • Audio Webinar

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Discovery-in-Divorce-for-Paralegals/Audio-Webinar/84386ER_ININPAR439000000?pt=1

    Program Description

    Conduct a Thorough Investigation in Divorce Cases

    Do you know all the tips and tricks for ferreting 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!

    • Overlook nothing - learn how to effectively request and obtain all necessary information and documents.
    • Find a treasure trove of information in a sample tax return and other key documents.
    • Build your e-discovery skills: know what to look for, where to find it, and how to obtain it.
    • Keep it together - obtain practical tips for organizing documents in the discovery process.
    • Take away sample checklists, discovery requests and other essential 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

    • Drafting Discovery Requests and Responses
    • E-Discovery: Social Media, Smartphone Evidence and More
    • What Individual Tax Returns Can Show You (Walkthrough of Sample)
    • Reviewing Bank Statements, Paystubs and Other Key Documents
    • Locating Undisclosed Assets: Tips and Techniques
    • 11/06/2019
    • 7:00 AM - 2:00 PM
    • Webcast

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Medicare-and-Medicaid-Liens-for-Paralegals-Navigating-the-Portal-and-Other-Requirements/Video-Webcast/84383ER_NMNLAET408300000?pt=1

    Program Description

    Your Guide for Handling Medicare and Medicaid Liens

    Do you know the ins and outs of Medicare and Medicaid liens? Can you efficiently make your way through the new Medicare Secondary Payer Recovery Portal? This essential course will guide you through the processes and procedures for Medicare conditional payment recovery, the notification process for CMS and much more! Don't miss this opportunity to enhance your knowledge and play a key role in the process - register today!

    • Explore the most recent changes in conditional payment recovery.
    • Review the recovery process for conditional payments from Medicare.
    • Learn the current process for properly notifying CMS.
    • Discuss how to effectively work through the new Medicare Secondary Payer Recovery Portal.
    • Examine the essentials for establishing Medicare Set-Asides.
    • Evaluate the impact Medicaid can have on the case.

    This is a rebroadcast of the original webcast delivered by Casey Fundarek and Susan V. Mason on February 13, 2019. Faculty will be available to answer your questions after the program.


    Who Should Attend

    This intermediate level course will teach attendees about recent changes concerning Medicare and Medicaid liens. Those who should attend include:

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

    Course Content

    1. Medicare Secondary Payer, Conditional Payments and Set-Asides: Recent Changes
    2. Medicare Conditional Payment Recovery
    3. CMS Notification Process and Communication Tips
    4. Navigating the Medicare Secondary Payer Recovery Portal
    5. Medicare Set-Asides
    6. Understanding How Medicaid Impacts the Case
    7. The Medicaid Secondary Payer Statute and CMS 2390-F - New Requirements
    8. Paralegal Ethics
    • 11/07/2019
    • 1:00 PM - 2:00 PM
    • Audio Webinar

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Accounting-Software-Tips-for-Paralegals-QuickBooks-and-Beyond/Audio-Webinar/84393ER_OHOHPA469300000?st=WA&pt=1

    Program Description

    Incorporate Programs for Greater Efficiency and Accuracy

    Accounting and billing are key aspects of keeping your firm and its daily operations in order. The use of accounting software can make these duties run much more smoothly. This insightful course will guide you through a variety of software systems, along with the features that can enhance your efficiency. Tighten your firm's accounting and billing practices - register today!

    • Review different types of accounting software used in law firms to determine which will work best for your firm.
    • Learn how the time capture feature can be used to make your job easier.
    • Discuss income capture and collections in order to accurately assess and review income of parties involved in the case.

    Who Should Attend

    This basic-to-intermediate level course will help attendees to develop a better understanding of how to effectively utilize accounting software. Those who should attend include:

    • Paralegals
    • Legal Assistants
    • Legal Support Staff

    Course Content

    1. Types of Accounting Software for Law Firms
    2. Time Capture - Keeping Track of Time
    3. Legal Workflow Processing
    4. Billing Needs- Software that Matches the Firm's Needs
    5. Accounts Receivable - Invoices, Fees, Receipts, etc.
    6. Income Capture and Collections
    7. Expense Capture
    8. Payroll Processing
    9. Conflict of Interest Checking, Case Matter Management, and Other Value-Add Features
    • 11/12/2019
    • 8:00 AM - 9:00 AM
    • Audio Webinar

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Organizing-SSDI-Claims-Top-Tips-for-Paralegals/Audio-Webinar/84394ER_ARBPCE418600000?pt=1

    Program Description

    Tips and Tricks to Stay on Top of Claims

    Paralegals play an important role in assisting clients through the Social Security disability claims process. Between the paperwork, medical records, forms, requests and other evidence - it can quickly become overwhelming. This essential course will provide you with techniques to navigate through complex medical and vocational evidence to stay on top of this process. Register today!

    • Develop a plan to stay on top of deadlines for evidence and appeal submissions.
    • Discuss ways to successfully put together the claimant's disability timeline.
    • Learn how to efficiently assemble important personal records.
    • Review methods to determine what information is necessary to support the diagnosis.

    Who Should Attend

    This intermediate level course is designed to give paralegals the knowledge they need to expertly organize the forms, evidence and documentation needed to support SSDI claims. Those who should attend include:

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

    Course Content

    1. Minding Deadlines for Evidence and Appeal Submissions
    2. Watching for Inconsistencies
    3. Constructing the Claimant's Disability Timeline
    4. Gathering Essential Personal Records
    5. Documenting Employment and Salary History
    6. Determining Date Last Insured
    7. Alleged, Contested and Established Onset Date
    8. Medical Records and History: Determining What You Need to Support the Diagnosis and Obtaining Treatment Records
    9. Efficient Handling of Vocational Evidence
    10. Expert Guide to Critical Forms and Case Documentation: SSA-3373-BK, SSA-3368-BK, SSA-3441, and More
    • 11/13/2019
    • 7:00 AM - 2:00 PM
    • Webcast

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Paperless-Office-101-for-Paralegals/Video-Webcast/84389ER_OHOHPAET469300000?pt=1

    Program Description

    Integrate Paperless Processes and Tricks Into Your Daily Tasks 

    Whether your firm is transitioning to paperless or you're looking for pointers on better navigating an already-paperless office, this course is for you! Our knowledgeable faculty will provide you with practical strategies for managing digital conversion, working with electronic documents, handling paperless litigation and more. Streamline tasks and enhance productivity - register today!

    • Going paperless? Know what steps to take and how to overcome common hurdles. 
    • Discover cutting-edge equipment, software and other paperless essentials. 
    • Create effective workflow for scanning and organizing incoming documents. 
    • Find out how to effectively store electronic documents. 
    • Determine how to best deal with hard-copy documents. 
    • Protect office electronic data with security solutions that work for you. 
    • Uncover the latest productivity-enhancing mobile devices, programs and apps. 

    Who Should Attend

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

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

    Course Content

    1. Paperless Process, Procedures and Pointers 
    2. Data Storage, Organization and Management 
    3. What to do With Original, Hard-Copy Documents 
    4. Paperless Litigation, E-Discovery 
    5. Cutting-Edge Mobile Devices, Programs and Apps for Paralegals 
    6. Paralegal Ethics: Emails, Phones and Computers
    • 11/14/2019
    • 11:00 AM - 2:15 PM
    • Audio Webinar

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Real-Estate-Boot-Camp-for-Paralegals/Audio-Webinar/84387ER_OHOHPA408300000?pt=1

    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
    • 11/18/2019
    • 7:00 AM
    • 11/19/2019
    • 5:00 PM
    • WA State Convention Center, 6th Floor, 705 Pike st, Seattle, WA 98101

    REGISTER:  For more information and pricing, go to the website below.

    https://www.seattleestateplanningseminar.com/registration_sales.cfm?fbclid=IwAR3K7J1SDqVbqA3y9SQgSgYMkbJwrogLcWgGxJn1_17czpj0ICsM3SrfWhgDAY 1 – MONDAY, NOVEMBER 18, 2019

    6:45 a.m.

    Registration Opens | Attendance Sheet Sign-in for Selected Professions | Exhibit Hall Open | Coffee and Pastry Service underwritten by The Private Client Reserve of U.S. Bank | Espresso Cart (until 10:30 a.m.) underwritten by Washington Trust Bank/Wealth Management & Advisory Services

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    8:00 a.m. – 8:10 a.m.

    Welcome and Introductions by Seminar Chair

    Ford Clary | U.S. Trust, Bank of America Private Wealth Management | Seattle, WA

    8:10 a.m. – 10:10 a.m.

    Federal Tax Update

    Samuel A. Donaldson | Georgia State University College of Law | Atlanta, GA

    Stay current with this recap of the major cases, rulings, legislation, and regulations from the past year. This session will focus on federal income, estate, and gift tax developments relevant to individuals and small businesses.

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    10:10 a.m. – 10:35 a.m.

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    Break

    10:35 a.m.-11:35 a.m.

    Greasing the Squeaky Wheel: Techniques for Managing Difficult Beneficiaries

    Lauren J. Wolven | Levenfeld Pearlstein, LLC | Chicago, IL
    Arden O’Connor O’Connor Professional Group Boston, MA
    Addiction and mental health issues impact family functionality, happiness and wealth preservation, and research suggests higher incidence of these issues within affluent communities. This presentation will address techniques for working with beneficiaries who face mental health or substance abuse challenges, autism spectrum and other executive functioning disorders.

    11:35 a.m.12:35 p.m.

    Lunch

    12:35 p.m.-2:05 p.m.

    Estate Planning for the Evolving Modern Family: Flexibility and Other Considerations for the 21st Century
    Wendy Goffe Stoel Rives LLP | Seattle, WA
    Kim Kamin | Gresham Partner, LLC | Chicago, IL

    As the traditional nuclear family has changed because of evolving social and legal norms and scientific and technological developments, estate planning advisors must be prepared both for issue spotting and thoughtful problem solving for issues clients face, how existing trusts are interpreted, and how new estate planning instruments can be drafted for sufficient flexibility. This discussion will touch upon a potpourri of issues to consider, including:

    divorce and blended families, unmarried couples, adoption and nonmarital children, supplemental needs planning, assisted reproductive technologies and posthumous reproduction, digital assets . . . and more!

    2:05 p.m.-3:05 p.m.

    What’s Hot in Charitable Giving?

    Lawrence P. Katzenstein | Thompson Coburn LLP| St. Louis, MO

    Mr. Katzenstein's talk will cover a variety of charitable planning tricks and traps, including sprinkling charitable remainder trusts, special issues for gifts of tangible personal property, use of qualified contingencies in charitable remainder trusts and new cases and rulings.

    3:05 p.m.3:30 p.m.

    Break

    3:30 p.m.-4:30 p.m.

    Why Can't My Brother-in-Law Bob be the Executor of My Estate?

    Stuart C. Bear | Chestnut Cambronne PA| Minneapolis, MN

    Often the initial meeting with a client is dominated by concerns over death
    and taxes, while less time is spent considering the selection of a reliable and trustworthy fiduciary. Who should serve as Executor; who should serve as Trustee for any testamentary trust; who should serve as the Attorney-in-Fact under a Financial Power of Attorney; and finally, who should serve as the Health Care Agent under a Health Care Directive? This session will examine the roles and responsibilities of fiduciaries and how to best advise clients about their selection.

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    4:30 p.m.- 5:30 p.m.

    How to Practice Law, Abide by the Rules of Professional Conduct, and Have a Life that Rules
    Louis S. Harrison | Harrison Held Carroll & Wall, LLP| Chicago, IL
    This presentation will consider both the ethical and practical guidelines for lawyers to cope with and manage technology, including the proliferation of email traffic, client time expectations, client communication expectations, management of the practice day to day, how to be thoughtful in client selection, how to be strategic in client dismissals, how to successfully manage the day-to-day practice, how to conduct family meetings, understanding billing practices that work, and understanding demonstrating value to clients.

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    5:30 p.m.

    Adjournment

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    DAY 2 – TUESDAY, NOVEMBER 19, 2019

    7:15 a.m.

    Late Check-In | Attendance Sheet Sign-In for Selected Professions | Exhibit Hall Open | Coffee and Pastry Service | Espresso Cart Service

    8:00 a.m.-8:05 a.m.

    Opening Remarks

    Heather Tomsick | Deloitte Tax LLP | Seattle, WA

    8:05 a.m.- 9:05 a.m.

    Washington Probate and Trust Law Update

    Mark Roberts | K&L Gates LLP | Seattle, WA

    This presentation will survey recent legislative and case law developments affecting trusts and estates professionals under Washington law. In addition to reviewing the substance of these recent developments, we will identify practical lessons and advice that can be applied to our everyday practices.

    9:05 a.m.-10:05 a.m.

    An Introduction to Family Offices for Estate Planners

    M. Read Moore | McDermott Will & Emery LLP| San Francisco, CA
    Stephen P. Magowan 
    |Sunrise Management Services | West Palm Beach, FL
    Did you ever wonder what a family office is or what it does or how you can best interact and serve the needs of your clients with new or established family offices? This presentation by the head of a family office and a lawyer who is an outside general counsel to family offices will explain how family offices come into being, how they typically help families, the tax and regulatory issues they face, and conflict of interest issues that arise both within the office and for lawyers who work with family offices.

    10:05 a.m.-10:30 a.m.

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    Break

    10:30 a.m.-11:30 a.m.

    Putting Life Back into Stale Irrevocable Trusts Through Trust-to-Trust Transfers

    Nancy G. Henderson | Henderson, Caverly & Pum LLP | San Diego, CA

    An irrevocable trust created long ago may not serve a client’s current estate planning objectives. Often the client’s new goals cannot be accomplished through decanting, modification, reformation, or other similar procedures. Nevertheless, the assets in a “stale” trust might be used to facilitate new transfer tax planning involving updated trusts. This session examines the use of trust-to-trust transfer techniques such as loans, guarantees, purchases, consolidations, distributions, joint investments, and preferred partnerships, among others, to access the assets in existing inter-vivos and testamentary irrevocable trusts to assist the client in meeting his or her new estate planning goals.

    11:30 a.m.- 12:30 p.m.

    The 4D Experience - Drafting, Defending and Dividing Trusts in Contemplation of Divorce
    Katarinna McBride | Harrison & Held, LLP | Chicago, IL
    Lora L. Brown | KHBB Law PLLC | Seattle, WA

    This program is designed to help planners understand how trusts are sliced and diced in divorce and the best practices to apply before, during and after the divorce proceedings. This program touches upon the tax implications but also the client management that come with trusts that last forever but marriages that do not.

    12:30 p.m.-1:30 p.m.

    Lunch

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    Breakout Sessions 1:30 p.m.- 2:30 p.m.

    Track One – Electronic Wills: Because Paper is So 20th Century

    Susan N. Gary | University of Oregon School of Law | Eugene, OR

    The Uniform Law Commission has developed an Electronic Wills Act, in part to address a growing wave of state adoptions of e-will statutes. Like it or not, and most of us don't like it, estate planners need to understand how electronic wills may be executed and revoked and whether they will be given effect. This presentation will review the new uniform act and discuss the differences in statutes around the country.

    Track Two – Oregon Update: Legislation, Cases, and Ethics

    Philip N. Jones | Duffy Kekel | Portland, OR

    This presentation will review the year’s developments affecting estate planning in Oregon,including legislation enacted by the 2019 Oregon Legislature, new cases decided by the Oregon appellate courts, and new rulings by the Oregon State Bar involving ethical issues in estate planning settings.

    Track Three – Tax Planning with Nongrantor Trusts

    William Friedman | Perkins Coie LLP | Seattle, WA

    Though often viewed largely as estate planning tools, trusts can also play an important role in income tax planning. Following the passage of the Tax Cuts and Jobs Act of 2017, even those clients who are not currently subject to federal estate tax may be able to take advantage of nongrantor trusts to realize significant tax savings. This presentation will review the requirements for nongrantor trusts and discuss the planning opportunities they present, as well as some of the issues that can arise when implementing a nongrantor trust into a client’s estate and income tax planning.

    Breakout Sessions 2:40 p.m.-3:40 p.m.

    Track One – An Overview of the Uniform Guardianship Act

    Sage Graves | Hickman Menashe, P.S. | Lynwood, WA

    A review of the recently-enacted Uniform Guardianship, Conservatorship, and Other Protective Arrangements Act, which becomes effective on January 1, 2021, and replaces and repeals existing guardianship law in Washington State.

    Track Two – Dirty Deeds and Not So Humble Abodes: Helping Clients Preserve Privacy in Real Estate Transactions
    Steven Schindler | Perkins Coie LLP | Seattle, WA
    Mark McBride | Perkins Coie LLP | Seattle, WA

    Whether motivated by discretion or personal safety, many clients are placing greater importance on the protection of their privacy than other, more traditional estate planning objectives. Helping clients preserve the confidentiality of their acquisition and ownership of real property presents a unique set of estate planning challenges, and there is no one-size- fits-all approach. This presentation will review client motivations, basic property acquisition instruments (LLCs and trusts), and pitfalls in advising and assisting clients striving to keep their real estate holdings confidential.

    Track Three – Working with the Principal and Income Acts in Washington and Oregon
    Christopher P. Cline | Riverview Trust Company | Vancouver, WA
    One of the most important and complex aspects of trust management is navigating the Principal and Income Act of the state in which the trust is administered. Though both are based on the Uniform Act, Washington and Oregon each have unique features that trustees, lawyers and accountants should be aware of. This presentation will review both states' statutes and highlight some planning opportunities they provide.

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    3:40 p.m.-4:00 p.m.

    Break

    Breakout Sessions 4:00 p.m.- 5:00 p.m.

    Track One – Look Both Ways Before Crossing: Warning Signs for Cross-Border Estates
    Akane Suzuki | Garvey, Schubert and Barer, P.C. | Seattle, WA
    Gail E. Mautner | Lane Powell PC | Seattle, WA

    Even if your client's estate will not require tax planning or estate tax administration, if assets or beneficiaries are located across an international border, or if your client is from another country, you will likely have to address issues arising from different situs and choice of law rules, marital property regimes, inheritance expectations and creditor/debtor schemes. This presentation will cover several issues that can be addressed proactively and what may happen when they are not.

    Track Two – How to Run a "Legacy" Business: What Advisors Need to Know

    Tony Ramsey | Jewish Federation of Greater Seattle | Seattle, WA

    The United States is in the middle of the "Golden Age" of philanthropy but the majority ofprofessional advisers do not routinely discuss charitable planning with their clients. That’s amissed opportunity. Helping your clients create a lasting charitable legacy is good for the world and good for your business. This presentation will explain why and teach you how to add value to your practice through charitable planning. You will learn about basic charitable planning tools, leveraging community foundations and philanthropic advisers, and partnering with your clients to achieve their financial and philanthropic goals.

    Track Three – You Be the Judge: Ethical Dilemmas Posed by Current Cases and Ethics Opinions
    Karen Boxx | UW School of Law | Seattle, WA
    This will be an interactive presentation that allows you to test your knowledge of ethics rules. Professor Karen Boxx is a co- reporter for the last and upcoming editions of ACTEC’s Commentaries to the Model Rule of Professional Conduct and updates the Annotations to the Commentaries. She will discuss recent noteworthy disciplinary cases and ethics opinions from around the country that are of particular interest to trust and estate lawyers.

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    5:00 p.m.

    Adjournment

    • 11/18/2019
    • 11:00 AM - 12:00 PM
    • Audio Webinar

    REGISTRATION: https://ipe.nbi-sems.com/ProductDetails/Effective-Calendaring-Docketing-and-File-Tickling-System-Tips-for-Paralegals-Maximizing-the-Use-of-Microsoft-Outlook/Audio-Webinar/84384ER_NMNLA408300000?st=WA&pt=1Program Description

    Effective Ways to Get and Stay Organized

    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
    • 11/20/2019
    • 8:00 AM - 3:00 PM
    • Webcast

    REGISGTER: https://ipe.nbi-sems.com/ProductDetails/Medical-Records-Top-Paralegal-Pitfalls-and-Challenges/Video-Webcast/84399ER_ININPARET408400000?st=WA&pt=1

    Program Description

    Difficult Medical Providers, Organization Frustrations, HIPAA Pitfalls and More

    Medical records are a treasure trove of invaluable information. Do you have the skills it takes to uncover essential evidence that will make you worth your weight in gold? Moreover, can you avoid the innumerable errors that can cost your attorney time, money and client goodwill? This insightful course will provide you with tools you need to overcome challenges faced with obtaining, organizing, reviewing and summarizing these records. It will also illuminate critical pitfalls every paralegal must avoid. Find and analyze medical records with confidence - register today!

    • Learn how to handle key difficulties in obtaining medical records.
    • Calm the chaos by putting a logical medical record organization system in place.
    • Avoid common mistakes while reviewing and summarizing records.
    • Understand HIPAA and how potential pitfalls may arise in your everyday responsibilities.
    • Tame the additional challenges electronic medical records bring about.
    • Avoid inadvertent ethical slip-ups that can cause trouble for your attorney and your firm.

    Who Should Attend

    This intermediate level course is designed to give paralegals the knowledge they need to efficiently recognize and overcome mistakes and challenges while working with medical records. Those who should attend include:

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

    Course Content

    1. Overcoming Challenges in Obtaining Medical Records
    2. Unorganized Medical Records - Getting a System in Place
    3. Common Errors in Interpreting and Reviewing Records
    4. HIPAA Pitfalls in Your Day-to-Day Duties
    5. Electronic Medical/Health Record Problems
    6. Ethical Considerations for Paralegals
    • 11/21/2019
    • 11:00 AM - 1:15 PM
    • Webcast

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Dealing-With-Difficult-Clients-Ethical-Considerations-for-Paralegals/Video-Webcast/84398ER_FLFLRPAET429400000?st=WA&pt=1

    Program Description

    Tactfully Handle Lies, Requests for Legal Advice, Upset Clients and Other Stressful Scenarios

    As a paralegal, you spend plenty of time interacting with clients. Sooner or later, you're bound to get stuck with a difficult client - and even the good ones can bring up some uncomfortable conversations. Learning how to tactfully deal with problematic clients and situations is crucial to maintaining your professionalism and avoiding legal ethics issues. Are your people skills spot on? This program will teach you how to diplomatically and ethically address challenging clients and situations. From lies to unreasonable requests to needy clients and communication barriers, gain the practical tips you need to avoid conflict, enhance client satisfaction and keep your ethics record clean. Register today!

    • Find out how to proceed when you catch a client in a lie.
    • Uncover creative ways to handle difficult clients - from know-it-alls to absentee to angry or inappropriate clients.
    • Learn how to fulfill your duties to clients regardless of mental health issues, language or cultural barriers.
    • Discover how to avoid complaints and deal with upset clients.

    Who Should Attend

    This intermediate level course is designed to give paralegals the knowledge they need to ethically handle difficult clients and uncomfortable scenarios. Those who should attend include:

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

    Course Content

    1. Handling Clients Who Lie or Make Unreasonable Requests
    2. Communicating with Difficult Clients - Tactfully and Ethically
    3. Dealing with Mental Health Issues and Language Barriers
    4. Billing, Communications and More: Avoiding & Handling Common Client Complaints
    5. Avoiding and Walking Away From Difficult Clients
    • 12/05/2019
    • 7:00 AM - 2:00 PM
    • Webcast

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Paralegal-s-Guide-to-Family-Law/Video-Webcast/84390ER_ARBPCE439000000?st=WA&pt=1

    Program Description

    Pleadings, Discovery Requests, Motions, Financial Document Analyses, Custody, Support and More

    This informative, start-to-finish program is designed for paralegals handling family law cases. Walk through the process of a domestic case from opening to its close, gain how-to's and tips for completing the common forms, and handle all of the discovery and preparatory work in between. Don't miss this chance to gain time-tested techniques for simplifying procedures and tackling common challenges along the way. Register today!

    • Analyze sample tax returns, bank statements, pension/retirement plans, paystubs and more.
    • Receive real-world techniques on improving case and office organization.
    • Gain tips and tools for calculating time-sharing and completing child custody worksheets.
    • Become a power user of the child support worksheet with hints from experienced faculty.
    • Find out how to better prepare for and assist at family law hearings and trial.
    • Obtain sample intake forms, checklists, discovery requests, family law agreements and more.
    • Learn how to effectively handle the emotional side of family law and deal with deceptive clients.

    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. Case Initiation, Motions and Discovery Tools
    2. Analyzing Financial Information: Review of Sample Documents
    3. Handling Custody Issues
    4. Child and Spousal Support Calculation Issues
    5. Preparing for Hearings and Trial
    6. Case and Office Management for the Family Law Paralegal: Tips and Tricks
    7. Ethics and UPL
    • 12/10/2019
    • 10:00 AM - 1:15 PM
    • Audio Webinar

    REGISTER:https://ipe.nbi-sems.com/ProductDetails/Document-Retention-and-Data-Security-What-Paralegals-Need-to-Know/Audio-Webinar/84397ER_MTMPA469300000?st=WA&pt=1

    Program Description

    Safeguard Sensitive Information in Your Firm

    Given the heightened focus on protecting information, it is imperative that everything is done to ensure all data is properly secured. This insightful course will take you through how paralegals can help to make sure documents and records are properly and safely stored. Make sure critical information is sufficiently protected - register today!

    • Ensure compliance by reviewing legislative and regulatory requirements for document retention and data security.
    • Determine the ownership of documents in order to establish the proper chain of command.
    • Gain valuable tips for records retention so that you can adequately store documents and data in your possession.
    • Learn about data security to make sure that all information in the firm is protected from hacks, breaches and crashes.

    Who Should Attend

    This intermediate level course will teach attendees how to effectively handle the retention and security 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, Chain of Command
    3. Records Retention: Practical Tips for Paralegals
    4. Data Security: What Every Paralegal Needs to Know and Do
    • 12/11/2019
    • 7:00 AM - 2:00 PM
    • Webcast

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Gathering-Electronic-Evidence-An-Advanced-Guide-for-Paralegals/Video-Webcast/84400ER_OHOHPAET408400000?st=WA&pt=1

    Program Description

    Uncover Creative New Approaches to Preservation, Collection, Review and Management

    Handling electronic evidence in discovery is challenging. New data sources, uncooperative parties, preservation pitfalls and the sheer volume of electronic data can present major problems and make the process grind to a halt. Are you making the most of the resources available to you? Do you know the best strategies for overcoming common e-discovery snags? In this program, seasoned faculty will provide you with tools and techniques to avoid issues and quickly get the information you need. Enhance your e-discovery skills - register today!

    • Create efficient, effective and legally-defensible litigation holds.
    • Learn how to draft better discovery requests and motions for electronic evidence.
    • Find out how to successfully get records from Facebook, Twitter and other social media companies.
    • Uncover more efficient ways of reviewing and combing through massive amounts of data.
    • Hear how to recover “lost” data and work effectively with forensic experts.
    • Gain a stronger understanding of metadata and how to safeguard the authenticity of electronic files.

    Who Should Attend

    This advanced-level course is designed to give paralegals the knowledge and tools they need to effectively maneuver through e-discovery issues. Those who should attend include:

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

    Course Content

    1. Top Discovery Strategies to Get the Information Your Firm Needs
    2. Overcoming Difficulties in Acquiring All Social Media Evidence
    3. Critically Examining Electronic Evidence Provided - The Paralegal's Role
    4. Working with Forensic Experts Concerning Computer Imaging and Examination
    5. Preservation Challenges and Spoliation Pitfalls to Avoid
    6. Effectively Organizing Documents, Creating Chronologies and Privilege Logs
    7. Paralegal Ethics for Electronic Evidence
    • 12/12/2019
    • 11:00 AM - 2:15 PM
    • Audio Webinar

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/What-Paralegals-Need-to-Know-About-Business-Contracts/Audio-Webinar/84388ER_TXTXPARCIVIL398700000?st=WA&pt=1

    Program Description

    Contract Knowledge to Enhance Your Skillset

    Whether you are looking for a practical primer or new approaches to contract drafting, this course is for you! This insightful course will go through contract law essentials and then build upon that foundation to walk you through effective reviewing and drafting techniques. Learn how to avoid problematic practices that lead to ambiguous and risky contracts. Be a knowledgeable resource for your firm and take your drafting skills to the next level - register today!

    • Understand key contract terminology and definitions of essential legal elements.
    • Build your contract drafting skills with practical checklists and sample language that you can reference later.
    • Learn how to effectively review and maintain contracts.
    • Refine your writing: discover what you might be doing wrong and examine how to draft clear and error-free contracts.

    Who Should Attend

    This intermediate level course is designed to give attendees the knowledge they need to effectively draft and assist in the negotiation of business contracts. Those who should attend include:

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

    Course Content

    1. Walking Through Key Business Contracts (with Checklists and Samples)
    2. Drafting General Provisions (with Checklists and Samples)
    3. Reviewing/Maintaining Contracts - Best Practices and Tips
    4. Language Landmines, Problematic Words, Phrases and Other Issues
    • 12/17/2019
    • 7:00 AM - 2:00 PM
    • Webcast

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

    Program Description

    A Comprehensive Look at Trial Notebooks and Exhibits

    Do you have all the tools necessary to assemble effective trial notebooks and exhibits? This course will arm you with the skills necessary to prepare and organize trial notebooks and exhibits. Identify best practices, make the most of software solutions and avoid mistakes that will have attorneys scrambling. Take your trial notebook and exhibit preparation and organization to the next level - register today!

    • Review powerful trial notebook samples and learn top preparation and organization tips.
    • Uncover the tips and tactics used for developing effective electronic trial notebooks.
    • Understand some of the top trial notebook oversights paralegals make and learn how to avoid them.
    • Navigate the evidentiary minefield when compiling exhibits.
    • Explore key strategies for presenting trial exhibits using PowerPoint.

    Who Should Attend

    This intermediate level course is designed to teach attendees how to prepare an effective trial notebooks and exhibits. Those who should attend include:

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

    Course Content

    1. Preparing and Organizing a Winning Trial Notebook (with/Sample)
    2. Electronic Trial Notebooks
    3. Trial Notebook Mistakes Paralegals Need to Avoid
    4. Exhibit Authentication; Ensuring Compliance with Evidentiary Rules and Avoiding Pitfalls
    5. Trial Exhibits: Preparing, Organizing, Maximizing Effectiveness
    6. Presenting Trial Exhibits with PowerPoint and Other Software: Paralegal Tips
    7. Paralegal Ethics
    • 12/18/2019
    • 8:00 AM - 3:00 PM
    • Webcast

    REGISTER: https://ipe.nbi-sems.com/ProductDetails/Estate-Administration-Accounting-and-Distribution-for-Paralegals/Video-Webcast/84392ER_MTMPAET418600000?st=WA&pt=1

    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.

    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
    • 12/19/2019
    • 11:00 AM - 12:00 PM
    • Audio Webinar

    REGISTER:https://ipe.nbi-sems.com/ProductDetails/The-Paralegal-s-Guide-to-Locating-Persons-and-Finding-Background-Information/Audio-Webinar/84385ER_FLFLRPA468500000?st=WA&pt=1

    Program Description

    Learn Efficient Ways to Find the People and Information You Need

    The worst-case scenario in any case is being surprised by information you don't know. When so much information about individuals and companies is available online, there is no excuse for being unprepared or uninformed. Discover how to efficiently and cost-effectively conduct your due diligence using internet research tools. Register today!

    • Discover what you can find, where to look and how to request it. 
    • Cut down on the trial and error - learn how to quickly and efficiently find the information you're looking for. 
    • Navigate an array of helpful website resources, including ones many paralegals don't know about. 

    Who Should Attend

    This intermediate level course will allow attendees to use web resources to track down accurate information. Those who should attend include:

    • Paralegals 
    • Legal Assistants 
    • Legal Support Staff 

    Course Content

    1. Publicly Available Info - What You Can Find, Where to Look, How to Get it 
    2. Phone Numbers and Addresses of Missing People 
    3. What About Bankruptcies 
    4. Employment 
    5. Neighbors, Relatives and Associates 
    6. Social Media 
    7. Attorneys, Judges and Experts 
    8. Mailing List Postings, Blogs, Etc. 
    9. Search Tools Many Paralegals Don't Know (But Should) 
    10. List of Website Resources

Past events

10/21/2019 What Paralegals Need to Know about Wills and Trusts
10/17/2019 Ethical Implications of Technology: A Paralegal's Guide
10/16/2019 Handling the Divorce Case from Start to Finish: A Paralegal's Guide
10/09/2019 Title Law for Paralegals
09/26/2019 Auto Injury Claims From Start to Finish
09/25/2019 How Paralegals Handle the Everyday Ethics of Email
09/24/2019 Bankruptcy Rules and Forms 101 for Paralegals
09/19/2019 Case Management 101 for Family Law Paralegals
09/18/2019 Employment Law: What Paralegals Need to Know
09/17/2019 Top 6 Trial Mistakes Paralegals Make
09/13/2019 The Paralegal's Guide to Adobe Acrobat
09/12/2019 A Paralegal's Guide to Corporate Governance
09/10/2019 Advanced Real Estate for Paralegals
08/29/2019 Legal Writing for Paralegals: Common Mistakes to Avoid
08/28/2019 Preparing for Trial: What Paralegals Need to Know
08/24/2019 SPS Chapter Networking Meeting
08/22/2019 The Paralegal's Guide to Construction Contracts
08/21/2019 Business Contracts: A Paralegal's Ultimate Guide
08/17/2019 South Puget Sound Chapter Meeting
08/15/2019 The Paralegal's Guide to Personal Injury Damages
08/13/2019 Getting and Staying Organized: Creating "best practices" for Paralegals
08/06/2019 Social Security disability Evidence: A Paralegal's Guide
08/05/2019 Discovery Responses and Document Production:
07/31/2019 Paralegal Ethics: Avoiding Administrative Errors
07/30/2019 The New Tax Law for Paralegals" LLCs, C-Corps, S-Corps, Partnerships ++
07/25/2019 Medical Record Analysis for Paralegals: Chronoligies, Summaries, Expense Itemizations
07/24/2019 Litigation for Paralegals: Top Challenges to Overcome
07/18/2019 Advanced Family Law for Paralegals
07/17/2019 Collecting Judgments and Discovering Assets for Paralegals
07/11/2019 Top Mistakes in Estate Administration Accounting and Distribution
07/10/2019 Federal Court: What Paralegals Need to Know
06/27/2019 WSPA Annual Members Meeting
06/26/2019 The Paralegal's Guide to Law Office Management
06/24/2019 Complex Social Security Law Issues: The Paralegal's Guide
06/20/2019 Unauthorized Practice of Law, Confidentiality and More:
06/19/2019 A Paralegal's Guide to Pleadings, Motions, Discovery Requests, etc
06/14/2019 A Paralegal's Guide to Tax Exempt Organizations: Planning and Forms
06/11/2019 Social Media, Smartphone and Email Evidence: Mistakes Paralegals Should Avoid
06/06/2019 Divorce cases from Start to Finish for Paralegals
06/06/2019 Trust and Estate Administration for Paralegals
06/05/2019 The Paralegal's Guide to Medicare Set-Asides and Conditional Payment
06/01/2019 S. Puget Sound Chapter Meeting & Professional Development Seminar
05/23/2019 Ethics and Legal Practice: The Paralegal's Role
05/22/2019 A Paralegal's Guide to Discovery in Divorce
05/21/2019 Document Production and Review in Discovery: What Paralegals Need to Know
05/15/2019 Auto Injury Litigation Boot Camp for Paralegals
05/14/2019 A Paralegal's Guide to Deadlines and Calendaring
05/10/2019 Case Management for Paralegals: Managing Documents, Files,
05/09/2019 Advanced Medical Records for Paralegals
05/04/2019 Certification-Licensure Workshop
05/02/2019 Spokane Chapter Open House
05/02/2019 Case Law Research for Paralegals
04/30/2019 Trial Preparation From Start to Finish for Paralegals
04/26/2019 The Paralegal's Guide for Ethical Use of Social Media
04/17/2019 Personal Injury 101: What Paralegal's Need to Know!
04/15/2019 Corporate Governance: What Paralegals Need to Know
04/11/2019 The Paralegal's Guide to Probate
04/10/2019 Workers' Compensation: What Paralegals Need to Know
04/09/2019 The Real Estate Paralegal's Guide to Due Diligence
04/03/2019 A Paralegal's Guide to Researching and Investigating
03/29/2019 Paralegal Career Night
03/27/2019 Trial Notebooks & Exhibits for Paralegals
03/26/2019 Becoming a Power User of MS Word and Excel: A Paralegal's Guide
03/20/2019 A Paralegal's Guide to Commercial Lending and Financing
03/19/2019 Family Law for Paralegals
03/14/2019 Organizing Discovery Documents: A Checklist for Paralegals
03/13/2019 Paralegal Ethics: Handing Uncomfortable Situations
03/11/2019 Estate Accounting Basics for Paralegals
03/06/2019 Advanced Auto Injury Claims for Paralegals
02/28/2019 The Paralegal's Guide to Locating Persons and Finding Background Information
02/27/2019 Paralegal's Guide to Divorce
02/21/2019 Medical Records Made Easy for Paralegals
02/19/2019 The Corporate Paralegals Guide to Drafting, Recordkeeping and More
02/13/2019 Medicare and Medicaid Liens for Paralegals: Navigating the Portal and Other Requirements
02/11/2019 Ethic of Email for Paralegals
02/06/2019 The Paralegal's Guide to Estate Planning
02/05/2019 The Paralegals' Guide to Client Intake and Evaluation
02/02/2019 Networking & Wine Social
01/31/2019 Overview of Mergers and Acquisitions or Paralegals
01/31/2019 Paperless Office 101 for Paralegals
01/29/2019 Federal Court Fundamentals for Paralegals
01/23/2019 Estate Administration Accounting and Distribution for Paralegals
01/22/2019 Effective Calendaring, Docketing, and File Tickling System Tips for Paralegals
01/18/2019 Drafting Policies and Procedures for Employee Handbooks" The Paralegal's Guide
01/17/2019 Surveys, Plats, Legal Descriptions and Title Insurance: A Paralegal's Guide
01/15/2019 The Paralegal's Guide to Obtaining Evidence from Electronic Devices
12/19/2018 Organizing SSDI Claims for Paralegals
12/19/2018 Litigation Boot Camp for Paralegals
12/18/2018 Paralegal's Guide to Medical Records and Working with Medical Experts
12/13/2018 Paralegal Ethics: Avoiding Administrative Errors
12/12/2018 Auto Injury Claims from Start to Finish for Paralegals
12/11/2018 A Paralegal's Guide to LLCs vs. Partnerships vs. Corporations
12/07/2018 Advanced Medical Records for Paralegals
12/06/2018 Types of Trusts and Their Differences: A Paralegal's Guide
12/05/2018 Social Media, Smartphone and Email Evidence: A Paralegal's Guide
12/04/2018 The Top 5 Organization Secrets of Highly Effective Paralegals
11/30/2018 The Probate Process from Start to Finish
11/29/2018 Using Adobe Acrobat Professional Effectively: A Guide for Paralegals
11/15/2018 What Paralegals Need to know About Business Contracts
11/14/2018 Bankruptcy Made Simple: A Paralegal's Guide
11/14/2018 Wills and Trusts for Paralegals
11/13/2018 Investigative Techniques for Paralegals
11/12/2018 Annual Estate Planning Seminar
11/12/2018 Construction Law 101 for Paralegals
11/06/2018 Discovery Responses & Document Production: A Paralegal's Ultimate Goal
11/01/2018 The Paralegal's Guide to Receiving and Reviewing Discovery
11/01/2018 The Paralegal's Guide to Settlements
10/25/2018 Getting and Staying Organized: Creating "Best Practices" for Paralegals
10/25/2018 2018 NFPA Convention
10/23/2018 Document Management Pitfalls for Litigation Paralegals
10/17/2018 Medical Chronologies, Summaries and Expense Itemizations for Paralegals
10/11/2018 Advanced Family Law for Paralegals
10/08/2018 A Paralegal's Auto Injury Trial Checklist
10/03/2018 A Paralegal's guide to Drafting Deeds
09/27/2018 Strategies for the Personal Injury Paralegal: Plaintiff and Defense Person
09/26/2018 The Corporate Paralegal from A to Z
09/25/2018 Ethics and Legal Practice: The Paralegal's Role
09/20/2018 Discovery Responses and Objections: What Paralegals Need to Know
09/13/2018 The Paralegal's Guide to Record Retention and Destruction: To Shredor Not to Shred?
08/30/2018 Personal Injury Case Management: The Ultimate Guide for Paralegals
08/30/2018 HIPAA Compliance for Paralegals" Obtaining and Maintaining Records
08/29/2018 Probate: What Paralegals Need to Know
08/22/2018 LLC Formation: What Paralegals Need to Know
08/15/2018 The Paralegal's Guide to Law Office Management
08/14/2018 Discovery in Divorce for Paralegals
08/09/2018 A Paralegal's Guide to Pleadings, Motions, Discovery Requests and Briefs
08/08/2018 Uniform Commercial Code (UCC) Filings for Paralegals
07/31/2018 Avoiding Common Errors and Pitfalls in Legal Writing: A Paralegal's Guide
07/30/2018 Trusts 101 - Seattle
07/27/2018 Federal Court 101 for Paralegals
07/26/2018 Workers' Compensation case Management for Paralegals
07/26/2018 Workers' Compensation Case Management for Paralegals
07/25/2018 Trusts 101 - Olympia
07/25/2018 Real Estate for Paralegals: The Ultimate Guide
07/25/2018 Real Estate for Paralegals: The Ultimate Guide
07/20/2018 Case Management for Paralegals: Managing Documents, Files, Calendars and Tasks
07/18/2018 Social Security Disability from start to Finish for Paralegals
07/18/2018 Social Security Disability from Start to Finish for Paralegals
07/12/2018 The Paralegal's Guide to Obtaining Evidence from Electronid Devices
07/12/2018 The Paralegal's Guide to Obtaining Evidence from Electronic Devices
07/11/2018 New Bankruptcy Forms and Rules: A Walkthrough for Paralegals
06/30/2018 Professional Development, Diversity Leadership and Networking Event
06/30/2018 WSPA Annual Member Meeting and Networking Social
06/27/2018 A Litigation Paralegal's Guide to Case Management
06/27/2018 Trial Preparation From Start to Finish for Paralegals
06/27/2018 Trial Preparation From Start to Finish for Paralegals
06/21/2018 Advanced Auto Injury Claims for Paralegals
06/19/2018 Employment Discrimination Litigation for Paralegals
06/19/2018 Employment Discrimination Litigation for Paralegals
06/14/2018 Legal Citations and the Bluebook: A Paralegal's Guide
06/13/2018 Top Mistakes in Estate Administration Account and Distribution: A Paralegal's Guide
06/06/2018 Case Management for Paralegals: Managing Documents, Files, Calendars & Tasks
06/05/2018 Mergers and Acquisitions for Paralegals
05/31/2018 A Paralegal's Guide to Researching and Investigating
05/26/2018 Corporate Law and Notary Public Laws- SPS Chapter Meeting
05/24/2018 Becoming a Power User of MS Word and Excel: A Paralegal's Guide
05/16/2018 Medicare and Medicaid Liens for Paralegals: Navigatin the Portal
05/15/2018 Trust Administration: A Paralegal's Guide
05/10/2018 Accounting 101 for Paralegals
05/02/2018 A Paralegal's Guide to Divorce Cases
04/30/2018 Articles of Incorporation and Bylaws for Nonprofits: A Paralegal's Guide
04/28/2018 LLLT- Practice Area and Ethics - SPS Chapter Meeting & CLE
04/26/2018 Paralegal Ethics: Handling Uncomfortable Situations
04/24/2018 Real Estate Closing Challenges for Paralegals
04/23/2018 Collection Law for Paralegals
04/21/2018 WSPA Board Meeting
04/21/2018 Paralegal Career Luncheon
04/18/2018 Trial Notebooks & Exhibits for Paralegals
04/11/2018 A Paralegal's guide to Deadlines and Calendaring
04/10/2018 Family Law Case Management for Paralegals
04/05/2018 Medical Records Made Easy for Paralegals
03/31/2018 Bankruptcy and Collections- SPS Chapter Meeting & CLE
03/29/2018 Social Media Evidence: A Paralegal's Guide
03/28/2018 Paralegal Ethics: Avoiding Administrative Errors
03/22/2018 A Paralegal's Asset-Based Guide to Probate
03/19/2018 Federal Court: What Paralegals Need to Know
03/17/2018 WSPA Board Meeting
03/13/2018 The Paralegals Guide to Locating Persons and Finding Background Info
03/13/2018 Paperless Office 101 for Paralegals
03/08/2018 The Corporate Paralegal: Overcoming Top Challenges
03/07/2018 Title Law Boot Camp for Paralegals
02/28/2018 Discovery Responses & Document Production: A Paralegal's Ultimate Guide
02/24/2018 South Sound Social Event
02/22/2018 Ethics of Email for Paralegals
02/21/2018 Land Surveys and Legal Descriptions for Paralegals
02/20/2018 Litigation Document Management for Paralegals
02/15/2018 Paralegal's Guide to Liens and Subrogation in Personal Injury
02/14/2018 The Paralegal's Guide to Police Liability Cases
02/08/2018 Top Mistakes Paralegals Make in Estate Planning
02/02/2018 The Top 5 Organization Secrets of Highly Effective Paralegals
01/30/2018 Medicaid:A Paralegal's Guide to Qualifying Clients
01/30/2018 Auto Injury Claims From Start to Finish for Paralegals
01/29/2018 Organizing and Reviewing Medical Records for Paralegals
01/25/2018 LLCs From Start to Finish for Paralegals
01/22/2018 The Paralegal's Guide to Organizing Discovery Documents
01/18/2018 The Divorce Paralegal's Guide to Social Media, Smartphone and Text
01/17/2018 Estate Administration Accounting and Distribution for Paralegals
01/16/2018 Trial Preparation Boot Camp for Paralegals
12/21/2017 Medicare Set-Asides and Conditional Payments in Injury Settlements
12/21/2017 The Probate Process from Start to Finish
12/19/2017 The Probate Process from Start to Finish
12/19/2017 Litigation Boot Camp for Paralegals
12/18/2017 Legal Writing for Paralegals: Common Mistakes to Avoid
12/18/2017 The Probate Process From Start to Finish
12/15/2017 LLC Operating Agreements: What Paralegals Need to Know
12/12/2017 A Paralegal's Guide to Subpoenaing Social Media and Phone Records
12/07/2017 Advanced Medical Records for Paralegals
11/30/2017 Advanced Probate Administration for Paralegals
11/16/2017 A Paralegal's Guide to Corporate Governance
11/15/2017 Family Law for Paralegals
11/14/2017 Effective Calendaring, Docketing and File Tickling System Tips for Paralegals
11/09/2017 62nd Annual Estate Planning Seminar
11/09/2017 A Paralegal's Guide to Intellectual Property
11/08/2017 Office and Administrative Skills for Paralegals
11/07/2017 Real Estate Boot Camp for Paralegals
10/31/2017 Paralegal Skills: Discovery Requests and Responses
10/27/2017 The Probate Process from Start to Finish for Paralegals - Seattle
10/19/2017 To Shred or Not toShred? Record Destruction Policies for Paralegals
10/18/2017 Paralegal's Essential Guide to Wills and Trusts
10/12/2017 A Paralegal's Guide to Nonprofits
10/10/2017 A Paralegal's Guide to Pleadings, Motions, Discovery Requests, etc
10/06/2017 Medical Chronologies, Summaries and Expense Itemizations for Paralegals
10/04/2017 Discovery in Divorce for Paralegals
09/29/2017 The Paralegal's Guide to Law Office Management
09/28/2017 Federal Court Trial Preparation for Paralegals
09/26/2017 Dealing with the "Rambo" Litigator: Paralegal tips
09/21/2017 Workers' Compensation Hearing?Trial Preparation for Paralegals
09/20/2017 Social Security Disability Boot Camp for Paralegals
09/13/2017 Social Media, Smartphone and Email Evidence: A Paralegal's Guide
09/12/2017 Paralegal's Guide to Legal Research and Citation Management
09/08/2017 Medicare and Medicaid Liens: The New Portal and New Requirements
08/30/2017 Managing the Discovery Process: A Paralegal's Guide
08/29/2017 Smartphone Apps and Tricks for Paralegals
08/27/2017 WSPA Days of Summer - South Puget Sound Chapter Networking event
08/24/2017 Corporate Minute Books: A How-to Guide for Paralegals
08/23/2017 Construction Law 101 for Paralegals
08/22/2017 The Paralegal's Guide to Probate
08/17/2017 A Paralegal's Guide to Divorce Cases
08/08/2017 Case Management for Paralegals: Managing Documents, Files, etc.
08/02/2017 Medical Records Made Easy for Paralegals
07/30/2017 South Sound Chapter Paralegal Alumni Networking Event
07/27/2017 Forensic Accounting for Paralegals
07/26/2017 Paralegal Ethics: Avoiding Administrative Errors
07/25/2017 The Paralegal's Guide to the Ultimate Trial Notebook
07/20/2017 Electronic Document and Case Management for Paralegals
07/19/2017 A Paralegal's Guide to Depositions
07/13/2017 The Paralegal's Guide to Estate Assets
07/12/2017 Advanced Auto Injury Claims for Paralegals
07/11/2017 Advanced Skip Tracing and Cyber Tracking for Paralegals
06/28/2017 Trial Preparation from Start to Finish for Paralegals
06/28/2017 Family Law Case Management for Paralegals
06/27/2017 Medical Records: Top Paralegal Pitfalls and Challenges
06/23/2017 How to Get Your Social Media, Email and Text Evidence Admitted ++
06/22/2017 Real Estate Closings for Paralegals
06/21/2017 How to Make Yourself More Valuable to Your Firm: Insights from an Expert
06/21/2017 How to Get Your Social Media, Email and Text Evidence Admitted
06/20/2017 Top Paralegals Mistakes at Trial
06/15/2017 LLC Formation for Paralegals
06/08/2017 Legal Citations and The Bluebook: A Paralegal's Guide
06/07/2017 Trial Preparation From Start to Finish for Paralegals
06/02/2017 WSPA Spring CLE and Annual Member Meeting
05/30/2017 Trusts: The Ultimate Guide for P aralegals
05/23/2017 Paperless Office 101 for Paralegals
05/22/2017 Trusts 101
05/18/2017 Paralegal's Guide to Land Surveys, Plats and Legal Descriptions
05/18/2017 Discovery Responses and Document Production: A Paralegal's Ultimate Guide
05/17/2017 Juror Research, Voie Dire and Jury Selection: A Paralegal's Guide
05/16/2017 Ethics of Email for Paralegals
05/10/2017 Discovery in Federal Court for Paralegals
05/03/2017 Corporate Law Boot Camp for Paralegals
04/27/2017 The Paralegal's Guide to Workers' Compensation Cases
04/26/2017 Estate Administration Accounting and Distribution for Paralegals
04/20/2017 Litigation Document Management for Paralegals
04/19/2017 A Paralegal's Guide to Deadlines and Calendaring
04/18/2017 The Paralegal's Guide to Organizing Discovery Documents
04/10/2017 The Divorce Paralegal's Guide to Social Media, Smartphone and Text Evidence
04/06/2017 Investigative Techniques for Paralegals
03/30/2017 Paralegal's Guide to Liens and Subrogation in Personal Injury
03/23/2017 Types of Trusts and Their Differences: A Paralegal's Guide
03/20/2017 Drafting Effective Wills and Trusts
03/15/2017 Social Security Desability Evidence: A Paralegal's Guide
03/15/2017 Paralegal's Guide to Leveraging MS Word and Excel
03/14/2017 M&A Closing Checklists and Documentation for Paralegals (with Samples)
03/13/2017 Advanced Medical Chronologies for Paralegals
03/07/2017 Trial Preparation Boot Camp for Paralegals
02/28/2017 Public Records Requests for Paralegals
02/28/2017 A Paralegal's Guide to Corporate Governance
02/27/2017 Paralegal's Guide to Subpoenas
02/23/2017 A Paralegal's Guide to Federal Court
02/21/2017 A Paralegal's Guide to Drafting Deeds
02/16/2017 Discovery in Divorce - The Ultimate Guide for Paralegals
02/08/2017 A Paralegal's Guide to Pleadings, Motions, Discovery Requests and Briefs
02/07/2017 A Paralegal's Guide to Motion Drafting
01/31/2017 Personal Injury Case Management for Paralegals
01/26/2017 Eastside Chapter Meeting – January 26, 2017
01/26/2017 A Paralegal's Guide to Title Law
01/25/2017 Paralegal Skills: Finding Debtors and Their Assets
01/19/2017 The Top 5 Organization Secrets of Highly Effective Paralegals
01/19/2017 Social Media Evidence: A Paralegal's Guide
01/18/2017 Auto Injury Claims from Start to Finish for Paralegals
01/17/2017 Relocation Cases for the Family Law Paralegal
01/12/2017 Estate and Trust Accounting for Paralegals
12/20/2016 Commercial Real Estate Due Diligence for Paralegals
12/16/2016 The Paralegal's Role at Trial (or How to Second Chair a Trial)
12/15/2016 How to Get Your Social Media, Smartphone and Text Evidence Admitted (and Keep Theirs Out)
12/14/2016 Advanced Family Law for Paralegals
12/08/2016 Discovery Under the New FRCP for Paralegals
12/07/2016 Maximizing Power-Point and PDF Software: A Paralegal's GUide
12/06/2016 2017 Tax Update for Estate Planning Paralegals
12/02/2016 Unleashing the Power of Microsoft Office and Adobe for Lawyers
12/02/2016 Corporate Recordkeeping and Maintenance: A Paralegal's Guide
12/01/2016 Medical Records Made Easy for Paralegals
11/30/2016 The Paralegal's Guide to Estate Planning
11/29/2016 The Paralegal's Guide to Receiving and Reviewing Discovery
11/21/2016 The Paralegal's Guide to Locating Persons and Finding Background Information
11/18/2016 Paralegal Ethics: Avoiding Administrative Errors
11/16/2016 Litigation Case Management: Best Practices for Paralegals
11/11/2016 Medicaid and VA Benefits: The Complete Guide for Paralegals
11/09/2016 New Bankruptcy Proof of Claim Forms, Reaffirmation Agreement Forms and More: A Paralegal's Guide
11/07/2016 61st Annual Estate Planning Seminar
11/03/2016 Discovery in Personald Injury Litigation: A Paralegal's Guide
10/28/2016 Trademark Law for Paralegals
10/26/2016 Divorce Cases from Start to Finish for Paralegals
10/26/2016 Discovery and Evidence: A Paralegal's Guide
10/22/2016 YOU'RE INVITED! WSPA's 40th Anniversary Celebration is Saturday, October 22, 2016
10/20/2016 Due Diligence in M&A Transactions: A Paralegal's Guide
10/20/2016 Litigation and the New Federal Rules: What Every Paralegal Should Know
10/14/2016 Client Management for Paralegals
10/13/2016 Effective Calendaring, Docketing and File Tickling System Tips for Paralegals: Maximizing the Use of Microsoft Outlook
10/13/2016 A Paralegal's Guide to Boundary Issues and Easements
10/07/2016 Making Your Case: Effective and Efficient Tools for Legal Staff and New Attorneys
09/30/2016 A Paralegal's Guide to Divorce Cases
09/29/2016 A Paralegal's Asset-Based Guide to Probate
09/28/2016 Tech Tools, Tips and Tricks for Paralegals
09/22/2016 Trial Notebooks and Exhibits: A Paralegal's Ultimate Guide
09/21/2016 Paralegals' GUide to the FDCPA: Debt Collection Compliance and Claims
09/14/2016 New ICD-10 Codes in Medical Records: What Paralegals Need To Know
09/14/2016 Workers' Compensation Boot Camp for Paralegals
09/09/2016 Top Mistakes Paralegals Make in Federal Court
08/24/2016 The Paralegal's Guide to Ethical Client Communications and Representation
08/09/2016 Trust Funding: A Paralegal's Guide
07/21/2016 WSPA East King County Chapter Meeting
07/14/2016 Time Management for Paralegals: How to Manage Assignments, Make Timelines and Multi-Task
07/12/2016 Wills, Trusts, Health Care Directives and Powers of Attorney: A Paralegal's Guide
07/11/2016 The Probate Process from Start to Finish
06/30/2016 Legal Ethics of Email for Paralegals
06/29/2016 Handling the Sale of a Business: Tips for Paralegals
06/23/2016 The Paralegal's Guide to QuickBooks for Accounting and Billing
06/21/2016 Trusts 101 - Spokane WA
06/21/2016 E-Discovery for Paralegals
06/15/2016 Paperless Office 101 for Paralegals
06/14/2016 Medical Chronologies, Summaries and Expense Itemizations for Paralegals
06/09/2016 Paralegal's Guide to Closing Real Estate Transactions with New TRID Requirements
06/08/2016 Case Management for Paralegals: Managing Documents, Files, Calendars and Tasks
06/07/2016 Employment Discrimination Litigation for Paralegals
06/06/2016 Trusts 101 - Vancouver, WA
06/02/2016 A Paralegal's Checklist Guide to Litigation
05/24/2016 Damages in Personal Injury: An A-Z Guide for Paralegals
05/21/2016 WSPA Spring CLE
05/19/2016 Discovery in Divorce for Paralegals
05/18/2016 Estate Administration Accounting and Distribution for Paralegals
05/16/2016 2016 Paralegal Career Panel
05/10/2016 Admissibility of Evidence: A Paralegal's Guide
05/05/2016 Social Security Disability from Start to Finish for Paralegals
05/04/2016 Legal Holds: A Paralegals Guide
04/28/2016 Law Day
04/28/2016 Federal Court Case Management for Paralegals
04/28/2016 The Corporate Paralegal from A to Z
04/27/2016 iPad and iPhone Tips, Apps and Accessories for the Indispensable Paralegal
04/27/2016 Copyright Law for Paralegals
04/21/2016 Handling Creditor Claims in Probate: A Paralegal's Guide
04/19/2016 Document Management, Retention and Destruction for Paralegals
04/12/2016 New Bankruptcy Forms and Rules: A Walkthrough for Paralegals
04/07/2016 Paralegal's Guide to Find it Free and Fast on the Net: Strategies for Online Legal Research

Washington State Paralegal Association
PO Box 58530
Seattle, WA 98138-1530
info@wspaonline.org 

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