Commercial Lending and Financing Essentials

Paralegals play a key role in assisting with the commercial loan and financing process. Do you have the knowledge you need to tackle each step along the way? This insightful course will take a closer look at the inner workings of the commercial lending process with a review of the terms and concepts. Gain valuable insight for organizing and maintaining critical loan documents and closing packages. Make sure all of the necessary steps in the process are taken care of along the way!

• Review how the commercial lending process works.
• Discuss key loan terms and concepts.
• Ensure due diligence is met for commercial lending and financing.
• Analyze key commercial loan documents including promissory notes and loan agreements.

Level: Intermediate

Help Navigate Estates With Essential Accounting Practices

Ensuring that clients properly inform beneficiaries of the status of the estate is an important responsibility paralegals can help with. This course will take you through accounting principles to ensure clients perform their fiduciary duties. Properly prepare inventories and file the necessary tax forms. Don't miss the opportunity to enhance your knowledge of estate accounting!

• Review both formal and informal estate accounting principles.
• Discuss the steps in drafting a schedule of proposed distribution.
• Learn when and how to file tax returns for estates and trusts.

Level: Intermediate

Conquer Difficult Situations With Ease

The interactions a paralegal has throughout the day can pose many ethical traps. Don't fall prey to those traps! This insightful course will guide you through effective approaches to effectively and ethically manage communication both in and out of the office, protect confidential financial information and avoid offering unintended legal advice. Gain tips to maintain your ethical integrity!

• Learn how to tackle delicate client situations in an ethical manner.
• Discuss the paralegal's responsibilities for handling client fees, bills and other financial information.
• Take a closer look at what paralegals should do when unethical attorney behavior is encountered.

Level: Intermediate

Be Prepared to Assist with Family Law Cases

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

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

Level: Intermediate

Master the Use of Microsoft Office Applications in the Law Office

Are you looking for tips, tricks and timesavers for everyday legal tasks? Are you looking for new and creative ways to use the software already at your disposal? In this engaging paralegal course, our tech-savvy faculty will show you how to tap into the secret capabilities of Microsoft Word, Excel, Outlook, OneNote and PDF software to simplify legal tasks, streamline document drafting and review, and much, much more. Become a more resourceful paralegal!

• Find out how to become a power user of Microsoft Word with tricks for the law office and at home.
• Simplify the process of document review, formatting and collaboration with MS Word.
• Utilize all the data analysis and presentation tools Excel has to offer.
• Tap into the more advanced features of PDF software.
• Discover how to fully utilize Microsoft OneNote to improve collaboration and streamline note taking.
• Enhance your MS Outlook skills with pointers on inbox management, calendar maintenance and more.
• Rediscover and reinvent your available software to enhance everyday legal tasks.

Level: Intermediate

Enhance Your Everyday Skills and Gain Tips for Handling Complex Auto Injury Cases

Each auto injury case is unique and the details can be a tough web to untangle. This course will take you beyond the basics and highlight tips and tricks for paralegals to take difficult cases head-on. Tackle complex UM/UIM issues, effectively handle liens, master the skills necessary to write persuasive demand letters and dive into the intricate details surrounding traumatic brain injuries and wrongful death cases. Don't miss this opportunity to take your skills to the next level!

• Explore the challenges that occur when UM/UIM coverage is involved.
• Master the art of writing solid demands that maximize the overall settlement value.
• Develop a concrete plan to preserve and collect invaluable social media, text and smartphone evidence.
• Learn valuable tips to get quicker responses from CMS and other lienholders.
• Play a crucial role by honing your skills in calculating damages in traumatic brain injury cases.
• Know the imperative details that must be uncovered in medical records and autopsy reports in wrongful death cases.

Level: Advanced

Essential Steps for Successfully Organized Discovery Documents

Keeping track of documents throughout the discovery process can be a daunting task. Don't let this task overwhelm you! This course will offer valuable insight on ways to stay on top of drafting and reviewing documents, maintaining privilege logs and more. Don't miss this opportunity to enhance your organizational skills!

• Gain valuable insight for reviewing documents and monitoring for privilege.
• Learn efficient ways to bates-stamp and index documents.
• Explore the unique issues that arise with ESI production and learn effective solutions.
• Discuss how to effectively handle documents from clients and opposing parties.

Level: Intermediate

Your Guide to Trial Notebooks and Exhibits

Do you have all the tools necessary to assemble effective trial notebooks and exhibits? This essential course will highlight the skills necessary to prepare and organize trial notebooks and exhibits, using and organizing electronic notebooks, and effective uses of technology in the courtroom Take your trial notebook and exhibit preparation to the next level!

• Review powerful trial notebook samples and learn top preparation and organization tips.
• Learn tactics for developing effective electronic trial notebooks.
• Discuss ways to navigate through evidentiary obstacles when compiling exhibits.
• Examine methods for using technology in the courtroom that captures attention.

Level: Intermediate