Key Components for Establishing and Organizing

Do you have an effective process in place to make it through the planning and formation process? This fast-paced, insightful course will guide you through important information for paralegals to keep track of. You will learn key aspects for tax exempt organizations - from the essentials for drafting the articles of incorporation to preparing bylaws, necessary forms and minutes. Don't miss this chance to hone your skills in this unique area of law!

• Develop effective checklists to stay on top of the planning and formation process.
• Review tips for drafting articles of incorporation.
• Discuss the necessary steps for preparing corporate bylaws.
• Explore ways to organize and maintain corporate records and minute books.

Level: Intermediate

Your Guide to Estate and Trust Administration Essentials

Paralegals are responsible for many critical aspects through the administration of estates and trusts. Manage your tasks efficiently and completely with this comprehensive course. Gain a firm understanding of the core concepts for trust and estate administration. Get ready to assist attorneys, personal representatives, and financial professionals in managing aspects of the estate from start to finish.

• Understand the basic concepts of trust administration.
• Discuss the role and responsibilities of the trustee.
• Take a closer look at the fundamental role paralegals play in trust administration.
• Dive in to the process and procedures associated with estate administration.
• Properly handle tax issues related to estate administration.
• Review the necessary steps for distribution and closing of the estate.

Level: Intermediate

What You Need to Know About Complex Social Security Claims

Paralegals play an important role in handling Social Security claims. Make sure your firm is able to stay on top of complex rules and regulations. Overcome evidentiary matters by spotting red flags during the client interview. Create efficient checklists to ensure you are prepared for a Social Security hearing. Ensure you are a valuable asset to your firm in navigating through these complex cases!

• Take a closer look at the complicated regulations and requirements for Social Security.
• Review ways to contest evidentiary issues that arise in Social Security disability claims.
• Discuss effective methods to prepare for the hearing.

Level: Intermediate

Avoid Ethical Traps in Everyday Situations

Potential ethical pitfalls lurk in your daily work environment - can you effectively spot them and uphold ethical standards? Learn from experienced faculty and gain strategies for avoiding ethics violations in even the stickiest of scenarios. Smoothly handle uncomfortable situations in which someone asks you to engage in unauthorized conduct; protect confidentiality in emails, phones and computers; maintain proper billing practices and much more.

• Ground ethical rules in everyday, real-world examples.
• Understand how seemingly innocuous actions can cross over the line into UPL.
• Find out how to successfully protect client confidentiality when using emails, phones and computers.
• Examine when a reasonable expectation of privacy does or does not exist.
• Explore the ethical implications of law practice management.

Level: Intermediate

Your Comprehensive Guide to Law Office Management

Do you have an effective plan in place to prioritize and manage daily tasks in your law firm? No matter how long you have been a paralegal or how long you have been with the firm, you can always pick up more ways to heighten your firm's business operation efficiency. This insightful course will provide you with the tools you need to handle financial management, delegate tasks to the appropriate staff members, and organize and maintain important files and records. Gain valuable tips to effectively manage everyday duties!

• Discuss ways to establish and manage client relationships.
• Gain valuable skills to manage the financial aspects in the firm.
• Learn how to properly delegate tasks to the right employees within the office.
• Explore strategies for effective time management and organization.
• Discuss how to efficiently maintain both physical and electronic files.

Level: Intermediate

What You Need to Know to Assist Your Firm

Ensuring that requirements and procedures are followed when it comes to Medicare set-asides in injury settlement can be complicated. Paralegals play a key role in staying up to speed on the important issues surrounding them. This program will provide you with the information you need to ensure timely and proper resolution of MSP recovery claims. Minimize exposure to Medicare for claim-related, post-settlement medical expenditures!

• Review Medicare Secondary Payer Act (MSP) requirements and compliance concerns.
• Understand the paralegal's role in the verification of conditional payments.
• Learn the in's and out's of the Medicare Secondary Payer Recovery Portal.
• Discover how to properly prepare Medicare set-aside proposals in injury cases.

Level: Intermediate

Evade Top Errors Made With Electronic Evidence

Social media, smartphone and email evidence are important to the outcome of a case. Making sure you avoid costly mistakes is critical. Do you know what information you can gather hidden within electronic devices? Do you know where to look to find it? This essential course will guide you through top mistakes to avoid for preserving, investigating and retrieving key evidence. Uncover key electronic evidence with ease!

• Avoid critical errors when collecting smartphone, social media and email evidence.
• Sidestep preservation landmines concerning auto-delete settings and more.
• Ensure you fully comprehend what is involved with scrubbing metadata.

Level: Intermediate

Filled with Checklists, Sample Documents and Case Studies

Drafting and preparing legal documents is a critical skill required by paralegals. Using boilerplates and editable forms will likely get the job done, but stepping outside of the template, gaining advanced document drafting abilities and understanding when (and how) to use them has the potential to make or break your attorney's case, reduce issues at trial and save your attorney and clients precious time and money. This comprehensive, engaging program will teach you, step by step, the key elements of drafting legal documents with real-world examples, sample papers and case studies.

• Create clear, logical and persuasive documents.
• Simplify the process of document review and collaboration with MS Word and Adobe Acrobat.
• Discover how going paperless can save your firm time, money and headaches.
• Gain summary judgment motion know-how.
• Get tips to ensure proper servicing and calendaring.
• Create a pleading that properly identifies all causes of action relevant to the case.
• Structure effective motions that are accurate, focused and persuasive.
• Draft clear, concise briefs that make review as easy as possible for the judge.

Level: Intermediate