Gain Practical Tips From Experienced Faculty to Assist Corporate Clients Right Away

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

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

Level: Intermediate

What You Need to Know About Trusts in One Convenient, Condensed Guide

Do you know the various types of trusts and their differences? Do you know how to properly structure trust provisions to accomplish different client goals? Can you confidently navigate the trust administration process? In this program, seasoned faculty will walk you through the lifecycle of a trust from initial planning to termination. Don't miss this opportunity for practical, step-by-step instruction on trusts designed specially for paralegals!

• Review the different types of trusts, what they do and when they're used.
• Learn how to create trusts for tax, Medicaid planning, creditor protection and other goals.
• Find out how to properly transfer real estate and other assets into a trust.
• Navigate the trust administration process from beginning to trust termination.
• Walk through a sample trust accounting.
• Come away with sample forms and checklists you can incorporate into your everyday tasks.

Level: Intermediate

Confidentially and Ethically Maintain Email Correspondence

Taking the necessary precautions when using, storing and deleting email is essential. Do you know the best practices for avoiding inadvertent mistakes - as well as what steps to take when problems arise? This insightful course will take you through ethical pitfalls and challenges of using email - and teach you how to become more effective in email communications. Get up to speed on protecting confidentiality and guarding privacy in email!

• Identify pitfalls to avoid when communicating with clients via email.
• Find out how to properly secure email communications accessed on smartphones and computers.
• Discuss effective ways to promptly communicate and manage correspondence.

Level: Intermediate

Paralegal Tools for the Paperless Law Firm

When your firm decides to implement paperless procedures, do you have the knowledge to take the lead? With this focused course, you'll get practical strategies for managing digital conversion and working with electronic documents. Our experienced faculty will show you how to integrate paperless processes into your daily routines.

• Make sure your office has the right equipment to handle their paperless tasks.
• Learn how to create effective workflow for scanning and organizing incoming paper.
• Protect office electronic data with security solutions that work for you.

Level: Intermediate

Discovery Essentials for Federal Court

Learn the nuances of managing the discovery process for cases in federal court! From understanding the rules and procedures of federal court to effective discovery requests and responses, this course will provide you with the tools you need to successfully guide cases through the discovery process and aid your attorney.

• Learn tips and tricks for calculating and meeting critical federal court deadlines.
• Apply the rules to interrogatories, requests for admissions and requests for production.
• Keep up to date with changes to the Federal Rules of Civil Procedure.

Level: Intermediate

Successfully Assist Throughout the Jury Selection Process

Voir dire and jury selection are essential to a successful trial - and the assistance of an insightful paralegal can make a world of difference. This practical course will walk you through effective ways to handle the logistics of jury selection, develop questions, and properly read and interpret juror reactions. Refine your skills and reinforce your importance to your firm!

• Learn how to identify crucial factors that attribute to a favorable (or less favorable) juror.
• Hone your investigative skills for uncovering valuable biographical information on jurors.
• Discuss resourceful jury selection tools that will be an invaluable asset to your trial team.

Level: Intermediate

Practical Insights on Answering Written and Production Discovery

Do you know all the tips and tricks for making objections in discovery? Are you aware of the best approaches to reviewing, bates-stamping/indexing of documents and managing other aspects of the production process? In this program, seasoned faculty will share their hard-won insights for answering requests and handling traditional and electronic productions with finesse. Enhance your skills!

• Obtain best practices for responding to interrogatories, RFAs, RFPs and other requests.
• Gain practical insights on making objections to discovery requests.
• Learn how to effectively review documents for privilege, responsiveness and other issues.
• Get pointers on bates-stamping, redaction, duplication and indexing of documents.
• Explore how to best manage electronic productions and work with PDF, TIFF and native file formats.
• Receive tips on keeping proper discovery, privilege and production logs.

Level: Intermediate

Real-World Insights From a Professional Surveyor and Title Insurance Underwriting Counsel

Whether you are just entering the field or looking for a refresher course, this primer on surveys, plats and legal descriptions will benefit you and your legal team. Our experienced faculty will show you how to recognize what surveys, plats and legal descriptions are trying to tell you.

• Identify and understand the applications of the various types of surveys, plats and descriptions.
• Do a step-by-step analysis of sample documents to pinpoint title issues.
• Pick up practical how-tos and practice pointers for reviewing legal descriptions.
• Take away checklists and sample materials you can reference for future projects.

Level: Intermediate