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Lorman Paralegal Teleconferences

Industry Leading & Respected Continuing Education

Last Build Date: Tue, 19 Sep 2017 11:30:02 GMT


Corporate Recordkeeping Techniques for Paralegals

Tue, 19 Sep 2017 02:00:39 America/Chicago

November 14, 2017

Understanding Corporate Formalities

• Formation Documents

– Articles of Incorporation

– LLC Formation

– Partnership Certificates

• Operational Documents

– Bylaws/Shareholders Agreements

– Operating Agreement

– Partnership Agreement

• Proper Execution

Updating Documents

• Authorization

– Determining Proper Procedures

– Implementation

• Amendment vs. Restatement


• Purpose; Keeping Accurate Records

• Consents; Drafting Resolutions

Federal/State Filings

• Annual Renewals

• SEC Filings

Corporate Governance

• Issuance of Securities

– Maintaining a Stock Ledger

• Review/Update of Corporate Minute Books

• Blue Sky Issues

Contract Review

• Term/Parties

• Operative Provisions

• Boilerplate

Effective UCC Search Strategies to Minimize Risk

Tue, 19 Sep 2017 02:00:28 America/Chicago

October 19, 2017


Types of Searches

• Real Estate

• Uniform Commercial Code Security Interests

• Intellectual Property – Patents, Trademarks and Copyrights

• Domain Names

• Aircraft, Rolling Stock and Vehicles

• Other Matters

Who to Search

• Who Is the Debtor?

• Prior Owners

• Parties to Prior Mergers and Conversions

• Prior Names

Where to Search

• Debtor Location

• Prior Locations

• Filing Office

• Collateral Locations

• Judicial Liens

Debtor Name

• What Is the Debtor's Name?

• Understanding Standard Search Logic

• Effect of No Search Logic

• Special Rules – Estates and Trusts

• The Organization Name Issue

• Names of Individuals

– Uncertainty

– Potential Statutory Safe Harbor

Other Search Issues

• Special Rules for Tax and Other Statutory Liens

• Interpreting Search Results

– Are Amendments and Other Terminations Trustworthy?

– Apparent Legal Flaws

– Rogue Amendments and Bogus Filings

Conclusion – Client's Informed Consent

Ethics and Law Office Management for Paralegals

Tue, 19 Sep 2017 02:00:41 America/Chicago

September 22, 2017

How to Handle Client Intake

How to Avoid Conflicts of Interest

How to Preserve Client Confidentiality

How to Avoid Ethics and Social Media Pitfalls

How to Manage Client Matters and Files

How to Handle File Closing and Records Management/Retention

Non-Lawyers and Ethics Rules

Ethical Fees and Fee Agreements

Ethics for Paralegals

Tue, 19 Sep 2017 02:00:42 America/Chicago

September 26, 2017

Rules and Guidelines Applicable to Paralegals

• Rules of Professional Conduct

• American Bar Association Guidelines

• Association Guidelines

Particular Areas of Concern

• Competence and Diligence

• Confidentiality

• Professional Integrity and Honesty

• Conflicts of Interest

• Responsibility of Supervising Attorneys

• Unauthorized Practice of Law

Microsoft® Outlook for Paralegals

Tue, 19 Sep 2017 02:00:43 America/Chicago

October 13, 2017

Maintain an Efficient Inbox

• Clean up and Organize Messages With Sort and Folders

• Work With Search Folders to Quickly Access Important Emails

• Use Categories, Rules, Flags, and Conversations

• Search Emails Quickly; Work With Favorites; Set Message Options

Manage Your Schedule With Calendaring

• Add and Edit Appointments

• Set up Meeting Details

• Work With Shared Calendars

• Use Calendar Views, Options and Shortcuts

Manage Your Contacts

• Create and Edit Contact Items

• Use Distribution Lists

• Find Items, Customize the Contact View

Handle To-Do Items (Tasks)

• Use the to Do Bar to Manage Tasks Efficiently

• Use Quick Click and High Priority Items

• Set Task Options; Task Tips

Customize and Automate Outlook

• Modify Views to Format and Filter Emails

• Set Options

• Use Quick Steps, Quick Parts and the Quick Access Toolbar

• Insert Automatic Text

Run Miscellaneous Commands

• Back up Data

• Use Natural Language in Date Fields (Calendar, Tasks)

• Use Outlook With Office Applications

Paralegal's Guide to Dealing With Difficult Clients

Tue, 19 Sep 2017 02:00:33 America/Chicago

October 31, 2017

What Is a Difficult Client?

• What Makes a Difficult Client?

• Is It You or Is It Them?

• Can You "Fix" a Difficult Client?

How to Deal With a Difficult Client

• External Policies and Procedures

• How to Train Your Client

• How to Grade Your Clients/ Give Them a Report Card

Your Client's Report Card

• What to Do With A, B, and C?

• What to Do With D and F?

Paralegal's Role in the Appellate Process

Tue, 19 Sep 2017 02:00:20 America/Chicago

September 27, 2017

Understanding the Appellate Process

• The Appellate Court System

• Types of Appeals

• The Standard of Review

• Initiating the Appeal

• The Record on Appeal

The Paralegal's Role in Preparing an Appellate Brief

• The Purpose and Goal of an Appellate Brief

• The Format and Components of an Appellate Brief

• Legal Research During an Appeal

The Paralegal's Role in Preparing for Oral Argument

• The Purpose and Goals of Oral Argument

• The Format and Components of Oral Argument

• Practice Oral Arguments

Additional Responsibilities

What All Paralegals Must Know About the Probate Process

Tue, 19 Sep 2017 02:00:32 America/Chicago

October 26, 2017

Developing a Probate Process

• Initial Client Contact

• Plan for Administration

• Recognizing Potential Issues/Problem Areas

Filing Pleadings to Open Probate

• Testate vs. Intestate

• Appointment of Executor

• Notice Requirements

• Deadlines

Administering the Estate

• Establishing a Timeline of Events and Tickler System

• Distinguish What Assets Will Be Subject to Probate

• Statutory Allowances

Creditor Claims

• Notice Requirements

• Validity

• Payment

Completing Administration

• Closing Checklist

• Unresolved Issues

• Payment of All Valid Claims, Debts, Expenses and Taxes

• Payment of Fiduciary and Attorney Fees

• Accounting