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Preview: Lorman Paralegal Teleconferences

Lorman Paralegal Teleconferences



Industry Leading & Respected Continuing Education



Last Build Date: Mon, 20 Nov 2017 12:30:02 GMT

 



Blue Sky Law Basics for Paralegals

Mon, 20 Nov 2017 02:00:35 America/Chicago

December 19, 2017

What Is Blue Sky?

• Federal and State Regulation of Securities Laws

• Federal Pre-Emption



Blue Sky Analysis/Research

• Starting Points

• Questions to Ask

• How to Research



Reg D Offerings

• How to Complete Form D

• Filing Pointers

• Common Pitfalls



Blue Sky Issues

• Private and Public Offerings

• Broker-Dealers/Advisers

• Rescission Rights






Contract Basics for Paralegals

Mon, 20 Nov 2017 02:00:33 America/Chicago

November 21, 2017

What Is a Contract?

• Basic Elements

• Oral or Written

• Must Be Definite

• What Is Not a Contract?



How Are Contracts Made?

• Negotiations

• Agreement on Terms

• Written Contracts

• Oral Contracts

• Invoices, Purchase Orders and Other Forms



Why Are Contracts Legally Enforced?

• Benefit or Bargain

• Fairness

• Purpose Legitimate

• Your Word Is Your Word



Do All Terms in a Contract Matter?

• Price and Quantity

• Quality

• Implied Terms

• Boilerplate






Explore Florida's Complex E-Filing System

Mon, 20 Nov 2017 02:00:09 America/Chicago

November 21, 2017

Greater Access to Courts and Court Records Through Technology

• Florida's Court System

• The Clerks of Court

• The Florida Courts Technology Commission (FCTC)

• The Florida Courts E-Filing Portal



Court Rules to Accommodate Technology

• Florida's Constitutional Protections of Privacy and Public Access to Court Records

• The Redaction Requirement Before Filing

• The Confidentiality Requirement Upon Filing

• Ethics: The Signature Rule and Why It's Important in the Digital World



E-Filing and Service Through the Portal

• Registering Through the Portal – User Roles

• Filing Through the Portal

• Metadata, Exhibits, and Size Limitations

• Service and Significant Issues

• Self-Represented Litigants



Access, Storage and Retention

• The Florida Courts Technology Standards

• The Access Security Matrix

• Digital Court Records – Revisited

• The Digital Court File and Searchable Documents



Future Progress and Anticipated Enhancements






Litigation Support for Paralegals

Mon, 20 Nov 2017 02:00:30 America/Chicago

January 17, 2018

What Is Litigation Support?



E-Discovery Basics



The Importance of Litigation Hold Letters



Preservation of Documents (Collecting and Storing)



Bate Stamping



Privilege Logs



Electronic vs. Paper



Case Law



Sedona Conference






Medical Records Update for Paralegals: Releases, Retention and Confidentiality Requirements

Mon, 20 Nov 2017 02:00:19 America/Chicago

November 28, 2017

Overview

• Background

• HIPAA



Medical Record Releases

• Situations

– Health Care Business Operations

– Voluntary Releases

– Governmental Requests

– Litigation

• Governing Laws

– HIPAA; State Laws

• Methods for Release

– Legally Allowed Releases

– Consents and Authorizations



Retention Requirements

• Laws

– Federal; State

• Laws for Specific Situations

– AIDS, Substance Abuse, Psychiatric Issues

– Public Health Issues; Others

• Contractual Obligations

• Policies and Procedures



Confidentiality Issues

• HIPAA

• Public Health Act

• FERPA

• Part 2

• State Law Issues

• Common Law Relationship Issues






Paralegal's Guide to Skip Tracing

Mon, 20 Nov 2017 02:00:32 America/Chicago

November 29, 2017

How Do the Fair Debt Collection Practices Act, Fair Credit Reporting Act and the CFPB Regulate Skip Tracing?

• Fair Debt Collection Practices Act

• Fair Credit Report Act

• CFPB



Skip Tracing Prejudgment

• How to Locate Debtors

• How to Locate Assets



Finding Assets Post Judgment

• Using the Court to Help Find Assets

• Non Judicial Means to Find Assets






Statutory Research Fundamentals for Paralegals

Mon, 20 Nov 2017 02:00:19 America/Chicago

December 11, 2017

What Is a Statute?

• The U.S. Code

• State Code Publications

• Local Ordinances and the Like



Statutory Research: Tips and Tricks

• Book Research

• Online Research – Paid

• Online Research – Free



I Found the Statute I Need - Now What?

• Interpreting Statutory Language

• Explaining the Unexplainable

• Next Steps






The Legal Hold Process for Paralegals

Mon, 20 Nov 2017 02:00:05 America/Chicago

December 18, 2017

What Is the Latest Law on Triggers for Legal Holds?



What Should You Be Thinking About Even Before Hold Notices Go out?



5 Elements You Should Consider Including in Every Hold Notice



Dealing With Nontraditional Data Sources



Collection vs. Preservation in Place



Special Issues of Former/Departing Employees and Third Parties



Addressing Noncustodial Data Sources



After the Legal Hold…






The Paralegal's Guide to Demystifying Roberts Rules of Order

Mon, 20 Nov 2017 02:00:35 America/Chicago

January 10, 2018

Why Procedures Are Important



What Is Parliamentary Procedure?



Parliamentary Authority



When to Use Robert's



The Order of Business:

• Agendas

• Quorum

• Approval of Minutes

• Reports of Officers, Boards and Standing Committees

• Unfinished Business

• Bringing Business Before the Assembly






Trial Notebooks for Paralegals

Mon, 20 Nov 2017 02:00:16 America/Chicago

December 6, 2017

What Is a Trial Notebook? Why Is a Trial Notebook Useful?



Why a Trial Notebook?



What to Include in a Trial Notebook? General or Specific Based on the Attorney

• How to Organize and Prepare a Winning Trial Notebook



How to Create a Trial Notebook



Creating a Trial Notebook – How to Guide