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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


• Background


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


• Public Health Act


• 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


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