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Amy H. Temkin
Rosen Law Firm, LLC
Charleston, SC
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This presentation focuses on techniques, strategies, and applications for effective use of medical records by litigation paralegals. There is a brief examination of the uses of medical records in different types of cases, as well as defining steps to ensure that records received are certified and ready for use at trial. The impact of HIPAA and other privacy acts as they apply to this process is covered, and various methods of organizing and reviewing records upon receipt will be presented, including a review of resources to aid non-medical reviewers in identifying possible issues for the attorney or expert to consider in more detail. Examples are presented to demonstrate how medical records can serve as demonstrative aids in litigation, and how they can be most successfully presented at trial. A number of useful handouts are provided.
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Kathryn L. Myers, Paralegal Educator
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There is an overwhelming correlation between effective communication that is strong, powerful, and evocative, successful, popular and respected. Research indicates that what you look like and how you deliver information communicate the majority of your message. You need to be clear, concise and to the point. You need to make sure that your message isn’t diminished by your physical delivery. This session will provide tools to polish your ability to speak, to write and to listen with success. You will learn how to prepare an action plan to increase your professionalism, pick up some tips on how to overcome the knot in your stomach when asked to speak in public, and you will learn to utilize your strengths and diminish your shortcomings.
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Thomas Head, Esq.
WalMart Stores, Inc.
Bentonville, AR
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This course focuses on HIPAA Privacy Rule compliance issues encountered in the legal profession. The presentation provides a basic overview of the regulatory scheme, patient rights, and information specific to the role of paralegals which is not commonly discussed in articles or seminars. Medical record request and disclosure, interaction with law enforcement or government agencies, and state law preemption analysis will be included in the presentation.
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Elizabeth H. Nellis, ACP
Freelance Paralegal
Tulsa, Oklahoma.
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Beverly Pace, CLA
Liability Insurance Coordinator for Saint Francis Health System Tulsa, Oklahoma
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This program covers techniques and suggestions for successful witness interviews or client intake interviews. A summary of psychological techniques is included, and the lecture is especially beneficial to paralegals working in litigation or as jury consultants, counselors, social workers, or mediators. Crisis intake professionals, law enforcement professionals, rape counselors and legal advocates will also benefit, as well as personnel/human resource directors, insurance specialists, and insurance adjustors/investigators. The presentation includes guidelines for using interviewing skills to enhance career development, and outlines for designing a witness interview questionnaire with suggestions for customizing the questionnaire to your particular field of interest.
This session includes an extensive list of handouts.
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Virginia Koerselman, Attorney at Law
Omaha, NE
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Basic techniques in legal analysis, including categorization of facts and evidence, are covered in this review. Examines the practical aspects of the legal assistant’s relationship with the lawyer, the legal secretary, the court, and other law firms.
Exercises in reading comprehension, data interpretation, and document preparation are included.
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Legal Research
Recorded 9/9/07
Virginia Koerselman, Attorney at Law
Omaha, NE
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This basic CLA/CP review course presents a simple research procedure that can be used in any law library, and that can be retained for many years regardless of how infrequently the skill is called upon. Students will learn to recognize, understand, and incorporate tried-and-true research techniques into their portfolios of paralegal skills. The course will cover the system of legal research, finding and citing the laws, legal analysis, and exercises in writing and briefing.
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This advanced course is designed to review the Blue Book rules of citing and to point out the changes in the 18th Edition. Participants must have an 18th Edition of the Blue Book with them for the course. Students must also print off the handouts before the session. Participants will learn to identify which sources are used for what task, they will become familiar with citing primary and secondary sources according to the Blue Book, and they will be able to correctly cite subsequent history. Session topics include:
• Basic tools of legal research
• Statutes
• Primary and secondary sources
• Legal Periodicals
• Mandatory and persuasive sources
• Regional Reporters – parallel citations
• Rules for citing case names
• Subsequent History
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Paperless Office
Recorded 10/19/07
Michael Wagner, Esq.
Attorney at Law
Bismarck, ND
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Working Toward a Paperless Office. In this seminar, you will learn how to transition from a paper-based filing system to an paperless system. You will be guided through the process of opening, maintaining, closing, and archiving a case file. You will also learn helpful shortcuts for each stage of the file process. There will also be a discussion on maintaining confidentiality and tracking deadlines electronically.
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Learn to apply your basic PowerPoint knowledge and skills for effective use in the legal environment—from creating trial exhibits to courtroom presentations to client or in-house presentations and web-based or kiosk presentations. Follow the step-by-step creation of sample slides.
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Glenn A. Leier, Esq.,
Brindle, McCaslin & Lee, P.C., Portland, Oregon
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This course focuses on the preparation of HUD-1 uniform settlement statements, and buyer’s and seller’s closing statements used in real estate closings. There is a general review of the closing statements, the HUD-1 form, and RESPA, the federal law which requires full disclosure of all charges at closing. The class will review the different parts of each form and how to determine where a specific fee, expense, or deposit is placed on the forms. Written materials include a summary of real property math, explanation of credits and debits, calculation examples of charges apportioned between buyer and seller, blank HUD-1 settlement forms, and blank buyer’s and seller’s closing statements. Participants also receive a completed HUD-1 settlement form and buyer’s and seller’s closing statements for a hypothetical residential closing showing typical charges.
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Glenn A. Leier, Esq.,
Brindle, McCaslin & Lee, P.C., Portland, Oregon
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This course reviews the transfer of possession of commercial real estate from the landlord to the tenant. The discussion includes a study of typical lease provisions with sample language that favors the landlord and sample language that favors the tenant. The course covers various landlord and tenant concerns, including security deposits, methods of determining rent amounts, options to renew, termination, and remedies for breach. The session also includes an overview of leases for offices, shopping centers, retail stores, industrial spaces, and restaurants.
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Virginia Koerselman, Attorney at Law
Omaha, NE
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This basic presentation focuses on areas of written communication which are most difficult for many people in the legal environment. Punctuation, grammar, word usage, sentence and paragraph composition, and effective writing skills are covered. It is suggested that you review the rules of grammar and style in A Manual of Style, by Strunk & White, to prepare for this session. The Strunk text is commonly used within the legal community.
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