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October 2022

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October 2022 Back to Top

7th Annual Paralegal Association of No. Va. Fall Half Day CLE  
Saturday, October 1, 2022 9:00 AM Eastern (EST) - 1:30 PM Eastern (EST)
Falls Church, Virginia (and via Zoom)

Join us to kick off Virginia Paralegal Week with a half day of outstanding speakers on the following topics:

  • Legal Research and Writing
  • Med School 101
  • The Ethical Implications of Social Media
  • Impact of Dobbs on LGBTQI

Contact:    AMY STIDHAM
ASTIDHAM@MADDOXANDGEROCK.COM
7038838035

Handling Client Files (Ethics)  
Monday, October 3, 2022 12:00 PM Eastern (EST) - 1:00 PM Eastern (EST)
Online

Join us for a one-hour CLE presentation on the ethics of handling client files presented by Joyván Malbon-Griffin, Esq. To register for this event, please visit https://vaparalegalalliance.org/Events. 

Contact:    Heather Lee, ACP, VARP
vapa1@ncapa.com

Hot Topics In Family Law  
Monday, October 3, 2022 1:30 PM Eastern (EST) - 2:30 PM Eastern (EST)
Online

Virtually join Kyung (Kathryn) Dickerson and Eva N. Juncker for a discussion on hot topics in Virginia family law, including recently updated laws and laws dealing with digital assets, digital currencies, and divorce. Visit https://vaparalegalalliance.org/Events for more information.

Contact:    Heather Lee, ACP, VARP
vapa1@ncapa.com

Licensed Paralegals and Access to Justice  
Tuesday, October 4, 2022 12:00 PM Eastern (EST) - 1:00 PM Eastern (EST)
Online

Join Toni Marsh, JD for her presentation on paralegal licensure and access to justice. Throughout the presentation, she will discuss - the crisis surrounding the access to justice; licensed and unlicensed legal professional models; practice areas under paralegal licensure; educational and professional experience elements; ethics and the UPL survey of state LLP programs; and the Virginia Registered Paralegal Program Visit https://vaparalegalalliance.org/Events for more information on this course or any others offered for the Education Conference (October 3 - 7, 2022).

 

Contact:    Heather Lee, ACP, VARP
vapa1@ncapa.com

Pleadings, Motions, Briefs, and Discovery in Auto Injury Cases: Paralegal Pointers and Samples  
Tuesday, October 4, 2022 1:00 PM Eastern Daylight Time (EDT) - 2:00 PM Eastern Daylight Time (EDT)
Online

To get what you want with pleadings, discovery requests, and other litigation documents, you
need to draft well and tailor them to the case at hand. This auto injury litigation document
drafting guide will reveal practical tips so you can help your attorney get the responses they
want. Fine tune your document preparation skills - register today!

Contact:    Cassi Gruber
cassi.gruber@nbi-sems.com

Ethics and Law Including Roe v. Wade  
Wednesday, October 5, 2022 12:00 PM Eastern (EST) - 1:00 PM Eastern (EST)
Online

Join John Bermingham for a discussion on ethics and the law. This course will focus on the law and the ethical issues that arise when laws provide a certain outcome that may not be fair, ethical or necessarily the “right thing.” Discussion will include the ethics that attorneys and paralegals face with the Attorney/Client Privilege, 4th Amendment’s Search and Seizure, the Right to Privacy, 5th Amendment’s Due Process, 8th Amendment’s Cruel and Unusual Punishment, 1st Amendment’s Right to Free Speech, and the ruling by the Supreme Court that overturned Roe v. Wade.

Visit https://vaparalegalalliance.org/Events to register and for more information.

Contact:    Heather Lee, ACP, VARP
vapa1@ncapa.com

Managing 3 Age Discrimination Hot Spots – Layoffs, Promotions, and Retirement Discussions  
Thursday, October 6, 2022 12:00 PM Central (CST) - 1:00 PM Central (CST)
Online

Join MPA’s employment sectional for a re-play of this presentation given at the Upper Midwest Employment Law Institute in May 2022. Presenters Susan K. Fritze and Kate Mrkonich Wilson will join following the re-play for an interactive discussion and Q&A with attendees!

This presentation will address the protections the federal Age Discrimination and Employment Act gives to employees aged 40 or older. Then, will turn to EEO do's and don'ts to reduce the risk of ADEA violations in 3 areas of particular concern – layoffs, promotions, and retirement discussions and incentives.

 

Contact:    Minnesota Paralegal Association MPA
info@mnparalegals.org

Virginia Supreme Court Filing System (VACES)  
Thursday, October 6, 2022 12:00 PM Eastern (EST) - 1:00 PM Eastern (EST)
Online

Join Jody James-Woods for an in-depth look at the VACES (Virginia Appellate Courts Electronic System). This presentation will provide attendees with a guide on electronic filing with Virginia’s Appellate Courts. Visit https://vaparalegalalliance.org/Events to register or for more information.

Contact:    Heather Lee, ACP, VARP
vapa1@ncapa.com

Virginia Marijuana 2021 Legislative Changes and its Impact on Criminal Cases  
Thursday, October 6, 2022 1:30 PM Eastern (EST) - 2:30 PM Eastern (EST)
Online

Steven D. Briglia will discuss the 2021 legislative changes to Marijuana and its impact on criminal cases in Virginia. He will address what is illegal and illegal under the 2021 legislative changes. Topics of focus included: enforcement, sealing records, and more. He will touch on federal changes in 2021 and proposed changes in 2022. Visit https://vaparalegalalliance.org/Events for more information on this course or any others offered for the Education Conference (October 3 - 7, 2022).

Contact:    Heather Lee, ACP, VARP
vapa1@ncapa.com

Trusts and Estates Paralegal's Guide to Staying Organized  
Thursday, October 6, 2022 2:00 PM Eastern Daylight Time (EDT) - 3:00 PM Eastern Daylight Time (EDT)
Online

As a trusts and estates paralegal, you have to juggle an incredible volume of documents,
deadlines, and client communications every day. Staying organized is critical. This practical tool
kit offers tips for creating and retaining client files, organizing estate planning document
databases, and keeping track of tax and legal deadlines and client meetings. Tame the chaos -
register today!

Contact:    Cassi Gruber
cassi.gruber@nbi-sems.com

How Legal Professionals Are The Key To Preventing Land Loss In Low Wealth Communities  
Friday, October 7, 2022 10:00 AM Eastern (EST) - 11:00 AM Eastern (EST)
Online

Karla Carter and Melissa A. Freakley will be discussing how land loss in low wealth communities is a vital importance in the legal profession. They will be addressing issues around land ownership, heirs, and the changes that have occurred throughout the recent years. Visit https://vaparalegalalliance.org/Events for more information on this course or any others offered for the Education Conference (October 3 - 7, 2022).

Contact:    Heather Lee, ACP, VARP
vapa1@ncapa.com

Uncovering Hidden Data and Mobile Device Forensics in Family Law Cases  
Friday, October 7, 2022 1:00 PM Eastern (EST) - 2:00 PM Eastern (EST)
Online

Join us as Michael C. Maschke provides information on how to uncover hidden data and mobile device forensics relating to family law cases. Visit https://vaparalegalalliance.org/Events for more information.

Contact:    Heather Lee, ACP, VARP
vapa1@ncapa.com

A Paralegal's Guide for Drafting Pleadings  
Tuesday, October 11, 2022 1:00 PM Eastern (EST) - 2:05 PM Eastern (EST)
Live Webinar/Online

Understand how to assist attorneys in litigation by efficiently and effectively drafting pleadings.

Contact:    Michelle Shepherd
cecoordinator@lorman.com
7158333940

Getting Started in Family Law: Paralegal's Guide  
Tuesday, October 11, 2022 2:00 PM Eastern (EST) - 5:15 PM Eastern (EST)
Online

Family law practice requires paralegals to master a unique set of skills. From income and support issues and review of financial documents for equitable distribution to managing court dates and key correspondence, family law paralegals have to stay on top of a myriad tasks. This course offers condensed guidance on the fundamental duties of the practice along with practical advice to help get you started.

Contact:    Cassi Gruber
cassi.gruber@nbi-sems.com
8558556240

Don’t Let Taxes Spook You! Identifying Tax Impacts for Planning, Administering, Litigating and Settling Estates  
Wednesday, October 12, 2022 12:00 PM Central (CST) - 1:00 PM Central (CST)
Online

When you overlook certain tax issues during probate administrations, you could potentially create a monster in the closet! With Halloween around the corner and the work we do as estate planning and probate practitioners, it is key to identify and incorporate proper tax planning for our clients. Attorney Scott Ruhsam will provide an understanding of the tax issues that come into play when preparing a client’s estate plan which thereafter interplays with the administration of a trust or an estate. In addition, Scott will outline the importance of the tax perspectives during settlement options in estate and trust litigation…because no one wants the tax issue to come back and haunt them.

 

Contact:    Minnesota Paralegal Association MPA
info@mnparalegals.org

The Complete Litigation Paralegal  
Thursday, October 13, 2022 10:00 AM Eastern (EST) - 5:00 PM Eastern (EST)
Online

Paralegals play an essential part in the litigation process and ought to be ready to handle the trials and tasks that come their way. Are you prepared to do your part alongside the rest of the litigation team? In this comprehensive toolkit, learn how to effectively handle pleadings, navigate your way through the discovery process, and ensure effective case management.

Contact:    Cassi Gruber
cassi.gruber@nbi-sems.com
8558556240

"An Overview of Retirement Plan Distributions" Paralegal CLE (Webinar)  
Friday, October 14, 2022 3:00 PM Eastern (EST) - 5:00 PM Eastern (EST)
WebEx

"An Overview of Retirement Plan Distributions" Paralegal CLE

 Presented By the Fairfax Bar Association’s Paralegal Section 
 

$5 FBA Paralegal Section Members/$20 Non-Section Members
2.0 NFPA CLE Credits (pending)  

This CLE will provide attendees with an overview of how to divide retirement plans incident to divorce, with a special focus on military and federal plans. Attendees will learn what information needs to be gathered to properly value and divide the asset, the basics of the different division orders, different requirements of each plan, and the valuation of accounts. James R. Myers, Jr., Esq. and Joseph Minor of the QDRO Group will also share their observations of pitfalls that have been observed over the years.

To register, please visit https://www.fairfaxbar.org/event/paralegalcle-oct2022

Contact:    Jana Sehrer
jsehrer@fairfaxbar.org

Deadline for Coordinator Interest Forms  
Tuesday, October 18, 2022 12:01 AM Central (CST) - 11:59 AM Central (CST)

Deadline for Coordinator Interest Forms (see details below)

Contact:    Mianne Besser
miannenfpa@gmail.com

NFPA Monthly Board Meeting  
Tuesday, October 18, 2022 - All Day

The NFPA Board of Directors meets on the 3rd Tuesday of every month at 8pm Eastern/7pm Central/6pm Mountain/5pm Pacific.

Meetings are open to all NFPA members. In registering to attend this meeting, you must accept the terms of the Confidentiality Agreement.

Click here to register!


SSDI Claims Guide for Paralegals  
Wednesday, October 19, 2022 12:00 PM Eastern (EST) - 3:15 PM Eastern (EST)
Online

Qualifying for (and attaining) disability benefits often spells a long and taxing process. If not done correctly, clients who could be entitled to economic assistance for mental or physical conditions may be left waiting without any sort of compensation. In this essential program, join our experienced faculty as they walk you through the fundamentals on how you can help clients get their much-needed benefits.

Contact:    Cassi Gruber
cassi.gruber@nbi-sems.com
8558556240

Workers' Compensation for Paralegals: Medical Records, Medicare Set-Asides, and More  
Thursday, October 20, 2022 10:00 AM Eastern (EST) - 5:00 PM Eastern (EST)
Online

The duties of a workers' compensation paralegal consist of everything from requesting accident reports and employment documents to drafting deposition summaries and reviewing transcripts. How do your skills stack up? This practical program explores the paralegal's role in the typical workers' compensation case and provides you with new tactics for collecting evidence, settlement techniques, and much more

Contact:    Cassi Gruber
cassi.gruber@nbi-sems.com
8558556240

NFPA Webinar: Do More with Less: How to Use Technology to Grow, Scale, and More Effectively Manage Your Trusts and Estates Practice  
Thursday, October 20, 2022 12:00 PM Central (CST) - 1:00 PM Central (CST)
Zoom Webinar

NFPA Webinar: Do More with Less: How to Use Technology to Grow, Scale, and More Effectively Manage Your Trusts & Estates Practice
Thursday, October 20, 2022 | 12:00 PM Central (CT) - 1:00 PM Central (CT)

Click here to register!

Today’s paralegals are expected to do much more for their clients and attorneys in much less time.
 
In this program, we will discuss simple strategies of how paralegals, can use current tools that they already have to become more efficient while at the same time reducing errors/malpractice risk, and providing a higher, more personalized level of service.
 
Just like with the advent of word processing software, there is a way that paralegals, can use advances in technology to their advantage to deliver valuable traditional legal work to their firm. We will discuss how the concepts of growth and scale are not mutually exclusive when building a law practice, and how technology can be used to enable them to go hand-in-hand. Understanding and navigating the many technology options out there today can be an overwhelming process. During this discussion, we will provide a framework for evaluating potential tools that may benefit your firm.
 
About the Speaker
Tara Faquir
is the co-founder and Chief Operating Officer of Trustate, one of the world’s fastest-growing estate administration platforms. Since Trustate’s founding in 2020, Ms. Faquir has been involved in all aspects of the firm's development and growth since its inception. Trustate provides B2B tools to various stakeholders throughout the estate administration process including law firms, wealth managers,  banks, and accountants, amongst others. Today, the firm is an industry leader in the LegalTech space and is regularly featured as one of the top startups to watch. Prior to founding Trustate, Ms. Faquir was the VP of Business Development at Western Technologies, a technology mapping platform for banks, mortgage companies, and private lenders. Prior to joining Western Technologies in 2019, Ms. Faquir spent 4 years with the Girl Scouts, where she was the Director of Membership and Retail overseeing a team of 18 professionals that serve 28,000 members. Ms. Faquir started her career in retail, first at Nordstrom, and later at Rent the Runway where she managed a team of 26 people and achieved record-breaking 40% sales growth during her tenure. Ms. Faquir was the founder of Vizcaya Active, a boutique athletic apparel company. She has been the feature of multiple podcasts and articles on entrepreneurship and is a guest lecturer at various universities.

Ms. Faquir received a B.S. in Economics from the University of Miami and an MBA from the Fox School of Business at Temple University.

Contact:   
info@paralegals.org
317-454-8312

Family Law Practice for Paralegals: Assisting in Cases Involving Children  
Monday, October 24, 2022 8:30 AM Pacific (PST) - 4:10 PM Pacific (PST)
Online
  • Prepare the client for assessment and evaluation
  • Apply the child support guidelines
  • Review when co-parenting counseling is appropriate
  • Investigate allegations of abuse and neglect
  • Understand the scope of client confidentiality
  • Assist in child custody disputes
  • Assist with preparation of parent plans
  • Understand child support awards
  • Learn about Use of Evidence Code 730 Evaluations in custody matters
  • Identify and resolve ethical issues in cases involving children

 

Contact:    Frank Chapman
fchapman@halfmoonseminars.org
715-835-5900

Discovery Requests for Paralegals: From Interrogatories to Subpoenas  
Tuesday, October 25, 2022 1:00 PM Eastern (EST) - 4:15 PM Eastern (EST)
Online

Discovery is critically important in every case, and you play a major role. This program will show you effective ways to demonstrate your value throughout the discovery process. Learn how to wield different discovery "weapons" to get the information your attorney wants, and leverage the rules to craft procient responses and objections.

Contact:    Cassi Gruber
cassi.gruber@nbi-sems.com
8558556240

Land Use and Zoning Approvals 101 for Paralegals  
Wednesday, October 26, 2022 2:00 PM Eastern (EST) - 3:00 PM Eastern (EST)
Online

There can be a lot of red tape to cut through before clients can proceed with their planned use of a property. This guide will show you how to assist your attorney by preparing land use and zoning documentation and applications, monitoring progress, and prepping for presentations before zoning boards and planning commissions.

Contact:    Cassi Gruber
cassi.gruber@nbi-sems.com
8558556240

The Paralegal's Guide to Using Social Media in Legal Practice  
Thursday, October 27, 2022 12:00 PM Eastern (EST) - 1:00 PM Eastern (EST)
Online

Social media plays a crucial role in the legal landscape. How does your knowledge stack up? Join our seasoned faculty as they outline essential guidelines for using social media in the law office. From tips for promoting the law firm on social networking sites to the dos and don'ts of going online to conduct research for cases, elevate your skills.

Contact:    Cassi Gruber
cassi.gruber@nbi-sems.com
8558556240

Business Contracts: 2022 Paralegals' Guide  
Monday, October 31, 2022 11:00 AM Eastern (EST) - 6:00 PM Eastern (EST)
Online

The contract drafting and negotiation process rests heavily on paralegals' shoulders: from due diligence and supporting the negotiations process, to drafting key provisions and maintaining the contract library. This course offers practical guidance for making each step of the process easier and more effective

Contact:    Cassi Gruber
cassi.gruber@nbi-sems.com
8558556240


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