In 2008, we will again be presenting only ONE Annual
Seminar on April 12, 2008 at the Concord Hilton, 1970 Diamond Boulevard, in
Concord, California. All workshops will begin promptly at 9:00 a.m. Registration
is open at 8:30 a.m. For directions to the hotel, please use Mapquest or another
appropriate website using the address above. Registrants wishing to pay with
a credit card should print a registration form, fill it in, and mail it in
marked "paid with PayPal." Please click on the registration
and PayPal links as necessary.
The Concord Hilton's phone number
is 925-827-2000. The following are a list of classes to be offered:
Administration
of Living Trust After Death of a Spouse
Appellate Procedures: State and Federal
Attorney Ethics and
Paralegal Practice and Calendaring
Basic Civil Litigation
Beginning Legal Secretary
Discovery Techniques, Strategies, Plans, Pitfalls and
E-Discovery in Complex Litigation
Family Law
For a detailed description of each class, please click on the description
above. To download a registration form, please click here.
Want to download the entire brochure? Please click on this LINK.
Attendees wishing to pay by credit card need to still fill out a registration
form and mail it in. Please use the PayPal link to pay
with a credit card.
Administration
of Living Trusts After Death of a Spouse: Join us in exploring the
administration of living trusts after the death of the first spouse from sending
the initial notice to beneficiaries to asset distribution. You will learn how to
review trust documents, educate clients and gather necessary information, and
deal with assets outside the trust. In addition, the speaker will show how to
use spreadsheets for subtrust funding, establishing targets, and asset
allocation. Through checklists and forms, this workshop will give you a
practical system for administering living trusts after death.
Speaker: David B. Gaw, Gaw Van Male, Napa, Fairfield, Vacaville,
California
Appellate Procedures: State
and Federal: The rules that apply in the state and federal appellate
courts are very different from the rules that apply in the trial courts.
Well-known attorney and author, James M. Wagstaffe, will explain the rules and
procedures for appeals in the state and federal courts. Mr. Wagstaffe is a
nationally known speaker on federal civil procedures, he is a featured lecturer
on federal jurisdiction, preemption, and the Judicial Improvements Act of 1990
at the annual Federal Judicial Center programs for all the Circuits. He teaches
several times per year at the Center's "New Judges Workshop,"
lecturing on all aspects of federal practice.
Speaker: James Wagstaffe, Kerr & Wagstaffe, LLP, San Francisco,
California
Attorney
Ethics and Paralegal Practice: This informative workshop will show you
the ethical issues involved in the attorney-paralegal relationship and dealing
with your clients. You will see what is involved with attorney supervision of
paralegals and what NOT to say at parties or in the elevator. You will also
learn how ethical duties can be breached by missed deadlines or errors in legal
documents. We will show you ways to help you stay on top of all these issues so
that you can better serve your clients. Listen and learn from real life
examples. (The names have been changed to protect the ????)
Speaker: Dietra Prater Slack, Paralegal/Legal Secretary Instructor, Skyline
College, Oakland, California
Basic Civil Litigation:
Are you thinking of transitioning into the litigation department? Do you want to
keep your litigation skills up to date and current? If so, then this is the
workshop for you. This workshop will cover all aspects of civil litigation --
state and federal procedures, including the initial filing of a summons and
complaint, discovery, calendaring, and pre/post-trial procedures. this will be a
basic overview and will include the use of various resources including court
websites and updated Judicial Council forms. We invite you to come learn more
about civil litigation or just to brush up on your existing litigation skills.
Speaker: Vincent Castillo, Lombardi, Loper Conant, Oakland,
California
Beginning Legal Secretary:
This workshop will benefit the legal secretary and support staff with less than
one year of experience in the law office. The speakers will introduce
registrants to court structure and provide an overview of multiple areas of law
including civil litigation, family law, corporate, estate planning and estate
proceedings. The workshop will also address the preparation and filing of legal
documents with the court, written and oral communications, and legal
terminology. Law office management, ethics, career development, and tips on
dealing with difficult office situations will also be covered.
Speakers: Mary J. Beaudrow, CCLS, Morrison & Foerster LLP, San Francisco,
CA; Beverly Johnson, Landmark Legal Professionals, San Francisco, CA; Kay E.
Kasic, CLA, Coombs & Dunlap LLP, Napa, CA
Discovery: Techniques, Strategies,
Plans, Pitfalls and E-Discovery: Join us for an intense day of discovery
activities in complex litigation cases. Our speakers will identify various
techniques and strategies in planning avenues of discovery by utilizing
deposition skills, interrogatories, requests for admissions, and requests for
production of documents, including activities using e-discovery and paper
discovery. The speakers will discuss the various pitfalls when propounding and
responding to discovery.
Speakers: Somnath Raj Chatterjee, Morrison & Foerster LLP, San Francisco,
CA; Oliver Q. Dunlap, Morrison & Foerster LLP, San Francisco, CA
Family Law: This workshop is
designed for the legal secretary/legal assistant/paralegal with experience in
family law. Subjects covered will include the initial client interview,
assessment of the case and the need for temporary orders, preparation of an
initial Order to Show Cause, preparation of the Income and Expense Declaration,
child and spousal support calculations using Dissomaster, discussion of custody
issues and procedures, discovery methods, preparation of preliminary and final
disclosures, reimbursement claims, bifurcation of marital status, complex issues
in property division, the use of experts, and mediation (collaborative
practice). The speakers will also cover resources, tools, and aids for use in
family law.
Speakers: Susan E. Nickels, Paralegal, Lakin Spears LLP, Palo Alto, CA;
Rita A. Patterson, Lakin Spears LLP, Palo Alto, CA
