Overview
Program Description
Communication Breakdowns, Missed Deadlines, Social Media Landmines, and More
From confidentiality landmines to online advertising pitfalls, get the cautionary advice you need to stay out of hot water! This concise program rounds up the top ethics pitfalls that paralegals make. Our veteran faculty will provide you with essential guidelines for identifying conflicts of interest, avoiding the family and friends trap, and ethically handling client fees and property. Register today!
- Discover the dangers posed by failing to detect or resolve conflicts of interest.
- Identify the perils of engaging in the unauthorized practice of law (UPL).
- Explore the dos and don'ts of handling client files.
Course Content
- Conflicts of Interest Conundrums
- Falling Into the Friends and Family Trap
- Accidentally Engaging in the Unauthorized Practice of Law (UPL)
- Client Communication Pitfalls - The Bad and the Ugly
- Avoiding Confidentiality Landmines
- Missed Deadlines - Avoiding Legal Perils
- Pitfalls and Perils of Social Media and Technology
- Handling Client Property and Fees - Top Paralegal Mistakes
- File and Records Management Mistakes to Avoid
- Traditional and Online Advertising Gone Wrong
- BONUS - Common Mistakes When Dealing With Difficult Clients
Agenda
Agenda / Content Covered
All times are shown in Eastern time.
Conflicts of Interest Conundrums
2:00 - 2:10, Candy J. RyanFalling Into the Friends and Family Trap
2:10 - 2:20, Candy J. RyanAccidentally Engaging in the Unauthorized Practice of Law (UPL)
2:20 - 2:30, Candy J. RyanClient Communication Pitfalls - The Bad and the Ugly
2:30 - 2:40, Candy J. RyanAvoiding Confidentiality Landmines
2:40 - 2:50, Candy J. RyanMissed Deadlines - Avoiding Legal Perils
2:50 - 3:05, Candy J. RyanPitfalls and Perils of Social Media and Technology
3:20 - 3:30, Candy J. RyanHandling Client Property and Fees - Top Paralegal Mistakes
3:30 - 3:40, Candy J. RyanFile and Records Management Mistakes to Avoid
3:40 - 3:50, Candy J. RyanTraditional and Online Advertising Gone Wrong
3:50 - 4:05, Candy J. RyanBONUS - Common Mistakes When Dealing With Difficult Clients
4:05 - 4:15, Candy J. Ryan
credit
Accreditation Details:
- Credit Information
- Paralegal Education
CA MCLE Paralegal - 2.00 Approval Exp. 8/24/2025including -Ethics: 2.00
This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
DE Certified Paralegal Program - 2.00 Approval Exp. 8/24/2024including -Ethics: 2.00
This course will qualify for 2.0 DCP CLE credit hours, including 2.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
FL Registered Paralegal - 2.00 Approval Exp. 8/24/2024including -Ethics: 2.00
This course will qualify for 2.0 hours of continuing education for paralegals, including 2.0 hour of ethics, toward the eligibility requirements of the Florida Registered Paralegal Program.
MT CLE Credit for Paralegals - 2.00 Approval Exp. 8/24/2025including -Ethics: 2.00
This program may qualify for up to 2.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 2.0 hour of ethics. No more than 4.0 hours of self-study CLE credit may be earned during a reporting period.
NALA - 2.00 Approval Exp. 8/24/2024including -Ethics: 2.00
This seminar meets the requirements of the NALA Certifying Board for 2.0 hours, including 2.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
NFPA - 2.00 Approval Exp. 8/24/2024including -Ethics: 2.00
This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 2.0 hours of Continuing Legal Education self-study credit, including 2.0 hour of ethics.
NC Continuing Paralegal Education - 2.00 Approval Exp. 8/24/2024including -Professional Responsibility: 2.00
This program has been approved by the North Carolina State Bar Board of Paralegal Certification for computer-based continuing paralegal education credit in the amount of 2.0 hours, of which 2.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.
OH Certified Paralegals - 2.00 Approval Exp. 8/24/2024including -Ethics: 2.00
This course will qualify for 2.0 hours of self-study continuing education for paralegals, including 2.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NM Paralegal Division, State Bar of NM - 2.00 Approval Exp. 8/24/2025including -Ethics: 2.00
Approved by the Paralegal Division of the State Bar of New Mexico for 0.0 general self-study credit and 2.0 ethics self-study credit (for a total of 2.0 hours CLE).
WA Paralegal Association - 3.00 Approval Exp. 8/24/2024Approved for 3.0 CLE self-study credit by the Washington State Paralegal Association (WSPA).
NH Office of Career School LicensingNBI, Inc. is licensed by the New Hampshire Department of Education Office of Career School Licensing. There are no enrollment prerequisites or admissions requirements for this course, and there is no exam or grading system. Satisfactory progress is based solely on attendance at the course. Credits may not be transferred. All refunds shall be paid within 30 days upon written notification from a student of cancellation or withdrawal. Students receiving benefits from federal programs shall be subject to federal refund policies, rules and regulation. Student complaints should be directed to our office at (800) 930-6182. Upon exhausting all avenues with NBI, Inc. for resolution, students may file a complaint with the Office of Career School Licensing at (603) 271-6443.
speaker
Candy J. Ryan , CRP, BA, is a litigation paralegal at The Silvera Firm. She has extensive experience handling such diverse matters as non-subscriber defense and subrogation, commercial litigation, insurance defense, bankruptcy, business and corporate, probate and trust, real estate, trucking and railroad, as well as family law. Ms. Ryan has assisted attorneys with litigation case management, including but not limited to preparing and responding to discovery requests, records retrieval, review and analysis; as well as preparing for trials, arbitrations, depositions and hearings and has participated in evidentiary presentations at trial and arbitration. She is experienced in the preparation and filing of pleadings, documents and discovery in both federal and state courts in numerous jurisdictions, including, Texas, California, Washington, Oregon, Arkansas, Oklahoma and others. Ms. Ryan has been an active part of the legal community since 1979, having worked in Seattle, San Diego and Dallas. She is a graduate of the University of San Diego, ABA accredited Paralegal Studies Program (1988), and has specialized in litigation for more than 30 years. In addition, Ms. Ryan is one of the initial 16 paralegals to be certified by the National Federation of Paralegal Association (NFPA) as a CORE Registered Paralegal in the state of Texas, and one of the first 200 CRPs in the United States. Further, she received her B.A. degree in legal studies in 2015. Ms. Ryan enjoys public speaking and has been a regular contributor to National Business Institute and Institute for Paralegal Education seminars since 1999, where she has spoken on civil litigation, ethics, and legal writing. She also presented at the 2017 Paralegal Cruise on Ethics.
help
How To Order
Web
Order Now
Phone
(800) 793-5274
Fax
(715) 835-7145
Institute for Paralegal Education
PO Box 3187
Eau Claire, WI 54702
Questions
Frequently Asked Questions
Cancellation Policy
Satisfaction Guarantee
Contact Us
