Documents Telephone Seminars - Training Resources

A Paralegal's Guide for Drafting Pleadings ...sProviding the knowledge to know what pleadings and legal documents to file, when to file them and how to draft them is very important to the litigation process. You will learn the basic tools for locating documents, developing computer competencies for maximum efficiency and the importance of keeping essential forms. The speaker will discuss brief and memorandum banks as well as provide an  more...

ConsensusDOCS Contract Fundamentals ... Construction Owners of America folded their AGC contract documents program into a new organization and issued a new series of contracts called the ConsensusDOCS. These forms, some revised and some entirely new, were issued at nearly the same time as the American Institute of Architects' 2007 revision of the AIA contract documents and the issuance of the entirely new AIA forms for integrated  more...

Document Retention and Destruction Policies for Financial Institutions BenefitsFinancial institutions too often rely on recommended document retention guidelines without understanding the risks of inconsistent or antiquated practices. While Sarbanes-Oxley has clarified the responsibilities of certain financial institutions, Sarbanes-Oxley is only a portion of the document universe. This teleconference will help you navigate the complex universe of document retention  more...

Partnerships and Section 704(c) ...e is designed to help the drafters of the basic operating documents for an entity treated as a partnership, including partnership agreements, operating agreements and trust agreements; the tax return preparers for such entities; and those who structure transactions using such entities, understand and work with the Section 704(c) regulations. There will be a discussion of the various elections  more...

Real Estate Due Diligence: Managing Risk and Developing a Winning Strategy in the Face of Challenging Credit Markets ...ility to obtain permits or approvals, review of financial documents and environmental condition of the property against the backdrop of a tough and anxious market to provide critical foundational pieces to move your transaction forward. You will be able to understand what due diligence is and how to conduct a thorough due diligence process to avoid any surprises, reduce costs and expenses, and  more...

Current Work Product Issues in Taxation: Preservation, Waiver and Tax Accrual Work Papers ...dards to maintaining work product protection of sensitive documents and information prepared by counsel. The documents at issue, such as tax accrual workpapers, litigation analyses and internal investigation materials, are often roadmaps for the companies adversaries. Challenges to work product protection come from many directions, including private litigants, prosecutors and regulators and, as  more...

AIA Contracts: The Owner-General Contractor Agreement ...ves - You will be able to discuss updates to the 2007 AIA documents. - You will be able to interpret the AIA forms and how they allocate risk. - You will be able to utilize the AIA A101-2007 and A201-2007 documents. - You will be able to review general contracting tips. Attorneys, presidents, vice presidents, owners, project managers, architects, engineers, controllers, contract managers,  more...

Documentation and Proof of Construction Delay BenefitsTime truly is money, especially in construction. Consequently, being able to determine and document delay is a crucial skill for owners, contractors, subcontractors, design consultants, project managers and their legal team. This teleconference will focus on the key terms, important contract provisions and the most successful approaches to the determination of delay. It will include a  more...

Updated Best Practices for Legal Holds In Civil, Criminal & Business Contexts BenefitsThis teleconference will teach you how to avoid the devastating problems that your clients may face if they do not plan for effective legal holds in anticipation of legal proceedings. Specifically, you will learn how courts and government investigators are interpreting the basic requirement to preserve information in 'reasonable anticipation' of litigation or other formal proceedings. You  more...

Legal Overview of Financial Records: Obtaining and Understanding the Information ...e of paralegals or legal assistants not only in preparing documents but in reviewing them. Many attorneys rely on elementary representations of income such as the income stated on an income tax return for determining the available funds for child support and maintenance. In many cases, this may be sufficient, such as that of a W-2 wage earner. However, in those cases where a client's spouse  more...

The Fundamentals of Estate Planning for Pets BenefitsPets are an important part of the lives of many individuals. People own pets for a variety of reasons - they love animals, they enjoy the companionship and they enjoy receiving unconditional love. On many occasions, pets have supplanted children in people's lives. Planning for these companions requires a comprehensive look at the various opportunities and techniques which are available to  more...

Changes to Cafeteria Plans: What You Need to Know to Prepare BenefitsThe IRS recently issued new rules which replaced parts of the old regulations. These new rules are exciting but require you to review and act on your old documents. The information provided will assist you in decisions for the upcoming plan year and how to prepare for the changes. Human resources and benefits managers, attorneys, controllers, CFOs finance directors, payroll managers,  more...

Statutory Research and Legislative History for Paralegals ...thods to research statutes and codes, explain the various documents used by Congress and the states in considering and passing statutes, identify the significance of these documents in creating an argument for interpreting statutory language and examine the rules of statutory construction as a context for using legislative history in an argument. You will gain an understanding of when to use  more...

Construction Documentation: Preparing Effective Job Records ...to not only recognize the significance of various project documents, but also the true importance of the information recorded. The teleconference will also explain what to document, when and how to record it, and who should take responsibility for preparing various project files. This teleconference will arm you with vital information on how to prepare and maintain a proper and complete job  more...

Metadata Scrubbing and Mining - Legal, Ethical and Practical Implications ... PDF files. You'll find out how to render your electronic documents metadata-free, when appropriate. You will also discover how to deal with opposing counsel's and adverse parties' metadata that has fallen into your lap. This teleconference will not only cover the key legal, ethical and technology issues; but it will also consist in large part of real-time demonstrations of metadata cleaning  more...

Who Should Bear the Risk? Top 10 Things Developers Need to Know About Loan Documents BenefitsWith the tightening in the commercial lending market, developers are under increased pressure to provide lenders with projects that present no more than a responsible risk. After an equity requirement, loan documentation is the primary vehicle for allocating risk between the parties. This teleconference will help you understand lenders' requirements and the variety of loan documentation  more...

Buying and Selling Partnerships, LLCs and Other Similar Entities ...nd the alternative entity model may result in transaction documents that do not accurately reflect the parties' intent and may result in unexpected, adverse tax consequences to the parties. This teleconference will identify some of the major differences between the corporate model and alternative entity model, and specific issues to address and pitfalls to avoid when structuring the purchase  more...

Understanding the Language of Mold Assessment Reports ...atter who may be struggling with a set of mold assessment documents in hand, this workshop may help make or break a case. n nLearning Objectives n- You will be able to review mold assessment reports and understand fundamental terms. n- You will be able to explain limitations associated with mold sampling and interpretation of sample results. n- You will be able to interpret results,  more...

Patients' Rights Update ...t to refuse treatment? How is competency determined? What documents should a health care provider have copies of upon admission? Practically, how does a health care provider manage expectations, of both the patient and family or friends, when a patient refuses care or reaches the end of his or her life? This teleconference will address the current state of patients' rights and provide guidance  more...

Writing Construction Specifications: Formats and Practices nAfter a facility's design is complete and construction products have been selected, construction specifications must be prepared that are clear, correct, complete and concise. Specifications also need to conform to recognized standards for formats in order to be expediently produced and used. This teleconference is an overview of current construction specification formats and writing practices,  more...

Construction Delays Caused by Permitting nConstruction delays caused by delays in obtaining permits can result in significant costs to all parties involved in a project. It is essential for you to know how to avoid permitting delays and how to address them when they arise. This teleconference will address how to use contract language to minimize and allocate the risks associated with permitting delays. In addition, it will address  more...

Key Provisions of Two New EJCDC Contract Documents ...documents are widely used in the construction industry for design and construction of public and private infrastructure projects, including bridge, highway and other transportation projects, water and wastewater treatment facilities, utilities, processing facilities, pipelines, landfills, and other engineer-designed facilities. This teleconference will provide a focused discussion of key  more...

Updating and Maintaining Wills, Trusts and Estate Plans for the Evolving Client ... plan or prepare an update for a new client with existing documents. This part will focus on when and why clients need to review and revisit their estate plans and how to spot those issues for existing and potential clients. The second part will highlight various drafting techniques that will allow a will and trust to maintain maximum effectiveness in the future. We'll focus on how to best  more...

Common NEPA Mistakes and How to Avoid Them ...l advice for preparing useful and legally sufficient NEPA documents. This teleconference is critical for federal agency staff, consultants working for federal agencies and others interested in the NEPA process. n nLearning Objectives n- You will be able to translate NEPA's legal and political framework. n- You will be able to identify failure to properly document and misuse of exclusions. n-  more...

Problems and Risks Associated With Green Construction ...sions of the traditional design and construction contract documents that need to be re-evaluated in terms of allocating responsibility of performance; coordination of obligations and the risks and consequences of not achieving the desired result or objective, including unique insurance, indemnity, consequential damage and liability considerations. n nLearning Objectives: n- You will be able to  more...

Same-Gender Marriage Rulings: Impacts on Employee Benefit Plans Across the Nation nIn May 2008, the California Supreme Court ruled that the state cannot deny same-gender couples the right to marry. Same-gender couples - many of them, in fact - flocked to California and started getting legally married on June 17, 2008. But then in November 2008, California voters approved Proposition 8, which bans same-sex marriage going forward. Massachusetts and Canada also allow same-gender  more...

Internet Research for Legal Professionals ...r. Legal websites organize information in different ways; documents appear in a variety of file formats; and search engines may or may not index legal materials in concert with the legal researcher's expectations. This teleconference will help you develop an understanding of how to search for and find legal information on the Internet. The teleconference also explains the context for efficient  more...

The Complete Closing Checklist nMany individuals involved in commercial loan transactions never fully understand all the steps and details that go into closing a real estate loan transaction. They understand their participation in the transaction, but do not comprehend everything else that is involved before a transaction can actually close and fund. This teleconference will provide an overview to understand the entire process  more...

Liability Issues for Design Professionals ... as standard of care, indemnity, and ownership and use of documents to the more recent issues such as electronic media, building information modeling and limitation of liability. The effect on the design profession of these issues is even more complex now because of the release of the 2007 AIA documents. Register for this teleconference and get detailed information on AIA documents' effect on  more...

AIA and ConsensusDOCS Contract Documents: Comparison and Contrast ...tion contracting process encounter standard form contract documents. Two of the principal sources of such standard form construction contract documents have both recently issued the 2007 editions of their respective families of contract forms. The long established family of documents published by the American Institute of Architects has been substantially revised. The new family on the block,  more...