Documents Telephone Seminars

Drafting The Flawless Easement ...nd effort during the drafting and preparation of easement documents. In some cases future problems and uses cannot be anticipated. However, most conflicts and other problems can be prevented by anticipating the necessary scope of the easement and giving attention to the detail necessary to prepare flawless easement documents. This live audio conference will help lawyers and industry personnel  more...

Commercial Loan Documentation ...ement. You will also gain insight into typical collateral documents and working knowledge of which agreements should be used for a variety of collateral types. Get valuable tips on navigating complex commercial loan documents and understand the key components of a credit agreement, as well as current trends in documentation. This live audio conference will navigate through the types of  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 live audio conference will also explain what to document, when and how to record it, and who should take responsibility for preparing various project files. Attend this program and you will be armed with vital information on how to prepare and maintain a proper and  more...

NEPA: Understanding the Basics ...l advice for preparing useful and legally sufficient NEPA documents. This program is critical for federal agency staff, consultants working for federal agencies and others interested in the NEPA process. Learning Objectives: - You will be able to explain NEPA's legal and political framework. - You will be able to identify when there has been a failure to properly document and the misuse of  more...

Document Retention: Compliance and Protectionism BenefitsThis live audio conference will cover the importance of a document retention policy starting with the identification of what exists and what should be captured to the different rationales for implementing a retention policy - regulatory compliance to evidence in litigation. There are numerous challenges to an effective policy, which if acknowledged can be worked through. Living with the  more...

Getting Closer to Perfect: Tips to Help Paralegals Write Effective Emails and Memos ...ome key legal writing concepts applicable to a variety of documents that paralegals draft on a regular basis, including emails, memoranda and discovery. Good legal writing is a skill that can be learned, and comes through practice and multiple drafts. Attend this program and receive a basic review of grammar and other writing strategies, dispel some myths about rules you thought were rules in  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 live audio conference will help you navigate the complex universe of document  more...

Best Practices to Modify Electronic Health Records While Maintaining Record Integrity ...er records were easier to deal with, as incorrectly filed documents could simply be re-filed, and any changes to previously written documentation were oftentimes clear and obvious. With an EHR, making changes can be both too difficult and too easy, depending on the changes desired. A simple mistake in data entry may be nearly impossible to remove, and changes that may be improper, such as  more...

Problems and Risks Associated With Green Construction ...rovisions in traditional design and construction contract documents that need to be reevaluated when going green. Documentation is particularly vital in rated green buildings to ensure performance goals are met. We will also discuss issues like allocating responsibility of performance; coordination of obligations; and risks and consequences of not achieving the desired result or objectives,  more...

Hot Topics in Native American Financing 2011 ...1) principal practice guidelines to ensure your financing documents are enforceable and compliant with federal law, including the Indian Gaming Regulatory Act; 2) the National Indian Gaming Commission 'declination letter' review process - how long does it take, what to include in your submission, and what does receiving a 'declination letter' really mean? 3) Tribal financing defaults and  more...

Documentation and Proof of Construction Delay ...ll be able to recognize the importance of contemporaneous documents. - You will be able to identify what schedules should be used. - You will be able to explain common approaches to the analysis of delay. - You will be able to review measurement and determination of delay. This live audio conference is designed for project managers, contractors, subcontractors, developers, principals, owners,  more...

Pupil Records: Best Practices Concerning Access, Release, Content and Storage of Educational Documents BenefitsSchool districts frequently receive requests for access to student records from state agencies, federal agencies, parents and members of the public. This live audio conference will provide school officials, parents, school staff and school lawyers with an overview of the laws relating to access, release, content and storage of student records. The live audio conference will define the  more...

Construction Management At-Risk Fundamentals ...ves: - You will be able to define the need for integrated documents. - You will be able to identify the difference between the one-part contract and two-part contract. - You will be able to explain CM role and fee structure. - You will be able to discuss project pricing type. This live audio conference is designed for project managers, construction managers, contractors, subcontractors,  more...

Current Issues in Billboard Leases ...al effort. With all these conflicting points of view, the documents that govern billboards by their nature can be a complex, unique form of real estate transaction. Knowledge of the varying forms of documents, issues that arise, and disparate positions with regard to billboards, are invaluable to counsel who handle these matters. The request to handle such a document is always viewed by the  more...

Utilizing Microsoft Word(TM) Features and Functions ...ures. While you may have used Word for years, completing documents using basic features, the more in-depth features will add a new level of capability to current skill sets. Participants transitioning to version 2010 will regain their bearings on the new locations of Word commands. So many features and so little time! This live audio conference is designed for business owners and managers,  more...

Changes to Cafeteria Plans: What You Need to Know to Prepare BenefitsThe IRS recently issued new rules which replaced portions of the old regulations. These new rules are exciting but require you to review and act on your old documents. The information provided in this live audio conference will assist you in decisions for the upcoming plan year and how to prepare for the changes. This live audio conference is designed for human resources and benefits  more...

AIA Contracts: The Owner-General Contractor Agreement ...ovisions and revisions to the A101-2007 and A201-2007 AIA documents. - You will be able to define the AIA A101-2007 and A201-2007 documents. - You will be able to explain AIA forms and how they allocate risk. - You will be able to review general contracting tips. This audio conference is designed for attorneys, presidents, vice presidents, owners, project managers, architects, engineers,  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...

2011 Affirmative Action Compliance Update ...itsWhen was the last time you updated your narrative plan documents, your applicant self-identification forms, and your statistical and adverse impact analysis? As you update your plan documents for 2011, take an hour for an in-depth review of recent changes to the regulatory requirements and best practices that affect each aspect of your plan and related forms. If a letter from the OFCCP is in  more...

Current Issues in Legal Holds: Are You Prepared? ...sIf there ever was a honeymoon on preserving discoverable documents and data for litigation ... it's over now. The stakes are higher than ever, and so are courts' expectations for parties and their lawyers. Organizations simply must have in place a compliant legal hold process that effectively preserves discoverable documents and data. This audio conference will help you understand the  more...

Post-Mortem Tax Planning BenefitsWhile death and taxes are both inevitable, taxes do not end with death. The Federal Estate Tax, the Gift Tax and the Income Tax all have bearing on what happens post-death. Further, there are state rules that also are applicable post-death to estate planning documents. There are numerous questions that have to be addressed and answered. This audio conference will cover many of the  more...

Electronic Data, Discovery and Document Storage BenefitsDo you find yourself dreading your next e-discovery matter? Would you like to develop a road map that will guide you through the maze of collecting, processing, reviewing and producing electronic data? This audio conference will help you to develop a well-crafted discovery plan, intelligently set a budget, identify the sources of electronic documents, use best practices for data  more...

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...

State of the Estate Tax: Where We Stand Today and What Practitioners Can Do ...ears to resolve issues that remain. What can be done with documents you are preparing now for clients to better protect them and address this uncertainty? How can investment and wealth managers better administer client investment accounts in light of the uncertainty? If the repeal remains for 2010, what does this mean to investments? What steps can accountants and other advisers take? Sample  more...

The Complete Commercial Loan Closing Checklist BenefitsMany 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  more...

Code Section 409A ...IRS is giving employers one last chance to fix their plan documents and compensation agreements for Code Section 409A. However, the IRS has also announced some new interpretations of Section 409A provisions that will require most employers to make changes to their plans and agreements. Employers that make these changes before January 1, 2011, can avoid IRS penalties, in most cases. In 2010, the  more...

Internet Research for Paralegals .... Legal web sites 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...

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, as well as the basics of potential discoverability in litigation of metadata in client-created electronic documents. This teleconference will not only cover the key legal,  more...

Planning Fundamentals for Illiquid Assets ...essing liquidity issues in buy-sell agreements, governing documents and insurance planning in a creative and proactive manner can minimize the difficulties the client's estate will later face. Post-death planning includes addressing complex valuation issues, taking advantage of tax opportunities to defer estate tax payments and, in some cases, reduce them. Fiduciaries will often have to take  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...

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...

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 Document A401 ...en given less strategic consideration than prime contract documents. Whereas the prime contract may be analyzed and negotiated for an extended period, the subcontract may be pulled from an older project and put in place with a simple name change and scope of work change. Failure to consider the subcontract strategically may prove disastrous. Subcontractor disputes are common, and without  more...

Community Association Legal Issues - Charting the Course Through Rough Seas ...n and evaluation of the applicable law and the governance documents, the teleconference will then focus on the financial aspects of Association management, including the budgeting process, reserve funds, collection policies, special assessments and foreclosures or bankruptcies. Next, the focus of the teleconference shifts to proper enforcement of the governance documents and alternative dispute  more...

Tools for Persuasive Legal Writing BenefitsThis teleconference will look at some key legal writing concepts through an understandable and strategic lens. The ability to effectively and persuasively communicate remains the dominant skill needed for a successful legal practice. No one is born a perfect writer - as anyone who teaches writing will happily assure you. Rather, legal writing is always a learning process. For that reason,  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...

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...

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...

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...

Estate Planning for Non-Traditional Couples ...ke action and prepare certain traditional estate planning documents, non-traditional couples have little to no protection from state statutes should something happen to their partner; and (2) The Federal government provides certain advantages to married couples for purposes of tax planning. Nevertheless, a non-traditional couple, in the absence of proactive planning, will be, other than (a)  more...

Uniform Customs and Practice for Documentary Credits Update ...change in the amount of time banks are allowed to examine documents, revised rules for bills of lading and multimodal transport, and a provision for documents that are lost in the mail. If you work with letters of credit, as an exporter, importer or banker, you need to know the rules you are operating under. If you have been using the UCP for standby letters of credit, now may be the time to  more...

Understanding Design and Construction Defects ...ction fails to perform as required by applicable contract documents or accepted standards. It is the bridge whose cables flex and snap, the concrete that is under-strength or structurally deficient, the roof that leaks, the adhesives that do not bond and the paint that peels, to name only a few examples. Construction defects can affect projects in ways ranging from poor aesthetics to  more...

Valid Consents ...g human subjects. It is crucial that the informed consent documents for human research projects contain the required elements. This teleconference will also explain the portions of the Health Information Portability and Accountability Act that relate to informed consents, specifically HIPAA authorizations that should be contained within an informed consent to ensure that a patient's protected  more...

Understanding the Bridging Project Delivery Method ...than-good results is using traditional design development documents or even schematic design documents as bidding documents. Bridging contract documents are substantially different from design development documents and are usually somewhat more extensive in some areas while less extensive in other areas. Another common failing is for the owner not to have the right to terminate the DB contract  more...

Creating a Powerful Capability Statement: Required Tool for Government Contracting Success ...rnment agencies and have found that all of these standard documents are ineffective because government agencies are now requiring a specific document called a Capability Statement. Some creative business people have used PowerPoint, CDs, mini-CDs, flash drives and DVDs to tell their story which are even bigger mistakes in this demanding market. A Capability Statement is critical document  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...

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...

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...