From IPE: Looking Like A Bluebook Pro when Preparing a Practice Document

Looking Like A Bluebook Pro when Preparing a Practice Document guest author: Kathleen B. Carlson View Original Article… [cToolsOfTheTradeSeptember2017.htm]Sign up for the IPE mailing list by clicking HERE. The “BluePages” in the Bluebook do a pretty good job of illustrating the basic formats for developing citations for use in legal documents prepared in a practice setting. Most writers will be able to […]

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From IPE: Staying Up-to-Date with Law Changes

  Staying Up-to-Date with Law Changes guest author: Jenna M. Prosceno View Original Article here: [cQuickTipsSeptember2017.htm] Sign up for the IPE mailing list by clicking HERE. One of the most important tasks of being a para professional is staying up to date on changes in law. It’s a portion of being skilled help to our attorneys that we can sometimes forget […]

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From IPE: Preparing Witnesses

Preparing Witnesses guest author: Kevin M. Madden PREPARING THE CLIENT Always Be Preparing. You should begin preparing your client for deposition or trial from the minute you first meet them. Testimony, like playing the piano, can be improved by practice. While you cannot anticipate every question that they will be asked you can, and should, anticipate most of them. There is no […]

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From IPE: Trust Administration for Paralegals

Trust Administration for Paralegals guest author: Heather Niehoff If your office is assisting in the administration of a Trust, your client is more than likely the Trustee. Who the Trustee is can be huge when analyzing the paralegal’s role in the Trust administration process. If the Trustee and the Settlor are one in the same person, your role as a paralegal assisting […]

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From IPE: The Top Ten Tips for Ethics in Legal Research for Paralegals

The Top Ten Tips for Ethics in Legal Research for Paralegals guest author: Joseph A. Custer Paralegals are expected to perform competent legal research, not only because your employers will insist upon it, but also because ethical standards demand it. Paralegals, like lawyers, must comply with legal ethics rules. Paralegal associations have established their own ethics codes. The National Association of […]

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From IPE: Investigative Tips for Paralegals

Investigative Tips for Paralegalsguest author: Sheridan Shauntee, MSPP Purpose: Whether compiling documents for discovery, interviewing prospective clients, parties to a case, or witnesses, the role of the paralegal in the capacity of investigator is to assist the attorney in fact gathering to determine the validity of an entity of interest, or issues of a case. The following may be used […]

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*corrected link* From IPE: The Top Ten Tips for Working with Insurance Companies

The Top Ten Tips for Working with Insurance Companiesguest author: Leonard D. Zaccagnino, Esq. and Gail Galfo, Paralegal Introduction. I have been practicing law for over 33 years, focusing my practice on representing individuals who have been injured in accidents. A great deal of my time, and my paralegals’ time, are spent communicating with insurance company representatives in an effort […]

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From IPE: Legal Ethics of Email for Paralegals: Securing Email Accessed on Personal Phones and Computers

Legal Ethics of Email for Paralegals: Securing Email Accessed on Personal Phones and Computers guest author: James D. Blume Don’t Lose the Phone! The first and most obvious point is to protect the device. Your smart phone or iPad is of no use if it lost or stolen. Despite the obviousness of this point, these devices are routinely lost or […]

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From IPE: Top Ten Tools of the Trade: Workers’ Compensation

Top Ten Tools of the Trade: Workers’ Compensation guest author: Valerie Foote, JD Identify the Facts of the Case. The first point of investigation when a file is received is whether the Claimant is considered an ’employee’, and whether the state in which they are filing their claim has jurisdiction. If you can identify any issues with regard to the […]

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From IPE: Real Estate Transactions – Ten Tips for a Smooth and Efficient Closing Experience

Real Estate Transactions – Ten Tips for a Smooth and Efficient Closing Experience guest author: John T. Banjak Verify that parties executing the sale contract are the “correct parties” – for example, make sure the party purporting to own the property is actually the “record title holder” and if the seller is a business entity, trust or other non-natural person, […]

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From IPE: Quick Tips: Top Ten PowerPoint® Tips for Paralegals

Quick Tips: Top Ten PowerPoint® Tips for Paralegals guest author: Tony Sheffy You have been asked by a partner to put together a timeline in a factually complicated case that is going to trial. The attorney requests that you use PowerPoint® for the project so that your slides might be transitioned into a timeline to assist in the opening statement. […]

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From IPE: Legal Ethics of Email for Paralegals: Email, Retention, and Preservation

Legal Ethics of Email for Paralegals: Email, Retention, and Preservation Guest Author: James D. Blume Back it up! Email should be stored on your firm’s server. But it should be backed up daily, at least. Back up should be to an internal hard drive plus an external hard drive for off-premises storage or storage in the Cloud. But the Cloud […]

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