Agenda

Webinar instructions will be emailed before the date of the webinar.

Please log into the webinar 15 – 30 minutes before the start time.

Monday, October 21, 2024
8:30 am – 4:00 pm EDT

 

Assisting with Family Law Case Intake
Presented by: Rebecca Berfanger & Katherine Flood

  • Performing conflicts checks
  • Assisting with initial client interview
  • Preparing engagement letter, opening file
  • Collecting information

Recent Developments in Indiana Family Law
Presented by: Paula J. Schaefer

  • Legislative update
  • Case law update
  • Current issues in family law

Obtaining and Evaluating Financial Information
Presented by: Rebecca Berfanger

  • Identifying relevant information on assets, debts, income and expenses
  • Obtaining financial information
    • Using financial information questionnaires
    • Using interrogatories, requests for production, deposition testimony, private investigators
    • Valuing assets
  • Evaluating the information you have obtained
  • Working with accountants and financial experts
  • Preparing financial statements

Assisting with Child Custody and Visitation Issues
Presented by: Kristina Jacobucci

  • Recent developments in Indiana custody law
  • Obtaining relevant information
    • Client interview, custody questionnaires, authorizations for disclosure, formal discovery
  • Working with guardian-ad-litem
  • Working with experts
  • Drafting and reviewing parenting plans

Preparing Marital Settlement Agreements
Presented by: Tonisha M. Jarrett

  • Assisting with different types of agreements
    • Property agreements
    • Child-related agreements
    • Support agreements

Handling Ethical Issues in Family Law Practice
Presented by: Jessica Lacy

  • Complying with rules of professional responsibility and ethics guidelines for attorneys and paralegals
  • Avoiding conflicts of interest
  • Maintaining client confidentiality
  • Avoiding the unauthorized practice of law
  • Working with the secretive or dishonest client
  • Handling allegations of abuse or neglect
  • Zealous (vs. over-zealous) representation
  • Fee agreements, retainers, and collection of unpaid fees

   

Webinar Instructions

All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.

Certificates of completion can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.

Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.

GoToWebinar App requirements:
Windows 7 – 10 or Mac OSX Mavericks (10.9) – macOS Catalina (10.15)

Web Browser:
The two most recent version of the following browsers:
Google Chrome, Mozilla Firefox, Apple Safari, Microsoft Edge
Internet Explorer v11 (or later) with Flash enabled.

Internet connection: Minimum of 1Mbps       Hardware: 2GB RAM or more

For more information, visit the Support section at www.gotowebinar.com

Credits

Paralegals
6.5 CLE Hours (Including 1.0 Ethics Hour)

NFPA - National Federation of Paralegal Associations
6.5 CLE Credits (Including 1.0 Ethics Credit)

 

Continuing Education Credit Information

This webinar is open to the public and is designed to qualify for 6.5 CLE hours, including 1.0 ethics hour, to paralegals and legal assistants in Indiana. Paralegal certification is not required to participate in this course.

This webinar has been submitted to The National Federation of Paralegal Associations (NFPA) for paralegal CLE accreditation, which is currently pending.

Visit this course listing at www.halfmoonseminars.org for updates on pending credits. Courses approved by the NFPA qualify for credit for ISBA paralegal members and Indiana Registered Paralegals.

Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).

On-Demand Credits

The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.

Speakers

Rebecca J. Berfanger

Solo Attorney and Mediator with RJ Berfanger Law LLC

Ms. Berfanger is an IU Robert H. McKinney School of Law adjunct professor. She teaches courses on the First Amendment and Legal Writing and Analysis for LLMs. She has also taught “Media Law and Ethics” and “News Editing” to journalism students at Ball State University for many years. Ms. Berfanger earned her MS degree from Northwestern University Medill School and her J.D. degree from Indiana University Robert H. McKinney School of Law.

Katherine ("Kate") Flood

Divorce Attorney with Flood Family Law

Katherine E. (“Kate”) Flood is a distinguished G. Kent Frandsen scholar and a cum laude graduate of the Indiana University Robert H. McKinney School of Law. As a family law lawyer, Ms. Flood has concentrated her practice on dissolution, legal separation, relocation, child custody, paternity, parenting time/visitation, spousal maintenance/alimony, and guardianships. In dissolution actions, she concentrates on child-related matters, taking a very active and engaged role when it comes to her clients and their children. Ms. Flood also places great emphasis on the financial matters that accompany divorce: analyzing, valuing, dividing, restructuing and protecting marital assets. Her experience extends to the application and drafting of prenuptial and post-nuptial agreements, protective orders, restraining orders, post-secondary education issues, and all post-dissolution matters. She is certified in Collaborative Law. Ms. Flood has a breadth of litigation experience, including representing clients at evidentiary hearings and trials before paternity courts, IV-D Support Enforcement courts, and family law courts in counties throughout central Indiana. She also has experience with alternative dispute resolution both as counsel representing clients involved in the mediation process, and as a civil mediator. In addition, Ms. Flood has co-authored appellate legal briefs submitted before the Indiana Court of Appeals. As a student of the IU McKinney School of Law, she was active within the Dean’s Tutorial Society, being selected as the Director of the One-on-One Tutoring Program during her third year. Ms. Flood was also a faculty research assistant, and served as the Spanish language translator/interpreter for the law school’s Civil Practice and Health & Human Rights Clinics. Ms. Flood holds the distinction of being named a G. Kent Frandsen scholar, and was prominently featured in the premier issue of “The McKinney Lawyer,” the Indiana University Robert H. McKinney Alumni Magazine. During law school, Ms. Flood also worked as law clerk to the Honorable Judge William Hughes of the Hamilton Superior Court, performed transactional work for the Indiana Economic Development Corporation, and she participated in a medical-legal partnership initiative with Wishard Health Services, wherein healthcare providers and legal professionals worked together to provide comprehensive patient care to low-income individuals in Indianapolis. Ms. Flood is a Butler University alumna, earning a degree in English Literature cum laude as well as a degree in Spanish with high honors. While attending Butler, she earned the Elaine Blaine Rudolph Scholarship Award, was named to Butler University’s Top 100 Students in 2006, and was inducted into a number of academic honor societies. Ms. Flood is admitted to all Indiana Courts, as well as the Northern and Southern District Courts of Indiana.

Kristina Jacobucci

Partner at Newby, Lewis, Kaminski & Jones, LLP, located in La Porte, IN

Ms. Jacobucci has practiced family law since 2004. Since her admission to the bar, she has handled various types of family law matters, including but not limited to, divorces, paternity cases, third party custody cases, guardianships, adoptions, and prenuptial negotiations, and regularly addresses issues related to legal custody, physical custody, child support, parenting time, property valuation, division of the marital estate, spousal maintenance, and other issues that arise in the context of family law. In addition to her role as an attorney in various family law matters, she has routinely served as a guardian-ad-litem in complex custody and parenting time proceedings. Ms. Jacobucci is a certified family law specialist, certified by the Family Law Certification Board, and practices exclusively in the area of family law. She has served or is serving as a board member for various non-profit organizations that provide services for families and/or children in her area, including but not limited to Dunebrook, Inc., and Stepping Stone Shelter for Women, Inc.

Tonisha M. Jarrett

Attorney with Boren, Oliver & Coffey, LLP

Ms. Jarrett is a Martinsville High School graduate who has since spent her entire professional career practicing in Morgan County. She attended Indiana University-Bloomington and Robert H. McKinney School of Law in Indianapolis. During her law school career, she spent time as an intern for the federal and public defender’s agency; earned a certificate in criminal law; and spent time teaching law and public policy to students at Shortridge High School. In 2019, Ms. Jarrett was named Top 40 Under 40 Family Law Attorney by the American Institute of Trial Lawyer as well as Top 40 Young Lawyer by the National Alliance of Women in Law. In 2018, she was named Top 40 Under 40 by the Association of American Trial Lawyers. In 2017, She was named National Ranked Top 10 Under 40 by the National Academy of Family Law Attorneys. Ms. Jarrett was selected as a Rising Stars Honoree from 2020-2023 by Super Lawyers. She focuses her work primarily in family law, guardianships, protective orders, criminal defense, and has been known for her compassion for victims of domestic violence. As one of the attorneys for Morgan County, she spends a lot of her time advocating for juvenile rights, CHINS cases, and handles numerous adoptions, both private and through the Department of Child Services. Ms. Jarrett finds her most rewarding work with adoptions and represents foster parents all over the state of Indiana. In addition to practicing law, she is a certified family law mediator and has been trained to work as a Guardian at Litem.

Jessica S. Lacy

Founder and CEO of Lacy Law Office, LLC in Indianapolis, IN

Ms. Lacy has more than 20 years of experience in family and probate law. As a trained guardian ad litem, domestic relations mediator, family law arbitrator, and parenting coordinator, she has helped many families resolve their legal problems. In 1997, Ms. Lacy earned her Bachelor of Arts degree from Hanover College, double majoring in English and Secondary Education, and her Juris Doctor from the South Carolina School of Law in 2000.

Paula J. Schaefer

Partner in the Law Firm of Ruppert & Schaefer, P.C.

Ms. Schaefer practices exclusively in the area of family law. She received her Juris Doctorate from the IU McKinney School of Law. Ms. Schaefer also has a bachelor of science degree from Ball State University in Legal Administration and an Associate Degree from Vincennes University in Paralegal Studies.She is a Certified Family Law Specialist as certified by the Family Law Certification Board. Ms. Schaefer is a member of the AFCC as well as the Indianapolis and Indiana Bar Associations and their family law sections. She currently serves on the Pro Bono Standing Committee for the IBA and was formerly chair of this Committee. Ms. Schaefer has been named as a Super Lawyer by Thomson Reuters since 2007 has been named in the top 25 Women for the past 7 years. She is also actively involved at her church and currently serves on the pastoral council.

Streamable MP4/PDF Price: $349.00

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