Agenda

Registration:                        8:00 – 8:30 am

Morning Session:                8:30 am – 12:00 pm

Lunch (On your own):         12:00 – 1:00 pm

Afternoon Session:             1:00 – 4:30 pm

Assisting with Family Law Case Intake
K. O’Keefe, D. Howe

   Effective screening and conflict checking processes
   Assisting with initial client interview
   Preparing engagement letter, opening file
   Collecting information

Preparing Pleadings and Assisting with Motion Practice
K. O’Keefe, D. Howe

   Preparing initial pleadings
   Service of process for initial pleadings
   Requesting temporary relief
   Preparing for the temporary orders hearing
   Preparing the temporary orders

Enforcing and Modifying Family Law Orders and Decrees
L. Santana, L. Mack

   Implementing divorce decrees and orders
   Preparing and filing the decree
   Preparing other necessary documents
   Enforcing judgments and orders
   Enforcing temporary orders
   Enforcing custody orders
   Enforcing support orders
   Modifying decrees and orders
   Determining which parts of a decree or order are subject to modification, deciding when to seek modification
   Assisting in modification actions

Assisting with Child Custody and Visitation Issues
S. Krueger

   Current status of custody law in Minnesota
   Obtaining relevant information
      Client interview, custody questionnaires, authorizations for disclosure, using formal discovery
   Working with guardian-ad-litem
   Working with experts
   Drafting and reviewing parenting plans

Working With Clients, Self-Represented Litigants and Opposing Counsel
T. Capistrant, J. Meyer

   Client intake methods
   Establishing and maintaining good communication with clients
   Tips for dealing with difficult clients
   Tips for working with self-represented litigants, opposing counsel and the court
   Maintaining professionalism

Handling Ethical Issues in Family Law Practice
R. Johnsen

   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

Credits

This seminar offers paralegals 6.5 CLE hours, including 1.0 ethics hour, that have been approved by the NALA and NFPA.

Continuing Education Credit Information

This seminar is open to the public and offers 6.5 CLE hours, including 1.0 ethics hour, to paralegals. The National Association of Legal Assistants and the National Federation of Paralegal Associations have each approved this seminar.

Attendance will be monitored, and attendance certificates will be available after the seminar for most individuals who complete the entire event. Attendance certificates not available at the seminar will be mailed to participants within fifteen business days.

Speakers

Traci Capistrant

John Trant, Jr. has over twenty years of strategic planning, land use, economic development, government administration and municipal management experience working in both the public and private sectors. He often works closely with local governments throughout Pennsylvania to strategically address management, planning, land development and zoning matters. Mr. Trant pulls from his experiences as a consulting expert and as a local government administrator to efficiently and effectively assist local governments. His experience with municipalities of all shapes and sizes adds the value of a broad perspective and his knowledge as a municipal administrator brings practical insight and understanding of how to successfully address challenges and implement change at the local government level. 

Denise D. Howe

Lead Paralegal with Arnold, Rodman & Kretchmer PA in Minneapolis

Ms. Howe earned her bachelor’s degree from California State University, Fullerton. She completed an ABA approved Paralegal Program at the Minnesota Paralegal Institute. Ms. Howe is a member of the Minnesota Paralegal Association and the National Federation of Paralegal Associations.

Ruta Johnsen

Attorney - Nancy Zalusky Berg, LLC

Ms. Johnsen is a family law attorney and her practice includes areas of marriage dissolution, custody and parenting time matters, child support, paternity, spousal maintenance, international family law, child in need of protection and services, termination of parental rights proceedings, and appeals. Her background in child protection and juvenile justice gives her a distinctive perspective in working with families going through a variety of family transitions such as dissolution, custody disputes and child protection proceedings. Ms. Johnsen graduated from the Mitchell Hamline School of Law where she was a recipient of the Student Award of Merit. She is admitted to practice in the state of Minnesota and Federal District Court, District of Minnesota.

Sherri L. Krueger

Partner at Krueger & Juelich, PLLC in Minnetonka

Ms. Krueger is an attorney practicing exclusively in the area of family law. As a Rule 114 qualified neutral, she provides mediation services for parties going through marriage dissolution and custody proceedings. She is committed to helping parents find good child-focused solutions to the disputes they face in their divorce and custody matters. Ms. Krueger strives to provide practical options and solutions for her clients and uses her knowledge of the law to develop plans that will help families long-term. She received her J.D. degree, cum laude, from William Mitchell College of Law and received a B.S. degree in Paralegal Studies, magna cum laude, from Winona State University.

Laurie Mack-Wagner

Mack & Santana Law Offices, P.C.

Founding Shareholder with Mack & Santana Law Offices, P.C. in MinneapolisMs. Wagner has been practicing since 1994, primarily in family law and related causes of action. She was named as a Minnesota Super Lawyer (2011-17), named on the Top 50 Women Super Lawyers List for Minnesota (2013-15, 2017), and named on the Top 100 Attorneys List for Minnesota (2017). Ms. Wagner focuses on developing creative and practical solutions for clients seeking assistance in family law matters and divorce cases. She frequently teaches at legal education seminars. Ms. Wagner is the co-author of the child support chapter in the Family Law Financial Deskbook, first edition, 2008, plus all the subsequent updates, from Minnesota CLE, and is the author of the Enforcement and Contempt chapter in the Minnesota Divorce Practice Deskbook, also from Minnesota CLE. She is the author of, “A Cup of Coffee with 10 Leading Attorneys in the United States.” Ms. Wagner is a member of the Minnesota State Bar Association, the Hennepin County Bar Association, the First District Bar Association (past president) , and the Eighth District Bar Association.

Jill Meyer

Capistrant Meyer, P.A.

Attorney with Capistrant Meyer, P.A., in MinneapolisMs. Meyer practices primarily family law and has extensive experience representing clients dealing with divorce, custody disputes, division of marital and non-marital assets, modifications of parenting time, domestic abuse, step-parent adoption, and grandparent rights. Ms. Meyer is an active member of the Minnesota State Bar Association, the Cooperative Practice Network, AFCC, and the Minnesota Women Lawyers. She regularly volunteers at the Volunteer Lawyers Network’s Hennepin County Family Law Clinic and was on the steering committee for Early Case Management in Mille Lacs County. Ms. Meyer has served as chair of the MSBA Family Law Section and Chair of the Minnesota Family Law Institute. She continues to serve on the Executive Council for the MSBA Family Law Section. Ms. Meyer holds a 10 out of 10 rating status through AVVO. She has presented previously on family law topics.

Kendal K. O’Keefe

Partner with Chestnut Cambronne

Ms. O’Keefe has been named a Minnesota Rising Star by Super Lawyers for several years. She is also an Adjunct Professor at the University of St. Thomas School of Law, where she teaches Advanced Family Law. Ms. O’Keefe has been invited to speak on a number of topics, including International Service of Process, Interstate and International Child Custody, and Establishing Child Support, among others. She also serves as co-editor of Minnesota CLE’s Divorce Practice Deskbook, a resource for family law practitioners across the state. In addition, Ms. O’Keefe serves as a board member for the Family Law League, a local non-profit organization focused on professional development and promoting collegiality among family law professionals. Her interest in and passion for helping families developed during law school when she began volunteering for Tubman, a family violence prevention organization. Ms. O’Keefe has continued her involvement with Tubman and regularly volunteers her time to Tubman’s legal clinics for self-represented litigants.

Lymari Santana

Mack & Santana Law Offices, P.C.

Shareholder with Mack & Santana Law Offices, P.C. in MinneapolisMs. Santana has been practicing law since 1994, focusing exclusively on family law litigation since 2000. She co-founded Mack & Santana Law Offices, P.C. in 2004. Before moving to Minnesota in 2000, Ms. Santana served on active duty in the U.S. Army as an attorney. She has successfully represented clients in complex high asset and high net-worth divorce cases. Ms. Santana is also experienced in effectively representing clients facing challenging and complicated custody, parenting time and financial issues. She is also a qualified mediator under Rule 114. Ms. Santana has been listed in Minnesota Super Lawyers since 2007, and speaks frequently on family law topics for continuing legal education courses. She has also co-authored and authored chapters for Minnesota CLE desk books on family law topics. Ms. Santana received a bilingual education and she speaks, reads and writes Spanish fluently.

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