Civil Litigation Skills for Paralegals
Agenda
Registration: 8:00 – 8:30 am
Morning Session: 8:30 – 11:45 am
Lunch (On your own): 11:45 am – 12:45 pm
Afternoon Session: 12:45 – 4:30 pm
Complying with Rules of Professional Conduct and Ethics during Litigation
Duty to preserve client confidences
Duty to keep clients fully informed
Duty to be diligent
Duties of truthfulness, candor and full disclosure
Obtaining and Managing Evidence
What evidence is
Obtaining and preserving evidence
• Documentary evidence
• Reports and expert opinion
• Physical evidence
• Demonstrative evidence
Rules for admissibility of evidence
Managing evidence
Discovering and Managing Electronic Evidence
Identifying types of electronic evidence
Understanding hardware, software, data storage, encryption, metadata
Rules governing data storage and protection
Rules governing discovery of electronic evidence
Discovering electronic evidence
Working with forensic technologists
Assisting with Formal Discovery
Understanding the purposes of discovery
Drafting discovery documents
• Interrogatories
• Requests for production
• Requests for admission
Responding to discovery requests
Participating in motions to compel
Managing and organizing discovered information
Credits
North Carolina Certified Paralegals
6.5 CLE Hours (1.0 Ethics)
NALA Certified Paralegals
6.5 CLE Hours (1.0 Ethics)
NFPA Certified Paralegals
6.5 CLE Hours (1.0 Ethics)
Continuing Education Credit Information
This seminar is open to the public. The North Carolina State Bar Paralegal – Paralegal Certification as approved for this course for 5.5 general CLE hours and 1.0 ethics hour.
The National Association of Legal Assistants and the National Federation of Paralegal Associations have each approved this program for 6.5 CLE hours, including 1.0 ethics hour.
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
Marc. Eppley
Adjunct Professor at South University in High Point, NCMr. Eppley serves as an adjunct professor of legal studies at South University and is a self-employed general practitioner since 2013. Previously he worked in a small civil business firm for 17 years, first as a paralegal and later as an attorney. Mr. Eppley received his B.A. degree from University ofNorth Carolina at Chapel Hill, his M.P.A. degree from University of North Florida, and his J.D. degree from Wake Forest University School of Law where he served as a teaching assistant and tutor for legal research and writing.
Tom Hicks
Attorney at LawMr. Hicks is a California water law, real property, and conservation attorney who represents a variety of public interest organizations, landowners, and others on select public policy, transactional, administrative, regulatory, and litigation matters. Before law school, he was an energy and water policy analyst at the Natural Heritage Institute and the founder and executive director of the Headwaters Institute. He has interned at the San Francisco Office of the City Attorney, California State Water Resources Control Board, and American Rivers. Mr. Hicks founded and chaired the inaugural California Water Law Symposium sponsored by leading northern California law schools and is a Board member. He is the author of the Water Education Foundation’s 2020 Layperson’s Guide to Water Rights Law, recognized as the most thorough explanation of California water rights law available to non-lawyers. He is a former whitewater raft guide, kayaker, and Colorado Outward Bound School instructor. Mr. Hicks holds a J.D. degree from the University of San Francisco School of Law and a B.A. degree from the University of Vermont.
Tamara Theriot
Womble Carlyle Sandridge & RiceResearch Analyst Paralegal at Womble Carlyle Sandridge & RiceMs. Theriot is a senior research analyst at Womble Carlyle Sandridge & Rice LLP in Winston-Salem, where she has served as project manager on national cases. She has significant experience with large-scale document productions as well as with using the latest technologies and platforms available for electronic discovery review. Ms. Theriot has more than 30 years of legal experience, including eight years of office management and more than 20 years of direct experience in business and products liability litigation.Ms. Theriot received her Associate in Arts degree at Valencia College. She is a North Carolina State certified paralegal.