Fundamentals of Legal Assisting in Florida
DISCLAIMER
Before undertaking any on-demand effort, you should review the rules of your licensing/certifying entity.
It’s your responsibility to determine whether this on-demand course meets your continuing education requirements.
You must take and pass a quiz to receive credit. You can take the quiz as many times as needed and there is no time limit on the quiz.
Once the quiz is completed, you will be asked to download your certificate.
**Any on-demand programs that qualify for AIA or LACES credit will require an additional 2 business weeks for processing.
**AIA credit is not available in USB format.
Streamable MP4/PDF
You will receive an automated email letting you know when your On-Demand package is available approximately 3 business days after the date of the live event or the date of your order, whichever is later. This email will contain links to the video recording, materials, and program quiz.
To track your purchase, you will need to create an account on the website using the email address used for your registration.
For AIA requirements only, the on-demand recording will have occasional question prompts that will not allow the video to progress unless they are answered, and you will not be able to skip forward while watching the video.
Please note, if you attempt to resume watching the video on a separate device, your progress will not be saved.
Click the link which appears at the end of the video to be taken to the course quiz.
You will have unlimited access to the on-demand video recording, and it will never expire.
**Any streamable on-demand programs that qualify for AIA or LACES credit will require an additional 2 business weeks for processing.
USB MP4/PDF
HalfMoon will mail these materials via USPS.
USB orders ship approximately 3 business days after the program takes place or after the order is placed, whichever date is later. Please allow an additional 7-10 business days for shipping.
The link to the quiz will be available in a PDF in your USB drive marked QUIZ.
HalfMoon will contact you and issue a full refund if the product you ordered is not available. However, refunds will not be issued if completion certificates are requested.
Please contact HalfMoon Education if you have any questions during the process of taking this course. (715) 835-5900 or qchapman@halfmoonseminars.org
**Any USB on-demand programs that qualify for LACES credit will require an additional 2 business weeks for processing.
**AIA credit is not available in USB format.
Agenda
Webinar instructions will be emailed before the date of the webinar.
Please log into the webinar 15 – 30 minutes before start time.
Wednesday, March 22, 2023
8:30 AM – 4:00 PM EDT (including a 30-min. break)
Basics of Law Office Management and Operation in Florida
Presented by: Ilena Alvarez
- Law office organization
- Staff roles and responsibilities
- Awareness of attorney regulation and ethics rules
- Managing contacts with potential clients and other law firms
- Participating in client intake process
- Creating, organizing and maintaining files
- Client communications
- Client billing and accounting practices
Basics of Florida State Civil Litigation
Presented by: Nancy L. Jordahl
- Types of civil matters
- State court vs. federal court practice
- Prerequisites for litigation
- Alternatives to litigation: mediation, arbitration, negotiation
- The civil discovery process Preparing for trial
- Civil trials
- Post-judgment matters and appeals
Legal Ethics for Legal Assistants
Presented by: Nancy L. Jordahl
- Attorney and paralegal ethical rules
- Specific areas of concern for legal support staff:
- Conflicts of interest
- Confidentiality
- Ex-parte communications
- Avoiding the unauthorized practice of law
- Working with clients, courts and opposing counsel
Locating Sources of Florida Law
Presented by: Laura M. Reich
- Sources of Federal laws and regulations
- Sources of Florida laws and regulations
- Finding case law
- Using secondary sources
- Evaluating sources and information obtained
Document Drafting and Editing
Presented by: Laura M. Reich
- Legal terminology
- Drafting legal documents
- Editing legal documents
- Updating legal references
- Proofreading skills
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 (1.0 Ethics Hour)
NALA
6.0 Qualified CLE Hours (Including 1.0 Ethics Hour)
NFPA
Pending
Continuing Education Credit Information
This webinar is open to the public and offers 6.5 CLE hours to paralegals. Paralegal certification is not required to participate in this webinar.
This webinar has been approved by the National Association of Legal Assistants (NALA) for 6.5 qualified CLE hours, including 5.5 substantive CLE hours and 1.0 legal ethics CLE hour.
This webinar has been submitted to the National Federation of Paralegal Associations (NFPA) for accreditation which is currently pending.
Visit this course listing at www.halfmoonseminars.org for updates on pending credits. Completion certificates will be awarded to participants who complete this event and earn a passing score (80%) on the quiz that follows the presentation (multiple attempts allowed).
Speakers
Ilena Alvarez, Esq., LL.M
Managing Partner of The Law Firm of Ilena Alvarez, P.A.Ilena Alvarez is managing partner at The Law Firm of Ilena Alvarez, P.A. She graduated from Thomas M. Cooley Law at Western Michigan University with a J.D. degree and an LL.M. degree in Taxation. Her focus of practice consists of estate planning, business planning, guardianships, and probate. She manages her own firm, while teaching paralegals and business majors. Mrs. Alvarez teaches Probate and Introduction to Law in the Paralegal Program at Florida Atlantic University.
Nancy L. Jordahl, ACP, FRP, FCP
Litigation Paralegal at Weinberg Wheeler Hudgins Gunn & DialNancy L. Jordahl is a litigation paralegal at Weinberg Wheeler Hudgins Gunn & Dial. Ms. Jordahl is CLE Chair and immediate past-President of the Central Florida Paralegal Association (CFPA), and Secretary/Treasurer for the Paralegal Section of the Orange County Bar Association (OCBA). She is a member of the Florida Registered Paralegal (FRP) Enrichment Committee. She authored two chapters of the 2019 NALA Certified Paralegal Exam Fundamentals book (Torts and Clarity of Expression).
Laura M. Reich
Partner at Harper MeyerLaura M. Reich is a partner in Harper Meyer’s Litigation and Arbitration Group, as well as its Art and Entertainment Law Group and its international law practice. Ms. Reich also serves as an adjunct professor at Florida International University School of Law and instructs paralegals at Florida Atlantic University. She is the current Editor-in-Chief of International Law Quarterly, a publication of the International Law Section of The Florida Bar.