Agenda

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

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

Log into Webinar
8:00 – 8:30 am EDT
Morning Session
8:30 am – 12:00 pm EDT
Break
12:00 – 12:30 pm EDT
Afternoon Session
12:30 – 4:15 pm EDT

 

Agenda
Assisting with Family Law Case Intake                     S. Smith
Performing conflicts checks
Assisting with initial client interview
Preparing engagement letter, opening file
Collecting information

Obtaining and Evaluating Financial Information                      F. Miller, S. Smith
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

Preparing Pleadings and Assisting with Motion Practice                     A. Friedman
Preparing initial pleadings
Requesting temporary relief
Preparing for the temporary orders hearing
Preparing the temporary orders

Assisting with Child Custody and Visitation Issues                     N. Kellman
Obtaining relevant information
Working with the Attorney for the Child
Working with the Guardian-Ad-Litem
Preparation for a forensic evaluation
• Authorizations
• Inventories of documents sent and received
• Working with your own expert

Enforcing and Modifying Family Law Orders and Decrees                     N.Kellman
Implementing divorce decrees and orders
• Preparing and filing the decree
• Preparing other necessary documents
• Enforcing judgments and 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

Working with Divorce Clients and Opposing Counsel                     N. Kellman
Establishing and maintaining good communication with clients
Methods of communication and contents of communications
Guidelines for responding to client communications
Working with difficult clients
Working with the courts and opposing counsel
Maintaining professionalism

Handling Ethical Issues in Family Law Practice                  N. Kellman
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
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.

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

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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
6.75 NALA CLE Hours (1.0 Ethics)
6.5 NFPA CLE Hours (1.0 Ethics)

 

Continuing Education Credit Information
This webinar is open to the public and offers 6.5/6.75 CLE
hours, including 1.0 ethics hour, to New York paralegals.

The National Association of Legal Assistants has approved
this program for 6.75 CLE hours, including 1.0 ethics hour,
and the National Federation of Paralegal Associations has
approved this program for 6.5 CLE hours, including 1.0 ethics
hour.

Completion certificates will be awarded to participants
who complete this event, respond to prompts, and earn a
passing score (80%) on the quiz that follows the presentation
(multiple attempts allowed).

Speakers

Andrea Friedman

Friedman & Friedman PLLC, Attorneys at Law

In her ten years at the firm, Ms. Friedman has distinguished herself as a leader in the area of matrimonial and family law. She has developed a well-respected reputation for her aggressive attitude humbled by her compassionate disposition. Ms. Friedman focuses her practice on preparation, insight into the law and advocacy for her clients. Practicing side-by-side with Sari M. Friedman, she handles all areas of matrimonial and family law from inception through trial. Ms. Friedman is a named partner at Friedman & Friedman PLLC, Attorneys at Law. Friedman joined Friedman & Friedman PLLC, Attorneys at Law, as an associate in September 2008, after receiving her J.D. degree from Hofstra University Law School, and a B.A. degree from George Washington University.

Nancy D. Kellman

Ms. Kellman focuses her practice on matrimonial law, including issues of divorce, child custody, child support, spousal support, property division, pre and postnuptial agreements, relocation issues, and more. She represented clients in New York, Westchester, Rockland, Dutchess, and Putnam Counties. Clients benefit from her long experience as a litigator in the Westchester County family and divorce courts, and her ability to help clients negotiate beneficial settlements through alternative dispute resolution (ADR), mediation, and collaborative divorce strategies. She is committed to securing fair settlements by prioritizing communication between opposing parties. She has addressed issues of child support, international child custody disputes, child abduction, alimony, property division, prenuptial and postnuptial agreements, and the Hague Convention. Ms. Kellman is a fellow in the American Academy of Matrimonial Lawyers, co-chairs its AAML-AFCC committee which plans conferences on issues of children and custody disputes in the court system, and sits on the Board of Governors of the New York Chapter. She is a member and serves on the New York State Bar Association’s Executive Committee and the Westchester County Bar Association Family Law Section. She also is a member of the White Plains Bar Association and New York State Council on Divorce Mediation. In addition to her practice, Ms. Kellman is a frequent speaker at professional conferences and seminars. She has authored multiple articles, received legal honors, and is a recipient of the Pace University School of Law Pioneer of Justice and Equality for Women and Law award.

Faith Miller

Miller Zeiderman, LLP

Ms. Miller is one of New York’s most preeminent and well known matrimonial and family law attorneys. She has represented both adults and children in high-profile cases presenting some of the most complex financial and custodial issues. That nationally prominent individuals have chosen to rely upon her legal skills and acumen reflects her 35 years of experience and her recognized dedication to serving the best interests of her clients. She has been consistently recognized as a Super Lawyer by the New York Law Journal and as a Lawyer of Distinction. Ms. Miller is a founding member of the American Academy of Certified Financial Litigators, a Certified Divorce Financial Analyst and a Special Master Mediator for the Appellate Division, Second Department. Ms. Miller provides legal representation on all matrimonial and family law issues, including equitable distribution, child support and spousal maintenance, financial issues, domestic violence, child custody, abuse, neglect, international custody proceedings and pre-nuptial and post-nuptial agreements. In addition to her legal practice, Ms. Miller has served on numerous court and professional committees. She and is a founding member of the Westchester County Law Guardian Association, and she was the treasurer and an executive board member of the Justice Brandeis Law Society. She is a member of the Family Law Sections of both the New York State and Westchester County Bar Associations and has participated as a lecturer and panelist in continuing legal education programs. In 2021, Ms. Miller was appointed to the New York State Matrimonial Practice Advisory and Rules Committee. Ms. Miller obtained her legal education at Fordham University School of Law and at the State University of New York, Buffalo Law School, which awarded her a Juris Doctor degree in 1980. She holds a Bachelor of Arts degree from Indiana University, where she studied Near Eastern languages and literature.

Sheila Smith

Senior Paralegal, Miller Zeiderman LLP

Ms. Smith is a paralegal who has been working exclusively in matrimonial law since 2012; she joined Miller Zeiderman LLP in 2016. Ms. Smith is a Certified Divorce Financial Paralegal, American Academy of Certified Financial Litigators. She has a particular focus on financial discovery and analysis, including detailed records review, separate property tracing, spending patterns, hidden income and accounts, deposition outlines and preparation, and marital estate charts. Ms. Smith holds a Bachelor of Arts degree from Fairfield University, where she studied political science and philosophy.