Paralegal Fundamentals in California
Before undertaking any on-demand effort, you should review the rules of your licensing/certifying entity. It’s your responsibility to determine whether or not this on-demand course meets your continuing education requirements.
You must take and pass a quiz in order 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.
Videos that qualify for AIA, LACES, ASLA, or CLARB credit will require an extra week for processing.
Available approximately 1 week after the date of the live event or the date of your order, whichever is later.
To track your purchase you will need to create an account on the website using the email address used for your registration.
For most customers, the videos run like most streaming videos on the web. For videos that qualify for AIA credit there will be 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.
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.
HalfMoon will mail these materials via USPS. Please allow 2 weeks from the date of purchase to receive your product. If the live seminar is in the future, please allow 2 weeks from the date of the live seminar.
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 email@example.com
Webinar instructions will be emailed before the date of the webinar.
Please log into the webinar 15 – 30 minutes before start time.
Tuesday, June 6, 2023
8:30 am – 4:00 pm PDT (including a 30-min. break)
Basics of Law Office Management and Operation in California
Presented by Francie Skaggs, CCLS
- 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 California State Civil Litigation
Presented by Francie Skaggs, CCLS
- Types of civil matters State court vs. federal court practice
- Prerequisites for litigation
- Alternatives to litigation: mediation, arbitration, negotiation
- The civil discovery process Post-judgment matters and appeals
- Sources of Federal laws and regulations
- Sources of California laws and regulations
Legal Ethics for Paralegals
Presented by Amy Jo McGuigan, ACP, CEDS, CAS
- Attorney and paralegal ethical rules
- Specific areas of concern for legal support staff:
- Conflicts of interest
- Ex-parte communications
- Avoiding the unauthorized practice of law
- Working with clients, courts and opposing counsel
- Abiding by the protective order Best practices for redacting discovery
Assisting at Trial
Presented by Amy Jo McGuigan, ACP, CEDS, CAS
- Trial notebooks and master trial boxes
- What you can start doing the moment you get assigned a case
- that will save you time at trial
- All the things to pack!
- Trial Director vs. PowerPoint- using the better tool for the job
Document Drafting and Editing
Presented by Karin Buckley
- Legal terminology Drafting legal documents
- Editing legal documents Updating legal references
- Proofreading skills
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)
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
6.5 CLE Hours (Incl. 1.0 Ethics Hour)
National Association of Legal Assistants:
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for 6.5 CLE hours, including 1.0 legal ethics hour, for paralegals in California. HalfMoon Education is an approved Multiple Activity Provider with the State Bar of California (Provider Number 8370).
This webinar has been submitted to the National Association of Legal Assistants 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).
Karin BuckleySenior Paralegal at Van Voorhis & Sosna LLP
Ms. Buckley is the prior president of the San Francisco Bar Association Paralegal Section and continues to sit on the board. She taught family law for two semesters at San Francisco State in their paralegal program. Since obtaining her paralegal certificate from Cañada College in 2011, Ms. Buckley has worked exclusively in family law. Prior to becoming a paralegal, she taught English at middle and high schools across the country. During her free time, Ms. Buckley enjoys reading Victorian novels, trashy true crime, and taking her Golden Retriever, Jolene, on swim dates. She has presented multiple CLEs over the years, mostly focusing on discovery.
Amy Jo McGuigan, ACP, CAS, CEDSSenior Paralegal at Swanson & McNamara LLP
Amy McGuigan is a trial and appellate law firm specializing in high-stakes criminal, civil, and regulatory defense and internal investigations. Prior to joining Swanson & McNamara, Ms. McGuigan worked for the Federal Public Defender in the Northern District of California for 15 years where she assisted in several trials including four complex death penalty cases, one of which resulted in an acquittal. She is a certified eDiscovery specialist holding multiple ACEDS eDiscovery Certifications, as well as certifications in CMFF Cellebrite Mobile Forensic Fundamentals, digital forensics, and has over 21 hours of digital forensic training in FTK. Ms. McGuigan is the acting president of San Francisco Paralegal Association, Chair of the SF Bar Paralegal Section, and the Director of the SF Chapter of Women in eDiscovery. When she isn’t working, she enjoys spending time crafting and hanging out with her four dogs. She will be presenting at the NALA Boston conference in July, on Ethical Considerations in Criminal Law Cases, Text and Smartphone Evidence for Paralegals: How to Identify, Preserve, Collect, and Produce and Assisting at Trial.
Francie Skaggs, CCLSLitigation Secretary at San Francisco-based law firm, Coblentz Patch Duffy and Bass LLP
Ms. Skaggs serves as the President of San Francisco Legal Professionals Association (SFLPA) and has served the SFLPA Board consecutively for the last 10 years. She also serves on the Continuing Education Committee as the Webinar Co-Chair for Legal Professionals, Inc. (LPI) where she arranges and moderates continuing legal educational webinars with a dynamic team. Ms. Skaggs is working on the Summer Court Series where courtroom clerks in both federal and state courts all over California present for one hour two to three times per month. When serving as the SFLPA Education Chair, she organized a three-day Legal Professionals Workshop at San Francisco State University, which allowed all levels of legal secretaries and paralegals to earn a certificate showing that they completed the class. Ms. Skaggs has presented on a panel with an attorney about the California Rules v. the Local Rules of the Court in the presentation, “Cracking the Code,” as well as on a panel of attorneys and a paralegal at the Bar Association of San Francisco Paralegal Section called “50 Days to Trial.” She is a Bay Area native and earned her bachelor’s degree with a major in English and a minor in Political Science from the California State University, East Bay, where she returned several years later to obtain her Paralegal Certificate. Ms. Skaggs is committed to continuing education and enjoys being a part of any organization with the commitment to supporting that cause. She recently studied for, and successfully passed, the intense 8-hour exam to become a California Certified Legal Secretary (CCLS) in 2019 and is honored to add those four initials at the end of her name. Ms. Skaggs looks forward to continuing her passion through learning, teaching, or mentoring others while contributing to their personal growth and success.