iap network first quarter 2013 iap networkidahoparalegals.org/resources/2013 february iap...

I A P N E T W O R K F i r s t Q u a r t e r 2 0 1 3

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I N T H I S I S S U E . . .

2012-2013 Board

Members

3

Highway

Construction Law

5

Mechanic’s Liens -

Improper

Notarization

11

Upcoming Events 14

F I R S T Q U A R T E R 2 0 1 3 I D A H O A S S O C I A T I O N O F P A R A L E G A L S

"IAP Network" is published

quarterly by the Idaho

Association of Paralegals,

Inc. and is provided as a

service to all members.

Articles and submissions

are welcome.

Opinions expressed in this

publication are those of

the authors and do not

necessarily represent the

opinions of the association

or its members.

Idaho Association of Paralegals, Inc. P.O. Box 1254

Boise, ID 83701 www.idahoparalegals.org

President’s Message By Beth Rountree

I would like to wish all of you a very Happy New Year and express my gratitude for the opportunity to serve this association as your President in 2013. The new IAP board is a very talented, enthusiastic group of women that I am proud to serve with. We are preparing for the year ahead and using your opinions from the Directional Survey responses from the Annual Meeting and Fall Seminar as our guide.

When IAP has its election of officers, the membership is presented with a slate and biographies of the candidates seeking leadership positions. A few members of the current board, including me, were nominated at the Annual Meeting rather than through the typical process. I would like to introduce those board members to you, so you may get to know us better.

Shannon Menard has been a member of IAP since 1995 and is currently serving as the Vice President of Policy and Public Affairs. Shannon is not new to Board experience and has previously served as the VP of Education and as a Board Advisor. Shannon has just made a transition with other members of her firm to help found Andersen Banducci PLLC after almost 13 years as a litigation paralegal at Holland & Hart. Shannon has a Bachelor’s degree and a paralegal certificate from Boise State University.

Kim Schwisow joined IAP in 1999 and is currently serving as the Vice President of Education. Kim has a Bachelor’s degree and paralegal certificate from Boise State University. Kim began her career in a corporate setting at Boise Cascade, then at DBSI Group of Companies. Kim served on the IAP Board and served as an adjunct instructor in the BSU Paralegal Studies Program. In 2005, Kim joined Murphy Law Office where she enjoyed a part time schedule while she had her two children. A year ago, Kim moved to AMRESCO Group of Companies as a real estate

IAP Network


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paralegal.

Lisa Warren is currently serving as the Secretary for IAP. Lisa joined IAP in 2009 and has a Bachelor’s degree and a paralegal certificate from Boise State University. Lisa works for the Attorney General’s office in the Medicaid Division. Lisa previously served on the IAP Board as Secretary. Lisa has had the experience of moving around the country for her husband’s career and was able to find paralegal positions in Buffalo, NY, Pittsburgh, PA and Atlanta, GA! Fortunately for us, Lisa found her way back to Boise and back onto the IAP Board for 2013.

I am Beth Rountree and I joined IAP in 1996. I have a Bachelor’s degree and a paralegal certificate from Boise State University. I served on the board for many years as President, VP of Education and VP of Membership. I also served on the Advisory Board for BSU’s Paralegal Studies Program and was an adjunct instructor in the program. My career has come full circle: I started my career in a law firm, went to the Attorney General’s office, then to Albertsons, Inc. and back to private practice to work part time at Murphy Law Office – for 9½ years! In November 2011, I joined Cantrill Skinner Lewis Casey & Sorensen, LLP. I have many close friends in IAP and believe my membership enhances my career and allows me to network in many different ways.

Many of you already know the members that are continuing from last year’s Board: Lesa Thomas, our VP of Membership, Sara Gronberg as National Affairs Representative, BryonAnn Green as Treasurer and Board Advisors Bernice Myles and Maryann Duncan. We are privileged to have such dedicated volunteers to help direct and grow our organization.

I look forward to the upcoming events, including next month’s CLE at Tucker to learn more about

the different ways to utilize realtime transcription during a deposition. Mark your calendars for a CLE in Jackpot, Nevada, tentatively set for May 3, 2013!

Last, but not least, we would like to thank those members who brought new books for the City Light Home for Women and Children to our Holiday event in December. We collected over three dozen new books, from infant books to chapter books, for City Light. I hope that our small gift will make a difference to a needy family. I delivered them to City Light along with the following letter on behalf of IAP:

City Light Home for Women and Children Jean Lockhart, Director 1403 W. Jefferson Boise, ID 83702

Dear Ms. Lockhart,

On behalf of the Idaho Association of Paralegals, we are presenting children’s books for the library at the City Light shelter. These books were donated by our members and guests at our annual Holiday event. Thank you for all your work to improve the lives of women and children. We wish you and your organization a very Merry Christmas and prosperous New Year.

Sincerely, Beth Rountree, President

Thank you again for your generosity. I look forward to serving as your President in 2013!

President’s Message - cont’d.


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At the January 14, 2013, board meeting, the board approved Colleen Young’s application for Active-Status Pending membership. Colleen is currently working remotely for Gunderson, Palmer, Nelson & Ashmore, LLP as a Senior Paralegal, Probate and Trust Specialist and has over 20 years of legal experience. Colleen attended South Dakota School of Mines and Technology and received her Associates of Arts in Paralegal studies from Western Dakota Technical Institute. The board is excited to welcome Colleen as a new member.

IAP currently has 50 members: 46 Active members, 2 Active Status Pending members, 0 Student members, 1 Retired member and 1 Supporting member.

As a reminder, all Active and Active Status Pending members are required to obtain at least six hours of continuing legal education each fiscal year (October 1 to September 30). If you have attended non-IAP-sponsored CLEs, please remember to fill out the CLE form that can be found on the IAP website (www.idahoparalegals.org) prior to submitting the CLE materials to IAP for credit. You can e-mail your completed CLE information at any time during the year to [email protected]. Furthermore, IAP Bylaws require CLE forms to be submitted with proper documentation to receive credit.

Lastly, please remember to let me know if you have a change of address, e-mail address, employer or telephone number to ensure that you continue to receive IAP news, seminar information and job bank notifications.

Membership News By Lesa D. Thomas, Vice President

of Membership


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We see the orange barrels and the warning signs of “Construction ahead for the next 5 miles”, cautioning travelers to be safe in construction zones.

I started with the Idaho Transportation Department in the fall of 2005 when the construction season was winding down for the winter. I quickly realized how little I knew about highway construction contracts. I had the customary contract law in my paralegal classes and I thought government contracts are pretty specific. However, like civilian contracts, government contracts may also have some ambiguities. A highway/road construction contract provides the specifications and requirements of the project and the timeline from start to finish, but each person has their own interpretation.

GOVERNMENT HIGHWAY CONTRACT: A government road construction contract is created by a state transportation department or a local

highway municipality providing the where, when and what of a road project. I like to think of a contract as an onion, the tunic, which holds all the smaller layers; sometimes one is lucky to have lateral bulbs contained within the same onion. The tunic layer is where we have the federal level, starting with the U.S. Department of Transportation (US DOT) and an underlying thicker single layer, the Federal Highway Administration (FHWA).

Federal Regulations include Title 49, United States Code – Transportation and includes sections for: Transportation Programs Interstate Transportation Rail Programs Motor Vehicle and Driver Programs Aviation Programs and Pipelines

Title 23, United States Code – Highways and includes sections for:

FHWA and Federal Highway Traffic Safety.

Highway Construction Law By Lisa Hoag

DID YOU KNOW?

The U.S. Transportation Department was housed under the Department of Commerce until Congress created the US DOT on October 15, 1966. The present US DOT secretary is Ray LaHood. To learn more about US DOT please click on the following link: http://www.dot.gov/.

For an informational table providing subjective contract administration regulations please click on the following link to FHWA. http://www.fhwa.dot.gov/programadmin/contracts/tabover.cfm


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The FHWA is divided into regions and is charged with assisting state and local governments in developing and building projects.

The next layer of the onion contains the state statutes. There are very few state statutes that discuss highway contracts and appropriations which are mostly contained in Title 40 – Highways and Bridges.

The next layers, as I like to describe as the first of the twin bulbs contains the multiple manuals at the Idaho Transportation Department (ITD) to discuss everything from construction specifications to traffic management. Here is a list the ITD maintains:

2012 Standard Specification for Highway Construction Constructability Review Guidelines Contract Administration Manual Contract Time Determination Manual Maintenance Manual Materials Manual Pavement Rating Manual ITD Pipe materials Selection & Specification Procedures Quality Assurance Manual Traffic Signal Controller & ITS Equipment Specifications

The other lateral bulb contains the local highway districts, such as Ada County Highway District or Lakes Highway

District. The local jurisdictions have policy manuals to follow as well as advisory committees to help set policies for road projects. If a project has to involve some business developers or home owner associations, this creates a smaller bulb, where the developers need to comply with local ordinances and zoning requirements; because these roads are donated to and maintained by the local highway jurisdictions.

CONTRACTOR RESOURCES:

To assist a contractor who wants to bid for a project they may consult someone at any one of the layers. They also can look at the different treatises that provide opinions for government highway construction. Treatises include:

Government Contracts Construction Law Library Construction Law Digests Design-Build Contracting Handbook Government Contract Awards: Negotiation & Sealed Bidding Government Contract Changes Government Contract Compliance Handbook Government Contract Costs & Pricing Government Contract Guidebook Government Contracts Under the Federal Acquisition Regulation Model Code for Public Infrastructure Procurement

Highway - cont’d.

DID YOU KNOW? In 1974 the Department of Highways became the Idaho Transportation Depart-ment. Idaho is the only state in the union that has a Transportation Depart-ment and not a Department of Transportation. 1974 Idaho Session Law Ch40 at 1072


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Model Procurement Code for State & Local Governments There are also different organizations, such as: The Transportation Research Board (TRB) whose mission is to promote innovation and progress in transportation through

research. In an objective and interdisciplinary setting, TRB facilitates the sharing of information on transportation practice and policy by researchers and practitioners; stimulates research and offers research management services that promote technical excellence; provide expert advice on transportation policy and programs; and disseminates research results broadly and encouraged their implementation. http://www.trb.org/Main/Home.aspx

or

American Association of State Highway and Transportation Officials (AASHTO) which is a nonprofit, nonpartisan association representing highway and transportation departments in the 50 states, the District of Columbia, and Puerto Rico. It represents all five transportation modes: air, highways, public transportation, rail, and water. Its primary goal is to foster the development, operation, and maintenance of an integrated national transportation system.

http://www.transportation.org/Pages/default.aspx

The government highway contract has many layers to consider as one sees a road project progress from design, examining

environmental conditions, conducting public meetings, developing a contract, sending out for bids, awarding to a bidder and the execution of the project from start to finish.

Now as I go down the road and I see the orange barrels and construction signs I have a better understanding of what all the basic parts of a road construction contract contains or where a contractor may go for assistance in bidding for a road project.

***************************************

Resources: 1974 Idaho Session Laws, published by authority of the Secretary of State, Pete T. Cenarrusa. American Association of State Highway and Transportation Officials (AASHTO); http://www.transportation.org/Pages/default.aspx accessed on 12/15/12. Idaho Transportation Department; http://www.itd.idaho.gov accessed on 12/15/12. Federal Highway Administration; http://www.fhwa.dot.gov accessed on 12/15/12. Transportation Research Board (TRB); http://www.trb.org/Main/Home.aspx accessed on 12/15/12. U.S. Department of Transportation; http://www.dot.gov/ accessed on 12/15/12.

Highway - cont’d.

Did you know? The Idaho Transportation Department’s Disadvantage Business Enterprise Program, as described in 49 CFR 26, was established to have equal opportunity for participation in US DOT-assisted contracts? To learn more about this program click on the following link: www.itd.idaho.gov/civil/overview.htm


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WIN

MO

VIE

TIC

KETS

This Issue’s Trivia Question: 1) What does Idaho Code Section 45-

507(4) require? 2) Claim of Lien filings require what? 3) When was the US DOT created?

Two movie tickets to the first IAP member who emails Shannon Menard, [email protected] with the correct answer.


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PLEASE JOIN US for the

Idaho Association of Paralegals

FEBRUARY CLE

Depositions using Realtime Wirelessly**

**Bring your ipad if you have one

Thursday, February 21, 2013 from 12 to 1 pm at

Tucker and Associates

605 Fort Street, Boise, ID 83702

Pizza will be provided by IAP

There is no cost to attend, but please R.S.V.P. by Wednesday, February 20 to

[email protected]


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Freedom is never more than one generation away from

extinction. We didn’t pass it to our children in the

bloodstream. It must be fought for, protected, and

handed on for them to do the same.

- Ronald Reagan


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Mechanic’s Liens - Improper Notarization By Teresa Turner

If you routinely file or defend against mechanic’s liens in Idaho, you need to be aware of a recent decision by the Idaho Supreme Court in which a lien was invalidated for having an improper notarization: First Federal Savings Bank of Twin Falls v. Riedesel Engineering, Inc., 2012 WL 4055357 (September 14, 2012). Case link: http://www.isc.idaho.gov/opinions/correction%20copy.pdf In Idaho, a mechanic’s lien may be filed against real property when a contractor provides services or materials to improve the real property for which payment is owed. The lien form is called a Claim of Lien, and the authority and process for filing such liens is set forth in Idaho Code Title 45 Chapter 5. Mechanic’s liens can be foreclosed judicially, as with mortgages.

In the case cited above, First Federal Savings Bank had been granted and recorded two mortgages against real property, and it sued to foreclose them after the borrower defaulted. Riedesel Engineering had recorded a mechanic’s lien against the same property and filed a counterclaim, cross-claim, and third-party claim to foreclose its lien. The district court ruled in favor of Riedesel Engineering as to lien priority and validity, but the Idaho Supreme Court reversed that decision.

Idaho Code Section 45-507(4) requires that a Claim of Lien “must be verified by the oath of the claimant, his agent or attorney, to the effect that the affiant believes the same to be just.” In the lien filed in the First Federal Savings Bank case, the notary certificate did not satisfy the requirement of Section 45-507(4) because the notary “did not certify that [the affiant] was sworn before the notary.” The notary only certified that the affiant was the person who signed the Claim of Lien. In other words, the notary executed an acknowledgment rather than a jurat. The Supreme Court held that the acknowledgment in the particular lien did not satisfy the verification requirement, and the Claim of Lien was therefore invalid. Were it not for the improper notarization of the Claim of Lien, the lien claimant could have prevailed in priority over the first

mortgage filed by First Federal Savings Bank. The unfortunate result for the claimant was that no recovery could be made from the improved property.

To properly notarize a sworn statement, the verification portion of a Claim of Lien must include the words: “SUBSCRIBED AND SWORN to before [the notary]” or “signed and sworn to before me [the notary].” However, the Supreme Court did not hold that a mechanic’s lien cannot or should not include an acknowledgment for recording purposes. This is important because Idaho Code Section 55-805 requires that “[b]efore an instrument may be recorded, unless it is otherwise expressly provided, its execution must be acknowledged by the person executing it, or if executed by a corporation, by its president or vice president, or secretary or assistant secretary, or other person executing the same on behalf of the corporation . . . or if executed in a partnership name, by one (1) or more of the partners who subscribed the partnership name thereto, or if executed by a limited liability company, by the manager, member or other person executing the same on behalf of the limited liability company, or the execution must be proved and the acknowledgment or proof, certified in substantially the manner prescribed by chapter 7, title 55, Idaho Code . . . .”

Claim of Lien filings require both the verification and acknowledgment because they serve two different purposes. The verification says – I read this and it’s true, and it was signed under oath by someone with authority to administer oaths. The acknowledgment says – this person is who they say they are. The best practice is to include both the jurat and the acknowledgment in every Claim of Lien filing.


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I predict future happiness for Americans if they can prevent the government from

wasting the labors of the people under the pretense of taking care of them.

~Thomas Jefferson


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Faith is taking the first step even when you don’t see the whole

staircase. ~Martin Luther King, Jr.

Upcoming Events By Sara Gronberg, National Affairs Representative

Welcome to a new year, with new opportunities, new education, new networking prospects, and new challenges. As your National Affairs Representative, I hope to bring you news from around the nation…news about laws and regulations that affect us all, news about crimes involving paralegals (so we learn what NOT to do), news about developing software and technology, and news about the latest trends regarding paralegals. Please let know if there are any topics you are interested in and I will do some research.

Upcoming national paralegal events include:

1) The 2013 Joint Conference – Regulation/ Leadership/ Certification April 19-21st in New Orleans. The Regulation portion of the conference includes topics such as “Regulation Update” and “Lobbyists: How Can They Help?” The Leadership Conference includes topics such as “Developing Your Own Leadership Style, and Potential” and “Using Social Media to Engage and Retain Your Membership.” In addition, the Certification portion of the conference discuss the PACE exam and what it can do for your career.

2) The National Federation of Paralegal Associations is hosting its annual convention in Hartford, CT October 3-6, 2013. Check www.paralegals.org for updates.

If anyone is planning to attend these events, will you please let me know.

I look forward to another year on the Board and to serve the IAP membership.


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A flower cannot blossom

without sunshine, and man

cannot live without love. `Max Muller


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BOARD MEMBERS

2012-2013

BETH ROUNTREE, PRESIDENT [email protected] 208-344-8035

SHANNON MENARD, VP OF POLICY & PUBLIC AFFAIRS [email protected] 208-342-4411

KIMBERLY SCHWISOW, VP OF EDUCATION [email protected] 208-333-2019

LESA D. THOMAS, VP OF MEMBERSHIP [email protected] 208-331-4382

LISA M. WARREN, SECRETARY [email protected] 208-332-7964

BRYONANN GREEN, TREASURER [email protected] 208-344-8900

SARA GRONBERG, NATIONAL AFFAIRS REPRESENTATIVE [email protected] 208-562-4890

BERNICE MYLES, HISTORIAN & BOARD ADVISOR [email protected] 208-334-4520

MARYANN DUNCAN, BOARD ADVISOR [email protected] 208-343-3834

IAP Board meetings are held monthly and are open to all members. The Board welcomes your comments, ideas and

suggestions. Please call any of us at the above phone numbers.

IAP regularly emails job opportunity announcements to

IAP members. For additional job opportunities,

check the Idaho State Bar’s website at http://

www2.state.id.us/isb/job_announce/

announcements.cfm

Keep love in your heart. A life without it

is like a sunless garden when the flowers are dead.

~Oscar Wilde


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Better to remain silent and be thought a fool than to speak out

and remove all doubt. ~ Abraham Lincoln


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Seminar/Presentation Name: Given by: Type: Date: Damages in Personal Injury NBI Live Video Webcast February 7, 2013

Real Property in Probate NBI Live Teleconference February 7, 2013

Insurance Exchanges: How They Work, What They Change NBI Live Teleconference February 7, 2013

The Busy Attorney's Toolkit to "Mobile" Success NBI Live Video Webcast February 11, 2013

Collection Law Tips and Strategies NBI Live Video Webcast February 12, 2013

Protecting Customers' Credit Card Info: PCI Security Requirements

NBI Live Teleconference February 12, 2013

Ethics and the Role of the Paralegal in Negotiating Contracts - IPE


Family Law A to Z NBI Live Video Webcast February 13, 2013

Wills and Trusts For Paralegals - IPE NBI Live Video Webcast February 13, 2013

Bankruptcy: From a Creditor's Perspective NBI Live Teleconference February 13, 2013

Dirty Litigation Tactics - Ethics and Professional Conduct NBI Live Teleconference February 13, 2013

Employee Handbooks and Policies NBI Live Teleconference February 14, 2013

Process of Obtaining Medical Records for Paralegals - IPE NBI Live Teleconference February 14, 2013

Complex Social Security Law Issues NBI Live Video Webcast February 19, 2013

Drafting Discovery Requests and Responses for Paralegals - IPE NBI Live Teleconference February 19, 2013

Property Tax Lien Foreclosures NBI Live Teleconference February 19, 2013

Applying the Daubert Standard NBI Live Teleconference February 19, 2013

Plaintiff's Guide to Employment Discrimination Litigation NBI Live Video Webcast February 20, 2013

Handling the Changes in Asset Value in Estate Planning and Administration


MMSEA Section 111 - Mandatory Insurer Reporting Update 2013 NBI Live Teleconference February 20, 2013

Bequeathing Mineral Rights NBI Live Teleconference February 20, 2013

Trust Income Taxation Guide NBI Live Video Webcast February 21, 2013

Traumatic Brain Injury Cases: Plaintiff, Defense and Doctor Perspectives

NBI Live Video Webcast February 21, 2013

Cloud Computing Agreements NBI Live Teleconference February 21, 2013

Case Management for Paralegals: From the New Case to the Storage Case - IPE


Collection Phone Calls: TCPA Update NBI Live Teleconference February 21, 2013

Advanced Civil Trial Skills NBI Live Video Webcast February 25, 2013

Cutting-Edge Asset Protection Skills and Techniques NBI Live Video Webcast February 26, 2013

A Paralegal's Guide to Federal Court - IPE NBI Live Video Webcast February 26, 2013

Advanced Title Law: Search and Examination of Complex and Difficult Titles


Electronic Medical Records: What Personal Injury Attorneys Need to Know


Obtaining Favorable Temporary Orders in Divorce NBI Live Teleconference February 26, 2013

Medicaid Estate Recovery: What Can They Get? NBI Live Teleconference February 26, 2013

The Ethics of Successive Adverse Representation NBI Live Teleconference February 27, 2013

Special Education Law: Resolving Disputes in IEPs NBI Live Teleconference February 27, 2013

Negotiating Oil and Gas Leases NBI Live Teleconference February 27, 2013

Real Estate Transactions Gone Wrong NBI Live Video Webcast February 28, 2013

LLC Fiduciary Duties NBI Live Teleconference February 28, 2013

Medical Malpractice: Maximizing Your Chances to Win NBI Live Teleconference February 28, 2013

Negotiating Complex Claims With Auto Insurance Adjusters NBI Live Teleconference February 28, 2013

CLE Opportunities


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Disability Law From Start to Finish NBI Live Video Webcast March 4, 2013

Handling Final Beneficiary Distributions NBI Live Teleconference March 4, 2013

Liability of the LLC NBI Live Video Webcast March 5, 2013

Everyday Ethics for Paralegals - IPE NBI Live Video Webcast March 5, 2013

How to Handle Short Sales NBI Live Teleconference March 5, 2013

Preparing For and Contesting Independent Medical Exams (IMEs) NBI Live Teleconference March 6, 2013

Establishing Special Needs Trusts NBI Live Teleconference March 7, 2013

Managing Taxes in Divorce NBI Live Teleconference March 7, 2013

Ethics of the Long Distance Attorney-Client Relationship NBI Live Teleconference March 7, 2013

Medical Records - A Checkup for Paralegals - IPE NBI Live Teleconference March 8, 2013 Workers Compensation Annual Seminar 2013 ISB Live Seminar March 8, 2013

Toxic Tort Litigation NBI Live Video Webcast March 11, 2013

The Anatomy of Title Insurance NBI Live Video Webcast March 11, 2013

Medicaid: Asset Preservation, Hearings and Other Complex Challenges

NBI Live Teleconference March 11, 2013

Collecting From LLCs and Corporations NBI Live Teleconference March 12, 2013

Advanced Elder Law NBI Live Video Webcast March 13, 2013

Use of LLCs in Asset Protection NBI Live Teleconference March 13, 2013

Arbitrating Employer-Union Disputes NBI Live Teleconference March 13, 2013 Foreclosure, Short Sales and Loan Modifications - Compliance Up-date 2013

NBI Live Video Webcast March 14, 2013

Personal Injury From Start to Finish for Paralegals - IPE NBI Live Video Webcast March 14, 2013

Indemnification Provisions in Business Agreements NBI Live Teleconference March 14, 2013

Medicare Set-Aside Allocations, Approvals & Administration NBI Live Teleconference March 14, 2013 Digging for Gold: A Paralegal's Guide to Mining the Invisible Web - IPE


Eliminating/Minimizing Complex Liens in Personal Injury Settlements NBI Live Video Webcast March 18, 2013

Opening Statements That Make an Impact NBI Live Teleconference March 18, 2013

Handling Commercial Real Estate Transactions: A Legal Primer NBI Live Teleconference March 18, 2013

Human Resource Law: What You Need to Know Now NBI Live Video Webcast March 19, 2013

Property Liens 101 NBI Live Teleconference March 19, 2013

Legal Ethics 101 NBI Live Teleconference March 19, 2013

Short Sales, Loan Modifications and Foreclosure for Paralegals - IPE NBI Live Video Webcast March 20, 2013

Fracking Lawsuits: What You Need to Know NOW! NBI Live Video Webcast March 20, 2013

Oddities and Challenges of Trusts NBI Live Video Webcast March 20, 2013

UCCJEA (Uniform Child Custody Jurisdiction and Enforcement Act) and UIFSA (Uniform Interstate Family Support Act)


Construction Contract Law From Start to Finish NBI Live Video Webcast March 21, 2013

Advanced Skip Tracing and Cyber Tracking for Paralegals - IPE NBI Live Teleconference March 21, 2013

Health and Life Insurance Claim Disputes NBI Live Teleconference March 21, 2013 Law Firm and Servicer Compliance with the Mortgage Servicing Set-tlement


The Paralegal's Guide to Preparing Essential Medical Summaries for Use at Trial - IPE


Discovery in Divorce NBI Live Teleconference March 25, 2013

Collection Law for Paralegals - IPE NBI

Live Video Webcast March 26, 2013

Pursuing and Defending Fiduciary Liability NBI Live Teleconference March 26, 2013

Billboard Leasing NBI Live Teleconference March 26, 2013

Protecting Attorney Work Product in Communications With Experts Under the Amended Federal Rules

Lorman Live Teleconference March 26, 2013

Legal Ethics: Top 10 Challenges NBI Live Video Webcast March 27, 2013

Prohibited Health Care Referrals: What You Need to Know NBI Live Teleconference March 27, 2013 Getting the Most Out of Radiology, Labs and Pathology: A Guide for Paralegals - IPE



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Litigating FDCPA Violations NBI Live Teleconference March 27, 2013

Commercial Landlord Tenant Law NBI Live Video Webcast March 28, 2013

Social Security Disability Bootcamp NBI Live Video Webcast March 28, 2013

Estate Planning for CEOs NBI Live Teleconference March 28, 2013

Litigating Spinal Cord Injuries NBI Live Teleconference March 28, 2013 Law Office Management for Paralegals: Streamlining to En-hance Productivity - IPE


Top Elder Care Planning Strategies NBI Live Teleconference April 1, 2013

Everyday Ethics for Solo and Small-Firm Lawyers NBI Live Teleconference April 2, 2013 Social Security Disability in a Nutshell: Qualifying Clients and Applying for Benefits

NBI Live Teleconference April 3, 2013

When Decedents are Insolvent: How to Deal with Their Credi-tors


REO Closing Procedures NBI Live Teleconference April 4, 2013

How to Prepare Your Expert Witness to Excel at Deposition NBI Live Teleconference April 4, 2013

Real Estate Foreclosure: A Step-by-Step Workshop NBI Live Seminar April 8, 2013

Liability Medicare Set-Asides: CMS and Case Law Update NBI Live Teleconference April 8, 2013

Internet Privacy Law: Now What? NBI Live Video Webcast April 9, 2013

Parental Liability For the Acts of a Minor NBI Live Teleconference April 9, 2013

Tribal Land Use: Unique Opportunities and Challenges NBI Live Teleconference April 9, 2013

Divorce Litigation From Start to Finish NBI Live Video Webcast April 10, 2013

Shareholder Disputes: When the Love is Gone NBI Live Teleconference April 10, 2013

A Paralegal's Guide to Title Law - IPE NBI Live Video Webcast April 11, 2013

Advanced Real Estate Law NBI Live Video Webcast April 11, 2013 Managing Cell Tower Placements - The New Challenges Facing Local Governments (and the In-dustry)


Fundamentals of Informed Consent Lorman Live Seminar April 12, 2013 Find it Free and Fast on the Net: Strategies for Legal Research on the Web

NBI Live Seminar April 24, 2013

31st Annual Bankruptcy Seminar ISB

Live Seminar Febraury 28 - March 2, 2013

Real Estate Tax Forum (15th Annual) PLI Live Video Webcast February 7 - 8, 2013

Residential Foreclosure Actions in New York State 2013 (Free) PLI Live Video Webcast February 8, 2013

Managing Wage & Hour Risks 2013 PLI Live Video Webcast February 11, 2013

Trade Secrets 2013: What Every IP Attorney Should Know PLI Live Video Webcast February 12, 2013

Advising Nonprofit Organizations 2013 PLI Live Video Webcast February 12, 2013

Corporate Governance - A Master Class 2013 PLI Live Video Webcast February 13, 2013

Commercial Real Estate Financing 2013 PLI Live Video Webcast February 14 - 15, 2013

Broker-Dealer and Adviser Regulatory Compliance Forum 2013 PLI Live Video Webcast February 20, 2013

Ethics for Corporate Lawyers: Multijurisdictional Practice and PLI Live Video Webcast February 20, 2013

Spin-offs 2013 PLI Live Video Webcast February 21, 2013

Diversity & Inclusion in Law Practice 2013 (Free) PLI Live Video Webcast February 21, 2013

The SEC Speaks in 2013 PLI Live Video Webcast February 22 - 23, 2013

Consolidated Tax Return Regulations 2013 PLI Live Video Webcast February 25 - 26, 2013

IP Issues in Business Transactions 2013 PLI

Live Video Webcast February 28 - March 1, 2013

Venture Capital 2013: Nuts and Bolts PLI Live Video Webcast February 28, 2013

Nuts and Bolts of Tax Penalties 2013: A Primer on the Standards, Procedures and Defenses Relating to Civil and Criminal Tax Penalties

PLI



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Counseling Clients in the Entertainment Industry 2013 - Overview of Entertainment Law Issues; Television, Video & User-Generated Content; Videogames & Computer Entertain-ment; Building an Entertainment Law Practice; Ethics

PLI


Counseling Clients in the Entertainment Industry 2013 - Sound PLI Live Video Webcast March 5, 2013

Trends in Merger Litigation 2013: Corporate, Litigation, and Judi- PLI Live Video Webcast March 5, 2013 Counseling Clients in the Entertainment Industry 2013 - Book Publishing; Current Developments in Entertainment and Sports Litigation; Film

PLI Live Video Webcast March 6, 2013

Representing the Pro Bono Client: Effective Written Advocacy PLI Live Video Webcast March 7, 2013

Investment Management Institute 2013 PLI Live Video Webcast March 7 - 8, 2013

Ethics for Government Lawyers 2013 PLI Live Video Webcast March 8, 2013

Asset Based Financing Strategies 2013 PLI Live Video Webcast March 11, 2013

Taking and Defending Depositions 2013 PLI Live Video Webcast March 12, 2013

Doing Deals 2013: The Art of M&A Transactional Practice PLI Live Video Webcast March 13, 2013

California Eviction Defense: Protecting Low-Income Tenants PLI Live Video Webcast March 13, 2013

Basic Immigration Law 2013 PLI Live Video Webcast March 14, 2013

Securities Offerings 2013: A Public Offering: How It Is Done PLI Live Video Webcast March 15, 2013

Ethics for Transactional Lawyers 2013 PLI Live Video Webcast March 18, 2013

Ethics in Social Media 2013 PLI Live Video Webcast March 18, 2013

Patent Law Institute (7th Annual) PLI Live Video Webcast March 18 - 19, 2013

Fundamental Concepts in Drafting Contracts: What Most Attor- PLI Live Video Webcast March 19, 2013

Social Security Disability 2013: From Administrative Proceedings PLI Live Video Webcast March 19, 2013

How to Read Financial Statements 2013 PLI Live Video Webcast March 20, 2013

Appellate Advocacy 2013 PLI Live Video Webcast March 20, 2013

Social Media for Non-Profit and Public Interest Organizations PLI Live Video Webcast March 21, 2013

USPTO Post-Grant Patent Trials 2013 PLI Live Video Webcast March 27, 2013

The Ethics Game Show: Matrimonial and Family Law Edition PLI Live Video Webcast March 28, 2013

Nuts & Bolts of State and Local Tax 2013 PLI Live Video Webcast March 28, 2013

Developments in Pharmaceutical and Biotech Patent Law 2013 PLI Live Video Webcast April 1, 2013

Pension Plan Investments 2013: Current Perspectives PLI Live Video Webcast April 2, 2013

California Public Benefits: The Basics for Non-Profit and Pro PLI Live Video Webcast April 2, 2013

Government Investigations 2013: The Role of Electronic Information in Investigation and Response

PLI Live Video Webcast April 4, 2013

Catastrophe and the Law: What Lawyers Need to Know to Advise Clients To Prepare and Respond to Disasters 2013

PLI

Live Video Webcast April 4, 2013

Understanding Employment Law 2013 PLI Live Video Webcast April 5, 2013

Consumer Financial Services Institute (18th Annual) PLI Live Video Webcast April 8 - 9, 2013

How to Prepare an Initial Public Offering 2013 PLI Live Video Webcast April 10, 2013

Bankruptcy & Reorganizations 2013: Current Developments PLI Live Video Webcast April 29 - 30, 2013

New York CPLR 2013 PLI Live Video Webcast April 12, 2013

Private Placements and Other Financing Alternatives 2013 PLI Live Video Webcast April 15, 2013


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*NBI National Business Institute PO Box 3067 Eau Claire, WI 54702 Phone: 800/930-6182 Fax: 715/835-1405 Email: [email protected]

*Lorman Lorman Education Services Dept. 5382, PO Box 2933 Milwaukee, WI 53201-2933 Phone: 866/352-9539 Fax: 715/833-3944

*PLI Practising Law Institute 685 Market Street, Suite 100 San Francisco, CA 94105-4202 Phone: 800/260-4754 Fax: 800/321-0093 Email: [email protected]

*ISB Idaho State Bar P.O. Box 895 Boise, Idaho 83701 Phone: 208/334-4500 Fax: 208/334-4515

For additional CLE Opportunities, please visit: www.westlegaledcenter.com www.nbi-sems.com www.halfmoonseminars.com http://www.lorman.com http://www.isb.idaho.gov/general/menu_cle.html

CLE Opportunities—cont’d.

When you reach the end of your rope, tie a knot and hang on.

-Thomas Jefferson

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