2021 Best Practices for South Carolina Paralegals (via Zoom)

May 07, 2021


Credits

N/A



Dates
Friday, May 07, 2021

Time
9:00 AM - 4:00 PM



Registration Deadline
Friday, May 07, 2021



Location
Webcast

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Please Note: This program is for Paralegals only. This program does not qualify for MCLE credit for attorneys. 

The South Carolina Bar CLE Division is excited to announce the 2021 Best Practices for South Carolina Paralegals.  This diverse program will assist paralegals of all backgrounds and experience levels in achieving their professional and educational goals.  Topics include an ethics presentation, creating space for growth, examination under oath and great file organization.

This seminar has been approved by the South Carolina Bar Certified Paralegal Board for 4.5 CPE hours.

This seminar meets the requirements of the NALA Certifying Board for continuing legal education credit required to maintain CP (Certified Paralegal) credential. NALA approved this program for 4.5 maximum hours (1 substantive credit hour, 1 legal ethics hour and 2.5 non-substantive hours).

This program has been approved for 4.5 hours of NALS CLE (3.5 hours General; 1 hour Ethics).  

Download the brochure and registration form here 


Registration Fees

Non-Member Registration
$125.00
SC Certified Paralegal
$125.00

Agenda

Speakers

NameOrganizationSpeaking At

Policy

Continuing Education

Agenda

8:30 a.m.        

Log On, Registration

 

8:55 a.m.         

Welcome and Opening Remarks

 

9:00 a.m.          

Warning Signs Your Lawyers Might be in Trouble (Ethics) 

Barbara M. Seymour, Esquire, Clawson & Staubes, LLC, Columbia

Lawyers depend on their paralegals for the efficient and effective delivery of high-quality legal services to their clients.  Sometimes that dependent relationship becomes co-dependent when loyalty causes a paralegal to ignore warning signs that the lawyer is facing ethical, financial, or health difficulties. In this segment we will discuss how to recognize and address ethical concerns that arise when a lawyer is in trouble.

10:00 a.m.      

Break

 

10:15 a.m.      

The Practice of Presence: Creating Space for Growth

Laurie G. Hillstock, Ph.D., Hillstock & Associates, LLC Greenville

As leaders, so many things impact our time, focus, and efforts daily. Recognizing and enhancing our own state of being increases our capacity to reduce distractions, balance our thinking, and lead effectively.  In this session, we will explore key leadership skills as related to effective communication, prioritization/time management, self-reflection, and concepts associated with a growth mindset. This is intended to be a hands-on session, providing attendees with practical skills and techniques that can be used in daily practice.

11:15 a.m.       

Lunch Break

 

12:30 p.m.       

Examination Under Oath 

Bradish J. Waring, Esquire, Butler Snow, LLP, Charleston

Kenny L. Gardner, Esquire, Butler Snow, LLP, Charleston

Synopsis of a few of the areas to be discussed:  The Examination Under Oath (EUO) is a sworn statement conducted in a format similar to a deposition, but with many distinctions.  What triggers an insurance company to require an EUO of its insured?  And what is the paralegal's role in supporting the attorney during that process?  This session will discuss:  the key insurance contract provisions that require the 
insured's submission to an EUO; the insurance company's investigation and identification of red flags
signaling a possible fraud against the company; the motives behind insurance fraud; the paralegal's role
in pre-suit investigation and serving as liaison with the insured; how the EUO is conducted and the
paralegal's role with document control; ramifications of non-compliance by the insured; how to handle a
no-show; the resulting payment, denial or withdrawal of the claim following the EUO; and the paralegal as
a potential witness in any resulting litigation.   

 

1:30 p.m.         

Break 

 

1:45 p.m.       

Paralegal Superpowers: Great File Organization

Michele Smoak, McLaren & Lee, Columbia

Wendy MacDonald, Haynsworth Sinkler Boyd, PA, Greenville

Liz Scharf, Accord Financial, Greenville

With a focus on family law litigation, this presentation will provide helpful tips and strategies for getting “into the weeds” and becoming familiar with a case, paying attention to detail and staying organized when you inherit a case and file already in progress.

With a focus on civil litigation, this portion of the presentation will provide tips, strategies, suggestions and ideas for organizing two types of files that every litigation paralegal will inherit at some point in their careers: The “Blair Witch” file (files with no organizational system in place) and the “Sheldon Cooper” file (files with overly complicated, cumbersome systems in place).

With a focus on corporate / in-house work, this presentation will provide hints and ideas for organizing and storing corporate, commercial lending and corporate governance (non-public company) files.

 

3:15 p.m.        

Adjourn

 

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