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The eDigest • A Publication of the Arizona Paralegal Association • September 2016 1
THE EDIGEST ARIZONA PARALEGAL ASSOCIATION
An Affiliate of the National Association of Legal Assistants, Inc. Vol. 7, Issue 9 September 2016
INSIDE: New Document Requirements for Foreign
Corporation Filings in Arizona Why You Should Put Volunteer Work on Your Resume And more...
INSIDE:
Social Media and Restraining
Orders in Arizona
Beware the Overbroad Release
And more... September 14th Webinar:
Felony & Misdemeanor DUI’s and the Corresponding Administrative Issues (Page 16)
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 2
August 2016
INSIDE THE EDIGEST
APA Board of Directors 3
Meet The Members 4
APA Board Meeting 4
St. Mary’s Pack & Sort Event 5
TPA Seminar 11,12
September Learn-at-Lunch Webinar 16,17
October Webinar 23
Job Bank 25-29
CLE Webinars & Seminars 32
Special Sections Columns
Social Media and Restraining Orders in Arizona
6,7
Beware the Overbroad Release 8
Estate Planning During and After Divorce 9,10
“I was old, and so I was Invisible”: Ageism at Digital Ad Shops
13
$3 Million Spoliation Sanction Despite Company’s Litigation Hold
14,15
Meet The Millennial Juror: Effectively Communicating with the “Narcissistic Generation” at Trial
18-20
The BRIEF - September 22
NALA Notes 30,31
Upcoming Events: 9/14/2016 September Learn-at-Lunch (p. 16,17)
9/17/2016 St. Mary’s Pack & Sort Event (p. 5)
9/30/2016 TPA Seminar (p. 11,12)
10/12/2016 October APA Webinar (p. 23)
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 3
P.O. Box 26879 Phoenix, AZ 85068
www.azparalegal.org
The eDigest The Digest is the official publication of the Arizona Paralegal Association. It is published monthly on the first of each month and e-mailed to our members. Articles, columns, and editorials appearing in The Digest express the views of the authors and should not be construed as the opinions of the Arizona Paralegal Association or its Board of Directors.
Give Us Your Opinion The Digest welcomes letters to the editor or opinion pieces for publication. Letters and opinion pieces should be typed and preferably submitted electronically. Opinion pieces are limited to 1,500 words and letters to 700 words. Submissions are reviewed and printed at the discretion of the Editor of The Digest and the APA Board of Directors. Editors reserve the right to reject submissions or condense for clarity, style and space considerations. Letters must be signed to verify authorship, but names will be withheld upon request. Authors of opinion pieces will have their names published. Letters and opinion pieces should be submitted to: Teresa Romero, CP (602) 650-2322; [email protected]
To Advertise in The Digest Advertising rates and information are available from Irene Winterburn, CP (602) 798-5426; [email protected].
Serving on the Newsletter Committee Please contact Teresa Romero, CP (602) 650-2322
The Arizona Paralegal Association The Arizona Paralegal Association ("APA") was formed in 1977 and is a nonprofit professional corporation for paralegals. The APA became an affiliate association of the National Association of Legal Assistants, Inc. in 1988. The members are paralegals employed by Arizona law firms, freelance paralegals, paralegals employed in corporations or government agencies, students enrolled in paralegal training programs and other persons interested in supporting the APA and paralegal profession. The APA was organized to elevate and maintain high professional standards and ethics of the legal profession; provide and promote continuing legal education to paralegals; maintain open communications and working relationships between APA and its members and representatives of local and state bar associations; and further the interests of paralegals by gathering, receiving, studying and disseminating information concerning paralegals.
Arizona Paralegal Association Board of Directors
President Irene Winterburn, CP [email protected] 602-321-9252
NALA Liaison Holly McGee
[email protected] 602-263-4420
First Vice President Seth U. Nwosu, BA, CP [email protected] 973-932-6031
Past President
Narinda Greene, ACP [email protected]
602-235-7174
Second Vice President Marci Seek [email protected] 602-263-4411
Newsletter Chair Teresa Romero, CP
[email protected] 602-650-2322
Recording Secretary Laura H. Sexton, EA [email protected] 602-532-9199
Membership Chair Karen Hall Flaaen
[email protected] 602-264-9224
Treasurer Lisa Peterson, CP [email protected] 602-271-0183
Public Relations Chair Misty Dornseif
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 4
Arizona Paralegal Association Member News!
Upcoming Events Check out our online events calendar for additional
CLE Seminars and other events:
http://www.azparalegal.org/calendarofevents.html
APA BOARD MEETING MONDAY, SEPTEMBER 12, 2016
5:45-7:15 PM Ballard Spahr LLP
1 E Washington St., Suite 2300 Phoenix, AZ 85004
New Members to the APA
Gay Blakesley
Jillian Distefano
Sandra Gilbert
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 5
By Chris Hildebrand
A court-issued protection order is intended to safeguard you from contact with persons who have threatened, harassed or abused you. But in this age of social media, it is possible for these same people to “contact” you in ways wholly unanticipated in laws and court rulings, such as social media friend requests, nudges, pokes or posts. Courts are trying hard to adjust, but it’s a slow procedure, especially when a judge grew up before the digital age and is unfamiliar with the types of invasive and abusive contacts that social media can allow. Here’s an overview of what’s happening in the law now.
Restraining Orders (i.e., Orders of Protection) in Arizona
A protective order also called an Order of Protection or, in other states, an abuse prevention order, is a restraining order prohibiting an individual – to whom the order is directed – from contacting you and from committing additional acts of abuse. Generally, a protective order directs the individual to stay away from your home and place of work, and not to contact you in any way.
In order to obtain a protective order in Arizona, you have to go to court and file papers detailing the threats and/or abuse and in support of your request for a restraining order. Protective Orders can be issued by any court in the State of Arizona, and are intended to stop a person from committing an act of harassment or domestic violence. These types of cases are given high priority because of the need to protect someone from harm. If the individual violates the order, it is a criminal offense, and you can call the police and have him or her arrested.
Electronic Contact Protective Order laws were developed in response to the days when “contact” meant showing up at someone’s home or workplace or making phone calls. In
these days of lightning-fast electronic communications via social media, the laws and court orders are evolving – although not as rapidly as some would like. From the dawn of social media, lawyers have argued that “contact” includes electronic contact, and that a no-contact restraining order automatically includes conduct online. This would mean that the person who is the subject of the order cannot send emails to the protected person.
In time, any courts these days include the phrase “including electronic contact” in restraining orders. This is the case in Arizona. According to the Elizabeth Buffam Chace Center, a violation of an Arizona restraining order is a criminal offenses, punishable by up to one year in prison, or up to $1,000 fine. Any contact in person, by phone, letter, email, social media or through a third party is considered a violation of the Restraining Order, even non-threatening contact.
The “Elonis” Case
In 2014, the U.S. Supreme Court took up the appeal of Anthony Elonis’ conviction in Elonis v. United States (Docket No. 12-983, Term 2014). He had posted rap lyrics on Facebook that described shooting his estranged wife with the bullet passing right through her protective order papers. He was convicted of transmitting threats by interstate commerce. However, instead of discussing free speech rights vs. protective orders on social media, the Court overturned Elonis’s conviction on the grounds that the lower court told the jury to determine whether a reasonable person would have found the content threatening, rather than requiring proof of some mental intent on Elonis’s part in order to convict. The Court said that “wrongdoing must be conscious to be criminal” and the prosecution had to show that Elonis was aware that the statement threatened his wife, rather than whether a “reasonable person” would consider the statement a threat.
(Continued on page 7)
Social Media and Restraining Orders in Arizona
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 6
Members of the Arizona Paralegal Association have been invited to join with the Maricopa County Bar Association Paralegal Division and Young Lawyer's Division to par ticipate in the following:
Saturday, September 17, 12:00 p.m. to 3:00 p.m. St. Mary's Food Bank Alliance Del Webb Distribution Center
2831 N. 31st Avenue, Phoenix 85009
The APA would also like to invite you to join us afterwards for food and fun (dutch treat) at:
Switch Restaurant
2603 N. Central Avenue Phoenix, AZ 85004
RSVP for Switch is not required, but greatly appreciated (for head count purposes). Please email [email protected]
We hope you can join us! Please read the following to properly sign up with St. Mary's for the event:
REGISTRATION PROCESS: Opportunity name: Maricopa County Bar Association Invitation code: HHPC
•Visit http://volunteer.firstfoodbank.org •Scroll down until you see the INVITATION CODE BOX on the right hand side. •Enter the group INVITATION CODE (above) and click ‘Search’ •You will see your volunteer opportunity name in orange letters – click on the name •Scroll down, select the date, click on SIGN UP •You’ll be instructed to LOGIN using an existing account or REGISTER by creating a new account. •Once you are logged in, you will see a SUCCESS! notification •You will receive a confirmation e-mail from St. Mary’s Food Bank Alliance
PARKING:
VOLUNTEER PARKING IS LIMITED. PLEASE CARPOOL AS MUCH AS POSSIBLE! ADDITIONAL PARKING IS AVAILABLE OFF WINDSOR ST.
Please leave valuables, purses or backpacks in your vehicle for your safety and security. St. Mary’s Food Bank is not responsible for lost and/or stolen items brought into our facilities.
DRESS CODE:
The comfort and safety of our volunteers is important. Due to health codes and for safety reasons, a volunteer dress code is in effect.
Volunteers MUST wear: •Closed-toe shoes (sneakers suggested) •Shirts need to be short or long sleeved (No tank tops, spaghetti straps, sleeveless, midriff or low-cut tops) •Pants, jeans preferred. Shorts are okay at a respectable length. (Must be no shorter than 7” above the knee)
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 7
Most state court’s will find that a person can violate a no-contact order by electronic contact, contact via social media, contact through a third person, contact through the mail or direct contact. For example, in the New Y ork case of People v. Gonzalez, 15-6081M, Maria Gonzalez was divorced from her spouse and she obtained a protection order preventing her from contacting him or his family.
She tagged her former sister-in-law in disparaging Facebook posts, and was arrested for it. She argued in court that this was not a violation since the court’s order did not specifically mention Facebook. The court disagreed and sent her to jail for a year. In a Michigan case, a protective order was issued but not served on Chad Monroe, prohibiting contact with his ex-girlfriend. Although he knew about the order, he posted nude photographs of the woman on the Internet, saying that he would continue doing so until she committed suicide. He claimed he was within his rights since he hadn’t been served with the order, but he was criminally charged with misdemeanor stalking and felony unlawful posting of a message on the Internet.
Lawyers representing people who have been served with protective orders often advise them never to contact the protected person, never to refer to the protected person on social media, either by name or by description (e.g. my spouse, my ex-spouse) and also to avoid posting any photos of the protected person.
In Connecticut, you can be arrested for violating a protective if you text, email or engage in Facebook, Twitter or Instagram activity with the protected person. According to Connecticut attorneys, prosecutors and domestic violence court judges have zero tolerance for any violations of this order, so even an automated Facebook email or message that goes out to a group distribution list that includes the protected person can result in a felony charge.
Colorado courts have also weighed in on the issue of whether actions on social media sites like Facebook can constitute a violation of a no-contact restraining order. The quick answer: Yes. Contacting a protected person via social media sites like Twitter and Facebook could result in a charge that you violated your restraining order. Other actions than messaging can lead to charges. In Florida, Harry Bruder — the subject of a restraining order that
prohibited contact with his estranged wife — was arrested after he contacted her through Facebook. And Tennessee authorities arrested and charged Shannon D. Jackson with violating an order of protection when she sent a virtual “poke” to another woman on Facebook.
Problems with Prosecution
In Massachusetts, Thomas Gagnon, was charged with violating a restraining order after his ex-girlfriend received a Google Plus invitation, purportedly from him. In the same state, Rebecca Shaw was arrested for violating a restraining order when her daughter received an email announcing that Shaw was “following” her Pinterest page. Gagnon claimed that Google sends out the invitations automatically, without the input or consent of Google Plus members, while Rebecca Shaw claimed that someone else opened the account in her name and followed her daughter.
These cases show some of the difficulty involved in social media cases. However these issues are decided, modern courts are catching on to ways in which social media is being used to circumvent protective orders. More and more, courts are framing and interpreting the orders to cover electronic harassment and contact.
How to Protect Yourself
If you are considering getting a protective order and want to protect yourself from social media contacts from the individual, here are the two steps to follow: 1) Look for an attorney who is technology savvy. Generally this means that the firm will have a web presence, like a blog or a social media presence; and 2) Talk to the attorney about what the individual is likely to do to try to evade a protective order, the types of social media accounts he or she uses and whether he or she has made any threats about using social media against you.
(Continued from page 5)
Reprinted with permission of Chris Hildebrand.
Hildebrand Law, P.C. 4900 N. Scottsdale Rd., Suite 2800 Scottsdale, Arizona 85251 Telephone: 480-305-8300 Fax: 480-305-8303 www.hildebrandlaw.com
Social Media and Restraining Orders in Arizona
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 8
Peterson was killed when the 2007 GMC Sierra in which he was riding crashed into a tree. Peterson’s airbag did not deploy, and his seatbelt failed to restrain him. Counsel for Peterson’s estate wrote to Farmers, the driver’s insurer, demanding that it preserve the Sierra as evidence. Farmers responded, acknowledging it had possession of the truck and offering the opportunity for inspection. Peterson’s es-tate sued the driver and Farmers. That case settled. In the settlement agreement, Peterson’s estate released Farmers from “all past, present, or future claims … Releasor now has, or which hereafter may accrue [and] which … may in any way grow out of” the accident.
Later, when Peterson’s estate attempted to sue the manu-facturer and seller of the truck, Farmers disclosed that the truck had been “parted out” and was no longer available. Peterson then sued Farmers for having allowed the truck to be destroyed, alleging, among other things, breach of con-tract and “breach of bailment.” Farmers defended on the basis of the broad language of the release, arguing the claims for the truck’s destruction “grew out of” the acci-dent that caused it to be in Farmers’ custody, and the trial court granted its motion for summary judgment.
The Dallas Court of Appeals affirmed. Peterson’s estate argued that the recitals in the settlement—which arguably restricted the settlement and release to personal injury claims that could have been brought in the original lawsuit against the driver—at least created an ambiguity. The Court rejected that argument, finding the broad language of the release unambiguous and observing, “Recitals do not con-
trol over operative phrases unless there is an ambiguity” in those operative phrases.
Moral: Think twice, and critically, before including or agreeing to broad “stock” language in a settlement agree-ment or release.
The case is Peterson v. Farmers Texas County Mutual In-
surance Co., Dallas Court of Appeals, No. 05‐14‐01235‐CV (June 22, 2016), Justices Lang (Opinion), Brown, and Whitehill.
By Ken Carroll, Carrington Coleman. Thank you to Ken Carroll of Car-rington Coleman for permission to reprint his article. To learn more about Mr. Carroll and Carrington Coleman, visit: http://www.ccsb.com/attorneys/ken-carroll/.
By Ken Carroll, Carrington Coleman
Beware the Overbroad Release By Ken Carroll, Esq.
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 9
At a minimum, we recommend that our clients review their existing estate planning documents every few years, and also when big life changes are happening. Going through a divorce is one of those times. Here are some things to consider when you are considering divorce or separation, and after your divorce is final:
If a person dies without having their estate planning in order, Missouri’s law (or the law of whichever state they were resident in at death) of intestate succession will govern who inherits his estate. If that person is currently separated or in the process of getting a di-vorce, this may not match his personal wishes. If a person in Missouri dies while married (and, with a few exceptions, a person will be considered married until a divorce is final), the surviving spouse will receive all or a portion of the decedent’s estate under R.S. Mo.
By Stephanie L. Moll §474.010. If the decedent had no children, the surviving spouse will receive the entire probate estate. If the decedent had children who were also the children of the surviving spouse, the spouse will receive half of the probate estate and the children will split the other half. If the dece-dent had children who were not also the children of the surviving spouse, the surviving spouse will receive $20,000 off the top, and then the remain-der is split 50/50 between the surviving spouse and the children.
If a person dies prior to his divorce being final-ized and hasn’t updated his estate planning, the provisions in his existing estate plan, which likely include the not quite ex-spouse, will govern and the ex-spouse will inherit under whatever provi-sions were put in place while the couple was hap-pily married.
If a person dies prior to his divorce being final-ized and has updated his estate plan to exclude the not quite ex-spouse, the surviving spouse has
(Continued on page 10)
Estate planning during and after divorce
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 10
Reprinted with permission of Stephanie L. Moll, Bryan Cave, LLP. www.bryancave.com .
To read Ms. Moll’s blog, visit Bryan Cave Life Death and Taxes at http://www.lexology.com/blogs/247.
Estate planning during and after divorce
would still inherit the plan after the divorce.
Beneficiary designations on any life insurance or other “contract”-type property should also be updated after the divorce is finalized, to ensure that the agreement governing the asset doesn’t result in the ex-spouse remaining the beneficiary of the asset at the decedent’s death.
These are just some of the estate planning issues that should be considered when going through a divorce. These issues also don’t take into account any provisions of a premari-tal or post-marital agreement in which a spouse may have waived their statutory rights to inheritance, or any provisions of the divorce settlement agreement. In order to determine if you should consider these issues during and after a divorce, you should consult with your own estate planning attorney, who will be aware of facts specific to your circum-stances.
the right of election to claim a portion of the deceased spouse’s estate. In Missouri, under R.S. Mo. §474.160, if the deceased had children, the surviving spouse would be entitled to one-third of the estate; if the deceased did not have children, the surviving spouse would be entitled to one-half of the estate.
If a person dies after his divorce is finalized and does not update his estate planning documents, the ex-spouse, and all of his or her family mem-bers who are not still related to the decedent, will be treated as though they pre-deceased the decedent, both for purposes of being named a beneficiary and/or a fiduciary. Therefore, if the decedent still wanted the ex-spouse to be a trus-tee for their children, for example, the decedent would need to sign new estate planning docu-ments after the divorce is finalized, naming the ex-spouse as such.
Certain retirement plans require their benefi-ciary designations be updated to remove an ex-spouse as beneficiary, otherwise the ex-spouse
(Continued from page 9)
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 11
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 12
Make checks payable to: Tucson Paralegal Association - or - TPA Mail registration and payment to: Linda Mattern, ACP PLS
Accu-Prep Services 11200 S Sierrita Mountain Rd #255 | Tucson AZ 85736
Contact Info: [email protected] or call Linda at 520/ 235-4901
231-A W Esperanza | Green Valley AZ 85614 In the Green Valley Village 520-625-9696 | Fax: 520-625-1022 [email protected] | www.busybeegv.com
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 13
By Richard B. Cohen
It all started with a beer wagon being pushed around at work. Everyone was under 27, and he was 53. The wagon did not stop at his cubicle.
He said that “It was like a fraternity house ... I was old, and so I was invisible.”
This is the theme of a piece written in Digiday –“a growing phenomenon of agency discrimination against employees over the age of 50.”
The article notes: “It manifests in multiple ways. For example, agency executives proudly tout how the average age of their shops is a green 27. Another example emerges from the accounts of people who say they were pushed out of agencies when they turned 50 or 55. ... It’s a two-pronged problem. One, there is an assumption, often wrong, that older employees don’t understand social media.
“I Was Old, And So I Was Invisible”: Ageism At Digital Ad Shops
Reprinted with permission of Richard B. Cohen of Fisher Broyles, www.fisherbroyles.com. To read more article about employment discrimination from Fisher Broyles, visit: http://www.lexology.com/blogs/1040.
And there’s the fact that younger staffers often just come cheaper.”
This is another article which reaffirms what all folks of a certain age know. Which leads us to the “takeaway.” Takeaway: The article provides a nice quote which is today’s takeaway:
“On the recruiting end, people say it’s no secret that the search process values youth. ... The problem, though, is that youth can’t run a company.”
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 14
Manufacturers involved in litigation must properly
preserve electronically-stored information (“ESI”) or
potentially face daunting sanctions. A recent antitrust
case, however, demonstrates that lessons—multi-million dollar lessons—remain to be learned about
how to satisfy the duty to preserve evidence. The
Delaware federal court clearly delivered this mes-
sage by imposing a $3 million sanction, plus associ-
ated fees and costs, for a company’s failure to stop a
senior executive from deleting potentially responsive
ESI.
The Recent Decision
This case raises the concern that sanctions might be
imposed even in situations when a company has
made great efforts to preserve ESI. In GN Netcom,
Inc. v. Plantronics, Inc., the court imposed sanctions
on Plantronics to “punish and deter” the company,
and future litigants, from engaging in bad faith de-
$3 Million Spoliation Sanction Despite
Company’s Litigation Hold
struction of responsive evidence. Upon receiving
notice of an antitrust suit, Plantronics promptly is-
sued a litigation hold to relevant employees, pro-
vided training sessions to promote compliance, and
issued quarterly reminders requiring affirmative
acknowledgment of compliance. Despite these ef-
forts to comply with the litigation hold, in-house
counsel later learned that one of the company’s
high level executives deleted over 40% of his
emails and, on several occasions, instructed others
to do the same. Upon discovering his conduct,
Plantronics made some efforts to recover the
emails, including hiring a forensic expert, but was
ultimately unable to recover all of the deleted
emails. The court decided that despite taking steps
to implement and enforce the litigation hold; Plant-
ronics was still on the hook for over $3 million
dollars in sanctions because of the executive’s con-
duct.
Plantronics is a sophisticated company with in-(Continued on page 15)
By Melinda S. Levitt
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 15
$3 Million Spoliation Sanction Despite Company’s Litigation Hold
house counsel and a system to ensure preservation
of data coupled with training sessions and numer-
ous reminders of the litigation hold. Yet, the con-
duct of one high-level executive nullified these
efforts.
Spoliation Tips
First, recognize that no system is perfect and that
vigilance is key to helping to ensure that “rogue”
actors will be identified as soon as possible. Com-
panies may consider systems to periodically re-
view specific employees’ compliance with litiga-
tion holds.
(Continued from page 14)
Second, training is essential. It is too easy to become
complacent about the preservation of ESI. Training
should include examples of inappropriate conduct
and methods to report suspicious instructions or ob-
servations.
Third, if spoliation occurs, the litigant must be as
open as possible with the court and opposing parties
regarding the situation and the steps being taken to
remedy the problem. Be sure to coordinate with out-
side counsel in implementing ESI-preservation sys-
tems. No company wants to face sanctions like the
seven-figure penalty imposed in GN v. Plantronics.
Reprinted with permission of Melinda S. Levitt of Foley & Lardner LLP, www.foley.com.
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 16
APA Webinar Wednesday, September 14, 2016 @ 12:00 p.m.
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 17
Arizona Paralegal Association
LEARN-AT-LUNCH WEBINAR
REGISTRATION FORM
Register and Submit Payment Online Here: http://azparalegal.org/calendarofevents.html
REGISTRATION FEES:
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Pay by Check. Your payment must be received by 5 pm on the Monday before the day of the event.
Free Webinar Benefit (for APA Members only). APA Members are entitled to receive one free CLE Webinar during 2016. You may claim this benefit when you register online.
Cancellations must be received by 5:00 p.m. on the Tuesday before the day of the event in order to qualify for a full refund. No refunds available thereafter.
LAST DAY TO REGISTER: FRIDAY, SEPTEMBER 9, 2016, 6:00 P.M.
APA’s new monthly educational webinars offer convenience and affordability. No travel time required!
Felony & Misdemeanor DUI’s
and the Corresponding Administrative Issues
By Jay Volquardsen, Esq.
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 18
Meet the Millennial Juror: Effectively Communicating With “The Narcissistic
Generation” at Trial By Stacey A. Greenwell
Let’s face it: Millennials are fascinating. For those of us who grew up passing notes in high school instead of trading texts, sharing our innermost thoughts with only our close friends instead of posting them on the internet for the world to see, and only getting a trophy if we actually won, understanding Millennials is difficult. But you better get to know them because Millennials have surpassed Baby Boomers as the nation’s largest living generation and already comprise over one-third of the jurors who show up for jury duty. Therefore, learning how to effectively communicate with Millennials is becoming increasingly important.
Who Are the Millennials?
Generally, Millennials are those born from the early 1980s to around 2000 (current ages 16-36). They are the first generation to come of age in the new millennium. Millennials are the children of Baby Boomers and are generally characterized by one term: narcissistic. They are on track to become the most educated generation and have a strong sense of self-entitlement, imparted by their overprotective and over-involved “helicopter parents.” Millennials are team-oriented, confident, impatient, and effective multitaskers. They are accustomed to having a large amount of information at their fingertips and sifting through it quickly to find answers.
The Pew Research Center published two comprehensive reports1 on Millennials’ behaviors, values, and opinions, which reveal the following insights that are of particular importance to trial lawyers:
Millennials are more ethnically and racially diverse than previous generations.
Millennials are the least overtly religious of all previous generations.
Millennials are more highly educated than previous generations.
Millennials are less likely to be married or have children than previous generations were at comparable ages. They are more likely to be living with other family members, such as their parents, than were those in the two previous generations at the same age. They are more tolerant and supportive of nontraditional behaviors regarding marriage and children.
The Millennial Generation is the first “always connected” generation, and Millennials highlight technology use as the defining characteristic of their generation. They treat their cell phones as appendages, with 83 percent sleeping with their cell phone at their bedside every night. Seventy-five percent of Millennials have profiles on at least one social networking site, 62 percent connect to the internet wirelessly when away from home, 20 percent have posted videos of themselves online, and the typical Millennial sends or receives 20 texts per day. These statistics far surpass prior generations’ technology usage.
Millennials are underemployed but remain optimistic about their future. They are more likely to switch jobs and careers than previous generations.
Millennials are significantly more politically and socially liberal than members of other generations.
Millennials are skeptical of people, with two-thirds saying “you can’t be too careful” when dealing with people.
Communicating With Millennials at Trial
To effectively communicate with Millennials, trial lawyers must keep in mind several key traits that
(Continued on page 19)
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 19
expert’s lengthy résumé. Rather, the expert must teach them in a way they will understand, keeping their attention and leading them to the answer, rather than telling them the answer.
Fourth, like Generation Xers, Millennials are visual learners who are used to oral messages being accompanied by and reinforced with visuals. This is how they process and retain information. Therefore, having clean, simple, polished, and professional visuals to accompany messages at trial is critical to reaching Millennials. Further, having multiple visual aids will keep Millennials’ attention and is a way to emphasize messages without unwelcome repetition.
Finally, Millennials are skeptical of people, and lawyers are no exception. Therefore, similar to Generation Xers, the title of “lawyer” does not earn you any amount of respect or trust from Millennials. Again, they do not view anyone but themselves as authorities. Trial lawyers must work hard to earn their respect and trust. This means being yourself, being honest, and not “playing games” with the other side during trial. Many trial lawyers make the mistake of believing that the theatrics that once defined a great trial lawyer will appeal to Millennials because they are entertaining, but don’t underestimate Millennials’ intelligence. While they may find the theatrics entertaining, they are likely to see them for what they are and will only become more skeptical of the lawyer.
Conclusion
Based on their stereotypes as narcissistic, lazy, and self-entitled, lawyers tend to count Millennials out as influential jurors. But don’t. More and more, Millennial jurors are volunteering for the foreperson role. Due to their highly structured childhoods, they tend to be structural leaders rather than opinion leaders, making sure that all jurors have an opportunity to speak and that they follow the law. From the plaintiffs’ perspective, Millennials tend to award significantly higher damages, having grown up hearing dollar figures that seemed outrageous to previous generations. From the defense perspective, Millennials’ skepticism of people can serve a critical role. For instance, they are more likely to
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Meet the Millennial Juror: Effectively Communicating With “The Narcissistic Generation” at Trial
distinguish them from previous generations. First, Millennials define themselves by technology, and thus, trial lawyers must embrace technology. They have grown up in a time when, within hours of an event, news stations have animations, visuals, and graphically created depictions of the event. Millennials expect to the see the same in the courtroom. And many of them can create (or at least believe they can create) such visuals themselves through any number of computer programs or iPhone applications in an instant. Gone are the days where there was a concern that impressive graphics and animations might look too “expensive” or “fancy” and will turn off jurors. Instead, we have come full circle to a place where impressive graphics and animations are expected and necessary for effective juror communication.
Second, Millennials are impatient and have short attention spans. They are used to learning through short bursts of information accompanied by graphical depictions that communicate directly and get to the point quickly. They do not want lengthy, detailed, and unnecessary information. Keep in mind that they grew up in the world of television courtroom dramas such as Law & Order, where a trial commenced about halfway through the show and concluded within 30 minutes. While Law & Order obviously is unrealistic, the point is that Millennials simply will not tolerate mass amounts of irrelevant information. This is the complete opposite of Baby Boomers who – while still expecting top-notch work in the courtroom – will put the work into sorting through information.
Third, Millennials are narcissistic and highly educated. They do not view lawyers or expert witnesses as experts or voices of authority. They are the authorities and want to be the experts. They want to be educated and led to the conclusion, not told the conclusion. While experts still play a critical role at trial, their importance to Millennials is as teachers rather than authority figures. While Baby Boomers tend to trust the word of an expert with the best academic credentials and real-world experience who worked hard to advance just like they did, these attributes are less important to Millennials, who will not “take an expert’s word for it” just because of the
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The eDigest • A Publication of the Arizona Paralegal Association • September 2016 20
question a plaintiff about what conduct or failure to act by that plaintiff may have played a role in the event leading to an injury or lawsuit.
Technology, visual communication, and getting to the point quickly are the keys to effectively communicating with Millennials. Consider this: When was the last time you were on an elevator with a Millennial who wasn’t looking at his or her smartphone even while talking to someone else? Millennials lose focus fast when something does not keep their attention and interest them. To keep them from spending their time in the jury box panicking from the temporary loss of their most important accessory, trial lawyers must have an entertaining, visual presentation that keeps Millennials’ attention. They have neither the patience nor the inclination to watch a story unfold on a chalkboard or flip chart.
Millennials are game-changers who require trial
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Meet the Millennial Juror: Effectively Communicating With “The Narcissistic Generation” at Trial
lawyers to rethink how they communicate with jurors. A failure to adjust and adapt and take Millennial jurors into consideration when preparing for trial undoubtedly will result in adverse outcomes as the Millennial juror population continues to rapidly grow.
Reprinted with permission of Stacey A. Greenwell, Thompson Hine, LLP, http://www.thompsonhine.com/
Disorderly conduct statute should not be used to combat rudeness or for social engineering.
Matter of Welfare of M.A.H., 572 N.W.2d 752 (Minn.App., 1997)
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 21
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 22
Vol. 12, No. 9 September 2016
Strategic Plan 2017-2019
The Clerk’s Office has published its strategic plan for 2017-2019. Strategic plans are a valuable tool for the Clerk’s Of-fice to identify trends, define priorities, and recommit to its values of innovation, collaboration, excellence, and diversity. The plan’s top three priorities are customer satisfaction, employee development, and financial management.
The Clerk’s strategic plan includes improving customer service on multiple fronts. Juvenile records will be added to the Electronic Court Record Online and eFiling will be expanded to more documents while the eFiling experience itself im-proves. Payment options will expand beyond normal business hours and locations. Where possible, the Clerk ’s suc-cessful eCertification process that has been in place since 2013 will expand beyond service to public agencies.
Satisfied employees create satisfied customers. The Clerk’s Office will continue successful programs and introduce new opportunities for employees. By 2020, nearly 20% of the Clerk’s staff will be eligible for retirement. Improved training, succession planning, mentoring, flexible schedules, and internal advancements will continue and enhance the opportu-nities available to the Clerk’s career professionals.
Each year the Clerk’s Office receives and distributes an average of more than 120 million dollars in support, restitution, and other court fines, fees, and bonds. Proper management of these monies is paramount to preserving the trust of those we serve. Improving these aging systems is a top priority for the Clerk’s Office and its technology department. Many of these systems and technology improvements, while invisible to the public and our customers, will ensure the Clerk’s ability to carry out its mission of progressive and efficient court records management and financial services.
For details of the Clerk’s strategic plan, go to http://www.clerkofcourt.maricopa.gov/news/StrategicPlan2017-2019.pdf.
Limited Juvenile File Counter Coming to Downtown Phoenix
By the end of September, parties and their attorneys who have a juvenile case hearing at the Old Courthouse (OCH) in downtown Phoenix will be able to file subsequent (non-case-initiating) documents at the Window 1 file counter in the Central Court Building (CCB). Juvenile dependency petitions will not be accepted at the downtown file counter when this new service is established. All cases, including dependencies, must continue being initiated at a juvenile court facility (at the Durango facility in Phoenix or at the Southeast Juvenile Court in Mesa).
The current service allowing documents to be accepted for filing in the OCH courtrooms will continue. If a judicial officer at OCH signs an Order of Adoption, the parties or their attorney can purchase a certified copy of that order from the OCH file counter while still onsite – they will not need to go to CCB or another location for this service.
Having a juvenile file window will improve the handling of approximately 2,400 juvenile documents filed each month, most of which relate to an average of 800 hearings held monthly at the Old Courthouse. The Clerk’s Office will track the volume, successes, and potential of this change and adjust staffing and resources over time.
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 23
Digging Deeper with
Investigative Research Sources on Lexis
Advance
Wednesday, October 12, 2016 12:00 noon to 1:00 p.m. (AZ time)
By Barbara Ann Kersey Research Consultant LexisNexis
SAVE THE DATE! October APA Webinar
This seminar will focus on specific tasks you may be asked to perform in your job, and how LexisNexis can help. This webinar offers tips on:
How to gather intelligence on people, companies, assets and property;
How to search judgments and liens, bankruptcy filings, real estate records, corporate filings, civil and criminal court filings, verdicts and settlements, licenses, and find phone numbers;
How to research experts and gather intelligence and historical deposition testimony of experts;
How Lexis's News and Legal News can help you with your searches, and explore the benefits of Lexis's Directories on Experts, Judges, Attorneys, Scientists and more;
Lexis's CourtLink, and how you can conduct document and word searches across the documents filed with the US District Court and some online state courts;
How to easily Shepardize cases and verify citations.
Learn how to attain a LexisNexis Certificate to add to your resume.
Save the date and watch for emails to register online.
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 24
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 25
APA MEMBER JOB BANK
Attention APA Members It is the policy of the Arizona Paralegal Association that Job Bank information only be provided to members of the APA.
Please honor this policy by not giving this information to others but, instead, let them know how they can join!
Job Bank notifications provided as a member benefit to APA members. The APA gathers information on available job opportunities throughout the community from many sources. The following jobs are provided with the assistance and research of many, including law firms, companies and schools in the community such as Phoenix College and others. The APA thanks all of those who have given of their time and resources in bringing this information to the legal community. Legal Administrative Assistant/Receptionist is needed for answering all calls, scheduling all appointments, client intakes, all admin duties, possibly drafting documents, booking documents, filing. [email protected] AMEX is seeking a Anti Money Laundering Analyst for its Financial Intelligence Unit to conduct a time-sensitive, meticulous investigation and analysis of each instance of potential Anti-Money Laundering activity and/or suspicious financial activity across multiple jurisdictions and countries, utilizing a wide variety of research and analytical tools. [email protected] Bryan Cave is seeking a Real Estate Paralegal and Litigation Paralegal in their Chicago office. https://www.bryancave.com/en/careers/other-professionals.html Trust & Estate Administration Paralegal to handle all post-death administration. [email protected]
Northern Arizona University (NAU) is seeking a Technology Transfer Coordinator (TTC) to serve as a key member of the NAU Innovations team. The TTC coordinates activities associated with NAU’s intellectual property portfolio, including invention disclosures, patent applications, registered copyrights, commercialization and other agreements, and existing patents. https://hr.peoplesoft.nau.edu/psp/ph92prta/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?FOCUS=Applicant&Siteid=1&FolderPath=PORTAL_ROOT_OBJECT.HC_HRS_CE_GBL2&IsFolder=false&IgnoreParamTempl=FolderPath%25252cIsFolder Hildebrand Law, PC is a family law and estate planning law firm located in the heart of Scottsdale, Arizona. We are searching for an experienced family law paralegal (at least two years family law experience preferred) to join our group of seven attorneys and team of support professionals. [email protected] Small boutique firm needs personal injury paralegal ASAP. Boutique criminal defense, personal injury, and civil litigation practice. Work primarily with one attorney. [email protected]
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DO YOU KNOW OF A PARALEGAL POSITION AT YOUR PLACE OF EMPLOYMENT?
If so, advise your employer that the APA offers ad space for paralegal jobs to employers free of charge! To place a job bank ad or for information on a job, send an e-mail to Seth U. Nwosu at [email protected] .
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 26
APA MEMBER JOB BANK
Attention APA Members: It is the policy of the Arizona Paralegal Association that Job Bank information only be provided to
members of the APA. Please honor this policy by not giving this information to others but, instead, let them know how they can join!
THE FOLLOWING JOB LISTINGS WERE PROVIDED BY PHOENIX COLLEGE LEGAL STUDIES PROGRAM: The job opportunities below have been researched, selected, compiled, and in many cases the links shortened for ease of use by the Paralegal Studies Program at Phoenix College as a service to its students and graduates. No claim is made to the original source of the job postings. If this compilation is forwarded, reproduced, or included in other services it should be accompanied by an acknowledgment of the Phoenix College Paralegal Studies Program. Moorhead Law, PLC, a small Family Law Firm located in the North Valley, is seeking a Legal Assistant/Paralegal. This is a part-time position (approx. 20-30 hours per week) with the potential for full-time employment in the future. Family Law experience is preferred. For more information and to apply for this position, go to: http://bit.ly/2b9p4QI Desert Schools Federal Credit Union in Phoenix is seeking a Compliance Specialist to be responsible for supporting the credit union's regulatory compliance efforts to adhere to all federal and state statutes and regulations. For more information and to apply for this position, go to: http://bit.ly/2bmd1Am Clark Hill PLC, an Am Law 200 law firm in Scottsdale, seeks an experienced and highly motivated legal secretary to join its busy litigation department. For more information and to apply for this position, ho to: http://bit.ly/2b41g4C GivingTree Wellness Center in Phoenix is seeking a part-time Compliance Coordinator to work directly with the Head Compliance Officer to ensure the highest degree of integrity and compliance with all federal and state laws. For more information and to apply for this position, go to: http://bit.ly/2bCMRsk
Santander Consumer USA in Mesa is seeking a Lease Coordinator I. This position handles the end of term lease from 180 days until the lease is sold at auction while providing world class customer service; and draws upon knowledge of Bankruptcy and state laws pertaining to legal sale of inventory. For more information and to apply for this position, go to: http://bit.ly/2bmhDGF PetSmart is seeking a Senior Paralegal – Real Estate for their Legal Department in north Phoenix. For more information and to apply for this position, go to: http://bit.ly/2bPsQmx Growing fast paced family law practice in north Phoenix is in immediate need of an experienced family law paralegal able to handle a complex family law caseload. For more information and to apply for this position, go to: http://bit.ly/2b6vTRu North Scottsdale law firm is seeking an experienced receptionist to join our busy team. For more information and to apply for this position, go to: http://bit.ly/2bPuxA0 Legal Assistant/Paralegal needed for a small northwest Phoenix law firm. The candidate will be responsible for managing files from start to finish, and will be involved in all aspects of litigation, real estate, trust and probate administration. Salary range of $35k to $42k, DOE. For more information and to apply for this position, go to: http://bit.ly/2boQFwj Small law firm in central Phoenix handling juvenile, civil, and family law matters looking for a legal assistant 24 – 40 hours per week. For more information and to apply for this position, go to: http://bit.ly/2bAlmPt Ogletree Deakins is one of the largest labor and employment law firms representing management in all types of employment-related legal matters. Our Phoenix office has an opportunity for an experienced Legal Practice Assistant to join the firm’s expanding practice. For more information and to apply for this
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The eDigest • A Publication of the Arizona Paralegal Association • September 2016 27
position, go to: http://bit.ly/2bwQvTY Northern Trust Corp. is seeking a Financial Crimes Investigation Analyst for their Tempe office. Under general supervision this position is responsible for the investigation, documentation, and reporting of potential financial crime incidents involving Northern Trust accounts, clients, or employees. For more information and to apply for this position, go to: http://bit.ly/2bjnEnI Osborn Maledon, P.A. in Phoenix ix seeking a Junior Commercial Litigation Paralegal. For more information and to apply for this position, go to: http://bit.ly/2bwV5Si Warner Angle Hallam Jackson & Formanek in Phoenix is seeking a Family Law Legal Secretary. For more information and to apply for this position, go to: For more information and to apply for this position, go to: http://bit.ly/2bMKFm7 Dunlap & Magee Property Management, Inc. in Phoenix is seeking a Compliance Officer – Affordable Housing Program. For more information and to apply for this position, go to: http://bit.ly/2b5a4Sd Robbins & Curtin. LLC in Phoenix is seeking a Litigation Secretary. For more information and to apply for this position, go to: https://cb.com/2bFAQoy National plaintiff trial firm seeks an experienced (3-5+ years) litigation Paralegal for an exciting opportunity to be part of a growing nationwide practice. For more information and to apply for this position, go to: http://bit.ly/2bgUk23 Solo attorney in Phoenix is seeking a part-time bilingual assistant/secretary for 20-25 hours per week in a friendly, family law practice. For more information and to apply for this position, go to:
http://bit.ly/2bq0IFC Matrix Absence Management in Phoenix is seeking a Claims Examiner, Workers’ Compensation. This position handles Workers Compensation Claims for large Self Insured and Insured clients, and will investigate, evaluate and determine benefit eligibility of claims in a timely fashion. This position will also manage subrogation of claims and negotiate settlements. For more information and to apply for this position, go to: http://bit.ly/2baekTO Wells Fargo is seeking an Operations Legal Specialist 2 for their Chandler location. This position is responsible for reading, interpreting and researching various types of legal documents and correspondence, such as; Subpoenas, IRS Summonses, Search Warrants, National Security Letters court orders. For more information and to apply for this position, go to: http://bit.ly/2b20AZN Chub is seeking a Casualty Claim Examiner II for their Phoenix office. Certified Paralegal, Legal Assistant or litigation adjuster experience preferred. For more information and to apply for this position, go to: http://bit.ly/2aSwhrj Titan Lien Services works to assist contractors protect and grow their business. We offer paperwork services and legal document preparation. We are currently seeking an Office Assistant – Researcher (entry level). Compensation: $12.00 per hour. For more information and to apply for this position, go to: http://bit.ly/2bl5kvu Truckstop.com is seeking a Paralegal for our Phoenix office. This position is responsible for reviewing, negotiating, and facilitating the completion of a high volume of customer, vendor, alliance partner, and other contracts in support of organizational wide initiatives, as well as engage and collaborate with outside attorneys as needed. For more information and to apply for this position, go to: http://bit.ly/2boFILH
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Attention APA Members It is the policy of the Arizona Paralegal Association that Job Bank information only be provided to members of the APA.
Please honor this policy by not giving this information to others but, instead, let them know how they can join!
APA MEMBER JOB BANK
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 28
Kelly Law Team, PLLC is seeking a full time experienced paralegal for a busy law firm. For more information and to apply for this position, go to: http://bit.ly/2bydwcr Phoenix firm is seeking paralegal with a minimum of 3 years Family Law experience. For more information and to apply for this position, go to: http://bit.ly/2bajq2l Snow, Carpio & Weekley, PLC in Phoenix is currently seeking a bilingual Workers' Compensation Legal Assistant/Paralegal. For more information and to apply for this position, go to: http://bit.ly/2bpleCd Prescott law firm is seeking a paralegal/secretary for Elder Law Attorney to work in areas of estate planning, probate & trust administration, special needs planning, Arizona Long Term Care System applications, guardianship & conservatorship, and related litigation. [email protected] The law firm of Snell & Wilmer has developed a program to train new graduates who have an interest in becoming legal secretaries. This position requires an ability to quickly learn. Experience working in an office and administrative skills are helpful. The trainee must have a desire to assist attorneys in properly managing his/her professional, civic, and bar-related activities, relationships and tasks. [email protected] Gurstel Chargo PA in Scottsdale is seeking a Legal Assistant/Paralegal. We are a Law Firm of passionate, talented, and experienced attorneys and staff. We are looking for individuals with that same dedication and passion to join our team. For more information and to apply for this position, go to: http://bit.ly/2bc3Hx2 Snell & Wilmer L.L.P., one of the largest and most
prestigious law firms in the Western United States is currently seeking a full time Records Assistant to support litigation paralegals and attorneys with client matters. For more information and to apply for this position, go to: http://bit.ly/2btg3Th Native American Connections in Phoenix is seeking a Compliance Specialist to be responsible for ensuring continued compliance with Low Income Housing Tax Credit and HOME regulatory guidelines. For more information and to apply for this position, go to: http://bit.ly/2b6Negl Red Vision Systems Inc. in Phoenix is seeking an Arizona Title Examiner. This position is responsible for examining titles ranging in complexity, to determine status of title or establish chain of title. For more information and to apply for this position, go to: http://bit.ly/2bibvlp Apex Systems Inc. in Scottsdale is seeking a Grievance Analyst – UAM to handle complaints, resolve grievances and conflicts or otherwise negotiate with participants. Compensation: $17 an hour – Contract. For more information and to apply for this position, go to: http://bit.ly/2buYHHG Commercial collection agency located in Peoria is seeking a sharp, experienced paralegal for a full time Legal Coordinator position; 40 hours per week, Monday - Friday, flex schedules considered. Compensation: $40,000 to $60,000 Annually. For more information and to apply for this position, go to: http://bit.ly/2aOF0dN Tempe Collections Law Firm is seeking full-time Legal Assistants for our Civil Litigation Department, in a fast paced, high volume office. For more information and to apply for this position, go to: https://cb.com/2bv41KT Centene Corporation in Tempe is seeking a Legal
(Continued from page 27)
(Continued on page 29)
Attention APA Members It is the policy of the Arizona Paralegal Association that Job Bank information only be provided to members of the APA.
Please honor this policy by not giving this information to others but, instead, let them know how they can join!
APA MEMBER JOB BANK
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 29
Attention APA Members It is the policy of the Arizona Paralegal Association that Job Bank information only be provided to members of the APA.
Please honor this policy by not giving this information to others but, instead, let them know how they can join!
Analyst to research government regulations and guidance on the health care industry, including on PBM operations—Paralegal Certification a plus. For more information and to apply for this position, go to: http://bit.ly/2aUXFjj Goldberg & Osborne in Phoenix is seeking an experienced Litigation Assistant. For more information and to apply for this position, go to: https://cb.com/2aWST87 The Berkshire Law Office, PLLC is looking for an additional full time experienced family law paralegal/ assistant. The firm handles primarily family law trial court level and appellate matters. For more information and to apply for this position, go to: http://bit.ly/2bcJ6J1 East valley firm is seeking a full or part time experienced domestic relations litigation paralegal. For more information and to apply for this position, go to: http://bit.ly/2btzVET A part-time file clerk / admin assistant is needed for Jackson White P.C., a 75-person law firm in downtown Mesa. For more information and to apply for this position, go to: http://bit.ly/2aX9CrY East Valley Law Firm has an immediate opening for a pre-litigation personal injury paralegal. This position works in conjunction with our attorneys on personal injury and wrongful death matters. For more information and to apply for this position, go to: http://bit.ly/2biIwfQ An opportunity has arisen for a candidate to join a busy team of Legal Assistants who support a team of bankruptcy lawyers in the Gilbert area. For more
information and to apply for this position, go to: http://bit.ly/2bvskIP The Sampair Group, located near Arrowhead Mall, is looking for an experienced, energetic, positive, team player to join our operations team. We are seeking an Administrative Assistant to assist our Operations Manager with daily operations. For more information and to apply for this position, go to: http://bit.ly/2bldrWl
(Continued from page 28)
APA MEMBER JOB BANK
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 30
NALA NOTES Submitted by: Holly A. McGee
NALA’s 2016 Annual Meeting was held July 13-15, 2016. I had the privilege of attending this event and want to recap significant events of the meeting in this month’s NALA Notes.
The meeting was held in Las Vegas, Nevada, and was hosted by the Las Vegas Valley Paralegal Association among other local and neighboring affiliates. The LVVPA, along with several other affiliate associations, in-cluding our very own Arizona Paralegal Association, hosted the “early bird” reception in the evening on July 12, for those attendees arriving early (or already arrived as the case may be) for the conference.
As always, NALA focused on outstanding education selections. The schedule was a bit different than in years
past and provided quite a few more options for attendees. Sessions included the standard Essential Skills clas-
ses to prepare for the CP exam, as well as the following list of varied classes:
In addition, the Nebraska Paralegal Association presented “How to Put on Fantastic Seminars” during the As-sociated Affiliates Meeting on Day 1 of the convention.
Anti Money Laundering Dissecting Provisions of Purchase and Sale
Agreements for Real Property Sports Litigation Updates and Trends Introduction to Legal Aspects of a Feature
Film The Top 10 Apps for Paralegals Communicating with Charisma Legal Project Management Copyright Law and the Internet Finding Clues and Solving Mysteries in Real Estate Due Diligence A Basic Guide for Paralegals Sports Litigation Legal Considerations
The Law of Music Technology and Ethics Negotiating Provisions of Financing Docu-
ments Intellectual Property Crimes Advanced Aspects of a Feature Film Using Technology to Implement Systems,
Eliminate Disruptions, and Maximize Quality Work Product
Attorney Client Privilege
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 31
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NALA Board Members for 2016-2017
President: Cassandra Oliver, ACP Vice President: Jill I. Francisco, ACP Secretary: Melissa J. Hamilton, ACP Treasurer: Debra L. Overstreet, ACP Directors-Area 1: Debby J. Sawyer, ACP Jaye L. Koch, ACP Directors-Area 2: Melissa M. Klimpel, ACP Elizabeth H. Nellis, ACP Directors-Area 3: Annette R. Brown, ACP Michele T. Pfeiffer, ACP Professional Development Committee Chair: Andrea Schultz, ACP Continuing Education Council Chair: Jeanne Elliott, CP Advanced Paralegal Certification Board Chair: Dawnee L. Linenbrink, ACP Certifying Board Chair: Cathy Hulsey, ACP Affiliated Association Director: Jane McKinnon, ACP Executive Director: Greta Zeimetz, CAE
See you next year in Orlando! July 19-21, 2017
NALA Reminders:
Deadline to submit application for September 2016 CP testing window is August 1, 2016.
Facts & Findings – July/August Edition is now available in digital format only
and can be accessed through NALA’s website or by downloading the NALA Apple or Android app.
The eDigest • A Publication of the Arizona Paralegal Association • September 2016 32
GOT CLE?
NALA CLE! NALA offers continuing education credits in a variety of ways to fit your schedule— Search this
site for additional available topics http://www.nala.org and click under the education tab.
NALA offers Live Courses, Self-Study Courses, Webinars, and On Demand Webinars. The audio files and handout material are copyrighted by NALA and the authors. They are for personal use only. Duplication of any of the material or any commercial use is strictly prohibited.
Upcoming Webinars
September 1, 2016 – Estate Planning in Action September 8, 2016 – The Science of Living in Balance September 13, 2016 – Excel for Paralegals September 16, 2016 – Domestic Violence Victims September 21, 2016 – Introduction to Environmental
NATIONAL BUSINESS INSTITUTE www.nbi-sems.com
Live Video Webcasts
http://www.nbi-sems.com/Default.aspx/Video-Webcasts/?NavigationDataSource1=N:63782
September 7, 2016 Drafting Wills From Start to Finish (6.00 AZ CLE)
September 8, 2016 Legal Ethics of Email and Other Digital Com-munication (3.00 AZ CLE)
September 15, 2016 The NEW Bankruptcy Rules and Forms: ARE YOU READY? (6.00 AZ CLE)
September 19, 2016 Marijuana Law Ultimate Guide (6.00 AZ CLE) September 22, 2016 Advanced Civil Trial Practice(6.00 AZ CLE)
Lorman Live Webinars www.lorman.com
Under the Training tab, click CLE, and choose Arizona CLE or click the link below: http://www.lorman.com/training/?topics=&credits=AZ-CLE&products=&states=&s=product-index&q=&sort=relevance?s=BLPlink
September 15, 2016 – Power of Attorney: Medical Records Release Concerns
Maricopa County Bar Association Self Study
http://www.shop.maricopabarcle.com/
Billing Tips to Stay Ethical And Get Paid (1 credit hour)
Understanding and Using Family Services in your Family Law Case (1 credit hour)
Top Things That Irritate JA’s and Clerks (1 credit hour)
Maricopa County Bar Association CLE CLE CALENDAR
http://mcba.site-ym.com/events/event_list.asp
September 15, 2016 Legal Writing Workshop September 28, 2016 Appellate Practice Basics
Arizona Bar Association www.azbar.org/CLE
Organization for Legal Professionals www.theolp.org/education
West Legal Education www.westlegaledcenter.com
Institute of Paralegal Education www.ipe-sems.com
LexisNexis www.lexisnexis.com
PLI http://www.pli.edu National Constitution Center www.constitutionconferences.com
ALA-ABI www.ali-aba.org
The ALA-ABI site has excellent online CLE courses, forms, printed books, MP3 CDROMs, CLE DVDs, CLE MP3 Downloads, CLE Court Materials and Course Pa-pers.
IPE (Institute for Paralegal Education) www.ipe-sems.com
LEXIS NEXIS Paralegal Community has some good information, as well.
Check it out: http://law.lexisnexis.com/communityportal/articles/default.aspx?g=QfsTyLJ1USs=&c=EZggD7hDKLw=
OnDemand CLE https://azbar.inreachce.com/Search?mediaType=494a95bb-1e05-4c5b-a25f-36ad84bd4c39
If you know of any other sources for CLE and would like listings to be placed in this publication, please email the information to the eDigest Editor at [email protected]