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Civil Litigation & Trial Skills

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Subpoenas: Everything Paralegals Need to Know

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
OnDemand
5 hours 57 minutes
Melisa Hargrove
Joshua Offenhartz
Michelle Balady
Kenyatta Bethea
With Melisa Hargrove from Willcox, Buyck & Williams, PA + 3 others
Recorded October 14, 2025
Product ID 101091

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Course Includes
$319

OnDemand Video

Video Download

Course Book Download

OnDemand content will be available within 14 days of event date.

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$69/month

Overview

Be Ready to Draft, Serve, Track, and Respond With Confidence

Ready to uncover the full scope of subpoena knowledge you need to succeed? This is your all-in-one guide to mastering subpoenas. Whether you're just starting out, looking for a refresher, or trying to round out your knowledge, this program is packed with practical tips, tools, and real-world examples to make sure you're ready to handle subpoenas efficiently and ethically. By the end, you'll have a solid action plan to improve your results. Register today!

  • Determine when and why to use a subpoena over alternative methods.
  • Discover how to handle subpoenas across state lines.
  • Get practical insights on drafting clear and enforceable subpoenas.
  • Learn how to secure everything from medical records to phone records.
  • Review best practices for responding to subpoenas.

Abbreviated Agenda

  1. Subpoena Refresher: Types, Use Cases, and Rules
  2. Interstate Subpoenas and the Uniform Interstate Depositions and Discovery Act (UIDDA)
  3. Drafting and Serving Subpoenas: Paralegal Best Practices
  4. Tracking Subpoenas and Dealing With Noncompliance
  5. How to Subpoena Different Types of Records: Medical, Financial, Electronic, and More
  6. When and How to Subpoena Government Records
  7. Responding to Subpoenas
  8. Ethical Best Practices for Dealing With Subpoenas

Related Topics

Product ID 101091

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Subpoena Refresher: Types, Use Cases, and Rules

    1. Types of Subpoenas
    2. Subpoena vs. Alternatives
    3. Tips for Minimizing Subpoena-Related Expenses
    4. Rules of Procedure Refresher
    5. Notable Court Decisions on Subpoena Scope

  2. Interstate Subpoenas and the Uniform Interstate Depositions and Discovery Act (UIDDA)

  3. Drafting and Serving Subpoenas: Paralegal Best Practices

    1. Key Elements of a Subpoena
    2. Best Practices for Drafting: Scope, Language, and Deadlines
    3. Ensuring Proper Notice and Service
    4. Common Mistakes to Avoid

  4. Tracking Subpoenas and Dealing With Noncompliance

    1. Using Logs or Docketing Systems, Setting Calendar Reminders
    2. Communication and Follow Up
    3. Handling Incoming Records
    4. Assisting With Logistics for Subpoenaed Witnesses
    5. Dealing With Partial Compliance and Noncompliance

  5. How to Subpoena Different Types of Records: Medical, Financial, Electronic, and More

    1. Medical Records
    2. Financial and Banking Records
    3. Employment Records
    4. Business Records
    5. Phone, Email, and Text Messages
    6. Social Media and Internet Content

  6. When and How to Subpoena Government Records

    1. Subpoenas as an Alternative to FOIA and State Equivalents
    2. Public Records vs. Protected Info
    3. Subpoenaing Different Agencies
    4. Anticipating and Overcoming Common Hurdles

  7. Responding to Subpoenas

    1. Filing Objections
    2. Motions to Quash or Modify
    3. Document Review, Redaction, and Production
    4. Bates Stamping and Managing Logs

  8. Ethical Best Practices for Dealing With Subpoenas

    1. Confidentiality and Privilege
    2. Avoiding UPL
    3. Know When to Escalate Issues to Your Attorney
    4. Fair Dealing and Truthful Service
    5. Communication With Third Parties

Who Should Attend

This basic level course provides everything paralegals need to know about handling subpoenas. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Melisa Hargrove
Melisa
Hargrove
Willcox, Buyck & Williams, PA
Joshua C Offenhartz
Joshua
Offenhartz
Kahana Feld
Michelle C Balady
Michelle
Balady
Reisz Siderman Eisenberg APC
Kenyatta R Bethea
Kenyatta
Bethea
Holloway Bethea & Osenbaugh P.L.L.C.
Speaker bio
Melisa Hargrove

Melisa Hargrove

Willcox, Buyck & Williams, PA
Melisa Hargrove

received her associate degree in civil service (legal assistant) from Trident Technical College in 2002. She has over 23 years of legal experience, including working for the South Carolina Judicial Department for Circuit Court Judge Carmen Mullen. She joined the law firm of Willcox, Buyck & Williams, PA as a litigation paralegal in August of 2009. She is a certified paralegal with the National Association of Legal Assistants and the South Carolina Bar Association, and holds an advanced certification in trial practice. She is a board member of Keep Florence Beautiful. 

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Speaker bio
Joshua C Offenhartz

Joshua Offenhartz

Kahana Feld
Joshua Offenhartz

is an attorney with Kahana Feld. He is a business attorney who represents clients in the finance, medical, construction, real estate and culinary industries. Mr. Offenhartz has significant experience managing all phases of litigation, including preliminary investigations, discovery, depositions, settlement negotiations, mediation, motions for summary judgment, trial and appeals. Additionally, he serves as outside counsel for several small, medium and growing businesses that need day-to-day legal advice for their growing companies. Mr. Offenhartz is a member of Madison School District's Financial Advisory Board and a board member of the Desert States Region of Jewish National Fund. He supports the Phoenix Art Museum as a member of the Men's Art Council, and helps others by volunteering with Big Brothers and Big Sisters of Arizona, Saint Mary's Food Bank and the Wounded Warrior Project. Mr. Offenhartz earned his B.S. degree in public administration from the University of Arizona, and his master's and J.D. degrees from Arizona State University. He is licensed to practice law in Arizona; Southern District Court, District of Arizona; and Southern Court of Appeals, Ninth Circuit.

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Speaker bio
Michelle C Balady

Michelle Balady

Reisz Siderman Eisenberg APC
Michelle Balady

is a partner at Reisz Siderman Eisenberg APC. She has experience in civil litigation for both plaintiff and defense with extensive knowledge in all areas of personal injury law. Ms. Balady also has experience in professional liability defense, including medical malpractice and legal malpractice claims. Ms. Balady currently handles general liability defense claims.Ms. Balady graduated in 2012 from the University of Southern California with a B.A. degree in communication. Thereafter, she earned her J.D. degree from Loyola Law School in Los Angeles, California. Ms. Balady has been practicing law in California at the state and federal levels since 2017.

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Speaker bio
Kenyatta R Bethea

Kenyatta Bethea

Holloway Bethea & Osenbaugh P.L.L.C.
Kenyatta Bethea

is a partner with Holloway Bethea & Osenbaugh P.L.L.C. He has been handling medical malpractice cases since he began practicing law with a large portion of his practice focusing on traumatic brain injury cases. Mr. Bethea sits on the Board of Directors for the Oklahoma County Bar Association. He also sits on the Oklahoma Association of Justice Advisory Board. Mr. Bethea's achievements have earned his inclusion in Oklahoma Super Lawyers. He earned his B.A. and J.D. degrees from the University of Oklahoma.

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What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.
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Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

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