Civil Litigation & Trial Skills

4.0

Records Request Guide for Paralegals: Public, Medical, Phone, and More

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
OnDemand
2 hours 54 minutes
Jonathan Schutrum
Antoinette VanSchaick
With Jonathan J. Schutrum from Dickie McCamey & Chilcote, P.C. + 1 other
Product ID 98316

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Course Includes
$99

OnDemand Video

Video Download

Course Book Download

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


or
Upgrade to IPE Unlimited Pass and Get This Course
$69/month

Overview

Tailored Insights for Getting the Records You Need

Join our experienced faculty as they discuss the essentials of making records requests in and outside of discovery. From public records to medical records, phone records, and more, gain the skills you need to gather key information and evidence for the case. Expand and build your knowledge - register today!

  • Examine the best practices for records requests.
  • Learn how to obtain records from medical and mental health providers.
  • Confidently locate and secure financial, employment, and business records.
  • Review best practices for record organization and handling.

Abbreviated Agenda

  1. How to Request Medical and Mental Health Records
  2. Obtaining Financial, Employment, and Business Records
  3. Requesting Social Media, Email, and Phone Records
  4. Must-Know Websites: Finding Public Records and Information Online
  5. FOIA Process, Public Records Law Compliance, and Recent Legal Developments
  6. Best Practices for Organizing and Handling Records
Product ID 98316

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Select Jurisdiction

Agenda

All times are shown in
  1. How to Request Medical and Mental Health Records

  2. Obtaining Financial, Employment, and Business Records

  3. Requesting Social Media, Email, and Phone Records

  4. Must-Know Websites: Finding Public Records and Information Online

  5. FOIA Process, Public Records Law Compliance, and Recent Legal Developments

  6. Best Practices for Organizing and Handling Records

Who Should Attend

This intermediate level course is designed to give the following attendees the knowledge needed to request different records:

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

Speakers

Jonathan J Schutrum
Jonathan J.
Schutrum
Dickie McCamey & Chilcote, P.C.
Antoinette B VanSchaick
Antoinette B.
VanSchaick
Siben & Siben LLP
Speaker bio
Jonathan J Schutrum

Jonathan J. Schutrum

Dickie McCamey & Chilcote, P.C.
Jonathan Schutrum

is an associate in the Dickie McCamey & Chilcote, P.C. litigation department, where he focuses his practice in medical and professional malpractice defense, nursing home litigation, municipal and governmental litigation, product liability, and insurance defense litigation. An experienced attorney, Mr. Schutrum has successfully prosecuted and defended legal actions in both New York state and federal courts. He also has experience handling and resolving matters through alternative dispute resolution and mediation. Mr. Schutrum graduated, magna cum laude, from George Washington University before earning his law degree from the Syracuse University College of Law. He is a member of the New York State Bar Association and Bar Association of Erie County.

Speaker bio
Antoinette B VanSchaick

Antoinette B. VanSchaick

Siben & Siben LLP
Antoinette VanSchaick

obtained her B.A. degree in social sciences from Dowling College. She has been employed in the legal field for 30 years; the last 20 of which have been as a certified professional paralegal after having passed the inaugural Professional Paralegal Certification exam offered in 2004 by NALS, the association for legal professionals. Currently, Ms. VanSchaick is in her fourth recertification cycle and is expected to recertify by September 2029. During her 30 years in the legal profession, she has worked in matrimonial/family law, real estate, and estate administration, as well as her primary specialty, plaintiff's personal injury, where she was managing files from intake through resolution. Ms. VanSchaick is employed by Siben & Siben LLP in Bay Shore, New York as a paralegal in their negligence support department and has been since November 2019. Her primary responsibilities at Siben & Siben, LLP are preparing motions, summons and complaints, and bills of particulars, as well as managing the motion calendar. When needed, Ms. VanSchaick also prepares and follows up on various discovery demands. While she has worked in other areas of law, as mentioned earlier, plaintiff's personal injury is the one she always comes home to. Ms. VanSchaick is currently an active member of NALS, the association for legal professionals, and has been since 1998, during which she has served in various offices and on various committees on the local, state, and national levels. She also became a paralegal member of the New York State Academy of Trial Lawyers in February 2021.

Top FAQs

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.

How do I access my courses?

Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.

Do you have options for attendees who are deaf or hard of hearing?

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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