Family Law

4.3

Complete Divorce Discovery Guide for Paralegals: With Sample Requests and Checklists

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
OnDemand
5 hours 52 minutes
John Killeen
Anne Barber
E. Chris L
Lori Gibson Willard
With John H Killeen from Bodker Ramsey Andrews Winograd & Wildstein + 3 others
Recorded April 10, 2024
Product ID 98426

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


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Overview

From Best Practices for Drafting Discovery Requests to Organizational Best Practices

How confident are you in your ability to draft complete and targeted discovery requests, track down hidden assets, and collect deleted data off phones? In this comprehensive program, our seasoned faculty provide you with effective strategies for managing the discovery process in divorce cases, along with sample checklists and forms to add to your tool kit. You don't want to miss this practical course - register today!

  • Receive practical tips for crafting discovery requests and responses.
  • Discover cutting-edge social media and smartphone evidence discovery strategies.
  • Examine best practices for collecting and reviewing tax returns.
  • Learn tips for obtaining key medical records.
  • Find out how to better organize and prepare discovery documents for trial.

Abbreviated Agenda

  1. Tips and Tricks for Obtaining Evidence From Electronic Devices (With Checklists)
  2. Medical and Mental Health Records Checklists
  3. What Financial Records and Tax Returns Can Show You (With Samples/Checklists)
  4. Best Practices in Organizing, Managing, and Preparing Documents for Trial
  5. Guidelines for Drafting Discovery Requests and Responses (With Samples and Checklists)
  6. Top Ethical Considerations in Discovery for Paralegals
Product ID 98426

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in
  1. Tips and Tricks for Obtaining Evidence From Electronic Devices (With Checklists)

    1. What to Look For, Where to Look For It, and How to Obtain It
    2. Commonly Overlooked Sources of Data 
    3. Facebook and Social Media: Discovery How-Tos and Pointers
    4. Smartphone/Tablet Discovery (Including Instagram, Snapchat, and Other Photo- and Video-Sharing Apps)
    5. Practical Guidance for Drafting Subpoenas for Social Media and Other Digital Records
    6. Best Practices for Managing Electronically Stored Information (ESI)
    7. Helpful E-Discovery Tools, Software, and Applications
  2. Medical and Mental Health Records Checklists

  3. What Financial Records and Tax Returns Can Show You (With Samples/Checklists)

    1. Bank Statements, Pay Stubs, and Other Financial Info
    2. W-2, 1099, 1098, 1044 Forms
    3. Other Tax Forms You May Need
    4. Practical Techniques for Finding Hidden Assets
  4. Best Practices in Organizing, Managing, and Preparing Documents for Trial

    1. Bates-Stamping and Indexing Documents
    2. Maintaining Privilege Logs: Legal Best Practices
    3. Keeping Up Production Logs
    4. Practical Techniques for Tracking and Organizing Documents From the Client
    5. Tactics to Collect and Manage Information From Opposing Parties
    6. Preparing Discovery/Exhibits for Trial
  5. Guidelines for Drafting Discovery Requests and Responses (With Samples and Checklists)

    1. Information and Documents to Obtain from Clients (With Checklist)
    2. Techniques for Crafting Interrogatories and Requests for Production of Documents
    3. Responding and Objecting to Interrogatories and Requests for Documents
    4. Insights on Summarizing Answers and Documents for Your Lawyer
    5. Top 5 Tips for Drafting and Using Requests for Admissions
    6. Essentials of Assisting With Depositions (Including Witness and Depositions Checklists)
  6. Top Ethical Considerations in Discovery for Paralegals

    1. The Unauthorized Practice of Law (UPL)
    2. Communicating With Clients
    3. Safeguarding Client Confidentiality
    4. Duty of Candor in Discovery
    5. Competence
    6. Ethical Considerations Concerning E-Discovery
    7. Dealing With Difficult Clients and Opposing Counsel

Who Should Attend

This intermediate level course is designed to provide paralegals with essential guidelines for conducting discovery in divorce cases. Those who should attend include:

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

Speakers

John H Killeen
John
Killeen
Bodker Ramsey Andrews Winograd & Wildstein
Anne D Barber
Anne
Barber
Anne D. Barber Attorney at Law LLC
E. Chris L'Hommedieu
E. Chris
L'Hommedieu
L'Hommedieu Law Office P.A.
Lori Gibson Willard
Lori
Gibson Willard
Lori Gibson PC
Speaker bio
John H Killeen

John Killeen

Bodker Ramsey Andrews Winograd & Wildstein
John Killeen

is a shareholder and principal in the litigation section of Bodker Ramsey Andrews Winograd & Wildstein PC, where his areas of practice include estate and probate litigation, divorce and family law, commercial litigation, and civil litigation. He is a member of the State Bar of Georgia, and the New Jersey State, and New York State bar associations. Mr. Killeen earned his B.A. degree from Vanderbilt University; his J.D. degree, cum laude, from Syracuse University College of Law; and his M.B.A. degree from Emory University.

Speaker bio
Anne D Barber

Anne Barber

Anne D. Barber Attorney at Law LLC
Anne Barber

is a solo practitioner at Anne D. Barber Attorney at Law LLC. She represents clients in adoption, child custody, child support, guardianship and conservatorship, paternity, prenups and marital agreements, restraining orders and various other issues. Attorney Barber earned her B.A. degree, cum laude, from Harvard University; and her J.D. degree from Cornell Law School. She is a member of the New Hampshire Bar Association and is admitted to practice law in New Hampshire.

Speaker bio
E. Chris L'Hommedieu

E. Chris L'Hommedieu

L'Hommedieu Law Office P.A.
E. Chris L'Hommedieu

is the owner and founder of L'Hommedieu Law Office P.A. in Lewiston, Maine, where he focuses on bankruptcy law, personal injury, disability and family law. He is admitted to practice in Maine and the First Circuit. Mr. L'Hommedieu earned his B.A. degree, magna cum laude, from Ithaca College; and his J.D. degree at the University of Maine School of Law. He is the president of Community Little Theater in Auburn.

 

Speaker bio
Lori Gibson Willard

Lori Gibson Willard

Lori Gibson PC
Lori Gibson Willard

is a solo practitioner at Lori Gibson PC, where she focuses her practice on adoptions, GAL appointments, guardianships, kinship guardianships, probates, estate planning, property issues and business entity formations. She received her bachelor's degree from New Mexico State University and her J.D. from Oklahoma City University School of Law. Ms. Gibson is admitted to practice law in New Mexico.

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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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