Agenda / Content Covered

11:00 am to 6:00 pm Eastern Standard Time

1. Communication with Clients in Family Law Cases
   11:00 - 11:45, Rebecca Terry
   
   1. Client Interviews - Checklist of Questions to Ask
   2. Clear and Succinct Language
   3. Identifying Your Title
   4. Handling Difficult Family Law Clients
2. Family Law Software Solutions and Useful Forms
   11:45 - 12:30, Rebecca Terry
   
   1. Calendaring and Managing the Calendar
   2. Organizing and Maintaining Client Files
   3. Financial Affidavits
   4. Production of Discovery
   5. Property Division and Schedule of Distribution
   6. Child Support Worksheets
   7. Excel Spreadsheets
3. Document Management and Organization
   12:45 - 1:30, Rebecca Terry
   
   1. Deadlines and Status Checks
   2. Case Investigation
   3. Tracking Productivity
   4. Work Product Retrieval
   5. Review and Evaluation of the Case
   6. Case Outline and Checklists
4. Case Management Software Systems and Form Banks
   1:30 - 2:00, Rebecca Terry
   
   1. Document Imaging and Indexing
   2. Forms to File in Form Banks
   3. What Should be Included: Documents and Forms
5. Effective Discovery Practices
   2:30 - 3:15, Tifanne E.E. Wolter
   
   1. Discovery Requests
   2. Tracking Down Assets
   3. Obtaining Social Media, Email and Smartphone Information
   4. Special Considerations in Child Custody Actions
   5. The Use of Mediation and Other Alternatives
6. Review of Financial Information - Obtaining and Analyzing
   3:15 - 4:00, Rebecca Terry
   
   1. Determining Family Assets
   2. Prenuptial Agreements
   3. Preparing and Analyzing Financial Statements
   4. Income Tax Considerations
   5. Asset Tracing
   6. Bank Statements, Paystubs, etc.
   7. Working with Business Valuations
   8. Child and Spousal Support Calculations
   9. Working with Clients on Equitable Property Division
7. Litigation Management and Trial Preparation in Family Law
   4:15 - 5:00, Tifanne E.E. Wolter
   
   1. Preparing and Drafting Pleadings and Motions
   2. Handling Temporary Orders
   3. Scheduling Appointments and Court Appearances
   4. Overview of Family Trial
   5. Preparing Witnesses
   6. Preparing and Preservation of Evidence
   7. Assembling and Organizing Exhibits
8. Ethical Considerations
   5:00 - 6:00, Tifanne E.E. Wolter
   
   1. Legal Advice - Where Does the Line Start and Why You Should Not Cross it
   2. Attorney and Paralegal Fees
   3. Client Confidentiality
   4. Avoiding Conflicts of Interest

Accreditation Details:

REBECCA TERRY has been studying and working in the legal field for more than 15 years. She has a thirst for legal knowledge. Ms. Terry completed the Legal Assistant Training Program from the Legal Studies Department at the University of Illinois at Springfield. She also earned her B.A. degree in legal studies and political studies, as well as her master's degree in legal studies from the same institution. Ms. Terry began working for Stange Law Firm, P.C. in April of 2008 as a legal assistant working directly for partners Kirk C. Stange and Paola Arzu Stange. In 2012, she was promoted to full-time office administrator, and is currently the director of administration whereupon she assists the partners in the managing of the offices.

TIFANNE E.E. WOLTER is an attorney with Henningson & Snoxell Ltd. She has practiced family law exclusively for more than a decade. Ms. Wolter has assisted a wide array of clients with divorce, custody, paternity, child support, third-party custody, parenting time, and domestic abuse matters. She is trained in collaborative divorce and mediation, and, upon graduating from law school, she obtained a certificate in dispute resolution from Hamline University School of Law. After earning her Juris Doctorate degree, Ms. Wolter worked for Legal Aid and helped victims of domestic abuse and low-income clients with family law issues. She is the past chairperson and representative to the assembly for the Minnesota State Bar Association (Family Law Section). Ms. Wolter has been involved with the Family Law Section for many years. Previously, she was the vice chairperson and chairperson of publications. Ms. Wolter is a frequent speaker for Minnesota CLE and was selected as a Super Lawyer and Rising Star in the years 2014-2016. She earned her B.A. degree from Concordia College, Moorhead, Minnesota; and her J.D. degree from Hamline University School of Law, St. Paul, Minnesota.