Conduct In-Depth Interviews and Assessments
Course book included with all formats
The first steps of any case set the tone for the entire case. The initial client intake and evaluation is your chance to bring more value to the firm to pull essential details from the client. This informative guide will walk you through the steps in really getting to know the client to develop thorough intake forms, investigations and conflict checks. Don't miss this chance to enhance your client screening skills - order today!
Session Time: 1:00 PM - 2:00 PM Eastern
Presenter: Vicki L. Eskin
This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
This course will qualify for 1.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
This course will qualify for 1.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program.
This course will qualify for 1.0 hours of distance learning continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements as a paralegal affiliate member of the Indiana State Bar Association. No more than 3.0 hours of distance learning CLE credit may be earned during a reporting period.
This program may qualify for up to 1.0 hours of self-study CLE credit by the Montana Commission on Continuing Legal Education, including 0.0 hour of ethics. No more than 4.0 hours of self-study CLE credit may be earned during a reporting period.
This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc., for 1.0 hours, including 0.0 ethics, of continuing legal assistant education self-study credit required to maintain the CLA (Certified Legal Assistant) credential.
This course will qualify for 1.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
Approved by the Paralegal Division of the State Bar of New Mexico for 1.0 general self-study credit and 0.0 ethics self-study credit (for a total of 1.0 hours CLE).
NBI, Inc. is licensed by the New Hampshire Department of Education Office of Career School Licensing. There are no enrollment prerequisites or admissions requirements for this course, and there is no exam or grading system. Satisfactory progress is based solely on attendance at the course. Credits may not be transferred. All refunds shall be paid within 30 days upon written notification from a student of cancellation or withdrawal. Students receiving benefits from federal programs shall be subject to federal refund policies, rules and regulation. Student complaints should be directed to our office at (800) 930-6182. Upon exhausting all avenues with NBI, Inc. for resolution, students may file a complaint with the Office of Career School Licensing at (603) 271-6443.
VICKI L. ESKIN, owner of Levy & Associates, P.A., in Longwood, Florida, is an experienced transactional and litigation attorney practicing estate and trust planning and administration, probate, and real property. She is a member of the The Florida Bar and Iowa State Bar Association, as well as the U.S. Supreme Court, Court of Appeals for the U.S. Armed Forces, and the Federal District Court for the Middle District of Florida. She served as chair in multiple years for the National Solo and Small Firm Conference for the GP|Solo Division of the American Bar Association and as an ABA advisor to the Uniform Law Commission Committee for Fiduciary Access to Digital Assets, as well as serving on The Florida Bar's RPPTL Committee, drafting a similar proposed legislation. Ms. Eskin has taught seminars and written numerous articles on estate issues of interest to attorney practitioners. She also assists foster care children aging out of the system by setting up guardianships and special needs trusts, serving as a mentor to those young adults and young lawyers starting solo and small firm practices. Ms. Eskin earned her B.S. degree from the University of Florida and her J.D. degree from the University of Florida College of Law.