CA MCLE Paralegal - 1.00
DE Certified Paralegal Program - 1.00
FL Registered Paralegal - 1.00
IN Paralegal CLE - 1.00
MT CLE Credit for Paralegals - 1.00
NALA - 1.00
NFPA - 1.00
NC Continuing Paralegal Education - 1.00
OH Certified Paralegals - 1.00
NM Paralegal Division, State Bar of NM - 1.00
TX TBLS Paralegal Certification - 1.00
WA Paralegal Association - 1.00
Course book included with all formats
Conduct In-Depth Interviews and Assessments
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 insightful course will guide 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 - register today!
This intermediate level course is designed to give attendees the skills and tools they need to effectively navigate through client intake and evaluation. Those who should attend include:
Session Time: 1:00 PM - 2:00 PM Eastern
Presenter: Vicki L. Eskin
CA MCLE Paralegal - 1.00
This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Includes - Bankruptcy Law - 1.00 Civil Trial Law - 1.00 Criminal Law - 1.00 Estate Planning and Probate Law - 1.00 Family Law - 1.00 Oil, Gas and Mineral Law - 1.00 Personal Injury Trial Law - 1.00 Real Estate Law - 1.00
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.