Agenda / Content Covered

10:00 am to 5:00 pm Eastern Standard Time
Presenters: Jennifer Hassett and Karin M. Scheehle

1. Drafting Civil Pleadings: Sample Documents Included
   10:00 - 11:00, Karin M. Scheehle
   1. History of Pleadings
   2. Start at the Beginning
   3. And Start at the End
   4. Just the Facts
   5. Ask and You Shall Receive
   6. Formatting
   7. Responsive Pleadings/Counterclaims
   8. Play Devil's Advocate - Is Your Order Enforceable?
2. Drafting Motions: Sample Documents Included
   11:15 - 12:15, Jennifer Hassett
   1. Setting Up the Motion
   2. Drafting Various Motions
      1. Motion to Dismiss
      2. Motion for Summary Judgment
      3. Motion in Limine
   3. Rules of Civil Procedure, Formatting Requirements and Jurisdiction
   4. Structure Variations for Motions in Support vs. Motions in Opposition
   5. Opposition, Affidavits, Memorandums and Orders
   6. Requesting Relief/Stating Legal Demand - Know Your Laws
   7. Summary of Facts - What You Must Include
   8. Case Law
   9. Including Answers
   10. Filing, Servicing and Calendaring Process/Procedures - Include Checklist
3. Drafting Discovery Requests and Responses
   12:15 - 1:15, Karin M. Scheehle
   1. Initial Disclosures
   2. Propounding Interrogatories
   3. Requests to Produce
   4. How and When to Use Admissions
   5. Requesting Depositions
   6. Subpoenas
   7. When to Use Experts in Drafting
   8. Drafting the Motion to Compel Discovery
4. Brief Writing Methods: Sample Documents Included
   1:45 - 2:45, Jennifer Hassett
   1. Differences Between Various Types of Briefs
   2. Adversarial and Objective Briefs
   3. Trial and Appellate Briefs
   4. Anatomy of a Brief
      1. Creating the Introduction
      2. Summary of Argument
      3. Persuasive Propositions and Sub-Propositions
      4. Argument and Authorities
      5. Writing the Conclusion
      6. Table of Contents and Authorities
5. Ethics
   2:45 - 3:45, Karin M. Scheehle
   1. Liability Associated with Drafting Legal Documents
   2. Rules of Professional Conduct
   3. Confidential Information of a Client
   4. Scope of Representation
   5. Conflicts of Interest
6. Rules and Forms for Litigation Applications
   4:00 - 5:00, Jennifer Hassett
   1. Creating Editable Forms and Questionnaires
   2. Forms for Document Production Scenarios
   3. Forms for Document Review Scenarios
   4. Forms for Electronically Stored Information Discovery
   5. Using Rules to Guide Information Collection and Storage
   6. Using Rules to Guide Information Analysis and Synthesis
   7. Using Rules to Guide Trial Exhibit Preparation
   8. Evidence Chart Development for Plaintiffs
   9. Evidence Chart Development for Defendants
   10. Verifications for Use in Bankruptcy Contexts
   11. Verifications for Federal Regulatory Agency Contexts
   12. Practical Pointers from the Judicial Perspective

Accreditation Details:

JENNIFER HASSETT is a senior paralegal and case manager for the law firm of Bellah Perez PLLC, in Glendale, Arizona. Ms. Hassett has extensive knowledge of family and civil litigation, court procedure, and all aspects of preparing cases for trial. Her experience includes research and drafting case pleadings, resolving chronic and contentious case issues, and case management. The firm carries a caseload of 80 to 120 cases in the family law department, of which Ms. Hassett is part of a team, including her attorney and legal assistant. The present caseload includes consenting and complex cases for dissolution, paternity, post-decree ligation, mediation and document preparation. Approximately one-third of those cases require a high acuity in resolving mental health, drug dependency, abuse, financial and/or property issues. These cases often involve the Arizona Department of Child Safety, multiple law enforcement agencies, private and court-appointed professionals, and others. Ms. Hassett has two Associate of Arts degrees in applied natural sciences and behavioral psychology as well as a paralegal certificate from The Center for Legal Studies. She is currently at the University of Arizona obtaining her bachelor's degree in law focusing on family law and mediation. Her goal is to apply for law school thereafter.

KARIN M. SCHEEHLE is a litigation paralegal for Gallagher & Kennedy, P.A., in Phoenix, Arizona, working on multi-million dollar personal injury cases. She has more than 30 years of experience working in the legal profession and is an experienced litigation paralegal, law firm administrator, and technology manager. Although the vast majority of her experience has been in litigation, she has also worked in other areas of the law including real estate, corporate, admiralty, and administrative law. Ms. Scheehle has assisted in more than 50 trials in California, Texas and Arizona, including the largest securities trial in Maricopa County where more than 9,000 exhibits were marked and more than 60 witnesses testified. She specializes in technology enhanced case management and electronic trial presentation. Ms. Scheehle received her Certified Paralegal designation from the National Association of Legal Assistants (NALA) and several advanced certifications in litigation, personal injury, and e-discovery. She has a B.S. degree in Management, graduating with honors; and an M.B.A. degree with emphasis in technology management. Ms. Scheehle is a Certified Case Logistics Administrator and a Certified eDiscovery Specialist. She has taught numerous seminars both locally and nationally, predominately in the areas of litigation, technology, ethics, case management, and law firm management. Ms. Scheehle has had articles published in both local and national publications. She has also served as a guest lecturer at several legal assistant schools and currently teaches as adjunct faculty in the ABA approved Legal Studies program at Phoenix College in Phoenix, Arizona. Ms. Scheehle served on the Board of Directors of the Arizona Paralegal Association for 15 years and NALA's Board of Directors for 10 years. She also served on NALA's Certifying Board for three years and on the Professional Development Committee for three years (including two years as chair). Ms. Scheehle served on several NALA committees tasked with developing advanced certification courses and is a frequent lecturer for NALA Campus Live and co-presented technology-related seminar tracks at three NALA national conventions.