reporter - los angeles paralegal association lapa reporter.pdf · a mellow birthday lapa’s...

38
reporter www.lapa.org AUGUST 2017 VOLUME 45 / ISSUE 08 IN REVIEW... PRESIDENT’S MESSAGE Terry L. Wright, ACP, Receives A 2017 NALA Affiliate Award! Terry Wright, ACP, the Los Angeles Paralegal Association’s current Vice President of Membership & Policy and LAPA’s NALA Liaison, received a 2017 NALA Affiliate Award on Wednesday, July 19th at NALA’s Orlando, Florida Conference & Expo due to her significant contributions to the paralegal profession and LAPA. First, for the 3rd year in a row, Terry will again spearhead LAPA’s Annual October Conference, one of LAPA’s largest annual events that has an average of 250 to 320 attendees. At this annual event, hundreds of attendees partake in LAPA’s October Conference that offers over 12 legal seminars, prominent keynote speakers, exhibitors, networking, and much, much more. Spearheading such an endeavor is not an easy task, and Terry always goes above and beyond of what is required to effectively fulfill this annual tradition that is now in its 41st year. continued on page 3 LAPA MEMBER NEWS LAPA Is Honored For Receiving NALA’s Making A Difference Award by Bobby T. Rimas – LAPA President On Wednesday, July 19, 2017, LAPA was honored for receiving NALA’s Making a Difference Award at the National Association of Legal Assistants (“NALA”) Conference & Expo at the Wyndham Orlando Resort in Orlando, Florida. Both Terry Wright, ACP, LAPA’s Vice President of Membership Policy, and I were at the NALA conference when LAPA was recognized for this award during the NALA Annual Membership Meeting. We were extremely excited that LAPA was recognized for its contributions to the paralegal profession and community as LAPA continues to be making continued on page 16 Also In This Issue: Calendar of Events 3 LAPA Career Center Info. 18/26 Working Advantage LAPA Member Benefit 27 LAPA Member Benefit Health Insurance 27 LAPA Student Scholarship Ad 28 LAPA Members Only Benefit Ad 29 Bet Tzedek Volunteers Flyers 30/31 LAPA South Bay Section Seminar 32 LAPA Immigration Law Section Seminar 33 LAPA San Fernando Valley Section Seminar 34 LAPA Technology Seminar 35 New & Renewing Members 36 Board of Directors Listings 37 Sections, Committees & Other LAPA Info. 37 LAPA Member Benefit Dental Insurance 37 LAPA Member News: Terry L. Wright, ACP, Receives A 2017 NALA Affiliate Award President’s Message: LAPA Is Honored For Receiving NALA’s Making A Difference Award Book Review: Personal Finance For Professionals By Susan A. Berson Peanut Gallery I: How To Change Specialties: Getting It Right The Second Time Tips Of The Trade: The Value Of Networking LAPA MCLE Seminar Preview: What Is Franchising? NALA Network: NALA’s 2017 Conference And Expo Recap Job Search Advice: Steps To Success: A Starting Paralegal’s Take On Entering The Field LAPA October Conf. Preview: Exploring The Possibilities Peanut Gallery II: The Power Of A Data Map – A Tool For The Paralegal Travel Log: A Mellow Birthday LAPA’s Litigation Section Seminar Review: No Complaints Here! LAPA Employment Law Section Seminar Review: What A Trial Lawyer Needs, Presented By Linda Miller Savitt 1 1 2 3 4 4 6 7 8 11 12 14 9

Upload: lenhi

Post on 30-May-2019

235 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

reporterwww.lapa.org

AUGUST 2017 VOLUME 45 / ISSUE 08

I N R E V I E W . . .

P R E S I D E N T ’ S M E S S A G E

Terry L. Wright, ACP, Receives A 2017 NALA Affiliate Award!Terry Wright, ACP, the Los Angeles Paralegal Association’s current Vice President of Membership & Policy and LAPA’s NALA Liaison, received a 2017 NALA Affiliate Award on Wednesday, July 19th at NALA’s Orlando, Florida Conference & Expo due to her significant contributions to the paralegal profession and LAPA. First, for the 3rd year in a row, Terry will again spearhead LAPA’s Annual October Conference, one of LAPA’s largest annual events that has an average of 250 to 320 attendees. At this annual event, hundreds of attendees partake in LAPA’s October Conference that offers over 12 legal seminars, prominent keynote speakers, exhibitors, networking, and much, much more. Spearheading such an endeavor is not an easy task, and Terry always goes above and beyond of what is required to effectively fulfill this annual tradition that is now in its 41st year.

continued on page 3

L A PA M E M B E R N E W S

LAPA Is Honored For Receiving NALA’s Making A Difference Awardby Bobby T. Rimas – LAPA President

On Wednesday, July 19, 2017, LAPA was honored for receiving NALA’s Making a Difference Award at the National Association of Legal Assistants (“NALA”) Conference & Expo at the Wyndham Orlando Resort in Orlando, Florida. Both Terry Wright, ACP, LAPA’s Vice President of Membership Policy, and I were at the NALA conference when LAPA was recognized for this award during the NALA Annual Membership Meeting. We were extremely excited that LAPA was recognized for its contributions to the paralegal profession and community as LAPA continues to be making

continued on page 16

Also In This Issue:Calendar of Events 3LAPA Career Center Info. 18/26Working Advantage LAPA Member Benefit 27LAPA Member Benefit Health Insurance 27LAPA Student Scholarship Ad 28LAPA Members Only Benefit Ad 29Bet Tzedek Volunteers Flyers 30/31LAPA South Bay Section Seminar 32LAPA Immigration Law Section Seminar 33 LAPA San Fernando Valley Section Seminar 34 LAPA Technology Seminar 35New & Renewing Members 36Board of Directors Listings 37Sections, Committees & Other LAPA Info. 37LAPA Member Benefit Dental Insurance 37

LAPA Member News:Terry L. Wright, ACP, Receives A 2017 NALA Affiliate Award

President’s Message:LAPA Is Honored For Receiving NALA’s Making A Difference Award

Book Review: Personal Finance For Professionals By Susan A. Berson

Peanut Gallery I: How To Change Specialties: Getting It Right The Second Time

Tips Of The Trade:The Value Of Networking

LAPA MCLE Seminar Preview:What Is Franchising?

NALA Network:NALA’s 2017 Conference And Expo Recap

Job Search Advice: Steps To Success: A Starting Paralegal’s Take On Entering The Field

LAPA October Conf. Preview: Exploring The Possibilities

Peanut Gallery II: The Power Of A Data Map – A Tool For The Paralegal

Travel Log:A Mellow Birthday

LAPA’s Litigation Section Seminar Review: No Complaints Here!

LAPA Employment Law Section Seminar Review: What A Trial Lawyer Needs, Presented By Linda Miller Savitt

1

1

2

3

4

4

6

7

8

11

12

14

9

Page 2: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 2

LAPA’S OFFICE HOURSDirect your inquiries to LAPA’s Administrative Manager, Tracey Booth, at 866.626.LAPA: Tuesday, Wednesday and Thursday 9:00 a.m. to 12:00 noon.

L A P A R E P O R T E R

The Reporter is published monthly by the Los Angeles Paralegal As-sociation. The news and views presented express the authors’ views and not necessarily those of LAPA. Publication of any article or adver-tisement does not imply endorsement of the opinions, products or services offered. LAPA assumes no responsibility for verifying facts of-fered by contributing authors or in reprinted articles. Readers should consider information contained in these articles as guidelines to be independently confirmed as to timeliness. ©2017 Los Angeles Paralegal Association. All rights reserved.

THE ADVERTISING AND EDITORIAL DEADLINE IS THE 5TH OF THE MONTH PRIOR TO PUBLICATION. Articles and news items should be directed to LAPA at [email protected]. Inquiries about making a submission should be directed to LAPA at [email protected], or call Tracey Booth at (866) 626-LAPA. Inquiries about advertising placement, applications, membership materials and address changes should be directed to Tracey Booth, LAPA Administrative Manager, at (866) 626-LAPA. Articles will be published as space permits. The Newsletter Committee reserves approval and edit rights on any article submitted. The Los Angeles Paralegal Association is a non-profit, mutual benefit corporation and is tax exempt within the meaning of section 501(c)(6) of the Internal Revenue Code. Membership dues and donations to LAPA are not tax deductible as charitable gifts, but may be deductible as related business expenses. LAPA suggests that you consult your tax advisor in this regard.

JOIN LAPA ON... & WWW.LAPA.ORG

by Christine Langteau

Personal Finance For Professionals By Susan A. Berson Many in America have trouble managing their

money, especially saving for the years after their work life has ended. A couple of recent CNBC reports state that most older Americans have not saved nearly enough for retirement. They also regret that they have not saved for emergencies and have accumulated too much credit card and student loan debt. Most people want to save but it’s often a matter of discipline

B O O K R E V I E W

continued on page 19

and figuring out where to tighten the purse strings. Reviewing Susan Berson’s book Personal Finance for Professionals should be helpful in controlling and managing one’s money.

“Effective money management is the tool that is going to help you find the means to achieve your dreams.” The first chapter focuses on financial goals which should track priorities and reality. One way to begin financial planning is to create a net worth balance sheet and to determine assets and liabilities. Three rules to follow are: 1.) achieve and maintain a debt free existence; 2.) establish an emergency fund and 3.) max out annual retirement contributions. Making distinctions between want and need are essential to achieve financial goals at any stage.

In chapter 2, The “B” Word: Everyone needs a Budget. “The budget is the cornerstone of effective financial planning.” To create a workable budget, begin with an analysis of current assets and liabilities. Next, identify wants and needs, and finally develop a month-to month plan to live by. Without determining where your money goes each month it is not possible to set up strategic financial goals. Berson advises creating the budget based on all income received and then all weekly, monthly, and quarterly payments and expenses, including expenses as varied as health care provider co-payments, haircuts, taxes, daily Starbucks, occasional birthday gifts, utilities, theater tickets, and charitable contributions. A wise move is to assess financial goals, expenditures and savings at least once a year.

Student loan debt is discussed in chapter 3. Students should aim to achieve the lowest interest rate with the shortest time to pay off their loan debt. There are several options for dealing with student loan debt such as consolidation for multiple loans, deferment for circumstances such as military service, economic hardship and disability. Loan forbearance is another option to reduce or temporarily stop loan payments but is granted at the discretion of the lender. Alternative repayment plans might be offered by the lender such as income sensitive repayment or an extended repayment.

“Credit card use can overthrow, if not collapse, a healthy financial structure,” Berson writes in chapter

Page 3: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 3

C A L E N D A R O F E V E N T S

A U G U S T10 - LAPA South Bay Section MCLE Seminar – National University,

near LAX; Topic: Workers’ Compensation Basics and Their Abuses; Contact LAPA at [email protected]; See ad on page 32.

17 - LAPA Immigration Law Section MCLE Seminar – Abraham Lincoln University, Korea Town / Mid Wilshire; Topic: Ethical Practice of Immigration Law; Contact Bobby Rimas at [email protected]; See ad on page 33.

19 - LAPA Board Retreat – Law Office of Lewitt Hackman, Encino; Contact Bobby Rimas at [email protected].

29 - LAPA Executive Committee Meeting – Contact Bobby Rimas at [email protected].

S E P T E M B E R4 - Labor Day – Holiday 6 - LAPA Board Meeting – TBD; Contact Bobby Rimas at

[email protected].

14 - LAPA San Fernando Valley Section MCLE Seminar – Law Offices of Lewitt Hackman, Encino; Topic: Franchise & Distribution Law; Contact LAPA at [email protected]; See ad on page 34.

20 - LAPA Technology Mixer – Los Angeles Athletic Club, DTLA; Contact Bobby Rimas at [email protected]; See ad on page 35.

21 - Rosh Hashana – Holiday 27 - LAPA Executive Committee Meeting – Contact Bobby

Rimas at [email protected].

30 - Yom Kippur – Holiday

O C T O B E R4 - LAPA Board Meeting – TBD; Contact Bobby Rimas at

[email protected].

7 - LAPA’s 41st Annual October Conference– Hilton, Los Angeles North / Glendale; Exploring the Possibilities; Contact LAPA at [email protected]; See ad on page 8.

9 - Columbus Day – Holiday 18 - LAPA Executive Committee Meeting – Contact Bobby

Rimas at [email protected].

31 - Halloween

A monthly column where sponsors and/or vendors share helpful hints

How To Change Specialties: Getting It Right The Second Time By Chere B. Estrin – CEO of Estrin Legal Staffing

Many paralegals who want to switch practice specialties write their resume with exactly what it is they are doing now, send out a cover letter stating they have lots of experience in their current practice area and are “detail oriented, a team player and a quick learner.” In other words, “here I am, take me as I am and, oh, please train me.”

And expect that will get them a new job in a new specialty with a new firm.

You have to be kidding.

Changing practice specialties is harder than getting your first job - much harder. Your experience in one arena probably does not translate into another and budgets being what they are today, few firms want to train and pay you anything other than entry-level salary.

Given that people spend most of their lifetime at work, enjoying what you do is especially important. However, how you landed in your specialty is often by accident. It’s not surprising then, that many paralegals call me frequently seeking to switch practice areas.

Your ability to switch specialties depends upon your academic background, length of time in the field, the law firms you have been with, market demand, practice areas you want to leave and enter, skill set, geographic location, recent continuing legal education, contacts and just plain ole good luck.

Switching practice areas is not a decision taken lightly. The type of work you should be practicing should be a function of your strongest skill sets and interests more than anything else. You have to love it, otherwise, why do it? Simply switching firms to learn a new practice area may not always be appropriate either. For example, you may be able to switch practice areas within your own firm.

P E A N U T G A L L E R Y I

continued on page 20continued on page 5

Furthermore, Terry has assisted with organizing several paralegal educational seminars, such as NALA’s CP Review Courses that are offered each Fall and Spring at National University’s West Los Angeles campus. Furthermore, Terry takes great pride with being part of a selective pool of instructors who volunteer their time to teach the CP Review Courses. Additionally, she also puts on stellar legal specialty educational seminars, such as the Family Law Seminar that took place in the San Fernando Valley section of Los Angeles.

L A PA M E M B E R N E W S - continued from page 1

Page 4: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 4

T I P S O F T H E T R A D E

L A P A M C L E S E M I N A R P R E V I E W

Advice from experienced paralegals on the best legal practices and tools to grow in the industry.

The Value Of Networking by Terry L. Wright, ACP – LAPA V.P. Membership & Policy

Networking…I can’t stress enough how important it is in the legal industry. I recently attended the National Association of Legal Assistants (“NALA”) Conference & Expo. I saw some familiar faces, met some new colleagues, and had the opportunity to converse with multiple fellow paralegals during the Conference.

While many of us working in the legal field exhibit Type

A personalities, and surround ourselves with certainty, there may come a time for a change in our work responsibilities. During the NALA Conference, I had the opportunity to converse with a paralegal who is interested in transitioning to a different practice area. We exchanged information so as to stay connected in hope of a possible future recommendation. Remember to always stay connected and continue to add colleagues to your professional address book via networking opportunities, as you never know when a connection might help you work through a difficult change or transition in your career or be beneficial with respect to a future endeavor. G

What Is Franchising?by Marianne Toghia

When you think of franchising, you think of McDonald’s, Burger King or Taco Bell, right? Or maybe you think of the Dodgers or Lakers as franchises. You’re also right!

Merriam Webster defines a franchise as “(1) the right or license granted to an individual or group to market a company’s goods or services in a particular territory; also: a business granted such a right or license - just opened a new fast-food franchise down the street (2) the territory involved in such a right.”

Sport franchising is a little different. Merriam Webster defines the sports franchise as “a: the right of membership in a professional sports league; b: a team and its operating organization having such membership He’s the best player in the history of the franchise.”

Let’s explore franchising outside of sports. When you buy a franchise, you receive a license to use the franchise’s brand name, its logos, its trademarks and its system for operating the business. The company that offers and sells the franchise is the Franchisor and the person who buys their franchise is the Franchisee.

The Federal Trade Commission (FTC) regulates the process of selling franchises by requiring a Franchise Disclosure Document (FDD) be prepared by the Franchisor and given to prospective franchisees. It means exactly what it is called – the Franchisor must

disclose information on many parts of its business and must deliver the FDD to a prospective Franchisee within certain timelines.

The FDD is comprised of 23 sections, such as history of the Franchisor, names and employment histories of the Franchisor’s officers, how much the franchise costs, what fees are be paid to the Franchisor or

continued on page 21

Page 5: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 5

L A PA M E M B E R N E W S - continued from page 3

Last but definitely not least, Terry has been a stalwart supporter of LAPA’s community service activities. For several years, Terry has actively participated in and contributed to the LAPA Team that annually participates in a 5K race to raise funds for Public Counsel’s “Run for Justice” at Dodger Stadium. Public Counsel is one of the nation’s largest pro bono law firms that serves the most needy in our communities.

Ms. Wright has worked in the legal industry for over 30 years and is currently employed by Dignity Health (formerly named Catholic Healthcare West), a nonprofit health care corporation, and has provided service to in-house counsel in support of the Dignity Health owned and operated hospitals for 19 years.

Her primary practice area involves providing Dignity Health’s hospitals with effective physician, non-physician, and system-wide related contracts in efforts to meet the daily operational needs of Dignity Health hospitals and its affiliate entities. She achieved her Bachelor of Science Degree in Business Management, with honors, from The University of Phoenix, Inc. Ms. Wright earned her paralegal certificate from California State University, Bakersfield. Thereafter, she attained her NALA Certification and subsequently earned an Advanced Paralegal Certification in Contracts Administration / Contracts Management from the National Association of Legal Assistants (“NALA”).

Congratulations, Terry Wright, ACP! G

July 17, 2017 Mr. Bobby T. Rimas, President Los Angeles Paralegal Association P.O. 71708 Los Angeles, CA 90071 Dear Mr. Rimas, As Chair of NALA’s Making a Difference Committee, I am honored to announce the selection of Los Angeles Paralegal Association as the recipient of a Making a Difference Award. This award recognizes outstanding achievements of current NALA Members or NALA Affiliated Associations who made a difference in the paralegal profession or their community. Recognition of your Association’s award will be published in an upcoming issue of Facts & Findings or Facts & Findings Digital. Your Affiliated Association will also be honored at the 2017 NALA Conference in Orlando, Florida during the annual membership meeting. We hope that recognition of your Affiliated Association inspires and motivates other paralegals. On behalf of the NALA Making a Difference Committee, let me be the first to congratulate Los Angeles Paralegal Association on being the recipient of a 2017 Making a Difference Award. Sincerely, Debra L. Overstreet, ACP NALA Treasurer Chair 2017 NALA Making a Difference Committee cc: Cassandra Oliver, ACP, NALA President Greta Zeimetz, CAE, NALA Executive Director

Page 6: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 6

NALA’s 2017 Conference And Expo Recapby Terry L. Wright, ACP – LAPA’s NALA Liaison

Orlando was quite an experience, and what an interesting visit it was. The week was quite eventful, and although we were told they were close, luckily there were no alligator sightings! For those from southern California, we experienced a climate unknown to some of us with rain, lightning, thunder, and humidity. Despite the stormy arrival, the Wyndham Resort in Orlando, Florida welcomed approximately 400 guests, attendees, and paralegals from across the country at the National Association of Legal Assistants (“NALA”) annual Conference & Expo July 19 – July 21, 2017. NALA provided us with multiple informative MCLE seminars, the opportunity to connect with many exhibitors and vendors, and the opportunity to network with fellow paralegals throughout the week. Some took in the scenery after hours with visits to Universal Orlando, the Orlando Eye, Madame Tussauds, and the Sea Life Aquarium.

The Conference was quite monumental for Los Angeles this year! LAPA was recognized and honored with the Making a Difference achievement award for its support of the paralegal profession and community collaboration. NALA clearly recognizes LAPA as an inspiration to the paralegal field. Congratulations, LAPA, for a job well done! Additionally, yours truly, was honored by receiving the NALA’s Affiliate Award for my contributions in efforts to enhance paralegals and their respective career paths.

Affiliate organizations shared their swag, ideas, and association information Wednesday night at the

N A L A N E T W O R K

Affiliate Reception. It was an extremely exciting event with a variety of appetizers, allowing all to have the opportunity to chat and collaborate with fellow paralegals. Thank you to all who stopped by the LAPA table; it was a pleasure to meet and talk with each and every one of you, whether a familiar or new face!

The agenda provided for a choice of informative breakout sessions such as Advanced Contracts and Commercial Leases, A Step by Step Look at the Civil Litigation Process, IRS Collections and Dealing with Liens, Levies, and Seizures, the Basics of Trusts, the Secrete to Understanding Objections, and trap Doors with Respect to Real Estate Transactions. An interactive ethics workshop was provided so that mandatory ethics credit could be received. The speakers came from varying states, including, Bobby Rimas, LAPA’s President, who provided an informative H-1B Visas presentation and two captivating Employment Law Update seminars. Mr. Rimas received nice and favorable comments about his presentations throughout the remainder of the Conference.

Some exhibitors present at the Conference included Fairchild Record Search, Phips Reporting, Accer Legal Resources, National Association of Professional

continued on page 22

Page 7: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 7

Steps To Success: A Starting Paralegal’s Take On Entering The Fieldby Herbert Ortiz – LAPA Member

I want to start by saying that I didn’t think I would land a paralegal job straight out of college. I didn’t quite know what to do with myself once I graduated, waiting for my paralegal certificate to arrive in the mail a month later. However, because I was still fired up, I came up with a plan. I say it’s a plan, but really, it’s just somethings I did to search for employment and hope that something would “stick.” I want to share with you some ideas as you begin your journey into the paralegal profession; basically, these are the things I did to obtain my current job as an immigration paralegal:

•BE PROACTIVE. I made sure that from the day I graduated, I would begin to work on, well, obtaining work. That actually entails less than you might think (and they make up most of my “plan,” which I will proceed with in a moment), but the most important factor that contributed to my early employment was that I never stopped working at it. I just kept going, and it somehow didn’t feel like a chore. It was invigorating.

•Start with your reSume. Paralegal Studies programs tend to include a course that helps you land your first job. If you haven’t already, I highly recommend that you check out Andrea Wagner’s How to Land Your First Paralegal Job. It’s a painlessly short book with handy tips on how to fine-tune your resume, among other things. It’s a great resource to have if you don’t know where to start. But don’t stop there. Don’t hesitate to ask your family, friends, former classmates, professors and recruiters to proofread your resume. In fact, handing out my resume to one of the recruiters may have been the smartest move I made, as she helped to tailor my resume to suit the desired qualifications many prospective employers look for. Don’t be afraid to expose yourself and learn how to integrate feedback into your resume. It’s a living organism—it’s as if it never stops evolving. Just like you.

•applydaily. Check out hot websites like Glassdoor, Indeed, Monster, and Craigslist for job offers, or ask your buddies or your favorite professor if there are any

J O B S E A R C H A D V I C E

openings available. Since we all start somewhere, it’s a good idea to “trim the fat” and use search filters to narrow down your results for jobs that require a year or less in work experience. I always made sure to apply for the jobs I felt I was qualified for, and I adapted my resume to suit the desired parameters for each specific job. You have to remember that no one will apply for you, so treat job hunting like a job itself. However, don’t forget to reward yourself like you would for a regular job, either. For example, if you had a really productive day and you sent out thoughtfully-crafted resumes and cover letters from 9:00 a.m. to 5:00 p.m., give yourself a nice 30-minute to an hour lunch break in between, or go out and take a walk at the end of the “work day.” Listen to your favorite artists while you’re job hunting. Share your findings with your family and friends. Talk about what you did. Most of all, be proud of your dedication to the hunt *insert primitive growl for humorous effect*. Be on the prowl for the job you want, and may your pursuit be relentless…ooga ooga.

•your cover letter Should read like aLOVE LETTER, but instead of courting for romance, then woo for an interview. Don’t misconstrue things. Cover letters should still be very professional and well-written, so don’t put any hearts or “xoxos” in your letter. What I mean is you should make sure that your cover letter addresses each job with the specificity and care that a love letter would. That is

continued on page 21

Page 8: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 8

L A P A O C T O B E R C O N F E R E N C E P R E V I E W

Exploring The Possibilities by Terry L. Wright, ACP – LAPA V.P. Membership & Policy, October Conference Chair

Ready or not, here we come, it’s LAPA October Conference time once again! The October Conference team is very excited to present to you “Exploring the Possibilities.”

As a sneak peak, this year LAPA will be offering MCLE breakout sessions in the following practice areas: Corporate Compliance Investigations, Employment Law, Litigation, Legal Research, Legal Writing, Criminal

Law, Contract Law, e-discovery, Intellectual Property, Estate Planning, e-Filing, and Workers’ Compensation.

There will be multiple exhibitors joining us for the day, so don’t forget to stock up and bring your business cards for the raffles. Stay with us on the path to exploring, as we have a lot more exciting plans for this year’s Conference.

Please see the LAPA website at https://www.lapa.org/ with additional details to follow and registration to open very soon. Come explore YOUR possibilities with LAPA on Saturday, October 7, 2017 at the Los Angeles Hilton North/Glendale. G

Save the dateRegistration to open soon! In the

interim, please contact: Terry Wright at [email protected] or Tracey Booth at [email protected].

Be sure to visit www.LAPA.org for more details.

Exploring the Possibilities

Page 9: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 9

A monthly column where sponsors and/or vendors share helpful hints

The Power Of A Data Map – A Tool For The Paralegal

by Joy Murao – CEO of Practice Aligned Resources

Being highly organized is a critical skill for paralegals. The best way to achieve a high level of organization is to have numerous tools and techniques to deploy when and where they are needed. One such tool in the modern world of technology is the Data Map, and it is important for paralegals to understand the concept and core components.

What is a Data Map? These words may conjure up a picture of highly technical drawings full of fancy Visio stencils, lines and arrows; however, while a visual component can be helpful, it is not always required. At its most basic construct, a Data Map is simply a way to memorize the location, source and identification of existing litigation data. In essence, it’s about setting to paper a comprehensive record of the “where” and “what” of potential evidence. After all, you can’t collect, process, review and produce what you don’t know exists. And, in that context, it becomes apparent that a Data Map can be a questionnaire, a spreadsheet, or even a Word document outline.

It is important to remember that the visual graphic representation of a Data Map is not as important as its substance. When striving to create a truly depth-filled and useful map, there are a few key components to keep in mind:

DO NOT PROCRASTINATE: Litigation holds can provide some protection against spoliation, but data custodians can leave the company, or their data may be migrated to a different location by the time it needs to be collected. It is important to ensure that when the data custodians or subject matter experts (SMEs) leave, retire, or transfer, their knowledge of the relevant data locations does not leave with them. Therefore, it’s in the

P E A N U T G A L L E R Y I I

interest of all stakeholders that this knowledge be recorded as soon as possible.

UPDATE REGULARLY: Technology changes at lightning speed. Throughout the course of the year servers get upgraded, software becomes obsolete, storage is consolidated; a Data Map can quickly become outdated. Because a Data Map will lose its value over time, it may at some point become the functional equivalent of having no Data Map at all. Therefore, Data Maps should be updated regularly, at least once a year or whenever major infrastructure changes occur. It is also prudent to have policies in place to trigger notices if and when there are any significant changes to the IT infrastructure to ensure this information can flow to the paralegal responsible for keeping the Data Map current.

ASK OPEN-ENDED QUESTIONS: In order to obtain a comprehensive Data Map, it is imperative to ask the data custodians or SMEs open-ended questions. They may forget about older legacy data locations or simply overlook certain locations. Getting them to discuss the “why” and “how” of their day-to-day job functions will help provide a better understanding of the location of their data, and help trigger any forgotten data points that have not been captured.

GET MANAGEMENT BUY-IN: A common complaint when creating a Data Map is that custodians tend to be slow to respond or may be territorial about their data. Some personnel may not understand the need for the questions required to construct a Data Map and may view this outreach as an interruption, as opposed to a valuable information exchange and memorization. In such instances, it is advisable to already have management buy-in so you can properly disseminate the goals to all relevant stakeholders. Once data custodians understand the legal and regulatory requirements, there tends to be a more collaborative effort - and creating a useful Data Map becomes that much easier.

It is important to remember that the function and purpose of a Data Map is not to visually dazzle. It is about clarity and comprehensiveness. It is a

continued on page 17

Page 10: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 10

Page 11: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 11

For your reading pleasure, a regularly recurring column on the fun of travel.

A Mellow Birthday by Elisabeth Patmore Sillars

I wonder how often Paul and I have gone wine tasting in the Edna Valley and Paso Robles areas over the years. Of course, every time I look at a vintners’ map of Paso, it seems there are another six new wineries! So I settle on maybe three to put on our itinerary for each day we’re going to be in that neck of the woods in order to add to our knowledge of what’s available – and what we like best in various locations.

Columbus Day in October 2016 found us once more on Highway 46 West in Paso Robles, definitely a favorite venue. We first stopped in for a tasting at Niner Wine Estates. I’d really wanted to have lunch in their new restaurant, although unfortunately that wasn’t open on a daily basis at the time we were there. Next we revisited Pasolivo Ranch on winding Vineyard Drive to restock our supply of flavored olive oils (a regular stop whenever we’re nearby), and then drove up to the Calcareous Winery, which in addition to some nice wines, has a marvelous view from its hilltop site. We snacked on fruits, cheese and nuts at

T R A V E L L O G

one of their outdoor tables, bought a bottle of wine to bring home, and made it back down the mountain in time for an appointment I’d set up for a tasting at Turley Wine Cellars. Paul and I had been there only once before, not long after it had been sold to Mr. Turley by the Pesenti family in 2000, and the tasting room had been completely re-done since then.

After a very pleasant hour or so, we left the winery with a couple more bottles of wine, and headed south on Highway 101 to the home of friends who have a farm/ranch near the burgeoning little town of Santa Margarita (between San Luis Obispo and Atascadero), where we would be spending the next two nights, catching up on each others’ lives and generally relaxing. However, this particular visit was considerably enlivened by a flock of “wild” turkeys, actually escapees from the hunt club on the neighboring property, tromping through the Maguire’s garden and anywhere else they pleased. Apparently a group of the domesticated version is referred to as a “gang” rather than a “flock,” which would better suit these particular birds (the phrase “raucous marauding gang” comes to mind). We amused ourselves by trying to sneak up on them periodically

continued on page 22

Comprehensive Solutions. Unparalleled Results.

•Your Technology Partner •Your Datacenter •Your Trial Support Manager

www.aquipt.com

Page 12: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 12

L A P A ’ S L I T I G AT I O N S E C T I O N S E M I N A R R E V I E W

No Complaints Here! by Herbert Ortiz – LAPA Member

On Thursday, July 13, LAPA held its Responding to Complaints MCLE seminar—the continuation to the previously held seminar on Drafting Complaints—at the impressive Los Angeles Law Library. Although the event lasted from 6:30 p.m. to 8:30 p.m., I was only able to join during the second half, which focused on the presentation by Ryan Metheny. Therefore, I can only speak to the quality of the presentation itself.

Prior to the presentation but after the dinner and networking portion of the event, two representatives from Practice Aligned Resources spoke about the organization. Founded by Joy Murao, Practice Aligned Resources (“PAR”) is dedicated to providing legal practitioners with the technology education and training to give law firms and legal organizations an edge in their respective fields. Of note is their expertise in eDiscovery training and support, no matter which program one uses (such as Relativity or Concordance, to name a few). In particular, they spoke about their Open House Week from July 17-July 21, where participants can network and learn about the services that PAR offers. It appears to be an excellent resource that I hope to tap into one of these days.

Presenter Metheny was very efficient and concise. He is the Managing Librarian of Legal Education at L.A. Law Library. He graduated from the eminent UCLA School of Law and soon after began practicing First Amendment law in Berkeley, California. He later discovered his true passion for librarianship and legal research, and he earned his Master’s Degree in Library and Information Science from the University of Washington. Additionally, he teaches legal research at the USC Gould School of Law. Throughout the presentation, he never failed to impress us with his knowledge of litigation.

He gave a fairly comprehensive overview about the various responses to complaints. He spoke about Answers, Motions to Quash, Motions for Judgment on Pleadings, Demurrers, Anti-SLAPP motions, and about other considerations such as subject matter jurisdiction. He warned about the pitfalls of admitting to inflammatory or embarrassing allegations and

continued on page 17

Page 13: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 13

Page 14: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 14

What A Trial Lawyer Needs, Presented By Linda Miller Savittby Terri Walters – LAPA Employment Law Chair & LAPA Board of Director

The Los Angeles Paralegal Association’s June 29, 2017 MCLE, What the Trial Lawyer Needs! presented by veteran litigator, Linda Miller Savitt, Esq. of Ballard Rosenberg Golper & Savitt was a huge success!

Filled to capacity, the authentic Italian restaurant, Maria’s Italian Kitchen located at 16608 Ventura Boulevard in Encino, hosted the event and catered to the forty-five (45) registered attendees and half a dozen LAPA Board members.

Linda Miller Savitt discussed with the diverse group of Paralegals, from various legal fields and backgrounds, “how to put together a case for trial and effectively assist their trial attorneys.” Through comic images, legislative codes and sharing old fashioned relevant experience, she illustrated key tasks and responsibilities of the trial Paralegal, through a well put together outline and urged the

L A P A ’ S E M P L O Y M E N T L A W S E C T I O N S E M I N A R R E V I E W

Paralegal attendees to take an active role in assisting their trial lawyers from the onset of discovery through the end of trial.

Linda Savitt discussed the tools and supportive role the Paralegal contributes to companies, law firms and trial attorneys in successfully preparing both the trial attorney and the case for trial. The event concluded with a host of Paralegals swarming the presenter with questions and accolades of appreciation and gratitude for sharing her key insights and advice on “how to become effective, assertive and proactive in order to successfully assist with trial preparation for trial attorneys.”

Presenter Linda Miller Savitt is a named Partner at the employment law firm, Ballard Rosenberg Golper & Savitt LLP and is an experienced trial attorney who has tried close to 100 jury trials. She obtained her B.A. (cum laude) in Political Science from UCLA and her J.D. from Loyola Law School, Los Angeles. Linda has achieved successful results for employers in defending a variety of employment litigation claims. She focuses on defending employers and individuals who are sued for wrongful termination, employment discrimination, and harassment.

continued on page 16

Page 15: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 15

SOUTHWESTERN IS THE LAW SCHOOL OF CHOICE FOR PARALEGALS

SOUTHWESTERN LAW SCHOOLLos Angeles, Cal i fornia www.swlaw.edu

Southwestern offers full-time and part-time 2-, 3- and 4-year J.D. programs.

For more information visit www.swlaw.edu/JD-programsor contact [email protected] or (213) 738-6834

I would absolutely encourage otherparalegals to pursue a law degree atSouthwestern. Whether you have alwaysdreamed of being a lawyer or are simplyready for a new challenge, Southwesternprovides the opportunity for paralegals toexpand their career options, as well ascontinue working throughout law school.Anyone who joins the Southwestern familywill benefit from its diverse studentcommunity, distinguished faculty, anduniquely supportive and collegialacademic environment.”

– Heather Sweatman 4LPart-Time Evening Program

Page 16: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 16

a difference through its educational programs, pro bono activities, community service, and student scholarship opportunities. In recent years, LAPA also received NALA’s Making a Difference Award and was recognized at prior NALA conferences in Portland, Oregon (2013), Charleston, South Carolina (2014), and Tulsa, Oklahoma (2015).

Below are just some reasons why LAPA received NALA’s Making a Difference Award.

On Saturday, March 18, 2017, the LAPA Pro Bono & Community Services Committee and several LAPA members participated in and raised funds for Public Counsel’s Run for Justice 5K race event at Dodger Stadium near downtown Los Angeles. With a few phone calls and e-mails, several LAPA members raised over $4,100 for Public Counsel in just a couple of weeks, beating the initial set goal of $2,000 and surpassing LAPA’s prior fundraising amounts for the same annual event during the years of 2009 through 2016. Public Counsel is “the nation’s largest public interest law firm specializing in delivering pro bono legal services to low-income communities. Public Counsel strives to achieve three main goals: protecting the legal rights of disadvantaged children; representing immigrants who have been the victims of torture, persecution, domestic violence, trafficking, and other crimes; and fostering economic justice by providing individuals and institutions in underserved communities with access to quality legal representation.” 1

LAPA’s Annual Paralegal Day Mixer, held on June 7, 2017, was a great way to network and celebrate Paralegal Day in the City of Los Angeles. Not only

P R E S I D E N T ’ S M E S S A G E - continued from page 1

Celebrating after a successful NALA Conference in Orlando, Florida: Back row - Gloria Torres, PASCCO President, LAPA President Bobby Rimas; Front row - NALA Director Michelle Pfeiffer and CAPA Past President and Board Advisor Kristine Custodio

L A P A ’ S E M P L O Y M E N T L A W S E C T I O N S E M I N A R R E V I E W - continued from page 14

Linda has represented health care, legal, retail, and public sector employers for over 35 years. She frequently lectures to management groups, administrators, judges, and physician groups as well as various bar sponsored groups. She serves as a volunteer court appointed mediator for the Los Angeles County Superior Court’s mediation program and also serves on UCLA’s Jonsson Cancer Center

Foundation Board of Directors. Most recently, on June 15, 2017, Linda was awarded the Association of Southern California Defense Counsel’s 2017 Hall of Fame Award at the Biltmore Hotel.

Thank you Linda Miller Savitt for sharing your time and wisdom with the Paralegal attendees at the June 29, 2017 Los Angeles Paralegal Association’s MCLE event. G

continued on page 23

Page 17: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 17

L A P A ’ S L I T I G AT I O N S E C T I O N S E M I N A R R E V I E W - continued from page 12

their subsequent inadmissibility at trial, and he even explained various statutes, such as California Code of Civil Procedure §418.10, which is the authority that enables one to file a Motion to Quash, as it is a motion brought on the basis that the court has personal jurisdiction over a particular legal matter, but that it would be inconvenient for the court to hear the case (“forum non conveniens.”) He spoke about the mandatory “meet and confer” requirement prior to going through with a demurrer (§430.41), as well as the law that supports one to include in a motion to strike the ability to strike from a pleading “irrelevant, false, or improper matter” (CCP §435(b)(2), 43b(a)).

I could go on about the many concepts I learned (or that were reinforced), from Metheny, but I found the presentation both very edifying and insightful. I could also go on about how delicious the food was, but the most satisfying aspect of the event was the caliber of the presentation. No complaints here! G

P E A N U T G A L L E R Y I I - continued from page 9

medium by which anyone can easily identify and locate potential evidence for litigation. Having a detailed Word questionnaire and outline is just as effective as a technical Visio diagram.

Being prepared does not require your Data Map to be a work of art, it just requires that you have documented a thorough and current understanding of the relevant locations of data. The one thing you do not want to happen is to have to search and scramble on the eve of discovery as that’s when things are likely to slip through the cracks. And, when your attorney walks into their Rule 26(f) meet and confer conference with your diligently prepared, thorough, and current Data Map in hand they’ll be thankful that they have such strong para-technical support behind them. It will aid the negotiations to narrow the scope of Discovery data and help save time and money.Joy Murao, Founder and CEO of Practice Aligned Resources, is a widely-recognized leader in the litigation support industry. Her grasp of the power of technology coupled with her dedication to clients, allows for the development and implementation of sustainable innovative systems in service to her clients. Joy is a highly sought after speaker on legal technology, eDiscovery and legal project management. She is the Regional Director (Southwest) for Women in eDiscovery and an Instructor in the Paralegal Training Program at UCLA Extension. G

Page 18: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 18

•••••

Page 19: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 19

4. She lists eight ways to use credit cards sensibly including pay off the balance every month, select cards with the low interest rate possible and no fees, avoid cash advances, shred receipts and card statements, and review billing statements. There are numerous ways to try to dig out of debt with the first one being to stop using the cards. A section about credit scores lets readers know that consumers have a right to see what the credit reporting companies say about them with a once a year free credit report from the three major reporting companies.

Chapter 5 concerns purchasing a house. When you think you are ready to buy, three questions should be answered: how much of the purchase price should you borrow, length of the mortgage, 15 or 30 years, and whether to have a fixed or adjustable rate. The caveats of borrowing the least for the shortest amount of time, max out the amount borrowed, and the best term are offered. Insuring for catastrophes is covered in chapter 6. Health insurance is essential whether it is through an HMO or a PPO, and often offered through employment. Berson discusses other types of insurance such as life insurance, long-term care, disability insurance, and property insurance. Determining how much risk to transfer to the insurance company against how much to retain is important. The end of this chapter contains information about protecting one’s health, especially to retain and strengthen cognitive brain function.

Spreading assets over the four categories of investments, liquid, inflation defense, deflation defense, and affluence hedge, is the secret to diversifying investments, part of successfully managing an investment portfolio. Chapter 7 concerns investment basics discussing asset allocation to balance a portfolio. “Mutual funds are the easiest way to invest” as they invest in stocks and bonds of different companies and lower risk than doing it on one’s own. Berson explains types of mutual funds – index, hedge, conventional and tax management. It’s important to avoid common market mistakes such as frenetic account activity, predictions, purchasing more of one particular stock, putting everything in a “sure thing,” and losing focus. Spreading investments over U.S. stock funds, international stock funds, and U.S. bond funds provides a strong a diversification.

“Taxes,” covered in chapter 8, reminds us that it is often not how much one earns but how much one keeps after taxes. Good record keeping is a fundamental necessity to preparing a correct tax return. Advice on how to deal with the IRS and strategies for minimizing taxes, such as tax deferred investments and deducting mortgage interest, are included. “Retirement Planning” is covered in chapter 9. Consistent saving for retirement is difficult due to economic factors, but having a 401k or an IRA, pension, and savings/investments should provide most of one’s income after leaving the work force. Some of the rules of retirement investing include saving 10% of one’s income, increasing savings with any increase in earnings, portfolio and stock allocations, juggling debt (max out retirement plans after paying off debt), and maintaining an emergency fund. Regardless of age, saving for retirement must be a priority.

The chapter “Life Events” focuses on the expected and unexpected events that come up in life such as job change, burnout, taking a sabbatical, getting married, and becoming a caregiver. Saving and being prepared is best. A small section about estate planning is included along with a chart of essential information to maintain in a binder. Finally in chapter 11, “Giving Back,” Berson states that giving back to your community provides a happy return. It is possible to find both time and money to make a difference to someone or to an organization that can use either or both ways to help out. Also included is Appendix A of resources, Appendix B a quiz to determine what kind of spender you are, and Appendix C a financial to-do checklist.

It is not always something we want to think about but financial planning is essential. It helps to determine where one’s income goes each month, save and invest for the future, and prepare for life’s major events. G

B O O K R E V I E W - continued from page 2

If you are interested in making a difference, please be sure to visit www.LAPA.org to connect with LAPA Chairs or Co-Chairs of committees and sections. Being involved with a LAPA committee or section is a great way to network, develop leadership skills, and ensure that 2017 is even a better year for LAPA!

Page 20: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 20

continued on page 24

P E A N U T G A L L E R Y I - continued from page 3

You may be in a practice specialty by default: it was simply the best job you got after paralegal school. Sometimes, the condition of the legal market forces you to choose a particular practice area. For example, because of weak market conditions during the recession, many paralegals fell into litigation or bankruptcy rather than corporate or real estate.

Why do you want to switch? Paralegals choosing to switch practice areas for the “right reasons” often do so because they realize that they are not suited for the practice area they are in. It is critical that you totally evaluate why you want to change. Be realistic. Were you listening to colleagues boast about the mega merger deals they worked on, or the salary they command? Does a colleague work for a glamorous entertainment firm with lots of wrap parties and you’d like to be part of that?

Have you thought about whether you are seeking to change practice areas because you are unhappy with your current firm? In such circumstances, changing firms may ultimately be the right choice instead. Perhaps you just need a vacation after working for 30 days straight on a trial in the middle of nowhere eating junk food and soothing upset, agitated, grumpy attorneys.

Whatever the reason, you need to be clear and identify the reason you are seeking change. Make sure that your reason has been thoroughly explored and is compelling. You do not want to find yourself in a similar situation in another year.

What is the new specialty? Sometimes it’s a matter of, “Just get me outta here!” Other times, you already know where you want to go. However, if you don’t, here are a few steps you can take:

Shed your preconceived notions. Many of us think we know all there is about various specialties. But if you’ve never actually worked in those areas or spoken at length with someone who does, chances are your perceptions are inaccurate.

Explore your options. Go to LAPA job seminars, find webinars, read articles, join LinkedIn groups, connect with paralegals on Facebook, attend association meetings. This is a great way to find out what’s out there and learn more about different specialties. Read job postings. Join practice specialty sections of your association. Look up

attorney and paralegal job descriptions. Attend lawyer association meetings and find out what lawyers do. They all need paralegals. Read journals. Google different specialties. Take a paralegal to lunch.

Take steps to successfully assimilate. Once you’ve decided to make the change, immerse yourself in the specialty. Immediately join that specialty association. Get out to meetings, read journals, go to state and national conferences, and consider getting active by joining a committee. Many paralegals make the transition to a new area and then bail when they feel like a fish out of water. They don’t give themselves a chance to learn and grow into the new position or develop expertise. Remember that it takes three to six months to master a new environment – sometimes longer, depending on the complexity of the specialty.

How to make the change. Once you have identified the reasons to change your practice area, are convinced that the reasons are compelling, have done a requisite critical self-analysis and examined your academic qualifications and experience, the next step is to plan how to proceed.

To make the transition to a new specialty, you’ll need a record of projects showcasing your new skills and definitely additional training. Even then, expect to start at the bottom, both in terms of pay and job responsibilities.

Transferable skills. The biggest mistake paralegals make is to assume employers will take them as they are. That is, they can simply go from one arena to another. Telling employers you are hard-working, can handle a large volume of work, and a quick learner means nothing. What skills do you have that are transferable? Are you a litigation paralegal seeking to become a corporate paralegal? Did you ever work on a case where you had to look into the corporate formation? Do research on the corporate structure? Those are the transferable skills.

Continuing legal education. You must take continuing legal education to show that you have the right skills. Are you a corporate paralegal seeking to go into litigation? Take seminar/webinars in eDiscovery and state and federal rules. Put those

Page 21: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 21

outside vendors, estimates of building and equipment costs and what training will be provided. The FDD also lists current and terminated franchisees, includes audited financial statements of the Franchisor, the operations manual table of contents, and a copy of every agreement that a prospective Franchisee may need to sign in order to acquire the Franchise.

In addition to the FTC’s regulation, which applies throughout the United States, 13 states require the FDD to be registered with a state agency: California, Hawaii, Illinois, Indiana, Maryland, Minnesota, New York, North Dakota, Rhode Island, South Dakota, Virginia, Washington and Wisconsin. Each of these states has its own franchise disclosure law and may require additional documents. Several other states that do not require filing the FDD in the state, have Business Opportunity laws that may require filing a Notice of Exemption or a Business Opportunity notice. In states that do not have specific franchise disclosure laws, the FTC’s regulation still applies, which means that even in states with no franchise law, the FDD must be prepared and given to prospective franchisees.

Attorneys and paralegals have important, even critical, roles in franchising. Lawyers and paralegals who represent the Franchisor typically prepare the FDD according to federal and state laws and regulations. The FDD must be written in plain English. Contracts that Franchisees will sign, like the Franchise Agreement or Guarantee, must be carefully worded with the regulations in mind, while granting rights to franchisees, and protecting the Franchisor from misuse of its trademarks, brand name, system and goodwill.

Lawyers and paralegals who represent prospective Franchisees may be asked to review the FDD, Franchise Agreement and other agreements of the Franchisor and make sure the client understands what will be required and what to expect from the Franchisor.

The laws and regulations that govern franchising can be complex. They go beyond just franchising to include business opportunities and distribution law. In addition, the federal government and states have enacted franchise laws that apply to particular industries, like gas station franchises (Petroleum Marketing Practices Act), car dealer franchises (Automobile Dealers Day in Court Act and California’s New Motor Vehicle Law), beer and wine distribution franchises (alcoholic beverage distribution laws), and regulation of franchises for dealers in farm equipment.

Sports franchises, while different in many ways, are still businesses that use brand names of their leagues, operate in territories, following league programs. In some states, courts have ruled that even organized professional sports leagues are covered by franchise laws, although no court has yet considered this question in the context of major league baseball (MLB), basketball (NBA), football (NFL) or hockey (NHL).

To learn more about franchising and the important role of paralegals, please come to LAPA’s upcoming MCLE seminar Thursday, September 14, 2017 at 6:15 pm, with presenter attorney David Gurnick, at the offices of Lewitt, Hackman, Shapiro, Marshall & Harlan in Encino, California. See flyer for details.Marianne Toghia is a Paralegal at Lewitt, Hackman, Shapiro, Marshall & Harlan in Encino, California. She has 20 years’ experience in franchising, including working for a large restaurant franchisor. G

L A P A M C L E S E M I N A R P R E V I E W - continued from page 4

J O B S E A R C H A D V I C E - continued from page 7

why you must narrow your search for jobs that you actually envision yourself doing. Don’t simply wing it and expect every potential employer to bow to you. Put in the leg work, and research: who’s going to read my cover letter, exactly? What can I find out about him or her? Sometimes all it takes is a Google search to find out about the hiring manager or partner: their likes and dislikes, their passions, their fields of expertise. Again, court them, seek them out and be genuine about it. If your cover letter demonstrates that you really care about the position and you have what it takes to satisfy their needs, they will want you, and you will have the edge.

•at the interview, alwayS be your beStSELF. It’s not that different from a date, honestly. Dress well, smell good, smile, and most of all, be prepared. Most of the time, interviewers are looking for one thing during the interview: your personal quality. Most of your qualifications and experience are already apparent on your resume, but how do you resonate with them as a person? Are you affable? Are you serious? Are you easy to work with? Can you do work on your own with little supervision? What are your strengths and weaknesses? What are your ambitions? They are there to test you to see if they

continued on page 24

Page 22: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 22

N A L A N E T W O R K - continued from page 6

Process Servers, Capitol Services, Central Intelligence Agency, Service Partners Information Co., Unisearch, Inc., Cobblestone Systems, and Compex. All representatives were available each morning with a smile ready to share their products and services. It was a please to meet some new vendors and hear about their services while enjoying continental breakfast and coffee.

NALA graciously awarded Base Camp, a nonprofit corporation, with a donation of over $6,800 during a traditional formal lunch on Thursday afternoon. This extremely worthy organization has offered services and assistance to children who suffer from cancer and other devastating hematological illnesses along with their families in the central Florida area since 1982. The goal of Base Camp is assist the entire family through the traumatic experience of a child suffering from cancer, both during and after treatment. The organization fulfills its goal by offering such wonderful programs as milestone parties, food baskets, parent support groups, overnight camps, and second wishes. LAPA is proud to have had the opportunity to participate in such a worthy cause! You may still donate at http://www.basecamp.org/donate/.

The Conference was wrapped up on Friday afternoon with the installation of NALA’s 2017-2018 officers: Cassandra Oliver, ACP, President, Jill Francisco, ACP, VP, Melissa Hamilton, ACP, Secretary, and Debra Overstreet, ACP, Treasurer.

CAPA Past President Kristine Custodio (left) and LAPA President Bobby Rimas (right) congratulate the newly reelected NALA Vice President Jill Francisco (center) at NALA’s Orlando, Florida Conference & Expo.

Congratulating a newly reelected NALA President Cassandra Oliver at NALA’s Orlando, Florida Conference! From left, Kristine Custodio, CAPA Past President and Board Advisor, Gloria Torres, PASCCO President, Casandra Oliver, NALA President, LAPA President Bobby Rimas, and NALA Director Michelle Pfeiffer

Save the date and stay tuned for additional information to follow regarding next year’s NALA Conference & Expo to be held in St. Louis, Missouri on July 11-13, 2018. G

T R A V E L L O G - continued from page 11

and hissing “dinner,” which seemed to frighten them off, at least temporarily!!

The following day was Paul’s birthday, which naturally called for spending the day at as many old familiar places as possible. Our first such stop late that morning was one of his favorite wineries in San Luis Obispo, where I had called ahead to make an appointment, as I have done several times in the past. The Stephen Ross tasting room is generally only open from Thursday through Sunday, although so far they’ve always been willing to accommodate us during “sales-only” hours, and happily were as gracious as usual about letting us come in on the

“wrong” day of the week. After we’d tasted several of their delicious wines and made our purchases, it was off into the heart of the Edna Valley wine country south of the city.

On this occasion, we did make one stop at a winery we’d passed by on numerous previous tours, Claiborne & Churchill, specifically to try their Dry Riesling and Gewurztraminer, which are both relatively uncommon wines in California. We’d very much liked the Dry Rieslings we tried while we were back east, and I’ve started to look out for them now. We actually liked both of the C&C versions and went on our way thinking we’d learned something useful!

continued on page 26

Page 23: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 23

NEW 2018 Certified ParalegalExam Specifications

•NEW STRUCTURE •FAST EXAM RESULTS •MORE TESTING WINDOWS

New CP Exam Coming 2018The NALA Certifying Board provides oversight for the development and ongoing maintenance of the Certified Paralegal examination. The Certifying Board approved the new structure for the CP examination effective January 2018 due to results of the recent job analysis, improvements in technology, and recent refinements by the National Commission for Certifying Agencies (NCCA). The new exam structure allows for a new format and content, quicker exam results, and more testing windows!

For more information, please visit www.nala.org

P R E S I D E N T ’ S M E S S A G E - continued from page 16

did the City and Mayor Eric Garcetti’s Proclamation recognize paralegals and the paralegal profession, it specifically cited the efforts of the Los Angeles Paralegal Association (“LAPA”) in developing, strengthening, and advancing the profession and its promotion of charitable and pro bono causes. In honor of this special day, LAPA hosted a Paralegal Day Mixer at the Los Angeles Athletic Club in downtown Los Angeles. Over 100 paralegals and members of the legal community joined in the celebration and enjoyed a no-host bar, passed delicious hors d’oevures, and plenty of networking. The event’s keynote speakers were the Honorable Holly Fujie and the Honorable Dorothy Kim. Judge Holly Fujie was the first to speak and congratulate LAPA on its Annual Paralegal Day. Judge Fujie presides at the Stanley Mosk Courthouse. Prior to her position as a judge, she was a shareholder in a private law firm and served as president of the State Bar of California and was an adviser to the Obama Administration with respect to federal judicial appointees. Judge Dorothy Kim was the next to speak. Judge Kim started her legal career as a Paralegal working in a New York law firm. Both judges spoke about the significance Paralegals have in the legal industry.

In November 2017, LAPA will again hold its Annual

Pro Bono Fair where attendees can hear from numerous pro bono agencies and their missions. Attendees will learn about what opportunities are available for volunteers and interns to help them deliver outstanding services to underserved clients.

Recognition of LAPA’s award will be published in an upcoming issue of NALA’s Facts & Findings magazine or Facts & Findings Digital.

Congratulations and THANK YOU to all who have contributed to promoting and advancing the paralegal profession and LAPA. I encourage everyone to continually participate in LAPA’s educational seminars, networking events, community service activities, and pro bono endeavors where you can take yourself, the paralegal profession, and our association to the next level! Mr. Bobby T. Rimas is a Paralegal within the Law Department at OneWest Bank, a division of CIT Bank, N.A., in Pasadena, California. He is currently the Los Angeles Paralegal Association President and previously served as the LAPA October Conference Chair, Board Advisor, and Pro Bono & Community Services Committee Chair. Mr. Rimas is also an Associate Professor at California State University, Los Angeles’ College of Professional & Global Education where he teaches Entertainment Law and Intellectual Property. Additionally, he is a Faculty Member at Fremont College’s Paralegal Studies Program where he teaches a Real Property Law course. In July 2017, Mr. Rimas was a presenter of the Employment Law and Immigration Law seminars at the National Association of Legal Assistants’ 42nd Annual Conference in Orlando, Florida. Mr. Rimas serves as the Public Relations Director for the UCLA Pilipino Alumni Association and an Advisory Board Member for the University of La Verne’s Legal Studies Department. He earned his Bachelor’s Degree in History from the University of California, Los Angeles (UCLA) and his Paralegal Certificate from the UCLA Extension Attorney Asst. Training Program. G

Page 24: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 24

courses on your resume. Now, you can show potential employers you have some current knowledge of the specialty. This is the most important step you can take to switch specialties. Can’t find a paralegal course? Take attorney seminars or webinars. You will gain a lot more knowledge than you realize.

Get cross-trained in your current firm. The paralegal that brings the most value to firms today is one that is cross-trained. You may not have to leave your firm to learn a new specialty. Find out where your firm can use your talent and get cross-trained. You’ll bring added value to the firm and ensure better job security in the process.

Make an impression. During interviews, be the standout candidate by talking up the actions you’ve taken that prove your commitment to the field. Reveal your practice specialty knowledge, and mention events you’ve attended or associations where you volunteer. Write articles on LinkedIn, for LAPA or other legal publications that demonstrate the value you bring. You can even start a blog or utilize social media.

Your goal is to make potential employers see you as someone already in their industry and in it to stay, regardless of whether they hire you. Don’t leave the impression that if they don’t hire you, you will do something else.

Think small. Bigger firms may offer a broader range of opportunities and even more money, but a smaller firm may give you the chance to work in a jack-of-all-trades capacity to develop skills outside your area of expertise. Also at smaller firms, job roles may be more flexible, thus allowing you to gain exposure to other responsibilities.

Change your resume. Another common mistake is to use the same resume that worked in previous specialties when pursuing new ones. Instead, resumes should be reworked to emphasize key qualifications for new objectives. The best way to get started is to research the specialty you’re trying to break into and understand what hiring managers want. Learn about the skills and other credentials that are important in your new career and put those skills first in your resume. Don’t assume employers will know you have those skills. They don’t.

It’s exciting and daunting at the same time to make

a switch in practice specialties. Take the proper steps and don’t expect to make a change without some bumps in the road. It’s possible, it’s being done and you can do it. Just one more positive line on your resume on your road to paralegal success! Chere Estrin is the CEO of Estrin Legal Staffing. She is the author of 10 books on paralegal careers and a former Paralegal Administrator for two major law firms. Chere is the CEO of the Paralegal Knowledge Institute, the President and Co-Founding member of the Organization of Legal Professionals and a former executive in a $5 billion corporation. She has been interviewed by the Los Angeles Times, Newsweek, Forbes.com, Above the Law and other publications. She is a LAPA Lifetime Achievement Award recipient and national seminar speaker. She has written her blog, The Estrin Report since 2005. Reach her at [email protected]. G

P E A N U T G A L L E R Y I - continued from page 20

J O B S E A R C H A D V I C E - continued from page 21

could see themselves working with you. Also, when their questions come to an end and they ask you if you have any questions, never say you don’t have any questions. If you really care about the job, you will ask insightful questions. Ask them what is the most common challenge that people have encountered when they start working there. Ask them if they provide incentives for upward mobility, and what those incentives look like. Ask them what database management program they use, or if they use an eDiscovery program. Engage with them, don’t simply regurgitate answers to questions. If you really have no questions (which should be a rare occurrence), then at least make a remark about something you learned from the interview, as it will show them that you are a careful listener and have strong retention skills. Be interested in what you can offer to the company. Make it more about them and less about you.

•remember that you are an entry-levelPARALEGAL. Humility goes a long way when it comes to starting out at a new job or whole career path. Don’t market yourself in a way that indicates to employers that you are inflexible. As entry-level paralegals, we must work our way to the top, but it doesn’t have to be a drag. Be optimistic and value yourself accordingly. There’s nowhere else to go but up, and it can be an enjoyable experience growing with the company and growing as a professional, too.

These tips are by no means comprehensive and they won’t necessarily guarantee you a job right away. The reality is that it all starts and ends with you. However, if you nurture a positive attitude toward looking for paralegal work after college, then you probably already know all of this and will hit the ground running. Even

continued on page 36

Page 25: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 25

Building Better Legal Solutions

DTI delivers integrated legal outsourcing solutions to law firms and corporations across the globe.

How can we help you?» Discovery & Managed Review» Risk & Compliance

» Legal Administrative» Court Reporting

World-class service. Local commitment. Visit DTIGlobal.com to learn more.

(213) 892-9000 - 350 S. Figueroa St., Suite 750 Los Angeles, CA 90071

Page 26: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 26

T R A V E L L O G - continued from page 22

Not far from C&C, we turned into the very familiar driveway of Kynsi, the winery founded back in 1995 by Don and Gwen Othman, friends of Paul’s dad. We love their Pinot Noirs and had a wonderful time comparing the multiple versions which were being poured that afternoon. Normally it’s reasonably easy to decide what to buy, but for some reason, I found it somewhat challenging this time, eventually settling on one bottle of what I still think is an unusual (and unusually awesome) Pinot for us to keep for ourselves.

I’d originally thought there’d be enough time that afternoon to make a brief detour out to the Coast and pick up fresh avocados at our favorite store (Morro Creek Avocado Ranch), but wine tasting can fool you. Instead of trying to make everything happen in one afternoon, we more sensibly decided to drive back to our friends’ house so we could all go out to Paul’s birthday dinner in one car.

Speaking of dinner, this was I think the third year in a row that the four of us have celebrated Paul’s birthday at the Range, a terrific “joint” in little Santa Margarita with a sort of folksy, friendly, 50’s

Texas vibe. Not to mention that Paul and I go there even without the Maguire’s, any time we have the chance – and the cash, since they don’t take credit cards. They don’t take reservations either. Dinner only, closed Mondays. Parking is where you find it. The daily special is called the “Fresh Kill,” and is always something memorable from one of the local providers, as are many other menu items. We’ve never had anything we didn’t think was excellent. Even a reasonable corkage fee.

All in all, a perfect ending for one’s birthday, wouldn’t you say?

The days which followed would take us a little farther to the north, in search of still more old haunts and old friends, and some new ones too! G

If you are interested in making a difference, please be sure to visit www.LAPA.org to connect with LAPA Chairs or Co-Chairs of committees and sections. Being involved with a LAPA committee or section is a great way to network, develop leadership skills, and ensure that 2017 is even a better year for LAPA!

Page 27: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 27

Join one of the nation’s premier paralegal associations:

The Los AngelesParalegal Association

Please visit www.lapa.org for detailed information about LAPA membership benefits.

Are you looking for a job? If so, please be sure to view LAPA’s Career Center webpage and consider submitting your resume!http://p.ca.la.associationcareernetwork.com/Common/HomePage.aspx

Page 28: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 28

APPLY NOW! DEADLINE ISSEPTEMBER 4, 2017!

FOR GUIDELINES AND TO RECEIVE THEAPPLICATION, PLEASE E-MAIL LAPA

AT [email protected].

THE WINNER WILL BE ANNOUNCEDAT LAPA’S OCTOBER CONFERENCE

SCHEDULED FOR SATURDAY,OCTOBER 7, 2017.

DID YOU KNOW, LAPA AWARDS A STUDENTSCHOLARSHIP EACH YEAR

TO A STUDENT MEMBEROF LAPA?

LAPA’S$1000 STUDENTSCHOLARSHIP

Page 29: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 29

Members Only Benefits

Regional and Networking Sections LAPA has many opportunities for meeting and connecting with your paralegal colleagues and other legal industry professionals. Such opportunities include seminar and networking events based on geographical locations such as Downtown (Los Angeles), South Bay, West L.A., the San Fernando Valley, Santa Clarita, and more. LAPA also provides educational seminars in various legal specialties, including, but not limited to, Litigation, Probate Law, Intellectual Property Law, Corporate Law, Immigration Law, and Ethics. Additionally, with the support of our legal industry partners, LAPA also hosts other networking and charitable events and mixers. Your participation in LAPA is encouraged, so be sure to reach out to a LAPA Section or Committee Chair, develop your leadership and networking skills, and make LAPA an even better association.

Vital Savings This benefit provides LAPA members a discount program for dental and vision services, long term care, as well as many pharmaceuticals. LAPA has been able to obtain special pricing of Vital Savings discount cards through Aetna. By using the discount cards and Aetna approved providers, LAPA members can save dramatically on the services provided by these professionals. For more information, please visit LAPA’s website, www.lapa.org. Working Advantage LAPA members may join a program that offers discounts up to 60% on tickets, travel, shopping, and more. LAPA helps you save money on items from clothing to theater tickets to flowers. This benefit is available by logging onto the LAPA website “Members Only” section. United Insurance Partners LAPA has teamed with UIP - United Insurance Partners - to bring LAPA members the opportunity to purchase health, dental, and/or vision insurance. When you access UIP through the link provided on the Benefits webpage, you will find an array of insurance products available for you to purchase with companies such as Blue Cross, Aetna, and many other top insurance companies. Please visit LAPA’s website, www.lapa.org, for more information. NALA Affiliation LAPA is an affiliated member of the National Association of Legal Assistants. NALA is the nation’s leading professional association for paralegals. As a member of an affiliated association, the initiation fee for individual membership in NALA is waived for LAPA members. NALA boasts some of its own benefits. Access its NALA Campus Live for online continuing legal education, self-study courses, and preparation for the CLA/CP Exam. Its annual educational convention in July allows you to expand your network beyond your state’s borders as you network with other paralegals from around the country, attend educational institutes and member related activities. Freelance/Contract Paralegal Listing LAPA provides a “Freelance Paralegals” section on its website to assist LAPA members who are freelance, contract, or independent paralegals, as defined by California Business and Professions Code Section 6450. For a nominal fee of $60, you can post your contact information on LAPA’s website for six months. You can sign up online through the Members Only section of the website. Membership Database Available only to LAPA members, the Membership Database is a valuable tool in locating other paralegals or legal professionals with whom you have worked or networked. The Membership Database also provides up-to-date contact information as well as members’ legal specialties and geographical areas. Credit Union LAPA members are eligible to join Southland Credit Union. Southland Credit Union, with over $435 million in assets, offers an online presence, a new full-service branch in downtown Los Angeles, an upgraded ATM network and five new proprietary ATMs. Southland Credit Union has expanded its product line by introducing a new high-yielding certificate of deposit, a Rewards Plus program and a market-leading high interest yielding checking account. Southland Credit Union prides itself on outstanding service to its members and has recently earned a 95 percent Member Service satisfaction rating. Lorman Education LAPA is dedicated to providing efficient and readily-available continuing education opportunities that meet the needs of our members and enhance their skills, knowledge, and competencies. LAPA has partnered with Lorman Education to provide continuing education in a variety of topic areas. LAPA members receive a 20% discount on all orders.

Page 30: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 30

Bet Tzedek Needs YOUR Help!

Intake Services Volunteers Sought

Bet Tzedek’s Intake Services volunteers conduct pre-screening assessments in order to determine the appropriate course of action for individuals who call seeking legal assistance. Our volunteers are often the first contact our community has with our organization, and we rely on our volunteers to handle a high volume of calls from a diverse population of individuals with a broad range of needs. Gain Issue Spotting and Client Interview Experience

Under attorney supervision, volunteers develop foundational legal skills, including learning to spot legal issues; to conduct telephone interviews with potential clients dealing with challenging, stressful situations; determining what information provided by the caller is relevant; and to begin to develop judgment of potential cases in a wide array of legal areas. Volunteering with Intake Services also provides first-hand knowledge of the landscape of legal services available in Los Angeles County and exposure to and understanding of the issues faced by the communities we serve. Commitment: 40+ hours. During the school year, we ask that volunteers commit to working in the Intake Center for 8-10 hours/week for 8-10 weeks. During certain periods, such as winter break, we may be able to accommodate schedules that include a higher number of hours per week for fewer weeks. Work must be completed during normal business hours (M-F, 9am-5pm). To Apply: Email [email protected] or call (323) 549-5839 with any questions. Spanish language skills are highly preferred, but not required.

Page 31: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 31

Page 32: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 32

This presentation will discuss the basic legal issues in workers’ compensation, how those issues are abused, and what legal teams can do in response. The seminar will also discuss the internal framework intended to eliminate abuse and circumvention of the system. Finally, the seminar will cover current legal trends in workers’ compensation, common obstacles, how legal teams deal with those obstacles, and workers’ comp. legislative priorities for 2017.

Presenter James E. Umholtz is a partner of The Law Offices of Schlossberg & Umholtz, where his practice consists of defending workers’ compensation claims. Mr. Umholtz focuses his practice on defending self-insured employers, insurance companies, Third-Party Administrators, and municipalities against workers’ compensation claims. Mr. Umholtz earned his Bachelor’s Degree from California State University, Long Beach, and a J.D. degree from Western State University College of Law.

LAPA is a State Bar of California approved MCLE provider and certifies that this seminar is approved for 1.5 hours of credit.

Thursday, August 10, 2017 National University

5245 Pacific Concourse Drive, Los Angeles, CA 90045 6:30-7:30 pm: Check-in, Networking, and Dinner

7:30 to 9:00 pm: Presentation

$30 registration fee for LAPA members (if registered by August 7, 2017) $20 registration fee for LAPA student members (if registered by August 7, 2017)

$40 for non-members and late registration For registration information, please call: 1-866-626-LAPA or

contact LAPA President Bobby Rimas at (213) 952-9914. You may register for this event online at www.lapa.org.

To register by mail, please make checks payable to “LAPA” and mail to: Los Angeles Paralegal Association, Post Office Box 71708, Los Angeles, California 90071

Self-parking is free after 6:00 p.m. No refunds or cancellations.

TO ALL ATTORNEYS, PARALEGALS & LEGAL PROFESSIONALS

LAPA’s South Bay Section Presents: Workers’ Compensation Basics

Presented by Attorney Jim Umholtz

Name: ________________________________ Firm Name: _______________________________________________ Address: ___________________________________________________________________________________________ Telephone: __________________ Facsimile: _____________________ E-mail: _______________________________ LAPA member? (Circle one) Yes No Amount enclosed or to be charged: $______________________________ Credit Card No. (Visa/MC/AmEx): ____________________________ Expiration date: _____________________________ Name of Credit Card, if charging: _______________________________________________________________________

To join LAPA today and attend this meeting and subsequent meetings at member rates, enclose an additional check for one year’s dues: Voting Member $90 __ Associate Member $90 __ Student Member $50 __ Benefactor Member $250 __

Page 33: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 33

Dual representation is common in immigration matters, both in family-based cases (including removal proceedings with family-based relief from removal) and employment-bases cases. But what happens when conflicts arise, as they inevitably do between family members and employers/employees? This seminar will discuss the situations where these conflicts arise, the ethics rules that apply, and tips on how to address them. Other topics include, unlawful practice of law, confidentiality, unique Executive Office of Immigration Review issues and more.

SPEAKER: Nikki Jacobson is a Senior Attorney at Rose, Klein & Marias LLP. Ms. Jacobson has been a dedicated advocate for the injured worker and immigrants from all over the world. For over 19 years, she has focused her practice of law exclusively on immigration and workers’ compensation law. She is a Certified Workers' Compensation Specialist by The State Bar of California. Ms. Jacobson is an active member of the American Immigration Lawyers Association, California State Bar Workers’ Compensation Section, California Applicant Attorney’s Association and the Los Angeles County Bar Association. Ms. Jacobson is a distinguished Professor of Law at West Los Angeles College (WLAC) where she teaches various legal topics, including Workers' Compensation & Immigration Law.

LAPA is a State Bar of California approved MCLE provider and certifies that this seminar is approved for 1.0 hour of credit.

Thursday, August 17 , 2017 A b r a h a m L i n c o l n U n i v e r s i t y

3530 Wilshire Boulevard, Suite 1430, Los Angeles, California 90010

6:30 to 7:30 pm: Check-in, Networking, and Dinner 7:30 to 8:30 pm: Presentation

$25 registration fee for LAPA members (if registered by August 10, 2017) $20 registration fee for LAPA student members (if registered by August 10, 2017)

$50 for non-members and late registration $25 for student non-members and late registration

For registration information, please call: 1-866-626-LAPA or e-mail LAPA at [email protected].

Y o u m a y r e g i s t e r f o r t h i s e v e n t o n l i n e a t w w w . l a p a . o r g .

To attend this seminar virtually, please e-mail [email protected]. To register by mail, please make checks payable to “LAPA” and mail to:

Los Angeles Paralegal Association, Post Office Box 71708, Los Angeles, California 90071 Name: ________________________________ Firm Name: _______________________________________________ Address: ___________________________________________________________________________________________ Telephone: __________________ Facsimile: _____________________ E-mail: _______________________________ LAPA member? (Circle one) Yes No Amount enclosed or to be charged: $______________________________ Credit Card No. (Visa/MC/AmEx): ____________________________ Expiration date: _____________________________ Name of Credit Card, if charging: _______________________________________________________________________

To join LAPA today and attend this meeting and subsequent meetings at member rates, enclose an additional check for one year’s

dues: Voting Member $90 __ Associate Member $90 __ Student Member $50 __ Benefactor Member $250 __

N O R E F U N D S O R C A N C E L L A T I O N S

TO ALL ATTORNEYS, PARALEGALS & LEGAL PROFESSIONALS LAPA’s Immigration Law Section Presents:

ETHICS in Immigration Law: Dual Representation,

Unlawful Practice of Law and Other Ethical Considerations

P r e s e n t e d B y

N i k k i J a c o b s o n , A t t o r n e y a t L a w R O S E , K L E I N & M A R I A S L L P

Page 34: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 34

Franchise & Distribution Law is a fascinating but very structured business model of owning your own business and licensing someone else’s tradename. In this seminar, we will cover the differences between a distributorship, a license, a business opportunity and a franchise. We will review the laws that govern franchising in California, including 16 CFR Part 436 Franchise Rule, Federal Trade Commission. Mr. Gurnick will also discuss some significant court decisions affecting the franchise community [like NLRB, revenue reporting in Item 19] and some first-hand legal challenges he has helped his clients overcome. Mr. Gurnick and Paralegal Marianne Toghia, will also discuss the interest and variety of roles in franchising for paralegals and franchising professional opportunities. David Gurnick, franchise attorney, business lawyer and litigator, is a State Bar of California Specialist in Franchise and Distribution Law, as certified by the Bar’s Board of Legal Specialization. He is also a Certified Franchise Executive, as designated by the International Franchise Association. Mr. Gurnick’s Practice Group at Lewitt, Hackman, Shapiro, Marshall & Harlan also focuses on licensing, trademarks and copyrights, trade secrets, e-commerce, antitrust and competition matters, and related litigation. Representing clients in all aspects of franchise and distribution law, Mr. Gurnick has also testified as an expert in the field.

LAPA is a State Bar of California approved MCLE provider and certifies that this seminar is approved for 1.0 hour of credit.

Thursday, September 14, 2017 Law Offices of Lewitt Hackman

16633 Ventura Blvd, 11th Floor, Encino, CA 91436 6:15-7:15 pm: Check-in, Networking, and Dinner

7:15 to 8:15 pm: Presentation $25 registration fee for LAPA members (if registered by August 24, 2017)

$20 registration fee for LAPA student members (if registered by August 24, 2017) $35 for non-members and late registration

For registration information, please call: 1-866-626-LAPA or contact LAPA President Bobby Rimas at (213) 952-9914. You may register for this event online at www.lapa.org.

To register by mail, please make checks payable to “LAPA” and mail to: Los Angeles Paralegal Association, Post Office Box 71708, Los Angeles, California 90071

No refunds or cancellations. Building parking ($3.75/hr) – Metered street parking

Name: ________________________________ Firm Name: _______________________________________________ Address: ___________________________________________________________________________________________ Telephone: __________________ Facsimile: _____________________ E-mail: _______________________________ LAPA member? (Circle one) Yes No Amount enclosed or to be charged: $______________________________ Credit Card No. (Visa/MC/AmEx): ____________________________ Expiration date: _____________________________ Name of Credit Card, if charging: _______________________________________________________________________

To join LAPA today and attend this meeting and subsequent meetings at member rates, enclose an additional check for one

year’s dues: Voting Member $90 __ Associate Member $90 __ Student Member $50 __ Benefactor Member $250 __

Sponsored by:

TO ALL ATTORNEYS, PARALEGALS & LEGAL PROFESSIONALS LAPA’s San Fernando Valley Section Presents:

Franchise & Distribution Law

Presented by David Gurnick, Esq.

Page 35: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 35

LAPA TECHTechnology within the legal �eld is

increasingly more and moreimportant. Come to LAPA’s

Technology Mixer to learn aboutcurrent and new tech trends.

For more information andregistration, please visit

www.lapa.org.

WEDNESDAYSEPTEMBER 20, 2017

Los Angeles Athletic Club431 West 7th Street

Los Angeles, CA 90014

Page 36: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 36

STUDENT cont.

Jillisia Santillana [email protected] Schrobilgen [email protected] Thomas Thomas Professional Services [email protected] Viculin Wolf Rifkin Shapiro Schulman [email protected] & Rabkin LLPBrittany Walter UCLA Extension [email protected] Weiss UCLA Paralegal Training Program [email protected] Westerschulte Law Offices of Kimberly [email protected] A. SmithLennore Yuktirat [email protected] Zakharian UCLA Extension [email protected] Kristine Zotovich Kirkland & Ellis [email protected]

W E L C O M E N E W & R E N E W I N G L A P A M E M B E R SThe following is a listing of legal professionals and paralegal students who joined or renewed their membership in Los Angeles Paralegal Association within the last 30 days. The employer and work telephone number also are included when available. If any information is incorrect, please fax corrections to 866-460-0506, call LAPA at 866-626-LAPA or e-mail updates to [email protected].

VOTING

Kevin L Alperstein Alperstein Simon Farkas Gillin & Scott [email protected] Bain Carpenter, Zuckerman [email protected] & RowleyJames E Bigelow Higgins & Persoff [email protected] Fett Hinshaw & Culbertson, LLP [email protected] Flores Los Angeles Superior Court [email protected] K Gambill Parallution [email protected] Knofel Boies Schiller Flexner [email protected] Kuhn Rose Klein and Marias [email protected] A. Levin EXTTI, Incorporated [email protected] Martinez Olympia Law P.C. [email protected] Ordona Chugh, LLP [email protected] Orozco-Neu Aerlex Law Group [email protected] Suzuki Tetra Tech Inc. [email protected] Vaughn Los Angeles County District [email protected] Attorney’s OfficeHilary Whiting Directors Guild of America [email protected] Arias Legal Aid Foundation [email protected] of LA CountyKylee Ashmore Messner Reeves LLP [email protected] Ellen Lidon [email protected] Liane Lozano Ronald K. Ziff [email protected] A Moreno CSULA [email protected] Stout Cal State LA Paralegal Studies [email protected] Marie Troy Robinson Helicopter Company Inc. [email protected]

Joan Arias Legal Aid Foundation [email protected] of LA CountyKylee Ashmore Messner Reeves LLP [email protected] Ellen Lidon [email protected] Liane Lozano Ronald K. Ziff [email protected] A Moreno CSULA [email protected] Stout Cal State LA Paralegal Studies [email protected] Marie Troy Robinson Helicopter Company Inc. [email protected]

Analisa Alvarez Taylor & Ring [email protected] Bozzo [email protected] Cardenas UCLA Patent and Trademark [email protected] Law Clinics / LACBAArlene Gamboa [email protected] Geele University of California Irvine [email protected] Hinchey Paralegal Training Program [email protected] Holst UCLA Paralegal Training Program [email protected] Krescent UCLA PTP [email protected] Nicholas Kuo Bet Tzedek Legal Services [email protected] Kurland [email protected] Neiman UCLA Extension [email protected] Orozco UCLA [email protected] Paolini University of La Verne [email protected] Pitonyak [email protected] Ponce [email protected] Romillac Da Silva UC Irvine, Division of [email protected] Continuing Education

J O B S E A R C H A D V I C E - continued from page 24

those who are not as actively pursuing paralegal jobs know that these tips are common sense. Keep in mind that you must be reasonable and responsible when it comes to looking for employment. Own up to it and you’ll see the fruits of your work. If you try to make it fun, then it won’t feel like work, and ultimately, isn’t that what we all want? It all depends on you. Happy hunting!Herbert Ortiz, 31, currently works as an Immigration Paralegal at Haven Law Group, APC, an immigration law firm in Monterey Park, CA. He holds a Bachelor’s Degree in English Literature from UC Berkeley and is very happy with his position; he decided to pursue his vocation as a paralegal thanks to the ABA-accredited Legal Studies Program at Pasadena City College, which he successfully completed with a 4.0 GPA. G

Congratulations to LAPA’s Newest NALA Certified ParalegalMs. Briana Donahue-Martens

earned the designation Certified Paralegal upon completion of NALA’s Certified Paralegal Exam. Currently, she works as a Legal Assistant/Paralegal for a boutique employment law firm in Studio City, California, where she provides legal and administrative support to attorneys representing plaintiffs in wrongful termination cases. Through her work as a paralegal, she is passionate about advocating for the marginalized and underprivileged. She earned her Bachelor’s Degree in English from Houghton College in New York and her Paralegal Certificate from Mercer County Community College in New Jersey.

L A P A M E M B E R N E W S

Page 37: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 37

L O S A N G E L E S P A R A L E G A L A S S O C I AT I O N - 2 017 B O A R D O F D I R E C T O R S

S E C T I O N S , C O M M I T T E E S & O T H E R L A P A I N F O R M AT I O N

EXECUTIVE COMMITTEEName Title Employer Office # EddressBobby T. Rimas President OneWest Bank 213.952.9914 [email protected] Kubicek Executive V.P. The Walt Disney Company 818.560.4698 [email protected] Wright, ACP V.P. Membership & Policy Dignity Health 626.744.2395 [email protected] Dang V.P. Marketing & Planning Los Angeles District Attorney’s Office 626.500.5361 [email protected] Sturwold, CP Treasurer Taylor Blessey LLP [email protected] Lopez Secretary Acumen Law, LLP 310.999.1763 [email protected]

DIRECTORS AT LARGEName Employer Office # EddressMaria Teresa Bravo Law Offices of Neil Newsom & Assoc. 310.278.7555 [email protected] Delp, ACP Law Offices of Schlossberg & Umholtz [email protected] Koiso, ACP Litchfield Cavo LLP 626.683.1100 [email protected] Sipp Litchfield Cavo LLP 626.683.1100 [email protected] Toghia Lewitt Hackman Law Offices 818.907.3008 [email protected] Walters Ballard, Rosenberg, Golper & Savitt, LLP 818.508.3700 [email protected]

Administrative Manager Tracey Booth 866.626.LAPAAdvertising Tracey Booth 866.626.LAPALAPA Pro Bono Counsel Susan Oder, Esq. [email protected] Section 866.626.LAPABoard Advisor Donna Reznick-Goodich [email protected] & Finance Committee 866.626.LAPACAPA Web Site www.caparalegal.orgCompliance Committee 866.626.LAPACorporate/Real Estate Section 866.626.LAPACorporate Sponsors [email protected]/866.626.LAPADowntown Section Tammi Loveland [email protected] of Reporter [email protected] Law Section 866.626.LAPAGeneral Information 866.626.LAPAHoliday Benefit Gala Committee 866.626.LAPAImmigration Law Section 866.626.LAPAIntellectual Property Section 866.626.LAPALegislative Committee Maria Teresa Bravo [email protected] Section 866.626.LAPAMarketing Committee Jonathan Dang [email protected] Review Committee Donna Reznick-Goodich [email protected] Committee Michelle Tabb, ACP [email protected] Maria Teresa Bravo [email protected] Liaison Terry L. Wright, ACP [email protected] Committee [email protected] & Elections Committee Andrea Mitchell [email protected] Kimberly Bradley, ACPOctober Conference Committee Terry L. Wright, ACP [email protected] Education Section 866.626.LAPAParalegal Certification Committee Michelle Tabb, ACP [email protected] & Estate Planning Section 866.626.LAPAPro Bono Committee Bobby T. Rimas 213.952.9914 Maria Teresa Bravo [email protected] Fernando Valley Section 866.626.LAPASanta Clarita Section 866.626.LAPAScholarship Committee 866.626.LAPA

Schools Liaison 866.626.LAPASouth Bay Section 866.626.LAPASpeakers Bureau Coordinator 866.626.LAPASpring Career Conference Tammi Loveland [email protected] Advisory Committee 866.626.LAPAWebsite Committee Bobby T. Rimas [email protected] Section 866.626.LAPA

Page 38: reporter - Los Angeles Paralegal Association LAPA Reporter.pdf · A Mellow Birthday LAPA’s Litigation Section Seminar Review: ... The Reporter is published monthly by the Los Angeles

VOLUME 45 / ISSUE 07 / JULY 2017 LAPA 38

Los Angeles Paralegal AssociationP.O. Box 71708Los Angeles, CA 90071Telephone (866)626-LAPAFax (866)460-0506