www.lapa.org JANUARY 2015 IN RE VIE W... reporter VOLUME 43 / ISSUE 01 L A PA 2014 H o liday Benefit G ala Review 1 LAPA 2014 Holiday Benefit Gala Review: Casino Night Was a Sure Bet for Entertainment 1 Vice-President’s Message: Please Welcome the New LAPA Board Members for 2015 2 Legislative Update: UPDATE II: Limited License Legal Technicians and the Civil Justice Strategies Task Force 3 MCLE Seminar Preview: A Great Way to Start the New Year: The January 15th LAPA MCLE Seminar 4 Travel Log: The Sillars, Seeking Sooke LAPA MCLE Seminar WestlawNext Legal Research and Beyond Thursday, January 15th at the l.a. law Library downtown L.a. see ad on page 15 register online at www.lapa.org Also In This Issue: Calendar of Events 3 Member News 3 LAPA Career Center Info. 9/13 LAPA Members Only Benefit Ad 12 LAPA Santa Clarita Section CLE Ethics Seminar Flyer 14 LAPA MCLE Seminar Flyer 15 LAPA Microsoft Word TOA/TOC Training Seminar Flyer 16 LAPA Probate/Estate Planning Section Flyer 17 Working Advantage LAPA Member Benefit18 New & Renewing Members 18 LAPA Member Benefit Health Insurance 18 Board of Directors Listings 19 Sections, Committees & Other LAPA Info. 19 LAPA Member Benefit Dental Insurance 19 Casino Night Was a Sure Bet for Entertainment This year’s Holiday Benefit Gala and Casino Night was the perfect party at exactly the right moment and for a good cause. Held on December 3rd, it was a great kick-off for the holidays with its own magical moments for all. The good will started at the door where guests dropped off a mountain of brand new warm winter blankets and thoughtfully packed goody bags (otherwise known as hygiene kits) for distribution by People Assisting the Homeless (“PATH”). We were overwhelmed by the generosity! continued on page 7 VICE-PRESIDENT’S MESSAGE Please Welcome the New LAPA Board Members for 2015 by Donna Reznick-Goodich – LAPA Executive Vice-President As a result of the November 21, 2014 deadline, LAPA’S voting members have elected the following six candidates to the 2015 Board: Maria Teresa Bravo, C. Bogdana Koiso, ACP, Yvonne A. Kubicek, Bobby T. Rimas, Terry L. Wright, ACP, and Ivan Zogovic, CP. Congratulations to all and for the three first-timers on the Board, we would like everyone to learn a little more about them. The following information is excerpted from the candidate statements attached to the November ballot. Starting alphabetically with Yvonne Kubicek and in her own words, “My career has spanned across various types of law offices and legal practices. continued on page 8 LEGISL ATIV E U P DAT E UPDATE II: Limited License Legal Technicians and the Civil Justice Strategies Task Force by Alex Hoch – LAPA 2014 Volunteer of the Year & 2014 Student Member Scholarship Recipient Last month I left you all with a cliffhanger: What form would a limited license legal technician (LLLT) take in California? Well I have good news… The result is in; the Civil Justice Strategies Task Force (CJSTF) proposals have been drafted. The funny thing about the issues that this new classification is meant to tackle is that they are LAPA’S OFFICE HOURS Direct 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. Join LAPA on... & www.lapa.org L APA REP ORTER The Reporter is published monthly by the Los Angeles Paralegal Association. The news and views presented express the authors’ views and not necessarily those of LAPA. Publication of any article or advertisement does not imply endorsement of the opinions, products or services offered. LAPA assumes no responsibility for verifying facts offered by contributing authors or in reprinted articles. Readers should consider information contained in these articles as guidelines to be independently confirmed as to timeliness. ©2015 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 editor@lapa.org. Inquiries about making a submission should be directed to LAPA at info@lapa.org, 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 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. entirely pervasive. They permeate the entire market for legal services and there is no single solution that will eliminate the justice gap in California. This is only echoed by the thousands of pages of documents that Cal Bar was kind enough to overnight me at no charge. Although I still have a massive amount of reading to complete surrounding the individual discussion points that took place in subcommittees, I have managed to abstract the task force transcripts from the hearings where the proposals were finalized. The ‘New Group’ proposal includes a transition from discussion to substantive design on the LLLT issue. For now they suggest a single subject area be used as a pilot program and only be launched in select markets. The decision has not been made on what area of law is initially included in the pilot, but family law, consumer law and landlord-tenant disputes are at the top of the list. Additionally, rather than have years of costly educational requirements that must be met through traditional law schools, they are considering something along the lines of a specialized training program through community colleges, online institutions and other low cost mediums that qualify you to practice in a specific area without having to go through two full years of education, as Washington requires of their version of the LLLT. This, ultimately, was meant to mitigate any costs incurred during the licensing process being passed on to the end consumer. Keep in mind that none of this is final and the task force left the overall educational requirements to sit for a licensing exam in each area to Cal Bar’s Board of Trustees. Furthermore, they have recommended that there be a period of public comment on the meat of this proposal and that Cal Bar interface with the California Supreme Court following that period in order to handle some very heavy issues that are necessary for this to become a reality. For instance, there is substantial concern amongst some members of the task force that there are antitrust issues should Cal Bar oversee the program. That, in and of itself, creates a wide range of issues surrounding the administration of a program such as this. All in all, I have to say that I was fairly impressed with the manner in which the task force approached these issues. There was a thoughtful and balanced exchange during the final hearings that allowed for continued on page 6 VOLUME 43 / ISSUE 01 / JANUARY 2015 LAPA 2 C A L E N D A R OF E V E N T S JANUARY 14 -LAPA Santa Clarita Section Seminar– Contact Emily Lanza at emilyeliza@yahoo.com. 15 -LAPA WestLawNext Legal Research and Beyond Seminar– The L.A. Law Library, Downtown L.A., Featuring Attorney MacKenzie Hunt, 6:30 - 9:00 p.m., Contact Catherine Peck at ceepack@yahoo.com. 29 -LAPA Microsoft Word TOA/TOC Training Seminar– 6:15 - 8:30 p.m., Contact Catherine Peck at ceepack@yahoo.com. MCLE SEMINAR PREVIEW A Great Way to Start the New Year: The January 15th LAPA MCLE Seminar FEBRUARY by Bobby T. Rimas – LAPA Executive Committee Member 10 -LAPA Probate & Estate Seminar– The Olympic Collection, The Los Angeles Paralegal Association will kick off 2015 with one of its first MCLE seminar scheduled for Thursday, January 15th at the L.A. Law Library located in downtown Los Angeles. This seminar, “WestlawNext Legal Research and Beyond,” will cover legal research, public records and investigative research, hosted practice management, and efficient document drafting. Attendees will learn about how to increase efficiency, productivity, and confidence in their research results utilizing WestlawNext to gain a competitive edge, locate hard to find information on businesses and people, opposing counsel, and expert witnesses. This seminar will also cover how to perform global search capabilities, integration with the tools many use most, and quickly ascertain the status of yours and your opponents’ documents. Additionally, attendees will learn about automatic citation-checking and find known propositions of law. The utilization of WestlawNext can give a legal team a competitive edge along with mobile use and iPad applications. West L.A., 2015 California Legislative Roundup: A Review of Laws Affecting Estate Planning, Probate and Conservatorships, Featuring James R. Birnberg, Esq., Contact Michelle Tabb at mdtdorsey@aol.com. L APA NEWS 2015 LAPA Officers Elected The December LAPA Board Meeting was attended by the 2014 Board Members, several newly elected Board members for 2015, and Nominations and Elections Co-Chair, Kimberly Bradley, ACP. After the official announcement of the 2015 Board elections, Ms. Bradley kindly officiated at the 2015 Officer elections for the positions of Executive VicePresident, Donna Reznick-Goodich; Vice President of Membership and Policy, Michelle Tabb; Vice President of Marketing and Planning, Bobby Rimas and the NALA Liaison, Kai Ellis. Additional elections for officers will be held at the annual retreat on January 10, 2015 to fill vacant seats. LAPA’s New Year’s Resolutions for 2015 1.Update the LAPA website making it more interactive and user friendly. 2.Launch a membership drive for all classes of Membership. 3.Fill open Committee positions for “empty” Chairs and a minimum number of members. 4.Expand the use of social networks for enhancing LAPA’s media profile. 5.Provide MCLE content for all levels of career experience. 6.Find a permanent editor for the LAPA Reporter! G As many of us know, expert witnesses can make or break a trial. A thorough search can tell you and your law firm if an expert witness has prior experience testifying in front of a jury and if their expertise has been key to successes at trials or has been discredited. More often than not, opposing counsel may consider settling a case out of court when they find out that a respectable expert witness has been hired to testify on behalf of your law firms’ client. That said, researching and identifying your key expert witness can be crucial. Many would like to settle their cases out of court to avoid additional costs due to lengthy trials that can drag on for years. But before your law firm goes to trial, many would like to be prepared for a particular judge. This seminar can show you how continued on page 6 VOLUME 43 / ISSUE 01 / JANUARY 2015 LAPA 3 TR AVEL LO G For your reading pleasure, a regularly recurring column on the fun of travel. The Sillars, Seeking Sooke by Elisabeth Patmore Sillars There are almost 100 named islands which are part of Washington State, not all of which are occupied; I don’t know how many of them are located in the Strait of Juan de Fuca, north of the Olympic Peninsula. Probably most of them. Looking on the map, it’s slightly complicated by the fact that there are also some small Canadian islands in the Strait. However, when Paul and I finally left the Peninsula in June 2011, our destination wasn’t any of those. It was Vancouver Island, the 800-lb. gorilla in the room. With our passports current, I couldn’t imagine being so close and not going home for a short visit. Especially when we’re that close to either the city of Vancouver, where I was born, or Vancouver Island, where I spent more than half my childhood. Now, just because we were on Canadian soil rather than “Amurrican,” as LBJ used to pronounce it, didn’t mean that we did any better at going everywhere and/or doing everything on our itinerary. For example, by the time we were approaching the municipality of Sooke and where we were staying on the lower southwest coast of the Island, looking back towards the Olympic Peninsula, it was already approximately 3pm -- and there were nine proposed shopping locations on our list! In fact, we didn’t do too badly, making about half of those stops, including the Tugwell Creek Honey Farm (didn’t care for the mead, but the honey was a treat). SOLUTIONS FOR YOUR PRACTICE Parasec offers a variety of legal-industry services designed to assist you with a variety of needs, including: • Entity Formations, Research & Retrieval • Intellectual Property • UCC Filings, Searches & Monitoring • Independent Director Services • Business License Services • Registered Agent Services • Annual Report Management • Real Property Research & Filing Discover how Parasec can help make your job easier, contact us today! 800.533.7272 • parasec@parasec.com Global Document Filing & Retrieval There was a practical excuse for some of it: we had a full kitchen at our disposal for three days, and the last thing we wanted to do on the first night was dine out. My research had turned up two bakeries, a fresh seafood vendor, a butcher, and a source for the local cider. As it was, we stopped at none of those, and did most of our shopping at the local food market instead without any apparent loss of quality. The pattern continued next day. By the time we’d had breakfast and cleaned up, I was anxious to get in the car and head north up the southwest coast of the Island. The local lighthouse and beaches on the itinerary were the first casualties of the day, requiring continued on page 5 Visit us at www.parasec.com to learn more about our services! VOLUME 43 / ISSUE 01 / JANUARY 2015 LAPA 4 T R A V E L L O G - continued from page 4 more time for proper investigation than our morning would still allow. Tides were the problem at the Botanical Beach in tiny Port Renfrew (you need low tide to explore tide pools, eh?), and the two supertall evergreens supposedly located somewhere near the road (the “world’s tallest standing fir” and the “San Juan Sitka spruce”) were sufficiently well hidden that we didn’t know how long it would take to find them…. The primary plan for the day was to take the Pacific Marine Circle Route and cross the Island along the south shore of Lake Cowichan in the morning, using former logging roads that are now paved for us wimps, before making a loop south and west to return to Sooke. I’d never made that drive before. It’s only become possible in recent years, and although the remnants of all the clear-cut logging make for fairly depressing scenery (thanks again, MacBlo), we did find it an interesting trip. Remarkably, our timing was perfect for the late lunch reservations I’d made at Steeples Bar & Grill in nearby Shawnigan Lake, a “village” (so says Wikipedia) on the other well known lake in the area. Not brilliant, though lunch may not be their forte. Hot Tip for Foodies: we were told by our waiter at this restaurant that it was against the law in Canada at that time for them to serve even “medium rare” ground beef, let alone “rare,” and I believe it’s still illegal to do so. So be warned! It’s my understanding that some secret violators can be found through indepth research and planning, but one should likely be prepared for disappointment. Further, I’d argue that unless you like your burgers “well done,” you may as well order something else entirely (ground poultry isn’t included, or are steaks and other unground cuts of beef, or fish – ground or not – and I’m unclear about ground lamb and pork, etc.). We hadn’t heard of the law before, so the whole thing came as quite a shock to us. Amazingly, our day’s journey actually followed our itinerary from this point on. After a side trip to enjoy the views from high up on Malahat mountain, just off Trans-Canada Highway 1 and close to where I lived for several years (until our house burned down, which is another story altogether), we visited two Sooke art galleries on the way back to our lodgings on Orveas Bay, and made it to the unusual Point-nocontinued on page 6 UCLA’s PARALEGAL TRAINING • ABA-approved • 5- and 11-month program options • Taught by judges, attorneys, paralegals, and other legal professionals • Financial aid available • In 2 locations — Westwood and Downtown LA Details at uclaextension.edu/LAPA or call (310) 825-0741. Paralegals may not provide legal services directly to the public, except as permitted by law. 15764-14 VOLUME 43 / ISSUE 01 / JANUARY 2015 LAPA 5 LEGISL ATIV E U P DAT E- continued from page 2 additional development of the recommendations made by each of the subcommittees. Ultimately, the task force decided to take a fairly conservative approach to the creation of a LLLT in California due to the fact that Washington’s version of the LLLT had only recently been implemented and there was little hard data upon which they could base their recommendations. That being said, at no point did the task force dismiss the idea of an LLLT and they expressly stated their support for the creation of such a profession during the final hearings. All of this seems to be sound judgment, yet I think it is necessary for us to weigh in as often as possible in order to ensure that the exploratory period isn’t unnecessarily protracted. Although there was not any definitive step taken during this process it is important to note that President Rodriguez, the first public defender to be elected President of the State Bar, has previously expressed his support of the LLLT as the chair of the work group which resulted in the creation of the CJSTF. Furthermore, he concluded the final hearing of the CJSTF with a quote which provides me with a measure of patience in the development of this specific program. As Justice Lewis Powell, Jr. said, T R A V E L L O G - continued from page 5 Point Resort, which we had passed on the morning portion of our drive, in time for a wonderful sunset dinner there. The Resort has been around since 1952, and the Soderbergs, its current owners, have so far expanded the Resort’s lodging options to 25 unique, handsomely appointed cabins with kitchen facilities set at varying heights overlooking the Juan de Fuca Strait, and several trails leading down to the shore. I’ve never stayed overnight, but I’ve been curious about the Resort since I first happened upon it back in 1973, around the time the Soderbergs took over. In fact, the first photographs I ever made that interested me were taken on steps at the Resort descending to the Pacific Ocean. We had one more day in the Sooke area, which included a few rather special experiences (to become fodder for my next article), and several more days afterwards which we spent “up-Island.” Naturally, all of this resulted in a somewhat humorous hit-ormiss adherence to the vaunted itinerary! G “Equal justice under the law is not merely a caption on the facade of the Supreme Court building. It is, perhaps, the most inspiring ideal of our society. It is one of the ends for which our entire legal system exists. It is a fundamental that justice should be the same in substance and availability without regard to economic status.” It may take time but, if that is truly the sentiment driving today’s Bar, I can wait… Alex Hoch, LAPA’s 2014 Volunteer of the Year and 2014 Student Member Scholarship Recipient, is in possession of a BA in Government from Sacramento State University where he interned with the Schwarzenegger Administration’s Communications Department. Alex recently completed a certificated paralegal studies program at West Los Angeles College and is the sitting Vice President of the Student Senate for California Community Colleges, Region VII. If you would like any additional information or complete copies of the hearing transcripts please feel free to contact Alex Hoch via email at afh916@gmail.com. G M C L E S E M I N A R P R E V I E W - cont. from page 3 to obtain information about judges that will preside over certain trials. You can learn how to search and locate relevant opinions that were issued by the judges. These types of searches can also locate many oral arguments that can possibly assist your legal team. The speaker for this seminar, MacKenzie Hunt, graduated from UCLA School of Law in 2007. She recently came out of private practice, where she was a litigation associate at an AmLaw 50 firm for 6 years. There she represented a broad range of clients, from individuals to Fortune 500 companies like Chevron, BP and Chartis, in a wide variety of contract, franchise, bankruptcy and other general business disputes. She now works with small to mid-sized law firms helping attorneys, paralegals and legal assistants maximize their research and workflow efficiency. Several LAPA events in 2014 have sold-out, so in the event that you are interested in registering for this event – a word to the wise – the sooner, the better! Registration for this MCLE seminar is available now via LAPA’s website, www.lapa.org. Mr. Bobby T. Rimas is a Paralegal at OneWest Bank where he assists its Corporate Legal Department with intellectual property law, employment law, and immigration law matters. Mr. Rimas is currently an Executive Committee Member of the Los Angeles Paralegal Association, served as the 2014 LAPA October Conference Chair, and LAPA President from 2011 through 2013. He is also an Adjunct Asst. Professor at West Los Angeles College, Paralegal Studies Program and an Adjunct Associate Professor at California State University, Los Angeles, College of Professional and Global Education. He co-presented NALA’s Intellectual Property Law Institute at NALA’s July 2014 Convention in Charleston, South Carolina. Mr. Rimas also serves as Scholarship 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 UCLA and his Paralegal Certificate from the UCLA Extension Attorney Asst. Training Program. He can be reached at Bobby.Rimas@alumni.UCLA.edu. G VOLUME 43 / ISSUE 01 / JANUARY 2015 LAPA 6 L A PA 2014 H o liday Benefit G ala Review- continued from page 1 Special thanks to the organizations that sponsored gaming tables: Blackjack - Legal Secretaries Association and Parasec, Roulette - J Hill Staffing, Poker - Jones McClure Publishing, and Craps – Live Depositions.com. And we can’t forget Harbor Litigation’s support as well. And thanks to the various parties that donated items for the raffles and silent auction. The funds donated to PATH helped them celebrate their 30th birthday as a non-profit which they named “Making it Home. “ Donations provide high quality support services like housing assistance, free medical clinics, employment assistance, substance abuse counseling, mental health care, and assistance with public benefits. It’s not too late to make a donation. Contact Tammi Loveland at HBG@lapa.org. Let’s start 2015 with the spirit of giving. G Mark Your Calendars and Save the Date: Thursday, January 15, 2015 6:30 p.m. The charity was the choice of the Chair of this event, Tamara “Tammi” Loveland, who, anticipating the cold weather to come and observing the downtown homeless, wanted to do something worthwhile. Tammi brought her Christmas spirit into the party and it touched us all. Seasons 52, in the Century City Mall, was the site of a successful mixer earlier in the year, then the perfect venue for this event. The party room was a spacious rectangle lined with gaming tables and ended with an outdoor space for those that needed the occasional breaks. The evening was punctuated by joyful shouts as winners “hit” small and big at the games. Legal Research Seminar presented by Westlaw at the Los Angeles Law Library 301 West 1st Street Los Angeles, California 90012 Enjoy a 3 course Italian dinner that will be served before the seminar! Check the LAPA website, www.lapa.org, as registration for this event will be available soon! Any questions, please contact LAPA at info@lapa.org. Be sure to check www.LAPA.org for upcoming and new events! VOLUME 43 / ISSUE 01 / JANUARY 2015 LAPA 7 V I C E - P R E S I D E N T ’ S M E S S A G E - continued from page 1 I began my adventure as a paralegal with the Los Angeles District Attorney’s Office, specifically with the Major Crimes Division where I assisted Deputy District Attorneys with high profile and high publicity cases. I then jumped over to private law firms, working on white collar crime and complex civil litigation matters at Kirkland & Ellis LLP, Howrey LLP and Ogletree Deakins. Currently, I am a paralegal manager for The Walt Disney Company in the Corporate Legal, Litigation Department. I supervise paralegals in both the Burbank, California and New York offices. In addition, I am a member of the Disney Paralegal Development Committee where I work with other paralegals throughout the company in providing continuing legal education opportunities as well as learning and development enrichment. Finally, I am the current director of Women in e-Discovery for the Los Angeles chapter. I believe my legal background and commitment to supporting the paralegal profession would be beneficial as a Board Director for LAPA.” Terry Wright has added to the Board’s number of NALA certified paralegals. She describes her career thus far, “I earned my Bachelors of Science degree with honors in Business Management from The University of Phoenix, Inc.; my paralegal certificate from California State University, Bakersfield; and attained a paralegal certification and an advanced certification in contracts administration/contracts management from NALA. I have had the opportunity to serve in plaintiff and defense law firms, providing assistance in areas of workers’ compensation, civil litigation, medical malpractice, insurance defense, and employment law. I am currently employed by Dignity Health (over 16 years of service) as a Senior Corporate Paralegal, working under the supervision of Senior Counsel and reporting to VP & Associate General Counsel, Operations. I assist in supporting 15 southern California hospitals and clinical affiliates in negotiating and drafting contracts relating to supplemental staffing, laboratory services, transport, education affiliations, and other service agreements to meet operational needs; provide back-up with physician contracts and contract administrative responsibilities; and provide services at the system level in efforts to promote efficiency and cost effectiveness. I served as Chairperson of Dignity Health’s Employee Activity Committee for approximately five years, spearheading multiple employee events and fundraising activities. I am the proud recipient of Dignity Health’s Values in Action Award, demonstrating the core values in my everyday life. I continue to collaborate and participate in local philanthropy events such as Northridge Hospital Medical Center’s annual Victim for Violence 5K run, American Diabetes Association’s Step Out Walk, and support a community shelter.” Ivan Zogovic rounds out the new group and he, too, is a NALA certified paralegal. “I joined LAPA in 2012, during my studies at UCLA Extension’s Paralegal Training Program. It was a matter of professional pride to belong to my professional association, but the main draw was LAPA’s long and ongoing quest for professional excellence, and its dedication to continuous professional and personal improvement, something that I cherish the most. Since I believe that we, the members of LAPA, have responsibility to lead by example, I try to do my part by volunteering as an instructor for our CLA/CP Exam Review Course since November of 2013, and by mentoring new and less experienced paralegals, and students. These shared values are best confirmed by my academic and work history: before earning my Certificate in Paralegal Studies, I received a Bachelor of Laws degree from the University of Belgrade, Serbia; most recently, I earned a Certified Paralegal designation from NALA, a Certification in eDiscovery from OLP, and a Certificate in Litigation Support from DTI/LitWorks. I am currently employed at Parsons Corporate Legal department, volunteered with the Public Counsel Law Center and ACLU, and held a litigation support assignment before the International Tribunal in The Hague.” Maria Teresa Bravo, Bogdana Koiso and Bobby Rimas are likely to be familiar to you all as they have been past Board members and all active in the organization in past years. But in fairness to them and to all their hard work, here are excerpts from their candidate statements as well. Maria Teresa Bravo “received a Bachelor of Law Degree from the University of San Marcos, Lima, Peru. I worked as a legal secretary in the personal injury field for 15 years until I received continued on page 10 VOLUME 43 / ISSUE 01 / JANUARY 2015 LAPA 8 • • • • • • • VOLUME 43 / ISSUE 01 / JANUARY 2015 LAPA 9 V I C E - P R E S I D E N T ’ S M E S S A G E - continued from page 8 a Paralegal Certificate from UCLA. As a paralegal, I worked for about ten years handling worker’s compensation cases in the same law firm in Beverly. The medical background that I acquired while working in the personal injury field and my knowledge of Spanish were very helpful. I still work for the same law firm, Neil C. Newson & Associates, but in personal injury litigation, medical malpractice and dissolution cases. I am certified as a SpanishEnglish translator and interpreter. In July, 2007 I received a Bachelor Degree in Paralegal Studies from National University. If I am elected to serve as Director for the 2015-2016 term, I would like to continue serving as Co-Chair of the Pro-Bono Committee as I am interested in being able to give back to the community what I have learned as a paralegal. In that capacity, I will continue working with agencies that provide legal aid and services to economically and socially disadvantaged persons. I would also like to continue as Co-Chair of the Legislative Committee as I am particularly interested in the functions, scope; exclusions, voluntary certifications of Paralegals, and in reviewing United State Supreme Court decisions, and State and Federal cases that may have an impact on Paralegals. I am also in the Board of the Beverly Hills-Century City Legal Secretaries (BH/ CCLSA), and a member of the National Association of Parliamentarians (NAP).” And of course, Bobby Rimas, “a certificated paralegal specializing in intellectual property, employment, and immigration matters for a bank in Pasadena, California. Recently, Bobby chaired the 2014 LAPA October Conference Committee and was responsible for making this year’s annual educational conference a sold-out success. He also serves LAPA in the capacities of Board Advisor and Pro Bono & Community Services Chair and served as LAPA’s President from 2011 through 2013. Bobby is an Adjunct Asst. Professor at West Los Angeles College where he teaches within their Paralegal Studies Program. In July 2014, he copresented an Intellectual Property Law Institute at NALA’s 39th Annual Convention in Charleston, South Carolina. Bobby received his Bachelor of Arts Degree in History from UCLA and his Paralegal Certificate in Litigation/Corporations from the UCLA Extension Attorney Assistant Training Program. If elected, Bobby plans to utilize his experience to increase LAPA membership and further build on LAPA’s accomplishments.” With this much talent and commitment, the 2015 Board will undoubtedly be doing amazing work. You can read about the Board’s plan in another article that can be found in this edition of the Reporter, “The LAPA Board Wishlist for 2015.” G Bogdana Koiso “is currently a paralegal with Litchfield Cavo LLP, a national law firm specializing in litigation defense. Ms. Koiso has over four years of experience as a paralegal supporting litigation in Federal, State and Arbitration courts, holds a Paralegal Certificate from the UCLA Extension Paralegal Training Program. She earned an Advanced Certified Paralegal certification in Discovery from the National Association of Legal Assistants-Paralegals (NALA) and is currently in the process of earning a second Advanced Certified Paralegal certification in Trial Practice. As a current Board Director, C. Bogdana Koiso has held the position of Treasurer, is an instructor for LAPA’s CLA/CP Review Course and is a LAPA’s October Conference Committee member. C. Bogdana Koiso is an avid learner who thinks that education is the steppingstone for paralegals.” VOLUME 43 / ISSUE 01 / JANUARY 2015 LAPA 10 VOLUME 43 / ISSUE 01 / JANUARY 2015 LAPA 11 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, 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 cost-effective 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. VOLUME 43 / ISSUE 01 / JANUARY 2015 LAPA 12 JHill’s Staffing Services takes a unique approach to recruiting. We believe recruiting is about creating strategic partnerships that allow for long-‐term relationships. We take the time to get to know each client and candidate so that we can effectively make a match that lasts. We specialize in supporting law firms and Fortune 500 companies with filling their direct hire and temporary positions. JHill’s Staffing Services 11400 W. Olympic Blvd. # 200 Los Angeles, CA 90064 310.914.0140 www.jhccs.com VOLUME 43 / ISSUE 01 / JANUARY 2015 LAPA 13 TO ATTORNEYS, PARALEGALS and OTHER LEGAL PROFESSIONALS The Los Angeles Paralegal Association’s Santa Clarita Section Presents 1.0 CLE Ethics By: Dana M. Nasser, Esq. LAPA is a State Bar Of California approved MCLE provider and certifies this seminar is approved for 1.0 hour of MCLE Credit The seminar will cover the ethical issues surrounding attorney and paralegal advertising. The presentation will specifically focus on internet use and ethical issues specifically relating to internet marketing. Some of the key points to be covered are: jurisdictional issues, developing the attorney client-privilege and the prohibition against solicitation. Dana Nasser, Esq. is an associate professor at College of the Canyons and Santa Monica College. As well as an adjunct professor at Los Angeles Pierce College and Los Angeles Valley College. She teaches legal ethics and business law. Ms. Nasser initiated College of the Canyon's online business law program. She was nominated for outstanding instructor of the year by the International Students Association at Santa Monica college. Prior to becoming a college professor, she practiced civil litigation January 14, 2015 El Torito – Cantina Auténtica 27510 The Old Rd Valencia, CA 91355 Registration: $30 for LAPA Members (if registered by January, 5 2015) $30 for students (students must show a current student ID) $35 for All Others and Late Registration No refunds or cancellations 6:00 to 6:30 p.m. – Registration/Networking 6:30 to 6:45 p.m. – Announcements/Introduction 6:45 to 7:45 p.m. – MCLE Presentation To attend the January 14, 2015 Ethics MCLE seminar, please complete below and mail with your check or credit card information to LAPA, P.O. Box 71708, Los Angeles, CA 90071; OR register online at www.lapa.org. For registration questions, contact the LAPA Administrator (admin@lapa.org or 866-626-LAPA). For additional information, contact Emily Lanza (emilyeliza24@yahoo.com). Name: ___________________________________ Firm:_____________________________________ Address: _____________________________________________________________________________ Telephone: ________________________________ Email:____________________________________ Amount enclosed/to be charged:$______________ Credit Card No.:____________________________ Expiration Date: ____________________________ Visa:___ MasterCard:____ American Express:___ LAPA Member: Yes:____ No:____. To join LAPA today and attend this meeting and subsequent meetings at LAPA Member rates, please enclose an additional check for one year’s dues and indicate the membership category: Voting Member $77.00:____ Associate Member $77.00:____ Student Member $62.00:____ Benefactor Member $202:____ VOLUME 43 / ISSUE 01 / JANUARY 2015 LAPA 14 TO ALL ATTORNEYS, PARALEGALS & LEGAL PROFESSIONALS The Los Angeles Paralegal Association Presents: WestlawNext Legal Research and Beyond Presented by Attorney MacKenzie Hunt This seminar will cover legal research, public records and investigative research, hosted practice management, and efficient document drafting. You will learn how to increase efficiency, productivity, and confidence in your research results utilizing WestlawNext to gain a competitive edge, locate hard to find information on businesses and people, opposing counsel, and expert witnesses. This seminar will also cover how to perform global search capabilities, integration with the tools you use most, and quickly ascertain the status of yours and your opponents’ documents. Additionally, attendees will learn about automatic citationchecking and more. Speaker MacKenzie Hunt graduated from UCLA School of Law in 2007. She recently came out of private practice, where she was a litigation associate at an AmLaw 50 firm for 6 years. There she represented a broad range of clients, from individuals to Fortune 500 companies like Chevron, BP and Chartis, in a wide variety of contract, franchise, bankruptcy and other general business disputes. She now works with small to mid-sized law firms helping attorneys, paralegals and legal assistants maximize their research and workflow efficiency. LAPA is a State Bar of California approved MCLE provider and certifies that this seminar is approved for 1.5 hours of credit. Thursday, January 15, 2015 LA Law Library 301 West 1 Street, Los Angeles, California 90012 6:30-7:30 pm: Check-in and 3 course Italian Dinner 7:30 to 9:00 pm: Presentation st $35 registration fee for LAPA members (if registered by January 12, 2015) $30 registration fee for LAPA student members (if registered by January 12, 2015) $40 for non-members and late registration For registration information, please call: 1-866-626-LAPA. For all other questions, please e-mail Catherine Peck at ceepack@yahoo.com. Register 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 available at 108 North Hill Street on the corner of 1st Street and Hill Street for $10. Handouts will be available via Hightail. No refunds or cancellations. 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 $77 __ Associate Member $77 __ Student Member $62 __ Benefactor Member $202 __ VOLUME 43 / ISSUE 01 / JANUARY 2015 LAPA 15 TO ALL ATTORNEYS, PARALEGALS & LEGAL PROFESSIONALS The Los Angeles Paralegal Association Presents: MS Word Styles, TOC and TOA Tips & Tricks Seminar Presented by Diana Baker of Afinety, Inc. What every legal professional should know! Learn how to format a pleading using Heading Styles and Multilevel Numbering and automatically generate a Table of Contents. We will also cover how to properly mark citations and generate a Table of Authorities, including revising the “selected text,” choosing the proper category, creating proper short citations, and correcting the most commonly made mistakes. Your instructor will be using MS Word 2010 but this information is translatable to Word 2007 and 2013. Prior to joining Afinety, Diana worked in the legal field for 20 years - 13 years as a litigation secretary and seven years as an Office Administrator. During her time as an Office Administrator, she was a member of the Association of Legal Administrators and served on the Extended Board for the Orange County Chapter. Diana also worked as the Director of Business Development & Training at a well-known legal staffing company for 13 years where she created several added-value services, the most popular of which was the MS Word "Tips & Tricks" series. She is pleased to be part of the Afinety team and has developed new and exciting webinar programs. Diana has also stepped into the role of a programmer of Afinety's macro packages. Thursday, January 29, 2015 National University 5245 Pacific Concourse Dr., Room 301, Los Angeles, California 90045 6:15 to 7:00 pm: Check-in and Dinner 7:00 to 8:30 pm: Presentation $30 registration fee for LAPA members (if registered by January 27, 2015) $25 registration fee for LAPA student members (if registered by January 27, 2015) $40 for non-members and late registration For registration information, please call: 1-866-626-LAPA. For all other questions, please e-mail Catherine Peck at ceepack@yahoo.com. 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 Free parking behind the building after 6:00 p.m. / Free Wifi No refunds or cancellations. 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 $77 __ Associate Member $77 __ Student Member $62 __ Benefactor Member $202 __ VOLUME 43 / ISSUE 01 / JANUARY 2015 LAPA 16 TO ALL ATTORNEYS, PARALEGALS & LEGAL PROFESSIONALS 2014 California Legislative Roundup: A Review of Laws Affecting Estate Planning, Probate and Conservatorships Featuring James R. Birnberg, Esq. Mr. Birnberg will present his popular annual legislative update. Mr. Birmberg will discuss new California legislation and its effects on estate planning, trusts, probate, conservatorship and guardianship proceedings. He will also give his predictions for the year 2015 and his recap of 2014. James Birnberg, Esq. Mr. Birnberg is a partner of the firm of Oldman, Cooley, Sallus, Gold, Birnberg & Coleman, LLP, in Encino, California. Mr. Birnberg received his undergraduate degree from Pomona College, a Master of Arts degree from Stanford University and his law degree from the University of California, Berkeley. Mr. Birnberg has been an active member in the California State Bar, the Los Angeles County Bar and the Beverly Hills Bar, having been the member of Trusts and Estates Executive Committees for each in charge of state legislative matters. He is also a member of the Probate and Mental Health Advisory Committee to the State Judicial Council, where he is the legislative chair. Mr. Birnberg has received awards for service from the California State Bar Taxation Section (V. Judson Klein Honorary Award, 1986), the Los Angeles County Bar Estates and Trusts Section (Arthur K. Marshall Award, 2000) and the Beverly Hills Bar Estates and Trusts Section (Timothy A. Whitehouse Award, 2008). He is a member of the American College of Trust and Estate Counsel and has been selected as a Super Lawyer for each of the past several years. Mr. Birnberg is a frequent lecturer on legislative developments and estate, gift and inheritance taxation. He has prepared legislative update materials for the California State Bar, local bars and other groups for the past 20 years, has written articles for the U.S.C. Institute on Taxation, the U.S.C. Probate Institute, and has written a chapter on estate taxes for the California Continuing Education of the Bar Estate Planning text. LAPA is a State Bar of California approved MCLE provider and certifies that this seminar is approved for 1.0 hours of credit. Tuesday, February 10, 2015 The Olympic Collection 11301 Olympic Boulevard, Los Angeles, California 90064 6:00-7:30 PM: Registration and Dinner 7:30 to 8:30 pm: Presentation $47 registration fee for LAPA members (if registered by February 3, 2015) $62 non-members and late registration For registration information, please call 1-866-626-LAPA. To register by mail, please make checks payable to “LAPA” and mail to: Probate/Estate Planning Section, Post Office Box 71708, Los Angeles, California 90071 No refunds or cancellations. 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 $77 __ Associate Member $77 __ Student Member $62 __ Benefactor Member $202 __ VOLUME 43 / ISSUE 01 / JANUARY 2015 LAPA 17 WELC OME NE W & RENE WING L APA MEMBERS The 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 info@lapa.org. VOTING Lois J. Broussard Sharon M. Coryell Wendy B. Gelzer Donna Kleinman Kristin Manning Sharon Marlin Madlen Monet Renee Morgan-Hampton Mila Perelman Independent Legal Assistant Goodson & Wachtel & Petrulis APC Quinn Emanuel Unocal Corporation Greenberg & Bass LLP Kane, Ballmer & Berkman Reifman & Altman (626) 676-3210 (310) 391-9401 (310) 208-8282 (310) 836-5310 (310) 622-1000 (310) 702-7748 (818) 382-6200 (213) 452-0114 (310) 477-1200 (805) 807-8123 A ss o ciate Tyler Crowley STUDENT Timothy Aaron Rachael H Biernat Keri Ann Blanco Fernando Enrique Garcia Mohammed Ali Hussain Heather Neidenbach Kate Nichols Christopher Allen Stephens Rosa Maria Vaquera-Martinez (818) 400-8919 (626) 383-0646 (626) 975-5531 (323) 807-9610 (847) 363-6372 (805) 807-9449 (818) 434-4665 (626) 221-9956 (818) 421-9589 B E N E FA C T O R Bryan Hance National University (310) 662-2115 VOLUME 43 / ISSUE 01 / JANUARY 2015 LAPA 18 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 A T I O N - 2 0 1 3 B O A R D OF D I R E C T O R S EXECUTIVE COMMITTEE Name Donna Reznick-Goodich Michelle Tabb, ACP Bobby T. Rimas Kai Ellis, ACP Title Executive V.P. V.P. Membership & Policy V.P. Marketing & Planning NALA Liasion DIRECTORS AT LARGE Name Maria Teresa Bravo Bogdana Koiso, CP Yvonne Kubicek Tammi Loveland Catherine Peck Tony Sipp Terry Wright Ivan Zogovic Employer Alston & Bird United States Attorney’s Office OneWest Bank Barbanel & Treuer, P.C. Office # 213.576.1002 213.894.2060 213.952.9914 310.282.8088 Eddress donna.reznick-goodich@alston.com michelle.tabb@usdoj.gov bobby_rimas@hotmail.com kellis@btlawla.com Employer Law Offices of Neil Newsom & Assoc. Litchfield Cavo LLP The Walt Disney Company Burke, Williams & Sorensen, LLP Litchfield Cavo LLP Dignity Health Office # 310.278.7555 818.560.4698 626.683.1100 626.744.2395 310.259.7703 Eddress mtbravo@ix.netcom.com bogdanakoiso@hotmail.com ykubicek1967@gmail.com tloveland@hotmail.com ceepack@yahoo.com takeasipp@yahoo.com terry.wright@dignityhealth.org zogovic.ivan@gmail.com 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 FO R M A T I O N Administrative Manager Tracey Booth 866.626.LAPA Advertising Tracey Booth 866.626.LAPA Advisory Board Members Susan Oder, Esq. advisorymember@lapa.org Bobby T. Rimas advisorymember@lapa.org Bankruptcy Section Wayne Kiser vbas@virtualbankruptcyattorneyservices.com Mryna Richardson mrrvaa@pacbell.net Budget & Finance Committee Patricia Leedom ppleedom@aol.com CAPA Web Site www.caparalegal.org Compliance Committee 866.626.LAPA Corporate/Real Estate Section Terry Riggins okinawa62@sbcglobal.net Corporate Sponsors info@lapa.org/866.626.LAPA Downtown Section Tammi Loveland tloveland@hotmail.com Editor of Reporter editor@lapa.org Family Law Section Sharon Fluxman sharonfluxman@yahoo.com General Information 866.626.LAPA Holiday Benefit Gala Committee Tammi Loveland tloveland@hotmail.com Immigration Law Section 866.626.LAPA Intellectual Property Section 866.626.LAPA Legislative Committee Maria Teresa Bravo maria.bravo3@gmail.com Thomas Horlick thorlick@lasuperiorcourt.org Litigation Section 866.626.LAPA Marketing Committee 866.626.LAPA MCLE Review Committee Donna Reznick-Goodich donna.reznick-goodich@alston.com Membership Committee Michelle Tabb, ACP michelle.tabb@usdoj.gov NALA Liaison Kari S. Wenger kariwenger@hotmail.com Newsletter Committee editor@lapa.org Nominations & Elections Committee Andrea Mitchell am@hjth.com Kimberly Bradley, ACP October Conference Committee Bobby T. Rimas 213.952.9914 Online Education Section Tammi Loveland onlineedu@lapa.org PCC/CLA/ACP Committee Michelle Tabb, ACP michelle.tabb@usdoj.gov Kari S. Wenger kariwenger@hotmail.com Probate & Estate Planning Section Shirley Potashspotashprobatesvc@gmail.com Pro Bono Committee Bobby T. Rimas 213.952.9914 San Fernando Valley Section Emily Lanza emilyeliza24@yahoo.com David Faulkner davidpaulfaulkner@gmail.com Santa Clarita Section Emily Lanza emilyeliza24@yahoo.com Scholarship Committee 866.626.LAPA Schools Liaison South Bay Section Speakers Bureau Coordinator Spring Career Conference Student Advisory Committee Website Committee Westside Section 866.626.LAPA 866.626.LAPA 866.626.LAPA info@lapa.org/866.626.LAPA 866.626.LAPA Bobby T. Rimas bobby.rimas@alumni.ucla.edu Catherine Peck ceepack@yahoo.com VOLUME 43 / ISSUE 01 / JANUARY 2015 LAPA 19 Los Angeles Paralegal Association P.O. Box 71708 Los Angeles, CA 90071 Telephone (866)626-LAPA Fax (866)460-0506 VOLUME 43 / ISSUE 01 / JANUARY 2015 LAPA 20
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