New York Bridge the Gap
Total Page:16
File Type:pdf, Size:1020Kb
NEW YORK BRIDGE THE GAP DAY ONE AND TWO Prepared in connection with a Continuing Legal Education course presented NSTITUTE at New York County Lawyers’ Association, 14 Vesey Street, New York, NY th th I scheduled for July 12 and July 19 , 2013 Program Faculty: Natalie Sulimani, Sulimani & Nahoum, PC; Eric Engelhardt, CPA, CFP; CLE Marisa Floriani, Thomson Reuters; Jon Pressment, Haynes and Boone, LLP; Richard Grayson, Law Offices of Richard E. Grayson; Vincent Martorana, Reed Smith LLP; Beth Shapiro, Shapiro, Beilly & Aronowitz, LLP; David Pikus, Bressler, Amery & Ross, P.C.; Danny Mizrahi, Contango IT NYCLA This course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 16 Transitional and Non-Transitional credit hours; 6 Skills; 7 Professional Practice; 3 Ethics. This program has been approved by the Board of Continuing Legal education of the Supreme Court of New Jersey for 16 hours of total CLE credits. Of these, 3 qualify as hours of credit for ethics/professionalism, and 0 qualify as hours of credit toward certification in civil trial law, criminal law, workers compensation law and/or matrimonial law. ACCREDITED PROVIDER STATUS: NYCLA’s CLE Institute is currently certified as an Accredited Provider of continuing legal education in the States of New York and New Jersey. Information Regarding CLE Credits and Certification New York Bridge the Gap th th July 12 and 19 , 2013; 9:00 AM to 4:30 PM The New York State CLE Board Regulations require all accredited CLE providers to provide documentation that CLE course attendees are, in fact, present during the course. Please review the following NYCLA rules for MCLE credit allocation and certificate distribution. i. You must sign-in and note the time of arrival to receive your course materials and receive MCLE credit. The time will be verified by the Program Assistant. ii. You will receive your MCLE certificate as you exit the room at the end of the course. The certificates will bear your name and will be arranged in alphabetical order on the tables directly outside the auditorium. iii. If you arrive after the course has begun, you must sign-in and note the time of your arrival. The time will be verified by the Program Assistant. If it has been determined that you will still receive educational value by attending a portion of the program, you will receive a pro-rated CLE certificate. iv. Please note: We can only certify MCLE credit for the actual time you are in attendance. If you leave before the end of the course, you must sign-out and enter the time you are leaving. The time will be verified by the Program Assistant. Again, if it has been determined that you received educational value from attending a portion of the program, your CLE credits will be pro-rated and the certificate will be mailed to you within one week. v. If you leave early and do not sign out, we will assume that you left at the midpoint of the course. If it has been determined that you received educational value from the portion of the program you attended, we will pro-rate the credits accordingly, unless you can provide verification of course completion. Your certificate will be mailed to you within one week. Thank you for choosing NYCLA as your CLE provider! New York County Lawyers’ Association Continuing Legal Education Institute 14 Vesey Street, New York, N.Y. 10007 • (212) 267-6646 New York Bridge the Gap July 12th and July 19th, 2013 9:00AM – 4:30PM AGENDA July 12th: 9:00 AM – 10:40 AM WestLaw Next Marisa Floriani, Thomson Reuters 10:50 AM – 12:30 PM Cyberspace Issues and the Law Natalie Sulimani, Sulimani & Nahoum, P.C. Danny Mizrahi, Contango IT 12:30 PM – 1:00 PM LUNCH 1:00 PM - 2:40 PM How to Protect Your Law License: Tax and Risk Management for Attorneys Eric Engelhardt, CPA, CFP 2:50 PM – 4:30 PM Deposition Practice Jon Pressment, Haynes & Boone, LLP New York Bridge the Gap July 12th and July 19th, 2013 9:00AM – 4:30PM AGENDA July 19th: 9:00 AM – 10:40 AM Avoiding Common Ethical Pitfalls Richard Grayson, Law Offices of Richard E. Grayson 10:50 AM – 12:30 PM Fundamental Concepts in Drafting Contracts: What Most Attorneys Fail to Consider Vincent Martorana, Reed Smith LLP 12:30 PM – 1:00 PM LUNCH 1:00 PM – 2:40 PM The Everyday Practice of Law Beth Shapiro, Shapiro, Beilly & Aronowitz, LLP 2:50 PM – 4:30 PM Overview of Matrimonial Practice David Pikus, Bressler, Amery & Ross Continuing Legal Education Institute 14 Vesey Street, New York, N.Y. 10007 New York Bridge the Gap th July 12 and July 19th, 2013 COURSE MATERIALS Section WestLaw Next 1 Marisa Floriani, Thomson Reuters Cyberspace Issues and the Law 2 Natalie Sulimani, Sulimani & Nahoum, PC Danny Mizrahi, Contango IT (including materials excerpted from CLE lecture given by Natalie Sulimani, Sulimani & Nahoum, PC, and Raj Goel, Brainlink) How to Protect Your Law License: Tax and Risk Management for Attorneys 3 Eric Engelhardt, CPA, CFP Deposition Practice 4 Jon Pressment, Haynes and Boone LLP (materials excerpted from CLE lecture given by Ron Katter, The Law Offices of Ron Katter) Avoiding Common Ethical Pitfalls 5 Richard Grayson, Law Offices of Richard E. Grayson Fundamental Concepts in Drafting Contracts 6 Vincent Martorana, Reed Smith LLP The Everyday Practice of Law 7 Beth Shapiro, Shapiro, Beilly & Aronowitz, LLP Overview of Matrimonial Practice (Separate Handout) David Pikus, Bressler, Amery & Ross, P.C. Legal Research on WestlawNext NYCLA – July 12, 2013 AGENDA I. Brief History of Westlaw A. West, the publishing company B. West Editorial Enhancements 1. Case synopsis 2. Headnotes 3. Topic and Key Numbers 4. Editorial scrutiny C. Development of the WestlawNext platform 1. West Search a. 100+ years of editorial analysis of the law b. Emulating best practices of legal researchers c. West Key Number System – the foundation of West Search d. KeyCite e. West Secondary Sources II. Introduction to Legal Research on WestlawNext A. Logging In B. Home Page Overview 1. Global Search Box a. Plain Language Searching b. Terms and Connectors c. Citations d. Key Cite e. Find a database 2. Folder 3. Favorites 4. Frequently Used Items C. Plain Language Searching 1. How it differs from Westlaw Classic a. Based on Key Cite, Key Numbers, Document Linking, Customer Usage Patterns b. No need to choose a database c. Can choose jurisdiction 2. Overview Page a. Most relevant sampling from 14 content sets b. Related Documents c. Narrow 1) Left-side of screen shows filtering options 2) Options change depending on content set 3. Viewing a document a. KeyCite integration b. Tabs c. Toolbar d. New Functions 1) Folders 2) Highlighting 3) Add notes 4) Copy with reference 5) Eye glasses D. Advanced Searching on WestlawNext 1. What is advanced search? 2. Why run an advanced search? 3. Advantages of using advanced search 4. How to run an advanced search a. Advanced search link b. Global search bar E. Browsing to Content 1. Topical research F. Favorites 1. Adding content to your favorites 2. Searching from your favorites III. Key Number System A. WestSearch integration B. When to start your research with the West Key Number System C. How to access the West Key Number System 1. Search for Key Numbers 2. Browse 3. Link IV. Statutory & Regulatory Research on WestlawNext A. Retrieving a statute – by citation, TOC, index, popular name table B. Viewing a statute 1. Toolbar – section arrows, TOC 2. KeyCite 3. Notes of Decisions 4. KeyCite Integration 5. Tabs V. Dockets & News A. Global search bar or Advanced search link B. Create WestClip Alerts to monitor company, individual, industry activity VI. Transactional Tools A. Forms – text forms, checklists, clauses, official PDF forms B. Sample Agreements VI. Research Trail A. Automatically saved for 1 year B. Automatically have trail emailed to you at log-off VII. Folders A. Saved for lifetime of your subscription B. Automatic KeyCite updates C. Share VIII. Mobile Devices A. App for iPad and iPhone B. Mobile site for android phones To get started: www.next.westlaw.com WestlawNext 7/11/2013 A BRIEF HISTORY OF WESTLAW Where does all the information come from? John B. West UNDERSTANDING WEST EDITORIAL ENHANCEMENTS Case Synopsis Headnotes Topic & Key Numbers Editorial Scrutiny 1 7/11/2013 2 7/11/2013 3 7/11/2013 4 Marisa Floriani Marisa Floriani graduated from Albany Law School in 2010 and has worked in various plaintiff’s personal injury litigation firms. Most recently, she was an attorney at Belluck & Fox litigating real estate appraisal fraud cases. In April 2013, she started at Thomson Reuters as an Account Representative. Current • Account Representative at Thomson Reuters Westlaw Past • Attorney at Belluck & Fox • Associate at Douglas & London, P.C. • Summer associate at Belluck & Fox Education • Albany Law School of Union University • Lafayette College • University of Oxford 1 . 2 1 2 3 4 5 Personal information is any piece of information that relates to a living, identifiable human being. People’s names, contact details, financial, health, purchase records: anything that you can look at and say “this is about an identifiable person”. 6 7 o o o o o 8 9 10 11 12 13 14 who will 15 Danny Mizrahi Company: Contango IT Company Full Service IT Consulting Service and Support. Our specialties: Cloud Computing, description Networking, Cabling, Backup, Security, Website Development, ISP/VOIP Implementation and : more!! Email: [email protected] Work 2127370608 Description I began my professional career at the age of 14 when working as a runner on the NYMEX trading floor.