Bridge the Gap Day 1 & 2
Total Page:16
File Type:pdf, Size:1020Kb
BRIDGE THE GAP DAY 1 & 2 NSTITUTE Prepared in connection with a Continuing Legal Education course presented at New York County Lawyers’ Association, 14 Vesey Street, New York, NY I st th and March 28 , 2014 scheduled for March 21 Faculty: Richard Grayson, Law Offices of Richard Grayson; Stephanie Waschitz, Thomson Reuters; Ronnie Powell, Bressler Amery & Ross; Glenn Christofides, Bressler Amery & Ross; Andrew Cabasso, JurisPage; Phillip Smallman, Law Office of Phillip CLE Smallman; Briana Denney, Newman & Denney PC; Jonathan Pressment, Haynes and Boone LLP; Judge Gerald Lebovits, New York City Civil Court 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; 7 Professional Practice/Law Practice Management;. 6 Skills; 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 4 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 st th March 21 and March 28 , 2014; 9:00 AM to 5:00 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 March 21st and March 28th , 2014 9:00AM – 5:00PM AGENDA March 21st: 9:00 AM – 10:40 AM Avoiding Common Ethical Pitfalls; Richard Grayson, Law Offices of Richard Grayson NY CLE: 2 Ethics Credits; 10:50 AM - 12:30 PM WestLaw Next Stephanie Waschitz, Esq., Thomson Reuters NY CLE: 2 Skills 12:30 PM – 1:00 PM LUNCH 1:00 PM - 2:40 PM Basic Estate Planning in New York (tentative) Ronnie Powell, Bressler Amery & Ross Glenn Christofides, Bressler Amery & Ross NY CLE: 1.5 Professional Practice/.5 Ethics 2:50 PM – 4:30 PM Your Law Firm’s Internet Presence; Andrew Cabasso, JurisPage How to Use Your Bar Membership to Benefit Your Practice 1.5 Professional Practice; .5 Ethics New York Bridge the Gap March 21st and March 28th, 2014 9:00AM – 5:00PM AGENDA March 28th: 9:00 AM – 10:40 AM What You Must Know to Defend Your Client Successfully; Phillip Smallman, Law Office of Phillip Smallman NY CLE: 2 PP 10:50 AM – 12:30 PM An Introduction to Matrimonial Law Practice Briana Denney, Newman & Denney PC NY CLE: 2 PP 12:30 PM – 1:00 PM LUNCH 1:00 PM – 2:40 PM How to Conduct an Effective Deposition; Jonathan Pressment, Haynes and Boone LLP 2 Skills 2:50 PM – 4:30 PM Effective and Persuasive Legal Writing Judge Gerald Lebovits, New York City Civil Court NY CLE: 2 Skills Continuing Legal Education Institute 14 Vesey Street, New York, N.Y. 10007 New York Bridge the Gap st th March 21 and March 28 , 2014 9:00 AM – 5:00 PM COURSE MATERIALS Section Avoiding Common Ethical Pitfalls in Your Practice 1 WestLaw Next 2 Basic Estate Planning in New York 3 Your Law Firm’s Internet Presence 4 What You Must Know to Defend Your Client Successfully 5 An Introduction to Matrimonial Law Practice 6 How to Conduct a Successful Deposition 7 Effective and Persuasive Legal Writing 8 Avoiding Common Ethical Pitfalls in Your Law Practice 1 Richard Grayson, Esq. WestLaw Next 2 Stephanie Waschitz, Esq. Stephanie Waschitz Stephanie Waschitz is a Corporate Research Specialist for Thomson Reuters. In this role she provides research and training support to corporate in-house counsel and their support staff. She works with an array of corporate entities including banks, non-profit organizations, corporate security and compliance departments. Prior to joining Thomson Reuters Stephanie was a contract attorney for the firm Simpson, Thacher & Bartlett. She also served as Law Clerk to the Honorable N. Peter Conforti in New Jersey Superior Court. She holds a J.D. from New England School of Law in Boston where she served as a Senior Literary Editor for the New England Journal on Criminal and Civil Confinement. Stephanie earned a bachelor’s degree in political science from Boston University and is a member of the New York and New Jersey State Bars. Legal Research on WestlawNext NYCLA – March 21, 2014 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 Basic Estate Planning in New York 3 Ronnie Powell, Esq. Glenn Christofides, Esq. Attorney At Law | Ronnie Ann Powell | Bressler, Amery, & Ross Page 1 of 2 SEARCH New Jersey | New York | Florida | Alabama FIRM PRACTICES ATTORNEYS NEWS & EVENTS CAREERS LOCATIONS CONTACT EDUCATION RONNIE ANN POWELL J.D., Boston University School of Law, AREAS OF PRACTICE Member 1983 New Jersey | New York Taxation A.B., Vassar College, 1980 Tel: 973-514-1200 | Direct: 973-245-0682 Trusts & Estates Fax: 973-514-1660 BAR ADMISSIONS [email protected] NEWS & EVENTS Download vCard New Jersey, 1983 Firm Announcements Legal Assistant: Theresa Kougasian New York, 1984 Speaking Engagements Tel: 973-514-1200, ext.