1. law, govt and politics
2. legal issues
3. legislation
4. family laws

2015 NCBA Paralegal Division Annual Meeting
2015 NCBA Paralegal Division Annual Meeting
Hotel
Program
HIGHLIGHTS
Contact hotel directly for reservations and guest services. Rates are based on availability. To guarantee your
room at this special rate, contact the hotel today and mention you are with the NC Bar Association.
Grandover Resort and Conference Center
1000 Club Rd • Greensboro
Friday, May 8, 2015
Paralegal Division
•
Greensboro
• Earn 6.0 Hours of CPE, including 1.0 hour Ethics/Professional Responsibility.
• Select a la carte breakout sessions from among four substantive, concurrent tracks in
corporate, estate planning/fiduciary law, litigation and real property.
• Begin and end the day with topical general sessions addressing social media
considerations AND ethical conundrums.
2015 NCBA Paralegal Division
Annual Meeting
Rates:
$162 single/double
Reservations:336.294.1800
Cutoff Date:
April 9, 2015
Group Code:PARA15
*All of the materials for this program will be available for download in advance of the program and we
encourage all program attendees to take advantage of this paperless option. Attendees opting to add a printed
book to their registration may do so by calling the CLE department no later than five (5) business days prior
to the date of the program. Program attendees may purchase the printed manuscript at a discounted rate
based upon our cost to print and will receive the book at the program. Due to printing and shipping lead
times we are unable to accommodate requests for print materials made fewer than five (5) business days prior
to the program.
CLE
On point with hot topics.
H
100%
CPE Credit: 6.0 Hours, including
1.0 Hour of Ethics/Professionalism
Plus 1 Video Replay
Attendees, 2014 NCBA Paralegal Division Annual Meeting
collection box at registration if you would like to donate to families in need.
This is always a well-organized conference. Thank you for continuing to offer this CLE.
non-perishable foods and cleaning supplies are appreciated. There will be a
This was a very good program. Looking forward to next year.
and monetary donations to benefit Crisis Ministry of Davidson County. All
RS
PO Box 3688 • Cary, NC 27519-3688
At this year’s Annual Meeting, the Paralegal Division will be collecting food
A
NCB TION
A
ND
FOU
• FOR N.C. LA
WY
E
RS
YE
AW
Nonprofit Org.
US Postage
PAID
Raleigh, NC
Permit #297
8000 Weston Parkway • Dorsett Auditorium • Site Contact: CLE Department 919.677.8745 or
800.228.3402 (ask for CLE)
(
Nov. 3, 2015)
#379BAR
N.
C.
L
Cary — Tuesday, November 10, 2015 – NC Bar Center
BY
*All video replay program materials are 100% paperless.
See www.ncbar.org/CLE for download instructions.
• FOR N.C. LA
RS
WY
ER
S
To qualify for the Early Bird (
) tuition, registration must be received one week prior to program date.
NC State Bar rules require a minimum number of pre-registered active State Bar members. The NCBAF
reserves the right to cancel any video program prior to the program date if registrations do not meet the NC
State Bar requirement. Some sites require additional registration or evaluation forms. Visit http://www.ncbar.
org/cle/programs/video-replays.aspx to confirm video replay registration and program start times. CLE credit
hours at Video Replays are subject to change.
YE
Video Locations–Litigation Track Only
Friday, May 8, 2015
Grandover Resort and
Conference Center
Greensboro
BY
N.
C.
L
AW
Grandover resort in North Carolina offers the utmost
in guest accommodations with spacious hotel rooms
overlooking the Allegheny foothills and a world-class
golf course. Come visit our luxurious North Carolina
resort encompassing 1,500 acres of manicured
lawns and woodlands, two 18-hole championship
golf courses, fine dining, conference center as well
as a grand Greensboro hotel and spa.
N
ROW
G
E
OM
LIVE PROGRAM
Join paralegals from across North Carolina and attend the 2015 NCBA Paralegal Division
Annual Meeting. This program offers outstanding opportunities to grow professionally,
network with others in your field and attend substantive breakout sessions designed to
educate you and energize your career.
At this advanced-level, one-day program:
• Earn 6.0 Hours of CPE, including 1.0 hour Ethics/Professional Responsibility.
• Select a la carte breakout sessions from among four substantive, concurrent tracks in
corporate, estate planning/fiduciary law, litigation and real property.
• Stay ahead of the curve with sessions on veil-piercing, shareholders’ meetings and
the anatomy of a deal (corporate track).
• Gain a professional advantage with sessions on gun trusts, marriage equality,
retirement planning with IRAs and elder law (estate planning/fiduciary law track).
• Prepare your case, and your client, for mediation and trial with sessions on FOIA
requests, electronic discovery, management of large-document cases and a view
from the bench (litigation track).
• Deepen your understanding of today’s real property climate with sessions on 2013
MLA law (one year out), ALTA’s Best Practices, eRecording and closing retail projects
(real property track).
• Begin and end the day with topical general sessions addressing social media
considerations and ethical conundrums.
@NCBA_CLE
Planned by the
NCBA Paralegal Division
NCBAorg
The Fine Print
Registration
Registrations (including door
registrations) are limited to
available space, which may
include a live video broadcast
overflow room.
MCLE Credit
The NC Bar Association
Foundation is an accredited
CLE sponsor under the MCLE
Regulations promulgated by the
NC State Bar Board of Continuing
Legal Education. This program
is approved (but not sponsored)
by the Board for the designated
number of CLE hours. It is the
responsibility of each attorney
to maintain a record of his/her
attendance at CLE programs for
the NC State Bar annual report.
MCLE credit is reported only if
NC State Bar number is provided.
NCBA CLE Passports
Passport holders exceeding the
24-hour limit for attorneys or the
12-hour limit for paralegals will
be charged $75 per program.
Transfers
Registrants may transfer from
a Live program, Video Replay,
Webcast, Webinar or Phone/
Audio Streaming Program without
penalty within three working days
after the program date.
Cancellations
Cancellations must be received
by 9 a.m. the third working day
prior to the program to qualify for
a refund (less $25 administrative
fee). Those not attending will
receive the digital program
materials in full consideration of
tuition paid.
Inclement Weather
NCBAF makes every effort to
notify registrants when a program
is cancelled or delayed due to
weather. If inclement weather
is forecast, please check your
local news listings or contact the
location where your program
is being held. Bar Association
programs will follow the
work schedule of the hosting
institutions, to include delayed
openings.
CLE Scholarships
A limited number of scholarships
are available to members
in financial need. Contact
Membership
Services
at
1.800.662.7407
or
email
[email protected].
Friday, May 8, 2015
7:45-8:25a
Registration and Continental Breakfast
8:25-8:30
Welcome and Introductions
8:30-9:30
General Session
Social Media Considerations for Paralegals
• Shelby Duffy Benton, Benton Family Law, Goldsboro
These days, almost all of us use Facebook or Twitter,
but what you post or tweet, and who can see it,
presents special considerations for paralegals, both
personally and professionally. This thought-provoking
presentation by NCBA President-Elect Shelby Benton
will broaden your exposure to popular social media sites
and make you think twice about what you share!
9:30-9:50
Break • Sponsored by Case-Closed Investigations
9:50-10:50
BREAK-OUT SESSION (Select One)
Corporate Track
Veil-Piercing and North Carolina Corporations and
Limited Liability Companies • Stephen F. Later,
Robbins May & Rich LLP, Pinehurst
Estate Planning/Fiduciary Law Track
In Guns We Trust • Gregory Herman-Giddens,
Trust Counsel, Miami, FL
Litigation Track
FOIA Requests and the Media’s Litigation Against
UNC-CH • Michael J. Tadych, Stephens Martin
Vaughn & Tadych PLLC, Raleigh
Real Property Track
Mechanics’ Lien Agent Law: Practical Aspects of
Implementation • Tabatha L. Cruden, First American
Title Insurance Company, Raleigh
10:50–11:00 Breakout Transition
11:00–12:00p BREAK-OUT SESSION (Select One)
Corporate Track
TBD
Estate Planning/Fiduciary Law Track
Marriage Equality in North Carolina: Select Legal
and Financial Implications for Same-Sex Couples
and Their Families
• Allison M. Meade, Meade Law PLLC, Boone
Litigation Track
Complying with Federal and North Carolina Rules
on Electronic Discovery • Lenor Marquis Segal, Ellis
& Winters LLP, Cary
Real Property Track
Best Practices: Where are We and What Have We
Learned? • Nancy S. Ferguson, Chicago Title Company
LLC, Greensboro
Note: This session is recorded prior to the program
and presented via video replay, as Ms. Ferguson is
attending the NCBA Real Property Section Annual
Meeting in Pinehurst on May 8.
12:00-1:15
@NCBA_CLE
1:15-2:15
Agenda
Networking Lunch (included at Live program only)
Paralegal Division Annual Meeting • Nichole Hutchins,
Craige Brawley Liipfert & Walker LLP,
presiding 2014-2015 Division Chair
BREAK-OUT SESSION (Select One)
Corporate Track
Preparing for the Annual Shareholder’s Meeting
• Matthew A. Cordell, Ward and Smith PA, Raleigh
Estate Planning/Fiduciary Law Track
Retirement Planning with IRAs • Charlie D. Brown, Charlie D. Brown Law Firm
PLLC, Raleigh
Litigation Track
How to Prepare for War: Preparing (and Surviving) a Large Document Case from
Discovery through Trial • Stephanie B. Elliott, NCCP, Gray Layton Kersh Solomon Furr
& Smith PA, Gastonia
Real Property Track
The Rise of eRecording • Ozie H. Stallworth, North Carolina Department of the
Secretary of State, Raleigh
2015 NCBA Paralegal Division Annual Meeting
#379PDM on 5/8/2015
B
NC Bar Association Foundation Registration/Order Form
Print Full Name____________________________________________________________________
Firm/Agency Name________________________________________________________________
Street Address ____________________________________________________________________
PO Box__________________________________________________________________________
City/State/Zip____________________________________________________________________
Daytime Phone/Daytime Fax_________________________________________________________
Email Address_____________________________________________________________________
2:15–2:25
Breakout Transition
for MCLE Credit list both:
2:25-3:25
BREAK-OUT SESSION (Select One)
Corporate Track
Anatomy of a Deal • Brandy B. Milazzo, Milazzo Gamble Schaffer Webb Law PLLC,
Charlotte
Estate Planning/Fiduciary Law Track
They Worked Hard for Their Money: Here’s How to Treat ‘Em Right – Elder Law
Basics • Leigh Anne Kasias, Wyatt Early Harris Wheeler LLP, High Point
Litigation Track
View from the Bench • Judge Richard B. Abernethy, Gaston County District Court
Judge, Gastonia and Judge Jesse B. Caldwell III, Senior Resident Superior Court Judge,
Gaston County, Gastonia
Real Property Track
Closing the Retail Project: Procedures and Checklists to Keep Closing on Track
• Elizabeth W. Voltz, Weatherspoon & Voltz LLP, Raleigh
NC State Bar No. __________________________ NCBA No.____________________________
q Check if any information has changed
> Live and Video Replay Tuition‡
> Program Choice
Live Program q May 8, 2015 Greensboro
(
May 1, 2015)
#379PDM
Video Replays
q Nov. 3 Cary #379BAR
3:25-3:45Break
3:45-4:45
General Session
*Ethical Conundrums for Paralegals: A Morality Play in Seven (or Eight) Acts
• Connie K. Cassatt, NCCP, Crumley Roberts LLP, Greensboro, Warren T. Savage IV,
Lawyers Mutual Liability Insurance Company of North Carolina, Cary and Mark A.
Scruggs, Lawyers Mutual Liability Insurance Company of North Carolina, Cary
Through a series of skits performed by accomplished actors (you), we explore common
ethical conundrums faced by paralegals in all-too-common interactions with clients,
attorneys, and the rest of the firm. Scruggs, Cassatt and Savage take you on a visit to the
dark side of law firm practice and discuss how to find your way out to the light.
> Paperless Material Instructions
Teresa L. Bowling, ACP, NCCP, Manning Fulton & Skinner PA, Raleigh
Stephanie C. Crosby, NCCP, Ward and Smith PA, New Bern
Sarah H. Kaufman, CP, NCCP, Ellis & Winters LLP, Cary
Linda R. Wetherbee, Wyatt Early Harris Wheeler LLP, High Point
Sponsor
$190
$250
q NCBA Member $310
$370
q Non-Member
$370
$430
1. Go to www.ncbar.org/cle.
2. Click “My Course Materials” from right-side navigation.
q Paralegal Division Student Member
Scan here to log in!
Need Help?
Call us at 919.677.8745
or email [email protected]
A limited number of printed books will be available for
purchase at the live program.
100% Paperless
> Payment Options
(at time of printing)
Case-Closed Investigations–morning break
Simply log in and click “My Course Materials”
on the CLE website to digitally download the
materials before the start of your program.
www.ncbar.org/CLE
Brought to you by the North Carolina Bar Association Foundation CLE • www.ncbar.org/CLE
6 tokens
$25
To retrieve paperless materials, available approximately
one week prior to live program, simply follow the
directions below:
5. Download and Save.
•
•
•
•
The following categories include the MCLE fee.
q CLE Passport
4. Click CLE program title.
Program Planners
Rec’vd
Rec’vd less
1 week before than 1 week
program
before program
q NCBA Paralegal Division
Member
3. Log in.
4:45Adjourn
*Indicates portion providing Ethics/Professionalism credit
Early Bird Regular
Tuition includes
digital program materials.
Registration must be received one week prior to program
date for Early Bird tuition.
Join the NCBA
Paralegal Division
Join for $60 per year and save money!
Enjoy reduced tuition for all
Paralegal Division CPE programs.
Contact Jeremy Williams at the NCBA,
[email protected]
or visit http://paralegaldivision.ncbar.org
for more information.
Registration is processed only after payment is received.
Total $__________________
q Check Enclosed–Payable to NC Bar Foundation q Visa/MC/AmEx
Acct. #__________________________________________________________ Exp. Date___________
Signature____________________________________________________________________________
4 ways
to register:
Phone CLE*
Website*
Fax CLE*
Mail*
*Credit card only
*Credit card only
*Credit card only
*Check or credit card
919.677.8745
800.228.3402
www.ncbar.org/CLE
919.677.1774
Attn: Accounting • NCBAF
PO Box 3688, Cary, NC 27519
The Fine Print
Registration
Registrations (including door
registrations) are limited to
available space, which may
include a live video broadcast
overflow room.
MCLE Credit
The NC Bar Association
Foundation is an accredited
CLE sponsor under the MCLE
Regulations promulgated by the
NC State Bar Board of Continuing
Legal Education. This program
is approved (but not sponsored)
by the Board for the designated
number of CLE hours. It is the
responsibility of each attorney
to maintain a record of his/her
attendance at CLE programs for
the NC State Bar annual report.
MCLE credit is reported only if
NC State Bar number is provided.
NCBA CLE Passports
Passport holders exceeding the
24-hour limit for attorneys or the
12-hour limit for paralegals will
be charged $75 per program.
Transfers
Registrants may transfer from
a Live program, Video Replay,
Webcast, Webinar or Phone/
Audio Streaming Program without
penalty within three working days
after the program date.
Cancellations
Cancellations must be received
by 9 a.m. the third working day
prior to the program to qualify for
a refund (less $25 administrative
fee). Those not attending will
receive the digital program
materials in full consideration of
tuition paid.
Inclement Weather
NCBAF makes every effort to
notify registrants when a program
is cancelled or delayed due to
weather. If inclement weather
is forecast, please check your
local news listings or contact the
location where your program
is being held. Bar Association
programs will follow the
work schedule of the hosting
institutions, to include delayed
openings.
CLE Scholarships
A limited number of scholarships
are available to members
in financial need. Contact
Membership
Services
at
1.800.662.7407
or
email
[email protected].
Friday, May 8, 2015
7:45-8:25a
Registration and Continental Breakfast
8:25-8:30
Welcome and Introductions
8:30-9:30
General Session
Social Media Considerations for Paralegals
• Shelby Duffy Benton, Benton Family Law, Goldsboro
These days, almost all of us use Facebook or Twitter,
but what you post or tweet, and who can see it,
presents special considerations for paralegals, both
personally and professionally. This thought-provoking
presentation by NCBA President-Elect Shelby Benton
will broaden your exposure to popular social media sites
and make you think twice about what you share!
9:30-9:50
Break • Sponsored by Case-Closed Investigations
9:50-10:50
BREAK-OUT SESSION (Select One)
Corporate Track
Veil-Piercing and North Carolina Corporations and
Limited Liability Companies • Stephen F. Later,
Robbins May & Rich LLP, Pinehurst
Estate Planning/Fiduciary Law Track
In Guns We Trust • Gregory Herman-Giddens,
Trust Counsel, Miami, FL
Litigation Track
FOIA Requests and the Media’s Litigation Against
UNC-CH • Michael J. Tadych, Stephens Martin
Vaughn & Tadych PLLC, Raleigh
Real Property Track
Mechanics’ Lien Agent Law: Practical Aspects of
Implementation • Tabatha L. Cruden, First American
Title Insurance Company, Raleigh
10:50–11:00 Breakout Transition
11:00–12:00p BREAK-OUT SESSION (Select One)
Corporate Track
TBD
Estate Planning/Fiduciary Law Track
Marriage Equality in North Carolina: Select Legal
and Financial Implications for Same-Sex Couples
and Their Families
• Allison M. Meade, Meade Law PLLC, Boone
Litigation Track
Complying with Federal and North Carolina Rules
on Electronic Discovery • Lenor Marquis Segal, Ellis
& Winters LLP, Cary
Real Property Track
Best Practices: Where are We and What Have We
Learned? • Nancy S. Ferguson, Chicago Title Company
LLC, Greensboro
Note: This session is recorded prior to the program
and presented via video replay, as Ms. Ferguson is
attending the NCBA Real Property Section Annual
Meeting in Pinehurst on May 8.
12:00-1:15
@NCBA_CLE
1:15-2:15
Agenda
Networking Lunch (included at Live program only)
Paralegal Division Annual Meeting • Nichole Hutchins,
Craige Brawley Liipfert & Walker LLP,
presiding 2014-2015 Division Chair
BREAK-OUT SESSION (Select One)
Corporate Track
Preparing for the Annual Shareholder’s Meeting
• Matthew A. Cordell, Ward and Smith PA, Raleigh
Estate Planning/Fiduciary Law Track
Retirement Planning with IRAs • Charlie D. Brown, Charlie D. Brown Law Firm
PLLC, Raleigh
Litigation Track
How to Prepare for War: Preparing (and Surviving) a Large Document Case from
Discovery through Trial • Stephanie B. Elliott, NCCP, Gray Layton Kersh Solomon Furr
& Smith PA, Gastonia
Real Property Track
The Rise of eRecording • Ozie H. Stallworth, North Carolina Department of the
Secretary of State, Raleigh
2015 NCBA Paralegal Division Annual Meeting
#379PDM on 5/8/2015
B
NC Bar Association Foundation Registration/Order Form
Print Full Name____________________________________________________________________
Firm/Agency Name________________________________________________________________
Street Address ____________________________________________________________________
PO Box__________________________________________________________________________
City/State/Zip____________________________________________________________________
Daytime Phone/Daytime Fax_________________________________________________________
Email Address_____________________________________________________________________
2:15–2:25
Breakout Transition
for MCLE Credit list both:
2:25-3:25
BREAK-OUT SESSION (Select One)
Corporate Track
Anatomy of a Deal • Brandy B. Milazzo, Milazzo Gamble Schaffer Webb Law PLLC,
Charlotte
Estate Planning/Fiduciary Law Track
They Worked Hard for Their Money: Here’s How to Treat ‘Em Right – Elder Law
Basics • Leigh Anne Kasias, Wyatt Early Harris Wheeler LLP, High Point
Litigation Track
View from the Bench • Judge Richard B. Abernethy, Gaston County District Court
Judge, Gastonia and Judge Jesse B. Caldwell III, Senior Resident Superior Court Judge,
Gaston County, Gastonia
Real Property Track
Closing the Retail Project: Procedures and Checklists to Keep Closing on Track
• Elizabeth W. Voltz, Weatherspoon & Voltz LLP, Raleigh
NC State Bar No. __________________________ NCBA No.____________________________
q Check if any information has changed
> Live and Video Replay Tuition‡
> Program Choice
Live Program q May 8, 2015 Greensboro
(
May 1, 2015)
#379PDM
Video Replays
q Nov. 3 Cary #379BAR
3:25-3:45Break
3:45-4:45
General Session
*Ethical Conundrums for Paralegals: A Morality Play in Seven (or Eight) Acts
• Connie K. Cassatt, NCCP, Crumley Roberts LLP, Greensboro, Warren T. Savage IV,
Lawyers Mutual Liability Insurance Company of North Carolina, Cary and Mark A.
Scruggs, Lawyers Mutual Liability Insurance Company of North Carolina, Cary
Through a series of skits performed by accomplished actors (you), we explore common
ethical conundrums faced by paralegals in all-too-common interactions with clients,
attorneys, and the rest of the firm. Scruggs, Cassatt and Savage take you on a visit to the
dark side of law firm practice and discuss how to find your way out to the light.
> Paperless Material Instructions
Teresa L. Bowling, ACP, NCCP, Manning Fulton & Skinner PA, Raleigh
Stephanie C. Crosby, NCCP, Ward and Smith PA, New Bern
Sarah H. Kaufman, CP, NCCP, Ellis & Winters LLP, Cary
Linda R. Wetherbee, Wyatt Early Harris Wheeler LLP, High Point
Sponsor
$190
$250
q NCBA Member $310
$370
q Non-Member
$370
$430
1. Go to www.ncbar.org/cle.
2. Click “My Course Materials” from right-side navigation.
q Paralegal Division Student Member
Scan here to log in!
Need Help?
Call us at 919.677.8745
or email [email protected]
A limited number of printed books will be available for
purchase at the live program.
100% Paperless
> Payment Options
(at time of printing)
Case-Closed Investigations–morning break
Simply log in and click “My Course Materials”
on the CLE website to digitally download the
materials before the start of your program.
www.ncbar.org/CLE
Brought to you by the North Carolina Bar Association Foundation CLE • www.ncbar.org/CLE
6 tokens
$25
To retrieve paperless materials, available approximately
one week prior to live program, simply follow the
directions below:
5. Download and Save.
•
•
•
•
The following categories include the MCLE fee.
q CLE Passport
4. Click CLE program title.
Program Planners
Rec’vd
Rec’vd less
1 week before than 1 week
program
before program
q NCBA Paralegal Division
Member
3. Log in.
4:45Adjourn
*Indicates portion providing Ethics/Professionalism credit
Early Bird Regular
Tuition includes
digital program materials.
Registration must be received one week prior to program
date for Early Bird tuition.
Join the NCBA
Paralegal Division
Join for $60 per year and save money!
Enjoy reduced tuition for all
Paralegal Division CPE programs.
Contact Jeremy Williams at the NCBA,
[email protected]
or visit http://paralegaldivision.ncbar.org
for more information.
Registration is processed only after payment is received.
Total $__________________
q Check Enclosed–Payable to NC Bar Foundation q Visa/MC/AmEx
Acct. #__________________________________________________________ Exp. Date___________
Signature____________________________________________________________________________
4 ways
to register:
Phone CLE*
Website*
Fax CLE*
Mail*
*Credit card only
*Credit card only
*Credit card only
*Check or credit card
919.677.8745
800.228.3402
www.ncbar.org/CLE
919.677.1774
Attn: Accounting • NCBAF
PO Box 3688, Cary, NC 27519
2015 NCBA Paralegal Division Annual Meeting
2015 NCBA Paralegal Division Annual Meeting
Hotel
Program
HIGHLIGHTS
Contact hotel directly for reservations and guest services. Rates are based on availability. To guarantee your
room at this special rate, contact the hotel today and mention you are with the NC Bar Association.
Grandover Resort and Conference Center
1000 Club Rd • Greensboro
Friday, May 8, 2015
Paralegal Division
•
Greensboro
• Earn 6.0 Hours of CPE, including 1.0 hour Ethics/Professional Responsibility.
• Select a la carte breakout sessions from among four substantive, concurrent tracks in
corporate, estate planning/fiduciary law, litigation and real property.
• Begin and end the day with topical general sessions addressing social media
considerations AND ethical conundrums.
2015 NCBA Paralegal Division
Annual Meeting
Rates:
$162 single/double
Reservations:336.294.1800
Cutoff Date:
April 9, 2015
Group Code:PARA15
*All of the materials for this program will be available for download in advance of the program and we
encourage all program attendees to take advantage of this paperless option. Attendees opting to add a printed
book to their registration may do so by calling the CLE department no later than five (5) business days prior
to the date of the program. Program attendees may purchase the printed manuscript at a discounted rate
based upon our cost to print and will receive the book at the program. Due to printing and shipping lead
times we are unable to accommodate requests for print materials made fewer than five (5) business days prior
to the program.
CLE
On point with hot topics.
H
100%
CPE Credit: 6.0 Hours, including
1.0 Hour of Ethics/Professionalism
Plus 1 Video Replay
Attendees, 2014 NCBA Paralegal Division Annual Meeting
collection box at registration if you would like to donate to families in need.
This is always a well-organized conference. Thank you for continuing to offer this CLE.
non-perishable foods and cleaning supplies are appreciated. There will be a
This was a very good program. Looking forward to next year.
and monetary donations to benefit Crisis Ministry of Davidson County. All
RS
PO Box 3688 • Cary, NC 27519-3688
At this year’s Annual Meeting, the Paralegal Division will be collecting food
A
NCB TION
A
ND
FOU
• FOR N.C. LA
WY
E
RS
YE
AW
Nonprofit Org.
US Postage
PAID
Raleigh, NC
Permit #297
8000 Weston Parkway • Dorsett Auditorium • Site Contact: CLE Department 919.677.8745 or
800.228.3402 (ask for CLE)
(
Nov. 3, 2015)
#379BAR
N.
C.
L
Cary — Tuesday, November 10, 2015 – NC Bar Center
BY
*All video replay program materials are 100% paperless.
See www.ncbar.org/CLE for download instructions.
• FOR N.C. LA
RS
WY
ER
S
To qualify for the Early Bird (
) tuition, registration must be received one week prior to program date.
NC State Bar rules require a minimum number of pre-registered active State Bar members. The NCBAF
reserves the right to cancel any video program prior to the program date if registrations do not meet the NC
State Bar requirement. Some sites require additional registration or evaluation forms. Visit http://www.ncbar.
org/cle/programs/video-replays.aspx to confirm video replay registration and program start times. CLE credit
hours at Video Replays are subject to change.
YE
Video Locations–Litigation Track Only
Friday, May 8, 2015
Grandover Resort and
Conference Center
Greensboro
BY
N.
C.
L
AW
Grandover resort in North Carolina offers the utmost
in guest accommodations with spacious hotel rooms
overlooking the Allegheny foothills and a world-class
golf course. Come visit our luxurious North Carolina
resort encompassing 1,500 acres of manicured
lawns and woodlands, two 18-hole championship
golf courses, fine dining, conference center as well
as a grand Greensboro hotel and spa.
N
ROW
G
E
OM
LIVE PROGRAM
Join paralegals from across North Carolina and attend the 2015 NCBA Paralegal Division
Annual Meeting. This program offers outstanding opportunities to grow professionally,
network with others in your field and attend substantive breakout sessions designed to
educate you and energize your career.
At this advanced-level, one-day program:
• Earn 6.0 Hours of CPE, including 1.0 hour Ethics/Professional Responsibility.
• Select a la carte breakout sessions from among four substantive, concurrent tracks in
corporate, estate planning/fiduciary law, litigation and real property.
• Stay ahead of the curve with sessions on veil-piercing, shareholders’ meetings and
the anatomy of a deal (corporate track).
• Gain a professional advantage with sessions on gun trusts, marriage equality,
retirement planning with IRAs and elder law (estate planning/fiduciary law track).
• Prepare your case, and your client, for mediation and trial with sessions on FOIA
requests, electronic discovery, management of large-document cases and a view
from the bench (litigation track).
• Deepen your understanding of today’s real property climate with sessions on 2013
MLA law (one year out), ALTA’s Best Practices, eRecording and closing retail projects
(real property track).
• Begin and end the day with topical general sessions addressing social media
considerations and ethical conundrums.
@NCBA_CLE
Planned by the
NCBA Paralegal Division
NCBAorg
The Fine Print
Registration
Registrations (including door
registrations) are limited to
available space, which may
include a live video broadcast
overflow room.
MCLE Credit
The NC Bar Association
Foundation is an accredited
CLE sponsor under the MCLE
Regulations promulgated by the
NC State Bar Board of Continuing
Legal Education. This program
is approved (but not sponsored)
by the Board for the designated
number of CLE hours. It is the
responsibility of each attorney
to maintain a record of his/her
attendance at CLE programs for
the NC State Bar annual report.
MCLE credit is reported only if
NC State Bar number is provided.
NCBA CLE Passports
Passport holders exceeding the
24-hour limit for attorneys or the
12-hour limit for paralegals will
be charged $75 per program.
Transfers
Registrants may transfer from
a Live program, Video Replay,
Webcast, Webinar or Phone/
Audio Streaming Program without
penalty within three working days
after the program date.
Cancellations
Cancellations must be received
by 9 a.m. the third working day
prior to the program to qualify for
a refund (less $25 administrative
fee). Those not attending will
receive the digital program
materials in full consideration of
tuition paid.
Inclement Weather
NCBAF makes every effort to
notify registrants when a program
is cancelled or delayed due to
weather. If inclement weather
is forecast, please check your
local news listings or contact the
location where your program
is being held. Bar Association
programs will follow the
work schedule of the hosting
institutions, to include delayed
openings.
CLE Scholarships
A limited number of scholarships
are available to members
in financial need. Contact
Membership
Services
at
1.800.662.7407
or
email
[email protected].
Friday, May 8, 2015
7:45-8:25a
Registration and Continental Breakfast
8:25-8:30
Welcome and Introductions
8:30-9:30
General Session
Social Media Considerations for Paralegals
• Shelby Duffy Benton, Benton Family Law, Goldsboro
These days, almost all of us use Facebook or Twitter,
but what you post or tweet, and who can see it,
presents special considerations for paralegals, both
personally and professionally. This thought-provoking
presentation by NCBA President-Elect Shelby Benton
will broaden your exposure to popular social media sites
and make you think twice about what you share!
9:30-9:50
Break • Sponsored by Case-Closed Investigations
9:50-10:50
BREAK-OUT SESSION (Select One)
Corporate Track
Veil-Piercing and North Carolina Corporations and
Limited Liability Companies • Stephen F. Later,
Robbins May & Rich LLP, Pinehurst
Estate Planning/Fiduciary Law Track
In Guns We Trust • Gregory Herman-Giddens,
Trust Counsel, Miami, FL
Litigation Track
FOIA Requests and the Media’s Litigation Against
UNC-CH • Michael J. Tadych, Stephens Martin
Vaughn & Tadych PLLC, Raleigh
Real Property Track
Mechanics’ Lien Agent Law: Practical Aspects of
Implementation • Tabatha L. Cruden, First American
Title Insurance Company, Raleigh
10:50–11:00 Breakout Transition
11:00–12:00p BREAK-OUT SESSION (Select One)
Corporate Track
TBD
Estate Planning/Fiduciary Law Track
Marriage Equality in North Carolina: Select Legal
and Financial Implications for Same-Sex Couples
and Their Families
• Allison M. Meade, Meade Law PLLC, Boone
Litigation Track
Complying with Federal and North Carolina Rules
on Electronic Discovery • Lenor Marquis Segal, Ellis
& Winters LLP, Cary
Real Property Track
Best Practices: Where are We and What Have We
Learned? • Nancy S. Ferguson, Chicago Title Company
LLC, Greensboro
Note: This session is recorded prior to the program
and presented via video replay, as Ms. Ferguson is
attending the NCBA Real Property Section Annual
Meeting in Pinehurst on May 8.
12:00-1:15
@NCBA_CLE
1:15-2:15
Agenda
Networking Lunch (included at Live program only)
Paralegal Division Annual Meeting • Nichole Hutchins,
Craige Brawley Liipfert & Walker LLP,
presiding 2014-2015 Division Chair
BREAK-OUT SESSION (Select One)
Corporate Track
Preparing for the Annual Shareholder’s Meeting
• Matthew A. Cordell, Ward and Smith PA, Raleigh
Estate Planning/Fiduciary Law Track
Retirement Planning with IRAs • Charlie D. Brown, Charlie D. Brown Law Firm
PLLC, Raleigh
Litigation Track
How to Prepare for War: Preparing (and Surviving) a Large Document Case from
Discovery through Trial • Stephanie B. Elliott, NCCP, Gray Layton Kersh Solomon Furr
& Smith PA, Gastonia
Real Property Track
The Rise of eRecording • Ozie H. Stallworth, North Carolina Department of the
Secretary of State, Raleigh
2015 NCBA Paralegal Division Annual Meeting
#379PDM on 5/8/2015
B
NC Bar Association Foundation Registration/Order Form
Print Full Name____________________________________________________________________
Firm/Agency Name________________________________________________________________
Street Address ____________________________________________________________________
PO Box__________________________________________________________________________
City/State/Zip____________________________________________________________________
Daytime Phone/Daytime Fax_________________________________________________________
Email Address_____________________________________________________________________
2:15–2:25
Breakout Transition
for MCLE Credit list both:
2:25-3:25
BREAK-OUT SESSION (Select One)
Corporate Track
Anatomy of a Deal • Brandy B. Milazzo, Milazzo Gamble Schaffer Webb Law PLLC,
Charlotte
Estate Planning/Fiduciary Law Track
They Worked Hard for Their Money: Here’s How to Treat ‘Em Right – Elder Law
Basics • Leigh Anne Kasias, Wyatt Early Harris Wheeler LLP, High Point
Litigation Track
View from the Bench • Judge Richard B. Abernethy, Gaston County District Court
Judge, Gastonia and Judge Jesse B. Caldwell III, Senior Resident Superior Court Judge,
Gaston County, Gastonia
Real Property Track
Closing the Retail Project: Procedures and Checklists to Keep Closing on Track
• Elizabeth W. Voltz, Weatherspoon & Voltz LLP, Raleigh
NC State Bar No. __________________________ NCBA No.____________________________
q Check if any information has changed
> Live and Video Replay Tuition‡
> Program Choice
Live Program q May 8, 2015 Greensboro
(
May 1, 2015)
#379PDM
Video Replays
q Nov. 3 Cary #379BAR
3:25-3:45Break
3:45-4:45
General Session
*Ethical Conundrums for Paralegals: A Morality Play in Seven (or Eight) Acts
• Connie K. Cassatt, NCCP, Crumley Roberts LLP, Greensboro, Warren T. Savage IV,
Lawyers Mutual Liability Insurance Company of North Carolina, Cary and Mark A.
Scruggs, Lawyers Mutual Liability Insurance Company of North Carolina, Cary
Through a series of skits performed by accomplished actors (you), we explore common
ethical conundrums faced by paralegals in all-too-common interactions with clients,
attorneys, and the rest of the firm. Scruggs, Cassatt and Savage take you on a visit to the
dark side of law firm practice and discuss how to find your way out to the light.
> Paperless Material Instructions
Teresa L. Bowling, ACP, NCCP, Manning Fulton & Skinner PA, Raleigh
Stephanie C. Crosby, NCCP, Ward and Smith PA, New Bern
Sarah H. Kaufman, CP, NCCP, Ellis & Winters LLP, Cary
Linda R. Wetherbee, Wyatt Early Harris Wheeler LLP, High Point
Sponsor
$190
$250
q NCBA Member $310
$370
q Non-Member
$370
$430
1. Go to www.ncbar.org/cle.
2. Click “My Course Materials” from right-side navigation.
q Paralegal Division Student Member
Scan here to log in!
Need Help?
Call us at 919.677.8745
or email [email protected]
A limited number of printed books will be available for
purchase at the live program.
100% Paperless
> Payment Options
(at time of printing)
Case-Closed Investigations–morning break
Simply log in and click “My Course Materials”
on the CLE website to digitally download the
materials before the start of your program.
www.ncbar.org/CLE
Brought to you by the North Carolina Bar Association Foundation CLE • www.ncbar.org/CLE
6 tokens
$25
To retrieve paperless materials, available approximately
one week prior to live program, simply follow the
directions below:
5. Download and Save.
•
•
•
•
The following categories include the MCLE fee.
q CLE Passport
4. Click CLE program title.
Program Planners
Rec’vd
Rec’vd less
1 week before than 1 week
program
before program
q NCBA Paralegal Division
Member
3. Log in.
4:45Adjourn
*Indicates portion providing Ethics/Professionalism credit
Early Bird Regular
Tuition includes
digital program materials.
Registration must be received one week prior to program
date for Early Bird tuition.
Join the NCBA
Paralegal Division
Join for $60 per year and save money!
Enjoy reduced tuition for all
Paralegal Division CPE programs.
Contact Jeremy Williams at the NCBA,
[email protected]
or visit http://paralegaldivision.ncbar.org
for more information.
Registration is processed only after payment is received.
Total $__________________
q Check Enclosed–Payable to NC Bar Foundation q Visa/MC/AmEx
Acct. #__________________________________________________________ Exp. Date___________
Signature____________________________________________________________________________
4 ways
to register:
Phone CLE*
Website*
Fax CLE*
Mail*
*Credit card only
*Credit card only
*Credit card only
*Check or credit card
919.677.8745
800.228.3402
www.ncbar.org/CLE
919.677.1774
Attn: Accounting • NCBAF
PO Box 3688, Cary, NC 27519
2015 NCBA Paralegal Division Annual Meeting
2015 NCBA Paralegal Division Annual Meeting
Hotel
Program
HIGHLIGHTS
Contact hotel directly for reservations and guest services. Rates are based on availability. To guarantee your
room at this special rate, contact the hotel today and mention you are with the NC Bar Association.
Grandover Resort and Conference Center
1000 Club Rd • Greensboro
Friday, May 8, 2015
Paralegal Division
•
Greensboro
• Earn 6.0 Hours of CPE, including 1.0 hour Ethics/Professional Responsibility.
• Select a la carte breakout sessions from among four substantive, concurrent tracks in
corporate, estate planning/fiduciary law, litigation and real property.
• Begin and end the day with topical general sessions addressing social media
considerations AND ethical conundrums.
2015 NCBA Paralegal Division
Annual Meeting
Rates:
$162 single/double
Reservations:336.294.1800
Cutoff Date:
April 9, 2015
Group Code:PARA15
*All of the materials for this program will be available for download in advance of the program and we
encourage all program attendees to take advantage of this paperless option. Attendees opting to add a printed
book to their registration may do so by calling the CLE department no later than five (5) business days prior
to the date of the program. Program attendees may purchase the printed manuscript at a discounted rate
based upon our cost to print and will receive the book at the program. Due to printing and shipping lead
times we are unable to accommodate requests for print materials made fewer than five (5) business days prior
to the program.
CLE
On point with hot topics.
H
100%
CPE Credit: 6.0 Hours, including
1.0 Hour of Ethics/Professionalism
Plus 1 Video Replay
Attendees, 2014 NCBA Paralegal Division Annual Meeting
collection box at registration if you would like to donate to families in need.
This is always a well-organized conference. Thank you for continuing to offer this CLE.
non-perishable foods and cleaning supplies are appreciated. There will be a
This was a very good program. Looking forward to next year.
and monetary donations to benefit Crisis Ministry of Davidson County. All
RS
PO Box 3688 • Cary, NC 27519-3688
At this year’s Annual Meeting, the Paralegal Division will be collecting food
A
NCB TION
A
ND
FOU
• FOR N.C. LA
WY
E
RS
YE
AW
Nonprofit Org.
US Postage
PAID
Raleigh, NC
Permit #297
8000 Weston Parkway • Dorsett Auditorium • Site Contact: CLE Department 919.677.8745 or
800.228.3402 (ask for CLE)
(
Nov. 3, 2015)
#379BAR
N.
C.
L
Cary — Tuesday, November 10, 2015 – NC Bar Center
BY
*All video replay program materials are 100% paperless.
See www.ncbar.org/CLE for download instructions.
• FOR N.C. LA
RS
WY
ER
S
To qualify for the Early Bird (
) tuition, registration must be received one week prior to program date.
NC State Bar rules require a minimum number of pre-registered active State Bar members. The NCBAF
reserves the right to cancel any video program prior to the program date if registrations do not meet the NC
State Bar requirement. Some sites require additional registration or evaluation forms. Visit http://www.ncbar.
org/cle/programs/video-replays.aspx to confirm video replay registration and program start times. CLE credit
hours at Video Replays are subject to change.
YE
Video Locations–Litigation Track Only
Friday, May 8, 2015
Grandover Resort and
Conference Center
Greensboro
BY
N.
C.
L
AW
Grandover resort in North Carolina offers the utmost
in guest accommodations with spacious hotel rooms
overlooking the Allegheny foothills and a world-class
golf course. Come visit our luxurious North Carolina
resort encompassing 1,500 acres of manicured
lawns and woodlands, two 18-hole championship
golf courses, fine dining, conference center as well
as a grand Greensboro hotel and spa.
N
ROW
G
E
OM
LIVE PROGRAM
Join paralegals from across North Carolina and attend the 2015 NCBA Paralegal Division
Annual Meeting. This program offers outstanding opportunities to grow professionally,
network with others in your field and attend substantive breakout sessions designed to
educate you and energize your career.
At this advanced-level, one-day program:
• Earn 6.0 Hours of CPE, including 1.0 hour Ethics/Professional Responsibility.
• Select a la carte breakout sessions from among four substantive, concurrent tracks in
corporate, estate planning/fiduciary law, litigation and real property.
• Stay ahead of the curve with sessions on veil-piercing, shareholders’ meetings and
the anatomy of a deal (corporate track).
• Gain a professional advantage with sessions on gun trusts, marriage equality,
retirement planning with IRAs and elder law (estate planning/fiduciary law track).
• Prepare your case, and your client, for mediation and trial with sessions on FOIA
requests, electronic discovery, management of large-document cases and a view
from the bench (litigation track).
• Deepen your understanding of today’s real property climate with sessions on 2013
MLA law (one year out), ALTA’s Best Practices, eRecording and closing retail projects
(real property track).
• Begin and end the day with topical general sessions addressing social media
considerations and ethical conundrums.
@NCBA_CLE
Planned by the
NCBA Paralegal Division
NCBAorg