paralegal

BASF Paralegal Progressive Writing Workshop

For Paralegal Studies Students:

The Bar Association of San Francisco (BASF) Paralegal Section presents the Paralegal Progressive Writing Workshop, a three-part series.

Paralegal Writing Workshop - Two Types of Legal Writing

Class 1 | Monday, August 14 | Noon - 1:15 p.m. 
MCLE: 1 Hour
Clear and Concise Writing - Clear sentence structure benefits your reader. Choose your words wisely. Avoid jargon and legalese. Write in active voice. Use proper punctuation.

Class 2 | Monday, August 21 | Noon - 1:15 p.m. 
MCLE: 1 Hour
Persuasive Writing - Convince your reader to “buy in” to your argument. Convince the opposition to agree with your opinion. Writing persuasively is an art form.

Class 3 | Monday, August 28 | Noon - 1:15 p.m. 
MCLE: 1 Hour
Interactive Writing Workshop - Learn how to implement the tips and tools they have learned in classes one and two to prepare a brief memorandum or demand letter.

Schedule

Dates and Times
Dates Monday, August 14, 2023
Monday, August 21, 2023
Monday, August 28, 2023
MCLE Registration 11:30 a.m. - Noon
Virtual Program Noon - 1:15 p.m.

MCLE Credit

This is a three-day event. You must attend all three days to receive the three hours in MCLE credit.

Topics

  • Active Voice 
  • Concise Sentence Structure 
  • Effective Word Choice 
  • Jargon and Legalese 
  • Persuasive Writing 

Presenter

Jackie Van Dyke
Adjunct Faculty - University of San Diego School of Law 
Certified Paralegal, Writing Coach, Online Course Creator at The Paralegal Writer™ 
Professor of Paralegal Studies - The George Washington University, College of Professional Studies

ABA Workshop: Preparing Estate Tax Returns, Part II

This session will continue the review and discussion of Form 706. In this program, the speakers will discuss QTIP elections and how to complete Schedules J through O of Form 706, as well as several important generation-skipping transfer ("GST") tax elections, and how to address payments for illiquid estates.

Free for ABA Student Members

Membership in the ABA is free for Paralegal Studies students. See ABA Free Student Membership for information on how to join.

ABA Workshop: Preparing Estate Tax Returns, Part I

This program will provide an introduction to several key concepts related to the preparation and filing of estate tax returns. Panelists will discuss how to determine if you need to file an estate tax return, whether a Form 8971 needs to be filed as well, how to value the estate for purposes of the return, how to complete Schedules A through I of Form 706, portability, and more.

Free for ABA Student Members

Membership in the ABA is free for Paralegal Studies students. See ABA Free Student Membership for information on how to join.

ABA Workshop: Income Tax Returns in Estate Administration, Part II

This program will continue the discussion of the timing, preparation, and filing of income tax returns in an administration. Panelists will cover topics such as how to determine where to take deductions (estate tax return vs. income tax return) and income in respect of a decedent (IRD).

Free for ABA Student Members

Membership in the ABA is free for Paralegal Studies students. See ABA Free Student Membership for information on how to join.

ABA Workshop: Income Tax Returns in Estate Administration, Part I

This program will introduce attendees to several important issues regarding the timing, preparation, and filing of income tax returns for decedent and an estate. Panelists will discuss the coordination of income tax returns with the administration process, the information needed for the returns, and the 65-day rule.

Free for ABA Student Members

Membership in the ABA is free for Paralegal Studies students. See ABA Free Student Membership for information on how to join.

ABA Workshop: Preparing Accountings and Releases

The program will review the use and importance of keeping a fiduciary accounting, as well as the uses of release agreements in the administration of estates. Speakers will discuss best practices and provide practical insight on both accountings and release agreements.

Free for ABA Student Members

Membership in the ABA is free for Paralegal Studies students. See ABA Free Student Membership for information on how to join.

ABA Workshop: Payments and Distributions in Closing Out the Estate

In this program, the speakers will discuss several important issues related to distributing property from and closing out an estate. They will discuss when it is appropriate to make distributions and re-title assets, the implications of claims made by creditors, funding trusts and understanding funding formulas, and more.

Free for ABA Student Members

Membership in the ABA is free for Paralegal Studies students. See ABA Free Student Membership for information on how to join.

Paralegal Studies - SFLPA Brown Bag Webinar - June 2023

Workshop for Paralegal Studies Students
Corporations and LLCs 101 

Presented by: Vivian Shreve, CCLS

Vivian Shreve has been a legal secretary/assistant for more than 40 years. Vivian has been an Executive Assistant at Wilson Sonsini Goodrich & Rosati in Palo Alto, California since 2008. Vivian is the current President of SCCoLPA, where she has been a member since 2013, and she is the current CCLS Chair for Legal Professionals Inc. She is passionate about the legal field and about SCCoLPA and is looking forward to her term as President. 

In her spare time, Vivian enjoys cooking for her family, spending as much time as possible with her three grandsons, working with her 5-year old German shepherd and playing softball.

June Flyer (PDF)

MCLE

San Francisco Legal Professionals Association is an accredited MCLE Provider through Legal Professionals, Incorporated, an approved provider. SFLPA certifies that this seminar has been approved for one minimum continuing education credit in the amount of 1.0 hour by the State Bar of California.

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