Sandi Miller and Michelle Kee will give a brief overview of the role a probate referee plays in the probate process, give some examples of problems or difficulties that can arise, (procedural or specific kinds of property), and explain some things lawyers can do to make the process easier for the referees and more expedient for counsel.

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Placer County Legal Professionals Association and Sacramento Legal Secretaries Association present Legal Professionals, Incorporated 2nd Quarterly Conference.

Date: November 11-13, 2022
Location: HILTON ARDEN-WEST, 2200 Harvard Street, Sacramento, CA 95815

Follow the Yellow Brick Road…

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Legal Specialization Sections Seminars

Session 1 – Saturday, November 12, 2022 – 11:00AM – 12:00PM
Ethics – California Rules of Professional Conduct: Competence, Scope of Representation, Diligence, Communication and Fees

Session 2 – Saturday, November 12, 2022 – 1:45PM – 2:45PM
Ethics – California Rules of Professional Conduct: Confidentiality of Information, Conflicts of Interest, Safekeeping Property, Duties to Prospective Clients, Legal Advice and Safeguards

Session 3 – Saturday, November 12, 2022 – 3:15PM – 4:15PM
Calendaring/Time Computations

LPI Technology Seminars

Session 1 – eDiscovery 101
Saturday, November 12, 2022 – 11:00AM-12:00PM

Session 2 – PowerPoint 101
Saturday, November 12, 2022 – 1:45PM-2:45PM

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Join us as we learn some MORE skills in Excel

• Formulas are more than just adding and subtracting
• Pivot Tables can make your analysis more interesting
• and More…

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Four live webinars offering MCLE/CCLS credit!

• Civil, Federal, Specialty – Ethics: Review of The California Rules of Professional Conduct, Part One – 9:00am – 10:00am
• Civil, Federal, Specialty – Ethics: Review of The California Rules of Professional Conduct, Part Two – 10:15am – 11:15am
• Probate, Family Law, Criminal – Ethics and Client Trust Funds – 12:00pm – 1:00pm
• Federal, Specialty – Attorney-Client Privileged Communications and Considerations Relating Thereto – 1:30pm – 2:30pm

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LPI will be offering its Beginning Legal Secretarial Training Course online. This course will be an eight week, work-at-your-own-pace online session commencing January 10, 2023 and ending March 7, 2023.

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LPI will be offering an online course on an Overview of California State Court Discovery. This course will be a six-week, work-at-your-own-pace online sessions running January 10, 2023 – February 21, 2023.

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Join us as we uncover the mystery to fixing frustrating formatting issues in Word.

Registered attendees can provide a sample “problem” document one week prior to the training and the teacher will demonstrate how to fix the formatting.

Minimize the time you spend fixing uncooperative formatting issues with simple steps to achieve more efficiency.

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LPI is offering this 15-week, online course running from January 11, 2023 through April 12, 2023.

Each course will be a live, real-time, interactive course conducted via Zoom. Students will have in-class group labs via breakout rooms, as well as outside class assignments.

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If you are interested in studying for the California Certified Legal Secretary (“CCLS”) Exam,** join LPI’s CCLS Online Study Group.

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The State Bar of California has now implemented Bus. & Prof. Code section 6070.5, which requires one hour of implicit bias and strategies to reduce it. Though unintentional, this bias can still be influential in the workplace. Learn how to recognize and reduce implicit bias, improving the morale and assurance for all employees in the workplace.

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