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February 22 @ 9:00 am - 5:00 pm EST

From the first phone call to the final hearing, this one-day CLE will discuss tips, strategy, and procedures for a paralegal to navigate through a family law case as presented by attorneys, paralegals, and experts with input from the bench. Paralegals can submit questions before and during the seminar.

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SCHEDULE

9:00 AM – 9:05 AM
Welcome Remarks
Jamie M. Epstein, Esq. Chorowski Clary Saoji Epstein, P.A. – Ft Lauderdale, FL
Kristin Kirkner, Esq. Kirkner Family Law Group, P.A. – Tampa, FL

9:05 AM – 9:35 AM
First Things First: Intake, Screening, Conflict Checks and Getting the Case Started
Speakers will discuss the proper considerations when conducting an initial intake such as ensuring no conflicts exist in the attorney’s representation and taking steps to determine if the client and the case will be a good fit for the firm.
Yolanda L. Fox, Esq. Fox Family Law Center, P.A. – Ft. Lauderdale, FL
Roberta DeFoor, FRP Brodzki Jacobs – Coral Springs, FL

9:35 AM – 10:20 AM
Mandatory Disclosure: Strategies to Identify and Disclose Assets and Liabilities
Speakers will teach how to analyze mandatory disclosure documents to determine if the opposing party has identified and disclosed all assets and liabilities and how to determine if any of those assets or liabilities may be non-marital or contain a non-marital component.
Jennifer A. Patti, Esq. Brodie Friedman, P.A. – Boca Raton, FL
Kristin Turner, FRP Greenspoon Marder LLP – Ft. Lauderdale, FL

10:20 AM – 11:20 AM
Financial Affidavits: Preparing Your Client’s Affidavit and Analyzing the Opposing Party’s Affidavit
Speaks will teach ways to properly prepare a Financial Affidavit that will withstand cross examination and how to point out any deficiencies in the opposing party’s Financial Affidavit.
Nancy K. Brodzki, Esq., B.C.S Brodzki Jacobs – Coral Springs, FL
Nicholas Gutzmer, CPA, CVA, MAcc Smolin, Lupin & Co., LLC
Alex Krasnomowitz, CPA, CVA, MBA Smolin, Lupin & Co., P.A.

11:20 AM – 12:05 PM
Discovery Beyond Mandatory Disclosure: How to Get What You Need
Speakers will discuss how to effectively obtain discovery responses outside of Mandatory Disclosure including the drafting of motions, contacting the opposing counsel’s office, etc. and how to draft discovery requests to ensure the necessary documents are requested.
Elisha D. Roy, Esq., B.C.S. Sasser Cestero & Roy PA – West Palm Beach, FL

12:05 PM – 1:00 PM
Lunch

1:05 PM – 1:35 PM
We’re All in this Together: Effectively Working with Opposing Counsel and Staff
Speakers will discuss how to address difficulties encountered with contacting opposing counsel’s offices and how to effectively communicate to opposing counsel’s office.
Tiffany Mody, Esq. Birnbaum, Lippman & Gregoire, PLLC – Ft. Lauderdale, FL
Jeannette D. Genova, FRP Genova Family LawWeston, FL

1:35 PM – 2:05 PM
Help Us Help You: Tips from the Court About Scheduling and Submitting Documents
Speakers will discuss the preferences of the Court, things to do and not do when communicating with the Court and how to properly submit documents to the Court for hearings, trial, and when requesting hearings.
Geavonna Lapmarado Broward County Courthouse – Ft. Lauderdale, FL
Magistrate Diane Kirigin South County Courthouse – Delray Beach, FL

2:05 PM – 2:50 PM
Beyond Discovery: Addressing Children’s Issues and Parenting Plans
Speakers will discuss specific requirements when drafting Parenting Plans and provisions that should be within the Parenting Plan to avoid unnecessary future litigation.
Marck J. Joseph, Esq. The Joseph Law Firm, P.A. Miami, FL
Claribel Galvez, FRP Law Offices of Forrest & Forrest, PLLC – Fort Lauderdale, FL

2:50 PM – 3:00 PM
Break

3:00 PM – 4:00 PM
Preparing for Hearing and Trial: How to Assist your Attorney in Presenting an Effective Case
Speakers will discuss the best ways for paralegals to assist their attorney in preparing for trial, including but not limited to witness location, exhibit preparation, subpoenas, depositions, client preparation, and scheduling.
David L Hirschberg, Esq., B.C.S. Gladstone Weissman Hirschberg & Gladstone Weissman Hirschberg & Schneider P.A. – Boca Raton, FL

4:00 PM – 4:25 PM
Know the Limits: Unlicensed Practice of Law/Paralegal Ethics
Speakers will reiterate the Rules Regulating the Florida Bar and discuss the limits of the paralegal’s communications, filings, and job duties to ensure the paralegal does not violate the law and risk prosecution for the unlicensed practice of law.
Sarah E. Kay, Esq., B.C.S. Kay Family Law PLLC – Tampa, FL

4:25 PM – 4:55 PM
Ask Away! A Panel Discussion and Open Forum for Questions
Panelists will be available for a discussion from the audience members to answer any questions regarding the abovementioned topics.
Sarah E. Kay, B.C.S,
Tiffany Mody, Esq.,
David Hirschberg, Esq.
Jennifer Patti, Esq.

4:55 PM – 5:00 PM
Closing Remarks
Jamie M. Epstein, Esq. Chorowski Clary Saoji Epstein, P.A. – Ft Lauderdale, FL
Kristin Kirkner, Esq. Kirkner Family Law Group, P.A. – Tampa, FL

Details

Date:
February 22
Time:
9:00 am - 5:00 pm EST
Event Category:

Venue

West Palm Beach Marriott
1001 Okeechobee Boulevard
West Palm Beach, FL 33401 United States
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Phone
561-833-1234
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The business of the Family Law Section, whether informal or formal, shall not be recorded in any manner, through any medium, at any time by any participants without the prior written consent from the Section Chair. However, if you are a person with a disability who needs accommodations in order to participate in Section activities, you are entitled to the provision of certain assistance. Please contact the Family Law Section Chair at least seven (7) days before the event to request accommodations.