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Paralegals Guide to Unauthorized Practice of Law

July 22, 2020 1:00 PM EST | 02:30 PM EST

Training Duration = 90 min              Sponsored by Lorman

Click Here to register $199.00

Click Here to register and receive downloadable recording $268.00

Gain an understanding of pitfalls relating to the unauthorized practice of law and how to avoid them.

Today, you can find paralegals working side by side with other members of the legal team in every law office and many corporations. Paralegals meet with clients, assist in drafting legal documents, perform legal research and support with multiple tasks and projects under the supervision of a licensed attorney. In their day-to-day activities, they, as well as their supervising attorneys, should be able to prevent ethics violations and be aware of and remember the importance of avoiding the Unauthorized Practice of Law (UPL). This topic will address what UPL is, how it plays out in modern legal practice, how it can affect practicing attorneys and paralegals, and how attorneys and paralegals can avoid negative consequences from it.

 

Agenda

Unauthorized Practice of Law
  • Definition
  • Why Licensed Attorney Should Care About UPL
  • NFPA Model Code of Ethics and Professional Responsibility
    • Competence and Diligence
    • Confidentiality
    • Conflict of Interest
    • Professional Integrity and Honesty
  • A Rogue Paralegal – Who They Are?
How to Utilize Paralegals
  • Paralegal vs. Legal Assistant
  • Substantive Legal Work
  • Administrative Hearings
  • Attorneys Responsibility to Supervise
Freelance vs. Independent Paralegal
  • Non-Lawyers Beware
  • Misleading Advertisement and Information

Faculty

Mariana Fradman, MBA

New York City Paralegal Association

  • Senior specialist with the Real Estate and Investments Group in the Office of the General Counsel at New York Life Insurance Company
  • Adjunct professor at Long Island University, Brooklyn Campus, teaching ethics, business law, contracts and real estate law at the ABA-approved Paralegal Certificate Program
  • Over twenty years of experience specializing in commercial real estate transactions (acquisitions/sales, air/development rights transfers, joint ventures, mortgage lending (bond and affordable housing), energy projects, community development, not-for-profit and mixed use, strategic planning, workouts and 1031 exchanges, project and space leasing); corporate and corporate housekeeping; M&A transactions and financial restructuring
  • Presented at various continuing legal education seminars in person and online, including, but not limited to Long Island University, Brooklyn Campus, New York Career Institute, Lorman Education Services, Paralegal Knowledge Institute, Clear Law Institute and at numerous CLE seminars presented by NYCPA; she was awarded the "Distinguished Faculty" badge by Lorman Education Services, February 2014
  • Mariana’s articles were published on The Paralegal Society Blog, The Paralegal Resource and the National Paralegal Reporter
  • Vice president, CLE chairperson and mentor program chairperson at New York City Paralegal Association, Inc. (NYCPA); an ethics and professional responsibility coordinator for the National Federation of Paralegal Associations (NFPA), and is a member of NFPA's Ad Hoc Committee on Rogue Paralegals
  • Can be contacted at 917-841-1204 or cle@nyc-pa.org