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The Legal Hold Process for Paralegals

Learn techniques to identify and effectively respond to the process of legal holds.

How to execute a legal hold is an important consideration for virtually every filed or anticipated litigation or government investigation, but it is an evolving area of law with multiple pitfalls to avoid. The legal hold landscape has changed due to the Federal Rules amendments and new case law. For example, proportionality factors may now be considered in setting the scope of legal holds. You will learn legal considerations, best practices, and how to avoid the most common legal hold hazards.

Runtime: 93 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

What Is the Latest Law on Triggers for Legal Holds?

What Should You Be Thinking About Even Before Hold Notices Go out?

5 Elements You Should Consider Including in Every Hold Notice

Dealing With Nontraditional Data Sources

Collection vs. Preservation in Place

Special Issues of Former/Departing Employees and Third Parties

Addressing Noncustodial Data Sources

After the Legal Hold...

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on December 18, 2017.

Call 1-866-352-9540 for further credit information.

  • NALA 1.53 including Ethics 1.53
     
  • This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, for continuing legal assistant education credit required to maintain the CP (Certified Paralegal) credential for 1.53 hours, including 1.53 hours of ethics credit.
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

David R. Cohen

David R. Cohen

Reed Smith LLP

  • Partner and Chair of Reed Smith LLP’s Records & E-Discovery (RED) Practice Group, one of the largest such practice groups of any law firm
  • More than 30 years of experience in a variety of commercial litigation matters, serving as national discovery counsel and assisting many clients and other law firms with e-discovery, information governance, and litigation readiness issues
  • Nationally and internationally recognized by Chambers Global, Chambers US, Super Lawyers, and Who’s Who Legal
  • Frequent author and speaker on e-discovery topics, having designed and presented e-discovery training programs for judges and neutrals around the country, written extensively on the subject, and is a regular presenter at national and international conferences and continuing legal education seminars
  • Active member of The Sedona Conference, Duke/EDRM, the Georgetown Advanced eDiscovery Advisory Board, EDI, ARMA International, and other organizations concerned with e-discovery
  • J.D. degree, Harvard Law School
  • Can be contacted at [email protected] or 412-288-1098
Emily Dimond

Emily Dimond

Reed Smith LLP

  • Associate in Reed Smith’s Records & E-Discovery Group
  • Counsels clients in the pharmaceutical, health care, life sciences, financial services, and manufacturing industries on the management and discovery of electronic information, including e-discovery strategy, compliance and risk management, and the remediation of legacy data (both paper and electronic), as well as the development of policies and procedures for the preservation, collection, review, and production of electronically stored information
  • Regularly advises on data preservation and legal hold issues, and currently serves as National Discovery Counsel for two large manufacturing clients
  • J.D. degree, Duquesne University School of Law
  • Can be reached at [email protected] or 412-288-5257
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Product ID: 399664
Published 2017, 2018
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