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The Ohio attorney general’s office filed the lawsuit against Andrea L. West and George W. West, accusing them of misrepresenting themselves as paralegals, or as I like to call them, Paralegal Posers.  About a half-dozen people have filed complaints about the Wests or their business, but the number of victims and money collected by the couple is not known, said Kim Kowalski, a spokeswoman for the attorney general’s office.

Operating as Estate Planning Paralegal Services, the couple collected as much as $5,000 from some people without performing any services, according to the lawsuit.

The lawsuit asks the court to order restitution, impose civil penalties and enjoin the Wests from continuing to operate the program.  The Wests now live in Truth or Consequences, N.M.  Does anyone else get the irony of where they reside now or is it just me?

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I am honored to be named one of the Top 50 Criminal Justice Blogs for the content on my site!  There are several other Paralegals honored as well,  Practical Paralegalism, The Paralegal Mentor, The Empowered Paralegal, Paralegal Gateway Blog, Patti’s Paralegal Page, Paralegal How To, Paralegal Pie and The Estrin Report.  Be sure to check these blogs out if you haven’t already.

You can learn more about the Criminal Justice Degree School here.  

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Paralegal Badge

Image via Wikipedia

Why is it important for California paralegals to keep a compliance log of their continuing legal education?

B & P § 6450 requires a paralegal every two years to certify completion of four hours of mandatory continuing legal education in legal ethics, and four hours of mandatory continuing legal education ineither general law or in an area of specialized law.

The courts are cracking down on attorneys who do not require their paralegals to meet the requirements of B&P § 6450.  There are a number of court cases where paralegal fees were denied or disallowed by the court because the paralegal failed to meet the requirements of § 6450.

The amendment to CRC Rule 7.703 clarifies that paralegals performing services for counsel for fiduciaries in decedents’ estates, conservatorships, and guardianships must satisfy the qualification and continuing education requirements of B&P 6450 for counsel to be eligible for compensation for paralegal services from the estate of decedents for the estate’s extraordinary legal services.


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relationship advice
Image by mugley via Flickr

I love my friends, don’t get me wrong and my best friend, well there is nothing I wouldn’t do for her.  Ok, maybe there are a couple things I wouldn’t do, like give legal advice or put out a hit, but other than that, I can’t think of too much I wouldn’t do when she asks for my help.  No matter how many times I tell my friends I can’t give legal advice, they will call with a question asking “what would you do!”

Take last week, my friend called telling me about a co-worker she has whose new boyfriend was having problems with his old girlfriend. Seems she was following him around town and was even going to his teenage daughter’s workplace causing scenes.  One in particular involved screaming at him when he walked in and accusing him of “giving her a disease!”  So, my friend wanted to know what her co-worker’s boyfriend could do about it.  Sighhhh.  My response was, “I can’t give legal advice.”  As much as I wanted to say something and common sense tells you what a person might be able to do to stop this woman from doing what she is doing, I couldn’t give legal advice.

So, what to do, what to do, ughh.   Don’t you hate when this happens?  You want to just tell them, don’t you?  But you know you can’t and this is where it gets many paralegals in trouble.  I have heard many new paralegals and even seasoned paralegals tell their friends or even clients what they should do, thinking they are only giving them common sense advice in a given situation.  Wrong!  When you are a paralegal, giving advice, even common sense advice, is giving legal advice and it is not allowed at any time, unless your supervising attorney has authorized you to pass on their advice to the client and you must tell them the advice is coming from the attorney, not you.

What I did was tell my friend who the “new boyfriend” could call for advice, like an attorney or the police and ask their advice.   So, I wasn’t giving legal advice, just pointing them in the direction of where to get the legal advice needed. After all, this is who I would contact if I wasn’t a paralegal.   My friend later called me to tell me when the co-worker’s “new boyfriend” contacted the police they immediately issued an EPO (Emergency Protective Order) which immediately stopped the problem, hopefully it will work for the 3 days the EPO is in effect.  We will see what happens when the 3 days are up, but I will not, I repeat, will not, give any legal advice when the EPO runs its course and my friend calls telling me the next saga to this story.  I am sure there will be more to this story, there always is.

So, all of you veteran paralegals, how do you handle this situation when friends or family ask for your “advice.”  I would love to hear and share with our newer paralegals as this is one of the problems we paralegals continually run into on an almost daily basis.

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