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A Practical Guide to Ethics for Paralegals and Legal Assistants

Practical, nuts-and-bolts treatment of common issues

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  • Product Number: 2184288WFM
  • Publication Date: 6/13/2018
  • Edition: 1st Edition 2018
  • Copyright: © 2018 MCLE, Inc.
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  • Product Description
  • Table of Contents
  • Editors & Authors
  • Product Description

    Product Description

    Over the past 20 years, intellectual property law practice has crept into the mainstream of a lawyer's daily work. While familiarity with IP property asset protection was once a narrow specialty, it is now a key element in the "portfolio" of skills of business and commercial lawyers and most litigators. In fact, a sophisticated knowledge of IP is a prerequisite for transactional corporate, business and commercial practice. IP knowledge is power; savvy in this hot area is increasingly valuable and marketable.

    Rather than taking an academic approach to this potentially complex area, MCLE's Intellectual Property Practice cuts straight through erudite laws and regulations, explaining in plain language how to recognize, protect, enforce and value intellectual property claims as they arise in the business context. Topics covered include patent, trademark, trade secret and copyright law and practice.

    Organized according to the major categories of intellectual property practice, this manual first defines the concepts, and then guides the user through how to obtain rights, how to protect a portfolio, the cresting decisions that impact this dynamic area of law, and the many sources of primary law that are constantly shifting and evolving, especially as a result of the Web's influence on the creative process.

    Recent updates:

    • Update: November 2020

      Dear Subscriber:

      Thank you for choosing to keep your intellectual property library up to date with this new edition of Intellectual Property Practice. Inside, you will find new discussions of topics including the following:

      • Random auditing of trademark registrations. See chapter 6 for information on what happens when a registration is audited, and what the owner is required to submit by way of proof of use. The chapter also notes the consequences of failing to provide proof of use.
      • Trademarks; cannabis products. In chapter 6, find a Practice Note pertaining to the Agriculture Improvement Act of 2018, Pub. L. No. 115-334 (the 2018 Farm Bill), which updated the definition of "marijuana" to excise "hemp"—meaning cannabis plants and derivatives such as CBD that contain no more than 0.3 percent THC on a dry-weight basis. The reader is warned about the potential for refusal of registration for certain marks based on the applicant's trade practices.
      • Electronic signatures; online terms of use. Chapter 7 cites a 2020 decision on the issue of electronic signatures, the "E-Sign Act," and the copyright consequences of clicking "I agree" on social media sites.
      • Candor. See chapter 9 for a caution based on a 2020 Court of Appeals decision due diligence and avoiding the fact or appearance of violation of the duty of candor by patentee plaintiffs. The caution discusses potential consequences, including patent unenforceability, sanctions, reputation loss, and disciplinary measures.
      • FDA approval as intellectual property. Chapter 9 addresses the FDA's announcement of its position with regard to limited modifications to the manufacturing of devices approved through the PMA program or the Humanitarian Device Exemption (HDE) program during the COVID-19 public health emergency. Chapter 9 also discusses the FDA's proposed rule, 83 Fed. Reg. 63,127 (Dec. 7, 2019), to establish a process for submitting de novo classification requests as an alternative to a PMA submission.

      We at MCLE trust that you will find this new information useful in your IP practice, and valuable in maintaining your law library.

      Cordially,

      Maryanne G. Jensen, Esq., MCLE Director of Publications

  • Table of Contents

    Table of Contents

    expand all
    Chapter 1 expand

    Being a Career Paralegal and Being Ethical

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    Chapter 2 expand

    Checklist 2.1

    - Self-Audit for a Paralegal’s Approach to CLE and Other Training Opportunities Buy Form

    Checklist 2.2

    - Self-Audit for a Paralegal’s Approach to Avoiding Procrastination Buy Form

    Checklist 2.3

    - Am I Competent? Buy Form

    Exhibit 2A

    - Why Does a Paralegal Need CLE? Buy Form

    Exhibit 2B

    - Suggested Reading to Keep Current with Legal Developments Buy Form

    Exhibit 2C

    - Sources for Paralegal CLE Buy Form

    Exhibit 2D

    - How to Avoid Procrastination in Your Work Buy Form
    Chapter 3 expand

    Maintaining One’s Personal and Professional Integrity

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    Checklist 3.1

    - Considerations for a Paralegal’s Civility Self-Audit Buy Form

    Checklist 3.2

    - Considerations for a Paralegal’s Self-Audit Regarding the Handling of Financial Issues Buy Form

    Exhibit 3A

    - Boston Bar Association Civility Standards for Civil Litigation Buy Form

    Exhibit 3B

    - IOLTA Guidelines: Rules of Professional Conduct Rule 1.15: Safekeeping Property Buy Form

    Exhibit 3C

    - Ten Questions Frequently Asked About IOLTA Accounts Buy Form
    Chapter 4 expand

    Conducting Yourself with Professionalism

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    Checklist 4.1

    - Considerations Relevant to a Paralegal’s Self-Audit Regarding Professionalism Buy Form

    Checklist 4.2

    - Recognizing Signs of Depression in a Colleague (or in Yourself) Buy Form

    Checklist 4.3

    - Do I Have Work-Life Balance? Buy Form

    Exhibit 4A

    - The Duties of a Paralegal Manager Buy Form
    Chapter 5 expand

    Becoming an Integral Part of the Legal Community

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    Checklist 5.1

    - Am I Happy at Work? Buy Form

    Exhibit 5A

    - ABA Model Guidelines for the Utilization of Paralegal Services Buy Form

    Exhibit 5B

    - NALA Model Standards and Guidelines for Utilization of Paralegals Buy Form

    Exhibit 5C

    - Partial List of Pro Bono Opportunities for Paralegals Buy Form

    Exhibit 5D

    - Being Happy at Work Matters Buy Form
    Chapter 6 expand

    Exhibit 6A

    - List of Authorities Designating Material as Impounded, Confidential, or Not Available for Public Inspection Buy Form

    Exhibit 6B

    - Standards for the Protection of Personal Information of Residents of the Commonwealth Buy Form

    Exhibit 6C

    - The Paralegal’s Role in the New World of Cybersecurity Buy Form

    Exhibit 6D

    - Sample Clauses Commonly Included in Confidentiality and Nondisclosure Agreements Buy Form
    Chapter 7 expand

    Avoiding and Disclosing Conflicts of Interest

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    Checklist 7.1

    - How to Identify a Possible Conflict of Interest Buy Form

    Checklist 7.2

    - How to Erect an Ethical Wall Buy Form
    Chapter 8 expand
    Chapter 9 expand

    Distinguishing One’s Role from That of a Lawyer

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    Exhibit 9A

    - Navigating a Path Toward Law School Buy Form

    Exhibit 9B

    - Law School Tuitions in Massachusetts 2017–2018 Buy Form
    Appendix

    Model Code of Ethics and Professional Responsibility and Guidelines for Enforcement

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  • Editors & Authors
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