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Written Discovery Planning

1.5 hours MCLE Credit including 0.5 hours in Legal Ethics

 

A good discovery plan will enable you to maximize results and minimize frustration. Our panel of expert litigators will discuss the rules and the realities of discovery, and share their thoughts on best practices. Join us to learn the strategies and techniques for optimizing your written discovery plan.

A good discovery plan will enable you to maximize results and minimize frustration. Our panel of expert litigators will discuss the rules and the realities of discovery, and share their thoughts on best practices. Join us to learn the strategies and techniques for optimizing your written discovery plan.

Program Highlights:

  • Tailoring your discovery plan to a particular case or issue
  • Staying within time limits, cutoffs, and numerical limitations
  • Local court rules
  • Ethical constraints affecting discovery methods
  • Sanctions for misuse
  • The concept of proportionality
  • Drafting tips for discovery of documents—describing the category with reasonable particularity
  • Crafting interrogatories to get responsive & useful information
  • When and how to use supplemental interrogatories
  • Intelligent use of your 35 allotted requests for admissions to nail down facts and issues
  • "Genuineness of documents" requests to establish foundation
  • Fee and cost awards for unjustifiable failures to admit

This is an advanced level program and assumes substantial litigation experience.

On Demand CP59924-191

Recorded 11/15

 

A good discovery plan will enable you to maximize results and minimize frustration. Our panel of expert litigators will discuss the rules and the realities of discovery, and share their thoughts on best practices. Join us to learn the strategies and techniques for optimizing your written discovery plan.

Program Highlights:

  • Tailoring your discovery plan to a particular case or issue
  • Staying within time limits, cutoffs, and numerical limitations
  • Local court rules
  • Ethical constraints affecting discovery methods
  • Sanctions for misuse
  • The concept of proportionality
  • Drafting tips for discovery of documents—describing the category with reasonable particularity
  • Crafting interrogatories to get responsive & useful information
  • When and how to use supplemental interrogatories
  • Intelligent use of your 35 allotted requests for admissions to nail down facts and issues
  • "Genuineness of documents" requests to establish foundation
  • Fee and cost awards for unjustifiable failures to admit

This is an advanced level program and assumes substantial litigation experience.

WILLIAM A. MUÑOZ

WILLIAM A. MUÑOZ

WILLIAM A. MUÑOZ is the managing shareholder of the firm's Sacramento office and is licensed to practice in California and Nevada. He practices in state and federal court, primarily focusing on the defense of professionals, including attorneys, real estate agents/brokers, real estate appraisers, and insurance brokers. Mr. Muñoz is a certified specialist in Legal Malpractice Law by the California State Board of Specialization. Mr. Muñoz also advises and counsels employers on employment related issues including employee handbooks, offer letters, separation agreements, sexual harassment training, workplace investigations, and defends employers in wrongful termination/harassment, wage and hour and discrimination claims.

SUMMER M. SMITH

SUMMER M. SMITH

SUMMER M. SMITH, a partner in Archer Norris’s San Francisco office, brings substantial experience and in-depth knowledge to the firm’s litigation group. Her practice focuses on business and commercial litigation, along with the representation of professionals.

Throughout her 10+ years of legal practice, Summer has demonstrated her strength and skill as a litigator. She defends claims of product liability, malicious prosecution, abuse of process and intentional torts. She also assists and represents professional fiduciaries in the administration of their obligations to clients. Serving as counsel for litigated matters facing professional fiduciaries, she also advises on obligations owing to beneficiaries. Summer’s representation includes advice about the management of trust assets, and occasionally tenant rights and obligations when trust assets include residential properties.

Summer has been named to the Super Lawyers Magazine “Rising Star” list for the years 2009 through 2014.

Products specifications
PRACTICE AREA Civil Litigation & Torts
SUBTOPICS Evidence and Discovery
PRODUCT GROUP CLE
REQUIRED SUBJECTS Legal Ethics
Products specifications
PRACTICE AREA Civil Litigation & Torts
SUBTOPICS Evidence and Discovery
PRODUCT GROUP CLE
REQUIRED SUBJECTS Legal Ethics