attorney resources

This page includes sample legal forms (e.g. simple wills, POA, AHCD) and materials provided at ALRP’s free Continuing Legal Education (CLE) trainings for attorneys. These materials are provided to attorneys for educational purposes, and are not intended for use by those seeking legal counsel or representation.

JUMP TO A SECTION:
Getting Started
Wills & Estate Planning
Landlord/Tenant & Real Estate
Immigration
Employment
Insurance & Employee/Public Benefits
Family Law
Tax
Miscellaneous


GETTING STARTED

ALRP Fee Protocol
Sample Panel Attorney Retainer Agreement
CA Bar Sample Written Fee Agreement Forms

Sample Estate Planning Legal Services Agreement (pdf)

Sample Estate Planning Legal Services Agreement (doc)


WILLS & ESTATE PLANNING


Simple Wills
Compiled by Boone Callaway, Esq.
October 5, 2012

Will Intake Form
Will Form
Advance Health Care Directive
Uniform Statutory Form Power of Attorney (updated 2013)
Probate Code 811 Excerpt
Testamentary Docs

Additional Materials by Mark Senick, Esq.
January 10, 2012

Client Questionnaire
Authorization for Release of Protected Health Information
Personal Property

Useful Websites for Advance Health Care Directives:
California Medical Association AHCD Information & Kit
CA Attorney General AHCD Checklist & Sample Form


Wills & Trusts for LGBTQ Couples after DOMA
Compiled by Linda Scaparotti, Esq.
October 1, 2013

Estate Planning for Same-Sex Couples after DOMA
Practical Applications after DOMA & Prop 8
“After DOMA: What It Means for You” LGBT Organizations Fact Sheet Series


Preserving a Client’s SSI and Medi-Cal Eligibility by Using the Special Needs Trust
Compiled by Kevin Urbatsch, Esq.
December 6, 2011

Special Needs Trust Primer


Navigating Ethical Issues in the Estate Planning Process
Compiled by Bill Ambrunn, Esq.
October 12, 2011

Ethical Issues in Estate Planning PowerPoint


Starting Your Own Estate Planning Practice
Compiled by Jon Vaught, Esq., and Amir Atashi Rang, Esq.
October 25, 2010

Estate Planning Practice Outline
Estate Planning Questionnaire
Sample Estate Planning Legal Services Agreement (pdf)
Sample Estate Planning Legal Services Agreement (doc)


End of Life Planning 101 – A Review of the Fundamentals of End of Life Planning
Compiled by James Wood, Esq.
March 9, 2017

Quality Estate Planning PowerPoint Presentation
Power of Attorney Basics/Estate Planning/Living Trusts
Do I Need A Will?
Healthcare Directive Forms
Uniform Statutory Form – Power of Attorney

LANDLORD/TENANT & REAL ESTATE


Introduction to Eviction Defense
Compiled by Ora Prochovnick, Esq.
March 5, 2013

SF Eviction Defense Training Outline
2012 Eviction Defense Manual
Eviction Flow Chart


Defending Evictions from Federally-Subsidized Housing
Compiled by Kent Qian, Esq., of the National Housing Law Project
October 10, 2012

Subsidized Housing PowerPoint


Assisting Homeowners & Tenants Affected by the Foreclosure Crisis
Compiled by Maeve Elise Brown, Esq., of HERA
May 30, 2012

Foreclosure Law PowerPoint Presentation


Affirmative Lawsuits in Housing
Compiled by Fred Feller, Esq.
February 7, 2012

Tenant Remedies in Residential Housing Disputes
Major Cases Related to Tenant Remedies
Tenant Related Civil Codes


Introduction to Landlord/Tenant Law
Compiled by Mary Catherine Wiederhold, Esq.
October 26, 2011

Landlord Tenant Training Packet
Austral Housing Inspections


Reasonable Accommodations in Housing
Compiled by Deborah Thrope, Esq. of the National Housing Law Project
November 10th, 2016

Reasonable Accommodation and Modifications for People with Disabilities – PowerPoint Presentation

Housing Case Training Exercise


 

IMMIGRATION


Immigration Options for Bi-national Couples after DOMA
Compiled by Kelly McCown, Esq.
September 26, 2013

Immigration Options for Same-Sex Couples After DOMA PowerPoint
Where Can We Marry – Immigration Equality
Matter of Zeliniak
Post-DOMA Immigration Fact Sheet


Immigrant Eligibility for Health Care and Public Benefits in California
Compiled by Tanya Broder, Esq., National Immigration Law Center
June 4, 2013

Overview of Immigrant Eligibility for Federal Programs
“Lawfully Present” Individuals Eligible under the Affordable Care Act
Access to Health Care and Benefits for Immigrants in California PowerPoint
Federal Guidance on Public Charge
Major Benefit Programs Available to Immigrants in California
NILC FAQ on Healthcare Reform


Introduction to Immigration Law
Compiled by Otis Landerholm, Esq.
October 2, 2012

Introduction to Immigration PowerPoint Slides


Immigration Law: Deportation Defense
Compiled by Rochelle A. Fortier Nwadibia, Esq.
June 27, 2012

Deportation Defense Slides
Deportation Defense Handouts


Current Issues for LGBT Immigrants
Compiled by Cara Jobson, Esq.
October 5, 2011

Immigration Training Packet


Introduction to Immigration Law
Compiled by Grace Alano, Esq.
May 12, 2011

Introduction to Immigration PowerPoint


Introduction to Asylum Based on Sexual Orientation and/or Gender
Compiled by Amie Miller, Esq.
December 1, 2010

Asylum Training Outline


Immigration Law: Family, Business, & Consular Processing
Compiled by Kathleen Lord Black, Esq., and Zuzana Goldstein, Esq.
September 28, 2010

Sample Naturalization Application
Sample Adjustment of Status Application
Consular Processing Steps
Family-Sponsored Preferences


Know Your Immigration Rights Flyer
Compiled by Ana Montano, Esq.
November 10, 2016

Know Your Rights! Flyer (English)
Conozca Sus Derechos! (Know Your Rights) Flyer (Spanish)
Know Your Rights Guide (English)
Conozca Sus Derechos Guide (Spanish)


Intermediate Removal Defense: Practice Pointers and Strategies in Immigration Court
Compiled by Gene Sverdlov, Esq.
March 24, 2017

Removal Defense Primer Outline
SB 674 Immigrant Victims of Crime Equity Act
SF Office of the Chief Counsel Electronic Service Fact Sheet
The 180 Day Asylum EAD Clock Notice
Waiving the Fraud Flag or How to Flag the Right Waiver

EMPLOYMENT


The EEOC Process and the Rights of Federal Employees
Compiled by Wendy Musell, Esq.
May 6, 2013

EEOC Process and the Rights of Federal Employees PowerPoint
EEOC Hearing Request Form
12.08.16 Acknowledgment and Order
12.08.16 Designation of Representative Form
Deadlines Flow Chart
Informal Complaint Form
NASA Formal Complaint Form
Frequently Asked Questions About The Federal Sector Hearing Process


Employment Law: Updates on Disability Discrimination in the Workplace
Compiled by Noah Lebowitz, Esq.
February 6, 2013

FEHC Modified Amended Disability Regulations
12926 Definitions Regarding Unlawful Practices
12926.1 Physical and Mental Disabilities
12940 Unlawful Employment Practices
ADA Performance Standards


The Harassment & Retaliation Causes of Action under the Fair Employment & Housing Act (FEHA)
Compiled by Francis Shehadeh, Esq.
April 5, 2011

FEHA Claims Outline
Exhibit A – Retaliation Jury Instructions & Authorities
Exhibit B – Harassment Jury Instructions & Authorities
Exhibit C – Sample Verdicts
Exhibit D – Sample Special Interrogatories


Reasonable Accommodations in the Workplace
Compiled by Alexis Alvarez, Esq.
December 1, 2016

RA in the Workplace PowerPoint Presentation
Accommodation Hypothetical Exercises Worksheet


Navigating Employment Law Issues Impacting People Living with HIV/AIDS
Compiled by Emily Nugent, Esq. and Emily Thiagaraj, Esq.
March 16, 2017

Employment Law Issues for People Living with HIV/AIDS PowerPoint Presentation
Case Study #1
Case Study #2


 

INSURANCE & EMPLOYEE/PUBLIC BENEFITS


Immigrant Eligibility for Health Care and Public Benefits in California
Compiled by Tanya Broder, Esq., National Immigration Law Center
June 4, 2013

Overview of Immigrant Eligibility for Federal Programs
“Lawfully Present” Individuals Eligible under the Affordable Care Act
Access to Health Care and Benefits for Immigrants in California PowerPoint
Federal Guidance on Public Charge
Major Benefit Programs Available to Immigrants in California
NILC FAQ on Healthcare Reform


Pre-litigation Strategies for Health and Disability ERISA Claims
Compiled by Teresa Renaker, Esq., and Julie Wilensky, Esq.
April 23, 2013

Strategies for Disability ERISA Claims
PPACA Internal and External Review and Employee


Insurance Coverage and “Bad Faith” Litigation
Compiled by Guy Kornblum, Esq.
June 14, 2012

CEB Insurance Bad Faith Basics, Part I
CEB Insurance Bad Faith Basics, Part II


Social Security Eligibility Hearings
Compiled by Patrick Kelly, Esq.,
March 7, 2012

Applicable Law
12 Biggest Mistakes Claimants Make
Grid Table
Listing of Impairments


Uncontested Divorces
Compiled by Brent Seymour, Esq.
March 20, 2014

Petition-Marriage (Family Law)


 

FAMILY LAW


Introduction to Marital Dissolution
Compiled by Joann Babiak, Esq.
November 28, 2012

Marital Dissolution PowerPoint Slides
Marital Dissolution Outline
Sample Marital Settlement Agreement
Sample Community Debt and Payment Record
Dividing the Debts in a California Divorce
Forms available on www.courts.ca.gov/forms.htm


Introduction to Guardianship Law
Compiled by Karen Alicia Davis, Esq.
December 14, 2011

Cover and Bio
Guardianship Training Outline


Consensual Dispute Resolution in LGBTQ Separation and Divorce
Compiled by Dylan Miles, Esq., Heba Nimr, Esq., and Charles Spiegel, Esq.
March 29, 2011

Advantages of Consensual Dispute Resolution
Collaboratively Negotiating Agreements with Same Sex Partners
The Parent Trap – Making Divorce Easier for Children
Nothing Wrong with Pre-Nups


TAX


Negotiating with the IRS & Franchise Tax Board: Offers in Compromise
Compiled by Joan Rodman, Esq.
December 12, 2012

IRS & FTB Offers in Compromise Presentation


Navigating Federal and State Tax Liability from Inception to Appeal
Compiled by Adria Price, Esq., and Dina Bronshtein Segal, Esq.
April 25, 2012

Internal Revenue Service Packet
Franchise Tax Board Packet


 

MISCELLANEOUS


Applied Mindfulness for Attorneys: Substance Abuse Awareness
Compiled by Kim Nicol, Esq.
November 7, 2013

Mindfulness and Substance Abuse Handout
How to Meditate
Free CEB Program! Sustainable Success: Mindfulness for Lawyers


Using State and Federal Law to Protect Debtors from Collections Harassment
Compiled by Noah Zinner, Esq., Housing and Economic Rights Advocates
October 2, 2013

Statutory Consumer Rights in Debt Collection and Credit Reporting Outline
Income and Assets Exempt from Collection in CA


Substance Abuse in the Legal Profession: Prevention, Detection, and Treatment
Compiled by David Mann, Esq., The Other Bar
May 29, 2013

Addiction and the Brain
Addiction and the Legal Profession (CED)
Attorneys – Alcoholics and Addicts
Other Bar Speaker Biography
The Other Bar: Supporting Recovery in the Legal Community
24 Hour Hotline 1-800-222-0767


The Nuts & Bolts of Handling a Motor Vehicle Accident Case
Compiled by Michelle Mandel, Esq.
May 15, 2012

Accident Training Outline
Accident Training Packet


Fighting Traffic Cases Through Trial
Compiled by Russell Goodrow, Esq.
March 20, 2012

Traffic Training Outline


Workforce in Transition: Creating Legal Workplaces and Practices Free from Gender Identity Bias
Compiled by Matthew Wood, Esq.
September 27, 2011

6 Tips for Lawyers Working with Transgender Clients & Co-Workers
San Francisco Municipal Code
Summary of California State Law


Confidentiality & HIV
Compiled by James Wood, Esq.
October 27, 2016

Sample Confidentiality Claim
Secondary Authorities Regarding Confidentiality
California HIV Law 2009
The Right to Privacy – PowerPoint Presentation
AIDS Law Manual – Chap 16: Confidentiality
Complete AIDS Law Manual


Ethics: Interacting with Clients with Impairments
Compiled by Jerome Fishkin, Esq.
May 24, 2011

Ethics Training Outline


Interacting with Clients with Disabilities (Focus on Mental Health Disabilities)
Compiled by Cassie Springer-Sullivan, Esq.
December 9, 2010

Clients with Disabilities Slides
Request for Review Checklist


Creating Workspaces Free from Gender Identity Bias
Compiled by Sasha Buchert, Esq.
January 7, 2014

Gender Identity Bias Training PowerPoint

Compiled by Shawn Meerkamper, Esq.
December 7, 2016

Employment Law and Transgender Clients
Lusardi v. McHugh Decision
Model Transgender Employment Policy
Tips for Lawyers Working with Transgender Clients Brochure


Representing Clients with Mental Health and Substance Abuse Issues
Compiled by Brandon Lawrence, Esq., Zeenat Hassan, Esq., and Jaime Rush, Esq.
November 2, 2016
Listening Skills Self-Assessment Handout


Bankruptcy S&M: A Simple & Methodical Introduction to Bankruptcy
Compiled by Jeff Curl, Esq.
March 8, 2017

Bankruptcy Training Outline
Sample Bankruptcy Client Questionnaire