2 Ex2009 Mary Ballard Bernstein Universal


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2 Ex2009 Mary Ballard Bernstein Universal

  1. 1. MARY BERNSTEIN, MS, APC, CLA 510.938.6280 MaryBernstein73@gmail.com QUALIFICATION SUMMARY:  ABA Advanced Paralegal Certification, Social Security Disability, National Association of Legal Assistants, Tulsa, OK  ABA Paralegal Certification, National Association of Legal Assistants, Tulsa, OK  Notary Public ♦Typing 110 wpm ♦ Real Estate Sales Agent License (pending) ♦ Real Estate Broker License (pending)  Paralegal Manager (25-50 employees) ♦ Paralegal Instructor – Live & Online ♦ Legal Secretary  California Guard Card, Bureau of Security & Investigative Services, Sacramento, California  Extensive experience in the following areas of law including Intellectual Property (Patent Litigation, Patent Prosecution and Trademark/Copyright), Bankruptcy, Corporate, Securities, Labor and Employment, Workers’ Compensation, Asbestos, Complex Litigation, Real Estate, Estate Planning and Trust Administration, Constitutional Law, Criminal, Personal Injury, Products Liability, Consumer Law, Class Action, Social Security, Administrative Law, Appellate Practice, Business Law, Family Law, Occupational Safety and Health, Government, Entertainment, Environmental Law, Elder Law and Taxation  Real Estate Principles, Real Estate Practice and Property Management  Organizational Behavior & Management, Management & Leadership, Human Relations/Interviewing and Ethics  Knowledge and experience with both Federal and State E-filing  Comprehensive understanding of FRCP, including rules governing electronic discovery  WESTLAW, LEXIS, Access, OneNote, CaseMap, Opticon, CaseSoft, Paradox, CaseVault Hosting, PowerPoint, HOT DOCS, Concordance, Presentations, CPi, Project, CT Summation, Quattro Pro, Dataflight, Sanction, DepPrep, TextMap, Enterprise, TimeMap, Excel, Timeslips, FYI, ECF, ICMS, TranSendCR+, iBlaze, Trial Director, JFS Litigators Notebook, ViewerRT, LiveNote, WebBlaze, NoteMap, Word, Notes, WordPerfect, Office, WordPerfect Office EMPLOYMENT HISTORY: Center for Legal Studies, Golden, CO 2009 - Present Paralegal Professor ♦ Live Lecture (California Community Colleges) ♦ Online Social Security Disability Paralegal, Nationwide 2008 - Present Berge & Berge LLP, San Jose, CA 2007 - 2008 Trust and Estate Planning Paralegal  Seminars relative to IRA and Estate Planning Portfolios  Eliminated 75% estate planning and IRA backload case files within initial 30 days of employment  Streamlined and reduced estate planning and IRA case preparation time frame by 80%  Preparation of gift tax returns, estate tax returns and income tax returns; prepared probate accountings and documents, estate planning documents, IRA flowcharts, Living Trust and IRA portfolios; Hannig Law Firm, LLP, Redwood City, CA 2003 - 2006 Labor & Employment Legal Assistant  Supervision of 4 employees, management of 165 administrative, state and federal cases  Summarizing deposition testimony and medical records; attending 5 site inspections and 16 Workers' Compensation Appeals Board hearings; prepared for and attended 80 depositions; drafted correspondence, pleadings, motions, discovery demands and responses; preparation for and attendance at trial; performed legal research Townsend, Townsend & Crew LLP, Palo Alto, CA 1999 – 2002 Patent Prosecution and Patent Litigation Paralegal  Patent litigation experience included Blue Book and California style cite checking procedures; state and federal court procedures; detailed working knowledge of patent litigation files & associated databases; experience with Biotechnology, Engineering or Electrical Technology patents;  Patent Prosecution responsibilities included filing of applications, amendments, missing parts, various petitions; preparation of powers of attorney, information disclosure statements and declarations; obtaining information from inventors to identify products, technologies, and/or standards associated with relevant applications and issued patents; and technical and legal research EDUCATION: American River College, Sacramento, CA  Certificate of Achievement, Real Estate Sales (Pending) West Valley College, Saratoga, CA  Certificate of Achievement, Human Resource Management (Pending) Ohlone Community College, Fremont, CA  Certificate of Achievement, Real Estate Broker (Pending) University of Phoenix, Livermore, CA
  2. 2.  Master of Science in Administration of Justice and Security  Bachelor of Science in Criminal Justice Administration, Business Administration