Creating a Trial Notebook (2022 Edition)

Dan Shulman
Dan Shulman | Shulman & Buske PLLC and ACLU Minnesota

Dan Shulman has been a practicing trial lawyer for more than 50 years. After 50 years of specializing in complex commercial and civil rights litigation, he left the large firm he had been with to join the American Civil Liberties Union of Minnesota as a Staff Attorney and took a position Of Counsel with his son’s Minneapolis law firm, Shulman & Buske PLLC. He was admitted to practice in Minnesota in 1970 and has tried lawsuits in state and federal courts in Minnesota and numerous other states.

Live Video-Broadcast: June 3, 2022

Creating a Trial Notebook (2022 Edition)
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Program Summary

Every experienced trial lawyer tries a case with a trial notebook. The essence of a good trial notebook is putting together everything you need to try your case in one place. This program will tell you how to do this: how to prepare and use a trial notebook, both hard copy and electronic, including what goes into each and what doesn’t. You will learn how to prepare a trial notebook that will take you from pre-trial to judgment, starting with pre-trial orders and filings and proceeding through jury voir dire, opening statement, direct and cross-examination, expert testimony, exhibits, closing argument, and jury instructions and verdict form.

Key topics to be discussed:

  • Preparing your voir dire examinations
  • Organizing direct examination
  • Setting up effective cross-examination
  • Organizing and getting exhibits into evidence
  • Getting ready for closing argument

Date / Time: June 3, 2022

  • 2:00 pm – 3:40 pm Eastern
  • 1:00 pm – 2:40 pm Central
  • 12:00 pm – 1:40 pm Mountain
  • 11:00 am – 12:40 pm Pacific

Choose a format:

Live Video Broadcast/Re-Broadcast: Watch Program "live" in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for "live" CLE credit.

On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 5 business days after the original recording date and are viewable for up to one year.

Closed-captioning available

Speakers

Dan Shulman_myLawCLEDan Shulman | Shulman & Buske PLLC and ACLU Minnesota

Dan Shulman has been a practicing trial lawyer for more than 50 years. After 50 years of specializing in complex commercial and civil rights litigation, he left the large firm he had been with to join the American Civil Liberties Union of Minnesota as a Staff Attorney and took a position Of Counsel with his son’s Minneapolis law firm, Shulman & Buske PLLC. He was admitted to practice in Minnesota in 1970 and has tried lawsuits in state and federal courts in Minnesota and numerous other states. He is a member of the International Academy of Trial Lawyers and the American College of Trial Lawyers. Dan is also a Fellow Emeritus of the Litigation Counsel of America. He was named a Minnesota Lawyer of the Year for 2012 and 2018. In 2021 Dan was included in The Best Lawyers in America in the categories of Antitrust Law, Bet-the-Company Litigation, and Commercial Litigation. Dan obtained a Bachelor of Arts degree cum laude from Harvard College (1965), a Master’s Degree in English Literature from Yale University (1967), and a Juris Doctor degree with honors from Harvard Law School (1970).

Agenda

I. Crystalizing the case theme and trial strategy | 2:00 pm – 2:09 pm
II. Cutting Out Clutter: what to include and what to exclude | 2:09 pm – 2: 18 pm
III. Voir dire and beyond: developing key sections | 2:18 pm – 2:27 pm
IV. The heart of the notebook: witnesses and exhibits | 2:27 pm – 2:36 pm
V. Highlighting and flagging key portions | 2:36 pm – 2:45 pm
VI. Organizing the notebook – what works best | 2:45 pm – 2:54 pm
VII. Electronic trial notebooks | 2:54 pm – 3:00 pm

Break | 3:00 pm – 3:10 pm

VIII. Pointers on working with support staff | 3:10 pm – 3:20 pm
IX. Tips to make your trial notebooks more effective (and mistakes to avoid) | 3:20 pm – 3:30 pm
X. Using the notebook and troubleshooting from the courtroom | 3:30 pm – 3:40 pm