May 2015 - Austin Bar Association
Transcription
May 2015 - Austin Bar Association
austin lawyer May 2015 Volume 24, Number 4 www.AustinBar.org Features Austin Bar Interviews New Justices................. 1 Travis Country District Clerk Velva Price......... 6 Law Day 2015.............................................. 10 84th Texas Legislature Update...................... 12 The Restyling of the Texas Rules of Evidence.... 14 Making Good on a Pledge................................ 16 Honoring Key Richardson................................ 22 Getting to Know Volunteer Legal Services........ 25 Departments Austin Bar President’s Column........................ 4 Opening Statement....................................... 13 3rd Court of Appeals Update........................ 17 Briefs............................................................ 18 AYLA............................................................ 20 Minority Bar Spotlight................................... 24 Upcoming Events......................................... 26 Classifieds /Ad Index..................................... 27 Austin Bar Association Interviews Chief Justice Rose and Justice Bourland Third Court of Appeals Investiture Ceremony Held for Chief Justice Rose and Justice Bourland A n investiture ceremony for the Honorable Jeff Rose and the Honorable Cindy Olson Bourland was held on Thursday, March 26, 2015, in the Third Court of Appeals Courtroom. The Bar & Grill Singers opened the ceremony with the National Anthem. Reverend Dr. Dave Koppel of Palm Valley Lutheran Church gave the invocation, followed by welcoming remarks from Austin Bar Association President, the Honorable Elisabeth Earle. Chief Justice Rose was sworn in by the Honorable Eva Guzman, Justice of the Supreme Court of Texas. He fills the position formerly held by retired Chief Justice Woodie Jones. Justice Cindy Olson Bourland being sworn in by Justice Guzman. The Honorable Alan McGraw, Mayor of Rock Rock, Texas, introduced fifth-generation Round Rock resident, Justice Bourland, to the standing-room only crowd. Following Justice Bourland’s swearing in by Justice Guzman, the Austin Bar Association and the Civil Appellate Section hosted a reception at the Texas Law Center. continued on page 8 austin lawyer Austin Lawyer (ISSN #10710353) is published monthly, except for July/August and December/January, at the annual rate of $10 of the membership dues by the Austin Bar Association and the Austin Young Lawyers Association, 816 Congress Ave., Suite 700, Austin, Texas 78701. Periodicals Postage Paid at Austin, Texas. POSTMASTER: Send address changes to Austin Lawyer, 816 Congress Ave., Suite 700, Austin, Texas 78701. The views, opinions, and content expressed in this publication are those of the author(s) or advertiser(s) and do not necessarily reflect the views or opinions of the Austin Bar Association membership, Austin Bar Association Board of Directors, or Austin Bar Association staff. As a matter of policy, the Austin Bar Association does not endorse any products, services, or programs, and any advertisement in this publication should not be construed as such an endorsement. Contributions to Austin Lawyer are welcome, but the right is reserved to select and edit materials to be published. Please send all correspondence to the address listed below. For editorial guidelines, visit austinbar.org in the “About Us” tab. Austin Bar Association Judge Elisabeth Earle......... President Judge Eric Shepperd.......... President-Elect Leslie Dippel.................... Secretary Amy Welborn................... Treasurer Christopher J. Oddo��������� Immediate Past President Austin Young Lawyers Association Amanda Arriaga............... President Chari Kelly....................... President-Elect Katie Fillmore................... Treasurer Dave Floyd....................... Secretary David Courreges............... Immediate Past President Austin Lawyer ©2015 Austin Bar Association; Austin Young Lawyers Association Executive Offices 816 Congress, Suite 700 Austin, Texas 78701-2665 E-mail: austinbar@austinbar.org Website: www.AustinBar.org Ph: 512.472.0279 | Fax: 512.473.2720 DeLaine Ward.................. Executive Director Nancy Gray...................... Managing Editor Debbie Kelly.................... Director of AYLA Kennon Wooten............... Editor-in-Chief Britni Rachal..................... Editorial Assistant Published by Monarch Media & Consulting, Inc. Ph: 512.680.3989 | Fax: 866.328.7199 www.monarchmediainc.com Advertising inquiries call 512.293.9277. May 2015 Austin Lawyer 3 President’s Column Judge Elisabeth Earle, County Court of Law #7 Cultivating Healthy Family Lifestyles Establishing a Culture That Recognizes Parenthood As a Co-Equal Profession W ith springtime underway and our celebrations of Mother’s Day and Father’s Day just ahead, the season reminds us to recognize how our careers in the law are shaped by our family values and how our careers affect our families. Whether you are a parent or not, we all have to juggle our work lives and legal careers with our responsibilities to our families and friends. As the pace of our work and our society increase, more and more lawyers face the challenge of how to balance family with their own thriving legal careers. Viewing motherhood and fatherhood in a professional light has the effect of re-establishing the importance of the family home, which, when healthy, enables a person to consolidate the core of character and successfully achieve personal and professional maturity. It gives proper recognition to the importance of building strong and resilient families capable of providing the “quality of life” we are all striving for. Treating motherhood and fatherhood as true professions prevents family life from being subjugated to the limited forms of “professional work” ordinarily recognized by society. In essence, regarding motherhood and fatherhood as professional tasks enables us to better understand that the family is a priority equal to our professional responsibilities and that cultivating healthy families, for themselves and for their employees, is among the most important tasks that individuals can undertake. Recognizing parenthood as a co-equal professional undertaking presents a variety of challenges. It means accepting that the roles of motherhood and fatherhood are essential to the healthy development of family life, and to the health of human society and culture. But it also means cultivating a culture in which parenthood is afforded the appropriate degree of respect and dignity, and recognizing that quality parenting is immensely valuable and we cannot afford to take it for granted. As each of us seeks to balance the important aspects of our lives, below are some thoughts from Natalie A. Gahrmann that I found meaningful. • AL Top 10 Tips for Balancing Work and Family Life There is no single formula for attaining a balanced life. It is a personal decision how one combines their career, spouse/significant other, children, friends and self into an integrated whole. The key is to develop creative solutions as you approach the challenges of balancing the responsibilities and joys of your multiple roles. Some of the same skil s and strategies you use at work such as planning, organizing, communicating, setting limits and delegating can be used effectively on the home-front for achieving a satisfying, fulfil ing and well-balanced life both personally and professionally. 1. Build a Support Network Ask for help and allow yourself to be helped and contributed to. Get your children involved — work together as a team. Recruit friends, family, neighbors, bosses, work colleagues, etc. and ask for their support. Between work and family, surprises are inevitable. Be prepared by creating backup and emergency plans; always have a contingency. 4 Austin Lawyer May 2015 2. Let Go of Guilt Guilt is one of the greatest wastes of emotional energy. It causes you to become immobilized in the present because you are dwelling on the past. Guilt can be very debilitating. By introducing logic to help counter-balance the guilt, you can avoid sabotaging your efforts toward work/family balance and stay better on course. 3. Establish Limits and Boundaries and Remember They are Necessary for Balancing Work and Family Boundaries are an imaginary line of protection that you draw around yourself. They are about protecting you from other people’s actions. Determine for yourself what is acceptable and unacceptable behavior from other people. Boundaries and limits define how you take charge of your time and space and get in touch with your feelings. They express the THE LITIGATION, CO-COUNSEL TRIAL TEAM FOR SOLO AND SMALL FIRM PRACTITIONERS Negotiate With Confidence -Our Trial Team Has Your Back extent of your responsibilities and power and show others what you are wil ing to do or accept. Without limits it’s difficult to say “no.” Remind yourself often that your boundaries are necessary for balancing work and family. 4. Determine Your Own Standards Get rid of the notion of being a perfectionist. Wean yourself off it by making compromises — figure out where the best places to make the compromises are without short-changing yourself, your spouse, your children, your boss, etc. Live by your own standards rather than someone else’s. Standards are about YOU and refer to the behavior and actions you are wil ing to hold yourself to. 5. Create Time for Yourself Being a good parent, partner and professional means being good to yourself first. Use your mind to make some affirmations for yourself. Find ways to relax, relieve tension and minimize stress. Taking some time off for yourself wil not only benefit you, but it wil benefit your work and family tremendously, as well! up their original goals and substitute new ones with different but equal challenges. Negotiate for what you need. 6. Get Organized Spend quality/focused time with your family. Give them your full attention. Develop rituals you can all look forward to. Create relationships with your spouse/ significant other and children that are not incidental but rather instrumental to your success. Set priorities, work smarter not harder, delegate (and really let go!). Create lists and save them for re-use. Keep a main calendar centrally located to post everyone’s activities. 7. Balancing Work and Family Requires You to Be Flexible Forgive yourself when things don’t get done. Understand that with children, things change at a moment’s notice. Be ready and wil ing to assume responsibility for any of the tasks that need to get done at any time. Never get too comfortable, because as soon as you seem to get things under control, they change! Also, realize that in order to achieve success many women have had to give 8. Enjoy Quality Family Time 9. Find Reliable Child Care Leave your kids in capable hands. Find someone you feel comfortable and confident in. If you’re feeling ambivalent about working or about leaving your child, etc., do not show it — your child (at any age) wil pick right up on it. Feel proud when you’ve found someone who fits into your needs. Get involved with your child’s care providers by communicating frequently and observing interactions between the caregiver and your child. 10. Achieve an Integrated Life Keep things in perspective. Create harmony in your life — a mixture of work, family and friends. Remember, there is no single formula for balancing work and family. It is a personal decision how one combines spouse, children and career. About the Author: Natalie A. Gahrmann is a dynamic workshop/seminar leader, trainer and success coach. She combines life experiences and extensive training to motivate others to achieve better results, unlock creativity and gain fulfil ment in their work and personal life. She specializes in working with small business owners, professionals and home-based working moms seeking to create better results without sacrificing the quality of their lives. May 2015 Austin Lawyer 5 Travis County District Clerk Velva Price: Duties, Opportunities, and Challenges I n her first 90 days in office, newly elected Travis County District Clerk Velva Price has launched a series of projects aimed at improving her office’s services. On March 27, 2015, at a CLE hosted by the Austin Bar Association, Price described three areas of focus: Electronic Records: Price’s “biggest focus” is to make all records (other than sealed, criminal, and confidential records) publicly accessible online, without having to enter a password or bar number. Price said she aims to complete the project “soon, soon, soon” — hopefully by the end of 2015. Creation of Task Forces: The District Clerk’s office will establish three task forces — litigation, family, and appellate — to work with attorneys and identify “sooner rather than later” any problems, questions, and concerns regarding the office’s processes. Price welcomes suggestions for additional task forces. “I like to meet,” she said. “If you want to give me another task force, that’s fine.” Timely Transfer of Venue: Recognizing that there have been delays between a judge signing an order to transfer venue and the transfer of the case, Price is working to “tighten those timelines.” Price also described efforts to improve the efficiency of Travis County’s uncontested docket. To address concerns over lengthy lines and delays in getting orders back, the District Clerk’s office has hired and promoted staff to help streamline the process. With respect to submission of agreed orders, the filing attorney must currently either go to the uncontested docket or specifically request submission in a cover letter or the eFile comments section; otherwise, the agreed order will not be submitted to the judge. The office is presently working on submitting all efiled orders without duplicating orders which are signed at the uncontested docket, and then notifying attorneys via email when the agreed order is submitted. Once an agreed order has been submitted, Price advised that the timeline for return of the signed order should be no more than two weeks. In the event of a longer delay, Price recommended that attorneys should follow up with her office. Price also highlighted the District Clerk office’s eFile helpline for Travis County, which can be reached via phone (512.854.3453) or email (District. eFile@co.travis. tx.us). In addition to general troubleshooting, attorneys can use the helpline to determine whether their filing has Price Price has launched a series of projects aimed at improving her office’s services. been accepted or find out why a filing was rejected. Two common reasons for rejections are filing in the wrong county and filing a document in which not every page is readable. Price also commented on the decline in new civil lawsuits being filed in Texas state courts. Price acknowledged that Travis County has experienced a decline in such filings along with the rest of the state, but she believes the rate of decline in Travis County has been lower than the statewide rate. • AL REPRESENTING EMPLOYERS & EXECUTIVES CORNELLSMITH.COM 6 Austin Lawyer May 2015 Has Your Client Been Injured? We can help. 512.280.0800 Adam Loewy Personal Injury & Wrongful Death Attorney #LoewyLaw www.LoewyLawFirm.com 111 Congress Avenue, Suite 400 Austin, Texas 78701 Austin Bar Interviews Chief Justice Rose and Justice Bourland continued from cover After the ceremony, both Chief Justice Rose and Justice Bourland were asked the same set of questions: Austin Bar: What were some key steps on your career path to becoming an appellate justice? Chief Justice Rose: Looking back, many of the most interesting opportunities I had in practicing law came after I left a big firm partnership (which had been great to me) and entered public service. In the Attorney General’s office, I had many more chances to try big cases and argue appeals in both state and federal courts, as well as the chance to learn more about the inner workings of state government — all of which have been invaluable to me on the district bench and now the Third Court of Appeals. Justice Bourland: I have had the opportunity to work on some significant trial and appellate cases in private practice, which helped expand my knowledge base and level of experience. I always learned something new with every case. Austin Bar: What is your advice for attorneys who are interested in one day serving as a judge/justice? Chief Justice Rose: Get all the trial and appellate experience you possibly can, even if you have to do it pro bono. Actually, I should say especially if you have the opportunity to do it pro bono. Shameless plug here — the Third Court of Appeals has a pro bono project that guarantees oral argument for attorneys who will take on pro bono appeals. It’s a great opportunity for lawyers looking for appellate experience. Also, it never hurts to hone your temperament and develop your reputation as a lawyer who practices by the Golden Rule. Justice Bourland: Focus on the quality of your work, first and foremost — the rest will follow. Also, treat clients and colleagues with respect and professionalism. Chief Justice Rose being sworn in by Justice Guzman; The Bar & Grill Singers open the investiture ceremony with the National Anthem. advocates can do when presenting their case in your Court? to narrow down the appellate issues, resulting in a kitchen-sink brief that often short-shrifts the strongest points, and making emotion-based arguments better suited for a jury. Chief Justice Rose: Be organized, succinct, clear on your standard of review, and focused on your strongest arguments. Justice Bourland: Not answering the question that is Austin Bar: What are some of the most helpful things that Justice Bourland: In my short time on the bench, these are my observations: Remember that the judges are usually looking at the case from a big-picture perspective. We know the legal issues from reading the briefs and record, but don’t always have a working familiarity with the acronyms, short cites and details that are second nature to the lawyers who have been living with the case. I also find it helpful when the advocates briefly outline what they are going to cover in their argument at the beginning — then I know if the issue(s) that I have questions about will be discussed or whether I need to interrupt and ask a question. Also (and this sounds so basic but is easy to forget under time pressure), it is helpful for advocates to speak clearly and slowly. And they should stop speaking immediately if one of the judges has a question, rather than trying to finish their thought. Austin Bar: What are some of the common pitfalls for novice practitioners in your Court? Chief Justice Rose: Two common pitfalls we see are failure 8 Austin Lawyer May 2015 asked by the court. And speaking too quickly (see above) or confusing the issues. We don’t expect advocates to be perfectly smooth in their presentation — it is almost impossible to do so because of the interruption factor. But we do expect attorneys to know their case and the record very well. I also have noticed that when we ask questions, advocates will often say something like, “I was going to cover that later in my presentation” or “As I previously mentioned...” I think it is better form not to waste any time with those phrases and just go right into the issue that the judge is interested in — even if you are repeating yourself. Austin Bar: What are your primary goals as a justice on the Third Court of Appeals? Chief Justice Rose: All of us here on the Court strive to serve our constituents — the legal community, the public, and the jurisprudence of the state — by moving our docket through the issuance of prompt, well-reasoned opinions that strictly adhere to precedent and the plain meaning of the law. As Chief Justice, my primary goal is to lead those efforts among our judges and ensure that each has the resources needed to best carry out those goals. I also enjoy serving as a spokesman for the Court and as a liaison between the Court, the Bar, and our community. Justice Bourland: My first goal is to be accurate and correct in the opinions that I author, as well as to assist the other judges by being a productive member of the court and providing my thoughts and input. When I was in private practice, I always wondered if the judges actually read the briefs and the record, and let me tell you — WE DO! I was surprised when I began working as a judge at the level of detail and hard work that goes into each opinion — by the judges, the staff attorneys, the legal assistants and the folks in the Clerk’s office. The court does a very thorough review of each case and many, if LAURA JACKS not most, of our cases are extremely complex. The Third Court, since it sits in Austin, hears all of the administrative appeals as well as civil and criminal appeals. Some of those cases are quite mind-bending, with multiple parties and multiple issues, and they often present questions of first impression. We work very hard to understand each case and to apply the law correctly. As a new judge, my primary goal is to contribute to that process in a positive way. Another primary goal is to work efficiently and get opinions out the door for publication as soon as possible. I know how frustrating it is for parties and lawyers to wait on an outcome that is so important in their lives. • AL MEDIATION & ARBITRATION LAURA JACKS MEDIATOR ARBITRATOR FORMER ASSOCIATE JUDGE 2463 Westlake Drive, Austin, Texas 78746 512-413-3275 • F: 512-342-7060 ljacks@laurajacksmediator.com PROBATE Eric Galton • CIVIL LITIGATION David Moore • FAMILY LAW Ben Cunningham Greg Bourgeois Fred Hawkins May 2015 Austin Lawyer 9 Law Day 2015 Honors Local Students & Attorneys T he Austin Bar Foundation and Austin Bar Association held the 2015 Law Day Luncheon and Annual Meeting on Thursday, April 30, at the W Austin Hotel. The luncheon featured keynote speaker, George Christian of Christian & Co., who spoke about this year’s Law Day theme: Magna Carta, Symbol of Freedom Under Law. Awards were presented to the student winners of the essay and poster contests. Poster winner, Ava Martinez, a kindergarten student at Northwest Elementary School, also won 3rd place in the kindergarten – 2nd grade category of the State Bar’s Law Day poster contest for her poster titled I Am Free to Go to School (pictured at right). Fifty-one area high school students submitted essays on How Has Magna Carta Impacted Individual Liberties? Winners honored at the luncheon were Professionalism Award Martha Dickie – Martha Dickie is a partner at Almanza, Blackburn & Dickie. She has been practicing law in Texas since 1980. Dickie’s areas of practice include general civil and commercial litigation, municipality defense litigation, and employment law. When she’s not practicing law, Dickie is very active as a volunteer in the Central Texas community. She has served as a board member for the Texas Alcoholic Beverage Commission, and as president of the State Bar of Texas and the American Board of Trial Advocates. Regina Rogoff Award David Escamilla – As the Travis County Attorney, David Escamilla handles both criminal and civil matters. His peers say he is notorious for asking, “What is the right thing to do?” and using that guideline when making important decisions. Escamilla is a lifelong public servant who began his career at the Travis County Attorney’s Office in 1985. He is known for having helped pass laws that allow for more public access to City of Austin businesses. He also helped establish the Family Violence Division at the Travis County Attorney’s Office, which helps ensure consistent processes in providing protective orders and criminal enforcement in domestic violence cases. Outstanding Young Lawyer Award Jessica Palvino – As a partner with McGinnis Lochridge, Jessica Palvino represents clients in state and federal courts throughout the United States. She has a broad practice with a focus on products liability, personal injury, legal malpractice defense, and business disputes. She has been named to the Texas Super Lawyers Rising Stars list. Palvino’s resume includes several high profile cases, including a 2014 verdict in a federal court in Burlington, Vermont, on behalf of child who was severely injured by Botox injections. In addition to her Austin Bar membership, Palvino is a member of the State Bar of Texas, Austin Young Lawyers Association, and Travis County Women Lawyers Association. She also serves as a board member for the Thinkery. 10 Austin Lawyer May 2015 Angela Kang, a junior from Bowie High School, who won the $500 first prize; Lilli Niester, a junior from McCallum High School, who won the $250 second prize; and Eric Moe, a senior from Bowie High School who won the $100 third prize. Angela’s essay (printed at right) was the 1st place winner in the State Bar of Texas’ Law Day essay contest. The individuals and firms below were also recognized. • AL Liberty Bell Award Belinda Powell – Belinda Powell has 30 years of experience in planning, design, and project management in both the public and private sectors. Powell started her career in the design industry, building and then selling her own design firm in Southern California before moving to Austin in the 90s. Since then, she has served Travis County — managing major capital projects, overseeing master planning efforts, assisting county departments, and advising elected officials on best practices in long-range planning. Powell also has a long history of public outreach resulting in multiple successful voter-approved bond packages for new and expanded Justice Facilities for Travis County residents. She has been a speaker at the local chapter for the Society for Marketing Professional Services, Women Elected Officials and most recently at an international conference for the Academy of Architecture for Justice. Belinda is currently Project Manager for a new Travis County Civil and Family Courthouse, a project she has been working on for the last 15 years — coming to an election near you in November, 2015. Susan P. Burton Award Hong Shi – Hong Shi has demon- strated an exemplary commitment to pro bono service at an early stage in her legal career. Since being licensed in 2011, Hong has handled ten pro bono cases for Volunteer Legal Services, spending more than 200 hours on pro bono cases. Hong is an associate in the Intellectual Property Practice Group in the Austin office of Haynes and Boone. Her principal practice area is intellectual property, with an emphasis on patent office trials, as well as preparation and prosecution of patents. Over the years, Hong has handled matters in the fields of telecommunications, semiconductor device design and fabrication, computer hardware, software design and e-commerce systems. She also serves as a volunteer prosecutor for the City of Austin, and has tried five criminal misdemeanor cases in front of a jury, obtaining guilty verdicts in all. When not in the courtroom, Hong serves as a board member of the Mother Attorneys Mentoring Association’s Austin chapter. The Impact of Magna Carta By Angela Kang, Bowie High School J. Chrys Dougherty Award Kris Algert – A committed supporter of Volunteer Legal Services, Kris Algert is a regular volunteer at the VLS Evening Clinics. In addition to mentoring many young VLS volunteers, Algert also served on the VLS Board of Directors from 2001 – 2014. Algert’s service shows she is committed to the VLS mission that poverty should not be a barrier to justice, and that legal services should be available to anyone who faces critical legal issues, regardless of their ability to pay. Algert is board certified as a family law specialist by the Texas Board of Legal Specialization. She is a long-time partner at the firm Ausley, Algert, Robertson & Flores. Mentor Award Ranelle Meroney – Ranelle Meroney has tried more than 100 first chair jury trials in courts of record since she began practicing law in 1980. Her practice consists primarily of defense of personal injury, property damage, employment, construction, and defamation cases, with a special emphasis on premises liability matters. In 1986 she started working for a firm that is now known as Wright & Greenhill, where she became a shareholder from 1990 – 2000. In 2000, Meroney became Of Counsel to Chamberlain ◆ McHaney. She is board certified by the Texas Board of Legal Specialization. The American Board of Trial Advocates invited her to become a member in 2001. Joseph H. Hart Award Austin Office of Vinson & Elkins – Vinson & Elkins has dem- onstrated a strong commitment to serving the less fortunate in the Austin area by offering pro bono services to clients of VLS, along with financial support to the non-profit organization. Since its founding in 1917, Vinson & Elkins lawyers have been committed to excellence, with experience handling transactions, investments, projects and disputes worldwide. The firm’s deep bench of lawyers collaborating across 15 offices allows a multi-disciplinary approach, whether companies need guidance on complex transactions or litigation. Vinson & Elkins believes that pro bono clients – like all clients – should be fully and effectively represented. The firm also believes pro bono initiatives provide lawyers an opportunity to connect with the human side of the practice of law, by giving back. The Magna Carta, from its conception, has served a crucial role in developing modern-day democracy and protecting individual liberties. Though it first started as an open-ended, situational document, the idea of preserving the law from an overreach of authority has had a lasting and beneficial impact on citizens globally, throughout history and today. Birthed in 1215, into the corrupt and chaotic world of King John, the Magna Carta was one of the only legitimate protections against authoritative actions. The barons paid for John’s messy reign, as he raised taxes surreptitiously to pay for his territorial ambitions. He also infringed upon the barons’ economic rights by turning over their land to the Church. John was the epitome of opportunistic corruption — a figure that served himself only; he had to be forced to sign the Magna Carta after civil war threats. From that point, the Magna Carta was expanded to include others, and was the forerunner of the Constitution and English Bill of Rights in its judicial concepts – “no one is above the law”. Its creation was a catalyst for democracy — overcoming corruption for the fight of the individual. It was the world’s first written constitution that called for the rule, fairness, and due process of law, as well as the respect for economic rights — the first document in English history to limit the power of the monarch, a huge step for democracy. Before, it was given that the monarch was powerful, but the Magna Carta stimulated the realization that the common people could, and should, ask for power as well. Along with broadening individual rights, the Magna Carta expanded the role of justice on the people today. As it established the beginnings of a parliamentary government, there was a shift of attention from the individual ruler to the individuals of the ruled. This shift contributed to democratic sentiment, seen directly in the American colonial arguments against tyrannical taxation such as the Stamp Act, which invoked the document. Federalists fought for a Constitution that followed the same foundational idea as the Magna Carta — that people were the ultimate sovereign. It has been continually invoked in courts, such as in the 2004 Hamdi v. Rumsfeld case that involved the holding of suspected terrorists without charge and the similar Boumediene v Bush case, as an argument that no man should be imprisoned contrary to the law of the land. The basal ideas of the Constitution as the same as that of the Magna Carta’s, from the Constitutional right to due process to habeas corpus — that “to none will We deny or delay right to justice” (Magna Carta Clause 40). The Magna Carta still stands as one of the most influential documents today in understanding liberty and individual rights. The Magna Carta is remembered as a protector of justice and the people, continually being expanded and invoked as a symbol of judicial righteousness. As in the past, we will continue to look back upon this document as a root of modern democracy. May 2015 Austin Lawyer 11 84th Texas Legislature Update By David Courreges, Courreges PC I n Texas, the destiny of legislation changes as often as the weather. The sheer number of bills filed each session, the diverse range of priorities of the members, and the relatively short 140 day biennial calendar makes every session unpredictable at best. With a wholesale change in leadership and membership in the Senate, six special elections to fill vacated seats during Session, and over 6,300 bills filed, the 84th installment of the Texas Legislature has yet to prove that it is an exception. In fact, it is proving to be average. Because the 84th Legislative Session is “normal,” there are no surprises. For instance, the four most important things that you need to know are four dates: May 14, May 26, May 27, and June 1. These are the days that bad legislation (and some good) will meet a timely demise. Thursday, May 14, the 122nd day of Session, is the last day for the House of Representatives to consider House Bills on 2nd reading. That means that unless a bill is on the calendar, members and wrongfully vilified private advocates are scrambling to append their important policy changes to other bills to avoid an almost certain death. Tuesday, May 26, the 134th day of Session, is the last day for the House to consider Senate Bills on 2nd reading. This is arguably the most important day on the entire calendar, because as the House is carefully weighing Senate proposals, while appending their own pieces of dead legislation onto them, the Senate is waiting patiently for the 135th day, the last day for the Senate to consider all bills on 2nd and 3rd reading. This means that, unless the House passes prized Senate legislation on May 26, the Senate will happily let equally prized House bills fail a day later. Of course, everyone’s favorite day — the 140th day, Sine Die, is Monday, June 1. It can never get here soon enough! Despite the prospect of a lot of bills not passing this Session, there are still several relating to the legal community that are important to note. HB 1091 by Schofield and SB 455 by Creighton creates a special three-member district court in matters in which the state, a state official, or state agency is a defendant. Proceedings in front of a three-judge panel would be mandatory in cases involving a claim that either (1) challenges the finances or operations of the public school system; or (2) involves the apportionment of districts for the Texas House, Texas Senate, U.S. Congress, State Board of Education, or the apportionment of state judicial districts. Three-judge panel proceedings would be discretionary in other cases in which the Attorney General certifies that the outcome of the case either (1) significantly impacts the finances of the State; (2) significantly alters the operations of important statewide policies or programs; or (3) is otherwise of exceptional statewide importance such that the case should not be decided by a single district judge. Under SB 455, the Chief Justice’s decision to either deny the AG’s petition or order that a discretionary proceeding be heard by a special three-judge district court would be considered final and not appealable; however, appeals “from an appealable interlocutory order of final judgment” of the threejudge court would be directly to the Texas Supreme Court. HB 1531 by Geren seeks to prohibit a legislator or an executive officer elected in a statewide election who is a member of the State Bar of Texas or who is licensed to practice law in another state from making or receiving a referral for legal services for monetary compensation or any other benefit. One of the most controversial bills this Session is HB 1603 by Villalba, which would create a Chancery Court of Texas and Court of Chancery Appeals of Texas to handle litigation over complex business disputes or business transactions. The Court’s jurisdiction would be concurrent with district courts, but limited to certain types of business disputes. The Governor would appoint seven chancery judges from a list from an advisory counsel. The Governor would appoint the chancery appellate justices from the state’s current intermediate appellate courts. The Texas Supreme Court would handle appeals. HB 1644 by Smithee and SB 534 by Watson would amend the attorney’s oath to require attorneys to conduct themselves “with integrity and civility in dealing and communicating with the court and all parties.” SB 443 by Watson seeks to require the Judicial Council to study and make a recommendation as to whether the Texas Supreme Court and the Court of Criminal Appeals should be merged. • AL You’re busy looking out for your clients’ needs. Who’s looking out for yours? Retirement Plans • College Savings Plans • Stocks Municipal Bonds • Mutual Funds • Financial Planning SWS Financial Services, Inc. 98 San Jacinto Blvd. | Suite 370 | Austin, TX 78701 (512) 302-6051 kaighinjr@swsfinancial.com MEMBER: FINRA/SIPC, OFFERING GENERAL SECURITIES THROUGH SWS FINANCIAL SERVICES, INC. 12 Austin Lawyer May 2015 opening statement Editing for Concision, Part 1 Editing tips to keep the content but use fewer words. By Wayne Schiess, Texas Law, Legalwriting.net Y ou want it shorter? You can make any piece of writing shorter by taking things out. Just cut content. Oh wait. You want all that content but you still want it shorter? That’s different. That’s work. You want concision. This is the first in a series of columns on concision in legal writing. Each of these tips should help you keep the content but use fewer words. 1. Assess passive voice. The passive voice always takes more words than the same idea in the active voice: The motion was written by Carl (six words) becomes Carl wrote the motion (four words). But the passive voice has legitimate uses in legal writing, like avoiding the appearance of responsibility or in instances when the actor is unknown or irrelevant. So the advice is not to remove all passive voice but to assess each use. As you edit, ask yourself: Do I need the passive voice here? If not, revising to the active voice promotes concision. 2. Don’t fear possessives. Why do we write the vehicle of the defendant and the property of the seller and the intent of the testator? It’s probably just habit or imitating the sound of legal writing in our heads. But each of those five-word phrases could be shortened to three: the defendant’s car, the seller’s property, the testator’s intent. Possessive forms are not informal. Use them to improve concision. 3. Remove redundancy. Let’s ignore stock drafting phrases like above and foregoing, agree and covenant, save and except, and others. They might need pruning, but my focus here is on analytical legal writing. Some redundancies are obvious: new innovations, past history, unexpected surprise. Remove the redundancy in those pairs, of course — or don’t write them in the first place. But other redundancies are harder to spot, and you’ll have to have your redundancy antenna up as you edit. Look at this sentence: Isam Yasar alleged that in a conversation, his supervisor, Russell Dunagan, told him to stop complaining. Read it carefully and you’ll see that conversation and told convey the same idea — they’re redundant. Removing that redundancy shortens the sentence from 15 words to 12: Isam Yasar alleged that his supervisor, Russell Dunagan, told him to stop complaining. Yet we haven’t lost any meaning. That’s concision. 4. Omit needless details. If the detail isn’t relevant or useful, omit it. Often, needless details appear as names and dates. In fact, larding a statement of facts with dates annoys some readers, including judges: “Most dates are clutter,” says Judge Mark Painter in his book The Legal Writer. Full names can be clutter, too, if those named aren’t important or won’t be mentioned again. Using a specific name or date tells the reader it’s important; often it’s not. Here’s an example with a date and three full names: On April 4, 2008, Isam Yasar alleged that his supervisor, Russell Dunagan, told him that if Yasar continued to complain, Dunagan would have to discipline and possibly terminate a fellow Muslim and Yasar’s coworker, James Lira. As you edit this sentence, think about the story you’re telling and the points you’ll argue. If April 4 isn’t important and won’t appear again, omit it. As for the names, let’s imagine that Isam Yasar and James Lira are important characters you’ll mention several times. Leave them alone. But let’s imagine that Russell Dunagan is not important, so you can call him the supervisor. Isam Yasar alleged that his supervisor told him that if Yasar continued to complain, the supervisor would have to discipline and possibly terminate a fellow Muslim and Yasar’s co-worker, James Lira. Same content, but now it’s down from 35 words to 30. Concision. Next month, more tips for concision. • AL May 2015 Austin Lawyer 13 The Restyling of the Texas Rules of Evidence By Martha Newton O n March 12, the Supreme Court of Texas and the Court of Criminal Appeals issued a joint order giving final approval to the restyled Texas Rules of Evidence.1 The order will be published in the May edition of the Texas Bar Journal. In addition, the order is permanently available on the Supreme Court’s website under the “Administrative Orders” link. In 2011, the U.S. Supreme Court approved restyled Federal Rules of Evidence. The goal of the federal restyling project was to eliminate ambiguous, redundant, repetitive, and archaic language and to make the rules easier to read. While the federal restyling project was underway, the Texas Supreme Court decided that the Texas Rules of Evidence should also be restyled. The State Bar Administration of Rules of Evidence Committee performed the tedious drafting work, which took more than two years.2 Before being submitted to the Supreme Court, the State Bar committee’s work was also reviewed by the Supreme Court Advisory Committee. The Supreme Court issued a preliminary order approving the restyled rules for public comment in November 2014. The final approval order issued in March reflects some changes to the rules and the comments to the rules made in response to feedback from the public. The goal of the restyling project and the drafters’ methodology are explained in the cover pages of the order. The goal is to “keep the Texas Rules as consistent as possible with the Federal Rules, but without effecting any substantive change in Texas The goal is to “keep the Texas Rules as consistent as possible with the Federal Rules, but without effecting any substantive change in Texas evidence law.” evidence law.”3 To that end, where a Texas rule was identical to its federal counterpart before the federal rules were restyled, the restyled Texas rule is now identical to its restyled federal counterpart. Rules that follow this pattern include Rules 102, 201, 401, 406, 409, 602-605, 607, 610, 805, 903, 1001-1003, and 1005-1008. For Texas rules that were not identical to their prestyled federal counterparts or that have no federal counterpart (like the privilege rules), the drafters rewrote the Texas rules using the same stylistic and grammatical conventions that are used in the restyled federal rules, while taking care not to make any substantive changes in the law. Changes include reformatting the rules to use progressively indented subparagraphs; replacing the word “shall” with “must,” “may,” or something else, depending on the context; and removing language that is outdated or redundant. EXPERIENCED MEDIATOR • ARBITRATOR Intellectual Property and Franchising Environmental and Real Estate Commercial Claims Professional Liability Disputes HAL SANDERS Mediator /Arbitrator AV Preeminent Rated by Martindale Hubbell • Retired Partner, Haynes & Boone, LLP • (512) 423-7702 for scheduling www.HalSanders.com 14 Austin Lawyer May 2015 Thorough and Supportable Business Valuations Since 1996 Edward C. Fowler, CFA, ASA, MAFF edward@financial-valuations.com Tel: (512) 476-8866 www.financial-valuations.com While the drafters of the restyled rules were expressly charged with not making any substantive changes to the rules, the Supreme Court and the Court of Criminal Appeals did make two substantive changes to the Rules of Evidence in the same order as the order adopting the restyled rules. The first — and only major — change is to Rule 511, which governs waiver of a privilege by voluntary disclosure. The text of the old rule states the general rule that a privilege is waived if the privilege holder voluntarily discloses or consents to disclosure of privileged material or, under certain conditions, if the privilege holder calls a person to whom confidential communications have been made to testify about the privilege holder’s character. The old rule is now in subsection (a) of the amended rule. Subsection (b) sets forth new limitations on waiver of the lawyer-client and work-product privileges. These limitations align Texas law with the federal law set forth in Federal Rule of Evidence 502. The high courts also tweaked Rule 613, which addresses prior inconsistent statements or statements or circumstances showing bias or interest by a witness, but the tweaks are intended to conform the language of the rule to actual practice in Texas courtrooms, not to change Texas practice. The old rule required that, before extrinsic evidence of a prior inconsistent statement or circumstances or a statement showing bias or interest could be admitted, the cross-examining attorney give the witness an opportunity to explain or deny the prior statement or circumstances. The amended rule retains the requirement that a witness be given the opportunity to explain or deny a prior statement or circumstances, but it no longer imposes on the cross-examining attorney the duty to give the witness that opportunity. The amended rule recognizes that in many cases, the witness must wait until redirect examination to explain a prior inconsistent statement or the circumstances or a statement that shows bias. • AL The Supreme Court order is Misc. Docket No. 15-9048, and the Court of Criminal Appeals order is Misc. Docket No. 15-001. 2 The State Bar committee’s work was spearheaded by University of Texas law professor Steven Goode; Baylor University law professor Jeremy Counseller; and Fields Alexander, a partner in the Houston law firm Beck Redden. 3 See Supreme Court Misc. Docket No. 15-9048, at 1. 1 PATRICK KEEL M e d i a t o r • A r b i t ra t o r Fo r m e r D i st r i c t J u d ge FLEXIBLE OFFICE SERVICES Virtual Office Services, Conference Rooms, Mediation Lounge and Offices BusinesSuites Locations: Austin – Arboretum Austin – Barton Springs Austin – Hill Country Galleria (Bee Cave & 71) Austin – Westlake San Antonio – Sonterra Virtual Office Services Business Address & Mail Service Conference Rooms by the Hour Notary and Witness Service WIFI and Café with & Voicemail to your Email Turn Key Office Space Phone Answering Complimentary Beverages Schedule Your Tour Today office 512 476-5212 mobile 512 293-0300 www.patrickkeel.com 512.329.2636 or 210.510.4202 businessuites.com May 2015 Austin Lawyer 15 Making Good on a Pledge Texas Access to Justice Campaign I pledge allegiance to the Flag of the United States of America, and to the Republic for which it stands, one Nation under God, indivisible, with liberty and justice for all. With a hand over our heart, we have all made the pledge. For many of us, it’s those final words — Justice for All — that echoes loudest. Yet millions of Texans don’t have access to this fundamental right. Not because they don’t deserve it, but because they can’t afford it. Since 1893, the Austin Bar Association has supported a legal community committed to enhancing access to legal services and reaching out to those in need. A Texas Historical Marker at the site of the second Travis County Courthouse built in 1875 reads: “home of outstanding courts, able judges, brilliant bar.” That brilliant bar is still making history — more than 4,300 local attorneys contribute to the Bar’s mission, which includes volunteering legal services and investing in local charities. The Texas Access to Justice Campaign is one of many options available to members of the Austin Bar working to secure justice for all in Austin and the surrounding community. Last year, the Texas Access to Justice Commission raised $1.16 million from just 7.5 percent of licensed Texas attorneys. But this year — the fourth year of this campaign — the goal is higher. The Texas Access to Justice Campaign wants to double participation to 15 percent in 2015, and together, it can be done. “Access to justice for all is a righteous cause,” Chief Justice Nathan Hecht said in his State of the Judiciary this year. “Justice for only those who can afford it is neither justice for all nor justice at all.” Honor your pledge by making the suggested $150 ATJ contribution now, at www.texasatj.org, or on your annual State Bar dues statement. Or, join the Champion of Justice Society, created to recognize those who wish to show their strong support of access to justice with gifts of $250 or more. These pledges help obtain justice for all elderly Texans, women and children suffering from abuse, and families desperate to complete basic legal documents necessary for survival. The money is used for grants to organizations in your community, including law schools, legal-aid offices and faith-based service providers that serve the civil legal needs of low-income Texans, often with life-changing results. Here are two such examples: 1) James was a wheelchair-bound college student who couldn’t get into his Austin apartment complex because the property managers refused to install a gate he could use. All it took was help from the volunteer lawyers at Disability Rights Texas (DRT) for the property owners to make things right by installing new gates, dramatically improving James’ independence 24 hours a day. Justice for James was within his means only because of contributions from donors like you. 2) When Ann’s husband passed away, she was devastated. She did her best to keep life normal for her two children, but finances were difficult. One of her biggest bills was a $300 monthly payment toward the purchase of her home. Several months after her husband’s death, the seller refused to take her payments and told neighbors she’d never get the title to her house. Ann turned to Texas Rio Grande Legal Aid (TRLA) for help. TRLA’s volunteer attorneys discovered that Ann’s husband had a contract with the seller to buy the land for less than what Ann had paid — she was already entitled to the property. It didn’t take long for the seller to contact Ann to settle the case. She now owns the property and still lives there with her two children. Help Texans like James and Ann, and make good on the promise of justice in the Pledge of Allegiance: Contribute to the 2015 Access to Justice Campaign. For more information about the Texas Access to Justice Campaign or the Champion of Justice Society, visit texasatj.org or contact Liza Levine, director of development at 512.427.1892 or Liza.levine@texasbar.com. • AL Meeting Patent & IP needs for over 15 years !!!!!!!!!!!!! the Law Office of William F. Ryann www.corridor-‐‑ip.com 210 277-‐‑1110 314 E. Commerce St., Ste. 401 Serving the Austin ~ San Antonio, Tx 78205 wfr@corridor-‐‑ip.com San Antonio Corridor & Beyond 16 Austin Lawyer May 2015 3rd court of appeals update T he following are summaries of selected civil opinions issued by the Third Court of Appeals during March 2015. The summaries are intended as an overview; counsel are cautioned to review the complete opinion. Subsequent histories are current as of April 2, 2015. Real property: Statute of limitations bars suit to quiet title. Happy Jack Ranch, Inc. v. HH&L Dev., Inc., No. 03-1200558-CV (Tex. App.—Austin March 27, 2015, no pet. h.) (mem. op.). In the 1990s, Behrend deeded land to Strnad. Behrend contended there was an oral agreement that Strnad would hold title in trust for Behrend’s benefit, although the deeds did not identify a trust. Strnad later conveyed the tracts to HH&L. Five years later, Behrend sued to quiet title. The issue was whether the deeds were void (and thus not subject to limitations) or voidable (and subject to the four-year limitations period). Behrend’s suit turned on the validity of Strnad’s conveyances. Strnad held title through general warranty deeds and thus had legal authority to make the conveyances. With facially valid conveyances, the deeds were voidable and subject to limitations. The court held that the four-year statute of limitations barred Behrend’s suit and reversed the attorney’s fees awarded under the Uniform Declaratory Judgments Act. The court affirmed in part and reversed in part. Governmental immunity: Statement in disability benefits application bars discrimination claim. Texas Parks & Wildlife Dep’t v. Gallacher, No. 03-1400079-CV (Tex. App.—Austin March 4, 2015, no pet. h.) (mem. op.). After depleting her sick leave and sick-pool leave, and due to “business necessity,” the Texas Parks & Wildlife Department (TPWD) terminated Gallacher’s employment. Gallacher sued alleging disability discrimination. The trial court denied TPWD’s plea to the jurisdiction. The court of appeals concluded that Gallacher failed to establish that she was qualified for the job, a necessary element for her disability discrimination claim. Soon after her termination, Gallacher applied for and received Employees’ Retirement System (ERS) disability retirement benefits. Gallacher swore in her disability application that she was permanently incapacitated. Receipt of disability benefits does not preclude a disability discrimination lawsuit. Unqualified statements of disability, however, cannot be mitigated in a subsequent lawsuit when the claimant is in danger of losing the disability discrimination claim. Because Gallacher did not establish a prima facie case for her disability claim, immunity was not waived. The court reversed and dismissed. Administrative law: Commission authorized to issue monetary and nonmonetary sanctions. McWatt v. Mattax, No. 03- 13-00332-CV (Tex. App.— Austin March 18, 2015, no pet. h.) (mem. op.). McWatt served as a designated doctor in workers’ compensation cases to determine maximum medical improvement and impairment ratings. A Division of Workers’ Compensation (DWC) compliance audit revealed numerous files in which McWatt failed to timely submit his reports to carriers. An administrative law judge (ALJ) with the State Office of Administrative Hearings ordered McWatt to pay a monetary penalty and the Commissioner of the DWC ordered McWatt to attend an educational course. The trial court affirmed. On appeal, McWatt argued that the Commission and the ALJ lacked authority to impose both monetary and non-monetary sanctions. The court affirmed, holding that Texas Labor Code section 402.073 authorizes the simultaneous imposition of monetary and non-monetary sanctions in the same proceeding. Workers’ compensation: Evidence supports jury finding on extent of injury. Bubnis v. Leander Indep. Sch. Dist., No. 03-13-00196-CV (Tex. App.—Austin March 25, 2015, no pet. h.) (mem. op.). Bubnis was briefly exposed to chemical fumes while working in a school science lab. Leander Independent School District (LISD) did not dispute compensability and paid her medical bills. Four years later, Bubnis informed LISD that she was seeking additional workers’ compensation benefits for various addi- Laurie Ratliff is Board Certified in Civil Appellate Law by the Texas Board of Legal Specialization and is a shareholder with Ikard Golden Jones. From 1998 through 2001, she was a staff attorney with the Third Court of Appeals. tional ailments she attributed to her chemical exposure. LISD disputed the additional benefits as not being causally related. Bubnis prevailed at the administrative level. A jury found that the compensable injury did not extend to Bubnis’s current ailments. The court of appeals reviewed the sufficiency of the evidence and concluded the evidence supported the jury’s finding. Medical evidence refuted the causal connection between Bubnis’s chemical exposure and her later ailments. Evidence also indicated another cause of her current condition. The court affirmed. • AL May 2015 Austin Lawyer 17 briefs In the News Gardere Wynn Sewell has promoted Nanette K. Beaird to partner. Beaird is a government affairs attorney in Gardere’s Austin office. She represents national and international clients in all regulated industries before state agencies throughout Texas and beyond. Anna Eby has formed Eby Law Firm, a boutique business litigation and appellate law firm. Eby, an associate with Cindy Olson Bourland prior to Justice Bourland’s appointment to the Third Court of Appeals, also counsels business clients in strategic business planning. 302 N. Lampasas St., Round Rock, TX, 78664; phone: 512.410.0302; email: eby@ebylawfirm.com. www.ebylawfirm.com Retired County Court at Law Judge David Phillips and his wife Diana recently presented a check for more than $12,000 to Austin Community College. Phillips raised money for ACC at his retirement party last November. The money will help ACC with establishing the Judge David Phillips Endowed Scholarship. Jackson Walker has named Jorge Padilla as a partner. Padilla’s practice focuses on serving clients in a variety of complex commercial litigation matters, including partnership and fiduciary issues, trust litigation, healthcare litigation, and real estate disputes, as well as business contract disputes. Reed & Scardino has announced three new partners: Steven Tepera, Ray Mort, and Kirk Dorius. Tepera is an aerospace engineer, licensed patent attorney and focuses his practice on IP and commercial litigation. Fostering Global Immigration Foster provides the full spectrum of U.S. and international immigration services for corporations, investors and startups, as well as individuals and families. Renowned for responsive, personalized service, our firm assists clients in managing the global movement of personnel and ensuring both U.S. and global immigration compliance. Services include: • New office nonimmigrant petitions for startups and investors • Patented I-9 Solver® audit, mitigation and workforce compliance services • EB-5 Regional Center and Individual Investor petitions • Global immigration services for target destinations worldwide • Family-based immigrant petitions and DREAM Act applications • Immigration-related litigation and workforce compliance defense 912 S Capital of Texas Hwy., Suite 450 • Austin, Texas 78746 www.fosterglobal.com • +1 512.852.4142 • 18 Austin Lawyer May 2015 McGinnis Lochridge attorneys Carl Galant, Michael Kabat, April Lucas, and Jessica Palvino have been named 2015 Texas Rising Stars. The Rising Star honor is reserved for the top Texas attorneys who are 40 years old or younger, or have been in practice fewer than 10 years. They are nominated by members of the Texas Super Lawyers list, which is published annually in October. For the second year in a row, Waller Lansden Dortch and Davis has been recognized by the American Bar Association’s Health Law Section as the #1 law firm in the South. The recognition is part of the 2015 Second Annual Regional Law Firm Recognition. Austinbased Husch Blackwell also joined the top ten list. Global publication Managing Intellectual Property has named Pirkey Barber the “Firm of the Year” in the National Trademark Contentious category. Pirkey Barber received the recognition earlier this Burgess (center) with David Cleary (left) and Broadus Spivey; Meisel; Padilla; Partridge; Phillips (center) and wife Diana (right) present a check to ACC’s Stephanie Dempsey; Seelbach; and Tesarek New Members Please welcome the following new members to the Austin Bar: Kristin Baird Blaine Bassett, Intellectual Property Allyson Boney, Estate Planning and Public Health Scott F. Courtney Jr., Commercial Litigation Mathew Dawson, Estate and Private Placement Life Insurance Planning Lowell Denton, Civil Litigation and Labor and Employment Tecaun Flores, Intellectual Property Alex Hernandez Jr., Litigation James Houchins, Administrative and Regulatory Law; Commercial Litigation; General Commercial Law Koby Kirkland, Litigation Jack Owen Jr., Real Estate James F. Parker III, General Litigation and Labor and Employment Stephen Pulsipher, Political Law Michael Roberts, Commercial Litigation Lauren Shaw Nikolas Stavros, Real Estate Slav Talavera, Family Law Nicholas Tamsma, Federal and State Tax Controversy Sheila Tan, Insurance Defense and Bad-Faith Litigation Lindsey Ayres Todd, Business and Construction Litigation Russell Weaver, Business Organization and Transactions, Intellectual Property, and Business and Intellectual Property Litigation year at the publication’s eighth annual North America Awards ceremony in Washington, D.C. Appointments/Elections Karen Burgess has been inducted into the International Academy of Trial Lawyers. The organization limits membership to 500 Fellows from the United States, while seeking out, identifying, acknowledging and honoring those who have achieved a career of excellence through demonstrated skill and ability in jury trials, before the court and appellate practice. A comprehensive screening process identifies the most distinguished members of the trial bar by means of both peer and judicial review. Burgess has been evaluated by her colleagues and the judges in her jurisdiction and has been highly recommended by them as possessing these qualifications and characteristics. Jackson Walker managing partner, Wade Cooper, has been named Chairman of the Austin Capital Metro Board. The board consists of eight members appointed by various governing entities in the Austin area. The Capital Metro Board is responsible for making policies about the operation, control, and management of Capital Metro. Elizabeth C. Rogers has been named president of Texas Accountants and Lawyers for the Arts. Rogers, a shareholder at Greenberg Traurig, will lead TALA in its mission to provide arts-related legal and accounting services to financially-qualified individuals and nonprofit arts organizations, as well as educational programming to contribute to the Texas creative economy and the cultural enrichment of Texas communities. Karl Seelbach has been elected a shareholder at Winstead. Seelbach participates in the firm’s Commercial Litigation and Labor & Employment Practice groups. He represents clients in a wide variety of complex litigation matters, including employment law, real estate and financial services. His docket includes a large number of employment-related litigation matters for Fortune 50 and Fortune 100 corporate retailers. New to the Office DuBois, Bryant & Campbell added bankruptcy attorney, Seth E. Meisel, to its staff. Meisel has experience handling a wide range of commercial, employment and contract disputes, bankruptcy matters, and business torts. He also has experience in jury trials, bench trials, administrative proceedings, private arbitration, and mediation. Lindsay Partridge has joined Friday Milner Lambert Turner as an associate. Partridge previously worked for Wendy H. Schwartz and Associates in Washington D.C. Her practice focuses on family law. Peyton Smith has joined Reed & Scardino as partner and chair of the firm’s new Labor & Employment Practice group. Smith focuses his practice on counseling management on employment matters and defending employers in employment-related litigation. Brian Sullivan has joined the Texas Hotel & Lodging Association as Associate General Counsel. Sullivan will provide legal and governmental affairs services to THLA and its more than 3,300 members. Nicholas J. Tamsma has joined the Austin-based tax law firm, Mondrik & Associates, as an Associate Attorney. Tamsma joins the firm’s practice, representing taxpayers in federal tax and state tax controversies and litigation. 11044 Research Blvd., Suite B-400, Austin, Texas 78759. Phone: 512.542.9300; email: ntamsma@mondriklaw.com. Kimberly A. Tesarek has joined Graves, Dougherty, Hearon & Moody as an Associate. Tesarek will practice Corporate and Securities. New Digs Dubois, Bryant & Campbell have moved to a new location in the Colorado Tower. All attorneys’ emails, phone and fax numbers will remain the same. 303 Colorado Street, Suite 2300, Austin, Texas 78701. Phone: 512.457.8000; fax: 512.457.8008 If you are an Austin Bar member and you’ve moved, been promoted, hired an associate, taken on a partner, or received a promotion or award, we’d like to hear from you. Announcements for Briefs should include all pertinent information including firm name, address, and contact numbers. Send submissions to Communications Assistant Britni Rachal at Britni@ austinbar.org. May 2015 Austin Lawyer 19 w w w. a y l a . o r g AYLA President’s Column Amanda Arriaga, Texas Department of Public Safety Leading Like a Girl AYLA Female Leadership On the Rise I See there f you have attended a meeting in the Board Room of the Austin Bar Association offices, you have surely noticed the wall of portraits. One wall has the past AYLA Presidents and one has the past Austin Bar Presidents. What I think is so interesting about the wall is that soon, the majority of the portraits on the AYLA wall will be of females. There are currently five brilliant ladies pictured on the wall who served as AYLA President before me: Judge Elisabeth Earle, Laura Merritt, Shannon Meroney, Amy Welborn, and Kennon Wooten. And I am excited that the brilliant and glamorous Chari Kelly is going to be your next AYLA President. And, by the time you read this article, our you 20 Upcoming Events Our female AYLA leaders are judges, partners, prosecutors, entrepreneurs, and innovative thinkers. new AYLA President-Elect will have been chosen, and (since no men were nominated) will also be a woman. Now, I am not knocking the boys. We have had some incredible male leaders. But it’s nice to see the change reflected on our wall. Even now, we still have ad campaigns focused on reminding girls that they can be leaders. Have you seen the one where they ask kids what it means to “throw like a girl” or “run like a girl”? The older kids make it a silly throw or a prissy run. The younger ones know there isn’t a difference. Our female AYLA leaders are judges, partners, prosecu- AYLA Past President Kennon Wooten (left) and President Amanda Arriaga tors, entrepreneurs, and innovative thinkers. So, in that context, I am happy to “lead like a girl.” • AL Help your clients help themselves Chris@StClairCoaching.com www.StClairCoaching.com 512 329 8860 (O) 512 423 0402 (C) AYLA Docket Call Thursday, May 21 5:30 to 7 p.m. Location TBD New to AYLA? Docket Call is our monthly happy hour. Join us to network, meet new members, learn about AYLA service projects and volunteer opportunities, and have fun! Visit ayla.org for full details on all upcoming AYLA events and happenings. Austin Lawyer May 2015 Chris St. Clair, CPCC St. Clair Coaching DIVORCE TRANSFORMATION COACHING Create specific & forward-focused goals Improve decision making skills Help distinguish between things clients can & cannot control Leveraging proven techniques by best-selling author Honoree Corder w w w. a y l a . o r g AYLA’s Eighth Annual Women’s Resource Fair O n Saturday, March 28, 2015, the Austin Young Lawyers Association hosted its eighth annual Women’s Resource Fair at the Schmidt-Jones Family Life Center in Austin. For the past eight years, the Women’s Resource Fair has brought together various members of the Austin community to provide muchneeded free resources to homeless, low-income and battered women and their children. The need for the event was clearly demonstrated by the more than 350 women and children who attended. The need for the event was clearly demonstrated by the more than 350 women and children who attended. Throughout the day, attorney volunteers provided legal assistance in a variety of areas, including criminal law, family law, child custody, domestic violence, public benefit programs, immigration, consumer issues, and estate planning. Attendees in need of long-term assistance will be served through Texas RioGrande Legal Aid and Volunteer Legal Services of Central Texas. Medical service providers worked nonstop to provide Women’s Resource Fair 2015 Sponsors Benefactor $5,000+ CPL Laboratories Platinum $1,000+ Civil Litigation Section of the Austin Bar Association Daryl Flood Relocation and Logistics Women Partners in Health Gold $750+ Blue Cross Blue Shield of Texas Chuy’s Constangy Brooks & Smith Jackson Walker Marquee Rents Serrano’s Silver $500+ Administrative Law Section of the Austin Bar Association Beck, Redden & Secrest Driskill Hotel Hanna & Plaut Law Office of David A. Sheppard Watts | Guerra Winstead Bronze $250+ AYLA Women’s Resource Fair volunteers; Seton’s Big Pink Bus provides mobile mammography screening 39 well-woman exams, approximately 22 mammograms, and 160 vaccines, among a multitude of other medical services. Attendees had access to mental health services, debtor and credit counseling, and job skills and educational counseling. More than 50 social service providers answered questions and handed out information about various services available in the Austin community. In addition, attendees were able to shop from a substantial clothing closet and receive new haircuts. In order to make it possible for the women to take full advantage of the available services, the Fair provided childcare for their children. The kids enjoyed a magician, face painting, and other fun activities. Special thanks to Liz Branch, Lauren Kleine and Whitney Mack, the Women’s Resource Fair Committee co-chairs, and the hundreds of volunteers who made this event a huge success. Also, a heartfelt thanks to the numerous, generous sponsors who donated their time, money, and facilities to ensure a positive experience for all attending. • AL Austin Regional Clinic Nancy Callahan, Agent State Farm Insurance Fee, Smith, Sharp & Vitullo Graves Dougherty Hearon & Moody Jo’s Hot Coffee – Good Food Lawyer Referral Service of Central Texas Matt’s El Rancho MetLife Pizza Nizza – Mark Skiles Dr. John Schmid, DDS Texas Rio Grande Legal Aid Thompson, Coe, Cousins & Irons Dr. William K. Thomson, DDS Thrash Law Firm Travis County Medical Society Travis County Women Lawyers’ Association Tune Bugs Contributor Up to $250 Sun Dragon Martial Arts Texas Cold Front – Self Service Ice Machines Special Thanks BB Imaging CenTex OB/GYN First United Methodist Church Lousted Lice Treatment Paul Mitchell The School Austin South Austin Medical Clinic Texas Oil and Gas Association Texas Trial Lawyers Association Travis County Constable, Pct. 5 Volunteer Health Clinic Volunteer Legal Services of Central Texas May 2015 Austin Lawyer 21 Honoring Key Richardson: A Partner for Austin Adoption Day Richardson Retires From CASA After 15 Years of Service T hirteen years of service to Austin Adoption Day and more than seven thousand children served in the Central Texas community: That’s just a sampling of the impact Key Richardson has had on the Austin community during her time as Program Director for Court Appointed Special Advocates for Children in Travis County. Richardson retired from CASA in April, after 15 years of service to the organization. Before her last day on the job, the Austin Bar held a special luncheon at the Austin Club, presenting Richardson with a plaque and certificate for all she has done for Adoption Day since the inception of the event in 2002. “When we started Adoption Day, we knew right away that we needed to get CASA involved because of their dedication to children,” said Austin Adoption Day Chair Denise Hyde. “Key’s commitment and dedication to children and their families in Travis County is unsurpassed. She’s a tireless worker. She’s a staunch and constant advocate for the children “Key’s commitment and dedication to children and their families in Travis County is unsurpassed.” – Austin Adoption Day Chair Denise Hyde and for the children’s best interests.” When Austin Adoption Day started almost 14 years ago, CASA and CPS were the Austin Bar Association’s only partners in the event. Since then, four more partner organizations have joined, something Hyde credits Richardson with. “CASA led the way,” explained Hyde. “I think it’s because of the leadership Key has shown on the Adoption Day Committee. Everyone else we work with wants to follow in line.” Richardson is known for going above and beyond her duties on the Adoption Day Committee. The former program director not only handled her cases with expertise, but hasn’t been afraid to get down on the floor, helping to make the event’s Wizard of Oz themed yellow brick road. She’s also become well known for putting together the highly recognizable “balloon arch” each year that leads into the festivities at Mobile 512-750-8020 • Direct 512-457-9807 22 Austin Lawyer May 2015 (left to right) Lissa Adams, Judge Darlene Byrne, Jessica Blacklock and Key Richardson; (left to right) Key Richardson, Stephanie Gregoire and Janet Rodriguez the Gardner Betts Juvenile Justice Center. “I hate to play off her name and that of CASA’s, but it does seem like she is the key to the doorway of CASA,” said Judge Darlene Byrne. “She opens up so many doors for families, services, partnerships, collaborations, good work and vision. The energy and joy she has for her work is evident on her face – she glows with it. I will miss working with her greatly.” Richardson may not be working for CASA anymore, but she likely won’t be much of a stranger. She has already mentioned plans to stop by Adoption Day in November, and she might even pitch in and blow up a few balloons the night before. “She’s left us in incredibly good hands with her replacement, Sarah Christofferson. But at the same time, Key’s energy, enthusiasm, grace, kindness, pleasant attitude and sweet heart will be incredibly missed,” said Hyde. Christofferson, who took over as program director on May 1, 2015, is looking forward to her new role at CASA. But she knows she has some very big ruby slippers to fill. • AL SCOTT E. PETTIT, CPA Complementary review of prior year tax return for all new tax clients. Tax preparation and planning for individuals, partnerships, C-Corporations, S-Corporations, LLCs, Trusts and Non-Profit Organizations Call or email for a free consultation. (512) 553-5272 • info@thetexascpa.com www. THETEXASCPA .com TAXES FINANCIAL MODELING & ANALYSIS INTERNAL CONTROLS MULTISTATE PAYROLL SMALL BUSINESS STARTUP AFFIRMED Judgment upheld. TLIE was voted best in Texas. Texas Lawyers’ Insurance Exchange has been voted best professional liability insurance company in Texas four years in a row by Texas Lawyer magazine. TLIE is also a Preferred Provider of the State Bar of Texas and has returned $36,550,000 to its policyholders. With all of these accolades as well as being in the business for over 35 years, doesn’t TLIE make the BEST all around choice for you? 512.480.9074 / 1.800.252.9332 INFO@TLIE.ORG / WWW.TLIE.ORG May 2015 Austin Lawyer 23 minority bar spotlight Austin LGBT Bar: Providing Legal Training for LGBT Issues O ne of the newest minority bar associations within the Austin legal community is quickly growing. Organizers of the LGBT Bar want all Austin Bar members to know the LGBT Bar has something to offer for everyone, regardless of sexual orientation. “We are in a very exciting and volatile historical period of time with regard to the evolution of the case law and statutes and procedures, as legal processes affect LGBT people more than ever,“ said Gary Schumann, founding board member of the LGBT Bar. We are in a very exciting and volatile historical period of time with regard to the evolution of the case law and statutes and procedures... The Austin LGBT Bar organizes and promotes CLEs on how to represent gay, lesbian, and transgender clients with various issues and problems due to current legislation. “Most people are just familiar with the marriage issues,” said Schumann. “But there are also issues involving adoption, employment non-discrimination, immigration, and many other areas of the law where specialized legal knowledge is needed in order to represent these LGBT clients.” The Austin LGBT Bar offers CLE programs at least once every other month. Most of the programs are held at the Austin Bar offices. The organization also coordinates with the State Bar and other legal groups to offer joint-CLE courses. Organizers say the need for help in the LGBT community is growing. “Family lawyers have participated with us,” said Schumann. “Particularly we are having a lot of couples getting married in states where same-sex marriage is legal. Then they move to Austin because of the surge in high-tech jobs. But from healthcare to probate issues, it creates a lot of problems.” Currently, the Austin LGBT Bar has around 90 members, four officers and six other board members. The organization has been in operation for almost five years and accepts new members on a daily basis. “I think our group has been very impactful,” said Schumann. “I was at a diversity event and a father came up to me said his high school daughter had recently come out. He said seeing a group of professional lawyers suited up made him realize his daughter’s life would be just fine. She could be just like we are.” The Austin LGBT Bar is also in the process of creating an LGBT scholarship program for students. The organization raised $2,000 for the program at its annual Festivus party last December and plans are in the works for a first-ever LGBT Bar Gala Fundraiser in September. If you would like to become more involved with the Austin LGBT Bar, visit their website, austinlgbtbar.org. • AL 24 Austin Lawyer May 2015 Getting to Know Volunteer Legal Services Who We Are and Where We Are Headed By Steve Elliot, Executive Director of Volunteer Legal Services Central Texas V olunteer Legal Services (VLS) helps low-income clients in and around Austin access the civil justice system by pairing them with volunteer attorneys who donate free legal advice and representation, and by supporting and training those volunteer attorneys. Our attorneys assist people with a wide variety of critical needs. For example, they help victims of abuse end violent relationships, they connect persons with disabilities with medical and financial benefits, and they help people avoid homelessness by defending against wrongful evictions and foreclosures. The list of legal matters tackled by VLS volunteers is long and diverse. Last year, VLS attorney volunteers served nearly 5,000 people with 16,000 hours of free legal services. The value of this donated expertise is worth more than $4 million. VLS was founded in May 1981 under the name of “Austin Lawyers Care,” through the initial leadership of stalwart Austin attorneys such as J. Chris Dougherty, Clark Heidrick, Tommy Jacks, and Bea Ann Smith, to name a few. The key to the success of VLS throughout the subsequent years has been its close collaboration with Austin attorneys and with Austin bar leaders representing the Austin Bar Association, its various sections, and other local bar groups. VLS currently has 850 active attorney volunteers who take cases and staff legal advice and intake clinics. We recently enhanced our partnership with AIDS Services of Austin, through the Capital Area AIDS Legal Project, to handle hundreds of cases. Our many Austin law firm partners regularly take groups of pro bono cases on a rotating basis. The Austin Bar Association, its sections and other local bar groups provide grants and other financial support, including a grant just this past month from the Travis County Women Lawyers’ Foundation to fund VLS efforts to help single mothers defend against predatory home loan practices. VLS can truly say it is the “Lawyers’ Charity” here in Central Texas. As Austin’s population has grown, VLS has continued to meet the challenge of providing ever higher volumes of legal services. By maintaining a tight budget and a focus on low VLS Community Impact 2014 ›› 15,887 hours of attorney donated time valued at $4,114,919. ›› 2,473 hours of time donated by paralegals, interpreters and other professionals, valued at $370,958. ›› The total financial benefit to VLS clients as a result of pro bono legal services was $2,505,506. ›› 4,558 individuals attended 84 Evening Intake/Advice Clinics. ›› 196 domestic violence victims served. ›› 189 new attorney volunteers. ›› $118 cost per case. Volunteer Legal Servic Community Impact 20 15,887 hours of attorney donated time valued at $ 2,473 hours of time donated by paralegals, interp other professionals, valued at $370,958. The total financial benefit to VLS clients as a result legal services was $2,505,506. 4,558 individuals attended 84 Evening Intake/Adv 196 victims of domestic violence served. 189 new attorney volunteers. $118 cost per case. A recent Evening Clinic sponsored by VLS 2660 Cases Closed l Family l Housing l Consumer l Tort l Wills/Estate l Employment l Individual Rights l Income l Misc. overhead, VLS has been able to direct as much funding as possible to client services. To maintain this client focus, the VLS Board recently made the tough decision to move from its current downtown location in the Austin Bar Association offices to less expensive space outside of downtown. We expect the move to save more than $25,000 per year that can be directed to helping low-income central Texans resolve their legal problems. VLS greatly appreciates the generosity of the Austin Bar Association in supporting VLS’ tenancy at the Bar Association offices. The location of its offices, however, by no means should define or limit VLS’ collaboration with the Austin Bar. Regardless of its office location, VLS will continue its close collaboration with the Austin Bar Association and other bar leadership groups, and will place renewed emphasis on identifying means to collaborate with Austin lawyers to promote pro bono legal services. VLS expects to move late this summer. Please wish us well on this move and know that we are dedicated to continuing collaboration with the Austin Bar Association, other bar leaders, and the wonderful lawyers in downtown Austin and throughout central Texas. • AL May 2015 Austin Lawyer 25 upcoming events May 8 15 21 22 Austin Advisors Forum: Estate Planning & Probate Full-day CLE Time: 9 a.m. – 4:30 p.m. Location: J.J. Pickle Research Campus, Li’l Tex Auditorium, Commons Building, 10100 Burnet Rd. CLE: 5.75 hours, including 1 hour of ethics credit Register at http://bit.ly/AAF2015. Family Law Section Full-day Seminar Time: 9 a.m. – 4:30 p.m., followed by a happy hour Location: St. Edwards University CLE: 6 hours of credit (pending) For more information contact: abafamilylawsection@ gmail.com or Dawn at 512-481-0330. Solos Supporting Solos Meeting Time: 7:30 – 8:30 a.m. Location: Cafe Express, 3418 N. Lamar Blvd. Topic: Balancing for Clients, Growth, and Life Speaker: Mike Carr, Performance Trainer Member’s Only 4th Friday Free CLE Time: Noon – 1 p.m. Location: Austin Bar, 816 Congress Ave., Suite 700 Topic: Observations from the Bench Speakers: Judge Todd Wong, County Court Judge at Law One, and Randall Slagle, Justice of the Peace Precinct 2 CLE: 1 hour ROBERT M. CAIN, MD Board Certified Neurologist 42 Years in Austin EXPERT WITNESS Fair. Dependable. Accurate. neurologyaustin@juno.com (512) 458 - 8900 BRAIN, CONCUSSION & SPINE 26 Austin Lawyer May 2015 classifieds OFFICE SPACE Downtown Attorney Office Available on Congress Avenue. Sublease includes office furnishing, high-speed internet, law library, reception area and services, shared conference room, and kitchen/break room. Month-to-month sublease also available. Call 512.476.5757 for more information. Office space available two blocks from Courthouse. Common areas include: reception, two conference rooms and kitchen. Tenants share reception staff for greeting incoming clients, accepting deliveries and mail distribution. We have one 12’x12’ window office and one 14’x11’ window office. Both have views of west Austin. We also have a 9’x7’ interior office available. Offices can be leased together or separately. Parking in the attached garage is $110 per month per automobile, tax inclusive. Please call 512.478.1011 to schedule an appointment to visit the space. Private office space – 120 square feet – Free Parking. We are looking for an individual to join our shared space on South Congress near Riverside. Our businesses are focused on energy, water, natural resources, communications and community outreach. Access to conference room and high speed internet. For more information, contact Samantha Robledo at 512.707.1116. The Austin Bar Association has 2104 – 3494 square feet of office space available Oct. 1 at 816 Congress, Suite 700, perfect for a law firm. Fitness Center, 24-hour security parking, three conference facilities, on-site deli, storage facilities and outdoor and indoor space for private events. For more information, please contact Burke Kennedy, 512.717.3070. For rent in Westlake. Wellappointed private office space available in law office suite on the top floor of a Class A suburban office building complex. The suite has an available extra work station for an assistant. Shared amenities include law library, conference room (with an exceptional view of downtown Austin), kitchen/break area, copier/fax/ scanner, high-speed internet. Location is 1250 Capital of Texas Hwy S., Ste. 3-601 in the Class A suburban office building complex. Please call Tish at 512.327.3400. COMPREHENSIVE FAMILY LAW PRACTICE Particular expertise in complex estates, intellectual property, special needs children, pre- and post-marital agreements, and contested custody cases Noelke Maples St. Leger Bryant, LLP PARTNERS: LEA C. NOELKE KEITH D. 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