1 CAPA and District 4 of the Paralegal Division of the State Bar of Texas proudly present Litigation Nuts and Bolts, a day-long series of continuing legal education presentations focusing on litigation-related topics. Free Parking! The National Association of Legal Assistants Paralegals (NALA) has approved this Seminar for 7 hours of CLE credit. The Texas Board of Legal Specialization (TBLS) has approved this Seminar for 7 hours of CLE credit in Civil Trial Law, Personal Injury Trial Law, Family Law, and Real Estate Law. At the conclusion of this seminar, a lucky attendee will walk away with a Grand Prize valued at $500. Must be present to win. AGENDA 8:00 to 8:30 Registration (Breakfast) 8:30 to 9:30 Speaker: Roy A. Spezia Jury charge 9:30 to 10:30 Speaker: Anderson M. Simmons Affidavits 10:30 to 10:45 Break 10:45 to 11:45 Speaker Karen C. Burgess Pre-trial orders and 30-day checklists 11:45 to noon Break (boxed lunch) Noon to 1:00 Speaker: Velva L. Price and Rachel Castro e-filing 1:00 to 1:15 Break 1:15 to 2:15 Speaker: Karen E. Gross and panel Trial notebooks 2:15 to 3:15 Speaker: Gary A. Thornton Spoliation 3:15 to 4:15 Speaker: Benjamin S. Walton Legal Research, citation and writing 4:10 to 4:30 Door prizes
2 SYLLABUS LITIGATION: NUTS & BOLTS Topic Title: The Jury Charge Speaker: Roy A. Spezia, Esq. Time: 3:15 p.m. - 4:15 p.m. Learning objectives: Texas Pattern Jury Charge; preparing the charge: elements of causes of action and damages; challenges to the charge: preservation of error Topic Title: Everything A Paralegal Should Know About Drafting Affidavits Speaker: Anderson M. Simmons, Esq. Time: 9:30-10:30 a.m. Learning objectives: Rules regarding drafting an affidavit; Necessary elements of an affidavit; How to establish foundation and to avoid challenges to affidavits Topic Title: Pre-Trial Orders and 30-day Deadlines Speaker: Karen C. Burgess, Esq. Time: 10:45-11:45 a.m. Learning objectives: Pre-trial orders in federal and state courts; Discovery plans; supplementation of discovery responses before trial; Mapping tasks for a new trial Topic Title: Mandatory e-filing in Texas State Courts Speakers: Velva Price and Rachel Castro, Travis County District Clerk s Office Time: 12 p.m. - 1:00 p.m. Learning objectives: Mandatory e-filing rules; E-filing in Travis County; Do's and Don'ts Topic Title: Trial Notebooks Speaker: Karen E. Gross, Esq., Jennifer A. Lloyd, Esq., and panel Time: 1:15 a.m. - 2:15 p.m. Learning objectives: Trial notebook strategies and guidelines; trial notebook contents - best practices for efficient organization; trial notebook timelines, updates and troubleshooting tips Topic Title: Evidence Spoliation: Saving Your Boss! Speaker: Gary A. Thornton, Esq. Time: 2:15 p.m. 3:15 p.m. Learning objectives: Definition and history of spoliation laws in Texas; new Texas spoliation law; effect of spoliation sanctions; the charge - examples of spoliation instructions Topic Title: Legal research, citation and writing Speaker: Benjamin S. Walton, Esq. Time: 8:30-9:30 a.m. Learning objectives: Legal research fundamentals; IRAC; how to find statutes, cases and rules; Basic rules of legal citation; citation pitfalls; Texas citation; Fundamentals of legal writing; what attorneys and judges look for
3 Roy A. Spezia, Esq. Germer Beaman & Brown PLLC 301 Congress Avenue, Suite 1700 (512) Roy A. Spezia is a principal at Germer Beaman & Brown PLLC and has focused his practice in the area of products liability for over twenty-five years. Mr. Spezia is regional counsel for an automobile manufacturer for all of its products liability matters in Texas, Oklahoma and New Mexico. Additionally, he serves as national counsel in door latch litigation for a global automotive supplier. Mr. Spezia is licensed to practice in the United States District Court for the Eastern District of Michigan and in the United States District Court for the Northern, Southern, Eastern and Western Districts of Texas. He is a member of the State Bar of Texas, Texas Association of Defense Counsel, Austin Bar Association, State Bar of Michigan, Defense Research Institute and Federation of Defense and Corporate Counsel. Mr. Spezia practices in the areas of automotive products liability, commercial litigation, toxic tort litigation, and insurance defense. Anderson M. Simmons, Esq. The Law Office of Anderson M. Simmons, P.C. 702 Rio Grande (512) Anderson M. Simmons is licensed to practice law in Texas (1997) and California (1995). He obtained his B.A. at the University of Texas at Austin in 1989 and graduated cum laude from Case Western Reserve University School of Law in He began practicing law in 1995 with the insurance defense firm of Sims, Morrow & Manning, Newport Beach, California, where he defended construction companies in construction defect litigation and general tort litigation as well as defending other attorneys against claims of legal malpractice. He joined Clark, Thomas & Winters, P.C. in Austin, Texas in 1997, where he defended automobile makers in products liability cases throughout Texas. In 2002, he left the firm to become general counsel for Southwestern Recreational Industries, Inc. where he handled a wide variety of litigation and transactional matters including contracts, labor and employment, OSHA, real estate and intellectual property. In 2003, Mr. Simmons started his own civil law practice in Austin, Texas, concentrating in commercial litigation, business, corporate, intellectual property and consumer law. Representative clients include construction companies, advertising agencies, food manufacturing companies, restaurant groups, high tech entrepreneurs, investors, other law firms and consumers. Though a solo attorney, he provides a full range of legal services to many small businesses. He is a member of the Austin Bar Association and a Fellow of the Texas Bar Foundation.
4 Karen C. Burgess, Esq. Richardson + Burgess LLP 221 West 6 th Street, Suite 900 (512) Karen Burgess is a founder of Richardson + Burgess LLP. Karen has an AV Preeminent rating by Martindale-Hubbell, reflecting the highest ethical standards and legal ability, and she is Board Certified in Civil Trial Law by the Texas Board of Legal Specialization. She is ABOTA s President, an active member of the American Board of Trial Advocates, and a member of the National Board of Directors. Thomson Reuters recently named her a Top 50 Women Super Lawyer as well as a Top 50 Central & West Texas Super Lawyer. Since 2012, Thomson Reuters has named her a Super Lawyer, and had previously listed her as a Rising Star. The Travis County Women Lawyers Association named her Litigator of the Year for Karen served as Chair of the Austin Bar Association Civil Litigation Section Board from In 2011, Karen was also selected as a Winning Woman by Texas Lawyer, an honor reserved for only twenty attorneys in the State of Texas. Ms. Burgess handles complex business cases, including trade secret, securities, fiduciary, contract, partnership, insurance, employment, construction, real estate and oil and gas litigation. Before practicing law in Austin, Ms. Burgess earned her B.A. in Economics, Spanish, and Policy Studies from Rice University, where she had the opportunity to study at the Universidad Catolica in Valparaiso, Chile, and a J.D. from The University of Texas School of Law in Austin. She is admitted to practice before Western, Northern and Southern U.S. District Courts of Texas, the U. S. Court of Appeals for the Fifth Circuit, and the Supreme Court of Texas. Ms. Burgess is the incoming President of the People s Community Clinic Board of Trustees. Velva L. Price, Esq. Travis County District Clerk Travis County Courthouse P. O. Box 1748 Austin, Texas (512) Travis County's District Clerk, Velva L. Price arrived in Travis County, Texas in 1983 to attend the University of Texas School of Law. After graduating in 1986, she represented clients that ranged from individuals, governmental entities and corporations throughout Texas. She has been involved in the community since coming to Travis County. Ms. Price was the first African-American woman to be elected as President of the Austin Bar Association. She also served as President of the Austin Black Lawyers Association and the Travis County Women Lawyers Association. In addition, she was selected as Chair of the City of Austin Minority-Owned and Women-Owned Business Enterprise and Small Business Enterprise Procurement Program Advisory Committee as well as Chair of the Travis County Civil Service Commission for Sheriff's Office Employees. Further, Velva has volunteered for many other boards and commissions including the State Bar of Texas, Volunteer Legal Services, Interfaith Action of Central Texas [IACT], Texas Supreme Court Grievance Oversight Committee, City of Austin Ethics Review Commission, Austin Community Radio, Inc. dba KAZI 88.7 radio station, and David Chapel Missionary Baptist Church Usher Board. As the daughter of a veteran, Ms. Price had the opportunity to live throughout the United States and Europe. Her commitment to service started in the communities where her family lived, because her parents instilled in their children the belief that people are more alike than they are different, and that most want to make the world a better place, if given a chance.
5 Karen E. Gross, Esq. Attorney at Law 704 W. 9 th Street (512) Karen E. Gross earned her Bachelor s degree in Government and History from the University of Texas at Austin, and her law degree from the University of Houston Law Center. Her involvement in the Austin community runs deep. Before heading to law school, she worked at City Hall as a policy director for an Austin City Council member, where she focused on urban planning policy, renewable energy, community relations and media strategy. Ms. Gross recently had the honor of serving as community director for the Austin Anti-Defamation League a non-profit committed in mission to securing justice and fair treatment for all. In that capacity, she oversaw the launch and implementation of the Austin/Travis County Hate Crimes Taskforce. This community-minded initiative, spearheaded by Travis County District and County Attorneys, Austin s Chief of Police, City Council members and civic, business, academic and nonprofit institutions, has the stated mission of reducing hate and bias throughout central Texas. The exposure to principles of restorative justice for victims and offenders during her work with the Hate Crimes Taskforce inspired Ms. Gross s interest in the field of criminal defense. She has always been a strong advocate for the issues and causes she believes in. Never one to back down from a just fight, Ms. Gross sought a career in criminal defense because of her desire to fight for others rights and liberties. Every time she steps into the courtroom on behalf of a client she brings her passion for advocacy, justice and fairness along with her. Jennifer A. Lloyd, Esq. Law Office of Jenny Lloyd P.C. P.O. Box Austin, Texas (512) Jenny Lloyd practices in all areas of civil litigation, in state and federal courts and arbitration, with particular experience in complex business litigation including securities, shareholder and fiduciary disputes, class actions, contract and licensing disputes, and business torts. She also has experience in intellectual property litigation, including patent, copyright and trademark disputes. Ms. Lloyd has represented individuals and businesses of all types, from local start-up companies to international publicly-traded entities. She helps her clients efficiently resolve their disputes with competitors, customers, vendors, employees, or shareholders, from presuit evaluation through trial and appeal. After starting her career at a litigation boutique and many years at a large international law firm, Ms. Lloyd created her own practice to continue to provide high quality and efficient solutions to business disputes for her corporate and individual clients. She was previously a Law Clerk for the late Judge Barefoot Sanders in Dallas, an associate at George & Donaldson LLP, in Austin, and Of Counsel at DLA Piper LLP from Ms. Lloyd is admitted to practice in all state and federal courts in Texas as well as the U.S. Court of Appeals for the Fifth Circuit.
6 Gary A. Thornton, Esq. Jackson Walker LLP 100 Congress Avenue, Suite 1100 (512) Mr. Thornton's legal practice focuses in the area of non-subscriber tort litigation and employment law defense. He wrote the foundation article for the Texas Bar Journal on non-subscriber litigation. Since that time he has represented companies all over Texas in both non-subscriber litigation and all areas of employment law. Prior to joining the firm, Mr. Thornton was a radio/television news broadcaster, college professor, and, after law school, he was a briefing attorney for Chief Justice Jack Pope of the Texas Supreme Court. Mr. Thornton is a member of the State Bar of Texas, the Austin Bar Association, the American Bar Association and the Christian Legal Society. He has served as president of the Travis County Bar Association, a member of the MCLE Texas State Bar Committee and one of the chairmen of Committees for the Litigation Section of the American Bar Association. Mr. Thornton has been a leader in Austin and Travis County for many years. He has served on the Board of Directors for the Texas Association of Business, the Greater Austin Chamber of Commerce (GACC), the Austin Graduate School of Theology, the Board of Trustees for Abilene Christian University, and the Board of Visitors at Pepperdine University School of Law. Mr. Thornton earned his B.A. degree, and Master s degree in mass communications, from Abilene Christian University and his J.D. degree from Pepperdine University. Among the articles he has authored are Additions to and Realignments of Travis County Courts to Help With Heavy Criminal Docket and Condemnation Explosion, Austin Lawyers Journal; Litigation Involving Non-Subscribers to Workers Compensation Insurance, Texas Bar Journal; Jury Selection Study, Austin Lawyers Journal, The County and District Clerk; Litigation Involving High Power Electrical Transmission Line Cases Condemnation Law Trends (Spring 1992) and Current Condemnation Law (American Bar Association 1994). In the past few years, Mr. Thornton has lectured at large conferences on Non- Subscriber/Employee Injury Case Law, contributed articles to the Texas State Bar Worker s Compensation Section Newsletter, written a monthly Employment Newsletter for his clients, and lectured on Employment Law at area universities. Benjamin S. Walton, Esq. Germer Beaman & Brown PLLC 301 Congress Avenue, Suite 1700 (512) A native Texan, Ben Walton obtained his B.A. in Christian Philosophy from Whitefield College (Lakeland, FL) in Mr. Walton graduated summa cum laude from Liberty University School of Law (Lynchburg, VA) in While in law school, he served as Editor-in-Chief of the Liberty University Law Review and received numerous advocacy awards in both local and national moot court tournaments. Before joining the Austin office of GERMER in 2014, he clerked for the Hon. Alice M. Batchelder (U.S. Court of Appeals for the Sixth Circuit) and the Hon. William G. Petty (Court of Appeals of Virginia). Mr. Walton is a member of the State Bar of Texas and is admitted to practice in all state courts in Texas. He is also admitted to practice in the United States District Court for the Western, Southern, Northern, and Eastern Districts of Texas, as well as the United States Court of Appeals for the Sixth Circuit. Additionally, he is a member of the Texas Young Lawyers Association, the Texas Association of Defense Counsel, and the Defense Research Institute. Mr. Walton practices in various areas of civil litigation in both state and federal court, including products liability, construction litigation, personal injury, and insurance defense.
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