24th Annual Advanced Evidence and Discovery
Transcript of 24th Annual Advanced Evidence and Discovery
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MCLE CREDIT 12.5 HoURS (2.5 ETHICS)
LIVE HoustonMay 12-13, 2011
Advanced Evidence and Discovery Course
24th Annual
Topics Include:• Publicly Available Discovery Using the Internet
• Ethical and Procedural Considerations in Deposition Practice • Spoliation of Evidence
• Discovery from Non-Parties
• Judicial Perspectives on Discovery Sanctions, Motions
to Compel, etc.
LIVE San antonioMay 26-27, 2011
VIDEO DallasJune 30-July 1, 2011
VIDEO HoustonJuly 14-15, 2011
Course materials available on a USB drive
MCLE CREDIT
Thursday 7.25 hours including 1.5 ethics
8:00 Registration and Continental Breakfast
8:30 Announcements and Welcoming Remarks
Course Director John G. Browning, Dallas Thompson Coe Cousins & Irons
8:45 Supreme Court/Appellate Update .75 hr
Hon. David W. Evans, Dallas Law Offices of Stephen F. Malouf
9:30 Federal Update on Evidence and Discovery .5 hr
Michael C. Smith, Marshall Siebman, Burg, Phillips & Smith
10:00 Break
10:15 Publicly Available Discovery Using the Internet .75 hr
Stephen F. Malouf, Dallas Law Offices of Stephen F. Malouf
11:00 Demonstrative Evidence .75 hr Houston Frank L. Branson, III, Dallas Law Offices Of Frank Branson
San Antonio Francisco Guerra, IV, San Antonio Watts Guerra Craft
11:45 Break - Lunch Provided
12:00 Luncheon Presentation: Update on the Disciplinary Rules .75 hr ethics
Thomas H. Watkins, Austin Brown McCarroll
12:45 Break
1:00 Scope of Discovery .75 hr Paul N. Gold, Houston Aversano & Gold
1:45 Depositions overview .5 hr Cynthia J. Barela Graham, Amarillo Law Office of Cynthia Barela Graham
2:15 Ethical and Procedural Considerations in Deposition Practice .5 hr (.25 ethics)
Kent M. Adams, Houston Lewis Brisbois Bisgaard & Smith
2:45 Rule 202 Depositions .5 hr Buena Vista Lyons, Dallas Ford & Harrison
3:15 Break
3:30 Preservation of Error .5 hr Marie Roach Yeates, Houston Vinson & Elkins
4:00 Expert Witnesses .5 hr Alistair B. Dawson, Houston Beck Redden & Secrest
4:30 Practicing Law and Wellness: Modern Strategies for Lawyers Dealing with Anxiety, Addiction, and Depression .5 hr ethics
Houston Texas Lawyers Assistance Program
San Antonio Ronald D. Krist, League City The Krist Law Firm
5:00 Adjourn
TexasBarCLE presents the 24th Annual
Cosponsored by the Litigation Section of the State Bar of Texas
Litigation Section members can save $75!
live Houston May 12-13, 2011 Norris CityCentre
Register by April 28, 2011 and save $50!
live San antonio May 26-27, 2011Hyatt Regency Hill Country Resort & Spa
Stay for Memorial Day weekend and receive our discounted hotel room rate!
Register by May 12, 2011 and save $50!
video Dallas June 30-July 1, 2011Cityplace Conference Center
Register by June 16, 2011 and save $50!
video Houston July 14-15, 2011Crowne Plaza River Oaks
Register by June 30, 2011 and save $50!
12.5 HoURS (2.5 ETHICS) MCLE CoURSE No: 901214612Applies to the College of the State Bar of Texas and the Texas Board of Legal Specialization in Civil Appellate Law, Civil Trial Law, Criminal Law, Family Law and Personal Injury Trial Law.
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Advanced Evidence and Discovery Course
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TexasBarCLE Advanced Courses are sponsored by LexisNexis, a division of Reed Elsevier Inc.
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Course DirectorJohn G. Browning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Dallas
Planning CommitteeKent M . Adams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .HoustonCynthia Barela Graham . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AmarilloStephen F. Malouf . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .DallasLaura M. Merritt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AustinHon. Maria Salas-Mendoza . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . El PasoMichael C. Smith. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Marshall
TexasBarCLE Planning TeamHedy Bower . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Sr. Program AttorneyShawna Renold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Program Coordinator
Friday 5.25 hours including 1 ethics
8:45 Announcements and Continental Breakfast
9:00 E-Discovery .75 hr Houston David A. Chaumette, Houston De la Rosa and Chaumette
San Antonio Peter S. Vogel, Dallas Gardere Wynne Sewell
9:45 Spoliation of Evidence .5 hr (.25 ethics)
Rhonda Hunter, Dallas Law Office of Rhonda Hunter
10:15 Break
10:30 Social Media .5 hr John G. Browning, Dallas Thompson Coe Cousins & Irons
11:00 Discovery from Non-Parties .75 hr
Laura M. Merritt, Austin Wilson Sonsini Goodrich & Rosati
11:45 Break - Lunch Provided
Litigation Section of the State Bar of TexasWalker Friedman . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ChairLinda S . McDonald . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Chair-ElectMichael C. Smith . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Vice ChairChristy Amuny . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Treasurer Pat Long Weaver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .SecretaryFred Bowers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Immediate Past Chair
State Bar of TexasTerry Tottenham . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .PresidentPablo Almaguer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Chair of the BoardBob Black . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . President-ElectRoland Johnson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Immediate Past PresidentJennifer Evans Morris . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TYLA PresidentF. R. “Buck” Files, Jr. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Chair, CLE CommitteeTalmage Boston . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Chair, Board PDP CommitteeMichelle E. Hunter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Executive Director Patrick A. Nester . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Director, TexasBarCLE
12:00 Luncheon Presentation: Judicial Perspectives on Discovery Sanctions, Motions to Compel, etc. 1 hr (.5 ethics)
Houston Hon. Micaela Alvarez, Laredo Judge, United States District Court
Southern District of Texas
Hon. Michael D. Miller, Houston Judge, 11th District Court
Hon. Maria Salas-Mendoza, El Paso Judge, 120th District Court
Hon. Robert J. Wortham, Beaumont Judge, 58th District Court
San Antonio Hon. Xavier Rodriguez, San Antonio Judge, United States District Court
Western District of Texas
Hon. Micaela Alvarez, Laredo Judge, United States District Court
Southern District of Texas
Hon. W. Royal Furgeson, Jr., Dallas Judge, United States District Court Northern District of Texas
Hon. Robert J. Wortham, Beaumont Judge, 58th District Court
1:00 Break
1:15 Responsible 3rd Party Practice .5 hr Troy R. Ford, Houston Beck Redden & Secrest
1:45 Lost Profits Damages .75 hr Hon. Martin L. Lowy, Dallas 101st District Court
2:30 Privileges Relating to Witnesses and Documents .5 hr (.25 ethics)
Mark D. White, Amarillo Sprouse Shrader Smith
3:00 Adjourn
Advanced Evidence and Discovery Course
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fyi I N F O R M a T I O N
Reserve your Hotel Room EarlyHotel rooms have been blocked at special rates on a space available basis. To make a reservation, contact the hotel and indicate that you will be attending this State Bar of Texas course.
HOUSTON LiveNorris CityCentre803 Town & Country LaneHouston, TX 77024(713) 590-0950Located at the southeast corner of I-10 and Beltway 8, behind Studio Movie grill. Hotel Sorella800 West Sam Houston Parkway n.Houston, TX 77024(713) 973-1600 $159 for a single/doubleDeadline: april 11, 2011
SaN aNTONIO LiveHyatt Hill Country Resort9800 Hyatt Resort DriveSan Antonio, TX 78251(210) 647-1234 $207 for a single/doubleDeadline: april 28, 2011 Make your hotel reservation online: http://tinyurl.com/evdisc2011
DaLLaS VideoCityplace Conference Center2711 north Haskell Avenue, Suite 100 Dallas, TX 75204(214) 515-5100
HOUSTON VideoCrowne Plaza River Oaks2712 Southwest FreewayHouston, TX 77098(713) 523-8448
no hotel rooms have been blocked for the videos.
Meet the “Register By” Deadline and Save $50 because early registrations help us ensure that sufficient course books, seating, and refreshments are available. Course materials and seating will be reserved for pre-registrants until the start of the first topic.
Litigation Section Members Can Save $75by registering no later than the “Register by” date for that course (thereafter, save $25); see the registration form. not a member? To join, email [email protected] or phone 800-204-2222, x1425. Please do not send Section membership payment with your registration fee.
Earn Discounts by Registering Five or Morefrom your firm or agency. Contact Firm & group Sales Manager Laura Angle of Texas Bar Solutions at 512-250-5575 or [email protected].
State Bar Policy §7.03.06 allows active State and Texas-area Federal Judges to attend for Freeprovided (1) the course is directly related to their tribunal’s jurisdiction, (2) they are full-time judges or judges retired under the Texas Judicial Retirement System and (3) space is available for all paying registrants. This privilege does not extend to receivers, trustees, court staff, or persons serving part-time in any judicial capacity. nOTE: Judges must actually attend to receive course materials.
Parking Information is subject to change without notice and is not a guarantee of available space. aLL LOCaTIONS: Self-parking is complimentary.
If you Need Special accommodations to attend,please contact us as soon as possible at 800-204-2222, x1797. For the Cityplace Conference Center in Dallas, please call us at 800-204-2222, x1797 in advance of your arrival so that assisted parking can be arranged for drivers of handicap-designated vehicles.
Registered But Can’t attend? Still Earn MCLE Creditand receive course materials by (1) calling 800-204-2222, x1574 to transfer your registration to a later presentation or (2) taking the course online later, in which case you’ll automatically be sent the course materials; see “FREE TO OUR REgISTRAnTS!,” below. However, if you wish to receive a refund instead, mail or fax (512-427-4111) your request so that we receive it at least one business day before the program.
FREE TO OUR REgISTRAnTS!Online Videos and MP3s of the Topics, as well as PDFs of Course Materials,will be available to registrants 6-8 weeks after the course. Provide us your email address when registering and we’ll alert you when these benefits are available and how to access them. (note: Presentation lengths may vary from that which was advertised.) There’s no extra charge; as a registrant, you’re already entitled!
Policy of Impartiality The State Bar of Texas does not endorse political candidates. When a candidate for public office is included in promotion for or participates in a TexasBarCLE event, the State Bar is not taking a position for or against anyone’s candidacy.
Ways to Save on This Course!
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OnlineTexasBarCLE.comcredit card only
Phone800-204-2222, x1574during business hourscredit card only
Fax512-427-4111credit card only
MailState Bar of Texas - CLELB #972298P. O. Box 972298Dallas, TX 75397-2298check or credit card
Registeringfive or more?E-mail Laura Angle at [email protected] for group discount information.
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*PDFs of course materials will be available for purchase 6-8 weeks after the course in the Online Library at TexasBarCLE.com. Registrants receive access to the PDFs at no additional charge (see “Free to Our Registrants” on page 4).†Plus 8.25% sales tax on total. Please include sales tax or attach an exemption certificate. Book and USB orders are shipped separately and filled 4-6 weeks after the live program. A bill will be sent unless a credit card charge is authorized on this form.
QUESTIONS? 800-204-2222, x1574 • 512-427-1574
I want my Advanced Course materials format to be:q Electronic materials (PDFs on a USB drive)q Hard-copy materials (1 notebook) q BOTH so I’ll ADD $80
I can’t attend. Just send course materials.* FREE Shipping & Handling
Here are my choices: [5060]
Advanced Evidence and Discovery Course q Houston LIVE, May 12-13 . . . . . . . . . . . $645 Take $50 OFF: Register by April 28
q San Antonio LIVE, May 26-27 . . . . . . . . $695 Take $50 OFF: Register by May 12
q Dallas VIDEo, June 30-July1 . . . . . . . . . $545 Take $50 OFF: Register by June 16
q Houston VIDEo, July 14-15 . . . . . . . . . . $545 Take $50 OFF: Register by June 30
Course benefits include: • Continental breakfast and lunch provided both days
• Complimentary wireless internet signal and convenient access to electrical powerstrips in the meeting room • Complimentary parking
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q Check (enclosed) payable to the State Bar of Texas for $__________
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PLEASE PRINT LEGIBLY Account No. _____________________________ Exp. Date _______
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E-Mail: __________________________________________________________________________A confirmation of your registration will be sent to the e-mail address you provide.
Advanced Evidence and Discovery Course on the Advanced Course save up to $75!
I’m entitled to 1 or 2 discounts on the Advanced Course:q $50 OFF because I’m registering by the “Register by” date at
the left . (If by mail, date of postmark will be determinative.)
$25 OFF because (choose only 1 box) I’m a member of the q State Bar Litigation Section q State Bar Collegeq Legal Administrators or Paralegal Division OR q I am licensed 2 years or less .
$ ___________ is my total for course(s) and materials.
q As a judge, I AFFIRM I qualify under §7.03.06 (State Bar Policy Manual) for complimentary admission (see pg. 4).
Your course registration fee includes a complimentary member-ship in the State Bar Litigation Section through June 1, 2012 (if you are not already a member). If you are already a member of the Litigation Section, please take advantage of the $25 discount above. If you do NOT want to take advantage of this special offer to join the Litigation Section, please check here: q
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q Advanced Course book . . . . . . . . . . . . . . . . . . $155 each†
q Advanced Course materials on USB drive . . . . . . $155 each†For information on audio CDs of the course topics, contact our DVD CLE service at 800-204-2222, x1575. MP3 files of the course topics will be downloadable from TexasBarCLE.com 6-8 weeks after the course.
Registration Form w a y S T O R E g I S T E R
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State Bar of TexasP.O. Box 12487Austin, TX 78711-2487
NON PROFIT ORGANIZATION
U.S. POSTAGEPAID
PERMIT NO. 1804AUSTIN, TEXAS
Advanced Evidence and Discovery Course 2011LIVE May 12-13, 2011 Houston
LIVE May 26-27, 2011 San Antonio VIDEO June 30-July 1, 2011 DallasVIDEO July 14-15, 2011 Houston
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The benefits of membership in the Litigation Section
The Section provides grants to worthy projects, sponsors ethics-accredited programs and lectures at law schools, and works to attract nationally known keynote speakers for the Bar’s Annual Meeting. When there
are court rules being considered that will affect how lawyers practice, the Section takes a lead in advocacy with the Texas Supreme Court.
In addition, the Section cosponsors top-notch continuing legal education with TexasBarCLE, earning its members a discount. In a typical year, this would mean discounted attendance at these popular programs: the Litigation Update Institute, the Advanced Evidence and Discovery Course, the Advanced Civil Trial Course, and the Advanced Personal Injury Law Course.
One of the largest State Bar sections, the Litigation Section is committed to providing
information and education about important and news-making topics that impact the profession. All members receive the respected quarterly journal, The Advocate, featuring updates and analyses of issues by some of the state’s most distinguished practitioners.
Sections can do much to enhance your professionalism. Enjoy the benefits of membership in the Litigation Section! L I T I g AT I O n S E C T I O n . C O M