2015 Midyear Meeting and CLE Seminar:
Law Practice Fundamentals - It's as Simple as PI

Thursday Afternoon June 4 • Omni Hotel Downtown, Austin, TX
3.00 hrs MCLE credit available including .50 hrs ethics credit

Course Director: Heather Long, The Aldous Law Firm, Dallas, TX



General Forms

Internal Forms

Petitions, Motions, Discovery


2:00 pm

Registration Opens


Moderator: Larry Taylor, Jr., The Cochran-Dallas, PLLC, Dallas

2:30 pm – 3:00 pm

.50 hr

Setting Up Your Practice

Josh Davis, Josh Davis Law Firm, Houston
Shannon Loyd, The Loyd Law Firm, P.L.L.C., San Antonio

3:00 pm – 3:30 pm

.50 hr

Case Intake and Evaluation
How to decide whether to take a case; practical considerations; components in claim; what is my cause of action; how to please non-subscriber case; anti-SLAPP; case checklist
Andrew Dunlap, Fibich Leebron Copeland Briggs & Josephson LLP, Houston

3:30 pm – 4:00 pm

.50 hr

Practical Research and Investigation Tips
Legal research on the cheap; overview of options and tips to use sites/ find the research you need; list server and other great resources; eFiling on the cheap
Cullen McMahon, W. Cullen McMahon, P.L.L.C., Dallas

4:00 pm – 4:10 pm


4:10 pm – 4:40 pm

.50 hr ethics

Top 5 Common Ethical Issues in New Firms and that Lawyers Face
IOLTA in your practice; mixing funds; using clients’ funds; how to identify conflicts between lawyers; avoiding common ethical pitfalls
Lance A. Pool, Steckler Law Group, Dallas

4:40 pm – 5:10 pm

.50 hr

Fixing and Avoiding Common Litigation Missteps
Avoiding and repairing mistakes in discovery and litigation; checklist of deadlines for both state and federal court; how local rules in various courts affect deadlines.
Luke Metzler, Miller Weisbrod, LLP, Dallas

5:10 pm – 5:40 pm

.50 hr

Reflections on What I Learned From Hanging a Shingle
What I learned when I started out: from scratch as a new lawyer out of law school; partnered to form a firm
Kyle Herbert, Simon, Herbert & McClelland LLP, Houston

5:40 pm

Law Practice Fundamentals Adjourn