Paralegal Journal winter 2022 vol. 27 no.3TPJ - State Bar of Texas Paralegal Division
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PRESIDENT’S by Susi Boss, President Message W e are in the the down- hill run of my year as add to your knowledge and have some fun as well. Take advantage new rules, upcoming CLEs, and current courthouse protocols. Make sure you make contact with your President and while it of what they have District Director and make arrangements has moved quickly I found and developed. to obtain your 40th Anniversary gift and hope we have all taken Remember during pin. Having trouble making contact, just the time to slow down this time to take let me know or Lisa Pittman, President- and spend more time advantage of the Elect. with our families and seminars and webinars I am so proud of this organization friends but to also find our Directors have and all of the men and women who ourselves as paralegals. and are still putting worked so hard to make it come to TAPS 2021 was amazing together for you. fruition with the support and hard work and we are still hearing Remember to KEEP of the State Bar in having faith in our great things from it. Ready for TAPS 2022 YOUR CLE forms. profession. Congratulations and happy in Ft. Worth?? It’s going to be amazing. Please always find your voice through 40th Anniversary. You all have made our anniversary of the TPJ! Susi Boss 40 years an amazing show of how Texas Keep up with what’s going on in your President 2021-2022 does it bigger and better and I expect all of local districts and share that information. Paralegal Division us to keep that going. Frustration is sharing information and State Bar of Texas The editor for the TPJ and the editor then someone saying, “Oh, I knew that for the “Paralegal Pulse” work hard and and have been doing it for weeks.” Keep tirelessly to bring you great information, the rest of your co-workers in the light of C 130;&5C+-@C -75C 3C33C!30=7#C B 8>/4('."C>'8$C24)")6C4/66C8$C688 B />4 )C C/22/48:.'8'6C6:$C6C ?5 ;-C 3*!*C+&-3C B 4/66'/.)C'8$C6:68.8'
winter 2022 vol. 27 no.3 Focus on. . . TPJ Texas Paralegal Journal Quarterly Board Summary Even-Numbered District Director Election Notice 37 37 The Paralegal Division Celebrates its Award History 40th Anniversary 4 38 President’s Page 16 Celebrating 40 Years Paralegal Division Chairs Et Al. and Presidents 17 Hot Cites 2021 Paralegal Division Annual Meeting “Against All Odds” Presidents’ Retrospections 18 41 Inflation is Here. How Should I Award of Excellence Respond? 43 Paralegal Division State Bar of Texas Column on Establishment in 1981 31 Special Award 44 26 Behind the Digital Curtain of the Exceptional Pro Bono Award The Genesis of the Paralegal Division of Paralegal Division – Len Hardin and 44 David Timmons TAPS is Roaring into 2021 the State Bar of Texas – A Tale of Three Who Made it a Reality 33 45 27 TAPS Scholarship Recipients 46 Well-Wishes from Charter Members Columns TAPS Sponsors 47 28 Exceptional Pro Bono Award President’s Message Nomination Notice 1 48 Editor’s Note 3 The Ethics of Professionalism and Coworkers 36 2 t e x a s pa r a l e g a l j o u r na l w i n t e r 2 02 2
EDITOR’S Note Publications Megan Goor, TBLS-BCP, Editor Rhonda J. Brashears, CP, TBLS-BCP, Coordinator Kim Goldberg, TBLS-BCP, Board Advisor I Art Direction By tMegan Goor,pleasure is with great TBLS-BCP and excitement that the David Timmons, Design 4703 Placid Place Publications Committee presents this edition celebrat- Austin, Texas 78731 Phone 512-451-4845 ing the Paralegal Division’s 40th Anniversary! A big “thank E-mail: dtimmons0@gmail.com The Texas Paralegal Journal is electronically pub- you” to Javan Johnson for taking the time to provide the lished four times a year as a service to the paralegal featured article that outlines the Paralegal Division’s rich profession. An electronic copy of each issue is furnished to the members of the Paralegal Division history. There are well-wishes from various attorneys, judi- as part of their dues. ciary, leaders in the community from across the state, and Paralegal Division local and national paralegal associations included here. In President, Susi Boss addition, a tribute is included to two people who have been President-Elect, Lisa Pittman Treasurer, Eugene Alcala a part of the background of the Paralegal Division for quite Parliamentarian, Shannon Shaw some time and have helped make it a success —our webmaster, Len Hardin, and maga- Secretary, Alice Lineberry, PLS, CP zine graphics artist, David Timmons. Board of Directors Because we have so many photographs depicting the Paralegal Division’s history, we President, Susi Boss, San Antonio; President-Elect, thought it fitting to present them in a slide show on our YouTube page. The slide show Lisa Pittman, Denton; District 1 Director, Kim Goldberg, TBLS-BCP, Houston; District 2 Director, can be found here. Eugene Alcala, Dallas; District 3 Director, Wayne Also, in this edition, of course, is the summary of the most current TAPS and Annual Baker, RP, Granbury; District 4 Director, Alice Lineberry, PLS, CP, Austin; District 5 Director, Meeting. After our first virtual TAPS last year, this past year’s in-person TAPS in San Pearl Garza, San Antonio; District 7 Director, Erica Antonio was a welcomed event to many attendees and vendors. Anderson, ACP, Amarillo; District 10 Director, Shannon Shaw, The Woodlands; District 11 Director, Megan Goor, Editor, Texas Paralegal Journal Stacey Marquez, Lemesa; District 12 Director, Pam Snavely, ACP, Denton; District 14 Director, Shannon Happney, ACP, TBLS-BCP, Longview; District 15 Director, Georgina Guzman, Alamo; and District 16 Director, Rebecca Lopez, El Paso. Publication Committee Members Publications Chair: Megan Goor, TBLS-BCP Board Advisor Kim Goldberg, TBLS-BCP Maurcie Parmley, District1; Heather Ulliman, District 2; Brenda Colvin, District 4; Pearl Garza, District 5; and Marie Boleslawski, District 10. Deadline for the Spring Issue is April 1, 2022. E-mail tpj@txpd.org. Texas Paralegal Journal © 2006 by the Paralegal Division, State Bar of Texas. Published quarterly in Texas by the Publications Committee of the Paralegal Division, P.O. Box 19163, Amarillo, Texas 79114. The Texas Paralegal Journal is a magazine published to provide information specifically for the members of the Paralegal Division of the TEXAS ADVANCED State Bar of Texas, as well as for members of the paralegal community in general, both in Texas and PARALEGAL SEMINAR nationwide. Opinions expressed herein are solely those of the writer and not the Board of Directors Three-day CLE event sponsored by the Paralegal Division of the State or of the Division. Publication of any advertise- ment herein does not imply endorsement in any Bar of Texas manner. None of the information contained herein is intended nor should it be construed as legal advice. Inclusion and editing of SAVE THE DATE! material submitted is at the September 28-30, 2022 discretion of the editor and the editorial subcommittee. Fort Worth, TX Texas Paralegal Journal (ISSN Event details—April 2022 1 089-1633) is published four times a year in Summer, Fall, Winter, and Spring for $15 set aside www.txpd.org from membership dues for a one-year subscription by the Paralegal Division of the State Bar of Texas, P.O. Box 19163, Amarillo, TX 79114. w i n t e r 2 02 2 t e x a s pa r a l e g a l j o u r na l 3
Focus on... Paralegal Division Celebrates Its 40th Anniversary I By: Javan Johnson, ACP, TBLS-BCP am not sure our founding group would have ever foreseen that we would be so strong and mighty at the age of 40! Some of you have been members from the very beginning, others of you may have just joined in the last year or so, and the rest of you have come somewhere in between for the past State Bar of Texas President Hon. David Keltner, 40 years. Happy Anniversary to each and Sylvia Borunda Firth former Justice on the Texas every one of you for being a part of this Court of Appeals, wonderful organization. The State Bar of Texas is Kelly Hart & Hallman The Paralegal Division of the State Bar of immensely proud of the Fort Worth, TX Texas needs to be very proud that we were Paralegal Division, the first of the very first paralegal group to be a part of its kind in the nation. Paralegal I was proud to be a liaison on a state bar anywhere in the United States. professionals are invaluable to the Board of Directors of the We are the first and still the strongest. We the administration of justice, State of Bar of Texas when we have now withstood 40 years of continuity of professionalism. We adopted the term and the division’s commitment approved the formation of the of “A Division With Vision” and with the to education, communication, Paralegal Division. Over the ongoing outstanding leadership of our and professionalism among last 40 years, you have increased organization, we meet that mission every paralegals across Texas is to be paralegal competence, demand- single year. Here is a glimpse of what our honored. I am thrilled to offer ed professionalism, and helped 40 years have accomplished: the bar’s deepest congratula- lawyers better serve Texans. On October 23, 1981, the State Bar of tions in celebrating the divi- The division is a treasured asset Texas formed the first paralegal division sion’s 40th anniversary. of the State of Bar of Texas and of a state bar in the United States. That is the formal date the Paralegal Division we congratulate you on over- (PD), formerly the Legal Assistants achieving your mission. Division, was established. October 23, 2021 marked the 40th Anniversary of the Division. The official purpose for the PD is “To enhance paralegal’s participation in the administration of justice, professional w i n t e r 2 02 2 t e x a s pa r a l e g a l j o u r na l 5
Focus on... Hon. Linda B.Thomas responsibility and public service in concerned as others may be. We Retired Chief Justice, Fifth cooperation with the State Bar of Texas.” only ask that your Division be a PD has been a leader, and remains a leader chance to show what that impact District Court of Appeals in continuing to establish the parameters will be. Active participation by the Dallas, TX of professionalism issues facing our membership will have a direct effect profession. on that impact. ...I challenge you to I want to extend my sincere As is done for any milestone birthday, fight for what you believe in. ... congratulations to the Division. the Board of Directors of PD thought it I have never been involved with appropriate to share a historical overview The first Texas Forum was held with a more dedicated and profes- of the past 40 years for our members. We the PD Board of Directors meeting with sional group of people. hope you enjoy seeing the growth and the Legal Assistants Committee of the progress PD has made through those SBOT, as well as paralegal educators and years. It is only the highlights —there was administrators to begin a discussion of a lot more work going on that this history standards of paralegal education in Texas, overview has time to reveal! certification or licensing of legal assistants, and problems relating to utilization of legal 1982: The Bylaws, Code of Ethics, assistants. letterhead, seal, membership cards and membership certificates were approved, 1983: Texas Forum II was held in San as well as nine standing committees Antonio. The meeting focused on sharing were created to conduct the work of ideas on improving formal education and the Division. Charter memberships training being offered for legal assistants were approved during that first year by various educational institutions. The through June 29, 1982. PD had 1013 Standing Rules were established that charter members as of that date. Charter enhance the work of the Division as to members were given a nice certificate that the Bylaws. Questionnaires were mailed bore the words “Charter Member” and to paralegals regarding the issue of Hon. Beth Watkins the date June 1, 1982, and signed by the voluntary certification. Even at this early Fourth Court of Appeals State Bar President at that time, Wayne date, PD was looking into enhancing the San Antonio, TX Fisher. Kathryn King Richards was the professionalism of paralegals. Kathryn first “Chair” [as it was then known rather King Richards served her second term We had a great time at the than “President”] of the PD. State Bar of as Chair and she received the Award of TAPS 2021 seminar. It was Texas [SBOT] President Fisher delivered Excellence in recognition of her service as so good to see everyone after the luncheon address at the first annual the Board’s first Chair. Gary McNeil was more than eighteen months of meeting of the PD and shared these words: appointed by the SBOT as the PD’s staff attorney. virtual conferences, and even Your presence here today confirms the masks and Covid protocols my belief that the time has come for 1984: Texas Forum III was held in couldn’t hide the smiles shared the legal profession to recognize the Corpus Christi with the Legal Assistants when friends reunited. I was paralegal profession and for us to Committee of the SBOT and paralegal especially grateful to have the move forward in cooperation and educators. A discussion was held opportunity to speak with the mutual support to provide better regarding school placement of legal group about the importance services to the public we serve... Let assistants, ethics courses, certification, of volunteering and becoming us assure you that the State Bar is uniform standards for education, not trying to impose anything on internships, and training of legal involved in our communities. the paralegals in Texas, much less assistants. A second questionnaire was Congratulations to the State the paralegal profession throughout sent out to paralegals regarding voluntary Bar of Texas Paralegal Division the country. We realize that what certification. Education programs were on 40 years of service—you we are doing will have an impact, reviewed and the first Division newsletter don’t look a day over 39! and for that reason we are just as was published. Annual Meeting was held 6 t e x a s pa r a l e g a l j o u r na l w i n t e r 2 02 2
Focus on... in Dallas with a theme of “Unauthorized finding was needed regarding the voluntary Practice of Law —The Gray Areas.” Sandy certification issues. Public hearings on Hardin with the SBOT was presented proposals for voluntary certification were with the Award of Excellence for her held in seven major cities. Cindy Mankus many hours of time devoted to assisting was elected as Chair for 1986-1987. The in the founding and development of the Attorney’s Guide to Practicing with Legal PD. Elaine Peeples was elected as the Assistant was published and available President of the PD. A special committee for sale by the State Bar. Texas Forum V worked to produce a formal definition of was held in Dallas. The PD adopted the “legal assistant” and determined it was a definition of legal assistant which had been little premature. The first attorney/legal adopted by the ABA. assistant dinner was held in Houston. Hon. Sol Casseb 1987: A Task Force for Voluntary former 288th Judicial District 1985: Texas Forum IV was held Certification was established comprised Court Judge in San Antonio with a presentation on of three legal assistants, one attorney and “Education of Legal Assistants in the Use one attorney-educator and was charged San Antonio, TX of Computers.” The public hearings with determining whether a voluntary regarding voluntary certification began. certification exam would be developed for Congratulations on this There were initially two proposals: (1) legal assistants. The Board of Directors momentous occasion. I am create a PD exam, or (2) utilize the resolved to go forward with a Texas exam, honored to be involved in the CLA exam with a Texas substantive law although no definitive exam was discussed. State Bar Paralegal division section added. Membership grew to 1500 Educational programs were created in a through the years. What a members. Elaine Peeples remained as list format that offered paralegal training Chair for her second term. The second to be available to attorneys and paralegals. wonderful organization with- survey regarding voluntary certification Mock grievance procedures were out which lawyers could not was mailed. Annual Meeting was conducted by the Ethics Committee. Jan function. Here’s to many more held in Houston. The definition of a Soderman served as Chair for 1987-1988. years of success! legal assistant, as adopted by the Board of Governors of the American Bar 1988: Funds were allocated for future Association was adopted by the PD: implementation of a certification program. Membership increased to 1800. A special “A legal assistant is a person, committee was formed to determine qualified through education, training whether an executive director should or work experience, who is employed be retained. Requests for proposal were or retained by a lawyer, law office, sent to test design vendors after which governmental agency, or other entity the Board conducted interviews then in a capacity or function which submitted a proposal to the membership involves the performance, under the to contract with NALA for the use of ultimate direction and supervision of the CLE examination as the general an attorney, of specifically delegated component to a test. The vote failed. substantive legal work, which work Cathrue Benoit served as Chair for 1988- for the most part, requires a sufficient 1989. knowledge of legal concepts that, absent such assistant, the attorney 1989: The necessity for hiring an would perform the task.” Executive Director became apparent and the Board voted that one would 1986: A sustaining member category be hired on a contract basis. A look at was added for law firms, corporations, and whether to allow PD to become a non- other individuals or entities supporting profit corporation was voted down. the Division. It was decided that more fact A special committee was formed to w i n t e r 2 02 2 t e x a s pa r a l e g a l j o u r na l 7
Focus on... provide recommendations for processing membership applications. Texas Forum 1992: The official PD publication was formally named by Betsy Horn of Fort VII was held in Houston. Annual Worth as Texas Paralegal Journal. The Meeting was held in San Antonio. Gerry Joint Task Force on Specialty Certification Malone received the Award of Excellence made significant advances toward in recognition for her extensive work establishing a plan toward certification in assisting in the preparation of the exams for paralegals, and the first look was Attorney’s Guide to Practicing with Legal taken at the TBLS exams as that vehicle. Assistants.” Cathrue Benoit remained as Joint CLE seminars with local associations Chair for 1989-1990. were sponsored in smaller areas. Texas Lawrence Morales II, President 1990: An ad hoc committee was Forum X was held in Dallas and Annual Meeting was held in Corpus Christi. formed to digest the data on voluntary San Antonio Bar Association Awards of Excellence were presented to certification. A formal list of benefits Judge Linda Thomas and Spencer Relyea was prepared and published to members. Congratulations to the The State Bar agreed to keep track for their outstanding commitment to the Paralegal Division of the State PD. Sharyn Aust Smith remained as Chair of continuing legal education hours Bar on celebrating its 40th for 1992-1993. and provide a transcript for $5.00. Anniversary! Just as it takes a Norma Hackler was hired as Executive village to raise a child, it takes a Director. An in-depth look was taken 1993: The Concurrent Resolution No. 69 was signed by Bob Bullock, President of dedicated team to represent cli- on the recommendations for processing the Texas Senate, and Pete Laney, Speaker ents through their legal issues. membership applications, including of the House, that October 23rd of each “substantive” and “law related legal work” Paralegals are an integral part year would be Texas Legal Assistant’s definitions. Texas Forum VIII was held in of that team, and for 40 years San Antonio and Annual Meeting was held Day. Specialty certification exams were the Paralegal Division has approved by the Texas Supreme Court on in Dallas. Michele Boerder served as Chair trained and provided invaluable May 18, 1993 to be given to paralegals by for 1990-1991. the Texas Board of Legal Specialization resources to help paralegals (TBLS). Texas Forum XI was held in sharpen their skills. Thank you 1991: The voluntary certification Austin, and Annual Meeting was held in for all that you have done, and digest was released and the consensus Fort Worth. Debra Crosby served as Chair continue to do. To another 40 was that PD would support a certification for 1993-1994. exam along the lines of the Texas Specialty years of success! Examinations for Attorneys. A Voluntary Certification Long Range Planning Task 1994: The Texas Bar Journal January issue was dedicated to paralegals. The Force was created to work with PD. This first specialty exams were given by TBLS was the year that student membership on March 26, 1994 to 157 paralegals. category was added. The Division’s Texas Forum XII was held in Austin and finances/bookkeeping totally separated Annual Meeting was also held in Austin. from the Bar during this year to allow us The membership application process to handle our own accounting. Governor began making major changes. A member Ann Richards officially proclaimed, for benefits flyer was developed. Gary McNeil the first time, that October 23rd would be of TBLS was presented the Award of Legal Assistant’s Day in Texas. The Ethics Excellence. Debra Crosby remained as Committee prepared an ethics brochure Chair for 1994-1995. The Board voted to entitled “Professional Ethics and the Legal change the title of “Chair” to “President,” Assistant.” Texas Forum IX was held and Sally Andress was elected as the first in Austin and Annual Meeting was held President to serve the 1995-1996 term. in Houston. The PD celebrated its 10th anniversary. Sharyn Aust Smith served as Chair for 1991-1992. 1995: The Texas Paralegal Journal 8 t e x a s pa r a l e g a l j o u r na l w i n t e r 2 02 2
Focus on... became a full magazine. The Long Range annual meeting. It was determined that Planning Task Force was formed to begin the production of tapes regarding the studying future professionalism issues. utilization of paralegals would proceed, Texas Forum XIV was held in Austin. targeted for law schools. The Executive Advanced seminars were offered in a few Director’s title changed to PD Coordinator. areas of law. TBLS conducted a survey The Continuing Education Committee was to determine new subject areas for the charged with appointing a nine member exams. Annual meeting was held in Dallas. committee to plan an annual seminar. The Melanie Villarreal served as President for LRPTF set focus group meetings in Corpus a portion of 1996-1997 but had to resign Christi, Fort Worth, Amarillo, Lubbock and the remainder of the term was filled by and the Valley. Annual Meeting was held Wendi Rogers. in Corpus Christi. Lisa Sprinkle was Hon. Audrey Moorehead, elected as President for 1999-2000. County Criminal Court 3— 1996: The State Bar of Texas made Dallas its insurance programs available to PD 1999: “Legal Assistant University” President, Texas Association of members. Advanced seminars were (LAU) was first held in San Antonio with planned to coincide with the TBLS 270+ paralegals coming together for a County Court At Law Judges specialty exams. A Continuing Legal three-day seminar covering a wide variety Education committee was formed to assist of topics. This was just the beginning of an The Paralegal Division of the local associations in providing CLE to their annual three-day multi-track seminar that State Bar of Texas has been mis- areas with help from PD. Budgeting was has become a much demanded event every sion and goal focused since its made available for the Legally Speaking year. The March 2000 Texas Bar Journal inception. The Supreme Court programs to be taped working with the El issue was dedicated to paralegals. Public has described the Division as Paso Community College. New specialty hearings were continued throughout exams were approved for criminal, probate the state by the LRPTF. Legal Speaking a vital resource to firms; how- and real estate law. Texas Forum XV was had taped 40 episodes and were being ever, I would submit that the held in Austin. Wendi Rogers continued as marketed. Texas Forum XVII in Austin. Division is invaluable to the President for 1997-1998. Annual meeting was held in Fort Worth. State Bar of Texas. The mem- Javan Johnson was elected as President for bers of the Division assist Texas 1997: The Long Range Planning 2000-2001. lawyers in promoting the prac- Task Force (LRPTF) hosted the Fall TAPA tice of law in an ethical and meeting to share information regarding 2000: The public hearings were professional manner. I, not the professionalism issues and was charged completed and the information was with preparing a preliminary digest of digested by the LRPTF. A Joint Task only, congratulate the Paralegal information. The development of a video Force was formed with the Paralegal Division on this landmark; but on how to utilize paralegals was first Committee to continue examining the also, share my deep apprecia- discussed. Annual meeting was held in issues of professionalism. For the first tion for their service to the legal Houston. Texas Forum XVI was held in time The LAU Scholarship was named community. Best wishes. Austin. A joint committee was formed for Nancy McLaughlin, our TPJ editor with the State Bar for Pro Bono Partners who we lost in a car accident. A five-year Project for attorney/legal assistant teams. review was conducted of the Attorney’s The first Exceptional Pro Bono award Guide to Practicing with Legal Assistants. was presented to Patricia Hammer. Jim The State Bar of Texas asked each section Buchanan was elected as President for and division to appoint a liaison to the 1998-1999. Unauthorized Practice of Law Committee, and the PD complied. LAU was held in 1998: The Long Range Planning Austin and Texas Forum XVIII was also Task Force (LRPTF) held its first public held in Austin. Annual Meeting was held hearing held in Corpus Christi at the in San Antonio. Kristine Farmer was w i n t e r 2 02 2 t e x a s pa r a l e g a l j o u r na l 9
Focus on... elected to serve as President for 2001-2002. developed for PD. LAU was held in San Antonio and Annual Meeting was held in 2001: The State Bar College began Houston. An online survey was conducted offering Associate membership for by the Joint Task Force regarding the paralegals. TYLA endorsed the “Profiling preferred term “legal assistant” or the Paralegal Profession” video. PD “paralegal.” An ad hoc committee was celebrated its 20th Anniversary beginning formed to review all that would need to in 2001. LAU was held in Dallas. Texas be done for a name change to include Forum XIX was held in Austin. State Bar “paralegal.” The online CLE program College was approached about making a began being developed. A job bank membership category for legal assistants. was added to the PD website. The Joint The PD e-group began to be set up Task Force proposed a new definition through the website. The Board approved of “paralegal.” The Board voted that Hon. Sharen Wilson the formation of a joint task force with individuals who have been convicted of a the State Bar, consisting of attorneys, legal felony were ineligible for membership in Tarrant County District assistants and judges to further research the PD. A dues increase was implemented Attorney the possibility of more formally defining by the PD for the first time in a number of Fort Worth, TX the paralegal profession in Texas. That years. Redistricting of a few districts was committee began its work by discussing addressed because of low membership and Congratulations to the what other states are doing with regard no director leadership. State Bar College Paralegal Division on your 40th to regulation and the different types of began offering associate membership to anniversary. The role parale- regulation. A salary survey was approved paralegals. Mandatory CLE began to be gals play in our legal system to be conducted to the membership. addressed for membership in the PD. is crucial. Because you pay Rhonda Brashears was elected to serve as The Long Range Task Force reported that President for 2001-2002. the overwhelming preference from the great attention to detail and survey conducted was for the use of the thoroughly know the subject, 2002: Charter members of the PD title of “paralegal” as opposed to “legal you literally make people bet- were located to join in the 20th Anniversary assistant.” Kim Cantu was elected to serve ter lawyers. That also means celebration at annual meeting, and as President for 2004-2005. you help us help all of our cli- approximately 20 were able to attend ents. All of you, including the the Annual Meeting luncheon and were 2004: An emeritus membership 13 employees in my office who presented with corsages and 20-year lapel category was added, and other categories are members of the Fort Worth pins, and were mailed a 20-year certificate. were restructured. PD introduced the LAU was held in Houston with the theme Ambassador program comprised of past Paralegal Association this year, “2002 LAU, It’s a Tradition.” The Joint presidents of PD to travel and speak on are greatly appreciated. Thank Task Force sought clarification of the behalf of PD. Annual meeting was held you for all you do and happy definition of “legal assistant.” MytexasBar. in San Antonio, and LAU was held in anniversary! com was made available to PD members Fort Worth. The first class of TBLS board for updating membership information. certified paralegals were given 10-year Texas Forum XX was held in San certificates and annual meeting. The Long Antonio. The salary survey was completed Range Planning Task Force began the work and published in the TPJ. The Long of re-defining the term “legal assistant” to Range Task Force continued gathering “paralegal.” Texas Forum XXIII was held information from other states. The Award in Austin. The online CLE program was of Excellence was awarded to Debra Crosby fully implemented, and mandatory CLE for as editor of the Texas Paralegal Journal. membership in PD was also implemented. Melissa Sherman was elected to serve as The PD entered into a contract with President for 2003-2004. LegalSpan to offer online CLE. The Award of Excellence was presented to Javan 2003: A public relations ad was Johnson. Ellen Lockwood was elected to 10 t e x a s pa r a l e g a l j o u r na l w i n t e r 2 02 2
Focus on... serve as President for 2005-2006. Borski, Rhonda Brashears, Debra Crosby, Javan Johnson, and Lisa Sprinkle. TBLS 2005: On April 8, 2005 the State issued new certificates to Board Certified Bar approved the name change from Paralegals to adopt the term of “Paralegal” Legal Assistants Division to the Paralegal to those previously certified Legal Division as a result of the bylaw election by Assistants, The beginning of the Mentor the PD membership. A PD representative Program began this year. The PD worked was appointed to serve on the Board of with the SBOT MCLE department to allow Directors of the State Bar College. PD paralegals to obtain their MCLE records made its first overseas travel to London. with the SBOT through the PD website, LAU was renamed the Texas Advanced and a new area was developed on the Paralegal Seminar (TAPS), and was held PD website to allow the PD members to in Austin. The State Bar approved the upload their CLE hours to create their own definition of “paralegal,” and the Division depository. The previous Legal Assistant’s changed its name to Paralegal Division. Day House Bill for “Legal Assistant’s Day” President Kimberly M. Naylor PD members were included for the was obsolete due to the change in terms, Tarrant County Bar Association first time in the Texas Legal Directory. and a new bill was passed setting October Fort Worth, TX Pamela Horn was awarded the Award of 23rd at “Paralegal Day.” The PD took Excellence. Javan Johnson was elected to its third trip to Florence, Italy in April. Whether a large law firm serve as President for 2006-2007. Annual Meeting was held in San Antonio or a sole practitioner, Texas in June. TAPS 2007 was held in Dallas and lawyers continue to have to 2006: PD celebrated its 25th the theme was “It’s a Perfect Score! TAPS adapt to changing technol- Anniversary on October 23, 2006 with 2007-CLE and More!” Rhonda Brashears a special event during TAPS in Dallas was elected to serve as President for 2007- ogy, court rules and financial at Delaney Vineyards with a theme of 2008. constraints. One thing that “Putting on the Ritz.” An online salary has remained consistent is the survey was conducted and the results 2008: The Paralegal Ethics Handbook need for well-trained parale- tabulated. PD traveled to Paris in April. was completed and published by West gals. Paralegals are key to our New “paralegal standards” were approved Publishing and became available for sale professional success as lawyers. by the PD and the State Bar, and began to in the fall. The theme of “A Division The Paralegal Division of the be marketed after the PD issued a press With a Vision” was adopted and is still State Bar of Texas, led by vol- release to the State Bar. The paralegal used today. Surveys were conducted in 4 unteer paralegals from around standards were a huge milestone for the districts for consideration of redistricting PD after many years of work to obtain a for better representation. The prior PD the State, provides valuable formal definition for the term “paralegal.” Bulletin was renamed Paralegal Division resources such as education, A charter member Michele Boerder gave QuickNotes (PDQ). The annual paralegal professional development and a history of the Division’s 2w5 years at trip in the spring 2008 was to Ireland. The publications to keep parale- Annual Meeting in Austin and introduced Profiling the Paralegal Profession video was gals up to date on a variety of past presidents in attendance, as well as completed and was passed out to attorneys topics. Congratulations to the special guests Tom Hanna, Sandy Hardin at the 2008 State Bar of Texas Annual Paralegal Division of the State and Bob Towery who were instrumental in Meeting. One-half hour of eligible MCLE Bar of Texas on 40 years of the formation of the Division. Information credit was obtained for those that view the regarding the Paralegal Standards was also video. The Paralegal Ethics Handbook went excellent commitment and dedi- presented. Kim Cantu was awarded the into its first revision and royalties were cation to our paralegals! Award of Excellence. Patricia Giuliano was received by the PD from ThomsonWest elected to serve as President for 2006-2007. from sales of the book. Stephanie Hawkes was elected as President for 2009-2010. 2007: Work began for an ethics handbook which was written by six 2009: The European trip took the PD members —Ellen Lockwood, Lauri travelers to Greece. The TAPA meeting was w i n t e r 2 02 2 t e x a s pa r a l e g a l j o u r na l 11
Focus on... held in Texarkana. The Mentor Program Hints Guide committee was formed and was first discussed and a questionnaire was written to assist PD members who was offered during the TAPS seminar were studying for the TBLS exams —the to inquire of interest. TAPS was held in guide was written to cover every area of League City with the theme “TAPS 2009 — law for the TBLS specialty exams. Misti Chart Your Course—Sharpen Your Mind.” Janes was elected as 2013-2014 President. A PD Member Services Coordinator was hired to assist with membership. The 2013: The 32nd Texas Forum was Award of Excellence was presented to Ellen held in Dallas and TAPS was held in San Lockwood for her work on the Paralegal Antonio with the theme “TAPS 2013: Ethics Handbook. Debbie Oaks was elected Spectacular CLE.” PD’s social media as President for 2010-2011. traffic increased. A felony application for applicants that had been convicted of a Leo Figueroa, Executive 2010: Texas Forum XXVII was held felony NOT involving a crime of moral Director in Dallas. The PD European travelers turpitude was approved. District 13 was Texas Board of Legal went to Spain. An ad hoc committee was dissolved and merged with District 1 Specialization, Austin, TX appointed to define language on “Crimes in Houston due to a small number of of Moral Turpitude” and a definition was members. Annual meeting was in Dallas We at TBLS extend our heart- adopted. TAPS was held in Austin with with a theme of “Paralegals Evolve into felt congratulations to the the theme “Capitalizing on CLE—TAPS Success.” Julie Sherman of Fort Worth Paralegal Division’s 40th anni- 2010.” A Community Service initiative won the Exceptional Pro Bono Service was started. Susan Wilen was elected as Award. A TBLS Helpful Hints Guide was versary. Following our mission President for 2011-2012. appointed to prepare a guide for applicants of serving the public interest taking the TBLS exam and the guide was and advancing the standards 2011: The PD increased social media approved by the Board and made available of the legal profession, TBLS presence including LinkedIn and the on PD’s website for PD members taking established our paralegal cer- PD Blog. Texas Forum XXVIII was held the exam. Clara Buckland was elected as tification program in 1994 to in Dallas. PD sponsored a booth at the 2014-2015 President. recognize the quality and com- NALA convention held in Dallas/Plano. mitment of paralegals who have The online CLE library continued to grow. 2014: Annual Meeting was held in The PD European travelers enjoyed a trip Fort Worth and was the theme was “The achieved a level of skill and to Germany and Austria with a CLE event Paralegal Express: Your Train to Success.” special competence in particu- at the Palace of Justice. Annual Meeting The Exceptional Pro Bono Award was lar areas of law. Over the years, was held in San Antonio with keynote presented to Susan Wilen. TAPS 2014 was TBLS has worked closely with speaker Jeanne C. “Cezy” Collins who held in Austin and the theme was “TAPS the Paralegal Division in pro- presented “Practicing Accessible Justice.” 2014: The Beat Goes On!” The new TAPS moting the pursuit of excellence TAPS was held in Fort Worth with the app for the event was rolled out thanks in the profession by becoming theme “TAPS 2011- Pearls of Wisdom.” to Misti Janes who took on that task. A Board Certified. We invite all This was the 30th celebration of the PD. salary survey was conducted. The PD’s Joncilee Davis was elected as 2012-2013 annual trip was to Vienna and Prague. paralegals to take that next step President. Erica Anderson was elected as 2015-2016 in their profession by applying President. for Board Certification in one 2012: Texas Forum was held in Irving. of our eight areas for paralegal The PD Annual Trip was in April and the 2015: TAPS was held in Fort Worth certification. https://www.tbls- travelers went to Italy. TAPA was in April with a theme of “Saddle Up for CLE.” bcp.org. Again, congratulations in El Paso. TAPS was held in Addison with Texas Forum was held in Dallas with the on the Paralegal Division’s 40th the theme “A Direct Flight to First Class theme of “Ethics in the Lone Star State: anniversary. Keep up the great CLE.” The attendees assembled bicycles Supervisory Responsibilities of Legal work. for the Texas Scottish Rite Hospital for Counsel.” TAPA was held in Denton. Children’s Bike Rodeo. A TBLS Helpful Norma Hackler, PD Coordinator of 25 12 t e x a s pa r a l e g a l j o u r na l w i n t e r 2 02 2
Focus on... years submitted her letter of resignation burgundy for one last year and only to retire from the PD. A PD Coordinator issued to new members thereafter. Annual Search Committee was formed to begin meeting was held in Dallas, and the Award to work through the transition of Norma’s of Excellence was given to Stephanie retirement and the hiring of a new PD Sterling for her work as chair of the Coordinator. Annual Meeting was held in Governing Documents Committee. A San Antonio. Megan Goor was elected to President’s Award was given to Rhonda serve as President for 2016-2017. Brashears as PD Coordinator. Stephanie Sterling was elected to serve as President 2016: This marked the 35 th for 2018-2019. TAPS was held in Addison anniversary for the Division, and was Texas with the theme “TAPS Unmasqued a milestone year with the retirement —Knowledge Awaits.” Sara E. Dysart of Norma Hackler as the PD’s first Sara E. Dysart, P.C. Coordinator who served for 25 years. A 2018: The PD annual trip took San Antonio, TX retirement celebration was held in Austin the travelers to Bruges, Brussels and in February in her honor. PD’s Past Amsterdam in the spring of 2018. Annual President Rhonda Brashears was hired to meeting was held in Austin with a theme Admitted to the State Bar of serve as PD’s second Coordinator. The honoring legal support for the military. Texas in October 1981, I share Texas Paralegal Journal became exclusively The Award of Excellence was awarded to this forty year anniversary digital. A “100 PD Club” was established Megan Goor for her work as TPJ editor. of service to our legal com- to recognize firms in which there is 100% TAPS was held in Addison with a theme munity with the State Bar paralegal membership. A PD Online Store “Just in Time for CLE —The Magic of TAPS of Texas Paralegal Division. was created to have various PD products 2018.” Donations were made to the Chris While the jury is still out as available such as apparel, mugs, bags and Kyle Frog Foundation by TAPS attendees numerous other items. Annual Meeting and the PD. Megan Goor was elected to to how impactful my ser- was held in Fort Worth with a theme serve a second term as President 2019- vices have been, there is no honoring First Responders. The Award of 2020. doubt about the significant Excellence was awarded to Javan Johnson impact of the valuable ser- for her assistance in the Coordinator 2019: For the first time, the PD vices by the members of the Transition Committee. TAPS was held in annual meeting was held in conjunction SBOT Paralegal Division. As San Antonio with the theme of “TAPS on with TAPS, which was in Austin. The a speaker at the annual Texas Track—Journey to Excellence.” The PD theme was “There’s No Place Like TAPS Advanced Paralegal Seminar, I partnered with the San Antonio Food Bank —20 years of CLE Excellence” —marking to raise money throughout the event to the 20th consecutive year for the TAPS have experienced firsthand the donate to provide meals to families in the seminar. The PD webmaster since 2005 division’s organization ability Southwest area. Numerous 35th Paralegal was retiring and transition of a new and talent. Engaging experts Day celebrations were held across the state, website was undertaken. The Paralegal in multiple areas of the law to and PD online merchandise included items Division released its first YouTube video, present at this annual three with the 35th Anniversary logo. Mona ‘Keep Your CLE Certificates” in the Texas day conference, the members Tucker was elected to serve as President for Paralegal Journal. The “Paralegal Pulse” of the Paralegal Division make 2017-2018. e-newsletter was revamped with a more all the participants feel valued formal look, content, and information and welcomed. This is just one 2017: Texas Forum was held from all district directors distributed of the many extraordinary con- in Austin with a theme of “Today’s monthly in a combined newsletter. The Legal Practice,” and the PD trip took PD annual trip took the travelers to tributions to our legal commu- the travelers to Lucerne, Switzerland. London for the second time. The Award nity by the members of SBOT Memberships and renewals became of Excellence was awarded to Michele Paralegal Division over the last exclusively online, eliminating the need for Boerder for her long standing dedication forty years. Congratulations! mailing paper packets, and membership to the PD, and donations were given cards were issued in traditional PD to the Austin Bar Foundation. A long- w i n t e r 2 02 2 t e x a s pa r a l e g a l j o u r na l 13
Focus on... term strategic planning committee was While the work of the Division has been appointed to assess ideas for the future vast over the past 40 years, this is a small of the PD on behalf of its members. Edna sketch of what we have accomplished. Garza-Guerra was elected to serve as The Publications Committee has put President 2020-2021. together a slide show that can be viewed HERE to commemorate our rich 2020: As the rest of the world turned history. We continue to grow and move upside down with the onslaught of Covid forward, enabling Texas paralegals to stay 19 —the PD rallied to continue serving its empowered, and to continue to advance members. Board meetings were being held in the legal profession and be the leaders virtually. When it became apparent that across the nation with Vision to stay the TAPS would not be happening in person, leader across the country as we always have Heather Tessmer a virtual version of TAPS was put together been! Tessmer Law Firm for the first time with speakers from all San Antonio, TX over the state. Annual meeting was again We should each be empowered to reach held in conjunction with TAPS —virtually. out to every paralegal we know to become The 2020 Salary Survey was finalized. Susi a part of this wonderful organization. Congratulations on reaching 40 Boss was elected to serve as President 2021- years of great service and com- 2022. Javan Johnson currently serves as Chair of mitment to the paralegals of the the 40th Anniversary Ad Hoc Committee, great state of Texas! Can’t wait 2021: And alas, we reach our 40th Chair of the TBLS Helpful Hints Ad Hoc to see what the next 40 years Anniversary year! A 40th Anniversary Committee, a member of the Long Range brings! Committee was appointed to spearhead Strategic Planning Committee, and an ideas for celebrations. The largest Ambassador. She is a Charter Member, a celebration was held in conjunction with Past President for two terms, and has served TAPS in San Antonio in September with the Division since its inception in numerous a theme “With a Roll of the Dice and CLE capacities. She is a NALA Advanced for Everyone, TAPS is Roaring into 2021.” Certified Paralegal in Civil Litigation, and a Numerous Past Presidents were able to Board Certified Paralegal in Civil Trial Law attend the annual meeting celebration. by the Texas Board of Legal Specialization. Two gifts were given to PD members —a Javan is a litigation paralegal in Longview. lapel pin and a wireless desk charger, both with the 40th Anniversary logo designed especially for this celebratory milestone. Numerous celebrations happened both in person and virtually across the state for Paralegal Day. 40th Anniversary gear is available through the PD Online Store. The committee reached out to remaining PD members who were charter members and to all Past Presidents, and were able to gather some memories and articles for this publication. Lisa Pittman was elected to serve as President 2022-2023. 14 t e x a s pa r a l e g a l j o u r na l w i n t e r 2 02 2
Focus on... The dedication and passion of the On behalf of the Fort Worth Paralegal State Bar of Texas Paralegal Division Association, I want to extend our has been leading the way for 40 congratulations to the Paralegal years! Congratulations on your suc- Division for this auspicious occa- cesses and accomplishments!! Your sion in reaching a 40 year milestone commitment to the paralegal profes- for Paralegals in the State of Texas. sion shines through in your great Happy 40th Anniversary! leadership. Keep up the amazing The Paralegal Division leadership works to continue to work! I can’t wait to see what you grow our profession. The Paralegal Division has created a have planned next!! great network of Paralegals well versed in their fields, pro- vided numerous opportunities for continuing legal educa- Lisa Lynch, CRP, CEDS tion that we bring back to our respective offices to stay on President, National Federation of Paralegal Associations top of the growing changes in our field. With the help of the Paralegal Division, we are the backbone of the legal commu- nity supporting our attorneys in the fight for justice. I am honored to be a proud member of the Paralegal CAPA would like to wish the PD a Division of Texas. Happy 40th Anniversary! Susan Davis, TBLS-BCP Ariane Walton, President FWPA President 2021 President 2021-2022—Capital Area Paralegal Association North Texas Paralegal Association wishes The Paralegal Division of The State Bar of Texas congratula- Congratulations to the Paralegal tions on the wonderful occasion of Division of the State Bar of Texas your 40th anniversary. on its 40 years of service to its Wishing you many more years of paralegal members and the legal unparalleled success and stellar ser- community. I am a proud member vice to the paralegal community in the State of Texas. of the Paralegal Division which has Thank you for all the dedication and opportunities you provided me an opportunity over have provided for the legal community these past 40 years. the years to meet and collaborate Happy anniversary! with other paralegals across the state of Texas. Thanks to the Paralegal Division, members are provided with valuable Joncilee M. Davis, ACP—President continuing legal education and networking opportunities, like TAPS, to support our career and leadership development. Happy anniversary to the Paralegal Division. May you have many more years of growth and success! Debbi Lowe, President-Elect 2022 President Dallas Area Paralegal Association w i n t e r 2 02 2 t e x a s pa r a l e g a l j o u r na l 15
Focus on... PRESIDENT’S PAGE by Susi Boss, President Chairs, Liaisons, Standing Committee alongside some of the most fearless, loving Chairs and Ad Hoc Chairs not to mention and motivated men and women in the “Do one thing everyday those appointed by the State Bar for State of Texas. You never cease to amaze that scares you” Eleanor Roosevelt specific Committees. These men and me with your wisdom, thoughts, ideas and women have worked sometimes around most importantly your time to make this W hat a great TAPS 2021 and the clock to make sure you have CLE and organization grow and flourish and bring Annual Meeting we had this networking to assist in day to day issues to fruition “PARALEGAL PRESENCE” year. For those who attended and challenges every area of law has but and that is withstanding all the COVID I hope you enjoyed the connection to old you know what we need? We need you, variances and other challenges we have had and new friends and learned from our those who aren’t quite sure about stepping the past year especially. esteemed attorneys and judges and in some up to a local or state position. We need Have a great 2022. Don’t forget to open cases the paralegals behind those attorneys. new ideas and thoughts and involvement up the TPJ and Paralegal Pulse. You never While smaller this year, we had a great from every member and for every member know what new things might be in the time being together in San Antonio. You to encourage paralegals who aren’t even corner of a page waiting to give you a bit don’t know how much praise we received members yet. Some aren’t ready to step more knowledge, encouragement or just from our vendors and speakers about how outside that comfort zone and need a little a little chuckle. You might just win a gift impressed they were with how we handled encouragement and there are some who card if you are the first to answer Javan’s TAPS and how wonderful their audiences believe that unless you are “certified” you “Monthly Random Question”. I don’t were. can’t be a member so its up to all of us to know how many times I can say these are The Division year is half over but enlighten and make our presence known two GREAT places to find articles, CLE what a time it has been. Great Board of and I want each of you to help make that information for across the state; who our Directors and Executive Committee and happen for the Paralegal Division. wonderful vendors are and how to reach PD Coordinator. The hard work this The holidays have come and gone and out to them. Remember that our vendors group has put in so far has been awesome even with 2022 being so new we see again a support us and we need to support them. and yet we have so much more to give to different type of year. We are in the process of President our members during the next months of 2022 is full of great plans to open Elect nominations and voting with a new this Presidency. up PD even more. Our first TAPS 2022 President Elect to be announced at the end Congratulations on 40 years for the planning was held in January (Ft. Worth, of February. Our even-numbered District very first Paralegal Division in the U.S. TX next year); TAPA will be sponsored by Directors are up for election. So is this That’s right the FIRST to blaze a trial for DAPA in Dallas in 2022 (watch for more the time YOU decide you want to make a paralegals across the state and country. details), thank you DAPA for stepping difference and put your name in the hat? I am so proud to be a member of this up. This is a great coming together of all Run for your District Director, organization and what it stands for. paralegal organizations from across Texas “MAKE A DIFFERENCE” and “MAKE “PARALEGAL PRESENCE” this is to come together in the spring to share YOUR PRESENCE KNOWN”. my platform and I am sure you are all ideas and goals; The Board just had its Now through February 28th is already tired of hearing it but guess what, February meeting in Dallas. and if you membership renewal time. Go online and it’s working. We have had such great have ideas, thoughts, concerns that you renew your membership that may have recognition from the State Bar, attorneys feel we need to discuss please contact your lapsed due to our crazy past year(s). Come and judges from all over who are seeing District Director, your President-Elect, back to PD. us (some for the first time) as the true Lisa Pittman and I am always available and We have some great webinars that our strength in our legal field. The leaders and want to know the good, the bad and the Directors have been working hard to put future leaders are with us or perhaps just ugly so we can make things better as we together for MEMBERS ONLY. A great need a little nudge from those who have grow. perk to renewing or being a first time been around the block with the PD. Thank you all for allowing me the member. Also, we were fortunate enough We have dealt with COVID, and then great privilege of being your President for to have State Bar of Texas President Sylvia another year of post-COVID and we have 2021-2022. I hope you all we use my open Firth speak to us on February 1st. survived. Your PD Board of Directors door policy and reach out at anytime. I and TAPS Committee and TPJ Editor and pause and reflect on the past six months Susi Boss Paralegal Pulse Editor and all these great of our year and can only say WOW you all President 2021-2022 men and women who are giving their have done it! I am honored and humbled Paralegal Division time and talent each year as Committee for the opportunity to be your President State Bar of Texas 16 t e x a s pa r a l e g a l j o u r na l w i n t e r 2 02 2
Focus on... CELEBRATING 40 YEARS PARALEGAL DIVISION CHAIRS AND PRESIDENTS Chair Kathryn King Richard President Lisa Sprinkle, CLAS President Joncilee Davis, ACP (1982-1983) (1983-1984) (1999-2000) (2012-2013) Chair Elaine Peeples (1984-1985) President Javan Johnson, CLAS President Misti Janes, TBLS (1985-1986) (2000-2001) (2006-2007) (2013-2014) Chair Cindy Mankus (1986-1987) President S. Kristine Farmer, President Clara L. Buckland TBLS (2001-2002) (2014-2015) XL Chair Jan Soderman (1987-1988) President Rhonda J. Brashears, President Erica B. Anderson Chair Cathrue Benoit (1988-1989) CLA, TBLS (2002-2003) (2008- (2015-2016) (1989-1990) 2009) President Megan Goor-Peters, Chair Michele M. Boerder, CLA President Melissa Sherman, CLA, TBLS (2016-2017) (1990-1991) TBLS (2003-2004) President Mona Tucker, ACP Chair Sharyn Aust Smith, CLA President Kim J. Cantu, CLA (2017-2018) (1991-1992) (1992-1993) (2004-2005) President Stephanie Sterling, Chair Debra Crosby (1993-1994) President Ellen Lockwood, CLAS, TBLS (2018-2019) (1994-1995) RP (2005-2006) President Megan Goor-Peters, President Sally Andress (1995- President Patricia J. Giuliano TBLS (2019-2020) 1996) (2007-2008) President Edna Garza-Guerra, President Melanie Villarreal, CLA President Stephanie Hawkes, RP, TBLS (2020-2021) (1996-1997) CIPP (2009-2010) President Susi Boss (2021-2022) President Wendi Rogers (1997) President Debbie Oakes (2010- (1997-1998) (View the 40th Anniversary 2011) slide slow here.) Thank you for President Ronald J. (Jim President Susan Wilen, R.N. volunteering your time and Buchanan) (1998-1999) (2011-2012) serving as President! w i n t e r 2 02 2 t e x a s pa r a l e g a l j o u r na l 17
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