11 adv evidence and discovery

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24th Annual

Advanced Evidence and Discovery Course

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LIVE  Houston

May 12-13, 2011

LIVE  San Antonio

May 26-27, 2011

VIDEO  Dallas

June 30-July 1, 2011

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.

Course materials available on a USB drive

VIDEO  Houston

July 14-15, 2011

MCLE CREDIT 12.5 HOURS (2.5 ETHICS)


TexasBarCLE presents the 24th Annual

Advanced Evidence and Cosponsored by the Litigation Section of the State Bar of Texas Thursday Litigation Section members can save $75!

live  Houston May 12-13, 2011 Norris CityCentre

Register by April 28, 2011 and save $50!

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

live  San Antonio May 26-27, 2011 Hyatt 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, 2011 Cityplace Conference Center

Register by June 16, 2011 and save $50!

video  Houston July 14-15, 2011 Crowne Plaza River Oaks Register by June 30, 2011 and save $50!

12:45 Break

9:30

Supreme Court/Appellate Update .75 hr Hon. David W. Evans, Dallas Law Offices of Stephen F. Malouf 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

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

MCLE CREDIT

12.5 HOURS (2.5 ETHICS) MCLE COURSE NO: 901214612

Applies 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. 2


Discovery Course TexasBarCLE Advanced Courses are sponsored by LexisNexis, a division of Reed Elsevier Inc.

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

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

10:30 Social Media .5 hr John G. Browning, Dallas Thompson Coe Cousins & Irons

Hon. Micaela Alvarez, Laredo Judge, United States District Court Southern District of Texas

11:00 Discovery from Non-Parties .75 hr Laura M. Merritt, Austin Wilson Sonsini Goodrich & Rosati

Hon. W. Royal Furgeson, Jr., Dallas Judge, United States District Court Northern District of Texas

Hon. Robert J. Wortham, Beaumont Judge, 58th District Court

10:15 Break

11:45 Break - Lunch Provided

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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

Course Director

Litigation Section of the State Bar of Texas

John G. Browning ��������������������������������������������������������������������������������������Dallas

Walker Friedman ������������������������������������������������������������������������������������� Chair Linda S. McDonald �������������������������������������������������������������������������� Chair-Elect Michael C. Smith ������������������������������������������������������������������������������ Vice Chair Christy Amuny ������������������������������������������������������������������������������������Treasurer Pat Long Weaver ���������������������������������������������������������������������������������Secretary Fred Bowers....................................................................... Immediate Past Chair

Planning Committee Kent M. Adams. ������������������������������������������������������������������������������������Houston Cynthia Barela Graham �������������������������������������������������������������������������� Amarillo Stephen F. Malouf ��������������������������������������������������������������������������������������Dallas Laura M. Merritt ��������������������������������������������������������������������������������������� Austin Hon. Maria Salas-Mendoza ���������������������������������������������������������������������� El Paso Michael C. Smith. ����������������������������������������������������������������������������������Marshall

State Bar of Texas Terry Tottenham �����������������������������������������������������������������������������������President Pablo Almaguer..................................................................... Chair of the Board Bob Black.................................................................................... President-Elect Roland Johnson........................................................... Immediate Past President Jennifer Evans Morris ������������������������������������������������������������������TYLA President F. R. “Buck” Files, Jr..........................................................Chair, CLE Committee Talmage Boston..................................................... Chair, Board PDP Committee Michelle E. Hunter.................................................................. Executive Director Patrick A. Nester................................................................ Director, TexasBarCLE

TexasBarCLE Planning Team Hedy Bower.........................................................................Sr. Program Attorney Shawna Renold....................................................................Program Coordinator

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fyi

I N F O R M A T I O N Ways to Save on This Course!

Reserve Your Hotel Room Early

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 $75 by registering no later than the “Register by” date for that course (thereafter, save $25); see the registration form. Not a member? To join, email sections@ texasbar.com or phone 800-204-2222, x1425. Please do not send Section membership payment with your registration fee. Earn Discounts by Registering Five or More from your firm or agency. Contact Firm & Group Sales Manager Laura Angle of Texas Bar Solutions at 512-250-5575 or laura.angle@texasbar.com. State Bar Policy §7.03.06 Allows Active State and Texas-Area Federal Judges to Attend for Free provided (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 handicapdesignated vehicles. Registered But Can’t Attend? Still Earn MCLE Credit and 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.

Hotel 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 Live

Norris CityCentre 803 Town & Country Lane Houston, TX 77024 (713) 590-0950 Located at the southeast corner of I-10 and Beltway 8, behind Studio Movie Grill.

Hotel Sorella 800 West Sam Houston Parkway N. Houston, TX 77024 (713) 973-1600 $159 for a single/double Deadline: April 11, 2011

San Antonio Live Hyatt Hill Country Resort

9800 Hyatt Resort Drive San Antonio, TX 78251 (210) 647-1234 $207 for a single/double Deadline: April 28, 2011 Make your hotel reservation online: http://tinyurl.com/evdisc2011

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!

Dallas Video

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.

HOUSTON Video

Cityplace Conference Center 2711 North Haskell Avenue, Suite 100 Dallas, TX 75204 (214) 515-5100

Crowne Plaza River Oaks 2712 Southwest Freeway Houston, TX 77098 (713) 523-8448 No hotel rooms have been blocked for the videos.

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Registration Form Online

TexasBarCLE.com credit card only

Phone

Fax

during business hours credit card only

$75!

Mail

512-427-4111 credit card only

800-204-2222, x1574

On the Advanced Course save up to

1

w a y s State Bar of Texas - CLE LB #972298 P. O. Box 972298 Dallas, TX 75397-2298 check or credit card

[5060]

Registering five or more?

E-mail Laura Angle at laura.angle@texasbar.com for group discount information.

2

I want my Advanced Course materials format to be:

3

I’m entitled to 1 or 2 discounts on the Advanced Course:

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 Electronic materials (PDFs on a USB drive) q Hard-copy materials (1 notebook) q BOTH so I’ll ADD $80

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 College q Legal Administrators or Paralegal Division OR q I am licensed 2 years or less.

q Houston Video, July 14-15 . . . . . . . . . . $545 Take $50 OFF: Register by June 30

$ ___________ is my total for course(s) and materials.

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

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 membership 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

4

I can’t attend. Just send course materials.* FREE Shipping & Handling

5

I am paying by:

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.

q Advanced Course book . . . . . . . . . . . . . . . . . . $155 each† q Advanced Course materials on USB drive . . . . . . $155 each†

q Check (enclosed) payable to the State Bar of Texas for $__________ q MasterCard

r e g i s t e r

Advanced Evidence and Discovery Course

Here are my choices:

q Visa

t o

q AMEX

q Discover

PLEASE PRINT LEGIBLY Account No._ _____________________________ Exp. Date________ Name on card (Please print) _________________________________________________________ Signature ________________________________________________________________________ State Bar Membership No. ___ ___ ___ ___ ___ ___ ___ ___ Name _______________________________________Badge Name________________________

*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.

Firm Name/Court _ ________________________________________________________________ Address for Bar-Related Mail ________________________________________________________ City/State_ ____________________________________ Zip________________________________ Phone (

) ___________________________ Fax (

) _ _____________________________

E-Mail: __________________________________________________________________________ A confirmation of your registration will be sent to the e-mail address you provide.

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QUESTIONS? 800-204-2222, x1574 • 512-427-1574


State Bar of Texas P.O. Box 12487 Austin, TX 78711-2487

Advanced Evidence and Discovery Course 2011 LIVE May 12-13, 2011 Houston LIVE May 26-27, 2011 San Antonio VIDEO June 30-July 1, 2011 Dallas VIDEO July 14-15, 2011 Houston

NON PROFIT ORGANIZATION

U.S. POSTAGE PAID PERMIT NO. 1804 AUSTIN, TEXAS

The benefits of membership in the Litigation Section

O

ne 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.

T

he 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.  Sections can do much to enhance your professionalism. Enjoy the benefits of membership in the Litigation Section! 6

liti g atio n sectio n . com


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