southeast texas association of paralegals lex amicus newsletter · 2016-09-29 · the southeast...

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SETAP is an affiliate of the National Association of Legal Assistants President’s Message A Bimonthly Publication September - October Issue 2016 Southeast Texas Association of Paralegals Lex Amicus Newsletter Lex Amicus Newsletter MISSION STATEMENT The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed to establishing good fellowship among association members and members of the legal community, encouraging a high order of ethical and professional attainment, and furthering education among members of the profession. 2016-2017 SETAP OFFICERS President Angie Laird, ACP, TBLS-BCP President-Elect Julie Hanna 1st Vice President Marissa Paltz 2nd Vice President Danielle Williams, CP Secretary Alexis Pace Treasurer Myrna Haynie NALA Liaison Melissa LeJeune Executive Advisor Mary Beth Jones, CP Parliamentarian Lorilyn Huckaby, ACP, TBLS-BCP Inside this issue: 2016-2017 Standing Committees 2 Featured Articles 12-13 SETAP Membership/Renewal Information 2 District Clerk Announcements 13-14 SETAP’s New Members 3 SETAP CLE Speaker Meeting 15 Paralegal Tip 4 Texas Paralegal Day 16-18 SETAP Birthdays 5 Note Board 19 SETAP Volunteers for Veterans 6 Treasurer’s Reports 30-31 In Memoriam 7-9 Just for Fun 33 Teen Court 10-11 SETAP Calendar 34 I hope everyone had a great holiday weekend celebrating Labor Day with family and friends. I can’t believe September is already here. Where did the summer go? Vacations are ending, students are back to school, and in a couple of weeks the fall season will officially begin. As everyone is getting back in the “routine”, SETAP is also getting back into the swing of things and preparing for its first CLE speaker meeting scheduled for September 15, 2016 . You will probably see some new faces presenting at some of our CLE sessions this year that I hope you will enjoy. If there is someone you would like to hear speak or a topic you would like us to present, please let me know and we will try our very best to make it happen. October 20, 2016 is our annual Paralegal Day Luncheon and our board of directors are hard at work planning a celebration we hope you will enjoy. When you receive the official invitation please keep in mind that this luncheon is not just for SETAP members, your colleagues and co-workers are also welcome to attend so please extend the invitation! Hope to see you on September 15th!

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Page 1: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

SETAP is an affiliate of the National Association of

Legal Assistants

President’s Message

A Bimonthly Publication September - October Issue 2016

Southeast Texas Association of Paralegals

Lex Amicus NewsletterLex Amicus Newsletter

MISSION STATEMENT The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed to establishing good fellowship among association members and members

of the legal community, encouraging a high order of ethical and professional attainment, and furthering education among members of the profession.

2016-2017

SETAP OFFICERS

President Angie Laird,

ACP, TBLS-BCP

President-Elect

Julie Hanna

1st Vice President

Marissa Paltz

2nd Vice President Danielle Williams, CP

Secretary Alexis Pace

Treasurer

Myrna Haynie

NALA Liaison Melissa LeJeune

Executive Advisor Mary Beth Jones, CP

Parliamentarian Lorilyn Huckaby,

ACP, TBLS-BCP

Inside this issue:

2016-2017 Standing Committees 2 Featured Articles 12-13

SETAP Membership/Renewal Information 2 District Clerk Announcements 13-14

SETAP’s New Members 3 SETAP CLE Speaker Meeting 15

Paralegal Tip 4 Texas Paralegal Day 16-18

SETAP Birthdays 5 Note Board 19

SETAP Volunteers for Veterans 6 Treasurer’s Reports 30-31

In Memoriam 7-9 Just for Fun 33

Teen Court 10-11 SETAP Calendar 34

I hope everyone had a great holiday weekend celebrating Labor Day with

family and friends. I can’t believe September is already here. Where did the

summer go? Vacations are ending, students are back to school, and in a couple

of weeks the fall season will officially begin. As everyone is getting back in

the “routine”, SETAP is also getting back into the swing of things and preparing

for its first CLE speaker meeting scheduled for September 15, 2016 . You will

probably see some new faces presenting at some of our CLE sessions this year

that I hope you will enjoy. If there is someone you would like to hear speak or

a topic you would like us to present, please let me know and we will try our

very best to make it happen. October 20, 2016 is our annual Paralegal Day

Luncheon and our board of directors are hard at work planning a celebration

we hope you will enjoy. When you receive the official invitation please keep

in mind that this luncheon is not just for SETAP members, your colleagues and

co-workers are also welcome to attend so please extend the invitation! Hope

to see you on September 15th!

Page 2: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

Page 2 September - October Issue 2016

Nominations & Elections Cheryl Bryan, CP, TBLS-BCP

Membership Development Marissa Paltz

Job Bank Sandra Mott

Audit Myrna Haynie

Programs/Speaker Meetings Danielle Williams, CP

Public Relations/Community Service Angie Laird, ACP, TBLS-BCP

Newsletter Angie Laird, ACP, TBLS-BCP

Teen Court Sandra Mott

STANDING

COMMITTEES

2016-2017 STANDING COMMITTEE CHAIRPERSONS

Active Members: 28

Associate Members: 5

Student Members: 3

Sustaining Members: 7

TOTAL MEMBERSHIP: 43

SETAP MEMBERSHIP

HAVE YOU CHANGED JOBS? NEW EMAIL ADDRESS? HAVE YOU MOVED?

If so, please update your information with SETAP by contacting

Marissa Paltz, First Vice President at [email protected].

IT’S NOT

TOO LATE

TO RENEW!

MEMBERSHIP HAS IT’S PERKS!

SEND IN YOUR RENEWAL!

It’s not too late to renew your membership.

Send in your renewal application today!

Download the renewal application here.

Page 3: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

Page 3 September - October Issue 2016

You can help grow and improve our organization. Encourage your colleagues and friends to join SETAP. Membership benefits include:

CLE approved programs and seminars. Four free CLE speaker meetings per year with lunch included. Discounts to SETAP seminars. Access to SETAP’s Job Bank. Subscription to SETAP’s bimonthly newsletter, Lex Amicus. Scholarship opportunities. Volunteer opportunities. Networking opportunities. Professional recognition. Community involvement. Leadership opportunities.

Membership Levels: Active Voting Member ($45.00), Associate Member ($35.00), Student Member ($15.00), Sustaining Member ($100.00). Click here for an application.

HELP SETAP GROW ITS MEMBERSHIP!

Welcome to SETAP Kelsie and Jessica!

We look forward to seeing you soon!

NEW SETAP MEMBERS!

Kelsie Mitchell Mazzola Law Firm

Active Member

Jessica Burkett The Ferguson Law Firm

Associate Member

Page 4: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

Page 4 September - October Issue 2016

JOB BANK

SETAP’S FACEBOOK PAGE Have you “Liked” SETAP’s Facebook page? The number of page “Likes”

continue to increase. Our total “Likes” have increased since our last

newsletter from 652 to 663!!! That is more than most paralegal

associations who have Facebook pages! Please share and invite your

friends and colleagues to like our page. It may even spark their interest in

joining SETAP. Our page is a great way to stay in touch with SETAP’s

happenings and other events in our legal community. If you have something

that you think is relevant to our page and would like to have it posted,

please email Angie Laird at [email protected] and we will be happy to post

it!

Click the icon below to go to our page.

JOB BANK SETAP operates a job bank. Local employers frequently use our

service when seeking new employees. Do you know someone

looking for a job as a paralegal or legal assistant? If so, please

encourage them to submit their résumé to:

Sandra Mott Job Bank Chairperson

Calvert Eaves Clarke & Stelly, LLP (409) 832-8885

[email protected]

The fee is $10.00 for non-members and free for SETAP members. Checks are to be made payable to SETAP.

Microsoft Excel: How to Type Ampersands (&) in Headers and Footers

When you type an ampersand (&) into a header or footer of an Excel document and then print it, you’ll find that it disappears, leaving you with an undesired result. AT&T becomes ATT. A&W becomes AW. Basically, Excel reads an ampersand as a marker that indicates that a special formatting code is to follow. There’s a simple trick you can use to type & into your header or footer. You just need to create the header as you would normally, and when you type the text in, type two ampersands. (e.g. AT&&T, A&&W, H&&R Block). You get the idea. You’re welcome!

Page 5: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

Page 5 September - October Issue 2016

SEPTEMBER BIRTHDAYS

Breana Sarver Teresa Humphrey

Flower: Aster or Morning Glory

Birthstone: Sapphire

OCTOBER BIRTHDAYS

Myrna Haynie Sheila Milbrandt

Jill Wiebusch

Flower: Marigold or Calendula

Birthstone: Tourmaline and Opal

Page 6: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

Page 6 September - October Issue 2016

Jefferson county bar association Veterans clinics

Port Arthur, tx

July 30, 2016

Lumberton, tx

August 20, 2016

Mary beth jones Mary beth jones

Sharon wornick

lisa leyendecker

Tara hickey cheryl bryan

dana hogg

Page 7: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

Page 7 September - October Issue 2016

In Loving Memory

The paralegal community lost a dear friend and colleague on July 30, 2016. Holly Smith Huckabee was one of the passengers in the hot air balloon crash in Lockhart, Texas. She contributed greatly to the paralegal profession, her faith and her community. Holly was a very active member of the Paralegal Division of the State Bar of Texas and the Houston Metropolitan Paralegal Association. She was the very definition of a committed, unifying leader. She was a passionate advocate for pro bono and community service initiatives and always, always stood for the professional advancement of the paralegal profession. As Co-Director of District 1, Paralegal Division, she gave tirelessly of herself to insure that all paralegals received the educational, networking and professional resources they needed. Holly was also a founding member of The River United Methodist Church in Richmond, Texas. Our thoughts and prayers are with her family and her work family at John K. Grubb & Associates. She will be greatly missed by many. Holly was 50 years old and leaves behind a son, a daughter and two grandsons.

1966—2016

Holly Smith Huckabee

Page 8: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

Page 8 September - October Issue 2016

Norman Anthony Desmarais Jr., passed away on August 15, 2016 at the age of

66. “Norm” as he was known to many, was a local attorney who graduated in

1996 from the South Texas College of Law (now known as the Houston College

of Law). He was a solo practitioner who officed in Nederland, Texas and

specialized in criminal law, family law, juvenile law, and wills, trusts and

probate. His reputation in the legal community was excellent and he

represented his clients with zeal. Those who knew him will say that he was a

very nice man with a unique sense of humor and a distinctive laugh. His

children commented that their Dad always wanted to be a donor (not surprising

because he was always wanting to help people). Life Share recently contacted

the family to let them know that Norm was able to donate and save 50+ people!

What an amazing legacy for his family. Norm will be greatly missed. On behalf

of SETAP, we send our condolences to his family, friends and colleagues.

Norman Anthony “Norm” Desmarais, Jr.

1950—2016

Page 9: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

Page 9 September - October Issue 2016

Robert "Bob" King Monk

March 22, 1957 - August 27, 2016

Robert King Monk (“Bob”) lived in Port Neches and passed away Saturday, August 27, 2016 at home with LaRee and Elissa, his wife and daughter. Bob attended Lamar University and The University of Texas at Austin as an undergraduate and Baylor University School of Law. Bob worked as a lawyer that represented the little guy. He was, as he often said, a “street lawyer” and by that he meant he would help people whether they could afford to pay up front or not. Bob took great pride in leveling the playing field by advocating for the meek and against those that might use their immense resources to otherwise bully their way through the justice system. Bob was active in his Church and those that knew him knew that he would do anything for anyone at his own expense, and he always did it out of joy because he loved them. Bob had many friends and he will be greatly missed. Bob was preceded in death by his parents and son, Oliver Monk, with whom he was united joyfully upon his passing. Bob is survived by his wife LaRee Monk and daughter Elissa Monk as well as his sister Debbie Monk Hebert and brothers Steve Monk and Michael Monk. SETAP wishes to extend its sincerest condolences to the family.

In Loving Memory

Page 10: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

September - October Issue 2016 Page 10

T he Evelyn M. Lord Teen Court began in September of 1992 as a joint effort between the Jefferson

County Young Lawyers Association and the City of Beaumont. This alternative sentencing program for

juvenile offenders was an outcome of the community meeting held in January 1992 as citizens gathered

to address the growing problem of gang and youth violence under the leadership of Beaumont Mayor Evelyn

Lord. The success of Teen Court is a result of the cooperative efforts between several entities: Judge Lupe

Flores (then Chief Magistrate Municipal Court), Winnie Kocot (then Municipal Court Administrator), Jefferson

County Young Lawyers Association, Jefferson County Juvenile Probation Department, and the Mayor’s Youth

Commission. The initial efforts of each person/group enabled the Beaumont Teen Court program to receive

state and national awards from the Texas and American Bar Association. Teen Court is a volunteer program for Class C misdemeanor criminal offenses. It provides first-time juvenile

offenders age 10-16 an alternative to the adult criminal justice system. To participate, a first-time offender

must first make an initial appearance in open court with their parent or guardian and enter a plea of guilty or

no contest to the charge. The juvenile must then pay a one-time fee of $20.00. Thereafter, the juvenile

offender then appears at a Teen Court session before a jury of teen peers and is offered an opportunity to

make restitution for the offense through community service, Teen Court participation, by writing an essay

and/or apology letter, and other appropriate punishments ordered by the teen jury. After successfully

completing the ordered sanctions, the charge against the juvenile is dismissed and no conviction of guilt is

entered on the juvenile’s permanent criminal record. Teen Court sessions are held monthly on Tuesday evenings

at the Beaumont Municipal Courthouse. The success of the Evelyn M. Lord Teen Court program is due to the overwhelming

response of volunteers from within the Beaumont community who graciously give their

time and talent. Area high schools publicize the need for teen volunteers to serve as

attorneys and jurors. The Southeast Texas Association of Paralegals provides court

clerks. The Jefferson County Young Lawyers Association provides attorneys to serve

as Judges and to also assist the teen prosecutors and teen defense attorneys. A

Beaumont police officer also gives his/her time to serve as bailiff during teen court

sessions. Beaumont is proud of its community for the ongoing support of time given by so many

volunteers. It is inspiring to see people come together to support the education of our

youth as we encourage them to accept responsibility for their choices and the

consequences that follow.

Angie F. Laird, ACP, TBLS-BCP

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September - October Issue 2016 Page 11

Class 1- Includes, but not limited to: 1) Littering; 2) Remaining in park after closing

3 – 5 units of community service Essay Jury Term Star Program

Class 2- Includes, but not limited to: 1) Anti-noise violations; 2 Disorderly conduct – Fighting other than school premises

4 – 6 units of community service Essay Jury Term Star Program

Class 3- Includes, but not limited to: 1) Disorderly conduct: Abuse-Threat; assault-Threat; Fighting on school premises; language; 2) Disruption school class; 3) Gamb 4) Obsence display / distribution; 5) Public order violations; 6) Trespass on school property

5 – 7 units of community service Essay Jury Term Star Program

Class 4- Includes but not limited to: 1) Criminal mischief under $50.00 2) Curfew 3) Failure to identify 4) Theft under $50.00 5) Possession – drug paraphernalia

6 – 8 units community service Essay Jury Term Star Program

The Training Session for the 2016-2017 term will be held on September 13, 2016 at 5:15 p.m. at the Beaumont Municipal Court in Courtroom 1. Please consider attending

this training session and orientation. The training session gives you a chance to meet the

court personnel as well as the teen volunteers. There will also be a short docket. If you

have any questions about Teen Court, please contact your Teen Court Coordinator, Sandra

Mott at [email protected].

Page 12: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

September - October Issue 2016 Page 12

few months ago, an emeritus member of the Division who is

now attending law school contacted me to discuss a statement her professor had made in her Professional Responsibility class. The professor gave the class a hypothetical situation wherein a paralegal interviewed a new client and completed the intake process, but calendared the statute of limitations deadline incorrectly based on an incorrect accident date provided by the client. The incorrect calendaring of the accident date caused the lawsuit to be filed too late. The question for the class was whether the attorney could be sued for malpractice. Of course, the answer was that the attorney certainly could be sued for malpractice, but the PD member questioned whether the attorney-client relationship ever existed. In the hypothetical situation, there was no men­tion of the attorney ever speaking with the client or accepting the case. The professor stated that the paralegal could accept the case because the paralegal is acting as the agent of the attorney. As an experienced paralegal, the PD member was confused about her professor’s statement and hoped I could help her understand the basis for her professor’s assertion.

Agent: One who agrees and is authorized to act on behalf of another, a principal, to legally bind an individual in particular business transactions with third parties pursuant to an agency relationship.

(West’s Encyclopedia of Amercan Law, edition 2. (2008).)

As the definition above states, an agent may make legal commitments and agreements for the principal. However, rules 5.03, 5.04, and 5.05 of the Texas Disciplinary Rules of Professional Conduct do not refer to non-attorney staff ever being agents for attorneys, although the rules do emphasize that attorneys have a duty to supervise non-attorney staff, including paralegals. Further, the State Bar’s definition of a paralegal and the associated guidelines, as well as the PD ethics cannons, make it clear that paralegals may never serve as agents for attorneys in legal matters.

In the hypothetical situation presented to the law class, an attorney could be sued for malpractice if the paralegal incorrectly calendars a deadline, since attorneys must directly supervise paralegals. However, if the attorney had not yet met with the client and agreed to take the case, then there should have been some sort of form for the potential client to sign making clear that the intake interview did not establish an attorney-client relationship, and the attorney had not yet agreed to take the case. In that situation, while the attorney still might have been sued for malpractice, a potential defense would be that no attorney-client relationship existed. Of course, the date of the accident should have been verified by the paralegal by checking the police report or another source so the deadline for filing could

have been accurately entered into the calendaring system.

While many attorneys are under the mistaken impression that paralegals may sign pleadings and perform other actions that only an attorney may do, perhaps some of them, like this law professor, believe that paralegals may act as agents for attorneys. Unfortunately, it is unclear where they have obtained that false information.

One of our professional responsibilities as paralegals is to educate the public and attorneys regarding the limits of the duties we may perform. Apparently, this also includes correcting some attorneys’ mistaken beliefs that paralegals may serve as agents for attorneys.

Ellen Lockwood, ACP, RP, is the Chair of the Professional Ethics Committee of the Paralegal Division and a past president

of the Division. She is a frequent speaker on paralegal ethics and intellectual property and the lead author of the Division’s Paralegal Ethics Handbook published by Thomson Reuters. You may follow her at www.twitter.com/paralegalethics and she may be contacted at [email protected].

Are Paralegals Ever Agents for Attorneys? Ellen Lockwood, ACP, RP

A

Reprinted with permission from the Texas Paralegal Journal

Page 13: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

Page 13 September - October Issue 2016

On June 30, the Court of Criminal Appeals issued an order mandating criminal eFiling for attorneys filing in the district and county-level courts in the state. The order provides for a scheduled implementation similar to the one used for civil eFiling, beginning with the most populous counties on July 1, 2017 and ending with counties under 20,000 population on January 1, 2020. To learn more about criminal eFiling, please contact your

eFileTexas representative.

COURT OF CRIMINAL APPEALS

MANDATES CRIMINAL EFILING

This article reprinted with permission from the Office of Court Administration.

AN UPDATE FROM THE DISTRICT CLERK’S OFFICE

I-Jury will go live February 1, 2017.

Criminal E-filing has been MANDATED. Jefferson County is mandated to go live by

January 1, 2018, however, we intend to roll it out in Drug Court in the near future.

If you are not aware, court documents are now available online for access by attorneys.

For those working on criminal cases, the District Clerk’s office is in the process of reviewing a

40-year backlog of criminal trial exhibits. For cases that are eligible for destruction pursuant to

the mandated retention schedule, attorneys will be receiving notices of intent to destroy exhibits.

Page 14: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

Page 14 September - October Issue 2016

Page 15: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

September - October Issue 2016

SETAP CLE SPEAKER MEETING

When: Thursday, September 15, 2016

Time: 12:00 — 1:00 pm

Where: Strong Pipkin Bissell & Ledyard, LLP

12th Floor Conference Room

Topic: “Lessons Learned the Hard Way”

Speaker: Laurie Perozzo, Esq.

Lunch Sponsor: Stratos Legal Deposition &

Record Service

Page 15

Continuing Education

All continuing education programs are available to all who want to participate. NALA members receive significant discounts off registration fees.

CLICK HERE TO SEE UPCOMING LIVE COURSES, AVAILABLE SELF-STUDY COURSES AND UPCOMING WEBINARS.

Page 16: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

Page 16 September - October Issue 2016

Page 17: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

Page 17 September - October Issue 2016

Texas Paralegal Day is October 23rd!

Happy Paralegal Day SETAP members!

Page 18: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

Page 18 September - October Issue 2016

PARALEGAL OF THE YEAR Do you know a SETAP member who has made a significant contribution to the paralegal profession?...gone the extra mile?...achieved higher education or status?... received special recognition for her accomplishments? The call for nominations for Paralegal of the Year begins September 9, 2016 and ends October 4, 2016. Be prepared to send in your nominations!

If you are pursuing a college education, certificate program and/or professional certification, be sure to take advantage of SETAP’s $300 scholarship opportunity. The scholarship winner will be announced at the Paralegal Day Luncheon on October 20, 2016. The deadline to apply is October 13, 2016. Click here for an application.

SCHOLARSHIP OPPORTUNITY

Page 19: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

Answer: D) “Ghostbusters” is the eponymous

theme song to the film of the same name, recorded

in 1984 by Ray Parker, Jr. The song features an uncanny resemblance to a Huey Lewis song, “I Want

a New Drug”. Lewis took Parker to court over the

musical similarities. The case settled out of court. Hit up YouTube for mashups of the two songs.

Which of these iconic 1980s movies

theme song triggered a lawsuit?

A) The Goonies

B) Back to the Future

C) Predator

D) Ghostbusters

September - October Issue 2016

Do you have news or other

information you would like to

include in the newsletter?

Milestones, life events, paralegal

certifications, news or upcoming

events in our legal community?

If so, please don’t hesitate to

contact me!!

Thanks,

Angie Laird

[email protected]

Eleanor Roosevelt, former First

Lady of the United States, would

only allow female reporters to

attend her press conferences. In doing so, she forced newspapers to

hire women as reporters in an era

when the vast majority of

reporters were men.

Medical Provider Credentials

Verification Paralegal Associations by State:

http://miamifrp.com/associations/

Jefferson County Bar Association:

http://www.jcba.org/

NOLO Legal Dictionary:

http://www.nolo.com/dictionary/

Page 19

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Page 20 September - October Issue 2016

Paralegal Division of the State Bar of Texas

The Paralegal Ethics Handbook is a resource for all paralegals that addresses ethical considerations for 17 practice areas as well as considerations for in-house, corporate, freelance, administrative, governmental, and regulatory law

paralegals.

This title:

Examines such topics as defining ethics, ethical obligations, and remaining

ethical.

Addresses ethical considerations for e-filing, e-discovery, and technology.

Provides resources for state information and paralegal association ethics

cannons and related information.

Contains rules and regulations for all 50 states and Washington, D.C.

Explains how to determine whether an action may be an ethical violation.

NEW EDITION

PARALEGAL ETHICS HANDBOOK, 2016 ED.

Order online at legalsolutions.com and at

checkout, enter promo code WPD20 and the discount will be applied. Expires 12-31-16.

SAVE 20%

The Paralegal Division of the

State Bar of Texas

Celebrates 35 years!

Page 21: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

September - October Issue 2016 Page 21

FOR THE SPEAKER LINEUP & MORE INFORMATION, CLICK HERE.

TAPS 2016

Page 22: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

September - October Issue 2016 Page 22 TAPS 2016

Page 23: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

Page 23 September - October Issue 2016

FOR MORE INFORMATION, CLICK HERE.

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Page 24 September - October Issue 2016

FOR MORE INFORMATION, CLICK HERE.

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Page 25 September - October Issue 2016

FOR MORE INFORMATION, CLICK HERE.

Page 26: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

Inside Story Headline

September - October Issue 2016 Page 26

CCI, Inc.CCI, Inc. Judith Smith

2525 N. Loop W., Suite 260 Houston, TX 77008

(713) 365-0777 [email protected]

www.recordsdiscovery.com

Court Reporting Records Retrieval Process Serving

*Nationwide service.

CCI brings over 30 years of experience and has built an industry-wide reputation as a dependable partner with prominent law firms and insurance companies.

SETAP’SETAP’SS SUSTAINING MEMBERS!!SUSTAINING MEMBERS!!

Our sustaining members continue to support our Our sustaining members continue to support our

organization. Please show your appreciation by organization. Please show your appreciation by

calling on them whenever possible!calling on them whenever possible!

JAN GIROUARD & JAN GIROUARD &

ASSOCIATESASSOCIATES 550 Fannin, Suite 108

Beaumont, Texas 77701 (409) 832-2721

LOCALLY OWNED AND OPERATED SINCE 1987 MELISSA GIROUARD CSR/OWNER [email protected] www.jangirouard.com

Certified Court Reporters Records Retrieval

Electronic Transcripts Notices and Subpoenas

Litigation Support Complimentary Conference Rooms

COURT REPORTING AND RECORDS SERVICES

Page 27: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

September - October Issue 2016 Page 27

Kim Tindall & Associates, LLCKim Tindall & Associates, LLC San Antonio ● Austin ● Laredo ● Dallas

Houston ● Fort Worth

1-866-672-7880

Court Reporting Records Retrieval

Document Imaging Trial Presentation Process Services

Video Services Conference Rooms

Court Reporting & Litigation Support

throughout Texas & The U.S.

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SETAP’SETAP’SS SUSTAINING MEMBERS!!SUSTAINING MEMBERS!!

Our sustaining members continue to support our Our sustaining members continue to support our

organization. Please show your appreciation by organization. Please show your appreciation by

calling on them whenever possible!calling on them whenever possible!

Page 28: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

September - October Issue 2016 Page 28

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SETAP’SETAP’SS SUSTAINING MEMBERS!!SUSTAINING MEMBERS!!

Our sustaining members continue to support our Our sustaining members continue to support our

organization. Please show your appreciation by organization. Please show your appreciation by

calling on them whenever possible!calling on them whenever possible!

Page 29: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

September - October Issue 2016 Page 29

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SETAP’SETAP’SS SUSTAINING MEMBERS!!SUSTAINING MEMBERS!!

Our sustaining members continue to support our Our sustaining members continue to support our

organization. Please show your appreciation by organization. Please show your appreciation by

calling on them whenever possible!calling on them whenever possible!

Page 30: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

Page 30 September - October Issue 2016

$ Monthly Treasurer’s Report $ SOUTHEAST TEXAS ASSOCIATION OF PARALEGALS

MONTHLY TREASURER’S REPORT AS OF JULY 31, 2016

Respectfully submitted, Myrna Haynie Treasurer

BEGINNING BALANCE – 07/01/16: $ 14,250.94

DEPOSITS:

● None. $ 0.00

TOTAL DEPOSITS: $ 0.00

SUBTOTAL: $ 14,250.94

DISBURSEMENTS:

● Juxtapose, Inc. – June web-hosting $ 27.06

● USPS - Renewal - 12 months #813 $ 60.00

● Angie Laird - Paralegal Day Items $ 320.72

TOTAL DISBURSEMENTS: $ 407.78

ENDING BALANCE – 07/31/2016: $ 13,843.16

Page 31: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

Page 31 September - October Issue 2016

$ Monthly Treasurer’s Report $ SOUTHEAST TEXAS ASSOCIATION OF PARALEGALS

MONTHLY TREASURER’S REPORT AS OF AUGUST 31, 2016

Respectfully submitted, Myrnie Haynie Treasurer

BEGINNING BALANCE – 08/01/16: $ 13,843.16

DEPOSITS:

● Adjustment of balance due to error $ 73.30

TOTAL DEPOSITS: $ 73.30

SUBTOTAL: $ 13,916.46

DISBURSEMENTS:

● Juxtapose, Inc. – August web-hosting $ 27.06

● NALA 2016-2017 Affiliated Dues $ 225.00

TOTAL DISBURSEMENTS: $ 252.06

ENDING BALANCE – 08/31/2016: $ 13,664.40

Page 32: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

Page 32 September - October Issue 2016

PAST PRESIDENTS and

PARALEGAL OF THE YEAR RECIPIENTS

YEAR PRESIDENTS PARALEGAL OF THE YEAR

1980 - 1982 Brenda Taylor

1982 - 1983 Cathrue Benoit

1983 - 1984 Prue Nicholas

1984 - 1985 Linda Rodgers

1985 - 1986 Jeannie Grinnell

1986 - 1987 Martha Maze

1987 - 1988 Janet Whitton Cathrue Benoit

1988 - 1989 Diana Faust Janie Boswell

1989 - 1991 Janie Boswell Martha Maze & Patricia Rios

1991 - 1992 Carla Weighmann Carla Weighmann

1992 - 1993 Martha Maze Helen Case

1993 - 1994 Brenda Jenkins Brenda Taylor

1994 - 1995 Janice Waddell Grace Guillot

1995 - 1996 Shannon Hyde Janice Waddell

1996 - 1997 Vicki Westbrook Shannon Hyde

1997 - 1998 Kim Frenzel Vicki Westbrook

1998 - 1999 Beth West Kim Frenzel

1999 - 2000 Linda Asteris Beth West

2000 - 2001 Sandy Eaves Linda Asteris

2001 - 2002 Katrina Waddell Sandy Eaves

2002 - 2003 Peggy Dean Katrina Waddell

2003 - 2005 Mary Beth Jones Mary Beth Jones & Annette Pernell

2005 - 2006 Sheila Milbrandt Jackie Smith

2006 - 2007 Jackie Chavez Dana Hogg

2007 - 2008 Jill Peterson Michelle Stutes

2008 - 2009 Sheila Milbrandt Sheila Milbrandt

2009 - 2010 Angie Laird Jane Barron

2010 - 2011 Jane Barron Cheryl Bryan

2011 - 2012 Marissa Paltz Caryl McBroom

2012—2013 Rene’ Crum Melissa LeJeune

2013—2014 Jane Barron Jane Barron

2014—2015 Sheila Milbrandt Jackie Chavez

2015—2016 Cheryl Bryan Angie Laird

Page 33: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

Page 33 September - October Issue 2016

Just For Fun!

Page 34: Southeast Texas Association of Paralegals Lex Amicus Newsletter · 2016-09-29 · The Southeast Texas Association of Paralegals is a nonprofit organization of paralegals committed

P.O. Box 813

Beaumont, Texas 77704

www.setap.org

Southea st Texa s

Assoc i a t ion o f

Para l ega l s

September 2016

October 2016

Page 34

“An investment

in knowledge

always pays the

best interest.”

~Benjamin

Franklin

Sun Mon Tue Wed Thu Fri Sat

1 SETAP

Membership Renewals Due

2 3

4 5 Labor Day 6 7 8 SETAP Board

Meeting

9 Call for

Nominations for Paralegal of the Year

10

11 12 13 Teen

Court 14 15 CLE

Speaker Meeting

16 17

18 19 20 21 22 Fall

Begins 23 24

25 26 27 Teen Court 28 TAPS

San Antonio 29 TAPS

San Antonio 30 TAPS

San Antonio

Sun Mon Tue Wed Thu Fri Sat

1

2 3 4 Deadline to Nominate Paralegal of

the Year

5 6 7 8

9 10 11 12 13 SETAP

Board Meeting

--------------- Deadline for scholarship applications

14 15

16 17 18 Teen Court

19 20 PARALEGAL

DAY LUNCHEON

21 22

23 TEXAS

PARALEGAL DAY!

24 25 Deadline to submit newsletter

items

26 27 28 29

30 31 Halloween