Dallas Bar Association

Solo & Small Firm Section

The Solo & Small Firm Section provides meaningful and practical continuing legal education to its members and assists members in achieving economics in law office administration and procedure. The Section generally meets the first Wednesday of the month at noon. It also sponsors several social networking events during the year and, from time to time, full or half day CLE programs of interest to solo practitioners and small law firms.

Upcoming CLE: 

Please join the Section on Wednesday, August 6, 2014 from 12 p.m. - 1 p.m. at the Belo.

Speaker - Mr. Jett Hanna —Senior Vice President, Texas Lawyers' Insurance Exchange

Program -  "Ethical and Malpractice Issues in Contracting with Clients and Collecting Fees"

Topics will include:

Can you check your client's credit?
When is a written fee agreement required by the ethics rules or suggested to avoid problems?
What are acceptable electronic methods of payment when your trust account is involved?
Can you obtain collateral or a  note for your fee?
When is a change in a fee agreement permitted?
Can you report your client to the credit bureau?
Can you use a collection agency to collect fees?
When should you sue your client for fees?
Trust Accounts?

MCLE - 1 Hour Ethics

This is a CLE you do not want to miss!

2014 Meeting Schedule

The Dallas Bar Association Solo & Small Firm Section generally meets the first Wednesday of every month.  However, please check back regularly as there will be variations to accomodate some of our programming.


Section Officers:

Name: Karen McCloud
Officer Position: Chair and Board Advisor
Firm: Karen D. McCloud, P.C.
Firm Address: 3102 Maple Avenue, Suite 400
Firm City, State, Zip: Dallas, TX 75201
Business Phone: 214-651-6700
Email: kmccloud@karenmccloud.com

Name: Kristi Kastl
Officer Position: Vice Chair
Firm: Kastl Law, P.C.
Firm Address: 4144 N. Central Expressway, Suite 640
Firm City, State, Zip: Dallas, TX 75204
Business Phone: 214-821-0230
Email: kkastl@kastllaw.com

Name: Jennifer Vermillion
Officer Position: Secretary-Treasurer
Firm: John R. Vermillion & Associates, LLC
Firm Address: 7616 LBJ Freeway, Ste. 120
Firm City, State, Zip: Dallas, TX 75251
Business Phone: 972-386-4560
Email: jennifer@revocabletrusts.com

Name: Andrew Jenkins
Officer Position: Immediate Past Chair
Firm: The Law Offices of Andrew K. Jenkins, PC
Firm Address: 3102 Maple Avenue, 4th Floor
Firm City, State, Zip: Dallas, TX 75201
Business Phone: 214-953-9384
EMail: AndrewKJenkins@akj-law.com


 

Resource Links

 

 


Section Membership

If you are interested in becoming a member of the Solo and Small Firm section, please send a letter of request and a $20.00 membership fee to:

DBA
2101 Ross Ave
Dallas Texas, 75201

Please note that you must be a member of the Dallas Bar Association to join a section. If you have any questions regarding sections membership, please contact the membership department at the Dallas Bar.

Section Admin-Mass E-mail/Roster

Section Admin-Webpage


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9-2013turning65-longtermcareinsurancejohnson.ppt1.18 MB
10-2013turning65_koffendeldercareresourcesyoudidnt_knowabout.ppt719.2 KB
11-1-2011_Loser_Pays--Then_and_Now.pdf1.01 MB
12-2013turning65--3rdpartycarefrompoas_to_complexguardianships_kelso.ppt307 KB
13-2013turning65-coordinatingestateplanwitheldercareotherbenefitplanning_sampson.ppt253.21 KB
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media_savvy_litigation_in_the_internet_age2.handouts.ppt2.74 MB
turning_65_flyer.pdf90.4 KB
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01-05-2011_Anatomy_of_a_Traffic_Wreck.pdf12.01 MB
02-14-2011_Ethics_for_Solos_and_Small_Firms.pdf464.39 KB
03-02-2011_Securing_a_TRO_handout.pdf646.01 KB
04-06-2011_Choice_of_Entity_Paper.pdf282.75 KB
04-06-2011_Choice_of_Entity_PowerPoint.pdf5.4 MB
05-04-2011_Preparing_the_Witness_for_Testimony.ppt1.21 MB
06-01-2011_12_Steps_to_Starting_a_Law_Firm.png747.1 KB
07-06-2011_Tech_Savvy_Office_pt 1_Document_Management.pdf2.66 MB
08-03-2011_Texas_Legislative_Update.pdf2.55 MB
Turning_65_Agenda, List of Speakers_and_their_Topics.pdf130.5 KB
Turning65_Preparing_for_Retirement--Jim_Davidson.ppt4.08 MB
Turning65_Enacting_A_Retirement_Plan--Jim_Davidson.pdf84.06 KB
Turning65_Retirement_Distribtution_Challenges_How_to_Live_on_Less_Make_It_Last--Holly_Carroccio.ppt980.5 KB
Turning65_Handout_Articles--Holly_Carroccio_handouts.pdf8.59 MB
Turning65_When_to_Take_Social_Security_Savvy_SS_Planning--Holly_Carroccio.pdf704.75 KB
Turning65_Extended_IRA_&_Nonqualifed_Annuity_Strategies-Dee_Dee_Chadwick.ppt14.01 MB
Turning65_Annuity_Contracts_Ownership_&_Terminology_Primer-Dee_Dee_Chadwick.ppt3.04 MB
Turning65_Long_Term_Care_Insurance_ver_156c--Barry_Johnson.pdf214.96 KB
Turning65_Dealing_with_Death_of_A_Solo_&_Closing_Your_Practice--Jimmy_Brill.pdf298.92 KB
Turning65_Understanding_Medicare_cms_shortoverview--Melissa_Scarborough.ppt838 KB
Turning65_Elder_Care_Resources--Mick_Koffend.pdf19.75 KB
Turning65_Contracting_for_Long_Term_Care--Christian_Kelso.ppt285 KB
Turning65_Pensions_and_Non-Probate_Assets;_Beneficiary_Designations--Dani_Smith.ppt810 KB
Turning65_Sample_Beneficiary_Designations--Dani_Smith.doc54.5 KB
Turning65_Intersection_between_Long_Term_Care_Medicaid__&_VA_Improved_Pension_Benefits--Mike_Cohen.pdf401.73 KB
Turning65_Levels_of_3rd_Party_Care--Christian_Kelso.ppt303.5 KB
Turning65_Estate_Planning_Strategies_that_Can_Conflict_with_Retirement_Planning--Diane_Reis.doc63 KB
10-13-2011_Practical_Tips_for_Organizing_the_Small_Tech_Savvy_Law_Office, pt 2-handout.pdf291.16 KB
10-13-2011_Practical_Tips_PowerPoint_Presentation.pdf1.82 MB
12-7-2011_E-Filing_Tips.pdf53.01 KB
january_4_2012_tips_for_appeals_3.ppt633 KB
february_2012-what_every_attorney_needs_to_understand_about_business_valuation_and_why.pdf760.4 KB
march_2012-the_ethical_lawyer-avoid_malpractice_and_honoring_the_practice_of_law.pdf2.29 MB
april_2012-what_every_attorney_should_know_about_office_leases.pdf44.3 KB
may_2012-how_to_close_the_deal-secrets_of_persuasion.pdf3.08 MB
june_2012-a_lawyers_journey_using_social_media.pdf179.08 KB
august_2012-what_every_attorney_needs_to_know_when_dealing_with_the_irs.pdf545.93 KB
2012_civil_collaborative_law_flyer_program_presenters_registration_form.pdf178.41 KB
september_2012-the_affordable_care_act.ppt386.5 KB
october-transformational_it_future-proofing.pdf447.03 KB
november_2012-estate_tax_planning-year_end_and_beyond_practical_knowledge_guidelines__forms.pdf781.22 KB
11-2013turning65-beneficiary_designations_smith.ppt181.77 KB
solo_small_firms_presentation.ppt326.5 KB
sample_sep_to_cb_illustration_2013.pdf99.91 KB
dallas_bar_solo__small_firms_insurance_workshop_oct_2013.ppt624.5 KB
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