Volume L                                                                                                                                                                                                                                                                   May 25, 2018

Bringing you complete, up-to-date Paralegal Division information since 2014.
We welcome your contributions, feedback, and comments.  Please contact us anytime at e-newsletter@txpd.org.

100 PD Club Members

Child Protection Law Section - New Section

CLE Calendar

Committee Spotlight

Contact the PD

Did You Know . . .

Ethics Tip - Ethics Mistakes

Job Bank

2018-2019 Membership Renewals Online

New Ethics CLE Requirement

New Membership Cards

Paralegal Ethics Handbook - 2017 Edition

PD Merchandise

Quick Links

Random Question Winner, Sponsors, and the Rules

Save the Date - PD Annual Meeting - June 22, 2018

Save the Date - CAPA & PD Dist. 4 Joint Annual CLE

Save the Date - TAPS 2018 - 9/26-28/2018 - Now Online

Sustaining Members

- Annual BOD Meeting - June 21-23, 2018, 4415 South
  IH-35, Austin, TX
  (Annual Meeting of Members - June 22 - 1/2 day of  
   CLE; Register now!)

- TAPS - September 26-28, 2018, Addison, TX - Information Online!


LinkedIn Discussion - PD

Record CLE Hours

Texas Paralegal Division

PD Membership Application

Texas Paralegal Journal

PD Blog

PD Facebook

State Bar of Texas

PD App

Texas Bar College

TBLS - Paralegal

TBLS Examination Helpful Hints Guide
   (Members Only Login Required)

Paralegal Pulse Archives

PD Quick Notes



The TPJ Spring 2018 Edition is available today!

The Spring Paralegal Division of the State Bar of Texas digital Texas Paralegal Journal (TPJ) is available!

This edition includes recognitions, awards, and certifications of our PD members, as well as updates about the upcoming Annual Meeting, TAPS, and more!

Please take the time to review the digital TPJ!

Spring 2018 Texas Paralegal Journal


Take a look at prior TPJ editions at
On January 26, 2018, the State Bar of Texas Board of Directors voted unanimously to create the State Bar of Texas Child Protection Law Section.

This section is encouraging paralegals to become involved with this section so that the needs and legal training of paralegals in this specialized area will be addressed.

To become a member: Use your State Bar of Texas Paralegal Division bar number and log into your “My Bar Page” account via the State Bar of Texas website at www.texasbar.com. From the right side of the welcome page, select “Join Sections”. Then select “Child Protection Law” and follow the instructions to become a member.

Membership is $20.00.


Law firms and legal departments with 100% of their paralegals enrolled as PD members, will qualify for the "100 PD Club” and receive recognition in the summer 2018 TPJ.

For a “100 PD Club” questionnaire, please e-mail tpj @txpd.org and type “100 PD Club” in the subject line.

Order Your TAPS Merchandise Here

As a Paralegal Division member, you have access to the PD Job Bank!

Log in at txpd.org and check it out on the Members Only tab.

Paralegal Division CLE Calendar

The Paralegal Division website has a CLE calendar with events all over the State of Texas.

When looking for live events in your area, remember to visit our CLE calendar at https://txpd.org/calendar/calendar.asp.
Looking for affordable CLE?


Visit the PD On-Line CLE store for some of the most affordable
CLE around.


Obtain the CLE programs and many more!


Who will be installed at the PD President for 2018-2019?


PD CLE Calendar

The Paralegal Division website has a CLE calendar with events all over the State of Texas.

When looking for live events in your area remember to visit our CLE calendar:


    Ad Size/Location         Per Ad        Starting Summer 2018
                                                                       Per Ad for 4 Issues    
Premium (Inside Cover)    $500.00         $480.00 ($1,920.00)

Full Page                            $425.00          $405.00  ($1,620.00)
Half Page                           $250.00           $235.00    ($940.00)
hird Page                         $125.00            $115.00    ($460.00)

*Sustaining Members receive a 10% discount.  (Discounts cannot be combined with any other discounts.)

Go to https://txpd.org/files/file/webpages/TPJ/2018 Ad Rate Sheet.pdf for details on advertising.

CLE CEtoGo Podcasts and On Demand Programs
Presented by the Paralegal Division

Don’t have time to leave your desk for a CLE event? If you need CLE, the Paralegal Division offers Online CLE. The Online CLE catalog @ http://txpd.inreachce.com/ is a combination of past on-site CLE as well as webinars that have been presented by the Paralegal Division.

June 7, 2018; 12:00 p.m. - 1:00 p.m.

Cell Phone Forensics

Speaker:  Gavin W. Manes, Ph.D.

This event will educate paralegals on preserving mobile devices, interpreting forensic reports, and the type of information available from mobile devices. The webinar presentation is a timely, convenient and cost-effective CLE for which attendees will receive 1.0 hour CLE credit. TBLS has approved 1.0 hour CLE credit in Bankruptcy, Civil Litigation, Criminal Law, Family Law and Personal Injury Trial Law.

Registration Link

June 12, 2018; 12:00 p.m. - 1:00 p.m.

General Data Protection Regulation (GDPR) - Why Should I Care? What Should I Know?
Speaker:  Wendy Bozzolasco (Deputy Chief Ethics and Compliance Officer, Director Global Litigation of SunPower Corporation)

Event Description: The European Union (EU) implements the GDPR on May 25, 2018. Be prepared with knowledge! This presentation covers the new European regulation reshaping the European framework on the protection of personal data, including key definitions in the GDPR, data protection principles, accountability, new information and consent requirements, new rights for individuals, mandatory provisions for vendors/data processors, and tougher sanctions. The GDPR not only applies to organizations located within the EU, but also to all organizations processing and holding the personal data of any individual in the EU (citizens, residents and visitors) as well as EU citizens living abroad, regardless of the organization’s location. This means, for example, that if a US-based company wants to conduct e-commerce in the EU (for which it needs to process some personal data such as name, shipping address, bank information, etc.), the GDPR applies to it.

Registration Link

More CLE topics are added monthly. View the catalog to see what may interest you. If you are a certified paralegal, this may just be the “go to” place to obtain the CLE. You may also download most of the CLE topics to a podcast so you can listen as you drive to work!

Go to the PD Online CLE tab to see a “New Year Bundle" that has been added to help you get ready for membership renewal. Purchase 3 items for 10% discount and 5 items for a 20% discount.


Have you seen an especially helpful CLE in your district?   If so, please let us know.  We are always looking for good presentations to present through webinar.

Please contact Shannon Shaw OnlineCLE@txpd.org to provide information about potential webinars.
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.

How to Order and Save 10% - Order online at LegalSolutions.com, and at CHECKOUT enter Promotion Code 10ETHICS and the discount will be applied. Or order by phone at 1-800-344-5009. 10% discount applies to this book only; expires 06/30/2018.

This handbook:

  • 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 canons 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
Eligible paralegals can become members of the Texas Bar College. See here for details of member benefits and how to become a member.
Merianne Gaston has retired after 9 years with State Bar College.  Please contact Katherine Korrodi at Katherine.Korrodi@texasbar.com if you need assistance at State Bar College.
TAPS Information Now Online
Mentors & Protégés
The Paralegal Division has an excellent mentorship program.  If you are new to the profession or an experienced paralegal venturing into a new field, our mentors would be happy to assist you in your transition.

Mentoring knows no bounds, including geography! Be paired up with someone in the State of Texas and communicate by phone, email or face-to-face. We are currently accepting new applications, if you wish to become a mentor or a protégé. Please see the following criteria:

Mentors - Voting, active members in good standing, with at least seven (7) years of paralegal experience, are qualified to serve as Mentors. Mentors must complete the requisite application acknowledging Mentor has read and agrees to follow the Mentor Program Guidelines.

Protégés - Protégés must be Division student members in good standing, or active or associate paralegal members of the Division in good standing, with two (2) years or less of paralegal experience. Protégés must complete the requisite application acknowledging Protégé has read and agrees to follow the Mentor Program Guidelines.

Please fill out the Mentor and/or Protégé request form under the members-only area of the Paralegal Division website  - www.txpd.org.

Once completed, submit them to Deb Pointer, Mentor Program Coordinator, MentorProgram@txpd.org. If you have recently submitted an application but have not been contacted by anyone, please forward it to Deb so it can get processed promptly.
Frequently Asked Questions

Visit the PD's website for more FAQS regarding membership, ethics, and other topics - www.txpd.org and click on "FAQ" tab.


Need to replace your membership card?  Please send $25.00 made payable to the Paralegal Division along with a letter requesting a new membership card to:

Rhonda Brashears
Paralegal Division Coordinator
P.O. Box 19163
Amarillo, TX 79114

The Paralegal Division
of the State Bar of Texas
P. O. Box 19163
Amarillo, TX 79114
Email:  pd@txpd.org
Phone:  (806) 803-3267


The end is near! Well, maybe not exactly the End, but definitely a change in direction. My year as President of this organization is quickly drawing to a close.   I was forewarned that it would go by quickly, and now it's right on top of me!

It has been a genuine honor to serve in this capacity. People always seem to be impressed when they learn that I'm the President. Heck, it still impresses me!

I was recently invited to join the Advisory Board for Paralegal Studies at Texas A&M-Commerce. One of the members (the one with "Dr." in front of his name) told me I bring a lot of creditability to the Board. Who, me?!  But no, it isn't me at all. It is who I represent – the Paralegal Division of the State Bar of Texas – in other words, YOU!  You are my validation, my reason for doing what I do. Keep it up! Thank you for a great year!

~ Mona



       The Paralegal Division owes a great debt of gratitude to the following sustaining members of the month:

Center for Advanced Legal Studies

File & Serve Xpress, Inc.




Thank you for your support of the Paralegal Division!

               For more information about the sustaining members of the month, please visit our

        webpage at http://txpd.org/vendors.asp.
                                  If you would like to be a sustaining member or have a recommendation, please contact Susan Davis at vendors@txpd.org.

Paralegal Division
2018-2019 Membership Renewals (Online Only) and CLE Requirements

The membership renewal process for all current 2017-2018 members of the Paralegal Division whose current membership expires on May 31, 2018 is entirely online.  Members will NOT receive a paper renewal form.  Online renewals were available as of May 1, 2018.  Visit www.txpd.org under the "Members Only" tab to complete your renewal application.  A late fee of $25.00 will apply to renewals submitted after July 1, 2018.

CLE Requirements for Active or Associate Members:

If you are a current 2017-2018 Active or Associate member (membership expiring on May 31, 2018), you are required to obtain at least 6 hours of CLE, 1 hour of which must be legal ethics (2 hours can be self-study) between June 1, 2017 and May 31, 2018 to renew your 2018-2019 membership. The Standing Rules of the Paralegal Division states that each Active and/or Associate member must obtain at least 6 CLE hours to renew membership for the following fiscal year (June 1 – May 31).  Substantive continuing legal education completed during any membership year in excess of the minimum six (6) hour requirement for such period may be applied to the following membership year’s requirement so long as the CLE was obtained in the membership year in which a person was an Active or Associate member. The carryover provision applies to one (1) year only and does not include legal ethics hours. (If you applied for membership after February 25, 2018 you DO NOT need to renew until May 31, 2019.)

Tracking your Required CLE:

Renewing Active and Associate members must document required CLE PRIOR TO completing the online membership renewal application.  You may enter your CLE by accessing the page found on the PD website at www.txpd.org (Go to the Members Only>Manage My CLE Records and log in). Go online and enter your CLE today!

Need Help tracking your CLE? View HERE for an easy way!

Qualifying CLE:

The Paralegal Division will accept substantive law CLE presented or approved by the MCLE Department of the State Bar of Texas, the Texas Board of Legal Specialization, the National Association of Legal Assistants, the National Federation of Paralegal Associations, and/or presented by the Paralegal Division, local bar associations, paralegal associations, or law firms for credit towards the Paralegal Division's mandatory membership renewal CLE requirement.

If the CLE course is not accredited by any of the above-referenced groups, the Division will accept a seminar, if it is a substantive law course offered by a qualified presenter that would qualify for approval if submitted to one of the above organizations. “Substantive Law Course” means an organized program of legal education dealing with: 1) substantive or procedural subjects of law; 2) legal skills and techniques; 3) legal ethics and/or legal professional responsibility; or 4) alternative dispute resolution. Additionally, law office management programs accredited by the State Bar of Texas will be accepted.

If the requested CLE hours are in connection with auditing or attending a substantive law class, the CLE hours allowed shall be limited to the number of semester hours (usually a three-hour course) rather than the number of clock hours attended.

For a complete detailed list of CLE Requirements, view Standing Rules HERE on page 10.

Congratulations, Linda!
Congratulations - You are the April Random
Question Winner!

Kim Tindall & Associates, Inc.
April Random Question Sponsor

May Random Question Sponsor

Find the random question in this month's newsletter; and send an email with the subject line "Random Question" and the correct answer to e-newsletter@txpd.org no later than midnight, June 1, 2018. The names of all members who respond with the correct answer (by the deadline) will be placed in a random drawing, and the winner will receive a $25 gift card from the sponsoring sustaining member. The winner will receive notification of the award and the prize, and his/her name will be announced in the next volume of The Pulse. Winning participants are ineligible to win again for the next 2 consecutive months.

                                                                           Ethics Mistakes

                                                                                                          Submitted by Ellen Lockwood, ACP, RP

When you realize you have made a mistake, or when a mistake you made is brought to your attention, you should take the following steps:
  • Admit your error to the supervising attorney and apologize, even if it was beyond your control. Be sure to take responsibility for your involvement in the situation, whether it was inadvertent, not taking time to double-check, relying on someone else who didn’t do something, etc. Do not blame others for your part in the situation.
  • When describing the error you shouldn’t leave out any important details, but don’t take more time than necessary to describe the error. You may always elaborate if asked. Don’t make excuses.
  • Offer suggestions on how to rectify mistake or minimize its impact. Making suggestions shows you have considered the situation and are willing to assist in rectifying it.
  • Follow the attorney’s instructions on what steps to take to deal with the mistake, even if the attorney does not take any of your suggestions, or asks someone else to handle the corrective steps.
TAPS 2018 - SCHOLARSHIP - Deadline is July 20, 2018
TAPS Scholarship -- Applications Due by July 20, 2018

SAVE THE DATE - TAPS 2018 - SEPTEMBER 26-28, 2018
TAPS Information Now Online


New 2017 ed.
Share your talents with your colleagues!
Each month, in our DID YOU KNOW... section, we strive to bring you useful tips and tricks contributed by paralegals like you, specifically for fellow paralegals.

The best tips and tricks are learned by practicing paralegalism. Please share your wealth of knowledge...send your comments, suggestions, and advice to us at e-newsletter@txpd.org, and you too can be featured in the Paralegal Pulse!

Thank you for your participation!

Did you know that ...

The new rules on electronic notarization go into effect in Texas on July 1, 2018. Get all the details at https://www.sos.state.tx.us/texreg/archive/May42018/Proposed%20Rules/1.ADMINISTRATION.html#26.   There will also be a speaker at Annual Meeting in June who will give a presentation on this topic. [submitted by Mona Tucker, PD President, TX]
If you have any suggestions or questions, feel free to email us anytime. We hope to hear from you soon! Our email address is e-newsletter@txpd.org.

Best regards,

Sheila D. Posey, TBLS-BCP
Chairman, PD E-Newsletter Ad Hoc Committee
Paralegal Division
State Bar of Texas

Paralegal Division Blog

Paralegal Pulse Archive