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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, December 3, 2014 from 12 p.m. - 1 p.m. at the Belo.

Speaker - Tnai Mason, HR Manager, Munck Wilson Mandala LLP

Program -  “Employees & Alternatives to Employees."

MCLE - 1 Hour

For questions, contact Karen McCloud, kmccloud@karenmccloud.com or 214-651-6700.

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 (coming soon)


Attachment Size
1-understanding_social_securityalviar.ppt 3.19 MB
2-2013turning65-understandingmedicaresacarborough.ppt 2.76 MB
4-2013turning65-thenewhealthcaremarketplacescarborogh.ppt 3.07 MB
5-2013_turning_65-va__medicaid_cohen.ppt 104.6 KB
6-2013turning65--closingsellingthelawyerspractice-brill.pdf 331.6 KB
7-2013turning65-build_your_retirement_income_now_strategy-key_challenges_in_retirementcarroccio.ppt 11 MB
8-2013turning65-annuitycontractownership_chadwick.ppt 3.26 MB
9-2013turning65-longtermcareinsurancejohnson.ppt 1.18 MB
10-2013turning65_koffendeldercareresourcesyoudidnt_knowabout.ppt 719.2 KB
11-1-2011_Loser_Pays--Then_and_Now.pdf 1.01 MB
12-2013turning65--3rdpartycarefrompoas_to_complexguardianships_kelso.ppt 307 KB
13-2013turning65-coordinatingestateplanwitheldercareotherbenefitplanning_sampson.ppt 253.21 KB
h1-b_article_ltrhead2009.pdf 59.24 KB
media_savvy_litigation_in_the_internet_age2.handouts.ppt 2.74 MB
turning_65_flyer.pdf 90.4 KB
Turning65Flyer.jpg 84.63 KB
01-05-2011_Anatomy_of_a_Traffic_Wreck.pdf 12.01 MB
02-14-2011_Ethics_for_Solos_and_Small_Firms.pdf 464.39 KB
03-02-2011_Securing_a_TRO_handout.pdf 646.01 KB
04-06-2011_Choice_of_Entity_Paper.pdf 282.75 KB
04-06-2011_Choice_of_Entity_PowerPoint.pdf 5.4 MB
05-04-2011_Preparing_the_Witness_for_Testimony.ppt 1.21 MB
06-01-2011_12_Steps_to_Starting_a_Law_Firm.png 747.1 KB
07-06-2011_Tech_Savvy_Office_pt 1_Document_Management.pdf 2.66 MB
08-03-2011_Texas_Legislative_Update.pdf 2.55 MB
Turning_65_Agenda, List of Speakers_and_their_Topics.pdf 130.5 KB
Turning65_Preparing_for_Retirement--Jim_Davidson.ppt 4.08 MB
Turning65_Enacting_A_Retirement_Plan--Jim_Davidson.pdf 84.06 KB
Turning65_Retirement_Distribtution_Challenges_How_to_Live_on_Less_Make_It_Last--Holly_Carroccio.ppt 980.5 KB
Turning65_Handout_Articles--Holly_Carroccio_handouts.pdf 8.59 MB
Turning65_When_to_Take_Social_Security_Savvy_SS_Planning--Holly_Carroccio.pdf 704.75 KB
Turning65_Extended_IRA_&_Nonqualifed_Annuity_Strategies-Dee_Dee_Chadwick.ppt 14.01 MB
Turning65_Annuity_Contracts_Ownership_&_Terminology_Primer-Dee_Dee_Chadwick.ppt 3.04 MB
Turning65_Long_Term_Care_Insurance_ver_156c--Barry_Johnson.pdf 214.96 KB
Turning65_Dealing_with_Death_of_A_Solo_&_Closing_Your_Practice--Jimmy_Brill.pdf 298.92 KB
Turning65_Understanding_Medicare_cms_shortoverview--Melissa_Scarborough.ppt 838 KB
Turning65_Elder_Care_Resources--Mick_Koffend.pdf 19.75 KB
Turning65_Contracting_for_Long_Term_Care--Christian_Kelso.ppt 285 KB
Turning65_Pensions_and_Non-Probate_Assets;_Beneficiary_Designations--Dani_Smith.ppt 810 KB
Turning65_Sample_Beneficiary_Designations--Dani_Smith.doc 54.5 KB
Turning65_Intersection_between_Long_Term_Care_Medicaid__&_VA_Improved_Pension_Benefits--Mike_Cohen.pdf 401.73 KB
Turning65_Levels_of_3rd_Party_Care--Christian_Kelso.ppt 303.5 KB
Turning65_Estate_Planning_Strategies_that_Can_Conflict_with_Retirement_Planning--Diane_Reis.doc 63 KB
10-13-2011_Practical_Tips_for_Organizing_the_Small_Tech_Savvy_Law_Office, pt 2-handout.pdf 291.16 KB
10-13-2011_Practical_Tips_PowerPoint_Presentation.pdf 1.82 MB
12-7-2011_E-Filing_Tips.pdf 53.01 KB
january_4_2012_tips_for_appeals_3.ppt 633 KB
february_2012-what_every_attorney_needs_to_understand_about_business_valuation_and_why.pdf 760.4 KB
march_2012-the_ethical_lawyer-avoid_malpractice_and_honoring_the_practice_of_law.pdf 2.29 MB
april_2012-what_every_attorney_should_know_about_office_leases.pdf 44.3 KB
may_2012-how_to_close_the_deal-secrets_of_persuasion.pdf 3.08 MB
june_2012-a_lawyers_journey_using_social_media.pdf 179.08 KB
august_2012-what_every_attorney_needs_to_know_when_dealing_with_the_irs.pdf 545.93 KB
2012_civil_collaborative_law_flyer_program_presenters_registration_form.pdf 178.41 KB
september_2012-the_affordable_care_act.ppt 386.5 KB
october-transformational_it_future-proofing.pdf 447.03 KB
november_2012-estate_tax_planning-year_end_and_beyond_practical_knowledge_guidelines__forms.pdf 781.22 KB
11-2013turning65-beneficiary_designations_smith.ppt 181.77 KB
solo_small_firms_presentation.ppt 326.5 KB
sample_sep_to_cb_illustration_2013.pdf 99.91 KB
dallas_bar_solo__small_firms_insurance_workshop_oct_2013.ppt

 

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