
Fundamentals of Legal Assisting in Texas
WebinarAugust 20, 2025|8:30 am - 4:00 pm CDT6.5 Credit Hours
Credits
Paralegals
6.5 CLE Hours (Including 1.0 Ethics Hour)
NFPA - National Federation of Paralegal Associations
6.5 CLE Credits (5.5 General CLE Credits and 1.0 Ethics CLE Credit)
TBLS - Texas Board of Legal Specialization
Pending
Continuing Education Information
This webinar is open to the public and is designed to qualify for 6.5 CLE hours, including 1.0 ethics hour, for paralegals in Texas. Paralegal certification is not required to participate in this course.
This webinar has been approved by the National Federation of Paralegal Associations (NFPA) for 6.5 total CLE credits, which includes 5.5 general CLE credits and 1.0 ethics CLE credit.
This webinar has been submitted to the Texas Board of Legal Specialization (TBLS) for accreditation, which is currently pending. Visit this course listing at www.halfmoonseminars.org for updates on pending credits.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
*On-Demand Credits*
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.
Speakers
Kimberly McQuilliams, BS, EMT-LP
Medical Paralegal with Clark Hill PLCMs. McQuilliams has been a litigation defense paralegal/medical consultant for 29 yrs, specializing in medical malpractice, pharmaceutical, medical device, toxic tort and product liability. She has attended and managed 30-40 trials in Texas and Oklahoma. In addition to her paralegal background, she has been a Licensed Paramedic for 23 yrs. Ms. McQuilliams experience as a paramedic, including many years in the ER, allows her to assist attorneys and claim professionals with medical record review/analysis, witness/expert interviews, liability/damage determinations and medical research.
Aimee M. Pingenot Key
Attorney with Goranson Bain Ausley, in Dallas, TXMs. Pingenot Key exclusively practices family law. She has been selected for inclusion in Texas Monthly “Rising Stars” each year since 2006. Prior to practicing law, Ms. Pingenot Key was the program director of a supervised visitation facility for families in Austin as well as an elementary school teacher with the non-profit program, Teach for America. She received a B.A. degree in Psychology, with honors, an M.S. degree in Social Work, with honors, and a J.D. degree from the University of Texas at Austin. Ms. Pingenot Key is board certified in family law and speaks and writes frequently on issues in family law.
Brittany Posadas, MBA, TBLS-BCP
Germer Beaman & Brown PLLCMs. Posadas, MBA, TBLS-BCP is a Board-Certified Paralegal through the Texas Board of Legal Specialization with dual certifications in Civil Trial Law and Personal Injury Law and is an Instructor for the Paralegal Certificate Program through the Center for Professional Development at the University of Texas at Austin. She has been a paralegal for 15 years with experience in litigation in the areas of insurance defense, personal injury, construction defects, products liability, medical malpractice, physician license defense, and appellate matters. Throughout her career, Ms. Posadas has participated in multiple trials at all court levels from small claims/justice courts to state-level district court, and federal court trials. She serves as an Investigator for the Unauthorized Practice of Law Committee, District 9 provided by the Supreme Court of Texas, actively participates in quarterly pro bono clinics related to estate planning for the cancer community and has held multiple Board and Committee Chair positions with the Paralegal Division of the State Bar of Texas and local central Texas paralegal association, Capital Area Paralegal Association for the past 12 years. Previously, Ms. Posadas also served on education Advisory Boards with the University of Texas at Austin and Texas State University and served as a Guardian ad Litem for CASA of Travis County.
Jonathan E. Smaby
Retired as the Executive Director of the Texas Center for Legal Ethics in AustinMr. Smaby is retired as the Executive Director of the Texas Center for Legal Ethics in Austin, a position he has held since July 2009. The Center promotes the ethical practice of law by attorneys and educates the public regarding legal ethics and the justice system. Prior to being selected as Executive Director, Mr. Smaby practiced law in Dallas, where he was the managing shareholder of Roberts & Smaby, PC. He formerly served as Chair of the Consortium on Professionalism Initiatives for the American Bar Association and was a longtime member of the Advertising Review Committee of the State Bar of Texas. More recently, he served on the Succession Planning Workgroup for the State Bar of Texas that resulted in the creation of a webpage and forms by which attorneys can designate a custodian-attorney in advance in case of their disability or death. Mr. Smaby is the editor and prima author of the popular “Ethics Question of the Month” column in the Texas Bar Journal, which is the second most popular feature in the Journal per a recent reader survey. He is a frequent speaker, primarily on the topics of legal ethics, professionalism, behavioral ethics, and implicit bias. Mr. Smaby has spoken at events sponsored by the American Bar Association, the State Bar of Texas, the University of Texas Law School, the NAACP, and numerous local bar associations throughout Texas. He is a member of the College of the State Bar of Texas and a Life Fellow of the Texas Bar Foundation. Mr. Smaby is a graduate of the University of Minnesota and the University of Michigan Law School, and he is licensed to practice law in Texas and Minnesota.
Reagan E. Tremie
An associate attorney with Gray Reed in HoustonAs an associate, Ms. Tremie is dedicated to leveraging the knowledge and skills she acquired during her clerkship to provide compassionate and effective support to her clients, particularly those navigating the complexities of divorce and family law matters. She earned her law degree from the University of Houston Law Center, where she actively participated in various advocacy competitions and served as a student attorney in a highly complex criminal case. This experience not only honed her client interaction skills but also provided her with valuable insights into the lifecycle of legal cases, from initial client intake to final judgment. In addition to her legal education, Ms. Tremie brings a wealth of operational and upper-management experience from her previous career. This background equips her with a unique understanding of her clients’ business and financial needs, enabling her to identify practical solutions and pathways forward during challenging times while protecting what matters most to her clients.
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Texas Trust and Estate Practice for Paralegals
WebinarMay 19, 2025|8:30 am - 4:00 pm CDT6.5 Credit Hours
Credits
Paralegals
6.5 CLE Hours (Including 1.0 Ethics Hour)
NFPA - National Federation of Paralegal Associations
6.5 CLE Hours (Including 1.0 Ethics Hour)
TBLS - Texas Board of Legal Specialization
6.5 CLE Hours
Continuing Education Information
This webinar is open to the public and is designed to qualify for 6.5 CLE hours, including 1.0 ethics hour, for paralegals in Texas. Paralegal certification is not required to participate in this course.
The National Federation of Paralegal Associations (NFPA) has approved this course for 6.5 total CLE credits, which includes 5.5 general CLE credits and 1.0 ethics CLE credit.
The Texas Board of Legal Specialization has approved this webinar for 6.5 CLE credits toward the continuing legal education requirements for certification and recertification for paralegals in the specialty area of Estate Planning and Probate Law.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
*On-Demand Credits*
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.
Speakers
Grace An
Attorney with Heirloom LegalWith a robust legal career spanning across litigation in various legal areas, probate, estate planning, and in-house counsel roles, Ms. An offers a wealth of experience and practical expertise. She has previously represented numerous clients in high-stakes commercial disputes, personal injury cases, complex probate cases and estate planning matters, and she now focuses her practice in probate and estate planning. Ms. An received her J.D. degree in 2017 from the University of Houston Law Center. She also received her B.S. degree in Psychology, summa cum laude, from the University of Houston in 2011. She is a current member of the State Bar of Texas, the Houston Bar Association, and the Asian American Bar Association in Houston. She is admitted to practice before all Texas State Courts.
Andrea Barr
Attorney with Barr Law PLLCMs. Barr founded Barr Law, PLLC, after serving as managing attorney of RMO LLP’s Houston office for almost two years. After seeing how she could run a satellite office of another firm, she decided to venture out on her own and hang her shingle. As a seasoned litigator, her areas of practice include defending and prosecuting causes of action against fiduciaries in probate, trust, guardianship, and power of attorney proceedings. Ms. Barr also handles guardianship, probate, and trust administrations to stay abreast of any statutory changes and court requirements. As a part of this type of litigation, she has experience handling several commercial real estate transactions (including acreage), commercial and dram shop liability litigation, equitable and statutory bill of review proceedings, and appeals. Ms. Barr defends fiduciaries wrongfully accused but she also prosecutes fiduciaries who have abused their positions. Her extensive experience in discovery disputes, either defending privilege and objections to prevent production of certain documents and compelling documents, allows her to advise clients on the pitfalls of discovery. Ms. Barr earned her J.D. degree from the University of Houston Law Center.
Clifton J. Coufal
Founding member of Clifton Coufal Law FirmMr. Coufal is a Texas licensed attorney and his areas of practice are elder law, estate planning, and Medicaid planning. His goal in practicing law is to make complex legal challenges easier to understand and provide the support and education his clients need to relieve the financial and emotional stress associated with long-term care expenses. Mr. Coufal is a member of the National Academy of Elder Law Attorneys (NAELA). He is also a member of the Elder Counsel, a group of attorneys dedicated to the elder law practice. In addition, Mr. Coufal is a full member of the Texas Bar College, an honorary society of lawyers who are among the best trained attorneys in Texas. Members are qualified attorneys who are interested in both high ethical standards and improved training for all Texas attorneys. He has a J.D. degree and an LL.M. degree from the Duke University School of Law. He is also a graduate of Texas A&M University Mays Business School and Dallas Baptist University. He and his family are actively involved in church ministry in north Texas.
Alisa M. Hoggatt
Founding Attorney of Heirloom LegalMs. Hoggatt concentrates her practice in estate planning and probate law, business planning and tax law. Her practice includes estate planning, providing estate administration and probate services to executors, trustees, heirs and beneficiaries in matters involving probate, estates, and trusts, general business matters, formation and financing of business ventures, entity choice and formation considerations for business entities, asset protection, and tax planning for businesses and their owners. Ms. Hoggatt received her LL.M. degree in Taxation in 2012 and her J.D. degree in 2008, both from the University of Houston Law Center. She received a B.A. degree in Government from The University of Texas at Austin in 2005.
Amanda Pierson
Attorney with Heights Law GroupMs. Pierson’s main areas of practice are estate planning and probate. She realizes that a well-planned estate can mitigate a lot of the burdens families face when they lose someone they love. Ms. Pierson believes her clients deserve a plan that goes beyond the legal documents and ties up both legal and non-legal loose ends in order to give her clients’ families a path forward through their grief. She helps her clients create estate plans that do not just transfer assets. The wills and trusts she creates take a load off the survivors, prevent familial conflict, and protect future generations. Whether clients need a will, a trust, or a vehicle to protect their assets, Ms. Pierson can prepare a customized plan that will help them to achieve their goals. She enjoys counseling her clients on how to use their estate plan to protect their legacy and provide for loved ones in the event of death or incapacity. Ms. Pierson graduated with honors from the University of Texas School of Law.
Sarah Sibley
Ford + Bergner LLPMs. Sarah E. Sibley joined Ford + Bergner in 2024. Prior to joining the firm, Ms. Sibley was with the Office of Chief Counsel for the Texas Health and Human Services Commission where she primarily focused on guardianship law. Ms. Sibley has also represented mortgage lenders and servicers in mortgage-related litigation on both the plaintiff and defense side. Ms. Sibley has gained wide ranging experience in the areas of real estate, probate, mortgage litigation, and creditor bankruptcy over the course of her career. Ms. Sibley graduated with a B.S. degree from Texas A&M University in 1999 and received her Juris Doctorate from South Texas College of Law in 2002. She is a member of the State Bar of Texas and is licensed in the United States District Courts and the United States Bankruptcy Courts for the Northern, Eastern, Southern, and Western Districts of Texas. Ms. Sibley also has her guardianship certification from the State Bar of Texas.
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Texas Criminal Defense Practice for Paralegals
WebinarJuly 15, 20246.0 Credit Hours
Credits
Paralegals
6.0 CLE Hours (Including 1.0 Ethics Hour)
NFPA - National Federation of Paralegal Associations
6.0 CLE Credits (5.0 General CLE Credits, 1.0 Ethics CLE Credit)
TBLS - Texas Board of Legal Specialization
Pending
Continuing Education Credit Information
This webinar is open to the public and offers 6.5 CLE hours to paralegals and legal assistants in Texas.
This webinar has been pre-approved by the National Federation of Paralegal Associations (NFPA) for 5.0 general CLE credits and 1.0 ethics CLE credit for a total of 6.0 CLE credits.
This webinar has been submitted to the Texas Board of Legal Specialization for CLE accreditation which is currently pending. Please visit this course listing at www.halfmoonseminars.org for updates on pending credits.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.
Speakers
Patrick J. McLain
Founder of the Law Office of Patrick J. McLain, PLLC.Mr. McLain is a retired Marine Corps military judge, and has been in the practice of criminal and military law since 1990. His first jury trials were tried in the deserts of Saudi Arabia during operations Desert Shield and Desert Storm. Mr. McLain ended his Government service as a federal prosecutor in Dallas, serving in the child exploitation crimes, computer crimes, and general federal crimes sections. The Law Office of Patrick J. McLain, PLLC is headquartered in Dallas, Texas where he represents clients in state criminal cases in Texas and federal crime cases in courts throughout the United States. He has handled thousands of cases and provides aggressive and tenacious representation. Mr. McLain also has a separate military law practice with offices across the country. He earned his J.D. degree from the University if Texas School of Law.
Jeremy Rosenthal
Founding Partner of Rosenthal Kalabus & Therrian.Mr. Rosenthal is board-certified by the Texas Board of Legal Specialization in Criminal Law. He was a Collin County Prosecutor prior to founding Rosenthal Kalabus & Therrian. Mr. Rosenthal has tried over 200 jury cases – virtually all criminal. He has received Not Guilty verdicts at every level of State Court from first-degree felonies to serious misdemeanors. Mr. Rosenthal served on the Board of Directors for Texas Criminal Defense Lawyer’s Association (“TCDLA”), was two-time president of McKinney Bar Association, and is the current chairman of Collin County Bar Association’s Criminal Law Section. He is also a member of the Texas State Bar College. Mr. Rosenthal is currently the assistant editor for the Voice for the Defense publication. He frequently lectures on criminal defense topics including handling criminal emergencies and trial advocacy. He earned his J.D. degree from SMU Law School.
Greg Westfall
Partner with Cantey Hanger LLP.Mr. Westfall’s practice focuses on white-collar criminal defense and civil litigation. He has practiced criminal defense in Texas and nationally for 30 years, specializing in complex criminal litigation in State and Federal courts. Mr. Westfall has tried more than 100 criminal cases, many of them “high profile,” and handled more than 50 criminal appeals at all levels. In 2010, He added commercial litigation case work and has several civil trials and appeals among his experiences. Mr. Westfall has represented many individuals through federal investigations into, among others, alleged violations of EPA regulations, hiring undocumented aliens, health care fraud, antikickback and import/export violations, and government contractor fraud. He earned his J.D. degree, summa cum laude, from Texas Tech University.
Brian J. Willett
Principal of Willet LawMr. Willett is one of only two double board-certified attorneys in criminal and juvenile law in Tarrant County, and one of only 12 double board-certified attorneys in criminal and juvenile law in the State of Texas. He has the unique perspective of successfully defending cases in the Texas state criminal courts, federal immigration courts and Texas civil juvenile courts. Mr. Willett is the author of three editions of his criminal law book. Ignorance of the Law is No Excuse and is currently working on the Silver Edition of this book. He earned his B.S. Degree from the University of Iowa and his J.D. degree from Memphis State University School of Law.
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All About Trusts in Texas
WebinarJune 10, 20246.0 Credit Hours
Credits
Accountants
7.2 CPE Credits
NASBA - National Association of State Boards of Accountancy
7.2 CPE Credits
Attorneys
6.0 CLE Hours
TBLS - Texas Board of Legal Specialization
6.0 Hours – Estate Planning and Probate Law, and Tax Law
Continuing Education Credit Information
This webinar is open to the public and offers accountants 7.2 CPE credits (based on 50-minute hours) of intermediate-level group internet based CPE credits in the area of finance. Knowledge of trusts is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.
HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
HalfMoon Education will provide financial hardship assistance to accountants who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.
This webinar offers 6.0 CLE hours to Texas attorneys and paralegals; HalfMoon Education is an approved CLE provider for Texas attorneys (No. 8306).
This course has been approved by the Texas Board of Legal Specialization for 6.0 certification and recertification continuing legal education requirements for attorneys and paralegals in the following specialty fields: Estate Planning and Probate Law and Tax Law.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and does not qualify for the CPE credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.
Speakers
Joseph Collins
Associate in the Estate Planning Practice Group in the Dallas office of Haynes and Boone, LLP.Mr. Collins practice focuses on designing and implementing comprehensive estate plans and business succession techniques, while minimizing estate, gift, generation-skipping and income tax consequences; forming and administering family business entities; representing clients in probate matters; developing and implementing plans for protecting clients’ privacy; and advising clients on trust and estate administration matters. He earned his B.A. degree from the University of Georgia, his J.D. degree (editor-in-chief, International Trade Law Journal) from South Texas College of Law Houston, and his Master of Law, Taxation from New York University School of Law. Mr. Collins is admitted to practice in California and Texas.
Terry L. Garrett, CELA
Attorney with The Garrett Law Firm, PLLCMs. Garrett serves on the federal advocacy committee of the National Academy of Elder and Special Needs Law Attorneys (“NAELA”) and the board of the Texas chapter. NAELA attorneys envision a day when all older adults, people with disabilities, and their families have the legal, health, social and financial care they need to live their best lives. She is an Approved Guardianship Attorney and is appointed by Central Texas courts in heirship and guardianship proceedings. Ms. Garrett is a member of the Estate Planning Council of Central Texas.
Ms. Garrett handles pro bono cases for Volunteer Legal Services, the Austin Bar Association’s Cancer Clinic, Veterans’ Clinics and the Women’s Resource Fair. She also participates in UT Law School clinics and speaks on legal and financial planning for the Alzheimer’s Association. Mother of a child with special needs, over the years she has taught for the National Alliance for the Mentally Ill and volunteered for the Council on Adoptable Children, the AFS foreign exchange student program, Cornell Cares, Hands on Housing and as an officer of the Harmony PTO.
Namrita Notani
Associate Spencer FaneMs. Notani’s practice focuses on all aspects of helping clients develop effective and beneficial wills and testaments, trusts, powers of attorney, and other related estate planning documents. She prioritizes plans that minimize, defer, and eliminate taxes and ensure protection and disposition of all assets through easy-to-understand advice that gives clients a clear picture of their tax, trust, estate, and business succession plans. Additionally, Ms. Notani has had extensive training as a mediator and has successfully settled many business and family disputes in a manner that avoided excessive costs related to protracted and expensive litigation. She is also certified to serve as guardian ad litem in Texas. Ms. Notani earned a doctorate in dental medicine from Boston University’s Henry M. Goldman School of Dental Medicine and earned her Juris Doctor from the Mitchell Hamline School of Law.
Deborah J. Schmidt
Attorney at Farrow-Gillespie Heath Wilmoth LLPMs. Schmidt, attorney at Farrow-Gillespie Heath Wilmoth LLP, practices in probate, guardianship, and elder law, including administrations and litigation for probate, guardianship, and trusts. She is certified by the Texas State Bar to serve as an attorney ad litem and guardian ad litem for probate and guardianships. With trial experience in civil, family, and probate law, she works tirelessly to protect and serve families in Collin, Dallas, Hunt, Kaufman, and Tarrant, as well as surrounding counties. Ms. Schmidt previously owned DJS Mediation Services, a mediation practice with a focus on family law and probate matters, where she resolved high conflict family disputes; performed evaluations for adoptions and contested custody cases; and taught mediation courses for Collin County Community College District. She graduated from Texas A&M University with a B.S. in psychology and earned her M.A. in dispute resolution from Southern Methodist University. Ms. Schmidt was admitted to the Texas State Bar, in 2018, after graduating with the inaugural class at UNT Dallas College of Law. She is active in several alumni and service organizations, mentors law students, and assists at UNT Dallas College of Law as an adjunct professor for the Interviewing and Counseling, and Negotiation courses. Ms. Schmidt’s professional memberships include the Collin and Dallas Bar Associations; Collin, Dallas, and Texas Women Lawyers’ Associations; and the State Bar of Texas. She accepts every opportunity to volunteer with Attorneys Serving the Community, Dallas Volunteer Attorneys, the DBA Habitat Build, Legal Hospice of North Texas, and Rotary International.
Robert Thomson, J.D.
Senior Attorney at Kearney, McWilliams & Davis, PLLCMr. Thomson practices in estate planning, probate, and business transactions. He is an alumnus of the University of Louisiana-Monroe and received the Juris Doctor degree from South Texas College of Law-Houston in 2012. Mr. Thomson’s focused interests include estate planning for business owners and high net-worth individuals and families, complex probate matters, business structuring, and asset protection planning. During law school, He clerked in the legal department of a global Fortune 500 company, where he drafted the model LLC operating agreement for use in most of the company’s many wholly owned subsidiary LLCs. Additionally, during this time Mr. Thomson assisted with a multi-billion-dollar merger, as well as a multi-national tax reorganization. This experience led to a lifelong interest in the development and proper management of complex business entity structures. He has also served for many years in the Texas Army National Guard, including several overseas deployments. Mr. Thomson was awarded the Bronze Star Medal for his service in Afghanistan. He is licensed in Texas and in the United States District Court for the Southern District of Texas. Mr. Thomson is based in the Houston office of Kearney, McWilliams & Davis, PLLC.
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