The legal community is, at times, either uninformed or ill-equipped for dealing with the unique needs of LGBTQ+ clientele. Rocky Dhir welcomes Liz Brenner to discuss her article in the February 2023 edition of the Texas Bar Journal and the evolving legal issues faced by those in the LGBTQ+ community. Liz explains the impacts of the 2015 Supreme Court decision in Obergefell v. Hodges, which required states to extend equal access to marriage to same-sex couples, and also dives into the specifics of estate planning and probate law for these couples and their families.
Elizabeth Brenner is an attorney with Burns Anderson Jury & Brenner in Austin, where she practices probate and trust litigation, probate administration, and guardianship law.

Estate Planning and Probate for Same-Sex Couples

The State Bar of Texas Podcast is a monthly show featuring news and discussions relevant to the legal profession, from the latest industry trends and caselaw to practice tips and State Bar programs. Host Rocky Dhir, attorney and CEO of Dallas-based Atlas Legal Research, invites thought leaders and innovators to share their insight and knowledge on what matters to practitioners.

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The State Bar of Texas Board of Directors approved the nominations of Denise Scofield, of Houston, and Santos Vargas, of San Antonio, as president-elect candidates at its meeting on September 30, 2023. Texas lawyers will vote for the president-elect and district directors from April 1 to April 30. The winner will serve as president-elect from June 2024 to June 2025 and as president from June 2025 to June 2026. For more information, go to texasbar.com/elections. 

[The content for this episode was recorded as a live webcast video on March 26, 2024, at the Texas Law Center in Austin, TX.]

State Bar of Texas 2024-25 President-elect Candidate Forum

Since its inception in 2017, the Committee on Disciplinary Rules and Referenda has been charged with the examination of Texas Disciplinary Rules of Professional Conduct and Rules of Disciplinary Procedure to determine rule adequacy and necessary changes. After extensive evaluation of existing rules, the committee proposed 12 new rules between 2021 and 2023 which Texas attorneys will now have the opportunity to vote on from April 1-30, 2024. 
Rocky Dhir talks with committee members Lewis Kinard (Chair), Judge Phyllis Martinez Gonzalez, and Scott Brumley, and former member Claude Ducloux about the proposed rules to help Texas legal professionals gain a better understanding of the purpose and implications of the suggested changes. For more information, including links to background information on each rule proposal, go to texasbar.com/rulesvote.

Rules Vote 2024: 12 Proposed Changes to the Texas Disciplinary Rules

Should our criminal courts exist to punish or reform those who have broken the law? Every case is unique, but in those involving mental health, a rehabilitative approach is often most beneficial. Rocky Dhir talks with Judge Brent Carr about his long years of service in the Tarrant County Mental Health Court, which had the overarching goal of improving outcomes for mentally ill people impacted by Texas’ justice system. They discuss the efforts of the Texas Judicial Commission on Mental Health, the Specialty Courts Advisory Counsel, and the programs that address mental health issues in many areas of the law, including cases involving sex trafficking, drug offenders, family law matters, veterans, and more.

Texas’ Mental Health Court Programs

The Texas legislature recently enacted the Texas Data Privacy and Security Act, which goes into effect on July 1, 2024. Lawyers have an urgent need to understand this new legislation and its coming impacts on their practice and clients. Rocky Dhir talks with Shawn Tuma, a widely recognized expert in cybersecurity and data privacy law, to help Texas attorneys understand the elements of this act and best practices in security for compliance with new regulations. 
Shawn Tuma is a partner at Spencer Fane LLP in Cyber Risk Management, Cyber Incident Response, and Cyber Security, Hacking and Data Breach Litigation.

Demystifying the Texas Data Privacy and Security Act

AI has been around for a very long time, but 2023 was its renaissance, with ChatGPT and other AI technologies suddenly speeding forward with exponential growth. Attorneys and paralegals should be focused on learning and adapting to this quickly evolving technology to ensure competence in a world where AI is taking greater precedence. Rocky Dhir talks with paralegal Megan Goor-Peters and attorney Joshua Weaver about responsible AI use and its current impacts in legal practice. They address common concerns and discuss the hopeful merging of human and AI elements for greater efficiency and success in the future of our justice system. 
 
Megan Goor-Peters is a senior paralegal and property manager at Brender Law Firm in Fort Worth. Goor-Peters is the current State Bar of Texas Paralegal Division liaison to the Texas Bar College and a member of the State Bar Task Force for Responsible AI in The Law.
 
Joshua Weaver is Director of the Texas Opportunity & Justice Incubator (TOJI), a flagship program of the State Bar of Texas focused on supporting attorneys as they build sustainable solo practices serving low-income and modest-income communities.

Estate Planning and Probate for Same-Sex Couples

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