Tulsa Lawyer Lawyer Magazine
October 2026 Octobe
Attorney Succession Planning
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A Message from the President
TULSA LAWYER
In this Issue
Billy Duncan 2026-2027 TCBA President
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Closing an 2NODKRPD /DZ 3UDFWLFH By Jim Calloway
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TCBA Sponsorships Available! See page 10 for details
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Investing in the Future Billy Duncan
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Santa Brings A Law Suit Join us for the Veterans Day Parade
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TCBA Meeting & Event Schedule
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“You only live once, but if you do it right, once is enough.” ~Mae West Tulsa Lawyer 1
A Message from the President
Billy Duncan Investing in the Future Last month, I wrote about the people who make the Tulsa County Bar Association special. Through our new Bar Stars feature, we're recognizing members who invest their time, talents, and energy into strengthening our profession and serving our community. That investment comes in many forms, and this month I've been thinking about another one: preparing for the future.
DWWRUQH\V WKLQN LQWHQWLRQDOO\ DERXW ZKDW D IXO¿OOLQJ OLIH after practice can look like. Whether you're just beginning your career, in the busiest years of practice, or considering retirement, our Association is here to support you every step of the way.
None of us likes to think about the unexpected, but succession planning is ultimately about serving our clients well. Whether an attorney plans to retire years from now, faces an unexpected illness, or simply wants the peace of mind that comes with being prepared, having a succession plan is one of the greatest professional responsibilities we FDQ IXO¿OO ,W SURWHFWV RXU FOLHQWV VXSSRUWV RXU IDPLOLHV and staff, and provides reassurance that the work we've dedicated our lives to will continue to be handled with care.
Please continue watching your TCBA emails for upcoming programs, volunteer opportunities, and events. My hope this \HDU LV WKDW HYHU\ PHPEHU ¿QGV DW OHDVW RQH QHZ ZD\ WR become involved. Whether it's attending a CLE, joining a committee, participating in a social event, or volunteering in our community, every step you take strengthens our Association.
Of course, professional success also depends on taking care of ourselves along the journey. That's why I'm especially excited about our upcoming wellness CLEs this fall. Our profession is incredibly rewarding, but it can also be demanding. Investing in our mental, physical, and emotional well-being allows us to better serve our clients, our families, and one another.
As CLE season gets underway, I also encourage you to stay engaged with everything happening at the TCBA. From As attorneys, we spend our careers helping clients prepare our Thunder game on October 6 to the Holiday Challenge, for life's uncertainties. We encourage them to have estate Santa Brings a Leisure and Lawsuit, and many other SODQV RUJDQL]H LPSRUWDQW GRFXPHQWV DQG PDNH GLI¿FXOW events throughout the coming months, there are countless decisions before they're absolutely necessary. Yet sometimes opportunities to connect with fellow members outside the we're not as intentional when it comes to planning for our courtroom. Those relationships often become one of the most valuable parts of bar membership. own practices.
This month, the TCBA is placing an emphasis on attorney succession planning by providing information and resources to help members designate another attorney to assist with their practice if the need ever arises. I encourage you to take advantage of these materials and have conversations that many of us tend to postpone. We hope you never need the plan you've created, but you'll be grateful to have it if the time ever comes. Preparing for the future is also what the TCBA strives to do every day. One of the things I appreciate most about our Association is that it offers opportunities for attorneys in every season of their careers. This month, our Leadership Academy begins another year of developing future leaders within our profession. At the same time, we're excited to KRVW 5HGH¿QLQJ 5HWLUHPHQW D SURJUDP GHVLJQHG WR KHOS
This month's challenge: Take one step toward preparing for the future. If you haven't created a succession plan for your practice, begin one. If you've already done that, attend a TCBA event this month and introduce yourself to someone you don't know. You never know when a new professional relationship may become a trusted colleague, mentor, or lifelong friend. Thank you for allowing me to serve as your President. I'm looking forward to another great month together.
Sincerely, Billy Duncan TCBA President, 2026–2027
The Bar Center will be
Oct 8 New Attorney Swearing-In,OKC
Nov 11 Veterans Day
Nov 25-27 Thanksgiving Holiday
Scan the QR code to view the TCBA CLE schedule online and register for any upcoming courses. Interested in presenting on a topic? Contact Tami Williams at tamiw@tulsabar.com
5HGH¿QLQJ 5HWLUHPHQW ,QWURGXFLQJ 'UHDP &KDSWHU Retirement can be exciting — full of possibility and freedom. But with an extra 2,000-plus hours a year VXGGHQO\ IUHH LW DOVR FRPHV ZLWK UHDO UHVSRQVLELOLW\ ¿QGLQJ PRWLYDWLRQ GLUHFWLRQ DQG IXO¿OOPHQW GXULQJ WKDW WLPH
but personally. Unlike traditional retirement planning courses, the program centers on mindset, purpose, and daily structure.
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Lawyers Helping Lawyers LHL hosts a monthly meeting led by a LHL Committee member. The small group discussions are intended to give group leaders and participants the opportunity to ask questions, provide support and share information with fellow bar members to improve their lives – professionally and personally.
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(TXLSSLQJ 2XU 1HZ /HDGHUV %RDUG 5HWUHDW at the Bar Center The TCBA is thrilled to welcome our newest board members! On Saturday, August 22, our incoming leaders gathered at the Bar Center for an engaging and productive New Member Board Retreat. The day focused on setting our members up for success, featuring KDQGV RQ WUDLQLQJ VHVVLRQV RQ 5REHUW¶V 5XOHV RI 2UGHU HI¿FLHQW meeting agendas, governance best practices, and our strategic goals for the upcoming term. Thank you to everyone who dedicated their Saturday to diving deep into board service. With this talented and prepared group at the helm, we are ready for an impactful year ahead!
Lynn Miller Law Day Book Club 2026 2FWREHU The Buffalo Hunter Hunter, Stephen Graham Jones &RQWDFW IURQWGHVN#WXOVDEDU FRP IRU PRUH LQIRUPDWLRQ
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&RPPXQLW\ &RUQHU TCBA Community Outreach Committee
Events, Opportunities and Success! 0DNLQJ D 'LIIHUHQFH 7RJHWKHU TCBF Volunteer Morning at Phoenix Rising TCBA volunteers recently spent a fantastic morning at Phoenix Rising Alternative School as part of the TCBF Community Outreach initiative. Rolling up our sleeves, our team tackled campus improvements, sprucing up spaces, and helping create a bright, welcoming environment for the school year. Days like this remind us of what we can accomplish when we come together to invest in our local youth and educational spaces. Community Outreach Committee Meetings Second Tuesdays RI WKH 0RQWK DW 1RRQ
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A massive thank you to everyone who gave their time and energy to support Phoenix Rising, and to our incredible volunteers for showing up and living our values.
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Scan the QR code to donate to Street Law!
10 Tulsa Lawyer
&ORVLQJ DQ 2NODKRPD /DZ 3UDFWLFH By Jim Calloway All Oklahoma lawyers in private practice at every stage of their careers are advised to read and follow the guidance of the OBA’s 3ODQQLQJ $KHDG *XLGH $WWRUQH\ 7UDQVLWLRQ 3ODQQLQJ LQ WKH (YHQW RI 'HDWK RU ,QFDSDFLW\. You may download your free copy by logging into MyOKBar and clicking the link to Attorney Transition Planning Guide. This detailed handbook includes useful forms for setting up an assisting attorney relationship to assist your client in the event of temporary or permanent inability to do so. $V QRWHG RQ SDJH RI WKH JXLGH ³,I \RXU RI¿FH LV LQ JRRG order, the Assisting Attorney will not have to charge more than a minimum of fees for closing the practice. Your law RI¿FH ZLOO WKHQ EH DQ DVVHW WKDW FDQ EH VROG DQG WKH SURFHHGV remitted to you or your estate. An organized law practice is a $ ODZ\HU¶V ¿QDO GXW\ WR WKH FOLHQWV LV RIWHQ DSSURSULDWHO\ valuable asset. In contrast, a disorganized practice requires a shutting down their law practice in a way that ensures clients’ large investment of time and money and is less marketable.” interests are protected, which may include providing clients 2%$ &/26,1* $ /$: 35$&7,&( 5(6285&(6 with appropriate departing advice and perhaps a referral to successor counsel. With proper advance planning, this can Your attention is directed to the OBA Management Assistance EH KDQGOHG PRUH HI¿FLHQWO\ Program’s new Closing a Law Practice Resources at www. okbar.org/map/cylp. This is a newly designed collection for The closing of a private law practice can be, as Dickens Oklahoma lawyers. OBA MAP has previously provided famously wrote, the best of times or the worst of times. It much of this information to Oklahoma lawyers and their may be the culmination of a multi-year planned winding representatives upon request. Now, this information is down of a practice to enter retirement or an emergency available for download on demand. There are more resources situation brought on by failing health or death. Accepting and checklists included there than included in this article. a new employment offer or a judicial appointment often PHDQV WKH ODZ RI¿FH QHHGV WR EH FRPSOHWHO\ VKXW GRZQ Planning Your Exit within a relatively short time. There are many details associated with retirement planning. Sadly, a lawyer’s unexpected death may cause others to have The primary concerns for a lawyer who wants to permanently to close the law practice, and without appropriate succession close their law practice include: planning, those others may not be well prepared. The family of many a solo practitioner has had to rely on the local 3URWHFWLQJ FOLHQWV IURP QHJDWLYH FRQVHTXHQFHV UHODWHG WR WKH ODZ\HU¶V UHWLUHPHQW Normally this is community of lawyers to assist them when a lawyer passes done through a combination of concluding as many away unexpectedly. RSHQ PDWWHUV DV SRVVLEOH DQG FORVLQJ WKRVH ¿OHV GXULQJ This article is designed to assist lawyers with shutting down the winding up of the lawyer’s practice. Sometimes it a law practice, whether it involves an individual lawyer means working with the client to transfer a matter to making a personal decision or a lawyer who has been hired successor counsel. Sometimes it may mean withdrawing to assist the family of a deceased lawyer. from a matter and documenting clearly that you have provided the client all information they need and are There are two available resources: one is for planning ahead, willing to cooperate with successor counsel when the and the other relates to the implementation of the closing client obtains successor counsel. process. 3URWHFWLQJ WKH ODZ\HU RU WKH ODZ\HU¶V HVWDWH IURP 2%$¶6 3/$11,1* $+($' *8,'( IXWXUH SURIHVVLRQDO OLDELOLW\ FODLPV DQG SURWHFWLQJ Advanced Planning and Properly Closing Client Matter FOLHQWV IURP D ORVV Since professional liability insurance )LOHV 0DNH WKH /DZ 2I¿FH &ORVLQJ 3URFHVV *R (DVLHU is typically sold on a “claims made” basis, once you no 12 Tulsa Lawyer
longer have professional liability insurance, you will be personally responsible for any claim made, even if it is based on conduct that occurred when you had coverage. Normally one protects against that risk by purchasing a tail policy (also known as extended reporting period) from one’s professional liability insurance carrier for a one-time fee. Then such claims will be covered by insurance. 3URWHFWLQJ \RXU ³KHLUV´ IURP XQQHFHVVDU\ DQ[LHW\ DQG IUXVWUDWLRQ While we wish you a long and happy retirement, when you close a law practice, it is important to make certain any future potential responsibilities can be handled even if you are not around to personally do so. Your legal heirs will have the rights and responsibility to handle your estate. But other “heirs” may be local lawyers who agree to pitch in and assist your family. You do not want their last memories of you to be “Why is everything such a mess?” or “Why aren’t there any written instructions?”
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A Basic Checklist for Closing a Practice • • •
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Determine a target closing date and a date to stop taking new engagements. ,QYHQWRU\ RSHQ FOLHQW ¿OHV WR GHWHUPLQH VWDWXV DQG actions to be taken. Discuss extended reporting or tail coverage with your professional liability carrier well in advance of your target date so you can understand your options and the cost. Inform your staff in person and in writing. Give a simple, truthful reason for the closure. Inform your clients in person if able, but certainly in writing. Complete all matters where that can be accomplished. For litigation matters that cannot be completed, discuss with the client their options to obtain new counsel and follow up that discussion in writing. You may need to assist your clients by requesting extensions of time and resetting of hearings when possible. If a client is obtaining new counsel, be certain an order allowing your withdrawal or a substitution of counsel is accomplished. Make certain the client has been advised in writing of impending statutes of limitations and all other deadlines. Notify former clients from recent years that you are closing your practice, reminding them of your ¿OH GHVWUXFWLRQ SROLF\ DQG OHWWLQJ WKHP NQRZ ZKHUH WKHLU ¿OHV ZLOO EH VWRUHG EHWZHHQ WKH FORVLQJ DQG WKH ultimate destruction date. Hopefully, you have already returned all original documents, such as original wills and contracts to former clients, along with any copies of documents
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WKH\ PLJKW QHHG DV D SDUW RI \RXU QRUPDO ¿OH FORVLQJ process. But if not, now is the time to do so. <RX OLNHO\ ZDQW WR REWDLQ D SRVW RI¿FH ER[ DQG QRWLI\ WKH SRVW RI¿FH WR IRUZDUG PDLO WR WKDW DGGUHVV DIWHU \RXU RI¿FH LV FORVHG &KHFN WKH ER[ ZHHNO\ DW ¿UVW and then monthly. Send change of address notices in response as warranted. Calendar when the mail forwarding expires as you may wish to renew it. Notify the OBA of new contact information soon after closure. Close your IOLTA trust account properly. A checklist for doing so is available from the Oklahoma Bar Foundation and the MAP resource page noted above. Inform other professionals of the closure, including FRXUW RI¿FLDOV DQG WKRVH ZKR KDYH SURYLGHG VHUYLFHV WR \RXU ¿UP ,I WLPH LV DQ LVVXH WKLV PD\ EH GRQH YLD postcards or email. Notify landlords, utilities and other vendors who provide services to you. It is a good idea to review incoming mail for several months in advance for those who should be added to this list. Appropriately cancel memberships, internet service and other subscriptions. 3UHSDUH ODVW WLPH UHFRUGV DQG VHQG RXW ¿QDO ELOOV 7KHVH VKRXOG DOVR LQFOXGH WKH SRVW RI¿FH ER[ address for those who may not remit timely. 3UHSDUH GLVSRVLWLRQ RI RI¿FH IXUQLWXUH DQG RWKHU RI¿FH SURSHUW\ &RPSXWHUV DQG KDUG GULYHV VKRXOG not be transferred to third parties unless you are FRQ¿GHQW LQ \RXU DELOLW\ WR SHUPDQHQWO\ HUDVH DOO data. Your phone number is a valuable asset and may be WUDQVIHUUHG RU VROG WR DQRWKHU ODZ ¿UP 7KLV DOORZV WKHP WR FRPPXQLFDWH WKDW WKLV RI¿FH KDV EHHQ FORVHG to those who were not informed and call the number. Law books are bulky and have little resale value, especially if not updated. Ask other lawyers in your community if there is a new lawyer who might appreciate them as a gift. $Q DQQRXQFHPHQW RQ \RXU ZHEVLWH DERXW WKH RI¿FH closure is appropriate at some point. (Note: if you allow the website domain name to expire simply by not paying the renewal fee, it can be bought by someone else. Due to recent examples of fraud, it may be advisable to continue renewing old domain names even after you have discontinued the website.) <RXU HPDLO FDQ EH FRQ¿JXUHG WR DXWRPDWLFDOO\ UHVSRQG ZLWK D PHVVDJH DERXW WKH RI¿FH FORVXUH and that should be left operational for some time. 6RPH VPDOO ¿UP ODZ\HUV PD\ GHFLGH WR NHHS WKH ³RI¿FH´ HPDLO DFFRXQW DV D SHUVRQDO HPDLO DFFRXQW Retirement may also be a good time to “start over” with a new email address. A Microsoft 365
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subscription may be a good, secure option then. Hopefully, you have already utilized a password manager that you will keep for personal use. If not, a list of passwords should be prepared and securely stored physically (e., not on a computer). If you practice in a smaller community that has a local newspaper, consider placing a notice of the FORVLQJ LQ LW 7KLV FRXOG EH EHQH¿FLDO WR VRPH IRUPHU clients. This can be considered when a lawyer unexpectedly dies. &DQFHO WKH ODZ ¿UP PHUFKDQW DFFRXQW XVHG IRU FUHGLW FDUG SURFHVVLQJ DORQJ ZLWK ODZ ¿UP FUHGLW FDUGV DV appropriate.
Obviously, this is not a comprehensive list, and the individual circumstances for each lawyer and law practice will vary. What About Your Law License? Broadly speaking, there are three ways for a lawyer to handle the lawyer’s license when retiring. The lawyer can resign. Then the individual no longer has the legal right to practice law in Oklahoma and has no professional obligation to comply with mandatory CLE requirements or pay bar association dues. They are also no longer a lawyer. Acceptance of a resignation is contingent on no pending disciplinary proceedings or grievances pending. However, if the lawyer changes their mind, a reinstatement hearing will be required to attempt to return to the practice of law in Oklahoma.
must have attained age 70 prior to Jan. 2. As stated at 5 O.S. Ch. 1, App. 1, Art. II, Sec. 2 (d), “An Active 0HPEHU UHTXHVWLQJ 5HWLUHG 0HPEHU FODVVL¿FDWLRQ PXVW have reached age seventy (70) prior to January 2nd of the \HDU KH RU VKH LV UHTXHVWLQJ WR EH UHFODVVL¿HG WR 5HWLUHG Status and relieved from paying dues.” Selling Your Law Practice A lawyer who is retiring and intending to either not practice law in the future or practice in a different area is allowed to sell their law practice to another Oklahoma lawyer. The method of doing so is outlined in Oklahoma Rules of Professional Conduct Rule 1.17. Sale Of Law Practice. Comment 1 to the rule reminds us that, “The practice of law is a profession, not merely a business. Clients are not commodities that can be purchased and sold at will. However, under the conditions and requirements set forth in this Rule, a practice or an area of practice may be sold.” 1.17 states, in part, that “[t]he signed written consent of each client whose representation is proposed to be transferred to a purchaser must be obtained.” Notice to clients about the proposed transfer is outlined in the rule, and consent by clients is presumed if the client does not object or take other action within 90 days of the notice date.
Often the situation of a lawyer retiring and attempting to transfer the practice to a successor involves a certain period of working together to acquaint clients with the purchasing lawyer. If space is available, then depending on the lawyer’s VSHFL¿F SODQV IRU UHWLUHPHQW D ODZ\HU ZKR KDV JRQH WR WKH RI¿FH GDLO\ IRU GHFDGHV PLJKW DSSUHFLDWH VRPH IUHH RI¿FH 7KH ODZ\HU FDQ PDLQWDLQ D ODZ OLFHQVH DQG FHDVH VSDFH IRU VRPH PRQWKV DQG WKH QHZ ODZ\HU FRXOG EHQH¿W SUDFWLFLQJ ODZ. Payment of dues to the OBA will from advice. If a lawyer is taking the bench, they can accept FRQWLQXH 7KH EHQH¿W RI WKLV DSSURDFK LV \RX FDQ HDVLO\ PRQWKO\ SD\PHQWV IURP WKH SXUFKDVHU EDVHG RQ D ¿[HG VDOHV change your mind if circumstances change. Filing an price but cannot receive payments that are based on future DI¿GDYLW ZLWK WKH 0&/( &RPPLVVLRQ WKDW RQH GLG QRW fees. practice law for the entire year relieves the lawyer of MCLE obligations, as does being a nonresident of the Working Part Time After Retirement? state for the entire year while not practicing law in Oklahoma. But be aware of the “December surprise.” Many lawyers consider working part time after retirement. We have talked with lawyers who did not practice law for This may be because some additional earned income in almost a year and then made a small claims appearance retirement is desired or just to combat boredom in retirement. or did some minor work for someone in December, :RUNLQJ IRU DQRWKHU ¿UP RU FRPSDQ\ SDUW WLPH PHDQV WKH which meant they had to satisfy MCLE requirements on employer deals with professional liability insurance, paying short notice. for overhead and the like. Resigning that employment is usually like leaving any other job, although a rare situation 7KH ODZ\HU FDQ WDNH 5HWLUHG /DZ\HU VWDWXV. Lawyers where a client would be negatively impacted could implicate 70 years of age and older can take retired lawyer status our ethical rules. that means they no longer have to pay dues and satisfy other bar obligations. But they also cannot practice A solo practitioner who wants to slow down but “still practice law. Retired lawyer is a convenient explanation when some law” is a plan that sounds simple in theory but is more people request advice in the future. It acknowledges the GLI¿FXOW WR H[HFXWH ZHOO LQ SUDFWLFH lawyer’s career and also explains why they cannot offer legal advice. See www.okbar.org/governance for more Slowing down often means ending the biggest overhead details and the form to request the status. The member expense – support staff. The lawyer who has worked with
support staff assisting them over their career may misjudge the challenges of keeping a calendar, preparing billing statements and meeting appropriate deadlines without assistance. As the lawyer ages, this can become more challenging. It can be YHU\ GLI¿FXOW WR SUDFWLFH ODZ ³SDUW WLPH ´ 7DNLQJ UHWDLQHUV RQ several new matters may make for a great week. But soon, the VHPL UHWLUHG ODZ\HU PD\ ¿QG WKHLU VFKHGXOH LV QHDUO\ DV EXV\ as before they retired but with much less net income. The part-timer will likely have to pay nearly the same premium for professional liability insurance as if they were fully employed. They will also have to maintain their trust account. The lawyer will need a business-class computer, together with all the software, maintenance, internet access, need for tech support and other things that operating a businessclass computer entails. Likely a printer and a business phone line will be required. MCLE requirements remain. Someone PXVW EH DYDLODEOH WR VLJQ IRU FHUWL¿HG PDLO LQ \RXU DEVHQFH Will you have someone answering the phone for you or an answering service (or machine)? Will you still maintain your ODZ ¿UP ZHEVLWH" &ORVLQJ D SK\VLFDO EXVLQHVV ORFDWLRQ FDQ DOVR GUDPDWLFDOO\ LPSDFW WKH ÀRZ RI SRWHQWLDO QHZ FOLHQWV Lawyers who have not had support staff, particularly those who have made use of cloud-based practice management tools, are often better positioned to realistically judge what slowing down means for them. If staying occupied is the goal, one might be better served by volunteering for Legal Aid Services of Oklahoma or another
QRQSUR¿W ZKHUH VXSSRUW VWDII KHOS ZRXOG EH SURYLGHG DQG that entity would pay for professional liability insurance and overhead. If additional income in retirement is the main goal, then FXOWLYDWLQJ DQ ³RI FRXQVHO´ UHODWLRQVKLS ZLWK D ODZ ¿UP FDQ EH a better option. The lawyer might continue to work for certain clients with the understanding that they are transitioning WR EHFRPLQJ D FOLHQW RI WKH ¿UP RU D ODZ ¿UP PLJKW QHHG KHOS ZLWK WKHLU RZQ ³RYHUÀRZ´ ZRUN ZLWK FRPSHQVDWLRQ RQ an agreed basis. Then your primary business record-keeping REOLJDWLRQ LV QRW ORVLQJ WKH RU : WKH ¿UP SURYLGHV \RX Providing limited scope legal services under District Court Rule 33 is another viable option today. OBA MAP has a limited scope legal services page at www.okbar.org/map/ lss. The lawyer with extensive family law experience might enjoy referring the family law feuds elsewhere and limiting the practice to preparing agreed dissolutions and custody agreements and perhaps even occasionally going down to the “waiver docket” to have an agreed order entered. For this type RI SUDFWLFH WR JHQHUDWH VLJQL¿FDQW LQFRPH RQOLQH PDUNHWLQJ will be required. Closed Files &ORVLQJ D ODZ SUDFWLFH PHDQV FORVLQJ ¿OHV +RZ VLPSOH RU challenging this process is will be greatly impacted by how ZHOO WKH ODZ\HU RU ¿UP KDV FORVHG FOLHQW ¿OHV GXULQJ WKHLU practice.
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6RPH ODZ ¿UPV KDYH H[HPSODU\ ¿OH FORVLQJ SURFHGXUHV which involve much more than putting paper-based client ¿OHV LQ ER[HV DQG ODEHOLQJ WKHP E\ \HDU 7KH ODZ ¿UP¶V JRDO VKRXOG EH WKDW RQFH D ¿OH LV FORVHG LW QHHG QHYHU EH opened again – unless it is needed by the client in the future, KRSHIXOO\ IRU D UHODWHG QHZ HQJDJHPHQW 7KRVH ¿UPV¶ FOLHQWV received back any original documents, copies of all relevant documents they might need and were reminded of the ODZ ¿UP¶V ¿OH GHVWUXFWLRQ GDWH DV D SDUW RI WKH ¿OH FORVLQJ process. File destruction policies had also been covered in the engagement agreement.
&21&/86,21 There is much to do to properly close a busy law practice. Hopefully, these resources will serve as a starting point for those undertaking this journey. Should you have additional questions concerning this subject, feel free to contact me or Practice Management Advisor Julie Bays, who can be reached at julieb@okbar.org. $XWKRU¶V 1RWH 7KH DXWKRU DSSUHFLDWHV WKH FRQWULEXWLRQV RI 2%$ *HQHUDO &RXQVHO *LQD +HQGU\[ DQG (WKLFV &RXQVHO 5LFKDUG 6WHYHQV LQ UHYLHZLQJ WKLV DUWLFOH SULRU WR SXEOLFDWLRQ
&ORVHG ¿OHV FDQ EH VFDQQHG DQG VWRUHG GLJLWDOO\ WR VDYH RQ Mr. Calloway is OBA Management Assistance Program FORVHG ¿OH VWRUDJH FRVWV DV ORQJ DV SURSHU GDWD VHFXULW\ DQG director. Need a quick answer to a tech problem or help backup procedures are followed. solving a management dilemma? Contact him at 405-416Note that it is best to keep retainer agreements (where the MLPF#RNEDU RUJ RU ¿QG PRUH WLSV DW FOLHQW VLJQHG RII RQ WKH ¿OH GHVWUXFWLRQ SROLF\ UHFHLSWV IURP ZZZ RNEDU RUJ PDS ,W¶V D IUHH PHPEHU EHQH¿W FOLHQWV ZKR SLFNHG XS D FRS\ RI WKHLU ¿OH DQG D OLVW RI DOO 2ULJLQDOO\ SXEOLVKHG LQ WKH 2NODKRPD %DU -RXUQDO ² 0D\ GHVWUR\HG ¿OHV IRU DQ H[WHQGHG SHULRG SHUKDSV SHUPDQHQWO\ ² 9RO 1R DIWHU WKH ¿OHV DUH GHVWUR\HG 7KH ODZ ¿UP VKRXOG KDYH DOUHDG\ HVWDEOLVKHG D FOLHQW ¿OH GHVWUXFWLRQ SROLF\ 7KH DWWRUQH\¶V FOLHQW ¿OH KDV WZR JHQHUDO purposes after a matter is concluded: 1) Retain for the client the records of a recently closed matter should the client need them and 2) to preserve documentation of attorneys properly handling the matter should there be a grievance or other claim ¿OHG DJDLQVW WKH ODZ\HU 7KH ¿UVW JRDO PD\ EH DFFRPSOLVKHG E\ JLYLQJ WKH FOLHQW D FRPSOHWH FRS\ RI WKH ¿OH DQG REWDLQLQJ a receipt that the client has received it. The Oklahoma Rules RI 3URIHVVLRQDO &RQGXFW GR QRW UHTXLUH D ¿OH EH UHWDLQHG IRU a stated period of time. However, the rules do require that UHFRUGV UHODWHG WR WUXVW DFFRXQWLQJ EH UHWDLQHG IRU DW OHDVW ¿YH years. As a practical matter, a lot of information in the client ¿OH LQYROYHV WUXVW DFFRXQW H[SHQGLWXUHV 6R PDQ\ ODZ\HUV GHWHUPLQH WKH\ ZLOO UHWDLQ WKHLU FORVHG ¿OHV IRU D ¿YH \HDU period after closing or longer. But pay attention to some types of matters, such as a friendly suit involving a minor SODLQWLII ZKHUH D ORQJHU ¿OH GHVWUXFWLRQ SHULRG VKRXOG EH VHW
October is National Estate Planning Awareness Month! It is the perfect time to remind clients about securing their legacy—but don't forget to protect your own. As an attorney, a comprehensive estate plan includes a strategy for your law ÀUP V IXWXUH )OLS EDFN WR SDJH WR UHDG our featured article on the critical steps for successfully closing or transitioning a legal practice. 16 Tulsa Lawyer
Reprinted with permission from the Oklahoma Bar Journal, Vol. 92, No. 5. Copyright 2021. Published by the Oklahoma Bar Association.
Jim Calloway has retired as OBA Management Assistance Program director. Julie Bays now serves in that role. Need practice management advice? Contact Ms. Bays at 405-416-7031, 800-522-8060 or julieb@okbar.org. ,W¶V D IUHH PHPEHU EHQH¿W IRU DOO OBA members.
bar star +LJKOLJKWLQJ PHPEHUV DQG FRPPLWWHHV ZKR DUH PDNLQJ D PHDQLQJIXO GLIIHUHQFH through service, leadership, mentorship, and community involvement.
Shena Burgess
6KHQD %XUJHVV H[HPSOL¿HV the spirit of service that strengthens both our profession and our community. She generously volunteers her time to mentor young attorneys and law students, helping guide the next generation of legal professionals with encouragement, wisdom, and practical experience. She has also dedicated her time to the Street Law program, educating students about the law and inspiring future careers in the legal profession. She just enthusiastically gives her time freely and not only shows up, but shows up with the intention to be great while she's
involved and leads wholeheartedly. Her involvement in succession planning is another example. In addition to her mentorship, Shena regularly moderates judicial candidate forums, helping foster thoughtful, LQIRUPDWLYH GLVFXVVLRQV WKDW EHQH¿W both the legal community and the public. Whether she's teaching, mentoring, or volunteering behind the scenes, she consistently gives her time with enthusiasm and without seeking recognition. Her commitment to serving others makes her a true Bar Star.
Tulsa Lawyer 17
3ULRULWL]LQJ :HOO %HLQJ 7&%$ V 8SFRPLQJ Wellness CLE Series In the demanding practice of law, professional competence is inextricably linked to personal well-being. Recognizing that physical health, mental resilience, and adequate rest are foundational to ethical and effective representation, the TCBA has scheduled an essential series of wellness CLE programs for our members. Each course in this upcoming OLQHXS TXDOL¿HV IRU HWKLFV FUHGLW WKURXJK WKH 2.0&/( Scan the QR code below to register.
# 1RRQ 6OHHS 'HSULYDWLRQ )DWLJXH DQG )LWQHVV for Duty 3UHVHQWHUV John Lieber, JD, RN, and Rick Cohen, MD
Fatigue in the legal profession is more than just a matter of personal comfort; it is a critical professional responsibility issue. Chronic sleep deprivation impairs cognitive function, decision-making, and ethical judgment. This seminar tackles the physiological and ethical dimensions of lawyer fatigue. # 1RRQ $FWLYH $GYRFDF\ ,QFRUSRUDWLQJ 2I¿FH By examining the science of sleep and its direct correlation to professional performance, this session provides vital ([HUFLVHV DQG 0RELOLW\ LQWR WKH 'DLO\ /HJDO *ULQG 3UHVHQWHUV John Lieber, JD, RN, and Lily Vincent, Physical insights into recognizing burnout, managing fatigue, and XSKROGLQJ WKH HWKLFDO GXW\ WR UHPDLQ ¿W IRU GXW\ Therapist · Long hours spent at a desk, reviewing briefs, and managing # 1RRQ +DELWV RI +DSS\ +HDOWK\ $WWRUQH\V a demanding caseload often take a heavy physical toll on 3UHVHQWHU John Lieber, JD, RN legal professionals. This session bridges the gap between sedentary practice and physical vitality. Attendees will 6XVWDLQLQJ D ORQJ DQG IXO¿OOLQJ FDUHHU LQ ODZ UHTXLUHV learn practical, accessible strategies to intentional cultivation of mental health and positive integrate movement, stretching, and daily habits. This session focuses on the behavioral and ergonomic adjustments directly into a psychological patterns that separate thriving attorneys from EXV\ ZRUNGD\ 'HVLJQHG VSHFL¿FDOO\ IRU those experiencing chronic distress, and explores actionable RI¿FH HQYLURQPHQWV WKLV SURJUDP KHOSV habits to build resilience, cultivate contentment, and reduce the physical strains common PDLQWDLQ SURIHVVLRQDO ORQJHYLW\ ZLWKRXW VDFUL¿FLQJ SHUVRQDO to legal practice, protecting long-term well-being. · mobility and focus.
Tulsa Lawyer 19
Graves McLain Injury Lawyers is looking for an Associate Attorney to join our team! We are a high volume SHUVRQDO LQMXU\ ÀUP SURYLGLQJ DJJUHVVLYH advocacy and counsel for the legal rights of injured persons. A candidate should be able to handle the demands of fast pace pre-suit and litigation dockets, including but not limited to third party/ ÀUVW SDUW\ LQVXUDQFH FODLP KDQGOLQJ DQG negotiations, medical and legal research and analysis, drafting legal documents, depositions, etc. ([SHULHQFH LQ SODLQWLII·V SHUVRQDO injury, workers compensation, civil litigation, and insurance defense preferred but not required. Training and mentorship provided. Competitive salary commensurate with experience, SOXV DGGLWLRQDO EHQHÀWV ,I \RX ZDQW WR MRLQ D ODZ ÀUP GULYHQ E\ VHUYLFH WR ERWK our clients and our community this is the SODFH IRU \RX ,QWHUHVWHG FDQGLGDWHV should send their resume to Managing Partner Rachel Gusman at rachel@ gravesmclain.com
Tulsa Lawyer 21
Grapevine News Trial lawyer Trent Siever, a 2025 honors graduate of the University of Tulsa &ROOHJH RI /DZ KDV MRLQHG WKH 7XOVD RI¿FH of McAfee & Taft after serving one year as a law clerk to the Honorable Gregory K. Frizzell of the U.S. District Court for the Northern District of Oklahoma. His practice encompasses the areas of complex business and commercial disputes, class actions, the defense of manufacturers and distributors in product liability lawsuits, and other tort litigation.
of Governor J. Kevin Stitt; and Chris Thrutchley, former assistant attorney general and civil rights enforcement chief. A graduate of The University of Tulsa College of Law, Joel-lyn brings to GableGotwals more than two decades of courtroom, investigative, and leadership experience, along with a deep commitment to strong advocacy, mentorship, and service.
Nine 3UD\ :DONHU attorneys were recognized in the HGLWLRQ RI 7KH %HVW /DZ\HUV LQ $PHULFD UHÀHFWLQJ SHHU UHFRJQL]HG H[FHOOHQFH DFURVV WKH ¿UP V GLYHUVH DUHDV RI practice. In addition, two attorneys were recognized as Best *DEOH*RWZDOV is pleased to Lawyers: Ones to Watch® for lawyers in private practice for announce that -RHO O\Q $ 5 to 9 years. In addition to practice area recognition, Crane was 0F&RUPLFN has joined the Firm as a named the Best Lawyers® 2027 Securities / Capital Markets Shareholder in its litigation practice Law "Lawyer of the Year" in Tulsa, which is awarded to one following a distinguished career in public service, including 17 years as an Assistant lawyer in each practice area and metropolitan region based United States Attorney in the U.S. on the highest aggregate peer feedback. He has received $WWRUQH\¶V 2I¿FH IRU WKH 1RUWKHUQ “Lawyer of the Year” honors in 2014 (Securities/Capital Markets Law), 2022 (Corporate Law), 2023 (both in Mergers District of Oklahoma. During her tenure as a federal prosecutor, Joel- and Acquisitions Law and Business Organizations Law), and lyn served in leadership roles including Deputy Criminal in 2026 (Business Organizations). & %UHWWRQ &UDQH -U and Paul Hood were both Chief, Senior Litigation Counsel, and lead attorney for the Organized Crime and Drug Enforcement Task Force. Joel- recognized for Best Lawyers: Ones to Watch® which lyn handled complex federal investigations, jury trials, and recognizes lawyers earlier in their careers for outstanding appellate matters involving white-collar crime, transnational professional excellence. Crane Jr. has been recognized in this organized crime, environmental enforcement, and national category since 2022. security. 7KH %HVW /DZ\HUV LQ $PHULFD +RQRUHHV DW 3UD\ :DONHU %HIRUH MRLQLQJ WKH 8 6 $WWRUQH\¶V 2I¿FH -RHO O\Q • 6WHYH %XWWHU¿HOG (Recognized in Best Lawyers® since VHUYHG ZLWK WKH 2NODKRPD $WWRUQH\ *HQHUDO¶V 2I¿FH DV 2023) - Energy Law Director of the Multi-County Grand Jury Unit. Her work • & %UHWWRQ &UDQH (Recognized in Best Lawyers® since has earned numerous honors, including two FBI Director’s 2010) - Business Organizations (including LLCs and Awards and recognition as the Northern District of Oklahoma Partnerships), Corporate Law, Mergers and Acquisitions Attorney of the Year. Law, Securities / Capital Markets Law “I knew my next chapter needed to be somewhere • .HYLQ 3 'R\OH (Recognized in Best Lawyers® since 2008 that matched both the excellence I have always demanded - Employment Law - Management , Labor Law of myself and the values that have guided my career,” said Management, Litigation - Labor and Employment Joel-lyn. “GableGotwals stood out to me because of its • :LOOLDP / (DJOHWRQ ,9 (Recognized in Best Lawyers® exceptional lawyers, its reputation for integrity, and its since 2010) - Commercial Finance Law, Commercial deep commitment to clients and the community.” Joel-lyn Transactions / UCC Law, Corporate Law, Mergers and joins a government relations and litigation practice with Acquisitions Law, Real Estate Law extensive federal experience. The team includes two former • :LOOLDP -RQHV (Recognized in Best Lawyers® since 3UHVLGHQWLDOO\ DSSRLQWHG DQG 6HQDWH FRQ¿UPHG 8QLWHG 6WDWHV 2025) - Banking and Finance Law Attorneys, Robert McCampbell and Trent Shores; along • 'RQDOG 6 6PLWK (Recognized in Best Lawyers® since with Hillary Stuart, former Assistant United States Attorney 2007) - Energy Law, Natural Resources Law, Oil and in the Western District of Washington; Rick Cella, former Gas Law federal prosecutor in the Northern District of Oklahoma and • 5DQGDOO * 9DXJKDQ (Recognized in Best Lawyers® former Senior Litigation Counsel at FINRA; David Herber, since 2007) - Commercial Litigation IRUPHU 'HSXW\ *HQHUDO &RXQVHO LQ WKH ([HFXWLYH 2I¿FH
• : %ODQG :LOOLDPVRQ -U (Recognized in Best Lawyers® since 1983) - Natural Resources Law, Oil and Gas Law • 5REHUW - :LQWHU (Recognized in Best Lawyers® since 2013) - Commercial Litigation, Litigation - Labor and Employment, Litigation - Real Estate, Litigation Trusts and Estates, Mass Tort Litigation / Class Actions - Defendants, Product Liability Litigation – Defendants %HVW /DZ\HUV ³2QHV WR :DWFK´ • & %UHWWRQ &UDQH -U (recognized since 2022) Banking and Finance Law, Closely Held Companies and Family Businesses Law, Corporate Law, Mergers and Acquisitions Law, Tax Law • Paul Hood (Recognized since 2027) - Litigation-Labor and Employment Law *DEOH*RWZDOV is pleased to announce that .DWKHULQH +LPD\D /HZLV KDV MRLQHG WKH 7XOVD RI¿FH DV D litigation associate. Katherine will focus on commercial litigation, researching complex legal issues and conducting analysis, drafting motions and briefs, and providing trial support. Prior to joining the Firm, she served as a Staff Attorney with Legal Aid Services of Oklahoma and also gained experience as a Law Clerk with Texas RioGrande Legal Aid’s Family Defense Project and as a Student Attorney Ad Litem in the University of Texas School of Law’s Children’s Rights Clinic. In addition, Katherine was a Judicial Intern for the Honorable Aurora Martinez Jones of the 126th Civil District Court in Travis County, Texas. “We are excited to welcome Katherine to the Firm,” said Trent Shores, Managing Shareholder of GableGotwals’ 7XOVD RI¿FH ³+HU H[SHULHQFH DQG GHGLFDWLRQ LQ SURYLGLQJ legal aid to low-income individuals, families, seniors, and veterans, as well as helping children and aiding women in UHFRYHU\ VWURQJO\ UHÀHFWV RXU )LUP¶V YDOXHV RI VXSSRUW DQG collaboration.” Katherine earned her J.D. from The University of Texas School of Law and her B.S. in Business Entrepreneurship at Liberty University.
Share your news! Send Grapevine announcements to tulsabarnews@yahoo.com
5KLDQQRQ . 7KRUHVRQ, founder of Rhiannon Thoreson Law, PLLC, and of counsel with Mitchell Legal PLLC, will release her debut memoir, My %HDXW\ IURP $VKHV (QGXULQJ WKH )LUH Becoming the Light, on October 15th. The book traces her path from surviving a violent crime as a TU student to eventually building a practice dedicated to representing survivors and advancing victims' constitutional rights. Thoreson, a TEDx speaker, who also trains attorneys and advocates on trauma-informed practice, serves the TCBA as co-chair of the Publications Committee and chair of the Mentor/Mentee Committee. The memoir will be available on Amazon and Barnes & Noble.
In Memory of... 1RHO 6FRWW -RKQVRQ 1RHO ³6FRWW´ -RKQVRQ 60, of Tulsa, passed away peacefully on August 23, 2026. A lifelong Tulsan, Scott graduated from Oklahoma State University in 1988 and earned his law degree with honors from the University of Tulsa College of Law in 1992. For over three decades, Scott was a respected family law attorney and the founder of Johnson & McCord. He approached his career with profound compassion, guiding families through their PRVW GLI¿FXOW PRPHQWV Beyond the courtroom, Scott was a devoted horseman who found his greatest joy on his Chelsea farm, surrounded by the animals he loved. He was deeply dedicated to his family, known for his generosity— especially through their holiday Angel Tree traditions— and his unwavering loyalty to friends. $ WUXH ¿JKWHU 6FRWW SUHYLRXVO\ VXUYLYHG KHDG DQG neck cancer and a kidney transplant. When cancer returned, he endured four additional rounds of chemotherapy, ¿JKWLQJ ¿HUFHO\ QRW MXVW IRU WLPH EXW IRU PRUH OLIH ZLWK those he loved. Scott is survived by his brother, Aaron Johnson (Tina); sister, Melanie Jones (Tyler); best friend, Debbie 1REOHV ¿YH QLHFHV DQG D QHSKHZ DQG JUHDW QLHFHV DQG great-nephews. He was preceded in death by his parents, Loyd and Janice Johnson. His legacy lives through the family he cherished, the people he helped, and the countless lives he brightened with his remarkable spirit. Tulsa Lawyer 23
CLASSIFIED ADS
*/$'' 0$*8,5( $//(1 %52:1 :$.(0$1 is seeking an associate attorney with ]HUR WR ¿YH \HDUV RI H[SHULHQFH ZKR LV SUR¿FLHQW LQ research and writing. Gladd, Maguire, Allen, Brown :DNHPDQ LV SULPDULO\ D GHIHQVH OLWLJDWLRQ ¿UP focusing on general civil trial and appellate practice, insurance defense, civil rights, general negligence, manufacturers’ products liability, medical and legal malpractice, and Native American law. Compensation DQG EHQH¿WV SDFNDJH ZLOO EH FRPPHQVXUDWH ZLWK WKH applicant’s experience. Applicants should submit a resume, writing sample and transcript to Carol J. Allen at callen@abg-oklaw.com. 2)),&( 68,7( )25 /($6( _ 78/6$ 2. 2504 E 21st St, Suite B, near Utica Square. Immediate RFFXSDQF\ SULYDWH RI¿FHV ODUJH FRQIHUHQFH URRP PRQWK IXUQLVKHG RU PRQWK XQIXUQLVKHG Call Laurie at 918-231-8547 to schedule a showing.
Jon Starr 0HGLDWRU DQG $UELWUDWRU Contact DRC for scheduling The Law Firm of *ODGG 0DJXLUH $OOHQ %URZQ :DNHPDQ is currently seeking an associate attorney with experience in litigation, bad faith is a plus. The associate in this position will be responsible for court appearances, depositions, performing discovery, interviews and trials LQ DFWLYH FDVHV ¿OHG LQ WKH 2NODKRPD (DVWHUQ 1RUWKHUQ and Western Federal District Courts and Oklahoma Courts statewide. Gladd, Maguire, Allen, Brown & Wakeman is SULPDULO\ D GHIHQVH OLWLJDWLRQ ¿UP IRFXVLQJ RQ JHQHUDO FLYLO trial and appellate practice, insurance defense, medical and legal malpractice, and Native American law. Salary is commensurate with experience. Please provide your resume, references and a cover letter including salary requirements to callen@abg-oklaw.com
6XSSRUWLQg Your Foundation & Fellows The Foundation owns the Bar Center and the adjacent building. The rentals from those two buildings help maintain them. However, as a general rule, the Foundation raises funds through community fundraising events. The funds raised are immediately distributed to the community WKURXJK QRQSUR¿W RUJDQL]DWLRQV 7R VXSSRUW the Foundation's efforts, we have introduced a monthly "Fund the Foundation" program to raise funds for the Foundation's general fund. Scan the QR code to make a donation.
24 Tulsa Lawyer
The )HOORZV (QGRZPHQW )XQG is more than a donation—it is a permanent, invested legacy. Contributions to this fund are not spent immediately; rather, they are invested to generate income in perpetuity. A portion of this income supports our annual scholarship program, while the principal grows, providing a permanent, reliable source of funding that shields our mission from economic ÀXFWXDWLRQV )HOORZV DJUHH WR SD\ LQ LQFUHPHQWV RYHU WHQ \HDUV RU LQ RQH ÀDW GRQDWLRQ Members may also sign up as a Sustaining Fellow, DJUHHLQJ WR SD\ DQQXDOO\ XQWLO WKH\ FKRRVH WR stop contributing. Interested in becoming a Fellow? Contact Tami Williams at tamiw@tulsabar.com.
2026-2027 TCBA CONTACTS, COMMITTEE & SECTION CHAIRS www.tulsabar.com 3+21( )$; 6RXWK %RVWRQ 7XOVD 2. Executive Director Tami Williams tamiw@tulsabar.com Ext. 1002 Membership Director CLE, Sections & Committees Kelly Smith kellys@tulsabar.com Ext. 1001
)URQW 'HVN &RRUGLQDWRU General Inquiries
frontdesk@tulsabar.com Ext. 1000 Accounting accounting@tulsabar.com
Lawyer Referral & Community Resource Navigator Jeril Haug jerilh@tulsabar.com Ext. 1003
Tulsa Lawyer Editors - Rhiannon Thoreson Madison Cataudella Associate Editor - Milly Dunlap 7XOVD /DZ\HU 6XEPLVVLRQV tulsabarnews@yahoo.com TCBA OFFICERS President.....................................................................Billy Duncan Past President......................................................Michael Taubman President-Elect.........................................................Shena Burgess Vice President............................................................John Gotwals Secretary.................................................................Jennifer Struble Treasurer.......................................................................Justin Munn Budget/Internal Operations..............................................Kyle Trice Director at Large (1) Large Firm....................................Ann Keele Director at Large (2) Large Firm...............................Sean McCalip Director at Large (1) Medium Firm............................Natalie Frost Director at Large (2) Medium Firm.......................Jason McVicker Director at Large (1) Small Firm...........................Allison Martuch Director at Large (2) Small Firm....................... ...Spencer Pittman Director at Large (1) Public Sector............... Judge Greg Lavender ABA Delegate............................................................ Molly Aspan OBA Delegate.............................................................Philip Hixon Library Trustee (1).........................................................Kobi Cook Library Trustee (2)............................................... Caitlin Getchell Presiding Judge .................................................Hon. David Guten Chief Judge, U.S. District Court ..................Hon. John F. Heil, III Chief Judge, Tulsa Municipal Court....... .Hon. Gerald Hofmeister TU Law Student Bar Representative...........................Carly Oldag TU Law School Representative..............................Morgan Moore
<281* /$:<(56 ',9,6,21 %2$5' YLD Chair..................................................................Isaiah Brydie YLD Past-Chair..............................................................Kyle Trice YLD Chair Elect......................................................Morgan Smith YLD Vice President........................................Nathan Miramontes YLD Treasurer...........................................................Phillip Berry YLD Secretary..................................................Cheyenne Barnard
)281'$7,21 $332,170(176 Law Day Chair ....................................................Tana Van Cleave Community Outreach................................................ Ashley Webb Community Outreach Co-Chair...................... Madison Cataudella Golf Chair.........................................................Nathan Miramontes Scholarship Chair.....................................................................TBD
)281'$7,21 President....................................................................Kara Vincent Treasurer...........................................................Catherine Hoopert Trustee...............................................................Stephanie Jackson Trustee.................................................Timothy Michaels Johnson Trustee..........................................................................Rick White Trustee........................................................................Zach Brown Trustee .....................................................................Daniel Gomez Trustee ..........................................................................Julie Evans Trustee .......................................................................Ashley Webb TCBA President.........................................................Billy Duncan &200,77(( CHAIRPERSONS Access to Justice... .......................................... .............Katie Dilks Animal Law .................................................... ............Katy Inhofe Animal Law Co-Chair..................................... .........Erica Grayson Bench & Bar.......................................................Stephanie Jackson Children & the Law.......................................................Lexie Allen Children & the Law Co-Chair....................... .............Lizzie Riter CLE...........................................................................Morgan Smith Diversity Development...............................................Matt Ingham Fee Arbitration.............................................................Scott Savage Law Related Education / Street Law Co-Chairs.............................. ............................... Trevion Freeman, Pierre Robertson, & JP Ray Lawyer Referral .............................................. ............Alan Barker Mentor/Mentee.................................................Rhiannon Thoreson Military/Veterans ............................................ .........Travis Barnett Nominations & Awards.......................................Michael Taubman Pro Bono Chair...............................................................Eric Yoder Membership.....................................................................Kara Pratt Publications......................................................Rhiannon Thoreson Publications Co-Chair ..................................... Madison Cataudella Special Events....................................................Cheyenne Barnard 6(&7,21 CHAIRPERSONS ADR/Mediation................................................... .......Zack Brown Bankruptcy ...................................................... ..Hon. Paul Thomas Business/Corporate................................................Spencer Pittman Criminal Law .................................................. .......................TBA Energy & Mineral Law.............................................Buford Pollett Employment Law ............................................ ..........Chris Vaught Family Law ..........................................Anastasia Krich-Mahoney Health Law................................................................Shelby Fields Immigration ............................................................Maria Mattern Juvenile Law. .................................................. .............Lizzie Riter Juvenile Law Co-Chair..................................................Lexie Allen Litigation Co-Chairs...........................Jake Pipinich & Don Smolen Municipal Law........................................................Laurie Phillips Municipal Law Vice Chair.........................................Michael Carr Native American Law Section Co-Chairs.................Randy Knight ..............................................................................Courtney Jordan Paralegals/Legal Assistant........................................Inca Mendoza Paralegal /LegalAssistantsVice Chair...................Ashleigh Casebolt Paralegals / Legal Assistant - Secretary..............John Vandiver Probate/Estate/Elder Co-chairs....................................Jim Stamper ..................................................................Linda Van Arkel-Greubel Solo/Small Firm ...............................................Pansy Moore-Shrier Tax.....................................................................TBA Technology ...............................................................Trevor Riddle Workers Comp.........................................................................TBD Workers Comp Co-Chair ................................ ................. ......TBD 6HFWLRQ &KDLUV ZLOO EH XSGDWHG DV SRVLWLRQV DUH ¿OOHG
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Tulsa County Bar Association 1446 S. Boston Ave. Tulsa, OK 74119