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Appellate Practice & Procedure

             Class #2:
How Appellate Lawyers Bring Value
     at the Trial Court Level

                 presented by

            D. Todd Smith
        http://texasappellatelawblog.com
                      for

      Solo Practice University™
An Appellate Lawyer’s Skill Set
Researching the law

Applying it to facts

Develop a persuasive argument favoring client’s position
How do you apply these skills
 effectively in trial courts?

(And why would you want to?)
Positioning for Appellate Review
Identifying appealable issues in your case

Identifying issues of interest to appellate courts

Developing the issues as needed to put the case in the
best possible position if/when it goes up on appeal

All with a more objective, dispassionate point of view
than trial counsel’s
Case-Shaping Opportunities
Strategic Planning and Analysis

Motions/Responses and Trial Briefing

Jury Charge Preparation

Error Preservation
Strategic Planning and Analysis
Legal theories   Claims and defenses



Discovery        Opportunity to shape the facts to fit theories
                 What to emphasize or minimize


Experts          Whether they are needed
                 How best to use them
                 How to handle Daubert-type challenges


Timing and subject of motions
Motions/Responses & Trial Briefing
Pre-trial   Motions to dismiss—jurisdictional issues, pleading defects
            Motions for summary judgment—legal or evidentiary issues


Trial       Handling legal issues as they arise


Judgment             Crafting the document
                     Ensuring finality/avoiding problems


Post-trial/post-judgment               JMOL, JNOV, MNT


Findings of fact and conclusions of law
Error Preservation
In most cases, a prerequisite to raising an issue on appeal

Pre-trial issues

Evidentiary objections

Jury submissions

Post-judgment motions
Jury Charge Preparation
Ideally, draft very early in the case
•Helps inform trial lawyers when developing evidence
•Identify opportunities for advocacy
•Accurately reflect the law, phrased to produce the desired outcome


Pattern jury charges
•Useful tools, but don’t rely on them entirely
•Check recent developments in case law


Handling the charge conference
•Allows trial counsel to focus on closing argument
•Advantageous to have monitored the entire trial
Questions?
“Stop by” during office hours

Participate in the official study group

Visit the Appellate Discussion Lounge
Next Time . . .
Appellate Practice & Procedure

             Class #3:
Handling an Appeal—The Decision to
  Appeal and Preliminary Matters

                 presented by

            D. Todd Smith
        http://texasappellatelawblog.com
                      for

      Solo Practice University™

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SPU #2

  • 1. Appellate Practice & Procedure Class #2: How Appellate Lawyers Bring Value at the Trial Court Level presented by D. Todd Smith http://texasappellatelawblog.com for Solo Practice University™
  • 2. An Appellate Lawyer’s Skill Set Researching the law Applying it to facts Develop a persuasive argument favoring client’s position
  • 3. How do you apply these skills effectively in trial courts? (And why would you want to?)
  • 4. Positioning for Appellate Review Identifying appealable issues in your case Identifying issues of interest to appellate courts Developing the issues as needed to put the case in the best possible position if/when it goes up on appeal All with a more objective, dispassionate point of view than trial counsel’s
  • 5. Case-Shaping Opportunities Strategic Planning and Analysis Motions/Responses and Trial Briefing Jury Charge Preparation Error Preservation
  • 6. Strategic Planning and Analysis Legal theories Claims and defenses Discovery Opportunity to shape the facts to fit theories What to emphasize or minimize Experts Whether they are needed How best to use them How to handle Daubert-type challenges Timing and subject of motions
  • 7. Motions/Responses & Trial Briefing Pre-trial Motions to dismiss—jurisdictional issues, pleading defects Motions for summary judgment—legal or evidentiary issues Trial Handling legal issues as they arise Judgment Crafting the document Ensuring finality/avoiding problems Post-trial/post-judgment JMOL, JNOV, MNT Findings of fact and conclusions of law
  • 8. Error Preservation In most cases, a prerequisite to raising an issue on appeal Pre-trial issues Evidentiary objections Jury submissions Post-judgment motions
  • 9. Jury Charge Preparation Ideally, draft very early in the case •Helps inform trial lawyers when developing evidence •Identify opportunities for advocacy •Accurately reflect the law, phrased to produce the desired outcome Pattern jury charges •Useful tools, but don’t rely on them entirely •Check recent developments in case law Handling the charge conference •Allows trial counsel to focus on closing argument •Advantageous to have monitored the entire trial
  • 10. Questions? “Stop by” during office hours Participate in the official study group Visit the Appellate Discussion Lounge
  • 11. Next Time . . .
  • 12. Appellate Practice & Procedure Class #3: Handling an Appeal—The Decision to Appeal and Preliminary Matters presented by D. Todd Smith http://texasappellatelawblog.com for Solo Practice University™