June 2016 The Marin Lawyer Volume 47, Issue 6 An Official Publication of the Marin County Bar Association MCBA MEMBERS LUNCHEON WED, JUNE 29, 2016 | 11:45 AM – 1:30 PM 2016 U.S. Supreme Court Update Important Decisions & Filling the Supreme Court Vacancy: Facts and Politics Speaker: Professor Rory Little Constitutional Law Professor, UC Hastings RESERVE TODAY! Event will sell out. The Club at McInnis Buffet Lunch 1 General CLE $45 MCBA members / $55 nonmembers / $65 walk-ins Details & Registration | More Info on Page 4 MARIN MIDSUMMER MIXER WED, JULY 20, 2016 | 6:00 – 8:00 PM In This Issue President’s Message......................... 2 Nonprofit Profile: 10,000 Degrees.....3 June Member Lunch: Rory Little..... 4 Scalia and Ginsburg......................... 4 Recap: May Veterans Lunch.............. 6 Profile: Hon. Stephen Freccero........ 8 Recap: Freccero Induction............... 9 Judges Corner: Roy Chernus......... 10 Review: Schwartzbach Memoir..... 11 Fed & State Salary Hikes............... 12 Libel and Social Media.................. 13 New Members................................ 14 Calendar Details............................. 15 Marketplace.................................... 16 Calendar of Events Second Annual MCBA & CalCPA Happy Hour Thu, June 9: 12:00 – 1:30 PM Real Property Section Meeting Enjoy socializing with your colleagues over wine & appetizers. Tue, June 14: 12:00-1:30 PM Labor & Employment Section Meeting 999 Fifth Avenue, San Rafael on the patio $25 MCBA& CalCPA members / $35 nonmembers Details & Registration MCBA MEMBERS LUNCHEON WED, JULY 27, 2016 | 11:45 am – 1:30 PM Overcoming Racial Bias: A continuing challenge for the legal profession Panel Discussion Manny Fortes, Staff Attorney, San Francisco Office of Citizen Complaints Speaker TBA Moderated by Dorothy Chou Proudfoot The Key Room Buffet Lunch $45 MCBA members / $55 nonmembers .5 CLE Bias & .5 CLE Ethics Details & Registration The Marin Lawyer editorial team thanks June Guest Editor Dorothy Chou Proudfoot. Wed, June 15: 12:00 – 1:30 PM Probate & Estate Planning Section Meeting Tue, June 21: 12:00 – 1:30 PM Probate & Estate Planning Mentor Meeting Thu, June 23: 12:00-1:30 PM Construction Law Section Meeting June 29: 11:45 AM – 1:30 PM MCBA Members Luncheon 2016 Update on U.S. Supreme Court Rulings Wed, July 20: 6:00 – 8:00 PM Second Annual MCBA & CalCPA Midsummer Mixer Wed, July 27: 11:45 AM – 1:30 PM MCBA Members Luncheon Racial Bias See page 15 for details & more events. 1 The Marin Lawyer PRESIDENT’S MESSAGE Community: Giving and Teaching By Larry Strick The job of a lawyer carries with it a special role in our county’s administration of justice. While often wrongfully maligned in many communities, attorneys take leadership roles in numerous philanthropic organizations. I know many of our MCBA members serve throughout the county to help causes large and small. Overwhelmingly, attorneys are generous with their time and financial contributions. As a rule, our members do not seek praise or recognition. As a group, they strive to do the right thing. The campaign for Food for the Bar ends June 10 and MCF has provided a challenge grant. Thank you to our members for making a difference to alleviate hunger in Marin. Let me also take this opportunity to publicly thank those who volunteered with the recent Teens & the Law event (chaired by Patricia Medina) and our members who coach Mock Trial. Our volunteers have reached out to Marin high school students providing guidance, information skills and opportunities. Today, I want to focus on the MCBA Legal Education Scholarship program. The MCBA Legal Education Scholarship program provides funds to financially disadvantaged students pursuing a law school degree with scholarships up to $5,000. Funded with contributions from the MCBA, it’s a collaboration with 10,000 Degrees and Marin Community Foundation (MCF) which administers the fund. Established in 2010, the MCBA Legal Education Scholarship program was launched with a $50,000 contribution to provide financial assistance to deserving students. The success of the scholarship program is unquestionable. To date, we have given away $33,000.00 in scholarship funds to nine local students, many who have served legal nonprofits in Marin. On behalf of the MCBA Board, I want to thank all of our donors. This year, we have received $16,656 in new funds to expand our scholarship recipients. Applications for the 2016 Scholarship are being solicited right now; the last day to apply is June 30. If you are aware of an individual who may benefit from this great program and meets the qualifications (see MCBA website) please spread the word. It is the right thing to do. 2016 MCBA SPONSORS SILVER SPONSORS BRONZE SPONSORS Bank of Marin Foley & Lardner, LLP Ayanna Jenkins Toney Williams & Gumbiner, LLP LEADERSHIP CIRCLE Elizabeth Brekhus, Esq. Susan Feder, Esq. Peter Flaxman, Esq. Freitas Law Firm LLP Gertler & Chavez LLP Nassiri & Jung, LLP Steven Nielsen, Esq. Gary Ragghianti, Esq. James Sell, Esq. Lawrence Strick, Esq. Interested in joining the Leadership Circle? Contact Mee Mee Wong at 415-499-1314 2 The Marin Lawyer NONPROFIT PROFILE 10,000 Degrees By Kim Mazzuca, CEO Now in our 35th year, 10,000 Degrees continues to do what we do best: Help students from low-income, first-generation backgrounds find a path to and through college. The organization’s vision is that regardless of race, ethnicity, or socioeconomic status, every student should have the opportunity, support, and resources to achieve a college degree and maximize their potential. 100% of the students we serve come from low-income families, 90% are first-generation students, and 84% are students of color. Two hallmarks of the 10,000 Degrees Program are its Institute, which supports students while they are in high school, and its College Success program, which supports students while they are in college. These programs help 10,000 Degrees achieve greater educational equity in the North Bay, increase college enrollment, and most importantly, raise graduation rates among groups that have been historically underrepresented in higher education. 84% of the 10,000 Degrees students who enroll at four-year colleges or universities graduate within six years, versus 54% of all students nationwide. 10,000 Degrees is also able to provide significant funding for its students, awarding $2.8 million in scholarships while leveraging an additional $18 million in free financial aid. On average, 10,000 Degrees students graduate with 1/6 the loan balance of students nationally. We are proud to administer the annual MCBA Legal Scholarship, which has supported ten law school students over the past five years, several of whom are now practicing law in Marin. 10,000 Degrees is able to support more than 4200 students and their families in Marin and Sonoma counties with 35 full time staff and more than 200 volunteers, many of whom serve as mentors for students in high school. To learn more about how you can become a mentor, please contact Megan Topping at [email protected]. MCBA Legal Scholarship Applications Due June 30, 2016 Each year 10,000 Degrees receives numerous applications for our special legal scholarship. These scholarships are funded by generous donations by our many members and friends. How can you help? Please let your alumni law school know about this scholarship and encourage eligible students to apply. More Info Each year, 10,000 Degrees reaches more students and families through their comprehensive program: • College tours • College and financial aid workshops • Intensive college prep • Scholarships and financial aid management • Advising during college To learn more about 10,000 Degrees and how you can join the I AM ONE DEGREE movement, please visit our website, www.10000degrees.org 3 The Marin Lawyer MCBA MEMBERS LUNCHEON WED, JUNE 29, 2016 | 11:45 AM – 1:30 PM 2016 Supreme Court Update Facts and Politics: Filling the Supreme Court Vacancy & Other Important Decisions Speaker: Professor Rory Little Constitutional Law Professor, UC Hastings RESERVE TODAY! Event will sell out The Club at McInnis Buffet Lunch $45 MCBA members / $55 nonmembers / $65 walk-ins Details & Registration 1General CLE In addition to his annual report on recent important cases in front of the U.S. Supreme Court, Professor Little will share his insights about the open seat on the bench. What are the constitutional requirements for filling a vacancy on the U.S. Supreme Court? What is the history of nominations to the court? How will politics affect the current situation? What key issues before the court could change dramatically? Rory Little is a constitutional law and U.S. Supreme Court scholar and teaches at UC Hastings College of the Law. Professor Little is a Supreme Court scholar who is often asked for his expert opinion about legal cases and issues on television and radio. He is also is also a friend of Judge Merrick Garland, President Obama’s Supreme Court nominee. Scotus Blog Summer Reading: Good Reads recommends books about Supreme Court 4 The Marin Lawyer Scalia and Ginsburg By Edmond McGill You would have a hard time finding two judges further apart in their philosophies and beliefs about how the United States Supreme Court is to construe the Constitution than Supreme Court Justices Antonin Scalia and Ruth Bader Ginsburg. The two Justices were truly polar opposites – and yet “best buddies”. Their disagreements – rooted in the most profound philosophical differences about how government should work, the meaning of the guarantee of personal liberty and how judges should construe the Constitution – were not personal. In disagreeing, they did not reduce themselves to the sort of personal accusation and name calling that we, unfortunately, sometimes see in political contests. Mud slinging is not new in American politics. Since the founding of the Republic, political adversaries have engaged in vile personal attacks on their opponents directly and through proxies. Lawyers and judges are in the business of disagreement. We lawyers come to conclusions and to the resolution of highly disputed issues by engaging in a combat of the intellect. We test our ideas against each other and sometimes we do this in front of juries who will decide and sometimes before judges who will decide. In appellate courts, cases are heard by groups of judges who decide by majorities of the number of judges hearing the case. Argument is the tool. Confrontation cannot be avoided. There are winners and there are losers. Scalia and Ginsburg each consciously made the work of the other better by thoughtful, intelligent, and respectful disagreement. They deeply disagreed but they liked and respected each other. They spared and exchanged contrary Serving the legal community of Marin since 1965 MARIN PACIFIC COMPANY.INC. General Insurance Brokers and Agents PROBATE BONDING 453-1620 1430 Fourth Street San Rafael, CA 94901 Daniel C. Dufficy Gail Anne Geary Representing major surety carriers • fast local service www.marinpacific.com ideas on the most divisive issues in our country and yet they were close friends. Their families vacationed together. They spent holidays together and Antonin and Ruth very much enjoyed attending opera together. This is the very best of what lawyers and judges do and, in the long history of American jurisprudence, no others ever did it better than Antonin Scalia and Ruth Bader Ginsburg. In remembering Justice Antonin Scalia, we need not agree or disagree with his numerous written opinions or his philosophy of government. Rather, let us remember the example that he and his still-serving “best buddy” Ruth Bader Ginsburg gave us about just how to disagree about ideas. With the passage of time, the fire goes out of even the ugliest of disputes. Forever lasting, however, as the very best example for lawyers and judges and even for politicians and citizens in general, is the real human warmth and sincere respect and friendship that Justice Scalia and Justice Ginsburg shared as they disagreed so fundamentally about ideas. Content from the March 11 article originally published in The Legal Pulse, the monthly newsletter of the McGill Law Office. To see other articles or to subscribe to The Legal Pulse go to mcgill-lawoffice.com/blog/ , © Edmond McGill, 2016. Ed McGill’s practice includes business law, plaintiffs’ personal injury, property and insurance claims. Ed has been practicing for more than 40 years in Marin County. He can be reached at [email protected]. Estate Planning And Real Estate Attorney Joins Monty White Monty White LLP is pleased to announce that Victoria Maxwell has joined the firm as Of Counsel. In addition to being an attorney, Ms. Maxwell is also a California licensed real estate broker, and a candidate for a Masters of Law Degree in Estate Planning and Taxation. Vickie is also approved by the Hyatt and ARAG legal plans, and is active in the California Advocates for Nursing Home Reform. Monty White LLP is a nineattorney firm with offices in San Rafael and Santa Rosa. Practice areas include personal injury, construction, estate planning, real estate, land use, nonprofit law, immigration, elder law, general civil litigation, and family law. Santa Rosa Office 170 Sotoyome Street, Suite 3 Santa Rosa, CA 95405 San Rafael Office 1000 Fourth Street, Suite 425 San Rafael, CA 94901 Tel: 415.453.1010 [email protected] www.montywhitelaw.com 5 The Marin Lawyer MAY MEMBERSHIP MEETING Helping Veterans in the Criminal Justice System: Criminal Statutes & Services By Nicole Pantaleo From left: Brian Dobbs (VA), Jenna Ferrara (VA), Josh Todt (Marin County Sherriff’s Office), Sean Stephens (VA), Rebekah Reali (Marin HHS Jail Social Worker), David Joseph (VA Psychologist), Marcy Orosco (VA Jail & Homeless Outreach Coordinator). At 48 years old, I was driving down the block from my house after my morning workout. I was in a good mood. I stopped at one stop sign. At the next block, I rolled through a stop sign onto the main road. There he was waiting, a police officer. The officer proceeded to pull ME over on my road, near my house. Suddenly in a flash my good mood was gone. I pulled over into the gas station. Did not wait and immediately got out of the car. I was now defending my area. I do not know why I did this. I was defensive. The officer saw my 101st license plate and knew that I was a veteran. He remained calm and dignified. The officer walked me through this simple traffic stop, explained how I rolled through the stop sign and offered to show me the video. I did an after-action report in my head and calmed down. This was merely a traffic stop violation. Sean Stephens, Veterans’ Service Officer for the Division of Social Services at Marin Health & Human Services, served four tours of Infantry duty in Afghanistan. What may seem like a routine traffic stop to most of us was anything but in that moment to Sean Stephens, as he explained at the MCBA Veterans’ in Criminal Justice Luncheon on May 25, 2016. Understanding the perspective of veterans suffering from PTSD, sexual abuse trauma, substance abuse, and other mental health issues resulting from their service in the military is critical for law enforcement officers who encounter them, and for attorneys and judges who handle their criminal cases. Marin County Sheriffs’ Office partners with Sean Stephens and his staff in identifying and assisting veterans in custody. Jail Deputy Josh Todt explained that his re-entry team identifies veterans when they are booked and then notifies the Veterans Services team of their arrest to get 6 them immediate assistance. This amazing team consists of Sean Stephens; Marcy Orosco, MSW, Veterans’ Outreach Coordinator in the Division of Social Services for Marin Health & Human Services; and Jenna Ferrara, LCSW and Brian Dobbs, LCSW, both of Veterans Justice Outreach. They provide military paperwork for court, assist in application for VA benefits, obtain mental health treatment, locate substance abuse treatment placement, and housing for the veteran. Sean Stephens and this team also help transport the veteran immediately from jail to the proper treatment program. Military Misdemeanor Diversion & Felony Mitigating Factors: Penal Code Section 1001.80 allows the Court to grant Diversion to a veteran or current military service member in a misdemeanor case if they “may be suffering from sexual trauma, traumatic brain injury, post-traumatic stress disorder, substance abuse, or mental health problems as a result of his or her military service.” (Penal Code Section 1001.80) Penal Code Section 1170.91 specifically states that a judge may consider as a mitigating factor in sentencing for a felony the trauma suffered by a veteran or current member serving in the U.S. Military that relates to sexual trauma, PTSD, traumatic brain injury, substance abuse, and mental health problems resulting from military service. Once a veteran or service member is placed on diversion, the terms are determined and ordered by the Court. The veteran or service member is then usually ordered back to court in six months for a status report. It is critical (Continued on page 7) The Marin Lawyer (May Membership Meeting, continued from page 6) to work with the above team members to ensure a proper evaluation and placement of appropriate services is made to really help the veteran or service member prior to the diversion order being granted. The goal is to obtain a dismissal of a case, and to actually help the veteran or service member not reoffend and get the appropriate treatment. The presentation made clear that as lawyers we must work collaboratively in the criminal justice system to provide assistance to veterans and current service members suffering from PTSD, sexual abuse trauma, substance abuse, and other mental health issues. This incredible network of agencies and resources helps serve our veterans and current service members who have sacrificed to serve get back on track and rejoin our community as healthy and successful citizens. Nicole Pantaleo is a Marin County Deputy District Attorney, specialized in sexual assault, domestic violence and insurance fraud. Nicole formerly served as the M.C.D.A.’s Coordinator for the Alternative Justice Courts, serving in Drug Courts and Star Court for mentally ill probationers. She is a Marin County Superior Court judicial candidate. Drunk Driving and DMV Matters Paul Burglin BURGLIN LAW OFFICES, P.C 999 Fifth Avenue, Suite 350 San Rafael, CA 94901 (415) 729-7300 (415) 457-2539 (fax) [email protected] www.burglin.com Author: Calif. Drunk Driving Law A-V Rated - Martindale Hubbell TM Board Certified in DUI Defense MARIN MIDSUMMER MIXER WED, JULY 20, 2016 | 6:00 – 8:00 PM Second Annual MCBA & CalCPA Happy Hour Enjoy summer socializing with your colleagues over wine and appetizers 999 Fifth Avenue, San Rafael on the patio $25 MCBA & CalCPA members $35 nonmembers Details & Registration 2015 Open Enrollment & Renewals: Now through August 15 Become a Member of the MCBA ADR Panel Are you a Mediator, Neutral, or Arbitrator? The MCBA ADR Panel opens once a year to new applicants. ADR Panelists must be current MCBA Members. For community and colleagues, many find the ADR Directory a rich resource. Applications are now open for new and renewing applications. Click here for more information and application forms. 7 The Marin Lawyer JUDGE PROFILE Stephen P. Freccero By Dorothy C. Proudfoot MCBA President-Elect Dorothy Chou Proudfoot recently intercepted Judge Freccero in the Hall of Justice in between ever-so-brief trial breaks to gather a little more information about this thoughtful jurist. I know you’ve lived in this county for many years. What brought you to Marin? I first moved to Marin County in the early 1990’s because I was drawn to its natural beauty. In those days, I spent much of my free time mountain biking on the many trails that cross the county. When my wife and I decided to raise a family we looked for a home here because we wanted our children to experience the beauty of Marin’s hills and the coastline. In 1998, we moved to Larkspur where we have lived ever since. Tell us about your family. I am protective of my immediate family’s privacy so I tend to limit my remarks about them. I have been married for more than 20 years and have two daughters. My children were raised in Marin and attended kindergarten through high school here. They are now both young adults pursuing their college education. Briefly describe your previous employment. My legal employment had two phases. The first was government service. In 1987, after graduating from law school, I clerked for Judge Conti on the US District Court in San Francisco. After the clerkship I joined the U.S. Attorney’s Office in San Francisco where I served as a federal prosecutor for nearly a decade. During my tenure with the Department of Justice, I had the opportunity to pursue a Fulbright scholarship in Italy. I studied at the European University Institute and obtained an LLM in European and International Law. The second phase began in 1998 when I left government service and went into private practice at Morrison & Foerster in San Francisco. My practice there focused on civil litigation involving business disputes. In my 17 years at the firm, I handled a wide range of matters involving intellectual property, energy litigation, and antitrust. I practiced law at Morrison & Foerster until I was appointed to the bench in November of 2015. 8 When did you decide you wanted to be a judge and why? I am not sure that I can pinpoint the moment I decided I wanted to be a judge. I spent most my legal career in courtrooms trying civil and criminal cases and had always thought a great deal about the role of the judge. It was only in the last few years, however, that I gave serious consideration to pursuing a position myself. I found that after practicing law for more than 25 years, many of my friends and former colleagues had become judges and they always expressed enthusiasm for their new roles. Many of them encouraged me to apply for the bench. In the end I think it was a desire to return to public service and a deep affinity for the courtroom that spurred me to seek an appointment. I have an abiding respect for our court system and wanted a chance to emulate the best of the judicial attributes I had observed over the years litigating cases. What do you do when you’re not at work? When not at work, I spend as much time as I can with my family. When we can all gather together we enjoy outings – either hikes or trips abroad. Now that my children are grown, it is harder to do things together. Sometimes the most pleasurable moments come from sharing a meal. Otherwise, my own free time is spent trying to stay physically active. In the past I was an intercollegiate athlete and a martial artist; these days I have to make do with light running and yoga. I also never tire of exploring the trails in the hills near my home. How would you describe the ideal relationship between the Marin County Bar Association and the Bench? (Do you have ideas about how to get there?) The relationship between the bench and bar can be critical to the overall success of the courts. Both institutions have an interest in seeing the other succeed: attorneys have an interest in securing access to fair and efficient dispute resolution and judges have an interest in seeing that litigants are well-served. As with any institutional relationship, the key is to foster communication. The bench and bar must continually search out opportunities where they can work together without sacrificing their identity or independence. Regular gatherings at bar functions are always important because frequent interaction promotes problemsolving. I recognize that in light of professional demands it can be difficult for judges and attorneys to find the time to work on bar association projects. Nonetheless there have been a number of initiatives in Marin that have been successful and I look forward to participating in similar efforts in the future. (Continued on page 8) The Marin Lawyer (Judge Profile, continued from page 7) What are the top three tips you would give attorneys about appearing before you? I think the most basic advice is always the best: Be punctual. Be prepared. Be courteous. What was the best/worst/strangest experience in your career? My most rewarding experience as a lawyer was working on the UNABOM investigation and prosecution. I spent many years on the case (1993-1998) in both its investigation and prosecution phases. During this time, I worked with countless dedicated women and men in law enforcement and also came to personally know many of the victims and their families. The dedication of the agents and the grace and courage of the victims made a lasting impression on me. Much has been written about the case, but from my perspective our greatest achievement was demonstrating that the criminal justice system can work in the most difficult circumstances. The lesson I draw from the experience is that we can combat terrorism without sacrificing our legal principles. So far, what have you enjoyed the most about serving as a judge here in Marin? Without a doubt, the most enjoyable aspect of the job so far has been being a part of such a collegial court. Judges and courtroom staff have been welcoming and helpful. It is heartening to know that there are so many capable and experienced people ready to assist me and help in my transition. It is inspiring to learn that there is a diverse community of public servants within the courthouse and that they all share a goal of making our court successful. Judge Stephen Freccero was appointed by Governor Brown in November 2015 to fill the vacancy created by the retirement of Judge Lynn Duryee. He earned a Master of Laws degree from the European University Institute, a Juris Doctor degree from UC Berkeley School of Law and a Bachelor of Arts degree from Wesleyan University. To view photos of the Induction Ceremony for Judge Freccero: Link | Photos courtesy of John Ling Photography RECAP May 19 Induction Ceremony for Judge Stephen Freccero By Mee Mee Wong Among a crowd of MCBA members, colleagues, family, and friends, Judge Stephen P. Freccero took the oath of office to serve as the twelfth Judge on the Marin County Superior Court. He was appointed by Governor Jerry Brown in November, 2015. A Democrat, he is Governor Brown’s fourth appointment to the Marin bench. Geoffrey Howard was appointed in 2014, Beverly Wood in 2013, and Mark Talamantes in 2012. Judge Freccero fills the position on the bench vacated when Lynn Duryee retired. A former federal prosecutor, Judge Freccero is wellknown for his work on the Unabomber case. He was a partner at the San Francisco office of Morrison and Foerster, LLP. Before becoming a federal prosecutor, Freccero was a law clerk to U.S. District Judge Samuel Conti in San Francisco. He has lived in Marin for more than 20 years and raised his family here. Judge Freccero has a bachelor’s degree in religion from Wesleyan University in Connecticut, a law degree from the European University Institute in Italy, a law degree from the University of California at Berkeley, and was a Fulbright scholar in Italy. Eugene Illovsky, a long time colleague and friend of Judge Freccero from his days at Morrison & Foerster, served as Master of Ceremony, and MCBA President Larry Strick made introductions. Speakers the Hon. Marla Miller (California Court of Appeal, First District) and Melvin Goldman (Morrison & Foerster LLP) praised Judge Freccero’s accomplishments. The oath was administered by the Hon. Robert Dondero (California Court of Appeal, First District). Judge Freccero concluded the program with powerful, humorous, and moving remarks providing a synopsis of his personal history, philosophy, and devotion and commitment in serving justice to the Marin community. The current judicial bench and retired Judges and Commissioners were on stage to celebrate this special occasion. Morrison & Foerster LLP generously sponsored the reception, thoroughly enjoyed by the guests. 9 The Marin Lawyer JUDGES CORNER Update from the Bench: Bringing Back the “Good Old Days” By The Honorable Roy Chernus For those of us who were sworn in as attorneys before May 27, 2014, it may be a surprise to learn that the attorney oath for new lawyers has been changed. On that date Rule 9.4 of the California Rules of Court became effective to supplement the attorney oath for new lawyers. Rule 9.4 states: “In addition to the language required by Business and Professions Code section 6067, the oath to be taken by every person on admission to practice law is to conclude with the following: ‘As an officer of the court, I will strive to conduct myself at all times with dignity, courtesy, and integrity’” (emphasis added). I think it is obvious why the oath was changed – at times dignity, courtesy and integrity appear to be missing in action in our profession. This essay is my attempt to try to bring them back. Attorneys surely strive to zealously represent their clients. But that doesn’t have to mean that attorneys should always reflect the attitudes of their clients. Let’s face it; many clients are not happy about their civil, criminal, family law, or other matter for which they are being represented. And they may want their unhappiness or anger to be expressed clearly by their attorney. After all, they may think, who’s paying the bill? Yet rarely does a client’s even justifiable anger do anything good for her or his case. So attorneys should model good behavior for everyone in our system. Acting “at all times with dignity, courtesy and integrity” and using your best professional abilities to help your clients is the way in which all of us can bring the practice of law back into a more polite and civilized era. Attorneys can and should teach their clients that one can respectfully disagree without becoming disagreeable. In fact, attorneys can actually help clients resolve their disputes better, faster, and cheaper if they consciously try to lower the volume and edit out any unnecessary ad hominem attacks directed at the other side. From my seat in the courtroom, I have observed that the “old school” attorneys, who are more restrained, and seem to make theirs cases more dignified than those who are fighting virtually every issue. And I believe that they get equivalent, if not better, outcomes. 10 If every attorney were to strive at all times to be more professional, all sides of every case would benefit. And the clients looking for a pit bull to represent them would come up empty. I know what some of you are thinking: why should I do this unilaterally? The other attorneys won’t do this and my clients will be at a disadvantage. Well, you should do it anyway because it is the right thing to do! And I honestly believe that your professional results, and career and life satisfaction will skyrocket. You will have better professional and personal relationships with other attorneys which will enhance your ability to succeed. And there is a very good chance that the judges will notice and silently approve of your new, improved professionalism. I recall a reading about a survey a few years ago that said that most people didn’t believe that attorneys contributed to our society’s well-being. I would really like all of us to be part of a movement to change that. While parts of our profession will always need to focus on resolving disputes, all of our profession should be dedicated to doing our jobs in a dignified manner. After all, we all are officers of the court and should act that way. Court Reporting Services in the Bay Area & Beyond Cal-Pacific Reporting, Inc. 18 Professional Center Pkwy, 3rd Floor San Rafael, CA 94903 Expedited Transcripts / Exhibit Scanned & Tabbed Rough Drafts / LiveNote / RealTime Valuable Cost and Time Savings In Searchable PDF E-Transcripts Certified Shorthand Reporters/Videography Suites Complimentary / Free Parking / Free Snacks Efficient Dependable Timely Transcripts Schedule today by calling 415.578.2480 Toll Free 855.701.9574 [email protected] www.calpacificreporting.com Discounts to Marin County Bar Members The Marin Lawyer REVIEW his decades of trial practice. His reply echoes the books theme, “There is no shortcut to thorough preparation. You M. Gerald Schwartzbach’s Memoir don’t know what is possible unless you explore everything. Leaning On the Arc, A Personal Also, if you have to choose between being liked and being respected, both you and your clients are best served by you History of Criminal Defense being respected.” By Charles D. Dresow In describing his various trials, Mr. Schwartzbach M. Gerald Schwartzbach, criminal reveals his preparation, planning, investigation, and trial defense attorney and longtime MCBA strategy of these cases. His case history descriptions are member, has gone to trial for those ac- both fascinating and educational. A lawyer can take away cused of crimes for over 40 years. His a significant amount of practical knowledge from the book. book, Leaning on the Arc, A Personal When asked what advice he would give a young lawHistory of Criminal Defense, is the yer Mr. Schwartzbach advised, “Confer with one or more story of his life, his trials, and the law. experienced lawyers with a good reputation. Investigate all It can be read as a personal memoir, a facts and witnesses and conduct legal research on all issues legal primer, or a fascinating history of you anticipate arising before or during trial; in other words, the success and failures of our criminal prepare thoroughly. Do not try to mimic other lawyers. justice system. The book is so much There is no one personality that is better than another. Just more than the personal history of one lawyer. be yourself and believe in yourself.” My favorite line of Mr. Schwartzbach’s book eloI found the detailed case histories contained in the quently describes the duty of a criminal defense attorney book fascinating. The book covers some of Mr. Schwartzwhen called to represent an unpopular client charged with bach’s better known cases, such as the Stephen Bingham, a brutal crime. In explaining why he accepted a death Robert Blake, and Hootan Roozrokh matters. It also conpenalty case in 1979 he states, “But of course, I took the tains wonderful chapters regarding some of Mr. Schwartzcase. Maybe I did so because that is what lawyers do; it is bach’s lesser known cases and clients. The book reveals an the lawyer’s job. Somebody had to defend Maurice. Like inspiring reality – that Mr. Schwartzbach dedicated himself you and me and everyone else, he had a right to his day in to all of his clients, rich or poor, famous or forgotten, with court and to the best representation possible.” equal vigor and effectiveness. The book covers Mr. Schwartzbach’s legal career Leaning on the Arc is not only just a valuable resource from when he first began practice in Detroit in 1969 until for trial tactics and legal strategy. The cases that are featured the present. He was sworn into the California Bar in 1974 in the book are of both local, national interest and historiand has earned a stellar reputation by effectively handling cal interest. The four decades of jury trials described are a numerous high profile, high stakes cases. Gary Ragghianti, commentary of where society was at the time of the trial. who has practiced law in Marin as both a Deputy District Few lawyers have tried has many high stakes, high presAttorney, criminal defense attorney, elected official, and sure, high profile cases for as long as Mr. Schwartzbach mediator says, “Gerry Schwartzbach is the lawyer one as- has. After four decades of jury trial, he still feels that the pires to be. Brilliant, unflinching in the face of seemingly jury is critical to our system of justice, “Judges are no less impossible odds and obstacles, devoted to his clients and vulnerable to human frailties than lay people. The best always exquisitely well-prepared. He is a jealous guardian chance to achieve a fair and impartial verdict is to have a of not only his client’s constitutional rights but of all of ours fair and impartial jury, which jury represents a cross secas well. This is the type of lawyer and person we see and tion of the community.” His book is a fascinating look at experience only rarely. He makes us all proud.” the history of his legal life and his jury trials. Mr. Schwartzbach’s book is a valuable resource for a I highly recommend the book. I certainly enjoyed young or experienced trial lawyer, prosecutor or criminal reading and learning from it. defense attorney, who wants to read how to prepare for and try cases to a jury. Within the various trials and cases Charlie Dresow is somewhat of living legend. He has featured one learns that a key to trial success is investigating conquered various mythical challenges. He used to be an every facet of your case, preparing for every eventuality, athlete. He was once referred to as Captain America by knowing the case better than anyone else in the courtroom clients who resided in the Sacramento County jail. He and representing your client to the best of your abilities. practices criminal law with Ragghianti Freitas and can In preparing this article, I asked Mr. Schwartzbach be reached at [email protected]. what was the most important lesson he had learned over 11 The Marin Lawyer Salary Hikes for Federal & California Overtime Exemptions By Lisa Maslow The U.S. Department of Labor recently announced a substantial pay raise for employees in the “white collar” exemption categories. Starting December 1, 2016, exempt managers, administrators and professionals must be paid a minimum weekly salary of $913 ($47,476 annually). Failure to satisfy the new pay level will cause the employee to be considered “nonexempt” under the Fair Labor Standards Act (FLSA) — meaning that the employee must be paid overtime, keep timesheets, etc. — regardless of the importance of the employee’s job duties. The FLSA minimum salary will be automatically updated every three years starting January 1, 2020 based on data from the lowest wage Census region. The new FLSA regulations will allow employers to count nondiscretionary bonuses, commissions and incentive payments to satisfy up to 10% of the required salary level. However, such payments must be made on a quarterly or more frequent basis. Nondiscretionary bonuses and incentive pay are forms of compensation promised as a reward for certain behavior, e.g., achieving productivity or sales goals, good attendance, or length of employment. By contrast, a discretionary bonus is an unannounced bonus or spontaneous reward for a specific act. California pay requirements are also going up due to the minimum wage increase signed by Governor Brown in April. Currently, California requires a minimum monthly salary for exempt managers, administrators and professionals of $3,466.67 ($41,600 annually). Because exempt compensation is tied to California’s minimum wage, the exempt salary requirement for California businesses with 26 or more employees will increase approximately $2,000 a year in January of both 2017 and 2018. By January 2019, the minimum salary for California white collar exemptions will exceed the FLSA’s level, annualized at $49,920. (California employees working for businesses with less than 26 employees will be a year behind in their pay increases, which will start in January 2018.) When California’s minimum wage reaches $15 an hour (in 2022 or 2023, depending on the size of the business), exempt managers, administrators and professionals must be paid at least $62,400. The boost in exempt salary requirements will likely have a ripple effect on other employees’ paychecks. Employers may choose to adjust the compensation of other employees earning near the new pay levels to maintain relative pay equity. Other employers may decide to reclassify lower-paid exempt employees to nonexempt status — especially if the employees work little to no overtime hours. The Department of Labor estimates that the FLSA regulations will extend overtime protections to 4.2 million Americans who are not currently eligible under federal law, and will boost wages for workers by $12 billion over the next 10 years. California employers are required to comply with the most (employee) protective aspects of both FLSA and state labor law. This means that most exempt employees’ minimum salary must meet or exceed the new FLSA levels starting December 1, 2016. Unlike federal law, California does not exempt licensed lawyers from the fixed monthly salary requirement. Nor does California recognize the FLSA exemption for Highly Compensated Employees (HCE), who must be paid at least $134,004 annually starting December 1, 2016. Employers are advised to consult with labor counsel for more detailed information about the impact of the new FLSA regulations. Lisa Spann Maslow advises employers on labor and employment law matters and conducts independent workplace investigations. Please feel free to contact the Law Offices of Lisa Spann Maslow, PC, at 415/380-9470 or [email protected]. The Bay Area’s Premier Reporting Service ♦ Complimentary Conference Rooms ♦ Document Depository ♦ Livenote/E-Transcript ♦ Videoconferencing Capturing your words with caring hands. 800-979-2361 12 117 Paul Drive, Suite A San Rafael, CA 94903 415-472-2361 · Fax 415-472-2371 [email protected] LLC 1831 Tiburon Boulevard, Tiburon, CA 94920 415-435-8330 www.fundmastery.com We are a fee-only investment advisor helping lawyers analyze their financial and retirement options since 1987 The Marin Lawyer Libel and Social Media: The Next Frontier By Jason Feder According to Twitter, Stephan Curry has a “girly name,” Bob Costas “is a vampire,” and Kurt Russell’s “face is made of aged denim.” While these tweets may not have crossed the line from light-hearted entertainment to libel, exactly where that line is drawn in the context of social media has recently become a brewing issue for the judiciary. Traditionally, libel claims arose in the wake of statements made through the media, whether in print or broadcast on TV or the radio. To win a libel claim, you would need to show that the defendant made a factually false statement about the plaintiff in a written communication to a third party that was naturally injurious to the plaintiff’s reputation. Now, with the rise of social media, courts are grappling with how to apply this decades-old framework to statements made on platforms like Twitter where exaggeration and hyperbole are commonplace. The debate over what constitutes Twitter libel – or “Twibel” as it has become known – has been percolating through the courts, with several high-profile cases popping up in the last couple of years. Recent Cases In 2011, a tweet by rock star Courtney Love put her at the heart of the Twibel storm and led to the first American Twitter libel case tried to a jury. After Love tweeted that her former attorney, Rhonda Holmes, had been “bought off,” Holmes sued for libel, claiming damages of $8 million. In pre-trial motions, Love’s legal team argued that the traditional libel framework should not apply to such statements made on Twitter because tweets are not read as fact by the Twitter universe. The court rejected this position, holding Love’s tweet to the same legal requirements imposed in more traditional libel cases. After three years of litigating, the Los Angeles County jury found that – although Love’s tweet constituted a “false statement” and had a tendency to injure Holmes’ profession – Holmes had failed to prove that Love knew it to be false or had serious doubts about the truth of the statement. Holmes was awarded no damages and the Court of Appeals affirmed the jury verdict in February 2016. Another recent Twibel case, brought by actor James Woods, implicates the legal issues surrounding the anonymity of Twitter’s users. In July 2015, a Twitter user known only by the pseudonym “Abe List” tweeted at Woods and called him a “cocaine addict.” Woods responded by suing Abe List for $10 million. In denying the defendant’s anti-SLAPP motion, the court found that “many if not all readers” of the tweet would understand and interpret the statement as a factual claim. The court’s ruling relied on analysis conducted by a linguistic professor hired by Woods, which found that the syntax and structure of the tweet would likely be interpreted as conveying factual information. Barring a successful appeal, discovery in the case will proceed with an eye toward unmasking Abe List’s identity and whether he had knowledge of falsity or a reckless disregard for the truth when crafting the tweet. If the defendant’s identity does become public, this case will likely further blur the line that separates constitutionally protected opinions from libelous assertions of fact in the context of social media. Another recent high-profile suit has the potential to shape the Twibel landscape. In April 2016, a political strategist and public relations consultant Cheryl Jacobus sued Donald Trump based in part on comments made on Twitter, in which Trump called her “a real dummy” and “a major loser” with “zero credibility.” Jacobus filed suit, alleging $2 million in damages. While New York’s antiSLAPP statute is much more limited than California’s and likely won’t apply to Jacobus’ claims, whether or not the court finds Trump’s tweets to be statements of fact could be indicative of which direction libel law is heading in the social media arena. Going Forward If the recent flurry of Twibel lawsuits is any indication, there is little reason to think that courts will stray far from applying the traditional libel framework to platforms such as Twitter. This is good news for potential plaintiffs whose claims won’t be dismissed on the basis that it’s just “Twitter being Twitter.” In other words, defamation claims based on tweets won’t be tossed out merely because of the informality of the platform on which they were made. In turn, those who think they’ve been defamed on the internet may be more aggressive in taking their claims to court. The question will then become to what extent courts will discount the legitimacy of statements made on Twitter – where over 500 million tweets are sent every day – and choose to interpret tweets as opinion, rather than factual assertions. On one hand, this analysis will be heavily fact-intensive. Plaintiffs, like in Woods’ case, will likely try to narrow scope of the circumstances considered in making this determination, arguing that a tweet should be interpreted as much in a vacuum as can be, without taking into account (Continued on page 14) 13 The Marin Lawyer (Libel, continued from page 13) the wild west nature of Twitter. Plaintiffs, at least the ones who can afford it, may increasingly turn to linguistic experts to keep tweets in the courtroom and over the “statement of fact” legal threshold. On the other hand, it is hard to imagine courts opening the door wide enough where run-of-the-mill insults would get Twitter users in hot water. The courts will need to find some way to balance the reality of social media against individuals’ ability to recover damages when truly defamatory statements are made. One way that this balance might be struck would be for courts to take a narrow view of the damages prong. To use Woods’ case as an example, without a showing of exactly how the “cocaine addict” statement hurt his reputation – which would necessarily entail showing that the tweet was taken seriously – the court may be hesitant to award any damages at all. As is clear from the Twibel cases making their way through the courts, the legal landscape is still playing catch-up with technology. Only time will tell where the judiciary will fit such social media platforms as Twitter into the traditional libel framework. Until we know more, a word to the wise – keep those tweets about James Woods to yourself. Jason Feder is an associate and litigation lawyer with Foley & Lardner LLP. He is a member of the firm’s Business Litigation & Dispute Resolution Practice. He can be reached at [email protected]. Lifting business voice service out of the fog and into the cloud. 2809 Telegraph Avenue, Suite 202 | Berkeley, CA 94705 1 (510) 859 7000 | www.telnexus.com NEW MEMBERS Philip Downs Allen Glaessener Hazelwoodwerth 180 Montgomery St., Suite 1200 San FranciscoCA 94104 415-697-2000 [email protected] Ellie Ehlert 2422 Zurlo Way Santa RosaCA 95403 [email protected] Student Member Amy Frenzen Drinker Biddle & Reath 50 Fremont Street, 20th Floor San Francisco CA 94105 415-591-7535 [email protected] Robin Glazer Robin Kohn Glazer, JD Broker 1001 BridgeWay #107 Sausalito CA 94965 415-328-5564 [email protected] Jessica Gorton 248 City Center Drive Rohnert Park CA 94928 [email protected] Student Member James O’Brien 1700 Montgomery St. Suite 101 San Francisco CA 94911 415-513-7942 [email protected] Eric Reading 3450 Sacramento St. San Francisco CA 94118 [email protected] Student Member NicoleTaubman 26322 Towne Centre Drive #538 Foothill Ranch, CA 92610 626-808-1391 [email protected] Student Member 14 The Marin Lawyer CALENDAR DETAILS Thu, June 9: 12:00 – 1:30 PM Real Property Section Meeting Drafting Easement Agreements Speaker: Paul Carey, Esq., Dickensen, Peatman & Fogarty 1 hour CLE, general Resolution Remedies, 1000 4th St., San Rafael Cost (includes lunch): $30 Section Members / $20 Members 5 years or less in practice / $40 Non-Section Members Registration & Info Contact: Tracy Wilson [email protected] Tue, June 14: 12:00-1:30 PM Labor & Employment Section Meeting Ethics and Professional Responsibility Speaker: Samuel Bellicini Ragghianti Freitas, 1101 Fifth Avenue, Suite 100 Cost: $10 Section Members / $20 Non-Members Brown Bag Lunch, 1 CLE Credit, Ethics Registration & Info Contact: Sarah Wright, [email protected] Wed, June 15: 12:00 – 1:30 PM Probate & Estate Planning Section Meeting Several New Uses for Reverse Mortgages in Retirement Income Planning and Estate Planning Speakers: Mary Jo Lafaye & Barry H. Sacks, J.D., Ph.D. Location: Town Center Community Room, 770 Tamalpais Dr, Suite 201 Brown Bag Lunch, 1 hr. CLE, general Registration & Info Contact: Anne Reilly [email protected] or Dan Furhman [email protected] Tue, June 21: 12:00 – 1:30 PM Probate & Estate Planning Mentor Meeting Lerman Law Building, 802 B Street, San Rafael RSVP to Michelle Lerman [email protected] or Debra Whitehouse, [email protected] Thu, June 23: 12:00-1:30 PM Construction Law Section Meeting Employee Relations for Contractors: What to Look Out for and How to Avoid it Speaker: Larry Levy Ragghianti Freitas, 1101 Fifth Avenue, Suite 100 Brown Bag Lunch, 1 CLE Credit Registration & Info June 29: 11:45 AM – 1:30 PM MCBA Members Luncheon 2016 Update on U.S. Supreme Court Rulings Speaker: Professor Rory Little Cost: $45 members / $55 nonmembers Location: Club at McInnis, 250 Smith Ranch Rd. San Rafael Registration & Info Contact: [email protected] Wed, July 13: 12:00-1:30 PM Business Law Section Meeting Litigating Over Trade Secrets Speaker: Ben Berkowitz, Keker & Van Nest, LLP Location: Town Center Community Room, 770 Tamalpais Dr, Suite 201 Brown Bag Lunch 1 hr. CLE, general Registration & Info Contact: Kassra Nassiri [email protected] Wed, July 20: 12:00 – 1:30 PM Probate & Estate Planning Section Meeting Change in Ownership: An Introduction & Update for Estate Planners Speaker Leslie Ang, Tax Counsel, Board of Equalization Location: Town Center Community Room, 770 Tamalpais Dr, Suite 201 Brown Bag Lunch 1 hr. CLE, general Registration & Info Contact: Anne Reilly [email protected] or Dan Furhman [email protected], Wed, July 20: 6:00 – 8:00 PM Second Annual MCBA & CalCPA Midsummer Mixer Cost: $25 members / $35 nonmembers 999 Fifth Avenue, San Rafael Must be over 21 with proper ID to attend Registration & Info Contact: [email protected] Tue, July 26: 12:00 – 1:30 PM Probate & Estate Planning Mentor Meeting Lerman Law Building, 802 B Street, San Rafael RSVP to Michelle Lerman [email protected] or Debra Whitehouse, [email protected] (Continued on page 16) 15 The Marin Lawyer THE MARKETPLACE David Hellman Marin Bar ad 2008 Use the 1031 Exchange Intermediary Other Intermediaries Call for Advice! David Hellman, 1031 Exchange Expert at Fee to advertise in Marketplace: $40/month for up to 25 words, each additional word at $1/word. Please email your text ad to [email protected]. Make payment to MCBA, 101 Lucas Valley Rd., San Rafael CA 94903. Deadline: 15th of each month. MARIN COUNTY EXCHANGE COR PORATION A Qualified Intermediary Providing Real Estate Exchange Services and Expertise with over 3,000 Exchanges facilitated since 1984 www.marin1031exchange.com David M. Hellman, President Attorney & CPA TEL: (415) 457-4411 FAX: (415) 457-0356 (Details, continued from page 15) Wed, July 27: 11:45 AM – 1:30 PM MCBA Members Luncheon Racial Bias: how does it affect our practice as lawyers? Speakers: Manny Fortes, San Francisco Office of Citizen Complaints & Speaker TBA Moderator: Dorothy Chou Proudfoot Cost: $45 members / $55 nonmembers Location: Key Room, 1385 Hamilton Pkwy, Novato Registration & Info Contact: [email protected] Thu, July 28: 12:00-1:30 PM Construction Law Section Meeting Accounting & Commercial Damages: Tips &Tricks for Working with the Experts Speaker: Jeff Redman Ragghianti Freitas, 1101 Fifth Avenue, Suite 100 Brown Bag Lunch, 1 CLE Credit Registration & Info The Marin County Bar A s s o c i a t i o n Mission Statement of the Marin County Bar Association To involve, encourage, and support bar association members, to serve as a liaison to the Marin County courts, and to educate the community and enhance access to legal services. Marin County Bar Association 101 Lucas Valley Road, Suite 326, San Rafael, CA 94903 415-499-1314 | www.marinbar.org Published by The Marin County Bar Association 2016 MCBA Officers Lawrence A. Strick President Dorothy Chou Proudfoot President Elect Thomas Brown Secretary Jessica Stuart Pliner Treasurer Randy Wallace Past President Lawrence Baskin 5 Year Past President Deadline for submission of articles, ads, inserts, and announcements is the 15th of each month. 16 2016 Directors The Hon. Michael Dufficy Ret. Caroline Joachim Shelley A. Kramer Patricia Medina Board of Directors 2017 Directors Patricia Conway Rodrigo Dias Dotty LeMieux James Sell Romy Taubman 2018 Directors Alan Brayton Nicole Cabalette Damon Connolly Charles Dresow Susan Feder Christian Martinez Executive Director: Mee Mee Wong Communications Manager: Kathleen Gaines Marin Lawyer Editor: Caroline Joachim Production & Advertising: Pat Stone, Express Printing MCBA encourages submission of articles that may interest the legal community. Letters to the Editor are also welcome and may be published if space permits. Submissions will not be returned. The Editor reserves the right to publish, decline to publish, edit or otherwise modify any submission. Editorial material should be sent to the Marin County Bar Association at the above address.
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