THE SPIRIT OF TRUTH The Magazine For The Legal Professional | www.stpetebar.com | Issue May/June 2017 1789 - Government under the U.S. Constitution begins • 1833 - Barron v. Baltimore • 1857 - Dred Scott v. Sandford • 1863 - Gettysburg Address • 1868 - Fourteenth Amendment • 1871 - Civil Rights Act to Enforce Fourteenth Amendment • 1873 - Trial of Susan B. Anthony • 1883 - Civil Rights Cases • 1898 - United States v. Wong Kim Ark • 1905 - Lochner v. New York • 1923 - Meyer v. Nebraska • 1925 Gitlow v. New York • 1932 - Powell v. Alabama • 1948 - Truman Issues Executive Order 9981 to Desegregate U.S. Military • 1954 - Brown v. Board of Education • 1962 - Baker v. Carr/ Apportionment Cases • 1964 - Civil Rights Act • 1967 - Loving v. Virginia • 1978 - Regents of University of California v. Bakke • 1990 Americans with Disabilities Act • 1996 - United States v. Virginia • 2010 - McDonald v. Chicago • 2015 - Obergefell v. Hodges Invested We attribute our success to the success of our clients. For almost four decades we have been Tampa Bay’s leading community bank. When we put our community first, everyone wins. Contact Craig West, Private Relationship Manager at (727) 502-8406 or [email protected]. BUSINESS BANKING PERSONAL BANKING WEALTH MANAGEMENT BankofTampa.com 2 MEMBER FDIC TRUST SERVICES contents PARACLETE: The Spirit of Truth MAY/JUNE 2017 FEATURES 8 WHY USE A CERTIFIED MEDIATOR? By Eric E. Ludin St. Petersburg Bar Association P. O. Box 172 10 LAWYERS AND CIVICS EDUCATION – MYTHS v. FACTS By Erica K. Smith 14 THE POTENTIAL IMPACT OF THE TRUMP PRESIDENCY ON CERTAIN LABOR AND EMPLOYMENT LAWS St. Petersburg, FL 33731 Phone: 727.823.7474 • Fax:727.823.8166 E-mail: [email protected] The mission of the St. Petersburg Bar Association is to serve the legal community, to strengthen the noble calling of the practice of law, and to foster excellence in the profession. By Robyn Rusignuolo 16 ETHICAL ISSUES AND REQUIREMENTS FOR LAWYERS IN COMPENSATING NONLAWYER EMPLOYEES By Joseph A. Corsmeier Executive Director Melissa Byers 727.823.7474 [email protected] Editor Mercy Roberg ALSO IN THIS ISSUE 4 PRESIDENT’S MESSAGE 6 EDITOR’S NOTE 6 MESSAGE FROM 6TH JUDICIAL COURT 18 YLS BEACH VOLLEYBALL 19 MARCH MEMBERS LUNCHEON 20 COMMUNITY LAW PROGRAM 24 PFAWL 26 STETSON REVIEW 28 ST. PETERSBURG BAR FOUNDATION 30 YOUNG LAWYERS’ CORNER 32 WHAT’S UP & WHO’S NEW 32 NEW & REINSTATED MEMBERS 33 CLASSIFIEDS 34 BAR AND COURT NEWS 727.562.7898 [email protected] Paraclete Advertising JoAnn Knight 727.823.7474 [email protected] Design & Production Martin Friedman 727.481.4985 [email protected] Editorial Policy: The Paraclete is published for the members of the St. Petersburg Bar Association. The magazine is published 6 times per year and welcomes submissions for publication. Publishing and editorial decisions are based on the editors’ judgment of the quality of the writing, the timeliness of the article, and the potential interest to the readers of the magazine. From time to time, the Paraclete publishes articles dealing with controversial issues. The views expressed in the Paraclete are those of the authors and not necessarily those of the editors, executive committee or officers of the St. Petersburg Bar Association. No endorsement of those views should be inferred unless specifically identified as the official policy of the St. Petersburg Bar Association. Advertising copy is reviewed, but publication herein does not imply endorsement of any product, service or opinion advertised. Advertising rate cards are available upon request by calling 727-823-7474 and may be downloaded at www. stpetebar.com. © 2017 St. Petersburg Bar Association. 3 PRESIDENT’S MESSAGE By Erica K. Smith The 2016 -2017 SPBA year began with a plan – or, rather, the continuation of a plan. In 2014, under the guidance of President Lucas Fleming and thenPresident-Elect Cary Cash, the SPBA leadership developed a three year strategic plan to take our Association forward to 2017. In our strategic planning session in August 2016, we determined those goals that we had accomplished and those areas yet to be addressed. The Executive Committee worked with me to fit each goal into the framework of the SPBA mission: To serve the legal community, strengthen the noble calling of the practice of law, and foster excellence in the profession. Then, we got to work. As we come to the close of a whirlwind Bar year, I have been reflecting on my time serving as your 92nd SPBA President, our successes, and the work still to be done. It has been a fun, challenging, creative, and rewarding year for those of us in leadership, and I hope that you have found this year’s programming enjoyable, beneficial, and timely. In this – my last – President’s Message, I share with you my final observations as SPBA President: First, the SPBA is working diligently, within the context of its mission, to serve you – its members. I am so excited by – and proud of – the ways in which the SPBA is remaining nimble to address the ever-changing landscape of legal practice. Never content to simply repeat the prior year’s successes, we continue to add new programming, reassess our priorities, and move onward and upward. A few of the exciting initiatives of which I am most proud this year are (1) greater solicitation of feedback from members, (2) more educational opportunities related to technology and starting (and maintaining) a successful law practice, (3) an emphasis in leadership discussions and planning on the topics of access to justice, pro bono, and low bono services (with some exciting plans coming to fruition), (4) reestablishment of ties with the Tampa Bay Times so that we can better use our media relations to improve the public perception of lawyers and judges, (5) increased contact with The Florida Bar leadership and an increased role in the governance of voluntary bars MASTERSON, HOAG & SMITH, P.A. ATTORNEYS AT LAW Personal Injury ■ Medical Malpractice Wrongful Death ■ Legal Malpractice Visit us at www.mastersonlaw.com Proud Sponsor of the St. Pete Bar 4 within Florida, (6) recognition of the role of a voluntary bar in civics education and presence in local, state and national discourse, and (8) programming and education aimed at increasing the wellness and mental health of legal practitioners. Second, the scope of the work and planning the SPBA accomplishes in a given year depends on the leadership of so many gifted individuals. The chairs of our various sections work hard to plan relevant educational programming and fun social events. The members of your Executive Committee contribute their creativity and vision to every board meeting and serve as SPBA liaisons, both with our members and with the community. Our incomparable Executive Director, Melissa Byers, tirelessly energizes us and organizes more moving parts than anyone can imagine, and JoAnn Knight brings us her wealth of institutional knowledge, helping us to forge into the future without forgetting the past. And all of YOU – our members – attend events, bring us your energy, and provide us with your invaluable feedback. The SPBA ceases to exist without you – so show up, volunteer, be engaged and excited – and I know that our Bar will continue to thrive. Third, we are at a crucial juncture in our country and our practice. We are confronted by a vocal, voting populace with demonstrated lack of basic civics knowledge and politicians who seek to diminish the authority of the judiciary, rather than to recognize it as a coequal branch of government. Nationally (American Bar Association) and at the state level (Florida Bar Association), it is being recognized that the legal profession has a duty to engage in non-partisan civics education within the community and to uphold the sanctity of the judicial branch within the public discourse. It is no longer enough for a voluntary bar to plan social events and provide CLEs – there is a greater, more valuable purpose to our professional association. I have tried to lay the foundation this year, along with our current leadership, regarding the direction this can take at the SPBA level, but the implementation is yet to come. Please be prepared and willing to answer the call. Finally, my most personal observation, it has been a true honor and privilege to serve you this year as your President. Certainly this year has been the highlight of my first decade of practice, and I believe at the end of a (hopefully) long career, I will always consider this year a true gift. As I stated in my first President’s Message in the July/ August 2016 issue of the Paraclete, my goal was to be “the right president, at the right time.” I have done my best to do that, and I thank all of you who helped me. I leave you in the capable hands of incoming President Bill McQueen and incoming President-Elect Greg Hoag, who – I have no doubt – will each be the right President, at the right time for the SPBA. Erica K. Smith is an attorney at Fisher & Sauls, P.A., where she practices in the areas of Wills, Trusts, and Estates. She can be reached at (727) 822-2033 or esmith@ fishersauls.com. 5 EDITOR’S NOTE By Mercy Roberg Each year the American Bar Association (ABA) does a phenomenal job of creating, guiding, and planning events in order to celebrate Law Day. The 2017 theme is The Fourteenth Amendment: Transforming American Democracy. As the ABA states on their website, “Through its Citizenship, Due Process and Equal Protection clauses, this transformative amendment advanced the rights of all Americans.”1 The purpose of Law Day is for lawyers and judges to help educate students and the community about the laws of our country. Lawyers have been blessed with knowledge that we, maybe, take for granted on a daily basis. When a lawyer picks up a local newspaper or hears a news story on the radio or television, a lawyer has a high radar for discerning what is missing from the story; lawyers have the capability of understanding the legal implications of the story. Have you ever started a conversation with a non-attorney and as you went deeper into the legal aspects of the story, you noticed their eyes glaze over? Maybe, they started looking at their phone and that was the exact moment you crossed the threshold from someone engaged in your story, to most likely incomprehension, or maybe it was just a boring story! Law Day provides lawyers and judges an opportunity to go into the community and share their knowledge. American Government is usually a half credit in many high schools. Law Day provides another way for students to learn from experts in the field. Lawyers may not consider it their duty to participate in Law Day, or for some this may be the first time you have learned about Law Day, but I encourage each of you to participate in Law Day each year in April. If you take time to look at the ABA’s website, you will see the amount of time and effort that has gone into making resources to help you educate citizens on our legal system. Education is the key to change in democracy. In order for us to continue to protect the rights of our clients, we need to help educate our citizens. Teaching one high school class or one senior center about the Fourteenth Amendment or another legal topic one day out of the year, may not seem like it would make a big difference, but think about the first time your interest was sparked in becoming a lawyer. Maybe, on Law Day you could be the spark for someone else. Use the tools the ABA has provided and INSPIRE! 1. http://www.americanbar.org/groups/ public_education/initiatives_awards/ law-day.html An Important Message from The 6th Judicial Circuit Please consider this a gentle reminder for those members of the St. Petersburg Bar Association whose clients are veterans. Veterans charged with certain crimes as a result of substance abuse or mental health issues are encouraged to take advantage of a special court designed exclusively for them. It’s called Veterans Treatment Court, or VTC, and it functions in both Pinellas and Pasco counties. The aim of this special court is to help veterans deal with their current criminal charges and to stop them from getting into further trouble. It also is designed to help with substance abuse or mental health issues that may have caused or contributed to their legal problems. Only veterans charged with misdemeanors and certain felonies, such as drug-related charges, burglary, grand theft, and battery, may qualify. Those interested should fill out an application available at the Pinellas-Pasco State Attorney’s Office. 6 7 8 LET US BE YOUR COMPETITIVE EDGE 10 offices in Pinellas County 44 offices in Florida 250 offices in the U.S. Mark Stroud 727-520-8837 | [email protected] Adam Noble 727-456-5698 | [email protected] bankozarks.com Member FDIC 9 Why Use a Certified Mediator? By Eric E. Ludin At the time that this article was written, The Florida Bar Alternative Dispute Resolution Section had just forwarded a recommendation to the Supreme Court Committee on ADR Rules and Policy recommending that all mediators who mediate family law or Circuit Civil disputes, be certified. This article gives an illustration of the importance of only using certified mediators. I recently represented a client in a failed mediation. Not only did we impasse, but I left the mediation feeling that the mediator was a hindrance to settlement. Beforehand, I believed the case had a reasonable chance of resolution. Instead, everyone left angry and opportunities for the attorneys to settle after the mediation became significantly less likely. What went so wrong? Almost immediately after arriving at the mediation, I sensed something was off. The mediator did not greet my client. In fact, he basically ignored her throughout the day and rarely, if ever, addressed her directly. He seemed to behave as though the legal issues in the case were too complex for a layperson to understand, directing all his comments to the attorneys. I was put off, not only by this, but also by the fact that he seemed to talk much more than he listened. He also offered an unsolicited and incorrect legal opinion about the dischargeability of the claim in bankruptcy court if the Defendant decided to file before completing the payment plan that was being negotiated. At one point in the mediation, the mediator turned to my co-counsel, who was an out of state attorney, and told him that he felt my co-counsel had behaved unethically in a related proceeding (he had not). This comment not only infuriated me and my cocounsel, but it left my client convinced that the mediator was not neutral and was in fact an advocate for the other party. After that moment, I had to remove the mediator from involvement and deal directly with opposing counsel. However, it was too late to save the mediation from reaching an impasse. Greenbaum Mediation Conference Center ProfessionalConferenceSpaceServingtheLegalCommunity • Freeon-siteParking • FreeWirelessInternet • ComplimentaryCoffee andWater • ConferenceCallCapability • ConvenientDowntown St.PetersburgLocation Professional Building 405 6th Street South, Suite101 St. Petersburg, FL 33701 (727)894-3262 10 After he made his inflammatory comment to my co-counsel, I pulled the mediator aside and asked if he was certified. He told me that he was not because, if he were, he would not be able to handle mediations the way that he wanted. I learned a lesson that day that I will never repeat. Always confirm that your mediator is properly certified before agreeing to use their services. In order to become certified as a mediator in Florida, one must complete a mediation training program which is usually 40 hours depending upon the area of certification (Family law, County Court, Civil Court, etc.). After completion of the course, the applicant must observe a number of mediations in the area of which they seek approval. In addition to undergoing rigorous training, certified mediators must be familiar with and comply with their Standards of Professional Conduct. If a mediator fails to comply with these standards, they can be disciplined and sanctioned. Failing to comply can even result in loss of certification. Rule 10.310 of the Rules for Certified & Court-Appointed Mediators mandates that the parties have sole decision making authority and the right to selfdetermination in the mediation. A mediator violates their ethical standards when they substitute their judgment for the judgment of the parties, coerce a party to make a decision, or allow a party to make a decision based on misrepresented facts. The non-certified mediator in my case consciously interfered with my client’s right to self-determination by excluding her from the discussion and directing all his communications to the attorneys. The mediator also violated Rule 10.330, which requires a mediator to be impartial, and Rule 10.370, which prohibits a mediator from offering personal or professional opinions intended to coerce or unduly influence the parties. By advising my cocounsel, in the presence of our client, that he believed my co-counsel acted unethically, he forfeited the perception of impartiality. My client was furious that an apparent adversary, hired as a mediator, was attempting to broker a settlement. In her view, the mediator was a wolf in sheep’s clothing. A mediator who is not certified cannot be sanctioned for this conduct because they have not agreed to be bound by the rules regulating certified mediators. If you want to confirm if a proposed mediator is certified and in good standing, you can look them up at www.flcourts.org under the Alternative Dispute Resolution (ADR) pages. When you look up a mediator you can see when their renewal date is, whether or not they are in compliance with the continuing mediation education requirements, and whether or not they have any prior sanctions. The Rules for Certified Mediators not only bind the mediator to high ethical standards, but also ensure a much greater probability that the case will settle. These rules are not intended to limit the tools available to the mediator. Mediators can still point out possible outcomes of the case and discuss the merits of a claim or defense. A skilled mediator knows how to direct a client’s attention to the strengths and weaknesses of their case so that the client realizes the benefit to altering their expectations and settling for more or less than they originally wanted. However, central to a quality mediator’s job, is to make certain that the client never loses their right to self-determination. It is the client’s case to settle or impasse without their decision being made by the attorneys or mediator. Eric E. Ludin, Esq. is a founding partner of Tucker & Ludin, P.A. law firm with offices in St. Petersburg and Tampa. He is a Florida Supreme Court Certified Circuit Civil Mediator and past President of the St. Petersburg Bar and St. Petersburg Bar Foundation. 11 Lawyers And Civics Education – Myths v. Facts By Erica K. Smith The American Bar Association and the Florida Bar Association are increasingly advocating that attorneys and judges within the legal profession have a duty to engage in non-partisan civics education within the community and to uphold the sanctity of the judicial branch within public discourse. A significant number of the adult voters in the United States lack even basic knowledge regarding American governance, and members of the St. Petersburg Bar Association are in a unique position to provide a law-focused approach to civics education. For anyone questioning the need for these voluntary services or the appropriateness of involvement by bar associations in organizing efforts to educate the public on these issues, I offer for your consideration the following myths and facts about the role of legal professionals and bar associations in civics and law-related education: MYTH #1: Lawyers and voluntary bar associations do not need to be involved in civics and law-related education because the public knows the information or can figure the issues out for themselves. FACT #1: National and Florida polls and surveys continue to document the limited knowledge held by Americans about civics and the three branches of government. CNN (2016) •10% of college graduates surveyed believed that Judith Sheindlin (Judge Judy) served on the Supreme Court 12 Annenberg Public Policy Center – University of Pennsylvania (July 2014) •64% of those surveyed could not correctly name all three branches of government •35% could not name even one branch of government •33% believed a U.S. Supreme Court decision could be appealed •25% believed that a 5-4 decision of the U.S. Supreme Court would be sent to Congress for resolution FindLaw.com (2012) •Nearly 66% could not name one member of the Supreme Court Center for the Study of the American Dream – Xavier University (2012) •33% of native-born Americans failed the civics portion of the naturalization test (whereas 2.5% of immigrants seeking citizenship failed) •85% of native-born Americans taking the test could not define “the rule of law” •75% of native-born Americans could not correctly answer “What does the judicial branch do?” Harris Interactive Poll of Florida Adults (commissioned by the Florida Bar) (2005) •More than 50% of adult Floridians could not define “separation of powers” •More than 33% of adult Floridians could not define “checks and balances” MYTH #2: Lawyers and voluntary bar associations do not need to be involved in civics and law-related education because the public already respects the judicial branch and would not take action to denigrate its authority. FACT #2: Although Americans’ trust in the judicial branch is still higher than their trust in the executive or legislative branches, the public perception of the judicial branch is still in significant decline. Gallup Poll (September 18, 2015) •Americans’ trust in the judiciary was at a new low of 53%, down from 76% as recently as 2009 Pew Research Council Poll (July 29, 2015) •Unfavorable impression of the U.S. Supreme Court by Americans was 43%, the highest number recorded in 30 years MYTH #3: It is not the place of a voluntary bar association to get involved with civics education of the general public. FACT #3: The Florida Bar Association and the lawyers and judges of Florida have designed a number of programs specifically requesting the support of voluntary bar associations and the participation of lawyers and judges. •Informed Voters Project, a civics education program of the National Association of Women Judges, was created in 2014 to educate voters in a nonpartisan manner about how juries are selected, how an average person can obtain information about a judicial candidate, and the role of the judiciary as a third but equal branch of government. •Benchmarks Adult Civics Education Program was created by The Florida Bar’s Judiciary Committee to enable and encourage attorneys and judges to make presentations to adult gatherings, including civic organizations, to teach general civics principles. •“Vote is in Your Court” Program was created by The Florida Bar in 2012 to educate Florida voters about the nature, operation, and mechanics of judicial retention elections. •Justice Teaching, created by Florida Supreme Court Justice R. Fred Lewis in 2006, places a judge or attorney volunteer in every public school in Florida to implement a nonpartisan, law-focused approach to civic education through interactive lessons (for elementary through high school classrooms). civics education in our community, •Florida Law Related Education we would significantly benefit civics Association, Inc., created in 1984 and law-related education. with the assistance of The Florida Bar and The Florida Bar Foundation, works alongside the legal, education, and judicial communities to strengthen the state’s civic infrastructure and provide lawfocused civic education training, curriculum materials, partnerships, public policy models, academic competitions, and simulations. MYTH #4: The actions of the lawyers and judges of the St. Petersburg Bar Association will be insignificant and unable to make a real difference. FACT #4: If even 10% of the lawyers and judges in the St. Petersburg Bar Association became involved in It is our duty and unique privilege, as members of the legal profession, to take an active role in non-partisan law-focused education of the public regarding such topics as judicial merit retention, the function of the court system, and the role of the Judicial Branch within American government. I would urge each member of the St. Petersburg Bar Association to get involved and to use your legal perspective and knowledge to educate others. Together we can make a difference! Erica K. Smith is an attorney at Fisher & Sauls, P.A., where she practices in the areas of Wills, Trusts, and Estates. She can be reached at (727) 822-2033 or [email protected]. 13 The Potential Impact of the Trump Presidency on Certain Labor and Employment Laws By Robyn Rusignuolo No matter your political party affiliation, one thing we can all likely agree on is that there is a dramatic contrast in philosophy between President Obama and President Trump in many respects. The area of labor and employment law is no exception. Under the Obama administration, many employment-related laws and initiatives were enacted to promote workers’ rights, increase wages, and even require certain employers to provide health insurance to employees. If President Trump’s actions in the first few months of his presidency are any indication, several of these laws and initiatives will be abolished or changed. This article explains some of the ways employers may be impacted. has not taken a definitive public stance on the issue, although DOL secretary nominee Alexander Acosta recently questioned the legality of the rule while testifying before a Senate Committee, and also suggested that an increase to annual salary of $33,000 may be more appropriate.3) There are several legal issues surrounding the rule’s implementation that are currently being challenged, but during this period of uncertainty, employers should remain proactive. Specifically, employers should ensure their employees are properly classified as exempt and should also keep records of the hours worked by employees with salaries falling below $913 per week until the issue is resolved. The DOL Overtime Rule The Affordable Care Act One of the Obama administration’s more controversial reforms was the Department of Labor’s (DOL) May 2016 overtime rule. In part, the rule raised the minimum salary an employee must earn in order to qualify as overtime exempt from $455 per week to $913 per week.1 This increase was scheduled to go into effect on December 1, 2016, and it would have impacted an estimated 4.2 million workers.2 However, on November 22, 2016, a federal judge blocked the rule by granting a motion for a nationwide injunction filed by 21 states and a coalition of business groups. The Department of Justice is appealing the decision, but for now the injunction is in place, preventing the rule from taking effect. The Affordable Care Act (ACA) was perhaps the Obama administration’s most significant employer-related reform. The ACA requires, in part, that employers with 50 or more full-time employees, or the equivalent, provide health insurance that is affordable and provides minimum value to 95% of their full-time employees and their children up to age 26.4 Employers who fail to do so are subject to monetary penalties.5 This “employer mandate” has been one of the most debated elements of the ACA. Under the Trump administration, it is a possibility that the $455 salary level, which has not been increased since 2004, will be increased, but most likely not to $913. (President Trump 14 President Trump’s campaign centered, in part, around his promise to repeal the ACA. Shortly after his inauguration, House Republicans began working on new legislation to replace the ACA, and in March 2017, the American Health Care Act of 2017 (AHCA) was introduced.6 The AHCA was markedly different from the ACA. For example, it effectively abolished the employer mandate, allowed higher health savings account contributions, capped certain funding for Medicaid, and allowed insurers to charge older customers up to five times the premium of younger customers.7 On March 24, 2017, President Trump and Speaker of the House Paul Ryan withdrew the AHCA after it became apparent it did not have enough support to become law. For now, the ACA remains in place although President Trump has indicated that ACA repeal and replace efforts will continue.8 Immigration President Trump campaigned heavily on strengthening immigration laws. Shortly after his inauguration, President Trump called for the hiring of 15,000 additional immigration agents,9 and the Department of Homeland Security (DHS) issued memoranda outlining sweeping plans for immigration enforcement and deportation.10 Employers could be impacted by immigration reforms in several ways. For example, employers may experience increased activity related to workplace immigration compliance, including more workplace Immigrations and Customs Enforcement investigations and an attempt to mandate the use of E-Verify, the federal government’s online database through which employers can verify an employee’s identity and work authorization. In addition, DHS is taking steps to prevent the use of fraudulent H1B visas, including conducting onsite investigations.11 In the meantime, employers can be proactive with respect to immigration compliance by ensuring they are accurately completing Form I-9s, complying with any E-Verify requirements, and monitoring visa expiration dates. The National Labor Relations Board The National Labor Relations Board (NLRB) and the laws under its purview may also change significantly during the Trump administration.12 During the Obama administration, the NLRB was widely considered to be pro-labor, expanding workers’ and unions’ rights. It is suspected that President Trump will appoint more business-friendly board members who may limit some of the expansions granted under the Obama administration. For example, a new NLRB may overturn the jointemployer standard established in Browning-Ferris Industries of California, Inc.,13 as well as limit the expansion of employees’ Section 7 rights. In conclusion, President Trump’s policies with respect to labor and employmentrelated laws differ dramatically from those of his predecessor. Employers may be impacted by these differences in many ways, including, but certainly not limited to, those listed above.14 Employers will be well-served to monitor these areas to keep abreast of any changes and remain compliant. Robyn Rusignuolo is the Chief Legal Officer and Executive Vice President of Modern Business Associates, Inc. (MBA), a PEO and HR outsourcing firm headquartered in St. Petersburg, Florida. MBA has been providing clients nationwide with customized payroll, benefits, risk management, and strategic HR solutions for 20 years. 1. https://www.dol.gov/whd/overtime/final2016 2. https://www.dol.gov/whd/overtime/final2016/overtimeFinalRule.pdf 3. https://www.shrm.org/resourcesandtools/hr-topics/talent-acquisition/pages/trumpacosta-dol-overtime-rule-inflation.aspx 4. http://housedocs.house.gov/energycommerce/ppacacon.pdf 5. Id. 6. http://thehealthcareblog.com/blog/2017/03/22/the-ahca-full-text-draft 7. https://en.wikipedia.org/wiki/American_Health_Care_Act_of_2017 The Supreme Court 8. https://twitter.com/realDonaldTrump/status/848519587675201538 This article would be incomplete without mentioning the impact of President Trump’s appointment of at least one justice to the United States Supreme Court. As all Paraclete readers know, the newly-appointed justice (or justices) will have a lasting and significant impact on all areas of law, including labor and employment. 9. https://assets.donaldjtrump.com/Immigration-Reform-Trump.pdf 10. https://www.dhs.gov/executive-orders-protecting-homeland 11. http://www.reuters.com/article/us-usa-immigration-visas-idUSKBN1752CQ 12. See generally http://www.natlawreview.com/article/changing-guard-what-to-expecttrump-nlrb (outlining precedential decisions established by the NLRB during the Obama administration that may be revised or reversed by a Trump-appointed NLRB) 13. 362 NLRB No. 186 (Aug, 27, 2015) 14. The Trump administration will likely impact other areas and key employment agencies not detailed in this article, such as the Equal Employment Opportunity Commission and the Occupational Safety & Health Administration. 15 Ethical Issues and Requirements for Lawyers in Compensating Nonlawyer Employees By Joseph A. Corsmeier This article will discuss the ethical considerations for lawyers when compensating non-lawyer employees. State Bar disciplinary rules, including Florida Bar Rule 4-5.4(a), prohibit lawyers from sharing legal fees with nonlawyers. The Comment to The Florida Bar Rule states, “The provisions of this rule express traditional limitations on sharing fees. These limitations are to protect the lawyer’s professional independence of judgment…” Notwithstanding this prohibition, the Bar rules provide for exceptions. Bonuses Florida Bar Rule 4-5.4(a)(4) states that “bonuses may be paid to nonlawyer employees for work performed, and may be based on their extraordinary efforts on a particular case or over a specified time period. Bonus payments shall not be based on cases or clients brought to the lawyer or law firm by the actions of the nonlawyer. A lawyer shall not provide a bonus payment that is calculated as a percentage of legal fees received by 16 the lawyer or law firm…” In Florida Bar Ethics Op. 02-1 (1/11/02), the lawyer requested an ethics opinion regarding the following question: “May I bonus a non-lawyer employee based on the number of hours the non-lawyer employee has worked on a case for a particular client?” The lawyer stated that “I would like to bonus my employees based on their own productivity. I would not be utilizing any portion of the fees received by me for that purpose.” The opinion concluded: “Based on the rules and opinion, the inquiring attorney may pay the legal assistant a bonus based on the legal assistant’s extraordinary efforts on a particular case or over a specific period of time. While the number of hours the legal assistant works on a particular case or over a specific period of time is one of several factors that can be considered in determining a bonus for the legal assistant, it is not the sole factor to be considered. It must be remembered that the rule allows a bonus to be paid to a nonlawyer based on “extraordinary efforts” either in a particular case or over a specific time period. A bonus which is solely calculated on the number of hours incurred by the legal assistant on the matter is tantamount to a finding that every single hour incurred was an “extraordinary effort”, and such a finding is very unlikely to be true. Therefore, unless every single hour incurred by the legal assistant was a truly extraordinary effort, it would be impermissible for the inquiring attorney to pay a bonus to his legal assistant calculated in the manner the inquiring attorney has proposed. However, the number of hours incurred by the legal assistant on the particular matter or over a specified time period may be considered by the lawyer as one of the factors in determining the legal assistant’s bonus.” (emphasis added). Pension, Profit Sharing, and Retirement Plans Florida Bar Rule 4-5.4 (b) states that a “lawyer or law firm may include nonlawyer employees in a qualified pension, profit-sharing, or retirement plan, even though the lawyer’s or law firm’s contribution to the plan is based in whole or in part on a profit-sharing arrangement.” ABA Informal Opinion 1440 also states that a compensation plan proposed for an office administrator which relates to the net profits and business performance of the firm and not to specific fees does not violate the model rules. New York State Bar Assoc. Ethics Op. 887 (2011) states that a law firm may pay a marketing employee a bonus based on the firm’s profits, the profits of a department, or as a percentage of the marketer’s salary; however, the bonus cannot be based on referrals of specific legal matters or on firm profits from cases that the marketer brought to the firm. District of Columbia Ethics Op. 322 (2004) states that a nonlawyer employee may not be paid a bonus based on fees the firm receives from specific cases, but may be paid a bonus based upon the firm’s overall profitability. Referrals Unless there is an exception, lawyers are prohibited from paying nonlawyers based on the referral of specific clients to the firm. Florida Bar Rule 4-1.17(b) states that a lawyer “may not give anything of value to a person for recommending the lawyer’s services, except that a lawyer may pay the reasonable cost of advertising permitted by these rules, may pay the usual charges of a lawyer referral service, lawyer directory or other legal service organization, and may purchase a law practice in accordance with rule 4-1.17.” A lawyer cannot circumvent the rules by providing non-monetary “gifts.” Such gifts would most likely be something “of value” under Florida Bar Rule 4-1.17(b) and would be prohibited under that rule. The key issue is whether something “of value” is exchanged for future referrals. something “of value” to accounting firm; Pennsylvania Bar Association in Op. 2005-81 states that a lawyer may not give a nonlawyer employee a paid day off for referring a new client to the firm; and Connecticut Informal Ethics Op. 92-24 (1992) states that a lawyer may not give indirect benefits, including gifts, to a client who made referrals to a lawyer. Lawyers must be aware of the Bar rules governing compensation to nonlawyers to fully comply with the Bar rules and avoid an unintentional violation. Joseph A. Corsmeier is a MartindaleHubbell “AV” rated attorney who practices in Clearwater, Florida. His practice consists primarily of the defense of attorneys and licensed professionals in disciplinary and admission matters, expert analysis and opinion and court testimony on ethics and liability issue, and estate planning. Examples include: Maryland Ethics Op. 2000-35 (2001) states that lawyers who participate as panelists in seminars offered by accounting and financial services companies, in exchange for referrals, could be interpreted as giving 17 A Great Day of Sun, Sand, and Volleyball! YLS Beach Volleyball Tournament Held March 25, 2017 Thank You Sponsors: The Florida Bar Young Lawyers Division 18 A Wonderful Evening to Honor Our History Past Presidents’ Reception SPONSORED BY: March 23, 2017 March Membership Luncheon The St. Petersburg Bar Association Celebrated and Honored Membership/Program Coordinator JoAnn Knight for her 30 Years of Service! Thank You for your many years of dedicated service JoAnn! 19 is a non-profit corporation formed in 1989 by members of the St. Petersburg Bar Association concerned about the civil legal needs of low income residents of Southern Pinellas County, Florida. Over the years, CLP has recruited a panel of approximately 400 St. Petersburg area attorneys who provide free assistance to thousands of people in need of civil legal assistance each year. To volunteer for pro bono service, contact Community Law Program at 727-582-7480. By Kimberly Rodgers Family Law Video Project Community Law Program is pleased to announce the launch of a new initiative designed to educate the general public, particularly pro se litigants, involved in family law proceedings. Statistics from the Pinellas County Justice Odyssey Case Management System show that of the 12,007 family law cases filed in Pinellas County in 2016, 9,764 (81%) involved pro se petitioners; 10,566 (88%) involved pro se respondents. These statistics, coupled with our personal observations of the clients we serve, reveal an overwhelming number of unrepresented litigants. The vast majority do not have a clue about the law or what they have to do to advance their case once filed. For instance, if I had a dollar every time a pro se family law litigant told me that he or she had filed his or her case but the court has not yet called to set a hearing, I would be very wealthy. While representation by an attorney is the ideal remedy to this problem, not everyone can afford an attorney. Moreover, legal aid and pro bono organizations like ours have limited resources. As a result, we must prioritize by providing representation to those most in need. There are many other resources available to help pro se litigants proceeding in family law, such as the Clerk’s Self Help Centers and our family law clinics, but more can and should be done to help people, not only access the courts, but also effectively navigate through the court process. At first glance, this appears to be a simple project. Topics for videos of this nature are seemingly endless. Some videos that could be useful may also already exist. In addition, some would think that all we need is a lawyer who likes to talk (and we all know plenty of them), an iPhone, and YouTube, right? Wrong. Our new video project is aimed at providing an additional resource in a technologically relevant and effective way. We plan to accomplish this by developing and producing a series of 5 – 10 minute videos on a variety of topics, including but not limited to, First, this project should be a collaborative and circuit-wide effort. I want us to involve members of the Family Law Judiciary, the private bar, the legal aid community, court & clerk personnel, and others so we can collectively decide on the scope MEDIATION Florida Supreme Court Certified for Circuit Civil and Federal Mediations 20 basic principles in divorce law, case progression, preparation for court, alternative dispute resolution, etc. Once completed, we will have a tool (or a set of tools) that could help far more people than we could ever hope to assist directly. Christopher C. Ferguson 770 Second Avenue South St. Petersburg, Florida 33701 Telephone: (727) 823-5000 Facsimile: (727) 894-1023 Email: [email protected] floridamediators.org (scheduling) and content of each video. Next, we will need scriptwriters for each video and someone to be featured in each video. Next, we need the videos to be produced professionally and in a format that is available and accessible to the hearing impaired and to non-English speaking people. We will need funding and/or in-kind videography support for this phase of the project. Finally, once the videos are produced, I would like all of our stakeholders to have links to them on their websites, especially the court and clerk sites. Beyond that, it would be incredible if the court could then adopt an administrative order that would require people proceeding pro se to view the videos. Accomplishing all of this is likely to take some time, but I am pleased that we are beginning the process. Local family law attorney, Rachael Stanger, who also serves on CLP’s board of trustees and is chair of our programs Speaking of Technology Now, thanks to generous financial contributions from local attorneys, Raleigh “Lee” Greene and Stewart Olson, CLP was able to purchase a wireless projector and a laptop for this class. We now use this new technology in conjunction with a stepby-step PowerPoint presentation, which was prepared by Brigette Perl, a May 2017 graduate of Stetson University College of Law, when she interned with our office. I am also happy to announce that CLP’s Divorce Forms Class has entered the 21st Century! For years, CLP has helped pro se litigants complete all the Supreme Court approved Family Law Forms needed to start a divorce by holding a class each month at our office. During this class, a volunteer attorney would go over each form using an overhead projector and the forms on transparencies. The added benefit to having this new technology is that it makes it easier for an attorney otherwise unfamiliar with family law as well as a non-attorney to participate in this clinic and/or otherwise help pro se litigants complete forms through our organization. If you would like to get involved with our family law forms clinic, please contact Linda Ramirez at [email protected] or at (727) 582 – 7837. subcommittee, is going to help start this process. Rachael will be reaching out to folks whom we think might want to be involved with this process. If you would like to join our planning committee, please contact Rachael Stanger at [email protected], or at (727) 898 – 5203. Our kickoff meeting for this endeavor will take place soon. Stay tuned for updates! GREENE & GREENE Raleigh “Lee” Greene Megan M. Greene Raleigh “Billy” Greene Your Tampa Bay Attorneys for: Trust Litigation Probate Litigation Family Law Fiduciary Disputes Collaborative Law Guardianships (727) 821-2900 401 Fourth Street North, St. Petersburg, FL 33701 21 Employment Disputes Put Your Client’s Business in Jeopardy Let Our Team Help You Protect Their Interests Englander Fischer has earned its reputation through courtroom experience and a dedication to vigilantly protecting clients’ rights. We have litigated both sides of a wide variety of business disputes, applying practical observations to focus on client objectives. If your client is facing high exposure post-employment confidentiality, trade secret, restrictive covenant or non-solicitation litigation, consider our employment litigation team as co-counsel for your case. To learn more, please give us a call or visit our website. 721 First Avenue North | St. Petersburg, FL 33701 | 727-898-7210 | eflegal.com St. Petersburg Bar CLE Audio CD’s Available For a complete list of titles, visit www.stpetebar.com under Download/Forms on the hompage menu. For more information, contact 727-823-7474. 22 St. Petersburg Office: City Center, Suite 701, 100 2nd Avenue South St. Petersburg, FL 33701 Telephone: (727) 822-2033 • www.fishersauls.com Louie N. Adcock, Jr. William H. Bartlett Stephen C. Chumbris John M. Hamilton III Terry L. Hirsch Lyndy C. Jennings Robert Kapusta, Jr. Bruce Marger Thomas H. McLain, Jr. Marilyn M. Polson C. Hunter Rawls Erica K. Smith Kenneth E. Thornton 23 Back by popular demand, and in support of Women’s Health Month, PFAWL is holding its May Social and Annual Membership Drive on May 2, 2017 from 5:00 p.m. – 8:00 p.m. at Nouvelle Beauty Bar, 475 Central Avenue, St. Petersburg. Please join us for an evening of pampering, drinks, appetizers, delightful company, and the opportunity to get to know PFAWL! This event sells out early every year. Don’t miss out! Further details will be provided on Facebook and our website – www.pfawl.org. Thank you to Event Sponsors, U.S. Legal Support and BB&T Wealth! On Monday, May 8, 2017, PFAWL’s YLD will be hosting a Makers’ Fair as part of a community outreach program. Funding is provided through an AOC grant. The event will be held at Maximo Elementary, 4850 31st Street South, St. Petersburg, for children in Kindergarten through Fifth grade from 6:00 p.m. – 8:00 p.m. The program will expose and inspire children in the areas of science, technology, engineering, and mathematics (STEM) through the use of fun, hands-on, age-based activities. Volunteers are needed! Please contact Megan Hurchalla at [email protected] with any questions regarding the event. Our parent organization, The Florida Association for Women Lawyers, will be holding several events in conjunction with The Florida Bar Annual Meeting on June 21, 2017 to June 24, 2017 at the Boca Raton Resort & Club. Events include a CLE on MicroInequities: The Power of Small, a cocktail reception, the annual installation and awards gala, and a board of directors meeting. Please check their website – www.fawl.org – for further details. Hope to see you there! PFAWL will be holding our June Social 24 on Tuesday, June 6, 2017, from 6:00 p.m. – 8:00 p.m. – location TBD. Please check our website – www.pfawl.org – and Facebook for further details. Our events wouldn’t be possible without the support of our sponsors. PFAWL truly appreciates our Annual Sponsor, The Fran Haasch Law Group; as well as the Event Sponsors of our March Social and Technology CLE, Hamilton Law, Imagine Home Organization, and the Container Store; and April Social sponsor, Clarity Finances. PFAWL is devoted to actively promoting the advancement of women in the legal profession and furthering the common interests of its members by encouraging camaraderie and learning. PFAWL is committed to issues concerning our legal community, especially the challenges women encounter within it. PFAWL seeks to promote women’s opportunities and rights by enhancing the visibility of women within the legal profession and within communities by creating and maintaining supportive networks among women in legal and other professions. Membership in our organization is open to every attorney and law student that supports the organization’s mission, and we encourage both men and women to participate in and attend our socials and events. Join or renew your PFAWL membership today and get up to two months of membership FREE! For membership inquiries, please contact Laura Jo Lieffers at [email protected] or visit www.pfawl.org. Bottom row from left to right: The Honorable Pamela Campbell of the Sixth Judicial Circuit; Kristina Feher, PFAWL Secretary; Shavarne Dahlquist, PFAWL Public Relations Director; and Katherine Yanes, President of the Federal Bar Association Tampa Bay Chapter. Top row from left to right: Chloe Wells, FAWL at Stetson President; and Natalie Yello, Ms. JD Fellow Find the right place the first time. WE CAN HELP YOU FIND THE FACTS… PINELLAS COUNTY PROCESS SERVER INVESTIGATION • ACCIDENT • BACKGROUND • CHILD CUSTODY • CRIMINAL • MISSING PERSON • NATIONWIDE FINANCIAL As criminal defense attorneys, we have experience with placing individuals in treatment facilities, including negotiating contracts. COVERT SURVEILLANCE OPERATIONS • DOMESTIC • INFIDELITY • INSURANCE FRAUD • WORKERS’ COMPENSATION Contact us to receive a copy of this guide and discuss any questions you might have about this process. FlemingLawGroup.com (727) 323-4020 MARK H. LYNN 727-254-1994 254-220-2511 Keck Investigation Service is committed to providing you with the highest quality services in a timely and cost efficient manner. Professionalism. Confidentiality. Reliability. Quality. These represent and define our core values. Please visit www.keckinvestigation.com for more information. Veteran Owned and Operated Licensed and Insured Lucas Fleming DAVID G. KECK No matter the problem you face, you have found the private investigators that can help! Keck Investigation Service Tampa Bay Area Agency Number: A1100081 INJURY LAWYERS (727) 201-9944 3637 4th Street North, Suite 101 St. Petersburg, FL 33704 www.BeltzandBeltz.com We pay referral fees in accordance with the Rules Regulating the Florida Bar 25 By Christopher M. Pietruszkiewicz Dean and Professor of Law, Stetson University College of Law Stetson Law Partners with Bay Pines VA Healthcare System, Bay Area Legal Services, and Gulfcoast Legal Services to Help Veterans In previous Paracelete columns, I have written to express my appreciation to the members of the St. Petersburg Bar Association for your ongoing pro bono work with our Veterans Law Institute and Veterans Advocacy Clinic. Your legal expertise is invaluable to our students, as the clinic provides representation to Tampa Bay area veterans appealing VA decisions that 26 deny them from receiving disability benefits. I have also written that our VLI is believed to be the first law school to have a partnership with a medical school. In 2013, Stetson Law and the University of South Florida (USF) Health teamed our law students with medical, nursing, public health, pharmacy, and physical therapy students to provide combined services for veterans. On February 15, Stetson took another major step forward in our services for veterans as I signed a new medicallegal partnership. Stetson University College of Law’s Veterans Law Institute has joined forced with the Bay Pines Veterans Administration Healthcare System, Bay Area Legal Services, and Gulfcoast Legal Services. Qualifying low-income veterans in the area will have greater access to free civil legal services through this new partnership. Veterans can secure legal assistance for non-criminal offenses in a range of areas, from veterans benefits and Social Security disability benefits to family law matters, guardianship, and landlord-tenant disputes. This agreement allows Stetson Law students to provide additional services for veterans by working with social workers at the Veterans Administration and two of our graduates who now serve as legal aid attorneys – Cherilyn Hansen ’16 and Julie Ann Embler ’14. Cherilyn is an Equal Justice Works Fellow at Gulfcoast Legal Services, helping veterans with their VA disability benefits. Julie provides civil Stetson Law Dean Christopher Pietruszkiewicz signs a new medical-legal partnership on Feb. 15 at Bay Pines VA. legal services to veterans through Bay Area Legal Services. This is another historic milestone in Stetson’s commitment to help serve those who have served us so well. If you would like to work with our law students, help our military veterans, learn more about our project, or donate to our VLI, please visit www. stetson. edu/law/veterans. Thank you. Associate Professor of Legal Skills and Director, Veterans Advocacy Clinic, Stacey-Ray Simcox counsels a veteran regarding a disability claim. L-R Stetson Law student & clinic volunteer-Joshua Miller, Julie Ann Embler ’14, Dean Pietruszkiewicz, Cherilyn Hansen ’16 27 The mission of the St. Petersburg Bar Association is to fund, develop and promote efforts which enhance the legal profession and encourage better public understanding and access to the judicial sysem. By Beth Jenkins Casey Holidays In July: The Most Wonderful Time of the Year officially a family now. Holidays in July was a part of a joyous day in the life of this family – what an awesome thing to be a part of! “It’s the most wonderful time of the year,” says Andy Williams. While Mr. Williams was talking about Christmas, I like to think his phrase also applies to Holidays in July. What is Holidays in July, you ask? That’s an excellent question. Every year, the St. Petersburg Bar Foundation and the St. Petersburg Bar Association’s Young Lawyers Section produces a day of fun and frivolity for foster children and their foster families. The children who attend have gone through tough times and dealt with more than any child should be asked to deal with. So, creating a time and place for them to relax, be kids, and bond with their foster families is the goal. The Holidays in July committee arranges for the families to come to Sunrise Lanes for bowling, lunch, gifts, and a visit from one of our local sports mascots. Last year, we raised enough money that each child also received tokens for the newly-renovated game room – which was a very popular addition to the day. When the families arrive, they are partnered with a volunteer (usually a member of our legal community) who will help them get set up and guide them through the day. After they bowl 28 for a while, they are called for lunch time in the snack bar. After lunch, they can return to bowling or spend time in the game room. During the afternoon, the groups are called to the gift room where each child is able to select a gift to take home. The delight on the children’s faces as they see the mounds of gifts and the seriousness with which they approach their gift selection, is a delight to watch. Some of the foster children will be re-united with their biological parents and their stay with their foster families is only temporary. For other children, it will be a longer journey to a permanent home. One of my favorite Holidays in July memories is from several years ago. Two foster parents came up to thank us for putting the day together. They and their foster children (two brothers and a sister) had previously attended the event and everyone had really enjoyed it. When the children heard the event was to be held again, they were excited and looking forward to the day. Their foster parents shared with us that they were taking this special day to tell the children that their adoption paperwork had gone through and that they were The above moment was exceptional but there are many other moments each year that make being a part of Holidays in July one of the best times of the year, seeing a child smile a genuine smile, seeing foster parents be able to spend time with and relate to their foster children, just being able to make life easier, and hopefully fun, for everyone. Providing an opportunity for everyone to relax and enjoy time together is a truly rewarding experience. This is an amazing event and one that I have had the privilege of being involved with for the last six years but it would not be possible without the continuing support of the St. Petersburg legal community. We are always in need of volunteers for the event itself, donations of toys and gift cards, and, of course, monetary sponsors. You will start seeing information about sponsorship opportunities and I would ask you to please consider supporting this incredible event this year. Beth Jenkins Casey is an Assistant Director of Career Development at Stetson University College of Law. She is a graduated from the University of Florida with her B.S. in Journalism and received her Juris Doctor from Stetson Law in 2009. Prior to returning to Stetson, she had the privilege of practicing marital and family law with her father, Ernest Jenkins at Jenkins & Kaiser, P.A. 29 By Stephen Lewellyn As the bar year comes to an end, I wanted to take this opportunity to say it has been an honor to serve as your YLS Chair this year. The YLS has been quite active and I am proud of our accomplishments. Early this year we presented a grant to the Florida Bar YLD at the Affiliate Outreach Conference to fund a new project and partnership with the Unified Family Court. We were awarded over $1,700 to help fund the project, which provides children with fun activities while visiting the court to help reduce stress caused by going through dependency court proceedings. We also held an amazing Triva Night event to promote diversity and inclusion within our bar and legal community. Additionally, we held an inaugural YLS volleyball tournament to promote health and wellness. The volleyball tournament was held at Gulfport Beach and it was an amazing day filled with friendly competition. A big thank you to Judge Hessinger, Judge Minkoff, and Judge Helinger for being line judges! These are only a few of our accomplishments this year and we could not have achieved them without the dedication of our amazing committee. Thank you, Steven Cozzi, Megan Jarrett, Joe Murphey, Lauren Pulido, Megan Roach, Lauren Rubenstein, and Alexandra Taylor for helping to make this such a great bar year. We truly could not have done it with without your help! Finally, I am looking forward to next year under the leadership of Lauren Rubenstein as our YLS Chair. Over the past couple of years, I have had the pleasure and honor to work with Lauren in planning and executing YLS programming. Lauren has tremendous vision and we are very are lucky to have her as our next YLS Chair. Thank you, again, for such a great year! HARBOR INSURANCE GROUP Specializing In: Professional Liability Auto • Home Boat • Business Call or go Online for your Free Quote Mike Wagner 810 63rd Avenue North St. Petersburg, FL 33702 (727) 528-2240 www.Harborins.net 30 IMAGING SOLUTIONS Gary’s House Painting Creating Happiness with Color Serving Florida’s Pinellas County • 727-536-5412 RECORDS MANAGEMENT DATA STORAGE SECURE SHREDDING Gary’s (727) 573-3900 LIC. #C4477 ST. PETERSBURG/CLEARWATER, FL Largo, Florida (813) 231-0900 727-536-5412 TAMPA, FL (864) 392-0900 BUSINESS RECORDS MANAGEMENT GREENVILLE/SPARTANBURG, SC Today’s solution for yesterday’s business (855) 573-3900 INFORMATION TOLL FREE SSBRM.com Roof & House Painting SECURELY MANAGED [email protected] Gary’s Painting serves all of Pinellas county including; St. Petersburg, Clearwater, Largo, Safety Harbor, Dunedin, Seminole, Belleair, Belleair Bluffs, Palm Harbor, Pinellas Park and Largo. Learn more at: www.garysroofandhousepainting.com MAKE YOUR DIVORCE AGREEMENTS MORE AGREEABLE As a team with a Certified Divorce Financial analyst, we specialize in financial issues specific to divorce. By analyzing the financial outcomes of multiple settlement scenarios, we can show you the long-range projections of what is being offered and what alternatives are available to both parties. Contact Marcy Person, CDFA™ at 727.567.1808 or [email protected]. MARCIA F. PERSON, CDFA™ Senior Vice President, Investments [email protected] SEAN C. KELLY, CFP®, CIMA™ Senior Vice President, Investments [email protected] ROSS D. PREVILLE, WMS Senior Vice President, Investments [email protected] DANIEL H. KELLY, WMS Associate Vice President, Investments [email protected] One Progress Plaza, Suite 165 // St. Petersburg, FL 33701 // P 727.551.5222 // TF 800.624.6369 // stpetewealth.com Certified Divorce Financial Analyst® and CDFA™ are trademarks of the Institute for Divorce Financial Analysts™ in the U.S. and/or other countries. ©2016 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC 16-BR33A-0124 TA 1/16 31 May/June 2017 What’s Up & Who’s New International law firm Greenberg Traurig, P.A. has expanded its Intellectual Property Practice with the addition of Woodrow H. Pollack as a Shareholder in the Tampa office. Pollack will be a member of the firm’s Intellectual Property & Technology Practice Group. Pollack, a registered patent attorney, devotes his practice exclusively to intellectual property and is focused on litigating complex patent, trademark, copyright, trade secrets, and other intellectual property disputes. He also has extensive experience in both patent and trademark prosecution and licensing. Proctors for the February 2017 Bar Examination The Florida Board of Bar Examiners wishes to acknowledge with appreciation the following St. Pete Bar member volunteers for their assistance in proctoring the Bar Examination held February 21-22, 2017, at the Tampa Convention Center: William D. Bonezzi, Michelle T. Fanger, Kristina E. Feher, Christina Z. Pacheco, and Rocky L. Rinker. The success of the examination was due in no small part to their able assistance. 32 New & Reinstated Members BURGESS, CHAD 101 E. Kennedy Blvd., STE 3700 Tampa, FL 33602-5195 Phone: 813-222-8733; Fax: 813-221-2900 Email: [email protected] Undergraduate degree from St. Petersburg College; J.D. from Stetson University College of Law. Admitted to The Florida Bar in 2013. Mr. Burgess is an associate at Hill Ward Henderson P.A. COSTA, CAITLIN E. 2102 W. Cleveland St. Tampa, FL 33603-1722 Phone: 813-253-3363; Fax: 813-253-2553 Email: [email protected] B.S. from University of Central Florida; J.D. from Stetson University College of Law. Admitted to The Florida Bar in 2014. Ms. Costa is an associate at Michael P. Maddux, P.A. GILBERT, MICHELLE G. 2313 W. Violet St. Tampa, FL 33603-1423 Phone: 813-443-5087; Fax: 813-443-5089 Email: [email protected] B.A. from University of South Florida; J.D. from University of Notre Dame. Admitted to The Florida Bar in 1986. Ms. Gilbert is a partner in Gilbert Garcia Group, P.A. GOSSARD, MOLLY 405 6th St. S., Suite 102 St. Petersburg, FL 33701-4446 Phone: 727-502-2304 Email: [email protected] B.A. from Ohio Northern University; J.D. from Stetson University College of Law. Admitted to The Florida Bar in 2006. Ms. Gossard is an associate with Boyer & Boyer, P.A. JONES, CHRISTOPHER RYAN 360 Central Ave., STE 1000 St. Petersburg, FL 33701-3878 Phone: 727-898-8100; Fax: 727-895-4838 Email: [email protected] B.B.A. from University of Georgia; J.D. from Stetson University College of Law. Admitted to The Florida Bar in 2006. Mr. Jones is a partner at Traub, Lieberman, Straus & Shrewsberry, LLP. MIKSIS, ARTHUR M. 5109 Central Ave. St. Petersburg, FL 33710 Phone: 727-367-1080; Fax: 727-367-9940 Email: [email protected] B.S. from Boston University; J.D. from Florida Coastal School of Law. Admitted to The Florida Bar in 2010. Mr. Miksis is an associate at McDermott Law Firm, P.A. OCKER, AMANDA K. 7701 Tampa Point Blvd. Tampa, FL 33621-5323 Phone: 813-826-8080 Email: [email protected] B.B.A. from University of Kentucky; J.D. from University of Cincinnati. Admitted to the Ohio State Bar. Ms. Ocker is employed by the Department of Defense as a Contract Specialist. PERRON, ANDRE 3119 Manatee Ave. W. Bradenton, FL 34205-3350 Email: [email protected] B.A. from Tulane University; J.D. from Quinnipiac. Admitted to The Florida Bar in 1987. Mr. Perron is a partner at Barnes, Walker, Goethe, Hoonhout, Perron & Shea, PLLC. RANDLE, JATINIQUE 8800 Hidden River Pkwy. Tampa, FL 33637-1028 Phone: 813-604-4419; Fax: 813-604-4410 Email: [email protected] Undergraduate degree from University of South Florida; J.D. from Howard University School of Law. Admitted to The Florida Bar in 2016. Ms. Randle is employed as a Contract Specialist at Citibank, N.A. STINSON, SHERRI 6685 13th Ave. N., STE 2C St. Petersburg, FL 33710 Phone: 727-381-9800; Fax: 727-381-1115 Email: [email protected] B.A. from Emory University; J.D. from University of Florida Levin College of Law. Admitted to The Florida Bar in 2004;. Ms. Stinson is an associate at Deeb Elder Law. TODD, JENNIFER L. 2913 Busch Lake Blvd. Tampa, FL 33614-1860 Phone: 813-931-8111; Fax: 813-935-1219 Email: [email protected] B.S. from University of South Florida; J.D. from Nova Southeastern University. Admitted to The Florida Bar in 2006. Ms. Todd is an associate with Rechel & Associates, P.A. WHEELER, VALENTINA P.O. Box 22291 St. Petersburg, FL 33742-2291 Phone: 727-300-9667; Fax: 727-202-9944 Email: [email protected] Undergraduate degree from Clarion University of Pennsylvania; J.D. from Thomas M. Cooley. Admitted to The Florida Bar in 2016. Ms. Wheeler is a sole practitioner at Wheeler Law Firm, PLLC. STUDENT MEMBERS CAULEY, JESSICA Email; [email protected] Undergraduate degree from University of Florida. Ms. Cauley is currently attending Stetson University College of Law. CERIALE, MATTHEW Email: [email protected] B.S. from University of Central Florida. Mr. Ceriale is currently attending Stetson University College of Law. WOLD, MARY Email: [email protected] B.S from Florida Southern College; Ms. Wold is employed by SNF Professional Physicians and is currently attending Stetson University College of Law. Classifieds OFFICE SPACE: EJANKOWSKI, CHELSEA L. Email: [email protected] Undergraduate degree from Florida State Universy. Ms. Ejankowski is currently attending Stetson University College of Law. FRANCISCO, MAVIC Email: [email protected] B.S. from University of South Carolina – Columbia. Ms. Francisco is currently attending Stetson University College of Law. GARCIA, JOSE G. Email: [email protected] Undergraduate degree from University of Central Florida. Mr. Garcia is currently attending Stetson University College of Law. KEEGAN, JORDAN Email: [email protected] B.A. from Evangel University. Ms. Keegan is currently attending Stetson University College of Law. SHEEHAN, GARRETT D. Email: [email protected] B.A. from University of South Florida. Mr. Sheehan is currently attending Stetson University College of Law. SPECIHER, SARAH Email: [email protected] B.A. from Temple University. Ms. Speicher is currently attending Stetson University College of Law. ST. PETERSBURG: Convenient conference space available, right off interstate 175 at 405 6th Street South, 6 blocks from courthouse, 1 block from hospitals. Free Parking! Call 727-894-3262. ST. PETERSBURG & 275 at 54th Avenue North: Offices available to sublet within our suite. Welcoming reception area with receptionist, beautiful conference room, kitchen, fax, copier, wireless internet and more. Very convenient to St. Pete and Tampa courthouses. Month to month or long term welcome. Call Melissa @727343-8959 or [email protected]. ST. PETERSBURG: Senior Estate Planning Attorney has space available to share in standalone office, West St. Petersburg. Common use of reception area, conference room, and break/file room. Perfect for sole practitioner and assistant. Wireless internet. Private parking area. Call 727344-5520. ST. PETERSBURG: Senior Practitioner has office space for lease with amenities. Large offices less than 1 block from St. Petersburg Courthouse with assigned off street parking space. Common use of reception area, Florida library, closing and break rooms, utilities except telephone, included. Contact Joe Lang 727-894-0676 for more details. ST. PETERSBURG – West Central Office: Space sharing available for up to two attorneys with support staff. Some referral work for attorney with family law practice from retiring family law attorney. 5536 Central Avenue. Contact Michelle at 727381-0070. Classified Advertising is available to St. Pete Bar Members for $25 per month, up to 50 words. The cost for Non-Members is $50 per month. For ads over 50 words – add $1 per word. Contact JoAnn Knight, Paraclete Advertising at [email protected] for more information. 33 Bar and Court NEWS Association of Legal Administrators – Suncoast Chapter The Suncoast Chapter of the ALA meets on the second Wednesday of each month for the meetings held in Tampa and on the second Thursday of each month for the meetings held in St. Petersburg. For more information please contact Meetings/Education Chair, Terri Johnson at [email protected] or visit the ALA website at http://alasuncoast.org/ for more information. Date: Time: Program: Location: Thursday, May 10, 2017 11:30 a.m. – 1:00 p.m. General Membership Meeting Tampa, FL – To be announced Date: Time: Program: Location: Thursday, June 9, 2017 11:30 a.m. – 1:00 p.m. General Membership Meeting Tampa, FL – To be announced The PACDL meets the third Thursday of each month at the Pinellas County Justice Center from 12:00 to 1:00 p.m. Lunch is provided for members. Meetings are open to members and those who come to join. We usually have one hour of CLE. Memberships are also available for law students. For more information on PACDL please contact Bruce Denson at [email protected] or (727) 896-7000. Visit: PACDL.com for more information. Pinellas County Chapter of The Paralegal Association Of Florida Monthly meetings for the Pinellas County Chapter of PAF, Inc. are on the second Tuesday of each month. Paralegals, student paralegals, non-members and attorneys are always welcome. For further information or to make reservations, please contact Erin Garcia at [email protected]. For more information on the local chapter contact Ellie Glenn, President at ellie1578@ hotmail.com or visit the Paralegal Association of Florida website at http://pinellas.pafinc.org. Date: Time: Speaker: Topic: Tuesday, March 9, 2017 5:30 p.m. Networking – 6:00 p.m. Dinner Kit E. Van Pelt, Esq. Ethics - TBD PFAWL meets on the 1st Tuesday of each month at 6:00 p.m. at different locations each month. No RSVP is needed. For more information on events contact Membership Socials Director, Erica Pless at [email protected]. For membership inquires contact Membership Director, Laura Jo Lieffers at [email protected]. The next social is: Date: Time: Speaker Topic: Tuesday, June 13, 2017 5:30 p.m. Networking – 6:00 p.m. Dinner Brandon D. Bellew, Esq. Lost Will Issues Meeting Location: Crafted Plate at the Marriott 12600 Roosevelt Blvd. N. St. Petersburg, FL 33716 Date: Time: Program: Drive Location: SAVE THE DATE: PAF Fall Seminar September 15-17, 2017 at Sheraton Sand Key Nouvelle Beauty Bar 475 Central Ave., St. Petersburg, FL 33701 Date: Time: Program: Location: Tuesday, June 6, 2017 6:00 – 8:00 p.m. June Social To be announced. Pinellas County Chapter of the Florida Association For Women Lawyers 34 Pinellas Association of Criminal Defense Lawyers Tuesday, May 2, 2017 5:00 – 8:00 p.m. May Social and Annual Membership St. Petersburg Association of Legal Support Specialists (SPALSS) Please join us for dinner and camaraderie at our next meeting. For more information about the meetings or SPALSS, or to RSVP please contact Debora Shirley, President at (727) 417-0524. There are no meetings during May and June 2017. 35 DIGITAL DOCUMENT SOLUTIONS: DATA MANAGEMENT | COPIERS | PRINTERS Can’t find that case file? DEX imaging can help. Digital indexing at the box, file, or document level makes finding files a breeze. Locate records by case name, client, matter or even billing code. DEX has been helping law firms to implement data management strategies for over a decade. Let our DEXPERTs lead the way to more streamlined administrative processes. Digitally File Manage | Streamline Workflow | Customize & Distribute Digital Forms 888.570.9909 | 727.570.8868 | deximaging.com | 11205 Blue Heron Blvd., St. Petersburg, FL 33716
© Copyright 2026 Paperzz