contact the north carolina state bar
313
Transcript of contact the north carolina state bar
{00151117.DOC} Updated as of 5/10/16
NORTH CAROLINA BAR ASSOCIATION (NCBA) and
NORTH CAROLINA CONFERENCE OF BAR PRESIDENTS (NCCBP)
37th Annual Bar Leadership Institute May 13, 2016
7:45 – 8:30 a.m. (Optional) Legislative Update—Special Session on Legislative Issues of Interest
Michelle Frazier, Legislative Advisory Committee, NCBA 8:00 – 8:30 a.m. Registration and Continental Breakfast 8:30 – 8:45 a.m. Welcoming Remarks and Introduction to the Institute Will Oden, Chair, Local Bar Services Committee, NCBA Bill Christy, Chair, NCCBP Patrick Brown, Relationship Manager, Lawyers Mutual Liability Insurance
Company of North Carolina 8:45 – 9:50 a.m. Go-To Resources for Bar Leaders Josh McIntyre, Director of Membership, NCBA David Daggett, past Board Member, NCBA 9:50 – 10:50 a.m. Leadership Training Session: Motivators Matter—Understanding the
Passions that Drive Us Joy Ruhmann, President, Level Up Leadership 10:50 – 11:00 a.m. Break 11:00 – 12:00 p.m. News and Views You Can Use
Leadership Tech Tips from the Center for Practice Management Joyce Brafford, Center for Practice Management, NCBA
Transitioning Lawyers Commission Nan Hannah, Commission Member
Administration of Justice Committee – Update on Chief Justice’s Commission
on the Administration of Law and Justice Emma Hodson, Committee Member 12:00 – 12:15 p.m. Presidential Views Margaret Hunt, President, NC State Bar Shelby Benton, President, NCBA
{00151117.DOC} Updated as of 5/10/16
12:15 – 1:25 p.m. LUNCH and CONCURRENT SESSION I—PICK ONE SESSION
1. Issues for Metropolitan / Urban / Specialty Bars Dean Carroll Weathers Library Doug Brocker, NCBA 2. Issues for Mid-Sized Bars H. Grady Barnhill Jr. Conference Room (B)
Bill Christy, NCCBP Don Higley, NCBA
3. Issues for Small, Multi-County Bars Kilpatrick Stockton Conference Room (A)
Peter Bolac, NCCBP Noah Oswald, NCBA
4. Issues for Small, Single County Bars Godwin Executive Conference Room (Upstairs)
Kathryn (Katie) Setzer, NCCBP Shelby Benton, NCBA
1:25 – 2:00 p.m. Speed Resources Session—Find your topic of interest and switch at the bell
Hunter Galleria
2:00 – 2:05 p.m. Transition Back into the Auditorium 2:05 – 2:45 p.m. Bar Leadership with an Inclusive Perspective Mark Merritt, President-Elect, NC State Bar 2:45 – 3:15 p.m. Keynote – Leadership Lessons Learned Colonel (Retired) Kirk G. Warner, Smith Anderson 3:15 – 3:20 p.m. Concluding Remarks – Bill Christy and Will Oden
3:20 – 4:00 p.m. CONCURRENT SESSION II — PICK ONE SESSION TOPIC
1. Everything You Need to Know about Running a Judicial District Bar James Dorsett Jr. Auditorium
Peter Bolac, District Bar Liaison, NC State Bar Nichole McLaughlin, District Bar Liaison, NC State Bar
2. How to Develop a Successful Local Bar Mentorship Program
Kilpatrick Stockton Conference Room (A) Doug Brocker, The Brocker Law Firm, P.A. Joyce Brafford, Asst. Director of Center for Practice Management, NCBA
Please complete the short evaluation at:
https://www.surveymonkey.com/s/NCBABLI2016
{TOC.doc}
North Carolina Bar Association and North Carolina State Bar
2016
Bar Leadership Institute Resource Manual
CONTENTS
1. North Carolina Bar Association
a. Officers and Board of Governors b. Division and Section Chairs and Vice Chairs c. Committee & Task Force Descriptions d. Local Bar Services Committee
2. North Carolina Conference of Bar Presidents
a. Executive Committee b. NC State Bar Officers and Councilors
3. Additional NCBA Services, Awards and Resources
a. NCBA Membership Application b. NCBA Section Application c. Fastcase Quick Reference Guide d. Centennial Award for Local Bars e. Citizen Lawyer Award f. NCBA Foundation Endowment: Grant Information, Funding and
Application
4. Essential Go-To Resources for Bar Leaders – David Daggett and Josh McIntyre
a. Resources for Bar Leaders - PowerPoint b. NC State Bar Web Staff and Department Directory c. NC State Bar Frequently Asked Questions d. Statutes Governing District Bar Activities e. Rules and Regulations Governing District Bars f. Essential Duties of District Bar Officers
{TOC.doc}
g. Lawyer Assistance Program h. ACAP – Complaints Against Lawyers i. Fee Dispute Resolution Program j. ABA Resources and Services k. NCBA Mentoring Programs l. NCBA Lawyer Referral Service Application m. Centennial Award Nomination Form/Example/Recipients n. Law Related Education Information and Programs o. Lunch with a Lawyer Articles and Examples p. BarCARES FAQ Sheet, Services Summary, Forms q. NC Specialty Bars r. Lake Family Public Service Award s. NCBAF Grant Information/Forms t. NCBA Composite List of all Awards u. Inns of Court Articles and Materials
5. Level Up Leadership – Joy Ruhmann
6. Leadership Tech Tips – Joyce Brafford a. Tips for Bar Leaders
7. Bar Leadership With an Inclusive Perspective: Leading Four Generations – Mark Merritt
8. Everything You Need to Know about Running a Judicial District Bar – Peter Bolac
No materials for this section 8. How to Develop a Successful Local Bar Mentorship Program – Doug
Brocker
a. NCBA Mentorship Program
Chapter 1
North Carolina Bar
Association
{00145953.DOC}
North Carolina Bar Association 2015-16 Officers & Board of Governors
E= Executive Committee Member
Title
Officers
Call
Phone, Fax & E-mail
E President Shelby D. Benton PO Box 947 Goldsboro, NC 27533-0947
Shelby Phone: 919-736-3076 Fax: 919-736-1830 [email protected]
E President-Elect Kearns Davis PO Box 26000 Greensboro, NC 27420-6000
Kearns Phone: 336-271-3174 Fax: 336-378-1001 [email protected]
E
Immediate Past President Catharine B. Arrowood PO Box 389 Raleigh, NC 27602
Catharine Phone: 919-890-4142 Fax: 919-834-4564 [email protected]
Vice President Justice Cheri L. Beasley NC Supreme Court PO Box 1841 Raleigh, NC 27602
Cheri Phone: 919-831-5716 Fax: N/A [email protected]
Vice President Judge W. Douglas Parsons NC Superior Court PO Box 2617 Clinton, NC 28329
Doug Phone: 910-596-6616 Fax: 910-596-6617 [email protected]
Vice President Judge William G. Hamby, Jr. NC District Court PO Box 1732 Concord, NC 28026
Billy Phone: 704-262-5512 Fax: 704-262-5513 [email protected]
Vice President Dean Luke Bierman Elon University School of Law 201 N. Greene Street Greensboro, NC 27401
Luke Phone: 336-279-9201 Fax: 3336-279-8199 [email protected]
E
Vice President Mahlon W. DeLoatch PO Box 308 Tarboro, NC 27886
Mahlon Phone: 252-823-8108 Fax: 252-823-7390 [email protected]
E Vice President James W. Narron PO Box 1567 Smithfield, NC 27577-1567
Jim Phone: 919-934-6021 Fax: 919-934-6280 [email protected]
{00145953.DOC}
E
YLD Chair Harrison A. Lord 5821 Fairview Road, Suite 100 Charlotte, NC 28209
Harrison Phone: 704-335-0444 Fax: 704-335-0551 [email protected]
E
SLD Chair J. Phil Carlton PO Box 67 Pinetops, NC 27864
Phil Phone: 252-827-5141 Fax: 252-827-5487 [email protected]
Board of Governors
Term Expiring 2016 Renny W. Deese PO Box 1358 Fayetteville, NC 28302
Renny Phone: 910-672-4600 Fax: 910-323-0066 [email protected]
Term Expiring 2016 John W. Lassiter 200 S. College Street, Suite 1500 Charlotte, NC 28202
John Phone: 704-343-4822 Fax: 704-343-0211 [email protected]
Term Expiring 2016 David F. Mills 1559-B Booker Dairy Road Smithfield, NC 27577
David Phone: 919-934-7235 Fax: 919-989-1529 [email protected]
Term Expiring 2016 Christine L. Myatt PO Box 3463 Greensboro, NC 27402
Christy Phone: 336-373-1600 Fax: 336-387-8923 [email protected]
Term Expiring 2016 Bonnie J. Refinski-Knight PO Box 1168 New Bern, NC 28563
Bonnie
Phone: 252-638-6666 Fax: 252-638-3542 [email protected]
E Term Expiring 2016 Stuart H. Russell 110 Oakwood Drive, Suite 400 Winston-Salem, NC 27103
Stuart Phone: 336-631-8866 Fax: 336-631-9770 [email protected]
Term Expiring 2016 Felicia A. Washington 104 Airport Drive, CB # 1045 Chapel Hill, NC 27599
Felicia Phone: 919-962-1554 Fax: 919-962-8677 [email protected]
{00145953.DOC}
Term Expiring 2017 Robert W. Allen
101 N. Tryon Street, Suite 1900 Charlotte, NC 28246
Robert Phone: 704-377-8350 Fax: 704-373-3950 [email protected]
Term Expiring 2017 Steven B. Epstein 301 Fayetteville Street, Suite 1900 Raleigh, NC 27601
Steve Phone: 919-783-2846 Fax: 919-783-1075 [email protected]
Term Expiring 2017 C. Mark Holt PO Box 10430 Raleigh, NC 27605
Mark Phone: 919-745-8600 Fax: 919-745-8135 [email protected]
E Term Expiring 2017 Afi S. Johnson-Parris 208 W. Wendover Avenue Greensboro, NC 27401
Afi Phone: 336-333-2244 Fax: 336-510-2150 [email protected]
Term Expiring 2017 Daniel A. Merlin 308 Solomon Street Charlotte, NC 28216
Danny
Phone: 980-335-0713 Fax: 704-365-3676 [email protected]
Term Expiring 2017 Patti W. Ramseur 300 N. Greene Street, Suite 1400 Greensboro, NC 27401
Patti Phone: 336-378-5304 Fax: 336-433-7418 [email protected]
E Term Expiring 2017 Lloyd C. Smith, Jr. PO Box 100 Windsor, NC 27983
Lloyd Phone: 252-794-3161 Fax: 252-794-2392 [email protected]
E Term Expiring 2018 Peter S. Brunstetter 2085 Frontis Plaza Boulevard Winston-Salem, NC 27103
Pete Phone: 336-718-2051 Fax: 336-726-9004 [email protected]
Term Expiring 2018 Heather W. Culp 1701 South Boulevard Charlotte, NC 28203
Heather Phone: 704-377-4300 Fax: 704-372-1357 [email protected]
Term Expiring 2018 Jason M. Hensley PO Box 740 Lenoir, NC 28645
Jason Phone: 828-759-6356 Fax: 828-759-4142 [email protected]
{00145953.DOC}
Term Expiring 2018 Catherine E. Lee
4700 Homewood Court, Suite 320 Raleigh, NC 27609
Catherine
Phone: 919-341-2636 Fax: 919-647-4485 [email protected]
Term Expiring 2018 Kimberly N. Overton 5308 Arete Way Raleigh, NC 27607
Kimberly Phone: 919-890-1500 Fax: 919-890-1931 [email protected]
Term Expiring 2018 Jan E. Pritchett 5709 W. Friendly Avenue Greensboro, NC 27420
Jan Phone: 336-292-4076 Fax: 336-292-8003 [email protected]
Term Expiring 2018 David N. Woods PO Box 2086 High Point, NC 27261
David Phone: 336-819-6053 Fax: 336-819-6113 [email protected]
Revised 4/19/16
SECTIONS/DIVISIONS CHAIR VICE‐CHAIR | CHAIR‐ELECT2015 – 2016
ADMINISTRATIVE LAW Jennifer A. Morgan Bradford A. WilliamsWilliams Mullen City of Raleigh City Attorney's Office
{Jeremy} 301 Fayetteville Street, Suite 1700 PO Box 590Raleigh, NC 27601 Raleigh, NC 27602P: 919‐981‐4051 P: 919‐996‐6622F: 919‐981‐4300
[email protected] [email protected]
ANTITRUST & COMPLEX E. Bradley Evans J. Mitchell ArmbrusterBUSINESS DISPUTES LAW Ward & Smith PA Smith Anderson Blount Dorsett Mitchell & Jernigan LLP
PO Box 8088 PO Box 2611{Andi} Greenville, NC 27835‐8088 Raleigh, NC 27602‐2611
P: 252‐215‐4025 P: 919‐821‐6707F: 252‐215‐4077 F: 919‐821‐6800
[email protected] [email protected]
APPELLATE PRACTICE Julia C. Ambrose Preston O. Odom IIIBrooks Pierce McLendon Humphrey & Leonard LLP James McElroy & Diehl PA
{Kim Crouch} PO Box 1800 10230 Victoria Blake DriveRaleigh, NC 27602‐1800 Cornelius, NC 28031
P: 919‐839‐0300 P: 704‐372‐9870F: 919‐839‐0304 F: 704‐333‐5508
[email protected] [email protected]
BANKRUPTCY John C. Bircher III Ashley S. RusherWhite & Allen PA Blanco Tackabery & Matamoros PA
{Julie} PO Drawer U PO Box 25008New Bern, NC 28563 Winston‐Salem, NC 27114‐5008P: 252‐638‐5792 P: 336‐293‐9000F: 252‐637‐7548 F: 336‐293‐9030
BUSINESS LAW Anna S. Mills Stephen F. LaterThe Van Winkle Law Firm Robbins May & Rich LLP
{Jeremy} 2820 Selwyn Ave Ste 861 120 Applecross RoadCharlotte, NC 28209 Pinehurst, NC 28374P: 704‐650‐0576 P: 910‐692‐4900F: 704‐831‐5336
[email protected] [email protected]
CONSTITUTIONAL RIGHTS Curtis H. [Trey] Allen III Robert M. [Bob] Ward& RESPONSIBILITIES UNC School of Government Solo Practitioner
Campus Box 3330 PO Box 1231{Andi} Chapel Hill, NC 27599‐3330 Burlington, NC 27216‐1231
P: 919‐843‐9019 P: 336‐228‐1433F: 919‐962‐0654 F: 336‐228‐6610
[email protected] [email protected]
CONSTRUCTION LAW Stephanie U. Roberts M. Riana SmithSpilman Thomas & Battle PLLC Strauch Green & Mistretta PC
110 Oakwood Dr Ste 500 911 Paverstone Dr Ste F{Julie} Winston Salem, NC 27103 Raleigh, NC 27615
P: 336‐631‐1062 P: 919‐817‐1589F: 336‐725‐4476 F: 336‐725‐8867
[email protected] [email protected]
CORPORATE COUNSEL Robert C. Hunter Elizabeth C. SouthernThe Clearing House Payments Co LLC Hanesbrands, Inc.
{Julie} 115 Business Park Drive 1000 E. Hanes Mill RoadWinston‐Salem, NC 27107 Winston‐Salem, NC 27105
P: 336‐769‐5314 P: 336‐519‐[email protected] [email protected]
CRIMINAL JUSTICE Robert C. Kemp III Benjamin O. [Boz] ZellingerPublic Defenders Office Pitt Cty District 3A District Attorneys Office District 10
{Jacquelyn} 602 Queen Anne's Rd PO Box 31Greenville, NC 27858 Raleigh, NC 27602‐0031P: 252‐695‐7300 P: 919‐792‐5107
[email protected] [email protected]
DISPUTE RESOLUTION Richard [Rick] J. Igou Patricia L. [Trish] HollandSolo Practitioner Jackson Lewis LLP
{Julie} 1007 Vickers Ave 1400 Crescent Green Ste 215Durham, NC 27707 Cary, NC 27518‐8118P: 919‐682‐3517 P: 919‐424‐8608F: 919‐682‐2016 F: 919‐854‐[email protected] [email protected]
EDUCATION LAW Krista L. Newkirk Benita N. JonesUNC Charlotte Tharrington Smith LLP
{Jeremy} 9201 University City Blvd PO Box 1151Chancellor's Office Raleigh, NC 27602‐1151
Charlotte, NC 28223‐0001 P: 919‐821‐4711P: 704‐687‐5674 F: 919‐829‐1583F: 704‐687‐1700 [email protected]
ELDER & SPECIAL NEEDS LAW Doris (Dori) J. Wiggen Natalie J. MillerSchell Bray PLLC Law Office of Natalie J. Miller, PLLC
{Julie} 100 Europa Drive, Suite 271 548 Williamson Road, Suite 2Chapel Hill, NC 27517 Mooresville, NC 28117
P: 919‐869‐3074 P: 704‐662‐3557F: 919‐882‐9495 F: 704‐662‐3575
ENVIRONMENT, ENERGY & NATURAL RESOURCES LAW
Theodore [Ted] A. Feitshans Sean Sullivan
NC State University Troutman Sanders LLP{Andi} PO Box 5884 434 Fayetteville Street, Suite 1900
Raleigh, NC 27650 Raleigh, NC 27601P: 919‐515‐5195 P: 919‐835‐4173F: 919‐515‐6268 F: 919‐829‐[email protected] [email protected]
ESTATE PLANNING & FIDUCIARY LAW
Amy H. Kincaid Edward W. Griggs
Schell Bray PLLC Womble Carlyle Sandridge & Rice LLP{Jeremy} 230 N. Elm Street, Suite 1500 1 W. 4th Street, Suite 1200
Greensboro, NC 27401 Winston‐Salem, NC 27101P: 336‐370‐8849 P: 336‐721‐3762F: 336‐370‐8830
[email protected] [email protected]
FAMILY LAW Kevin L. Miller Rebecca [Becky] K. WattsSolo Practioner Krusch & Sellers PA
{Jacquelyn} 1144 W. Fourth Street 6230 Fairview Road, Suite 105Winston Salem, NC 27101 Charlotte, NC 27210
P: 336‐793‐1790 P: 704‐556‐0707F: 337‐793‐1751 F: 704‐553‐7824
[email protected] [email protected]
GOVERNMENT & PUBLIC SECTOR Ward A. Zimmerman John P. Schifano
NC Dept of Justice Town of Holly Springs{Andi} 114 W. Edenton St. PO Box 8
Raleigh, NC 27602 Holly Springs, NC 27540‐0008P: 919‐716‐6000 P: 919‐557‐2917
[email protected] F: 919‐552‐[email protected]
HEALTH LAW Joseph [Joe] M. Kahn Kimberly A. LicataNexsen Pruet PLLC BCBS of NC Corporate HQ
{Andi} 4141 Parklake Ave Ste 200 PO Box 2291Raleigh, NC 27612 Durham, NC 27702‐2291P: 919‐653‐7834 P: 919‐765‐7458F: 919‐890‐4549 F: 919‐765‐4474
[email protected] [email protected]
INSURANCE LAW Josephine H. Hicks J. David StradleyParker Poe Adams & Bernstein White & Stradley PLLC
{Julie} 401 S. Tryon Street, Suite 3000 3105 Charles B Root WyndCharlotte, NC 28202 Raleigh, NC 27612P: 704‐335‐9025 P: 919‐844‐0400
[email protected] [email protected]
INTELLECTUAL PROPERTY LAW Laura M. Kelley Darrell A. FruthMyers Bigel Sibley & Sajovec PA Brooks Pierce McLendon Humphrey & Leonard LLP
{Andi} PO Box 37428 1600 Wells FargoRaleigh, NC 27627‐74288 150 Fayetteville St
P: 919‐854‐1400 Raleigh, NC 27601F: 919‐854‐1401 [email protected]
INTERNATIONAL LAW & PRACTICE David A. Shuford Mica N. Worthy
Robinson Bradshaw & Hinson PA Cranfill Sumner & Hartzog LLP{Julie} 101 N. Tryon St. Ste 1900 2907 Providence Rd. Ste 200
Charlotte, NC 28246 Charlotte, NC 28211P: 704‐377‐8118 P: 704‐940‐3405F: 704‐339‐3418 [email protected]
JUVENILE JUSTICE & Peggy D. Nicholson Eric J. ZogryCHILDREN’S RIGHTS Legal Aid of NC State Juvenile Defender
PO Box 2101 PO Box 2448{Jeremy} Durham, NC 27702 Raleigh, NC 27602
P: 919‐226‐0052 P: 919‐890‐1650
[email protected] [email protected] & EMPLOYMENT LAW Grant B. Osborne Jessica E. Leaven
Ward and Smith Grimes Teich Anderson LLP{Julie} PO Box 2020 PO Box 7074
Asheville, NC 28802 Asheville, NC 28802P: 828‐348‐6070 P: 828‐251‐0800
[email protected] leaven@gta‐injurylaw.com
LAW PRACTICE MGMT & TECH Virginia [Ginny]Vaughan Allen Abigail E. PeoplesCranfill Sumner & Hartzog LLP Solo Practioner
{Jeremy} 5420 Wade Park Blvd Ste 300 5509B W Friendly Avenue, Suite 206Raleigh, NC 27611 Greensboro, NC 27410P: 919‐863‐8750 P: 336‐275‐6003
[email protected] [email protected]
LITIGATION L. Cooper Harrell Karen M. RabenauVan Laningham Duncan PLLC Twiggs Strickland & Rabenau PA300 N. Greene St. Ste 850 4309 Emperor Blvd Ste 410
{Julie} Greensboro, NC 27401 Durham, NC 27703P: 336‐645‐3327 P: 919‐828‐4357
F: 919‐833‐[email protected] [email protected]
REAL PROPERTY Scott A. Schaaf Tonya B. PowellWomble Carlyle Sandridge & Rice LLP Shanahan Law Group
{Jeremy} 1 W 4th St Ste 1200 128 E. Hargett Street, Suite 300Winston Salem, NC 27101 Raleigh, NC 27601
P: 336‐721‐3531 P: 919‐856‐9494F: 336‐726‐6999
[email protected] [email protected]
SOLO, SMALL FIRM & GENERAL PRACTICE
Elysia Prendergast‐Jones T. Gregory Doucette
119 Greengate Court, Apt. A Solo Practioner{Jeremy} Cary, NC 27511 311 E. Main Street
P: 919‐285‐1712 Durham, NC [email protected] P: 919‐998‐6993
[email protected] & ENTERTAINMENT Nichelle N. Levy Shannon L. Vandiver
NASCAR Inc. Solo Practioner{Julie} 550 S. Caldwell Street, Suite 2000 PO Box 726
Charlotte, NC 28202 Huntersville, NC 28070P: 704‐348‐7304 P: 704‐618‐1104
[email protected] [email protected]
TAX Paul G.Topolka Joshua D. BryantNexsen Pruet PLLC Smith Anderson Blount Dorsett Mitchell & Jernigan LLP
{Jacquelyn} PO Box 3463 2520 Beechridge RoadGreensboro, NC 27402‐3463 Raleigh, NC 27608
P: 336‐387‐5123 P: 919‐821‐6643F: 336‐387‐8934 F: 919‐821‐6800
WORKERS’ COMPENSATION Jeffrey A. Misenheimer William B. WallaceLewis & Roberts PLLC Law Offices of Michael A. Demayo LLP
{Andi} PO Box 17529 PO Box 34426Raleigh, NC 27619‐7529 Charlotte, NC 28234‐4426
P: 919‐981‐0191 P: 704‐333‐1000F: 919‐981‐0199 F: 704‐333‐6677
jam@lewis‐roberts.com [email protected]
ZONING, PLANNING & LAND USE John H. Carmichael LeAnn Nease Brown
Robinson Bradshaw & Hinson, PA Brown & Bunch PLLC{Julie} 101 N. Tryon Street, Suite 1900 101 N. Columbia Street
Charlotte, NC 28246 Chapel Hill, NC 27514P: 704‐377‐8341 P: 919‐968‐1111
[email protected] [email protected]
PARALEGAL DIVISION (PD) Nichole D. Hutchins, NCCP, ACP Annette L. Phelps407 Rockbridge Dr Benton Family Law
{Jeremy} Kernersville, NC 27284 PO Box 947P: 336‐378‐5458 Goldsboro, NC 27533‐0947F: 336‐725‐7876 P: 919‐736‐3076
[email protected] F: 919‐736‐[email protected]
SENIOR LAWYERS DIVISION John (Phil) Phillips Carlton John Melvin BowenPO Box 67 PO Box 627
Pinetops, NC 27864 Williamston, NC 27892{Andi} P: 252‐827‐5141 P: 252‐792‐2222
F: 252‐827‐[email protected] [email protected]
YOUNG LAWYERS DIVISION Harrison A. Lord Matthew A. CordellBernhardt and Strawser, PA PO Box 33009
{Jacquelyn} 5821 Fairview Road, Suite 100 Raleigh, NC 27636Charlotte, NC 28209
P:704-335-0444 P: 919‐277‐9196F: 704‐335‐0551
{00139464.DOC}
2016-17 NORTH CAROLINA BAR ASSOCIATION (NCBA) and
NORTH CAROLINA BAR ASSOCIATION FOUNDATION, INC. (NCBAF)
COMMITTEE DESCRIPTIONS
[Includes Chairs & Staff Liaisons]
04/22/2016
Access To Justice Leadership Council (ATJ-LC) (F) is committed to increasing the level of financial support by lawyers for the annual statewide Legal Aid of North Carolina Access to Justice Campaign. (Chair: Wade Smith) (Staff Liaison: Tom Hull) Administration of Justice Committee - AOJ (F) monitors the civil and criminal justice systems in North Carolina and addresses important issues such as overcrowded court dockets, creation of new courts, public defender's offices and judicial salaries. (Chair: Jim Phillips) (Staff Liaison: Kim Crouch) Appellate Rules Committee (F) Appellate Rules examines the rules of appellate procedure and recommends any revisions to the Board of Governors for ultimate referral and consideration by the N.C. Supreme Court. (Chair: Michelle Connell) (Staff Liaison: Kim Crouch) Audit & Finance Committee (A/F) is made up of members of the Board of Governors to reviews the financial affairs of the North Carolina Bar Association and North Carolina Bar Association Foundation, Inc. It prepares the annual budget and serves as the audit committee. (Chair: Kearns Davis) (Staff Liaison: Ginny Craig) Bench/Bar Liaison Committee (A) promotes cooperation between the bench and the bar to advance the legal profession and its service to the public. (Co-Chair: Judge Jane Gray & D.J. Mason) (Staff Liaison: Kim Crouch) Career Services Task Force (A) is charged with researching the issues around the different stages of the careers of our members and to develop a work product containing recommendations to be considered by the Board of Governors identifying the opportunities where our organization may provide services to our members. (Co-Chair: Walker Douglas & Devon Williams) (Staff Liaison: TBA) Charter & Bylaws Committee (A/F) is made up of members of the Board of Governors. The committee originates and recommends amendments to the Charter & Bylaws of both the North Carolina Bar Association and the North Carolina Bar Association Foundation, Inc. It also assists the Board of Governors in submitting proposed charter and bylaws amendments to the membership. (Chair: David Woods) (Staff Liaison: TBA) Communications Committee (A) recommends requirements to accommodate the communications needs of the NCBA and monitors production of the This is the Law pamphlet series. (Chair: Neubia Harris) (Staff Liaison: Russell Rawlings) Continuing Legal Education Committee (F) provides oversight for Continuing Legal Education programs and activities. (Chair: Roberta King Latham) (Staff Liaison: Catherine Peglow) Convention Planning Advisory Committee (A) assists with planning the NCBA Annual Meeting. (Chair: George Doyle) (Staff Liaison: Tom Hull) Development Committee (F) provides volunteer leadership for fundraising activities. (Chair: Beth Langley) (Staff Liaison: Tom Hull) Endowment Committee (F) reviews funding requests and recommends grants from the NCBA Foundation Endowment. (Chair: Judge Julian Mann) (Staff Liaison: Tom Hull)
{00139464.DOC}
2
4All Service Day Committee (F) plans and implements our signature phone-a-lawyer day that occurs at call centers located across the state. (Co-Chairs: Kat Armstrong & Ashley Bennington) (Staff Liaison: Kim Bart Mullikin) Investment Committee (A/F) oversees the investments of the North Carolina Bar Association and North Carolina Bar Association Foundation, Inc., including the Endowment, and assures that their respective funds are invested in the proper manner. (Chair: Mike Hearn) (Staff Liaison: Ginny Craig) Judicial Independence Committee (A) strives to increase public and legislative awareness of the importance of an independent judiciary and seeks improvements in judicial selection in North Carolina. (Chair: ) (Staff Liaison: Kim Crouch) Judicial Performance Evaluation (JPE) Committee (F) oversees the survey of North Carolina lawyers to evaluate the trial bench candidates (Superior and District Courts) in each election cycle. (Chair: Charles Raynal) (Staff Liaison: TBA) Law-Related Education Committee (F) organizes and promotes a better understanding of, and appreciation for, the rule of law through programs and activities impacting youth. (Co-Chairs: Lucy Austin & Doug McClanahan) (Staff Liaison: Diane Wright) Law School Liaison Committee (A) facilitates communication between legal educators and the practicing bar and serves as a clearinghouse for information regarding N.C. law schools. (Chair: Dean Luke Bierman) (Staff Liaison: Catherine Peglow) Lawyer Effectiveness & Quality of Life Committee (F) engages in activities to help attorneys successfully practice law in an increasingly complex and competitive profession. (Chair: Travis Martin) (Staff Liaison: Amber Nimocks) Lawyer Referral Service Committee (F) monitors the operation of our North Carolina Lawyer Referral Service and recommends improvements to the program. (Chair: David Daggett) (Staff Liaison: Kim Bart Mullikin) Legislative Advisory Committee (A) works with the NCBA’s Office of Governmental Affairs to provide advice and counsel to the Board of Governors regarding public policy and legislative priorities. It will closely look at strategies and initiatives that the NCBA may undertake to effectively advance its legislative agenda, particularly on substantive legislation involving the legal profession and the administration of justice. The Committee will develop and propose recommendations to the Board of Governors regarding various legislative strategies. (Chair: Alan Duncan) (Staff Liaison: Kim Crouch) Local Bar Outreach Committee (A) acts as the advisory committee to offer recommendations about how the Association may serve the needs of local bar organizations. This committee conducts the annual Bar Leadership Institute, a full day of leadership skills training for leaders of local, judicial district and specialty bar organizations across the state. The committee is also responsible for selecting and honoring attorneys with the Citizen Lawyer Award to recognize and promote the non-legal, public service work of these individuals in communities across the state. (Chair: Mary Dillon & Will Oden) (Staff Liaison: TBA) Membership Committee (A) promotes strategies to encourage new and continued membership in the organization. (Chair: Dan Atcheson) (Staff Liaison: Josh McIntyre) Memorials Committee (A) is made up of members of the Board of Governors. It is responsible for reporting the names of deceased NCBA members and honoring them by a memorial tribute at the Annual Meeting. (Chair: Catherine Lee & Jan Pritchett) (Staff Liaison: Allan Head) Minorities in the Profession Committee (A) is dedicated to the outreach and promotion of an increased presence of minorities in the legal profession. (Chair: Sharita Whitaker) (Staff Liaison: Diane Wright)
{00139464.DOC}
3
NC LEAP (F) provides direction and oversight of this pro bono entrepreneurship assistance program where low wealth entrepreneurs obtain assistance on business matters from volunteer lawyers. (Chair: Laura Davenport) (Staff Liaison: Charlotte Stewart and Kim Bart Mullikin) Nominations Committee (A) selects and nominates qualified NCBA members for the offices of vice-presidents and board members, which are voted on by the membership at the NCBA Annual Meeting. (Chair: Mark Holt) (Staff Liaison: Allan Head) Past Presidents’ Council (A/F) serves as a leadership resource to the various working groups of the NCBA and the NCBA Foundation. Its membership consists of seven past presidents of the NCBA charged with the responsibility of following up on major reports and recommendations, reviewing existing programs and advising current leadership on new challenges and opportunities. The Council also screens nominees for the office of President-Elect and selected NCBA/NCBAF awards. (Chair: Shelby Benton) (Staff Liaison: Allan Head) Personnel Committee (A/F) consults with the Executive Director and Audit and Finance Committee to advise NCBA officers and the Board of Governors regarding personnel matters. (Chair: Janet Ward Black) (Staff Liaison: Allan Head) Planned Giving Committee (F) advises on efforts to educate lawyers about planned giving opportunities to further sustain activities of our Endowment. (Chair: Robin Barefoot) (Staff Liaison: Tom Hull) Pro Bono Activities Committee (F) advises on activities relating to pro bono delivery of legal services and annually selects recipients of our Pro Bono Awards. (Chair: Alex Elkan & Beth Froehling) (Staff Liaison: Kim Bart Mullikin) Professionalism Committee (F) develops and oversees professionalism initiatives and recommends a recipient for the annual H. Brent McKnight Renaissance Lawyer Award. (Chair: Lisa Sheppard) (Staff Liaison: Russell Rawlings) Resolutions Committee (A/F) is made up of members of the Board of Governors. It prepares and screens all resolutions to be voted on by the membership at the NCBA Annual Meeting. It also serves as a working committee at Board meetings to draft necessary resolutions for considerations by the Board. (Chair: Kimberly Overton) (Staff Liaison: TBA) Strategic Planning & Emerging Trends Committee (A/F) creates and oversees the implementation of the strategic plan of the organization and alerts the Board of Governors of emerging trends impacting the legal profession. (Chair: Debra Foster) (Staff Liaison: TBA) Technology Committee (A) helps lawyers to realize the benefits of technology through the identification and recommendation of products, services and providers of particular interest to legal professionals. (Chair: Neil Riemann) (Staff Liaison: Erik Mazzone) Transitioning Lawyers Commission (TLC) (A) [formerly Retiring With Dignity Task Force] addresses issues involved with winding down a law practice and retiring gracefully. (Co-Chairs: Woody Connette & Mark Scruggs) (Staff Liaison: Joyce Brafford) Women in the Profession Committee (A) identifies ways to encourage and maintain the active participation and advancement of women in the legal profession. (Chair: Melissa Walker) (Staff Liaison: Joyce Brafford)
The North Carolina Bar AssociationLocal Bar OutreachCommittee Roster
Name Firm Address Email PhoneOden III, William Augustus Ward and Smith PA PO Box 7068 Wilmington, NC 28406-7068 [email protected] (910)794-4813Anderson, Matthew Allen Lawson Roberson Haworth & Reese PLLC PO Box 1550 High Point, NC 27261-1550 [email protected] (336)889-8733Brocker, Douglas J. The Brocker Law Firm PA 5540 Centerview Dr Ste 200 Raleigh, NC 27606-3386 [email protected] (919)424-6334Christy, William Henry Stone & Christy PA 110 N Dougherty St Black Mountain, NC 28711-3326 [email protected] (828)669-7642Cross, Meredith Laughridge Gailor Hunt Jenkins Davis & Taylor 1101 Haynes St Ste 201 Raleigh, NC 27604-0000 [email protected] (919)832-8488Denning, Michelle Drake NC Industrial Commission 1052 N Lake Dr Smithfield, NC 27577-0000 [email protected] (919)807-2668Dula, Arnita Maria City of Hickory PO Box 398 Hickory, NC 28603-0398 [email protected] (828)323-7564Grantham, Norris Musselwhite Musselwhite Musselwhite Branch & Grantham PO Box 1448 Lumberton, NC 28359-1448 [email protected] (910)738-5277Higley II, Donald Strong Lanier Law Group PA 108 Firetower Rd Ste G ,Winterville, NC 28590-0000 [email protected] (252)757-7777Hildebran-Bachofen, Deborah L. Manning Fulton & Skinner PA PO Box 20389 Raleigh, NC 27619-0389 [email protected] (919)787-8880Hucks, Erin Suzanne Hucks & Regan LLP PO Box 2033 Monroe, NC 28111-0000 [email protected] (704)289-3229Hunt, Grady Lee Locklear Jacobs Hunt & Brooks PO Box 999 Pembroke, NC 28372-0999 [email protected] (910)521-3413Oswald, Michael Noah 307 Meadowland Dr Ste 101 Hillsborough, NC 27278 [email protected] (919)904-4624Pavur, Catherine Solo Practitioner 4819 Emperor Blvd Ste 400 Durham, NC 27703-0000 [email protected] (919)675-3633Rogers, Ciara Louise The Law Offices of Oliver & Cheek PLLC PO Box 1548 New Bern, NC 28563-1548 [email protected] (252)633-1930Sayed, Linda B. Block Crouch Keeter Behm & Sayed LLP PO Box 4 Wilmington, NC 28402-0004 [email protected] (910)763-2727Scudder, Sharon Griffin Scudder Law PLLC PO BOX 1682 Morehead City, NC 28557 [email protected] (252)648-0115Stark, Bradley Alexander Fisher Stark Cash PA 35 N Market St Asheville, NC 28801-0000 [email protected] (828)505-4300Stokes, Stephen Craig NC District Court 150 Northstone Place Fayetteville, NC 28303 [email protected] (910)475-3012
Chapter 2
North Carolina
Conference of Bar
Presidents
4/15/2016
OFFICERS & COUNCILORS OF THE NORTH CAROLINA STATE BAR
2015-2016
Margaret M. Hunt, President, 52 W. Main Street, Suite B; PO Box 1175, Brevard, NC 28712; 828/884-2780; FAX: 828/884-7975; Email: [email protected] (Jeff) (6737) Mark W. Merritt, President-Elect, 101 N. Tryon Street, Suite 1900, Charlotte, NC 28246; 704/377-2536; FAX: 704/378-4000; Email: [email protected] (Lindsay) (12198)
John M. Silverstein, Vice President, Satisky & Silverstein, 415 Hillsborough Street, Suite 201, Raleigh, NC 27603; 919.790.9102; FAX 919.790.1560; email: [email protected] (Leslie) (3993)
L. Thomas Lunsford, II, Secretary-Treasurer, 217 E. Edenton Street (27601), PO Box 25908 Raleigh, NC 27611; 919/828-4620; FAX 919/821-9168; Email: [email protected] (Julie) (8379) Ronald L. Gibson, Past President, Ruff Bond Cobb Wade & Bethune, 831 East Morehead Street, Suite 860, Charlotte, NC 28202; 704/377-1634, Email: [email protected] (Felicia) (8283)
COUNCILORS
DIVISION I
DISTRICT
1. C. Everett Thompson, II, 101 W. Main Street, Elizabeth City, NC 27909; 252/335-7200; FAX:
252/338-5297; Email: [email protected] (Dru) (5859)
2. G. Thomas Davis, Jr., P. O. Box 277, Swan Quarter, NC 27885, 252/926-3781; FAX: 252/926-
3486; Email: [email protected] (Kathy) (8723)
3A. Charles R. Hardee, 202 E. Arlington Blvd. Ste. W, P.O. Box 924, Greenville, NC 27835; 252/355-
1998; FAX: 252/321-2948; Email: [email protected] (Tena) (9836)
3B. Debra L. Massie, 710 Cedar Street, P.O. Box 360, Beaufort, NC 28516; 252/728-3158; FAX:
252/728-5282; Email: [email protected] (Lee Pittman) (17545)
4. Robert W. Detwiler, 327 New Bridge Street, P.O. Box 353, Jacksonville, NC 28541-0353;
910/455-0867; FAX: 910/346-5418; Email: [email protected] (8245)
5. Harold L. Pollock, 105 East Fremont Street, P.O. Drawer 999, Burgaw, NC 28425; 910/259/6030;
FAX: 910/259-6035; Email: [email protected] (Sadie) (8465)
6. W. Rob Lewis, II, 114 Deerwoods Road, Ahoskie, NC 27910; 252/395-2093; Email:
[email protected] (Faye) (9918)
7. Randall Pridgen, P.O. Box 7100, 2343 Professional Drive, Rocky Mount, NC 27804; 252/937-
2200; FAX: 252/937-8100; Email: [email protected] (Liz) (11060)
8. C. Branson (Branny) Vickory, III, P.O. Box 10809, Goldsboro, NC 27532-0809; 919.778.6707;
Email: [email protected] (Deborah) (10083)
4/15/2016
DIVISION II
9. Paul Jerald Stainback, P.O. Box 1820, Henderson, NC 27536; 252/438-4136; FAX 252/492-
8183; Email: [email protected] (Ellen) (7339)
9A. Alan S. Hicks, 3 Union Plaza, 205 N. Main Street, Roxboro, NC 27573; 336/599-4032; FAX:
336/599-3656; Email: [email protected] (Cindy) (5658)
10. Theodore C. Edwards, II, 2119 Abby Knoll Drive, Apex, NC 27502; 919/474-9137; Email:
[email protected] (Tiffany) (20948)
10. Nicholas J. Dombalis, II, P.O. Box 18237, Raleigh, NC 27619; 919/781-1311; FAX: 919/782-
0465; Email: [email protected] (Melissa) (6596)
10. Heidi C. Bloom, P.O. Box 17803, Raleigh, NC 27619; 919/781-4000; Email:
[email protected] (Woofer Davidan) (22848)
10. C. Colon Willoughby, Jr., 2700 Peachtree Street, Raleigh, NC 27608; 919 755-6617; Email:
[email protected] (Tricia) (9040)
10. Warren Savage, Lawyers Mutual, P.O. Box 1929, Cary, NC 27512; 919.677.8900; FAX:
919.677.0131; Email: [email protected] (Elizabeth) (23534)
10. Walter E. Brock, Jr., Young Moore Henderson, P.O. Box 31627, Raleigh, NC 27622;
919.861.5119; Email: [email protected] (Lynne) (8195)
10. Katherine Ann Frye, Frye Law Office, 162 Mine Lake Court, Suite 200, Raleigh, NC 27615;
919. 846.8807; FAX: 919.457.1496; Email: [email protected] (Kevin Smith) (27835)
10. Donna R. Rascoe, GlenLake One, Suite 200, 4140 Parklake Avenue, Raleigh, NC 27612;
919/329-3835; Email: [email protected] (Glen) (20078)
11A. Eddie S. Winstead, III, Harrington, Gilleland, Winstead, et al; 1410 Elm Street, Sanford, NC
27330; 919.776.4131; Email: [email protected] (Libby) (10587)
11B. Marcia Armstrong, 602 South Third St., P.O. Box 27, Smithfield, NC 27577; 919/934-1575;
FAX: 919/934-1846; Email: [email protected]; (Lamar) (10784)
12. Lonnie M. Player, Jr., P.O. Box 88095, Fayetteville, NC 28304; 910/426-5291; FAX: 910/426-
9500; Email:[email protected] (Dana) (25462)
13. Harold (Butch) Pope, 706 N. Madison Street, P.O. Box 749, Whiteville, NC 28472; 910/640-
0876; FAX: 910 640-2173; Email: [email protected] (Beverly) (10704)
14. John A. Bowman, 2741 University Drive, Durham, NC 27707; P.O. Box 52396, Durham, NC
27717; 919/493-6464; FAX: 919/493-1218; Email: [email protected] (Ginny) (13865)
14. William S. Mills, 404 Hunt Street, Suite 100, Durham, NC 27701; P.O. Drawer 3865, Durham,
NC 27702; 919/683-2135; Email: [email protected] (8905)
15A. Charles Davis, P.O. Box 366, Mebane, NC 27302; 919/563-2550; FAX: 919/563-9019; Email:
[email protected] (7082)
15B. Dorothy (Dottie) Bernholz, 1202 Roosevelt Drive, Chapel Hill, NC 27514; 919/942-1845; Email:
[email protected] (Steve) (6505)
16A. Terry R. Garner, Moser, Garner & Bruner, PA, P.O. Box 563, Laurinburg, NC 28353; 910.276-
2631; Email: [email protected] (Marilyn) (1599)
16B. David F. Branch, Jr., 606 N. Elm Street, P.O. Box 1448, Lumberton, NC 28359; 910/738-5277,
FAX: 910/738-3678, Email: [email protected] (JoAnne) (9710)
16C. Richard Buckner, 109 W. Franklin Street, #1, Rockingham, NC 28379; 910/997-5076; Email:
[email protected] (Pat) (7637)
4/15/2016
DIVISION III
17A. Matthew W. Smith, 610 Henry Street, Eden, NC 27288; P.O. Box 507, Eden, NC 27289;
336/623-4491; FAX: 336/623-7308; Email: [email protected] (Michelle) (25652)
17B. Thomas W. Anderson, P.O. Box 1273, Pilot Mountain, NC 27041; 336/368-9621; FAX:
336/368-9168; Email: [email protected] (Ann) (8628)
18. Barbara R. Christy, 1500 Renaissance Plaza, 230 N. Elm Street, P.O. Box 21847, Greensboro,
NC 27420; 336/370-8800; FAX: 336/370-8830; Email: [email protected] (Rick) (10833)
18. Stephen Edward Robertson, Higgins Benjamin, PLLC, P.O. Box 20570, Greensboro, NC 27420,
336.273.1600; FAX: 336.274.4650; Email: [email protected] ( ) (27608)
18H Richard S. Towers, 322 South Wrenn Street, High Point, NC 27260; 336/885-5151;
FAX: 336/885-5152; Email: None (Doris) (5446)
19A. James D. Foster, P.O. Box 1362, Concord, NC 28026; 3900 Davidson Hwy., Concord, NC
28027; 704/782-1996; FAX: 704/782-1996 Email: [email protected] (Willie) (12154)
19B. Clark R. Bell, P.O. Box 4064, Asheboro, NC 27204; 336.629.5883; FAX: 336.629.6337; Email:
[email protected]; (Diane) (10799)
19C. Darrin D. Jordan, 305 N. Main Street, Salisbury, NC 28144; 704/637-1111; FAX: 704/642-0672;
Email: [email protected] (Dana) (17483)
19D. Richard J. Costanza, 375 Southeast Broad Street, Southern Pines, NC 28387; 910/692-7121;
FAX: 910/692-4206; Email: [email protected] (Dana) (20915)
20A. John Webster, Singletary & Webster, P.O. Box 1518, Albemarle, NC 28002; 704.985.1300;
Email: [email protected] ( ) (22840)
20B. H. Ligon Bundy, 316 Hayne Street (28112), P.O. Box 7, Monroe, NC 28111; 704.289.2519;
FAX: 704.261.0083; EMAIL: [email protected] (Linda) (7034)
21. Michael L. Robinson, 101 N. Cherry Street, Suite 720, Winston-Salem, NC 27101; 336/631-
8500; FAX 336/631-6999; Email: [email protected] (Wynn Tanner) (9438)
21. Kevin G. Williams, P.O. Box 21029, Winston-Salem, NC 27120-1029; 336.714.4150;
FAX: 336.722.8153; Email: [email protected] (Aimee) (25760)
22A. Kimberly S. Taylor, P.O. Box 1237, Taylorsville, NC 28681; 828/635-0312;
Email: [email protected] (Tim Byrd) (9834)
22B. Roger S. Tripp, 118 W. First Avenue, Lexington, NC 27292; P.O. Box 743, Lexington, NC
27293; 336/249-9961; FAX: 336/249-3309; Email: [email protected] (Diane) (6413)
23. John S. Willardson; 206 E. Main Street, Wilkesboro, NC 28597; 336/838-5129; FAX: 336/838-
8959; Email: [email protected] (Ann) (4730)
4/15/2016
DIVISION IV
24. Andrea N. Capua, 642 W. King Street, P.O. Box 193, Boone, NC 28607; 828.264.6126; FAX:
828.264.7743; Email: [email protected] (Steve Owen) (20278)
25. M. Alan LeCroy, LeCroy & Wilcox, P.O. Drawer 1785, Morganton, NC 28680; 828.438.9327;
FAX: 828.438.9328; Email: [email protected] ( ) (18272 )
26. DeWitt “Mac” McCarley, Parker Poe, 3 Wells Fargo Center, 401 S. Tryon Street, Suite 3000,
Charlotte, NC 28202; 704/335-9519; FAX 704/335-9693; Email: [email protected]
(Leslie) (7865)
26. Nancy Black Norelli, 1340 Harding Place, Charlotte, NC 28204; 704/376-5484; FAX: 704/376-
5485; Email: [email protected] (Ronald) (7940)
26. Mark P. Henriques, 3500 One Wachovia Center, 301 South College Street, Charlotte, NC 28202;
704/331-4912; FAX: 704/338-7830; Email: [email protected] (Anna Guyton) (18701)
26. A. Todd Brown, Hunton & Williams, LLP, 101 S. Tryon Street, Suite 3500, Charlotte, NC 28280;
704/378-4727; FAX: 704/ 378-4890; Email: [email protected] (Jacqui) (13806)
26. David N. Allen, Hedrick Gardner Kincheloe & Garofalo, LLP, P.O. Box 30397, Charlotte, NC 28230;
704.602.8015; Email: [email protected] (Kimberly) (9095)
26. Robert C. Bowers, Moore & VanAllen, PLLC, 100 N. Tryon St., Ste. 4700, Charlotte, NC 28202;
704.331.3560; Email: [email protected] (Sandy) (23009)
26. Eben T. Rawls, III, Rawls, Scheer, Foster & Mingo, PLLC, 1011 E. Morehead Street, Suite 300,
Charlotte, NC 28204; 704.376.3200; Email: [email protected] (Leslie) (8478)
27A. Sonya C. McGraw, Gaston County Schools; 943 Osceola Street, P.O. Box 1397, Gastonia, NC
28053; 704/866-6119; Email: [email protected] (Jay) (18318)
27B. Ralph W. Meekins, 1219 Fallston Road, Shelby, NC 28150; 704/487-1234, FAX: 704/487-1251;
Email: [email protected] (Loann) (13611)
28. Anna Hamrick, 56 College Street, Suite 201, Asheville, NC 28801; 828.253.0336; FAX:
828.253.0886; Email: [email protected] (Sam Snead) (23150)
29A. H. Russell Neighbors, 28 S. Main Street, Marion, NC 28752; 828.652.5355; Email:
[email protected] (Patty) (12503)
29B. Christopher S. Stepp, 112 S. Main Street, Hendersonville, NC 28792; 828/693-4135; Email:
[email protected] (Heather) (16933)
30. Gerald Collins, Jr., Collins Law Firm, P.O. Drawer 740, Murphy, NC 28906; 828/837-9456;
FAX: 828/837-3635; Email: [email protected] (Sherry) (9169)
PUBLIC MEMBERS
Paul L. Fulton, Jr., Forsyth County Finance Dept. 201 N. Chestnut Street; Winston-Salem, NC
27101; 336/703-2051; FAX 336/727-8045, Email: [email protected] (Vera)
James W. Hall, 751 Mt. Moriah Road, Ahoskie, NC 27910; cell: 252/358-1662;
office: 252/358-1662; Email: [email protected] (Bettie)
Margaret H. Dickson, 501 Valley Road, Fayetteville, NC 28305; Cell 910/977-8937;
Email: [email protected]
1
DISTRICT BAR OFFICERS
Updated April 12, 2016
DIVISION 1
District 1 (Terms expire 1/17)
(2 Year Terms)
David F. Mills, PA
1559-B Booker Dairy Rd.
Smithfield, NC 27577
Benjamin Gallop-Vice-President
2502 S. Croatan Hwy.
Nags Heads, NC 27959
252/441-0871
[email protected] Lamar Armstrong III-Secretary/Treasurer
PO Box 27
Smithfield, NC 27577
919/934-1575
Kim Pellini-Past-President
200 E. Colonial Ave.
Elizabeth City, NC 27909
252/331-4743
District 2 (Terms expire 7/16)
Lloyd Williams-President
4428 Loop Rd.
Scranton, NC 27875
252/946-0141
Curtis S. Potter-Vice-President
116 Adams St.
Plymouth, NC 27962
252/793-5823
Sarah A. Homes – Secretary/Treasurer
279 White Plains Rd.
Engelhard NC 27824
252/917-2712
Lisa Coltrain-Past-President
2
PO Box 1186
Williamston, NC 27892
252/809-5110
252/809-5111 Fax
District 3A (Terms expire 12/16)
Joe Leahy-President
PO Box 6028
Greenville, NC 27834
252/847-7468
Jordan Smith-Vice-President
1717 W. 5th St.
Greenville, NC 27834
252/902-3116
[email protected] Jarrette Pittman-Secretary/Treasurer
138 Parkridge Ct.
Rocky Mount, NC 27804
252/443-5594
Mary Stokes-Past-President
1510 E. Arlington Blvd., Ste. A
Greenville, NC 27858
252/758-4100
District 3B (Terms expire 12/16)
Ben Eisner-President
405 Middle St.
New Bern, NC 28560
252/633-1930
[email protected] William Joseph Kennedy II-Vice-President
613 Cedar St. Ste. A
Beaufort, NC 28516
252/728-1208
Heather Beam-Secretary/Treasurer
325 Pollock St.
New Bern, NC 28560
Sharon G. Scudder-Past-President
405 Evans St. Ste. B
Big Rock Landing
Morehead City, NC 28557
252/648-0115
3
District 4 (Terms expire 10/16)
Trevor James Avery- President
636 Court St.
Jacksonville, NC 28540
910/347-0161
[email protected] Tiffany N. Naylor-Vice-President
PO Box 2148
Clinton, NC 28329
910/299-0935
[email protected] Shannon Page-Treasurer/Secretary
381 Woods Crossroads Rd.
Benson, NC 27504
Braxton Price-Past-President
PO Box 277
Kenansville, NC 28349
910/296-9838
910/296-9636 Fax
District 5 (Terms expire 11/16)
Alex Dale-President
PO Box 7068
Wilmington, NC 28406
910/794-4800
910/794-4806 Fax
Tonya Turner-Vice-President
PO Box 1386
Burgaw, NC 28425
910/259-3180
910/259-3186 Fax
Clay Collier - Secretary
5002 Randall Pkwy.
Wilmington, NC 28403
910/762-9711
910/256-0310 Fax
William Augustus Oden III- At Large Member for New Hanover
PO Box 7068
Wilmington, NC 28406
4
910/794-4800
Jacqueline Newton –At Large Member for Pender
PO Box 1580
101 W. Fremont St.
Burgaw, NC 28425
910/300-6391
Lindsey Luther- Past-President
316 Princess St.
Wilmington, NC 28401
910/772-6610
District 6 (Terms expire 1/17)
Ronnie C. Reaves-President
PO Box 587
Weldon, NC 27890
252/536-2503
252/536-5130 Fax
[email protected] Michael Petty Hinton-Vice-President
PO.Box 444
Murfreesboro, NC 27855
252/398-8101
Maria R. Jones – Secretary/Treasurer
PO Box 448
Murfreesboro, NC 27855
252/398-4171
255/398-4051 Fax
[email protected] Jonathan E. Huddleston –Past-President
PO Box 100
Windsor, NC 27983
252/794-3161
District 7 (Terms expire 11/16)
Robert C.M. Rountree-President
PO Drawer 279
Wilson, NC 27894
252/237-3153
Sharon Sprinkle-1st Vice-President
4497 Sunset Ave.
Rocky Mount, NC 27804
5
252/451-1515
Michael D. Gaynor-2nd
Vice-President
PO Box 757
Nashville, NC 27856
252/459-2121
Kelly H. Shore – Secretary
PO Box 4751
Rocky Mount, NC 27803
252/557-2224
J. Mike Eatmon – Treasurer
PO Box 10
Nashville, NC 27856
252/469-9000
252/459-9797 Fax
Kristen P. Miller-Past-President
130 S. Franklin St.
Rocky Mount, NC 27804
252/972-7042
District 8 (Terms expire 11/16)
Michael A. Muskus-President
PO Box 2468
Kinston, NC 28501
252/527-5505
[email protected] Jonathan Smith-Vice-President
PO Box 11050
Goldsboro, NC 27532-1050
919/432-1505
Ashley Fillippeli Stucker-Secretary/Treasurer
PO Box 3169
Kinston, NC 28502
252/527-8000
Tonya Nicole Davis Barber- Past-President
PO Box 1493
Goldsboro, NC 27533
919/738-3228
6
DIVISION II
District 9 (Terms expire 12/16)
Joyce W. Fischer-President
PO Box 567
Oxford, NC 27565
919/603-1454
[email protected] Deborah Leigh Holtzman-Vice-President
PO Box 139
Henderson, NC 27536
252/438-8131
Gerald Thomas Koinis-Secretary/Treasurer
PO Box 247
Oxford, NC 27565
919-693-8161
C. Boyd Sturges, III- Past-President
PO Box 708
Louisburg, NC 27549
919/496-2137
District 9A (Terms expire 12/16)
J. Hoyte Stultz III-President
Caswell County Chief ADA
336/459-4010
William Russell Johnston-Vice-President
PO Box 999
Yanceyville, NC 27379
336/694-4363
Julie A. Ramsey-Secretary/Treasurer
PO Box 3130
Roxboro, NC 27573
336/599-5004
Wallace W. Bradsher Jr. –Past- President
PO Box 1143
Roxboro, NC 27573
336/503-5252
336/503-5253 Fax
7
District 10 (Terms expire 12/16)
Brian O. Beverly-President
PO Box 31627
Raleigh, NC 27622
919/782-6860
Ashley H. Campbell –President-Elect
PO Box 31507
Raleigh, NC 27622-1507
[email protected] Meghan N. Knight-Secretary
101 SAS Campus Dr.
Cary, NC 27513
Adam M. Gottsegen-Treasurer
3700 Glenwood Ave., Ste. 500
Raleigh, NC 27612
Whitney D.G. Von Hamm-Executive Director
PO Box 3686
Cary, NC 27519-3686
919/677-9903
Shaula A. Brannan-Membership Coordinator
8000 Weston Pkwy.
Cary, NC 27513
919/659-1441
919/657-1564
Mark A. Finkelstein-Past-President
PO Box 27525
Raleigh, NC 27611
919/755-8819
District 11A (Terms expire 1/17)
Rebecca Whitaker –President
PO Box 4477
Sanford, NC 27331
919/774-4445
Kathryn Tart- Vice-President
PO Box 2177
Dunn, NC 28335
910/892-3112
8
Jasmine Lucas-Secretary/Treasurer
1502 Woodland Avenue
Sanford, NC 27330
919/775-5653
Charlene Edwards-Past-President
PO Box 2446
Lillington, NC 27546
910/893-1128
District 11B (Terms expire 12/16)
David F. Mills-President
1559-B Booker Dairy Rd.
Smithfield, NC 27577
919/934-7235
Scott Johnson-Vice-President
PO Box 119
Smithfield, NC 27577
919/934-6187
Lamar Armstrong-Secretary/Treasurer
PO Box 27
Smithfield, NC 27577
919/934-1575
Alan B. “Chip” Hewett-Past-President
PO Box 369
Selma, NC 27576
919/202-9811
District 12 (Terms expire 7/16)
Victoria Hardin-President
330 Dick St.
Fayetteville, NC 28301
910/323-3500 ext. 215
910/323-0066 Fax
Mark. L. Hearp-1st Vice-President
PO Box 2275
Fayetteville, NC 28302
910/323-4600
910/323-3403 Fax
9
Cull Jordan-2
nd Vice-President
P O Drawer 209
Fayetteville, NC 28302
910/484-8195
Thomas Neville-Secretary
PO Box 705
Fayetteville, NC 28302
910/433-4433
Deanna Coleman-Treasurer
4317 Ramsey St.
Fayetteville, NC 28311
910/864-6888
Hilton “Hutch” Hutchens- Past-President
4317 Ramsey St.
Fayetteville, NC 28302
910/864-6888
District 13 (Terms expire 4/16)
Allen M. Johnson-President
PO Box 2212
Elizabethtown, NC 28337
910/862-2252
Heath Nance-President-Elect
District Attorney's Office
110 Courthouse Sq.
Whiteville, NC 28472
910/641-4462
Jason Disbrow-Vice-President
PO Box 11058
Southport, NC 28461
910/475-5076
[email protected] Andrew Wall-Secretary/Treasurer
PO Box 72
505 Harwood St.
Elizabethtown, NC 28337
Calvin Chandler-Past-President
PO Box 3125
Shallotte, NC 28459
910/755-5005
910/755-5050 Fax
10
District 14 (Terms expire 6/15)
Dorothy Hairston Mitchell-President
510 S. Dillard St., Ste. 4700
Durham, NC 27701
919/808-3327
919/808-3040 Fax
[email protected] Fredrick S. Battaglia Jr.-Vice-President
120 E. Parrish St., Ste. 210
Durham, NC 27701
919/688-7199
Antoinette Hilliard-Secretary
510 S. Dillard St., Ste. 4700
Durham, NC 27701
919/808-3023
Catherine Wilson-Treasurer
3211 Shannon Rd., Ste. 620
Durham, NC 27707
919/493-0584
[email protected] Bonnie B. Biggs-Executive Director
Durham County Bar Association
PO Box 593
Durham, NC 27702
919/682-2012
Carlos E. Mahoney-Past-President
PO Drawer 3865
Durham, NC 27702
919/683-2135
District 15A (Terms expire 12/16)
Molly Anne Whitlatch-President
PO Box 22106
Greensboro, NC 27420
336/333-6387
Hillary Whitaker-Vice-President
3132 Commerce Place, Ste. C
Burlington, NC 27215
11
336/517-0087
Jamie Hamlett-Secretary
319 N. Graham-Hopedale Rd.
Burlington, NC 27217
336/570-6548
Benjamin D. Overby-Treasurer
PO Drawer 2958
Burlington, NC 27216
336/227-8851
Marissa West-Past-President
522 S. Lexington Ave.
Burlington, NC 27215
336/227-8851
336/226-3866 Fax
District 15B (Terms expire 5/16)
Brian M. Ferrell- President
PO Box 51579
Durham, NC 27717-1579
919/490-0500
Hathway Pendergrass-Vice-President
410 Martin Luther King, Jr. Blvd.
Chapel Hill, NC 27514
919/929-0323
Andrew Slawter-Secretary/Treasurer
PO Box 607
Pittsboro, NC 27312
919/542-2400
Gregory Herman-Giddens-Past-President
205 Providence Rd.
Chapel Hill, NC 27514
919/493-6351
District 16A (Terms expire 12/16)
Ian Bloom-President
Public Defender's Office
125 E. Edinborough Ave.
Raeford, NC 28376
12
[email protected] Angela Carter-Vice-President
PO Box 399
Raeford, NC 28376
910/248-6039
Timothy Snead-Secretary/Treasurer
PO Box 1548
Laurinburg, NC 28353
910/506-4373
Ida Baker- Past-President
119 Live Oak Dr.
Raeford, NC 28376
910/565-2369
District 16B (Terms expire 12/16)
Jack H. Moody Jr. - President
417 Highland Ave.
Lumberton, NC 28358
910/671-3364
Vercelia Y. Freeman-Vice-President
219 Emma Jane Rd.
Saint Pauls, NC 28384
910/277-3237
Ronette A. Gerber-Secretary
UNC Pembroke
PO Box 1510
One University Drive
Pembroke, NC 28372
910/521-6201
Katherine H. Davis-Treasurer
PO Box 1571
Lumberton, NC 28359
910/739-8196
Norris M. Grantham-Past-President
PO Box 1448
Lumberton, NC 28359
910/738-5277
District 16C (Terms expire 1/17)
13
Aaron Bates-President
PO Box 1419
Wadesboro, NC 28170
704/694-0195
Clifford Ray Herndon-Vice-President
322 Richmond Rd.
Rockingham, NC 28379
Ira B. Pittman – Secretary/Treasurer
PO Box 758
Rockingham, NC 28330
910/895-4018
910/895-0101 Fax
J. Brent Garner-Past-President
PO Box 1224
Rockingham, NC 28380
910/997-4700
910/997-4779 Fax
DIVISION III
District 17A (Terms expire 7/16)
Wendy Walker-President
PO Box 143
Reidsville, NC 27323
336/613-1262
Shireen Z. Wayne-Secretary
PO Box 35
Wentworth, NC 27375
Scott K. Skidmore-Treasurer
PO Box 899
Reidsville, NC 27323
336/349-4364
Haynes Dallas-Past-President
117 E. Murphy St.
Madison, NC 27025
336/548-2309
District 17B (Terms expire 1/17)
(Two-year terms)
14
Brandon West- President PO Box 775 King, NC 27021 336/983-3177 336/983-8626 [email protected]
Karen Adams-First Vice-President 332 N. Main St. Dobson, NC 27017 336/356-4900 336/356-2900 Fax [email protected] Quentin Harris-Second Vice-President
225 Oak Ridge Dr.
Mount Airy, NC 27030
336/918-6384
Hugh B. Campbell, III-Secretary/Treasurer
PO Box 1846
Mount Airy, NC 27030
336/719-1700
336/719-1703 Fax
James N. Freeman, Jr.-Past-President
PO Box 347
Elkin, NC 28621
336/835-4407
336/526-3908 Fax
District 18 (Terms expire 8/16)
Afi Johnson-Parris - President
208 W. Wendover Ave.
Greensboro, NC 27401
336/333-2244
Kenneth R. Keller – President-Elect
235 N. Edgeworth St.
Greensboro, NC 27401
336/478-1125
Sarah H. Roane - Secretary
324 W. Market St.
Greensboro, NC 27401
336/332-6128
Parrish L. Peddrick - Treasurer
300 N. Greene St., 6th Floor
Greensboro, NC 27401
15
336/378-4085
Diane Lowe-Administrator
Greensboro Bar Association
122 North Elm St., Ste. 805
PO Box 1825
Greensboro, NC
336/378-0300
James W. Bryan – Past President
701 Green Valley Rd., Ste. 100
Greensboro, NC 27408
336/387-5122
District 18H (Terms expire 12/16)
David K. Rosenblutt-President
PO Box 2756
High Point, NC 27261
336/883-6177
Kimberly H. Floyd-Vice-President
401 S Main St
High Point, NC 27260
336/886-5031
Nathan K. Chriswan-Secretary/Treasurer
PO Drawer 2086
High Point, NC 27261
David H. Idol II-Past-President
PO Box 1776
High Point, NC 27261
District 19A (Terms expire 12/16)
Judge Christy Wilhelm-President
PO Box 1841
Concord, NC 28026
704/262-5512
Annette Heim-Vice-President
PO Box 743
Concord, NC 28026
704/788-3262
16
Kimberly Herrick-Secretary
PO Box 528
Concord, NC 28026
704/782-3315
Heather Mobley-Treasurer
363 Church St. North, Ste. 260-H
Concord, NC 28085
980-354-1390
Fredrick Joseph Kraus- Past-President
285 Church St., North
Concord, NC 28025
704/707-4224
704/943-9166
District 19B (Terms expire 12/16)
Jeannie Blake-President
PO Box 611
Troy, NC 27371
Sarah Lanier-Vice-President
350 N Cox St., Ste. 25
Asheboro, NC 27203
336/629-6529
Walter Jenkins-Secretary/Treasurer
PO Box 1208
Biscoe, NC 27209
Jeff Suggs- Past-President
PO Box 4730
Asheboro, NC 27204-4730
336/626-1201
District 19C (Terms expire 11/16)
M. Reid Acree, Jr. - President
225 N. Main St.
Salisbury, NC 28144
704/633-0860
Emily Hunter-Vice-President
PO Drawer 1617
Salisbury, NC 28145
704/636-7100
17
Richard R. Reamer – Secretary/Treasurer
PO Drawer 1617
Salisbury, NC 28145
704/636-7100
704/636-2284 Fax
Kathryn C. Setzer-Past-President
PO Box 4479
Salisbury, NC 28145
704/202-0515
District 19D (Terms expire 3/16)
Robert Garner IV-President
PO Box 1540
Carthage, NC 28327
910-947-1500
William H. Pate-Vice-President
PO Box 1669
Pinehurst, NC 28370
910/295-2161
Austin Morris-Secretary/Treasurer
PO Box 2558
Southern Pines, NC 28388
910/255-0004
Arthur M. Blue –Past-President
PO Box 1540
Carthage, NC 28327
910/947-1500
District 20A (Terms expire 9/16)
Patrick Currie-President
214 E. North St.
Albemarle, NC 28001
704/983-6116
Andrew Scales-Vice-President
PO Box 2300
Albemarle, NC 28002
704/985-1332
18
J. Kent Trull-Secretary/Treasurer
2036 Woodhurst Ln.
Albemarle, NC 28001
704/983-3167
Jim Senter-Past-President
PO Box 400
Albemarle, NC 28002
704/982-2141
District 20B (Terms expire 12/16)
Tracy Regan-President
PO Box 2033
Monroe, NC 28111
704/289-3229
Cynthia Brooks-Vice-President
100 Winchester Ave.
Monroe, NC 28110
704/283-5070
Isla Tabrizi-Treasurer
112 N. Main St.
Monroe, NC 28111
704/ 289-3250
Travis Green-Secretary
314 N. Hayne St.
PO Drawer 99
Monroe, NC 28112
704/289-4577
Erin S. Hucks-Past-President
211 N. Main St., Ste. G
Monroe, NC 28111
704/289-3229
District 21 (Terms expire 7/16)
George Cleland IV-President
One Salem Tower, Ste. 303
119 Brookstown Ave.
Winston Salem, NC 27101-5400
336/725-0234
Josh H. Bennett-President-Elect
1560 Westbrook Plaza Dr.
19
Winston-Salem, NC 27103
336/765-3121
Allison Tomberlin-Vice-President
PO Box 2513
Winston-Salem, NC 27120
336/727-2509
Jones Pharr Byrd Jr.-Secretary
860 W. Fifth St.
Winston Salem, NC 27101
336/725-1304
Kathleen DuBois-Treasurer
1100-A S.Stratford Rd., Ste. 523
Winston Salem, NC 27103
336/201-0730
Elliot A. Fus-Past-President
PO Drawer 25008
Winston-Salem, NC 27114
336/293-9000
336/293-9030 Fax
[email protected] Sandy Dickstein-Admin. Assistant
2135 New Walkertown Rd.
Winston-Salem, NC 27101
336/760-1232
District 22A (Terms expire 10/16)
Ronnie Crisco-President
330 S. Main St.
Mooresville, NC 28115
704/664-2162
[email protected] Richard Webb-Vice-President
PO Box 3010
Mooresville, NC 28117
Christopher Main-Secretary/Treasurer
PO Box 1146
Statesville, NC 28687
704/878-5401
Christina Clodfelter- Past-President
20
316 E.Broad St.
Statesville, NC 28677
704/873-2172
District 22B (Terms expire 11/16)
Brandy Koontz-Stockert- President
132 W. Brickwalk Ct.
Mocksville, NC 27028
336/751-6235
Michael Eldredge-Vice-President
19 E. 2nd
Ave. Ste. C
Lexington, NC 27292
336/499-1955
Courtney Roller-Secretary
40 Salem St.
Thomasville, NC 27360
336/475-0099
Judge Mark Klass-Treasurer
PO Box 1343
Lexington, NC 27292
336/249-4797
Shawn Fraley-Past-President
Barnes Grimes Bunce & Fraley, PLLC
PO Box 476
Lexington, NC 27293
336/249-9128
District 23 (Terms expire 12/16)
Stacy Adams-President
PO Box 989
Sparta, NC 28675
336/372-6999
336/372-5164
Amy Brodland-Vice-President
PO Box 67
West Jefferson, NC 28694
336/246-7172
Robert P. Laney-Secretary/Treasurer
906 Main St.
North Wilkesboro, NC 28659
336/838-1111
21
Charles Fred Bauer-Past-President
500 Courthouse Dr., Ste. 2022
Wilkesboro, NC 28697
336/651-4410
DIVISION IV
District 24 (Terms expire 12/15) Nichole and Peter to work on getting current officers. Per Kathryn Hemphill we need to
contact Donny Laws for Yancey County president.
Donny J. Laws – Secretary/Treasurer
PO Box 397
Burnsville, NC 28714
828/682-9645
Shannon Aldous-Past-President
827 W. King Street
Boone, NC 28607
828/355-9543
District 25 (Terms expire 10/15)
Richard S. Holloway- President
1005 Norwood St. SW
Lenoir, NC 28645
828/757-2904
Michael Paul Thomas-Vice-President
PO Box 218
Hickory, NC 28601
828/322-7741
Timothy J. Rooks-Secretary/Treasurer
305 E. Union St.
Ste. A-145
Morganton, NC 28655
828/438-8802
Steven Schoeberle-Director
2981 Village Dr.
Morganton, NC 28655
828/413-3542
Edward H. Blair Jr.-Director
22
210 Ridge St. NW
PO Box 776
Lenoir, NC 28645
828/758-0141
Kimberly H. Whitley-Director
PO Box 218
Hickory, NC 28603
828/322-7741
Lyndon Helton-Past-President
827 Highland Ave. NE
Hickory, NC 28601
828/328-9966
District 26 (Terms expire 6/16)
Cory Hohnbaum-President
100 N. Tryon St., Ste. 3900
Charlotte, NC 28202
704/503-2561
704/503-2622 Fax
F. Lane Williamson-President-Elect
301 E. Park Avenue
Charlotte, NC 28203
704/338-1220
Heather W. Culp-Vice-President
1701 South Blvd.
Charlotte, NC 28203
704/377-4300
Christopher C. Lam-Secretary
Nexsen Pruet, PLLC
227 West Trade St., Ste. 1550
Charlotte, NC 28202
704/338-5359
Tracy H. Hewett-Treasurer
700 E. Fourth St., Ste. 400
Charlotte, NC 28202
704/686-0943
704/686-0901 Fax
Carla N. Archie-Past-President
300 S. College St.
Charlotte, NC 28202
704/374-4902
704/383-0649 Fax
23
[email protected] Jill Manchester Wiggins Membership/Database Coordinator* Mecklenburg County Bar 2850 Zebulon Ave.
Charlotte, NC 28208 704/375-8624 x107 [email protected] *Please address all membership and dues questions to Jill Wiggins
District 27A (Terms expire 11/16)
Lauren Lowry- President
117 E. Main Ave.
Gastonia, NC 28052
704/861-9199
Jamie Hester-Vice-President
6313 W. Wilkinson Blvd.
Belmont, NC 28012
[email protected] Megan Shepard-Treasurer
190 S. South St.
Gastonia, NC 28052
704/750-1394
Joy Chappell-Secretary
PO Box 2206
420 E. Long Ave.
Gastonia, NC 28053-2206
704/865-1900
James Richardson-Past-President 325 N. Marietta St., Ste 3122
Gastonia, NC 28052
District 27B (Terms expire 11/16)
Rebecca Yoder-President
PO Box 38
Lincolnton, NC 28092
704/735-1423
[email protected] Lacey Beam-Vice-President
111 N. Lafayette St.
Shelby, NC 28150
704/482-6329
24
Van Graham-Secretary/Treasurer
PO Box 1060
Boiling Springs, NC 28017
Brittany Waters-Past-President
522 S. DeKalb St.
Shelby, NC 28150
704/471-0808
District 28 (Terms expire 6/16)
Brad Stark-President
35 N. Market St.
Asheville, NC 28801
828/505-4300
828/505-4302 Fax
Natalie W. Bacon- President-Elect
NC Dept. of Justice
952 Old US Hwy. 70
Black Mountain, NC 28711
828/669-3388
828/669-3365 Fax
Annika Brock-Vice-President
14 S. Pack Square, Ste. 406
Asheville, NC 28801
828/254-6200
Dustin James McIntee -Secretary
One Oak Plaza Ste. 209
Asheville, NC 28801
828/708-7850
Bo Carpenter-Treasurer
72 Patton Ave.
Asheville, NC 28801
828/252-7381
Lisa-Gaye Hall-Bar Administrator
28th
Judicial District Bar
PO Box 7391
Asheville, NC 28802
828/252-5733
Jacqueline Grant-Past-President
BB&T Building, Ste. 1100
25
One West Pack Square
Asheville, NC 28801
828/258-6909
District 29A (Terms expire 10/16)
Brian W. King- President
215 N. Main St.
Rutherfordton, NC 28139
828/286-3332
828/286-1110 Fax
Aaron Walker- Vice-President
McDowell County DSS
PO Box 338
Marion, NC 28752
828/652-3355
John B. Crotts-Secretary
215 N. Main St.
Rutherfordton, NC 28139
828/286-3332
828/286-1110 Fax
[email protected] David Denninger-Treasurer
21 S. Main St.
Marion, NC 28752
305/469-9177
Tiffany Morgan-Past-President
124 E. Court St.
Marion, NC 28752
828/652-2900
District 29B (Terms expire 11/16)
Doug Mundy-President
117 Forest Lake Dr.
Asheville, NC 28803
828/884-3155
Douglas H. Pearson-Vice-President
611 N. Church St., Ste. 109
Hendersonville, NC 28792
828/424-9859
Scott Sheffron-Secretary/Treasurer
26
Scott H. Sheffron
317 N. Washington St.
Hendersonville, NC 28739
828/698-9889
Tony C. Dalton-Past-President
PO Box 1268
Brevard, NC 28712
828/884-2334
District 30 (Terms expire 1/17)
(2 Year Terms)
Jason Arnold-President
PO Box 1002
Franklin, NC 28744
828/349-7210
Zeb Smathers-Vice-President
118 Main St., Ste. B
Canton, NC 28716
828/648-8240
Bonnie J. Claxton-Secretary/ Treasurer
PO Box 426
Sylva, NC 28779
828/586-8931
Diane Sherrill- Past-President
PO Box 2043
Sylva, NC 28779
828/586-4051
Chapter 3
Additional NCBA
Services, Awards
and Resources
North Carolina Bar Association Membership ApplicationPlease complete the information below. This information will be used to maintain your individual membership record.
1. Name & Contact Information Salutation: Mr. Ms. Other: __________
Name: _________________________________________________________________________________________
Preferred Name: ______________________________ Spouse’s Name: __________________________________
Mailing Address: _________________________________________________________________________________
City: _________________ State: ____ Zip: _________ County: _________________________________________
Street Address: __________________________________________________________________________________
City: _________________ State: ____ Zip: _________ County: ________________________________________
Phone: ______________________________________ Fax: ____________________________________________
Primary Email (required): ___________________________________________ Date of Birth: ________________
Employer: ______________________________________________________________________________________
Position Title: _________________________________ Referred by: _____________________________________
Law School: __________________________________ Law School Graduation Date: _______________________
N.C. State Bar Number: ________________________ Date Admitted: ___________________________________
Other State(s) Licensed: _________________________ Date Admitted: ___________________________________
NCCP Number: _______________________________ Date Admitted: ___________________________________
I am a: Government Atty. Law Student Legal Services Atty. Paralegal Private Practitioner
It is the responsibility of the individual occupying the positional membership and the agency to notify the NCBA of any changes to the individual’s contact information, including if a new individual occupies the positional membership.
2. Gender & Race/Ethnicity (optional)For demographic purposes only, please identify your gender and race/ethnicity below. Please check all that apply.
Female Male
African-American Asian-American Caucasian Hispanic Native American
Other: ______________________________________________________________________________________
3. Membership Classification
¨ Regular | Licensed in good standing with the N.C. State Bar or resident of N.C. who is licensed and in good standing with a state bar other than N.C.
¨ Sustainer | Sustaining members meet the requirements of Regular members and enable the Association to accomplish goals outlined in the mission statement and further the implementation of the Long-Range Plan.
¨ Out-of-state | Resident of a state other than N.C. and licensed in good standing with a state bar other than N.C. Out-of-state members cannot hold NCBA office, cannot vote and are not eligible for insurance programs; however, Out-of-state members can participate in all other membership privileges.
¨ Retired | Inactive Retired Status with the North Carolina State Bar and who are 60 years of age or older.
¨ Law Student | Free Law Student Division membership is open to all law students in ABA-accredited programs.
¨ Paralegal Division | Two classes of paralegal membership are open to those who perform or are eligible to perform substantive legal work under the direction of an attorney. Paralegal students will need a separate application to apply for membership. Definitions for both Regular and Provisional classes can be found at paralegaldivision.ncbar.org.
Continued on back...
6. Payment Total
Basic Membership Dues (from Section 4) $_________
Section Dues Total (from Section 5) $_________
Total Amount Enclosed $_________
7. Payment Method
Check (make payable to the NCBA) Credit Card: Visa MasterCard AmEx Discover
Card Number: _______________________________ Exp. Date: ___________________________
Name on Card: ______________________________ Signature: ___________________________
I hereby make an official application to membership in the North Carolina Bar Association.
Signature: ___________________________________________________ Date: _______________
5. Section DuesPlease check all those you wish to join
Administrative Law* $35 Antitrust & Complex Business Disputes Law $40 Appellate Practice $45 Bankruptcy $45 Business Law $45 Constitutional Rights & Responsibilities $45 Construction Law $40 Corporate Counsel
(full-time in-house counsel only) $45 Criminal Justice $35 Dispute Resolution* $40 Education Law $35 Elder & Special Needs Law $45 Environmental, Energy & Natural
Resources Law* $40 Estate Planning & Fiduciary Law $40 Family Law $45 Government & Public Sector $35 Health Law $40 Insurance Law $45 Intellectual Property Law* $45 International Law & Practice* $40 Juvenile Justice & Children’s Rights* $35 Labor & Employment Law $40 Law Practice Management & Technology* $45
$40$40$45
¨ Litigation¨ Military & Veterans Law*¨ R Preal operty¨ Solo, Small Firm & General Practice $40 Sports & Entertainment $40 Tax $40 Workers’ Compensation* $40 Zoning, Planning & Land Use* $40
*Non-lawyer affiliate members may join. Please see sectionapplication for specific affiliate information.
4. Basic Membership DuesThe NCBA membership year is July 1, 2015, through June 30,2016. Dues are not prorated.
MEMBERSHIP TYPE REGULAR SUSTAINER
Paralegal Membership $60 N/A Paralegal Provisional $60 N/A Law Student Membership Free N/AAnticipated Graduation Date: ___________________________
First year licensed to practice Free N/A
This includes attorneys licensed by exam or comity in North Carolina or attorneys licensed for the first time ever by exam in any state in 2015 or 2016. Select one section from the list of sections for a free year of section membership. You may join additional sections at the dues levels indicated; the lowest priced section selected will be free.
First licensed* in 2014 $95 $190 First licensed* in 2013 $120 $240 First licensed* in 2012 $135 $270 First licensed* in 2011 $195 $390 First licensed* in or before 2010 $290 $580 Retired $95 $190* Licensed in any state
Note: The NCBA is a voluntary association for the legal profession in North Carolina. The NCBA is unrelated to the North Carolina State Bar or the Board of Law Examiners. Membership in the State Bar is mandatory. The State Bar and the Board of Law Exami ners are the agencies that govern the licensing and discipline of lawyers in North Carolina.
Continued from front...
To submit this application, please:
Fax to 919.677.1775
Mail to NCBA Membership DepartmentP.O. Box 3688 | Cary, NC 27519-3688
Or apply online at www.ncbar.org
I am a:
NCBA member | NCBA #: ________________________
Paralegal Division member
Law Student Division member
Non-lawyer affiliate member(Only available in Administrative Law, Dispute Reso lu tion, Environment, Energy & Natural Resources Law, Intellect ual Property Law, International Law & Practice, Juvenile Justice & Children’s Rights, Law Practice Management, Military & veterans Law, Workers’ Compensation and Zoning, Planning & Land Use.)
Contact Information:
Mr. Ms. Other: ______________________
Name: _____________________________________________
Mailing Address: _____________________________________
___________________________________________________
City: _____________________ County: __________________
State: _____________________ ZIP:_____________________
Business Phone: _____________________________________
Business Fax: ________________________________________
Email: ______________________________________________
Firm/Employer: ______________________________________
Payment
TOTAL AMOUNT ENCLOSED: $ _______________
Check (make payable to the NCBA)
Credit Card: Visa MasterCard AmEx
Card #: ____________________________________________
Name on Card: ______________________________________
Exp. Date: ___________________________________________
Signature: ___________________________________________
Return completed application to:North Carolina Bar Association Membership DepartmentP.O. Box 3688Cary, NC 27519-3688
Fax to 919.677.1775 or apply online at www.ncbar.org
Section Affiliation Dues:
Please check all those you wish to join Administrative Law* $35
Antitrust & Complex Business Disputes Law $40
Appellate Practice $45
Bankruptcy $45
Business Law $45
Constitutional Rights & Responsibilities $45
Construction Law $40
Corporate Counsel** $45
Criminal Justice $35
Dispute Resolution* $40
Education Law $35
Elder & Special Needs Law $45
Environment, Energy & Natural
Resources Law* $40
Estate Planning & Fiduciary Law $40
Family Law $45
Government & Public Sector $35
Health Law $40
Insurance Law $45
Intellectual Property Law* $45
International Law & Practice* $40
Juvenile Justice & Children’s Rights* $35
Labor & Employment Law $40
Law Practice Management & Technology* $45
Litigation $40
Military & Veterans Law* $40
Real Property $45
Solo, Small Firm & General Practice $40
Sports & Entertainment $40
Tax $40
Workers’ Compensation* $40
Zoning, Planning & Land Use* $40
*Non-lawyer affiliate members may join. Please see section application for specific affiliate information. **Membership is limited to full-time, in-house counsel
SECTION MEMBERSHIP APPLICATION
Please complete the information below. Only use this application if you are already an NCBA member (including Paralegal and Law Student Division members) or if you are a non-lawyer joining a single section as an affiliate member. To submit this application, please mail to NCBA Membership Department, P.O. Box 3688, Cary NC 27519-3688, fax to 919.677.1775 or apply online at www.ncbar.org.
Last updated October 2015
Administrative Law | Represents the interests of lawyers who represent and practice before state and local regulatory boards and commissions, the Office of Administrative Hearings and occupational licensing boards. Also addresses matters related to the regulatory rulemaking process. Affiliate membership is open to non-lawyers who are actively involved in the promulgation, execution or enforcement of administrative rules
Antitrust & Complex Business Disputes Law | Deals with issues relating to antitrust law, unfair and deceptive trade practices, trade regulation and consumer protection. Newsletter highlights recent cases affecting members’ areas of interest.
Appellate Practice | Brings together association members who have a special interest in appellate practice, provide networking and educational opportunities in appellate practice, and promotes excellence in North Carolina’s appellate courts.
Bankruptcy | Promotes networking and education for practitioners in all areas of bankruptcy practice, both business and consumer areas, and among members who practice in the three federal bankruptcy districts. The ListManager provides valuable discussion of bankruptcy issues faced by members.
Business Law | Provides information practice tools and member activities related to business law practice. Proposes and monitors changes to state business laws and regulations.
Constitutional Rights & Responsibilities | Provides forum for all practice areas interested in issues relating to constitutional law. Goal is to increase public awareness of the Constitution.
Construction Law | Addresses issues concerning public and private contracting, mechanics’ liens and bonds, development, insurance and claims, construction defects, OSHA compliance and subcontracting.
Corporate Counsel | Membership in the Corporate Counsel Section is limited to full-time, in-house counsel and paralegals. Sponsors three regional luncheon meetings each year in the Triad, Charlotte and the Triangle, annual meeting with CLE designed for in-house counsel, and less formal “no-speaker” networking lunches.
Criminal Justice | Represents the interests of all lawyers who participate in the criminal justice system, whether defense attorney, prosecutor or member of the judiciary. Promotes civility, professionalism and the highest ethical standards in the practice of criminal law; serves as a vehicle for meaningful dialogue among prosecutors, the defense bar and the judiciary on topics of importance to criminal law.
Dispute Resolution | Affiliate membership is open to non-lawyer mediators. Addresses issues that are relevant to both mediation and arbitration. Acts as a resource for practicing mediators and arbitrators as well as attorneys who utilize alternative dispute resolution processes in and related to courts as well as in the context of business transactional matters.
Education Law | Promotes education of and networking among attorneys serving schools K-12 and colleges, administrators, employees, faculty and students. Broad coverage of legal perspectives including state and federal law and regulation, student issues, employment, board representation and other topics of interest to school systems, institutions of higher education, their personnel and students.
Elder & Special Needs Law | Addresses such issues as care management and correct placement for disabled adults requiring long-term care; Medicaid and Special Assistance eligibility for nursing home and assisted living; Medicare claims and appeals; Veterans’ benefits; Medicaid estate recovery; private payment options such as long-term care insurance; special needs trusts; planning for families with disabled children; guardianship law; advance directives and end-of-life decision-making; and mental capacity issues.
Environment, Energy & Natural Resources Law | Affiliate membership is offered to non-lawyer environmental professionals. Provides the only ongoing forum in the state for collegial interaction among all three sectors, boasting significant numbers of environmental lawyers (private, public and nonprofit).
Estate Planning & Fiduciary Law | Addresses issues of interest to attorneys engaging in estate planning and trust and estate administration. Promotes public awareness of estate planning and administration issues and the role of attorneys in these fields.
Family Law | The Family Law Section promotes improvements in family law practice and jurisprudence by legislative changes, legal education, practice guides, pro bono legal services and mentoring programs. It is a leader in CLE seminars, quality newsletters with case updates and articles for practitioners, and a List- Serve for practice aid and discussion. Best of all is a great party at the Family Section Annual Meeting. Participation is rewarding.
Government & Public Sector | Promotes the interests and practice of law by attorneys and paralegals employed by local, state or federal government and by those in private practice who represent public agencies. Members include attorneys employed in executive/administrative agency as well as those serving in legislative and judicial positions.
Health Law | Addresses legal issues related to health care including health care regulation of individual and institutional providers, medical liability and health insurance. Co-publishes Prognosis newsletter with the N.C. Society of Health Care Attorneys.
Insurance Law | Brings together NCBA members who have a primary interest to inform all lawyers interested in the field of insurance law of the current and significant developments in that area.
Intellectual Property Law | Affiliate membership is offered to patent agents. Subject matter committees examine patent, trademark, copyright, trade secret, international IP, licensing, , and other areas of intellectual property.
International Law & Practice | Affiliate membership in this section is open to non-lawyers active in the field. Serves as an educational, legislative and networking resource for practitioners engaged in cross border issues and international affairs. Plans and organizes both outbound and inbound attorney exchange delegations. Reviews current developments in political and trade-related entities, monitors state and federal laws and regulations and makes recommendations where appropriate.
Juvenile Justice & Children’s Rights | Affiliate membership offered to non-lawyer professionals dealing with children’s rights issues. Provides networking with attorneys and advocacy organizations interested in protecting the rights of children in all areas of the law affecting children including domestic, juvenile court and education.
Labor & Employment Law | Serves as an educational and networking resource for lawyers involved in a broad spectrum of employment law representation, also provides input on legislative and ethical matters affecting employers, employees, and counsel. Members include attorneys representing management, employees, and labor unions, plus representatives from various government entities and in-house counsel.
Law Practice Management & Technology | Provides resources and business training for all aspects of individual and firm practice management including technology, marketing, HR and financial management for firms of all sizes. Affiliate membership is open to non-lawyer firm administrators and law librarians.
Litigation | Includes those who have a substantial portion of their practice in civil litigation. The section takes the lead in addressing changes in the rules of civil procedure, the ethics rules and other statutes affecting civil litigation. The council, consisting of both plaintiff and defense attorneys, seeks to achieve a balanced approach to issues affecting litigation.
Military & Veterans Law | Affiliate membership offered to non-lawyer professionals dealing with military and veterans issues. Brings together NCBA members and affiliates who have a special interest in military law or veteran-focused legal services. Serves as a coordinating body for NCBA activities and initiative impacting military and veterans.
Real Property | Drafts, monitors and comments upon state and federal proposed legislation and regulations affecting real property practice; monitors and comments upon State Bar ethics inquiries; sponsors and participates in pro bono projects; provides variety of CLE programs; conducts aggressive consumer protection/authorized practice program; hosts active electronic discussion list; periodically updates and republishes forms book; and oversees NCBA copyrighted real property forms.
Solo, Small Firm & General Practice | Serves the needs of small and solo firms and general practitioners, publishes General Practice Deskbook and Habitat for Humanity Forms Book. Sponsors a variety of initiatives designed to enhance one’s practice and promote professionalism.
Sports & Entertainment | Includes lawyers who represent sports and entertainment clients, who serve as counsel to organizations engaged in the multi-billion dollars sports and entertainment industry and who wish to broaden their practices to include the sports and entertainment area. The section provides expertise to its members on the NHL, NFL, MLS, WUSA, Motor Sports, Olympic Sports, Professional Tennis and Golf, NCAA, Music, Film, Theater, Publishing and Television industries.
Tax | Offers a wide variety of programs on tax issues and engages in tax policy, tax pro bono projects, and tax legislative projects (in each case, with a focus on North Carolina state and local tax issues). The section meets annually with the North Carolina Department of Revenue and IRS representatives located in North Carolina.
Workers’ Compensation | Affiliate membership is offered to non-lawyer professionals who are involved in workers’ compensation law. Plaintiff and defense attorneys and the Industrial Commission are represented on the council and all perspectives are addressed in the newsletter. The section appoints a representative to meet periodically with the Industrial Commission to review issues of interest to members.
Zoning, Planning & Land Use | Includes attorneys in private and local governmental practice who routinely handle matters related to land use, zoning, zoning litigation, and environmental regulations affecting the development of land. Affiliate membership is open to non-lawyers active in the field of zoning, planning and land use law.
Locating a case by citationType in the volume number, reporter abbreviation, and �rst page number of the case. You can use Quick Caselaw Search or Advanced Caselaw Search.
To pull up Plessy v. Ferguson, 163 U.S. 537 (1896), type 163 U.S. 537 into the search box.
Batch-print multiple casesStart by adding cases to your print queue, either by clicking on the Add to My Print Queue link when you are viewing a case, or by clicking the Print Queue icon from the results page.
Next, select View Print Queue from the Print menu. On the next screen, review the cases on the list, make your formatting selections, and click Print/Save to begin downloading the document to your computer.
Want more information about Fastcase?This one is easy—visit us online at www.fastcase.com anytime, or call 1-866-773-2782 from 8a-8p Eastern time M-F, excluding holidays.
Sorting search resultsTo sort your search results, click on any column heading on the Results page. For example, clicking on Decision Date will sort your results in chronological order.
Printing a documentTo print the document you are viewing, start by clicking the Print/Save link at top right hand side of the screen. When you get to the Print Document screen make your format-ting selections (e.g., .pdf, .doc, .rtf ) and click Print/Save again.
The document will begin downloading to your computer.Once the document has downloaded, you can open and print the document using the appropriate software program (e.g., MS Word, Adobe Acrobat, Word Perfect).
Fastcase Quick Reference Guide | 2014
Browsing statutes in Outline ViewStart by selecting Search Statutes from the Search menu
and then select the Browse tab. Select the code you want to
browse by clicking on the plus sign to expand the view.
Expand any section by clicking on the plus sign. To view the
statute, click on the statute title.
Generating a list of later citing casesTo generate a list of cases that cite the case you are viewing, click the hyperlinked number under the Authority Check heading on the top left hand side of the screen.
Filtering cases by jurisdictionTo �lter your cases by jurisdiction, click the down arrow on the Jurisdiction Filter at the top left side of the screen, and select the jurisdiction you want from the drop down menu.
Locating a case by keywordTo pull up a document by keyword, use Advanced Caselaw Search and formulate your search query using one or more of the 8 Boolean operators listed at the bottom of this sheet.Tip: Start with a broad search and use Fastcase’s sorting and �ltering tools
to �nd the document you need. If you are not sure where to start, a natural
language search may help point you in the right direction.
Locating a case by party nameTry performing a keyword search using the following format: Plessy v. Ferguson. You can use Quick Caselaw Search or Advanced Caselaw Search.
To pull up Plessy v. Ferguson, 163 U.S. 537 (1896), type Plessy v. Ferguson into the search box.Tip: This works best when parties have less common names.
Boolean Search Operators
AND, &
w/2, /2“ ”
( )
NOTOR
*
?
chemical waste NOT management
“felony murder”
(security OR pledge) AND assignment
capital w/2 punishment
mitig*
mari?uana
copyright AND preemption
landlord OR lessor
cases with both the words "copyright" and "preemption"
cases with either the word "landlord" or "lessor"
cases with the words "chemical" and "waste" but not "management"
cases with either "security" or "pledge", and also the word "assignment"
cases containing the exact phrase "felony murder"
cases in which the word "capital" appears within 2 words of the word "punishment"
wildcard - cases containing variations of the stem, such as "mitigate", "mitigated"
cases containing mari - any letter - uana
Syntax Example Result
An Authority Check Report with a list of later-citing cases will open in a new tab or window in your browser.
®
{e - Citizen Lawyer Award Info..doc}
Official Nomination Requirements North Carolina Bar Association Citizen Lawyer Award
Purpose of the Award: To recognize and thank lawyers who exemplify the ideals of a
citizen lawyer; to recognize role models who inspire other lawyers. In addition to their legal work, lawyers throughout North Carolina serve their communities in numerous ways every day, including public service in appointed or elected positions, work with nonprofit charitable or political organizations, service in the military, and volunteering with youth sports programs or religious organizations.
Selection Criteria: A broad cross-section of citizen lawyers will be recognized at the NCBA
Annual Meeting for their service and contributions as citizen lawyers. Nominations are encouraged for lawyers who work outside their law practice to help others. The lawyer’s service can be in a local community or on a statewide basis. Examples of service may include the following: – Military service
– Elected or appointed service in local or state government – Service on boards of community agencies or nonprofit organizations – Involvement in public service projects, such as Habitat for Humanity, scouting or youth sports – Volunteer involvement with schools, faith-based programs, or other service-minded organizations
Please submit the following information about the Nominee: 1. Biographical Information, including:
– Name – Firm name – Business address – Telephone/Email – Area(s) of practice
2. A description of the nominee’s public or community service activities.
3. Contact information of a person with whom the nominee works in his/her public or community service activity:
– Name – Organization – Email
4. Contact information of person making nomination – Name
– Organization – Email
{e - Citizen Lawyer Award Info..doc}
Please return this form and any supporting information by December 15 to:
David Bohm | Citizen Lawyer Nominations P.O. Box 3688, Cary, NC 27519-3688
Questions? Please contact Carole Oliver at 919-677-0561
North Carolina Bar Association FoundationENDOWMENT GRANT APPLICATION FORM
P.O. Box 3688, Cary, NC 27519 • www.ncbar.org
Grant cycle for which funds are requested: January 1 – June 30, 20_____
July 1 – December 31, 20_____
Please indicate which of the following objectives and purposes of the Foundation most accurately describes your re-quest for Endowment funding (check only one):
To study, improve and facilitate the administration of justice; To build respect for and understanding of the law;
To enhance the professional competence of lawyers; To support legally related community service projects;
or To support the delivery of legal services to eligible indigent communities
Application Instructions and Deadlines:1. Applications must be received by April 30 to be considered by the Endowment Committee in the spring, and by October 31 to be con-
sidered in the fall. 2. Applications (and attached documents) should be submitted in a single-sided format (no double-sided or front/back documents).3. Applications, correspondence, etc., should be mailed to the attention of:
Th omas M. Hull, Director of Development, N.C. Bar Association Foundation, P.O. Box 3688, Cary, NC 275194. When funding is requested for projects involving the printing and distribution of publications of any type (books, brochures, pam-
phlets, etc.), a sample or mock-up should accompany the application.5. When a group submits more than one application for consideration within the same grant period, its group leader must submit a
prioritized list of requests for each submission ranging from the most important to the least important.
You will be contacted if additional information is needed, and notifi ed of the status of your application aft er review by theNCBA Foundation Endowment Committee and approval by the NCBAF Board of Directors in June (Spring applicants) or January (Fall applicants).
1. Name of Organization: _____________________________________________________________________________________
Address: _________________________________________________________________________________________________
City/State/Zip: _____________________________________________________________________________________________
2. Contact’s Name: __________________________________________________________________________________________
Title: ____________________________________________________________________________________________________
Address: __________________________________________________________________________________________________
E-mail: __________________________________________________________________________________________________
Telephone: ________________________________________________________ FAX: _________________________________
3. Project Name: _____________________________________________________ 4. Grant Amount Requested: $_____________
(Form continues on next page)
5. General Description of Project: _______________________________________________________________________________
_____________________________________________________________________________________________________________
_____________________________________________________________________________________________________________
_____________________________________________________________________________________________________________
_____________________________________________________________________________________________________________ Attach additional pages if necessary.
6. Purpose, Scope and Desirability of Project (include schedule of events, location and description of intended audience): ____________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ Attach additional pages if necessary.
7. Expected Completion Date of Project: _________________________________________________________________________
8. Total Cost of Project: $____________________________________________________________________________________
9. Describe how you will determine the success of this project (e.g. measurable outcomes, number of people served, etc.): ___________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ Attach additional pages if necessary.
10. Other Funds Pledged or On Hand: SOURCE AMOUNT
_________________________________________________________________ ____________________________________ _________________________________________________________________ ____________________________________ Attach additional pages if necessary.
11. On a separate page, please submit a project line-item budget to include administrative costs, such as personnel, supplies, print and mailing expenses, etc., identifying anticipated expenses of the project.
12. If the Organization/Applicant has been accorded tax-exempt status, please submit the Federal I.D. number: _______________ Attach a copy of the determination letter from the Internal Revenue Service.
If granted funds by the Foundation, the undersigned, on behalf of the above-named organization, agrees to render faithful eff orts to carry out the activities described in this application, and further agrees to furnish semi-annual status reports to the Foundation by April 30 and October 31 until the conclusion of the project. If necessary, you will need to request semi-annual grant extensions with your status reports.
Authorized Signature: __________________________________________________________________________________________
Title: _______________________________________________________________________________________________________
Date Submitted: ______________________________________________________________________________________________
For additional information regarding eligibility for Endowment Funds, please contact:Director of Development • North Carolina Bar Association Foundation • P.O. Box 3688 • Cary, North Carolina 27519
or call the North Carolina Bar Center at (919) 677-0561 or 1 (800) 677-0761.
APPLICATION DEADLINES are APRIL 30 and OCTOBER 31.
(Continued from previous page)
NORTH CAROLINA BAR ASSOCIATION FOUNDATION
ENDOWMENT GRANT APPLICATION FORM
P. O. Box 3688, Cary, NC 27519 – www.ncbar.org
___________________________________________________________________________________________________________
Grant cycle for which funds are requested: January l - June 30, _____
July l - December 3l, _____ Please indicate which of the following objectives and purposes of the Foundation most accurately describes your request for Endowment funding:
To study, improve and facilitate the administration of justice;
To build respect for and understanding of the law;
To enhance the professional competence of lawyers;
To support the delivery of legal services to eligible indigent communities; or
To support legally-related community service projects. 1. Name of Organization/Applicant: _____________________________________________________ Mailing Address: __________________________________________________________________ City/State/Zip: ____________________________________________________________________ 2. Contact's Name: __________________________________________________________________ Title: ____________________________________________________________________________ Address: ________________________________________________________________________ E-mail Address: ___________________________________________________________________
Telephone Number: ________________________FAX Number: ___________________________
3. Project Name: ________________________________4. Grant Amount Requested:____________ 5. General Description of Project: ______________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________
__________________________________________________________________________________ 6. Purpose, Scope & Desirability of Project (include schedule of events, location & description of
intended audience): ________________________________________________________________ _________________________________________________________________________________
__________________________________________________________________________________ __________________________________________________________________________________ ____
7. Expected Completion Date of Project: ________________________________________________ 8. Total Cost of Project: $_____________________________________________________________ 9. Describe how you will determine the success of this project: (e.g. measurable outcomes, number of people
served, etc.):
________________________________________________________________________________ ________________________________________________________________________________ Attach additional pages if necessary. 10. Other Funds Pledged or On Hand:
SOURCE AMOUNT
____________________________________________ _________________________________ ____________________________________________ ________________________________ Attached additional pages if necessary
11. On a separate page, please submit a line-item budget to include administrative costs, such as personnel, supplies, print and mailing expenses, etc., identifying anticipated expenses of the project.
12. If the Organization/Applicant has been accorded tax-exempt status, please submit the Federal I.D.
Number: _____________________. Attach a copy of the determination letter from the Internal Revenue Service.
If granted funds by the Foundation, the undersigned, on behalf of the above-named organization agrees to render faithful efforts to carry out the activities described in this application, and further agrees to furnish semi-annual status reports to the Foundation by April 30 and October 3l until the conclusion of the project. If necessary, you will need to request semi-annual extensions with your status report. Authorized Signature: _________________________________________________________ Title: ______________________________________________________________________ Date Submitted: _____________________________________________________________
For additional information regarding eligibility for Endowment Funds, please contact the
Director of Development - NC Bar Association Foundation - P.O. Box 3688 - Cary, NC 27519 or call the North Carolina Bar Center at (9l9) 677-056l or 1 (800) 662-7407
Application Deadlines are April 30 and October 3l
Chapter 4
Essential Go-To
Resources for Bar
Leaders
David Daggett
Josh McIntyre
2016
Bar Leadership Institute
“Go-To Resources for
Bar Leaders”
by
David D. Daggett Daggett Shuler, Attorneys At Law
Winston-Salem, NC
2016 Go-To Resources for Bar Leaders Table of Contents
1. PowerPoint Slides - Essential Go-To Resources for Bar Leaders p. 1-38
2. North Carolina State Bar - Web Staff and Department Directory p. 39-40
3. North Carolina State Bar - Frequently Asked Questions p. 41-58
4. Statutes Governing District Bar Activities p. 59
5. Rules and Regulations Governing District Bars p. 60
6. Essential Duties of District Bar Officers p. 61
7. Lawyer Assistance Program - Brochure/Report p. 62-84
8. ACAP - Complaints Against Lawyers - Brochure p. 85-86
9. Fee Dispute Resolution Program p. 87-88
10. ABA – Resources and Services p. 89-98
11. NCBA – Mentoring Programs p. 99-110
12. NCBA – Lawyer Referral Service Application p. 111-112
13. Centennial Award - Nomination Form/Certificate Example p. 113-118
14. Law-Related Education Information and Programs p. 119
15. Lunch with a Lawyer - Articles and Examples p. 120-129
16. BarCARES - FAQ Sheet, Services Summary, Forms p. 130-138
17. North Carolina Specialty Bars p. 139-142
18. Public Service Awards p. 143-146
19. N.C. Bar Foundation - Grant Information/Forms p. 147-150
20. NCBA - Composite List of Awards p. 151-157
21. Inns of Court - Article and Materials p. 158-170
22. District Court 50th Anniversary p. 171-176
POWERPOINT SLIDES –
GO-TO RESOURCES FOR BAR
LEADERS
Pages: 1-38
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Presented by:
DAVID D. DAGGETT of
Bar Leadership Institute
Go-To Resources for Bar LeadersMay 13, 2016
Making Your Association Valuable to Its Members
Mandatory, Local, and Specialty Bars
“Go‐To Resources for
Bar Leaders”
What do you need?
• Resources available
• Where to find them
• Who to call
1
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Resources Available From...
• State Bar
• ABA
• NCBA
• and Specialty
Each Program Overview
• Cover the basic point
• What’s in it for your members
• Contact Information
N.C. State Bar
www.ncbar.gov
2
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Direction of State Bar
“The State Bar seeks to work closely with the North Carolina Bar Association to further the Programs and Missions of both organizations. We appreciate the work of all Local, District, and Specialty bar leaders in bettering the legal profession in North Carolina.” James R. Fox, President, 2011‐2012
Challanges
• Authorized Practice of Law
• Non‐Lawyer Ownership of Firms
• Of course Ethics and Discipline, but a whole lot more that can help you!
• And, the new building serving our 24,000+ Lawyers . . .
3
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Your District Responsibilities
• Essential Duties
• District Bar Checklist
• Responsibilities and Obligations of Governance of District Bars
• See lists in handout
• District Bar section on website
• Contact....
Peter Bolac North Carolina State Bar
[email protected] 919‐828‐4620
Nichole P. McLaughlinAssistant Ethics Counsel
District Bar LiaisonNorth Carolina State Bar919‐828‐4620, ext. 238
4
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Attorney Client Assistance Program (ACAP)
• Seeks to improve communications between lawyers and clients by resolving minor problems
• Basically a mediation between lawyers and clients
• Attempts to resolve matters short of the grievance process
• In 2007 CAP became ACAP
ACAP ‐ 2015 stats(Hot off the Press!)
• Total calls 11,167
*Lower calls attributed to better web info
• Attorneys Contacted Approx 2,970
• Letters from Inmates 2,224
• E‐mails Responded to Approx 881
Fee Disputes(Hot off the Press!)
• Fee disputes filed 530
• Handled through State Bar 424
– two State Bar mediators
• Sent to Local Districts(5 Districts) 108
– The numbers are down, due in part to the economy and information that is available on the website.
*Brochures in Materials
5
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Contact:
Luella C. Crane, Director
Certified Mediator
One Facilitator
Three Public Liaisons
919-828-4620
Lawyer Assistance Programs
PALS
FRIENDSwww.nclap.org
The North Carolina Lawyer Assistance Programis a safe, confidential and free program ofassistance for all North Carolina lawyers,judges, and law students, which helps addressproblems of anxiety, stress, depression,alcoholism, addiction or other issues that maylead to impairing a lawyer’s ability to practice.
6
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
PALS – since 1979(Positive Action for Lawyers)
• For alcohol and other chemical addictions
• Discrete and confidential investigation to determine if intervention is needed
• Any NC Lawyer, their families, and colleagues
• Confidential by rule of State Bar
• Peer Volunteers
FRIENDS
Assists lawyers suffering w/ depression or other mental health disorders since 1999
1. FRIENDS does initial interview to determine the scope of the problem
2. Connects the lawyer w/ proper medical professional
3. Confidential under State Bar rules
2015 Latest Stats/Updates:
• Since 2000 more than 2,000 lawyers have been assisted – Close to 10% of Bar
• State now divided into 3 Districts
Western, Piedmont, Eastern
• Over 200 in volunteer network; 494 current open files
• 84% success rate for addiction and mental health
7
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Good News!
Increase in number of self referrals to PALS and FRIENDS (over 50%)
Better understanding of programs
Increased confidence in confidentiality
Greater awareness
Free CLE/Speaker Programs
Services are confidential and free and include:• In-office appointments to talk through yourissues of concern
• Referrals as needed to specialized healthcare providers
• Lawyer discussion groups• On-going support
Nicole EllingtonRaleigh and Areas East
919‐719‐[email protected]
Towanda GarnerPiedmont Triad Area
919‐719‐[email protected]
www.nclap.org
Robynn Moraites Executive Director704‐892‐5699
Cathy KillianCharlotte and Areas West
704‐910‐[email protected]
8
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Chief Justice’s Commission on Professionalism
• Promote professionalism
• Historical video library
• Speaker Programs
• Mentoring programs
• Yearly Professionalism Award
District Bar Professionalism Programs
• “Celebration of the Practice of Law”
• Chief Justice serves as the keynote speaker
• 2 free CLE hours and a free meal
• + 1 hour mental health/substance if requested
• CJCP and Lawyers Mutual and any other local sponsors that would like to participate
• Local speakers are featured and these have been great programs – have done ALL districts
Professional Support Initiative
• PSI for short• Voluntary local lawyer and judge assistance program
• Intervention for client‐lawyer, lawyer‐lawyer, and lawyer‐judge issues
• Offers counsel and assistance to lawyers and judges who receive repeated complaints at the State Bar, the Judicial Standards Commission, etc
• No reporting – statistical records only
9
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Contact:
Melvin F. Wright, Jr.
919‐571‐4762
ABA
www.americanbar.org
Division for Bar Services
Roseanne T. Lucianek
Division Director
(312) 988‐[email protected]
Molly Flood
Research & Information Manager
312‐988‐5362
10
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Division for Bar Services Resources
• Link to more than 3000 state, local, minority, women’s, and specialty Bar organizations
• Information Clearinghouse ‐activities, services, programs, events
• Bar Leader ‐ magazine targeted to volunteer and staff Bar leaders – NCBA frequently featured!!
www.americanbar.org/groups/bar_services
1‐312‐988‐5343
Field Services Program
• Personalized service to Bar leaders and staff
• Onsite visits to organizations
• Program and Management Assistance
Consulting Services
• Mission Statement Development
(focus on purpose)
• Operational Survey
(assess and make change)
• Strategic Planning
(create its future) www.americanbar.org/groups/bar_services/services/consulting_service_program
11
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Contact...
Karyn S. Linn
Field Service Director
1‐312‐988‐5350
www.americanbar.org/groups/bar_services/services/field_service_program
NCBAwww.ncbar.org
Initial Points of Emphasis
• Public Service through Lawyer On The Line and 4ALL Service Day ‐ 800+ Volunteers
• NC Lawyer Referral Service (LRS)
• Member Benefits:
– CLE Discounts
– Fastcase
– Health Benefit Trust
– Office and Travel Discounts and Social Events
• Sections (30) and Divisions (4) (19,500+)
• Numerous committees, commissions and task forces
12
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Website Info and Resources are NUMEROUS!
So, ………
Josh McIntyreDir. of Membership
Check out our website
To log in to the site,
click “Login”
#1 Center for Practice Management (CPM)
Director Erik Mazzone offers free practice
management advice for NCBA members –
[email protected] or 1‐800‐662‐7407
• Erik can consult directly with firms or speak at local
bar events
• Practice management advice on a wide variety of
topics including management, marketing,
technology…to name a few
• Help with the bottom line – particularly useful given
this economic climate!
13
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Where to find the CPM
Or, go directly to http://cpm.ncbar.org
Available to click on the left menu
#2 – Career Center
• A service to member and the public.
• Use “YM Careers”
• Members get a 15% discount for posting
• Users can post resumes and get automatic job listings emailed to them weekly.
Or, go directly to http://careercenter.ncbar.org/
Select “Career
Services” on the
second green bar
14
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
#3 – Free Legal Research
• Online Legal Research available through Fastcase at NO extra charge to members
• Federal and North Carolina materials, as well as all 50 states
• Case law, statutes, attorney general opinions and more
If already logged into
the site, go to Fastcase
on the green bar and
choose “Start” from the drop down menu
Fastcase offers research capabilities and also has mobile apps
Also available: case law and statutes for all 50 states and a Federal library
15
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
#4 Sections and Divisions
Available to click
on the top green bar
• 30 Sections and 4 Divisions
– Paralegal, Law School, YLD and SLD
• Listserv access, discounted CLEs, social and networking events, public service opportunities, forms and newsletters
• Over 70% of all paid NCBA memberships are a member of at least 1 section
Forms are available to members of
the Real Property Section.
You will need to log in before
downloading one.
#5 BarCARES program provides basic coverage for NCBA members
To find more information
about the two-year pilot program, and
the entire BarCARES
program, click here
16
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
#6 Lawyer Referral Service
Click on “NC Find-
a-Lawyer” on the Public
Service page
• Public Benefit – Connects public to an attorney in the area for $50 for 30 min consultation
– Can find an attorney online or by phone
• NCBA Members can join for $150/yr
• IntelLinx manages LRS system
Accept the attorney to see the referral!
NCBA members can use the online Membership Directory to locate other members
• Choose from the Membership drop down menu on the main page.
• You will need to be logged in.
• Many choices to search: county, section membership, committee membership, firm…etc.
17
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
#7 Social MediaFacebook, Twitter, Instagram and Twitter
#8 Bar Foundation CLE
Relevant, practical CLEs with NC attorney colleagues, judges, and national speakers
Automatic CLE Credit reporting to the NC State Bar
Interactive CLEs with networking statewide
The CLE Passport program: Your Seasons Pass for CLE
Made to Order CLE for Bar Organizations
The Largest NC Specific Publications Collection Available, With Online Library and e‐book options
18
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Our Online Learning Center
Browse our entire catalog of courses and books (over 1000 options!)
Take online courses, including live webcasts, on demand courses, audiocasts and webinars
Download digital versions of your program materials for any program, including live onsite programs.
Location, Quality, Flexibility
• Top Rated Live Programs Statewide
• Interactive live webcasts, teleseminars, webinars and audioseminars from the comfort of your computer
• On Demand, online CLEs anytime, from anywhere
• Made to Order CLE: You choose the topics and the location and we’ll come to you.
CLE Production Studio
• Producing top quality webcast and online CLE programs by NC lawyers and paralegals, for NC lawyers and paralegals
• Professional production staff, anchor desk, and equipment to make your program look great! High speed streaming capability and slide synchronization for speaker materials. Ability to support live online Q&A with attendees.
• Welcoming proposals from all NC Bar Leaders to present or participate in a Webcast
19
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
#9 Health Benefit Trust
More than 8,200 lawyers, their staff and families pool health benefit contributions to cover health care expenses.
#10 – Public Service / Pro Bono
The Public Service/ Pro Bono web page offers information on Local
Bar Services and NCBA public service
programs.
NCBA advocates for all of us
20
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Contact:
Josh McIntyre
NCBA Director of Membership [email protected]
919‐657‐1552
The Solo, Small Firm and General Practice Section
• The Solo and Small Firm Resource Center
• Staff Training Videos
• Resource Center Library ‐ 20% off ABA Materials to NCBA members
• “Quick Check” pamphlets on budgeting, filing, client relations, and calendar basics
• Lots of resources now in Center for Practice Management
Technology Assistance
• Now under Center for Practice Management
• Quality legal technology consulting
• Reduced Costs
• Even staff training
21
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Mentoring Programs
• Traditional and Situational Mentoring
• Surprisingly, we need more mentees
• Perfect for new licensees
• Free resource!
• Application online, info in materials
Joyce Brafford
Assistant Director
Center for Practice Management
Centennial Award
• Honors lawyers for community service
• Positive publicity for all lawyers do in the community
• No cost for local Bars
• Now for Specialty Bars too!
• By Local Bar Services Com and NCBA
Carole Oliver [email protected]‐800‐662‐7407
Law‐Related Education
• Previously “Lawyers in the Schools”
• Depends on Volunteer lawyers serve as resource to schools – PLEASE register online
• Provide information on the judicial system, government, and the role of law as the preserver of freedom
• Assist in obtaining speakers from government, the courts, lawyers, etc.
• Serve as a conduit to NCBA divisions and programs
22
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Law‐Related Education Department
• Former teacher Diane Wright is the Director
• Working full‐time to strengthen our programs
• Part of “Momentum 2010” ‐ The NCBA Strategic Plan
• “We The People” Program/Competition
• PEOPLE, PROGRAMS and PUBLICATIONS
www.ncbar.org/public‐resources/law‐education
"Lawyers for an Educated Work Force"
• New Task Force for 2013
• Local Bars work with local schools for increased reading proficiency requirements by third grade
• Great service project
Contact:
Diane R. [email protected]
Full LRE Advisory Committee
1‐800‐662‐7407
23
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
“Lunch With A Lawyer” Program
• Successful program and encourage other bar leaders to implement.
• Purpose: To give attorneys an opportunity to develop a mentor relationship over a summer with 14‐16 year olds from economically challenged backgrounds who have an interest in the legal profession.
Lunch With A Lawyer Program ‐Getting started!
• Minimal administrative burden
• Overall benefits are plentiful
• The Wake County Bar Association has successfully conducted the program for 20 years, has more than 2000 alumni, and serves as a model for others to follow. Program participants stand ready to provide guidance to get your county’s program up and running.
• News Article in Materials
Contact:
Whitney von [email protected]
Wake County Barwww.wakecountybar.org
919‐677‐9903
24
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
May We digress?
Swim, Bike, Run to Life Lessons
We’re Off!
25
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Anything is Possible!
We all need a little support.
26
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Bar Cares1‐800‐640‐0735
BarCARESBarCARES Free Counseling/Career Assessment to Attorneys &
their FamiliesConfidential/24-hours/day/
No-HassleBy Top Professionals
1‐800‐640‐0735
The Problem
A. High incidence of psychological difficulties in our profession
B. Much higher than national average
C. Reluctance of attorneys to seek care
1. Confidentiality
2. Cost
3. Competence of providers
27
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
1‐800‐640‐0735THE PROBLEM
Survey* of all N.C. licensed attorneys shows:
• 25+% show signs of clinical depression
Contrast with 7% of all Americans (Mental Health:
A Report of the U.S. Surgeon General, p. 244, Dec. 1999)
• 25% manifest signs of anxiety
• 11% think about committing suicide at least twice a month
*NCBA/NC State Bar 1990 and 1999 (NCBF)
TERRIBLE COSTEconomic
Loss of Attorney Productivity
Malpractice
Loss of Investment in Attorney
Direct care cost - $100 Billion in US today (US Surgeon General, P. 412)
Indirect cost - cause of physical disease
1‐800‐640‐0735
28
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
HUMAN COST
Productive Life Span burdened by Disease
Loss of Family / Friends/ Loved Ones /
Quality of Life
The Attorney’s Life
1-800-640-0735
INEFFECTIVE PRIOR APPROACHES
• Wailing and gnashing of teeth
• Peer counseling
• Employee Assistance Programs
1-800-640-0735
29
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
WHY???
Attorney pride
Hassle
Lack of confidentiality
Expensive
Lack of competence by providers
1-800-640-0735
A MODEL SOLUTION:
BarCARES 1-800-640-0735
• Easy one step phone call
‐ no hassle or paperwork
‐ no run around
• CONFIDENTIAL *
‐ not State Bar
‐ not the Firm
‐ not the Family
ONLY the Provider* Chpt. 90 - N.C. General Statutes
• Highest level of professionalism
‐ “custom‐made”
‐ Human Resource Consultants
‐ impressive clinical curricula vitae
‐ outstanding honors from peers
‐ great management
• Free to user for first three visits
‐ then pay (or co‐pay)
• And family
1-800-640-0735
30
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
The Provider
Human Resource Consultants (HRC)(and its subcontractors)
• Provider Locations:
Asheville, Chapel Hill, Charlotte, Dare County, Durham, Greensboro, Greenville, Fayetteville, Mebane, Raleigh, Winston‐Salem, & Wilmington
• In areas where there are no providers,
telephone consultation is available
SUCCESS OF BarCARES
• 3 free visits per lawyer family (per year)
• Confidential
• Successful treatment / user satisfaction
‐ easy access
‐ effective professionals
‐ discrete
‐ knowledgeable
‐ they know attorneys1-800-640-0735
Statewide Expansion‐ Service Options
• Available to all local Bar member families
* who opt in
• Restricted Plan – allows use of mandatory dues – Attorneys only
• Fee‐For‐Service Plan
‐ Billed for service – amount capped
‐ Option to convert to “standard” plan
* Three free visits for any NCBA Member
31
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Tailored & Expansive
BarCARES contracts with HRC to provide service for:
– Central administrative fee paid by NCBA through BarCARES
– Per capita fee paid by local bars as they “opt in”
– 19 Judicial District and County Programs– 6 Law School Programs– Other Bar Groups
• Judges• Courts• Paralegal Association
Utilization Fiscal Year Number of Referrals Repeat Users
2000 73 0
2001 74 182002 84 18
2003 76 21
2004 106 27
2005 135 42
2006 117 41
2007 130 27
2008 170 45
2009 203 70
2010 241 92
2011 284 96
2012 310 132
2013 310 155
2014 286 156
2015 284 160
TOTAL 2109 10% of Bar
BarCares of NC, Inc.
A. Monitors statewide implementation
B. Independent Professionals assist in quality control
C. Confidentiality ‐ no tracking of names
‐ no State Bar involvement!
D. 6 minute video
1‐800‐640‐0735
32
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
THE CHALLENGE
• Effective marketing
• Strong Leadership at NCBA & local bars
• Who’s next?
Will we reach those in need?
1-800-640-0735
Contact:
1‐800‐640‐0735
www.ncbar.org/members/barcares
Paige Barnett
EAP Coordinator
HRC Behavioral Health & Psychiatry,PA
100 Europa Drive, Suite 260
Chapel Hill, NC 27517
919‐929‐12271-800-640-0735
Transitioning Lawyers Commission
• Nation Leading Efforts!
• Transitional Support
• Sale of a Practice
• Succession Planning
• Caregiver Resources
• Online Forms
NCBA 1‐800‐662‐7407
Nan E. Hannah, Chair
919‐859‐6840
33
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Specialty Bars in NC
• Many local and statewide Specialty Bars
• Everyone has a place
• Historically good representation at this Conference
• Many project ideas
• Directory in materials
Pro Bono/Public Service
• Pro Bono Project and Awards
• Access to Justice – Legal Aid, etc
• Law Schools
• Lawyers in Public Service
• Lawyer Referral Service
Lawyer Referral Service
• Over ___, 000 calls/intakes handled in 2015!
• Great service to Public and Lawyers
• Improvements in 2016!
Kim Bart Mullikin
Director of Public Service & Pro Bono Activities
1‐800‐662‐7407
34
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
NCBA Foundation
• Statewide Legal Services Grants
• Grant awarded across NC for legally‐related service projects
• More than 550 grants totaling $4.3 million
• Helped start BarCares
• 40 ‐ 50 Grants Annually (list in materials)
• Scholarships
• Volunteer Opportunities
NCBA Foundation Service ProjectsMade possible by annual Patron Campaign
• Lawyer Referral Service ‐ connected 70,000 people with a lawyer
• Law‐Related Education in our Schools ‐ more than 20,000 teachers & students involved
• 4All Statewide Service Day (March 4, 2016) nearly 10,000 caller provided legal information
• Lawyer on the Line ‐ short service legal aid assistance by pro bono lawyers
Local Bar Foundations• Durham Bar Foundation
‐ 1‐2 law school scholarships• Greensboro Bar Foundation
‐ memorials in honor of its deceased members ‐ supports community service projects in Greensboro, such as Habitat for Humanity
• Mecklenburg Bar Foundation‐ summer law student fellowship ‐ sponsor the Law & Society Luncheon
‐ the Ayscue Professionalism Award presented• Wake County Bar Foundation
‐ awards 2‐3 law school scholarships every year.
Contact: Tom Hull
35
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Give easily online at www.ncbar.org/giving/donate‐
now/patron‐campaign/
Contact ‐ Tom HullDirector of Development
919‐657‐[email protected]
Lake Family Public Service Award
• Began in 2005 as I. Beverly Lake, Sr. Public Service Award
– Applications for 2017 due Feb 1, 2017
– Forms in your materials
– Previous recipients have been involved with the Boy Scouts, YMCA, medical clinics, local advocacy organizations and the area's Boys and Girls Clubs
– Contact:
Kim Bart Mullikin
Director of Public Service and Pro Bono Activities
North Carolina Bar Association Foundation
[email protected] 1‐800‐662‐7407
Inns Of Court
• Promote Professionalism
• Improve skills
• Instill ethics
• Brings together Judges, Lawyers (Masters and Barristers), Students, and Law Professors
• 382 Inns across the country (also including Guam and Tokyo, Japan), 30,000 active members, and 104,00 Alumni members
• See article and brochure in materials
36
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
Contact:
www.innsofcourt.org
Pam Wittmann
Director of Chapter Relations
American Inns of Court
1‐ (703) 684‐3590
District Court 50th Anniversary • Awareness of the 50th anniversary of District Court and creation of the unified court system
• Encourage local bar leaders and court officials to plan some sort of educational or celebratory event
• Kicks off a series of court celebrations
– 50th anniversary of the N.C. Court of Appeals in 2017
– 200th anniversary of the N.C. Supreme Court in 2019.
District Court 50th Anniversary
www.CelebrateNCCourts.org
Contact:Robert B Rader
Chief District Court JudgeTenth Judicial District
(919) 792‐4800 (office)(919) 792‐4817 (direct)
37
Essential Go‐To Resources for Bar Leaders
Bar Leadership Institute 2016
May 13, 2016
In Conclusion, for the coming year:
• Use the resources available to you
• Guide lawyers in your area to resources available
• Call on those who can offer insight and guidance
...we are all in this together!
Thank
You!!!
Presented by:
DAVID D. DAGGETT of
Bar Leadership Institute
Go-To Resources for Bar LeadersMay 13, 2016
38
NORTH CAROLINA STATE BAR –
WEB STAFF AND DEPARTMENT
DIRECTORY
Pages: 39-40
North Carolina State Bar Staff and Department Directory
(From Web Site)
CONTACT THE NORTH CAROLINA STATE BAR
North Carolina State Bar
217 East Edenton Street
Raleigh, NC 27601
Get Directions
Tel: (919) 828-4620
Fax: (919) 828-4621
Email: [email protected]
The North Carolina State Bar is located in downtown Raleigh, North Carolina, on E. Edenton Street, near the appellate court houses and other state government buildings. Our offices are open from 9:00 a.m. to 5 p.m., Monday through Friday.
The North Carolina State Bar observes all State and Federal Holidays
39
Website Feedback: [email protected]
Technical Support: [email protected]
(Drop menus with all State Bar contacts below)
Frequently Requested Numbers
Staff Listing for the Public
Staff Listing for Lawyers
State Bar Leadership
40
NORTH CAROLINA STATE BAR –
FREQUENTLY ASKED
QUESTIONS
Page: 41-58
North Carolina State Bar – Frequently Asked Questions
New expand web resources!!
**There is a specific section for District Bar FAQs
(From Web Site)
Select an FAQ Category:
Admission to the North Carolina State Bar
Q: How can I become a member to the North Carolina State Bar?
Admission - Swearing In
Q: I just received my letter from the Board of Law Examiners (BOLE), notifying me that I have passed the Bar exam. What must I do before I begin practicing law?
Q: What documents must I take to the admission ceremony?
Q: How do I obtain an oath of office form?
Q: Where should I file the oath of office forms after being sworn in?
Q: When can I get sworn in?
Q: Do I have to bring a North Carolina attorney with me to introduce me to the court at the admissions ceremony?
Q: How soon after being admitted must I get sworn in?
Q: If I wait to get sworn in will I still have to pay the annual membership fees to the North Carolina State Bar?
Q: May I be sworn in by telephone?
41
Q: Can I get admitted to practice in the federal courts before I get sworn in to practice in the North Carolina state courts?
Client Security Fund
Q: What is the Client Security Fund?
Q: Where are the rules governing the administration of the Client Security Fund?
Q: Is a lawyer required to pay the Client Security Fund Assessment to maintain his or her active status with the State Bar?
Q: What losses are reimbursable?
Q: What losses are not reimbursable?
Q: How much is reimbursed?
Q: Does the Client Security Fund Board pay all claims in full?
Q: Are there dollar limits on reimbursements?
Q: How are applications processed?
Closing a Law Practice
1. Complete and close as many files as possible.
2. Write to any client with an active file, advising them that you are unable to continue representing them and that they need to retain new counsel. Your letter should inform them about time limitations and time frames important to their case. The letter should explain
42
how and where they can pick up their file and should give a time deadline for doing this. If possible, refer the client to another lawyer who may be able to handle the client’s case.
3. For any case that has a scheduled court date, deposition, or hearing, discuss with the client how to proceed. Where appropriate, request extensions, continuances, and resetting of hearing dates. Send written confirmations of these extensions, continuances, and resets to opposing counsel and to your client.
4. For any case before an administrative body or court, obtain the client's permission to submit a motion and order to withdraw as attorney of record.
5. For any court case where the client has chosen a new attorney, be certain that a Substitution of Counsel is filed.
6. Pick an appropriate date and check to see if all cases have a Motion and Order allowing your withdrawal as attorney of record or have a Substation of Attorney filed with the court.
7. Each client should either pick up their file (and sign a receipt acknowledging that they received them) or sign an authorization for you to release the file to their new attorney. Consider whether you should make and retain copies of file documents before releasing the file to your client or your client’s new counsel. You may not charge the client for your copy of the file. You are not required to give the client your notes or your incomplete work product.
43
8. Each client should be told where their closed file will be stored and who they should contact in order to retrieve the file. If a closed file is to be stored by another attorney, get the client's permission to allow the attorney to store the file for you and provide the client with the attorney's name, address, and phone number. Closed files may be destroyed without client consent if they have been closed for six years or more. (Check with your insurance carrier as they often have different retention requirements.) You should make a list of the files that you destroy and, of course, the method of destruction should protect client confidences. If a file has been closed for less than six years, you may only destroy it with the consent of the client. Originals of wills, powers of attorney, etc. may not be destroyed. They must be kept indefinitely, turned over to the client, or turned over to the court. See RPC 209 (Disposing of Closed Client Files).
9. Determine disposal options for computer equipment. Scrub computers of software, and firm and client information.
10. If you are a sole practitioner, ask the telephone company for your new phone number to be given out when your old number is called. This eliminates the problem created when a client calls your phone number, gets a recording stating that the number is disconnected, and does not know where else to turn for information. If you do not want calls forwarded to your home or new office, set up an answering machine.
11. Disburse funds held in your trust account to the clients to whom they belong with a final accounting. You can also deliver the funds to new legal counsel designated by a client. Close out your account. For
44
questions concerning closing your trust account you may contact the State Bar at 919-828-4620.
12. Call the membership department at the North Carolina State Bar and update all membership records as to status and contact information. You may contact the membership department at 919-828-4620.
13. If you wish to obtain inactive status, you must complete a petition to be placed on inactive status. These petitions can be found on the Forms page of the NC State Bar website. The petition must be completed and received no later than December 30th in order to avoid fees for the next year. All petitions for inactive status are heard at the State Bar’s quarterly meetings. If you have questions you may contact the membership department at 919-828-4620.
14. Contact your malpractice carrier about necessary continued malpractice coverage.
Relevant Opinions
RPC 209 (Disposing of Closed Client Files)
RPC 234 (Electronic Storage of Client’s File)
RPC 133 (Recycling/shredding Office Paper)
RPC 178 (Release of Client’s File)
Also, please refer to this ethics article from the Journal.
45
Continuing Legal Education (CLE)
For information on continuing legal education, please visit the CLE website.
Cy Pres/Class Action Residuals, Court Awards and Settlements
For information, please visit the IOLTA website.
District Bars
For more information on District Bars, visit the District Bar page.
Q: Am I required to be a member of a local district bar?
Q: What if I reside and practice in two different judicial districts?
Q: Can I be a voting member of more than one judicial district bar?
Q: What if I do not reside or maintain an office in North Carolina?
Q: Are judicial district bar dues mandatory?
Q: What if I join a different district after paying the district bar dues?
Q: What judicial district bar do I belong to?
Q: Where are the rules governing the administration of judicial district bars?
Q: Who are the officers of my judicial district bar?
Q: Who is the councilor(s) of my judicial district bar?
Q: What is the role of the judicial district bar and its officers?
46
Ethics
For further explanation of legal ethics, please see
How the State Bar Rules on Questions of Legal Ethics
Q: How do I get a question of legal ethics answered?
Q: If I get an opinion over the phone from a State Bar staff lawyer, may I rely upon the advice I receive? Is the opinion binding on the State Bar?
Q: If I seek ethics advice, either over the telephone or via email, is the information provided and the advice received confidential?
Q: When is an ethics question sent to the full Ethics Committee for a response?
Q: Were do I find the rules for the procedures of the Ethics Committee for ruling on questions of legal ethics?
Q: How do I comment on a proposed ethics opinion published in the State Bar Journal or on this website?
Q: May I attend a meeting of the Ethics Committee? If so, may I comment on an ethics inquiry or a proposed opinion?
Q: If I send a written inquiry to the Ethics Committee, will it be kept confidential?
Q: Are there any limitations on the types of ethics inquiries that I may submit to the Bar?
47
Q: Are the formal ethics opinions of the State Bar binding upon the members of the North Carolina State Bar?
Q: When does a proposed ethics opinion become a final opinion of the State Bar Council?
Fee Dispute Resolution
Q: When is a lawyer required to participate in the State Bar's fee dispute resolution program?
Q: When is a legal fee in "dispute?"
Q: What are the notification requirements to a client relative to the fee dispute resolution program prior to initiating suit to collect a legal fee?
Q: May a lawyer notify a client of the fee dispute resolution program even though she does not intend to sue the client to collect the fee?
Grievance
Q: Where do I find the rules governing procedures of the State Bar's Grievance Committee and of the Disciplinary Hearing Commission?
Q: Where do I find the rules governing the procedures of local grievance committees?
Q: If I get a letter of notice that a grievance has been filed against me, can I get more time to respond?
48
Q: I just received notice that a grievance has been filed against me with the State Bar. Who can I talk to about the complaint?
Q: If I get a letter of notice of a grievance, does it mean that the State Bar believes everything that the complainant said about me?
Q: Do I need a lawyer to prepare my response to a grievance?
Q: As a part of my defense against a grievance, may I testify before the Grievance Committee?
Q: Why do I have to answer this letter of notice that a grievance has been filed against me?
Q: How long will it take the Grievance Committee to rule on a grievance?
Q: Why are some grievances sent to judicial district grievance committees for investigation and not others?
Q: If I am required by Rule 8.3 of the Rules of Professional Conduct to report another lawyer for a possible violation of the Rules, will the accused lawyer be told that I made the repost?
Q: Can I be disciplined for violation of a formal ethics opinion of the State Bar?
IOLTA
For information on the IOLTA Program, please visit their website.
Lawyer Assistance Program
Click here for information concerning the Lawyer Assistance Program.
49
Legal Malpractice Insurance
Q: What information is available about a North Carolina lawyer's legal malpractice insurance coverage?
Membership
1: Where do I find the rules relating to membership in the North Carolina State Bar?
2: Is membership in the North Carolina State Bar mandatory?
3: What am I required to do to remain an active member of the North Carolina State Bar?
4: How much are the mandatory annual membership fees?
5: When are the mandatory annual membership fees due?
6: What if I do not pay the membership fees by June 30?
7: What is the Client Security Fund assessment?
8: Once I am licensed by the NC Board of Law Examiners by passing the examination when will I become a member of the North Carolina State Bar and owe membership fees for the first time?
9: Once I am licensed by the NC Board of Law Examiners by comity when will I become a member of the North Carolina State Bar and owe membership fees for the first time?
50
10: Once I receive my license from the North Carolina Board of Law Examiners when will I receive my North Carolina State Bar ID number?
11: If I obtain an exemption from the continuing legal education requirements, am I also exempt from the obligation to pay the North Carolina State Bar membership fees?
12: If I am an active member of the North Carolina State Bar but I do not practice North Carolina law, what should I do to be relieved of membership fees and CLE obligations?
13: How do I retire or resign from the North Carolina State Bar?
14: I have been certified as a specialist by the NC State Bar Board of Legal Specialization. If I change my membership status to inactive, will I lose my specialty certification?
15: May I still hold myself out as a board certified specialist if I change my membership status to inactive?
16: Is there a fee for becoming an inactive member of the North Carolina State Bar?
17: How do I return to active membership in the North Carolina State Bar after being granted inactive status or from an administrative suspension?
18: Am I required to be a member of a local district bar?
19: How do I obtain a certificate of good standing?
20: How do I obtain a disciplinary history letter?
21: How do I obtain a copy of my bar application?
51
22: How do I obtain a new State Bar ID card?
23: How do I change my name in the North Carolina State Bar records?
24: I am getting married. I developed my professional reputation under my maiden name and wish to continue to use it professionally. If I change my surname to my spouse’s surname on my driver’s license, Social Security card, and other personal identifiers, may I continue to practice law under my maiden name?
25: If I decide to practice under my maiden name, what name should I list with the membership records of the State Bar?
26: What information should I provide to the State Bar if I change my legal name but wish to continue to practice under my maiden name?
27: How do I change my address, telephone, fax, and email contact information in the North Carolina State Bar records?
Professional Organizations
Q: Where do I find the rules of the North Carolina State Bar relating to professional organizations?
Q: What professional organizations are required to register with the State Bar?
Q: How do I register a professional organization with the State Bar?
Q: After a professional organization is registered with the State Bar, how is the registration maintained?
52
Q: Where do I find the rules of the State Bar for interstate and international law firms?
Q: Are all interstate and international law firms required to register with the North Carolina State Bar?
Q: How do I register an interstate or international law firm with the State Bar?
Q: After an interstate or international law firm is registered with the State Bar, how is the registration maintained?
Q: May I operate a law firm under a trade name?
Pro Hac Vice
1: Where do I find the rules of the North Carolina State Bar relating to pro hac vice registration requirements?
2: Which North Carolina General Statute sets forth the requirements for pro hac vice admission in North Carolina?
3: Who is required to file a registration form?
4: When must the sponsoring North Carolina lawyer file a registration form?
5: Can the North Carolina State Bar help me find a lawyer to serve as resident North Carolina counsel in the motion for limited admission as required by G.S. 84-4.1(5) and to also file the registration statement with the State Bar?
53
6: Where can I find a copy of the required registration form?
7: What must be included with the registration form?
8: What is a statement of tax reporting?
9: How do I pay the fees associated with a pro hac vice motion?
10: Do I need to notify the State Bar when the case concludes?
11: Is registration required for pro hac vice admission to a federal court?
12: Is there a rule governing limited practice of out-of state attorneys at the appellate level?
13: If already admitted pro hac vice at the trial court level, is registration required in conjunction with pro hac vice admission in a case in the NC Court of Appeals?
14: If not already admitted pro hac vice at the trial court level, is registration required in conjunction with pro hac vice admission in a case before the NC Court of Appeals?
15: If already admitted pro hac vice by the NC Court of Appeals, does the registration have to be updated if the case is appealed to the North Carolina Supreme Court?
16: If not already admitted pro hac vice at the trial court level or by the North Carolina Court of Appeals, is registration required in conjunction with pro hac vice admission in a case before the North Carolina Supreme Court?
17: May a lawyer licensed to practice in another state but not in North Carolina provide legal services free of charge to indigent persons?
54
18: Does an out-of-state lawyer have to be admitted PHV to take a deposition in North Carolina for a case that is filed in a state where the lawyer is licensed?
19: Is the sponsoring North Carolina lawyer (who provides the statement required by G.S. 84-4.1(5)) required to be present, with the out-of-state lawyer admitted pro hac vice, at all court proceedings including depositions?
20: What steps need to be taken if the North Carolina sponsoring lawyer wishes to withdraw from a case?
21: What steps need to be taken if the out-of-state lawyer wishes to withdraw from a case?
Publications (Ordering the Lawyer's Handbook and Journal)
Q: How do I purchase a copy of the Lawyer's Handbook?
Q: How often is the Lawyer's Handbook published?
Q: What is contained in the Lawyer's Handbook?
Q: How do I subscribe to the North Carolina State Bar Journal?
Q: How often is the Journal published?
Q: What if I want to subscribe to the Journal mid-year?
Q: How much does it cost to purchase an individual copy of the Journal?
55
Retirement
Q: What must I do if I intend to cease the practice of law and would like to be relieved of the dues and CLE requirements of membership in the North Carolina State Bar?
Q: How to petition for inactive status
Q: What fees must be paid before becoming an inactive member of the North Carolina State Bar?
Q: When does the annual CLE credit hour requirement end for a person taking inactive status?
Q: I have been certified as a specialist by the NC State Bar Board of Legal Specialization. If I change my membership status to inactive, will I lose my specialty certification?
Q: What is the effect of taking inactive status?
Q: How may I provide pro bono legal services after taking inactive status?
Q: How do I close/end my law practice?
Specialization
For information on specialization, please visit the Specialization website.
56
Trust Accounting
View Trust Accounting Questions and Answers
View the Trust Account Handbook
Unauthorized Practice of Law
Review Guidelines for Attorneys Licensed in Other Jurisdictions but Seeking to Work in North Carolina
Q: What is the practice of law?
Q: Who may practice law in North Carolina?
Q: May a nonlawyer perform acts constituting the practice of law for him or herself?
Q: May a nonlawyer do legal work for a relative, friend, or another person, if the non-lawyer does not charge any money or fees for such work?
Q: May a nonlawyer assist or represent another person in negotiations or settlement discussions on a legal claim, such as an automobile or personal injury matter?
Q: May a paralegal assist or represent another person or provide legal services directly to the public?
Q: May a corporation (including nonprofit corporations) provide legal representation to third parties?
Q: May a nonlawyer do legal work for a corporation?
57
Q: May a lawyer licensed in another state practice law in North Carolina?
Q: May nonlawyers sell or distribute standard legal kits, forms, or books to the public?
Q: How are the prohibitions on the unauthorized practice of law enforced?
Q: How does the State Bar process complaints relative to the unauthorized practice of law?
Q: How do I file an unauthorized practice of law complaint with the State Bar?
Q: What do I include with an unauthorized practice of law complaint?
Q: When is a decision on a complaint likely to be rendered?
Q: May I attend a meeting of the Authorized Practice Committee?
Q: Who should I contact at the State Bar to discuss matters relating to the unauthorized practice of law?
58
STATUTES GOVERNING
DISTRICT BAR ACTIVITIES
Page: 59
Statutes Governing District Bar Activities
G.S. 7A-142 Recommendation of candidates to fill district court judge vacancy
G.S. 84-16 Membership and privileges (election of membership in district where
lawyer resides or where lawyer works; written notice to secretary of North
Carolina State Bar
G.S. 84-17, Election of State Bar Councilor(s)
G.S. 84-18
G.S. 84-18.1 Membership and fees of district bars
G.S. 84-19 Judicial districts definition
G.S. 132-1 Public records defined
G.S. 132-1.1 Confidential communications by legal counsel
G.S. 132-1.2 Confidential information
G.S. 143-318.11 Meetings of public bodies, closed sessions
59
RULES AND REGULATIONS
GOVERNING DISTRICT BARS
Page: 60
Rules and Regulations Governing District Bars 27 N.C. Admin. Code, Subchapters 1A-1D
1A, .0800, et seq. Election and Appointment of State Bar Councilors 1A, .0900, et seq. Organization of the Judicial District Bars – District bars must adopt
bylaws and submit bylaws to the State Bar Council for approval 1A, .1000, et seq. Model Bylaws 1B, .0200, et seq. Rules Governing Judicial District Grievance Committees (Any district
with more than 100 licensed attorneys may establish a judicial district grievance committee.)
1D, .0700 et seq. Fee Dispute Resolution
60
ESSENTIAL DUTIES OF DISTRICT
BAR OFFICERS
Page: 61
Essential Duties of District Bar Officers
• Correspond with your district bar councilor(s) to advise of the district bar’s position on recent actions proposed by the State Bar Council
• Review district bar bylaws, governing statutes, and governing rules and regulations (see attached governing statutes and rules and regulations)
• Make sure a current copy of the district bar bylaws is on file with the executive director of the State Bar and with the office of the resident superior court judge for your district
• Provide the names and addresses of all officers and members of the Board of Directors (if the bylaws provide for a BOD) to the executive director of the State Bar
• Call and schedule annual and special meetings for purposes of:
-Electing district bar officers -Electing State Bar Councilor(s), upon notification from State Bar that a councilor’s term has expired -Choosing candidates for submission to the Governor in filling district court judge vacancies -Any other official business of the district bar as may come up from time to time, such as amendments of bylaws, imposition of or increase in dues, and other matters requiring formal action by the active members of the bar -Any other activities of the district bar, such as CLE, programs/speakers, and volunteer activities/outreach projects undertaken by the district bar
• Appoint board of directors and committee members, as required by bylaws • Oversee committee responsibilities, including functions of the fee dispute resolution
committee and local grievance committee (if any) • Update roster of district bar membership annually, as requested by State Bar (with
assistance of the secretary/treasurer) • Assist State Bar in locating attorneys to serve as law practice trustees in the event of the
death, disability, or disbarment of an attorney who has no partners or associates capable of winding down his or her law practice
• Oversee collection of district bar dues by secretary/treasurer (if any are imposed) • Report to State Bar any judicial district bar member who is 12 months or more in arrears
in payment of district bar dues • Oversee expenditures of district bar dues to ensure proper uses of dues • Make sure that the district bar provides an annual financial report to the executive
director of the State Bar
61
LAWYER ASSISTANCE PROGRAM
BROCHURE/REPORT
Pages: 62-84
One of the free resources available to you asa State Bar member is the Lawyer AssistanceProgram (LAP). From time to time, lawyersencounter a personal issue that, leftunaddressed, could impair his or her ability topractice law. Accordingly, the LAP was createdby lawyers for lawyers to assure that free,confidential assistance is available for anyproblem or issue that is impairing or might leadto impairment.
Lawyers at Particular RiskOf all professionals, lawyers are at the
greatest risk for anxiety, depression, alcoholism,drug addiction, and even suicide. As many asone in four lawyers are affected. This means itis likely that you, an associate, a partner, or oneof your best lawyer friends will encounter oneof these issues. Whether you need to call theLAP for yourself or to refer a colleague, allcommunications are completely confidential.
Anxiety and DepressionAnxiety and depression often go hand-in-
hand. These conditions can be incapacitatingand can develop so gradually that a lawyer isoften unaware of the cumulative effect on hisor her mood, habits, and lifestyle. Eachcondition is highly treatable, especially in theearly stages. Asking for help, however, runscounter to our legal training and instincts. Mostlawyers enter the profession to help others andbelieve they themselves should not need help.
The good news is that all it takes is a phonecall. The LAP works with lawyers exclusively.The LAP has been a trusted resource forthousands of lawyers in overcoming theseconditions.
Alcohol and Other SubstancesOften a lawyer will get depressed and self-
medicate the depression with alcohol. Alcoholis a central nervous system depressant but actslike a stimulant in the first hour or two ofconsumption. The worse you feel, the more youdrink initially to feel better, but the more youdrink, the worse you feel. A vicious cycle begins.On the other hand, many alcoholic lawyers whohave not had depression report that theirdrinking started normally at social events andincreased slowly over time.
There is no perfect picture of the alcoholic oraddicted lawyer. It may be surprising to learnthat he or she probably graduated in the topone-third of the class. Also surprising, lawyersmay find themselves in trouble with addictiondue to the overuse or misuse of certainprescription medications that were originallyprescribed to address a temporary condition.Use of these kinds of medications, combinedwith moderate amounts of alcohol, greatlyincreases the chances of severe impairmentrequiring treatment. The LAP knows the besttreatment options available, guides lawyersthrough this entire process, and provides on-going support at every stage.
An Important Free Resource for Lawyers
www.NCLAP.org
FREE l SAFE l CONFIDENTIAL
LAP recognizes alcoholism, addiction, and mental illness as diseases, not moral failures. The only stigma attached to these illnesses is
the refusal to seek or accept help.
Confidentiality
All communications with the LAP arestrictly confidential and subject to theattorney-client privilege. If you call to seekhelp for yourself, your inquiry is confidential.If you call as the spouse, child, law partner,or friend of a lawyer whom you suspectmay need help, your communication is alsotreated confidentially and is never relayedwithout your permission to the lawyer forwhom you are seeking help. The LAP has acommittee of trained lawyer volunteerswho have personally overcome theseissues and are committed to helping otherlawyers overcome them. If you call a LAPvolunteer, your communication is alsotreated as confidential.
The LAP is completely separate from thedisciplinary arm of the State Bar. If youdisclose to LAP staff or to a LAP volunteerany misconduct or ethical violations, it isconfidential and cannot be disclosed. SeeRules 1.6(c) and 8.3(c) of the Rules ofProfessional Conduct and 2001 FEO 5. TheLAP works because it provides anopportunity for a lawyer to get safe, free,confidential help before the consequencesof any impairment become irreversible.
62
Know the signs. Make the call.You could save a colleague’s life.
TAKE THE TEST FOR DEPRESSION
YES NO
q q 1. Do you feel a deep sense of depression, sadness, or hopelessness most of the day?
q q 2. Have you experienced diminished interest in most or all activities?
q q 3. Have you experienced significant appetite or weight change when not dieting?
q q 4. Have you experienced a significant change in sleeping patterns?
q q 5. Do you feel unusually restless...or unusually sluggish?
q q 6. Do you feel unduly fatigued?
q q 7. Do you experience persistent feelings of hopelessness or inappropriate feelings of guilt?
q q 8. Have you experienced a diminished ability to think or concentrate?
q q 9. Do you have recurrent thoughts of death or suicide?
If you answer yes to five or more of these questions(including questions #1 or #2), and if the symptomsdescribed have been present nearly every day for twoweeks or more, you should consider speaking to a healthcare professional about treatment options for depression.
Other explanations for these symptoms may need to beconsidered. Call the Lawyer Assistance Program.
Adapted from American Psychiatric Association: Diagnosticand Statistical Manual of Mental Disorders. Fourth Edition.Washington, DC. American Psychiatric Association: 1994.
TAKE THE TEST FOR ALCOHOLISM
YES NO
q q 1. Do you get to work late or leave early due to drinking?
q q 2. Is drinking disturbing your home life?
q q 3. Do you drink because you are shy with other people?
q q 4. Do you wonder if drinking is affecting your reputation?
q q 5. Have you gotten into financial difficulties as a result of drinking?
q q 6. Does drinking make you neglect your family or family activities?
q q 7. Has your ambition decreased since drinking?
q q 8. Do you often drink alone?
q q 9. Does drinking determine the people you tend to be with?
q q 10. Do you want a drink at a certain time of day?
q q 11. Do you want a drink the next morning?
q q 12. Does drinking cause you to have difficulty sleeping?
q q 13. Do you drink to build up your confidence?
q q 14. Have you ever been to a hospital or institution because of drinking?
q q 15. Do family or friends ever question the amount you drink?
If your answer is yes to two or more of these questions youmay have a problem. Call the Lawyer Assistance Program.
FREE l SAFE l CONFIDENTIAL
Western RegionCathy Killian 704.910.2310
Piedmont RegionTowanda Garner 919.719.9290
Eastern RegionNicole Ellington 919.719.9267
63
NC LAP Annual Report
August 1, 2014 - July 31, 2015
Protecting the public by
insuring the health and integrity
of the legal profession.
64
Message from the Executive Director
The Lawyer Assistance Program (“LAP”) has had a busy year.
We welcomed Nicole “Nicki” Ellington to our staff in
October of 2014 to serve as our Eastern Region Clinical
Coordinator. Nicki has been a counselor since 2005. She is a
Licensed Professional Counselor (LPC) and Licensed Clinical
Addictions Specialist (LCAS). Nicki received her MA in
Counseling at Marymount University in Arlington, VA and her
BA in Psychology at the University of New Hampshire in
Durham, NH. She has served a variety of populations including adults and
adolescents, couples, families, and active duty service members. She has helped
clients suffering from both substance abuse and a range of mental health disorders in
intensive in-home counseling, out-patient substance abuse and mental health
counseling, out-patient counseling for the United States Army (specializing in working
with elite forces) and working in private practice. Upon joining LAP, she hit the
ground running. She has traveled the eastern region and gotten to know our clients
and volunteers across the region. She began facilitating the support groups in her area
and has been a quick study on State Bar rules and procedures. We are delighted to
have such a competent and dedicated counselor as a new addition to our already
stellar team.
LAP has furthered the initiatives begun in previous years. Sidebar, our
quarterly e-newsletter, continues to receive positive reviews and to grow its subscriber
base. The LAP Minority Outreach Conference, held in February in Chapel Hill,
remains one of our most popular offerings and consistently fills to capacity. LAP
remains the official provider of the work-life balance CLE credit hour as part of the
mandatory, state-wide Professionalism for New Admittees (“PNA”) program.
LAP’s collaborative partnership with the NC Bar Association’s Transitioning
Lawyer Commission (“TLC”) (for older lawyers needing to transition out of practice)
continues as well. The LAP recommended, and the State Bar Council granted, a 5-
year extension of the TLC’s status as a lawyer assistance program. The TLC and LAP
will continue to cross refer and work together on cases involving lawyers who need to
transition out of practice in a supportive way.
LAP has also developed a speakers’ bureau comprised of volunteers across
the state who have been trained to give certain high-demand CLE programs. As part
of that effort, we had an additional 25 LAP volunteers attend training to be specialized
Continued on next page….
65
speakers for the presentation entitled, “Getting Lost in Our Own Lives.” This program
is a general CLE program that is always in demand and has been adapted for use at
PNA programs. With this training, our LAP presentation and information is consistent
across presentations, and we reached every newly admitted lawyer in NC in the 2014-
2015 admissions year. We currently have 43 volunteer speakers as part of this newly
created CLE speakers’ bureau in addition to the 100 or so volunteers who currently
present personal recovery stories at CLE presentations across the state.
In terms of our client base, the ratio of addiction to mental health cases
remains fairly consistent. And as a continuing trend, we are seeing more complex cases
with multiple, serious issues occurring in the same individual. Alcoholism and
depression remain by far the two most prevalent issues with which lawyers struggle.
The data this year remains consistent with the trends we have seen over the past few
years. The percentage of lawyers who refer themselves to our program remains very
high (52% this year), an indicator that our CLE and outreach efforts are indeed
effective.
As we have seen over and over again in the 36 years since our inception,
lawyers who reach out to our program and follow our suggestions become the most
emotionally resilient, happiest and balanced lawyers in the state. We at LAP have been
fortunate to witness countless lives transformed as well as the resulting community and
fellowship that has emerged out of this shared journey of personal transformation.
Amazing things are possible when one lawyer shares experience, strength and hope
with another. For this reason, our outreach efforts will always remain a top priority.
Robynn E. Moraites
Message from the Executive Director
Continued...
PAGE 2
66
Lawyer Assistance Program Overview
Mission of NC LAP
NC LAP is a service of the North
Carolina State Bar which provides free,
confidential assistance to lawyers, judges,
and law students in addressing substance
abuse, mental health issues and other
stressors which impair or may impair an
attorney’s ability to effectively practice
law. In sum, our mission is to:
1. Protect the public from impaired
lawyers and judges;
2. Assist lawyers, judges, and law
students with any issues that are or
may be impairing;
3. Support the on-going recovery
efforts of lawyers and judges
4. Educate the legal community about
the issues of substance abuse and
mental health.
History of NC LAP The North Carolina Lawyer
Assistance Program’s (“NC LAP”) roots
began in 1979 with the assemblage of a
group of lawyer volunteers who were
themselves recovering alcoholics who saw
the need to offer assistance to other
lawyers suffering from addiction and
alcoholism. The group was named the
Positive Action for Lawyers with
Substance Abuse Issues (“PALS”)
committee. In 1994, the State Bar formally
recognized the PALS Committee and
incorporated PALS as part of the State Bar
administration and infrastructure. In 1999,
further recognizing the need for additional
assistance for lawyers dealing with mental
health issues not related to substance
abuse, the State Bar then formed the
FRIENDS committee.
Today both programs have been
merged into a single Lawyer Assistance
Program. NC LAP currently has a staff
consisting of a director, three clinicians and
2 office administration and special projects
personnel.
NC LAP has a Board consisting of
three State Bar Councilors, three LAP
volunteers, and three clinicians or experts
in the field of mental health and addiction.
NC LAP also has a steering committee of
volunteers from around the state who
assist in the execution of special initiatives.
NC LAP is also part of the ABA’s
Commission on Lawyer Assistance
Programs (CoLAP), a network of LAPs
serving nearly all 50 states in the U.S.
Assessment
Referral
Case Management
Peer Support
Intervention
Facilitated Support Groups
Educational Programs
LAP Services
LAWYER ASSISTANCE PROGRAM
AN
NU
AL
REP
OR
T 2
014
- 2
01
5
PAGE 3
67
Lawyer Assistance Program Overview
NC LAP Guiding Principles:
The program recognizes that the most
effective way to protect the public is
to insure the mental health and
emotional integrity of the legal
profession;
The program recognizes that
addiction, mental health issues and
physical disabilities are treatable
conditions and are not moral issues;
The program is motivated by a
humanitarian concern for the legal
community and the public;
The program also recognizes that
accountability is key in treating many
impairments;
Impaired lawyers and judges are
ethically obligated to seek assistance
and to participate in services
necessary to renew their full
effectiveness;
Lawyers and judges have a moral and
ethical responsibility to recognize the
signs and symptoms of a colleague
who may be impaired and to assist
the colleague in accessing appropriate
services.
NC LAP Program Goals:
To respond to the referral and
identification of legal professionals
who may be impaired and need
assistance;
To assist NC LAP clients in their
personal recovery from addiction, or
physical or mental health conditions;
To educate the legal community on
identification, assessment, referral,
treatment and resources available to
meet the needs of judges, lawyers,
law students;
To provide a network of trained
volunteers who are available to
respond to the needs of NC LAP
clients through a peer assistance
model;
To monitor and assist clients while
they work to gain admission to
practice law, rehabilitate and return
to the practice of law or to a better
quality of life;
To establish and maintain a
cooperative and on-going working
relationship with the Superior and
District Courts of North Carolina and
their judges, the NC State Bar Office
of Counsel, the CLE Board and other
administrative offices of the NC State
Bar, the Board of Law Examiners and
the legal community at large.
NC LAP Goals and Guiding Principles
PAGE 4
LAWYER ASSISTANCE PROGRAM
AN
NU
AL
REP
OR
T 2
014
- 2
01
5
68
Lawyer Assistance Program Overview
About 50% of calls to LAP are self-
referrals from those who recognize they
have a problem and ask for help. About
90% of these problems range from
temporary conditions caused by grief,
relationship issues, or work difficulties to
ongoing struggles with anxiety and
depression. About 10% of the self-referred
clients are calling about alcoholism or
addiction. Usually LAP clinicians do an
assessment, in person wherever possible,
or refer the individual to an outside
professional for an assessment. LAP
works with treatment programs
throughout the country as well as with
individual therapists, psychologists, and
psychiatrists, and often makes referrals to
these professionals. We can also arrange
peer support with one of our trained LAP
volunteers who has experienced a similar
problem and successfully managed it and
we invite the client to attend the local
lawyer support group meeting.
For those clients who are not self-
referred, about 40% of calls come from
colleagues, judges, friends, and family
members who are concerned about a
lawyer, judge, or law student who may be
showing signs of a mood disorder or a
problem with substance abuse. Of that
40%, about 90% of those calls are concerns
about alcoholism or substance abuse. Our
clinician will offer suggestions on ways to
express concern and motivate the
individual to get help. Often, in the case
of these referrals, the person making the
referral prefers to remain anonymous and
not participate further in the process.
Sometimes, LAP will refer the caller to a
professional interventionist or the LAP
will assist in conducting either a formal or
an informal intervention.
Intervention is a group process that, with respect
and concern, helps an individual who may not realize he
or she has a serious problem with alcohol or other drug
use. The objective is to dismantle denial, stop family and
friends from enabling the subject’s behavior, and initiate
change. For informal interventions without a professional
interventionist, LAP uses a peer intervention model with
two trained, experienced volunteers who are in recovery
from the same issue. The LAP volunteers meet with the
subject individual and share their experience with him or
her. In the course of that meeting, they inform the
individual about the services offered by LAP. Because
recovery is an ongoing process, we also continue to work
with individuals following treatment as part of an after-
care plan.
Although we address serious mental health and
addiction problems, we encourage lawyers to seek
assistance for less severe issues of stress, grief, or simply
feeling overwhelmed. Everyone has problems at times and
the confidential help available through LAP can prevent
problems from becoming more severe.
Whatever the issue is that brings an individual to
LAP for assistance, we follow up with ongoing case
management services.
How the Program Works
All client interactions with LAP are held in strict
confidence as are any referrals. The only exception is if an
individual signs a release of information and asks LAP to
report on his or her behalf to another organization or
individual. Confidentiality is guaranteed by Rule 1.6(c).
Confidentiality is the Cornerstone
PAGE 5 PAGE 5 PAGE 5
LAWYER ASSISTANCE PROGRAM
AN
NU
AL
REP
OR
T 2
014
- 2
01
5
69
East
Piedmont
West
NEW CASES/FILES
Now in its 36th year of operation,
NC LAP is busier than ever. NC LAP
typically fields anywhere from five to ten
“new inquiry or concern” calls a week in
each of its Charlotte and Raleigh offices,
totaling approximately 600-800 telephone
calls, from impaired attorneys, judges, or
law students, or concerned family
members, managing partners, and
colleagues. Of these calls this year, 109
resulted in newly opened files, with 26
additional files reopened, bringing the
total number of opened cases to 135. We
closed 69 files resulting in a combined total
of 494 open cases at year’s end.
Many of the calls that do not result in the opening of a new file include situations where a lawyer or
a judge calls seeking guidance for next best steps. For example:
An older lawyer may need to wind down a practice and the judge or lawyer who is concerned does not
know how to approach the individual or what to say. We coach them and eventually become directly
involved if needed, but we typically do not open a file. We have recently begun collaborating with the
TLC on these cases, and we do not open a file.
A Bar Councilor, judge or lawyer may call to ask for guidance about a certain lawyer or situation
without giving us the name of the lawyer at issue. We will often coach the caller through that situation
and/or provide some referral resources.
A lawyer has a child (ranging from teen to middle aged) who has an impairment requiring treatment
and needs a referral for a treatment
center or mental health provider.
Lawyers sometimes call in and
need treatment center
recommendations for their own
clients who appear to be impaired
professionals (like doctors, nurses,
pilots, etc).
Lawyers who have attended a CLE
where we spoke and are seeking a
recommendation for a good
therapist in his or her local area, but
where it is clear there is not a need
for full LAP involvement or case management.
The Year in Review ~ Statistical Snapshot PAGE 6
39% 35%
26%
494 TOTAL CASES BY REGION
37% 41%
22%
135 NEW CASES BY REGION
LAWYER ASSISTANCE PROGRAM
AN
NU
AL
REP
OR
T 2
014
- 2
01
5
70
Self
Colleague
Other
PAGE 7
The Year in Review ~ Statistical Snapshot
REFERRAL SOURCES
The rate of self-referral to LAP increased by 4% to 52%. This year 32% of LAP referrals came from
colleagues, law firms, friends, family and judges who expressed concern about a lawyer or judge. The
remaining 16% of referrals came from law schools, the board of law examiners, other LAPs, therapists,
physicians, state bar staff or the grievance committee. We saw a shift this year with 4% of cases moving
from the other category to self referral with the percentage of colleague referral remaining the same.
GENDER
The gender breakdown for clients
seeking services this year was 67%
men and 33% women. We saw a slight
uptick in the percentage of women
seeking services.
67%
33%
GENDER
32%
52%
16%
REFERRAL SOURCES Referred by Total
Another LAP 4
Another Lawyer 92
Bar Staff 29
Board of Law Examiners 14
DA 1
Family 26
Law Firm/Employer 17
Friend, Non-lawyer 4
Grievance 8
Judge 17
Law School 12
Other 5
Physician 6
Self 256
Therapist 3
Grand Total 494
LAWYER ASSISTANCE PROGRAM
AN
NU
AL
REP
OR
T 2
014
- 2
01
5
71
Career
Substance Abuse
Family/Relationship
Psychological
Process Addiction
Medical
Many clients exhibit problems in more than one category, so there is overlap in documenting
the issues. We continue to see psychological problems more often than other issues and these
frequently coexist with substance abuse issues. Some issues, like codependency, appear across the
spectrum and could fit within multiple categories. Although lawyers rarely come to us with only
career related issues, many describe their job-related concerns that exist along with depression,
anxiety and problem drinking. The term “process addiction” refers to compulsive behaviors such as
problem gambling, eating disorders, compulsive spending or sexual addiction including overuse of
internet for sexual reasons.
Of the total open files as of July 31, 2015, here is the breakdown of the issues in both real
numbers and percentages:
The Year in Review The Year in Review ~ Overview of Issues
Percentages
42%
Real
Numbers
36%
10%
2-3% 8%
PAGE 8
0 50 100 150 200 250 300 350
Career
Substance Abuse
Family/Relationship
Psychological
Process Addiction
Medical
LAWYER ASSISTANCE PROGRAM
AN
NU
AL
REP
OR
T 2
014
- 2
01
5
72
PAGE 9
PSYCHOLOGICAL ISSUES
(414 CASES)
In the psychological
category, we are seeing more
complex issues and individuals with
multiple issues that compound each
other. Depression remains by far
the single largest issue facing
lawyers today.
We also have clients dealing
with grief and loss, psychosis,
schizophrenia, thoughts of suicide,
obsessive compulsive disorder, and
severe financial distress. Each of
those categories represents 1-2% of
total cases and because each is such a small percentage,
they have been omitted from the chart on the right.
ADD-ADHD
Anger Management
Anxiety
Bipolar
Depression
Other
Personality Disorder
PTSD-Trauma
Stress
CAREER ISSUES (58 CASES)
Many of the career
issues that lawyers report are
co-occurring with
psychological issues or
substance abuse issues.
Sometimes career issues cause
psychological or substance
abuse issues and sometimes
pre-existing psychological or
substance abuse issues can
cause career issues. It is
important to discern and treat
the core cause while also
addressing the co-occurring
symptoms.
Now that there is established research on compassion fatigue in the legal profession, we have
begun tracking compassion fatigue, which can mirror depression in many respects. We are seeing a
fair number of cases of compassion fatigue and secondary trauma, especially in lawyers who are
working in practice areas involving criminal law, domestic and family law, personal injury and
workers compensation. Many NC judges also report suffering from compassion fatigue and
secondary trauma.
Burnout
Career Couseling
Compassion Fatigue-Secondary Trauma
Grievance or DHC Issues
Other
Workaholism
The Year in Review ~
A Closer Look at the Issues
43%
(179 cases)
28%
14%
19%
24%
7% 13%
LAWYER ASSISTANCE PROGRAM
AN
NU
AL
REP
OR
T 2
014
- 2
01
5
14%
4% 5%
14%
2%
73
ALCOHOL AND DRUG
PROBLEMS (341 CASES)
Alcoholism remains by far
the single largest problem
lawyers are dealing with, with
over 70% of cases reporting
problems with alcohol. We also
have seen a surge in recent years
of the abuse of prescription
drugs, whether prescribed and
being used in a manner not as
prescribed or those same drugs
being used without a
prescription.
PROCESS ADDICTIONS (13 CASES)
While the word addiction
traditionally refers to overuse of
alcohol and drugs, it also applies to
compulsive behaviors, such as
gambling, sex, work, eating,
shopping/spending, internet usage, or
other technologically driven activities
such as video gaming. Rather than
being addicted to a substance, the
person is addicted to a behavior, or
more precisely: the feeling brought
about by a certain behavior or action. The suffering, losses, and devastating consequences stemming
from process addictions are similar to those of alcohol/drug addiction. Like addiction to alcohol/
drugs, process addictions follow a characteristic course with similar phases and stages. A process
addiction follows a destructive process characterized by a recognizable set of signs and symptoms. It
is progressive in nature. Left untreated, it will only continue to get worse over time. The highest
percentage we are currently seeing involve use of sexual internet websites while at work.
Alcohol
Cocaine or Crack
Crystal Meth(Amphetamine)
Designer Drugs
Heroin
Marijuana
Other
Prescription Drugs
72%
(244 Cases)
The Year in Review ~
A Closer Look at the Issues
PAGE 10
90%
(12 cases)
LAWYER ASSISTANCE PROGRAM
AN
NU
AL
REP
OR
T 2
014
- 2
01
5
8%
8% 7%
74
PAGE 11
The Year in Review ~ A Closer Look
FAMILY ISSUES (87 CASES)
Some lawyers have been
deeply affected emotionally and
psychologically by the substance
abuse of a parent or a
grandparent. The syndrome and
symptoms associated with such
a scenario is “ACOA” which
stands for Adult Child of an
Alcoholic. We have lawyers
who also seek our assistance
because they have a spouse ,
partner or child who is a
substance abuser (Al-Anon).
A majority of our clients experience some form of marriage or relationship
difficulty, but we only track those who have this issue as a primary issue.
ACOA
Al-Anon
Caregiving of FamilyMember
Codependency
Marriage/Relationship
MEDICAL ISSUES (19 CASES)
Sometimes lawyers
are coping with a medical
issue or a physical disability
or injury. Sometimes the
issue warrants assistance in
coping with early retirement
or winding down a practice.
Sometimes the issue warrants
assistance with coping and
management strategies as
well as support for the on-
going emotional strife of
dealing with a medical issue.
Chronic Pain
Cognitive Impairment
Injuries
Menopause
Neurological
Physical Disability
Other
16%
47%
(9 cases)
41%
(36 cases)
24%
20%
LAWYER ASSISTANCE PROGRAM
AN
NU
AL
REP
OR
T 2
014
- 2
01
5
9%
6%
75
The Year in Review ~ CLE
Continuing Legal Education and Outreach
The best intervention always begins with
education. In addition to our 4 quarterly articles
appearing in the State Bar Journal, the LAP
continues to provide CLE presentations for across
the state.
Minority Outreach Conference
The Minority Outreach Conference continues
with great success. This year it was held in Chapel
Hill on February 20, 2015. In its fifth year, the
conference’s goal is to reach out to minority
members of the bar. Historically, LAP has been
underutilized by African American attorneys. The
conference provides an opportunity to explore
themes related to practice unique to African
American attorneys and to dispel myths about the
LAP and how it works. We reached registration
capacity of 400 African American attorneys with 340
in actual attendance.
Justice Cheri Beasley did a wonderful job
as keynote speaker for the conference. Following
Justice Beasley’s keynote was a roundtable
discussion focusing on Special Considerations
Unique to African American Attorneys. Panel
participants included attorneys Glenn Adams,
Fred Williams, Claudia McClinton, Lenita
Arrington and Terry Sherrill. The afternoon
session featured a high energy presentation by
Charlotte therapist, Courtney Nesbitt, entitled
Professional and Black: Owning the Differences,
Addressing the Barriers, Finding the Balance. The
final session of the day was a presentation from
well-known publicist and author Terrie Williams.
Ms. Williams shared stories about her battle with
depression and the impact that it had on her life
and career. Immediately after the conference,
LAP hosted a book-signing reception where
participants were able to purchase copies of Ms.
Williams’ latest best-selling book, Black Pain, It
Only Looks Like We’re Not Hurting.
PAGE 12
LAWYER ASSISTANCE PROGRAM
AN
NU
AL
REP
OR
T 2
014
- 2
01
5
LOCATIONS OF ATTORNEYS REPRESENTED AT 2015 MINORITY OUTREACH CONFERENCE
City Number City Number City Number
Apex 4 Hickory 1 Raeford 4
Asheville 1 Hillsborough 3 Raleigh 71
Binghamton 1 Holly Springs 1 Red Springs 1
Carrboro 1 Kannapolis 1 Research Triangle 1
Cary 9 Knightdale 1 Roanoke Rapids 2
Chapel Hill 5 Lancaster, SC 1 Rolesville 1
Charlotte 55 Louisburg 4 Roxboro 1
Clayton 2 Matthews 1 Sanford 1
Clemmons 1 Mebane 2 Smithfield 1
Columbia, SC 2 Morrisville 6 Statesville 1
Concord 3 Mount Holly 1 Wake Forest 1
Durham 89 Mt. Holly 1 Walkertown 1
Fayetteville 14 New Bern 1 Warrenton 1
Fuquay Varina 2 Newport 1 Whitsett 1
Goldsboro 1 Oxford 1 Wilmington 2
Greensboro 10 Pembroke 1 Wilson 4
Greenville 4 Pleasant Garden 1 Winston Salem 13
Henderson 1
* Yellow shaded locations indicate areas with greatest number of participants: Charlotte, Durham and Raleigh Green shaded locations indicate out-of-state attorneys practicing in North Carolina.
76
The Year in Review ~ CLE PAGE 13
Substance Abuse and Mental Health CLE Presentations
The LAP presented at least 88 CLE programs this year (see Appendix A) with 19 additional video
replays. We are able to present this volume of programs due to our dedicated volunteers who regularly
speak and present as LAP representatives. Occasionally our volunteers are asked directly to speak at a CLE
in addition to the requests that formally come through our office, and we do not necessarily receive that
information for statistical reporting purposes. CLE remains our best outreach tool.
We’ve seen a big jump in the number of CLE presentations in recent years as we now provide the
presentation on work-life balance to all newly admitted lawyers as part of the Professionalism Program for
New Admittees. To accommodate these greater numbers, 32 volunteers to date have been trained to give
this talk. Typically six or seven
different CLE sponsors need the
presentation delivered on the same
day. Many CLE sponsors are now
recording our live presentations and
offering video replays, which we are
also now attempting to track.
We sometimes receive
requests to use our LAP History or
Lawyer Risk and Resiliency Videos.
They are now available on our
website via YouTube and are easily
downloadable for any CLE
presentation.
Substance Abuse and Mental Health CLE Presentations
Although we can tailor any program to specific needs or audiences, our most popular
educational programs are:
Getting Lost in Our Own Lives (focus is on preventive work-life balance and inherent
stress of the profession) (this program has been adapted for the Professionalism for
New Admittees Program)
Compassion Fatigue: The Price We Pay As Professional Problem Solvers
Mentally Preparing for Life’s Transitions – the Psychology of Change (focused on the
emotional impact of preparing for retirement)
Addiction Basics and the Lawyer Assistance Program
LAWYER ASSISTANCE PROGRAM
AN
NU
AL
REP
OR
T 2
014
- 2
01
5
0
20
40
60
80
100
120
YR 2011 YR2012
YR 2013YR 2014YR 2015
Video Replays
CLE Programs
77
LAP’s Trained Volunteers Make a Difference
Volunteers are the foundation of NC LAP. Our trained volunteers provide peer support to lawyers
in need and they serve on informal intervention teams to help those lawyers and judges who may not
realize they have a problem. LAP volunteers also serve as CLE speakers who help educate the legal
profession about substance abuse and mental health problems.
Our volunteers give their time and assistance
because they recognize and believe their
participation is valuable and beneficial for
the legal profession and because they find it
personally rewarding to help others find the
solutions they found so transformative. LAP
has volunteer opportunities for attorneys and
judges 1) who themselves are in recovery
from alcohol or drug problems, depression,
anxiety or other mental health problems, or
2) who have experienced a family member or
friend who has suffered from alcoholism or
other substance abuse issues, depression,
anxiety or other mental health problems and who had to learn how to effectively deal with that situation.
LAP volunteers are not volunteers in the usual sense. All LAP volunteers receive formal and
informal training from LAP staff. Volunteers are individually selected to be paired with clients based
upon the facts and circumstances of their experience and that of the lawyer who is of concern.
We currently have 200 LAP Volunteers. As described, the LAP network of volunteers and lawyer
support groups provide a major part of the assistance given by the LAP to lawyers around the state.
Without the extended volunteer network, it would be impossible for the LAP to be as effective as it has
been during the past year.
On an interesting note, our current volunteer base is represented by the following NC law schools
(some of our volunteers did not attend law school in NC).
Volunteers
PAGE 14
West
East
Piedmont
42%
41% 17%
LAWYER ASSISTANCE PROGRAM
AN
NU
AL
REP
OR
T 2
014
- 2
01
5
Volunteers by Region
NC Law School Total Volunteers
Campbell 15
Charlotte 3
Duke 4
Elon 1
Central 16
Wake Forest 34
UNC 63
Campbell
Charlotte
Duke
Elon
Central
Wake Forest
UNC
Volunteers by NC Law School
78
LAP Steering Committee
The LAP Steering Committee is a volunteer
leadership committee. It was formed in 2012 when the
former PALS and FRIENDS subcommittees combined into
one committee. LAP Steering Committee members are all
active LAP volunteers from across the state and are
appointed by the LAP Director. The Steering Committee is
composed of 2 volunteers (a member and an alternate)
from each of the LAP meetings across the state as well as 2
members at large from each region (West, Piedmont and
East).
The LAP Steering Committee selects projects and
initiatives that it deems important to the function or direction of the LAP. The LAP Steering Committee has
continued to build upon its momentum from last year with these selected major initiatives this year:
Ongoing operation of SIDEBAR, an
electronic quarterly newsletter as an
outreach tool,
In continuation of the law school initiative, the committee developed content about LAP for inclusion
on law schools’ websites and is working on character and fitness brochures that will contain
information about LAP for distribution at all law schools,
Having secured the one-hour work-life balance hour
as part of the mandatory Professionalism for New
Admittees program across the state, steering
committee members attended training to give the
program and volunteered to speak at PNAs through
the remainder of the year, and
Continuation of a 12-step study retreat weekend (not
paid for by LAP, but self-supporting through paid
registrations of participants) that was revived in 2013
and held this year at Browns Summit to rave reviews.
The LAP Steering Committee continues great and dedicated work and we look forward to its
continued visionary process and success.
Volunteers PAGE 15
LAWYER ASSISTANCE PROGRAM
AN
NU
AL
REP
OR
T 2
014
- 2
01
5
79
New Website: www.nclap.org
It has taken the better part of a year to develop and launch a brand new website, and it has been worth the
effort. The new LAP website has a totally different look and feel than our old website. Knowing what we
know today about client-driven internet usage, the site has been completely reconceptualized and brought
up to today’s standards in terms of both content and structure. The all-new content is comprehensive while
remaining approachable. The site is streamlined and easy to navigate. It now contains landing pages for CLE
requests, special sections for volunteers and family members, and articles on a variety of issues.
Training
The 35th Annual LAP Meeting and Workshop was held November 7-9, 2014 at the Holiday Inn SunSpree
Resort, Wrightsville Beach, North Carolina. Approximately 150 lawyer volunteers attended the event to
receive on-going training. Justice Robert Edmunds was in attendance and presented the Chief Justice’s
LAP Service Award.
The 36th Annual LAP Meeting and Workshop will be held on November 6-8, 2015 at the Crowne Plaza
Resort in Asheville.
Due to high demands for certain CLE presentations and in preparation for providing the one hour work-
life balance hour for the Professionalism for New Admittees program, the LAP held 2 stand-alone
volunteer speaker trainings (and immediately put these dedicated volunteers to work) as follows:
August 4th— Getting Lost in Our Own Lives, Charlotte, NC— 9 volunteers were trained to speak
on this subject
August 5th— Getting Lost in Our Own Lives, Raleigh, NC—15 volunteers were trained to speak
on this subject
Local Volunteer Meetings
The LAP continues the development of local volunteer meetings to provide greater continuity and support
in meeting the needs of lawyers new in recovery and allowing volunteers the chance to grow in their own
recoveries. Local volunteer support meetings are held in the following areas (contact the clinical coordinator
in the area for more information as to time and location):
Administration
Asheville Greensboro
Charlotte Greenville
Durham-Chapel Hill Raleigh
Fayetteville/Sandhills Wilmington
Winston-Salem
PAGE 16
LAWYER ASSISTANCE PROGRAM
AN
NU
AL
REP
OR
T 2
014
- 2
01
5
80
LAP Board
Darrin Jordan, Chair
Lanée Borsman
John Bowman
Christopher Budnick
Barbara Christy
Jerry Jernigan, Vice Chair
Dr. Joseph Jordan
Dr. Nena Lekwauwa
Robert “Bert” Nunley
LAP Board Meetings Scheduled For 015 - 015
LAP Board meetings are usually scheduled for lunchtime on Wednesday of the week the Bar Council meets
except in October. Instead, the LAP Board meets at the Annual LAP Meeting and Conference held the first
weekend in November. The upcoming schedule is as follows:
2015
November 6-8 – Crown Plaza Resort, Asheville, NC
2016
January 19-22 - NC State Bar Headquarters, Raleigh
April 19-22 - NC State Bar Headquarters, Raleigh
July - TBA
November 4-6 – Probably Wrightsville Beach
Administration PAGE 17
LAWYER ASSISTANCE PROGRAM
AN
NU
AL
REP
OR
T 2
014
- 2
01
5
81
Appendix A—CLE
LAWYER ASSISTANCE PROGRAM
AN
NU
AL
REP
OR
T 2
014
- 2
01
5
Date Sponsor City
8/7/2014 NCBA Concord
8/15/2014 Catawba County Bar Newton
8/20/2014 Clerk of Superior Court Summer Conference New Bern
8/27/2014 Womble Carlyle Sandridge & Rice and Poyner Spruill Winston Salem
8/28/2014 NC Child Support Council Concord
9/4/2014 Campbell Law School Connection Mentor Program Raleigh
9/10/2014 Duke Energy Charlotte
9/12/2014 Virginia LHL Conference Wintergreen, Va
9/19/2014 District Bar Meeting (District 15A) Burlington
9/24/2014 Lowes Legal Department Mooresville
9/24/2014 Association of Legal Administrators Cary
10/2/2014 UNC School of Law Chapel Hill
10/2/2014 Attorneys Title Wilmington
10/3/2014 Wake County Bar Raleigh
10/3/2014 28th Judicial District - PNA Asheville
10/7/2014 Attorneys Title Greensboro
10/9/2014 School of Government Raleigh
10/9/2014 NC Industrial Commission Education Conference Raleigh
10/10/2014 NCBA - Annual Review Greensboro
10/10/2014 Charlotte School of Law Greensboro
10/10/2014 Mecklenburg County Bar Charlotte
10/14/2014 Investor Title Pinehurst
10/18/2014 Advocates for Justice Asheville
10/18/2014 NCAWA Asheville
10/18/2014 Law to the People - PNA Raleigh
10/23/2014 NC Bar Association Cary
10/29/2014 Campbell Law School Initiative Raleigh
11/13/2014 Womble Carlyle Sandridge & Rice and Poyner Spruill Charlotte
11/13/2014 Greensboro Criminal Bar Ass’n Winston Salem
11/14/2014 Womble Carlyle Sandridge & Rice and Poyner Spruill Raleigh
11/14/2014 Attorneys Title - Paragon Group Raleigh
11/20/2014 Advocates for Justice Raleigh
12/2/2014 NCBA - PNA Cary, NC
12/4/2014 MCB - PNA Charlotte
12/9/2014 NCBA - PNA Charlotte
12/10/2014 Mecklenburg County Bar Charlotte
12/12/2014 Rowan County Criminal Law CLE Salisbury
12/15/2014 NCBA - PNA Charlotte
12/16/2014 Attorneys Title Winston Salem
12/19/2014 Haywood County Bar Waynesville
82
Appendix A—CLE (continued)
LAWYER ASSISTANCE PROGRAM
AN
NU
AL
REP
OR
T 2
014
- 2
01
5
1/15/2015 Mecklenburg County Bar Charlotte
1/15/2015 Inns of Court Durham
1/26/2015 NCBA Cary
1/30/2015 Wake Forest Law School Initiative Winston Salem
1/30/2015 Dispute Resolution Seminar Pinehurst
2/2/2015 GAL Attorney Advocacy Asheville
2/3/2015 BridgeTrust Title Group Raleigh
2/5/2015 Mecklenburg County Bar Charlotte
2/6/2015 NCBA Workers Comp Annual Section Meeting Greensboro
2/12/2015 NCBA - PNA Webinar Webinar
2/12/2015 NCBA - PNA Webinar Webinar
2/12/2015 Lowes Legal Department Mooresville
2/12/2015 BridgeTrust Title Group Greensboro
2/16/2015 NCBA - PNA Webinar Webinar
2/17/2015 NCBA - PNA Webinar Webinar
2/19/2015 Advocates for Justice Webinar
2/19/2015 NCBA - PNA Webinar Webinar
2/19/2015 Chief Justice Commission on Prof Greensboro
2/20/2015 NCBA Business and Inter Law Sections Meeting Pinehurst
2/23/2015 NCBA - PNA Webinar Webinar
2/24/2015 NCBA - PNA Webinar Webinar
2/25/2015 Advocates for Justice Raleigh
2/26/2015 Advocates for Justice Webinar
3/11/2015 Inn of Court Raleigh
3/12/2015 BridgeTrust Title Group Fayetteville
3/13/2015 NC Association of Defense Attorneys Raleigh
3/13/2015 UNC School of Gov Chapel Hill
3/18/2015 NC Conf of Bar Pres/NCBA Local Bar Serv Com Cary
3/19/2015 Federal Public Defenders Office Eastern NC Carolina Beach
3/20/2015 District Bar Meeting (District 12) Fayetteville
3/23/2015 Myers Bigel Sibley & Sajovec Raleigh
3/27/2015 NCBA Zoning and Land Use Section Cary
4/10/2015 NCBA Administrative Law Cary
4/10/2015 Dare Co District Bar Meeting (District 1) Southern Shores
4/14/2015 Law Offices of James Scott Farrin Durham
4/25/2015 NC Electric Corporative Attorney Association Myrtle Beach, SC
05/06/15 BridgeTrust Title Group Greenville
5/8/2015 Board of Legal Specialization Charlotte
5/15/2015 District Bar Meeting (District 18) Greensboro
5/16/2015 Western NC Bankruptcy Charlotte
5/19/2015 NCBA - PNA Cary
5/19/2015 MCB - PNA Charlotte
5/23/2015 NCBA Tax Session Kiawah, SC
5/29/2015 Eastern Bankruptcy Institute Myrtle Beach, SC
6/10/2015 NC Creditors Bar Raleigh
6/12/2015 23rd Judical Bar District Roaring Gap
6/15/2015 Advocates for Justice Sunset Beach, SC
7/30/2015 NCBA - PNA Cary 83
Appendix A—CLE (continued)
LAWYER ASSISTANCE PROGRAM
AN
NU
AL
REP
OR
T 2
014
- 2
01
5
October 9, 2014 NCBA – PNA – Video Replay
October 10, 2014 NCBA – PNA – Video Replay
November 18, 2014 NCBA – PNA – Video Replay
November 19, 2014 NCBA – PNA – Video Replay
December 2, 2014 NCBA – PNA – Video Replay
December 3, 2014 NCBA – PNA – Video Replay
December 4, 2014 NCBA – PNA – Video Replay
December 5, 2014 NCBA – PNA – Video Replay
December 8, 2014 NCBA – PNA – Video Replay
December 9, 2014 NCBA – PNA – Video Replay
December 11, 2014 NCBA – PNA – Video Replay
December 12, 2014 NCBA – PNA – Video Replay
December 15, 2014 NCBA – PNA – Video Replay
December 16, 2014 NCBA – PNA – Video Replay
December 17, 2014 NCBA – PNA – Video Replay
December 18, 2014 NCBA – PNA – Video Replay
December 19, 2014 NCBA – PNA – Video Replay
December 30, 2014 NCBA – PNA – Video Replay
December 31, 2014 NCBA – PNA – Video Replay
Video Replays
84
ACAP – COMPLAINTS AGAINST
LAWYERS – BROCHURE
Pages: 85-86
What can you do when you retain an attorney and problems arise that cause you to question how well you are being represented? This publication is intended to answer that question. No matter whether the problem is great or small, the North Carolina State Bar is ready to provide assistance. Where can you turn? The North Carolina State Bar Attorney Client Assistance Program. The State Bar is the agency that investigates complaints against North Carolina attorneys and, when appropriate, disciplines attorneys who violate the Rules of Professional Conduct. The Attorney Client Assistance Program (ACAP) was established to assist clients and attorneys in resolving minor problems that develop in the client/attorney relationship and to assist clients when they discover serious attorney misconduct requiring additional investigation. How does the program work? Most of the work of the ACAP is done over the phone. When you call the State Bar you will be connected with a member of the ACAP staff. Please be patient. Because of the high number of calls, you will probably be required to leave a voicemail message. Calls are answered in the order received and a member of the staff will call you back as soon as possible. Generally, all calls are returned within one business day. A member of the ACAP staff will listen to your description of the situation and will suggest the best possible strategy to resolve the problem. If it is in your best interest to resolve the matter quickly and there is no evidence of serious misconduct on the part of the attorney, the ACAP staff member may intervene directly by calling or writing to your attorney. If evidence of serious misconduct is presented, you may be asked to file a formal grievance so that an appropriate investigation may be conducted. If you are concerned about the legal fees you have been charged, you will be provided information about the State Bar’s Fee Dispute Resolution Program. How do I file a grievance or a petition for resolution of a fee dispute? Members of the ACAP staff are familiar with the rules of professional conduct that attorneys are required to follow. If your complaint involves a serious breach of these rules, the ACAP staff will explain how to file a formal complaint and will send a grievance form to you. (Forms may also be downloaded from the North Carolina State Bar website at: www.ncbar.gov.) When the State Bar receives your complaint, an investigation will be conducted and you will be informed of the outcome. The time needed for an investigation varies greatly, depending on the facts of the case and the number of grievances under investigation at any particular time. The State Bar also offers a fee dispute resolution program. This program attempts to resolve disputes over legal fees between attorneys and clients at no charge to the public. If you are disputing the amount you owe an attorney, a member of the ACAP staff will provide you with the appropriate form to begin the fee dispute resolution process. What other assistance does the ACAP provide? Attorney Locator. If you have not been in contact with your attorney for some time and cannot locate him or her, the State Bar may be able to help. The State Bar maintains an
85
address database of all licensed attorneys in North Carolina and will provide you with the general information on file regarding how to contact the attorney. The State Bar will also inform you if the attorney is deceased or no longer engaged in the practice of law. Unauthorized Practice of Law. Generally speaking, all persons engaged in the practice of law in North Carolina must be licensed to do so. This protects the public by ensuring that all those providing legal services are subject to appropriate regulation. If you suspect someone of practicing law without a license, the State Bar will investigate appropriately. Attorney Discipline. Members of the ACAP staff will gladly provide you information regarding public discipline (reprimand, censure, suspension, disbarment) received by any North Carolina licensed attorney. You may also find this information on our website. Client Security Fund. The purpose of the Client Security Fund is to reimburse, in whole or in part in appropriate cases, clients who have suffered financial loss as a result of the dishonest conduct of an attorney. Members of the ACAP staff will provide you with the appropriate information and application if you are seeking reimbursement from this fund. What do these services cost? Nothing. Services offered by the State Bar are made available to the public at no charge. How do I contact the State Bar? You may call or write the State Bar at: The North Carolina State Bar PO Box 25908 Raleigh, NC 27611 (919) 828-4620 · Web address: www.ncbar.gov
86
FEE DISPUTE RESOLUTION
PROGRAM
Pages: 87-88
NORTH CAROLINA STATE BAR FEE DISPUTE RESOLUTION PROGRAM
WHAT IS THE FEE DISPUTE RESOLUTION PROGRAM?
The purpose of the Fee Dispute Resolution Program is to assist lawyers and
clients to resolve disputes over legal fees without going to court. Under this program,
any client, or person who pays a fee on behalf of the client, who disputes the fee
charged or paid may file a petition with the North Carolina State Bar requesting fee
dispute resolution.
When the lawyer is attempting collection of the disputed fee, a reasonable effort
must be made to advise the client of the Fee Dispute Resolution Program. The lawyer
must give the client at least thirty days in which to file a petition with the State Bar
before a lawsuit can be filed against a client for the disputed fee. When the client is
seeking a refund of a disputed fee and petitions for fee dispute resolution, the lawyer
must participate in good faith throughout the process.
The petition for fee dispute resolution should be sent to the North Carolina State
Bar, PO Box 25908, Raleigh, NC 27611-5908. The petition should contain a full
explanation of the billing arrangement between the lawyer and the client, and
specifically what is disputed regarding the fee and why. If there was a written fee
contract, a copy should be provided, along with any other documentation that supports
the petitioner’s position. The lawyer may reveal confidential lawyer/client information to
the extent necessary to respond to the petition.
87
WHAT HAPPENS WHEN YOU FILE YOUR PETITION?
When the State Bar receives your petition, a copy will be sent to the lawyer, who
will be asked to respond. Sufficient investigation will be conducted by the State Bar
staff to determine if the matter is suitable for facilitation under the State Bar’s Fee
Dispute Resolution Program. Staff may recommend dismissal of a petition if it is
determined that the request is frivolous or moot, there is a lack of jurisdiction, or the
facts support the conclusion that the fee was earned and is not excessive. The
appointed designee of the State Bar Council must approve all recommendations for
dismissal.
If the matter is suitable for facilitation by the State Bar, a staff member will
attempt to resolve the dispute by negotiating between the parties over the telephone or
by letter.
Some local district bars participate in this program. If you file your petition in one
of those districts rather than with the State Bar, binding arbitration may also be offered
as an alternative method of resolution. Both parties must agree in writing to make the
process binding, and the decision is enforceable in any court of competent jurisdiction.
Local bars do not conduct non-binding arbitration.
The Fee Dispute Resolution Program does not have jurisdiction over legal fees
that are, or were, the subject of litigation. The goal of the program is to determine if the
amount of the fee billed for legal services is reasonable in view of the legal services
rendered.
88
ABA – RESOURCES AND
SERVICES
Pages: 89-98
1
The Division for Bar Services Connects your bar to the American Bar Association and more than
1,000 state, local, minority, women's, and special-focus bar associations and foundations in the United States. DBS staff is dedicated to helping bars further their mission and accomplish their goals.
Every Division service is versatile, progressive, and tailored to help every type of bar meet the needs of every type of member.
Consulting & Field Service The Field Service Program Establishing your connection to the ABA and more than 1,000 bars across the country
Our commitment to your bar and its mission begins with the Field Service Program. Field Service Representatives visit on-site and virtually with bars of every size and in every location, establishing relationships with executive staff and officers, learning firsthand about their bar’s activities, challenges, and goals.
The Field Service Program is designed to use a minimal amount of your time to return to you multiple and lasting benefits. Following the visit, we begin addressing your needs by connecting you to solutions and resources needed to build a stronger association and we promote your strengths by using your successful programs as a model for other bars to follow.
For more on the Field Service Program, visit: http://www.americanbar.org/groups/bar_services/services/field_service_program.html To schedule a visit, contact Karyn Linn at (312) 988-5350 or [email protected].
The Consulting Services Program Helping your bar create and pursue its vision
Each of our Consulting Services is specially designed to help you examine and advance your bar. Whether you want to define your focus or increase productivity, there’s a Consulting Service to meet your every need:
Strategic Planning helps your bar set a course for the future
Board Development helps the board work together as an effective leadership team
Membership Surveys helps your bar hear from members about their needs
Market Research helps your bar see where opportunities may exist
Succession Planning helps your bar to maximize the executive director transition
Consulting Services are personalized and affordably priced. To schedule a consultation visit to your bar, contact Jennifer Lewin at (312) 988-5361 or [email protected]. For more, visit http://www.americanbar.org/groups/bar_services/services.html
89
2
The Information Clearinghouse Comprehensive information on every issue that affects your bar The Information Clearinghouse is the bar community’s definitive source for information on association issues, an 18,000-piece collection of resources by and for bar leaders unavailable anywhere else. Look to the Clearinghouse for insight and advice on any topic affecting your bar. Reports, samples, journal articles and, surveys can help you resolve issues both complex and obscure. The Division staff assists further by quickly referring specialized inquiries to the appropriate ABA entity, officer, or staff member. For more on the Clearinghouse, contact Molly Flood at (312) 988-5362 or [email protected].
The DBS Website: ambar.org/barservices Connecting your bar to every Division resource – instantly The DBS website brings DBS services closer to you than ever. Use it to register for meetings, research questions, request materials, and review publications. Visit today to accelerate your connection to our core services and access information and features available exclusively online:
Resource Pages These topical resource pages from the staff experts at the ABA Division for Bar Services provide quick links to useful information to the organized bar community, some of which include: The President’s Pages Library, Governance Guide, IRS Form 990, Leadership Resources and much more.
Publications DBS publications cover a wide variety of topics to assist bar leaders in creating and implementing programs, activities, and services that meet their members’ needs. Following are brief descriptions of a few of our best-selling titles:
Leadership
Bar Leader Weekly Learn what’s on the minds of the staff of the ABA Division for Bar Services. This weekly newsletter helps busy bar leaders stay up to date with the latest bar association news and key issues in the legal profession. (http://www.americanbar.org/groups/bar_services/publications/barleaderweekly.html)
Bar Leader Magazine This is the essential, digital periodical for bar executives and officers. Bar Leader, published bi-monthly, covers the issues, trends, and activities that affect volunteer and staff leaders of state, local, and special-focus bar associations. (http://www.americanbar.org/publications/bar_leader.html)
New Bar President This publication is a guide for any officer ascending to the role of president. It outlines the president’s key roles in governance, financial oversight, and communications with members and the public. It is the only handbook of its kind geared specifically to bar associations and bar leaders. (http://www.americanbar.org/publications/bar_leader.html)
The Bridge Monthly updates featuring breaking news on relevant ABA activities and services, innovative bar-sponsored programs, and important upcoming events. (http://www.americanbar.org/content/newsletter/publications/bridge_home.html)
90
3
On Administration & Management 2012 Bar Activities Inventory More than 50,000 indexed facts on the organization and programs of state and local bars. There are quick answers to questions on bars’ leadership and governance structure, membership benefits, CLE and public relations programs, and much more.
2015 State and Local Bar Association Membership Administration and Finance Report on the membership dues, administration, and finances of 188 responding state and local bars. It
includes information on total cost to practice in each state, membership dues levels, and dues increases.
State and Local Bar Association Directory A quarterly directory of profiles, and addresses for more than 300 bar associations and their leaders. The Directory’s contact information is also available on mailing labels.
For More: Visit the DBS Bookstore at http://www.americanbar.org/groups/bar_services/publications.html for a
complete list of our publications with descriptions and excerpts. Order online or by phone at (800)285-2221.
For questions, contact Joanne O’Reilly at (312)988-5348 or [email protected].
Administrative Services
The Job Announcement Service Your direct connection to the right candidate
The Job Announcement Service is the most effective way to advertise an opening at your bar. Each announcement is professionally edited to ensure your message is attractive and clear, then mass-emailed, posted online, and seen by more than a thousand bar association employees nationwide.
To send a job announcement, contact Michael Ward at (312)988-5356 or [email protected].
Association Management Services Providing executive support for three membership entities which focus on the needs of bar and foundation officers and executives. Services include board management, program development, membership and financial management, communication coordination, and conference and event planning.
THE NATIONAL CONFERENCE OF BAR PRESIDENTS – WWW.NCBP.ORG The organization for present, future, and past bar presidents; programming supplemented by the Metropolitan Bar Caucus.
THE NATIONAL ASSOCIATION OF BAR EXECUTIVES – WWW.NABENET.ORG The organization for professional staff of bar associations and law-related organizations.
THE NATIONAL CONFERENCE OF BAR FOUNDATIONS – WWW.NCBF.ORG The organization for professional staff, officers, and board members of bar foundations.
For questions on our Association Management Services or to join a membership group, contact Pamela Robinson at (312) 988-5345 or [email protected].
91
4
Leadership Training
The Bar Leadership Institute March 15-17, 2017 March your bar closer to its mission The Bar Leadership Institute is an indispensable training program for those entrusted with the stewardship of bar associations, whether prospective bar presidents or veteran bar executives. The program features plenary sessions, group discussions, and workshops on every aspect of bar management and provides an open atmosphere for expressing ideas, gathering opinions, and networking with fellow bar leaders. Over 300 registrants, including association executives, presidents-elect, and other prospective elected leaders, attend the event in Chicago each March. Financial scholarships are available. Upcoming BLI Sessions are scheduled:
March 15-17, 2017
March 14-16, 2018
March 13-15, 2019 Plan to attend to find out for yourself why the BLI has been called “The best thing the ABA does.” For more on the BLI, contact Karyn Linn at (312) 988-5350 or [email protected].
Bar School Continue to develop your leadership skills and proficiency
The ABA Division for Bar Services presents a monthly webinar series focused on topics of interest to the bar association community including updates on issues of concern to bar associations and the legal profession, trends, technology training and tips, and leadership and governance. The new BAR ESSENTIALS series, presented every other month, provides an effective onboarding program for new staff as well as refreshers for more seasoned staff with topics such as customer service and effective meetings. For more information and the program schedule, visit www.ambar.org/BarSchool.
To register for Bar School, visit ambar.org/barschool. Contact Joanne O’Reilly at (312)988-5348 or [email protected] with any questions.
ABA Division for Bar Services
321 N. Clark St., Fl. 16 ♦ Chicago, IL 60654 Call: (312) 988-5998
E-mail: [email protected] Visit: ambar.org/barservices
Facebook: facebook.com/ABABarServices Twitter: @ABABARSERVICES
Updated: March 2016
92
Keep up with the latest bar trends and information
Subscribe to Bar Leader Magazine—The bi-monthly online magazine of in-depth stories on bar management, programming, leadership and technology. Read The Bridge—The monthly e-newsletter featuring resources from throughout the ABA that serve your association and your members. Access sample policies and better practices from our clearinghouse and online resource pages. Example pages include:
Small Bar Associations IRS 990 Social Media President’s Page Library
Follow us on Twitter @ABABarServices, “Like” us on Facebook. Join us on LinkedIn. You’ll get the latest in late-breaking bar news, interesting analysis and a picture or two.
Gain an outside perspective
Call our staff team. We are happy to give you a reality check on a program, governance issue or management dilemma. We’ll point you to the right person with the right expertise. We’ll keep your confidence.
Develop your board and leadership
Attend the ABA Bar Leadership Institute. Purchase New Bar President —A guide for any officer ascending to the role of president. It outlines the president’s key roles in governance, financial oversight, and communications with members and the public. Consider our customized board training and development for retreats and orientations. Engage us for strategic planning process design and facilitation.
DBS and our ABA colleagues can help you:
For more information, visit us at: ambar.org/barservices
or contact us at [email protected] or 312.988.5998 93
Ensure program success
Access our clearinghouse which has thousands of program samples, references and “how to” documents. Email: [email protected] Assess and enrich your Lawyer Referral Service with a PAR visit or through the resources of the Standing Committee on Lawyer Referral and Information Services. Request assistance from the Center for Pro Bono for program development, technical assistance and peer-to-peer consulting. Get resources for your Law Day and civics education initiatives from the ABA Division for Public Education. Understand strategies for increasing diversity in your association and the profession, contact the Office of Diversity and Inclusion. Inspire young lawyers. The ABA Young Lawyers Division facilitates the exchange of information and best practices among young lawyer groups from around the country.
Cultivate your staff and optimize your use of technology
Attend Bar School, a monthly webinar focused on topics of interest to the bar association community including trends, technology training, leadership and governance. Visit the social media resource page on the DBS website.
Serve your members
Link to resources available from the ABA’s Law Practice Division, and Legal Technology Resource Center. Learn about the association’s advocacy efforts through the ABA Governmental Affairs Office. Access the Professional Responsibility Law Speakers Bureau, a resource from the ABA Center for Professional Responsibility, intended to help those organizing conferences, workshops, continuing legal education, and similar programming. Get discounts on ABA books for your members as well as additional non-dues revenue for your bar through ABA Books for Bars. Reprint articles in your bar journal or newsletter from one of the hundreds of ABA publications. Email: [email protected]
For more information, visit us at: ambar.org/barservices
or contact us at [email protected] or 312.988.5998 94
Essential Tools for Bar Leaders
Dates to Remember
Resources
Bar Leader Magazine
This bi-monthly online news magazine covers key issues and trends relevant to bar leaders as well as in-
depth stories on bar management, programming, leadership, and technology. Articles are intended to
generate ideas readers can apply at their own bars.
Bar Leader Weekly
This at-a-glance newsletter helps busy bar leaders stay up to date with the latest in bar association news
and key issues in the legal profession.
Bar Leadership Institute
The BLI provides presidents-elect or other presidential-track officers with techniques and skills essential
to effective bar leadership. The program features plenary sessions, group discussions, and workshops
on every aspect of bar management and leadership. The BLI offers an open atmosphere for expressing
ideas, gathering opinions, and networking with fellow bar leaders. The 2017 BLI is scheduled for
March 15-17 in Chicago.
Bar School: Affordable Continuing Education for Bar Association Staff and Leaders
This monthly webinar series focuses on topics of interest to the bar association community including
updates on issues of concern to bar associations and the legal profession, trends, technology training
and tips, and leadership and governance. The new BAR ESSENTIALS series, presented every other month,
provides an effective onboarding program for new staff as well as refreshers for more seasoned staff with
topics such as customer service and effective meetings. For more information and the program schedule,
visit www.ambar.org/BarSchool. Detailed information is available at www.ambar.org/barservices
Upcoming Bar School Webinars
Bar Essentials: Business Writing
May 23, 2016
Serving an Aging Profession
June 2016 (Date TBD)
REGISTER HERE! www.ambar.org/barschool
Other Key Dates
NABE Small Bar Conference
Baltimore, MD
June 23-25, 2016
NABE/NCBP/NCBF 2016 Annual Meeting
San Francisco, CA
NABE– August 2-4, 2016
NCBP & NCBF– August 4-6, 2016
Conference of Metropolitan Bar Associations
Meeting
Naples, FL
September 15-17, 2016
NABE Communications Section Workshop
Savannah, GA
October 19-21, 2016
Financial Scholarships are offered for select
Programs. Inquire for more details.
95
Online Resource Pages These topical resource pages provide quick answers to pressing questions. From social media to
Form 990 to the future of the legal profession, these pages link you to information of interest to
the organized bar community. Gain access to this information at ambar.org/BarResources.
ABA Resources Membership Resources
Diversity and Inclusion President Pages Library
Future of the Legal Profession Small Bar Associations
Governance Guide Social Media
IRS Form 990 Unified Bar Associations
Leadership Resources
Connect with Us
Subscribe at
ambar.org/barservices Popular pages—DBS subscriptions
Follow us on Twitter
@ABABARSERVICES
Become our fan on Facebook
facebook.com/ABABarServices
Email us at
96
Every Bar Services staff member helps connect
your bar to the resources it needs. Call On Us.
A d m i n i s t r a t i o n
Roseanne T. Lucianek
Division Director
(312) 988-5344
Justina Lin
Program Assistant
(312) 988-5998
B a r L e a d e r s h i p U n i t
The National Association of Bar Executives
The National Conference of Bar Presidents
The Metropolitan Bar Caucus
The National Conference of Bar Foundations
Pamela E. Robinson
Deputy Director
(312) 988-5345
Tondanisha Tomlinson
Finance and Business Administrator
(312) 988-5360
Nora Warens
NABE Member Services Coordinator
(312) 988-6008
Rebecca Green-Jablonsky
Committee Specialist
(312) 988-5364
Teresa Peavy
Program Specialist
(312) 988-5347
Steve Jones
NCBP Member Services Coordinator
(312) 988-5353
97
DBS Staff. Call On Us.
321 North Clark Street 16th Floor Chicago, Illinois 60654
Call: (312) 988-5343 Fax: (312) 988-5492 E-mail: [email protected]
Visit: ambar.org/barservices
B a r M a n a g e m e n t , I n f o r m a t i o n & P u b l i c a t i o n s U n i t
Publications & Marketing
Joanne O’Reilly
Staff Director
(312) 988-5348
Michael Ward
Information Research Specialist
(312) 988-5356
The Consulting Services Program
Jennifer Lewin
Director, Knowledge Management and
Governance
(312) 988-5361
Information Clearinghouse & Website
Molly Kilmer Flood
Research and Information Manager
(312) 988-5362
The Field Service Program
Karyn Linn
Director, Outreach and Education
(312) 988-5350
Angie Euell
Field Service Specialist
(312) 988-6067
Magdalena Bieniek
Program Coordinator
(312) 988-5349
B a r L e a d e r M a g a z i n e
Marilyn Cavicchia
Editor
(312) 988-6071
98
NORTH CAROLINA BAR
ASSOCIATION – MENTORING
PROGRAMS
Pages: 99-110
Guidelines
Goals The goals of the Mentorship Program are to (1) allow experienced practitioners to provide assistance to mentees as they enter the profession, (2) guide mentees in traversing the realities of the practice of law, in general, and (3) communicate the importance of being a citizen lawyer. The mentoring program is meant to be a part of a bridge between law school and the "real world" of legal practice. A successful mentoring program will help the legal profession as a whole by assisting young lawyers in developing good character, competence, and a deeper appreciation for the profession as a whole that they can take into their future years of practice. A mentor is an advisor, trainer, and teacher. A good mentor is both a good person and a good lawyer. In the legal arena, the mentor is someone who is able to guide a new attorney in the practice of law, give him or her instructional advice about local laws and customs, and help the mentee to grow personally, as well as professionally. The Mentorship Program administered by the North Carolina Bar Association (NCBA) offers two types of mentoring opportunities for mentees and mentors. The first is the more traditional one-on-one mentoring relationship, in which a new lawyer and a more experienced lawyer are paired with the expectation that they will establish an ongoing relationship. Examples of topics for discussion between mentees and mentors in a traditional relationship are issues of current concern of the profession, the mentors' approaches to ethical and professionalism dilemmas, career goals, types of legal practice, law practice management issues, and quality of life issues. However, the topics covered are only limited by what the mentor and mentee desire to cover. Conversations between mentors and mentees should be kept confidential. In addition to the traditional one-on-one mentoring option, the NCBA now offers a mentoring opportunity that will be based on the situational needs of new lawyers. Seasoned lawyers who would like to provide mentoring services but are not in a position to participate as a traditional mentor can now register to be available for single topic telephone conversations with new lawyers. The seasoned lawyer will identify the topics for which he or she would be willing to talk with a new lawyer and how often he or she would be available. When a new lawyer has an issue arise for which they need some guidance, he or she can contact the NCBA and be referred to an experienced attorney willing to assist on that topic. The goal of this new program component is to allow more experienced lawyers to participate as mentors and to provide immediate, focused assistance to new lawyers who may be in more rural areas of the state or who need guidance on a limited topic. As with the traditional relationship, conversations between mentors and mentees should be kept confidential.
99
Criteria to be a Mentor
1. A minimum of five consecutive years of active practice as a lawyer, and a lawyer in good standing with the North Carolina State Bar
2. No record of a published sanction by any state bar. Whether or not a record exists, no mentor may serve if they have had their license suspended, been disbarred, or voluntarily surrendered their license to dispose of a pending proceeding.
3. For mentors participating exclusively as a resource by phone, a willingness to commit at least an hour of time per month for one year to responding to calls from new lawyers.
4. For mentors participating in a more traditional mentoring relationship, a willingness to devote whatever time the mentor and mentee determine to be appropriate to accomplish whatever goals they seek to achieve.
Criteria to be a Mentee 1. Be an active member in good standing with the N.C. State Bar, with priority given to
members of the North Carolina Bar Association. 2. Be a practitioner of law for no more than three years.
Establishing the Relationship Where a pairing is made for a traditional one-on-one mentoring relationship, the mentee is expected to initiate contact with the mentor within fourteen days of the date of the correspondence notifying the mentee of the identity of the mentor. Matches of mentors and mentees are made on the basis of common interests, location, and other factors indicated on the application form. While mentors may be asked for guidance as to locations and types of practice, the Mentoring Program is not meant to serve recruitment or placement needs. Mentees and mentors who desire a more comprehensive and traditional mentoring relationship are encouraged to meet informally for breakfast, lunch, or dinner at the mentor's office or anywhere else that is mutually convenient. In addition, such mentors and mentees are free to structure the relationship to meet the needs of both the mentors and mentees availability. Such mentors are encouraged to invite mentees to attend hearings, meetings, lectures, or any special law-related event when appropriate. They are also encouraged to communicate by telephone rather than e-mail in order to establish a more personal relationship. Both mentors and mentees in the traditional relationships often have busy and unpredictable schedules, so mentees are thus urged to recognize that mentors are taking time away from work and other responsibilities to share time, wisdom, and experience. Please remember that it is the quality of the relationship and information shared, not the quantity of time spent, that determines the success of the mentoring relationship. Where a mentee is seeking assistance with a single topic or issue and requests telephone assistance from a mentor volunteer, a NCBA staff member will identify an available mentor
100
volunteer with expertise in that area and provide the mentee’s contact information to the mentor. The mentor should contact the mentee within 48 hours of receiving the contact information. If a mentor cannot commit to contacting the mentee within that time period, he or she should inform the NCBA staff member of that fact and the mentee will be assigned to a different mentor. Should a mentor and mentee participating in a situational pairing agree that they would like to continue in a mentoring relationship, the pairing can be changed to a traditional one-on-one pairing and the mentor will be removed from the situational rotation.
Limitations It is not necessary that a mentor practice law in the same area(s) of law as his or her mentee. A mentor is not a tutor. In a traditional pairing, a mentor's focus with his or her mentee should be imparting his or her knowledge and experience about such matters as professionalism, civility, dealings with opposing counsel and judges, dealings with clients and office staff, and balancing professional demands with personal, family, and civic obligations. Many of these same issues may arise in situational pairings, but the interaction typically will be a focused conversation on a single topic. In responding to a specific legal question from a mentee, a mentor should not be concerned about saying, "I don't know." However, the mentor should discuss how the mentee might find the answer to the question. The mentor should avoid discussions of actual cases or clients and should avoid providing specific substantive legal advice. The mentor may be asked questions relating to general substantive legal issues, and in such instances, should attempt to provide the mentee with appropriate resources and should use reasonable judgment in the information provided. Mentors should direct the new lawyer to the North Carolina State Bar for resolution of difficult ethical issues.
This program is designed to supplement, not replace, similar programs which may be in place at law firms or sponsored by local or other bar association
101
MENTORING PLAN
Introduction Thank you for participating the NCBA Mentorship Program. Connecting to a mentor or mentee in your community with strengthen the legal profession and better enable you to meet the needs of your clients in the future. Below you will find the model mentorship plan. This document is designed to help you establish expectations and obligations for both the mentee and mentor. By completing this mentoring plan, the two of you will know what to expect from each other, and the program.
Goals This plan will serve as the governing document for your mentoring relationship. You should complete the plan, and make every effort to achieve the goals you identify. By working through your goals, the mentee will become more acquainted with the profession and the practice, and the mentor will have an opportunity to give back in a meaningful way.
Instructions 1. Carefully read through the Mentoring Plan, and identify which goals you’d like to
accomplish. 2. Take your plan to your first mentoring meeting. 3. Mentor and Mentee will work together to identify appropriate goals, and set a target date
for their completion. 4. Review your progress on each goal each quarter. 5. At the end of the mentoring relationship, mentor and mentee will review completed
goals, and reflect on how those goals have impacted the professional growth of the mentee.
102
MENTORING PLAN The Legal Community Find activities that will help the mentee connect to local attorneys, and make a good impression on judges, clients, and other lawyers. Activity or Experience Check if
Selected Date Completed
Mentor will introduce mentee to other lawyers in the community, lawyer’s staff, and local bar.
Mentor will invite mentee to local bar association meeting. Mentor will escort mentee to local courthouse for a tour, and introduce him or her to members of the judiciary, clerks of court, and court personnel.
Mentor will acquaint the mentee with the service opportunities available through the NC Bar Association, including Lawyers on the Line, and 4All.
Discuss any unwritten rules of conduct or civility that are customary to the profession.
Mentor will take mentee to the local jail if the mentee is likely to have clients there.
Mentor will acquaint the mentee with pro bono organizations if the mentee is likely to work with them.
103
MENTORING PLAN Personal and Professional Development Select activities to help the mentee understand the Rules of Professional Conduct and a lawyer’s obligations to clients, the court, and the community. Activity or Experience Check if
Selected Date Completed
Discuss the NC Rules of Professional Conduct. Discuss substance abuse and mental health issues facing many in the legal profession, and where to find help.
Discuss practical ways to manage law school debt. Discuss job search strategies. Discuss common malpractice traps. Discuss resources for dealing with ethics issues. Discuss the benefit of carrying malpractice insurance. Discuss strategies for handling a situation where a lawyer believes another lawyer has committed an ethics violation.
Discuss the grievance process. Discuss the importance of work-life balance. Discuss the CLE requirements for lawyers.
104
MENTORING PLAN
Law Office Management and the Practice of Law Select activities to help the mentee better manage his or her law practice. Activity or Experience Check if
Selected Date Completed
Discuss client confidentiality, and the importance of maintaining it in conversations, paper files, and digital files.
Discuss time keeping, time management, billing processes. Discuss best practices for billing clients, and keeping track of expenses.
Discuss screening and recognizing problem clients. Discuss the procedure for leaving a firm, how to protect oneself, substitution of counsel, advising clients, and withdrawing from a matter.
Discuss engagement and fee agreements, including best practices, and real world examples.
Mentor will show mentee how the mentor’s office manages and retains records.
Discuss where the mentee can find resources for law office management.
Discuss the roles and responsibilities of paralegals and other office staff.
Discuss the establishment of office procedures, and the creation of an office policies and procedures handbook.
Discuss ways to prevent the unauthorized practice of law among the mentee’s staff.
Mentor will demonstrate calendaring and tickling systems. Mentor will introduce the mentee to legal library and legal research systems the mentor is using, as well as options provided by the NCBA.
Discuss office politics, including appropriate networking, socializing, and personal behavior.
Discuss the importance of planning ahead for emergencies or disasters.
Discuss trust accounting systems, and the importance of trust accounting rules.
105
MENTORING PLAN Client Communications, Advocacy and Negotiation Select activities to help the mentee become more skilled at client communications, advocacy and negotiation. Activity or Experience Check if
Selected Date Completed
Discuss the importance of client communication, and how to maintain good, on-going communication, including the use of fee agreements, updating clients on matters, getting confirmation in writing, being on time, etc.
Discuss the roles of the client and the lawyer in decision-making, and the importance of open communication with your clients.
Discuss the relevant issues surrounding effective legal writing, such as techniques for the most effective legal writing, how to avoid common mistakes causing pleadings to be rejected, how to effectively use sample legal pleadings and forms, techniques to efficient legal research, etc.
Discuss the best ways to evaluate a potential case and how to decide whether to accept a proffered representation. Identify how to deal with the ‘difficult’ client and how to decline representation of the unrealistic or ‘impossible client.
Discuss how to identify or determine whom the client is when practicing in a corporate or government organization.
Engage in a training discussion about client interaction, including tips for gathering information about a legal matter and appraising the credibility and trust of a potential client.
Discuss methods of client development that have been successful for the mentor, and discuss other techniques for business development, including any relevant ethical concerns and the most professional practices in this regard.
Train, through discussion and client interaction, how to best screen for, recognize and avoid conflicts with the client.
Discuss proper legal counseling techniques, duties and the responsibilities of advising clients. Discuss fee setting for legal services and how to talk with clients about fees. Discuss retainer agreements.
Explain document retention, and a lawyer’s obligations.
106
MENTORING PLAN
Basic Litigation Skills Select activities to help the mentee develop basic litigation skills. Activity or Experience Check if
Selected Date Completed
Participate in or observe at least one client interview or client counseling session.
Discuss appropriate ways for dealing with others on behalf of a client.
Discuss tips for the preparation for and proper behavior during depositions.
Discuss the most important points about negotiation with another lawyer and potential issues associated with negotiations.
Observe an appellate court argument, and discuss the best ways to prepare for and deliver and oral argument.
Discuss how to select a billing structure. Discuss how to best handle a difficult client. Mentee will participate in at least one client interview. Discuss proper counseling techniques, and duties and responsibilities of advising clients.
Discuss relevant issues surrounding legal writing, such as techniques for the most effective legal writing, how to avoid common mistakes, how to effectively use sample pleadings, and legal research techniques.
Draft a plea negotiations or reviewing a plea agreement. Draft a will and revocable living trust. Draft initial probate documents. Draft documents to form a business entity including articles of incorporation and business agreements.
Draft settlement documents including a discussion of tax implications in any settlement award.
Participate in an administrative hearing. Draft, amend, and review a contract. Review the rules of ADR. Discuss mandatory mediation. Draft a complaint and a summons. Discuss rules and requirements for initial and rebuttal expert witnesses disclosures and supplements.
Draft a sample trial notebook.
107
MENTORING PLAN
Advocacy and Litigation Select activities to help the mentee become skilled in more advanced litigation skills necessary for a practitioner who will spend much of his or her time litigating. Activity or Experience Check if
Selected Date Completed
Attend an appellate argument in the NC Supreme Court. Attend a probate hearing on a motion, and discuss. Attend or participate in oral argument, and discuss. Attend or participate in a trial, including voir dire, and discuss. Discuss the frequent issues that arise in litigation concerning specific rules of Civil Procedure, and the local rules that apply in State and Federal Court.
Participate in a settlement conference. Discuss the mechanics of a trial, including where to stand, proper attire, when to stand, courtroom decorum, etc.
Draft discovery requests, including interrogatories, requests for admission, and requests for production of documents.
Prepare for and observe a deposition. Draft an order for summary judgment. Discuss the mechanics of arbitration. Attend, or participate in arbitration. Discuss the mechanics of trial, including witness preparation and conduct in court room, handling demonstrative exhibits and/or electronic court system, exhibits, etc.
Participate or attend pre-trial conference and participate in drafting pre-trial memorandum, if applicable.
Draft jury questionnaire. Draft jury instructions. Draft voir dire. Attend calendar call. Draft findings of fact and conclusions of law. Attend a trial resulting in a jury verdict. Draft a settlement conference brief.
108
MENTORING PLAN
Alternative Dispute Resolution Select activities to help the mentee develop his or her skills in the area of alternative dispute resolution. Activity or Experience Check if
Selected Date Completed
Discuss different types of arbitration. Review NC’s statutes on mediation. Review agencies and entities that can assist with mediation. Observe or participate in a simulated mediation. Observe or prepare for an actual arbitration, and review NC’s rules on ADR.
Discuss how to prepare a client for ADR. Discuss the importance of having an insurance carrier involved in the ADR process.
Negotiation Select activities to help the mentee become more familiar with negotiation skills and techniques. Activity or Experience Check if
Selected Date Completed
Discuss how to prepare for the negotiation of a legal matter (e.g., release of a personal injury claim, lease agreement, collective bargaining agreement, etc.).
Discuss when and how negotiation should be initiated. Discuss when and how to involve the client in negotiation. Discuss ethical and professional obligations of negotiators. Discuss skills needed to be an effective negotiator and how to acquire them.
Discuss statutes that may affect negotiated results or dictate procedures to be utilized in negotiations (e.g. OWBPA requirements for a valid release, NLRA statutory requirements to qualify for ‘good faith negotiations’).
109
MENTORING PLAN
Client Interviewing Select activities to help the mentee become familiar with client interviewing. Activity or Experience Check if
Selected Date Completed
Discuss and review interview techniques (asking the right questions).
Discuss and review counseling techniques (providing the hard advice).
Simulate and discuss the counseling of a client (mentor and new lawyer should alternate being client and lawyer).
Participate in interviewing a client. Participate in counseling a client. Discuss early settlement benefits and/or alternative dispute resolution in light of the cost of litigation.
Discuss the ethical considerations with client interviews (e.g. confidentiality, who can meet with a new client to execute fee agreements, etc.)
Discuss when it may be proper to turn down the representation of a client after initially meeting with them.
Discuss ethical considerations regarding client’s desires to delay litigation and/or push your representation beyond the Rules of Professional Conduct and dealing with such clients.
Additional Activities Describe any additional activities in which the mentor and mentee will participate as part of the mentoring experience. Activity or Experience Check if
Selected Date Completed
110
NORTH CAROLINA BAR
ASSOCIATION – LAWYER
REFERRAL SERVICE
APPLICATION
Pages: 111-112
Lawyer Referral Service Application
New Computer based LRS application form. New Members need to complete the online form below to begin their new membership request. This form is easy to find on the NCBA website. They then will automatically receive an email with a link to complete the online application process.
Then, they must fill out and return to us the attached Member Certification Form (that verifies insurance coverage). That form is on the next page.
111
North Carolina Bar Association Lawyer Referral Service Member Certification Form
Please return this completed form to [email protected] or by mail to: North Carolina Bar Association, Lawyer Referral Service, 8000 Weston Parkway, Cary, NC 27513. Your LRS membership will not become active until
the LRS staff receives this form along with requested verification of professional malpractice insurance coverage. Name:
Firm:
Address:
City/State/ZIP:
Telephone:
Email:
Year Admitted to Practice: State Bar #:
NCBA #:
Please read the following and sign the acknowledgment below: I offer my application for registration as a member of the North Carolina Bar Association Lawyer Referral Service. As an LRS attorney member, I certify that:
I am a North Carolina licensed attorney in private practice with an office in North Carolina.
I am a member of the North Carolina State Bar in good standing.
I am a member of the North Carolina Bar Association in good standing.
I maintain current malpractice insurance coverage.
I have never been suspended or disbarred.
I am competent to practice law within any practice area panel that I have selected. I understand that the LRS staff will collect customer satisfaction feedback from LRS-referred clients. I understand that the character, number, and/or frequency of service complaints by LRS-referred clients may result in my removal from the LRS. I understand that complaints about possible ethical violations by LRS members will be referred to the North Carolina State Bar. I have read and agree to the Lawyer Referral Service Guidelines and Policies (which can be found here: http://www.ncbar.org/members/lawyer-referral-service). Malpractice Insurance Certification and Indemnification Agreement I certify that I maintain professional liability insurance at $100,000/$300,000 minimum and I agree to keep a policy in force during the entire time that I am a member of the LRS. I will notify LRS of any changes to my malpractice insurance policy number, date of expiration or coverage. I agree to indemnify and save harmless the North Carolina Bar Association for and against any and all liability arising from my service as an LRS member and/or my representation of any LRS-referred clients. Name of Carrier:
Policy Effective Date:
Policy Number:
Coverage Amount:
Attorney Signature/Date Signed:
Please return this signed form along with proof of professional malpractice insurance coverage
(such as a copy of the cover page of your policy) via email to [email protected], or by mail to: North Carolina Bar Association, Lawyer Referral Service, 8000 Weston Parkway, Cary, NC 27513.
112
CENTENNIAL AWARD –
NOMINATION
FORM/CERTIFICATE EXAMPLE
Pages: 113-118
{00101806.DOC}
Information on the Centennial Award - “What it is and How to do it”
The Centennial Award provides an opportunity for local bars to partner with the NCBA to honor individual members of their bar annually for community service efforts. The service may be of any nature benefiting the city or county from which your local bar membership is drawn, including elected or appointed office, participation on community boards, and volunteer efforts with churches, schools, or other non-profit organizations. Knowing how much lawyers give back to their local communities, it is important to provide recognition where recognition is due and this award focuses attention on the good work that lawyers do every day. The Centennial Award is co-sponsored by the NCBA and was created in honor of the NCBA’s Centennial (1899-1999). The award was first presented in 1999, but it is designed to be an annual event for local bars. One of the goals of the NCBA Centennial was to inspire lawyers to the highest ideals of professionalism and service, as well as to celebrate the accomplishments of lawyers. Working with local bars annually to support and promote the Centennial Award will carry this goal forward for years to come.
Here’s what you need to do to participate in the Centennial Award program:
1. Contact Carole Oliver at the NCBA (see bottom of this page) for nomination information to distribute to members of your local bar.
2. Decide when to present the award. It is recommended that the award be given in conjunction with your local bar’s Law Day activities or at any time that is suitable for your local bar. 3. Have a meeting of your board of directors or executive committee to review the nominations and determine the honoree.
4. Contact the NCBA with the name of the honoree. We will order the appropriate plaque and send it to you for presentation at your local bar meeting, at no cost to your local bar. Also, we are glad to assist with press releases and other suggestions for publicizing the award recipient in your local media.
We stand ready to help your local bar with the Centennial Award. It is an easy and highly
effective project for your local bar to undertake. Questions? Contact Carole Oliver at 1-800-662-7407 or [email protected].
113
{00101806.DOC}
Nomination Form for the NCBA Centennial Award
Purpose of the Award: To enhance the image of the profession by recognizing the civic contributions of individual lawyers. This award is co-sponsored by the North Carolina Bar Association (NCBA) and is named in honor of the NCBA’s Centennial (1899-1999), in recognition of the 100 years of service that the NCBA has already provided to the community and in the spirit of continuing that tradition in the future. Selection Criteria: The Centennial Award annually honors an individual lawyer for outstanding effort in providing community service. The service may be of any nature that benefits the city and/or county or counties from which the bar membership is drawn. Examples of community service include, but are not limited to: elected and/or appointed service to local government; civic involvement on boards of community agencies; involvement in public service projects, such as Habitat for Humanity; volunteer involvement with schools, churches, or other nonprofit organizations. 1. Information about Nominee:
Name: Business name and address:
2. Please describe the nominee’s community service activities, including dates of service (attach additional sheets, if necessary):
3. Supporting Information (you are encouraged to attach supporting information and
up to three letters on behalf of your nomination): 4. Information about person making nomination:
Name: Business name and address: Telephone: Email:
Please return this form and supporting information to:
Carole Oliver PO Box 3688
Cary, NC 27519-3688 [email protected]
114
__
____
____
____
____
____
____
____
____
Pr
esid
ent,
Nor
th C
arol
ina
Bar A
ssoc
iatio
n
__
____
____
____
____
____
____
____
____
_ C
hair
, NC
BA L
ocal
Bar
Ser
vice
s Com
mitt
ee
2016
Cen
tenn
ial A
war
d pr
esen
ted
by th
e
Nor
th C
arol
ina
Bar
Ass
ocia
tion
in c
onju
nctio
n w
ith th
e
2nd J
udic
ial D
istr
ict B
ar A
ssoc
iatio
n in
reco
gniti
on o
f
John
Doe
for
Outs
tand
ing
and
Exem
plar
y Co
mm
unity
Ser
vice
115
101824
Recipient Bar Year
Mittie R. Smith High Point Bar Association Apr-16Ronald P. Johnson Greensboro Bar Association Jan-16Otis M. Oliver 17B Judicial District November, 2015Stephen G. Royster 17B Judicial District November, 2015J. Tyrone Browder 17B Judicial District November, 2015Judge Edward A. Pone 12th Judicial District and Cumberland Co. Bar November, 2015Judge J.B. Allen, Jr. 15A Judicial District Oct-15Clifford C. Marshall, Jr. 28th Judicial District May, 2015Judge George J. Franks 12th Judicial District and Cumberland Co. Bar May, 2015Wiley P. Wooten 15A Judicial District May, 2015Raymond A. Bretzmann High Point Bar Association May, 2015Marc L. Isaacson Greensboro Bar Association February, 2015John E. Gehring 17B Judicial District November, 2014Nicholas James Overby 17B Judicial District November, 2014Michael F. Royster 17B Judicial District November, 2014Brian Anthony Royster 17B Judicial District November, 2014District Court Judge Rebecca B. Knight 28th Judicial District May, 2014Chief District Court Judge A. Elizabeth Keever Cumberland/12th Judicial District April, 2014
Eloise M. Hassell Greensboro Bar Association November, 2013
Larry S. McDevitt 28th Judicial District June, 2013
William P. Mayo 2nd Judicial District May, 2013
Justice Edward T. Brady Cumberland/12th Judicial District April, 2013
Justice Patricia Timmons-Goodson Cumberland/12th Judicial District April, 2013
Judge John M. Tyson Cumberland/12th Judicial District April, 2013
Vance Barron, Jr. Greensboro Bar Association February, 2013
Superior Court Judge Gregory A. Weeks Cumberland/12th Judicial District June, 2012
John W. Mason 28th Judicial District June, 2012
Superior Court Judge David Lee Union County Bar Association May, 2012
District Court Judge John W. Dickson Cumberland/12th Judicial District June, 2012
Renny W. Deese Cumberland/12th Judicial District June, 2012
Dale Deese Robeson/16B Judicial District May, 2012
Robert E. Price Robeson/16B Judicial District May, 2012
Robert C. Cone Greensboro Bar Association January, 2012
Sheila M. Lambert 28th Judicial District June, 2011
Richard M. Wiggins Cumberland/12th Judicial District April, 2011
Harriett T. Smalls Greensboro Bar Association January, 2011
Superior Court Judge Dennis Winner 28th Judicial District June 16, 2010
E. Lynn Johnson Cumberland/12th Judicial District June, 2010
Jack A. Thompson Cumberland/12th Judicial District June, 2010
Edward W. Grannis, Jr. Cumberland/12th Judicial District June, 2010
Kenneth W. McAllister High Point Bar Association April, 2010
Joy Ammons Ciriano Alamance County Bar Association January, 2010
Centennial Award Recipients
116
101824
Recipient Bar YearCentennial Award Recipients
Alan W. Duncan Greensboro Bar Association February, 2009
Henry H. Isaacson Greensboro Bar Association February, 2009
Robert J. Deutsch 28th Judicial District June, 2009
Fred S. Battaglia, Jr. Durham County Bar Association May, 2009
Charles T. Hagan III Greensboro Bar Association February 19, 2009
John S. Stevens 28th Judicial District June 11, 2008
Edward C. Winslow, III Greensboro Bar Association March 20, 2008
Derek B. Steed 15A Judicial District June 28, 2007
Grady Joseph Wheeler 15A Judicial District June 28, 2007
Jeffrey A. Andrews 15A Judicial District June 28, 2007
George Ward Hendon 28th Judicial District June 13, 2007
Brandy Cook Cabarrus County Bar Association May 4, 2007
Richard A. Wood 28th Judicial District June 14, 2006
Reid Phillips Greensboro Bar Association January 20, 2005
David Gantt 28th Judicial District June 15, 2005
Sammie Chess, Jr. High Point Bar Association September 1, 2005
Rep. Joe Hackney 15B Judicial District December 9, 2005
David Hillier 28th Judicial District June, 2004
William Owen Cooke, Jr. Greensboro Bar Association June, 2003
Roy Davis 28th Judicial District June, 2003
Kerry A. Friedman 28th Judicial District June, 2001
Leslie O. Wickham, Jr. Durham County Bar Association June, 2001
A. Frank Johns Greensboro Bar Association January, 2001
Patrice A. Hinnant Greensboro Bar Association January, 2001
Edward N. Rodman Beaufort County Bar Association December 6, 2000
Walter F. Brinkley 22nd Judicial District December, 2000
W. Louis Bissette, Jr. 28th Judicial District June 28, 2000
A. Doyle Early, Jr. High Point Bar Association September, 2000
Carole W. Bruce Greensboro Bar Association November 18, 1999
Robert O. Klepfer, Jr. Greensboro Bar Association November 18, 1999
William P. Mayo, Sr. Beaufort County Bar Association November, 1999
James F. Morgan High Point Bar Association September, 1999
James B. Maxwell Durham County/14th Judicial District June, 1999
Denise S. Hartsfield Forsyth County Bar Association June, 1999
J. Edgar Moore Nash-Edgecombe County Bar Association June, 1999
William Allen Cobb, Sr. (deceased) 5th Judicial District June, 1999
117
Recipient Bar YearRichard Randleman 23rd Judicial District June 24, 1985Henry C. Doby 20rh Judicial District June 24, 1985Charles Younce Greensboro Bar Association June 24, 1985William P. Harris High Point Bar Association June 24, 1985Aaron Neal Clinard High Point Bar Association June 23, 1985Wanda Bracks Daughtry Greensboro Bar Association June 23, 1985Richard L. Wharton Greensboro Bar Association June 23, 1985T. Diane Phillips Robeson County Bar Association June 23, 1985
Centennial Award Recipients
118
LAW-RELATED EDUCATION
INFORMATION AND PROGRAMS
Page: 119
The Law-Related Education Advisory Committee Changing Focus for Changing Times
Our Three Essential Programs For Students: Lawyers 4 Literacy (year round) reaches hundreds of students each year
Middle School Mock Trial (Fall Semester) reaches almost 1,000 students each year
For Teachers: Justice Teaching Institute (Summer) Our Present Partnerships: For Students: Camp Confidence with Cary Police School Resource Officers For Teachers: Teachers Law School with American Board of Trial Advocates (ABOTA) Possible Future Partnership: For Students and Teachers: Summer Law Camp with Carolina Center for Civic
Education & NC Advocates for Justice Renewed Emphasis: LRE has a volunteer data base or Speaker Bureau, if you will, for those that would like to speak in classrooms, community centers or organizations that hold learning forums. We are asking for a call to action for increased sign-ups for these opportunities so that the legal presence will be increased in all the counties in North Carolina. More information will be coming on this through NCBA social media and e-bar. Visit our website to view inspiring videos, learn more, and to sign up: http://www.ncbar.org/public-resources/law-education LRE Advisory Committee Co-Chairs 2015-2017 (2 year terms) Lucy Austin – [email protected] Doug McClanahan – [email protected] LRE Department Contact: Diane Wright – LRE Director – 919-657-1588 – [email protected]
Looking for a FUN and REWARDING way to give back LRE is the place. From classroom presentations, scoring or coaching for mock trial,
reading to struggling elementary students or helping teachers understand the rule of law in new ways, LRE has a variety of ways you
can have a true impact across the state.
119
LUNCH WITH A LAWYER –
ARTICLES AND EXAMPLES
Pages: 120-129
120
121
LUNCH WITH A LAWYER MARKS ITS 17TH
YEAR WITH
JUDGE HOWARD MANNING
Judge Howard E. Manning, Jr., spoke of his summers when he was a teenager
to about 200 students participating the Raleigh Youth Employment program on
August 12, 2011, at 9:00 o’clock a.m. at Method Pioneer Building, 514 Method Road,
Raleigh. The Wake County Bar Association’s longest running public service program,
Lunch with a Lawyer, celebrated its finale with the judge with more than two hundred
students who complete their employment with the city of Raleigh this summer. Judge
Manning has drawn national attention on his recent decision to strike down budgetary
limits put on at-risk children by the legislature. In the history making decision, Judge
said, “This case is about the individual right of every child to have the equal
opportunity to obtain a sound basic education.” He said, “The constitutional right
belongs to the child, not to the adults.” The decision upset many. Also it delighted
many who put their faith in education of children.
Judge Manning recalled his experience at farms during the summer –summer
work without pay that his father recommended him to do. He told the youths that they
were lucky to get a paying job. He told the kids to grab a book instead of cell phones
and TVs. Learn the multiplication table. Don’t rely on calculators which can
sometimes fool you. Once you are addicted to using it you will never be able to add
and multiply without it. Your head becomes useless. If you can read a page you are
122
well set to take those tests to get ahead. He told them to be aware of their
constitutional rights and guard them. If cops come to you without a warrant and
search your house you better know that you have constitutional rights to be free from
unreasonable search and seizure. So children have right to a solid basic education
wherever they are. If you ever become a principal do not wear high heels that may
break your legs. If you are a good principal you need to walk a lot. Walking shoes
will do the job for a busy principal. Respect any jobs—poll climber, electrician,
plumbers…. “Jobs are sacred,” he said. Go to community colleges. Learn skills that
pay. Do not come to his courtrooms to plead guilty. Grab any book and read. You can
avoid coming to criminal court to plead guilty by reading a book. Judge Manning was
humorous for the most of his talk lasting about thirty minutes. Children aged from 14
to 19 laughed a lot during the lively talk.
The Lunch with a Lawyer is in its seventeenth year. It started in the summer of
1995. Paul Suhr, who chaired Raleigh Human Resources and Human Relations
Commission, introduced the program to Wake County Bar Association. He saw too
many youths milling in and out of the criminal court system. He thought that they all
lacked a role model. We are all influenced at one time in our lives by casual
encounter with a person–be it a family member, teacher, counselor, friend or stranger.
At an informal setting at a lunch judges and lawyers want to serve as a role model for
the youths. The bar recruits each year one hundred and twenty lawyers including
prosecutors and judges and match them with the young employees of the Raleigh
123
Summer Youth Employment program. The city’s employment program is an
extension of CETA– its continuing goal being providing city’s assigned-at-risk
youths with an opportunity for employment. The Lunch with a Lawyer is an informal
mentorship program. It aims to create a role model for assigned-at-risk youths signed
up for the summer. At least it has provided an opportunity for the youths to meet
with a professional. It now has two thousand alumni which includes at least one
Assistant District Attorney of Wake County and many other professionals. Its past
speakers on the occasion include Chief Justices Burley Mitchell and Henry Frye,
Chief Judge Sid Eagles, former Senator John Edwards, Associate Justices Mark
Martin and Patricia Timmons Goodson, Judges Robert Hunter, Wanda Bryant, Cheri
Beasley and Paul Ridgeway, Wake County District Attorney Colon Willoughby, and
Congressman G. K. Butterfield.
Another star speaker from Raleigh in the past included Chief Justice Burley
Mitchell who authored the Leandro v. State decision which held among other things:
right to education provided in state constitution is qualitative and encompasses right to
sound basic education preparing students to participate and compete in society; and
equal educational opportunities clause of state constitution does not require
substantially equal funding or educational advantages in all school districts.
Judge Manning has been the trial judge in the case. More than ten years ago at
another Lunch with a Lawyer event Chief Justice Mitchell impressed the youths with
his arm full of tattoos and his story of life time relationship with a fellow marine
124
whom he met during the Vietnamese war and who happens to be black. He confessed
to the youths that he killed lots of time in his youth at the corner of Martin Street
hanging out with his buddies doing absolutely nothing. Finally he decided to join the
Marine and shape up. He was the District Attorney of Wake County before he joined
the North Carolina Supreme Court. Chief Justice Mitchell wrote the original Leandro
decision.
Like the author of Leandro decision Judge Manning is also a native of Raleigh.
His grandmother used to call him Howdy. Still some people call him Howdy. Judge
Manning got his law degree from University of North Carolina at Chapel Hill in 1968.
He served in the U. S. Navy. He was appointed to the bench by the Republican
Governor Martin. He presided in cases spread over 54 counties in the State. He likes
to talk to students. He talked to students about how not to get into trouble and what a
fun and privilege it is to be in school.
At noon 118 students shared lunch with some of the lawyers at the finale at the
stadium. Shown in the photos.
125
Lunch with a Lawyer
126
127
128
129
BARCARES – FAQ SHEET,
SERVICES SUMMARY, FORMS
Pages: 130-138
BarCARES can make a difference for Judicial District & Local Bar Members!
BarCARES is a confidential short-term counseling, coaching and crisis intervention program created as a cost-free way of helping attorneys locate assistance to deal with the problems that might be causing stress. BarCARES is provided cost-free to members of bar groups that establish a BarCARES program. A number of judicial district and local bars, law schools and other bar related groups across the state have already chosen to offer this program.
BarCARES of North Carolina, Inc, (BCNC) is a nonprofit corporation that works to expand the program to attorneys throughout North Carolina, and it monitors the overall BarCARES program operation. BarCARES, endorsed by the North Carolina Bar Association, is made possible by funding from bar groups that establish a BarCARES program, BCNC, the North Carolina Bar Association and its Foundation, and Lawyers Insurance Agency.
BarCARES can be used for problems such as:
Personal Issues• crisis intervention• depression and anxiety• substance abuse
(drug or alcohol)• financial concerns• career counseling
Family Issues• marriage or relationship issues• children or adolescents• parenting• family conflict
Work Functions• professional stressors• course related stress• conflict resolution
BarCARES provides members of established programs in judicial districts, bar associations, law schools and organizations up to three free visits each year. In some programs the visits may be available to family members. Contact the BarCARES Program Coordinator for information about which BarCARES services are available to you.
BarCARES Initiative extends a statewide program offer to any member of the NCBA who lives in an area where BarCARES is not yet available. This is a one-time benefit of three sessions under the program. You may contact the BarCARES Coordinator for information about which BarCARES services are available to you.
BarCARES sessions can be used to provide assistance in resolving problems or accessing the appropriate source of help. Sometimes three sessions will be enough to take care of a problem. If it looks like the problem may require a longer term solution, the initial visits may be used to help identify the problem, to develop goals and a plan, and to access an appropriate resource, often covered under your health insurance plan. Every effort will be made for you to see a counselor who is also an approved provider under your group insurance in the event you wish to continue after the program visits are used.
BarCARES is a confidential program, no one will know if you access the program but you and anyone you choose to tell. The counselors who are part of the program are licensed professionals, bound by the confidentiality requirements of their professions. Participating bars provide the funds to pay for the program and receive statistical utilization reports, but have no access to names or other identifying information of any program users.
BarCARES program benefits are accessed by contacting the BarCARES Program Coordinator at HRC Behavioral Health & Psychiatry, PA, at 1.800.640.0735. You may also contact the BarCARES Program Coordinator just to ask questions about the program and the services it provides.
BarCARES®
Program Coordinator | 1.800.640.0735 or www.BarCARES.org
confidential counseling for the legal community and their families 1-800-640-0735 | barcares.ncbar.org
130
BarCARES Frequently Asked Questions
Q. Who do I call with questions, to access my free BarCARES counseling sessions or with urgent concerns?
A. Urgent calls will be received by a BarCARES service representative at HRC Behavioral Health & Psychiatry, PA, 24 hours a day, 7 days a week. (800) 640-0735.
You can call with questions about BarCARES or access your three free annual BarCARES counseling sessions by calling the confidential BarCARES assistance line (800) 640-0735 during business hours to speak to the BarCARES Program Coordinator or leave a confidential voice mail.
Following the call, the BarCARES service representative will work to arrange an initial session between you and a BarCARES counseling provider in your local area, unless you prefer a provider outside your local area. Subsequent BarCARES counseling sessions are arranged directly between you and your BarCARES counseling provider, and can be used to resolve problems or determine how to access other sources of help.
Q. Who pays for my BarCARES counseling sessions? A. Three annual BarCARES counseling sessions are provided at no cost to you by funding provided by your participating bar group membership or law school. The North Carolina Bar Association and Lawyers Insurance Agency fund administrative fees for the program. None of these groups have access to names or other identifying information of any program user.
If your judicial district bar or local voluntary bar has not yet begun participating in the BarCARES program, as of July 2013 the North Carolina Bar Association BarCARES Initiative program offers a one-time, three session assessment/referral to any NCBA member who resides in a non-covered BarCARES area and has never utlilized BarCARES services previously. The North Carolina Bar Association BarCARES Initiative is jointly funded with an annual grant from North Carolina Bar Association and Lawyers Insurance Agency.
Q. May my family use my BarCARES counseling sessions?
A. Some bar groups have chosen a plan that allows immediate family members to use one or all of their three cost-free annual BarCARES counseling sessions. The BarCARES service representative will let you know if your specific bar group allows family members to participate. Please note that the North Carolina Bar Association BarCARES Initiative is for attorneys only and does not cover family members.
Q. How is BarCARES different from the North Carolina State Bar Lawyer Assistance Program?
A. All BarCARES contact is made through HRC Behavioral Health & Psychiatry, PA, the organization administering the BarCARES program. The three annual BarCARES counseling sessions are free.
To find out about the State Bar LAP program visit www.nclap.org.
BarCARES®
Program Coordinator | 1.800.640.0735 or www.BarCARES.org
confidential counseling for the legal community and their families 1-800-640-0735 | barcares.ncbar.org
131
1
HRC Behavioral Health & Psychiatry, PA Specialists in Evaluation, Treatment, and Consultation Since 1965
BarCARES of North Carolina
A Personal Assistance Program for Attorneys
UTILIZATION REPORT December 30, 2015
Report Period January 1, 2015 – December 30, 2015
INTRODUCTION BarCARES of North Carolina, Inc. officially began on January 1, 2000. The program's goals are to provide problem clarification, crisis management, and brief counseling. A separate goal has been to help attorneys access problem-solving resources for themselves, their families, and their co-workers through a positively viewed gateway. Since the program began in January of 2000, services have been provided to 1,842 different individuals. The 29 participating legal groups, schools and associations are: Craven County, Orange County, McDowell County, Union County and Judicial District Bars 1, 2, 3a,3b1, 4, 5, 8, 10, 11a, 11b, 12, 14, 15A, 18, 19A2, 21 and 28. Also included are the District Court Judges and the Eastern Bankruptcy Institute. Law Schools in the program include: Campbell, Charlotte, Elon, NCCU, UNC and Wake Forest. The NCBA Paralegal Division participates in BarCARES Plus. The NCBA BarCARES Statewide Initiative program has been in place for three years for individuals who are members of the NCBA, and live in areas not served by a participating BarCARES Judicial District bar association or local voluntary bar association, and who have never before used BarCARES. The NCBA BarCARES Statewide Initiative program benefit increased to three sessions as of July 1, 2013. For the fiscal year (July 1- June 30) 2013-14 seventeen attorneys accessed the Statewide Initiative for 45 sessions and during 2014-15 six attorneys used the Statewide initiative for 15 sessions. Since the beginning of the 2015- 2016 fiscal year on July 1, 2015 twelve attorneys have accessed the Statewide Initiative for 30 sessions. (Figure 5 Demographic Breakdown of NCBA BarCARES Statewide Initiative program users) PROGRAM USE THIS YEAR TO DATE During the 2015 calendar year, 284 NCBA members or eligible family members have accessed the program; 260 attorneys in the BarCARES program, six in the Paralegal Division, and eighteen3 in the NCBA Initiative program. One hundred sixty attorneys were repeat users from prior years. (In the corresponding period of 2014 there were 273 program users of whom 154 were repeat users.) Those who have used the program in the past continue to return when they need it again. The 284 program users accessed the program for a total of 685 sessions for a mean number of 2.39 sessions each. Utilizing July 2015 NCBA active membership for enrolled associations, this yields an annualized referral rate of 1.64%. (In the corresponding period of 2014, 273 program users accessed
1 3B Judicial District Bar opt-in December 2015 (will absorb Craven Co Bar in 2016) 2 19A Judicial District Bar opt-in September 2015 3 State Bar Initiative program FY 2015Jan-June(6)+ July-Dec(12)
132
2
the program for a total of 624 sessions for a mean number of 2.28 sessions each yielding an annualized referral rate of 1.60.) Demographic information about program users is reported in the statistical section. (Figures 2 and 3) The predominant users of this program continued to be the attorney members. January1 – December 30, 2015 annualized utilization rate by local Bar Association is broken down below:
Craven County Bar Association .53% program users: 1 Orange County Bar Association 12.50% program users: 9 McDowell County Bar Association 0.00% program users 0 Union County Bar Association .50% program users 1 1st Judicial District Bar (Dare) 0.00% program users: 0 2nd Judicial District 0.00% program users: 0 3a Judicial District (Pitt) 0.00% program users: 0 3b Judicial District 0.00% program users: 0 4th Judicial District .43% program users 1 5th Judicial District (New Hanover/Pender) 0.13% program users: 1 8th Judicial District 0.00% program users: 0
10th Judicial District (Wake) 2.49% program users: 134 11A Judicial District (Harnett, Lee) 1.15% program users: 2 11B Judicial District (Johnston) 0.00% program users: 0 12th Judicial District (Cumberland) 0.51% program users: 2 14th Judicial District (Durham) 1.71% program users: 22 15A Judicial District (Alamance County) 1.97% program users: 4 18th Judicial District (G-HP) 2.89% program users: 38 19A Judicial District (Cabarrus) 0.00% program users: 0 21st Judicial District (Forsyth) 0.41% program users: 5 28th Judicial District (Buncombe) .66% program users: 5 Campbell University Law School 3.59% program users: 17 Charlotte School of Law .44% program users: 5 Elon University School of Law 0.71% program users: 2 NCCU Law School 0.16% program users: 1 UNC School of Law 1.08% program users: 8 Wake Forest University School of Law 0.79% program users: 4 District Court Judges 0.50% program users: 2 Eastern Bankruptcy Institute 0.00% program users: 0 BarCARESPLUS Paralegal Division4 .39% program users: 6
NCBA BarCARES 2015-16 Statewide Initiative5 .14% program users: 12 The number of eligible participants covered by the program has grown from just less than 3000 in the first program year in 2000 to over 18,000 in 20156. The program’s utilization rate is at 1.64% through for the fiscal year 2015. (During the corresponding quarters of 2014 annualized utilization was 1.67%) In areas where the program is well-developed and has existed for a number of years the higher local utilization rate is offset by lower utilization rate of some newer and smaller bars.
4January 2014 BarCARESPlus Member number (1,516) 5July 2015 NCSB active attorneys in JD not opted in BarCARES number (8,444), FY 2015-16 July-June 6July 2015: NCBC opted in JD and BA (13,503)+Law Students(3,002)+Paralegal Div. (1,516). Also eligible, not included in total, NCBC Statewide Initiative (8,444).
133
3
From July 1, 2015 through December 30, 2015, the NCBA BarCARES Statewide Initiative has provided services to attorneys in seven Judicial District Bars (7th,15B, 19B,19C, 25th, 26th and 29th) not “opted-in” to the BarCARES program. During the previous full fiscal year completed June 30, 2015 the Statewide Initiative served attorneys in four Judicial District Bar not “opted-in” to the BarCARES program The distribution of referral problems has remained consistent from year to year. FIGURES SECTION: Figure 1: Number of Referrals to the Counseling Program by Fiscal Year Fiscal Year Number of Referrals Repeat Users 2000 73 0 2001 74 18 2002 84 18 2003 76 21 2004 106 27 2005 135 42 2006 117 41 2007 130 27 2008 170 45 2009 203 70 2010 241 92 2011 284 83 2012 310 132 2013 310 155 2014 286 156 2015 284 160 Figure 2: Breakdown of Referrals by Demographics A. Breakdown by gender: Males 48% of users Females 52% of users B. Breakdown by member relationship: Attorney User 92.3% Spouse User 3.5%7 Child User 3.8%8
7 This does not reflect the fact that spouses may have been present with the primary user 8 This does not reflect the fact that a child or children may have been present with the primary user
134
4
Figure 3: Problems of Service Users (N = 266) Problem Type # Reporting Problem Total # Reported % of Total Users as Primary with Problem Personal Difficulties 190 221 83.0% Depression/anxiety/stress Psycho-physiological distress Chemical Dependency 13 22 8.2% Alcohol or drug dependence Relationship Difficulties 19 43 16.2% Marital Problems Relationship Issues Family Problems 10 20 7.5% Parenting Issues Caregiver issues Other child-related issues Childhood Problems Work-related difficulties 10 32 12.0% Performance Workplace conflicts Work Stress Other Practice Issues
Career Issues 22 31 11.7% Job dissatisfaction Financial/Legal Issues 2 3 1.1% TOTALS 266 366 139.7%9 Figure 4: Type of Services Provided Number seen within the program …………………………….…. .260 Paralegal users seen within the program …………………………... 6 NCBC Initiative program (Jan 1 – December 15, 2015 users)……18 BarCARES provide contact to LAP ………………………....... 11 LAP refers client to BarCARES ……………………………………… 9
9 This number reflects the fact that users may report more than one problem
135
5
Figure 5: Demographic Breakdown of NCBA Statewide Initiative Program July1, 2015 – December 30, 2015
A. Three session NCBA Initiative Program July 1 through December 30, 2015 Judicial District # program users # sessions provided 7th JD 2 4
15B JD 2 6 19B JD 1 3 19C JD 1 1 25th JD 1 3 26th JD 4 12 29th JD 1 1 Total seven JD 12 30 C NCBA Initiative Program breakdown by gender: Males 54.5% of users
Female 45.4% of users
D. Problems of NCBC Initiative Program Service Users (N = 12 July 1, 2015 to December 30, 2015) Problem Type # Reporting Problem Total # Reported % of Total Users as Primary with Problem
Personal Difficulties 7 8 66.6%
Depression/anxiety/stress Psycho-physiological distress Chemical Dependency 1 1 8.3% Alcohol or drug dependence Relationship Difficulties 2 2 16.6% Marital Problems Relationship Issues Family Problems 1 2 16.6% Parenting Issues Caregiver issues Work-related difficulties 0 1 8.3% Performance/Work stress Career Issues Job dissatisfaction 0 0 0.0% Financial Issues 1 1 8.3%
TOTALS 12 14 124.7%10 10This number reflects the fact that users may report more than one problem
136
Ba
rCA
RES
Sta
tew
ide I
mp
lem
en
tati
on
CO
UN
TIES
WIT
H B
arC
AR
ES P
RO
GR
AM
S
PAR
TIC
IPA
TIN
G L
AW
SC
HO
OL
CO
UN
TIES
TA
RG
ETED
FO
R F
UTU
RE
PR
OG
RA
MS
1
30
28 29B
29A
27B
27A
24
25
23
22A
21
22B
17A
18
15A
14
10
11B
11A
7
9
9A
6
15B
19B
19D
19C
20A
16A 1
6B
13
548
3A
2
3B
12
20B
19A
26
PO
LKLE
NO
IR
CH
ER
OK
EE
CLA
Y
GR
AH
AM
SW
AIN
MAC
ON
JAC
KS
ON
HAY
WO
OD TR
AN
S-
YLV
AN
IA
HE
ND
ER
SO
N
BU
NC
OM
BE
MA
DIS
ON
YAN
CE
Y
MIT
CH
ELL
AVE
RY
WAT
AU
GA
CA
LDW
ELL
BU
RK
E
McD
OW
ELL
RU
TH
ER
FOR
D
CLE
VE
LAN
DG
AS
TON
ME
CK
LEN
-B
UR
G
CA
BA
RR
US
UN
ION
STA
NLY
MO
NT-
GO
ME
RY
MO
OR
E
RA
ND
OLP
H
DAV
IED
AVID
SO
N
RO
WA
N
GU
ILFO
RD
RO
CK
ING
HA
MC
AS
WE
LLP
ER
SO
N
ALA
-M
AN
CE
OR
AN
GE
DU
RH
AM
WA
KE
JOH
NS
TO
N
WIL
SO
N
NA
SH
ED
GE
CO
MB
E
NO
RTH
AM
PTO
N
HE
RTFO
RD
BE
RTIE
CH
OW
AN
WA
SH
ING
TO
NT
YR
RE
LL
HY
DE
BE
AU
FOR
T
DA
RE
PAM
LIC
O
CA
RT
ER
ET
CR
AV
EN
PIT
T
GR
EE
NE
JON
ES
ON
SLO
W
PE
ND
ER
DU
PLI
N
WAY
NE
SA
MP
SO
N
BLA
DE
N
CO
LUM
BU
S
BR
UN
SW
ICK
NE
WH
AN
OV
ER
MA
RT
IN
PE
RQ
UIM
AN
S
GAT
ES
PA
SQ
UO
TAN
KC
AM
DE
N
CU
RR
ITU
CK
HA
LIFA
XW
AR
RE
NVA
NC
EG
RA
N-
VIL
LE
FRA
NK
LIN
CH
ATH
AM LE
E
HA
RN
ET
T
SC
OTLA
ND
HO
KE R
OB
ES
ON
CU
MB
ER
LAN
D
RIC
HM
ON
D
AN
SO
N
LIN
CO
LN
CAT
AW
BA
ALE
X-
AN
DE
R
IRE
DE
LL
WIL
KE
S
ALL
EG
HA
NY
SU
RR
Y
YAD
KIN
FOR
SY
TH
STO
KE
SA
SH
E17B
137
BarCARES Program Groups
BarCARES counseling services are available to members of the following bar groups:
Judicial District & Local Bar Programs:
• 1st Judicial District Bar (Camden, Chowan, Currituck, Dare, Gates, Pasquotank & Perquimans Counties)
• 2nd Judicial District Bar (Beaufort, Hyde, Martin Tyrrell & Washington Counties) • 3A Judicial District Bar & Pitt County Bar • 3B Judicial District Bar (Carteret, Craven & Pamlico Counties)• 4th Judicial District (Duplin, Jones, Onslow & Sampson Counties)• 5th Judicial District Bar & New Hanover & Pender County Bars • 8th Judicial District Bar (Greene, Lenoir & Wayne Counties) • 10th Judicial District Bar & Wake County Bar • 11A Judicial District Bar (Harnett & Lee Counties) • 11B Judicial District Bar (Johnston County) • 12th Judicial District Bar & Cumberland County Bar • 14th Judicial District Bar & Durham County Bar • 15A Judicial District Bar & Alamance County Bar • 18th Judicial District Bar & Greensboro Bar (Guilford County) • 19A Judicial District Bar (Cabarrus County)• 21st Judicial District Bar (Forsyth County) • 28th Judicial District Bar (Buncombe County) • Orange County Bar • McDowell County Bar • Union County Bar
Law School Programs:
• Campbell University • Charlotte School of Law • Elon University • North Carolina Central University • Wake Forest University • University of North Carolina
Other Law Related Group Programs:
• North Carolina Bar Association Initiative (A one-time referral includes three sessions for NCBA members in a non-covered BarCARES area who have never used BarCARES)
• North Carolina Bar Association’s Paralegal Division (BarCARES Plus Program)
• North Carolina Association of District Court Judges
• Eastern North Carolina Bankruptcy Institute – May Program Registrants
BarCARES®
Program Coordinator | 1.800.640.0735 or www.BarCARES.org
confidential counseling for the legal community and their families 1-800-640-0735 | barcares.ncbar.org
138
NORTH CAROLINA
SPECIALTY BARS
Page: 139-142
Nam
e of
Ass
ocia
tion
Con
tact
Per
son
Emai
l Add
ress
Phon
eN
umbe
rN
orth
Car
olin
a As
soci
atio
nof
Wom
en A
ttorn
eys,
N
CAW
A
Mal
lory
Lid
aka,
Pre
side
ntFe
licia
You
ng, E
xec.
Dire
ctor
mal
lory
lidak
a@le
wis
-ro
berts
.com
(li-d
ay-ju
h)in
fo@
ncaw
a.or
g
919.
981.
0191
919-
957-
0707
Wak
e C
hapt
erW
ake
Wom
en A
ttor
neys
Cath
y Jo
rdan
cath
erin
efjo
rdan
@gm
ail.c
om91
9.71
6.65
00
Pied
mon
t Cha
pter
Pied
mon
t Tria
d W
omen
At
torn
eys
(PTW
A)R
ache
l Blu
nkra
chel
.blu
nk@
wnh
plaw
.com
336.
333.
6400
Mec
klen
burg
Cha
pter
Cha
rlotte
Wom
en's
Bar
(CW
B)N
ina
Shor
nina
@sh
orla
w.c
om70
4.60
4.42
92
Dur
ham
/Ora
nge
Cha
pter
Dur
ham
/Ora
nge
Wom
en's
Bar
(D
OW
A)Sh
erri
Zann
Ros
enth
alSh
erriZ
ann.
Rose
ntha
l@Du
rham
nc.g
ov91
9.56
0.41
58
East
ern
NC
Cha
pter
East
ern
Nor
th C
arol
ina
(EN
C)
Lisa
Fitz
patri
ckfit
zpat
rickl
awgr
eenv
ille@
gmai
l.c25
2.56
5.85
62
Wes
tern
NC
Cha
pter
Wes
tern
Nor
th C
arol
ina
Wom
en's
Atto
rney
sM
indy
Fis
her
mfis
her@
dung
anla
w.c
om82
8.25
4.47
78
Faye
ttevi
lle C
hapt
erFa
yette
ville
Wom
en A
ttorn
eys
(FW
A)C
aitli
n Yo
ung
Youn
g.Bo
oseL
aw@
gmai
l.com
910.
486.
9292
John
ston
Cha
pter
John
ston
Wom
en A
ttorn
eys
(JW
A)D
ione
For
tner
dfor
tner
@w
rfla
w.c
om91
9.93
4.40
00C
oast
al C
hapt
erC
oast
al W
omen
Atty
s (C
WA)
Lind
a D
olan
linda
.dol
an@
ge.c
om91
0.81
9.47
68
Nor
th C
arol
ina
Asso
ciat
ion
of
Bla
ck L
awye
rsSt
atew
ide
Org
aniz
atio
n (n
o ch
apte
rs)
Crai
gie
Sand
ers,
Pre
siden
tKa
ye W
ebb,
Exe
cutiv
e Di
rect
orcr
aigi
e.sa
nder
s@kl
gate
s.co
mKW
EBB@
bells
outh
.net
919.
466.
1259
Cap
ital C
ity L
awye
rs A
ssoc
iatio
nBr
ian
O. B
ever
lybr
iano
beve
rly@
gmai
l.com
919.
782.
6860
John
S. L
eary
Ass
ocia
tion
Gilli
an S
. Cro
wl
Kenn
eth
D. S
now
gillia
nscr
owl@
gmai
l.com
kenn
snow
@sn
owle
gal.c
om64
6.52
2.97
2770
4.35
8.00
26
Win
ston
-Sal
em B
ar A
ssn
(loca
l org
aniz
atio
n)D
ionn
e Je
nkin
s, P
res.
dtje
nkin
s@w
sfcs
.k12
.nc.
us33
6.72
7.25
09
Spec
ialty
Bar
s C
onta
ct L
ist
139
Nor
th C
arol
ina
Gay
and
Les
bian
At
torn
eys,
NC
GAL
AAn
gela
Haa
s, P
resid
ent
ahaa
s@ca
rolin
afam
ilyla
w.c
om91
9-78
3-96
69
Reg
ion
6 of
the
His
pani
c N
atio
nal B
ar A
ssoc
iatio
nHa
da H
aulse
e, D
eput
y Pr
es.
Letic
ia M
oral
es, P
res.
hhau
lsee
@w
csr.c
omlm
padi
llam
oral
es@
gmai
l.com
336-
721-
3655
919-
357-
5573
Mec
klen
burg
Cha
pter
Geo
rgia
Hac
kus
Lew
isJu
dge
Al D
iaz
140
Nam
e of
As
soci
atio
nC
onta
ct P
erso
nEm
ail A
ddre
ssM
eetin
g In
fo.
Phon
eN
umbe
rN
orth
Car
olin
a Co
nfer
ence
of
Dist
rict A
ttor
neys
Peg
Dor
er, D
irect
orAn
drew
Mur
ray
peg.
dore
r@nc
cour
ts.o
rgan
drew
.mur
ray@
mec
klen
burg
coun
tync
.gov
Annu
al M
tg in
Wilm
ingt
on;
Oct
21-
2391
9-62
1-59
88 C
ell
704.
686.
0700
Nor
th C
arol
ina
Asso
ciat
ion
of P
ublic
Def
ende
rs
Thom
as K
. Mah
er,
Pres
iden
tAl
yson
Grin
e, D
efen
der
Educ
ator
, UN
C S
choo
l of
Gov
ernm
ent
thom
as.k
.mah
er@
ncco
urts
.org
agrin
e@so
g.un
c.ed
u91
9.35
4.72
0891
9-96
6-42
48
Nor
th C
arol
ina
Asso
ciat
ion
of D
efen
se A
ttor
neys
, N
CADA
Dav
id H
ood,
Pre
side
ntLy
nette
Pitt
, Exe
cutiv
e D
irect
or
DHO
OD@
PHD-
LAW
.CO
Mlp
itt@
ncad
a.or
g82
8.32
2.77
4191
9-23
9-44
63
Nor
th C
arol
ina
Advo
cate
s fo
r Jus
tice,
NCA
J
Chr
isto
pher
R. N
icho
ls,
Pres
iden
tD
ick
Tayl
or, C
EO
nich
olsa
tty@
gmai
l.com
dick
@nc
aj.c
om91
9.91
5.02
1291
9-83
2-14
13
Lega
l Aid
of N
orth
Car
olin
aLe
gal S
ervi
ces
Sout
hern
Pi
edm
ont
Pisg
ah L
egal
Ser
vice
s
Geo
rge
R. H
ause
n, J
r.Ke
n Sc
horr
Jim
Bar
rett
geor
geh@
lega
laid
nc.o
rgke
ns@
lssp
.org
jim@
pisg
ahle
gal.o
rg91
9-85
6-21
30
UN
C S
choo
l of G
over
nmen
t
Elle
n Br
adle
yD
irect
or o
f Mar
ketin
g &
Com
mun
icat
ions
John
Rub
inAl
yson
Grin
e, D
efen
der
Educ
ator
brad
ley@
sog.
unc.
edu;
agrin
e@so
g.un
c.ed
u91
9-84
3-65
27(w
)
Offi
ce o
f Ind
igen
t Def
ense
Se
rvic
es
Thom
as M
aher
, Exe
c. D
ir.D
anie
lle C
arm
an, A
sst.
Dir.
thom
as.k
.mah
er@
ncco
urts
.org
;da
niel
le.m
.car
man
@nc
cour
ts.o
rg91
9-35
4-72
08
Spec
ialty
Org
aniz
atio
ns C
onta
ct L
ist
141
NC
Adm
inist
rativ
e O
ffice
of
the
Cour
ts
Patt
i Bro
oks,
HR
Com
pens
atio
n M
anag
erGa
il Ad
ams ,
HRI
S Sp
ecia
list
patt
i.bro
oks@
ncco
urts
.org
;ga
il.k.
adam
s@nc
cour
ts.o
rg91
9-89
0-11
0491
9-89
0-11
01
Conf
eren
ce o
f Sup
erio
r Co
urt J
udge
s
Judg
e Je
sse
B. C
aldw
ell I
II,
Pres
iden
tDa
niel
le P
hilli
ps, S
OG
mee
ting
coor
dina
tor
jess
e.b.
cald
wel
l@nc
cour
ts.o
rg33
6.45
9.40
16
NC
Asso
ciat
ion
of D
istric
t Co
urt J
udge
s
Judg
e O
smon
d Sm
ith,
Pres
iden
t C
indy
Lee
, SO
G m
eetin
g W
illiam
.O.S
mith
@nc
cour
ts.o
rg91
9-79
2-48
00
NC
Atto
rney
Gen
eral
Offi
ce
(Dep
artm
ent o
f Jus
tice)
Gra
yson
Kel
ley
Kris
ti Jo
nes
gkel
ley@
ncdo
j.gov
khym
an@
ncdo
j.gov
919-
716-
6400
919-
716-
0044
NC
Con
fere
nce
of C
lerk
s of
Su
perio
r Cou
rtBa
rbar
a M
oore
barb
ara.
d.m
oore
@nc
cour
ts.o
rg91
9-60
9-27
45
142
PUBLIC SERVICE AWARDS
Pages: 143-146
Pro Bono Service AwardsN.C. Bar Association Foundation
William Thorp Pro Bono Service Award: Presented to an attorney who has provided exemplary legal services without a fee. Particular consideration is given to lawyers whose voluntary contributions have resulted in the increased access to legal services on the part of low-income people.
Criteria: A lawyer who 1) practices in North Carolina; 2) is not employed on a full-time basis by an organization that has as its primary purpose the provision of free legal services to the poor; 3) has provided direct delivery of legal services with no expectation of receiving a fee to a client or client group that could not afford to employ compensated legal coun-sel and that those services are substantially in excess of the aspirational goals of Rule 6.1; and 4) has made significant voluntary contributions that have resulted in the increased access to legal services on the part of low-income people. Note that the nominee should have engaged in the direct delivery of legal services and in making significant voluntary contributions over an extended period of time and those efforts should be ongoing.
Deborah Greenblatt Outstanding Legal Services Attorney Award: Presented to a legal services attorney who has made an exemplary contribution to the provision of legal assistance to help meet the needs of the poverty population in North Carolina.
Criteria: A lawyer who is employed full time by a legal services program in North Carolina.
Chief Justice Award: Recognizes a local, district or statewide bar organization whose members have performed outstanding legal services or have given outstanding support and assistance or maintenance of such programs for low-income people.
Criteria: Any local, district or statewide bar organization in North Carolina.
Outstanding Law Firm Pro Bono Service: There are two categories for law firm awards.
Small & Medium Law Firms: Recognizes firms employing fewer than 30 attorneys for their commitment to the provision of pro bono service.
Large Law Firms: Recognizes pro bono efforts in North Carolina from among law firms employing 30 or more attorneys in North Carolina.
Criteria: Consideration will be given to a firm’s hours of service and/or percentage of “billable hours” devoted to pro bono work; number/percentage of attorneys providing pro bono legal services; creative approaches to encourage pro bono participation; and consistence of the firm’s efforts to provide pro bono assistance.
Law Student Group Pro Bono Service Award: Presented to an outstanding law student group whose pro bono project benefits low-income people in North Carolina.
Criteria: Consideration will be given to 1) a group project consisting of 2 or more students at a North Carolina law school; 2) who are not receiving law school academic credit for their work; and 3) providing assistance to low-income people in North Carolina.
Younger Lawyer Pro Bono Service Award: Presented by the NCBA Young Lawyers Division to a younger lawyer who has made extraordinary contributions by providing exemplary legal services without a fee to persons of limited means or to charitable groups or organizations.
Criteria: A lawyer who 1) practices in North Carolina and is 36 years of age or younger or in the first three years of practice; 2) is not employed on a full-time basis by a legal services organization; 3) has provided direct delivery of pro bono legal services; or 4) whose voluntary contributions have resulted in increased access to legal services on the part of low-income people in North Carolina.
143
nominations guidelinesBackground Information: In addition to completing the form below, for individual attorney nominations, please include a resume. For firms or bar associations, provide an introductory statement (no more than 200 words) including informa-tion about the firm’s/association’s size, primary officers and other descriptive information. For law student group projects, provide an introductory statement (no more than 200 words) including information about the student group or organiza-tion, its structure, including officers and other descriptive information.
Narrative: Explain the nominee’s pro bono service and why the nominee should be selected for the particular award cat-egory. Pay careful attention to the category’s criteria. Give detailed information about the nature of the pro bono service and the effect it has had on the targeted group. Include any supporting data such as news articles, statistics, publications and similar documents. The written portion, excluding the supporting data, should be no longer than three pages.
Letters of Support: Letters from individuals or organizations that support the candidate’s nomination should also be included. No more than three letters, please.
If selected, you will be asked to provide a high resolution digital image of the recipient.
nominee data form Please print or type legibly. This form is also available at awards.ncbar.org. Nominations are due by 5 p.m. December 15, 2015.
Please submit all nomination materials to Kim Bart Mullikin, NCBA Foundation. By mail: P.O. Box 3688 • Cary, NC 27519-3688. By email: [email protected].
Please select the appropriate category:
William Thorp Pro Bono Service Award Deborah Greenblatt Outstanding Legal Services Attorney Award Chief Justice Award Small & Medium Law Firm Pro Bono Service Award Large Law Firm Pro Bono Service Award Law Student Group Pro Bono Service Award Younger Lawyer Pro Bono Service Award
Name of Nominee:
Nominee’s Title:
Mailing Address:
Phone Number:
Email Address:
Contact information for person submitting the nomination:
Name:
Mailing Address:
Phone Number:
Email Address: 144
Dr. I. Beverly Lake Public Service AwardN.C. Bar Association Foundation
The Dr. I. Beverly Lake Public Service Award recognizes an outstanding lawyer in North Carolina who has per-formed exemplary public service in his or her community. The voluntary service of this attorney may have occurred with a nonprofit organization or with a number of groups in the community as well as through elective or appointive office. Each year nominations are sought from throughout the legal community including judicial district and volun-tary bars. This award is not given every year. All nominations will be referred to the Past Presidents’ Council as the selection committee, and the committee’s selection is subject to Board of Governors approval.
The award recognition is made each year by the North Carolina Bar Association Foundation at the NCBA Annual Meeting in June. The honoree’s name is added to the Lake Public Service Award plaque at the North Carolina Bar Center in Cary and the honoree also receives an award plaque. In addition, the I. Beverly Lake Justice Fund awards an honorarium in the recipient’s name to the recipient’s choice of select NCBA programs, to help further their mission.
Dr. Lake served from 1965-78 on the N.C. Supreme Court. He was a graduate of Wake Forest College and Harvard Law School and served as a professor at the Wake Forest Law School from 1932-52. He also served from 1952-55 as Assistant Attorney General for the State of North Carolina and engaged in private practice from 1955-65. His son, I. Beverly Lake Jr., followed his father into law and the judiciary, serving as Chief Justice of the North Carolina Supreme Court from 2001-06.
Criteria:
• A member in good standing of the North Carolina State Bar and the North Carolina Bar Association.
• A licensed attorney currently practicing or retired from the practice of law in North Carolina.
• An attorney role model whose career exemplifies public service to the community in which he or she has practiced law.
• An attorney whose public service has included significant involvement with one or more nonprofit organizations meeting an important community need; or whose public service has included substantial contributions to or involve-ment with any institution, foundation, cause, program or initiative benefiting the public.
Nominees for consideration also may have:
• Made significant contributions to North Carolina through appointive service or elected office.
• Made significant voluntary contributions to the legal profession, to his or her law school or other legal institution.
recipients2015 Alan Duncan, Greensboro 2014 W. Louis Bissette Jr., Asheville 2013 Sen. Peter S. Brunstetter, Winston-Salem2012 Larry J. Dagenhart, Charlotte2011 Phillip R. Dixon Sr., Greenville2010 George V. Hanna III, Charlotte2009 Edmund I. Adams, Sparta2008 H. Parks Helms, Charlotte2007 James B. Maxwell, Durham2006 James F. Morgan, High Point2005 Murray C. Greason Jr., Winston-Salem
145
nominations guidelinesBackground Information: In addition to completing the form below, please include the nominee’s current resume and other relevant background information, including pertinent family information as appropriate.
Narrative: Describe the nominee’s commitment to public service in terms of the criteria described in the award. Include information that describes the depth and breadth of the nominee’s commitment to public service, work on specific proj-ects or ways that the nominee has improved the quality of his or her community. Include any supporting data such as news articles, statistics, publications and similar documentation. The written portion of the nomination, excluding the supporting data, should be no longer than three pages.
Letters of Support: Letters from individuals or organizations that support the candidate’s nomination should be included. No more than five letters, please.
If selected, you will be asked to provide a high resolution digital image of the recipient.
nominee data form Please type or print legibly. This form is available at awards.ncbar.org. Nominations are due by 5 p.m. December 15, 2015.
Please submit all nomination materials to Kim Bart Mullikin, NCBA Foundation. By mail: P.O. Box 3688 • Cary, NC 27519-3688. By email: [email protected].
Name of Nominee:
Nominee’s Title:
Mailing Address:
Phone Number:
Email Address:
Contact information for person submitting the nomination:
Name:
Mailing Address:
Phone Number:
Email Address:
Dr. I. Beverly Lake Public Service AwardN.C. Bar Association Foundation
146
N.C. BAR FOUNDATION – GRANT
INFORMATION/FORMS
Pages: 147-150
NORTH CAROLINA BAR ASSOCIATION FOUNDATION
ENDOWMENT GRANT APPLICATION FORM P. O. Box 3688, Cary, NC 27519 – www.ncbar.org
___________________________________________________________________________________________________________ Grant cycle for which funds are requested: January l - June 30, _____ July l - December 3l, _____ Please indicate which of the following objectives and purposes of the Foundation most accurately describes your request for Endowment funding: To study, improve and facilitate the administration of justice;
To build respect for and understanding of the law; To enhance the professional competence of lawyers; To support the delivery of legal services to eligible indigent communities; or To support legally-related community service projects.
1. Name of Organization/Applicant: _____________________________________________________ Mailing Address: __________________________________________________________________ City/State/Zip: ____________________________________________________________________ 2. Contact's Name: __________________________________________________________________ Title: ____________________________________________________________________________ Address: ________________________________________________________________________ E-mail Address: ___________________________________________________________________
Telephone Number: ________________________FAX Number: ___________________________
3. Project Name: ________________________________4. Grant Amount Requested:____________ 5. General Description of Project: ______________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________
__________________________________________________________________________________ 6. Purpose, Scope & Desirability of Project (include schedule of events, location & description of
intended audience): ________________________________________________________________ _________________________________________________________________________________
__________________________________________________________________________________ __________________________________________________________________________________ ____
147
7. Expected Completion Date of Project: ________________________________________________ 8. Total Cost of Project: $_____________________________________________________________ 9. Describe how you will determine the success of this project: (e.g. measurable outcomes, number of people
served, etc.): ________________________________________________________________________________ ________________________________________________________________________________ Attach additional pages if necessary. 10. Other Funds Pledged or On Hand:
SOURCE AMOUNT ____________________________________________ _________________________________ ____________________________________________ ________________________________ Attached additional pages if necessary 11. On a separate page, please submit a line-item budget to include administrative costs, such as
personnel, supplies, print and mailing expenses, etc., identifying anticipated expenses of the project. 12. If the Organization/Applicant has been accorded tax-exempt status, please submit the Federal I.D.
Number: _____________________. Attach a copy of the determination letter from the Internal Revenue Service.
If granted funds by the Foundation, the undersigned, on behalf of the above-named organization agrees to render faithful efforts to carry out the activities described in this application, and further agrees to furnish semi-annual status reports to the Foundation by April 30 and October 3l until the conclusion of the project. If necessary, you will need to request semi-annual extensions with your status report. Authorized Signature: _________________________________________________________ Title: ______________________________________________________________________ Date Submitted: _____________________________________________________________
For additional information regarding eligibility for Endowment Funds, please contact the
Director of Development - NC Bar Association Foundation - P.O. Box 3688 - Cary, NC 27519 or call the North Carolina Bar Center at (9l9) 677-056l or 1 (800) 662-7407
Application Deadlines are April 30 and October 3l
148
North Carolina Bar Association FoundationENDOWMENT GRANT APPLICATION FORM
P.O. Box 3688, Cary, NC 27519 • www.ncbar.org
Grant cycle for which funds are requested: January 1 – June 30, 20_____
July 1 – December 31, 20_____
Please indicate which of the following objectives and purposes of the Foundation most accurately describes your re-quest for Endowment funding (check only one):
To study, improve and facilitate the administration of justice; To build respect for and understanding of the law;
To enhance the professional competence of lawyers; To support legally related community service projects;
or To support the delivery of legal services to eligible indigent communities
Application Instructions and Deadlines:1. Applications must be received by April 30 to be considered by the Endowment Committee in the spring, and by October 31 to be con-
sidered in the fall. 2. Applications (and attached documents) should be submitted in a single-sided format (no double-sided or front/back documents).3. Applications, correspondence, etc., should be mailed to the attention of:
Th omas M. Hull, Director of Development, N.C. Bar Association Foundation, P.O. Box 3688, Cary, NC 275194. When funding is requested for projects involving the printing and distribution of publications of any type (books, brochures, pam-
phlets, etc.), a sample or mock-up should accompany the application.5. When a group submits more than one application for consideration within the same grant period, its group leader must submit a
prioritized list of requests for each submission ranging from the most important to the least important.
You will be contacted if additional information is needed, and notifi ed of the status of your application aft er review by theNCBA Foundation Endowment Committee and approval by the NCBAF Board of Directors in June (Spring applicants) or January (Fall applicants).
1. Name of Organization: _____________________________________________________________________________________
Address: _________________________________________________________________________________________________
City/State/Zip: _____________________________________________________________________________________________
2. Contact’s Name: __________________________________________________________________________________________
Title: ____________________________________________________________________________________________________
Address: __________________________________________________________________________________________________
E-mail: __________________________________________________________________________________________________
Telephone: ________________________________________________________ FAX: _________________________________
3. Project Name: _____________________________________________________ 4. Grant Amount Requested: $_____________
(Form continues on next page)
149
5. General Description of Project: _______________________________________________________________________________
_____________________________________________________________________________________________________________
_____________________________________________________________________________________________________________
_____________________________________________________________________________________________________________
_____________________________________________________________________________________________________________ Attach additional pages if necessary.
6. Purpose, Scope and Desirability of Project (include schedule of events, location and description of intended audience): ____________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ Attach additional pages if necessary.
7. Expected Completion Date of Project: _________________________________________________________________________
8. Total Cost of Project: $____________________________________________________________________________________
9. Describe how you will determine the success of this project (e.g. measurable outcomes, number of people served, etc.): ___________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ Attach additional pages if necessary.
10. Other Funds Pledged or On Hand: SOURCE AMOUNT
_________________________________________________________________ ____________________________________ _________________________________________________________________ ____________________________________ Attach additional pages if necessary.
11. On a separate page, please submit a project line-item budget to include administrative costs, such as personnel, supplies, print and mailing expenses, etc., identifying anticipated expenses of the project.
12. If the Organization/Applicant has been accorded tax-exempt status, please submit the Federal I.D. number: _______________ Attach a copy of the determination letter from the Internal Revenue Service.
If granted funds by the Foundation, the undersigned, on behalf of the above-named organization, agrees to render faithful eff orts to carry out the activities described in this application, and further agrees to furnish semi-annual status reports to the Foundation by April 30 and October 31 until the conclusion of the project. If necessary, you will need to request semi-annual grant extensions with your status reports.
Authorized Signature: __________________________________________________________________________________________
Title: _______________________________________________________________________________________________________
Date Submitted: ______________________________________________________________________________________________
For additional information regarding eligibility for Endowment Funds, please contact:Director of Development • North Carolina Bar Association Foundation • P.O. Box 3688 • Cary, North Carolina 27519
or call the North Carolina Bar Center at (919) 677-0561 or 1 (800) 677-0761.
APPLICATION DEADLINES are APRIL 30 and OCTOBER 31.
(Continued from previous page)
150
NORTH CAROLINA BAR
ASSOCIATION – COMPOSITE LIST
OF AWARDS
Pages: 151-157
CLO
SIN
G
DA
TETI
TLE
DES
CR
IPTI
ON
LIN
KC
OM
MIT
TEE/
SEC
TIO
NC
ON
TAC
TEM
AIL
Apr
il 1
each
ye
arC
LE V
olun
teer
of t
he
Year
The
CLE
Vol
unte
er o
f the
Yea
r Aw
ard
was
es
tabl
ishe
d to
reco
gniz
e th
e ex
cept
iona
l co
ntrib
utio
ns o
f the
indi
vidu
al w
ho
cont
ribut
ed m
ost s
igni
fican
tly to
pro
duci
ng
and/
or p
rovi
ding
qua
lity
cont
inui
ng le
gal
educ
atio
n fo
r the
Nor
th C
arol
ina
lega
l co
mm
unity
in a
giv
en fi
scal
yea
r. A
nyon
e ca
n no
min
ate
a sp
eake
r or p
lann
er fo
r the
aw
ard
whi
ch is
pre
sent
ed in
Jan
uary
.
CLE
Com
mitt
eeC
athe
rine
Peg
low
cpeg
low
@nc
bar.o
rg
12/1
9/20
14
John
McN
eill
Sm
ith J
r. C
onst
itutio
nal R
ight
s &
Res
pons
ibili
ties
Sec
tion
Aw
ard
This
Aw
ard
is to
hon
or a
per
son
who
has
de
mon
stra
ted
extra
ordi
nary
com
mitm
ent t
o th
e id
eals
em
bodi
ed in
the
Con
stitu
tion
of
the
Uni
ted
Sta
tes
and
the
Con
stitu
tion
of
Nor
th C
arol
ina.
Sec
tion
mem
bers
mak
e th
e no
min
atio
ns.
http
://nc
bar.o
rg/m
edia
/382
722/
cr-
awar
d-fo
rm.p
dfC
onst
itutio
nal
Rig
hts
&
Res
pons
ibili
ties
Law
Sec
tion
Col
eta
Bel
lcb
ell@
ncba
r.org
1/30
/201
5Li
berty
Bel
l Aw
ard
The
reci
pien
t of t
he a
war
d sh
ould
be
an
indi
vidu
al w
ho e
xem
plifi
es li
felo
ng s
ervi
ce to
th
e la
w in
Nor
th C
arol
ina.
NC
BA
M
embe
rshi
p su
bmits
Nom
inat
ions
.
Libe
rty B
ell
Sub
com
mitt
ee:
YLD
Jacq
uely
n Te
rrel
l jt
erre
ll@nc
bar.o
rg
(not
alw
ays
annu
al
awar
d) P
eace
Aw
ard
The
Nor
th C
arol
ina
Bar
Ass
ocia
tion
Dis
pute
R
esol
utio
n S
ectio
n re
cogn
izes
an
indi
vidu
al
in N
orth
Car
olin
a w
ho h
as m
ade
a sp
ecia
l co
mm
itmen
t to
the
peac
eful
reso
lutio
n of
di
sput
es. S
ectio
n m
embe
rs m
ake
the
nom
inat
ions
.
No
App
licat
ion
requ
ired.
Dis
pute
R
esol
utio
n S
ectio
n N
omin
atio
ns
Com
mitt
ee
Julia
nne
Dam
bro
jdam
bro@
ncba
r.org
Dec
embe
r 15
eac
h ye
ar G
P H
all o
f Fam
e
Gen
eral
Pra
ctic
e H
all o
f Fam
e la
wye
rs
shou
ld b
e ou
tsta
ndin
g m
embe
rs o
f the
lega
l pr
ofes
sion
who
se c
aree
rs h
ave
serv
ed a
s m
odel
s fo
r law
yers
in th
e ge
nera
l pra
ctic
e of
la
w. T
o be
elig
ible
for n
omin
atio
n, la
wye
rs
mus
t hav
e pr
actic
ed la
w fo
r at l
east
25
year
s, h
ave
a si
gnifi
cant
por
tion
of th
at ti
me
devo
ted
to th
e ge
nera
l pra
ctiv
e of
law
, be
livin
g at
the
time
of n
omin
atio
n an
d be
m
embe
rs in
goo
d st
andi
ng o
fthe
N.C
. Sta
te
Bar
. Sec
tion
mem
bers
mak
e th
e no
min
atio
ns.
http
://w
ww
.ncb
ar.o
rg/m
edia
/261
145/
ncb
a-ge
nera
l-pra
ctic
e-ha
ll-of
-fam
e-aw
ard-
appl
icat
ion.
Sol
o, S
mal
l Firm
&
GP
Sec
tion
Jere
my
Wiil
iam
sjw
illia
ms@
ncba
r.org
NC
BA
Aw
ards
Lis
t
151
Nom
inat
ions
-M
arch
C
lose
d M
ay
15, 2
012
The
Adv
ocat
e's
Aw
ard
The
Adv
ocat
e’s
Aw
ard
was
cre
ated
to
reco
gniz
e “s
uper
star
s” o
f the
Liti
gatio
n S
ectio
n an
d of
our
pro
fess
ion.
http
://w
ww
.ncb
ar.o
rg/m
edia
/398
009/
adv
ocat
es-a
war
d.pd
fLi
tigat
ion
Sec
tion
Aw
ard
Com
mitt
eeJu
liann
e D
ambr
ojd
ambr
o@nc
bar.o
rg
Aw
ard
varie
s/no
t al
way
s an
nual
aw
ard
Out
stan
ding
A
chie
vem
ent P
ro
Bon
o A
war
d
This
aw
ard
will
hon
or a
Par
aleg
al w
ho h
as
exce
lled
at p
rovi
ding
Pro
Bon
o se
rvic
e to
the
com
mun
ity. S
ectio
n m
embe
rs m
ake
the
nom
inat
ions
.
http
://w
ww
.ncb
ar.o
rg/a
bout
/com
mun
icat
ions
/aw
ards
.asp
xP
aral
egal
Div
isio
n A
war
ds
Com
mitt
eeJe
rem
y W
illia
ms
jwill
iam
s@nc
bar.o
rg
Clo
ses
Mar
ch 1
5,
2012
Dis
tingu
ishe
d P
aral
egal
Aw
ard
This
aw
ard
will
hon
or a
Par
aleg
al th
at h
as
activ
ely
parti
cipa
ted
in p
aral
egal
act
iviti
es
such
as
civi
c/co
mm
unity
vol
unte
erin
g,
para
lega
l lea
ders
hip,
par
aleg
al e
duca
tion,
an
d pr
omot
ion
of th
e pa
rale
gal p
rofe
ssio
n du
ring
the
nom
inat
ion
perio
d. A
war
d is
giv
en
at P
D A
nnua
l Mee
ting.
Sec
tion
mem
bers
m
ake
the
nom
inat
ions
.
http
://w
ww
.ncb
ar.o
rg/a
bout
/com
mun
icat
ions
/aw
ards
.asp
x
Par
aleg
al D
ivis
ion
Aw
ards
C
omm
ittee
Jere
my
Will
iam
sjw
illia
ms@
ncba
r.org
12/1
5/20
14Ju
dge
John
J. P
arke
r A
war
d
The
purp
ose
of th
is A
war
d is
to h
onor
the
mem
ory
and
the
acco
mpl
ishm
ents
of J
udge
P
arke
r and
to e
ncou
rage
the
emul
atio
n of
hi
s de
ep d
evot
ion
and
endu
ring
cont
ribut
ion
to th
e la
w a
nd to
the
adm
inis
tratio
n of
just
ice
by re
cogn
izin
g co
nspi
cuou
s se
rvic
e by
m
embe
rs o
f the
Bar
of t
his
Sta
te to
the
caus
e of
juris
prud
ence
in N
orth
Car
olin
a.
Doe
s no
t acc
ept n
omin
atio
ns.
http
://w
ww
.ncb
ar.o
rg/m
edia
/261
049/
ncb
a-jo
hn-j-
park
er-a
war
d-ap
plic
atio
n.pd
f
Pas
t Pre
side
nt's
C
ounc
ilA
llan
Hea
dah
ead@
ncba
r.org
Dec
15
each
ye
arLa
ke F
amily
Pub
lic
Ser
vice
Aw
ard
The
Lake
Fam
ily P
ublic
Ser
vice
Aw
ard
annu
ally
reco
gniz
es a
n ou
tsta
ndin
g la
wye
r in
Nor
th C
arol
ina
who
has
per
form
ed
exem
plar
y pu
blic
ser
vice
in h
is o
r her
co
mm
unity
. The
vol
unta
ry s
ervi
ce o
f thi
s at
torn
ey m
ay h
ave
occu
rred
with
a n
on-p
rofit
or
gani
zatio
n or
with
a n
umbe
r of g
roup
s in
th
e co
mm
unity
as
wel
l as
thro
ugh
elec
tive
or
appo
intiv
e of
fice.
http
://w
ww
.ncb
ar.o
rg/m
edia
/261
113/
ncb
a-fo
unda
tion-
lake
-aw
ard-
appl
icat
ion.
Pas
t Pre
side
nt's
C
ounc
ilK
im B
art M
ullik
inkb
artm
ullik
in@
ncba
r.org
152
2/20
/201
5 O
utst
andi
ng
Ach
ieve
men
t Pro
B
ono
Aw
ard
Indi
vidu
al a
nd F
irm A
war
ds. T
he o
utst
andi
ng
indi
vidu
al a
chie
vem
ent a
war
d an
d fir
m
awar
d w
ill b
e gi
ven
to a
t lea
st o
ne IP
Sec
tion
mem
ber a
nd a
firm
who
has
act
ivel
y pa
rtici
pate
d in
pro
bon
o ac
tiviti
es s
uch
as
dire
ct in
dige
nt re
pres
enta
tion
or d
irect
co
mm
unity
ser
vice
effo
rts (e
xclu
ding
sup
port
of p
rofe
ssio
nal/b
usin
ess
orga
niza
tions
suc
h as
bar
ass
ocia
tions
, cha
mbe
rs o
f com
mer
ce,
etc.
). S
ectio
n m
embe
rs m
ake
the
nom
inat
ions
.
http
://in
telle
ctua
lpro
perty
law
.ncb
ar.o
rg/
med
ia/2
2805
97/o
utst
andi
ngac
hiev
em
entp
robo
noaw
ard.
Inte
llect
ual
Pro
perty
Law
S
ectio
nC
olet
a B
ell
cbel
l@nc
bar.o
rg
Dec
15
each
ye
ar
H. B
rent
McK
nigh
t R
enai
ssan
ce L
awye
r A
war
d
The
awar
d re
cogn
izes
atto
rney
s w
ho
dem
onst
rate
the
“Ren
aiss
ance
Law
yer”
qu
aliti
es e
mbo
died
by
Judg
e M
cKni
ght,
incl
udin
g in
tegr
ity, e
nthu
sias
m fo
r int
elle
ctua
l ac
hiev
emen
t, co
mm
itmen
t to
civi
lity,
the
purs
uit o
f exc
elle
nce
and
serv
ice.
N
omin
atio
ns a
re fr
om th
e va
rious
sec
tions
, co
mm
ittee
s an
d in
divi
dual
mem
bers
of t
he
Nor
th C
arol
ina
Bar
Ass
ocia
tion.
http
://w
ww
.ncb
ar.o
rg/m
edia
/261
191/
ncb
a-m
ckni
ght-a
war
d-ap
plic
atio
n.pd
f
Pro
fess
iona
lism
C
omm
ittee
Rus
sell
Raw
lings
rraw
lings
@nc
bar.o
rg
Var
ies
each
ye
ar;
No
Nom
inat
ions
Ann
L. M
ajes
tic
Dis
tingu
ishe
d S
ervi
ce
Aw
ard
The
awar
d re
cogn
izes
dis
tingu
ishe
d se
rvic
e th
e E
duca
tion
Law
Bar
in th
e fo
llow
ing
area
s: T
each
ing;
Pub
lishi
ng; P
rofe
ssio
nal
activ
ities
[lea
ders
hip
and
volu
ntee
rism
] and
P
ract
ice/
Litig
atio
n. M
ore
spec
ifics
with
the
awar
d no
min
atio
n. S
ectio
n m
embe
rs m
ake
the
nom
inat
ions
.
Link
cha
nges
eac
h ye
ar w
ith
uplo
adin
g of
new
yea
rly N
omin
atio
n fo
rmE
duca
tion
Law
S
ectio
n -
Dis
tingu
ishe
d S
ervi
ce A
war
d C
omm
ittee
Julia
nne
Dam
bro
jdam
bro@
ncba
r.org
Var
ies
Fa
mily
Law
: D
istin
guis
hed
Ser
vice
A
war
d
The
awar
d re
cogn
izes
thos
e pe
rson
s w
ho
perfo
rm s
ervi
ces
for t
he F
amily
Law
Sec
tion
in o
fer t
o en
cour
age
grea
ter p
artic
ipat
ion.
C
riter
ia o
f abv
e an
d be
yond
wha
t wou
ld
norm
ally
be
expe
cted
or t
hem
, or w
ho
cont
ribue
s su
bsta
ntia
lly to
the
Fam
ily L
aw
Pra
ctic
e. S
ectio
n m
embe
rs m
ake
the
nom
inat
ions
.
Not
aw
arde
d ev
ery
year
, it i
s w
ithin
th
e 2
resp
ectiv
e Le
ader
ship
s to
de
term
ine
if th
ey w
ant t
o ga
ther
no
min
atio
ns d
urin
g a
said
yea
r; th
eref
ore,
no
set d
eadl
ine
Cou
ncil
Nom
inat
ions
C
omm
ittee
Jacq
uely
n Te
rrel
l jt
erre
ll@nc
bar.o
rg
2 m
onth
s pr
ior t
o 5/
4/20
12
The
Gra
inge
r Bar
rett
Aw
ard
For E
xcel
lenc
e
Hon
ors
an o
utst
andi
ng G
over
nmen
t or
Pub
lic S
ecto
r Atto
rney
as
an e
xem
plar
of t
he
exce
llenc
e, d
edic
atio
n an
d pa
ssio
n fo
r ju
stic
e of
Nor
th C
arol
ina'
s G
over
nmen
t and
P
ublic
Sec
tor A
ttorn
eys.
Sec
tion
mem
bers
m
ake
the
nom
inat
ions
.
http
://nc
bar.o
rg/m
edia
/781
91/G
rain
ger-
Bar
rett-
Aw
ard.
Gov
ernm
ent &
P
ublic
Sec
tor
Sec
tion
Col
eta
Bel
lcb
ell@
ncba
r.org
153
3/23
/201
5H
ealth
Law
Sec
tion
Dis
tingu
ishe
d S
ervi
ce
Aw
ard
Rec
ogni
zes
lifel
ong
achi
evem
ent a
nd
outs
tand
ing
cont
ribut
ions
to h
ealth
law
, and
ex
empl
ary
serv
ice
to h
ealth
car
e pr
ofes
sion
al, t
he b
ar a
nd th
e ge
nera
l pub
lic.
(Not
giv
en e
very
yea
r) S
ectio
n m
embe
rs
mak
e th
e no
min
atio
ns.
N/A
Hea
lth L
aw
Sec
tion
Col
eta
Bel
lcb
ell@
ncba
r.org
N/A
The
John
Dor
tch
Inte
rnat
iona
l Ser
vice
A
war
d
Hon
ors
exem
plar
y se
rvic
e an
d le
ader
ship
in
the
adva
ncem
ent o
f Int
erna
tiona
l Law
. (N
ot
give
n ev
ery
year
) S
ectio
n m
embe
rs m
ake
the
nom
inat
ions
.
N/A
Inte
rnat
iona
l Law
&
Pra
ctic
e S
ectio
n Ju
liann
e D
ambr
ojd
ambr
o@nc
bar.o
rg
Var
ies
Juv.
Jus
tice
&
Chi
ldre
n's
Rig
hts:
B
erth
a "B
" Hol
t D
istin
guis
hed
Sev
ice
Aw
ard
Aw
ard
reco
gniz
es s
igni
fican
t con
tribu
tions
to
juve
nile
just
ice
and
child
ren'
s rig
hts
in N
orth
C
arol
ina.
The
aw
ard
is o
pen
to a
ny p
erso
n or
gro
up, i
nclu
ding
non
atto
rney
s. S
ectio
n m
embe
rs m
ake
the
nom
inat
ions
.
Not
aw
arde
d ev
ery
year
, it i
s w
ithin
th
e 2
resp
ectiv
e Le
ader
ship
s to
de
term
ine
if th
ey w
ant t
o ga
ther
no
min
atio
ns d
urin
g a
said
yea
r; th
eref
ore,
no
set d
eadl
ine
Cou
ncil
Nom
inat
ions
C
omm
ittee
Col
eta
Bel
l c
bell@
ncba
r.org
N/A
Rea
l Pro
perty
: For
E
xem
plar
y S
ervi
ce
The
Exe
cutiv
e C
omm
ittee
sel
ects
an
outs
tand
ing
mem
ber t
o re
cogn
ize
whe
n ap
prop
riate
. D
oes
not a
ccep
t nom
inat
ions
.
N/A
Cou
ncil's
E
xecu
tive
Com
mitt
eeJe
rem
y W
iilia
ms
jwill
iam
s@nc
bar.o
rg
N/A
Youn
g La
wye
rs
Div
isio
n: C
harle
s F.
B
lanc
hard
You
ng
Law
yer o
f the
Yea
r
N/A
: Th
e C
harle
s F.
Bla
ncha
rd Y
oung
La
wye
r of t
he Y
ear d
oes
not t
ake
nom
inat
ions
.
N/A
YLD
Nom
inat
ing
Com
mitt
ee
Jacq
uely
n Te
rrel
l jt
erre
ll@nc
bar.o
rg
On
goin
g
No
dead
line
Cen
tenn
ial A
war
ds
To im
prov
e th
e im
age
of la
wye
rs b
y re
cogn
izin
g th
e ci
vic
cont
ribut
ions
of
indi
vidu
al la
wye
rs.
Loca
l Bar
s pr
esen
t thi
s aw
ard
to a
ttorn
eys
for c
omm
unity
ser
vice
ef
forts
.
http
://w
ww
.ncb
ar.o
rg/a
bout
/com
mun
icat
ions
/aw
ards
.asp
xLo
cal B
ar S
ervi
ces
Dav
id B
ohm
dboh
m@
ncba
r.org
Dec
15
each
ye
arC
itize
n La
wye
r Aw
ards
Citi
zen
law
yers
form
ally
reco
gniz
es la
wye
rs
who
pro
vide
exe
mpl
ary
serv
ice
to th
eir
com
mun
ities
in a
var
iety
of w
ays,
incl
udin
g pu
blic
ser
vice
in lo
cal o
r sta
te g
over
nmen
t in
elec
ted
or a
ppoi
nted
pos
ition
s, c
oach
ing
yout
h sp
orts
team
s or
ser
ving
as
tuto
rs o
r m
ento
rs to
you
ng p
eopl
e, a
nd v
olun
teer
ing
or s
ervi
ng a
s bo
ard
mem
bers
for n
on-p
rofit
or
com
mun
ity o
rgan
izat
ions
. A
nyon
e ca
n no
min
ate
an a
ttorn
ey fo
r thi
s aw
ard.
http
://nc
bar.o
rg/m
edia
/261
097/
ncba
-ci
tizen
-law
yer-
awar
d-ap
plic
atio
n.pd
f
Citi
zen
Law
yer
Task
For
ceD
avid
Boh
mdb
ohm
@nc
bar.o
rg
154
12/1
5/14
The
Ant
itrus
t & T
rade
R
egul
atio
n S
ectio
n's
Dis
tingu
ishe
d S
ervi
ce
Aw
ard
This
Aw
ard
was
est
ablis
hed
to re
cogn
ize
mem
bers
of t
he A
TR S
ectio
n (o
r oth
ers
unde
r ext
raor
dina
ry s
ituat
ions
) who
(1) h
ave
dem
onst
rate
d th
e hi
ghes
t eth
ical
sta
ndar
ds;
(2) h
ave
show
n a
high
leve
l of p
rofe
ssio
nal
com
pete
nce;
and
(3) h
ave
mad
e si
gnifi
cant
co
ntrib
utio
ns (a
) to
the
ATR
Sec
tion,
(b) t
o sc
hola
rshi
p in
the
field
s of
ant
itrus
t or t
rade
re
gula
tion
law
, and
/or (
c) to
adv
ocac
y on
be
half
of c
lient
s, c
onsu
mer
s, o
r the
pub
lic in
th
e fie
lds
of a
ntitr
ust o
r tra
de re
gula
tion.
Th
is A
war
d w
ill b
e gi
ven
by th
e se
ctio
n ev
ery
othe
r yea
r. S
ectio
n m
embe
rs m
ake
the
nom
inat
ions
.
N/A
Ant
itrus
t & T
rade
R
egul
atio
nC
olet
a B
ell
cbel
l@nc
bar.o
rg
Var
ies
Pet
er S
. Gilc
hris
t, III
an
d W
ade
M. S
mith
A
war
ds
Aw
ards
to h
onor
a p
rose
cuto
r and
a d
efen
se
atto
rney
who
se c
aree
rs e
xem
plify
the
high
est i
deal
s of
the
prof
essi
on.
Nom
inat
ions
mad
e by
the
sect
ion
coun
cil.
No
link.
Crim
inal
Jus
tice
Sec
tion
Exe
cutiv
e C
omm
ittee
Jacq
uely
n Te
rrel
ljte
rrel
l@nc
bar.o
rg
Var
ies
The
Aw
ard
of
Exc
elle
nce
Rec
ogni
zes
outs
tand
ing
serv
ice,
lead
ersh
ip
and
sign
igic
ant c
ontri
butio
ns to
Zon
ing,
P
lann
ing
and
Land
Use
law
in N
orth
C
arol
ina.
No
appl
icat
ion
requ
ired.
Zoni
ng, P
lann
ing
and
Land
Use
S
ectio
nJu
liann
e D
ambr
o
jdam
bro@
ncba
r.org
Oct
ober
The
John
atha
n R
. H
arka
vy A
war
d
Rec
ogni
zes
outs
tand
ing
serv
ice,
lead
ersh
ip
and
sign
ifica
nt c
ontri
butio
ns to
Lab
or a
nd
Em
ploy
men
t Law
in N
orth
Car
olin
a. A
war
d is
de
term
ined
by
the
LL C
ounc
il. S
ectio
n m
embe
rs m
ake
the
nom
inat
ions
.
No
App
licat
ion
requ
ired.
Labo
r &
Em
ploy
men
t Law
S
ectio
n
Julia
nne
Dam
bro
jdam
bro@
ncba
r.org
Nov
embe
rLi
fetim
e A
chie
vmen
t A
war
d
Rec
ogni
zes
outs
tand
ing
serv
ice,
lead
ersh
ip
and
cont
ribut
ions
to B
ankr
uptc
y La
w in
Nor
th
Car
olin
a. A
war
d is
det
erm
ined
by
BK
No
App
licat
ion
requ
ired.
Ban
krup
tcy
Sec
tion
Julia
nne
Dam
bro
jdam
bro@
ncba
r.org
Sep
tem
ber,
varie
sE
vely
n C
oman
Aw
ard
Rec
ogni
zes
outs
tand
ing
serv
ice,
lead
ersh
ip
and
cont
ribut
ions
to C
onst
ruct
ion
Law
in
Nor
th C
arol
ina.
Aw
ard
is d
eter
min
ed b
y C
O
Cou
ncil
http
://nc
bar.o
rg/m
embe
rs/a
war
ds-
reco
gniti
on/
Con
stru
ctio
n La
w
Sec
tion
Julia
nne
Dam
bro
jdam
bro@
ncba
r.org
Apr
il, d
ate
varie
s
Par
aleg
al D
ivis
ion
Stu
dent
Sch
olar
ship
A
war
d
Pre
sent
ed to
an
outs
tand
ing
NC
par
aleg
al
stud
ent.
Sec
tion
mem
bers
mak
e th
e no
min
atio
ns.
No
curr
ent l
ink.
Par
aleg
al D
ivis
ion
Aw
ards
C
omm
ittee
Jere
my
Will
iam
sjw
illia
ms@
ncba
r.org
155
Dec
15
each
ye
arM
ento
r of t
he Y
ear
Aw
ard
Men
tor o
f the
Yea
r for
mal
ly re
cogn
izes
la
wye
rs w
ho p
rovi
de e
xem
plar
y se
rvic
e to
th
eir m
ente
es a
nd c
omm
uniti
es b
y se
rvin
g as
a m
ento
r in
extro
dina
ry c
ircum
stan
ces,
de
vote
s a
sign
ifica
nt a
mou
nt o
f tim
e to
his
or
her m
ente
e, s
erve
s as
an
exem
plar
for
citiz
ensh
ip, p
rofe
ssio
nalis
m, a
nd
com
mitm
ent t
o th
e B
ar, o
r who
has
take
n on
se
vera
l men
torin
g re
latio
nshi
ps.
Any
one
can
nom
inat
e an
atto
rney
for t
his
awar
d.
No
curr
ent l
ink.
Com
mitt
ee n
ot y
et
form
edJo
yce
Bra
fford
jbra
fford
@nc
bar.o
rg
Cor
pora
te C
ouns
elor
s A
war
d
Rec
ogni
zes
mem
bers
of t
he C
orpo
rate
C
ouns
el S
ectio
n w
ho a
re "S
uper
star
s" o
f th
eir p
rofe
ssio
n.aw
ards
.ncb
ar.o
rg
Cor
pora
te
Cou
nsel
Sec
tion
Julia
nne
Dam
bro
jdam
bro@
ncba
r.org
Febr
uary
1st
Lake
Fam
ily P
ublic
S
ervi
ce A
war
d
The
Lake
Fam
ily P
ublic
Ser
vice
Aw
ard
annu
ally
reco
gniz
es a
n ou
tsta
ndin
g la
wye
r in
Nor
th C
arol
ina
who
has
per
form
ed
exem
plar
y pu
blic
ser
vice
in h
is o
r her
co
mm
unity
. The
vol
unta
ry s
ervi
ce o
f thi
s at
torn
ey m
ay h
ave
occu
rred
with
a n
on-p
rofit
or
gani
zatio
n or
with
a n
umbe
r of g
roup
s in
th
e co
mm
unity
as
wel
l as
thro
ugh
elec
tive
or
appo
intiv
e of
fice.
http
://w
ww
.ncb
ar.o
rg/m
edia
/261
113/
ncb
a-fo
unda
tion-
lake
-aw
ard-
appl
icat
ion.
Pas
t Pre
side
nt's
C
ounc
ilK
im B
art M
ullik
inkb
artm
ullik
in@
ncba
r.org
Febr
uary
1st
Will
iam
L. T
horp
Pro
B
ono
Ser
vice
Aw
ard
Pre
sent
ed to
an
atto
rney
who
has
pro
vide
d ex
empl
ary
lega
l ser
vice
s w
ithou
t a fe
e.
Par
ticul
ar c
onsi
dera
tion
is g
iven
to la
wye
rs
who
se v
olun
tary
con
tribu
tions
hav
e re
sulte
d in
the
incr
ease
d ac
cess
to le
gal s
ervi
ces
on
the
part
of lo
w-in
com
e pe
ople
.
http
://w
ww
.ncb
ar.o
rg/m
edia
/362
401/
ncb
a-fo
unda
tion-
pro-
bono
-aw
ard-
appl
icat
ion.
Pro
Bon
o A
ctiv
ities
C
omm
ittee
Kim
Bar
t Mul
likin
kbar
tmul
likin
@nc
bar.o
rg
Febr
uary
1st
Deb
orah
Gre
enbl
att
Out
stan
ding
Leg
al
Ser
vice
s A
ttorn
ey
Aw
ard
Pre
sent
ed to
a le
gal s
ervi
ces
atto
rney
who
ha
s m
ade
an e
xem
plar
y co
ntrib
utio
n to
the
prov
isio
n of
lega
l ass
ista
nce
to h
elp
mee
t th
e ne
eds
of th
e po
verty
pop
ulat
ion
in N
orth
C
arol
ina.
http
://w
ww
.ncb
ar.o
rg/m
edia
/362
401/
ncb
a-fo
unda
tion-
pro-
bono
-aw
ard-
appl
icat
ion.
Pro
Bon
o A
ctiv
ities
C
omm
ittee
Kim
Bar
t Mul
likin
kbar
tmul
likin
@nc
bar.o
rg
Febr
uary
1st
Chi
ef J
ustic
e A
war
d
Rec
ogni
zes
a lo
cal,
dist
rict o
r sta
tew
ide
bar
orga
niza
tion
who
se m
embe
rs h
ave
perfo
rmed
out
stan
ding
lega
l ser
vice
s or
ha
ve g
iven
out
stan
ding
sup
port
and
assi
stan
ce to
the
activ
atio
n or
mai
nten
ance
of
suc
h pr
ogra
ms
for l
ow-in
com
e pe
ople
.
http
://w
ww
.ncb
ar.o
rg/m
edia
/362
401/
ncb
a-fo
unda
tion-
pro-
bono
-aw
ard-
appl
icat
ion.
Pro
Bon
o A
ctiv
ities
C
omm
ittee
Kim
Bar
t Mul
likin
kbar
tmul
likin
@nc
bar.o
rg
Febr
uary
1st
Sm
all &
Med
ium
Law
Fi
rms
Pro
Bon
o A
war
d
Rec
ogni
zes
firm
s em
ploy
ing
few
er th
an 3
0 at
torn
eys
for t
heir
com
mitm
ent t
o th
e pr
ovis
ion
of p
ro b
ono
serv
ice.
http
://w
ww
.ncb
ar.o
rg/m
edia
/362
401/
ncb
a-fo
unda
tion-
pro-
bono
-aw
ard-
appl
icat
ion.
Pro
Bon
o A
ctiv
ities
C
omm
ittee
Kim
Bar
t Mul
likin
kbar
tmul
likin
@nc
bar.o
rg
156
Febr
uary
1st
Larg
er L
aw F
irms
Pro
B
ono
Aw
ard
Rec
ogni
zes
pro
bono
effo
rts (i
n N
orth
C
arol
ina)
from
firm
s em
ploy
ing
30 o
r mor
e at
torn
eys
in N
orth
Car
olin
a.
http
://w
ww
.ncb
ar.o
rg/m
edia
/362
401/
ncb
a-fo
unda
tion-
pro-
bono
-aw
ard-
appl
icat
ion.
Pro
Bon
o A
ctiv
ities
C
omm
ittee
Kim
Bar
t Mul
likin
kbar
tmul
likin
@nc
bar.o
rg
Febr
uary
1st
Law
Stu
dent
Gro
up
Aw
ard
Pre
sent
ed to
an
outs
tand
ing
law
stu
dent
gr
oup
who
se p
ro b
ono
proj
ect b
enef
its lo
w-
inco
me
peop
le in
Nor
th C
arol
ina.
http
://w
ww
.ncb
ar.o
rg/m
edia
/362
401/
ncb
a-fo
unda
tion-
pro-
bono
-aw
ard-
appl
icat
ion.
Pro
Bon
o A
ctiv
ities
C
omm
ittee
Kim
Bar
t Mul
likin
kbar
tmul
likin
@nc
bar.o
rg
Febr
uary
1st
Youn
ger L
awye
r Pro
B
ono
Aw
ard
Pre
sent
ed to
a y
oung
er la
wye
r who
has
m
ade
extra
ordi
nary
con
tribu
tions
by
prov
idin
g ex
empl
ary
lega
l ser
vice
s w
ithou
t a
fee
to p
erso
ns o
f lim
ited
mea
ns o
r to
char
itabl
e gr
oups
or o
rgan
izat
ions
.
http
://w
ww
.ncb
ar.o
rg/m
edia
/362
401/
ncb
a-fo
unda
tion-
pro-
bono
-aw
ard-
appl
icat
ion.
Youn
g La
wye
rs
Div
isio
nK
im B
art M
ullik
inkb
artm
ullik
in@
ncba
r.org
157
INNS OF COURT – ARTICLES AND
MATERIALS
Pages: 158-170
1
1229 King Street, Second Floor Alexandria, Virginia 22314703-684-3590 Fax 703-684-3607www.innsofcourt.org
Legal Excellence ■ Civility ■ Professionalism ■ Ethics
Excellentia
Board of TrusteesRobert K. Walsh Dean Emeritus, Wake Forest University School of LawPresident
The Honorable Donald W. Lemons Supreme Court of Virginia Vice President
Seth Goldberg, Esquire Steptoe & Johnson LLP Secretary
Frank A. Petro, Esquire Petro Cohen Petro Matarazzo Warrington Treasurer
The Honorable Thomas L. Ambro U.S. Court of Appeals, Third Circuit The Honorable W. Scott Bales Supreme Court of Arizona Walter H. Bithell, Esquire Holland & Hart John M. Bradley, EsquireJones DayMarsha E. Devine, Esquire Minnesota Office of Attorney General The Honorable Gary E. Hicks Supreme Court of New Hampshire Kim Hunter, Esquire Alameda County District Attorney’s Office Margaret E. Keane, Esquire Greenebaum Doll & McDonald PLLC The Honorable Douglas S. Lang Texas Court of Appeals, Fifth District Thomas C. Leighton, Esquire Thomson Reuters Richard H. Levenstein, EsquireKramer, Sopko & Levenstein, P.A.John C. Maloney, Jr., EsquireDay Pitney LLPPatrick M. McLaughlin, Esquire McLaughlin & McCaffrey, LLP Jan Michelsen, Esquire Ogletree Deakins The Honorable Fred K. Morrison Judicial Arbitration and Mediation Services (JAMS)The Honorable Sandra Mazer Moss First Judicial District of Pennsylvania Edward W. Mullins, Jr., Esquire Nelson Mullins Riley & Scarborough LLP Brian J. Murray, Esq Jones DayLee S. Richards III, Esquire Richards Kibbe & Orbe LLP The Honorable Henry duPont Ridgely Delaware Supreme Court John W. Robinson IV, Esquire Fowler White Boggs Banker PA Kurt Sanford, Esquire LexisNexis Richard A. Schwartz, Esquire Schwartz Junell Greenberg & Oathout LLP Kannon K. Shanmugam, Esquire Williams & Connolly LLP Lisa Sharp, Esquire McGuire Woods Kenneth W. Starr Dean, Pepperdine University School of Law The Honorable Carl E. Stewart U.S. Court of Appeals, Fifth Circuit Alan L. Sullivan, Esquire Snell & Wilmer LLP Andrew Turner, Esquire Turner Law Firm LLC The Honorable Peter D. WebsterFlorida Court of Appeals, First DistrictThe Honorable Christine M. DurhamChief Justice, Utah Supreme CourtEx Officio
Michael A. McConnell, Esquire Kelly Hart & Hallman LLP Ex Officio
BG David P. Carey, USA (Retired) Executive Director
Judge John M. Manos American Inn of Court
October 19, 2009
The Inns of Court: From the UK to the USA “The American Inns of Court, Professionalism, and the Rule of Law”
Justice Sandra Day O’Connor once observed, “Professionalism entails obligations: obligations toward other attorneys, obligations toward legal institutions, and obliga-tions to the members of the public whose interests we serve.” Nevertheless, as Justice O’Connor continued, “All too often, lawyers seem today to believe that there is no room for those who believe that practicing law carries with it such responsibilities.” She concluded that the American Inns of Court “has a crucial role to play in eradicat-ing such views.”
For nearly 29 years now, the American Inns of Court has played a steadily evolving role in reversing the decline of professionalism within the bench and bar in the United States. Together with other organizations that focus on professionalism, the Ameri-can Inns of Court has made a difference, if for no other reason than because it has generated much needed discussion and debate on the subjects of fostering civility, promoting professionalism, and improving legal skills. In fact, the singular, nonpartisan mission of the American Inns of Court is to foster excellence in professionalism, ethics, civility, and legal skills. This article describes how the American Inns of Court operates, how it has grown so quickly in number and popularity, and how it might continue to improve the quality of the legal practice throughout the United States and, thus, shore up our notion of the Rule of Law.
The Concept
The American Inns of Court is an association of lawyers, judges and other legal profes-sionals from all levels and backgrounds who share a passion for professional excel-lence. It is not a fraternal order, a social club, a course in continuing legal education, a lecture series, an apprenticeship system, or an adjunct of a law school’s program. While many of these concepts may be present to some degree, the American Inns of Court is quite different in aim, scope, and effect.
To help lawyers and judges rise to higher levels of excellence, professionalism, and ethical awareness, the American Inns of Court adopted the traditional English model of legal apprenticeship and modified it to fit the particular needs of the American le-gal system. Through the time-honored English tradition and practice of “pupillage”—the sharing of wisdom, insight and experience of seasoned judges and lawyers with newer practitioners, American Inns of Court helps lawyers to become more effective advocates and counselors with a keener ethical awareness. Of course, while many Inns have adopted the “pupilage” system, many Inns, such as Judge John M. Manos Inn, have developed their own successful practice for transmitting the values of the American Inns of Court. Whatever the practice, the Inns of Court has gained a national and international reputation as an organization that bridges the gap between formal law school education and legal practice by offering career-long continuing education in the Common Law tradition.
Membership is normally composed of the following categories: Masters of the Bench—judges, experienced lawyers, and law professors; Barristers—lawyers with some experience who do not meet the minimum requirements for Masters; Associ-
158
2
ates—lawyers who do not meet the minimum requirement for Barristers; and Pupils—law students. For some Inns, such strict categorization does not work. Some Inns have large “Master” and “Barrister” populations and small “associate” or even no “pupil” members. The basic building block of an American Inn of Court is the “pupil-lage team,” consisting of a few members from each membership category. Each pupillage team conducts one program for the Inn each year. Pupillage team members may also meet informally outside of monthly Inn meet-ings. Other Inns that do not follow the pupilage system conduct meetings centered around speakers, seminars, or other events that foster the free exchange of information about ethics and legal skills.
Through regular meetings, members build and strengthen professional relationships; discuss fundamental concerns about professionalism and pressing legal issues of the day; share experiences and advice; exhort the utmost passion and dedication for the law; provide mentoring opportunities; and advance the highest levels of integrity, ethics and civility. In this collegial environment, outside the courtroom and pressure of daily practice, members discuss legal practice, principles and methods. Academicians, specialized practitioners and comple-menting generalists provide a mix of skill, theory, experience and passion. This fluid, side-by-side approach al-lows seasoned judges and attorneys to help shape students and newer lawyers with practical guidance in how to best serve the law and seek justice.
This grass roots movement has blossomed into a structure of more than 350 affiliated, yet autonomous Inns. A large number of Inns concentrate on issues surrounding civil and criminal litigation practice, and include at-torneys from a number of specialties. However, there are several Inns that specialize in criminal practice, federal litigation, tax law, administrative law, white-collar crime, bankruptcy, intellectual property, family law, employ-ment and labor law, and even transactional law.
History of the American Inns of Court
In the 1960s, years before his appointment to the Supreme Court, Warren Burger envisioned an American orga-nization that would help lawyers improve their advocacy skills while emphasizing the importance of profession-al demeanor, integrity and ethics. He was no stranger to the history, goals, operation and impact of the English Inns of Court, and saw enormous benefits to be realized by a similar close, ongoing linkage between members of the American judiciary, practitioners and law students.
In 1977, now Chief Justice Warren Burger and other American lawyers and judges spent two weeks in England as part the Anglo-American Exchange. The members of the program were particularly impressed with the collegial approach of the English Inns of Court and with the way in which they passed on to new lawyers the decorum, civility, skills and professional standards necessary for a cooperatively functioning bench and bar.
Soon after his return to the United States, the Chief Justice initiated a pilot program, an adaptation of the English Inns system, but geared to the realities of law practice in the United States. Working with Chief Jus-tice Burger, former Solicitor General Rex Lee, and U.S. District Judge A. Sherman Christensen founded the first American Inn of Court in 1980. The Inn was affiliated with the J. Reuben Clark School of Law at Brigham Young University in Provo, Utah and consisted of 44 member judges, lawyers, professors and law students. Word of the new training model spread across the country, and soon new Inns began to appear, and the grassroots “Inns of Court movement” began to grow.
In 1985 the American Inns of Court Foundation was chartered in Washington, D.C., as a non-profit, tax-exempt corporation. The Foundation would serve as the hub for communications among the Inns, answer inquiries from the growing number of judges, lawyers and law professors, and provide the Inns with support, services and programs that as small, local groups would be beyond their individual reach.
The first Board of Trustees of the American Inns of Court was comprised mainly of the progenitors of the lo-cal Inns. That group gave great care to the growth and direction of the Inns. High on the list of priorities was adherence to the English Inns’ successful model of mentoring by experienced senior members, a focus on training and development of practice skills for newer lawyers, and of course, the amicable association among all
1229 King Street, Second Floor Alexandria, Virginia 22314703-684-3590 Fax 703-684-3607www.innsofcourt.org
Legal Excellence ■ Civility ■ Professionalism ■ Ethics
Excellentia
159
3
members, regardless of rank. This was the chord that was destined to resonate throughout the American legal community.
As other legal associations concentrated on studying the perceived problem and developing rules in an at-tempt to combat the maladies of waning professional practice standards, the American Inns of Court drew upon the wisdom and experience of seasoned practitioners to mentor, educate and inspire in its members the aspiration to a more craftsman-like application of the art and practice of law in America. Keeping this focus, the American Inns of Court soon earned a reputation as a truly unique organization.
Recent History
As early as 1983, the American Inns of Court concept was gaining widespread attention from many of the na-tion’s prominent legal institutions. An ad hoc committee, established by the Judicial Conference of the United States to study the goals and methods of American Inns, concluded that “the American Inns of Court have dem-onstrated the potential for supplying a significant new dimension to legal training”, and that “the official duties of judges are consistent with participation in an American Inn of Court.” It was to be the first formal recognition of the potential of the Inns of Court movement.
In subsequent years, similar endorsements were passed by such respected groups as the Conference of Chief Justices, the Seventh Circuit’s Committee on Civility and the American Bar Association’s Judicial Administration Division. In 1988, the American Inns of Court received the ABA’s prestigious E. Smythe Gambrell Professionalism Award “in recognition of outstanding achievement in the design and implementation of a model professional-ism program.”
Later that year, Chief Justice Burger and The Right Honourable The Lord Bridge of Harwich signed a Declaration of Friendship, a historic document on both sides of the Atlantic, fraternally linking the English and American Inns of Court. This linkage was to be of considerable benefit to the American Inns of Court and its members, by providing entrée for American Inn members visiting the London Inns, and helping to lay the groundwork for the Pegasus Scholarships and the Temple Bar Scholarships. These educational programs allow selected American lawyers to participate in valuable work-study programs in the courts, chambers and Inns of London, and allow English barristers to enjoy the same benefits in the United States.
By 1990, 124 chapters were in operation nationwide, actively involving some 8,000 judges, lawyers, professors and students of law in improving the professional skills of the bench and bar through mentoring, discussion and educational programs. The unprecedented growth evidenced not only the recognized need to raise the standards of advocacy, but also the willingness of the nation’s professionals to participate in the process.
Holding true to its commitment to provide training for aspiring lawyers, the American Inns of Court launched the Law School Project in 1994 to add mentoring and practical training of the Inns to the formal education pro-vided by the nation’s law schools. When the Law School Project ended on June 30, 1997, 114 law schools had become affiliated with the American Inns of Court program.
Beyond impressive numerical growth through the ‘90s and into the next century, the American Inns of Court experienced an increase in stature as a national organization. Highlighted by an increase in its international ex-change programs as well as programs and cooperative projects with other local, regional and national organiza-tions, the American Inns of Court secured its role as a vital force in shaping a culture of excellence in the practice of law.
Today
Today, with more than 350 active Inns and more than 100,000 active and alumni members nationwide, the American Inns of Court is exploring exciting new and innovative ways to improve the civility, ethics, skills and professional dignity of the nation’s bench and bar. Fueled by the passion and dedicated efforts of newer mem-
1229 King Street, Second Floor Alexandria, Virginia 22314703-684-3590 Fax 703-684-3607www.innsofcourt.org
Legal Excellence ■ Civility ■ Professionalism ■ Ethics
Excellentia
160
4
bers and tempered by the wisdom and experience of its elders, the American Inns of Court continue to provide a collegial forum for study, discussion, inspiration and training for a growing number of legal professionals.
Continuing to pursue a more active involvement with the entire legal profession, the American Inns of Court has greatly increased its cooperative involvement with other legal organizations. Through local, regional and na-tional participation in various bar associations’ meetings and events, valuable alliances have been forged to the mutual benefit of the groups involved. Inns across the nation have traditionally put forth special efforts during the Law Day celebration spearheaded by the American Bar Association.
In keeping with its mission to foster professional excellence through mentoring, a key component is recog-nizing those judges and lawyers whose professional lives evidence civility, competence and ethical attitudes worthy of emulation. In addition to the prestigious A. Sherman Christensen Award and Lewis F. Powell, Jr. Award, and the Sandra Day O’Connor Award presented annually at the Foundation’s Celebration of Excellence at the United States Supreme Court, the American Inns of Court has been honored since 1996 to present Professional-ism Awards in each participating federal circuit as a part of their annual judicial conferences. Also, the Warren E. Burger Prize is presented annually to the winner of a legal writing competition, designed to promote outstand-ing scholarship on the practical application of professionalism in the American legal community.
The Future
A nexus clearly exists between lawyer behavior and the promotion and protection of the Rule of Law. Ethical breaches, incivility, discourteous treatment, disrespect toward judges, and failure to show concern for legal insti-tutions undermine our system of laws. When lawyers forget their obligations to make the system work, the loser is the Rule of Law. Because of the relationship between professionalism and the American system of the Rule of Law, efforts of organizations like the American Inns of Court take on a special urgency.
The American Inns of Court is committed to raise the bar of professionalism in the United States because of a strong belief that the Rule of Law depends upon an honorable legal profession to guarantee respect for our vital legal institutions. Professionalism, mentoring, and ethical behavior are essential to maintaining the Rule of Law because it is only through adherence to these high ideals that the American public will rightly believe in the importance of our commitment to justice. Society’s need for a credible system of justice and reliance upon the Rule of Law are too important to neglect the need to nurture professionalism among members of the profes-sion charged with its protection and preservation.
While the reach of the American Inns of Court has expanded, the number of lawyers in the United States has likewise expanded to nearly one million. Leaders of the American Inns of Court movement firmly believe the more lawyers are connected to the Inns movement, the more effectively its mission and values will spread to positively influence all members of the profession. The resurgence of professionalism must be a nationwide phenomenon. It is not enough that there are “pockets of professionalism” scattered throughout our national legal landscape.
Growth of professionalism movements like the American Inns of Court is vital to the future of the legal profes-sion. Restored professionalism must precede and strengthen the practice of law. We reclaim our noble profes-sion with small, meaningful steps. If enough motivated lawyers band together to elevate the level of profession-alism in this country, those steps might well beget giant strides. The Rule of Law itself may well depend upon our progress.
David P. CareyBrigadier General, U.S. Army (Retired)Executive Director, American Inns of [email protected]
1229 King Street, Second Floor Alexandria, Virginia 22314703-684-3590 Fax 703-684-3607www.innsofcourt.org
Legal Excellence ■ Civility ■ Professionalism ■ Ethics
Excellentia
161
162
163
164
American Inns of Court
North Carolina
The Chief Justice William H. Bobbitt American Inn of Court Charlotte, NC President: Lex M. Erwin, Esq. Erwin Bishop Capitano & Moss PA 4521 Sharon Rd Ste 350 Charlotte, NC 28211 (704) 716-1200 [email protected] The Chief Justice Joseph Branch American Inn of Court Winston-Salem, NC President: W. Thompson Comerford, Jr., Esq. Comerford & Britt LLP 250 W First St Ste 200 Winston Salem, NC 27101-4055 USA (336) 631-8510 [email protected] The Craven-Everett American Inn of Court Durham County, NC President: Thomas R. West, Esq. North Carolina Independent Colleges & Universities 530 N Blount St Raleigh, NC 27604 USA (919) 832-5817 [email protected] The Guilford American Inn of Court Greensboro, NC President: Robert C. Cone, Esq. Tuggle Duggins PA PO Box 2888 Greensboro, NC 27402-2888 (336) 271-5230 [email protected] The Harry C. Martin American Inn of Court Asheville, NC President: Joseph P. McGuire, Esq. McGuire Wood & Bissette PA PO Box 3180 Asheville, NC 28802 (828) 254-8800 [email protected]
165
1
StrategicPlan
Vision: The Vision of the American Inns of Court:A legal profession and judiciary dedicated to professionalism, ethics, civility and excellence.
Mission: The Mission of the American Inns of Court:The American Inns of Court inspire the legal community to advance the rule of law by achieving the highest level of professionalism through example, education and mentoring.
Goal:To promote a high quality member experienceA. Identify the earmarks/components of a high quality
member experience and determine how to assess whether an Inn is providing this experience to its members.
B. Empower and enable local Inns to provide a high quality member experience.
Goal:To have a greater impact on the profession.A. Identify opportunities to expand and increase
membership in Inns.B. Assess and re-define the American Inns of Court’s relationship
with law schools for the purpose of increasing student and faculty awareness of and involvement in the Inns of Court.
C. Develop strategies to recruit and retain judges at all levels.D. Re-engage the alumni in the strategic planning and goals
of the American Inns of Court. E. Develop new programs and expand existing programs
to use the American Inns of Court Foundation’s national and international reach to make a greater impact on the profession.
Goal:To be a primary resource for mentoring and education focused on professionalism, which includes ethics, civility, and excellence.A. Have more Inns of Court with mentoring programs.B. Assist new lawyers in finding a mentor.C. Encourage more education opportunities focused on
professionalism for small firm lawyers, solo practitioners and other underserved areas of the profession.
D. Expand our branded program offerings to non-members.
Goal:To be widely recognized as a leader in promoting professionalism, which includes ethics, civility and excellence .A. Have a clearly defined brand.B. Communicate our brand widely and consistently.C. Partner with other national legal organizations to promote
professionalism.D. Increase the visibility of the American Inns of Court by
developing an organizational communications plan.
Goal:To have effective ongoing communications with members and alumni of the American Inns of Court.A. Analyze current communication methods, and the relative
effectiveness of each of those methods.B. Develop a plan for improving communications generally,
and incorporate improved communications into the ongoing operations of the organization, including each of its programs and services.
C. Establish a clear methodology for ongoing evaluations of the effectiveness of communications.
Goal:To establish a highly effective governance structure and culture.A. Define and implement the ideal board of trustees for the
future of the American Inns of Court.B. Implement a strategic, efficient and effective
committee structure.C. Review board member, officer and staff roles.D. Implement a continuing board and staff
education program.
Goal:To grow and diversify AIC revenue streams.A. Create a permanent capital development structure.B. Implement the permanent capital development structure.
166
Legal Excellence ■ Civility ■ Professionalism ■ Ethics
225 Reinekers Lane, Suite 770 Alexandria, Virginia 22314703-684-3590 Fax 703-684-3607www.innsofcourt.org
What the American Inns of Court Foundation Does For Your InnConceived by Chief Justice Warren E. Burger, the first American Inn of Court was founded in 1980. The American Inns of Court Foundation was established in 1985 as a 501(c)(3) organization, to support Inns and further our shared vision of a legal profession and judiciary dedicated to professionalism, ethics, civility, and excellence.
The core function of the Foundation is to promote, establish and charter American Inns of Court throughout the United States, assist and strengthen existing Inns, foster communications between Inns, and to act as the representative of Inns nationally and internationally. Our staff meets and engages regularly with Inn leaders to facilitate regional meetings, enhance Inn operations, develop programs, assist with the Achieving Excellence program, and to provide technical assistance, answers, support, and recommendations to Inn leaders and members.
Here is a snapshot of the services that we provide to your Inn, to your Inn leaders and administrators, and to you as an American Inn of Court member:
For Inn Leaders:• Electronic access to more than 1,750 quality program offerings at no cost, through the national Program Library—
which includes many award-winning programs
• Chapter Relations Directors (CRDs), who work with you personally as an Inn leader, to meet the needs of your Inn—from training to finding programs, to managing your budget and meeting attendance. These directors meet face-to-face with Inn leaders and visit Inns regularly
• Regional Leadership Summits, planned and managed by your CRD, to bring you together with other Inn leaders to exchange ideas and best-practices
• Online leadership resources on our website at www.innsofcourt.org, including our Model Mentoring Program
• InnSight, the monthly hot topic e-newsletter for Inn officers, administrators, and program chairs
For Inn Administrators:• IRS group tax exemption status under the umbrella of the Foundation
• General liability and umbrella insurance policies including host liquor liability coverage through the Foundation
• A Chapter Management System, hosted websites and listservs, along with other administrative tools
• Sample documents and recommendations for bylaws, budgets, and membership forms to assist in day-to-day Inn operations
• Complimentary website portal for your Inn, linked through the American Inns of Court website
For Inn Members:• The Bencher magazine with articles on professionalism, ethics, other timely topics, news of your Inn, program
spotlights, and inspiring profiles in professionalism
• Free access to more than 1,750 quality programs in the national program library
• An online Membership Directory to network with Inn members across the country
• Exclusive eligibility for Pegasus Scholarships, as well as the Sandra Day O’Connor and A. Sherman Christensen awards, presented annually at the Supreme Court of the United States
• Leadership training, program development resources, administrative assistance, and face-to-face support, which make your Inn strong and successful
• Letters of introduction facilitating visitation to the English and Irish Inns
• The Alumni Association—receive The Bencher and half of your dues is remitted back to your former Inn
What AIC Does for Your Inn_Dunn.indd [REV 2/2016]
167
2 The Bencher ◆ September/October 2008
P r e s i d e n t ' s M e s s a g e By Dean Rober t K. Walsh
This issue of “The Bencher” focuses on the important issue of civility. In addition to providing mentoring in ethics, professionalism, and the highest customs of the legal profession, the establishment of a local American Inn of Court chapter in an area has one other great benefit impacting civility: collegiality at the bar. In the Taming of the Shrew, Shakespeare said: “Do as adversaries do in law, strive mightily, but eat and drink as friends.” One great advantage that our British counterparts enjoy is that their trial lawyers practice in a smaller bar and come from one of the four Inns in the city of London in a country with most of its population within 250 miles of London.
As a young lawyer, I was a litigator in a very large metropolitan area in the late 1960's and early 1970's. Most lawyers who have practiced for approximately the same amount of time would say that collegiality and civility at the bar were greater during those years. Because of where I practiced, that was not my experience. During the 1980's, between deanships, I was a litigator in the much smaller city of Little Rock, Arkansas. I found that the smaller community in the 1980's was a more civil and collegial time. Even though Little Rock surpassed 1,000 lawyers while I practiced there, those who did the same type of litigation I did constituted a smaller group. Lawyers on the on the other side of a case knew that they would probably be seeing you or your partners in future litigation and also got to know you as people.
One effect of establishing a local Inn of Court in an area is to get together lawyers on different sides of the bar in a collegial setting. At meetings of the local Inns, lawyers and judges meet together in an atmosphere that makes for a cooperative functioning bench and bar, getting to know each other personally and avoiding the anonymity that helps breed incivility. It is harder to be uncivil to someone that you really know.
I believe that the American Inns of Court movement has done much over its 28 years of existence to contributing to greater civility in the American bar. We now have 362 local Inns in 50 states plus the District of Columbia with over 26,000 active members. In addition we have over 76,000 alumni members, so that slightly over 100,000 lawyers and judges have been members of a local Inn. However, this is only about 10% of the lawyers in America. We need to do more.
Several years ago, I wrote an article for a law review about being a law school dean. One of my sections was titled: "The Dean as Evangelist." As the brand new president of the American Inns of Court Foundation, I want to act as an evangelist once again. I want each of you reading this article who are already a part of the American Inns of Court movement to work with me to establish more local Inns and touch more lawyers.
There are cities, both major and midsize, that have more than enough lawyers and judges to have more local Inns in the area. Moreover, as the practice of law has become more specialized, we have a number of specialized Inns around the country, including in the following areas:
If you are interested in starting a specialty Inn, we can put you in touch with a local leader in an exemplar local Inn in your practice specialty.
Until recently, all of our American Inns involved advocacy in some form of dispute resolution, whether in a court or administrative agency. However, in the past year, we have chartered our first transactional Inn in New Jersey. As much as litigators, transactional lawyers are interested in civility and in mentoring young lawyers in the highest values of the legal profession. This transactional Inn was formed very carefully and its leaders are a great source of information, forms, and suggestions for forming other transactional Inns around the country.
The national office of the American Inns of Court Foundation has great resources to aid in establishing new local Inns. We have regional directors covering the Northeast, Southeast, Midwest, and West that work with existing local Inns and help lawyers and judges interested in forming new ones. I hope that many of you will consider working with us and starting new Inns in your area. If you are interested please contact your regional director at the Foundation office at 703-684-3590:
You can make a difference to the professionalism of the next generation of lawyers by participating in starting a new local Inn of Court.
Administrative/Regulatory, •Alternative Dispute Resolution, •Appellate, •Bankruptcy, •Commercial Litigation, •Criminal, •Environmental, •
Family, •Intellectual Property, •Labor/Employment, •Military, •Pro Bono, •Tax•
Phyllis Doak Director of Chapter Relations, Midwest Region (Fifth, Seventh, Eighth Circuits) [email protected] Ext. 110
Pam Wittmann, CAE Director of Chapter Relations, Southeast Region (Fourth, Eleventh, D.C. Circuits) [email protected] Ext. 101
Caryn Worcester Director of Chapter Relations, Western Region (Ninth, Tenth Circuits) [email protected] Ext. 220
Members in the First, Second, Third Circuits Interim contact: Pam Wittmann
Members in the Sixth Circuit Interim Contact: Phyllis Doak
168
TALKING POINTS • THE AMERICAN INNS OF COURT IS A NATIONAL ORGANIZATION WITH A NATIONAL FOCUS ON A
LEGAL PROFESSION AND JUDICIARY DEDICATED TO PROFESSIONALISM, ETHICS, CIVILITY AND EXCELLENCE
• OUR MISSION – AT THE LOCAL INN LEVEL AND THE NATIONAL LEVEL – IS TO INSPIRE THE LEGAL COMMUNITY TO ADVANCE THE RULE OF LAW BY ACHIEVING THE HIGHEST LEVEL OF PROFESSIONALISM
• THE BOARD OF TRUSTEES FOCUSES ON:
o OUR PROFESSION AS A WHOLE, AT THE NATIONAL LEVEL. WE ARE PRIVILEGED TO PRACTICE LAW – AND IT IS CRITICAL THAT PUBLIC RESPECT FOR AND TRUST IN THE LAW REMAIN STRONG. WE ARE A NATION FOUNDED ON THE RULE OF LAW AND IT IS OUR RESPONSIBILITY, AS LAWYERS AND JUDGES, TO KEEP THAT FOUNDATION STRONG.
o PROVIDING SUPPORT AND RESOURCES TO YOUR INN, YOUR INN LEADERS, YOUR INN ADMINISTRATOR AND TO YOU – TO MAKE SURE YOU HAVE A STRONG AMERICAN INN OF COURT AND A STRONG INN EXPERIENCE
• OVER THE LAST 18 MONTHS, THE BOARD HAS CREATED AND IMPLEMENTED A NEW STRATEGIC PLAN AND APPROVED A SUPPORTING OPERATIONAL PLAN – FOCUSED BOTH NATIONALLY AND LOCALLY. WE WANT TO EXPAND THE NUMBER OF INNS, AND INN MEMBERSHIP; KEEP JUDGES INVOLVED WITH INNS OF COURT; INCREASE OUR CONNECTION WITH LAW SCHOOLS; BROADEN OUR MENTORING OPPORTUNITIES; OFFER MORE TO SMALL FIRM AND SOLO PRACTITIONERS – AND ENSURE THAT WE CONTINUE TO DO ALL THAT WE DO NOW – LEADERSHIP SUMMITS, ASSISTANCE FROM YOUR CHAPTER RELATIONS DIRECTOR, NEWSLETTERS, THE BENCHER, HOSTING YOUR INN’S WEBSITE, FILING YOUR INN’S TAXES UNDER OUR UMBRELLA, FACILITATING ENLISH INN VISITS, SENDING YOUNG INN MEMBERS TO ENGLAND ON THE SIX WEEK PEGASUS SCHOLARSHIP, RECOGNIZING PROFESSIONALISM ACROSS THE COUNTRY WITH CIRCUIT AND NATIONAL AWARDS, AND SO MUCH MORE.
• WE HAVE ALSO ESTABLISHED A GOVERNANCE TASK FORCE TO REVIEW OUR GOVERNANCE STRUCTURE AND CULTURE WITH AN EYE TOWARD DEFINING AND IMPLEMENTING THE IDEAL BOARD OF TRUSTEES FOR THE FUTURE OF THE AMERICAN INNS OF COURT AND A CAPITAL DEVELOPMENT TASK FORCE TO GROW AND DIVERSITY AIC REVENUE STREAMS.
• I’D LIKE TO ENCOURAGE YOU TO DO THREE THINGS o ENGAGE, SPREAD THE WORD, SET THE EXAMPLE. CIVILITY AND PROFESSIONALISM
BREED CIVILITY AND PROFESSIONALISM.
o SERVE. LEAD IN YOUR INN, SERVE ON A COMMITTEE AT THE NATIONAL LEVEL, COMPETE FOR NATIONAL BOARD SERVICE.
o PARTICIPATE IN OUR GREAT PROGRAMS. NOMINATE SOMEONE FOR A CIRCUIT OR NATIONAL AWARD….APPLY TO BE A PEGASUS SCHOLAR……COMPETE FOR THE BURGER WRITING PRIZE….WRITE AN ARTICLE FOR THE BENCHER.
169
NOTES: Dues: Dues to national are $85 per member per year, effective 1 July 2016. Dues were raised for the first time in 7 years, from $75 to $85 to account for inflation. Your individual dues, above the $85, are set by and go to your local Inn. Chapter Relations Directors: Work with Inn leaders personally to meet the needs of your Inn. They will train you on the Chapter Management System, help you find programming, assist you with budgeting and meeting attendance – whatever you need. The Pegasus Scholarship Program: Open to Inn members with 5 years or fewer in practice. This is a six-week scholarship to London to learn about the English legal system. We send two scholars each year, and in return, host two English scholars in the United States. English and Irish Inn Visits: We provide letters of introduction for Inn members who wish to visit an English Inn while in London. We also work with Inns to facilitate multi-member visits to London, and every few years we host a full-blown Amity visit to London. National Awards and Circuit Professionalism Awards: You must be an Inn member to be eligible for the Sandra Day O’Connor Award (for professional service) and the A. Sherman Christensen Award (distinguished service to the American Inns of Court). Inn members are, of course, also eligible for the Lewis F. Powell, Jr. Award (for professionalism) as well as the Circuit Professionalism awards and are encouraged to write for the Burger Prize. National Award recipients are recognized annually at the Celebration of Excellence hosted by a Justice at the Supreme Court of the United States. Achieving Excellence: A program designed to capture the best practices in Inn management, Inn programming, etc. Platinum Inns may send two representatives to the Celebration of Excellence. Leadership Summits: Inn leaders and Inn members are encouraged to take advantage of leadership summits which are designed to encourage Inns to share best practices. Program Awards: An annual program designed to recognize the best in programming that the American Inns of Court has to offer. Program Library: Programs are catalogued in our program library and Inns are encouraged to take advantage of the library as a starting point for their programs. Membership Directory: Members have access to the national membership directory to network with Inn members across the country The Bencher Magazine: Six issues per year, mailed or provided electronically to each active member. InnSight: The monthly leadership newsletter Insurance/Taxes/website portal: Your Inn has general liability and umbrella insurance including host liquor liability through AIC, and IRS group tax exemption status under AIC’s umbrella. In addition, AIC hosts your local Inn website.
170
DISTRICT COURT 50TH
ANNIVERSARY
Pages: 171-176
January 21, 2016 Board of Governors North Carolina Bar Association 8000 Weston Parkway Cary, North Carolina 27513 RE: 50th Anniversary of District Courts in North Carolina Dear NCBA Board Member, This year marks the 50th anniversary of the creation of District Court and the unified court system in North Carolina. In celebration of this important milestone, the District Court 50th Anniversary Committee is encouraging local bars to host at least one event this year within your judicial district in recognition of the anniversary and to assist in educating the public as to the importance of the District Courts to our system of justice. As you are well aware, District Courts play a vital role in the administration of justice in North Carolina. Currently there are 270 elected District Court Judges. In fiscal year 2014-2015, District Courts statewide disposed of 2,588,957 cases ranging from complex domestic cases to minor traffic offenses. District Court is considered by many as the face of the court system in North Carolina since it is the level of court most likely encountered by the average citizen.
While plans are currently underway for various events and activities throughout the year, recognition on a local level is in many ways more meaningful. As a local bar leader, your involvement and leadership in this initiative is vital to its success. As such, the 50th Anniversary Committee is respectfully requesting that you assist by working with your local bar presidents and Chief District Court Judge to organize an appropriate celebratory or educational event within your local judicial district.
For informational purposes, you will find attached a very brief description of the events surrounding the creation of District Court and the unified court system. You will also find
171
attached a list of suggested ways that your local bar might recognize this important event. Obviously, this list is not exhaustive but is provided only to assist as a starting point in exploring the various options. In addition, the 50th Anniversary Committee is happy to assist you in any way possible. Should you have any questions or need additional information, please do not hesitate to contact me at 919-792-4817 or [email protected].
On behalf of the N.C. Association of District Court Judges and the 50th Anniversary Committee, I want to thank you in advance for your serious consideration of this request and your assistance in this most worthwhile endeavor.
With warmest regards, I remain
Sincerely, Judge Robert B. Rader, Chair District Court 50th Anniversary Committee Cc: The Honorable Athena Brooks Chief District Court Judge, District 29B President, N.C. Association of District Court Judges
172
This year marks the 50th anniversary of the creation of District Court and the unified court system in North Carolina. In order to appropriately commemorate this historic milestone, the Board of Governors of the N.C. Association of District Court Judges established the District Court 50th Anniversary Committee in 2015. Since its inception, the committee has worked diligently to develop and implement a strategic plan which is designed to accomplish a host of objectives including: publicizing the work of the court, educating the public on the importance of the Rule of Law in society and the role of the District Courts in our judicial system, creating historic resources related to District Court, promoting civics education in the schools, encouraging local celebrations and honoring those who have served as the District Court Judges over the years.
The year began with Chief Justice Martin unveiling the new Judicial Branch Seal
and the seal for District Court with the 50th Anniversary banner. With assistance from the Administrative Office of the Courts, various brochures and print material were created incorporating the 50th anniversary theme. These materials were distributed to District Court Judges and Clerks of Court throughout the state. In January, packets were sent to all State Bar Councilors and local bar presidents encouraging their involvement and leadership in organizing appropriate celebratory and educational events in the various local judicial districts across North Carolina. The first such event was held in Roxboro (Judicial District 9A) on the evening of March 21st when the Roxboro Kiwanis Club hosted a dinner honoring local court officials. Plans are currently underway for similar events throughout the year in various local districts.
In commemoration of the 50th anniversary, the N.C. State Bar on March 16th
published an article by attorney and former UNC School of Government professor Michael Crowell on The Origins of North Carolina District Court. The article traces the creation of the court from the work of the Bell Commission in the mid-1950s through the Constitutional Amendment of 1962, the work of the N.C. Courts Commission and the Futures Commission. A subsequent article by Professor Jim Drennan will also be published in forthcoming months in the State Bar Journal which looks at the evolution of District Court over the past fifty years and changes that have impacted the court. The article also explores what the future holds for the court. Articles are also in the works to appear in the N.C. Bar Association’s flagship publication NC Lawyer commemorating the 50th anniversary of District Court.
Chief District Court Judge Robert Stiehl of Cumberland County is leading efforts
to develop a model presentation for use by Judges and lawyers who speak to school groups and civics club about the courts. On May 6th the N.C. Bar Association will focus their annual Law Day Ceremony in part on the 50th Anniversary of District Court. The
District Court Begins 50th Anniversary Celebration
By Judge Robert B. Rader
173
prestigious Liberty Bell Award will be presented at that time to former Chief District Court Judge Beth Keever for her many years of service and dedication to the courts. As you can see, the many projects, events and activities are too numerous to mention; however, suffice it to say that the District Court 50th Anniversary Committee has been hard at work. The committee will continue to work closely with the Celebrate NC Courts Committee to coordinate with the planning for other historic anniversary celebrations within the Judicial Branch during the next four years. For more information, visit www.Celebrate.NCcourts.org.
174
175
176
Chapter 5
Level Up
Leadership
Joy Ruhmann
© Level Up Leadership, Inc. All Rights Reserved 2010-2016 Page 1
Motivation Matters: Understanding the Passions that Drive Us
No matter where you turn in the research on leadership effectiveness one characteristic that all highly effective leaders possess is self-awareness. In fact, a study conducted at Harvard revealed that all effective leaders have the following core strengths:
They know themselves - their strengths and their vulnerabilities, They understand and read other people well, and They adapt to others in ways that create win-win for all involved.
Each of these core strengths can be enhanced in multiple ways. The simplest and quickest of which is through the receipt of some form of feedback. Feedback is available in multiple ways, two of which include:
The use of some form of multi-rater, 360°feedback process where you receive feedback from your boss, your co-workers and/or your direct reports. Unfortunately, feedback from others, even in the form of an anonymous 360°, can be impacted by several things. The most common is personal bias. In all that we do, we bring our own personal bias to the “equation”. Additionally, some individuals are uncomfortable providing open and candid feedback either because they tend to be too nice, conflict avoidant or they have a fear of retribution or retaliation.
A second method for receiving feedback is through the use of some form of personal assessment. A strong suite of personal assessments can be very effective in providing greater insight into your behavioral preferences, your passions (what we are reviewing today), and your key decision making style.
© Level Up Leadership, Inc. All Rights Reserved 2010-2016 Page 2
Our Passions profile, one of three assessment tools our clients use for hiring and selection and professional development is based on the research of Dr. Eduard Spranger and Gordon Allport. Both, throughout their lifetime, were driven to understand what motivates people to do the things they do, to invest their time, talent and energy into what they are most interested in.
Through their combined research, Spranger and Gordon identified seven dimensions of “value” that help us understand the reasons that drive individuals to utilize their talents in the unique ways they do. The report provided during this program is designed to help you understand your motivators and drivers and provides insight into how you can maximize your performance by achieving better alignment and passion between what you do and what you love.
© Level Up Leadership, Inc. All Rights Reserved 2010-2016 Page 3
Should we protect wildlife at the expense of a person’s vocation? Should we spend a larger portion of our tax dollars on education or the
military? What percent of our tax dollars should go to social programs and which
ones? Should a female be allowed to play football as a kicker on an all-male
team? In high school? In college? In the pros? Should an organization be allowed to change the retirement benefits
that were promised after the people have retired? Should the federal government spend any of your tax dollars on
support of “the arts”? Should “The Ten commandments” be allowed to hang on the wall of a
federal courtroom?
Passions differ for each of us based on our unique life experiences. That diversity is valuable and critical to success for all organizations and in all areas of our lives. No passion is “better” than another and our passions can change over time. This change occurs through a slow process or can occur as the result of a life changing event like winning the lottery or, more commonly a significant life event such as marriage, divorce, or a personal or family illness.
Passions can also be a source of conflict. Passion related conflicts can exist between people or between a person and their job. Our passions can interact with one another to create both synergy and internal conflict.
What’s behind our passions? Our passions develop over our lifetime based on our unique life experiences. They provide the logic for the ways in which we prioritize the use of our time, talents and resources. They give us a sense of satisfaction. Our passions help drive our personal decisions on questions such as:
© Level Up Leadership, Inc. All Rights Reserved 2010-2016 Page 4
An Overview of Our Passions
Our Passions influence our behaviors and actions and often serve as hidden
drivers of performance. When the work we do is in alignment with our
personal passions, we are more satisfied, more engaged and more productive
every day. Misalignment between how our passions and how we spend our
time can result in increased fatigue, reduced drive and when taken to the
extreme to psychological and physiological issues.
Provided below is a brief overview of the seven key passions that drive our
decisions, behaviors and actions.
© Level Up Leadership, Inc. All Rights Reserved 2010-2016 Page 5
The Aesthetic Passion
What they bring to the team:
Examples along the Aesthetic Continuum:
Goal: The drive to achieve balance, harmony and find form and beauty
Passions: Artistic expression
Harmony. Balance
Form over function Mutual respect Creativity Self-fulfillment Subjectivity Beauty
Individuals that rank this passion high are driven by the need to achieve balance and harmony and/or to find and express oneself. They are often involved in artistic pursuits, activities that support the environment or opportunities for self-improvement.
High – Need for form, harmony and beauty within and without, extending to clothes, surroundings and environment.
Average – Situational only; does not extend to the totality of their life.
Low – The aesthetic point of view leaves them indifferent, maybe even cold or they may feel negatively toward this view.
Very High – A monk or priest who can’t step on an ant because it is alive. High – A performer or restaurateur Average - Respect for the environment and possibly a hobby they love. Low - Can see beauty but does not really value it or care to play with it. Very Low - Someone dress them PLEASE!!
© Level Up Leadership, Inc. All Rights Reserved 2010-2016 Page 6
The Economic Passion
What they bring to the team:
Examples along the Economic Continuum
Goal: To gain security from economic gain, and to achieve practical returns
Passions: Practical returns Monetary interests Efficiency Utility Production Capitalism Maximizing gains Results
Individuals with this passion are driven by the need to gain from the investment of their time talents and other resources, a desire to achieve practical returns and a motivation for security from economic gain. The preferred approach to work is highly professional, with a focus on bottom line results.
High – Many actions are driven by investment and return on their time, talent and financial resources.
Average – Practical mind-set that looks for return on investment in specific arenas.
Low – May feel uncomfortable with people who always focus on ROI. May not learn from mistakes or see the consequences of their actions
Very High – Driven by consequence and outcomes; strong need to justify everything. High – Typical business executive who feels that time is worth money and companies need profits. Average – Understands the consequences of decisions and actions. Low – May not always think of the consequences of their actions. Very Low - Often repeats the same mistake many times.
© Level Up Leadership, Inc. All Rights Reserved 2010-2016 Page 7
The Individualistic Passion
What they bring to the team:
Examples along the Individualistic Continuum:
Goal: The need to be seen as unique, independent, and to stand apart from the crowd. This is the drive to be socially independent and have opportunity for freedom of personal expression. Passions: Uniqueness Independence Special, Free Autonomous Relevant, Sovereign Self-governed
Individuals with this passion are driven by the need to be seen as unique, independent and to stand apart from the crowd. They are driven to be socially independent and want opportunities for freedom of personal expression.
High – A passion to control their own destiny. Average – Are able to balance the needs of
both what they need and want and what others need and want.
Low – Depending on their other passions, they are more likely to sacrifice self for others or for the team.
Very High – Driven by attention, fame and to set themselves apart, even sometimes at all costs. High – A specialist in any field that wants to be known for being different or the best. Average – Understand the balance between the needs for self and needs of others. Low – May sacrifice own needs to meet the needs of others. Very Low - A Navy Seal who willingly gives his or her life for the service of others.
© Level Up Leadership, Inc. All Rights Reserved 2010-2016 Page 8
The Political Passion
What they bring to the team:
Examples along the Political Continuum:
Goal: The drive to be seen as a leader and to have influence over one’s environment or success. Competitiveness is often associating with those scoring high in this motivation. Passions: Power, Control, Influence Governing power Leadership, Authoritative Competitive Accountable Status and esteem
Individuals with this passion are drawn to roles where they are seen as a leader, have influence, and control over their environment and success. High levels of competitiveness are often association with those scoring high on this passion.
High – Strong leader, able to take control of a variety of initiatives and maintain control.
Average – Will take the lead in specific situations (often dependent on other key passions).
Low – Will be supportive of the efforts of the team.
Very High – Driven to be in charge; will often run for political office. High – Typically members of an executive team. Average – Comfortable with leading others, but not out to lead the greater organization. Low – Little to no desire to be in charge, will typically mentor people rather than take the lead. Very Low - Will avoid any form of confrontation.
© Level Up Leadership, Inc. All Rights Reserved 2010-2016 Page 9
The Altruistic Passion
What they bring to the team:
Examples along the Altruistic Continuum
Goal: The drive to benefit others in a humanitarian way. They have a genuine sincerity to help others and give of their time, resources and energy in the aid of others. Passions: Giving of self Support of others People orientation Helping. Caring Improving society Generosity Selflessness Compassion
This passion can best be explained as the satisfaction one feels after helping others in a humanitarian sense. There is a genuine sincerity in this dimension to serve others and to give of one’s time, resources and energy in support of others.
High – A passion to better humanity, investing their talents and resources in helping the world become a better place.
Average – Assisting others only situationally such as addressing family needs or specific causes their families have been touched by.
Low – May react negatively to social causes believing them to be a waste of resources and time.
Very High – Driven to help like Mother Teresa, actively give of their time, money and resources in service to others.
High – Works in roles connected to service like teachers, nurses, firefighters, emergency medical technicians.
Average – Recognize the need to serve others, and will do so situationally based on drive from other passions.
Low – Only open to helping based on persuasion from others. Again, highly driven by other passions.
Very Low - Do not choose to serve, or expect to be served.
© Level Up Leadership, Inc. All Rights Reserved 2010-2016 Page 10
The Regulatory Passion
What they bring to the team:
Examples along the Regulatory Continuum
Goal: The drive to establish order, routine and structure. Those with this passion want to promote rules and policies, a traditional approach and security through standards and protocols. Passions: Systemic, Governed
Orderly, Structured Traditional Regulated Principled Focused
High – Sees rules and routines as the key to consistent results; typically structured, ordered and concise, supporting a more traditional approach to work and life.
Average – Often do not have a set systems for living and may be in the process of investigating/evaluating more routines
Low – Often reacts negatively to others who follow the “book” rigidly.
Very High – Often work to make others believe with coercion, sometimes even force, like leaders of cults and highly structured religions.
High – Ministries, priests, monks working with others to grow their faith.
Average – Appreciate a strong sense of order and tradition.
Low – Not sold that there is only way to do things.
Very Low - Can actively rebel against their view of “the system”, challenging ideals and “expected” ways to approach life.
This passion is about the drive to establish order, routine and structure in their work and life. They are highly motivated to promote rules and policies, approaching work with a traditional approach to problem solving. They seek security through standards and protocols.
© Level Up Leadership, Inc. All Rights Reserved 2010-2016 Page 11
The Theoretical Passion
What they bring to the team:
Examples along the Theoretical Continuum
Goal: To understand, gain knowledge, or discover the “truth”. Their motivation can often be to gain knowledge for knowledge sake. Rational thinking, reasoning and problem solving are important those with this passion. Passions: Rational, Objective Fact-based Discovering the truth Learning Solving problems Intellectual power Analyzing Clarifying
Very High – Born genius, simply can’t learn enough, does not read fiction, only materials from which they can learn, highly intellectual.
High – Professors seeking to find new answers to old questions.
Average – Willing to learn new things and read up on a topic as a means to fulfilling another passion (means to an end)
Low – Will learn only when necessary. Prefers an outline, bullet points and ways to focus only on what’s important. o
Very Low – Only interested in the cliff notes.
The passion to understand, gain knowledge, or discover the “truth”. People who rate this passion highly will often seek knowledge simply for the sake of knowledge. Rational thinking and intellectual pursuits are important to those with this dimension.
High – Greatly enjoys discovering, understanding and ordering knowledge.
Average – Their drive for knowledge is situational often serving as a means to an end.
Low – Is often negative or indifferent to gaining knowledge and discovery of truth. Will tune out discussions of details. Their desire to learn is highly situational.
© Level Up Leadership, Inc. All Rights Reserved 2010-2016 Page 12
Summary of the Passion Highs and Lows
Aesthetic Passion
Creative Open Practical
Economic Passion
Drive to Excel Satisfied Present Focus
Individualistic Passion
Independence Secure Sacrifice
Political Passion
Control Mentor Yielding
Altruistic Passion
Regulatory Passion
Theoretical Passion
Service to Others Contribute Intentional / Self-Driven
Safety/Rules/Routine Flexible Independent/Variety
Need to Know Cliff Notes, Please Bullets Only
© Level Up Leadership, Inc. All Rights Reserved 2010-2016 Page 13
Sources of Conflict: According to www.dictionary.com, the definition of the word “conflict” as a
verb is:
To come into collision or
disagreement;
To be contradictory;
At variance, or in opposition;
To clash:
Conflict occurs between individuals for countless reasons, some easily
understood and recognized and others that are more difficult to identify and
recognize.
A significant source of conflict between individuals in all walks of life is a
difference in their perspective on the rankings of the seven passions.
Passion differences can be intra-passion conflicts and inter-passion conflicts.
Inter-passion conflicts are the most easily understood because one individual
values one or more of the seven passions highly and another is indifferent to
that same passion. A visual representation of this type of potential is for this
type of conflict is:
© Level Up Leadership, Inc. All Rights Reserved 2010-2016 Page 14
Conflicts Between the Different Passions We often refer to conflicts between the different passions as intra-passion
conflicts. These conflicts are often more difficult for people to understand as
they are a function of a differences in how they view what’s important to one
another and how they will, in turn, spend their time. They can also exist either
intra-personally or inter-personally.
Source of Conflict:
Experience vs. Getting Results
Source of Conflict: Focus on Self vs. Focus on Others
Source of Conflict: Desire for Independence vs.
Desire for Safety and Routine
Source of Conflict: Drive for Power vs.
Drive to Excel
Chapter 6
Tech Tips
Joyce Brafford
Chapter 7
Bar Leadership With an
Inclusive Perspective:
Leading Four
Generations
Mark Merritt
•5/10/2016
•1
Bar Leadership With an Inclusive Perspective: Leading Four
Generations
Friday, May 13, 2016
Mark W. Merritt
BLI 2016
Generational differences define who we are and what we believe more than we want to admit. Our Bar is now made up of four generations with very distinct attributes. We need to understand and take advantage of generational differences to be able to include each generation in our work.
Why Generations Matter
• Most leadership training focuses on how to lead.• The premise of this presentation is that we need to pay
more attention to who we lead and how to engage people to do the work of Bar organizations.
Why Generations Matter
•5/10/2016
•2
• Generations also affect how involved we are. There has been a marked decline in civic involvement in the last third of the 20th century.
• This decline was documented in the influential book “Bowling Alone” by Harvard Professor Robert D. Putnam. Putnam attributes the decline principally to generational change.
Why Generations Matter
• Putnam attributes decline in participation to:• 10%-pressures of time and money• 10%-urban sprawl and commuting• 25%-electronic entertainment• 50%-generational change
Why Generations Matter
Professional Organizations Take This Issue Seriously
•5/10/2016
•3
• “Research has shown that a generation can be characterized by a certain set of attitudes and beliefs…even if not all in the group share the majority’s views. We could look at the world through any number of lenses such as race, ethnicity, or lifestyle. It’s just that we’ve found that the topic of generational differences provides one of the best frameworks for fostering productive discussions about the changing workforce and work place.”
Deloitte LLP
• The Greatest Generation (b. 1922-1945) 62 million• Boomers (b. 1946-1964) 77 million• Generation X (b. 1965-1977) 52 million• Millennials (b.1978-2002) 78 million
So what are these generations?
Greatest Generation Markers
•5/10/2016
•4
The Great Depression
The GI Bill—51% of Veterans Used
• Work: loyalty, commitment, sacrifice, discipline• Social Attitudes: Waste not, want not; use what you
need; financial and social conservatism• Structure: Good with hierarchy, trust and respect
authority
Greatest Generation Characteristics
•5/10/2016
•5
• Feedback: Critical only (no news is good news)• Media: Read newspaper; watch network news—civic
duty to be informed• Communications: Letters, memos, hard copy• Electronics: Will use computers but still afraid they will
break them
Greatest Generation Characteristics
Baby Boomer Markers—Vietnam
Baby Boomer Markers—Woodstock
•5/10/2016
•6
Baby Boomer Markers—Civil Rights
Baby Boomer Markers—Moon
• Work: Teamwork, build consensus, workaholic, driven• Social Attitudes: Idealistic, optimistic, status oriented,
consumeristic• Structure: Individualistic, willing to climb corporate
ladder for own benefit
Baby Boomer Characteristics
•5/10/2016
•7
• Feedback: Don’t want it• Media: Still read newspaper and playing catch-up on
other media• Communications: Face-to-face meeting or phone call• Electronics: Not on cutting edge, but mostly literate
(follow their kids’ lead)
Baby Boomer Characteristics
Gen X Markers—AIDS
Gen X Marker—Desert Storm
•5/10/2016
•8
Gen X Markers—Desert Storm
Gen X Marker—MTV
Gen X Marker—Latchkey Kids
•5/10/2016
•9
Gen X Marker—Internet
• Work: Limited institutional loyalty, but loyal to boss and co-workers; entrepreneurial, seek work life balance, willing to move
• Social Attitudes: Distrust institutions, cynical, pragmatic, open to diversity
• Structure: Self-reliant, not fans of hierarchy, less trustful of authority
Gen x Characteristics
• Feedback: Will ask for it• Media: Plugged in and want it interactive—less news,
more entertainment• Communications: Email and voicemail• Electronics: Savvy, comfortable, a tool in the toolbox
Gen X Characteristics
•5/10/2016
•10
Millennial Markers—9/11
Millennial Markers—Brand You
Millennial Markers—Tech Explosion
•5/10/2016
•11
• Work: Teamwork oriented, want work fulfillment in terms of fun and social bonds, multi-task, flexibility, work-life balance
• Social Attitudes: Optimistic, tolerant, ambitious, multicultural
• Structure: Work well in teams, need a lot of feedback and reinforcement, want a seat at the table and to be valued
Millennial Characteristics
• Feedback: Crave it and want it to be continuous and meaningful, viewed as part of ongoing education
• Media: From diverse sources—internet and all forms of social media—looking for the next big thing
• Communications: Wedded to social media (“FOMO”); text, instant message, Twitter, social media are imbedded in their lives
• Electronics: Ingrained in their being, unconsciously sophisticated and competent; there is an app for that
• Uniquely burdened by student debt and aftermath of the Great Recession
Millennial Characteristics
• Greatest Generation is boring, dull, conservative and unwilling to embrace technology
• Boomers are selfish, materialistic and unethical• Gen Xers are slackers, loners and pessimists• Millennials are needy, whiny and immature
What are the stereotypes?
•5/10/2016
•12
• Structure• Communication• Balance• Bridging and Bonding• Mentoring
How do we become more inclusive across four generations?
How are we structured?Many bar organizations are hierarchical and you have to work your way up the ladder. Their structure reflects the characteristics of The Greatest Generation and Baby Boomers who believe you have to earn your way into leadership positions.
Discussion—Structure of Bar Organizations
• Gen X and Millennials dislike hierarchy and distrust authority. Avoid bureaucracy and red tape if you want to involve them.
• Not enamored of idea of working way up the ladder. • Give them projects that allow their input, bring tangible
results and allow feedback.
Structure
•5/10/2016
•13
• Gen X and Millennials are highly educated, savvy and creative. They challenge and distrust authority. They think outside the box and need space to operate. You need to win their trust by respecting their abilities. Give them a seat at the table.
• Gens X and Millennials need to pay more attention to and value experience and not be dismissive of prior generation’s viewpoints.
Discussion—Seat at the Table
• Use the latest technology and social media to gather information.
• Use the latest technology and social media to communicate.
• Emphasize the importance of personal interaction to Gens X and Millennials.
• Respect each generation’s desired mode of communication.
Discussion—Communication
• Gens X and Millennials are very concerned about balancing law practice and family life and we need greater sensitivity to time pressures.
• Don’t meet for the sake of meeting.• Meetings that start late, don’t have agendas and don’t
end on time are participation killers.• Use technology to make meetings more accessible.
Discussion—Balance
•5/10/2016
•14
• Healthy organizations provide their members opportunities to interact with people of like interests (bond) and to interact with others or outside organizations that have different views or perspectives (bridge). Activities that bridge across generations are an important means to help the Bar be more inclusive organizations. The BLI is an activity that provides both bridging and bonding opportunities.
Closing Generational Gaps—Bridging and Bonding
• Each generation also has different views on mentoring. These views relate to the purpose of mentoring, the nature of the relationship and the value of mentoring. In his article Generation Differences: Appreciating Different Generational Preferences, Randy Emelo summarizes generational mentoring characteristics as follows.
Discussion—Mentoring
Traditionalist
• Mentoring is a duty in service to succeeding generations, one that responsible employees engage in.
• It is a long-term, loyal and committed relationship.
• The mentor is the sole source of guidance and direction for the mentee’s career.
• Mentees are beginners who need to learn the basics (usually in their first several years of experience).
• Mentoring only happens face-to-face and on the job within a function (engineering, finance, marketing, etc.).
• The mentor is older and higher up in the organization.
Discussion—Mentoring
•5/10/2016
•15
Baby Boomer
• Mentoring is a career advancement strategy, mutually beneficial to both the mentor and mentee.
• The mentor gains understanding from another point of view or another part of the organization; the mentee gains access to the mentor’s network and gains a higher level of visibility and support.
• Mentoring is primarily conducted face-to-face over breakfast or lunch.
• Mentoring is not bound by function, but rather is driven by reputation and status.
• Mentors are of higher status and mentees want to learn from and gain access to them through mentoring.
Discussion—Mentoring
Generation X
• Mentoring is a personal development activity that provides just-in-time learning relationships.
• It is more of a peer-sharing activity and less of a vertical career advancement strategy.
• Mentoring focuses on short-term connections to gain new understandings or competencies, rather than long-term commitments.
• Mentoring provides direct access to desired collaborators.
• Mentoring partners are peers who have different areas of experience.
• Mentoring is not limited by proximity; face-to-face communications are preferred but not necessary.
• Convenient access to mentoring partners is important; phone calls and email are communication tools of choice.
Discussion—Mentoring
Discussion—Mentoring
Millennial
• Mentoring is a primary learning relationship.
• It is situational and transactional, a temporary relationship focused on giving and receiving information.
• It is expected to be used to learn job responsibilities.
• Mentoring involves asking for immediate feedback or guidance from respected preceding generations.
• Mentoring offers a way to connect cross-culturally and cross-functionally, and allows for an ever-expanding network of collaborators.
• Anyone who knows more than they do is a potential mentor, anyone who knows less is a potential mentee.
• Relationships can be virtual; communication is expected to be.
•5/10/2016
•16
• Gen X and Millennials expect mentoring as part of their activities. Mentoring is real time, situational and part of an ongoing learning process.
• The Greatest Generation and Baby Boomers view mentoring as relationship driven and not activity driven.
• We need to inject more mentoring between generations that is driven by activities and situations and not purely by personal relationships.
Mentoring
• Sensitivity to generational differences is essential to making our Bar organizations attractive, vibrant and productive. Your organization will benefit from tapping into the unique skills and experiences of the generations that make up our Bar.
Conclusion
Chapter 8b
How to Develop a
Successful Local
Bar Mentorship
Program
Doug Brocker
