Justice Kilbride is Keynote Speaker for NWBSA Spring c.ymcdn.com/sites/ · PDF fileJustice...

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May 2017 Justice Kilbride is Keynote Speaker for NWBSA Spring Dinner The NWSBA Spring Dinner Meeting took place at Ditka’s Arlington Heights on April 12, 2017. Coordinated by Chairpersons Anisa Jordan and Joel Weiner, this event took on a significant importance due to a high profile speaker. Justice Thomas L. Kilbride, Supreme Court Justice, Supreme Court of Illinois, Third District was in attendance. After greeting and socializing with our attorney’s and sponsors of the evening, he discussed the Illinois Adoption of the Proactive Management- Based Regulation (PMBR) system, the ABA’s adop- tion of Model Rule 8.d(g) and Pro-Bono work and option of limited scope representation. “It was a great honor having Justice Kilbride as one of our speakers, not only because of his posi- tion as a member of our Supreme Court, but because he shed light on the new requirements for 6 hours of PMCLE (requiring 1 hour of mental health and substance abuse and 1 hour of diversity education). With the rise in the availability as well as the differ- ent drugs on the market and the recent climate in the country, it is important that the legal commu- nity stay abreast of these issues,” said Chairperson Anisa Jordan. The second speaker was Zephrin Allen, Implementa- tion Manager, Odyssey eFile Illinois. “Mr. Al- len gave a very informative talk regarding the require- ments and processes for the new e-fling requirement coming to Cook County. The presentation took us step by step of what we will need to do to prepare for and introduced us to a variety of terminology that will be new to many of us,” said Jordan. The NWSBA dinner meetings typically ac- quire headline speakers that are highly sought after, and this event was no exception. A crowd filled the Payton Room at Ditka’s Arlington Heights, excited to hear what these esteemed speakers had to say. “I enjoyed attending the NWSBA Spring Din- ner meeting which was interesting, informative and a great way to earn professional responsibility credits. Justice Kilbride provided an excellent update regard- ing developments in the practice of law, limited scope representation and proposed rule on ethics. The presentation regarding e-filing was extremely helpful to understanding the ongoing developments in Illi- nois filing,” said Joette Doran, Chairperson, NWSBA Women’s Law Committee. Continued on Page 6 Issue Features: President’s Page 3 Table of Contents 5 Board Meeting 16 Highlights Bulletin Board 19 Calendar 20 N ewsbriefs

Transcript of Justice Kilbride is Keynote Speaker for NWBSA Spring c.ymcdn.com/sites/ · PDF fileJustice...

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May 2017

Justice Kilbride is Keynote Speaker for NWBSA Spring Dinner The NWSBA Spring Dinner Meeting took place at Ditka’s Arlington Heights on April 12, 2017. Coordinated by Chairpersons Anisa Jordan and Joel Weiner, this event took on a significant importance due to a high profile speaker. Justice Thomas L. Kilbride, Supreme Court Justice, Supreme Court of Illinois, Third District was in attendance. After greeting and socializing with our attorney’s and sponsors of the evening, he discussed the Illinois Adoption of the Proactive Management-Based Regulation (PMBR) system, the ABA’s adop-tion of Model Rule 8.d(g) and Pro-Bono work and option of limited scope representation. “It was a great honor having Justice Kilbride as one of our speakers, not only because of his posi-tion as a member of our Supreme Court, but because he shed light on the new requirements for 6 hours of PMCLE (requiring 1 hour of mental health and substance abuse and 1 hour of diversity education). With the rise in the availability as well as the differ-

ent drugs on the market and the recent climate in the country, it is important that the legal commu-nity stay abreast of these issues,” said Chairperson Anisa Jordan.

The second speaker was Zephrin Allen, Implementa-tion Manager, Odyssey eFile Illinois. “Mr. Al-len gave a very informative talk regarding the require-ments and processes for the new e-fling requirement coming to Cook County. The presentation took us step by step of what we will need to do to prepare for and introduced us to a variety of terminology that will be new to many of us,” said Jordan. The NWSBA dinner meetings typically ac-quire headline speakers that are highly sought after, and this event was no exception. A crowd filled the Payton Room at Ditka’s Arlington Heights, excited to hear what these esteemed speakers had to say. “I enjoyed attending the NWSBA Spring Din-ner meeting which was interesting, informative and a great way to earn professional responsibility credits. Justice Kilbride provided an excellent update regard-ing developments in the practice of law, limited scope representation and proposed rule on ethics. The presentation regarding e-filing was extremely helpful to understanding the ongoing developments in Illi-nois filing,” said Joette Doran, Chairperson, NWSBA Women’s Law Committee.

Continued on Page 6

Issue Features:

President’s Page 3

Table of Contents 5

Board Meeting 16Highlights

Bulletin Board 19

Calendar 20

Newsbriefs

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President’s PageBy: Nichole M. Waltz

About a year ago, then NWSBA president Ron Wittmyer gave his outgoing president’s speech. In his speech, he analogized the bar association presidency to boat ownership. Ron said, there are two great days in the life of a boat owner: the day she buys her boat and the day she sells her boat. It’s a great analogy and I know why he used it. Because Ron has a boat.

I don’t have boat. I spend a decent amount of my free time as an on again/off again middle distance run-ner. About once a year for the past 15 years I have run a half-marathon. Sometimes I race a half once a year, sometimes twice, sometimes none at all. In between half marathons, I spend a decent amount of time not running at all and a decent amount of time running 5k-10k’s. So, for me, for better or worse, my running has a lot of starts and stops. The day Ron buys his boat is, for me, the start of my race training regimen. The day I sell my boat is the morning I successfully finish my race.

I haven’t trained for or run a half during the time I’ve been president (nor have I bought a boat) but, I have spent a lot of time pounding the pavement and running some 5ks, or, in Ron-speak, I’ve been driving the boat that is the NWSBA.

Before I became president, I’d been a member of the NWSBA for 15 years and I’d been active on the Board of Governors for about 10 years. When I was sworn in a year ago, I thought I knew what I was to expect as President and I thought I knew what I needed to know to be successful. I was wrong. Being president of the Northwest Suburban Bar Association was not quite what I expected and was very much a learning experience. In my year as your president I have gotten to know more about our association mem-bership as a whole, and I have had the opportunity to get to know even more of you individually as col-leagues and friends. In this past year, I’ve gained knowledge about the community in which we live and serve, as well as developed an increased understanding about the needs of our community and how we, as attorneys, can better serve our community. This past year has shown me the generosity of our members and our sponsors and has reaffirmed my belief that when individuals with a common purpose join forces, previously uncharted territory can be successfully navigated.

I am grateful for all of the lessons my year as your President has offered.

Continued on Page 18

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The NWSBA and the co-chairs of the Pro-Bono Com-mittee want to extend an extremely grateful thank you to those attorneys that volunteered their time at the Third District Municipal courthouse in April. The NWSBA could not run these voluntary community outreach programs without the generous time given by NWSBA attorneys. The following NWSBA at-torneys staffed the Pro Bono Desk, and served as paternity and/or court facilitators during the month of April:

Pro Bono Attorneys:Denise AdamsDavid Barts

Gregory MartucciSheila Genson

Court Facilitators:

Angel TraubMargaret ZulegerDianne RuthmanRobert Kaplan

Attorneys who staff the Pro Bono desk assist pro-se litigants in a wide variety of matters – the desk is open from 1:00 p.m. through 3:00 p.m. on Friday afternoons outside courtroom 206. The Paternity Fa-cilitators and Court Facilitator Attorneys assist pro-se litigants and judges in Domestic Relations cases and attorneys volunteer their time on Thursdays from 9:00 a.m. to 12:00 p.m.

April had no one sign up as paternity court facilita-tors– if you can volunteer your time it is greatly ap-preciated.

Legal Self Help Center:The NWSBA, along with support from Legal Aid Foundation, Chicago, Illinois Legal Aid Online and the Chicago Bar Foundation, operates a Legal Self Help Center (LSHC) in Room 036 at the Third Mu-nicipal District Courthouse. The LSHC is staffed by non-lawyer community volunteers. The center provides legal information to pro se litigants in civil matters. The Center is currently open on Fridays from 9:30 AM to 12:30 PM. The following community volunteers staffed the LSHC this past month:

Sharon BothwellLiz Whalen

Linda Jordan

Again, thank you for your service,

Pro Bono Committee Co-Chairs:

Matthew L. Hess847-577-1123

Jonathan Anderson 847-995-9999

Lance Ziebell 847-705-7555

Thank you to Logsdon Office Supply for their partial sponsorship the Legal Self Help Center. Their generous contribution ensures that we continue to operate the Center and pro-vide help to people without lawyers in suburban Cook County.

VOLUNTEER THANK YOU!

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NewsbriefsPublished by: NWSBA

Editor: Scott Zambo

Production Editor: Julie Barth

Deadline to submit: 15th of the month

Advertising Rates:Call 847-221-2601

Northwest Suburban Bar AssociationExecutive Committee

President: Nichole M. Waltz

First VP: Jay A. Andrew

Second VP: Michael Rothmann

Treasurer: Miriam E. Cooper

Secretary: Gary A. Newland

Executive Director: Julie Barth

Board of GovernorsMoe Ahmad

Jonathan AndersonKenneth C. Apicella

Robert BoszkoAnna Markley BushAnthony Calzaretta

Joette DoranAllen S. GabeScott Kuntz

Nicholas RichardsonJoseph Vito

Lance Ziebell

Immediate Past President: Ronald F. Wittmeyer, Jr.

Association AttorneyHeather Glaser

Parliamentarian: Tja Chiapelli

Need Help? Call

1-800-LAP-1233Lawyers Assistance Program

Table of Contents

Title Page

Justice Kilbride is Keynote Speaker for Spring Meeting 1

President’s Page 3

Volunteer Thank You! 4

Judges’ Night Registration 7

Spring Dinner Meeting Photo Recap 8

Installation Night Flyer 9

IRS Practice and Procedures 10

“Successfully Tackling an Appellate Brief” 13

Nominating Committee Recommendations 15

Board Meeting Highlights 16

Standing Committee Meeting Schedule 16

Golf Outing Registration Form 17

Bulletin Board 19

Calendar 20

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Continued From Page 1 The dinner meetings, which occur in the Fall, and again in the Spring, are events that our members look forward to.

“It was an incredible honor for the Northwest Sub-urban Bar Association to host Justice Kilbride at our Spring Dinner meeting. Justice Kilbride’s presenta-tion paired well with the presentation by Zephrin Allen, from Odyssey eFlile IL, who explained the state-wide efiling system that will become mandatory in Illinois in 2018. The Spring Dinner meeting co-chairs, and particularly Anisa Jordan, did an excel-lent job of organizing the event and arranging for excellent speakers,” said Nichole M. Waltz, NWSBA President.

The NWSBA would like to thank the 2017 Golf Outing Title Sponsors:

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The Northwest Suburban Bar Association cordially invites you to

Judges’ Night 2017Thursday, May 4, 2017

Cafe La Cave 2777 Mannheim Road

Des Plaines, IL

5:00 PM Cocktails & Hors D’oeuvres 6:30 PM Cocktails & Dinner

RSVP by April 24, 2017

$150 - Members$200 - Non-members

Includes Open Bar Throughout the Evening(After April 28th: $170 - Members; $220 - Non-Members)

Judges are guests of the NWSBA and will be sent individual invitations

______________________________________________________________________Name

______________________________________ ___________________________Telephone Email

Method of Payment: ___ Visa ___ MasterCard ___Check

____________________________________________ __________ ____________Credit Card # Exp. Date 3-digit code ______________________________________________________________________ Name on Card & Billing Address of Card

Northwest Suburban Bar Association2340 S. Arlington heights rd.Suite 510arlington heights, il 60005

Phone: 847-621-2378Fax: [email protected]

Hon. Mark J. Lopez2017 Public Service Award

The Recipient of the 2017Honorable Timothy C. Evans Scholarship

Will be Honored

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Spring Dinner Meeting Photo Recap

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INSTALLATION DINNER& CASINO NIGHT

Thursday, June 8, 2017Metropolis Ballroom

6 S. Vail Ave., Arlington Heights, IL 5:30 Cocktails 6:30 Dinner, Installation & Awards 7:30-10:30 Casino Night Gaming & Raffle

$100.00 Per Person Black Tie Optional

All money raised from the Casino Night will benefit the Northwest Suburban Bar Association Foundation Scholarship Fund.

Formal invitations will be mailed to all members of the NWSBA.To Register, return all RSVP’s to the Association Office,

go to www.nwsba.org or call the Association Office at 847-621-2378

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IRS Practice and ProceduresBy: Joshua Nesser, Lavelle Law, Ltd.

CHARITABLE DEDUCTION REQUIREMENTS – Gaines v. Commissioner, T.C. Summ.

Op. 2017-15 (2017)

Why This Case is Important: Charitable contribu-tions and related tax deductions are important to many individuals’ tax-planning strategies. These deductions are also one of the most highly scrutinized deductions because individuals frequently fail to properly document their contributions. This case de-tails the substantiation requirements for contributions of valuable property.

Facts: In Gaines, on the taxpayers’ 2013 federal in-come tax return, they reported and deducted $18,000 for noncash charitable contributions. They indicated on the return that the deduction was related to cloth-ing donated to Goodwill. The IRS examined this return and disallowed the deduction, along with other adjustments. As a result of these adjustments, the IRS issued a notice of deficiency asserting that the taxpay-ers owed over $7,500 in unpaid taxes and accuracy-related penalties. The taxpayers filed a petition with the U.S. Tax Court contesting, among other adjust-ments, the disallowance of the charitable deduction.

Law and Analysis: Under Section 170 of the Internal Revenue Code, taxpayers who make a noncash chari-table contribution are entitled to a tax deduction equal to the fair market value of the contributed property at the time of the contribution, subject to certain sub-stantiation requirements. These requirements become stricter as the amount of the contribution and corre-sponding deduction increases. For a contribution of property worth more than $5,000, the taxpayer must substantiate the contribution with a contemporaneous written acknowledgment from recipient. It also must maintain reliable written records for each donated item that contain: (1) the approximate date and man-ner of the property’s acquisition; (2) a description of the property in reasonable detail; (3) the property’s cost; (4) the property’s value at the time of contribu-tion; and (5) the method of determining the property’s value. Finally, the taxpayer must obtain a “qualified

appraisal” of the donated items and attach an ap-praisal summary to his or her tax return. In this case, the taxpayers did not meet any of these requirements. That being the case, the Court found in favor of the IRS.

DISCLOSURE OF TAX RETURN INFORMA-TION – Mescalero Apache Tribe v. Commissioner,

148 T.C. No. 11 (2017)

Why this Case is Important: Privacy concerns, especially with respect to personal financial informa-tion, are a constant topic of conversation. At issue in this case is whether the IRS can be forced to disclose a third party’s tax return information in a Tax Court proceeding.

Facts: In Mesclaro Apache Tribe, the taxpayer was a Native American Tribe with around 5,000 employ-ees. The IRS examined the Tribe’s employment tax returns for 2009 through 2011 and determined that the Tribe was misclassifying some of its employees as independent contractors and therefore not paying enough employment taxes. With this determination came a large tax bill. The Tribe filed a petition in Tax Court contesting the IRS’s reclassification of its em-ployees. Under Section 3402 of the Internal Revenue Code, when an employer misclassifies its employ-ees, its resulting liability is reduced by the taxes that were already paid by the employees. Therefore, one defense that the Tribe wanted to assert in the litiga-tion was that the workers in question had already paid some or all of their income taxes. However, the Tribe did not have information as to whether the workers actually did pay their taxes for the years in question and was unable to get that information from many of the workers. That being the case, the Tribe filed a motion to compel the IRS to provide this information. The IRS contended that it was prohibited from dis-closing the information by Section 6103 of the Inter-nal Revenue Code.

Continued on the Next Page

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Newsbriefs - 11Continued From Previous Page

Law and Conclusion: Section 6103 generally prohib-its the IRS from disclosing a taxpayer’s tax returns and tax return information without its consent. “Re-turn information” includes records of a taxpayer’s tax payments. However, there are exceptions to this rule. One of these exceptions states that a return or return information may be disclosed in a judicial or administrative tax proceeding, but only if the return or information “directly relates to a transactional relationship” between a party to the proceeding and the taxpayer “which directly affects the resolution of an issue in the proceeding.” Relying on case law, the Court held that an employer-employee relationship is a “transactional relationship” and that the infor-mation requested by the Tribe – its employees’ tax payment records – directly related to that relationship. It further determined that the information directly af-fected the resolution of the case because whether the employees paid their income taxes was indicative of whether they saw themselves as employees or inde-pendent contractors. Therefore, the Court found that the IRS was permitted (and, because of applicable discovery rules, was required) to disclose the pay-ment records to the Tribe.

TAXATION OF S CORPORATION SHARE-HOLDERS – Dalton v. Commissioner, T.C. Memo.

2017-43 (2017)

Why This Case is Important: With many taxpay-ers operating their businesses as S corporations, it is important that they understand how they will be taxed on S corporation income. Specifically, S corporation shareholders must realize that they will report and pay income taxes on their pro rata share of the corpo-rate-level taxable income, regardless of whether they actually receive distributions of that income.

Facts: In Dalton, the taxpayer and his brother were both 50% shareholders of an S corporation. In 2007, the taxpayer informed his brother than he wanted to resign from the company and relinquish his stock. The brothers’ relationship began to deteriorate, as the taxpayer’s brother locked him out of the company’s offices and refused to turnover financial records. Eventually, the brothers resolved their dispute with

the taxpayer transferring his stock in the company to his brother in July 2008. Thereafter, the company filed its final S corporation return through the date of that transfer, reporting $903,063 in taxable income. It issued a K-1 to the taxpayer allocating to him $451,531 of this income. The taxpayer filed a 2008 income tax return reporting this income, but included a note stating that the K-1 was incorrect and that he would file an amended return to correct it. He never did. When he did not pay the related tax liability, the IRS assessed penalties and began issuing notices threatening collection action. The taxpayer filed an offer in compromise contesting that he owed the full tax due, arguing that he did not receive any income distributions from the company in 2008. When the IRS rejected this argument, the taxpayer filed a Tax Court petition.

Law and Analysis: S corporations are not subject to federal income tax at the corporate level. Instead, an S corporation’s taxable income and losses as reported on its corporate return are allocated to its sharehold-ers pro rata based on their ownership percentages. The taxpayers then must report their share of the income (or losses) on their personal income tax return and pay income taxes on that income. This is the case regardless of whether the allocated income was actually distributed to the shareholders. Therefore, the fact that the S corporation never distributed its income to the taxpayer was irrelevant; the Internal Revenue Code required him to pay tax on that income regardless of whether he actually received it. That be-ing the case, the Court found in favor of the IRS.

If you would like more details about these cases, please contact me at 312-888-4113 or [email protected]

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Successfully Tackling An Appellate BriefBy: Hannah Valdez Garst

Many litigators find themselves in unknown terri-tory when faced with an appeal. Appellate practice oftentimes requires different skills than litigation, and the approach differs. Appeals requires a holistic view of the case. The attorney must recognize both the strengths and weaknesses of the arguments and argue there is only one reasonable outcome. The argument must be supported by facts and case law in a specified number of words. Your written words must convince the judges to find in your favor. You get one shot.

1.) Know the Record

Before starting to write the brief, review the record. To write a good appellate brief, you must be inti-mately familiar with what happened in the case. Transcripts must be reviewed. Even if you were at the hearing or trial, you never fully appreciate what all sides argued or how the judge stated the ruling until you read the transcript. Some of the best arguments include direct quotes from opposing counsel or the judge.

Keep in mind that on appeal, you are limited to the record made before the lower court. If it is not in the record, you cannot raise it on appeal. Very few excep-tions are allowed, and running afoul of this rule will often result in portions of your brief being stricken or rejected. As you familiarize yourself with the record, appellate issues will become apparent.

2.) Analyze the Issues from Multiple Perspec-tives

Once the issues are identified, conduct legal research on how courts have analyzed and decided similar cases. Look for similar fact patterns or good legal conclusions that can be applied to your arguments. Be aware of legal precedent that both helps and hurts your position. The brief need not include extraneous cases that do not support your position. However, if there are relevant cases that directly contradict your position or the cases you are citing, it is best to alert the court through a “but see” citation. This demonstrates to the court that you are thorough and

forthcoming but unafraid of the other case law. Take the opportunity to distinguish your case from adverse cases and explain why those cases should not apply.

Once you understand the case law, start analyzing your case from multiple perspectives. The best briefs have considered all sides of the issue and are drafted in a manner that demonstrates this to the reader. You are essentially telling the court that that no matter how you look at the facts, they should find in your favor. When it comes to facts that do not help your ar-gument, you must decide whether you need to include them or leave them out. The rule of thumb is that if your opponent will likely raise them, you are better to bring them up and explain why those facts do not harm your position. Judges want to trust the attorneys and nothing destroys that faster than finding out that one side failed to disclose a critical fact.

3.) Remember Your Reader

When you have been involved with the case for an extended time, it is easy to forget that others do not know the facts of your case. In the appellate court, the judges will first learn about your case when they pick up the brief. Your brief is their first exposure to your case.

Although the judges will eventually read your brief, a law clerk will likely review it first. For some of us, law school was a long time ago. It is important to remember that your reader probably just graduated. Their opinion of your writing matters. Keep in mind the following tips:

• Grammar and spelling matter- readers will not take your work seriously if you cannot spell or properly use grammar.• Properly and accurately cite to the record- readers will consult the record to find support for your argument. Nothing discredits you faster than a reader not being able to find what you are citing to in the record.

Continued on Page 14

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Continued From Page 13

• Use your Bluebook- many of you have not looked at this since law school. Get one or google Bluebook citations. Readers notice improper citations. • Do not excessively bold or underline- this is distracting to the reader.• Draft clear and concise arguments- the reader should know exactly what you are arguing from the first sentence.• Use IRAC- when drafting the argument, it should resemble Issue, Rule, Analysis, Conclu sion.

Judges read hundreds of pages each day. They have a limited amount of time to understand your argument. If your writing fails to be clear and concise, the judge will need to spend precious time trying to figure out what it is you are arguing rather than examining the argument itself. Or worse, they will never understand your argument.

4.) Proofread, Proofread, Proofread

Once you have produced a draft, it is always tempt-ing to accept it as one draft away from a final prod-uct. The opposite is true: a well-written brief will go through multiple drafts. If possible, step away from your brief for a few days and then review it with fresh eyes. Ask yourself the following questions:

• Have I presented my facts in a way that is easy for the reader to follow? • Have I included all of the relevant facts for the issues I raised?• Have I effectively communicated the issues?• Can someone reading this for the first time easily follow my argument?• Are my strongest arguments presented first? • Have I supported each argument with case law and facts with citations to the record?• Have I provided the court with a basis to rule in my favor?

A brief that is clear, concise, and edited lends instant credibility to your position. Presentation matters, and sloppy work or incomprehensible arguments do not go unnoticed. Give your client the best chance of winning by providing the court with a polished brief.

5.) Do Not Ignore the Rules of the Court

Before you submit any brief to an appellate court, ensure that you have complied with the rules. Some failures to comply may result in your case being dismissed. Here are a couple tips to avoid dismissal, sanctions, or embarrassment:

• Review the local rules of the court. • Review the rules of appellate procedure ap- plicable to that court. • Look on the court’s website for examples of briefs.• Obtain a brief that was recently submitted and accepted by the court. If the writer is someone you do not know or trust, obtain several briefs.• Call the clerk’s office to see if it will review a brief for the required sections before submis- sion. If so, take advantage of this option!• Become familiar with the rules for an exten- sion of time. You may need to file this motion, and timeliness is a factor.

If you are submitting a brief to a court for the first time, this step takes a bit of time. However, this is time well spent and will save you a huge headache down the road.

6.) The Reply Brief

Some practitioners argue that a reply brief should always be filed. Many times, this depends on the type of case appealed. I tend to approach it from middle ground: if you have nothing new to say, do not repeat yourself and stand on the opening brief. However, if your opponent has raised different facts, cases, or arguments in a responsive brief, you must respond. Ask yourself whether something needs to be said in the reply that has not been said in the opening brief. Respond only to the points your opponent made in its responsive brief and keep it short and simple. Responsive briefs are usually reviewed quickly, so avoid the temptation to restate arguments made in the opening brief.

Hannah Garst is a solo-practitioner in Arlington Heights, IL. She has been appointed on over 50 fed-eral criminal appeals in the Seventh Circuit Court of Appeals. Read more about her at www.garstlaw.com.

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Nominating Committee Recommendations

The Nominating Committee of the NWSBA is pleased to report their recommendation as to the

following candidates to be slated for election as officers and members of

the Board of Governors of the NWSBA and Board of Directors of the NWSBA Foundation:

OFFICERS:

Second Vice President: Miriam Cooper

Treasurer: Gary A. Newland

Secretary Moe Ahmad

NWSBA BOARD OF GOVERNORS:

Kenneth Apicella

Robert Boszko

Anna Markley Bush

Joette Doran

Scott Kuntz

Scott Zambo

FOUNDATION BOARD OF DIRECTORS:

Anisa Jordan

Elections will take place at the Annual Meeting to be held on Judges’ Night on May 4, 2017.

Only members in good standing will be eligible to vote.

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Board Meeting HighlightsBy: Gary Newland, NWSBA Secretary

NWSBA Standing Committee Schedules

To receive the most up-to-date committee information and meeting notices, please be sure to “Join” your committee(s) of choice from your Profile Page on the website.

Judges Night May 4, 2017 at Café La Cave in Des

Plaines. This is a signature event for the NWSBA

and all members are encouraged to attend. The Hon-

orable Mark J. Lopez will receive the 2017 Public

Service Award. The recipient of the Foundation’s

Timothy C. Evans Scholarship will also be honored.

The Installation of Jay A. Andrew will take place on

June 8th at the Metropolis Ball Room. The NWSBA

Executive Committee, and NWSBA and Foundation

Board Members will also be installed. The evening

will also include casino night gaming, proceeds of

which will benefit the Foundation Scholarship Fund.

Mark the Date! The Golf Outing will be held at Mar-

key Memorial Golf Club on August 10, 2017. If you

aren’t a golfer, please consider participating in the

Bags tournament, wine event and/or dinner.

NWSBA Committee Schedules2016/17

Committee Date Time Location

Civil Lit 4th Monday of the Month Noon - 1:15pm 121 S. Wilke, Ste. 301 Arlington Heights, IL

Criminal Law 1st Tuesday of the Month 11:45am - 1:00pmRolling Meadows Courthouse, Room 034 2121

Euclid Avenue, Rolling Meadows, IL

Business Law 2nd Tuesday of the Month Noon - 1:15pm Emmett's 110 N. Brockway, Palatine, IL

Debtor/Creditor 1st Wednesday of the Month Noon - 1:15pmPeggy Kinnanes 8 N. Vail Street, Arlington

Heights, IL

Employment Law 3rd Tuesday of the Month Noon - 1:15pm Favaro & Gorman 835 N. Sterling Palatine, IL

Estate Planning Last Thursday of the Month 7:45am - 9:00 amElly's Pancake 372 E. Golf Road, Arlington

Heights ILLaw Practice Management

4th Wednesday of the Month Noon - 1:15pmElly's Pancake 372 E. Golf Road, Arlington

Heights IL

Real Estate 3rd Tuesday of the Month 11:45am - 1:00pm 1110 W. Lake Cook Road, Buffalo Grove, IL

Women's Law 3rd Thursday of Month Noon - 1:15pmDitka's Arlington 2000 W. Euclid Avenue

Arlington Heights, IL

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Northwest Suburban Bar AssociationIn Partnership with the NWSBA Foundation

Annual Golf Outing thursday, august 10, 2017

Makray Memorial Golf Club 11:30 AM - Lunch & Registration 1010 S. Northwest Highway 12:30 PM - Shotgun Start Barrington, IL 60010 2:00 PM - Bags Tournament 3:30 PM - Wine Event 5:30 PM - Dinner & AwardsGOLF, LUNCH & DINNER ____ $160.00 Per Person ____ I am paying for myself AND those listed below: ____ I am paying for myself only, but include me with the following: Golfer #2_________________________________________ (email required) __________________________________ Golfer #3_________________________________________ (email required)___________________________________ Golfer #4_________________________________________ (email required)___________________________________ WINE EVENT, BAGS & BEER, and DINNER ____ $85.00 Per PersonWINE EVENT & DINNER ____ $75.00 Per PersonWINE EVENT ONLY ____ $25.00 Per Person BAGS & BEER ONLY ____ $10.00 Per Person DINNER ONLY ____ $50.00 Per Person

SPONSORSHIP OPPORTUNITIES* All sponsorships include 24”x24” sign, and recognition of sponsorship during dinner,

in the program booklet and in Newsbriefs*Sponsorships do not include dinner unless otherwise noted below.

TITLE SPONSOR Exclusive; Banner at Registration, ____ $2,500 Golf & Dinner for 4; 2 Additional Dinners Hole Sponsorship;Corporate Logo on Hole Flags

SPECIALTY SPONSOR Exclusive; Hole Sponsorship plus Dinner for 4 ____ $1,500

PACKAGE “A” Non-exclusive ____ $250

PACKAGE “B” 1 sponsor per hole;opportunity to ____ $500 have a representative at the hole.

BEVERAGE HOLE 1 sponsor per hole (limited availability) ____ $350 plus cost of product

TOTAL $______________NAME: _________________________________________Email (Required)__________________________COMPANY NAME _______________________________________________________________________Credit Card: MC/Visa_______________________________________ Exp. _________ 3-digit code______ Billing Address on Card:______________________________________________Phone: ________________

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Continued From Page 3

Before I pass the gavel, I’d like to take the time I

have to thank my bar association colleagues who

saw promise and leadership qualities in me and who

inspired me to become more involved in the NWSBA

so many years ago. I’d also like to thank Waltz,

Palmer & Dawson, LLC and its staff for support-

ing me 100% this past year. I’d like to thank those

NWSBA past presidents who have served as mentors

and trusted advisors.

In closing I would simply like to say that, while my

official role and term of service in the NWSBA has

come to end, and that even though I will be taking

the next year off, I see the end of my service in the

NWSBA and as your President only as a temporary

break, after which I will return to serve the Associa-

tion and community of colleagues that I value and

hold dear.

Nichole M.Waltz

President

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Referrals

Bulletin Board

Office Space

Ads are $20.00 per month and are published as a service to our Members. Call 847-621-2378.

REAL ESTATE TAX REDUCTION REFERRALS - Amari & Locallo, whose practice is confined exclusively to the real estate tax assessment process, is accepting referrals of commercial, industrial and multi-unit res-idential properties (seven units or more) from fellow NWSBA attorneys. Co-counsel fees provided: Note all properties in the Northern suburbs are being reassessed in 2016. Amari & Locallo has offices in DuPage County to service the real estate tax needs of property owners in collar counties: Lake, Will, Kane, McHenry, DuPage, etc. Properties located anywhere in Illinois will be reviewed without cost or commitment. Call Katherine O’Dell at (312) 255-8550.

WORKERS’ COMPENSATION: Very experienced in work injury claims. Trial, Appeals, Uninsured and all aspects of Work Comp. At Newland & Newland LLP we would like to help your clients and look forward to your referrals. We represent clients in Cook, Lake, McHenry, DuPage, Kane and Will Counties. Call Gary A. Newland 847-797-8000.

COVERAGE ATTORNEYS NEEDED – We’re looking for experienced criminal/traffic attorneys to help cover overflow court dates on a per court date fee basis. Former prosecutors, public defenders or other attorneys with criminal/traffic knowledge are welcome to contact our office for information. Must have attorney liability coverage. Attorney fees are agreed to ahead of time and are always paid immediately. Speak to Mitch at Mitchell S. Sexner & Associates LLC at 847-690-9990 x0.

ARLINGTON HEIGHTS. 121 S Wilke Rd. Arlington Heights Suite 301: We are expanding our space. Office(s) for rent. Cubicle(s) for rent. We have 10 law firms in the suite and growing. Call Gary at 847-797-8000.

RECRUITMENT: Well-established Park Ridge business law firm is seek-ing to expand its medium-sized practice by adding experienced attorneys or small practice groups with portable business. Those practices being sought include corporate, litigation, and transactional work. The firm has downtown legal expertise at affordable rates, and its practice caters to mid-sized businesses, entrepreneurs and individuals. The firm is centrally located and very close to transportation, including O’Hare Airport, the Kennedy Expressway, the Tri-State Tollway, and the CTA Blue Line. For more information, please contact Julia Jensen Smolka, [email protected].

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NEED HELP? Seasoned semi-retired attorney available for court calls, closings, depositions, etc. Reasonable rates. Contact me at the following: [email protected] or 312-318-2443.

Professional Office Building for Sale. Hanover Park one story ranch style home converted into an office. Fully furnished, corner lot on Route 19, lighted sign, two private offices, conference room (with large table that seats eight with leather chairs), back office-kitchen and eating area, large Minolta copier, one car garage storage with built in shelving, reception area with two secretarial stations, two bathrooms.Contact Doug Pauley 630/729-7951

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CALENDAR

May 4 Judges’ Night

June 8 Installation

August 10 Golf Outing

Please check the website calendar

for a complete list of CLEs & Committee Meetings.

Northwest Suburban Bar Association2340 S. Arlington Heights Road, Suite 510

Arlington Heights, IL 60005

Phone: 847-621-2378 Fax: 224-404-4128Attorney Referral: 224-404-4845

www.nwsba.org