the Gba News Docket Volume 64, Number 2; October 2014 Message from the President I had a flashback the other day. Twenty-five years ago, my left hand was on the Bible, my right hand was raised, and I was reciting an oath for admission to practice law in the federal and state courts of North Carolina. I and about 40 other newly minted lawyers were speaking in unison, up front in the well of the old County Courthouse in Greensboro. I don’t remember which judges were presiding. The president of the Greensboro Bar Association then was William L. Osteen, Sr. The gravity and awesomeness of the moment will be with me forever. That moment will be repeated again, on Friday, October 10, for our next generation of lawyers. The Swearing-in Ceremony of 2014 will take on the aura of a momentous occasion for the new lawyers. Some will rarely again set foot in a courtroom; others will be in court almost every day. But it is a near certainty that 25 years from now, in October 2039, those same lawyers reciting the loaded words on October 10 will remember that moment vividly. I thank the GBA’s Young Lawyers Section and its president, Steve Russell, for organizing the event, as well as the Bridge-the-Gap program that will take place earlier in the day at the state, federal and bankruptcy courthouses and the reception after the ceremony at Churchill’s on Elm Restaurant. “The changes ahead will challenge us all.” Jim Bryan, President of the Greensboro Bar Association The GBA is known for its volunteerism. What better way to showcase our public service than to have a volunteer day, a Day of Giving, on Saturday, October 25. Back in June, at breakfast at Smith’s Diner downtown, the idea of a volunteer day was hatched by the GBA’s community involvement committee – Craig Hensel (co-chair), Polly Sizemore (co-chair), Allison Grimm and myself. Since then, the details have fallen into place. First, our members who love pets will have an opportunity to do animal rescue volunteering at the Animal Rescue & Foster Program on 711 Milner Drive in Greensboro from 9:15 a.m. to 2:00 p.m. Second, those who want to help repair and fix up a low-income rundown home will be able to join Greensboro Housing Solutions from 9:00 a.m. to 1:00 p.m. Third, we have a landscaping project for our landscaper lawyers. Irving Park Elementary School on 1310 Sunset Drive, Greensboro has an outdoor classroom and entrance that need sprucing up and nice flowers. In This Issue: Message from the President . . . . . . . . . . New Members . . . . . . . . . . . . . . . . . . . . . Save the Date . . . . . . . . . . . . . . . . . . . . . Elder Abuse Awareness CLE . . . . . . . . . . BarCARES: Dues Well Spent . . . . . . . . . . Kane: How to Get New Business Now . . Six Tips to Client Relationships . . . . . . . . Forbes’ New Book . . . . . . . . . . . . . . . . . . Calendar Notes . . . . . . . . . . . . . . . . . . . . GBA Day of Giving . . . . . . . . . . . . . . . . . Sustaining Members . . . . . . . . . . . . . . . . You can contribute news or topics of interest to the GBA by contacting Editor Travis Martin: [email protected] 1 2 2 2 3 3 4 5 5 5 6 Shifting gears, I want to say a few words about Allan Head. He was our featured speaker at the September 18 membership dinner at Starmount Country Club. His dedication to our profession is unparalleled, and we all owe him a debt of gratitude. For 31 years, he has guided the North Carolina Bar Association as its Executive Director and helped all of us transition into the 21st Century. He drew upon his years of experience and spoke on where the legal profession is going in the next few years – his 2020 vision. He said it is going to be “stormy with lasting changes.” One state now has a “limited licensed legal technician” who is not supervised by a lawyer. Another state now allows a “certified law clerk” to participate in the courtroom with a lawyer being present. These trends are likely headed our way in North Carolina. Lawyers will continue to provide high value services in the areas of advocacy and counseling, but it is the low value services involving process and content where the profession is being challenged by non-lawyers. The changes ahead will challenge us all. The NCBA is doing so much good for our profession. Allan Head listed several examples. There is the military veterans program, where the NCBA is urging law firms to hire veterans for non-attorney jobs such as IT specialists, runners, etc. The judicial performance evaluations for incumbent trial judges and their challengers, a recent NCBA initiative, have given the public a helpful resource for deciding who to vote for in upcoming races for District Court and Superior Court judges. And our senior lawyers have the Transitioning Lawyers Commission to turn to as a resource for advice on how to retire. Other examples abound. After the speech, GBA members hurried upfront to share kind words with Allan and thank him for his many years of service. He is still our fearless leader. Thank you, Allan Head. Save the Date NEW MEMBERS Twenty-one new members were approved at the September 10 board meeting Wendy M. Bartos, Honda Aircraft Company, Sponsored by Damon T. Duncan Justin W. Kay, Ivey McClellan Gatton & Talcott, LLP, Sponsored by Dirk W. Siegmund Christine L. Bergman, Sponsored by Stanley E. Speckhard Jonathan G. Kreider, Dummit Fradin, Sponsored by Ames Chamberlin Dean Luke Bierman, Elon University School of Law, Sponsored by Andrew J. Haile Katlyn Lantz, Church World Service, Sponsored by Andrea L. Davis Hilary H. Bowman, Womble Carlyle Sandridge & Rice, Sponsored by Jodi S. Knox John P. Manzo, Dummit Fradin, Sponsored by Megan E. Spidell Brenton J. Boyce, Law Office of Brenton J. Boyce, PA, Sponsored by Charles K. Blackmon Manisha P. Patel, Ward Black Law, Sponsored by Afi JohnsonParris Benjamin Crissman, Gordon Law Offices, Sponsored by Jennifer A. Crissman Galina P. Petrova, Schell Bray PLLC, Sponsored by Doris R. Bray Dwight A. Ensley, ValuePointe. biz, Sponsored by Jessica S. Bullock John Roseboro, Greensboro City Attorney’s Office, Sponsored by Thomas D. Carruthers Jeremy B. Foltz, Sponsored by Emma C. Merritt Bob Stitcher, Bob Stitcher, Attorney at Law, Sponsored by Stephen E. Robertson Elizabeth W. Holloway, Rossabi Black Slaughter, PA, Dr. Douglas Tsao, MacCord Sponsored by Michael C. Taliercio Mason PLLC, Sponsored by James L. Lester Kya Johnson, Kenneth M. Johnson, P.A., Sponsored by David C. Wilson, Rossabi Black Kenneth M. Johnson Slaughter, PA, Sponsored by Michael C. Taliercio Terri A. Jones, Greensboro City Attorney’s Office, Sponsored by Thomas D. Carruthers Elon Law’s Elder Law Clinic will be offering a free CLE on Monday, November 3, 2014, from 6:30 p.m. to 8:30pm. The program will be entitled, “Legal and Medical Perspectives on Capacity.” Application will be made for two hours of CLE credit. It is not clear at this time whether the CLE will qualify for satisfaction of either the substance abuse/mental health or ethics requirements. Registration will be available in early October. Registration will be available in early October by visiting http:// www.elon.edu/e-web/law/academics/elder_ law_seminar_registration.xhtml. For more information, please contact the Elder Law Clinic at 336-279-9314 or [email protected]. Elder Abuse Awareness CLE Register now for the Elder Abuse Awareness CLE, featuring Paul Greenwood. The Greensboro Bar Association is sponsoring this free CLE event on Friday, October 24, 2014, from 9 a.m. until noon, at UNCG’s Elliott University Center Auditorium. Space is limited. For more information about Paul Greenwood or the CLE, visit www.trla.info/paulgreenwood. “Like” the GBA Young Lawyers Section’s Facebook page (https://www.facebook.com/ GreensboroBarYLS) and stay up to date on all its volunteer and social events! September 18 dinner meeting attendees From left to right, Justice Bob Edmunds, Jim Bryan, Allan Head, Erwin Fuller, Jim Exum, Dan Koenig. Photo by Fred Lind 2 BarCARES: Your 18th Judicial District Mandatory Dues Well Spent By Jim Bryan, President of the 18th Judicial District You may wonder what your 18th Judicial District mandatory dues are spent on. A good part of it goes toward BarCARES. BarCARES of North Carolina, Inc. is a confidential, short-term intervention program provided cost-free to members of local bar groups and students, faculty and staff of law schools which have “opted in.” The 18th Judicial District, along with about another 13 judicial districts, participate in BarCARES. The program is there to help you and your immediate family members by providing confidential assistance and brief, solution-oriented counseling. BarCARES stands for Confidential Attorney Resource and Enrichment Services. It began as an idea of the NC Bar Association’s Quality of Life Committee in the early 1990s after an NCBA-sponsored survey that showed many stress factors for attorneys and their families. The entity BarCARES of North Carolina, Inc. officially began in 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. HRC Behavior Health & Psychiatry, PA provides the services for BarCARES. HRC prepares a utilization report each calendar year. According to the 2013 report, since the program began in January of 2000, services have been provided to over 1,552 different individuals. During the entirety of 2013, 310 BarCARES members and eligible family members accessed the program. One hundred fifty-five users were repeat users from prior years. BarCARES is designed to offer no-cost assistance in dealing with problems that might be causing distress and can be used to help with: Personal issues (crisis intervention, depression/anxiety, substance abuse - drug or alcohol, and financial concerns); Family Issues (marriage/relationships, children/adolescents, parenting/family conflict); Work Issues (professional stressors, case-related stress and conflict resolution); and Student coaching on stress/time management. If you need to contact BarCARES, please call 1-800-640-0735. How To Get New Business NOW! (Reprinted from Tom’s LegalMarketingBlog.com dated August 27, 2014) I was intrigued by a post I ran across on “Attorney at Work” in which several marketing consultants offered their views on what has been advertised as the “the best way to get paying client work right NOW.” Although there were many good business development tips provided, I was disappointed somewhat because only one consultant, Gerry Riskin, offered really what I consider practical advice on the “NOW” issue. It is not that the other ideas wouldn’t lead to more legal work; it’s just that most will take longer—a lot longer sometimes. by Tom Kane Riskin’s advice? Go see your clients. It is something I have preached in my more than 28 years in the legal marketing business. Visit your clients, past and current, off the clock. It worked for me when I practiced law, and I have had hundreds of lawyers tell me over the years it has worked for them. Clients can be procrastinators just like the rest of us. A visit often, if not 80 percent of the time, leads to immediate work. Many matters have been sitting in a client’s outbox for a while. Riskin suggests taking along a checklist or article that would be meaningful and helpful to them. He states there is a “zero” chance of visiting 10 clients and not coming back with work. I would agree and would go further by saying that the ROI will be a lot better than that. Maybe not an 80 percent return, but in my opinion you will experience a better than 10 percent return. Of my Top 10 Marketing Tips, “Visit Your Clients” has always been my No. 1 for obtaining work. It is the best, quickest way to get work “NOW.” 3 6 Tips for Successful Client Relationships Maintaining good attorney-client relations can help prevent malpractice claims and avoid ethics issues. Unfortunately, this is one of the areas most ignored by attorneys. Unhappy clients are most likely to blame their lawyer when the case turns out badly. Here are some tips that will help you manage your client relationships. 1. by Camille Stell Top complaints from disgruntled clients include: their lawyer never explained the legal process or billing system, did not return phone calls, did not attend to their case in a timely manner, failed to keep them informed and failed to involve them in important decisions affecting their case. Listen to your clients. Strive to make them feel comfortable and important. Never be condescending. A lawyer with a good “bedside manner” is much less likely to be sued than a curt, discourteous, or distant one. It is expensive, time consuming, and stressful to defend a malpractice suit – even if it has no merit. 2. An important key to a good relationship is to carefully define the relationship at the outset. Put the terms of your engagement in writing. Carefully define the scope of engagement. If you are handling only a part of the whole case, state specifically what obligations you are undertaking and even more importantly what obligations you are not undertaking. Lawyers Mutual handles many claims every year in which the client and attorney disagree on the scope of the representation. We have seen the evidence – a written agreement prevents many conflicts from turning into claims. 3. Create realistic expectations for the client. Talk with them about what a “win” looks like. Communicate during the process of your representation. Keep your client in the loop and make sure that you manage their expectations along the way. Return phone calls promptly. 4. Don’t procrastinate. Delay is usually found in every legal malpractice claim. While it may sound simplistic, calendar every file for quarterly review and communicate with the client at that time. It is the neglected file that needs your attention and may result in a subsequent legal malpractice claim. 5. Above all else, choose your clients wisely. Lawyers should look at their client-screening policies and decide if they need to say “no” more often to potential clients. “Red Flags” to look for are clients who have been rejected by other lawyers, or who have fired other lawyers in the case; clients who have unrealistic expectations; uncontrollable anger; or clients who have made claims against prior attorneys or other professionals. The general background of the client, financial condition, history of personal legal problems and business background of the client may also be important to review when evaluating a potential client. Learn to trust your gut about potential clients. 6. Sometimes good client relations involve knowing when to fire a client. If the representation is becoming unsatisfactory for either party, consider ending the relationship. You may have to seek permission from the court and you cannot prejudice your client by abandoning him, but in many cases, ending the attorney-client relationship is the right call. Do it professionally and document the withdrawal properly. If your client requests his file, give it to him, but do not forget to keep a copy for yourself. If you want advice about whether to fire a client and how, call one of our claims attorneys for advice. Good clients are essential to a healthy law practice and they should be your most valuable referral source. Take the time to nurture the relationship. Camille Stell is the Vice President of Client Services for Lawyers Mutual. Visit the Risk Management Resource Center on our website www.lawyersmutualnc.com for more tips on client relationships including sample letters and checklists. 4 Forbes’ Book Set for October 20 Release Jamie Lisa Forbes’ second book, The Widow Smalls and Other Stories will be released by Pronghorn Press on October 20, 2014. She will be appearing at Scuppernong Books, 304 South Elm Street, Greensboro, NC on October 29, 2014 at 7 p.m. to read from her new work. Ms. Forbes, a Greensboro Bar Association member, won the 2011 WILLA (named for Willa Cather) for Outstanding Literary Fiction for her first novel, Unbroken. Both her books will be available for purchase at Scuppernong Books. Jamie Lisa Forbes October Calendar Notes Our featured speaker for the October 16 dinner meeting will be Luke Bierman, the new Dean of Elon University School of Law. He will share with us his plans and other exciting news for the law school. We will also have a memorial resolution for William C. Connor, who passed away on April 28, 2014. Bill practiced for many years at the Tuggle Duggins firm. Details about the three volunteer projects for the Day of Giving on October 25 will also be given by the community involvement committee. GREENSBORO BAR ASSOCIATION DAY OF GIVING SATURDAY OCTOBER 25, 2014 Time based on project (see sign-up sheet) CHOOSE YOUR SITE: Animal Rescue & Foster Program Community Housing Solutions Irving Park Elementary School http://www.arfpnc.com http://chshousing.org http://Irvingpark.gcsnc.com Assist in adoption event; set up; help unload rescues; hold dogs/ puppies. Assist in repair of owner-occupant housing for low income families. Clean up and plant flowers at entrance and outdoor classroom. We will try to give everyone their first choice of project, if possible. All volunteers will receive an email with project assignments and details the week before the event. Please submit responses no later than October 17, 2014. Please complete and mail to Craig Hensel at PO Box 39270; Greensboro, NC 27438 or email to [email protected]. Name: ____________________________________________________ Contact information: Phone:___________________________________________________ Email:___________________________________________________ After Hours (in case of weather): _____________________________________ Site Choice: Number 1, 2, 3 (by order of preference) _______ Animal Rescue & Foster Program 711 Milner Dr.; Greensboro NC 27410 9:15 a.m. to 2:00 p.m. _______ Community Housing Solutions Housing location to be announced 9:00 a.m. to 1:00 p.m. _______ Irving Park Elementary School 1310 Sunset Dr.; Greensboro NC 27408 9:00 a.m. to 1:00 p.m. 2014-15 Sustaining Members Michael R. Abel James C. Adams, II Michael J. Allen Joseph S. Atwell J. Alexander S. Barrett Vance Barron, Jr. June L. Basden Jack B. Bayliss, Jr. William P. Benjamin Frederick L. Berry M. Douglas Berry Marc D. Bishop H. Arthur Bolick, II Howard L. Borum Doris R. Bray Elizabeth S. Brewington Jason B. Buckland John S. Buford Mark T. Cain Forrest W. Campbell, Jr. William P. H. Cary Barbara R. Christy Harry H. Clendenin, III Robert C. Cone Barden W. Cooke William O. Cooke, Jr. Nicole A. Crawford John M. Cross, Jr. Wanda Bracks Daughtry Barney Mark Davidson Kearns Davis W. B. Rodman Davis Rachel S. Decker Daniel L. Deuterman M. Jay DeVaney Scott Dillon Robert D. Douglas, III Thomas C. Duncan Robert H. Edmunds, Jr. Edgar B. Fisher, Jr. John M. Flynn Henry E. Frye W. Erwin Fuller, Jr. Richard W. Gabriel Michael H. Godwin Garland G. Graham Kenneth M. Greene Charles T. Hagan, III Richard D. Hall, Jr. J. Patrick Haywood Thomas P. Hockman L. Worth Holleman, Jr. George W. House Neill A. Jennings, Jr. Kenneth L. Jones Kenneth R. Keller Michael E. Kelly Amy H. Kincaid The Greensboro Bar Association, Inc. Post Office Box 1825 Greensboro, North Carolina 27402 Robert J. King, III W. Winburne King, III J. Craig Kiser Norman F. Klick, Jr. Jennifer L.J. Koenig D. Beth Langley Kathryn S. Lindley Paul H. Livingston, Jr. Iain MacSween Henry B. Mangum, Jr. Charles F. McCoy Brian J. McMillan Michael D. Meeker Larry I. Moore, III Maureen D. Murray Benjamin R. Norman Joel N. Oakley Jeffrey E. Oleynik Christina Freeman Pearsall Jim W. Phillips, Jr. Reid L. Phillips Clinton R. Pinyan Charnanda T. Reid James M. Roane III Christopher H. Roberts Russell M. Robinson, III Stanley L. Rodenbough, IV David W. Sar Robert W. Saunders E. Steve Schlosser, Jr. Robert A. Singer John H. Small Donald K. Speckhard Francis A. Sutherland, Jr. William L. Tankersley, III Adam P.M. Tarleton V. Randall Tinsley Anita Jo Kinlaw Troxler Randall A. Underwood Jennifer K. Van Zant Richard L. Vanore Donald R. Vaughan Christopher J. Vaughn Thomas E. Wagg, III Thomas C. Watkins Jeri L. Whitfield Howard L. Williams Gregory S. Williams James T. Williams, Jr. Joseph A. Williams Jill R. Wilson Edward C. Winslow, III Keith A. Wood S. Kyle Woosley Charles P. Younce Susan M. Young Elizabeth J. Zook
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