Montgomery Bar Association | Montgomery County, PA
Magazine
WINTER 2024
In this Issue MBA Mediation Program
MBF Hosts Fourth Access to Justice Summit
2023 Margaret Richardson Award
Va l u a b l e C a r e e r A d v i c e W h e n Yo u N e e d I t
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WINTER 2024
Montgomery Bar Association | Montgomery County, PA
Magazine
MONTGOMERY BAR ASSOCIATION Serving the Profession and the Community since 1885
2024 OFFICERS Lisa A. Shearman, Esq., President Seth D. Wilson, Esq., President-Elect Colin J. O’Boyle, Esq., Vice President Hon. Joseph P. Walsh, Treasurer Mary Kay Kelm, Esq., Secretary
SIDEBAR COMMITTEE Chairs Gary J. Friedlander, Esq. Franqui-Ann J. Raffaele, Esq. Jules Mermelstein, Esq.
In Every Issue & Short Features: 4 Outgoing President’s Message 6 Incoming President’s Message 7 Trial Lawyers Section 8 Young Lawyers Section 9 Probate and Tax Section 11 Career Corner 12 The Equity Stop 14 Pro Bono, Access to Justice, and Community Service Committee Update
Features: COVER:
Vice-Chair
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Gregory Gilston, Esq.
MBA STAFF
33 Past Presidents Dinner
Jessica Gambone, Montgomery County Law Reporter Desktop Publisher
Sherry Sutton, Membership Coordinator Denise S. Vicario, Esq., Executive Director Megan Ware, Event and CLE Coordinator Sandy Whittington, Accounting
The SIDEBAR Committee invites articles and news information of interest. Please send content to: MBA, c/o SIDEBAR Committee, P.O. Box 268, Norristown, PA 19404-0268 or email: sidebar@montgomerybar.org. The SIDEBAR Committee reserves the right to edit any material submitted and/or to omit the same from publication. Most articles are written by members for members.
30 Montgomery Bar Foundation Hosts Fourth Access to Justice Summit 33 Wellness Walk
Jessica Deazle, Lawyer Referral Service and Front Office Coordinator
Joe Schiele, Facilities
28 Montgomery Bar Association Mediation Program
32 2023 Margaret Richardson Award
Hazel Bergquist, Accounting Manager
Jim Mathias, Director of Marketing, Development, and Public Affairs
15 Bits & Bytes 16 Restaurant Review 17 Book Review 18 Movie Review 19 A Word From USI Affinity 20 MCAP Update 21 LASP Legal Aid 22 What Does the Bar Foundation Do?
Plus: 34 Montgomery Bar Association Bench Bar Conference September 29-October 1, 2023 Alexandria, VA
38 WIRETAPS Member News 38 Upcoming Events 39 Welcome New Members
36 MBA Celebrates 50-Year Members
SIDEBAR Magazine is published by Hoffmann Publishing Group, Inc. 2669 Shillington Road, #438, Sinking Spring, PA 19608 | HoffPubs.com | 610.685.0914 For Advertising Information & Opportunities Contact: Sherry Bolinger 717.979.2858 Sherry@hoffpubs.com Alicia Lee 610.685.0914 x210 Alicia@Hoffpubs.com
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OUTGOING PRESIDENT’S MESSAGE
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s our calendars turn to 2024, our bar year also comes to an end. It has been an honor to serve our association. I hope that each of you takes a moment to pause and appreciate all that makes the MBA a one-of-a-kind association. Your contributions towards the betterment of our association are extraordinary. Thank you for all you have done and continue to do for the MBA. From our Judiciary Committee to our Family Law and Young Lawyers Sections to the Meditation Practice Group that meets every day, the MBA is unparalleled in its commitment to its members, improving the practice of law in Montgomery County and serving the public. None of the MBA’s accomplishments are accidental. They result from the collective effort of our members, executive director, board, and officers. The outcome is truly remarkable.
Justin A. Bayer, Esq. Montgomery Bar Association 2023 President
At one of my first MBA events nearly twenty years ago, when I was a new lawyer, Bob Morris, a leader of our association, commented to me that he thought it was essential that members find enjoyment in their time spent in the MBA because we have enough stress in the practice of law. I’ve done my best to keep that excellent advice in mind. I hope that we all find enjoyment in our time with the MBA. I am incredibly grateful for all the support I received this past year from too many people to name individually. I am also thankful for all the memories and stories from this past year that could quickly fill the pages of this SIDEBAR issue. All of it was good, even the late nights, early morning calls and emails, or work-filled weekends. It was a special year. Moving forward, our association is in great hands. Lisa Shearman is accomplished, dedicated, and ready to take over the MBA’s leadership. Our executive director, Denise Vicario, is incredible. As an association, we are very fortunate to have Lisa and Denise guiding the ship.
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MONTGOMERY BAR ASSOCIATION BUSINESS HOURS: Monday thru Friday 8:30 AM - 4:30 PM ADDRESS: 100 West Airy Street P.O. Box 268, Norristown, PA 19404-0268 PHONE AND FAX: Phone: 610-279-9660 Fax: 610-279-4321 & 610-279-4846
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One final statement that resonated with me this past year was from Donald Martin when he was MBA president. Don has a great talent for words, and when he was president of the MBA, he said he became a leader because he really just wanted to spend more time with his friends. Not surprisingly, Don stated it perfectly, and I couldn’t agree more. Easily, the best part of my year was having the opportunity to serve with my friends! Now, as Lisa takes the MBA’s reins, I can only say – what a blast, and thank you!
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CONGRATULATIONS TO OUR PARTNER
LISA A. SHEARMAN
On becoming the 2024 President of the Montgomery Bar Association We salute the tremendous accomplishments of the head of our Trusts and Estates practice who has always gone above and beyond for her clients, the community and our profession. Way to Go Lisa!
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INCOMING PRESIDENT’S MESSAGE
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am truly honored to serve as President of your Montgomery Bar Association. When I was elected as Secretary of the MBA in 2020, I could never have imagined what the next four years would bring. Almost immediately, we began searching for a new Executive Director and then were confronted with the COVID pandemic, the effects of which will leave a lasting imprint on all of us. Yet, we learned how to adapt and pivot with new and innovative ways to stay connected and still practice law. I am in awe at the resiliency of our members and the MBA team. I am very excited to lead our MBA for the next year. Already I get one extra day as President, with 2024 being a leap year. We have lots of events planned and I am especially excited to bring everyone to Annapolis in September. Annapolis holds very special memories for me so it seemed like a great place to bring our members and our Bench together. I hope to build upon all the great work of my predecessors with a focus on service and giving back to our community. It seems very apropos that my incoming message is in our Giving Issue. Community involvement and pro bono service have always been very important to me, so I love to see all the good charitable work of our members. My parents instilled in me and my sisters, the importance of helping others in our community. We often helped my mom at volunteer events, and shopped at Christmas for less fortunate families. I believe we have a responsibility to pay it forward. No matter the path each of us has taken to make our way to this career and this point in our lives, we are all in position to share our skills, gifts, time and talents. To echo the words of Nelson Mandella, “We can change the world and make it a better place. It is in our hands to make a difference.” The accomplishments of this Bar Association are already evident.
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The Access to Justice Summit held in October 2023 brought together community organizations and leaders in our legal community to identify areas of need, ways to bridge the gaps and offer ways that we can help. One big takeaway was the need for more volunteers. Organizations have seen a decline in volunteers, particularly since 2020. With Nancy Walsh’s help and others in our focus group, we want to work together to counter this trend. I intend to work closely with our Sections and Committees, and in particular the Pro Bono, Access to Justice and Community Service Committee, in order to offer numerous opportunities for everyone to get involved. In addition, we want to recognize all members who have provided service, particularly our military veterans, and those who volunteer their time, whether for pro bono legal services, community activities and outreach, or just to help a friend or neighbor. This past year, the Pro Bono Committee created an annual award to recognize attorneys who have provided 50 or more pro bono hours during the year. In the first year, there were 20 recipients. I would love to see that number double this coming year. In addition, the MBA is now registered to be a provider of The President’s Volunteer Service Award recognizing all volunteer service. More information on this program will be forthcoming shortly. Of course, all of this hard work aligns with our mission and the work of our charitable arm, the Montgomery Bar Foundation. We have a full year ahead and I’m eager to get to work. With the help of my very capable officers, our Board of Directors, our Executive Director, Denise Vicario, the hardworking MBA Team and the guidance of many, I look forward to a wonderful 2024.
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Trial Lawyers Section By Mark Fischer, Esq., 2023 President, Trial Lawyers Section
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n 2023, the Trial Lawyers Section had another year of great programming, both educating the litigators of our Bar Association on the important topics and developments of the day, as well as bringing us together to share our experiences and knowledge. In the spring we started our year hearing about the development by the ADR Committee of the new Mediation Program offered by the Bar Association, something that will benefit the Bar and the public as it takes off to new heights. We were also fortunate to have Judge Rothstein and Judge Saltz each join one of our monthly meetings for updates on the Criminal and Civil Divisions, providing invaluable insights for our Section members appearing in the respective divisions. In the fall, the Section hosted two CLE programs, each focusing on the ever-growing topic of alternative dispute resolution. First, in September we hosted a joint CLE program with the Young Lawyers Division called “A Strategic Orientation to Mediation” presented by Lou Hockman, Esquire, co-chair of the ADR Committee. The program provided very interesting insight into the mind of a mediator and the tactics employed during a mediation session to bring the parties together toward a resolution. In October, we hosted a CLE by MBA Past-President Steve Yusem, Esquire, called “A Trial Lawyers Guide to Private Arbitration Practice,” in which the participants were guided through the benefits of private arbitration and the best way for litigators to approach arbitration in contrast to traditional court procedures. To round out our year, on December 14th we hosted our annual Holiday Party at the Blue Bell Inn, at which we presented the prestigious James Fox Trial Lawyer of the Year Award to Mark F. Himsworth, Esquire, of Hamburg, Rubin, Mullin, Maxwell & Lupin. We decided to continue a new tradition of having a Section member that is a good friend of the recipient present the award, which of course provides for some great stories and laughs. In this instance, MBA Past-President Greg Gifford did the honors in presenting the award to Mark Himsworth and
adding to the fun of another great night at the Blue Bell Inn. Thank you to all those that were able to attend; I already look forward to the event again next year. The Trial Lawyers Section is a true gem among the many wonderful Sections and Committees in our beloved Bar Association. Litigators come together to break bread, learn and most importantly befriend one another, an exercise that not only benefits those involved but the public as well, as the spirit of cooperation, courtesy and friendship makes our justice system a better place for all involved. As my year as Section President comes to an end, I have been reminded of the many great friends and connections I have made through the Section, especially during my time on the Section Board. It has been a true honor and privilege to serve as President of the Trial Lawyers Section. Thank you to all those who encouraged me to get involved in the Section leadership and to those with whom I have shared these four short years on the Trial Lawyers Section Board.
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Young Lawyers Section By Jason Edwards, Esq., 2023 Chair, Young Lawyers Section
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hen I became a practicing attorney in October of 2015, I immediately joined the MBA. In my mind it was the natural next step. You joined a profession, so join the professional organization. I also had mentors and senior attorneys telling me that the MBA would be beneficial to me, and that I should not only become a member, but that I should become an active member. And that is exactly what I did. Maybe I was naive. Maybe it was just my personality. Maybe it was how I was raised. Maybe it was the mentors I surrounded myself with. But it wasn’t until about 2019 that I realized how unnatural it appeared to be for young attorneys to not only become a member of the MBA, but an active member of the MBA and see the benefits of being an active member of the MBA (or really any organization) could have for them. It appeared as if they were all taking the short-term view rather than the long-term view of building a network. Then the COVID pandemic happened. The YLS – a vibrant, active section – seemed to disappear overnight. In 2022, when I served as Interim Chair of YLS, I made it my mission to convince other young attorneys of the importance an active involvement in the MBA could have on their careers, and to increase involvement in the MBA. In 2023, when I became Chair of YLS, I continued on with that mission. Connections are important to humans. Specifically, connections outside of social media and the online world. Outside of MBA members being potential referral sources (which is how the MBA 8 SIDEBAR
is described to many young attorneys as the most important reason to join), involvement in the MBA on the most basic level helps you form relationships with other attorneys outside of your law firm and outside your field of practice. That one member of the MBA you connected with at a general YLS meeting or event, could be the contact you need for that next job. It could be the contact your friend from law school needs for their next job. In addition to forming connections, the MBA provides you an avenue to give back to your community. Studies show that being of service is a net positive for your well-being. Knowing other members of your profession on a more personal level also provides you with resources outside of your law firm that you can turn to with questions that you are uncomfortable asking another member of your firm. The list of benefits goes on and on. When I became Chair in 2023, it appeared to me that simply hoping people would show up at meetings and participate would not bring back a vibrant, active section. Members need to be incentivized. Members needed to have a role. Members needed a purpose. In order to get more YLS members involved, the YLS officers created committees and chair positions to entice involvement and to get YLS members more involved with the MBA in general. For example, we started a lunch and learn series in 2023. It was chaired by Ashley Garland and Kailie Melchior. Both were tasked with connecting with people inside and outside the MBA to come and speak at YLS general meetings on different topics. Being in that position allowed both of them to communicate and get access to staff at the MBA, leadership of the MBA, other MBA members, and outside
individuals/entities they would most likely not have connected with otherwise. And lastly, while I was not involved in the creation of the program, Nancy Walsh’s Young Lawyer Development Program had an enormous impact in my opinion on the increase in participation in 2023 by young lawyers in the YLS specifically and the MBA generally. Programs like that need to be fostered. It can be difficult for a young attorney to just show up at a general meeting. Knowing that the development program meetings would be a small group setting went a long way in my opinion to create a comfortable environment for young lawyers which then fed into the general YLS meetings and events. Nancy also had members of the MBA come to the development meetings. Again, giving young lawyers a tangible benefit. It is not enough to tell young attorneys that networking is important, so join the MBA. There needs to be avenues for those young attorneys to see the benefits of the MBA up close and personal. Seeing is believing. I urge you to promote the benefits of the MBA to the young attorneys and to support the next generation of young attorneys. The MBA will be better for it and our profession will be better for it. The MBA opened doors for me I never thought would open. I connected with people I never would have connected with otherwise. I hope it does that for other young attorneys as well. I look forward to seeing what Incoming YLS Chair Rob Sebia has in store and seeing the next generation of YLS leadership take this section forward. Thank you for supporting the YLS.
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Probate & Tax Section: FOOD FOR THOUGHT FOR ESTATE PLANNERS By George M. Riter, Esq., Vice Chair, Probate & Tax Section and Elizabeth L. Ferraro, Esq.
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s 2023 draws to a close, many estate planners focus on year-end planning and gifting. In addition to the current federal estate tax exemption, which is to sunset at the end of 2025, there are other issues to consider and keep in mind. In particular, the persisting issue regarding properly exercising powers of appointment over trusts that are exempt from Generation Skipping Transfer Tax (“GST”) and are grandfathered (“GST Grandfathered Trusts”), in order to preserve the exempt status of such trusts, and the time-sensitive issue of the January 1, 2024, effective date of the Corporate Transparency Act (“CTA”) reporting requirements.
1. Exercising Powers of Appointment Over GST Grandfathered Trusts As estate planning practitioners, we often establish trusts that will minimize federal estate tax at the first death and potentially for several generations. In order to maintain flexibility over established trusts, we often include powers of appointment. When exercising powers of appointment over
trusts that are exempt from GST, estate planners should be mindful of Treasury Regulation Section 26.2601-1 and, with respect to trusts that were irrevocable prior to September 25, 1985, which are GST Grandfathered Trusts, consideration of Treasury Regulation Section 26.2601-1 (b) (1)(v)(B)(2) (hereinafter referred to as the “Regulation”) is imperative. The Regulation provides that in exercising a power of appointment over a GST Grandfathered Trust, if the lives in being, as measured from the creation of the trust, are extended, it may unwind the trust’s grandfathered status. Under the Regulation, the vesting period is calculated based on those individuals alive when the trust was created, plus a period of twenty-one (21) years, plus, if necessary, a reasonable period of gestation, which is commonly referred to as “perpetuities,” and equates to approximately ninetynine (99) years. Many GST Grandfathered Trusts grant surviving spouses or beneficiaries the power to appoint assets in further trust under their Last Will and Testament. However, when exercising a power of appointment under a GST Grandfathered Trust, practitioners must consider whether the terms pertinent to the exercise of the power of appointment potentially extend the time that the assets of the GST Grandfathered Trust are retained in trust. While Pennsylvania no longer has the rule against perpetuities, pursuant to the Regulation, an improper or sloppy exercise of a power of appointment over a GST Grandfathered Trust could inadvertently unwind the grandfathered status of a trust. continued on next page >
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PROBATE & TAX SECTION continued from page 9 For example, if spouse 1 established a GST Grandfathered Trust at their death which grants spouse 2 the power to appoint all or part of that trust in further trust, care must be taken in exercising spouse 2’s power of appointment to not extend the measured lives in being. In this fact pattern, if additional grandchildren are born in the years between the death of the two spouses and spouse 2’s exercise of the power of appointment extends the duration of the trust to include these after born individuals, the measuring lives have been extended and this may unwind the GST grandfathered status of the trust. If the exercise of the power explicitly limits the duration of the trust receiving an addition from a GST Grandfathered Trust, then such exercise will not be deemed to unwind the GST grandfathered status of the trust. Without care and attention this could have significant unintended tax consequences.
2. Corporate Transparency Act If estate planners are not already worried about the Corporate Transparency Act, which became effective January 1, 2024, they should be. The CTA will impact our practices and our clients. Under the CTA, many U.S. legal entities and foreign entities that do business in the United States will be required to report information about the entity and the “beneficial owners” thereof. The CTA exempts 23 types of entities such as bank accounts, holding companies, investment companies, tax-exempt entities and the like. However, for most estate planners, CTA will primarily affect the corporations, limited liability companies and other entities that we create for clients in the course of estate planning to structure clients’ businesses, real estate interests, and investment holdings, all of which will be subject to the CTA reporting requirements with the U.S. Treasury Financial Crimes and Enforcement Network (“Fin.C.E.N.”). The CTA requires the reporting of information related to the “beneficial owners” of the entity. The “beneficial owners” are those that have 25% or greater ownership interest in the entity or have “substantial control” over the entity. Substantial control
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exists where that individual is a President, CEO or has authority to make decisions regarding the management, reorganization, acquisitions and significant obligations of the entity. Without doubt, many clients who created or will create such entities for estate planning purposes, will be deemed to be substantial owners because the client often wants to maintain control and decision making authority over the entity and its assets. Consider a classic example of a singlemember limited liability company, which is formed to manage investments and perhaps real estate. The single member of the limited liability company is the beneficial owner. It is also common for clients to transfer ownership interests to or for subsequent generations, as long as the client maintains control and authority. This too will result in the client being considered a beneficial owner, and, depending how much of the entity is transferred, the next generation may also be considered a beneficial owner. If a trust owns an entity, there may be multiple beneficial owners including: the trustees, any individual with authority to dispose of trust assets, a beneficiary who is the sole permissible recipient of income and principal of the trust, and a beneficiary who has the right to demand distribution or withdrawal of all or substantially all of the trust assets. Subject, however, to the exception for exempt corporate trustees which do not have to report as beneficial owners and the handful of exceptions for individual beneficial owners who would otherwise qualify, including minor children. What remains unclear, is whether a grantor who can modify the trust or a beneficiary who is not a beneficial owner but possesses a testamentary power of appointment will be deemed a beneficial owner. Entities that currently exist or are created before January 1, 2024, must submit the beneficial ownership interest reports no later than January 1, 2025. Entities formed during 2024 must file the first report ninety (90) days after the reporting of the company’s creation date or registration date, whichever occurs earlier, and entities formed on or after January 1, 2025, have thirty (30) days from such time to file the same. While these dates are fast approaching, Fin.C.E.N. has not yet released the electronic filing system. All estate planners should become familiar with and inform their clients of these new requirements, not only to comply with the law but to ensure that clients are not subject to the significant penalties for failure to report. In summary, the obligations of estate planning lawyers are not limited to advising their clients of their options and drafting appropriate documents, we must also inform them of the ongoing obligations now established under the Corporate Transparency Act. 4867-7178-2037, v. 3
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Career Corner By Jennifer Whitehurst, Esq.
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cover letter is a valuable opportunity to showcase your relevant skills and make a strong first impression on an employer. However, cover letters can also be one of the most challenging parts of a job search. Today we’ll cover three common cover letter mistakes and how to fix them.
Mistake #1: It’s all about me. A cover letter should focus on what you can do for the employer, not what the employer can do for you. While it’s perfectly acceptable to include why you are interested in a job, you should avoid themes like “this would be an excellent step for me because...” The cover letter is your pitch to get to the interview stage. While your personal motivations might come up in an interview, right now the employer is interested in what skills and experiences you would bring to a position.
Mistake #2: It’s not a cover letter, it’s a resume in narrative form. Do not recite your resume in its entirety. The employer already has a copy of your resume. Instead, your cover letter should illustrate why your experience and achievements make you a strong candidate for the position based on the position’s responsibilities, the practice area, the firm’s geographic location, etc. You should “connect the dots” for the employer and match your skills and experiences to the employer’s needs. To get started, ask yourself questions like: Why am I a great fit for the position? What are my unique skills and experiences? What do I offer that is not readily apparent from my resume?
Mistake #3: It’s not personal. While it can be tempting to reuse a cover letter, the bulk of each letter should be original, specific, and relevant to the exact position and employer. Start by doing some basic research on the employer. Using examples, highlight areas where your own experiences and skillsets align with the employer’s mission and objectives. Likewise, if you are responding to a job posting, mimic the employer’s language about desired skills and experiences to describe your own qualifications. As you write your letters, remember: keep it to one page. Use good design principles (consistent, readable font; standard margins; appropriate paragraph density and proportions of white space). Always proofread your document. Finally, please don’t let a request for a cover letter deter you from applying for a job. The first cover letter is generally the hardest, but (like most things) they get easier with practice. A clear, concise, and specific cover letter will make you stand out and help you land the interview. Jen is the Director of Career Strategy at Drexel University Thomas R. Kline School of Law’s Career Strategies Office. You can reach Jen with questions regarding professional development and law student recruitment at jmw575@ drexel.edu.
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The Equity Stop Kwanzaa: First Fruits: Ashley A. Garland, Esq. Cookies. Lights. Christmas trees. Menorahs. Carols. These are just some of the things we see and hear as part of winter holiday celebrations. But in some homes, you may also see red, black and green candles or hear daily discussions of the seven principles, which are part of the celebration of Kwanzaa. Created in 1966 by Maulana Ron Karenga, Kwanzaa is modeled after traditional African harvests. The name Kwanzaa is derived from the Swahili phrase “matunda ya kwanza,” meaning “first fruits.” The Black Community celebrates the first day of Kwanzaa on December 26 and the celebration culminates on January 1 with a special feast to acknowledge the fresh fruits of a new year. There are seven Kwanzaa symbols often used as decoration. They are typically displayed on a table or similar surface. First the mkeka (mat) is placed on the table. The kinara (candleholder) is then centered on the mat and mazao (first fruits) and muhindi (corn), a symbol of fertility, are arranged around it. In the kinara are the mishumaa saba (seven candles). Three of the seven candles are red, representing the struggle; three of the candles are green, representing the land and hope for the future; and one of the candles is black, representing people of African descent. Handmade and artisan-made zawadi (gifts) are then arranged on the mat. Finally, the kikombe cha umoja (unity cup) is placed on the mat to remind celebrants to give thanks to our ancestors. On each day of Kwanzaa, families and communities come together to acknowledge and celebrate one of seven Kwanzaa principles through discussion, food and art. While there are many ways to celebrate each day, here are some examples of activities you can do with your family: 1. Unity (Umoji): Tell stories of achievements that could not have been accomplished alone. 2. Self-Determination (Kujichagulia): Eat caramel-covered apples to prompt a discussion about looking into the core of the self and finding strength from within. 3. Collective Work and Responsibility (Ujima): This is the perfect night for a potluck. Everyone’s contribution shows the importance of bringing family together. 4. Cooperative Economics (Ujamaa): Remember to support Black businesses and one another. Choose a Black-owned
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business for one of your Kwanzaa celebration meals. 5. Purpose (Nia): This is a great time to focus on community and outreach. Consider inviting neighbors and serving baked treats, coffee, and tea, or baking a loaf of bread for a friend who could use some extra support or sense of connection. 6. Creativity (Kuumba): This day — often considered the most exciting of the seven — is all about color, music, eating, and dance. Put out some musical instruments and have a jam session or put on your favorite playlist and dance the night away. 7. Faith (Imani): This is often a day of self-reflection that ends with the sharing of gifts. Focus on all that came before you, all that is around you, and all that will come after you. Kwanzaa is a beautiful holiday that can be celebrated by anyone. There may be ways for your family to incorporate at least one of the Kwanzaa traditions into your celebration each year. But whatever you do and however you choose to celebrate your winter holidays, I wish you much joy.
A Source of Income Issue: Michelle R. Dempsky, Esq., mdempsky@temple.edu Few things are more stressful than looking for a rental home when you don’t have enough money to pay the rent. In fact, millions of people across the country struggle to find affordable rental homes, especially following the Covid crisis. A home is generally considered affordable if a family spends 30% or less of their monthly income on it. There are many local and federal programs that help individuals and families with low incomes afford safe, decent and clean rental units or homes in which to live and raise their families. These many programs are generally known under the umbrella term ‘subsidized housing’. Unfortunately, some renters who receive financial help still face hurdles from landlords who don’t want to accept housing vouchers or participate in rental subsidy programs. Some landlords also refuse to count Social Security, child support, public assistance, alimony and other legal sources of income in determining whether a renter is qualified. In a growing number of jurisdictions, these denials are illegal. As of February 2021, 18 states, more than 90 cities and counties, including New Jersey and Washington, D.C., have passed source-of-income discrimination laws, according to the
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Poverty & Race Research Action Council. State and local laws prohibiting SOI discrimination began to appear in the 1970s, steadily spreading across the country, and increasing exponentially beginning in the mid-2000s. In 2017, the American Bar Association adopted a resolution that “urges federal, state, local, tribal, and territorial governments to enact legislation prohibiting discrimination in housing on the basis of lawful source of income.” (American Bar Association, Resolution 119A (Aug. 2017).) One of the most important goals of SOI laws has been to open higher opportunities to lower poverty neighborhoods to families with Housing Choice Vouchers (HCVs). Today, housing mobility for families with HCVs is widely recognized as an important complement to neighborhood revitalization efforts. SOI laws are one of the key foundations for a successful HCV program, together with strong housing mobility programs and higher voucher rents. Relationships between race and income also mean that states with SOI laws may see better and more equitable outcomes across race. The kind of housing discrimination passed in other jurisdictions, and proposed here, is essentially “source of income discrimination” and refers to the practice of refusing to rent to a housing applicant because of that person’s lawful form of income. Often the denial of housing will serve as a pretext for a prohibited form of discrimination and disproportionately affects renters of color, women, and persons with disabilities. As a result, source of income (SOI) discrimination contributes to the perpetuation of racially segregated communities and neighborhoods with concentrated poverty. Whether Pennsylvania will follow the rapidly growing trend of other states is an open question, but one seeing serious consideration by the state legislature. One thing is clear; source of income has become a source of frustration, and many are watching the developments with interest.
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“Upcoming Events”
Liberty and Law: Mary Pugh, Esq.
Third MBA Name Change Clinic: The Diversity, Equity, and Inclusion Committee, Family Law Section, and the Pro Bono Committee of the MBA have partnered with the Montgomery County Prothonotary’s office to host another free virtual name change clinic in April of 2024. While the Montgomery County clinic is open to all County residents, there is a deliberate effort to invite transgender, non-binary, and gender non-conforming individuals. Furthermore, the MBA currently offers a recorded 1 credit DEI CLE on the name change process and social awareness for transgender and non-conforming issues relation to legal practice. With the second completion of the second successful clinic in August of 2023, the MBA and Prothonotary’s office intend to continue the program. Volunteer attorneys will meet with the clients virtually to complete the petitions, and an attorney volunteer will appear for the court hearing itself. The Montgomery Bar Association also offers free publication in the Bar Reporter. Any attorneys interested in volunteering, or anyone interested in participating as a client, should contact Michelle Dempsky at mdempsky@lasp.org.
Launched in 2010, the Liberty and Law Program has been a premiere community outreach opportunity for lawyers and judges to interact with our young citizens and teach them about the Constitution, the rule of law, and our civic duties. As participants in this civics education program, teams of judges and lawyers teach seventh grade students in the Norristown School District about Constitutional topics throughout the school year. DEI members have signed up to participate in ongoing events, and anyone interesting in participating should contact the DEI chair.
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Pro Bono, Access to Justice, and Community Service Committee Update By Tim Knowles, Esq., Co-Chair, Pro Bono, Access to Justice, and Community Service Committee The Pro Bono, Access to Justice, and Community Service Committee ended 2023 with a bang. On October 21, 2023, committee members staffed the Grace and Cecil Bean Soup Kitchen in Norristown. We prepared and served breakfast to about 100 individuals suffering from food insecurity. A good time was had by all. On October 25, 2023, we sponsored a CLE at the bar building on the PA Pro Bono Matters website. The website allows potential volunteers to look up specific opportunities in southeastern Pennsylvania. Following the CLE, we had a reception honoring recipients of the Keystone Attorney Award. This award was given to any attorney who completed at least 50 hours of pro bono work in the preceding year. Congratulations to the recipients! Keep track of your pro bono hours moving forward, as we plan to do this again next year. On December 4, 2023, we worked with Legal Aid of Southeastern Pennsylvania (LASP) on a free Senior Legal Clinic in Pottstown. Committee members prepared wills, healthcare directives, and powers of attorney for low-income seniors. We ended the year with a collection of toiletries and winter clothing for Grace and Cecil Bean’s Soup Kitchen. We had a great collection. The donations were dropped off on December 27, 2023, just in time to provide vital clothing and supplies before the snow and dangerously cold weather. Our next meeting is in February 2024. Come join us! Contact committee co-chairs Kate Palladino (kpalladino@lasp.org) or Tim Knowles (tknowles@wmpalaw.com) if you’d like to get involved. Thanks to all who helped make this a great year.
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By Joel B. Bernbaum, Esq.
rtificial intelligence is all the rage. Here is its response to my inquiry “How can Lawyers use Artificial Intelligence?” The response was generated in 2 minutes. Here it is without any input from me or any corrections.
A
5. Legal Compliance: Chat GPT can assist lawyers in staying up to date with ever-changing legal regulations and compliance requirements. It can provide information on legal updates and assist in compliance-related tasks.
Chat GPT
6. Client Communication: Lawyers can use Chat GPT to draft responses to client inquiries and provide information on legal processes, timelines, and potential outcomes.
“Lawyers can use Chat GPT in various ways to enhance their practice and improve their efficiency. Here are some ways in which lawyers can utilize Chat GPT: 1. Legal Research: Chat GPT can help lawyers conduct legal research more quickly and efficiently. It can provide information on relevant case law, statutes, regulations, and legal precedents. Lawyers can input specific legal questions or keywords to get tailored research results. 2. Drafting Legal Documents: Lawyers can use Chat GPT to draft legal documents such as contracts, pleadings, briefs, and agreements. Chat GPT can generate initial drafts based on provided information and templates, which lawyers can then review and customize. 3. Legal Writing and Analysis: Chat GPT can assist lawyers in composing legal memos, opinions, and summaries. It can help in the organization and structuring of legal arguments and provide language suggestions for persuasive legal writing. 4. Contract Review and Due Diligence: Lawyers can use Chat GPT to review contracts and perform due diligence tasks. It can quickly extract and summarize key provisions and clauses from lengthy documents, helping lawyers identify potential issues.
7. Legal Advice and Consultation: While Chat GPT is not a substitute for human legal advice, it can help lawyers provide initial information and explanations to clients, allowing lawyers to focus on more complex and personalized legal advice. 8. Continuing Legal Education: Lawyers can use Chat GPT to access legal knowledge for their continuing legal education needs. It can provide insights into new legal developments, recent court decisions, and evolving legal trends. 9. Multilingual Support: Chat GPT can be valuable for lawyers dealing with clients who speak different languages. It can provide translation services and assist in cross-border legal matters. 10. Document Automation: Lawyers can use Chat GPT to automate the generation of routine legal documents, making their practice more efficient and reducing manual paperwork.” It’s important to note that while Chat GPT can be a valuable tool for lawyers, it should not replace the expertise and judgment of a qualified attorney. Lawyers should review and verify the information generated by Chat GPT to ensure its accuracy and compliance with local laws and regulations. Additionally, lawyers should be cautious about sharing sensitive client information with AI models to maintain client confidentiality and data security.
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RESTAURANT REVIEW
Kinya Ramen and Sushi Bar
1839 East Ridge Pike Royersford, PA 19468 kinya.us
By Franqui-Ann Raffaele, Esq.
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his issue’s restaurant review takes me to Royersford. Kinya Ramen and Sushi Bar can be found off of Ridge Pike. The restaurant sits neatly in the Shoppes of Upper Providence, across the street from the ever-popular Target. Upon entering the restaurant, guests will see an expansive, colorful, and beautifully designed accent wall, which hosts an array of Japanese inspired art depictions. The accent wall is an attractive piece that complements the other interior decorations. Whether seated at a booth or a table, you will be met with impeccable service. The servers are friendly, knowledgeable, and willingly give recommendations. Kinya is the home of the Golden Ramen. They pride themselves on their gold standard and strive to give every customer a fine, pure, and unmatched experience. Since my first visit to Kinya Ramen, my partner and I have gone several times since and they’ve truly lived up to their standard. Over our multiple visits, my partner and I have tried almost everything on their menu. A popular choice for patrons, and one in which we often partake, is Kinya’s combo deal which provides for a choice of ramen bowl and an appetizer. It’s an excellent way to introduce yourself to what Kinya offers. There are a variety of choices of ramen and an array of appetizers to choose from. For appetizers, some of our favorites are Takoyaki, which are diced octopus balls, pork buns, and wings with spicy soy garlic sauce. The Takoyaki has a good flavor and comes with a large portion, especially as an appetizer. The pork buns are served to you on a metal steam tray and offer two pieces. The bao bun is perfectly prepared and not overcooked. It’s soft and holds well while you eat. The pork is sliced on the thinner side and followed by a cucumber slice, lettuce and a delicious sauce drizzled on top. The wings with spicy soy garlic sauce are crispy, full of flavor and moist. You receive a decent portion of the wings as well.
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Now onto the main event – the ramen. You will find the ramen bowls come in different colors based on the choice of ramen you get. Red is spicy, yellow is vegetarian and black is for non-spicy or standard spice. I typically stick with one of my favorites – the wonton ramen. The two most popular ramen are the Kinya Ramen and Tonkotsu Ramen. Each is comprised of high-quality ingredients and a unique flavor profile. The broth is one of the best parts of the ramen bowl. It’s thick, flavorful, and only gets better when you mix all of the ingredients together. You can add additional protein or vegetables of your choice as well. Each ramen comes with half of a seasoned, soft, boiled egg, a ladle perfect for mixing or taste testing different ingredients, and chopsticks (although a fork can be provided). Kinya is not just about its ramen. They offer items like sushi and poke bowls. The sushi is of high quality. They offer classic combinations and wonderful, thoughtful presentations. The poke bowl offers a large portion with similar high-quality ingredients. Kinya is perfectly situated next to a Wine and Spirits Store. The restaurant offers BYOB so consider stopping next store to grab a bottle of sake to complete an utterly delicious experience.
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BOOK REVIEW
The Sun Does Shine: How I Found Life and Freedom on Death Row by Anthony Ray Hinton and Lara Love Hardin Review By Jules Mermelstein, Esq., author of Justice, Justice Shall You Pursue
M
ost of my book reviews for SIDEBAR have been legal thrillers. This is different, very
different. I learned that this book existed on the first day of Fall 2023, even though it had been published in 2018. As soon as I heard there was a memoir by an innocent man who spent 30 years on death row, I knew I had to read it and bring it to the attention of my legal community. Anthony Ray Hinton’s story is a story of injustice; of what happens when “actual innocence” does not matter. When innocence does not matter to the police, to prosecutors, to expert witnesses, to judges, or to all-white juries in Alabama when a Black man is the defendant. When innocence does not matter to appellate courts, even if the man is on death row. When state attorneys general decide it would be a “waste of the court’s time” to hear evidence of the innocence of someone who had, at the time, served 16 years on death row for a crime he did not commit. But it is also a story of a man who grew up with unconditional love and with people who believed in him, and how that was able to keep him, mostly, grounded in hope while living for 30 years in a 5 x 7 cell. It is a story of resilience and fight. And it overlaps with the story of Bryan Stevenson, an attorney whose book Just Mercy: A Story of Justice and Redemption I reviewed for the Fall 2015 issue of SIDEBAR. In fact, the forward of Hinton’s book was written by Bryan Stevenson. Anthony Ray Hinton, who liked to be called Ray, was not an angel. He had previously written bad checks and had stolen a car by taking a test drive and not
returning it. But Ray was never violent. He was raised by a loving mother to love all people and to have faith in God. At the age of 29 his faith was tested when he was arrested for two murders he did not commit. He had faith in his courtappointed attorney despite their first conversation: At my arraignment, he barely looked at me. He was officially assigned my case, and I heard him mumble, “I didn’t go to law school to do pro bono work.” I cleared my throat, and he looked me in the eye for the first time. . . .. “Would it make a difference if I told you I was innocent?” “Listen, all y’all always doing something and saying you’re innocent.” Because of Ray’s continuing demand to take any test to prove his innocence, his attorney made an agreement with the prosecutor that Ray would undergo a lie detector test and the results would be admitted at trial no matter what they showed. When he passed, the prosecutor reneged on the deal and the judge backed him up, not allowing the results in evidence. The prosecution continued despite more robbery-murders with the same modus operandi and phone calls to his attorney both at his office and at his home and to Ray’s mother from someone who said he, the caller, was the killer. It continued despite Ray not matching the description of the murderer. As his arresting officer said to him: “You know, I don’t care whether you did or didn’t do it. In fact, I believe you didn’t do it. But it doesn’t matter. If you didn’t do it, one of your brothers
did. And you’re going to take the rap. You want to know why?” I just shook my head. “I can give you five reasons why they are going to convict you. Do you want to know what they are?” I shook my head, no, but he continued. “Number one, you’re black. Number two, a white man gonna say you shot him. Number three, you’re gonna have a white district attorney. Number four, you’re gonna have a white judge. And number five, you’re gonna have an allwhite jury.” As all of us involved in the criminal justice system know, appellate courts do not like to deal with claims of actual innocence. In fact, in 2022 the Supreme Court, in Shinn v. Ramirez, ruled that even if there is a preponderance of evidence that the defendant is actually innocent, that is not a reason to reverse a death sentence. As Ray says: I don’t think proof of innocence should ever be disregarded. Who are we if we allow that? What part of our system is working if an innocent man can be killed and no one cares because of rules that were made to be able to kill him quickly? Like it was some kind of game. I do not have enough room to give this book the importance it deserves, or to include all that happened to Ray. I urge all involved in the criminal justice system – prosecutors, defense attorneys, trial and appellate judges – to read this book and answer Ray’s question: Who are we if we allow that? WINTER 2024 17
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MOVIE REVIEW
The Lincoln Lawyer:
A Legal Drama Masterpiece Unfolding Across Seasons 1 and 2 By Gregory Gilston, Esq.
I
n the riveting world of legal dramas, “The Lincoln Lawyer” stands out as a compelling and intricately woven series that expertly balances courtroom theatrics with the complexities of ethical dilemmas. Seasons 1 and 2 of this show, adapted from Michael Connelly’s bestselling novels, deliver a gripping narrative that keeps legal enthusiasts on the edge of their seats. The strength of “The Lincoln Lawyer” lies in its protagonist, defense attorney Mickey Haller, portrayed with finesse by the talented cast. In the show, Manuel Garcia-Rulfo plays the character of Mickey Haller – a criminal-defense lawyer and recovering addict. A quick-witted and slightly impulsive criminal law guru, Haller’s questionable decision-making lands him in hot water time and time again, despite the fact that he always seems to prevail for his clients in every case that he takes on. Season 1 introduces viewers to Haller’s unorthodox methods, often operating out of his Lincoln Town Car, and it masterfully captures the strategic
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maneuvers involved in criminal defense. The writing skillfully navigates the intricacies of the legal system, shedding light on ethical quandaries faced by defense attorneys. The courtroom scenes are intense, and the show doesn’t shy away from confronting the blurred lines between justice and legal maneuvering. Season 2 seamlessly picks up the mantle, delving deeper into Haller’s character and introducing new, equally compelling cases. The legal battles presented are not just about guilt or innocence but serve as a lens into the flaws within the justice system. The writing maintains a delicate balance, delivering riveting courtroom drama without sacrificing the human elements of the legal profession. One of the show’s standout features is its attention to legal accuracy. “The Lincoln Lawyer” consistently portrays realistic courtroom procedures and law office dynamics, ensuring a satisfying watch for legal professionals who appreciate authenticity. The show’s dedication to showcasing the nuances of
legal strategy, ethical dilemmas, and the dynamics between attorneys and clients elevates it above typical legal dramas. While legal thrillers often sacrifice substance for style, “The Lincoln Lawyer” manages to achieve a harmonious blend of both. The cinematography and soundtrack complement the intense legal proceedings, creating an immersive experience for the audience. Seasons 1 and 2 stand as a testament to the potential of legal dramas when approached with authenticity and narrative finesse. “The Lincoln Lawyer” is a must-watch for legal enthusiasts craving a dramatized portrayal of the legal world, served with a side of gripping action, compelling storytelling, and exceptional acting.
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Introducing My Benefit Advisor The Benefits of Prioritizing Employee Well-being
P
rioritizing employee well-being is a strategic move for any business looking to successfully develop their business and enhance their competitive edge among their peers. Companies that demonstrate to employees that they are valued and supported as important individuals within the organization are more likely to develop a workforce that is engaged, productive and committed to their work. By expanding employee assistance programs to address burnout, offering and steering employees to resources designed to better support employee needs, training managers to better recognize employee behavioral issues, and offering workplace flexibility, business owners can effectively implement programs that can truly make a difference. Among the benefits employers are likely to realize by adding more holistic employee benefits, perks and wellness programs include: 1. Increased productivity and efficiency. When employees are happy and healthy, they are more likely to be productive and efficient at work. They are able to focus on their tasks and complete them in a timely manner, without being distracted by health or personal issues. This results in higher quality work and a better overall performance for the company.
customer loyalty and increased revenue for the company.
2. Improved employee retention. When employees feel that their well-being is a priority for the company, they are more likely to stay with the company for the long term. This reduces the cost of turnover and ensures that the company retains its top talent.
5. Enhanced brand reputation. Companies that make their employees’ well-being a priority are viewed as socially responsible and ethical. This enhances the company’s brand reputation and makes it more attractive to customers and potential employees.
3. Enhanced levels of customer service. Employees who feel valued and supported are more likely to provide customer service at an elevated level. They are better able to build strong relationships with the company’s customers and address client needs more effectively. This leads to greater
The Montgomery Bar Association offers its members access to My Benefit Advisor as a solution for employee benefits, including voluntary offerings. For more information about My Benefit Advisor, visit our website at montba.mybenefitadvisor. com or contact Ray Keough at (610) 684-6932.
4. Reduced healthcare costs. Prioritizing the well-being of employees can lead to lower healthcare costs for the company, since when employees are healthy, they are less likely to require expensive medical treatments or take time off from work due to illness. This can result in a significant cost savings for the company.
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MCAP UPDATE By Mary C. Pugh, Esq., Executive Director, MCAP
MCAP honors Montgomery County Commissioner Ken Lawrence at Salute to Heroes Dinner Dance & Auction! MCAP held its 13th annual Salute to Heroes Dinner Dance & Auction on Saturday, November 11, 2023, at the Sheraton Valley Forge Hotel. More than 180 family members, friends, and members of the local legal community gathered to celebrate Montgomery County Commissioner Chairman Ken Lawrence for his dedication and service to the children and families of Montgomery County. Commissioner Lawrence shared his love of the County, and we learned about his work with the homeless and his participation in the SNAP food stamp challenge for a week. Commissioner Lawrence really walks the walk when it comes to service to our great County. We appreciate his passion and his courageous leadership. Guests also toasted MCAP’s volunteer attorney advocates for the thousands of hours they donate each year to their MCAP cases. The event – which included silent and live auctions, delicious food and drink, dancing, and a photo booth – raised critical funds for MCAP’s work to provide free legal services to child victims of abuse, neglect, and trafficking in Montgomery County. Next year, MCAP will be celebrating our 20th anniversary, and we are very excited to host a gala event on Friday, September 27, 2024, at the Bluestone Country Club in Blue Bell, PA. Mark your calendars now for September 27, 2024, 20th Anniversary MCAP Gala. 2023 In a Snapshot: This year MCAP saw many changes to our staff and our overall work. We welcomed two new attorneys, Chastity Bruno and Alex Felt, who are making an impact on our PFA cases. We hosted two new fundraising events this year that were very successful: “MCAP on Tap” in July at Screwballs Bar & Grille in Upper Merion, and the Norristown Bocce
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League Charity Tournament. The Norristown Bocce League selected MCAP to be the recipient of this year’s tournament and their generosity was phenomenal. Besides the monetary gain we received from these two events, we made new friends and we shared the mission of MCAP to new communities in Montgomery County. Of course, we can’t forget our favorite employee Nutmeg, who made her debut in January 2023. Since her first case with Judge Clifford, Nutmeg has been extremely busy this year. On an almost daily basis, she is in juvenile court, family court, or at PFA and custody hearings bringing comfort and support to the kids and families. We receive numerous requests weekly, from Judges and their staffs, to bring Nutmeg over for a visit to provide love and comfort to them as well. Nutmeg really is our Superhero! As 2023 winds down, we are on track to meet or exceed the number of children we served in 2022, which was 785. Although this number continues to increase each year, we are thankful that we are able to provide a voice to each of these at-risk children who otherwise could fall through the cracks of the legal system. Thank you! Without the support of the County Commissioners, our grant funders, all of those who donate to MCAP each year, and the hard work of our MCAP attorneys for their tireless efforts providing top level legal services for free, none of our work would be possible. On behalf of MCAP’s board and staff, thank you for your support and commitment to keeping children safe. Wishing you and your families warm wishes for a healthy and happy holiday season. To donate to MCAP visit our website at www.mcapkids.org – you can direct your donations for the care and maintenance of our Nutmeg as well.
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Kathryn Palladino named LASP’s Norristown Managing Attorney
K
athryn M. Palladino, Esq., has been named Legal Aid of Southeastern PA (LASP)’s Norristown Managing Attorney, effective Oct. 1, 2023. She joined LASP in August 2019 as a Staff Attorney in the Norristown Office. She handles custody, divorce, Social Security, and landlord-tenant cases for LASP. Kathryn is LASP’s Montgomery County Pro Bono Coordinator and co-chairs the Montgomery Bar Association’s Pro Bono, Access to Justice, & Community Service Committee. “I’m looking forward to continuing my work at LASP in my new role as Managing Attorney,” she said. “I am fortunate to work with an amazing team of colleagues who are doing great work for low-income and vulnerable people in our community. It is a privilege and honor to serve in this capacity.” She holds a J.D. from Villanova University Charles Widger School of Law and a B.A. in English and Political Science from Albright College. During law school, Kathryn interned with the Montgomery County Public Defender and the Villanova Farmworker Legal Aid Clinic. After law school, Kathryn developed a robust private practice, including custody, adoptions, divorce, Protection from Abuse, unemployment, dependency and expungement work. During her time as an associate at a small local firm, Kathryn volunteered for LASP pro bono cases and at driver’s license restoration and expungement clinics. She also volunteered for the Montgomery Child Advocacy Project (MCAP) and the Montgomery County Eviction Prevention & Intervention Coalition (EPIC). Kathryn was honored with the MBA’s Henry Stuckert Miller Community Service Award in April 2023 and LASP’s Rising Star Award in June 2023.
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What Does the Bar Foundation Do? By Kate Harper, Esq., 2022-2023 President, Montgomery Bar Foundation
D
o you remember the first time you walked into a courtroom? Were you excited and happy and feeling very much at home? Or did you build your confidence over time as you went to the Courthouse over weeks or years? Or maybe you decided then and there you were never going to be a trial lawyer. Any one of those experiences would be an experience many members of the Bench and Bar have had. Now, suppose, for a moment, that you weren’t a lawyer, you didn’t speak English well, you’d never been in the Courthouse, much less a courtroom, and you were dreading it – maybe because you were confronting someone for the first time since you had called 911 to report them, or because the outcome would determine whether you and your children had a home that night, or because you had just gotten out of prison and had only bad memories of what happens in the Courthouse and you needed help in court with a custody case to see your children again. These things happen in the Montgomery County Courthouse every single day. Making sure people can get justice here in Montgomery County is why the Montgomery Bar Foundation exists. Every day, Montgomery Bar lawyers help people get justice—either by offering pro bono services or offering financial support through Montgomery Bar Foundation grants. Last year, the Victim Services Center of Montgomery County served hundreds of people victimized by crime to understand their legal rights, and to get some help with immigration issues that made them afraid to report crimes. They were referred by local police officers and local hospitals to the Victim Services Center for help. And we helped. Laurel House, part of Montgomery County’s Domestic Abuse Response Team (DART), saw an increase in reported cases of domestic abuse last year and responded with individual help for victims in need of finding safe housing, medical advocates to help them navigate the healthcare situation they found themselves in, and advocates to accompany victims to court so they did not face the criminal justice situation alone. Laurel House also stepped up their training for first responders and the police who are often the first ones on the scene, and made sure DART advocates were available seven days a week, 24 hours a day. And we helped. The demand for ACLAMO’s services doubled last year. ACLAMO bills itself as a nonprofit community service organization offering programs for Latinos so that “every family, every child and every adult” can “reach their full potential,
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independence and happiness” in our community. Using a bilingual approach, they connect people with a lawyer who can help them address their issues related to legal matters, as diverse as housing, public benefits, labor disputes and immigration issues leading to a path for citizenship. They know the services they offer are “life-changing.” And we helped. Several of the non-profits who benefit from Montgomery Bar Foundation grants are especially attuned to the needs of children, like Mission Kids Child Advocacy Center, helping victims of child abuse get justice with a child-centered approach, or the Montgomery County Child Advocacy Project, training attorneys—pro bono and employed—as child advocates so they benefitted from current Judges on the Montgomery County Bench who saw a need to provide someone in the Courtroom to advocate for child victims of abuse. And we helped. The Women’s Center of Montgomery County offers domestic violence victims legal advice and an advocate to come with them in Court; Norristown Ministries runs a legal aid clinic for people who can’t afford a lawyer but need legal advice; and Family Services of Montgomery County, through its Reentry Initiative, works to connect those released from prison to employment, housing, medication and public benefits to keep them out of prison. It’s working. And we helped. And, last but not least, is Montgomery Bar Foundation’s support for Legal Aid of Southeastern PA with offices in Pottstown and Norristown in Montgomery County. Last year, Legal Aid, which offers help to low income people with civil legal issues—many housing-related— served hundreds of people. The agency has professional lawyers and paralegals on staff. As they put it, “Housing stability is an important building block for healthy and productive lives,” noting even an orderly planned move out of rental space is better than an eviction which results in homelessness. Legal Aid also spends the time to ensure that their clients actually understand the legal process and can participate in the decisions affecting their lives. Soon you will be asked to renew your support for the Montgomery Bar Foundation. As lawyers who work in, and believe in, the value of the Courts, I am asking you, as Members of the Montgomery Bar Association, to be generous. The work that you support makes our Courts more able to provide real justice to those who find themselves in the legal system and otherwise would not know what to do, or how to advocate for themselves. And for this work, the time is always now.
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LET'S TAKE A MINUTE TO ACKNOWLEDGE OUR NEWEST GOLD LEVEL FELLOWS... BECAUSE GIVING $10,000 TO SUPPORT YOUR LOCAL BAR FOUNDATION IS A PRETTY BIG DEAL. Cary L. Flitter, Esq.
Cary L. Flitter recently became a Gold Level Fellow upon making a generous, personal donation of $10,000 to the Bar Foundation.
Jacqueline M. Reynolds, Esq.
The Montgomery Bar Foundation's recently installed President fulfilled her Gold Level promise with a $7,500 donation, making her the first woman to attain Lifetime Gold Fellow status.
SCAN HERE AND BECOME A FELLOW.
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SCAN HERE AND MAKE A DONATION.
Get to know your Montgomery Bar Foundation.
THANK YOU BRUCE L. BALDWIN, ESQ. & WOLF BALDWIN For generously donating a portion of your fees from a recent personal injury case to the Montgomery Bar Foundation upon the suggestion of Cary Flitter, Esq. in lieu of a referral fee.
SCAN HERE AND BECOME A FELLOW.
Y�U� P�S�I�N� Y�U� C�M�U�I�Y� Y�U� C�U�E�
SCAN HERE AND MAKE A DONATION.
Get to know your Montgomery Bar Foundation. WINTER 2024 23
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This year, The Feldman Firm, LLC celebrated #GivingTuesday and the holiday season by once again making contributions to three charitable organizations. This year, the Firm has made donations to Sara’s Smiles Foundation, the Montgomery Bar Foundation, and the Association for Adults with Developmental Disabilities. Sara’s Smiles (www.saras-smiles. org), based in Meadowbrook, Pennsylvania, honors the memory of Sara Kate Burke, Jeff Feldman’s niece, by brightening the spirits of pediatric cancer patients in hospitals and care facilities around the country. The Montgomery Bar Foundation (www. montgomerybar.org/?pg=MBFHome) is the charitable affiliate of the Montgomery Bar Association; it supports law-related educational, charitable, and humanitarian projects throughout Montgomery County, Pennsylvania. The Association for Adults with Developmental Disabilities (www.aaddpa.org), based in Jenkintown, Pennsylvania, provides education, discussion, and social activities that empower special needs men and women aged 18 years and older to live more independent lives while helping to support caregivers and helping to increase acceptance of special needs in our community.
While 2023 has been a busy year at Timoney Knox, we have remained steadfast in fulfilling one of our core missions: giving back in time, talent and treasure to our Montgomery County community. 24 SIDEBAR
Timoney Knox continues its support of those that serve the community, including the police and fire departments. We support the Fort Washington Fire Company No. 1 and the Montgomery County Critical Incident Stress Management Team (MontCo CISM). The mission of this team is to help the township’s citizens cope with emergencies such as terrorism, natural disasters, and wide-scale trauma. We continue our commitment to the Montgomery Child Advocacy Project (MCAP), which aims to prevent and address child abuse in Montgomery County through legal services, advocacy, and education. As we have for many years, we supported the Montgomery Bar Foundation Legal Aid program, whose mission is to facilitate access to justice and protect the integrity of the legal system. Several of our lawyers are Montgomery Bar Foundation fellows and actively support the Foundation’s activities that support charitable programs that help people get justice. Since the founding of the Kelly Ann Dolan Memorial Fund in 1976, Timoney Knox has proudly supported and served on the Fund’s Board. This non-profit organization offers financial assistance for families caring for children with serious illnesses, disabilities, and injuries. We are humbled and heartened by their impact: more than 27,000 families in crisis have received the help they so desperately need. In 2022, our firm adopted two families and provided gift cards for all family members. The firm continues its longstanding support of the Wissahickon Trails. Timoney Knox has supported this organization since its inception, both financially and by having our attorneys serve on its board. We are proud to support Wissahickon Trails and its efforts to protect our land and waterways. We take great pride in helping Wissahickon Trails support our local environment. Longevity is something we value and embrace. Our longtime service in these community programs and with these local
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organizations among others is not only deeply fulfilling but is an essential investment to building a brighter and better future.
This holiday season, the King of Prussia office of Marshall Dennehey, P.C. has continued its longstanding tradition of making food and monetary donations to the Patrician Society of Norristown, a non-profit organization that has been serving the economically disadvantaged in the greater Norristown area for over 40 years. Over the past 40 years, the Patrician Society has conducted a state-licensed after-school care center (the first in Norristown borough), a children’s summer day camp, a “tailgate” farmers’ market, a men’s overnight shelter, a meal ticket voucher system, nutrition education classes for mothers receiving public assistance, psychological counseling services, a Hispanic support/ socialization group, a summer youth jobs training program (in conjunction with the Temple University School of Social Administration), and a senior citizens’ program. The office food drive was again led by Marshall Dennehey Administrative Assistant Mary Pat Kielinski, who has been coordinating the collection and delivery effort for 20 plus years. Marshall Dennehey King of Prussia stands with the Patrician Society and their important mission to provide food, clothing and shelter to the good people of our community who need assistance, especially during these economically challenging times.
Throughout the year, the lawyers and staff supported or served on the boards of many local nonprofit organizations including the Montgomery Bar Foundation, the Montgomery County Women’s Center, MCAP, National Alliance on Mental Illness Montgomery County, the Cradle of Liberty Boy Scouts of America, Generations of Indian Valley, the Ambler Senior Adult Activity Center and Keystone Opportunity Center. As the year end approached, the spirit of the holidays brought additional giving. We held a food drive in November providing Thanksgiving baskets and grocery gift cards to needy families served by Keystone Opportunity Center in Souderton. In addition, a food collection was held for Emmanuel Lutheran Church’s E-Meal program which serves meals to struggling families in the Souderton community. In December, we supported several families through the holiday programs offered by the Kelly Ann Dolan Foundation, Manna on Main Street, and Keystone Opportunity Center. Gifts and gift cards were provided to these organizations to make the holidays a little brighter for their families. We also provided children’s stocking stuffer items (crayons, markers, candy, toothbrushes…) for
Emmanuel Lutheran Church’s Stocking Drive. The stockings were distributed to children in the community who would otherwise not have received one. We like to include seniors in need too. This year, for the first time, we reached out to a local nursing home and purchased “wish list” items for the residents. We also “adopted” an elderly couple, both of whom were experiencing serious medical issues, and provided them with items to help in their day-to-day struggles. Animals are an important part of our lives so we could not forget them either. We collected cash, pet supplies, treats, paper towels, and cleaning supplies for the Last Chance Ranch in Quakertown. Charitable giving is an important part of our daily lives, and we feel fortunate to be able to give back to the local community, especially during the holidays. We wish everyone peace, joy and good health this holiday season and in the New Year.
For decades, Friedman Schuman, PC has been a proud advocate for charitable initiatives in Montgomery County. In the past year, our firm directed its support to the National Breast Cancer Foundation, Inc., making contributions throughout October to fund HOPE Kits. These kits, filled with uplifting items like fuzzy socks, tumblers, educational resources, and inspirational bracelets, are thoughtfully designed to spread encouragement to breast cancer patients undergoing chemotherapy. During this holiday season, our office is actively gathering donations of non-perishable food and small household items for the Mattie N. Dixon Community Cupboard in Ambler, aiming to provide support to local families in our community. Many of our attorneys, active members of the Montgomery Bar Association, annually contribute to the Montgomery Bar Foundation. These donations are instrumental in assisting underprivileged children, the homeless, victims of domestic abuse, and struggling families in Montgomery County. In addition to our collective support for various organizations, individual staff members and attorneys are engaged in causes close to their hearts, whether it’s volunteering at animal rehabilitation centers, contributing to medical research for various illnesses, or other meaningful endeavors. Some of these organizations include Last Chance Ranch, Bridelwild Trails, Abramson Senior Care, Jefferson Health, Philadelphia Federation of Jewish Agencies, Emily’s Entourage, Philadelphia Zoo, and the Philadelphia Ronald McDonald House. We are very thankful for the ability to give back and support so many wonderful organizations and our local community throughout the year. Wishing you & yours a healthy, peaceful, and joyous holiday season. continued on next page >
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The Giving Issue Continued from page 25
This year Kane, Pugh, Knoell, Troy & Kramer continued their long tradition in partnering with the Montgomery County Department of Health and Human Services and to provide gift cards, meals, and clothing to local families in need. Summer can be a challenging time for families as access to school breakfast and lunch programs are limited. Our attorneys and staff participated in the Office of Children and Youth’s Summer Grocery Gift Card Drive and were able to assist in keeping families fed during the 2023 summer months. As the holiday season approached our team got busy collecting nonperishable food items such as stuffing, gravy, rolls, yams and vegetables which we used to assemble gift baskets for families who requested help in providing a Thanksgiving dinner for their families. Each basket contained a gift card so families could purchase a turkey.
The attorneys and staff of Wisler Pearlstine, LLP, individually and collectively, remain committed to supporting the communities in which they live and work. This year, through its Wisler Pearlstine Charitable Fund (“The Fund”), the firm gave grants to organizations across Montgomery, Bucks, Chester, Delaware and Philadelphia Counties including: Ambler YMCA, Angel Flight East, Breakthrough of Greater Philadelphia, Bringing Hope Home, Bucks County Opportunity Council, Community Volunteers in Medicine (“CVIM”), Daily Bread Community Food Pantry, Face to Face Germantown, Montgomery Bar Foundation, The Community Coalition, The Open Link and West Chester Food Cupboard.
As the weather changes so do the needs of many local families. The Kane Pugh Team was able to spread a little warmth and holiday spirit by donating new coats to children and individuals in Montgomery County.
Kane Pugh is proud to have lawyers serving the Montgomery Child Advocacy Project “MCAP.” Our child advocates donate countless hours to help abused and neglected children. Many of our attorneys dedicate their time and experience to strengthen Boards of the various professional associations they belong to, such as the Pennsylvania Bar Foundation, Montgomery Bar Foundation, Legal Aid of Southeastern Pennsylvania, Pennsylvania Coalition Against Rape and the Ed Snider Youth Hockey Foundation. Wishing everyone Happy Holidays and peace in the New Year!
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Members of the firm also participated in a day of service event with Kids Against Hunger Philadelphia, an organization dedicated to feeding the hungry both locally and globally, packing over 7,000 life-saving meals to help feed children and families in Sudan, Africa. In October, Wisler Pearlstine was proud to serve as presenting sponsor of the Montgomery Bar Foundation’s 2023 Access to Justice Summit, helping to foster community collaboration and connection. This holiday season, the firm continued its annual tradition of collecting toys for children and families served by the Daily Bread Community Food Pantry in Collegeville. Wisler Pearlstine also helped to make spirits bright for local families battling cancer, through Bringing Hope Home’s Adopt-A-Family Program, to alleviate some of the financial stress of the holidays.
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Montgomery Bar Association
Mediation Program
By Katherine Frechette, Esq., Craig J. Fleischmann, Esq., and Carolyn Moran Zack, Esq.
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fter three years in development, the Montgomery Bar Association Mediation Program is fully launched and ready to accept cases for mediation. The MBA Mediation Committee was established by MBA Past-President Jaquelyn M. Reynolds, chaired by Katherine (“Katie”) Frechette, and included members Lise A. Fisher, Craig J. Fleischmann, Rochelle (“Shelly”) B. Grossman, Rebecca A. Hobbs, Louis Hockman, Cary McLain, Kenneth P. Milner, Leno P. Thomas, Robert R. Watson, Jr., and Carolyn Moran Zack. The Guidelines for the program were approved by the Board of Directors under the leadership and support of MBA Past-President Sarinia M. Feinman in September 2022, and the MBA offered trainings by Cheryl Cutrona, an experienced and respected mediator, for new mediators in February 2023 (civil) and September 2023 (family). There are currently 23 attorneys who are trained and qualified as mediators for addressing civil (non-family) disputes. The MBA is currently accepting applications for family law mediators, and it is anticipated that there will be 10 or more family lawyermediators available to accept family law cases for mediation beginning January 2024. The MBA Mediation Program is modeled largely upon the Chester County Bar Association Mediation Program, which has been in place for about eight years. The Program is designed to provide trained mediators who are MBA members, at a low entry cost, to facilitate resolution of disputes, both for prelitigation and active cases in suit. Mediation is offered for the following types of matters: personal injury/medical malpractice; construction law; business and contract disputes; real estate; landlord/tenant; Orphans’ Court matters (will disputes, guardianships, trusts); and family law (divorce, equitable distribution, alimony, counsel fees, child and spousal support,
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custody, and other disputes between former partners). Criminal matters are not accepted for mediation. Mediation is a consensual process in which a neutral third party facilitates communication between parties to aid them in resolving the conflict. The Mediator does not dictate a result but helps to further the process by bringing their skills and training as a facilitator and communicator, along with their knowledge and experience, to help the parties find common interests and goals. The mediator sets the ground rules and gives the parties the opportunity to listen to and talk with each other, share information, consider each other’s perspectives, and make voluntary informed decisions. Mediation helps the parties to conserve fees by working together, often with the assistance of counsel at mediation or behind the scenes, to achieve a resolution outside of court. Mediation is more efficient, since the parties meet according to their own schedules, and can often resolve cases in days or weeks, instead of waiting months or years, depending on the court’s availability for trial and the schedules of other parties, their attorneys and experts. Mediation is also less formal than litigation, allowing the parties to meet in a setting which is more conducive to problemsolving and to keep as confidential sensitive or proprietary information. Mediation enables the parties to preserve longerterm relationships by avoiding adversarial confrontation that may occur in litigation. The parties are generally more satisfied with an outcome over which they have control, and more likely to comply with an agreement for which they have determined the details. The MBA mediators meet the following qualifications: they complete an approved program including at least 14 classroom hours of basic mediation skills training including instruction in
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communication skills, negotiation skills, conflict resolution, the mediation process, ethical issues, and role-play as a mediator and as a party to the conflict; they must have a Juris Doctor or an equivalent degree, and be a member in good standing of the Montgomery Bar Association, and have 10 years of experience as an attorney; they must provide annual, written proof of a current policy of professional liability insurance, which includes mediation as a covered area; and they must provide certification of Mediation Training to the MBA. Each year, individuals on the MBA Mediator List will be expected to attend a minimum of four hours of continuing education relating to mediation, including at least one hour at an MBA-approved program to promote Mediation Program uniformity. Virtual attendance at one of these programs, if offered, is acceptable. After this year, mediators will also pay a program fee in the amount of $250.00, which helps to offset the MBA’s costs for the program. A list of the civil mediators is available on the Mediation Program page of the MBA website: MBA Mediation Program (montgomerybar. org). Parties who want to proceed with mediation submit an application package consisting of the Mediation Program Agreement, Request for Mediation Form, and payment of $1,000 to MBA. The forms are also available on the MBA website. The fee is shared equally by the parties, except as they may otherwise agree, and is for up to three hours of the mediator’s time. If the mediation exceeds three hours of time, the parties may elect to continue with the mediation at the mediator’s fee which is provided to the parties prior to the start of the first mediation session. Any party may withdraw from mediation at any time. If the parties notify the MBA prior to the selection of a mediator that they desire to withdraw the matter from mediation, they shall receive a refund of $800. If the parties notify the MBA after selection of a mediator, at least five days before the session, that they desire to withdraw the matter from mediation, they will receive a refund of $600 ($200 to be paid to the mediator). If notice of withdrawal is received within five business days prior to the date established for the mediation, then no refund will be provided. The mediation will be held at a location acceptable to the parties, which can include virtual mediation. MBA will offer space for mediation sessions at an additional fee. The parties choose a proposed mediator from the list maintained by the MBA and notify the MBA of the name of the individual selected, along with the names of the parties involved and the nature of the dispute. The MBA provides this information to the proposed mediator who determines whether there is any conflict preventing them from serving as a thirdparty neutral in the matter. In the event the proposed mediator is able and willing to serve, the mediator contacts the parties or, if they are represented by counsel, their attorneys, and provides
them with the MBA’s Mediation Agreement and the Party Information Sheet forms. If the proposed mediator is unable or unwilling to serve, the parties may choose another proposed mediator from the list, and the procedure to clear conflicts and confirm the willingness of the proposed mediator to serve will begin again until a mediator is selected. After the mediation session, the mediator notifies the MBA whether the conflict was resolved, partially resolved, not resolved, or whether the conflict is ongoing and additional mediation sessions are being scheduled. The parties agree not to call the mediator as a witness or as an expert or to produce any records or documents in any pending or subsequent judicial, administrative or arbitration proceeding involving the parties and relating to the dispute which is the subject of the mediation; they agree to disqualify the mediator as a witness or as an expert in any such proceeding; and they agree not to subpoena the mediator for any records or documents of any nature. If the mediator is subpoenaed, while the mediator has no duty to object, if he/she does object or defends against the subpoena, the party issuing the subpoena shall be responsible to the mediator for all costs and expenses incurred by the mediator in connection with objecting to and defending against such subpoena, including, without limitation, attorneys’ fees. The parties will also defend and indemnify the mediator from any subpoenas from any non-party in connection with the mediation or in connection with any agreement or understanding reached during the mediation. The parties agree to maintain the confidentiality of the mediation, including not to attempt to rely on or introduce discussions regarding settlement, admissions made by any party during the mediation proceeding, or any matter relating to proposals made and/or views expressed by the mediator. The parties also agree that the mediator shall be immune from suit and shall not be liable for any act or omission in connection with the mediation or any agreement or understanding reached during the mediation. On October 12, 2023, MBA Mediation Committee members Katie Frechette and Craig Fleischmann met with the Honorable Daniel J. Clifford, the Administrative Judge of the Family Division, and the Honorable Jeffrey S. Saltz, the Administrative Judge of the Civil Division, of the Montgomery County Court of Common Pleas, to introduce and discuss the program. The judges were receptive about informing counsel and pro se litigants about the availability of the Mediation Program and will be sharing the information with Bench. The MBA Mediation Committee appreciates the Court’s support of the program and hopes that the program will help to reduce the Court’s caseload. The Committee also encourages attorneys to spread the word about the Mediation Program, and to encourage their clients to take advantage of this expedient and cost-effective alternative dispute resolution option.
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Montgomery Bar Foundation Hosts Fourth Access to Justice Summit By Nancy Walsh, tbdNOW, LLC.
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n October 5, 2023, over 60 Montgomery County leaders – judges, bar leaders, pro bono attorneys, social service providers, business community members, and law enforcement officials – gathered at the Montgomery Bar building for the fourth Access to Justice Summit. Hosted and developed by the Montgomery Bar Foundation – in furtherance of its almost 35-year mission to improve, facilitate, and support justice and fair treatment for all – the Summit was first developed in 2017 to support and advance the collective efforts of its attendees. This iteration of the Summit, generously sponsored by Wisler Pearlstine, LLP, was focused on reconnecting and exploring new challenges and opportunities that have emerged since the group last met in 2019. The morning was filled with energy and determination, as those committed to serving county residents engaged in important and productive conversation. Seth Wilson, Montgomery Bar Association Vice President, kicked off the morning, warmly welcoming all attendees, followed by Montgomery Bar Foundation President, Kate Harper, who spoke of the work of the Foundation and its enthusiastic support of the many organizations represented in the room. After a brief overview of the morning’s agenda by event facilitator, Nancy Walsh, two passionate keynote speakers presented their remarks. Community Member and Peer Support Coach, Elizabeth Johnston, shared a moving and important story of her experience with the criminal justice system; her humility, grace, and reslience left everyone in attendance inspired and informed. Montgomery County Commissioner, Jamilla Winder, followed Ms. Johnston with equally powerful 30 SIDEBAR
and personal remarks about her life of service, her family, and her commitment to ensuring justice in its most expansive form throughout Montgomery County. Keynote presentations were followed by the Summit’s six esteemed panelists who spoke briefly about their respective organizations: Shawn Boehringer, Esq. (Legal Aid of Southeastern PA) Mary C. Pugh, Esq. (Montgomery Child Advocacy Project) Nelly Jimenez-Arevalo (ACLAMO) Elizabeth DiArcangelo (Community Connections) Dave Eckert (Montgomery County Multi-Faith Coalition) Megan Morrison (Montgomery County Treatment Courts) These presentations were packed with details and provided an excellent window into the noble work happening throughout the county, as well as the challenges faced by residents and providers on a daily basis. Attendees were now armed with broadened perspectives, and thus ready to jump into the second part of the Summit. After a short break, participants broke into small workgroups (5-8 people each, representing a diversity of constituents), and were asked to discuss various questions, identify challenges and opportunities resulting from the pandemic, and explore ideas and solutions to address them. The groups were focused and engaged, and the room buzzed with energy, as individuals who had not previously interacted discovered opportunities for rich
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collaboration. The level of discourse in the room suggested that these conversations could have continued far beyond the time allotted. Still percolating with ideas, the entire group came back together to debrief. The insights shared by the group were indicative of the depth of experience and passion of those in the room. The housing shortage, rising mental health crisis, staffing issues, reduction in collaborative behavior, and a loss of community relationships were among the many pandemicrelated challenges identified; increased awareness and empathy, expanded reach due to greater use of virtual meetings, and greater creativity and innovation were among many pandemicrelated opportunities identified. The spectrum of ideas for addressing challenges and capitalizing on opportunities was vast and impressive, ranging from the specific and practical to the far-reaching and aspirational. Through all these discussions, participants gained deeper understanding of both the common and the unique challenges faced by their colleagues and their respective clients; this enhanced perspective will be an invaluable tool in the important work they do.
The important and inspiring morning was brought to a close with remarks from Amy DeShong (member of the Summit Planning Committee and representative of Wisler Pearlstine, LLP, Summit Sponsor) and Denise Vicario (Executive Director of Mongomery Bar Association and Montgomery Bar Foundation). Both Ms. DeShong and Ms. Vicario demonstrated gratitude, passion, and a commitment to service, ending the morning on a perfect note. The Bar Foundation formed a focus group, comprised of individuals representing a diverse range of perspectives and experiences, to review the event’s outcomes and establish next steps. Be on the lookout for the projects, resources, and continued opportunities to connect that will be the exciting results of the 2023 Montgomery Bar Foundation Access to Justice Summit. Do you want to support access to justice in Montgomery County and the work of the impactful organizations represented at the Summit? Make it happen by contributing to YOUR Montgomery Bar Foundation (Ways to Support montgomerybar. org). WINTER 2024 31
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2023 MARGARET RICHARDSON AWARD By Rebecca Sallen, Esq.
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n a heartfelt ceremony, on September 13, the Women in the Law honored Judge Kelly C. Wall with a Margaret Richardson Award. Her inspiration and unwavering advocacy for justice and empowerment proves that Judge Wall’s impact extends far beyond the courtroom. My personal connection with Judge Wall began in 2018 when she selflessly became my mentor through the MBA Leadership Academy. Even in the midst of the pandemic, she extended her support, ensuring my family had essentials and offering invaluable guidance. Judge Wall’s genuine care transcends mentorship; she is a friend who goes above and beyond. What sets Judge Wall apart is her commitment to uplifting others. Not only does she mentor MBA Leadership members, but she also dedicates time to mentor local high school girls, genuinely investing in their success. Her influence extends beyond mentorship. Before coming to the bench, she volunteered as a Parent Advocate, supporting mothers through the Office of Children and Youth. She has tirelessly
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supported organizations like LegalAid and the Women’s Center, offering free seminars on custody and divorce and providing representation to those in need. Judge Wall’s dedication to combating domestic violence is commendable. Her involvement in the Montgomery County Domestic Violence Task Force and contributions to education programs showcase her commitment to this crucial cause. Currently presiding over the Targeted Opioid Phase Program, she dives deep into understanding addiction, exemplifying her hands-on approach. Beyond her legal prowess, Judge Wall serves her community as a board member of Merakey, advocating for autism awareness in the justice system. Recognized among the “100 Most Influential Irish Women in the Philadelphia area,” she stands as a testament to extraordinary contributions to the legal profession. Judge Kelly C. Wall’s legacy is one of mentorship, advocacy, and dedication. She embodies the spirit we should all aspire to – a true inspiration for women in the legal profession.
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Wellness Walk
September 21, 2024 Valley Forge National Park
2023 Past Presidents Dinner October 26, 2023
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MONTGOMERY BAR ASSOCIATION
Bench Bar Conference September 29-October 1, 2023 Alexandria, VA
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MBA Celebrates 50-Year Members at Membership Dinner Friday, November 3, 2023, Manufacturers’ Golf & Country Club
50-Year Members Honored William H. Bradbury, III, Esq. Hon. Thomas C. Branca Edwin L. Guyer, Esq. H. David Kraut, Esq. William L. Landsburg, Esq. Richard D. Linderman, Esq. Steven H. Lupin, Esq. Donald J. Martin, Esq. Randal J. McDowell, Esq. Betty Narducci Montana, Esq. Michael C. Shields, Esq. Saul J. Solomon, Esq. Amy W. Sosnov, Esq. Marc Robert Steinberg, Esq. Samuel J. Trueblood, Esq. Bernard E. Zbrzeznj, Esq. 36 SIDEBAR
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WINTER 2024 37
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WIRETAPS
MEMBER News
Colleen F. Coonelly, Esq., has been appointed by the Supreme Court of Pennsylvania to the Pennsylvania IOLTA Board, for a three-year term. The Board awards grants to legal services organizations, pro bono programs, and law schools to support civil legal assistance for those without the financial means to retain counsel. John S. Han, Esq., of High Swartz LLP has been appointed to a role on Philadelphia Mayor Cherelle Parker’s Transition Team. He will be assuming a role on the Public Safety sub-committee. John S. Han has distinct ties to the Philadelphia community. He is a former Assistant DA with the Philadelphia District
Attorney’s Office, where he spent six years prosecuting jury and bench trials across cases involving public corruption, fraud, white-collar crime, and violent crime. John would later transition to the United States Department of Justice Organized Crime and Gang Section. During his tenure, he investigated and prosecuted federal RICO and Violent Crimes in aid of racketeering cases against organized crime groups, including the Mafia and street gangs. Hamburg, Rubin, Mullin, Maxwell & Lupin is pleased to announce that Steven A. Hann, Esq., was a speaker at the Pennsylvania Municipal Authorities Association’s (PMAA) 81st Annual Conference & Trade Show, where he
presented a seminar entitled, “How Recent Government PFAS Initiatives Could Impact Your Wastewater Treatment Plant.” During this webinar, Steve spoke on various issues related to PFAS chemicals (also known as “forever chemicals”) and their impact on wastewater treatment facilities. James M. Jacquette, Esq., of Timoney Knox, LLP was formally recognized by the Lower Gwynedd Township Board of Supervisors on October 24, 2023, for his 42 years of volunteer service to the Lower Gwynedd Township Parks and Recreation Board.
Upcoming Events February 9, 2024
MBA Ski Day & “Après Ski” Happy Hour
March 22, 2024
Annual Memorial Service
April 19, 2024
Dinner Dance at the Union League Liberty Hill
April 26, 2024
Law Day
May 2, 2024
MBA Family and Friends Day at the Elmwood Park Zoo
*The events and dates above are subject to change and this is not a comprehensive list. Please visit the Events page on www.montgomerybar.org for an up-to-date list of current events.
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Welcome New Members
The following members have been admitted to the Montgomery Bar Association between October and January 2024: Natalie S. Abbott Bridget C. McCullough Julie Owsik Ackerman Ryan Michaleski Andrew R. Alston** Philip M. Mintz Laurel Anderson Sara A. Mohamed Michael D. Attryde Douglas Thomas Mormello, Jr. Kila B. Baldwin Madison Morton Steven T. Bara Gabriella Mudd* Anthony J. Beldecos Helee Mukesh Patel Michael Berkowitz Ali S. Munshi Chade Biney-Amissah Niayla-dia Murray George W. Bodenger Tiffany M. Nicholson Madelaine Braver Nicholas Noto Howard Brod Brownstein Ross O’Neill** Andre Phillip Brown Ryan O’Neill* Aaron Bryant Henry Orlowski-Scherer Zachary R. Burd Stephen M. Panik III. Robert Byrne George Sonal Parekh Joseph P. Canuso Kenneth R. Pugh** Jillian B. Casarella Nicholas N. Rausch Michael J. Chimes Alexandra Jean Robinson Michael J. D’Aniello** Kristen A. Rosa Houlahan Nicole Danner Hilary F. Rosenberg Alexander August DeNardo Robert Evan Rosenthal Mark Cameron Derner Keenan Safadi Frank (TJ) Dillon Ethan Smith* Dina M. Eagan** Lewis D. Sorokin Sharon B. Eckstein Kevin F. Sweeney Jennifer Feld Karen Razler Thek Elizabeth L Ferraro Ramón Urteaga Laurie A. Fiore Emily Vener-Giszter Joshua David Fisher Allison Wickman Christina D. Frangiosa** Larissa Marie Wright Delann N. Fraschetti Finch Roxanne Zhilo Richard P. Gilly * Returning Member Daniel Gruen** ** Law Student Member Andrew M. Hansen Mariah Heinzerling The following members Carolyn Elaine Johnson are retiring from the Nathaniel Jordan Montgomery Bar Association: David A. Keightly Jr. Holly Kelly* Wayne R. Clemens Trevor J. Lahoz Douglas Gifford Peter Limburg Matthew T. Macken Richard Squire Karen Conn Mavros Lark Alexandria McAllister
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