STATE BAR OF 247th BOARD OF GOVERNORS MEETING & 2013 ANNUAL MEMBERS’ MEETING 9:00 a.m.–12:00 noon, Friday, June 21, 2013 Marriott Hilton Head Resort & Spa Hilton Head Island, South Carolina

Dress: Business Casual

AGENDA

Topics Presenter Page

1) ADMINISTRATION

a) Call to Order ...... Robin Clark ...... 1-16 President 2012-2013

b) Recognition of Past Presidents, Judges ...... Robin Clark and Special Guests

c) Recognition of Retiring Executive Committee Members and Board of Governors Members ...... Robin Clark ...... 17 • Edward Burton Claxton III, Dublin – 5 years on the Board • H. Emily George, Forest Park – 16 years on the Board • Stephanie Joy Kirijan, Atlanta – 4 years on the Board • Joaquin E. Martinez, Orlando – 3 years on the Board • Whitney D. Mauk, Atlanta – 5 years on the Board • William Harry Mills, Blakely – 6 years on the Board • J. Kevin Moore, Marietta – 12 years on the Board • Kenneth L. Shigley, Atlanta – 14 years on the Board • James Bradley Smith, Jefferson – 3 years on the Board • Derek J. White, Pooler – 12 years on the Board • Gordon R. Zeese, Albany – 18 years on the Board

d) Recognition of Sponsors ...... Robin Clark

e) Roll Call (by signature) ...... Bob Kauffman ...... 18-24 Secretary, 2012-2013

f) Future Meeting Schedule ...... Buck Ruffin ...... 25-26 President Elect, 2012-2013

2) CONSENT AGENDA

a) Minutes of the 246th Meeting of the Board of Governors, March 9, 2013 (action) ...... Bob Kauffman ...... 27-31

3) AWARDS

a) Presentation of Employee of the Year Award ...... Robin Clark

b) The remaining awards and recipients are listed in a separate brochure.

4) ANNUAL MEMBERS’ MEETING - All active State Bar of Georgia members are invited to attend and vote in the Annual Members’ Meeting.

a) Action

(1) Bylaw Amendment, Article III, Section 3, ...... Bob McCormack ...... 32 Term of Office

b) Informational Reports

(1) Memorials ...... Robin Clark (2) Investigative Panel ...... Larry I. Smith (3) Review Panel ...... Anthony B. Askew (4) Formal Advisory Opinion Board ...... James B. Ellington

c) Special Reports

(1) Supreme Court of Georgia ...... The Honorable Carol W. Hunstein Chief Justice, Supreme Court of Georgia • Presentation of Supreme Court of Georgia Resolution in honor and memory of former Chief Justice Harold Clarke

(2) Court of Appeals of Georgia ...... The Honorable John J. Ellington Chief Judge, Court of Appeals of Georgia

(3) U.S. District Court, Southern District ...... The Honorable Lisa G. Wood Chief Judge

(4) Georgia Law Department ...... Sam Olens Attorney General

(5) Office of Governor ...... Governor Ryan Teague David Werner Thomas Worthy

(6) Georgia Senate Judiciary Committee ...... Josh McKoon Special Judiciary ...... Curt Thompson

(7) Georgia House of Representatives House Judiciary Chair ...... Wendell Willard House Judiciary Non-Civil...... Rich Golick

(8) President’s Address ...... Robin Clark (Introduction by Ken Shigley)

5) ADJOURNMENT – Board Meeting will meet again at 9:00 a.m., Saturday, June 22, 2013.

STATE BAR OF GEORGIA 248th BOARD OF GOVERNORS MEETING 9:00 a.m.–12:00 noon, Saturday, June 22, 2013 Marriott Hilton head Resort & Spa Hilton Head Island, South Carolina

Dress: Business Casual

AGENDA

1. ADMINISTRATION

a. Call to Order ...... Robin Clark President, 2012-2013

b. Presiding ...... Buck Ruffin President, 2013-2014

c. Recognition of Former Presidents, Judges ...... Buck Ruffin and Special Guests

d. Welcome to New Officers & Board Members ....Buck Ruffin ...... 17

e. Roll Call (by signature) ...... Rita Sheffey ...... 18-24 Secretary, 2013-2014

f. Future Meetings Schedule ...... Buck Ruffin ...... 25-26

2. CONSENT AGENDA (Unanimous consent items. Any item may be moved from Consent Agenda to Action Items agenda upon request of any member of the Board of Governors)

a. Approval of President’s Appointments to the State Disciplinary Boards (action)

b. Approval of 2013-14 Standing, Special and Program Committees (action)

c. Executive Director Election (2013-2014) (action) (1) Cliff Brashier

d. Georgia Legal Services Appointments (action) (two year terms, 6/13 to 6/15) (1) Reappointments of • Damon Elmore, Atlanta • Albert Reichart, Jr., Macon • Jill Pryor, Atlanta

e. Chief Justice’s Commission on Professionalism (action) (lay member, three year term, 7/1/13 to 6/30/16) (1) Reappointment of Jennifer Davis

f. 2013-2014 State Bar Election Schedule (action) ...... 33

g. Authorization for President to Secure ...... 34 Blanket Position Bonds for Officers and Staff (action)

h. Designation of Depositories for General Operations ...... 34 of State Bar of Georgia (action)

i. Employment of Independent Auditing Firm to ...... 34 Audit Financial Records of State Bar for FY 2012 (action)

j. Executive Committee Minutes (information) ...... 35-43 (1) February 21, 2013 (2) April 26, 2013

3. PRESIDENT’S REMARKS 2013-14 Program…….. Buck Ruffin

4. EXECUTIVE COMMITTEE ELECTION Please keep nominations to 5 minutes. Please keep seconds to 2 minutes a. One-Year Term, 2013-2014 (1) Unexpired term of Rita Sheffey

b. Two-Year Term 2013-2015 (group election) (1) Expired term of Elizabeth Fite (2) Expired term of David Lipscomb (3) Expired term of Buck Rogers

5. ACTION

a. Treasurer’s Report (Information) ...... Bob Kauffman ...... 44-47 Treasurer, 2013-2014

b. 2013 – 2014 State Bar Budgets (action) ...... Bob Kauffman ...... 48-76 (Operating Budget and Bar Center Budget) Buck Ruffin

c. Rule 4-228, Receiverships ...... Paula Frederick ...... 77-80

d. Rule 7.3, Advertising Rule Amendments ...... Paula Frederick ...... 81-85

e. Next Generations Courts Commission ...... Hon. Lawton Stephens ...... 86-88

6. INFORMATIONAL REPORTS

a. YLD ...... Darrell Sutton ...... 89-93 YLD President, 2013-14

b. 2014 Legislation Preview ...... Dan Snipes, Chair, ACL ...... 94-97 Rusty Sewell Jim Collins Meredith Weaver Roy Robinson Zach Johnson (Grass Roots Coordinator)

c. ABA...... Linda Klein Paula Frederick

7. WRITTEN REPORTS a. Office of General Counsel ...... 98-101 b. Fee Arbitration ...... 102-106 c. Law Practice Management ...... 107-110 d. Military Legal Assistance ...... 111-130 e. Professionalism Committee ...... 131-135 f. Unauthorized Practice of Law ...... 136-137 g. Transition into Law Practice ...... 138-194 h. Real Estate Task Force ...... 195-197

i. Sections’ Annual Reports...... 198-313 • Aviation Section • Business Law Section • Child Protection and Advocacy Section • Creditors’ Rights Section • Family Law Section • General Practice and Trial Law Section • Individual Rights Law Section • Intellectual Property Law Section • Judicial Section • Local Government Law Section • Military and Veterans Law Section • Nonprofit Law Section • Taxation Law Section • Technology Law Section • Workers’ Compensation Section

8. CLOSING

a. Old Business ...... Buck Ruffin

b. New Business ...... Buck Ruffin

c. Remarks / Q&A / Comments / Suggestions

d. Adjournment

e. Pictures (Very Important) Immediately following the meeting, photos will be made of: (1) all new Board of Governors members (2) all returning Board of Governors members who want their photos updated (3) 2013-2014 Officers and Executive Committee

2013 State Bar of Georgia Annual Meeting Marriott Hilton Head Resort & Spa Early-Bird Cut-off Date: May 24 Hotel Cut-off Date: May 24 Final Cut-off Date: June 7

 June 20-23 Hilton Head Island,S.C.1 President’s Message

Dear Fellow Bar Members, On behalf of the Board of Governors and Executive culminate on Saturday evening with the Presidential Committee, I would like to invite you to attend the Inaugural Gala, when Charles L. Ruffin will take the 2013 Annual Meeting of the State Bar of Georgia to oath of office as the 2013-14 Bar president. Details be held June 20-23, at the Marriott Resort & Spa on are located throughout this brochure. Hilton Head Island, S.C. Between these events, our “Island Time” schedule I hope you and your family will join us for a well- on Hilton Head offers a wealth of recreational deserved time away from the office as we reflect on opportunities, including world-class golf and tennis, the achievements of the past year—including a most a 5K Fun Run and much more. Or, you might prefer successful 2013 legislative session—and make plans to take it easy on the expansive beach or by the for the historic year ahead, during which we will resort pool. As always, our Annual Meeting is family celebrate the State Bar’s 50th anniversary. friendly, with plenty of fun activities planned for kids and teens. Also, be sure to check out the Legal You are encouraged to take full advantage of the Exposition and Silent Auction open daily outside the many CLE opportunities that have been planned, meeting hall. along with section events, business meetings, alumni gatherings and other social functions. The festivities Thank you again for the honor of serving as your will start Thursday evening with the Opening Night State Bar president for 2012-13 and for all you do Festival, featuring music by the Landsharks, and every day to promote the cause of justice, uphold the rule of law and protect the rights of all citizens.

See you in Hilton Head!

Robin Frazer Clark President, State Bar of Georgia

2 2 State Bar of Georgia Opening Night Festival Thursday,June 20 6:30 – 9:30 p.m. Join fellow Bar members, their families and guests for a fun-filled evening of music and entertainment. Put on your favorite casual attire and head for the deck (weather permitting) for music by Landsharks, games and other activities. Food and drinks will be provided throughout the evening.

Many thanks to the State Bar’s sections and others whose continuous support ensures the success of the Opening Night festivities (see list of sections on the back cover).

Landsharks Band Presidential Inaugural Gala Saturday,June 22 6:30 – 11 p.m. The evening will begin with a reception honoring the Supreme Court of Georgia justices, followed by the Awards and Inauguration Ceremony where Charles L. Ruffin will be sworn in as the 2013-14 State Bar president. Following the inauguration and the awarding of the Distinguished Service and Employee of the Year awards, relax and enjoy your evening in one of three themed rooms of dinner, dancing and entertainment.

Martini Bar Choose from a wide selection of speciality martinis and mingle with friends and colleagues while the smooth sounds of a piano set the mood in this lounge environment.

Scotch and Cigar Bar Enjoy a hand-rolled cigar while sampling fine scotches.

Dance Club Party Nation is a dynamic party and show band providing top-notch musical entertainment. Put on your dancing shoes and get ready to rock!

Party Nation

3 2013 Annual Meeting 3 Schedule of Events 9:30 p.m. – 1 a.m. Thursday,June 20 Hospitality Suite 8 a.m. – 7:30 p.m. Registration Friday,June 21 8 a.m. – 2 p.m. 6:30 a.m. – 7:30 p.m. Exhibitor Set-Up Registration 8 a.m. – 5 p.m. 7 – 8 a.m. Kids’ Program—Turtle Thursday YLD/Pro Bono 5K Fun Run 9 a.m. – 12 p.m. 7 – 9 a.m. CLE—Georgia’s New Juvenile Code Tradition of Excellence Breakfast (General Practice & Trial Law Section) 9 a.m. – 12 p.m. CLE—Securing Your Law Practice 7 a.m. – 5 p.m. Kids’ Program—Under the Sea 9 a.m. – 12 p.m. CLE—Update on Recent Decisions from the 7 a.m. – 7 p.m. Court of Appeals of Georgia, the Supreme Court Legal Exposition and Silent Auction Open of Georgia and the 11th Circuit Court of Appeals 9 a.m. – 12 p.m. 9:30 a.m. – 4 p.m. Plenary Session: Awards Presentation, Investigative Panel Meeting Annual Members Meeting and 2012-13 Board of Governors Meeting 1 – 2 p.m. Bench and Bar Committee 12 – 2 p.m. Appellate Practice Section Lunch 1 – 3 p.m. Clients’ Security Fund Meeting 12 – 2 p.m. Criminal Law Lunch & Learn— 2 – 5 p.m. Criminal Cases and the Military CLE—War Stories XIV, Plus Georgia Evidence Update 12 – 2 p.m. Judicial Section Awards Lunch and CLE 2 – 5 p.m. Board of Bar Examiners 12 – 2 p.m. Leadership Academy Lunch 2 – 6:30 p.m. Legal Exposition and Silent Auction Open 12:30 – 2 p.m. Military Legal Assistance Program Committee 3 – 4 p.m. Budget Hearing 1 – 4 p.m. Review Panel Meeting 4 – 5 p.m. Resolutions Committee 2 – 4 p.m. YLD Pool Party & Meet the Candidates Reception 5 – 6 p.m. Commitment to Equality Awards Reception 2 – 5 p.m. CLE—Ethics, Malpractice & Professionalism 6:30 – 9:30 p.m. Opening Night Festival

4 4 State Bar of Georgia 2 – 5 p.m. 7:30 – 10 p.m. CLE—Voting Rights: The 2013 Remix YLD Dinner & Swearing-In Ceremony 3 – 5 p.m. 9 p.m. – 1 a.m. Next Generation Courts Commission Hospitality Suite 4 – 5 p.m. ICLE Board of Trustees Meeting Saturday,June 22 5 – 7 p.m. 7 a.m. – 2 p.m. Atlanta’s John Marshall Law School Registration Alumni Reception 7:30 – 8:30 a.m. 5 – 7 p.m. New Board Members Breakfast with the President Emory University School of Law Reception 7:30 a.m. – 1 p.m. 5 – 7 p.m. Kids’ Program—Heritage Game Day GABWA’s Judicial and Public Office 7:30 a.m. – 1 p.m. Academy Graduation Legal Exposition and Silent Auction Open 5 – 7 p.m. 7:30 – 9 a.m. GSU Law Alumni Reception UGA Law School Alumni Breakfast 5 – 7 p.m. & Distinguished Service Scroll Awards Mercer University School of Law Alumni Reception 9 a.m. – 12 p.m. 5 – 7 p.m. 2013-14 Board of Governors Meeting Reception honoring incoming President Charles 12 – 1 p.m. L. Ruffin (Sponsored by Baker, Donelson, Bearman Pro Bono Bloody Mary Reception Caldwell & Berkowitz, PC; Eminent Domain Section; and Silent Auction Announcements Macon Bar Association; Military / Veterans Law Section; Shewmaker and Shewmaker, LLC; and several 1 – 4 p.m. private contributors.) Tennis Tournament 5 – 7 p.m. 1 – 5 p.m. Tradition of Excellence Reception Golf Tournament (General Practice & Trial Law Section) 6:30 – 7 p.m. 5 – 10 p.m. Reception Honoring Supreme Court Justices Kids’ Program —Beautiful Places, Smiling Faces 6:30 – 11 p.m. Drive-In Kids’ Program—Harbour Town Under the Stars 5 – 10 p.m. 6:30 – 11 p.m. Teen Program—Island Pool Party Teen Program—Theater Night 5:30 – 7 p.m. 7 – 11 p.m. UGA Law School Alumni Reception Presidential Inaugural Gala: Installation of Charles 6:30 – 7:30 p.m. L. Ruffin; Entertainment: Party Nation YLD Past Presidents’ Reception 11 p.m. – 1 a.m. Hospitality Suite

5 2013 Annual Meeting 5 Continuing Legal Education Georgia’s New Juvenile Code all sizes to help make the practice of law safe, ethical, Thursday, June 20, 9 a.m. – 12 p.m. efficient and effective in representing clients. Presiding Topics & Speakers John Ryd Bush “Jack” Long; program chair; secretary, Records Management—You Gotta Know When to Young Lawyers Division, John R.B. Long, P.C., Augusta Hold It, Know When to Fold It and When You Can Topics and Speakers Throw It Away, Natalie R. Kelly Overview and Analysis of Georgia’s New Juvenile Code, Hon. Steven C. Teske, judge, Juvenile Locking Down Best Practices in Ethics, Marketing, Court of Clayton County, Jonesboro; Kirsten Widner, Billing, Collecting, Staffing and Firm Management, director of Policy and Advocacy, The Barton Center, Sarah B. Akins, Ellis Painter Ratterree & Adams LLP, Emory University School of Law, Atlanta Savannah; Gwendolyn Fortson Waring, Law Office of G. Fortson Waring, Savannah; Eric A. Ballinger, The Case Law Update on Juvenile Deprivation and Law Office of Eric A. Ballinger, LLM, P.C., Canton; Jenny Delinquency Cases, Stephanie M. Mason, assistant Mittelman, Office of the General Counsel, State Bar of attorney general, Offi ce of the Attorney General, Atlanta; Georgia, Atlanta co-chair, YLD Juvenile Law Committee How to Stay Safe in the Cloud, Natalie R. Kelly Credit 3 CLE hours with 1 professionalism* and 1 trial practice Credit (*Professionalism credit is self-reporting, using the 3 CLE hours optional self-report form.) Co-Sponsor Co-Sponsor Law Practice Management Program, State Bar Young Lawyers Division, State Bar of Georgia of Georgia Securing Your Law Practice Update on Recent Decisions from Thursday, June 20, 9 a.m. – 12 p.m. the Court of Appeals of Georgia, Presiding Supreme Court of Georgia and the Natalie R. Kelly, director, Law Practice Management Program, State Bar of Georgia, Atlanta 11th Circuit Court of Appeals Thursday, June 20, 9 a.m. – 12 p.m. Seminar Description Presiding Lawyers have a special duty when it comes to Paul J. Kaplan, program chair; senior attorney, protecting client information. Likewise, it is commercial litigation, The Home Depot, Atlanta; chair, important to ensure the firm is secure from an Appellate Practice Section, State Bar of Georgia operational perspective. Lawyers must understand Seminar Description exactly how to protect the firm and clients when Members of the Appellate Practice Section managing information has changed so much in the will provide a fast-paced overview of recent Internet age. This program will demonstrate proper developments and decisions at the Court of Appeals ways to integrate technology tools into daily firm of Georgia, the Supreme Court of Georgia and operations and show how to best manage security the 11th Circuit Court of Appeals. There will be a concerns in today’s law practice. The program will review of notable changes in appellate procedure as also demonstrate policies and procedures for firms of

6 6 State Bar of Georgia well as significant substantive decisions in criminal, commercial, tort, employment and family law.

Speakers Paul J. Kaplan; J. Scott Key, J. Scott Key, P.C., McDonough; co-chair, Federal Practice Committee, CLE Fees Appellate Practice Section, State Bar of Georgia; Attend as many CLEs as you Lawrence R. Sommerfeld, appellate chief, U.S. Attorney’s Office, Northern District of Georgia, Atlanta; like for a fl at daily rate. co-chair, Federal Practice Committee, Appellate Practice Section, State Bar of Georgia Thursday – $75* Friday – $50* Credit 3 CLE hours with 3 trial practice Both days – $100* Co-Sponsor *$75, $50 and $100 refers to the early-bird fee. Appellate Practice Section, State Bar of Georgia The $95, $70 and $120 standard fee applies after War Stories XIV, Plus Georgia May 24. Professionalism credit is self-reporting using the optional self-report form. Please be sure Evidence Update to check with the CLE moderator at the door to Thursday, June 20, 2 – 5 p.m. validate your attendance. Presiders Hon. Robert W. Chasteen Jr., judge, Superior Court, Cordele Judicial Circuit, Fitzgerald; co-chair, Bench and Bar Committee, State Bar of Georgia; David B. Bell, Law Office of David B. Bell, Augusta; co-chair, Bench and Bar Committee, State Bar of Georgia

Topics & Speakers Changes to the Georgia Rules of Evidence, Michael Scott Carlson, deputy chief assistant district attorney, Stone Mountain Judicial Circuit, Decatur

More War Stories Moderators Hon. Robert W. Chasteen Jr.; David B. Bell Panelists Hon. C. J. Becker, judge, Superior Court, Stone Mountain Judicial Circuit, Decatur; Hon. Robert M. “Mack” Crawford, judge, Superior Court, Griffin Judicial Circuit, Thomaston; Hon. R. Rucker Smith, judge, Superior Court, Southwestern Judicial Circuit, Americus; Michael Scott Carlson; Jeffrey R. Harris, Harris Penn Lowry

7 2013 Annual Meeting 7 Continuing Legal Education Delcampo, LLP, Savannah; Nicholas C. Moraitakis, Ethics for Government Attorneys, W. Ryan Teague, Moraitakis & Kushel, LLP, Atlanta; Paul W. Painter Jr., executive counsel, Offi ce of the Governor of Georgia, Atlanta Ellis, Painter, Ratterree & Adams, LLP, Savannah Professionalism for the Professional Practice, Hon. Credit (Get all your special CLE hours for the year at Thomas W. Thrash Jr., judge, U.S. District Court, this one seminar.) Northern District of Georgia, Atlanta 3 special CLE hours with 1 ethics, 1 professionalism* and 3 trial practice Ten Tips to Avoid Malpractice, Shari Klevens, (*Professionalism credit is self-reporting, using the McKenna Long & Aldridge LLP, Washington, D.C.; optional self-report form.) co-author of Georgia Legal Malpractice Law

Co-Sponsor Claims Avoidance, J. Randolph Evans Bench and Bar Committee, State Bar of Georgia Credit 3 CLE hours with 1 professionalism* and 2 ethics Ethics, Malpractice and Professionalism (*Professionalism credit is self-reporting, using the Friday, June 21, 2 – 5 p.m. optional self-report form.) Presiding J. Randolph Evans, McKenna Long & Aldridge LLP, Voting Rights: The 2013 Remix Atlanta; co-author of Georgia Legal Malpractice Law Friday, June 21, 2 – 5 p.m. Topics & Speakers Moderator Laverne Gaskins, university attorney, Valdosta State Professionalism for Criminal Practice Attorneys, University, Valdosta Robert James, district attorney, DeKalb County, Decatur Co-Chairs Jacqueline Bunn, president, Georgia Association of Black Women Attorneys, Atlanta; Gwendolyn S. Fortson Waring, The Waring Law Firm LLC, Savannah; past president, Georgia Alliance of African American Attorneys; Javoyne Hicks White, chair, Committee to Promote Inclusion in the Profession, State Bar Atlanta

Seminar Description Section 5 of the Voting Rights Act, which Attorney General Eric Holder has called “the keystone of our voting rights,” remains the most effective tool to combat discriminatory voting changes. This seminar will provide an overview of the history of the 1965 Voting Rights Act and Section 5, an evaluation of where we are now and what have we learned in light of gerrymandering, redistricting, voter disenfranchisement/voter suppression and the attorney’s role. The event will wrap up with a panel discussion on where we go from here.

8 8 State Bar of Georgia Topics & Speakers Overview and History of the Voting Rights Act of 1965 and Section 5; Shelby County Alabama v. Holder __ U.S. __ (Jan. 25, 2013); Arizona v. Inter Tribal Council of Arizona, Inc. __U.S. __, 81 USLW 3452 (Feb. 19, 2013), Laughlin McDonald, director of the Atlanta-based ARAG Voting Rights Project of the American Civil Liberties Exhibitors Union, Atlanta ABA Retirement Funds Program

Where Are We Now and What Have We Learned? Atlanta Custom Tailors (Gerrymandering, Election Reform and Voter Disenfranchisement/Voter Suppression): Is Section BPC Financial Services 5 Still Constitutional?, Anne Lewis, Strickland Bradford Health Services Brockington Lewis LLP, Atlanta CLIO Litigating Under Section 5, Jerry Wilson, Jerry Wilson, P.C., Redan; Diana Banks, King & Spalding, Daily Report LLP, Atlanta Forensic Data Corp. Panel Discussion Georgia Lawyers Insurance Program/ Election 2012’s Short Term and Long Term Pro Assurance Implications, Carletta Sims, metro conflict defender, Mableton; Elisabeth MacNamara, national president of Georgia Trial Lawyers Association the League of Women Voters; Anne Lewis; Ken Dious, Kenneth Dious & Associates, Athens Insurance Specialists, Inc. Credit Law Practice Management/Fastcase, State Bar 3 CLE hours with 1 Professionalism* LexisNexis (*Professionalism credit is self-reporting, using the optional self-report form.) Loki Services, Inc. Co-Sponsors Pro Bono Project, State Bar Georgia Alliance of African American Attorneys; Ridgeview Institute Committee to Promote Inclusion in the Profession, State Bar of Georgia; and the Georgia Association of Sections, State Bar Black Women Attorneys Silent Auction, Georgia Legal Services Program Thomson Reuters

A card listing all the exhibitors can be found in your registration packet. Visit 75 percent of the exhibitors and get your card stamped for entry into a drawing for a prize.

9 2013 Annual Meeting 9 Recreational Events

Friday,YLD/Pro June 21,Bono 7 – 8 5Ka.m. Fun Run Sponsored by Capitol Partners Public Affairs Group, the Pro Bono Project and the Young Lawyers Division, this complimentary run on the beach is a fun way to start your day. There will be T-shirts for all finishers—don’t forget to sign up!

Saturday,Tennis TournamentJune 22, 1:30 – 4:30 p.m. Registration fee: $38 (early); $58 (standard) (Includes two drink tickets.) The State Bar of Georgia Tennis Tournament will be held at Palmetto Dunes Oceanfront Resort, ranked among “The 50 Greatest U.S. Tennis Resorts” by Tennis Magazine. Palmetto Dunes features world- class tennis facilities with 23 clay and two Nova Pro Bounce courts.

Saturday,Golf Tournament—New June 22, 1 – 5 p.m. Format Registration $125 (early); $145 (standard) (Includes a box lunch and two drink tickets.) The registration fee includes all charges associated with golf, including a box lunch. The State Bar of The purpose of an afternoon on the golf course is Georgia will make donations to a local charity for to enjoy time with new and old friends; it doesn’t the first and second place teams. In addition, the matter if you play golf once a week or once a year. first place team will have their names engraved on a The new scramble format will accommodate all levels plaque that will be placed on the President’s Trophy, of experience and will begin at 1 p.m. We will make which will reside at the State Bar. Prizes will also be sure each team has an A, B, C and D player. All four awarded for closest to the pin and longest drive. golfers will hit off the tee then the four golfers will hit from the ball with the best position and keep this The State Bar of Georgia golf tournament will be held format until the ball is in the cup. Each player is not at the Palmetto Dunes Robert Trent Jones Course. required to hit every shot, so everyone can enjoy a Home to one of only two oceanfront holes on Hilton relaxing round of golf on Saturday afternoon; you Head Island, this much-loved course offers wide might be the last one to sink a 6-foot putt for a birdie. fairways, expansive greens, challenging bunkers and It’s a true team format. When you register, please subtle elevation changes. The par-5 10th hole with include your handicap or average score, along with sweeping ocean views stands apart as one of the who you would like to be paired with on Saturday. region’s most breathtaking golf experiences.

10 10 State Bar of Georgia Social Events of officers. Incoming YLD President Darrell Sutton Opening Night Festival will then highlight his plans for the YLD during Thursday, June 20, 6:30 – 9:30 p.m. the upcoming Bar year. This is an event open to all Don’t miss the Opening Night Festival. See page 3 for lawyers–members of the YLD and otherwise. a description of the events. Pro Bono Bloody Mary Reception Silent Auction hosted by the Georgia Saturday, June 22, 12 – 1 p.m. The Pro Bono Project will host a Bloody Mary Reception in the exposition area. The reception Thursday,Legal Services June 20 – ProgramSaturday, June 22 honors the memory of H. Sol Clark, “father of legal Members are invited to a silent auction hosted by aid in Georgia.” In addition, the Pro Bono Project will the Georgia Legal Services Program (GLSP) located have drawings for prizes. in the exhibit area. Don’t miss out on this great opportunity to find the best deals on a variety of items for yourself and your family. Proceeds from the auction will benefit GLSP’s mission to provide Saturday,Presidential June 22, Inaugural 6:30 – 11 p.m. Gala access to justice and opportunities out of poverty Be sure to register for the Presidential Inaugural for Georgians with low incomes who reside in Gala. See page 3 for a description of the events. the 154 counties outside metro-Atlanta. Bidding will open at 10 a.m., Thursday, June 20, and close promptly at 10:30 a.m. on Saturday, June 22. Bid as early and as often as you like. Low-income Georgians served by GLSP are counting on you. Your support is greatly appreciated.

Young Lawyers Division Dinner & Friday, Swearing-In June 21, 7:30 – 10 Ceremony p.m. Please join the Young Lawyers Division for its annual dinner and swearing-in ceremony to be held in the Sabal Palm Room. Following a dinner featuring the Low Country’s finest foods, the YLD will present its outgoing officers and directors with gifts commemorating their service. The awards ceremony will also highlight the service of the YLD’s many outstanding members, as President Jon Pannell presents the awards of achievement, as well as the Ethics and Professionalism Award, the Distinguished Judicial Service Award and the Ross Adams Award. The evening will be capped off by the swearing-in of the officers for the 2013-14 Bar year. Supreme Court Justice Keith Blackwell will present the oath of office to the YLD’s newest slate

11 2013 Annual Meeting 11 Kids’ Programs Beautiful Places, Smiling Faces - Drive-In Ages 3 11 Friday, June 21, 5 p.m. – 10 p.m. Turtle Thursday (Dinner and a snack are provided.) Join us for theater/show/movie trivia and red carpet Thursday, June 20, 8 a.m. – 5 p.m. movie bingo. Then munch on popcorn during a (Breakfast, lunch and a snack are provided.) movie at the “drive-in” on your beach towel. Learn about the history of the loggerhead turtle and its life on Hilton Head Island through books and video. Design your own turtle craft, play “Pin the Heritage Game Day Saturday, June 22, 7 a.m. – 1 p.m. Shell on the Turtle,” followed by a turtle scavenger (Breakfast and a snack are provided.) hunt. Show off your sand sculpting skills at the turtle Bring your best to this day of competition and sculpting competition on the beach and build your participate in the limbo contest, the competition for own turtle nest in the sand. Turtle-themed games will best sports equipment made out of paper, relay races, be the order of the day. board game challenges, putt-putt, Wii tennis and golf. Under the Sea Friday, June 21, 7 a.m. – 5 p.m. Harbour Town Under the Stars Saturday, June 22, 6:30 – 10:30 p.m. (Breakfast, lunch and a snack are provided.) (Dinner and a snack are provided.) Join us for a seashell hunt on the beach, beach ball Join us and design your own lighthouse; participate volleyball, sandcastle building, hula hoop beach in a sing-along; take part in a yacht drawing/design challenge, tug-o-war and potato sack races—island competition, have fun with face painting under style. At the pool, design your own sand art, play sharks the Harbour Town oak tree and play board games and minnows followed by other games and relays. The through the night. day will end with a viewing of “The Little Mermaid.”

Babysitting Services Babysitting services are available Please Kids’ activities are forNote ages 3-11. Participants need through Guardian Angels Sitting Service to be able to use the restroom independently. LLC. Call 843-681-4277, or visit www. guardianangelssittingservice.com. Outdoor activities are weather permitting. We will secure alternate indoor activities in the event Rates: $17/hour of inclement weather. Minimum of 4 hours A hold harmless waiver will be required to Mileage fees for the sitter apply—$0.25/ participate in any of the programs and activities. mile roundtrip up to $10 max per sitter All sitters are: These programs are not designed to be drop-in/ drop-out. Background screened Reference checked CPR and First Aid certifi ed

12 12 State Bar of Georgia Teen Programs Ages 12 and up Hilton Head Island Pool Party Friday, June 21, 5 – 10 p.m. (Dinner is provided.) Join us for a beach-themed pool party complete with relay races and as the sun goes down, enjoy a bonfi re with s’mores followed by swimming or lounging by the pool while watching a dive-in movie at the indoor pool. Theater Night Saturday, June 22, 6:30 – 10:30 p.m. (Dinner is provided.) Come shine under the stars and compete with your friends during talent night. Group and individual performances are encouraged. Sign up to play charades on the red carpet and design your own skits from your favorite movie or TV show.

13 2013 Annual Meeting 13 Additional Informationf Getting to Hilton Head Island Hotel Accommodations Marriott Hilton Head Resort & Spa By Car One Hotel Circle Avis Rent-a-Car Hilton Head Island, SC 29928 Avis Discount Number: J790235 Phone: 843-686-8400 Special rates for car rentals have been established Cut-off date is Friday, May 24 through Avis. Car class ranges from sub compact to luxury. All rates include unlimited mileage. Rates do Marriott Hilton Head Resort & Spa will be the Bar’s not include any state or local surcharges, tax, optional host hotel, offering discounted room rates. A block of coverage or gas refueling charges. Renter must meet rooms has been reserved for the meeting. The room Avis’ age, driver and credit requirements. rates are $199 single/double resort view. Oceanview rooms are $219 and oceanfront rooms are $239. You must use the assigned Avis Discount Number Rooms are subject to an 11 percent sales tax plus a and meet Avis requirements to receive the discount. $1/night destination tax. To make reservations and Call 800-331-1600 and reference Avis Discount receive the special rate, call the hotel directly at 843- Number: J790235 or visit the website, www.avis. 686-8400. Please mention you are with the State Bar com, for reservations. of Georgia to receive the special rate. Reservations must be made by Friday, May 24, as rooms will be on By Air a space and rate availability basis after this date. To make reservations, call Delta Air Lines at 800-221- 1212 and be sure to reference US066745227 or visit Check-in time is 4 p.m. www.delta.com and enter SkyBonus account number Check-out time is 12 p.m. US066745227 in your passenger information screen to be recognized as a State Bar of Georgia member. What to Pack Opening Night Festival: Casual summer/pool attire Directions to Marriott Hilton Head Daytime meetings and events: Casual attire Young Lawyers Division Dinner: Business casual Island Resort and Spa Supreme Court Reception/Inaugural Dinner: Visit the website (www.marriott.com/hotels/maps/ Cocktail attire travel/hhhgr-hilton-head-marriott-resort-and-spa/) to get driving directions from your location.

14 14 State Bar of Georgia Please use this form to register by checking events you plan to attend. Registration is required for all events,Registration includingg “no charge” functions. Early- bird registrations are due May 24, 2013. All registrations are due June 7, 2013. “No charge” functions are limited to two tickets per attendee. One form per registrant. You may register online at www.gabar.org. Early Qty. Standard Qty. Bird After Attendee Information Alumni Functions 5/24/13 5/24/13 (Please print or type and use one form per attendee.)  Atlanta’s John Marshall Law School Alumni Reception ...... N/C ____ $20 ____  Emory University School of Law Reception ...... N/C ____ $20 ____  GSU Law Alumni Reception ...... N/C ____ $20 ____ Bar Number  Mercer University School of Law Alumni Reception ...... N/C ____ $20 ____  UGA Law School Alumni Reception… ...... N/C ____ $20 ____ Name  UGA Law School Alumni Breakfast & Awards ...... $31 ____ $51 ____ CLE Seminars Nickname  Thursday CLE only ...... $75 ____ $95 ____   Friday CLE only...... $50 ____ $70 ____ Spouse/Guest name (if attending)  CLE Both Days (Thurs. and Fri.) ...... $100 ____ $120 ____ Kids’ Programs (Ages 3-11) Firm  Thurs. morning, Turtle Thursday ...... $98 ____ $118 ____  Fri. morning, Under the Sea ...... $105 ____ $125 ____ City/State/Zip  Fri. evening, Beautiful Places, Smiling Faces Drive-In .....$68 ____ $88 ____  Sat. morning, Heritage Game Day ...... $90 ____ $110 ____ Phone/Fax  Sat. evening, Harbour Town Under the Stars ...... $66 ____ $86 ____ Teen Programs (Ages 12 and up) Email  Fri. evening, Island Pool Party...... $62 ____ $82 ____  Sat. evening, Theater Night ...... $61 ____ $86 ____ Special Needs/Dietary Restrictions Recreational Programs  YLD/Pro Bono 5K Fun Run ...... N/C ____ N/C ____ What type of law do you practice?  Golf Tournament ...... $125 ____ $145 ____ ADA: If you have a special needs addressed by the Americans with Disabilities Handicap/Average Score: ______Act, please call our ADA Coordinator at 404-527-8700. I would like my foursome to include: ______Registration Options  Tennis Tournament ...... $38 ____ $58 ____ Registrations are processed on a first-come, first-served basis. Checks, money orders and credit cards (VISA/MC/AMEX) are accepted. Make checks payable Section Functions to the State Bar of Georgia and mail to: State Bar of Georgia Annual Meeting,  Appellate Practice Lunch ...... $20 ____ $40 ____ 104 Marietta St. NW, Suite 100, Atlanta, GA 30303-2743. EARLY-BIRD  Criminal Law Lunch & Learn ...... $20 ____ $40 ____ REGISTRATION DEADLINE TO BE POSTMARKED BY MAY 24, 2013.  General Practice & Trial Law Breakfast ...... $35 ____ $55 ____ Cancellation deadline is June 7, 2013, for refunds. The State Bar of Georgia will  General Practice & Trial Law Reception (member) ...... N/C ____ $20 ____  accept only written requests for refund of registration fees. No refunds will be (non-member) ...... $25 ____ $45 ____ made after June 7, 2013.  Judicial Lunch ...... $30 ____ $50 ____

Early Qty. Standard Qty. Packages Bird After YLD Events Full Packages for Two (registrant and spouse/guest) 5/24/13 5/24/13  YLD Dinner & Swearing-In ...... $85 ____ $105 ____  Lawyer ...... $455 ____ $475 ____  YLD Leadership Academy ...... $41 ____ $61 ____  Full-Time Judge ...... $255 ____ $275 ____  YLD Past Presidents’ Reception ...... N/C ____ $20 ____ Package includes: 2 Opening Night Festival tickets, 2 Supreme Court Reception  YLD Pool Party & Meet the Candidates ...... $25 ____ $45 ____ tickets, 2 Inaugural Gala tickets, 2 Bloody Mary Reception tickets Other Individual Package for One (registrant)  Commitment to Equality Awards Reception ...... $20 ____ $20 ____  Lawyer ...... $255 ____ $275 ____  GABWA’s Judicial & Public Office Academy  Full-Time Judge ...... $159 ____ $179 ____ Graduation ...... N/C ____ $20 ____ Package includes: 1 Opening Night Festival ticket, 1 Supreme Court Reception  Reception Honoring Incoming President Charles L. Ruffin ...N/C ____ $20 ____ ticket, 1 Inaugural Gala ticket, 1 Bloody Mary Reception ticket Payment Information Georgia Legal Services Program Contribution I enclose a  check/money order $______. Please add to my registration payment a voluntary donation to the Georgia Legal Services Program® to support its important work ensuring access to Please bill my  Visa  MC  AMEX $______. justice for all...... (+) $ ____ Account Number CSV Code A la Carte Events  Plenary Session/Board of Governors Meeting (Fri.) ...... N/C ____ N/C ____  Board of Governors Meeting (Sat.) ...... N/C ____ N/C ____ Exp. Date  Bloody Mary Reception ...... $20 ____ $40 ____  Opening Night Festival ...... $100 ____ $120 ____ Name (as it appears on card)  Opening Night Festival (ages 5 and under) ...... N/C ____ $20 ____  Opening Night Festival (ages 6-20)… ...... $25 ____ $45 ____ Signature Please specify age(s) ______ Supreme Court Reception/Inaugural Gala ...... $155 ____ $175 ____ Credit card and “no charge” registrations only may be faxed to 404-527-8717.  Return with payment to: State Bar of Georgia Annual Meeting, 104 Marietta St. NW, Suite 100, Atlanta, GA 30303-2743, or register online at www.gabar.org. 15 PRST First-Class Register by the early-bird date of May 24 to be entered U.S. Postage 2013 Annual Meeting into a drawing to receive a PAID 104 Marietta St. NW, Suite 100 complimentary individual package. Permit 1447 Atlanta, GA 30303-2743 Atlanta, GA

Specialp Thanks Thank you to the following corporate sponsors Thank you to the Sections that have for their support of the State Bar of Georgia. contributed to the success of the 2013 Annual Meeting.

Silver Criminal Law 5 Gavel Labor & Employment Law

ProAssurance Casualty Company Copper Fiduciary Law   aily 3 Gavel eport Other Creditors’ Rights General Practice & Trial Law Health Law 1 Gavel Intellectual Property Law Judicial

16 Retiring Executive Committee Members (term ends June 21, 2013) Kenneth L. Shigley, Atlanta Stephanie Joy Kirijan, Atlanta

Retiring ABA Delegate Post 2 Paula Frederick Atlanta

Retiring Board of Governors Members (term ends June 21, 2013) Atlanta Circuit, Post 3 Whitney D. Mauk Atlanta Clayton Circuit, Post 1H. Emily George Forest Park Cobb Circuit, Post 6J. Kevin Moore Marietta Dougherty Circuit, Post 2 Gordon Robert Zeese Albany Dublin Circuit Edward Burton Claxton III Dublin Member‐at‐Large, Post 2 Derek Jerome White Pooler Out of State, Post 1 Joaquin E. Martinez Orlando Pataula Circuit William Harry Mills Blakely Piedmont Circuit James Bradley Smith Jefferson

Incoming ABA Delegate Post 2S. Lester Tate III Cartersville

2013‐2014 Officers (term begins June 22, 2013) President Charles L. "Buck" Ruffin Macon President‐elect Patrise Perkins‐Hooker Atlanta Immediate Past President Robin Frazer Clark Atlanta Secretary Rita A. Sheffey Atlanta Treasurer Robert "Bob" Kauffman Douglasville YLD President Darrell L. Sutton Marietta YLD President‐elect Vera Sharon "Sharri" Edenfield Statesboro YLD Immediate Past President Jonathan B. Pannell Savannah

2013‐2014 New Board of Governors Members (term begins June 22, 2013) Atlanta Circuit, Post 3 Kathleen Womack Atlanta Atlanta Circuit, Post 17 James Randolph Evans Atlanta Clayton Circuit, Post 1 Fred A. Zimmerman Jonesboro Cobb Circuit, Post 6 Laura J. Murphree Marietta Dougherty Circuit, Post 2 Thomas V. Duck III Albany Dublin Circuit Matthew B. Crowder Dublin Member‐at‐Large, Post 1 Laverne Lewis Gaskins Valdosta Member‐at‐Large, Post 2 JaDawnya Cintelle Butler Atlanta Out of State, Post 1 Jeb T. Branham Jacksonville Beach Pataula Circuit Ed Collier Dawson Piedmont Circuit Barry E. King Jefferson

17 Board of Governors Attendance Record

1-11 4-11 6-11(Fri) 6-11(Sat) 8-11 10-11 1-12 3-12 6-12(Fri) 6-12(Sat) 10-12 1-13 3-13 Nash ATL Myrtle Myrtle ATL Jekyll ATL Oconee Sav Sav Jekyl ATL Oconee Sarah Akins • • • • • • • • • • e e • Mark W. Alexander n/a n/a n/a n/a n/a n/a n/a n/a n/a • e • • Anthony B. Askew • • e • • • • • • • • • Emily S. Bair • • • • • • • • • e Eric A. Ballinger • • • • • • • • • • • • • Donna Barwick e • e e e • • • • e • e Joshua C. Bell e • • e • e • • • Kenneth R. Bernard, Jr. n/a n/a n/a n/a n/a n/a n/a n/a n/a • • • e Diane E. Bessen • • • • e • • • • e • • Sherry Boston n/a n/a n/a n/a n/a n/a n/a n/a n/a • • • • Thomas Neal Brunt • • e e • • • • • • • • Thomas R. Burnside III • • • • • • • • • • • Stephanie D. Burton n/a n/a n/a • e e • • • • e • • S. Kendall Butterworth • • • • • • • • e • e Ralph J. Caccia n/a n/a n/a n/a n/a n/a n/a n/a n/a e • • e David Lee Cannon, Jr. • • • • • • • • • Paul Todd Carroll, III • • • • • • • • • • • • Thomas C. Chambers, III e • • • e • • • • • Carol V. Clark n/a n/a n/a n/a n/a n/a • • e e • • • John Christopher Clark • • • • • • • • • • • • • Robin Frazer Clark • • • • • • • • • • • • • Edward B. Claxton III • e • • • • • Edward J. Coleman III n/a n/a n/a • • • • • • • • • 18 Board of Governors Attendance Record

1-11 4-11 6-11(Fri) 6-11(Sat) 8-11 10-11 1-12 3-12 6-12(Fri) 6-12(Sat) 10-12 1-13 3-13 Nash ATL Myrtle Myrtle ATL Jekyll ATL Oconee Sav Sav Jekyl ATL Oconee Martin L. Cowen III n/a n/a n/a • • • • • • Susan W. Cox e • • e • • • • • • • • Terrence Lee Croft • • • • • e • • • • • William V. Custer, IV • • • • • • • • • David P. Darden • e e • • • • e • Gerald Davidson • • • • • • • • • • • J. Anderson Davis n/a n/a n/a n/a n/a n/a n/a n/a n/a • • • • Randall H. Davis • e • • • • • • • • e • • J. Antonio Delcampo • • • • • e e • • • • • e Joseph W. Dent • • • • • • • • • e • Foy R. Devine • • • • • • • • e • • Myles E.. Eastwood e • • • • • • • • • • • • Damon E. Elmore • • e e • • • • • e • • Archibald A. Farrar • e • • • • • • • • • • • Douglass Kirk Farrar • • • • • e • • • e Elizabeth L. Fite • e • • • e • • • • • • • John A. Fitzner III n/a n/a n/a • • • • e • • • • Gregory A. Futch • • e • • • e e • • • William Gilmore Gainer • • • • • • William C. Gentry n/a n/a n/a n/a n/a n/a n/a n/a n/a • • • • H. Emily George e e e e e e Walter J. Gordon Sr. n/a n/a n/a • • • • • • • e Patricia A. Gorham • • • • • • • • • • 19 Board of Governors Attendance Record

1-11 4-11 6-11(Fri) 6-11(Sat) 8-11 10-11 1-12 3-12 6-12(Fri) 6-12(Sat) 10-12 1-13 3-13 Nash ATL Myrtle Myrtle ATL Jekyll ATL Oconee Sav Sav Jekyl ATL Oconee Karlise Y. Grier • • • • • • • • • • • • • Thomas F. Gristina n/a n/a n/a n/a n/a n/a n/a n/a n/a • • • • John Kendall Gross • • • • e • e • e • James E. Hardy e • • • e • • e e • • Steven A. Hathorn e • • • • e • • e John G. Haubenreich n/a n/a n/a n/a n/a • • • • • • • • Patrick H. Head • e e • • • e • • • • • Lawton C. Heard, Jr. n/a n/a n/a n/a n/a n/a n/a n/a n/a • • • • Render M. Heard Jr. • • • • • • e • e • Thomas W. Herman • e • • • • • • • • • R. Javoyne Hicks White • • • • e e • • • • • • • Donna Stanaland Hix n/a n/a n/a • • • • • • • • • • Michael D. Hobbs • • • • e • • • e • • Kenneth B. Hodges, III n/a n/a n/a n/a n/a n/a n/a n/a n/a • • • • Phyllis J. Holmen • • • • • • • • • • • • • J. Marcus E. Howard • • • • • • • • • • • • Amy V. Howell • • • • • • • • e • • Roy B. Huff Jr. e • • • • e • e e e • • James W. Hurt • • • • • • • • • • Chris Huskins • • e e • • • • • • • James T. Irvin e • • • • • • • • • • e Robert D. James Jr. n/a n/a n/a n/a n/a n/a n/a n/a n/a • • • • William Dixon James n/a n/a n/a • • e • • • • • • 20 Board of Governors Attendance Record

1-11 4-11 6-11(Fri) 6-11(Sat) 8-11 10-11 1-12 3-12 6-12(Fri) 6-12(Sat) 10-12 1-13 3-13 Nash ATL Myrtle Myrtle ATL Jekyll ATL Oconee Sav Sav Jekyl ATL Oconee Curtis S. Jenkins n/a n/a n/a • • • • • • • • Lester B. Johnson, III e • • • • • • • • • • • Dawn M. Jones e • • • • • • • • • • • • Michael R. Jones, Sr. • • • • Elena Kaplan • • • • • • • • • • • • • Robert J. Kauffman • • • • • • • • • • • • • John Flanders Kennedy • • • • • • • • • • • • • William J. Keogh, III e • • • • • • • • • • • Judy C. King • • • • • • • • • • • Stephanie Kirijan • • • • • • • • • • • • • Seth D. Kirschenbaum • • • • • • • • • • • • • Catherine Koura e • e • • • • • e e • • • Edward B. Krugman e • e e • • • • e e • • • Jeffrey R. Kuester n/a n/a n/a • • • • • • • Allegra Lawrence-Hardy • • • • • • • • • • • • • J. Alvin Leaphart • e • • e • • • • • • Steven K. Leibel e • • • • • • • e • • David S. Lipscomb • • • • • • • • • • • • • Ronald A. Lowry e • • • • • • • e Joaquin E. Martinez • • e e • e • e e • e • e Samuel M. Matchett e • • e • • • • Whitney D. Mauk • • • • • e • • • e • • William R. McCracken e • • • • • • • • • e 21 Board of Governors Attendance Record

1-11 4-11 6-11(Fri) 6-11(Sat) 8-11 10-11 1-12 3-12 6-12(Fri) 6-12(Sat) 10-12 1-13 3-13 Nash ATL Myrtle Myrtle ATL Jekyll ATL Oconee Sav Sav Jekyl ATL Oconee Brian A. McDaniel e • • • e e • Letitia A. McDonald • • e e • e • • • • • • Brad J. McFall • • e • • • • A. Dionne McGee n/a n/a n/a • • e • • • e • • Ashley McLaughlin n/a n/a n/a n/a n/a n/a n/a n/a n/a • Michael D. McRae • • • • • Terry L. Miller n/a n/a n/a n/a n/a n/a n/a n/a n/a • • • • William H. Mills • • • • • • • e W. Benjamin Mitcham, Jr. • • • • • • • • • • Jeffery O'Neal Monroe • • • • • • • G.B. Moore III n/a n/a n/a n/a n/a n/a n/a n/a n/a • e • • J. Kevin Moore • • • • Gwyn P. Newsom n/a n/a n/a n/a n/a n/a n/a n/a n/a • • • • Dennis C. O'Brien e • • • • • e • • • • • Pat O'Connor • • • • • • • • • • • • Samuel S. Olens • • Jonathan B. Pannell n/a n/a n/a • • • • • • • • • Carson Dane Perkins • • • Patrise Perkins-Hooker • • • • • • • • • • • • • R. Chris Phelps e • • • • • • • • Will H. Pickett, Jr. • • • • • • • • • • • Jill Pryor e • • • • • • • e e e • • William M. Ragland, Jr. • • • • • e • e • e e • • 22 Board of Governors Attendance Record

1-11 4-11 6-11(Fri) 6-11(Sat) 8-11 10-11 1-12 3-12 6-12(Fri) 6-12(Sat) 10-12 1-13 3-13 Nash ATL Myrtle Myrtle ATL Jekyll ATL Oconee Sav Sav Jekyl ATL Oconee Robert V. Rodatus e • • • • • • • e e e • • Tina S. Roddenbery • • • • • • • • • • • • • Brian D. Rogers • • • • • • • • • • • • Joseph Roseborough • • • • • • Charles L. Ruffin • • • • • • • • • • • • • William C. Rumer e e e • • • • • • • • • Claudia Saari e • • • • • • • • • e • Dennis C. Sanders • • • • • e • • • • J. Stephen Schuster e • • • e • • • • e e • Rita A. Sheffey • • • • • • • • • • • • • Kenneth L. Shigley • • • • • • • • • • • • • Robert H. Smalley, III n/a n/a n/a • • • • • • • • • • J. Bradley Smith n/a n/a n/a • • • • • • Philip C. Smith • • • • • • • • • • • • R. Rucker Smith • • • • • • • • • • • • Daniel B. Snipes • • • • • e • • • • e • e H. Craig Stafford • • • • • • • • • Lawrence A. Stagg • • • • • • • e • Lawton E. Stephens e • • • • • • • C. Deen Strickland • • • • • • e • Frank B. Strickland e • • • • e • • • • e • Darrell L. Sutton n/a n/a n/a n/a n/a n/a n/a n/a n/a • • • e Gregory T. Talley • • • • • • • • 23 Board of Governors Attendance Record

1-11 4-11 6-11(Fri) 6-11(Sat) 8-11 10-11 1-12 3-12 6-12(Fri) 6-12(Sat) 10-12 1-13 3-13 Nash ATL Myrtle Myrtle ATL Jekyll ATL Oconee Sav Sav Jekyl ATL Oconee Michael B. Terry n/a n/a n/a n/a n/a n/a n/a n/a n/a • • • • Anita W. Thomas • • e • e e • • Dwight L. Thomas e • • • • • • • e • Edward D. Tolley • • e • • Martin E. Valbuena • • • • • e • • • • • • • Carl R. Varnedoe n/a n/a n/a • • • • • • Nicki N. Vaughan • • • • • • • • • • • • • Carl A. Veline, Jr. • • • • • • • • J. Henry Walker • • • • • • • • • • e • Janice M. Wallace n/a n/a n/a n/a n/a n/a n/a n/a n/a • • • Jeffrey S. Ward n/a n/a n/a n/a n/a n/a n/a n/a n/a • • e • Harold B. Watts • • • • • e • • • • e • • John P. Webb • • • • • • • • • • • • N. Harvey Weitz • e • • • • • e • • e e • Nancy J. Whaley • • • • e • • • • • e • • Derek J. White n/a n/a n/a • • • • Sandy Wisenbaker n/a n/a n/a • • • e • • • e • • Kathleen M. Womack n/a n/a n/a • • • • • • • • • e Katie Wood • • • • • • • • • • • • • Doug Woodruff n/a n/a n/a • • • • • • • e Gerald P. Word • • • • e • • • • e • Gordon R. Zeese • • • • • • • • • e • • - Attended Meeting e - Excused Absence

n/a24 - Not on BOG Future Meetings Schedule (6/4/2013)

Executive Committee September 13-15, 2013 EC Retreat, Charleston Place, Charleston, SC

November 14, 2013 Macon, GA

December 19, 2013 Atlanta

Feb. 21-23, 2014 Supreme Court Retreat, Lodge at Sea Island, St. Simons Island, GA

April 10, 2014 Thomasville, GA

May 15, 2014 Atlanta

Board of Governors Annual 2013 June 20-23, 2013 Marriott Resort & Spa, Hilton Head, SC

Fall 2013 Oct. 31-Nov. 3, 2013 Jekyll Island Club Hotel, Jekyll Island, GA

Midyear 2014 January 9-11, 2014 InterContinental Buckhead, Atlanta, GA

Spring 2014 March 20-23, 2014 Ritz Carlton, Reynolds Plantation, Greensboro, GA

Annual 2014 June 5-8, 2014 Omni Amelia Island, Amelia Island, FL

Young Lawyers Division Annual 2013 June 20-23, 2013 Marriott Resort & Spa, Hilton Head, SC

Executive/Cmte. July 19-21, 2013 Ritz Carlton, Reynolds Plantation, Greensboro Retreat (contract pending)

Summer 2013 August 22-25, 2013 W Chicago Lakeshore, Chicago, IL 25

Fall 2013 October 3-6, 2013 Sheraton Read House, Chattanooga, TN

Spring 2014 May 15-18, 2014 Charlotte, NC

Annual 2014 June 5-8, 2014 Omni Amelia Island, Amelia Island, FL

American Bar Association Meetings Annual 2013 August 8-13, 2013 San Francisco, CA Midyear 2014 February 5-11, 2014 Chicago, IL Annual 2014 August 7-12, 2014 Boston, MA Midyear 2015 February 4-10, 2015 Houston, TX Annual 2015 July 30 – Aug. 5, 2015 Chicago, IL Midyear 2016 February 3-9, 2016 San Diego, CA Annual 2016 August 4-9, 2016 San Francisco, CA

Southern Conference Meetings 2013 October 17-20, 2013 Oklahoma City, OK 2014 Virgin Islands 2015 Missouri 2016 Tennessee 2017 Georgia

26 D-R-A-F-T STATE BAR OF GEORGIA BOARD OF GOVERNORS MINUTES March 9, 2013 Ritz-Carlton Lodge on Lake Oconee/Greensboro, GA

The 246th meeting of the Board of Governors of the State Bar of Georgia was held at the date and location shown above. Robin Frazer Clark, President, presided.

Special Recognition President Clark recognized the Past Presidents of the State Bar, members of the judiciary, and other special guests in attendance.

Roll Call Secretary Bob Kauffman circulated the attached roll (Exhibit A) for signature.

Consent Agenda President Clark presented the Consent Agenda. There being no objection or request for removal of any item, a motion was made and seconded to approve the following items:

1) Minutes of the 245th Meeting of the Board of Governors The minutes of the Board of Governors meetings on January 12, 2013, at the St. Regis Hotel in Atlanta, Georgia, as presented.

2) Executive Committee Minutes (information) The minutes of the Executive Committee meetings on November 14, 2012, and January 30, 2013, as presented.

3) Future Meetings Schedule (information) The current Future Meetings Schedule, as presented.

The Board of Governors, by unanimous voice vote, approved all of the above items on the Consent Agenda.

2013 Update Rusty Sewell provided an update on the Georgia General Assembly and Bar-specific legislation. He recognized Josh McKoon, Chair of Senate Civil Judiciary Committee, Jesse Stone, Chair of Senate Non- Civil Committee, and Tom Weldon, Chair of the House Juvenile Justice Committee, who have been extremely helpful with the Bar’s legislative efforts. He reported that the Executive Committee opposed S.B. 141 (Patient Injury Act) and S.B. 202 (Bill of Rights, Long Term Nursing Homes).

President Clark announced that she is very proud of the State Bar’s lobbying team and how well represented the State Bar is at the Capitol due to their efforts. Thereafter, she shared the legislative video for week 7 of the Georgia General Assembly.

Report of the Special Council on Criminal Justice Reform in Georgia, Introduced as H.B. 242 The Board of Governors received a copy of the Report on Legislative Action taken under Standing Board Policy 100, Section 1.03, favorably supporting H.B. 242, the Juvenile Code rewrite proposed legislation.

27 Board of Governors Meeting March 9, 2013 Page 2

Legislative Forum on January 11, 2013 The Board of Governors received a copy of the Legislative Forum Agenda that took place on January 11, 2013.

Dues 2013-14 Recommendation to the Board of Governors Following a report by Treasurer Patrise Perkins-Hooker, and in consideration of the recommendations submitted by the Finance Committee and the Executive Committee, the Board of Governors, by unanimous voice vote, approved setting the 2013-14 dues as follows:

1. Increasing dues by $6 from the previous year to $246 for active members and $123 for inactive members to index for the Military Legal Assistant Program, the Review Panel Counsel, and the Pro Bono Project (that portion no longer funded by IOLTA funds), and

2. A one-time $2 credit reduction from reserves which have accumulated from excellent financial performance of the State Bar’s operations, thereby reducing dues to $244; and

3. Increasing the Board Designated Operating Reserves to $2.75 million from the current $2 million; and

4. Section dues to be reflected on the dues statement ranging from $10-$35; and

5. Continuation of assessments required by Bar Rules regarding the Clients’ Security Fund ($100 @ $25/year) and Bar Center Facility ($200 @ $50/year); and

6. Continuation of a $100 opt-out contribution for the Legislative and Public Education Fund; and

7. Maintaining the current suggested $250 opt-in provision for Georgia Legal Services Program.

The Board of Governors received 1) a history of State Bar dues from 2008-2013, 2) the minutes of the Finance Committee meeting on February 2, 2103, 3) the minutes of the Programs Committee meeting on January 17, 2013, and 4) the 2013-2014 Remaining Budget Timetable.

Rule 1-208. Resignation from Membership Following a report by Bob McCormack, the Board of Governors, by unanimous voice vote, approved recommending to the Supreme Court of Georgia proposed amendments, as handed out (Exhibit B), to Rule1-208, Resignation from Membership.

High School Mock Trial Program Katie Wood announced that volunteers are needed for the High School Mock Trial State Competition the weekend of March 16-17, 2013, at the Gwinnett Justice Center.

Report of the President President Clark provided an update on her meeting and continued work with Secretary of State and Deputy Secretary of State Kelly Farr to address the many issues State Bar members have regarding the Secretary of State’s new website. Members can find daily updates on the State Bar’s web site.

President Clark announced that a Real Estate Task Force was created to develop recommendations for the Executive Committee to improve the protections that the State Bar can offer the public from closings

28 Board of Governors Meeting March 9, 2013 Page 3

being conducted by non-lawyers or lawyers who are not performing competently and in violation of the Rules of Professional Conduct. Treasurer Patrise Perkins-Hooker, chair of the task force, provided a report on the activities of the task force and its recommendations:

1. Following up with the Formal Advisory Opinion Board to urge that an opinion (containing the essential provisions clarifying the practice of law in residential real estate closings.

2. Having the UPL Standing Committee review the issues involved in third party service providers.

3. Contacting Solicitors/District Attorneys’ professional associations to educate them on the problems associated with UPL and get them to enforce the law.

4. Exploring lawyer discipline options for incompetent lawyers who are conducting closing.

5. Revising and disseminating UPL and Witness Only complaint forms to all lawyers.

6. Educating law students through Ethics classes.

7. Working with realtors to educate them on the dangers to their clients of closings done in violation of UPL and Witness Only closings.

8. Analyzing existing recording statutes to see if they can be amended to require that a Georgia lawyer be listed in the return to block on the recorded DSD or Warranty Deeds.

9. Collecting data on the problems in a central database.

President Clark asked the Board members to thank Michelle Garner for all her hard work in planning and managing the Bar’s meetings.

President Clark reported that she was honored to speak at the Chief Justice’s Commission on Professionalism’s Justice Benham Community Service Awards, where tribute was paid to many well- deserving lawyers. She attended a dinner hosted by the DeKalb Bar Association honoring Judge Clarence F. Seeliger with its Pioneer Award for his years of service and leadership to the DeKalb County bench, bar, and public. She moderated a program on the importance of diversity on the bench at the School of Law. She announced that this year’s Legal Food Frenzy will take place on April 22- May 3, 2013, which has set a goal of raising 750,000 pounds of food for Georgia’s regional food banks. She reported that a reception was held at the State Bar Building honoring Judge Carla Wong McMillian’s appointment to the . The reception was co-sponsored by the Georgia Asian Pacific American Bar Association.

President Clark announced the formation of a Suicide Prevention and Awareness Committee that will be working on new ideas to make State Bar members, their colleagues, family and friends more aware of the risk of suicide and the resources available to help prevent it. A video on suicide prevention is also being produced for the Bar’s web site, to be shown at CLE’s, and to provide to local bar associations to increase awareness among the legal community and to provide information on what to do to help. Following that she shared a portion of the video that is being produced and asked the Board members to thank Javoyne Hicks White for her participation in the video.

ABA Presentation

29 Board of Governors Meeting March 9, 2013 Page 4

Paula Frederick provided a brief report and video on the work of the ABA House of Delegates.

Coordinating Special Master Paula Frederick reported that the State Bar is in the process of hiring a Coordinating Special Master. It is a part-time, independent contractor position, and the job announcement can be found on the State Bar’s web site. Applications are due by March 15, 2013.

Treasurer’s Report Treasurer Patrise Perkins-Hooker provided a report on the 2012 audit and the Bar’s finances and investments. The Board of Governors received a copy of the Revenues and Expenditures, Income Statement YTD, Balance Sheet, and Bar Center Revenues and Expenditures Executive Summary for the six months ending December 31, 2012. The Board of Governors also received a copy of the 6/30/2012 audited financial statements from Cherry Bekaert.

2014 Midyear Meeting President-elect Buck Ruffin announced that the 2014 Midyear Meeting will be held on January 8-10, 2014, at the Atlanta Intercontinental Hotel.

YLD Report YLD President Jonathan B. Pannell provided a report on the activities of the Young Lawyers Division and directed the Board of Governors to his written report in the Board book. The 25th Annual Legislative Luncheon, held on February 21, 2013, featured Governor Deal as the keynote speaker and was also attended by members of the Executive Committee and the judiciary. The annual Signature Fundraiser took place on March 2, 2013, where over $45,000 was raised to benefit Georgia CASA. The High School Mock Trial Program had over 130 teams, representing over 1900 students, participating in this year’s regional competition. As Katie Wood reported, the State Finals take place March 16-17, 2013. The YLD Spring Meeting will be held the weekend of April 4-7, 2013, at St. Simons Island. The 2nd Annual Legal Food Frenzy kicked off this week and starts April 22-May 3, 2013.

International Trade in Legal Services Committee Ben Greer provided a report on the activities of the International Trade in Legal Services Committee.

Continuity of Law Practice Committee Craig Stafford provided an update on the activities of the Continuity of Law Practice Committee.

Law School Outreach Committee Nancy Whaley provided an update on the activities of the Law School Outreach Committee.

Elections Committee Thomas R. Burnside, III, provided an update on the activities of the Elections Committee. The Board members received a list of the qualifying candidates for the upcoming Board elections.

Office of General Counsel Report The Board of Governors received a written Report of the Office of the General Counsel dated March 1, 2013.

Military Legal Assistance Program The Board of Governors received a written report on the Status of the Military Legal Assistance Program dated February 15, 2013.

30 Board of Governors Meeting March 9, 2013 Page 5

Law Practice Management Program The Board of Governors received a written report on the activities of the Law Practice Management Program for the period of July 1-February 15, 2013.

Long-Range Planning and Bar Governance Committee The Board of Governors received a copy of the minutes of the Long-Range Planning and Bar Governance Committee meeting on January 10, 2013.

State of the Judiciary Address (February 7, 2013) The Board of Governors received a copy of the 2013 State of the Judiciary Address by the Honorable Chief Justice Carol Hunstein to the House Chambers on February 7, 2013.

Georgia Legal Services Program The Board of Governors received written information on the Georgia Legal Service Program.

Consumer Assistance Program The Board of Governors received a written report on the activities of the Consumer Assistance Program.

Old Business There was no old business.

New Business There was no new business.

Remarks, Questions/Answers, Comments and Suggestions The President opened up the meeting for questions and comments.

Adjournment There being no further business, the meeting was adjourned.

______Robert J. Kauffman, Secretary Approved:

______Robin Frazer Clark, President

31 ARTICLE III

Section 3. Term of Office.

The term of office of the circuit members, and the nonresident members, and the appointed members of the Board of Governors shall be for two years; the word “year” as used here shall mean the period from the adjournment of an annual meeting until the adjournment of the next annual meeting of the members. Each circuit member, and nonresident member, and appointed member shall continue to serve (a) until the term for which the member was elected or appointed has expired, and (b) until a successor has been elected or appointed. Nothwithstanding the above, the Board may adopt attendance requirements which condition or terminate the term of a Board member for failure to attend Board meetings.

32 State Bar of Georgia 2014 Election Schedule (proposed)

2013

August 9 Deadline for submission of election schedule for publication in October issue Georgia Bar Journal

October Official Election Notice, October Issue Georgia Bar Journal

December 2 Nominating petition package mailed to incumbent Board of Governors Members and other members who request a package

2014

January 9-11 Nomination of Officers at Midyear Board Meeting

January 30 Deadline for receipt of nominating petitions for incumbent Board Members including incumbent nonresident (out of state) members

Feb 28 Deadline for receipt of nominating petitions for new Board Members including new nonresident (out of state) members

March 14 Deadline for write-in candidates for Officer to file a written statement (not less than 10 days prior to mailing of ballots (Article VII, Section 1 (c))

March 14 Deadline for write-in candidates for Board of Governors to file a written statement (not less than 10 days prior to mailing of ballots (Article VII, Section 2 (c))

March 28 Ballots mailed

April 29 11:59 p.m. Deadline for ballots to be cast in order to be valid

May 5 Election service submits results to the Elections Committee

May 12 Election results reported and made available

33 MOTION

1. That the President be authorized to secure a blanket fidelity bond to cover all officers, employees and other persons handling State Bar funds as is required by Article V, Section 8 of the Bylaws.

2. That the State Bar of Georgia and related entities open appropriate accounts with such banks in Atlanta, Georgia, but excluding any bank that does not participate in the IOLTA Program, and other such depositories as may be recommended by the Finance Committee, and designated by the Executive Committee of the Board of Governors of the State Bar of Georgia, said depository currently being Merrill Lynch, and that the persons whose titles are listed below are authorized to sign an agreement to be provided by such banks and customary signature cards, and that the said banks are hereby authorized to pay or otherwise honor any check drafts, or other orders issued from time to time for debit to said accounts when signed by two of the following: the Treasurer, the Secretary, the President, the Immediate Past President, the President Elect, the Executive Director, the Office Manager and the General Counsel provided either the President, the Secretary or the Treasurer shall sign all checks or vouchers and that said accounts can be reconciled from time to time by said persons or their designees. The authority herein given is to remain irrevocable so as said banks are concerned until they are notified in writing of such revocation of authority and in writing, acknowledge receipt thereof.

3. That Cherry Bekaert & Hollard be designated as the independent auditing firm to audit the financial records of the State Bar of Georgia for the fiscal year 2012-2013.

34 STATE BAR OF GEORGIA EXECUTIVE COMMITTEE MINUTES Thursday, February 21, 2013 State Bar Building/Atlanta, GA

Members Present: Robin Frazer Clark, President; Charles L. Ruffin, President-elect; Patrise M. Perkins-Hooker, Treasurer; Robert J. Kauffman; Secretary; Kenneth L. Shigley, Immediate Past President; Jonathan B. Pannell, YLD President; Darrell L. Sutton, YLD President-elect; Stephanie J. Kirijan, YLD Immediate Past President; Elizabeth Louise Fite; Phyllis J. Holmen; David S. Lipscomb; Patrick T. O’Connor; Brian D. Rogers (by phone); and Rita A. Sheffey.

Staff Participating: Cliff Brashier, Executive Director; Sharon Bryant, Chief Operating Officer; Paula Frederick, General Counsel; and Bob McCormack, Deputy General Counsel.

Executive Committee Minutes The minutes of the January 30, 2013, Executive Committee meeting were approved as submitted by unanimous voice vote.

Future Meetings Schedule The Executive Committee received a copy of the most recent Future Meetings Schedule. President-elect Buck Ruffin announced that the Intercontinental Buckhead Atlanta Hotel will host the 2014 Midyear January 9-12. President Clark announced that there will not be a March Executive Committee meeting unless a conference call is needed to discuss last minute legislative issues.

Approval of Members’ Requests The Executive Committee, by unanimous voice vote, granted an appeal to waive fitness by Bar member Brandi Rice.

Members Requesting Resignation Pursuant to State Bar Rule 1-208, the Executive Committee, by unanimous voice vote, approved the following resignation requests: Henry L. Paseur, Jr., 565725; and Emily Hitchcock, 357697.

50th Anniversary of the State Bar of Georgia President-elect Ruffin reported that as part of the 50th Anniversary of the State Bar of Georgia he would like to produce a desktop book on the history of the legal profession in Georgia. It is to be a comprehensive one-volume historical account of the legal profession and justice system in Georgia, covering nearly 300 years of progress from General Oglethorpe’s arrival at Savannah through the establishment of the Georgia Bar Association, followed by the efforts for unification of the Bar up to and including the 21st Century of the State Bar. He would like to retain the services of Linton Johnson to begin working on the history this year at a cost of $25,000 plus out of pocket expenses. Next year, another $10,000-$25,000 will be needed to complete the project as necessary, and printing 500 copies of a 200-page book is estimated to be $58,859. Following that, the Executive Committee, by unanimous voice vote, approved spending $25,000 plus out of pocket expenses for Linton Johnson in this year’s Cornerstones of Freedom budget. Also in conjunction with the 50th Anniversary celebration, he announced that he is planning a dinner and special awards ceremony during the 2014 Midyear Meeting.

35 Executive Committee Minutes February 21, 2013 Page 2

Rule 1-208. Resignation from Membership Following a report by Bob McCormack, the Executive Committee, by unanimous voice vote, approved recommending to the Board of Governors proposed changes, as revised (Exhibit A), to Rule 1-208 Resignation from Membership.

State Bar Credit Card Policy Amendment Following a report by Treasurer Patrise Perkins-Hooker, the Executive Committee, by unanimous voice vote, approved proposed amendments (Exhibit B) to the State Bar Credit Card Policy.

Employee Travel Reimbursement Policy Following a report by Treasurer Perkins-Hooker, the Executive Committee, by unanimous voice vote, approved proposed amendments (Exhibit C) to the State Bar Travel Reimbursement Policy.

Treasurer’s Report Treasurer Patrise Perkins-Hooker provided a report on the Bar’s finances. The Executive Committee received copies of the Revenues and Expenditures, Income Statement YTD, Balance Sheet, and Bar Center Revenues and Expenditures Executive Summary for the six months ending December 31, 2012.

Dues 2013-14 Recommendation to the Board of Governors Following a report by Treasurer Perkins-Hooker, and in consideration of the recommendations submitted by the Finance Committee, the Executive Committee, by unanimous voice vote, approved submitting the following recommendations to the Board of Governors for approval:

1. Increasing dues by $6 from the previous year, so as to index for the Military Legal Assistance Program, the Review Panel Counsel, and the Pro Bono Project (that portion previously funded by IOLTA), to $246 for active members and $123 for inactive members, and

2. A one-time $2 credit reduction from reserves which have accumulated from excellent financial performance of the State Bar’s operations, thereby reducing dues to $244; and

3. Increasing the Board Designated Operating Reserves to $2.75 million from the current $2 million; and

4. Section dues to be reflected on the dues statement ranging from $10-$35; and

5. Continuation of assessments required by Bar Rules regarding the Clients’ Security Fund ($100 @ $25/year) and Bar Center Facility ($200 @ $50/year); and

6. Continuation of a $100 opt-out contribution for the Legislative and Public Education Fund; and

7. Maintaining the current suggested $250 opt-in provision for Georgia Legal Services Program.

The Executive Committee received 1) a history of State Bar dues from 2008-2013, 2) the minutes of the Finance Committee meeting on February 2, 2103, 3) the minutes of the Programs Committee meeting on January 17, 2013, 4) the minutes of the Personnel Committee meeting on January 11, 2013, 5) the 2013- 2014 Budget Timetable, 6) the 2013-2014 proposed State Bar of Georgia Budget (1st draft) and Bar Center Budget.

36 Executive Committee Minutes February 21, 2013 Page 3

Dues Statement Format Following a report by Treasurer Perkins-Hooker on the proposed dues statement format, the Executive Committee, by unanimous voice vote, approved the format as modified.

Executive Session Upon a motion and second, the Executive Committee met in Executive Session.

Sponsorship Request - 9th Judicial Administrative District’s 2nd Annual Best Practices Conference Following a report by Valeria Lyle and by the Honorable Amanda Mercier, Superior Court Judge and Chair of the Ninth Judicial Administrative District ADR program, the Executive Committee, by majority voice vote, denied a $2500 sponsorship request for the 9th Judicial Administrative District’s 2nd Annual Best Practices Conference so as not to create a precedent for funding local judicial conferences.

S.B. 141 – Patient Injury Act Following a report by President Clark, the Executive Committee took the following action on proposed S.B. 141:

1. By unanimous voice vote, found the subject matter to be within the legitimate purposes of the Bar, and

2. By unanimous voice vote, determined that immediate Executive Committee action was necessary since the Board of Governors will not be meeting until March 9, 2013, and

3. By unanimous voice vote, opposed S.B. 141.

H.B. 242 - Juvenile Code President Clark provided a report on H.B. 242, the Juvenile Code rewrite, and legislative action taken under Standing Board Policy 100, Section 1.03, favorably supporting the proposed legislation.

2013 General Assembly Update The Executive Committee received a list of legislative bills of interest and to watch that was prepared by Jim Collins. Immediate Past President Ken Shigley reported that the chair of the Senate Judiciary Committee is creating a legislative standing committee to bring all of the groups together who are working on a unified E-filing system. Rusty Sewell provided an update on bills endorsed by the State Bar and bills to keep an eye on.

YLD Report YLD President Jon Pannell provided a report on the activities of the Young Lawyers Division. He thanked the Executive Committee for attending the day’s YLD Legislative Luncheon. He reminded everyone that the Signature Fundraiser will take place on March 2, 2013, at the Brookhaven Capital City Club. To date, the Signature Fundraiser has raised over $50,000 through sponsors. He announced that the YLD Spring Meeting will be held at the King & Prince Hotel on St. Simons Island the weekend of April 4-7, 2013.

Lawyer Assistance Program 2013-14 Budget Following a report by Cliff Brashier, the Executive Committee, by unanimous voice vote, approved setting the 2013-14 LAP budget at $55,000 to increase Bar members’ three (3) clinical assessment and support sessions per issue per year to six (6) per year, as was recommended by the Programs Committee at its meeting on January 17, 2013.

37 Executive Committee Minutes February 21, 2013 Page 4

President’s Report Cliff Brashier reported that the recent suicide in the State Bar’s parking deck led to a review of the State Bar’s general liability insurance and umbrella policy. In addition, OGC was asked to draft for review at a future Executive Committee meeting a disaster and business continuity plan for the Bar. President Clark announced the formation of a Suicide Prevention and Awareness Committee that will be working on new ideas to make State Bar members, their colleagues, family and friends more aware of the risk of suicide and the resources available to help prevent it. A video on suicide prevention is also being produced for the Bar’s web site to increase awareness among the legal community and to, hopefully, increase knowledge of what to do to help.

President Clark provided an update on her meeting and continued work with Secretary of State Brian Kemp and Deputy Secretary of State Kelly Farr to address the many issues State Bar members have regarding the Secretary of State’s new website.

President Clark reported that her letters to editors around the state, recognizing Georgia lawyers for their community and other service, have reached over a million people in circulation, and that she continues to receive high praise and thanks for them from Bar members.

President Clark reported that the Georgia Legal Services Program has asked the UPL Committee to issue an advisory opinion that affirms that, notwithstanding House Bill 683, filing an answer on behalf of a corporate garnishee remains the practice of law, as stated by the Supreme Court of Georgia.

Long-Range Planning and Bar Governance Committee The Executive Committee received a copy of the January 10, 2013, minutes of the Long-Range Planning and Bar Governance Committee.

Law School Outreach Committee The Executive Committee received information on the January 12, 2103, meeting of the Law School Outreach Committee.

Old Business There was no old business.

New Business There was no new business.

Adjournment There being no further business, the Executive Committee meeting was adjourned.

38 STATE BAR OF GEORGIA EXECUTIVE COMMITTEE MINUTES Friday and Saturday, April 26-27, 2013 Hyatt Regency Hotel/Lexington, KY

Members Present: Robin Frazer Clark, President; Charles L. Ruffin, President-elect; Patrise M. Perkins-Hooker, Treasurer; Robert J. Kauffman; Secretary; Kenneth L. Shigley, Immediate Past President; Jonathan B. Pannell, YLD President; Elizabeth Louise Fite; Phyllis J. Holmen; David S. Lipscomb; Patrick T. O’Connor; Brian D. Rogers; and Rita A. Sheffey.

Members Absent Darrell L. Sutton, YLD President-elect; and Stephanie J. Kirijan, YLD Immediate Past President.

Staff Participating: Cliff Brashier, Executive Director; Sharon Bryant, Chief Operating Officer; Paula Frederick, General Counsel; and Bob McCormack, Deputy General Counsel.

Consent Agenda President Robin Frazer Clark presented the Consent Agenda. There being no objection or request for removal of any item, a motion was made and seconded to approve all of the following items on the Consent Agenda:

1) Previous Executive Committee Minutes of February 21, 2013

2) Future Meetings Schedule (Current Version)

3) Approval of Members’ Requests: a. Annette D. Brown (grant waiver of $875 in late fees and $750 in reinstatement fees but require her to pay $947 in dues) b. Resignation Requests (grant): David M. Rapp (594850), Kaitlin E. Abbitt (702707), Andrew I. Hamelsky (320357), Jeremy A. Veillette (100777), Grace Frances White (753475), Martin Munoz Careaga (870276)

The Executive Committee, by unanimous voice vote, approved all of the above items on the Consent Agenda.

Standing Executive Committee Policy Regarding State Bar Elections Following a report by Cliff Brashier and Rita A. Sheffey on a proposed Standing Executive Committee Policy regarding State Bar of Georgia elections for leadership positions, including officers, Executive Committee at-large members, Board of Governors members elected by judicial circuit and ABA delegates, the Executive Committee, by majority voice vote, with President-elect Buck Ruffin voting against, tabled the issue until the next Executive Committee election.

A motion made by President-elect Buck Ruffin that the State Bar notify all Bar members about upcoming Board of Governors elections and those terms of office that are expiring in each circuit, was tabled by majority voice vote, so as to allow time for it to be incorporated into the proposed Standing Executive Committee Policy, along with other suggested changes.

39 Executive Committee Minutes April 26-27, 2013 Page 2

Bylaw Amendment, Article III, Section 3 The Executive Committee, by unanimous voice vote, approved recommending to the Board of Governors proposed amendments to Article, III, Section 3, as follows:

Article III - Section 3. Term of Office The term of office of the circuit members, nonresident members, and the appointed members of the Board of Governors shall be two years; the word “year” as used here shall mean the period from the adjournment of an annual meeting until the adjournment of the next annual meeting of the members. Each circuit member, nonresident member, and appointed member shall continue to serve (a) until the term for which the member was elected or appointed has expired, and (b) until a successor has been elected or appointed. Notwithstanding the above, the Board may adopt attendance requirements which condition or terminate the term of a Board member for failure to attend Board meetings.

2013 Election Update Cliff Brashier provided an update on the 2013 elections. He announced that Treasurer Patrise Perkins- Hooker will be the seventh African American female State Bar President in the nation (or eighth if the District of Columbia is included) when her Presidential term begins. The State Bar of Texas and several other Bars will soon follow.

Officer Reimbursement Policy Following a report by Treasurer Perkins-Hooker, the Executive Committee, by unanimous voice vote, with President-elect Buck Ruffin, Secretary Bob Kauffman and Rita Sheffey abstaining, approved providing $2,000 each for the State Bar Secretary and Treasurer positions for reimbursable travel expenses effective the next Bar year (2013-14 budget).

Juvenile Code Celebration – Just Georgia Following a report by President Clark, the Executive Committee, by unanimous voice vote, approved providing $5,000 to Just Georgia, from the Legislative and Public Advocacy fund, to help offset the costs for a reception for the stakeholders and volunteers who helped with the passage of the juvenile code rewrite, contingent upon the reception being held at the State Bar Building and the use of State Bar vendors to help minimize the costs.

GLSP Potential Mandatory Assessment of Lawyers by the Supreme Court of Georgia President Clark reported that she and President-elect Ruffin had a meeting with Chief Justice Carol Hunstein and Presiding Justice Hugh Thompson who encouraged the State Bar to look at adopting either a mandatory assessment, an opt-out policy on the dues statement, or look at other solutions to help generate funds for the GLSP to help it provide access to justice for those in need.

Phyllis Holmen provided a report on the state of the GLSP. She reminded the Executive Committee that the program was started forty-two years ago by the State Bar’s then Young Lawyers Section. Georgia has been particularly hard hit by the recession. Nineteen percent of Georgians are below the poverty line. Forty percent of Georgians live below 200% of the poverty line. Fifty percent of Georgia’s children live in those families. GLSP’s resources are not keeping up with the needs. IOLTA funds are only providing 10% of what it provided four years ago, and funding from the Legal Services Corporation has been flat and is not keeping up with inflation. GLSP’s Waycross office was closed in 2007, and the Valdosta office is down to one lawyer. GLSP receives $11.4 million in funding from various sources. About 5% of that comes from State Bar members. In addressing the issues of clients being turned away, she reported that if clients do not fit one of the niche funding sources, they have to be turned away. The

40 Executive Committee Minutes April 26-27, 2013 Page 3

impact of LSC cutbacks, reductions in state, IOLTA and other funding sources, coupled with the increasing number of Georgians with incomes at or below poverty level, has put the program under great financial stress forcing the program to focus on its clients most critical needs.

Report of the Executive Committee Legislation Action on S.B. 202 President Clark provided a report on legislative action taken under Standing Board Policy 100 on S.B. 202.

2012-13 Legislative Year President Clark provided an update on the 2012-13 legislative session. President-elect Ruffin, with the Executive Committee concurring, recognized President Clark for having the most effective legislative program ever under her leadership. President Clark acknowledged that a lot of credit is due to the State Bar’s legislative consulting team: Rusty Sewell, Jim Collins, Charlie Tanksley, Meredith Weaver, Roy Robinson, and Zach Johnson (grass roots coordinator). She announced she is appointing a Standing Committee, consisting of the State Bar President-elect, Immediate Past President and the chair of the Advisory Committee on Legislation, among others, to meet and evaluate the State Bar’s lobbying team and make recommendations concerning its makeup to the Executive Committee at its May meeting.

The Executive Committee received a copy of the a) President’s 2013 Final Legislative Update that was emailed to all Bar members, b) a SavannahNow regarding Georgia’s juvenile code rewrite, c) two Daily Report articles on H.B. 359, and the Supreme Court of Georgia’s ruling on the assignment of legal malpractice claims, d) S.B. 141, Patients for Fair Compensation Act, e) information on LegalZoom v. North Carolina State Bar, and f) information on the January 11, 2013 Legislative Forum, committee dinners and letters and articles.

President’s Report President Clark provided an update on her recent activities. It included information on the President’s Georgia Bar Journal Golf and Professionalism article, letters to the editor and press releases in 2012-13 circulation, keeping members informed, emails about problems with the Secretary of State’s office, Paul Nally and terroristic threats, Virginia Shapard Church on mental v. physical illness, an update on suicide prevention, and the Secretary of State’s website.

Treasurer’s Report Treasurer Perkins-Hooker provided a report on the Bar’s finances. The Executive Committee received copies of the Revenues and Expenditures, Income Statement YTD, Balance Sheet, and Bar Center Revenues and Expenditures Executive Summary for the eight months ending February 28, 2013.

YLD Report YLD President Jon Pannell provided a report on the activities of the Young Lawyers Division. The YLD Spring meeting was held at St. Simons Island the weekend of April 4-7, 2013, and was very well attended. The annual Legal Food Frenzy has kicked off and he encouraged everyone to donate food. He announced he is looking forward to the Annual Meeting on June 20-23, 2013, at the Marriott Resort on Hilton Head Island, SC.

Hyde Post Proposal Cliff Brashier provided a report on an online marketing proposal from Hyde Post Communications. The proposal is to optimize the State Bar’s website to better enable the public’s use of the bar directory and its resources on how to choose a lawyer and how to connect with local bar association referral services, to provide attorneys with a basic understanding of how to approach marketing their practice effectively, and

41 Executive Committee Minutes April 26-27, 2013 Page 4

create a web Search Engine Marketing Campaign (SEM) to drive those who are using the web to find legal help to the useful and enhanced information and services on the Bar’s website.

Real Estate Task Force Secretary Perkins-Hooker presented the Proposed Plan of Action to Address Threats to the Public From Witness Only Closings and Conduct Constituting the Unauthorized Practice of Law submitted by the 2013 Real Estate Task Force. She referred everyone to the revised proposed Formal Advisory Opinion No. 10-R2 that was handed out at the Executive Committee. She reported that the UPL Standing Committee approved drafting a complaint regarding third party service providers selling services that, by Georgia law, are only to be performed by a Georgia licensed lawyer that will be reviewed at a special called meeting. In addition, the UPL Standing Committee has authorized the UPL staff to enforce Georgia law by seeking injunctions against third party service providers that are engaging in, aiding, or abetting in the unauthorized practice of law. Following that, the Executive Committee, by unanimous voice vote, approved the report (Exhibit A). President Clark will draft an email to the Real Estate Section to inform them of the progress being made by the Task Force. President-elect Ruffin recommended that Past President Jeff Bramlett be retained to help in the efforts of drafting the complaint.

The Executive Committee received a copy of class action law suits in the cases of Clements v. LSI and Busbee v. Title Source Inc., Burton Fletcher, a copy of the UPL Standing Committee, and a Daily Report article on the GLSP contesting the garnishee law.

Executive Session Upon a motion and second, the Executive Committee met in Executive Session. Thereafter, a motion was made and seconded to move out of Executive Session.

Office of General Counsel Report Paula Frederick provided a report on the activities of the Office of General Counsel. She announced that Past President Bryan Cavan has been retained as the State Bar’s new Special Master Coordinator. She reported that the Supreme Court of Georgia approved FAO 10-1 regarding conflicts of interest of public defenders offices, but denied the State Bar’s motion to amend Georgia Rule of Professional Conduct Rule 1.10(d) as the Court found the amendment unnecessary in light of its approval of FAO 10.1. The Public Defender Standards Council has filed a motion with the Supreme Court for reconsideration. She provided copies of proposed FAO No. 10-R2 regarding witness only closings that will be published in the June issue of the Georgia Bar Journal for members comments.

President-elect Ruffin provided an update on the Spring Street viaduct project.

The Executive Committee received a written Report of the Office of the General Counsel for the period following the February Executive Committee meeting.

Draft Board of Governors Minutes The Executive Committee received a copy of the proposed minutes of the March 9, 2013 Board of Governors meeting.

South Dakota Small Town Lawyer Subsidies Cliff Brashier referred the Executive Committee to information on rural attorney recruitment in South Dakota.

42 Executive Committee Minutes April 26-27, 2013 Page 5

Member Benefits Insurance Report The Executive Committee received a Member Benefit Insurance Summary Report for 2009, 2010, 2011, 2012, and January through March of 2013.

Section Leaders Meeting The Executive Committee received a copy of the State Bar of Georgia Section Leaders’ Handbook.

Consumer Assistance Program The Executive Committee received a report on the Consumer Assistance Program for March 2013.

Diversity Program The Executive Committee received information on the Georgia Diversity Program’s Business Development Symposium series.

2013 Fifty Year Members The Executive Committee received a list of 50 Year Certificate Recipients admitted in 1963.

Transition into Law Practice Program The Executive Committee received a copy of The Bench article on Georgia’s Transition into Law Practice Program.

Old Business There was no old business.

New Business A motion to table until the next Executive Committee meeting a discussion on pro-rating dues was approved by unanimous voice vote.

Adjournment There being no further business, the Executive Committee meeting was adjourned.

Executive Committee/Supreme Court Retreat The Executive Committee and Justices of the Georgia Supreme Court conducted a joint meeting on April 27, 2013, to discuss pending issues and developments affecting the administration of justice and the regulation of the legal profession. Those present for the meeting from the Supreme Court of Georgia were Chief Justice Carol W. Hunstein, Justice Robert Benham, Justice P. Harris Hines, Justice David E. Nahmias, and Justice Keith R. Blackwell.

43 05/29/13 State Bar of Georgia Revenues and Expenditures as of April 30, 2013

2012-13 Actual YTD 2012-13 Budget 2012-13 Activity Net Dues # Memb. Amount % of Bud # Memb. Amount Active $240 35,764 $8,532,120 100.0% 35,550 $8,532,000 Inactive $120 8,276 $1,013,159 98.7% 8,550 $1,026,000 Associates $100 17 $1,550 103.3% 15 $1,500 Foreign Legal Cnslt $240 4 $960 100.0% 4 $960 Students $25 60 $950 0.0% 100 $0 Emeritus $0 1,288 $0 0.0% 1,200 $0 Late Fees $202,270 122.6% $165,000 Prior Years Dues $4,042 80.8% $5,000 Total License & Dues 44,121 $9,755,051 100.3% 44,219 $9,730,460 Alloc. Section Fees $100,847 95.8% $105,310 Law Related Education $0 0.0% $0 CSF Expense Reimb. $60,833 83.3% $73,000 Advertising & Sales $99,935 73.8% $135,500 Membership Income $211,833 94.1% $225,000 Interest Income $54,469 136.2% $40,000 Miscellaneous $2,871 63.8% $4,500 Total Revenue $10,285,839 99.7% $10,313,770 Total Expenses $8,869,708 73.4% $12,085,989 Net Gain (Loss) $1,416,131 ($1,772,219)

Board Designated Amounts (Excluding Sections, and Restricted Funds)

Operating $2,750,000 Bar Center 2,000,000 Board Designated Litigation Reserve 250,000 Total $5,000,000

Projected Undesignated Unrestricted Surplus 6/30/13--Cash $6,452,742 (Includes Operating and Bar Center)

44 Page: 1 May 28, 2013 State Bar of Georgia Income Statement YTD For the Ten Months Ending April 30, 2013 YTD Actual Annual Budget Ytd % of Bud Revenues Dues - Active $ 8,533,080 $ 8,532,000 100.01 Dues - Inactive 1,013,159 1,026,000 98.75 Dues - Misc. Types 2,500 2,460 101.63 Dues - Late Fees 206,312 170,000 121.36

Total Dues & Licenses 9,755,051 9,730,460 100.25 Section Expense Reimb. 100,847 105,310 95.76 CSF Expense Reimb. 60,833 73,000 83.33 Advertising and Sales 99,935 135,500 73.75 Membership Income 211,833 225,000 94.15 Interest Income 54,469 40,000 136.17 Miscellaneous Revenues 2,521 4,500 56.02

Total Revenues 10,285,489 10,313,770 99.73

Expenses Administration 1,496,913 1,968,443 76.05 Management Info Systems 298,491 387,284 77.07 General Counsel 2,621,253 3,328,851 78.74 Consumer Assistance Pgm. 420,439 515,555 81.55 Communications 637,009 1,298,480 49.06 Fee Arbitration 272,677 346,535 78.69 Law Related Education 186,698 243,798 76.58 Law Practice Management 322,097 406,612 79.21 Coastal Georgia Office 146,529 193,730 75.64 South Georgia Office 127,892 162,672 78.62 Younger Lawyers Division 305,553 419,339 72.87 Unauthorized Practice of Law 614,385 800,265 76.77 Standards of the Profession 156,769 200,992 78.00 High School Mock Trial 73,932 113,656 65.05 Sections 78,161 100,847 77.50 Lawyer's Assistance Pgm 32,375 39,660 81.63 Pro Bono 171,489 205,787 83.33 Fastcase 153,968 192,176 80.12 Officers' Expenses 75,913 150,665 50.39 Telephone System Project 156,272 170,000 91.92 BASICS Program Contribution 140,000 140,000 100.00 Resource Center Contribution 106,989 106,989 100.00 Military/Vets Pro Bono 73,464 98,786 74.37 Other Expenses 200,090 494,867 40.43

Total Expenses 8,869,358 12,085,989 73.39

Net Income $ 1,416,131 $ (1,772,219) (79.91)

45 State Bar of Georgia Balance Sheet April 30, 2013

ASSETS - Current Assets

Total Cash & Short-Term Investments 7,899,424

Investment - Merrill Lynch 8,565,335 Investment - Fidelity 4,591,167

Total Long-Term Investments 13,156,502

Accounts Receivable 57,418 Accrued Interest Receivable 27,514 Due from Related Orgs/Emp (243,726) Prepaid Expenses 411,022 Bar Center Prepaid Expenses 33,012

Total Other Assets 285,240

Total Current Assets 21,341,166

Fixed Assets Furniture & Equipment 4,701,636 Bar Center 26,173,172 Accum. Depreciation (14,059,440)

Total Fixed Assets 16,815,368

Total Assets $ 38,156,534

LIABILITIES AND CAPITAL Accounts Payable $ 220,862 Other Current Liabilities 786,484 Vacation Accrual 392,880 Due to Client Security Fund 2,372,470 Deferred Income 879,097 C&W - Cushman Accounts Payable 65,894 BC-Accrued Expenses 12,000 C&W - Deferred Rent Income 33,172

Total Current Liabilities 4,762,859

Total Long Term Liabilities 0

Fund Balances - Beg. of Year

Total Fund Balances - Beg. of Year 30,063,855

YTD Activity 3,329,815

Total Liabilities & Capital $ 38,156,529

46 5/29/13 State Bar of Georgia - Bar Center Revenues and Expenditures - Executive Summary For the Ten Months Ended April 30, 2013

YTD 4/30/13 Budget Activity Actual % Budget FY 13 Income and Cash Receipts CCLC Contribution $1,302,181 108.5% $1,200,000 Interest Income $8,199 205.0% $4,000 Member Assessment $278,561 97.4% $286,000 Room Rentals and Various Charges $22,478 91.7% $24,500 Parking Revenues $194,553 81.4% $239,046 Rental Income $902,000 83.0% $1,087,299 Operating Budget Transfer $466,030 83.3% $559,236 Unrealized Gain (Loss) on Interest Rate Swap $0 0.0% $0 Total Income and Operating Budget Transfers $3,174,002 93.4% $3,400,081 YLD Room Contributions $0 0.0% $0 Total Income and Cash Receipts $3,174,002 93.4% $3,400,081

Expenses and Cash Disbursements Building Rehabilitation $35,614 0.0% $70,000 Conference Floor Renovations $0 0.0% $5,000 Tenant Improvements $15,397 307.9% $5,000 Sub-Basement Buildout $0 0.0% $0 Second Floor Attorney Buildout $0 0.0% $0 Furniture and Equipment $2,108 0.0% $0 Design Fees $5,025 0.0% $0 Lease Commissions $0 0.0% $0 Median and Landscaping $0 0.0% $5,000 Woodrow Wilson Exhibit and Law Museum $0 0.0% $5,000 President's Conference Room $8,564 171.3% $5,000 Law Related Education $35,495 72.4% $49,000 Conference Center Operating Expenses $331,000 76.5% $432,488 Third Floor Contingency $0 0.0% $25,000 Building Operating Expenses $1,198,913 71.0% $1,688,213 Parking Deck Operating Expenses $185,819 79.4% $234,025 Interest $0 0.0% $0 Principal Reduction on Loan $0 0.0% $0 Legal, Due Diligence and Closing Fees $0 0.0% $0 Total Expenses and Cash Disbursements $1,817,935 72.0% $2,523,726

Net Cash Flow $1,356,067 $876,355

Board Designated Amounts (Excludes Sections and Restricted Funds)

1. Board Designated Reserves

Operating $2,750,000 Bar Center $2,000,000 Litigation $250,000 Total $5,000,000

2. Projected Undesignated Unrestricted Surplus 6/30/13 (Includes Operating and Bar Center)

$6,452,742 47 5/29/13 4th Draft 2013-2014 Proposed State Bar of Georgia Budget (Active dues increase to $244 and inactive dues increase to $122 in 2013-14)

2013-14 Actual 2011-2012 Actual through 4-30-13 Budget 2012-2013 Projected 2012-2013 Budget 2013-2014 Activity Net Dues # Memb. % Amount # Memb. % Amount # Memb. % Amount # Memb. % Amount # Memb. % Amount Active $244 34,270 80.8 $8,259,293 35,764 81.1 $8,532,120 35,550 80.4 $8,532,000 35,675 80.9 $8,562,000 36,375 80.8 $8,875,500 Inactive $122 8,059 19.0 $986,926 8,276 18.8 $1,013,159 8,550 19.3 $1,026,000 8,300 18.8 $996,000 8,525 18.9 $1,040,050 Change in Status N/A $0 0.0 $0 0.0 $0 0.0 $0 0.0 $0 Associates $100 13 0.0 $1,200 17 0.0 $1,550 15 0.0 $1,500 17 0.0 $1,700 18 0.0 $1,800 Foreign Legal Consultant $244 5 0.0 $0 4 0.0 $960 4 0.0 $960 4 0.0 $960 4 0.0 $976 Students $0 68 0.2 $1,100 60 0.1 $950 100 0.2 $0 75 0.2 $900 100 0.2 $0 Emeritus $0 1,119 0.0 $0 1,288 0.0 $0 1,200 0.0 $0 1,300 0.0 $0 1,325 0.0 $0 Late Fees $194,799 $202,270 $165,000 $195,000 $185,000 Prior Years Dues $7,357 $4,042 $5,000 $5,000 $5,000 Total Dues Revenues 42,415 100 $9,450,674 44,121 100 $9,755,051 44,219 100 $9,730,460 44,071 100 $9,761,560 45,022 100 $10,108,326 Section Expense Reimb. $94,397 $100,847 $105,310 $105,310 $106,610 Client Security Reimb. $73,000 $60,833 $73,000 $73,000 $73,000 Advertising & Pub. Sales $139,571 $99,935 $135,500 $120,000 $126,200 Membership Income $229,377 $211,833 $225,000 $227,000 $228,000 Interest Income $104,608 $54,469 $40,000 $65,000 $70,000 Miscellaneous Revenue $8,685 $2,871 $4,500 $5,000 $4,000 Total Revenue $10,100,312 $10,285,839 $10,313,770 $10,356,870 $10,716,136

Total Expenses $9,916,253 $8,869,708 $12,055,348 $11,046,594 $12,116,862

Net Gain (Loss) $184,059 $1,416,131 ($1,741,578) ($689,724) ($1,400,726)

Active and Inactive Additional Active 700 Additional Inactive 225 T O T A L 925 BUDGET SUMMARY Board Designated Amounts (Excludes Sections, and Restricted Funds)

2012-2013 1. Board Designated Reserves 2012-13 projected expenditure is 91.4% of budget Operating 2,750,000 (Equals historical average) Bar Center 2,000,000 4th draft budget is: Litigation 250,000 100.5 % of 2012-13 budget Total $ 5,000,000 109.7 % of 2012-13 projected 2. Projected Undesignated, Unrestricted Surplus 6/30/13 (Includes Operating and Bar Center) $ 6,452,742

48 5/29/2013 2013-2014 State Bar of Georgia Expense Budget 4th Draft 2011-12 YLD 4/30/2013 % Bud. 2012-2013 2012-2013 2013-2014 % Inc/(Dec) % Inc/(Dec) Actual Expenditures 83.3% Budget Projected Budget over Proj. over 13 Bud. A. ADMINISTRATION: Personnel Services: Salaries - full time 943,728 840,778 83.5 1,007,280 1,007,280 1,038,736 3.12 3.12 Salaries - part time 23,999 14,045 76.1 18,450 18,450 19,022 3.10 3.10 Overtime pay 3,954 3,374 37.7 8,944 6,000 8,500 41.67 (4.96) Tax & benefits 196,828 171,353 75.8 225,964 225,964 225,295 (0.30) (0.30) Pension 75,771 66,096 83.3 79,317 79,317 81,650 2.94 2.94 Subtotal 1,244,280 1,095,646 81.8 1,339,955 1,337,011 1,373,203 2.71 2.48 Operating Expenses: Shared Office Overhead 269,274 227,798 83.3 273,358 273,358 277,861 1.65 1.65 Freight 1,548 1,763 88.2 2,000 2,100 2,500 19.05 25.00 Postage 10,024 6,757 45.0 15,000 13,000 14,000 7.69 (6.67) Supplies 5,732 4,885 58.2 8,400 6,000 6,500 8.33 (22.62) Telephone 3,041 2,940 59.0 4,980 4,100 4,300 4.88 (13.65) Subscriptions & Books 916 494 32.9 1,500 1,300 1,300 0.00 (13.33) Dues & Memberships 2,223 1,760 58.7 3,000 2,600 2,750 5.77 (8.33) Seminars & Training 1,563 2,032 67.7 3,000 2,500 3,000 20.00 0.00 Miscellaneous 9,947 9,993 75.1 13,300 10,000 12,000 20.00 (9.77) Travel-Staff 32,742 19,657 56.2 35,000 35,000 37,000 5.71 5.71 Travel-Exec. Director 8,073 5,393 36.0 15,000 12,500 13,000 4.00 (13.33) Luncheons 182 38 8.4 450 500 600 20.00 33.33 Banking Fees 1,054 685 52.7 1,300 1,300 1,400 7.69 7.69 Credit Card Discounts and Fees 147,583 83,043 48.8 170,000 155,000 160,000 3.23 (5.88) Computer Hardware 5,687 3,146 0.0 4,000 3,146 1,000 (68.21) (75.00) Computer Software 0 0 0.0 1,000 1,000 1,000 0.00 0.00 Membership Software/License 25,719 8,333 20.3 41,000 16,332 48,997 200.01 19.50 Contract Programming 63 0 0.0 4,500 1,500 2,000 33.33 (55.56) Equipment Maintenance 124 50 3.3 1,500 250 1,000 300.00 (33.33) Review Panel Attorney 25,211 22,500 75.0 30,000 30,000 30,000 0.00 0.00

Subtotal 550,706 401,267 63.9 628,288 571,486 620,208 8.53 (1.29) Furniture & Equipment: 0 0 0.0 0 0 0 0.00 0.00 Total Administration 1,794,986 1,496,913 76.1 1,968,243 1,908,497 1,993,411 4.45 1.28 49 5/29/2013 2013-2014 State Bar of Georgia Expense Budget 4th Draft 2011-12 YLD 4/30/2013 % Bud. 2012-2013 2012-2013 2013-2014 % Inc/(Dec) % Inc/(Dec) Actual Expenditures 83.3% Budget Projected Budget over Proj. over 13 Bud.

B. MANAGEMENT INFORMATION SYSTEMS Personnel Services: Salaries - full time 169,781 142,548 79.4 179,590 171,500 176,641 3.00 (1.64) Tax & benefits 36,746 39,399 105.4 37,382 37,382 51,226 37.03 37.03 Pension 8,922 7,756 56.3 13,782 9,300 9,591 3.13 (30.41) Subtotal 215,449 189,703 82.2 230,754 218,182 237,458 8.83 2.91

Operating Expenses: Shared Office Overhead 33,659 28,475 83.3 34,170 34,170 34,733 1.65 1.65 Freight 61 0 0.0 100 100 100 0.00 0.00 Postage 92 0 0.0 0 0 0 0.00 0.00 Supplies 4,706 757 15.1 5,000 5,000 5,000 0.00 0.00 Subscription & Books 0 0 0.0 200 200 200 0.00 0.00 Seminars & Training 799 0 0.0 7,685 7,685 5,990 (22.06) (22.06) Miscellaneous 3,012 840 33.6 2,500 2,000 2,000 0.00 (20.00) Staff travel 671 1,026 25.7 4,000 4,000 4,000 0.00 0.00 Computer Hardware 14,139 12,236 103.7 11,800 11,800 24,000 103.39 103.39 Computer Software 40,819 40,931 89.0 45,975 45,975 43,250 (5.93) (5.93) Offsite Backup/Storage 7,667 5,901 72.9 8,100 7,200 8,100 12.50 0.00 Contractors 9,952 3,508 35.1 10,000 10,000 13,500 35.00 35.00 Contract Programming 10,714 4,651 38.8 12,000 12,000 12,000 0.00 0.00 Internet Services 13,639 10,463 69.8 15,000 15,600 15,850 1.60 5.67

Subtotal 139,930 108,788 69.5 156,530 155,730 168,723 8.34 7.79

Furniture & Equipment: 0 0 0.0 0 3,600 3,600 0.00 0.00

Total Management Info. Systems 355,379 298,491 77.1 387,284 377,512 409,781 8.55 5.81 50 5/29/2013 2013-2014 State Bar of Georgia Expense Budget 4th Draft 2011-12 YLD 4/30/2013 % Bud. 2012-2013 2012-2013 2013-2014 % Inc/(Dec) % Inc/(Dec) Actual Expenditures 83.3% Budget Projected Budget over Proj. over 13 Bud. C. GENERAL COUNSEL: Personnel Services: Salaries - full time 1,842,881 1,622,823 83.5 1,942,441 1,942,441 2,021,402 4.07 4.07 Salaries - part time 39,549 20,884 58.6 35,658 32,000 36,764 14.89 3.10 Overtime pay 1,313 593 21.9 2,710 2,250 2,700 20.00 (0.37) Tax & benefits 397,958 338,875 79.2 427,905 427,905 444,310 3.83 3.83 Pension 143,322 121,116 79.6 152,070 145,000 149,746 3.27 (1.53) Subtotal 2,425,023 2,104,291 82.2 2,560,784 2,549,596 2,654,922 4.13 3.68 Operating Expenses: Shared Office Overhead 370,252 313,223 83.3 375,867 375,867 382,059 1.65 1.65 Freight 71 18 9.0 200 200 200 0.00 0.00 Postage 17,025 13,804 55.2 25,000 20,000 21,000 5.00 (16.00) Printing 92 639 21.3 3,000 3,000 3,000 0.00 0.00 Supplies 17,038 12,000 55.0 21,800 20,000 21,000 5.00 (3.67) Telephone 2,542 2,438 84.1 2,900 2,900 3,100 6.90 6.90 Subscriptions & Books 17,034 13,464 85.2 15,800 15,800 17,000 7.59 7.59 Dues & Memberships 7,160 6,360 87.7 7,250 7,250 8,000 10.34 10.34 Seminars & Computer Training 2,978 2,927 81.3 3,600 3,500 3,600 2.86 0.00 Miscellaneous 973 1,247 95.9 1,300 1,600 1,600 0.00 23.08 Travel - Investigator 3,641 3,021 33.6 9,000 9,000 5,000 (44.44) (44.44) Travel - Attorneys 44,382 25,496 44.7 57,000 57,000 59,435 4.27 4.27 Luncheons 1,277 621 29.9 2,075 2,075 2,075 0.00 0.00 Computer Hardware 6,295 9,885 78.5 12,600 12,000 6,000 (50.00) (52.38) Computer Software 1,850 0 0.0 2,000 1,000 1,000 0.00 (50.00) Contract/Programming 4,656 0 0.0 7,000 7,000 7,000 0.00 0.00 Litigation/Depositions 72,876 60,413 58.1 104,000 104,000 105,000 0.96 0.96 Equipment Rental/Maint. 0 300 60.0 500 0 0 0.00 (100.00) Disciplinary/Investigative Panels 47,803 35,741 89.4 40,000 40,000 50,000 25.00 25.00 Contract Special Master 0 0 0.0 50,000 20,000 52,000 160.00 4.00 On-line Research 15,556 11,968 64.1 18,675 18,675 18,675 0.00 0.00 Subtotal 633,501 513,565 67.6 759,567 720,867 766,744 6.36 0.94 Furniture & Equipment: 0 3,397 0.0 8,500 8,500 5,000 (41.18) (41.18) Total General Counsel 3,058,524 2,621,253 78.7 3,328,851 3,278,963 3,426,666 4.50 2.94 51 5/29/2013 2013-2014 State Bar of Georgia Expense Budget 4th Draft 2011-12 YLD 4/30/2013 % Bud. 2012-2013 2012-2013 2013-2014 % Inc/(Dec) % Inc/(Dec) Actual Expenditures 83.3% Budget Projected Budget over Proj. over 13 Bud. D. CONSUMER ASSISTANCE PROGRAM Personnel Services: Salaries - full time 295,011 257,637 83.5 308,687 308,687 318,256 3.10 3.10 Overtime pay 6 0 0.0 500 100 500 400.00 0.00 Tax & benefits 80,248 72,228 78.5 92,008 92,008 94,263 2.45 2.45 Pension 20,176 17,572 83.3 21,086 21,086 21,731 3.06 3.06 Subtotal 395,441 347,437 82.3 422,281 421,881 434,750 3.05 2.95

Operating Expenses: Shared Office Overhead 84,148 71,187 83.3 85,424 85,424 86,832 1.65 1.65 Freight 0 0 0.0 50 0 50 100.00 0.00 Postage 1,711 1,272 63.6 2,000 1,500 2,000 33.33 0.00 Printing 0 0 0.0 400 400 400 100.00 0.00 Supplies 393 48 6.0 800 100 800 700.00 0.00 Subscriptions & Books 0 495 0.0 0 0 0 0.00 0.00 Dues & Memberships 0 0 0.0 0 0 0 0.00 0.00 Seminars & Training 390 0 0.0 750 750 900 20.00 20.00 Miscellaneous 0 0 0.0 500 0 500 0.00 0.00 Travel-Staff 1,459 0 0.0 2,350 2,000 2,600 30.00 10.64 Computer Hardware 2,843 0 0.0 0 0 1,000 0.00 100.00 Contract Programming 0 0 0.0 1,000 1,000 1,000 0.00 0.00

Subtotal 90,944 73,002 78.3 93,274 91,174 96,082 5.38 3.01

Furniture & Equipment: 0 0 0.0 0 0 0 0.00 0.00

Total Consumer Assistance 486,385 420,439 81.6 515,555 513,055 530,832 3.46 2.96 52 5/29/2013 2013-2014 State Bar of Georgia Expense Budget 4th Draft 2011-12 YLD 4/30/2013 % Bud. 2012-2013 2012-2013 2013-2014 % Inc/(Dec) % Inc/(Dec) Actual Expenditures 83.3% Budget Projected Budget over Proj. over 13 Bud. E. COMMUNICATIONS Personnel Services: Salaries - full time 171,071 149,267 83.4 179,000 179,000 184,649 3.16 3.16 Overtime pay 1,416 1,216 74.8 1,626 1,500 1,500 0.00 (7.75) Tax & benefits 60,512 51,516 77.2 66,711 66,711 68,278 2.35 2.35 Pension 11,702 10,157 83.3 12,188 12,188 12,552 2.99 2.99 Subtotal 244,701 212,156 81.7 259,525 259,399 266,979 2.92 2.87

Operating Expenses: Shared Office Overhead 50,489 42,713 83.3 51,255 51,255 52,099 1.65 1.65 Freight 472 386 51.5 750 750 750 0.00 0.00 Postage 520 626 62.6 1,000 1,000 1,000 0.00 0.00 Supplies 2,095 935 37.4 2,500 2,500 2,500 0.00 0.00 Subscription & Books 2,150 3,568 142.7 2,500 2,500 2,500 0.00 0.00 Dues & Memberships 450 0 0.0 250 250 250 0.00 0.00 Seminars & Training 30 500 50.0 1,000 1,000 1,000 0.00 0.00 Miscellaneous 1,854 946 47.3 2,000 2,000 2,000 0.00 0.00 Staff Travel 11,382 4,514 37.3 12,100 12,100 14,000 15.70 15.70 Luncheons 5,021 2,185 87.4 2,500 2,500 2,805 12.20 12.20 Computer Hardware 1,422 0 0.0 0 0 1,000 100.00 100.00 Computer Software 1,349 0 0.0 0 0 0 0.00 0.00 Web Programming 0 4,017 0.0 20,000 20,000 20,000 0.00 0.00

Subtotal 77,234 60,390 63.0 95,855 95,855 99,904 4.22 4.22

Furniture & Equipment: 0 0 0.0 0 0 0 0.00 0.00

Subtotal 321,935 272,546 76.7 355,380 355,254 366,883 3.27 3.24 53 5/29/2013 2013-2014 State Bar of Georgia Expense Budget 4th Draft 2011-12 YLD 4/30/2013 % Bud. 2012-2013 2012-2013 2013-2014 % Inc/(Dec) % Inc/(Dec) Actual Expenditures 83.3% Budget Projected Budget over Proj. over 13 Bud. E. COMMUNICATIONS (Cont.) Programs/Other Services: Local & Circuit, Law Day 0 0 0.0 1,500 1,500 1,500 0.00 0.00 Cornerstones of Freedom 271,093 113,234 19.7 575,000 575,000 584,200 1.60 1.60 Law Day 3 0 0.0 0 0 0 0.00 0.00 Member Video Program 0 0 0.0 0 0 0 0.00 0.00 Membership Certificates 1,262 675 45.0 1,500 1,500 1,500 0.00 0.00 Subtotal 272,358 113,909 19.7 578,000 578,000 587,200 1.59 1.59

Publications: Bar Journal 253,203 190,303 65.1 292,500 240,000 266,400 11.00 (8.92) Directory 53,701 55,989 97.6 57,350 55,000 60,350 9.73 5.23 Supplemental Directory 4,767 4,262 81.2 5,250 4,300 5,020 16.74 (4.38) Special Publications and Printing 6,955 0 0.0 10,000 10,000 10,000 0.00 0.00 Subtotal 318,626 250,554 68.6 365,100 309,300 341,770 10.50 (6.39)

Total Communications 912,919 637,009 49.1 1,298,480 1,242,554 1,295,853 4.29 (0.20) 54 5/29/2013 2013-2014 State Bar of Georgia Expense Budget 4th Draft 2011-12 YLD 4/30/2013 % Bud. 2012-2013 2012-2013 2013-2014 % Inc/(Dec) % Inc/(Dec) Actual Expenditures 83.3% Budget Projected Budget over Proj. over 13 Bud. F. FEE ARBITRATION: Personnel Services: Salaries - full time 183,251 160,030 83.5 191,747 191,747 233,055 21.54 21.54 Overtime pay 171 75 6.9 1,084 250 1,300 420.00 19.93 Tax & benefits 52,552 47,073 78.4 60,052 60,052 86,516 44.07 44.07 Pension 12,894 11,268 83.3 13,522 13,522 13,949 3.16 3.16 Subtotal 248,868 218,446 82.0 266,405 265,571 334,820 26.08 25.68

Operating Expenses: Shared Office Overhead 50,489 42,713 83.3 51,255 51,255 69,465 35.53 35.53 Freight 10 8 8.0 100 100 100 0.00 0.00 Postage 8,177 7,237 72.4 10,000 10,000 9,000 (10.00) (10.00) Printing 1,402 1,754 87.7 2,000 2,000 2,000 0.00 0.00 Supplies 1,867 384 19.2 2,000 2,000 2,300 15.00 15.00 Subscriptions & Books 199 295 78.7 375 375 375 0.00 0.00 Dues and Memberships 310 310 77.5 400 310 400 29.03 0.00 Seminars & Training 0 0 0.0 500 500 500 0.00 0.00 Miscellaneous 1,198 0 0.0 1,200 1,200 1,200 0.00 0.00 Staff travel 28 29 1.2 2,500 2,500 2,500 0.00 0.00 Luncheons 1,960 1,501 60.0 2,500 2,500 2,500 0.00 0.00 Computer hardware 0 0 0.0 0 0 4,500 0.00 0.00 Computer software 0 0 0.0 0 0 250 100.00 100.00 Contract labor 0 0 0.0 300 300 300 0.00 0.00 Contract Programming 969 0 0.0 2,000 2,000 2,000 0.00 0.00 Litigation/Depositions 0 0 0.0 5,000 5,000 5,000 0.00 0.00

Subtotal 66,609 54,231 67.7 80,130 80,040 102,390 27.92 27.78

Furniture & Equipment: 0 0 0.0 0 0 800 100.00 100.00

Total Fee Arbitration 315,477 272,677 78.7 346,535 345,611 438,010 26.74 26.40 55 5/29/2013 2013-2014 State Bar of Georgia Expense Budget 4th Draft 2011-12 YLD 4/30/2013 % Bud. 2012-2013 2012-2013 2013-2014 % Inc/(Dec) % Inc/(Dec) Actual Expenditures 83.3% Budget Projected Budget over Proj. over 13 Bud. G. LAW PRACTICE MANAGEMENT Personnel Services: Salaries 210,203 182,969 83.0 220,394 220,394 226,397 2.72 2.72 Overtime pay 5 0 0.0 150 50 150 200.00 0.00 Taxes and Benefits 70,534 59,424 78.1 76,086 75,000 77,968 3.96 2.47 Pension 13,889 12,119 83.3 14,543 14,543 14,939 2.72 2.72 Subtotal 294,631 254,512 81.8 311,173 309,987 319,454 3.05 2.66

Operating Costs: Shared Office Overhead 67,319 56,949 83.3 68,339 68,339 69,465 1.65 1.65 Freight 89 50 25.0 200 200 250 25.00 25.00 Postage 1,924 1,721 78.2 2,200 2,100 2,200 4.76 0.00 Printing 92 1,464 73.2 2,000 1,500 1,000 (33.33) (50.00) Supplies 1,766 254 10.2 2,500 1,000 2,000 100.00 (20.00) Library/Subs & Books 7,872 3,438 43.0 8,000 8,000 8,000 0.00 0.00 Dues & Memberships 940 942 72.5 1,300 1,100 1,300 18.18 0.00 Seminars & Training 2,330 2,943 98.1 3,000 2,500 3,000 20.00 0.00 Miscellaneous 985 20 1.3 1,500 1,500 1,500 0.00 0.00 Staff Travel 17,020 12,416 60.7 20,450 18,000 18,600 3.33 (9.05) Luncheons 0 43 0.0 150 75 150 100.00 0.00 Computer Hardware 711 1,870 77.9 2,400 500 1,000 100.00 (58.33) Computer Software 0 465 0.0 1,900 800 800 0.00 (57.89) Income Offset (20,757) (14,990) 81.0 (18,500) (14,000) (18,500) 32.14 0.00

Subtotal 80,291 67,585 70.8 95,439 91,614 90,765 (0.93) (4.90)

Furniture & Equipment: 0 0 0.0 0 0 0 0.00 0.00

Total Law Practice Management 374,922 322,097 79.2 406,612 401,601 410,219 2.15 0.89 56 5/29/2013 2013-2014 State Bar of Georgia Expense Budget 4th Draft 2011-12 YLD 4/30/2013 % Bud. 2012-2013 2012-2013 2013-2014 % Inc/(Dec) % Inc/(Dec) Actual Expenditures 83.3% Budget Projected Budget over Proj. over 13 Bud. H. SOUTH GEORGIA OFFICE Personnel Services: Salaries - full time 63,473 56,476 84.0 67,243 67,243 69,328 3.10 3.10 Salaries - hourly 13,965 10,618 53.9 19,703 19,703 20,314 3.10 3.10 Taxes & Benefits 20,375 18,421 76.7 24,026 23,000 21,955 (4.54) (8.62) Pension 4,395 3,805 83.3 4,566 4,566 4,703 3.00 3.00 Subtotal 102,208 89,320 77.3 115,538 114,512 116,300 1.56 0.66

Operating Costs: Postage 174 5 2.9 175 75 150 100.00 (14.29) Printing 0 103 103.0 100 0 100 100.00 0.00 Supplies 1,069 0 0.0 2,000 1,300 2,000 53.85 0.00 Telephone 12,645 1,379 10.2 13,500 13,500 15,000 11.11 11.11 Subscriptions & Books 105 12,321 12321.0 100 105 110 4.76 10.00 Dues & Memberships 0 105 0.0 0 0 0 0.00 0.00 Miscellaneous 106 114 28.5 400 260 400 53.85 0.00 Staff Travel 3,047 3,320 79.0 4,200 2,600 4,200 61.54 0.00 Luncheons 46 93 93.0 100 100 100 0.00 0.00 Computer Hardware 1,422 0 0.0 0 0 0 0.00 0.00 Equipment Maintenance/Rental 1,316 2,447 163.1 1,500 1,400 1,500 7.14 0.00 Rent & Utilities 20,121 16,871 77.0 21,900 20,500 21,900 6.83 0.00 Facilities Maintenance 480 441 29.4 1,500 1,800 2,100 16.67 40.00 Building Insurance 1,549 1,373 82.8 1,659 16,500 16,700 1.21 906.63

Subtotal 42,080 38,572 81.8 47,134 58,140 64,260 10.53 36.33

Furniture & Equipment: 0 0 0.0 0 0 0 0.00 0.00

Total South Georgia Office 144,288 127,892 78.6 162,672 172,652 180,560 4.58 11.00 57 5/29/2013 2013-2014 State Bar of Georgia Expense Budget 4th Draft 2011-12 YLD 4/30/2013 % Bud. 2012-2013 2012-2013 2013-2014 % Inc/(Dec) % Inc/(Dec) Actual Expenditures 83.3% Budget Projected Budget over Proj. over 13 Bud. I. COASTAL GEORGIA OFFICE Personnel Services: Salaries - Full-Time 55,700 57,456 81.7 70,293 70,293 70,684 0.56 0.56 Salaries-Hourly 6,370 0 0.0 0 0 0 0.00 0.00 Overtime 121 32 0.0 250 125 250 100.00 0.00 Taxes & Benefits 22,922 32,312 66.3 48,751 41,000 42,491 3.64 (12.84) Pension 0 2,318 83.3 2,782 2,782 2,782 0.00 0.00 Subtotal 85,113 92,118 75.5 122,076 114,200 116,207 1.76 (4.81)

Operating Costs: Freight 46 21 21.0 100 0 100 100.00 0.00 Postage 45 45 45.0 100 90 100 11.11 0.00 Printing 0 0 0.0 100 0 100 0.00 0.00 Supplies 1,021 947 63.1 1,500 1,200 1,300 8.33 (13.33) Telephone 9,792 8,346 81.8 10,200 10,000 10,200 2.00 0.00 Subscriptions & Books 0 0 0.0 100 0 100 100.00 0.00 Dues and Memberships 0 0 0.0 100 0 100 100.00 0.00 Seminars & Training 0 0 0.0 200 0 100 100.00 (50.00) Miscellaneous 535 5 1.0 500 163 500 100.00 0.00 Staff Travel 1,098 53 2.0 2,600 2,000 2,400 20.00 (7.69) Parking 3,473 3,417 85.4 4,000 3,500 4,000 14.29 0.00 Luncheons 0 0 0.0 100 0 100 100.00 0.00 Computer Hardware 0 0 0.0 0 0 0 0.00 0.00 Computer Software 0 0 0.0 0 0 0 0.00 0.00 Equipment Maintenance/Leasing 3,021 2,063 55.8 3,700 3,000 3,700 23.33 0.00 Rent & Utilities 38,312 33,813 82.5 41,000 39,000 41,000 5.13 0.00 Facilities Maintenance 3,921 3,131 78.3 4,000 3,900 4,000 2.56 0.00 Building Insurance 3,135 2,920 87.1 3,354 3,200 3,354 4.81 0.00

Subtotal 64,399 54,761 76.4 71,654 66,053 71,154 7.72 (0.70)

Furniture & Equipment: 0 0 0.0 0 0 0 0.00 0.00

Total Coastal Georgia Office 149,512 146,879 75.8 193,730 180,253 187,361 3.94 (3.29) 58 5/29/2013 2013-2014 State Bar of Georgia Expense Budget 4th Draft 2011-12 YLD 4/30/2013 % Bud. 2012-2013 2012-2013 2013-2014 % Inc/(Dec) % Inc/(Dec) Actual Expenditures 83.3% Budget Projected Budget over Proj. over 13 Bud.

J. YOUNG LAWYERS DIVISION Personnel Services: Salaries - full time 55,818 49,390 84.6 58,404 58,404 60,215 3.10 3.10 Salaries - part time 9,363 8,384 85.1 9,851 9,851 13,796 40.05 40.05 Taxes and Benefits 24,498 21,068 78.0 27,001 27,001 28,683 6.23 6.23 Pension 3,525 3,045 83.3 3,654 3,654 3,764 3.01 3.01 Subtotal 93,204 81,887 82.8 98,910 98,910 106,458 7.63 7.63

Operating Costs: Shared Office Overhead 16,830 14,238 83.3 17,085 17,085 17,366 1.65 1.65 HS Mock Trial Shared Office 16,830 0 0.0 0 0 0 0.00 0.00 Supplies 569 749 49.9 1,500 1,500 1,000 (33.33) (33.33) Telephone 0 675 0.0 900 900 900 0.00 0.00 Seminars & Training 0 180 0.0 800 800 800 0.00 0.00 Miscellaneous 0 0 0.0 0 0 0 0.00 0.00 Staff Travel 7,198 4,104 51.3 8,000 8,000 8,000 0.00 0.00 Computer Hardware 711 787 0.0 1,000 787 0 (100.00) (100.00) Computer Software 10,000 1,286 0.0 1,300 1,286 0 (100.00) (100.00) High School Mock Trial 0 10,000 100.0 10,000 10,000 10,000 0.00 0.00 YLD Newsletter 58,501 39,960 70.8 56,416 54,000 58,000 7.41 2.81 YLD Brochure 7,140 7,521 101.6 7,400 7,521 7,600 1.05 2.70 YLD Committees - Expense 105,172 52,783 67.3 78,470 76,920 92,470 20.22 17.84 YLD Committees - Income (11,285) (7,188) 71.9 (10,000) (6,000) (10,000) 66.67 0.00 YLD PIIP 0 0 0.0 15,000 15,000 15,000 0.00 0.00 YLD 65th Anniversary 4,800 0 0.0 0 0 0 0.00 0.00 YLD Leadership Academy 0 0 0.0 7,650 7,650 0 (100.00) (100.00) YLD President 27,869 32,807 75.6 43,410 43,410 29,642 (31.72) (31.72) YLD President Elect 29,979 14,394 55.5 25,934 25,934 32,936 27.00 27.00 YLD Past President 20,770 17,670 80.8 21,864 21,864 27,447 25.54 25.54 YLD Meetings 32,640 33,700 100.0 33,700 33,700 34,711 3.00 3.00

Subtotal 327,724 223,666 69.8 320,429 320,357 325,872 1.72 1.70

Furniture & Equipment: 0 0 0.0 0 0 0 0.00 0.00

Total Young Lawyers Division 420,928 305,553 72.9 419,339 419,267 432,330 3.12 3.10 59 5/29/2013 2013-2014 State Bar of Georgia Expense Budget 4th Draft 2011-12 YLD 4/30/2013 % Bud. 2012-2013 2012-2013 2013-2014 % Inc/(Dec) % Inc/(Dec) Actual Expenditures 83.3% Budget Projected Budget over Proj. over 13 Bud.

K. UNAUTHORIZED PRACTICE OF LAW Personnel Services: Salaries - full time 444,842 358,029 76.9 465,466 435,466 421,393 (3.23) (9.47) Overtime pay 0 0 0.0 250 150 250 66.67 0.00 Tax & benefits 133,762 107,525 74.7 143,880 137,380 139,755 1.73 (2.87) Pension 30,631 26,563 83.3 31,875 28,392 29,250 3.02 (8.24) Subtotal 609,235 492,117 76.7 641,471 601,388 590,648 (1.79) (7.92)

Operating Expenses: Shared Office Overhead 117,807 99,662 83.3 119,594 119,594 104,198 (12.87) (12.87) Freight 0 0 0.0 50 50 50 0.00 0.00 Postage 3,239 2,530 50.6 5,000 4,500 5,000 11.11 0.00 Printing 185 77 30.8 250 200 200 0.00 (20.00) Supplies 2,675 2,139 66.8 3,200 3,200 3,300 3.13 3.13 Subscriptions & Books 706 698 93.1 750 750 760 1.33 1.33 Dues & Memberships 0 100 100.0 100 100 125 25.00 25.00 Seminars & Training 725 820 96.5 850 850 1,250 47.06 47.06 Miscellaneous 1,349 1,213 60.7 2,000 2,000 2,100 5.00 5.00 Travel - Staff 576 120 8.0 1,500 900 1,260 40.00 (16.00) Travel - Investigators 9,382 6,813 68.1 10,000 9,900 10,100 2.02 1.00 Luncheons 2,651 2,388 59.7 4,000 3,200 4,000 25.00 0.00 Computer Hardware 986 3,146 78.7 4,000 3,146 3,000 (4.64) (25.00) Litigation/Court Reporter 3,897 840 16.8 5,000 2,400 5,000 108.33 0.00 Lexus Online 1,845 1,722 68.9 2,500 2,293 2,700 17.75 8.00

Subtotal 146,023 122,268 77.0 158,794 153,083 143,043 (6.56) (9.92)

Furniture & Equipment: 0 0 0.0 0 0 0 0.00 0.00

Total UPL 755,258 614,385 76.8 800,265 754,471 733,691 (2.75) (8.32) 60 5/29/2013 2013-2014 State Bar of Georgia Expense Budget 4th Draft 2011-12 YLD 4/30/2013 % Bud. 2012-2013 2012-2013 2013-2014 % Inc/(Dec) % Inc/(Dec) Actual Expenditures 83.3% Budget Projected Budget over Proj. over 13 Bud. L. STANDARDS OF THE PROFESSION Personnel Services: Salaries - full time 111,777 93,385 86.2 108,333 105,000 112,796 7.42 4.12 Overtime pay 288 265 106.0 250 245 300 22.45 20.00 Tax & benefits 33,311 28,617 63.5 45,083 42,083 26,308 (37.49) (41.65) Pension 2,300 2,047 83.3 2,456 1,700 2,437 43.35 (0.77) Subtotal 147,676 124,314 79.6 156,122 149,028 141,841 (4.82) (9.15)

Operating Expenses: Shared Office Overhead 33,659 28,475 83.3 34,170 34,170 34,733 1.65 1.65 CLE Programs 510 0 0.0 1,000 550 1,000 81.82 0.00 CLE Fees 510 0 0.0 1,000 550 1,000 81.82 0.00 Postage 1,366 436 39.6 1,100 1,000 1,100 10.00 0.00 Printing 92 82 27.3 300 100 300 200.00 0.00 Supplies 465 648 64.8 1,000 465 800 72.04 (20.00) Dues & Memberships 960 687 137.4 500 500 500 0.00 0.00 Seminars & Training 355 370 37.0 1,000 500 750 50.00 (25.00) Miscellaneous 0 430 86.0 500 250 500 100.00 0.00 Staff Travel 3,457 1,162 29.1 4,000 2,500 4,000 60.00 0.00 Luncheons 252 165 55.0 300 50 250 400.00 (16.67) Computer Hardware 711 0 0.0 0 0 1,000 0.00 100.00

Subtotal 42,337 32,455 72.3 44,870 40,635 45,933 13.04 2.37

Furniture & Equipment: 0 0 0.0 0 0 0 0.00 0.00

Total Standards of the Profession 190,013 156,769 78.0 200,992 189,663 187,774 (1.00) (6.58) 61 5/29/2013 2013-2014 State Bar of Georgia Expense Budget 4th Draft 2011-12 YLD 4/30/2013 % Bud. 2012-2013 2012-2013 2013-2014 % Inc/(Dec) % Inc/(Dec) Actual Expenditures 83.3% Budget Projected Budget over Proj. over 13 Bud. M. SLAW-RELATED EDUCATION Personnel Services: Salaries - full time 124,329 106,563 80.1 133,047 133,047 132,243 (0.60) (0.60) Salaries - part time 1,056 0 0.0 0 0 0 0.00 0.00 Overtime 359 354 41.6 850 850 850 0.00 0.00 Tax & benefits 36,962 35,293 74.3 47,491 44,000 48,113 9.35 1.31 Pension 6,521 5,660 59.6 9,500 6,792 6,999 3.05 (26.33) Subtotal 169,227 147,870 77.5 190,888 184,689 188,205 1.90 (1.41)

Operating Expenses: Shared Office Overhead 33,659 28,475 83.3 34,170 34,170 34,733 1.65 1.65 Freight 5 0 0.0 20 0 100 100.00 400.00 Postage 260 45 2.3 2,000 2,000 2,000 0.00 0.00 Printing 92 543 54.3 1,000 1,000 1,000 0.00 0.00 Supplies 3,146 1,804 90.2 2,000 1,800 2,000 11.11 0.00 Labels 0 0 0.0 150 0 0 0.00 (100.00) Subscriptions and Books 37 82 3.9 2,100 2,100 2,100 0.00 0.00 Dues & Memberships 0 0 0.0 100 100 100 0.00 0.00 Seminars & Training 342 1,550 68.9 2,250 2,250 2,250 0.00 0.00 Miscellaneous 484 52 17.3 300 300 300 0.00 0.00 Staff Travel 3,803 4,605 76.5 6,020 4,500 5,000 11.11 (16.94) Luncheons 409 196 32.7 600 400 500 25.00 (16.67) Computer Hardware 0 1,722 0.0 2,200 0 0 0.00 (100.00) Income Offset (1,920) (246) 0.0 0 0 0 0.00 0.00

Subtotal 40,317 38,828 73.4 52,910 48,620 50,083 3.01 (5.34)

Furniture & Equipment: 0 0 0.0 0 0 0 0.00 0.00

Total Law-Related Education 209,544 186,698 76.6 243,798 233,309 238,288 2.13 (2.26) (Grants may be pursued to reduce funding needs) 62 5/29/2013 2013-2014 State Bar of Georgia Expense Budget 4th Draft 2011-12 YLD 4/30/2013 % Bud. 2012-2013 2012-2013 2013-2014 % Inc/(Dec) % Inc/(Dec) Actual Expenditures 83.3% Budget Projected Budget over Proj. over 13 Bud.

N. SHIGH SCHOOL MOCK TRIAL Personnel Services: Salaries - full time 0 38,800 74.6 52,000 52,000 53,612 3.10 3.10 Tax & benefits 0 11,620 44.8 25,939 25,939 18,710 (27.87) (27.87) Pension 0 0 0.0 0 0 0 0.00 0.00 Subtotal 0 50,420 64.7 77,939 77,939 72,322 (7.21) (7.21)

Operating Expenses: Shared Office Overhead 0 14,238 83.3 17,085 17,085 17,366 1.65 1.65 Freight 0 151 20.1 750 100 100 0.00 (86.67) Postage 0 743 37.2 2,000 600 600 0.00 (70.00) Supplies 0 1,048 34.9 3,000 600 1,000 66.67 (66.67) Telephone 0 0 0.0 250 250 250 0.00 0.00 Subscriptions and Books 0 315 0.0 0 315 0 (100.00) 0.00 Dues & Memberships 0 0 0.0 250 250 250 0.00 0.00 Seminars & Training 0 0 0.0 0 0 0 0.00 0.00 Miscellaneous 0 2,193 574.1 382 450 3,332 640.44 772.25 Staff Travel 0 316 63.2 500 0 100 100.00 (80.00) Luncheons/Committee 0 268 8.9 3,000 450 450 0.00 (85.00) Computer Hardware 0 1,015 0.0 0 935 500 (46.52) 100.00 Operating Account/Misc Revenues 0 (56,742) 70.9 (80,000) (67,000) (86,000) 28.36 7.50 Law Academy 0 22,869 104.0 22,000 23,047 24,500 6.30 11.36 Regional Competition 0 5,091 78.3 6,500 10,000 10,350 3.50 59.23 State Competition 0 30,426 86.9 35,000 35,000 35,000 0.00 0.00 National Competition 0 1,581 6.3 25,000 25,000 25,000 0.00 0.00 Contribution Transfer 0 0 0.0 0 0 0 0.00 0.00

Subtotal 0 23,512 65.8 35,717 47,082 32,798 (30.34) (8.17)

Furniture & Equipment: 0 0 0.0 0 0 0 0.00 0.00

Total High School Mock Trial 0 73,932 65.0 113,656 125,021 105,120 (15.92) (7.51) 63 5/29/2013 2013-2014 State Bar of Georgia Expense Budget 4th Draft 2011-12 YLD 4/30/2013 % Bud. 2012-2013 2012-2013 2013-2014 % Inc/(Dec) % Inc/(Dec) Actual Expenditures 83.3% Budget Projected Budget over Proj. over 13 Bud. O. OTHER ACTIVITIES Officer's Expenses President 28,950 12,131 24.8 48,833 48,833 54,894 12.41 12.41 President Elect 31,475 33,039 80.5 41,063 41,063 38,426 (6.42) (6.42) President Elect-Elect (ABA,BLI) 3,500 2,001 57.2 3,500 3,500 3,500 0.00 0.00 Immediate Past President 46,911 25,350 47.1 53,769 53,769 25,252 (53.04) (53.04) Secretary 0 0 0.0 0 0 2,000 100.00 100.00 Treasurer 0 0 0.0 0 0 2,000 100.00 100.00 Past Past President (ABA, BLI) 5,805 3,392 96.9 3,500 3,500 3,500 0.00 0.00 Officers Expense Subtotal 116,641 75,913 50.4 150,665 150,665 129,572 (14.00) (14.00) Miscellaneous: Board of Governors Meetings 134,615 104,181 79.1 131,653 131,653 150,000 13.94 13.94 Supreme Court Retreat 30,018 29,675 74.4 39,872 39,872 45,000 12.86 12.86 Lawyer's Assistance Program 37,000 32,375 81.6 39,660 39,660 55,000 38.68 38.68 Section Expenses 94,397 78,161 77.5 100,847 95,000 106,610 12.22 5.71 Elections 39,445 27,787 66.2 42,000 40,611 41,277 1.64 (1.72) Judicial Poll 0 0 0.0 25,853 0 24,175 100.00 (6.49) Dues Notice 36,290 36,969 92.5 39,950 39,950 42,320 5.93 5.93 Bar Membership Cards 7,098 5,805 71.8 8,081 6,927 7,500 8.27 (7.19) 50 Year Certificates 900 713 0 662 1,312 98.19 100.00 Casemaker/Fastcase Contract 171,988 153,968 80.1 192,176 192,000 186,000 (3.13) (3.21) Membership Database Project 3,392 2,534 5.1 50,000 15,000 35,000 133.33 (30.00) President's Program 10,911 11,320 100.0 11,320 11,320 11,501 1.60 1.60 Georgia BLI 2,500 537 21.5 2,500 2,500 2,500 100.00 0.00 Telephone System Project 0 156,272 91.9 170,000 165,000 0 (100.00) (100.00) Media Training 0 0 0.0 2,500 0 2,500 100.00 0.00 Executive Committee Meetings 31,609 35,476 78.8 45,000 45,000 45,720 1.60 1.60 State Bar Committees 31,675 25,186 96.9 26,000 24,000 28,000 16.67 7.69 Meetings Contingency 0 0 0.0 35,000 0 35,000 100.00 0.00 Conference Sponsorship 13,500 4,223 16.9 25,000 25,000 25,000 0.00 0.00 ABA Delegate Breakfasts 0 0 0.0 0 0 2,000 100.00 100.00 Access to Justice Pro Bono Awards 0 0 0.0 0 0 3,500 100.00 100.00 Military/Veterans Pro Bono Program 88,126 73,464 74.4 98,786 98,786 100,500 1.74 1.74 Contributed Expense-Resource Center 103,122 106,989 100.0 106,989 106,989 108,701 1.60 1.60 Contributed Expense-Mock Trial 72,185 0 0.0 0 0 0 0.00 0.00 Contributed Expense-BASICS Program 140,000 140,000 100.0 140,000 140,000 140,000 0.00 0.00 Chief Justice's Commission on Professionalism 5,000 5,000 100.0 5,000 5,000 5,000 0.00 0.00 Central Atlanta Progress 2,000 3,400 85.0 4,000 4,000 4,200 5.00 5.00 Unallocated Services (117,791) (92,716) 0.0 0 (100,000) 0 0.00 0.00 Contributed Expense -Pro Bono 182,278 171,489 83.3 205,787 205,787 209,080 1.60 1.60 Miscellaneous Expense Subtotal 1,120,258 1,112,808 71.9 1,547,974 1,334,717 1,417,396 6.19 (8.44) Total Other Activities 1,236,899 1,188,721 70.0 1,698,639 1,485,382 1,546,968 4.15 (8.93) 64 GRAND TOTAL 10,405,034 8,869,708 73.4 12,084,651 11,627,811 12,116,862 4.21 0.27 5/29/2013 2013-2014 State Bar of Georgia Expense Budget 4th Draft 2011-12 YLD 4/30/2013 % Bud. 2012-2013 2012-2013 2013-2014 % Inc/(Dec) % Inc/(Dec) Actual Expenditures 83.3% Budget Projected Budget over Proj. over 13 Bud. O. Shared Office Overhead Facilities 15,232 4,492 11.2 40,000 25,000 40,000 60.00 0.00 Transfer to Bar Center 539,023 466,030 83.3 559,236 559,236 568,184 1.60 1.60 Telephone 45,837 40,674 76.7 53,000 50,000 51,000 2.00 (3.77) Equipment Rental & Maintenance 88,230 69,727 74.2 94,000 92,000 94,000 2.17 0.00 Supplies & Printing 46,801 36,334 66.1 55,000 45,000 50,000 11.11 (9.09) Insurance (non-group) 66,277 59,620 85.2 70,000 73,961 96,365 30.29 37.66 Payroll, Actuary, Audit 24,211 26,209 71.0 36,900 33,000 34,500 4.55 (6.50) Kitchen 20,658 17,309 75.3 23,000 23,000 25,000 8.70 8.70 Subtotal 846,269 720,395 77.4 931,136 901,197 959,049 6.42 3.00 Accounting 240,076 212,163 76.1 278,689 258,989 279,638 7.97 0.34 Receptionists 114,671 90,598 70.6 128,242 114,650 119,752 4.45 (6.62) Mailroom 60,030 50,524 82.0 61,606 61,314 63,189 3.06 2.57 Total Shared Office Overhead 1,261,046 1,073,680 76.7 1,399,673 1,336,150 1,421,628 6.40 1.57 Related Organizations -Shared Office Expense Allocations Georgia Bar Foundation 1,373 1,111 83.3 1,333 1,333 1,244 (6.65) (6.65) Lawyers Foundation 0 0 0.0 0 0 0 0.00 0.00 Pro Bono 29,228 24,766 83.3 29,719 29,719 29,336 (1.29) (1.29) Professionalism 1,864 1,528 83.4 1,833 1,833 1,744 (4.84) (4.84) CCLC 100,978 85,424 83.3 102,509 102,509 104,198 1.65 1.65 Sections 16,830 14,238 83.3 17,085 17,085 17,366 1.65 1.65 Subtotal - Related Organizations 150,273 127,067 83.3 152,479 152,479 153,888 0.92 0.92 State Bar Departments Administration 269,274 227,798 83.3 273,358 273,358 277,861 1.65 1.65 Information Systems 33,659 28,475 83.3 34,170 34,170 34,733 1.65 1.65 General Counsel 370,252 313,223 83.3 375,867 375,867 382,059 1.65 1.65 Consumer Assistance Program 84,148 71,187 83.3 85,424 85,424 86,832 1.65 1.65 Communications 50,489 42,713 83.3 51,255 51,255 52,099 1.65 1.65 Fee Arbitration 50,489 42,713 83.3 51,255 51,255 69,465 35.53 35.53 Law Practice Management 67,319 56,949 83.3 68,339 68,339 69,465 1.65 1.65 Younger Lawyers 16,830 14,238 83.3 17,085 17,085 17,366 1.65 1.65 High School Mock Trial 0 14,238 83.3 17,085 17,085 17,366 1.65 1.65 Military Veterans Pro Bono 0 0 #DIV/0! 0 0 17,366 0.00 0.00 Unauthorized Practice of Law 117,807 99,662 83.3 119,594 119,594 104,198 (12.87) (12.87) Conference Center 67,319 56,949 83.3 68,339 68,339 69,465 1.65 1.65 Law-Related Education 33,659 28,475 83.3 34,170 34,170 34,733 1.65 1.65 Standards of the Profession 33,659 28,475 83.3 34,170 34,170 34,733 1.65 1.65 Subtotal - State Bar Departments 1,194,904 1,025,095 83.3 1,230,111 1,230,111 1,267,740 3.06 3.06 Total Shared Office Overhead 1,345,177 1,152,162 1,382,590 1,382,590 1,421,628 2.82 2.82 65 2012-2013 State Bar of Georgia Budget Percentage of Shared Office Overhead Expense 5/29/2013 4th Draft ADM MIS OGC CAP COM F.A. LPM YLD MOCK MILVET UPL STD CONF LRE MCLE SEC LF GBF PB PROF Total

00-01 Emp 14 2 23 5 4 3 3 1 1 (incl. 6 1 1 2 2 3 71.0 %00-01 Emp. 19.72% 2.82% 32.39% 7.04% 5.63% 4.23% 4.23% 1.41% 1.41% in 8.45% 1.41% 1.41% 2.82% 2.82% 4.23% 100.0% %00-01 Emp. 22.22% 3.17% 36.51% 7.94% 6.35% 4.76% 4.76% 1.59% 1.59% OGC) 9.52% 1.59% 100.0%

01-02 Emp 15 2 19 5 4 3 2 1 1 4 6 1 1 2 2 4 72.0 %01-02 Emp. 20.83% 2.78% 26.39% 6.94% 5.56% 4.17% 2.78% 1.39% 1.39% 5.56% 8.33% 1.39% 1.39% 2.78% 2.78% 5.56% 100.0% %01-02 Emp. 23.81% 3.17% 30.16% 7.94% 6.35% 4.76% 3.17% 1.59% 1.59% 6.35% 9.52% 1.59% 100.0%

02-03 Emp 15 2 19 5 4 3 2 1 1 4 6 1 1 2 2 3 71.0 %02-03 Emp. 21.13% 2.82% 26.76% 7.04% 5.63% 4.23% 2.82% 1.41% 1.41% 5.63% 8.45% 1.41% 1.41% 2.82% 2.82% 4.23% 100.0% %02-03 Emp. 23.81% 3.17% 30.16% 7.94% 6.35% 4.76% 3.17% 1.59% 1.59% 6.35% 9.52% 1.59% 100.0%

03-04 Emp 15 2 19 5 4 3 2 1 1 7 6 1 1 2 2 3 74.0 %03-04 Emp. 20.27% 2.70% 25.68% 6.76% 5.41% 4.05% 2.70% 1.35% 1.35% 9.46% 8.11% 1.35% 1.35% 2.70% 2.70% 4.05% 100.0% %03-04 Emp. 22.73% 3.03% 28.79% 7.58% 6.06% 4.55% 3.03% 1.52% 1.52% 10.61% 9.09% 1.52% 100.0%

04-05 Emp 15 2 19 5 3 3 4 1 1 7 6 1 1 2 2 3 75.0 %04-05 Emp. 20.00% 2.67% 25.33% 6.67% 4.00% 4.00% 5.33% 1.33% 1.33% 9.33% 8.00% 1.33% 1.33% 2.67% 2.67% 4.00% 100.0% %04-05 Emp. 22.39% 2.99% 28.36% 7.46% 4.48% 4.48% 5.97% 1.49% 1.49% 10.45% 8.96% 1.49% 100.0% LPM includes addition of Casemaker and Group Resource staff positions

05-06 Emp 15 2 20 5 3 3 4 1 1 7 2 4 6 1 1 2 2 3 82.0 %05-06 Emp. 18.29% 2.44% 24.39% 6.10% 3.66% 3.66% 4.88% 1.22% 1.22% 8.54% 2.44% 4.88% 7.32% 1.22% 1.22% 2.44% 2.44% 3.66% 100.0% %05-06 Emp. 20.27% 2.70% 27.03% 6.76% 4.05% 4.05% 5.41% 1.35% 1.35% 9.46% 2.70% 5.41% 8.11% 1.35% 100.0%

06-07 Emp 15 2 20 5 4 3 4 1 1 7 2 4 6 1 1 2 2 3 83.0 %06-07 Emp. 18.07% 2.41% 24.10% 6.02% 4.82% 3.61% 4.82% 1.20% 1.20% 8.43% 2.41% 4.82% 7.23% 1.20% 1.20% 2.41% 2.41% 3.61% 100.0% %06-07 Emp. 20.00% 2.67% 26.67% 6.67% 5.33% 4.00% 5.33% 1.33% 1.33% 9.33% 2.67% 5.33% 8.00% 1.33% 100.0%

07-08 Emp 15 2 22 5 3 3 4 1 1 7 2 4 6 1 1 2 2 3 84.0 %07-08 Emp. 17.86% 2.38% 26.19% 5.95% 3.57% 3.57% 4.76% 1.19% 1.19% 8.33% 2.38% 4.76% 7.14% 1.19% 1.19% 2.38% 2.38% 3.57% 100.0% %07-08 Emp. 19.74% 2.63% 28.95% 6.58% 3.95% 3.95% 5.26% 1.32% 1.32% 9.21% 2.63% 5.26% 7.89% 1.32% 100.0%

08-09 Emp 16 2 21 5 3 3 4 1 1 7 2 4 1 6 1 1 2 2 3 85.0 %08-09 Emp. 18.82% 2.35% 24.71% 5.88% 3.53% 3.53% 4.71% 1.18% 1.18% 8.24% 2.35% 4.71% 1.18% 7.06% 1.18% 1.18% 2.35% 2.35% 3.53% 100.0% %08-09 Emp. 20.78% 2.60% 27.27% 6.49% 3.90% 3.90% 5.19% 1.30% 1.30% 9.09% 2.60% 5.19% 1.30% 7.79% 1.30% 100.0%

09-10 Emp 16 2 21 5 3 3 4 1 1 7 2 4 1 6 1 1 3 2 3 86.0 %09-10 Emp. 18.60% 2.33% 24.42% 5.81% 3.49% 3.49% 4.65% 1.16% 1.16% 8.14% 2.33% 4.65% 1.16% 6.98% 1.16% 1.16% 3.49% 2.33% 3.49% 100.0% %09-10 Emp. 20.78% 2.60% 27.27% 6.49% 3.90% 3.90% 5.19% 1.30% 1.30% 9.09% 2.60% 5.19% 1.30% 7.79% 1.30% 100.0%

10-11 Emp 16 2 21 5 3 3 4 1 1 1 7 2 4 1 6 1 1 3 2 3 87.0 %10-11 Emp. 18.39% 2.30% 24.14% 5.75% 3.45% 3.45% 4.60% 1.15% 1.15% 1.15% 8.05% 2.30% 4.60% 1.15% 6.90% 1.15% 1.15% 3.45% 2.30% 3.45% 100.0% %10-11 Emp. 20.51% 2.56% 26.92% 6.41% 3.85% 3.85% 5.13% 1.28% 1.28% 1.28% 8.97% 2.56% 5.13% 1.28% 7.69% 1.28% 100.0%

11-12 Emp 16 2 22 5 3 3 4 1 1 1 7 2 4 2 6 1 0 3 2 3 88.0 %11-12 Emp. 18.18% 2.27% 25.00% 5.68% 3.41% 3.41% 4.55% 1.14% 1.14% 1.14% 7.95% 2.27% 4.55% 2.27% 6.82% 1.14% 0.00% 3.41% 2.27% 3.41% 100.0% %11-12 Emp. 20.00% 2.50% 27.50% 6.25% 3.75% 3.75% 5.00% 1.25% 1.25% 1.25% 8.75% 2.50% 5.00% 2.50% 7.50% 1.25% 100.0%

12-13 Emp 16 2 22 5 3 3 4 1 1 1 7 2 4 2 6 1 0 3 2 3 88.0 %12-13 Emp. 18.18% 2.27% 25.00% 5.68% 3.41% 3.41% 4.55% 1.14% 1.14% 1.14% 7.95% 2.27% 4.55% 2.27% 6.82% 1.14% 0.00% 3.41% 2.27% 3.41% 100.0% %12-13 Emp. 20.00% 2.50% 27.50% 6.25% 3.75% 3.75% 5.00% 1.25% 1.25% 1.25% 8.75% 2.50% 5.00% 2.50% 7.50% 1.25% 100.0%

13-14 Emp 16 2 22 5 3 4 4 1 1 1 6 2 4 2 6 1 0 3 2 3 88.0 66 %13-14 Emp. 18.18% 2.27% 25.00% 5.68% 3.41% 4.55% 4.55% 1.14% 1.14% 1.14% 6.82% 2.27% 4.55% 2.27% 6.82% 1.14% 0.00% 3.41% 2.27% 3.41% 100.0% %13-14 Emp. 20.00% 2.50% 27.50% 6.25% 3.75% 5.00% 5.00% 1.25% 1.25% 1.25% 7.50% 2.50% 5.00% 2.50% 7.50% 1.25% 100.0% 5/29/13 4th Draft

State Bar of Georgia Expense Comparison Comparison of Adjusted Budgeted Expenses for 2013-14 to 2012-13

Total Expenses Per 2013 - 2014 Budget $12,116,862

Less New Expenses Not in 2012 - 2013 Budget:

Full-Time Fee Arbitration Administrative Assistant (67,028) Expansion of LAP Consultations Allowed (15,340) Treasurer and Secretary Allowances (4,000)

Add Expenses in 2012 - 2013 Budget Not in 2013 - 2014 Budget: Telephone System Project 170,000 UPL Position Eliminated 73,311 Training Room PC Upgrades 10,500

Adjusted Total Expenses 2013-14 $ 12,284,305

Total Budgeted Expenses 2012 - 2013 $12,055,348

Dollar Increase in Budgeted Expenses (excluding new expenses/programs) $ 228,957

Percentage Increase (Decrease) in Budgeted Expenses (excluding new expenses/pro 1.90%

67 5/29/13 State Bar of Georgia - Bar Center Budget Fiscal Year 2013-14

Fiscal Year 10-11 Fiscal Year 11-12 Fiscal Year 12-13 through 4/30/13 Budget 2012-13 Budget 2013-14 Activity % Amount % Amount % Amount % of Budget % Amount % Amount Income and Cash Receipts CCLC Contribution 41.0% $1,744,752 35.6% $1,221,288 41.0% $1,302,181 108.5% 35.3% $1,200,000 35.3% $1,200,000 Restricted Contributions - 3rd Fl 0.0% $0 0.5% $17,700 0.0% $0 0.0% 0.0% $0 0.0% $0 Other Contributions 0.0% $0 0.0% $0 0.0% $0 0.0% 0.0% $0 0.0% $0 Interest Income 0.0% $319 0.2% $7,366 0.3% $8,199 205.0% 0.1% $4,000 0.2% $6,000 Member Assessment 6.7% $284,931 8.2% $282,211 8.8% $278,561 97.4% 8.4% $286,000 8.5% $290,000 Room Rentals and Various Charges 0.7% $29,844 0.7% $23,817 0.7% $22,478 91.7% 0.7% $24,500 0.7% $24,957 Parking Revenues 4.9% $206,283 7.3% $249,247 6.1% $194,553 81.4% 7.0% $239,046 6.6% $223,157 Rental Income 31.8% $1,351,043 31.7% $1,088,048 28.4% $902,000 83.0% 32.0% $1,087,299 34.1% $1,157,797 Operating Budget Transfer 12.5% $533,159 15.7% $539,023 14.7% $466,030 83.3% 16.4% $559,236 16.7% $568,184 Total Income and Cash Receipts 100.0% $4,150,331 100.0% $3,428,700 100.0% $3,174,002 93.4% 100.0% $3,400,081 102.1% $3,470,095

Expenses and Cash Disbursements Building Rehabilitation 0.1% $1,437 0.0% $0 2.0% $35,614 50.9% 2.8% $70,000 1.0% $25,000 Conference Floor Renovations 0.0% $1,257 0.0% $0 0.0% $0 0.0% 0.2% $5,000 0.2% $5,000 Tenant Improvements 0.0% $0 0.0% $0 0.8% $15,397 307.9% 0.2% $5,000 0.2% $5,000 Furniture and Equipment 0.5% $12,420 0.4% $8,279 0.1% $2,108 0.0% 0.0% $0 0.0% $0 Sub-Basement Buildout 17.7% $485,325 0.0% $0 0.0% $0 0.0% 0.0% $0 0.0% $0 Second Floor Attorney Buildout 2.9% $80,865 0.3% $5,374 0.0% $0 0.0% 0.0% $0 0.0% $0 Design Fees 0.0% $0 0.0% $0 0.3% $5,025 0.0% 0.0% $0 0.0% $0 Lease Commissions 0.0% $0 0.0% $0 0.0% $0 0.0% 0.0% $0 0.0% $0 Median and Landscaping 0.0% $0 0.0% $0 0.0% $0 0.0% 0.2% $5,000 0.2% $5,000 Woodrow Wilson Exhibit and Law Museum 0.1% $3,118 0.0% $0 0.0% $0 0.0% 0.2% $5,000 0.2% $5,000 President's Conference Room 0.0% $0 0.3% $5,677 0.5% $8,564 171.3% 0.2% $5,000 0.2% $5,000 Law Related Education 1.6% $44,587 2.4% $50,657 2.0% $35,495 72.4% 1.9% $49,000 2.1% $53,000 Conference Center Operating Expenses 12.2% $334,515 16.4% $352,538 18.2% $331,000 76.5% 17.1% $432,488 18.0% $454,497 Third Floor Contingency 0.1% $3,465 0.0% $809 0.0% $0 0.0% 1.0% $25,000 1.0% $25,000 Building Operating Expenses 56.2% $1,543,215 69.5% $1,493,290 65.9% $1,198,913 71.0% 66.9% $1,688,213 67.9% $1,713,065 Parking Deck Operating Expenses 8.6% $235,659 10.8% $231,687 10.2% $185,819 79.4% 9.3% $234,025 9.1% $230,172 Legal, Due Diligence and Closing Fees 0.0% $0 0.0% $0 0.0% $0 0.0% 0.0% $0 0.0% $0 TBG Advisory Fee 0.0% $0 0.0% $0 0.0% $0 0.0% 0.0% $0 0.0% $0 Total Expenses and Cash Disbursements 100.0% $2,745,863 100.0% $2,148,311 100.0% $1,817,935 72.0% 100.0% $2,523,726 100.1% $2,525,734

Net Cash Flow $1,404,468 $1,280,389 $1,356,067 $876,355 $944,361

Board Designated Amounts (Excludes Sections, and Restricted Funds)

1. Board Designated Reserves Operating 2,750,000 Bar Center 2,000,000 Litigation 250,000 Total $ 5,000,000

2. Projected Undesignated, Unrestricted Surplus 6/30/13 (Includes Operating and Bar Center) $ 6,452,742

68 5/29/2013 2013-14 State Bar of Georgia Expense Budget 3rd Draft 2011-12 YTD 4/30/13 % Bud. 2012-13 2012-13 2013-14 % Inc/(Dec) Actual Actual 83.3% Budget Projected Budget over Proj.

BAR CENTER Operating Income: Interest Income 9,986 7,117 177.9 4,000 7,000 6,000 (14.29) Investment Gain/(Loss) (2,620) 1,082 100.0 0 1,000 0 (100.00) Member Assessment 282,211 278,561 97.4 286,000 290,000 290,000 0.00 Transfer from SBG Operating 539,023 466,030 83.3 559,236 559,236 568,184 1.60 CCLC Contributions 1,221,288 1,302,181 108.5 1,200,000 1,200,000 1,200,000 0.00 Other Contributions 17,700 0 0.0 0 0 0 0.00 Total Income 2,067,588 2,054,971 100.3 2,049,236 2,057,236 2,064,184 0.34

Operating Expenses: Architect/Design Fees 0 5,025 0.0 0 5,025 0 0.00 Legal Fees 0 0 0.0 0 0 0 0.00 Leasing Commissions 0 0 0.0 0 0 0 0.00 Landscaping/deck signs 0 0 0.0 5,000 2,000 5,000 150.00 3rd Floor Contingency 809 0 0.0 25,000 5,000 25,000 400.00 3rd Floor Renovations 0 0 0.0 5,000 3,000 5,000 66.67 3rd Floor Furniture 0 0 0.0 0 0 0 0.00 Museum, W. Wilson Exhibit 0 0 0.0 5,000 1,000 5,000 400.00 Law Related Education 50,657 35,495 72.4 49,000 51,000 53,000 3.92 AV & Equipment 8,279 2,108 0.0 0 0 0 0.00 Tenant Improvements 0 15,397 0.0 5,000 0 5,000 100.00 Building Rehabilitation 0 35,614 0.0 70,000 0 25,000 100.00 Sub-Basement Buildout 0 0 0.0 0 0 0 0.00 Second Floor Buildout 5,374 0 0.0 0 5,374 0 0.00 President's Board Room Costs 5,677 8,564 171.3 5,000 5,000 5,000 0.00

Total Bar Center 70,796 102,203 60.5 169,000 77,399 128,000 65.38

Net General Bar Center 1,996,792 1,952,768 103.9 1,880,236 1,979,837 1,936,184 (2.20) 69 5/29/2013 2013-14 State Bar of Georgia Expense Budget 3rd Draft 2011-12 YTD 4/30/13 % Bud. 2012-13 2012-13 2012-13 % Inc/(Dec) Actual Actual 83.3% Budget Projected Budget over Proj.

CONFERENCE CENTER Revenues 3rd Floor Room Rentals 3,100 2,150 53.8 4,000 1,950 3,100 58.97 3rd Floor Set Up Fees 800 800 0.0 0 1,600 1,600 0.00 3rd Floor After Hrs Fees 10,046 9,907 90.1 11,000 7,000 10,046 43.51 3rd Floor Beverage Service 3,111 1,877 62.6 3,000 1,800 3,111 72.83 3rd Floor Cleaning Fees 6,760 7,708 118.6 6,500 6,500 7,000 7.69 3rd Floor AV/Conferencing 0 36 0.0 0 36 100 177.78 Total Revenues 23,817 22,478 91.7 24,500 18,886 24,957 32.15

Personnel Services: Salaries - full time 171,305 148,406 83.5 177,813 177,813 183,325 3.10 Overtime pay 9,603 9,119 57.8 15,788 9,000 16,000 77.78 Tax & benefits 47,195 42,578 77.8 54,695 54,695 54,690 (0.01) Pension 8,634 9,741 83.3 11,689 5,600 12,031 114.84 Subtotal 236,737 209,844 80.7 259,985 247,108 266,046 7.66 . Operating Expenses: Shared Office Overhead 67,319 56,949 84.8 67,157 67,157 69,244 3.11 Postage 0 0 0.0 100 0 100 100.00 Printing 0 0 0.0 200 0 200 100.00 Supplies 10,657 2,928 20.9 14,000 5,000 10,657 113.14 Telephone/Internet 0 0 0.0 0 0 3,000 100.00 Subscriptions & Books 185 185 74.0 250 250 250 0.00 Miscellaneous 570 2,127 53.2 4,000 2,500 3,000 20.00 Staff Travel 0 0 0.0 0 0 0 0.00 Computer Hardware 0 0 0.0 0 0 1,000 100.00 Computer Software 0 0 0.0 0 0 0 0.00 After Hours Contract Labor 0 0 0.0 900 0 0 0.00 After Hours Security 7,489 5,443 77.8 7,000 7,000 8,000 14.29 After Hours Cleaning 0 0 0.0 500 0 0 0.00 Room Turn - Around Costs 3,468 5,666 125.9 4,500 3,739 4,500 20.35 After Hours Parking 0 0 0.0 500 200 500 150.00 Equipment Maintenance 10,287 1,675 33.5 5,000 5,000 11,000 120.00 Furniture Repairs and Maintenance 0 0 0.0 10,000 5,000 10,000 100.00 Kitchen 15,227 13,398 89.3 15,000 17,000 18,000 5.88

Subtotal 115,202 88,371 68.4 129,107 112,846 139,451 23.58

Furniture & Equipment: 599 32,785 75.5 43,396 33,123 49,000 47.93

Total Conference Center 352,538 331,000 76.5 432,488 393,077 454,497 15.63

Net Conference Center (328,721) (308,522) 75.6 (407,988) (374,191) (429,540) 14.79 70 5/29/2013 2013-14 State Bar of Georgia Expense Budget 3rd Draft 2011-12 YTD 4/30/13 % Bud. 2012-13 2012-13 2012-13 % Inc/(Dec) Actual Actual 83.3% Budget Projected Budget over Proj.

BUILDING Revenue CW Rental Income 1,088,048 902,000 83.0 1,087,299 1,087,299 1,157,797 6.48

Operating Expenses: Personnel Mgmt Salary 34,474 28,892 64.2 45,000 35,700 45,000 26.05 Taxes & Benefits 8,635 7,240 64.4 11,250 8,700 11,250 29.31 Travel 285 77 5.1 1,500 200 1,500 650.00 Supplies 185 1,945 32.4 6,000 500 6,000 1,100.00 Telephone Expense 8,856 7,452 69.4 10,740 8,900 10,740 20.67 Management Fees 48,029 40,553 82.0 49,469 49,469 50,954 3.00 Tenant Services 265 0 0.0 1,000 400 3,000 650.00 Bank Fees 344 533 0.0 0 350 0 (100.00) R&M Salaries 180,360 144,902 82.5 175,695 180,000 175,696 (2.39) R&M Taxes & Benefits 68,195 50,357 69.0 72,940 70,000 72,936 4.19 R&M HVAC 55,930 57,508 68.1 84,476 52,000 84,476 62.45 R&M Plumbing 8,339 4,556 39.8 11,450 7,000 11,550 65.00 R&M Fire/Life Prevention 5,245 14,803 246.7 6,000 7,000 3,650 (47.86) R&M Glass Replacement 0 0 0.0 1,500 0 1,500 100.00 R&M Rubbish Removal 9,139 9,133 90.5 10,090 10,300 10,090 (2.04) R&M Electrical/Lamps 14,975 8,048 27.8 29,000 12,000 29,000 141.67 R&M Water Treatment 9,852 8,210 57.7 14,240 10,000 14,240 42.40 R&M Life Safety Contract 10,013 7,681 78.8 9,748 9,748 9,368 (3.90) R&M Tools/Radios 3,008 1,711 57.0 3,000 3,000 3,000 0.00 R&M Elevators 25,920 23,775 84.7 28,065 25,000 28,065 12.26 R&M Pest Control 2,400 2,000 50.0 4,000 2,400 4,000 66.67 R&M Other 57,977 12,911 53.7 24,050 20,000 24,050 20.25 R&M Lobby 0 0 0.0 1,000 0 1,000 100.00 R&M Painting 4,428 2,690 26.9 10,000 5,000 10,000 100.00 Electric 387,570 317,440 63.5 500,000 480,000 500,000 4.17 Water 71,548 50,972 62.2 82,000 80,000 82,000 2.50 Gas 24,739 24,500 70.0 35,000 25,000 35,000 40.00 Security Contract 246,641 198,782 79.5 250,000 248,000 255,000 2.82 Cleaning 157,244 132,183 80.1 165,000 163,000 165,000 1.23 Grounds- Supplies & Maintenance 14,388 7,008 58.4 12,000 12,000 15,000 25.00 Insurance 34,306 33,051 100.0 34,000 40,000 50,000 25.00

Total Building 1,493,290 1,198,913 71.0 1,688,213 1,565,667 1,713,065 9.41

Net Building (405,242) (296,913) 49.4 (600,914) (478,368) (555,268) 16.08 71 5/29/2013 2013-14 State Bar of Georgia Expense Budget 3rd Draft 2011-12 YTD 4/30/13 % Bud. 2012-13 2012-13 2013-14 % Inc/(Dec) Actual Actual 83.3% Budget Projected Budget over Proj.

PARKING Revenues Monthly Parking 101,650 77,725 75.6 102,820 101,000 101,923 0.91 Daily Parking 22,918 22,066 84.1 26,226 25,000 25,859 3.44 Special Events Parking 124,679 94,762 86.1 110,000 90,000 95,375 5.97 Returned Check Fees 0 0 0.0 0 0 0 0.00 Total Revenues 249,247 194,553 81.4 239,046 216,000 223,157 3.31

Operating Expenses: Salaries 96,424 78,100 93.4 83,646 89,000 82,849 (6.91) Taxes and Benefits 27,221 24,154 93.4 25,850 27,000 27,331 1.23 Signs 0 1,162 387.3 300 0 300 100.00 Uniforms 314 0 0.0 375 325 240 (26.15) Repairs & Maint. 25,758 16,045 76.8 20,900 31,000 25,394 (18.08) Cleaning 0 0 0.0 6,100 1,600 6,400 300.00 Tickets 0 1,301 59.1 2,200 1,800 2,000 11.11 Cell Phone/Beeper 360 296 61.7 480 360 480 33.33 Office Expense 0 120 17.0 706 0 418 100.00 Invoicing Expense 3,060 2,850 93.1 3,060 3,420 3,060 (10.53) Bank Charges 1,386 1,188 70.0 1,698 1,400 1,346 (3.86) Refunds 206 583 0.0 0 200 0 (100.00) Returned Checks 0 0 0.0 360 0 360 100.00 Garage Insurance 1,080 900 83.3 1,080 1,000 1,080 8.00 Business License 797 1,367 195.3 700 697 900 29.12 Management Fee 4,200 3,500 83.3 4,200 4,200 4,200 0.00 Security 64,328 50,574 94.9 53,295 56,000 53,254 (4.90) Special Event Contract Employees 0 0 0.0 22,180 0 14,762 100.00 Payroll Processing 1,322 906 130.4 695 1,000 644 (35.58) Equipment & Supplies 252 294 36.8 800 250 800 220.00 Fire Safety 2,145 336 24.0 1,400 1,111 1,400 26.01 Incentive Mgt Fees 2,834 2,143 53.6 4,000 2,000 2,954 47.68 Miscellaneous 0 0 0.0 0 0 0 0.00

Total Parking 231,687 185,819 79.4 234,025 222,363 230,172 3.51 72 Net Income-Parking 17,560 8,734 174.0 5,021 (6,363) (7,015) 10.24 State Bar of Georgia 2013-2014 Budget Assumptions

1. Dues at $244: 925 additional members-- 700 active, 225 inactive. Reduction of student dues to zero per Supreme Court rule. 2. Average investment and money market yield– 0.45%. 3. Investment portfolio and money market interest allocation to sections, restricted funds, CCLC, and Bar Center of approximately 40%. 4. Non-interest-bearing deposit requirements at SunTrust of $4.0MM due to low imputed interest rates and high utilization of lockbox services. 5. Inflationary adjustments to applicable line items 1.6% based on November over November CPI. 6. Vendor quotes obtained for Bar Journal, Bar Directory, Fastcase, YLD Newsletter, Election, Dues Notice, Membership System Support, Lawyer Assistance Program. 7. Salary increases recommended by Personnel Committee – 3.1% (1.6% cost of living, 1.5% merit increase). 8. $568,184 imputed rent transfer to the Bar Center Fund (See page 15 of operating expense budget.) 9. Includes the effects of items recommended by Programs Committee and Personnel Committee to Finance Committee. (see next page) 10. Includes projected officer reimbursement for projected officer slate, including out-of-Atlanta allowances.

73 State Bar of Georgia Items Included in Budget to be Considered For Meeting Date of June 22, 2013

Item Budget Impact Dues Impact Contact/Committee

Program Committee Recommendations (Ratified by Finance Committee)

1. YLD Committee Line Item $ 14,000 $0.34 Programs Committee 2. Access to Justice Pro Bono Awards Reception $ 3,500 $0.09 Programs Committee 3. Expansion of Lawyer Assistance Program Visits Available to Members $ 15,340 $ 0.38 Programs Committee LAP Committee

Personnel Committee Recommendations (Ratified by Finance Committee)

1. Staff CPI/Merit Raise $ 153,649 $2.36 Personnel Committee 2. Admin Asst Position in Fee Arbitration $ 67,028 $1.68 Personnel Committee 3. Salary Adjustment $ 17,210 $0.42 Personnel Committee 4. Pension Contribution-Impact of Raise $ 4,956 $0.12 Personnel Committee 5. Expansion of Part Time Hours YLD Admin Asst $ 3,640 $0.09 Personnel Committee

Executive Committee Recommendations

1. Bar Liability Insurance Adjustments $ 9,478 $0.23 Executive Committee 2. Bar Secretary Allowance $ 2,000 $0.05 Executive Committee 3. Bar Treasurer Allowance $ 2,000 $0.05 Executive Committee

74 State Bar of Georgia Dues and Revenue History 5/30/2013

History of Dues Indexing and Program Accountability *

Dues Indexing Program Accountability

Year Total Revenue $ Increase % Increase Dues Rate % $ (New Programs) 1992-93 $3,334,777 $115,329 3.6% $135

1993-94 $3,571,459 $236,682 7.1% $135

1994-95 $3,889,932 $318,473 8.9% $135

1995-96 $4,354,349 $464,417 11.9% $150 1996-97 $4,593,984 $239,635 5.5% $150

1997-98 $4,891,840 $297,856 6.5% $150 Total Annual

1998-99 $5,007,430 $115,590 2.4% $150 Expenditures Surplus (Deficit) Reserves***

1999-00 $5,191,463 $184,033 3.7% $150 $ 5,198,542 $ (7,079) $ 1,988,418

2000-01 $6,083,180 $891,717 17.2% $175 $ 5,279,323 $ 803,857 $ 2,622,839

2001-02 $6,071,530 ($11,650) -0.2% $175 $ 5,567,740 $ 503,790 $ 3,146,925

2002-03 $6,172,176 $100,646 1.7% $175 $ 5,837,776 $ 334,400 $ 2,923,365

2003-04 $6,757,482 $585,306 9.5% $190 4.5% $8 UPL - $7 $ 6,193,333 $ 564,149 $ 2,658,562

2004-05 $7,958,621 $1,201,139 17.8% $208 4.5% $9 Casemaker - $9 $ 6,710,316 $ 1,248,305 $ 3,831,511

2005-06 $8,429,316 $470,695 5.9% $218 0.0% $0 Mentor - $10 $ 7,441,085 $ 988,231 $ 4,824,815

2006-07 $9,202,291 $772,975 9.2% $230 0.0% $0 Cornerstones of Freedom - $12 $ 7,910,506 $ 1,291,785 $ 6,098,422

2007-08 $9,630,335 $428,044 4.7% $230 0.0% $0 None $ 8,299,389 $ 1,330,946 $ 7,243,357

2008-09** $9,217,164 ($413,171) -4.3% $236 0.0% $0 Savannah Office - $6 $ 10,496,996 $ (1,279,832) $ 7,206,369

2009-10 $9,906,285 $689,121 7.5% $236 0.0% $0 None $ 9,623,930 $ 282,355 $ 7,359,314 2010-11 $9,865,704 ($40,581) -0.4% $236 0.0% $0 None $ 9,916,253 $ (50,549) $ 7,087,834 2011-12 $10,042,547 $176,843 1.8% $238 0.8% $2 None $ 10,402,265 $ (359,718) $ 6,899,271 2012-13 (projected) $10,356,870 $314,323 3.1% $240 0.8% $2 None $ 11,046,594 $ (689,724) $ 6,209,547 MLAP, Review Panel Counsel, Pro 2013-14 (budgeted) # $10,716,136 $359,266 3.5% $246 0.0% $0 Bono - $6 $ 12,116,862 $ (1,400,726) Est $4,808,821

* Dues changed from cycle (large increases every few years) to indexing (small increases more frequently) with mandatory new program approval by Board of Governors on April 5, 2003. **One time dues credit of $20 per active member ($10 inactive) approved by Board of Governors, reducing net active dues to $216 ($108 inactive) for 2008-09 only. ***Unrestricted and board designated reserves. Does not include restricted funds, such as CCLC, Client Security Fund, Legislative Fund, Sections, and Bar Center. # One time dues credit of $2 per active member ($1 inactive) approved by Board of Governors, reducing net active dues to $244 ($122 inactive) for 2013-14 only. 75 State Bar of Georgia Dues and Revenue History 5/30/2013

Dues History: Year End 6-30 Active & Inactive Members History of Dues Cap $75 8 Years 1976-1983 6/30/83 = 15,000 The first cap was set at $150 by Supreme Court

$90 4 Years 1984-1987 6/30/87 = 19,425 Order, dated January 25, 1983. Prior to then,

$110 2 Years 1988-1989 6/30/89 = 20,193 every dues change had to be done by a separate

$135 6 Years 1990-1995 6/30/95 = 26,320 Supreme Court Order. The cap was raised to

$150 5 years 1996-2000 6/30/00 = 30,694 $250 by Supreme Court Order, dated

$175 3 years 2001-2003 6/30/03 = 33,706 September 14, 1995. The cap was raised again

$190 1 year 2004 6/30/04 = 34,717 to $350 by Supreme Court Order, dated

$208 1 year 2005 6/30/05 = 35,704 January 7, 2009.

$218 1 year 2006 6/30/06 = 36,694

$230 2 years 2008 6/30/08 = 38,852

$236** 3 years 2009-2011 6/30/11 = 42,334

$238 1 year 2011-2012 6/30/12 = 42,957

$240 1 year 2012-2013 Projected 6/30/13 = 44,071

$246*** -- 2013-2014 Budgeted 6/30/14 = 44,900

**One time dues credit of $20 per active member ($10 inactive) approved by Board of Governors, reducing net active dues to $216 ($108 inactive) for 2008-09 only. ***One time dues credit of $2 per active member ($1 inactive) approved by Board of Governors, reducing net active dues to $244 ($122 inactive) for 2013-14 only. 76

Changes are indicated as follows: Deletions are struck through and additions are in bold italic.

Rule 4-228 Receiverships

(a) Definitions

(1) Absent Attorney – a member of the State Bar of Georgia (or a foreign or domestic lawyer authorized to practice law in Georgia) who shall have disappeared, died, become disbarred, disciplined or incarcerated, or become so impaired as to be unable to properly represent his or her clients or as to pose a substantial threat of harm to his or her clients or the public as to justify appointment of a Receiver hereunder by the Supreme Court of Georgia.

(b) Appointment of Receiver

(1) Upon a final determination by the Supreme Court of Georgia, on a petition filed by the State Bar of Georgia, that an attorney has become an Absent Attorney, and that no partner, associate or other appropriate representative is available to notify his or her clients of this fact, the Supreme Court may order that a member or members of the State Bar of Georgia be appointed as Receiver to take charge of the Absent Attorney's files and records. Such Receiver shall review the files, notify the Absent Attorney's clients and take such steps as seem indicated to protect the interests of the clients and the public. A motion for reconsideration may be taken from the issuance or denial of such protective order by the respondent, his or her partners, associates or legal representatives or by the State Bar of Georgia.

(2) If the Receiver should encounter, or anticipate, situations or issues not covered by the Order of appointment, including but not limited to, those concerning proper procedure and scope of authority, the Receiver may petition the Supreme Court or its designee for such further order or orders as may be necessary or appropriate to address the situation or issue so encountered or anticipated.

(3) The Receiver shall be entitled to release to each client the papers, money or other property to which the client is entitled. Before releasing the property, the Receiver may require a receipt from the client for the property.

77 (c) Applicability of Attorney-Client Rules

(1) Confidentiality - The Receiver shall not be permitted to disclose any information contained in the files and records in his or her care without the consent of the client to whom such file or record relates, except as clearly necessary to carry out the order of the Supreme Court or, upon application, by order of the Supreme Court.

(2) Attorney/Client Relationship; Privilege - The Receiver relationship standing alone does not create an attorney/client relationship between the Receiver and the clients of the Absent Attorney. However, the attorney-client privilege shall apply to communications by or between the Receiver and the clients of the Absent Attorney to the same extent as it would have applied to communications by or to the Absent Attorney.

(d) Trust Account

(1) If after appointment the Receiver should determine that the Absent Attorney maintained one or more trust accounts and that there are no provisions extant which would allow the clients, or other appropriate entities, to receive from the accounts the funds to which they are entitled, the Receiver may petition the Supreme Court or its designee for an order extending the scope of the Receivership to include the management of the said trust account or accounts and request that said order operate as a modification of any agreement of deposit between the Absent Attorney and the bank or financial institution so as to make the Receiver a necessary signatory on any trust account. In the event the scope of the Receivership is extended to include the management of the trust account or accounts the Receiver shall file quarterly with the Supreme Court or its designee a report showing the activity in and status of said accounts.

(2) Service on a bank or financial institution of a copy of the order extending the scope of the Receivership to include management of the trust account or accounts shall operate as a modification of any agreement of deposit among such bank or financial institution, the Absent Attorney and any other party to the account so as to make the Receiver a necessary signatory on any trust account maintained by the Absent Attorney with such bank or financial institution. The Supreme Court or its designee, on application by the Receiver may order that the Receiver shall be sole signatory on any such account to the extent necessary for the purposes of these rules and may direct the disposition and distribution of client and other funds.

78 (3) In determining ownership of funds in the trust accounts, including by subrogation or indemnification, the Receiver should act as a reasonably prudent lawyer maintaining a client trust account. The Receiver may (1) rely on a certification of ownership issued by an auditor employed by the Receiver; or (2) interplead any funds of questionable ownership into the appropriate Superior Court; or (3) proceed under the terms of the Disposition of Unclaimed Property Act (O.G.C.A. §§44-12-190 et seq.) If the Absent Attorney’s trust account does not contain sufficient funds to meet known client balances, the Receiver may disburse funds on a pro rata basis.

(e) Payment of Expenses of Receiver

(1) The Receiver shall be entitled to reimbursement for actual and reasonable costs incurred by the Receiver for expenses, including, but not limited to, (i) the actual and reasonable costs associated with the employment of accountants, auditors and bookkeepers as necessary to determine the source and ownership of funds held in the Absent Attorney’s trust account, and (ii) reasonable costs of secretarial, postage, bond premiums, and moving and storage expenses associated with carrying out the Receiver’s duties. Application for allowance of costs and expenses shall be made by affidavit to the Office of General Counsel of the State Bar of Georgia Supreme Court, or its designee, who may determine the amount of the reimbursement. The application shall be accompanied by an accounting in a form and substance acceptable to the Office of General Counsel of the State Bar of Georgia Supreme Court or its designee. The amount of reimbursement as determined by the Office of General Counsel of the State Bar of Georgia Supreme Court or its designee shall be paid to the Receiver by the State Bar of Georgia. The State Bar of Georgia may seek from a court of competent jurisdiction a judgment against the Absent Attorney or his or her estate in an amount equal to the amount paid by the State Bar of Georgia to the Receiver. The amount of reimbursement as determined by the Office of General Counsel of the State Bar of Georgia Supreme Court or its designee shall be considered as prima facie evidence of the fairness of the amount and the burden of proof shall shift to the Absent Attorney or his or her estate to prove otherwise.

(2) The provision of paragraph 1 above shall apply to all Receivers serving on the effective date of this Rule and thereafter.

(f) Receiver-Client Relationship

(1) With full disclosure and the informed consent, as defined in Bar Rule 1.0 (h), of any client of the Absent Attorney, the Receiver may, but

79 need not, accept employment to complete any legal matter. Any written consent by the client shall include an acknowledgment that the client is not obligated to use the Receiver.

(g) Unclaimed Files

(1) If upon completion of the Receivership there are files belonging to the clients of the Absent Attorney that have not been claimed, the Receiver shall deliver them to the State Bar of Georgia. The State Bar of Georgia shall store the files for six years, after which time the State Bar of Georgia may exercise its discretion in maintaining or destroying the files.

(2) If the Receiver determines that an unclaimed file contains a Last Will and Testament, the Receiver may, but shall not be required to do so, file said Last Will and Testament in the office of the Probate Court in such county as to the Receiver may seem appropriate.

(h) Professional Liability Insurance

(1) Only attorneys who maintain errors and omissions insurance which includes coverage for conduct as a Receiver may be appointed to the position of Receiver.

(i) Requirement of Bond

(1) The Supreme Court or its designee may require the receiver to post bond conditioned upon the faithful performance of his or her duties.

(j) Immunity

(1) Any person serving as a Receiver under these rules shall be may under exigent circumstances, petition the Supreme Court for an order providing immunity immune from suit for any conduct undertaken in good faith in the course of his or her official duties.

(2) The immunity granted in paragraph 1 above shall not apply if the Receiver is employed by a client of the Absent Attorney to continue the representation.

(k) Service

(1) Service under this rule may be perfected under Bar Rule 4-203.1.

80 RULE 7.3 DIRECT CONTACT WITH PROSPECTIVE CLIENTS

(a) A lawyer shall not send, or knowingly permit to be sent, on behalf of the lawyer, the lawyer's firm, lawyer's partner, associate, or any other lawyer affiliated with the lawyer or the lawyer's firm, a written communication to a prospective client for the purpose of obtaining professional employment if:

(1) it has been made known to the lawyer that a person does not desire to receive communications from the lawyer;

(2) the communication involves coercion, duress, fraud, overreaching, harassment, intimidation or undue influence;

(3) the written communication concerns an action for personal injury or wrongful death or otherwise relates to an accident or disaster involving the person to whom the communication is addressed or a relative of that person, unless the accident or disaster occurred more than 30 days prior to the mailing of sending the communication; or

(4) the lawyer knows or reasonably should know that the physical, emotional or mental state of the person is such that the person could not exercise reasonable judgment in employing a lawyer.; or

(5) the written communication concerns a domestic relations matter, is addressed to the defendant in such matter, and is sent before the lawyer has confirmed that the defendant has been served with process unless more than 30 days have expired since the day the suit was filed. Service shall be confirmed by consulting the docket of the court to determine whether service has been perfected.

(b) Written communications to a prospective client, other than a close friend, relative, former client or one whom the lawyer reasonably believes is a former client, for the purpose of obtaining professional employment shall be plainly marked "Advertisement" on the face of the envelope and on the top of each page of the written communication in type size no smaller than the largest type size used in the body of the letter.

(c) A lawyer shall not compensate or give anything of value to a person or organization to recommend or secure the lawyer's employment by a client, or as a reward for having made a recommendation resulting in the lawyer's employment by a client; except that the lawyer may pay for public communications permitted by Rule 7.1 and except as follows:

(1) A lawyer may pay the usual and reasonable fees or dues charged by a bona fide lawyer referral service operated by an organization authorized by law and qualified to do business in this state; provided, however, such organization has filed with the State Disciplinary

81 Board, at least annually, a report showing its terms, its subscription charges, agreements with counsel, the number of lawyers participating, and the names and addresses of lawyers participating in the service;

(2) A lawyer may pay the usual and reasonable fees or dues charged by a bar-operated non-profit lawyer referral service, including a fee which is calculated as a percentage of the legal fees earned by the lawyer to whom the service has referred a matter, provided such bar-operated non-profit lawyer referral service meets the following criteria:

(i) the lawyer referral service shall be operated in the public interest for the purpose of referring prospective clients to lawyers, pro bono and public service legal programs, and government, consumer or other agencies who can provide the assistance the clients need. Such organization shall file annually with the State Disciplinary Board a report showing its rules and regulations, its subscription charges, agreements with counsel, the number of lawyers participating and the names and addresses of the lawyers participating in the service;

(ii) the sponsoring bar association for the lawyer referral service must be open to all lawyers licensed and eligible to practice in this state who maintain an office within the geographical area served, and who meet reasonable objectively determinable experience requirements established by the bar association;

(iii) The combined fees charged by a lawyer and the lawyer referral service to a client referred by such service shall not exceed the total charges which the client would have paid had no service been involved; and,

(iv) A lawyer who is a member of the qualified lawyer referral service must maintain in force a policy of errors and omissions insurance in an amount no less than $100,000 per occurrence and $300,000 in the aggregate.

(3) A lawyer may pay the usual and reasonable fees to a qualified legal services plan or insurer providing legal services insurance as authorized by law to promote the use of the lawyer's services, the lawyer's partner or associates services so long as the communications of the organization are not false, fraudulent, deceptive or misleading;

(4) A lawyer may pay the usual and reasonable fees charged by a lay public relations or marketing organization provided the activities of

82 such organization on behalf of the lawyer are otherwise in accordance with these Rules;

(5) A lawyer may pay for a law practice in accordance with Rule 1.17: Sale of Law Practice.

(d) A lawyer shall not solicit professional employment as a private practitioner for the lawyer, a partner or associate through direct personal contact or through live telephone contact, with a non-lawyer who has not sought advice regarding employment of a lawyer.

(e) A lawyer shall not accept employment when the lawyer knows or it is obvious that the person who seeks to employ the lawyer does so as a result of conduct by any person or organization prohibited under Rules 7.3(c)(1), 7.3(c)(2) or 7.3(d): Direct Contact with Prospective Clients.

The maximum penalty for a violation of this Rule is disbarment.

Comment

Direct Personal Contact

[1] There is a potential for abuse inherent in solicitation through direct personal contact by a lawyer of prospective clients known to need legal services. It subjects the lay person to the private importuning of a trained advocate, in a direct interpersonal encounter. A prospective client often feels overwhelmed by the situation giving rise to the need for legal services, and may have an impaired capacity for reason, judgment and protective self-interest. Furthermore, the lawyer seeking the retainer is faced with a conflict stemming from the lawyer's own interest, which may color the advice and representation offered the vulnerable prospect.

[2] The situation is therefore fraught with the possibility of undue influence, intimidation, and overreaching. The potential for abuse inherent in solicitation of prospective clients through personal contact justifies its prohibition, particularly since the direct written contact permitted under paragraph (b) of this Rule offers an alternative means of communicating necessary information to those who may be in need of legal services. Also included in the prohibited types of personal contact are direct personal contact through an intermediary and live contact by telephone.

Direct Mail Written Solicitation

[3] Subject to the requirements of Rule 7.1: Communications Concerning a Lawyer's Services and paragraphs (b) and (c) of this Rule 7.3: Direct Contact with Prospective Clients, promotional communication by a lawyer through direct

83 written contact is generally permissible. The public's need to receive information concerning their legal rights and the availability of legal services has been consistently recognized as a basis for permitting direct written communication since this type of communication may often be the best and most effective means of informing. So long as this stream of information flows cleanly, it will be permitted to flow freely.

[4] Certain narrowly-drawn restrictions on this type of communication are justified by a substantial state interests such as an interest in facilitating the public's intelligent selection of counsel or preventing domestic violence, including the restrictions of sub-paragraphs (a)(3), & (4) & (5), which proscribe direct mailings limit sending written communications to persons such as an injured and hospitalized accident victim or the bereaved family of a deceased.

[5] In order to make it clear that the communication is commercial in nature, paragraph (b) requires inclusion of an appropriate affirmative "advertisement" disclaimer. Again, the traditional exception for contact with close friends, relatives and former clients is recognized and permits elimination of the disclaimer in direct written contact with these persons.

[6] This Rule does not prohibit communications authorized by law, such as notice to members of a class in class action litigation.

Paying Others to Recommend a Lawyer

[7] A lawyer is allowed to pay for communications permitted by these Rules, but otherwise is not permitted to pay another person for channeling professional work. This restriction does not prevent an organization or person other than the lawyer from advertising or recommending the lawyer's services. Thus, a legal aid agency, a prepaid legal services plan or prepaid legal insurance organization may pay to advertise legal services provided under its auspices. Likewise, a lawyer may participate in lawyer referral programs and pay the usual fees charged by such programs, provided the programs are in compliance with the registration requirements of sub-paragraph (c)(1) or (c)(2) of this Rule 7.3: Direct Contact with Prospective Clients and the communications and practices of the organization are not deceptive or misleading.

[8] A lawyer may pay the usual charges of a legal service plan or a lawyer referral service, provided the referral service is in compliance with the registration requirements of subparagraph (c)(1) or (c)(2) of this Rule 7.3. A legal service plan is a prepaid or group legal service plan or similar delivery system, set up in compliance with subparagraph (c)(3) of this Rule 7.3, that assists prospective clients to secure legal representation. A lawyer referral service, on the other hand, is any organization that holds itself out to the public as a lawyer referral service. Such referral services are understood by laypersons to be consumer-oriented organizations that provide unbiased referrals to lawyers with appropriate

84 experience in the subject matter of the representation. The use by a referral service of a selection process which selects lawyers as the result of a competitive process benefitting the referral service is inconsistent with the representation that the referral service is unbiased. An example of a competitive process would be one in which lawyers bid for referrals and the referral is made by the referral service based upon the outcome of the bidding process. The use of such a competitive process is inherently misleading and lawyers must avoid accepting referrals from a referral service using such a process.

[9] A lawyer who accepts assignments or referrals from a legal service plan or referrals from a lawyer referral service must act reasonably to assure that the activities of the plan or service are compatible with the lawyer's professional obligations. See Rule 5.3. Legal service plans and lawyer referral services may communicate with prospective clients, but such communication must be in conformity with these Rules. Thus, advertising must not be false or misleading, as would be the case if the communications of a group advertising program or a group legal services plan would mislead prospective clients to think that it was a lawyer referral service sponsored by a state agency or bar association. Nor could the lawyer allow in-person, telephonic, or real-time contacts by a lawyer referral service that would violate Rule 7.3.

[8 10] A lawyer may not indirectly engage in promotional activities through a lay public relations or marketing firm if such activities would be prohibited by these Rules if engaged in directly by the lawyer.

85 Next Generations Courts Commission Executive Summary

The Next Generation Courts Commission (NGCC) is a partnership between the State Bar of Georgia and the Judicial Branch. It is tasked to consider what the court system might look like in 20 years and develop a strategy for how to get from here to there, including but not limited to, court structure, technology, funding, caseload management, and judicial selection.

The Commission and its committees met several times throughout 2012 and early 2013 via meetings, conference calls, and online collaboration. As part of its work, the Commission developed a survey to solicit input about how to improve the courts. Through its committee representation and the statewide survey, the Commission heard from a wide variety of respondents in an effort to capture the breadth of issues facing the courts currently. The Commission also learned about trends likely to affect the courts over the next ten to fifteen years. The Commission then used all of the information gathered to prioritize its work and to make recommendations to the State Bar and the Supreme Court.

The Commission was divided into committees to review and make recommendations to the full Commission.

Education & Outreach (Chair, Benjamin Studdard - Chief Judge, Henry County State Court) Program Improvements (Chair, Charles Auslander - Judge, Athens-Clarke County State Court) Technology (Chair, David Emerson - Judge, Douglas Judicial Circuit) Business Process Improvements (Chair, Marla Moore - Director, Admin. Office of the Courts) Funding (Chair, John Ellington - Judge, Court of Appeals)

Below is an executive summary of the recommendations from the various committees. The full report discusses these recommendations in more depth and places them in context of issues facing the courts both in Georgia and nationally.

The recommendations are broad in nature. The next steps of the Commission are to develop proposed action items and tasks based on these recommendations followed by a strategy to achieve consensus between the State Bar and the Judiciary on a joint plan to implement and/or respond to the recommendations.

Education & Outreach

Education Recommendations

• Commit to primarily State-funded ICJE while making judicial education more cost- effective • Improve and enhance training programs including both remote training and in-person training, use of national-level speakers and materials, cross-training between classes of courts, use of technology in the courts and interdisciplinary training on non-routine issues and the sciences - accounting, psychology, etc. • Ensure that judicial Benchbooks are more widely available and relevant

86 • Develop a robust multi-day new judge orientation for each class of courts • Provide advance training for career judges with more than 10 years on the bench • Promote an ethics component in all trainings Include cultural awareness - gender, sexual orientation, multilingual, etc • Support training for Clerks, Court Administrators and court support personnel

Outreach Recommendations

• Promote transparency and timely public access to court procedures, schedules, records and proceedings • Encourage public understanding and support of the judicial system by training judges how to educate the public about the role of the courts and importance of an independent judiciary and encouraging ICJE to instruct judges on how to do so consistent with codes of judicial conduct • Adopt strong public service-oriented policies such as news releases, informational portals to greater access court information • Support local and statewide civics education efforts by the State Bar, local bar associations and other civic groups, including by encouraging judges to participate • Support appropriate efforts to make court procedures more intelligible and navigable by pro se litigants

Program Improvements

• Endeavor to create a pro se center within each circuit so that resources for low income and pro se litigants are more in-line with the majority of states • Deploy plain-language, standardized, statewide forms, including easy-to-use, interactive online versions of those forms to help ensure that needed information is provided to the court • Expand or modify county and circuit law libraries to include user friendly online materials and/or books which contain updated information that the general public finds useful • Expand Alternative Dispute Resolution (ADR) programs to include reduced-cost mediation services for low income and pro se litigants • Promote the establishment of mediation clinical programs at all law schools to bring students into the courtrooms to mediate real cases at no charge to the parties • Increase the involvement of lawyers in Juvenile Court proceedings including Guardian Ad Litems (GALs), mentors, child advocacy, etc • Support the establishment of accountability courts or alternatives for substance abuse and mental health treatment throughout the state

87 Technology

• Support the establishment of a statewide e-filing portal for electronic filing of civil case documents across all levels of courts • Promote electronic access to civil and criminal court records across all levels of courts • Encourage the adoption of legislative and rule changes to ensure the protection of personally identifiable information found in court records • Support the adoption of a web-based central registry of attorney conflicts and leaves of absence

Business Process Improvements

• Promote a uniform approach for the Clerk of Court to maintain all trial evidence, to mark and note all evidence during a trial and retain such evidence in compliance with appropriate retention schedules • Support the ability of Clerks of Court to charge administrative fees for copies as provided within their statute • Encourage the Judicial Council and the Board of Court Reporting to collaborate with Clerks of Superior Court and other courts of record when developing the rules and regulations to effect implementation • Encourage the adoption of appropriate technologies for court reporting and court interpreting to enhance business processes • Promote increased availability of interpretation services including remote interpretation, translation of court forms, etc.

Funding

• Support an increase in state-based funding necessary to provide statewide court improvement programs in the future • Encourage legislative changes that allow for the currently established self-funded programs and user fees to actually be used for their intended purposes rather than simply going over into the general revenue funds of both State and local government

88

Report to the Board of Governors of the State Bar of Georgia

June 22, 2013 Hilton Head Island, SC

Committees, Programs and Projects

Advocates for Students with Disabilities Co-Chairs: Emma Hetherington & Laurice Rutledge This year the Advocates for Students with Disabilities (ASD) Committee hosted a monthly Speaker Series where attorneys and advocates working directly with students and schools discussed a variety of issues faced by students with disabilities. The Speaker Series included topics such as advocating for students in the juvenile justice system, perspectives from School Board attorneys, and issues faced by homeless students with disabilities.

The ASD Committee also worked on continuing and growing its major accomplishment from the 2011 – 2012 year, the creation of the Education Advocacy for Children with Special Needs Program (Program). The Program is a joint effort between the ASD Committee, the Georgia State University College of Law and the Health Law Partnership (HeLP), which trains individuals to take special education pro bono cases. This year, 35 individuals attended the training. To date, 13 cases have been referred to Program attorneys, and over half have already been resolved with favorable outcomes.

Appellate Admissions Co-Chairs: Kristen Cawley & Jacob Massee The Appellate Admissions Committee held its Spring Mass Swearing-In Ceremony on May 9 at the Freight Depot in Atlanta. This Ceremony includes admission to the Supreme Court of Georgia, Court of Appeals of Georgia and the U.S. District Court for the Northern District of Georgia. Judges Carla McMillian and William Duffey Jr. delivered remarks to the more than 180 applicants and their guests.

Aspiring Youth Program Co-Chairs: Tamika Sykes & Lindy Zimmerman The Aspiring Youth Committee completed their annual "Great Debaters" program in April. This year the group partnered with a local community outreach center located in the Roosevelt Park Community in College Park. Each week, the group met with students between ages 6 and 13 and encouraged them to use analytic skills, voice their opinions, and get excited about debate through fun interactive games.

Business Law Co-Chairs: Jessica Sabbath & Sarah Statz The Business Law Committee held its final event of the year on April 9 at King & Spalding. Judge Philip F. Etheridge provided an entertaining one-hour CLE program examining key considerations for effective

89 settlement conferences and mediations. A cocktail reception, sponsored by King & Spalding, followed the CLE presentation.

Criminal Law Co-Chairs: Kathryn Boortz & Nedal Shawkat The Criminal Law Committee hosted a very successful networking event for young prosecutors at the 2013 Prosecuting Attorneys' Council's Solicitor-General Conference in Savannah. The event was the first of its kind and was a great success. The committee held its first Firearms CLE on June 6 at Sharp Shooters in Roswell. The CLE consisted of a 1-hour course on Georgia Firearms Laws, a 1-hour course on firearm function and handling, an Interactive Training Simulator (for inexperienced shooters), and a live fire session on the firing range. In July, the Committee will again be hosting a networking event at the Prosecuting Attorneys’ Council’s Summer Conference on Jekyll Island. This will be the 4th year in a row that the Committee has held this event.

Ethics and Professionalism Co-Chairs: Genie Iredale and Steven Moulds The Ethics & Professionalism Committee recently selected a recipient for the Ninth Annual Young Lawyer Ethics and Professionalism Award. Kimberlee Hillard of the Bibb County District Attorney's Office in Macon will be honored on June 21 at the YLD Dinner in conjunction with the State Bar’s Annual Meeting. Kimberlee embodies the Lawyer’s Creed adopted by the Chief Justice’s Commission on Professionalism. Such criteria included fairness, integrity, diligence, good judgment, and professionalism. In 2012, the Ethics & Professionalism Committee nominated Ty Smith for the ABA’s Rosner & Rosner Young Lawyer Professionalism Award. Ty was selected to become the 2013 recipient of this award and will be honored at the ABA’s Annual Meeting in San Francisco on August 9.

Family Law Co-Chairs: Sean Ditzel and Ashley Sawyer The Family Law Committee hosted an annual cocktail reception at the Family Law Institute in Destin, Florida on May 24. A CLE Roundtable with several judges from throughout the state is currently being planned. The committee hopes to have the event before the end of the summer and is coordinating with various judges and venues currently.

High School Mock Trial Chairs: Deshala Dixon, Kevin Epps and Lee Ann Feeley The Georgia High School Mock Trial program just completed its 25th Anniversary season. The season started with 52 students attending Law Academy in October in Athens, spending a long weekend with attorneys and judges learning more of the fine details of courtroom procedure and preparing for the upcoming season. Just under 120 teams competed in 16 Regions across the State in February, with 18 teams advancing to the State Finals in Lawrenceville in March. The program had a first time State Champion in the Middle Georgia Christian Homeschool Association from Macon, who advanced to the National High School Mock Trial Tournament held in Indianapolis in May. The team traveled with a large group of parents and students and competed in four rounds throughout the weekend, ending with a 35th placement in the field. The overall placement belies the work, preparation and job the students did in the courtroom over the weekend.

Intellectual Property Co-Chairs: Laura Ashby & Rachel Young On May 29, the YLD IP Committee hosted a CLE on the Digital Millennium Copyright Act and implications of the new six strikes anti-piracy program, with a panel of speakers including Andrew Pequignot of Kilpatrick Townsend and Rob Hassett of Casey Gilso. The Committee had a large turn out from young and experienced attorneys alike, as this is a recent topic that has not been explored in-depth.

90

Intrastate Moot Court Competition Co-Chairs: Kathleen Sullivan Dod & Emelia Walker The YLD Intrastate Moot Court Committee is happy to announce that its 2013 Moot Court Competition was a great success. This year’s competition took place on April 5-6 at Mercer University School of Law. The University of Georgia School of Law won titles for Best Team, Best Brief and Best Oralist. The committee would like to offer a special thank you to the multitude of practicing attorneys who helped to make this year’s competition a success.

Judicial Law Clerk Co-Chairs: Margaret Head & Elise Myers The Judicial Law Clerk Committee continues to serve the public and the profession by hosting networking events that encourage members to give back to the community. The Committee organized, and Lister & Holt, LLC sponsored, a food drive for the Atlanta Community Food Bank. The Committee together with Lister & Holt collected over 135 pounds of food in addition to monetary donations. The event was held at Yard House and provided young lawyers an opportunity to network and help individuals in need.

Earlier this year the Committee hosted a coat drive and provided dozens of items of clothing to the Atlanta Center for Self Sufficiency. The coat drive was sponsored by Gordon Biersch in Buckhead and Huff, Powell & Bailey, LLC. The Committee received a certificate of appreciation for their efforts from the organization One Warm Coat.

Additionally this year, the Committee created a message board and helped connect law clerks to serve as resources to each other through a law clerk listserv and networking events. The Committee will be ending the Bar year with a Braves game to celebrate the committee’s successes. The event will be open to Committee members and we are looking forward to a relaxing evening of fun.

Juvenile Law Co-Chairs: Crystal Conway & Stephanie Mason The Juvenile Law Committee is wrapping up its year after several successful meetings featuring Chief Judge Steven Teske of Clayton County Juvenile Court and Sharon Hill, Executive Director of Georgia Appleseed who both lauded the committee for its commitment to the passage of the new juvenile code. House Bill 242 was successfully passed this year, and the JLC in conjunction with Just Georgia hosted a celebration event on May 13. The next annual event, the Celebration of Excellence is in the final planning stages and will be held on June 26.

Labor & Employment Law Co-Chairs: Joseph Sullivan & Rachael Zichella The Labor and Employment Committee had an incredibly productive spring. One of the Committee’s main goals is increasing positive interaction between the Plaintiff’s Bar and Defense Bar to create lasting professional friendships that will improve the L&E Bar as a whole and help us all to better serve our clients. As part of this endeavor, the Committee launched its “Lunch with an Adversary” program, where members of the Plaintiff’s Bar and the Defense Bar meet for lunch. The Committee also developed a LinkedIn group page for members to communicate regarding a number of professional topics, including new legal developments.

The Committee continued its popular series of monthly lunch meetings at which Labor & Employment experts present to members about emerging legal topics and other professional considerations such as practice development and professionalism. In January, Ford & Harrison LLP partner Jeff Mokotoff spoke about the new Georgia Restrictive Covenants Act; in February, Alicia Starkman, a Senior Associate at Alston & Bird LLP spoke about, “Transgender Discrimination and the Eleventh Circuit’s related opinion: Glenn v. Brumby”; in March, Troutman Sanders LLP partner Steve Riddell led the group in an engaging discussion regarding, “What Young Lawyers Can Do to Advance Their Careers and Develop Their 91 Practice”; and in May, Lee Parks, partner at Parks, Chesin & Walbert, P.C., and Amanda Farahany and Ben Barrett, partners at Barrett & Farahany LLP, discussed professionalism and trial skills, as well as a range of topics affecting young practitioners developing a plaintiff’s practice.

Law-Related Education Co-Chairs: Elizabeth Fite & Ana Maria Martinez The LRE Committee completed design and printing of collateral consequences cards titled "Think About It!" cards. The wallet sized cards are designed to provide students with information regarding the legal consequences of their actions. They will be distributed to select 8th grade students throughout the state. The committee continues to upgrade the textbook, "An Introduction to Law in Georgia," to reflect changes in the law.

Leadership Academy Co-Chairs: Ivy Cadle & Adriana Sola Capifali The 2013 YLD Leadership Academy is finishing up its program on June 21 with the sixth and final session. The last session is a graduation ceremony with keynote speaker. Participants who successfully finish the program receive plaques of completion and become alumni. Preceding the sixth session, the participants met in St. Simons on April 6 with the YLD Spring Meeting and heard from ICLE Associate Director Doug Ashworth on professionalism. In May, participants were included in YLD events held in conjunction with the Eleventh Circuit Judicial Conference in Savannah. Such events included a reception with federal judges and a roundtable discussion with federal judges. United States Supreme Court Justice Clarence Thomas was in attendance and addressed the group over breakfast. The Leadership Academy Committee will be soliciting applications in the fall for the 2014 program.

Legal Food Frenzy Co-Chairs: Jessica Nix & Lisa Robinson The Georgia Legal Food Frenzy, a joint effort between the YLD, the office of Georgia Attorney General Sam Olens, and the Georgia Food Bank Association, successfully raised 842,317 pounds of food for local children during the second annual event held April 22, 2013 through May 3, 2013. This year’s total constituted a 38% increase over 2012’s inaugural year. More than 245 firms and 14,000 members of the legal community across the state of Georgia participated in the competition.

Litigation Co-Chairs: John Hadden & Knox Withers The Litigation Committee concludes another exciting year. The committee is pleased to have offered a number of successful events, including the 8th annual Clerks Luncheon at Maggiano’s in Buckhead in December, a lunch meeting with Justice Keith Blackwell of the Georgia Supreme Court in January, several happy hours and inter-committee mixers, the Trial and Error CLE, and our annual War Stories Speaker Series Luncheon. This year’s War Stories Speakers included Ed Tolley, Bobby Lee Cook, and Edward Lindsey.

Minorities in the Profession Co-Chairs: Shalamar Parham & Yenniffer Delgado Minorities in the Profession Committee ended this Bar year with two exciting mentoring programs in the community. On April 20, MIPC hosted its “My Brother's Keeper Mentoring Program” kickoff event at WDM Community Center in College. MIPC moderated a kid's court for the young boys that are ages 9- 11 and members will continue to serve as mentors and role models to the young boys of WDM. In May, MIPC will continue its annual "If You Can See It, You Can Be It" program to provide young students with encouragement and inspiration to young students that wish to become attorneys.

92 National Moot Court Competition Co-Chairs: April Holloway, Andreea Neculea & Jessica Nix The National Moot Court Competition for Region V is scheduled for November 15-16. In the late summer/early fall the committee will be contacting potential Judges for the briefs and the oral arguments.

Public Interest Internship Program Chair: Sarah Cipperly The Public Interest Internship Program received over 150 applications for its summer funding program. The committee had enough funds to provide three applicants with $5000 stipends for a 10-week internship at a public interest organization.

Signature Fundraiser Co-Chairs: Karen Kurtz, Jessica Odom & Sarah White The seventh annual Signature Fundraiser was held on Saturday, March 2, at the Capital City Club in Brookhaven. This event featured Yacht Rock Schooner, dancing, live auction, heavy hors d’oeuvres and open bar. Proceeds benefitted Georgia CASA, Inc. Georgia CASA is a nonprofit organization which establishes and supports affiliate programs across the state that recruit, screen, train, and supervise CASA volunteers. Currently there are 47 CASA programs in Georgia that are affiliates of Georgia CASA and members of the National CASA Association. Georgia CASA reaches 140 of 159 counties and serves 47 of the 49 judicial circuits in the State of Georgia. Over 200 members of the Bar and their guests attended the masquerade and more than $46,000 was donated to GA CASA, Inc.

William Daniel National Invitation Mock Trial Chair: Matt Jones The William Daniel Mock Trial Competition invitations went out May 1. In just a few days after sending the invitation, an overwhelming response was received from schools that wanted to apply. Eighteen schools will be accepted, including all the in-state law schools. The schools were notified of their application status on June 3. The competition will be held at the Fulton County courthouse on November 22-24. This year's problem is adapted from a real armed robbery and shooting that was tried by the problem's and competition's creator, Tom Jones. Our biggest need is to get members of the Bar to volunteer their time to act as jurors.

Women in the Profession Co-Chairs: Kelly Campanella & Jennifer Nichols On April 10th, the YLD Women in the Profession Committee hosted a panel of four Atlanta-area federal judges including Judge Beverly Martin on the Eleventh Circuit Court of Appeals; Judge Julie Carnes, Chief Judge of the Northern District of Georgia; Judge Amy Totenberg of the Northern District of Georgia; and Magistrate Judge Linda Walker of the Northern District of Georgia. A group of approximately 40 attendees, which included both male and female attorneys, eagerly listened to the judges describe their experiences on the bench and provided advice on topics ranging from how to write an effective brief to how to manage the dual challenges of busy personal and professional lives. The Committee hosted a reception following the panel, at which time the attendees had an opportunity to meet and speak with the judges on a more informal basis. The panel was enjoyed by all, and the Committee plans to do another similar event next year.

93 ANNUAL REPORT ON THE LEGISLATIVE ACTIVITIES OF THE STATE BAR OF GEORGIA FOR 2013

INTRODUCTION The 2013 Georgia General Assembly adjourned sine die on March 28. This was a productive session for the State Bar of Georgia that demonstrated the effectiveness of the Bar's new lobbying team approach. Most notable was the reform of the Georgia Juvenile Code which was initiated by the Bar's Young Lawyer Division several years ago. The YLD's efforts came to fruition with the passage of HB 242 which Governor Deal signed on May 2. This legislation will lock up fewer juvenile offenders because those committing minor offenses will be sent to community-based social services programs rather than going into the criminal justice system. These programs should reduce recidivism and save the state tens of millions of dollars in incarceration costs.

As always, the success of the State Bar’s legislative agenda was dependent on the support and advocacy of numerous members of the General Assembly. In the House, legislators leading this effort were Speaker (R-Blue Ridge), House Minority Leader Stacey Abrams (D- Atlanta), Majority Whip Ed Lindsey (R-Atlanta), Majority Leader Larry O'Neal, and the three Judiciary Chairs, Wendell Willard (R-Sandy Springs), Rich Golick (R-Smyrna) and Tom Weldon (R-Ringgold). Other Representatives who displayed notable understanding of and leadership in budget and policy issues include Chairman Mike Jacobs (R-Atlanta), Appropriations Chairman (R-Auburn), Appropriations Vice Chairman Jay Powell (R-Camilla), Rep. Alex Atwood (R-Brunswick), Rep. (D-Decatur), and freshman Rep. Regina Quick (R-Athens).

The three Senate Judiciary Chairs played a vital role in promoting the State Bar agenda: Senators Josh McKoon (R-Columbus), Jesse Stone (R-Waynesboro) and Curt Thompson (D-Tucker). Senate leaders who worked closely with the State Bar on legislative and funding issues include Lt. Governor Casey Cagle (R), President Pro Tem David Shafer (R-Duluth), Majority Leader Ronnie Chance (R-Tyrone), Minority Leader Steve Henson (D-Tucker), Chairman Bill Cowsert (R-Athens), Chairman John Crosby (R-Tifton), Appropriations Chairman Jack Hill (R-Reidsville), Chairman Ron Ramsey (D-Decatur), Sen. Jason Carter (D-Decatur) and Sen. William Ligon (R- Brunswick).

We are grateful to these members and the numerous others that supported the legal profession in the 2013 General Assembly.

2013 BOARD OF GOVERNORS AGENDA

The following State Bar agenda bills passed during the 2013 General Assembly:

HB 160 - This proposal by the Real Property Section, sponsored by Rep. Mike Jacobs and Sen. Jesse Stone, would prohibit most transfer fee covenants on property. The bill was reviewed and favorably reported by both the House and Senate Judiciary Committees; it passed the House on

94 Feb. 20 and the Senate on March 28. HB 160 was amended in the Senate to include language prohibiting the assignment of legal malpractice claims in response to the Georgia Supreme Court ruling in Villanueva v. First American Title that malpractice claims are assignable. The House agreed to the Senate amendment and the bill was signed by Governor Deal on May 6. (Rep. Chad Nimmer's HB 359, while not a Bar bill, was also amended in the Senate to include this language prohibiting legal malpractice assignment; it passed the Senate on March 22, was agreed to by the House on March 26, and signed by the Governor on May 6.)

HB 161 - This proposal was brought by the Bench and Bar Committee to update the language used in the Oath for Bailiffs. Sponsored by Rep. Alex Atwood in the House and Sen. William Ligon in the Senate, this bill passed the House on Feb. 22 and the Senate on March 25. It was signed by Governor Deal on May 6.

HB 242 and HB 349 - These two bills are the result of recommendations of Governor Deal's Special Council on Criminal Justice Reform. HB 242, sponsored by Rep. Wendell Willard and Sen. Charlie Bethel, completely rewrites the juvenile code. The juvenile code revision has been worked on and supported by the Bar's Young Lawyer Division for many years. HB 349, sponsored by Rep. Rich Golick and Sen. Charlie Bethel, deals with additional changes in the adult criminal justice system, which had originally been addressed in the 2012 legislature. The Governor signed HB 242 on May 2 and HB 349 on April 25.

SB 185 - This proposal by the Business Law Section updates Uniform Commerce Code (UCC) Article 9, which was last revised in 2001. SB 185 was sponsored by Sen. Jesse Stone and Rep. Mike Jacobs. It passed the Senate on March 5 and the House on March 22; it was signed by the Governor on May 6.

SB 193 - The Family Law Section proposed these changes in the Uniform Interstate Family Support Act (UIFSA) to bring the statute into conformance with the 2008 amendments to the uniform law. Sponsored by Sen. Bill Cowsert and Rep. Regina Quick, SB 193 passed the Senate on March 4 and the House on March 14. The bill received final passage when the Senate agreed to changes made in the House on March 28; the bill was signed by the Governor on May 6.

SB 204 - The Appellate Practice Section proposed this bill to adjust the appellate procedures regarding orders in child custody cases. SB 204 was sponsored by Sen. Bill Cowsert and Rep. Matt Ramsey. It passed the Senate on March 5 and passed the House on March 22; it was signed by the Governor on May 6.

Ga. Appellate Resource Center Funding Request: The Resource Center maintained its $800,000 funding request in the final FY’14 budget that was passed by the House and Senate. The State Bar supports adequate funding for the Resource Center.

Victims of Domestic Violence Funding: While funding for legal services for victims of domestic violence was continued in the FY '14 budget, due to budget cuts the Judicial Council reduced the appropriation amount by about $26,000 (1.5%) to about $1.73M. The Bar supports adequate funding for these legal services.

95 The following State Bar agenda bills were introduced in the 2013 Session and will be worked on during the interim and considered in the 2014 Session:

HB 654 - This proposal requested by the Family Law Section relates to the ability to contest and remove a testamentary guardian of a minor which was designated in a will. This bill, sponsored by Rep. Mary Margaret Oliver, was introduced on March 22 and assigned to the House Judiciary Committee.

HB 685 - The Military and Veterans Law Section requested this bill that would update the Uniform Deployed Parents Custody and Visitation Act that was passed two years ago to make it consistent with the uniform law. The bill, sponsored by Rep. Edward Lindsey, was introduced and assigned to the House Judiciary Committee on March 28.

SB 159 - The Fiduciary Section proposed this bill dealing with the Uniform Statutory Rule against Perpetuities. This bill, sponsored by Sen. William Ligon, would modify the current rule to change the vesting period from 90 years to 360 years, making Georgia more consistent with surrounding states. It was introduced on Feb. 13 and assigned to the Senate Judiciary Committee.

ADDITIONAL LEGISLATION

Following is additional legislation on which the State Bar took a position during the 2013 session. None of these bills passed this session, however they will carry over to next year's session.

SB 141 - This bill by Sen. Brandon Beach, entitled the "Patient Injury Act," would create an alternative to medical malpractice litigation by creating a Patient Compensation System and a Patient Compensation Board. This bill had its first reading in the Senate and was assigned to the Health and Human Services Committee on Feb. 11. While the committee did have a hearing on SB 141, it did not vote on the bill. It remains in this committee and could be acted on during the 2014 session. The State Bar voted to oppose this bill.

SB 202 - This bill, sponsored by Sen. Renee Unterman, deals with settling disputes between nursing homes and residents (or their guardians) through binding arbitration rather than through the courts. On Feb. 25, the bill was read and assigned to the Senate Health and Human Services Committee. The H&HS Committee held a hearing on SB 202 but did not vote on the bill which could be acted on during the 2014 session. The State Bar voted to oppose this bill.

SB 209 - This bill by Sen. John Wilkinson deals with self-help documents, information, forms, etc. The Executive Committee voted to oppose the legislation on the basis that it could be construed to authorize the practice of law by companies publishing the forms. It is currently in the House Agriculture and Consumer Affairs Committee and can be acted on during the 2014 session.

INTERNAL/ADMINISTRATIVE ACTIVITIES Pursuant to State Bar Standing Board Policy 100, the Advisory Committee on Legislation (ACL) continued its leadership of the State Bar’s legislative program. I am grateful for the service of the

96 members of the ACL and Vice Chair Dan Snipes, and especially to State Bar President Robin Frazer Clark for her active leadership during the legislative session and her support of the ACL program. The ACL held two meetings to review and consider legislative proposals from State Bar sections and committees prior to the beginning of 2013 legislative session.

The ACL is grateful to our legislative representatives, Rusty Sewell, Meredith Weaver, Roy Robinson, and Jim Collins for their counsel and advocacy on behalf of the State Bar. Zach Johnson provided weekly legislative updates, arranged "lobby days" at the Capitol to enable Bar members to remain informed and involved in the legislative process, as well as speaking to many local Bar associations during the session. Charlie Tanksley and Wanda Segars read the legislation as it was introduced each day and forwarded many bills to Bar sections and committees for their review. The Bar hosted dinners for the judiciary committees in the House and Senate. These events were well attended by State Bar leadership, our lobbyists and members of the General Assembly, and are an important opportunity for Bar leadership to meet these individuals in an informal setting.

We are appreciative of Executive Director Cliff Brashier for his support and guidance, and Bar Communications Director Sarah Coole for her assistance in producing the weekly legislative videos and updated legislative postings on the Bar's web site.

On the financial side, the ACL is operating within its budget, having received contributions of $685,183 through May 2013.

CONCLUSION

2013 was an important year for the State Bar’s legislative program with the passage of juvenile justice reform as well as securing funding for several programs supported by the Bar. With the continued participation of our members, Section leaders, ACL members, and Board of Governors, I expect the State Bar to have continued legislative success.

This 10th day of June, 2013

______Nick Moraitakis Chair, Advisory Committee on Legislation

97 STATE BAR OF GEORGIA OFFICE OF THE GENERAL COUNSEL Disciplinary Counsel PAULA J. FREDERICK JENNY K. MITTELMAN General Counsel Deputy General Counsel

WILLIAM P. SMITH, III JONATHAN HEWETT Ethics Counsel Sr. Assistant General Counsl

Bar Counsel ROBERT E. McCORMACK ® KELLYN O. McGEE Deputy General Counsel  REBECCA A. HALL JOHN J. SHIPTENKO A. M. CHRISTINA PETRIG Assistant General Counsel Assistant General Counsel CARMEN ROJAS RAFTER Grievance Counsel

Memorandum to: Members, Board of Governors From: Paula Frederick, General Counsel Date: May 30, 2013 Re: Report of the Office of the General Counsel

The Annual Report of the Office of the General Counsel is available on the Bar’s website at www.gabar.org/barrules/ethicsandprofessionalism/index.cfm. The OGC reports the following activity since the last meeting of the Board:

Discipline: During April 2013 the OGC sent 352 Grievance forms to members of the public and received 206 filed Grievances. There were 365 grievances pending in the screening office for informal investigation at the end of March, with an additional 125 under investigation by the Investigative Panel. The Court entered orders in eight disciplinary cases. The end-of-year report appears at page 4 of this memorandum.

Rules Changes:

 By Order of April 15, 2013 the Supreme Court approved Formal Advisory Opinion 10-1 regarding conflicts of interest in public defender offices. The requester of the opinion filed a Motion for Reconsideration which was still pending at the time of this writing.

 The Supreme Court entered an order denying the Bar's Motion to Amend Georgia Rule of Professional Conduct Rule 1.10(d). The proposed revision stated that public defender offices do not have to impute conflicts unless an actual conflict exists. The Court found the amendment unnecessary in light of its approval of Formal Advisory Opinion 10-1.

 At the 2012 Annual Meeting the Board approved revisions to several of the disciplinary rules that deal with lawyer soliciting and advertising, and a new proposed rule dealing with receiverships. The revisions to Rule 7.2 would require additional disclosures in certain advertisements. Revisions to Rule 7.3(a)(5) would prohibit a lawyer from sending a letter soliciting representation before confirming that the recipient has been served with process in the matter. New comments to Rule 7.3 would prohibit a lawyer from bidding for case referrals from a lawyer referral service. The receivership proposal creates a process for volunteer lawyers who agree to serve as receiver to close the practice of a dead, disabled or disbarred attorney; the rule also provides for reimbursement of expenses for receivers in some circumstances. The proposals were published in the Georgia Bar Journal and the Bar received one comment from a member who believes that the proposed revision to Rule 7.3(a)(5) is unconstitutional. The Bar filed its Motion to Amend and Brief in Support in mid-December but will ask the Board to consider revisions to the proposals at the 2013 Annual Meeting.

104 Marietta Street, N.W. • Suite 100 • Atlanta, Georgia 30303 (404) 527-8720 • (800) 334-6865 • (404) 527-8744 facsimile 98 Office of the General Counsel 2 June 2013 Report to the Board of Governors

 At the Midyear meeting in January 2013 the Board approved proposed revisions to three additional rules. Those proposals include creation of a new Rule 6.5, which would relax conflicts requirements for nonprofit and court-annexed legal services programs, as well as revisions to Rules 7.5 and 9.4. The Bar did not receive any comments on the proposed changes and they are currently pending at the Supreme Court.

Formal Advisory Opinion Board: The Board will meet in conjunction with the Annual Meeting. The following opinion is pending:

 FAO 10-R2; propriety of participating in a piecemeal element of a Georgia residential real estate transaction where no Georgia lawyer will supervise the other aspects of the closing process.

Clients' Security Fund: The fund administrators met March 8 and will meet again at the Annual Meeting. The Fund currently pays up to $25,000 to a claimant who suffers a reimbursable loss as a result of dishonest conduct by a lawyer who is disbarred or indefinitely suspended. In any given year the Fund may not pay more than $350,000 in total claims, and it does not pay more than 10% of the Fund to claims related to any one lawyer. Currently the Fund balance averages $2.5 million. I have asked staff to research several issues related to the Fund, including how the reimbursement rate compares to other states and the likely impact of a recent disbarment case involving 20+ clients and significant financial losses.

Lawsuits: At present there is one lawsuit pending against the State Bar of Georgia in Fulton County. The Bar is also involved in a condemnation matter involving DOT’s planned replacement of the Spring Street viaduct at the northwest corner of the Bar building. Counsel can provide more information about any of these matters upon request.

Continuing Legal Education: Staff from the OGC have presented the following CLE programs since the last meeting of the Board:

 Ethics Update, Georgia EMC Counsel  Ethics Update, Georgia Defense Lawyers Association;  BASICS graduation speaker, Metro Correctional Institute;  Ethics for Family Law, Fulton Family Division Basics Boot Camp;  WWPFD?/Ethics for Family Lawyers; Family Law Institute;  CLEO Program, GSU School of Law;  Pre-Law Undergraduate Scholars Program, GSU School of Law;  Avoiding Ethics Complaints ICLE Solo/Small Firm Winter Seminar;  Professional & Ethical Dilemmas in Litigation (OGC provided 4 panelists);  Ethics for Guardians Ad Litem, Truancy Intervention Project;  Ethics in Marketing and Social Media, Dekalb Bar Association;  Ethics for Solos, LPMP Solo/Small Firm Seminar;  Ethics Update, Columbus Bar Association;  Ethics in Social Media, ABA Litigation Section;  Ethics for Government/Public Sector Lawyers; ABA Govt/Public Sector Division;  Lawyers Assistance Program  Bar Leadership Institute, State Bar of Georgia;

99 Office of the General Counsel 3 June 2013 Report to the Board of Governors

 Bridge the Gap/New Lawyers Program, ICLE;  Ethics Update, North Fulton Bar Association;  Ethics for New Lawyers, GABWA Professional Development Academy;  How to Avoid the Top 10 Mistakes New Lawyers Make, Savannah Law School  BYOB (Be Your Own Boss) Network Lunch, GSU School of Law.

Committees: Other Bar Committees staffed by the Office of the General Counsel continue their work:

 The Trust Account Overdraft Notification Program received and investigated 458 notices of overdraft during the 2012-2013 Bar Year. More information about disposition of these notices can be found in the Annual Report of the Office of the General Counsel.

 The Pro Hac Vice Program processed 754 applications by out-of-state lawyers for admission pro hac vice to Georgia courts.

 The Continuity of Practice Committee is working on a Handbook for Receivers and plans to conduct training to educate lawyers about the receivership rules once they are approved.

 The International Transactions in Legal Services (ITILS) Committee will cosponsor a resolution at the American Bar Association annual meeting in August. The resolution creates a protocol for U.S. and foreign jurisdictions to share information about lawyers licensed in the U.S. but practicing abroad, or vice versa.

 The General Counsel's Overview Committee proposed rules changes that created the position of Coordinating Special Master. Bryan Cavan was recently hired in that position and has begun work to further implement the rule.

 The Fair Market Practices Committee continues to explore possible coordination with solicitors offices and law enforcement to investigate lawyers' use of runners.

100 Office of the General Counsel 4 June 2013 Report to the Board of Governors

Year-to-Date Report on Lawyer Regulation May 1, 2012 through April 30, 2013

Grievance forms requested and sent to public ...... 3,277

Grievance forms sent back to Office of General Counsel for screening...... 2,064 Grievances pending as of 4/30/2012 ...... 391 TOTAL ...... 2,455

Grievances referred to State Disciplinary Board members ...... 264 Grievances being screened by Grievance Counsel (GC) ...... 397 Grievances closed by Grievance Counsel ...... 1,761 Grievances moved to moot status by GC after attorney was disbarred ...... 33 TOTAL ...... 2,455

Regulatory Action May 1, 2012 through April 30, 2013

Attorneys Cases

Letters of Admonition Accepted 23 25

Investigative Panel Reprimands Administered 20 22

Review Panel Reprimands 2 2

Public Reprimand 7 10

Suspensions 40 61

Disbarments/Voluntary Surrenders 28 53

TOTALS 120 173

Reinstatements Granted 2

Reinstatements Denied 0

101 THIRTY-THIRD ANNUAL REPORT TO

THE HONORABLE JUSTICES OF THE SUPREME COURT AND THE HONORABLE MEMBERS OF THE BOARD OF GOVERNORS OF THE STATE BAR OF GEORGIA

BY THE COMMITTEE ON THE ARBITRATION OF ATTORNEY FEE DISPUTES

The Committee on the Arbitration of Attorney Fee Disputes is privileged to submit the following report concerning the Fee Arbitration Program’s thirty-third year of operation.

1. Committee Membership.

Mr. David S. Lipscomb, a lawyer in Lawrenceville, was re-appointed for a three year term and served on the Committee as its Chairperson. Ms. Judy C.

King, a lawyer in Lawrenceville was appointed for a three year term. The lawyer members returning to serve on the Committee were Mr. Stanley W. Levitt, a lawyer from Marietta, Mr. Kenneth Gary Menendez, a lawyer with Epstein,

Becker & Green, PC, in Atlanta, Mr. Randy Scott Slater, a lawyer with Slater and

Wilensky, LLC in Atlanta, and Mr. James Charles Thornton, a lawyer with

Thornton and Graham, PC, in LaGrange. Ms. Iris Rice from Smyrna was re- appointed as a public member for a three year term. The public members returning to serve were Ms. Jacquelyn C. Poole, from Marietta, and Mr. Alan Granath, from

Dunwoody.

Ms. Phyllis J. Holmen, Executive Director of Georgia Legal Services

Program Inc., in Atlanta, served as the Executive Committee Liaison. 102

2. Participation.

Interest by the public and the profession continued during the Program’s thirty-third year. Fourteen Hundred and Sixty Eight (1,468) parties requested and were mailed information regarding the Fee Arbitration Program during the year.

Referrals by the Consumer Assistance Program accounted for 70% of the inquiries, while 29% of the inquiries were direct calls to the Fee Arbitration staff from the parties involved in the dispute. Referrals from the Office of General Counsel accounted for 1% of the inquiries. Many more telephone calls were received, and a number of fee disputes were resolved informally by the Fee Arbitration staff without the filing of a Petition. Copies of the Program’s Rules and a Petition form were sent to all persons who requested further information. An informational brochure was also provided to aid them in understanding this service of the State

Bar. In addition, the parties were encouraged to initiate settlement communications prior to returning the Petition form. The staff furnished consultation time in each case to explain the Fee Arbitration process. Under the Rules, the State Bar administers the Program in a neutral, rather than representative, capacity.

Therefore, no advice was rendered on the merits of the matter in issue.

3. Current Activity.

Today 688 cases are in process. Approximately 122 new disputes over attorney fees are reported to the Fee Arbitration Program each month. The

Committee, its staff, and the parties are able to resolve a majority of these without the necessity of the full arbitration process. However, hearings and awards to 103 conclude the disputes are required in about 7 cases per month. Amounts in controversy vary widely from nominal sums to fees as high as $4,000,000, with the average case involving $10,368. Many fields of law are involved, but the areas of criminal law at 39% and family law at 25% produce the most cases.

4. Hearings.

The cases were heard by our Arbitrators who volunteered an entire day to hear as many as five cases for the Fee Arbitration Program. Each arbitrator who served received a lapel pin in appreciation and recognition of their volunteer service to the Bar through the Fee Arbitration Program. Each arbitrator also received a letter of appreciation from the Supreme Court of Georgia.

5. Fee Arbitration Rules.

The Supreme Court of Georgia approved Rules changes submitted to them from the Fee Arbitration Committee. The most significant changes to the Fee

Arbitration Rules:

 Provide for enforcement in accordance with the Georgia Arbitration Code,

O.C.G.A. §§ 9-9-1, et seq when both parties agree to be bound by the

Arbitration Award.

 Allow lawyers the right to participate fully in the arbitration hearing

regardless of whether they have agreed to be bound by the award.

 Specify the conditions under which the Fee Arbitration Committee will

enforce a prior written agreement to submit an attorney fee dispute to

binding arbitration under the State Bar Fee Arbitration Program.

104 6. Appreciation.

The Committee wishes to take this opportunity to thank and express its appreciation to Chief Justice Carol W. Hunstein, as well as all the other members of the Supreme Court, for their overall support and assistance in establishing rosters of volunteer arbitrators throughout Georgia and for their dedication in acknowledging with letters of appreciation those lawyers and public members who serve voluntarily to the Program.

Appreciation also goes to the arbitrators who volunteered, many of whom have served since the inception of the Program thirty three years ago. The success of the Program has resulted to a great extent from the dedicated efforts and sound judgment of these volunteers.

Appreciation is also expressed to Ms. Judith A. O’Brien, Mr. Bryan Ward, and the law firm of Sutherland, in Atlanta, as well as Mr. Harold Daniel and the law firm of Holland & Knight, in Atlanta, for their invaluable volunteer assistance in enforcing the Fee Arbitration Awards which resulted in post decision activity.

The Fee Arbitration Program is an effective system and one of the most utilized of all the public service programs operated by the State Bar in furtherance of its goal to improve the administration of justice in Georgia. It now serves as a model for other jurisdictions implementing similar programs.

The Committee hopes that all those who read this report will encourage other qualified attorneys and public members to volunteer as arbitrators for future cases. This important service benefits our profession and the public whom we serve. The Committee is most appreciative of your continued assistance in 105 informing potential arbitrators of this method of illustrating the professionalism of the members of the State Bar of Georgia.

Respectfully submitted, this 28th day of May, 2013, Committee on the Arbitration of Attorney Fee Disputes

David S. Lipscomb Chairperson

106

Law Practice Management Program (Abbreviated report for the 2012-2013 Bar Year) This is a summary of program events scheduled and completed during the period July 1 – May 23, 2013.

Consultations Atlanta - 27 Lawrenceville - 2 Types of Consultations: Buford-1 Lithonia -1 General = 25 Chamblee - 1 Nashville - 1 Technical = 28 Columbus - 2 Norcross - 1 Covington - 1 Savannah - 1 Sizes of Firms: Cumming - 1 Tallapoosa - 2 1 attorney (solo): 33 Dallas - 1 Tucker-1 2-4 attorneys: 14 Duluth - 2 Valdosta - 1 5-8 attorneys: 4 Forsyth - 1 9-15 attorneys: 0 Gainesville -1 16+ attorneys: 2 Jackson - 1 Total Consultations = 53 Jonesboro - 1

Resource Library: Our lending library has a grand total of 1,207 books, CDs, and DVDs for checkout to members and their staff with an option to pick up materials at the Bar headquarters or to be mailed. During this period, there were a total of 658 checkouts by 218 patrons.

Software Library: The Program has a Software Library that consists of complete, working copies of software applications. Many of these products are legal specific, and require more guidance when being demonstrated than general applications. During this period, there were a total of 4 webinars and 4 office visit appointments made to look at software programs in the Software Library.

Office Visits: LPM distributed 283 booklets (Starting Your Georgia Law Practice) as requested by attorneys. There were 74 startup discussions conducted by the Program via office visits.

Fastcase Report: During this period, a grand total of 160 members have attended Fastcase CLE seminars.

Since the decision was made to transition to Fastcase, 1061 attorneys and 65 staff members have attended Fastcase live training. Others have taken advantage of webinar training

Fastcase Reported Problems Issue Resolution 9/10/12 9/10/12 Members Reported: FC Response: Could not access accounts. Outage was system wide due to compromised host server Go Daddy. Problem resolved by end of day. 9/12/12 9/12/11 Member Reported: FC Response: Missing citation. Member was sent the missing citation and content team updated within the system. 10/15/12 and 10/25/12 10/25/12 Member Reported: FC Response: Nina/Ed Walters/Phil Rosenthal responded. Code not up to date. Working on it as quickly as possible, in the process of updating the 30,000+ catchlines in the Georgia Code. Updated on 11/5/12.

107 12/14/2012 12/14/2012 Member Reported: FC Response: Missing page numbers Reported the error to their content team and corrected it.

2/19/2013 2/20/13 Member Reported: FC Response: Superior Court Rules for 2013 not updated, The 2013 Superior Court Rules went up on January new evidence rules not easy to read/use as 22, 2013, conversion is taking place currently. the changes are not made clear. Concerning the code, especially new evidence rules, our developers are working on fixing this issue.

2/19/2013 2/19/2013 Member Reported: FC Response: No table of contents or case summaries in To click directly through to a case that you like in the summaries, Advance Sheets. just hold your finger on the case title in the summary and it will jump to it. The December 2012 edition advance sheets for Georgia is up, it’s just a little out of order! Unfortunately, we can’t control the order that the iTunes store puts them up in.

Fastcase Usage Report Partner Usage Report for State Bar of Georgia (1/1/2011 to 4/30/2013)

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Speaking Engagements: (Completed) There are a total of 21 completed and scheduled programs during this period. The Program’s staff has given 19 continuing legal education and special presentations to Georgia lawyers and other related groups. These presentations have been held in various local and national venues. 2 programs are scheduled for future dates.

National Association of Bar Executives (NABE) 2012 Annual Meeting, From ARGH to AHHH: Managing Your Bar's Critical Tech Decisions Without Tearing Your Hair Out Panel Discussion, August 1, 2012, Hyatt Regency Chicago, Chicago, Illinois.

Solo and Small Firm Summer Seminar, Fastcase for the Solo and Small Firm and Solo and Small Firm Finances, August 16, 2012, State Bar of Georgia Headquarters, Atlanta, Georgia, 65 attendees.

Cobb County Bar Association Solo & Small Firm Section CLE, Technology and Business Development – Getting Clients, August 23, 2012, Central Library, Marietta, Georgia, 28 attendees.

Paulding County Bar Association Luncheon CLE, Solo and Small Firm Finances, August 23, 2012, The Olive Tree Restaurant, Hiram, Georgia, 12 attendees.

Chicago Bar Association’s Law Practice Start Up Boot Camp, Starting Your Law Practice: Budgeting and Financing; Money Talks; and Managing the Matter, October 4, 2012, Chicago Bar Association, Chicago, Illinois.

Basic Fiduciary Practice Seminar, Law Practice Management, October 12, 2012, Mercer Law School, Macon, Georgia, 38 attendees.

Solo and Small Firm Fall Seminar, Legal Staffing War Stories Panel Discussion, November 1, 2013, State Bar of Georgia Headquarters, Atlanta, Georgia, 31 attendees.

ABA 6th Annual Labor and Employment Law Conference, Delivering Value and Efficiency with Technology Panel Discussion, November 2, 2012, Westin Peachtree Plaza, Atlanta, Georgia.

Atlanta Bar Association’s Small Firm Webinar Series: Planning the Start of Your Law Firm Webinar, Business Planning, November 14, 2012, Atlanta Bar Association, Atlanta, Georgia.

Chief Justice's Convocation on Professionalism (LPM sponsored program), November 15, 2012, State Bar of Georgia Headquarters, Atlanta, Georgia, 55 attendees.

TILPP Mentor Orientation Program, November 29, 2012, State Bar of Georgia Resources for Mentors and Beginning Lawyers, State Bar of Georgia Headquarters, Atlanta, Georgia, 87 attendees.

Atlanta Bar Association’s Small Firm Webinar Series: Nuts & Bolts of Setting up Your Law Firm Webinar, Legal Research Tools and Technology Choices, December 12, 2012, Atlanta Bar Association, Atlanta, Georgia.

ABA Cloud Computing Webinar, Moving Your Law Practice to the Cloud Safely and Ethically (Moderator: Dan Siegel; Speakers: Natalie Kelly and John Simek), January 14, 2013, 4,244 participants.

Solo and Small Firm Winter CLE Quarterly Seminar, Marketing in 2013: A Tips Remix, Cloud v. Traditional Software: Should You Go There? and Fastcase for Solo and Small Firm, February 15, 2013, State Bar of Georgia Headquarters, Atlanta, Georgia, 58 attendees.

TILPP Beginning Lawyers Program, February, 25, 2013, Ways the State Bar Enhances Your Career: Law Practice Management and Fastcase, State Bar of Georgia Headquarters, Atlanta, Georgia, 330 attendees.

ABA TECHSHOW 2013 Conference & Expo, To SaaS or not to SaaS? That is the Question (Speakers: Natalie Kelly and Anna Cannavina), 60 Tips in 60 Minutes (Speakers: Natalie Kelly, Barron Henley, Reba Nance, and Dan

109 Pinnington), Office 365 Lawyer’s Preview, Building Interactive Pleadings and Briefs Using Adobe Acrobat, and Jump or Get Pushed? Introduction to Windows 8, April 4-6, 2013, Chicago Hilton, Chicago, Illinois.

Annual Law Practice Management CLE Seminar, 60 Hot Apps, Tips, Gadgets and Sites in 60 Minutes, April 26, 2013, State Bar of Georgia Headquarters, Atlanta, Georgia, 54 attendees.

Rockdale County Bar Association, Fastcase, Cameron Hall a/k/a Two Guys & a Grill Catering, Conyers, Georgia, May 3, 2013, 19 attendees.

Basic Fiduciary Practice, Professionalism in Estate Planning, State Bar of Georgia Headquarters, Atlanta, Georgia, May 16, 2013, 79 attendees.

Scheduled Indiana Bar Solo & Small Firm Conference, Time Management, Billing & Collecting Bootcamp, Professionalism in the Law Office, and 60 Tips in 60 Minutes June 6-8, 2013, French Lick Resort, French Lick, Indiana.

Law Practice Management Annual Meeting CLE: Securing Your Law Practice, Records Management—You Gotta Know When to Hold It, Know When to Fold It and When You Can Throw It Away and How to Stay Safe in the Cloud, June 20, 2013, Hilton Head Island, South Carolina.

110 MEMORANDUM FOR: Board of Governors of the State Bar of Georgia

FROM: Norman E. Zoller, Coordinating Attorney Military Legal Assistance Program

DATE: May 24, 2013

SUBJECT Status of the Military Legal Assistance Program

Background and Overview of Work: The Military Legal Assistance Program (MLAP) of the State Bar of Georgia began formal operations in 2009, first under the aegis of Georgia Legal Services and then as its own separate entity. Since then, a total of 1,008 requests for legal assistance have been processed from military service members and veterans throughout the State and from other places throughout the world, provided that jurisdiction lies in a state or a federal court in Georgia, as summarized by category below. This total number of case referrals represents an average of about 1.25 affirmative connections each work day between a lawyer and a service member or veteran.

In addition to processing requests for legal assistance, the program, through oversight of the Military Legal Assistance Program Committee, also initiated or served as facilitator for other legal assistance-related activities to include the following:

1) Established an award, known as the Marshall-Tuttle Award, now being given annually to an attorney who is deemed to be the outstanding lawyer providing pro bono or reduced-fee services to service members and veterans. The inaugural award was presented to Drew N. Early in 2011, the second award in 2012 to attorney H. Lane Dennard, Jr., and the third award to Cary S. King during the Board of Governors’ Mid- Year meeting in January 2013. It is envisioned that nominations for the fourth award will be solicited in the Fall and that the award for 2013 would be presented in January 2014.

2) CLE Programs and Conferences. In collaboration with the Military and Veterans Law Section, a 6.5-hour Continuing Legal Education Program concerned with military family law was presented May 9, 2013 (Exhibit A). Further, a CLE program is scheduled for presentation on October 1 or 16, 2013, leading to the accreditation of lawyers to practice before the United States Department of Veterans Affairs. In the past this program has attracted hundreds of lawyers at each session. Chief Judge Bruce E. Kasold of the United States Court of Appeals for Veterans Claims has agreed to take part in this year’s program. VA Department Secretary Eric Shinseki has also been

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111 invited. The number of accredited lawyers in Georgia has increased from 160 in 2010 to now more than 500.

Further, along with State Bar past presidents Jeff Bramlett, Bryan Cavan, and Lester Tate, I also participated in the Eleventh Circuit Judicial Conference on May 2-4, 2013, in Savannah, which was attended by more the 500 attorneys and federal judges. Highlights of that Conference agenda which focused on “Justice, History, and Civil Liberties” are shown at Exhibit B.

3) Stand Down Fair in Columbus. On Saturday, April 27, 2013, a special Veterans’ Stand Down Resource Fair was conducted in Columbus, Georgia, designed, in part and among other services, to provide housing and insurance information, medical screenings, free clothing, resume assistance, and legal assistance (Exhibit C). The Fair operated from 7:00 am until 3:00 pm, and it is estimated that about 2,000 veterans and their family members took part. Ray Tillery, a member of the Military and Veterans Law Section, helped plan and carry out this event. He, along with five Columbus attorneys and military judge advocates from Fort Benning, met and counseled with about 50 veterans, many of whom are homeless. This Fair is another example of how Georgia lawyers reach out to service members and veterans in our mutual mission to provide legal counsel and direct help to those in need. I also attended this event.

4) Emory Law Volunteer Clinic for Veterans (ELVCV). Along with the Military and Veterans Law Section, the MLAP assisted with creation of a law school clinic program at Emory Law School. Called the Emory Law Volunteer Clinic for Veterans (ELVCV), it opened February 19, 2013, and is processing requests for assistance and related veterans’ issues on Tuesday afternoons during the semester at the Law School.

The clinic was begun following the suggestion about a year ago of Richard Menson, retired partner of McGuire Woods. Emory law school professor Charles Shanor agreed this past winter to start a program to which about 20 law students were initially recruited, along with 25 attorney mentors to work with the students 0ne-on-one.

Lane Dennard, a retired King & Spalding partner, was appointed Adjunct Professor and Co-Director in January, and the Clinic has since processed 16 cases, a very successful start. The cases have included Post Traumatic Stress Disorder; Traumatic Brain Injury; pension for a service-connected death; a need-based pension; VA claim for physical injuries; a requested upgrade to military discharge; and two cases before the U.S. Court of Appeals for Veterans claims.

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112 About this program, Mr. Dennard has said, “The mission of our Clinic is to assist those who have served our Country with legal issues that they face, especially claims for service-related disabilities. We are off to a good start with our case load and very enthusiastic student leaders and volunteers. Frankly, I am amazed at the work that the students have done. Also, we have been fortunate to have the full support of the Military and Veterans Law Section of the State Bar and the MLAP.”

With respect to the work of this clinic, attached is an article to be featured in June’s emorywire (Exhibit D) and guidelines and a summary about the Emory program (Exhibit E).

Plans are also moving forward to establish similar programs at the four other law schools in Georgia.

5) Along with the Military and Veterans Law Section, assisted with establishment of a legal assistance clinic in Augusta at the VA Medical Center comparable to that which has been operating for many years under the leadership of Cary King at the VA Medical Center in Decatur, Georgia. The Augusta Bar Association is in the process of recruiting lawyers to provide direct legal assistance or to refer matters to other lawyers who can assist in various areas of the law.

6) Challenge Coin. Together with the Military and Veterans Law Section, assisted with creation of a “challenge coin”. Inspired, in part, by the initiative of State Bar President Robin Clark, the MLAP and the Law Section reviewed several possible designs for its coin and selected the one shown on page 27 of Exhibit F). About this coin and its merits, John Camp, chair of the Military and Veterans Law Section recently said, “challenge coins commemorate significant advancement in the Section’s activities, carry special meaning, and are valued far more than cuff links, personalized pens, or a (coffee) gift card. . . They carry a message about our Section’s and the MLAP’s purpose and what is our mission. We “Honor the Military” and we “Serve Those Who Have Served” by raising the quality of the practice of Military and Veterans Law and delivering legal assistance to our Service Members and Veterans who would otherwise be unable to find legal assistance.”

Cases Processed. Below is a summary of the number and types of legal assistance cases thus far received and referred to lawyers under the State Bar’s Military Legal Assistance Program. Under the program, including the cases processed prior to its formal inception in 2009, a total of 1,008 cases have been processed. Further, a total of 21 additional cases are in process (i.e., in the pipeline), awaiting agreement authorizations from potential clients (14) or agreements from attorneys (7) to accept a case. Further, although the program

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113 does not handle criminal cases, about 120 inquiries have been received from veterans or service members seeking help on a criminal law matter (which are typically referred to the applicable county public defender or to a local bar association).

Family Law 503 (w/59 previous) Contested Divorce 176 Uncontested Divorce 17 Divorce Enforcement 9 Child Support 69 Guardianship/Adoption 45 Visitation 23 Child Custody 105 Consumer Law 77 Housing/Property 58 Foreclosure 17 Veterans Benefits/Disability 121 Wills/Estates/Probate 43 Employment/USERRA/SCRA 30 Bankruptcy 15 Insurance 16 Personal Injury 31 Property Damage 3 Worker’s Compensation 2 Contract 4 Medical Malpractice 5 Toxic Substances 5 Other 78 1,008

Summary of Work of the MLAP and its Economic Benefit to Attorneys. In recent weeks I have been assembling information about evaluative aspects of the Military Legal Assistance Program and have written an article that will appear in the June issue of the Georgia Bar Journal (Exhibit F). In part, that article focuses on how the Military Legal Assistance Program benefits lawyer business as several attorneys have informed me; they are quoted in that article.

Of course, the program is directly beneficial for the individual service members and veterans who receive the personal legal assistance.

Future Work and Considerations. The principal mission of the Military Legal Assistance Program remains to receive and process requests for legal assistance from service members and veterans. The MLAP Committee is considering other activities in the current year to include the following:

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114 1) Continued visits to staff judge advocates and their legal assistance offices at military bases and bar associations throughout the State

2) CLE Programs. In collaboration with the Military and Veterans Law Section, the MLAP Committee, in addition to the “Georgia Military Law and VA Accreditation Symposium” in the Fall of 2013, will be planning other CLE programs to be conducted in the Winter or Spring 2013-2014 on military family law and related subjects.

3) Veterans Courts. An action committee has been created, in part, concerned with creating enabling authority for the existence of such courts (whether by court rule or legislation) and also a how-to packet for those judicial circuits which desire to establish such courts in their respective jurisdictions. Further, it is noted that the Nation’s first conference dedicated to Veterans Treatment Courts, sponsored by “Justice for Vets” (a professional services division of the National Association of Drug Court Professionals), is scheduled to take place over the period December 2-5, 2013 in Washington, D.C.

4) Visions for the Future. The MLAP Committee has created a Blue Sky subcommittee to consider and pursue program objectives, goals, and related activities for the future.

Exhibits:

A) Georgia ICLE Flyer – “Military and Veterans’ Law: It’s a Family Affair”, May 9, 2013. B) Eleventh Circuit Judicial Conference Agenda, May 2-4, 2013. C) Flyer concerning Military Stand Down Resources Fair, April 27, 2013. D) Emory Alumni Association newsletter, emorywire, June 2013. E) Emory Law Volunteer Clinic for Veterans: Summary of Program and Eligible Cases. F) Georgia Bar Journal article, “A Thousand Military Cases for Georgia Lawyers”, June 2013.

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115 Thursday • May 9, 2013 Military and Veteran’s law spring cle: It’s a Family Affair

Co-sponsored by:

Military Veterans Law Section state Bar of Georgia

6.5 CLE hours including .5 Ethics Hour • 1 Professionalism Hour

Seminar will be held at: State Bar of Georgia Headquarters 104 Marietta Street NW • Atlanta, Georgia For Directions Please Visit http://www.gabar.org/ To make hotel room reservations, call: Embassy Suites phone: 1-800-Hilton • The Glenn phone: 404-521-2250 Hilton Garden Inn phone: 404-577-2001 • The Omni phone: 404-818-4334 Ask for the State Bar of Georgia’s negotiated corporate rate.

CANCELLATION POLICY SEMINAR REGISTRATION POLICY Cancellations reaching ICLE by 5:00 p.m. the day before the seminar Early registrations must be received 48 hours before the seminar. ICLE will accept on- date will receive a registration fee refund less a $15.00 administra- site registrations as space allows. However, potential attendees should call ICLE the day tive fee. Otherwise, the registrant will be considered a “no show” and before the seminar to verify that space is available. All attendees must check in upon will not receive a registration fee refund. Program materials will be arrival and are requested to wear name tags at all times during the seminar. ICLE makes ICLE shipped after the program to every “no show.” Designated substitutes every effort to have enough program materials at the seminar for all attendees. When may take the place of registrants unable to attend. demand is high, program materials must be shipped to some attendees.

116 AGENDA The registration fee for all seminars held at the State Bar of Georgia has been reduced by ICLE in recognition of the Bar’s service to Georgia attorneys.

Presiding: Patricia D. Shewmaker, Program Chair, Shewmaker & Shewmaker, LLC, Atlanta

7:15 Registration and Continental Breakfast 11:30 same sex couples in the military—are you ready (All attendees must check in upon arrival. A jacket or sweater for the gay military divorce? (Or is there even is recommended.) such a thing?) W. John Camp 8:00 Welcome and Program Overview W. John Camp, Westmoreland, Patterson, Moseley & Hinson, 12:00 Lunch (Included in registration fee) LLP, Warner Robbins; Chair, Military/Veterans Law Section, Military/Veterans Law Section Meeting State Bar Georgia Patricia D. Shewmaker 1:15 basic training for military pension division orders and survivor’s benefits 8:05 ETHICS and professionalism Steven P. Shewmaker, Shewmaker & Shewmaker, LLC, Atlanta George E. Bradford, Jr., Office of Regionalounsel, C U.S. Department of Veterans Affairs, Decatur 1:45 upgrades to military discharges and the impact of the lautenberg amendment 9:05 servicemembers civil relief act (scra) William E. Cassara, Attorney at Law, Evans Dann J. Naggiar, DJN Law, P.C., Atlanta 2:35 Employer support to the guard and 9:35 military benefits and estate planning reserve (esgr) Drew N. Early, Shewmaker & Shewmaker, LLC, Atlanta Stephen J. Knezo, Attorney at Law, Smyrna

10:05 Break 2:50 Break

10:20 post tramautic stress disorder (ptsd)—What 3:00 representing the client facing a peb or meb the family law practitioner needs to know evaluation—tricks of the trade Marti Loring, LCSW, PhD, BCETS, Decatur Katherine Ingram, Soldiers MEB Counsel, Hinesville Robert D. Shaffer, PhD, Clinical Psychologist, Suwanee 3:45 Adjourn 11:00 tricare, chcbp benefits, and base access benefits in divorce W. John Camp

Duplicate registrations may result in Three ways to register: check the ICLE schedule on the web at www.iclega.org multiple charges to your account. A $15 Mail: ICLE • P.O. Box 1885 • Athens, GA 30603-1885 (make check payable to ICLE) administrative fee will apply to refunds Fax: 706-354-4190 (credit card payment must accompany fax to be processed) required because of duplicate registrations. Online: iclega.org (credit card payment only) © 2013 Institute of Continuing Legal Education in Georgia Questions? Call ICLE Atlanta Area: 770-466-0886 • Athens Area: 706–369–5664 • Toll Free: 1–800–422–0893 MILITARY AND VETERAN'S LAW spring cle: It’s a Family Affair • May 9, 2013 • 8252 NAME______GEORGIA BAR #______FIRM/COMPANY______OFFICE PHONE (______)______EMAIL______(for registration confirmation and email notification v of seminars, no postcard or brochures will be sent) MAILING ADDRESS______ZIP + 4______-______STREET ADDRESS (for UPS)______ZIP + 4______-______

CITY______STATE______early registration fee: $150 on-site registration fee: $170 q I am sight impaired under the ADA, and I will contact ICLE immediately to make arrangements. q I am unable to attend. Please send written materials and bill me for the cost of materials only. Sorry, no phone orders! q I have enclosed a check for the early registration fee received 48 hours before the seminar. q I authorize ICLE to charge the early registration fee to my q MASTERCARD q VISA q AMERICAN EXPRESS* Credit Card VerificationN umber: A three-digit number Account # / usually located on the back of your credit card; *AmEx is four-digits on the front of the card. Expiration Date: Signature: 117 Justice, History, and Civil Liberties

2013 Eleventh Circuit Judicial Conference

2-4 May 2013 Savannah, Georgia

118 2013 Eleventh Circuit Judicial Conference Justice, History, and Civil Liberties

CONFERENCE AT A GLANCE

THURSDAY, 2 MAY 2013

Coffee and Light Refreshments 7:30A.M. Musical Prelude 8:30A.M. Opening of Conference 9:00A.M. A Nation Founded upon Principles, not Monarchy 9:45A.M. The Trial of the Slave Ship Wanderer 11:05 A.M. Luncheon for all Conferees and Spouses/Guests 12:25 A.M. Roundtable Discussions 2:15 P.M. Eleventh Circuit Historical Society Meeting 4:45P.M. Reception for all Conferees and Spouses/Guests 6:30P.M. Dinner for all Conferees and Spouses/Guests 7:30P.M.

FRIDAY, 3 MAY 2013

Coffee and Light Refreshments 7:30A.M. Musical Prelude 8:00A.M. Judicial Perspective on Justice, History, and Human Rights 9:00A.M. Healthy Living: Your Links to Personal and Professional Success! 10:20 A.M. Luncheon for all Conferees and Spouses/Guests 12:00NOON Scorpions: The Battles and Triumphs ofFDR's Great Supreme Court Justices 1:50 P.M. Supreme Court Justice Roundtable 3:10P.M. Closing Remarks 4:10P.M. Conference Adjourns 4:30P.M.

SATURDAY, 4 MAY 2013 Optional Program- Registration Required

Breakfast 8:00A.M. Young Lawyers Roundtable with the Judiciary and Justice Thomas 8:30A.M.

119 THE SOUTH ATLANTIC CENTER FOR VETERANS EDUCATION AND TRAINING, INC. (SACVET) in collaboration with U.S. CONGRESSMAN SANFORD D. BISHOP, JR., GEORGIA’S SECOND CONGRESSIONAL DISTRICT, GEORGIA SENATOR ED HARBISON, CHAIRMAN of VETERANS, MILITARY AND HOMELAND SECURITY COMMITTEE GEORGIA STATE BAR, MILITARY and VETERANS LAW SECTION GEORGIA STATE DEPARTMENT of HUMAN RESOURCES (DIVISION of FATHERHOOD) MILITARY ORDER of THE PURPLE HEART, AMERICAN LEGION POST, AMERICAN LEGION AUXILIARY GEORGIA ASSOCIATION TO BENEFIT VETERANS SOLIDHIRES 6TH ANNUAL HOMELESS VETERANS STAND DOWN AND

VETERANS resource fair

ENTERTAINMENT LEGAL SERVICES

RESUME ASSISTANCE

HOUSING INFO COLUMBUS CONVENTION & TRADE CENTER 801 FRONT AVENUE, COLUMBUS, GA 31901 SATURDAY, 27 APRIL 2013 7:00 AM – 3 PM

POINT OF CONTACT: [email protected], 706-593-3393, 1179 HENRY AVE., # 5051, COLUMBUS, GA 31906 SACVET IS A 501 (C) 3 NON-PROFIT ORGANIZATION, 120 NOT AFFILIATED WITH ANY POLITICAL PARTY OR POLITICAL ORGANIZATION

6/3/13 Fighting for Veterans' Rights | EmoryWire Magazine

SCHOOLS LIBRARIES RESOURCES SEARCH

CURRENT ISSUE ABOUT EMORYWIRE ARCHIVES CONTACT

June 2013 >> Of Note Fighting for Veterans' Rights FEATURES O F N O T E Emory Law serves those who have served in our nation's military and their families. Fighting for Veterans' Rights By Michelle Valigursky Emory Law serves those who have served in our nation's military and their families.

PROFILES

FOCUS

OF INTEREST

Emory Law Volunteer Clinic for Veterans founders Rachel Erdman14L Law Professor Charles Shanor, Adjunct Law Professor H. Lane Dennard, Martin Bunt 14L.

“Men and women who have valiantly served our nation’s military deserve legal representation to ensure their rights are protected,” says J. Martin Bunt 14L, student founder of the Emory Law Volunteer Clinic for Veterans. “By consolidating efforts to represent their needs into our new Emory clinic, we provide an invaluable service to veterans who must navigate the challenges of health care and military benefits.”

The clinic motto is “Serving Those Who Have Served Us,” and its mission is clear: “to provide free legal representation for service-connected disability claims and other civil matters to those who have served our country.” Just this week, the founding team participated in a panel discussion and hosted an exhibit at the Georgia Accountability Courts Conference.

“Emory Law School was approached in late spring 2012 by the Military Law and Veterans Benefits Section of the State Bar of Georgia. The Section wanted to meet with representatives of law schools in Georgia about possibly establishing clinics to assist veterans. All schools expressed reservations because clinics are typically very expensive to operate and all the schools are tight on program funds,” explains Emory Law Professor and Clinic Faculty Advisor Charles Shanor.

Shanor explained the genesis of the Emory project. “I mentioned the clinic idea to Martin in the fall. He was enthusiastic, and the two of us requested a follow-up with the bar section leadership.” The team enlisted the support of H. Lane Dennard, adjunct professor of law and retired partner with King & Spalding in Atlanta. Dennard, Bunt, and Shanor attended the bar meeting and the idea to initiate a clinic at Emory began to solidify. “Dennard agreed to oversee, and Emory Law School Dean Robert Schapiro approved the idea, which was to operate a very low-budget volunteer clinic, see if it worked, and seek funding to retain and expand, if successful.”

To finalize the concept, the team brought in a contingent from John Marshall Law School in Chicago, which operates the best-known and oldest veterans’ clinic in the country. “The collaboration helped us identify what operational issues needed to be www.alumni.emory.edu/emorywire/issues/2013/june/of_note/story_1/index.html 1211/3 6/3/13 Fighting for Veterans' Rights | EmoryWire Magazine addressed and how John Marshall had handled these. We also explored ways to provide substantive training for student volunteers on handling veterans benefit claims,” Shanor explained.

The Emory Law Volunteer Clinic for Veterans opened in mid-February 2013. Bunt and co-founder Rachel Erdman 14L, both members of the National Security Law Society and winners of the Trailblazers Award, drew inspiration from the career and military experience of U.S. Army veteran H. Lane Dennard, Jr. A highly decorated veteran who has received the Silver Star, Air Medal, Army Commendation Medal, and Purple Heart with Oak Leaf Cluster, Dennard is now the clinic’s co-director in addition to his role as adjunct professor to the Emory School of Law.

“Professor Dennard’s experience is essential in guiding students through tough cases. His passion for helping and expertise in veterans’ affairs makes him an enthusiastic mentor and an invaluable part of the clinic,” says Erdman.

An internationally recognized expert in military and counterterrorism law, Shanor says, “The clinic is a wonderful opportunity for students to experience the best aspects of lawyering: serving clients, analyzing problems, and helping to articulate and solve those problems. Through this clinic experience, they learn to become better lawyers.”

The clinic offers student volunteers a chance to earn pro-bono and public service hours while partnering with many lawyers currently working on veterans’ law. Erdman provides organizational leadership and scheduling for student volunteers. The Emory Law Volunteer Clinic for Veterans has trained forty-three law student volunteers on how “to handle interesting, difficult, problematic cases with more consequences due to the veterans’ administration courts,” says Bunt, who was recently awarded the Outstanding Grad School Organization President Award.

Sixteen cases are in process including a disability ratings case for traumatic brain injury and post-traumatic stress disorder (PTSD), a petition for discharge upgrade before the Board for Correction of Naval Records, two cases before the U.S. Court of Appeals for Veterans’ Claims, a pension case for the widow and four children of a veteran, a case involving access to records, and VA healthcare issues, a matter for the Georgia Vietnam Veterans’ Alliance. Both the Military Veterans’ Law Section and the Military Legal Assistance Program of the Georgia bar actively support the clinic.

In addition, student volunteers and their mentors aim to help establish an initiative for a Veterans Court in Georgia. Dennard points out, “Their work includes a review of draft legislation, research on constitutional issues, and analysis of the economic impact of veterans’ courts. The goal is to offer medical treatment and monitoring through the Veterans Administration as an alternative to standard criminal sentencing.”

Veterans’ Law Clinic Grows

From its grassroots beginnings with a goal to serve the close to 800,000 veterans in Georgia (including 200,000 in metro Atlanta alone), the development of the Emory Law Volunteer Clinic for Veterans has made Emory Law “the first law school in Georgia and one of the first in the South to provide a legal clinic specifically to meet the needs of our veterans,” says Erdman.

Initial funding helped to initiate program fundamentals for basic equipment, part-time administrative support, and other organizational expenses. Now, the clinic seeks to expand and attain funding for public service internships and full-time staff.

Erdman points out, “We have had immense support and interest in veterans pro-bono work from the student body, but we need more mentors.” She explains, “Pairing students with attorney mentors benefits both parties. The students learn how to navigate veterans’ pro-bono work and can continue this work after graduation. The attorneys can give some of the work-load to the student, saving time.”

As funding for the program increases, the Emory Law Volunteer Clinic for Veterans hopes to increase caseload, hire more permanent staff and support personnel, and expand its website and facilities. Shanor says, “Lawyers who will be doing the pro- bono work ultimately have responsibility for the cases. Students are working on cases, so that is a win-win.” He notes that enhancing infrastructure will allow them to offer summer public service internships and post-graduate fellowships which are both program goals.

“The benefit to veterans is tangible,” says Bunt. “For each client’s case, we provide a practicing attorney plus two or three student assistants who research legal issues, write or draft papers, and provide legal advocacy.”

“The response to our efforts on behalf of veterans has been truly remarkable,” Bunt www.alumni.emory.edu/emorywire/issues/2013/june/of_note/story_1/index.html 1222/3 6/3/13 Fighting for Veterans' Rights | EmoryWire Magazine says. Shanor adds, “Folks in the medical school and school of public health have reached out, saying ‘What can we do to help? Can we partner on this? The answer is yes.’ We need to be able to draw on medical experts to help,” he says, noting that students pursuing dual degrees in law and public health are natural candidates for involvement. “It’s the perfect opportunity to merge their disciplinary interests.”

Shanor is proud of the Emory team he advises. “There are more students doing more cases with this volunteer clinic than this law school has in any other clinical program,” he says. “It’s bigger already than any of the other clinics that we know of in the country working to protect veterans’ rights.”

Editor’s Note: To learn more about the Veterans Law Clinic or to volunteer, please visit the clinic website or read the June edition of Georgia Law Journal. Click here to support the important work being done at the Emory University School of Law today.

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www.alumni.emory.edu/emorywire/issues/2013/june/of_note/story_1/index.html 1233/3 Emory Law Volunteer Clinic for Veterans Summary for Prospective Pro Bono Counsel/Mentors for Students May 14, 2013

A. Overview – There are over 770,000 veterans in Georgia and over 200,000 of this total live in the Atlanta Metropolitan area. Many of these individuals have returned from Iraq and Afghanistan with service-connected injuries and mental illnesses such as Post Traumatic Stress Disorder (PTSD) and Traumatic Brain Injury (TBI). Older veterans, including those who have served in Vietnam and prior wars, also have disabilities associated with their prior military service. The objective of the Emory Law Volunteer Clinic for Veterans is to assist these individuals who have served our country with the legal issues that they face, especially claims for service-connected disability.

B. As cases are referred during the semester, volunteer attorney/mentors are paired with students to work on these cases. The clients are represented by the lawyers and assisted by the students.

C. What kinds of cases does the Clinic take?

1. VA claims for disability or increased rating for a disability;

2. VA pension claims;

3. Discharge upgrade (e.g., application before Army or Navy Boards);

4. Appeal of VA cases before the Board of Veterans Appeals and the U.S. Court of Appeals for Veterans Claims;

5. Policy work (most significantly, the work on Veterans Courts).

6. The Clinic will not accept criminal cases, probate matters, family law matters, personal injury and most other civil cases. For a complete list of the cases the Clinic may accept, see the Clinic website at http://www.law.emory.edu/centers- clinics/volunteer-clinic-for-veterans.html

D. Sources of referral

1. The Military Legal Assistance Committee of the State Bar

2. Veterans Legal Clinic at the VA Hospital in Decatur

3. Veterans Consortium Pro Bono Program in Washington

4. Directly to Clinic through website or otherwise

E. Summary of cases and involvement by students during Spring Semester 2013

124 1. 21 student volunteers are working on 16 cases/matters;

2. One WWII vet; two vets from the Korean War era; several Vietnam vets and several vets from the Iraq and Afghanistan conflicts.

F. Cases/claims during the semester

1. PTSD

2. TBI

3. Physical injury caused by shrapnel and other causes

4. VA pension based on a service-connected death

5. Discharge upgrade

6. Agent Orange

7. Appellate

(a) Several cases before the Board of Veterans Appeals;

(b) Two cases before the U.S. Court of Appeals for Veterans Claims

G. Summary – The Clinic had a robust beginning in terms of number of cases and had a good mix of cases. There has been very active student participation but the need currently exists to recruit more outside attorneys/mentors to work with the students. Those interested can contact Lane Dennard at [email protected] or 404-572-2507.

H. Accreditation – In order to represent a veteran before the VA, an attorney must be accredited. Through this process, the lawyer is granted authority by the VA to represent claimants in the preparation and presentation of claims for VA benefits. To become accredited, an attorney must complete and file the VA Form 21a with the VA. The form may be faxed to 202-495-5457 or e-mailed as a PDF to [email protected]. This generally takes from two to three months. After receiving accreditation, a lawyer has an additional 12 months to complete a qualifying CLE presented by a State Bar Association. The Georgia State Bar will have a qualifying program in either October or November of this year.

I. Reference material – Attorney/mentors should have access to the Veterans Benefit Manual by Stichman & Abrams; Federal Veterans Laws, Rules and Regulations, 2012 edition, and the Veterans Benefits Manual and Related Laws and Regulations on CD- ROM, all published by Lexis-Nexis.

J. The nation should “care for him who shall have borne the battle and for his widow, and his orphan”. Abraham Lincoln, Second Inaugural Address (March 4, 1865).

125 GBJ Feature

A Thousand Military Cases for Georgia Lawyers by Norman E. Zoller

“As a veteran and lawyer, I have found that participation in the Military Legal Assistance Program (MLAP) is both rewarding and helpful in my law practice. My firm is geared toward estate and long term care planning, where I may assist many older veterans, but there is a great need to help currently serving active duty military members as well. Because of MLAP and the support and training I acquired through them, I have confidence to accept referrals and cases that I may not have otherwise received. These cases permit me to provide a rewarding public service while at the same time increase my business and revenues.”—Victoria L. Collier, Decatur attorney

t’s been just over three years since the State Bar become a national priority in recent years, through programs like the Obama Administration’s ‘Joining of Georgia launched its Military Legal Assistance Forces’ employment and education initiatives, spear- headed by First Lady Michelle Obama and Dr. Jill Program (MLAP), and the program has con- Biden. I am proud that the State Bar of Georgia has I taken the lead in repaying those who have made so nected more than a thousand military service members many sacrifices on our behalf with the successful start of our Military Legal Assistance Program. I am grate- and veterans with lawyers who have agreed to provide ful to the hundreds of Georgia lawyers who have answered the call to attend to the various legal needs of legal service. These are men and women who are serv- the men and women who are wearing or have worn the uniform in service to our nation.”—State Bar President ing or have served our state and nation as soldiers, Robin Frazer Clark The program accepts most civil law cases (but not sailors, airmen and marines in our armed forces both in criminal matters), and to date, more than half of those have concerned family law matters. Multiple deploy- war and peacetime. As increased dedication and com- ments and the mental and physical demands of service in combat have increased the strain upon military mitment has been demanded of our service members families, and regrettably more than half of the family law matters received by MLAP have been divorces and stationed here in Georgia and throughout the world, child custody matters. Statistically, about 10 percent of the cases have the legal assistance provided by Georgia lawyers helps been consumer law matters, another 8 percent have been real property matters (landlord-tenant issues offset the sacrifices they and their families make. and foreclosures) and about 10 percent involve VA benefit awards. When the MLAP program formally “Showing our appreciation to America’s active duty began in 2009, only 160 lawyers were accredited to military personnel, veterans and their families has practice before the Department of Veterans Affairs.

24 Georgia Bar Journal 126 As a result of three CLE programs sponsored jointly by the MLAP Committee and the Military and Veterans Law Section, 505 lawyers have now been accredited. This has increased the pool of attorneys capable of assisting veterans and their dependents with obtaining federal entitlements. Commenting about this program and the economic value to their practice and to the Bar, lawyers have said:

 “The intent of the Georgia Bar’s

MLAP program is to expand Photo by Stephanie J. Wilson the availability of legal services (Left to right) Steve Redmon, special assistant to VA general counsel; John Camp, chair, Military and Veterans Law Section; Victoria L. Collier, CELA, VA and Elder Law instructor; Patricia Hooks, to Georgia’s deserving military regional VA general counsel; Will Gunn, VA general counsel; Patty Shewmaker, CLE committee and veteran communities. In chair; and Norman Zoller, coordinating attorney MLAP. that regard, it should be consid- ered as a success, through the quantitative provision of legal services in response to nearly a thousand queries for assistance. It should also be considered a success through the qualita- tive performance of those ser- vices, either on a pro bono or reduced fee basis. The panoply of these services covers nearly all aspects of civil and domestic cases and has greatly support- ed the legal needs of Georgia’s military, veteran and associ- ated family members.”— Drew “Challenge coins commemorate significant advancement in the section’s activities, carry Early, Decatur special meaning and are valued far more than cuff links, personalized pens or a (coffee) gift card. They carry a message about our section’s and MLAP’s purpose and what is our mission.  “As a retired Air Force judge We “honor the military” and we “serve those who have served” by raising the quality of the advocate and veteran of the First practice of military and veterans law and delivering legal assistance to our service members Gulf War (Operations Desert and veterans who would otherwise be unable to find legal assistance.”—John Camp, chair, Shield and Desert Storm), I wit- Military and Veterans Law Section nessed firsthand the enormous volunteer lawyers reaching out  “There are several reasons for anguish, anxiety and frustra- and really helping our nation’s the Military Legal Assistance tions of our service members finest sons and daughters with Program, which was designed trying to deal with their person- their divorce and custody prob- to assist our military sector. al legal problems during their lems, veterans’ entitlements, First, since the program con- deployments. It has been even and a host of other legal issues sists of diverse lawyers who more dramatic during United is just inspiring. For our folks may be veterans themselves, States’ operations in Iraq and in uniform, it is like seeing a we understand the never-end- Afghanistan as there have been tank column come over the hill ing challenges of our military many more service members after they are pinned down in members who struggle daily assigned to multiple deploy- a fire fight. I am indeed proud with the challenges presented ments. It is such a relief to now of those who serve our country, by performing their jobs while be able to place our Georgia ser- but today I am equally proud of their families are separated vice members in touch, through my fellow lawyers in Georgia from them for long periods of the Military Legal Assistance who are ‘standing tall’ with our time, often without any word Program, with a competent local service members!”—John Camp, of their status. These warriors attorney who can really help chair, Military and Veterans Law who constantly place them- them. And best of all, seeing our Section, Warner Robbins selves in harm’s way for this

June 2013 12725 nation deserve the very best assistance after giving so much unselfish and nonyielding skill and time without question. We stand as a beacon to help these steadfast centurions with pro- fessionals who can understand and defend their cause. We also realize that many may be bat- tling PTSD or any number of maladies contemporaneously with their duties to the nation and their families. It is with honor that the Military Legal Assistance Program continually assists veterans with defense of issues often developed during the service to their country. Our mission is to assist those who tirelessly defend us and are so

deserving of our care. And these Photo by Norman Zoller very special clients have brought (Left to right) For their exemplary work in providing direct legal assistance to service members new business to our office, even and veterans, Drew Early, Lane Dennard and Cary King, the first recipients of the Marshall- on a reduced-fee basis.”—Fred Tuttle Award, were also the recipients of the inaugural issue of “challenge coins,” which will be presented from time-to-time to lawyers and others who merit special recognition for service on Jones, McDonough behalf of the Military Legal Assistance Program and of the Military and Veterans Law Section.  “As the chair of the Pro Bono Committee of the Real Property participation is a great way to advice and the help of several key Law Section, I have had the express our appreciation to the members of the Georgia General privilege of assisting with troops and returning veterans Assembly, including Sen. Josh matching attorneys with ser- for their service on our behalf. McKoon, the Georgia Military vice members in need of real The success of this program is Parents Rights Act (SB 112) was estate-related legal assistance. profoundly gratifying to the enacted in 2011.1 The act helped fill It is inspiring to have a list of Bar leaders whose vision jump- a critical gap in Georgia law that so many lawyers who are eager started the program several shields military parents by protect- to assist the service members years ago, and to the hundreds ing their custody and visitation on a pro bono or reduced-fee of Georgia lawyers who have rights with their children. basis as a way to say thank you contributed to its success by Since passage of that law, the for their service to our country. making themselves available to issue has been more broadly con- Through MLAP we have been give back to our military per- sidered on a national basis, and able to assist active and retired sonnel in this way. It is defi- new legislation has been proposed service members in matters nitely a win-win situation for that would be included under the such as defending their rights our service people and the par- Uniform Deployed Parents Custody in foreclosure actions and land- ticipating members of the State and Visitation Act (UDPCVA). lord tenant disputes. MLAP is Bar.”—Cliff Brashier, State Bar This proposal has been assembled providing a tremendous service executive director by the Drafting Committee of the to both the members of the mili- national Commission on Uniform tary as well as the attorneys who Additional Military Laws, and was endorsed in prin- are able give back by assisting Legal Assistance ciple by the Family Law Section of those who volunteer to protect the State Bar of Georgia and by the us.”— Missy Robinson, Atlanta Developments State Bar Board of Governors on  “Clearly, the Military Legal Special Help for Military Jan. 12, 2013. Assistance Program is fulfilling Families During Deployments Among other provisions, as its original purpose, which is The Military and Veterans Law noted by Kelly Miles, chair of the to encourage Georgia lawyers Section, under leadership of John Family Law Section,2 this addition- to stand in the gap between Camp, has been active in other al proposed legislation would (1) the legal services available to ways with respect to protecting the clarify that the jurisdictional rules our military personnel and their rights of service members during limit the ability of the parties to unmet needs. Bar members’ their deployments. With Camp’s seek modifications in states other

June 2013 12827 Observations by Service Members and Vets What do the service members and veterans themselves say about the legal assistance they have received? Here is a sampling of comments made on the evaluations returned to the State Bar. National Guard soldier, Fulton County: “Attorney ___ was very professional and assisted me in my case. He is a very kind man with values, and worked in my best interest. Thanks for the recommendation and supporting our military.” McIntosh County veteran: “Thanks, you guys are great. . . . I just found out I am getting out 21 Oct. . . I also found out that I am going to be disabled for a few years. . . you kind of guys are the reason we serve.” Cherokee County veteran: “Mr. ___ and his staff have been helpful and I am very pleased with the representation.” Henry County veteran: “I was very satisfied with my attorney. I felt that because of his passion and deep concern for my problem enabled him to serve my needs more than adequately. He was very timely with his response and always returned my calls. I would recommend him to future veterans as well as retain him for myself in future services.” Active duty soldier in Afghanistan (case in DeKalb County): “I am very satisfied with this program. They helped me find my lawyer while I was deployed. (I am still [in] Afghanistan.) Thank you so much! Quick, very professional and very friendly!”

than the issuing state; (2) specify on child custody, child support and King and the other lawyers on his how a controlling order is to be child visitation issues. team either provide the legal ser- determined and reconciled in the vice personally or refer the matter event multiple orders are issued; (3) Legal Assistance at VA to another attorney who special- clarify that the jurisdictional basis Medical Centers izes in that particular legal area. for the issuance of support orders In addition to the help provided Annually, about 500 veterans who and child custody jurisdiction are through MLAP, veterans at the VA served in WWII, Korea, Vietnam, separate; and (4) establish uniform Medical Center in Decatur can also and more recently, the Middle procedures for the processing of receive legal assistance through a East, receive this legal assistance. international child support cases, program established 15 years ago For his work, King was recently pursuant to the Hague Convention. by the late Melburne D. “Mac” recognized by Will Gunn, general Since the Board of Governors McLendon. McLendon recognized counsel of the U.S. Department of formally endorsed this uniform that many of the veterans who Veterans Affairs, and in January legislation, HB 685 was introduced, came to the hospital for medical 2013, he received the Marshall- referred to the House Judiciary attention also had a variety of spe- Tuttle Award, presented annually Committee and will be considered cial legal needs that only an attor- by the State Bar of Georgia Board in the 2014 session. Camp and the ney could meet and sought a way of Governors. Military and Veterans Law Section to provide assistance. He was per- Because of its success, expansion have vowed to maintain the con- mitted to set up a small office at the of this legal assistance program tacts and emphasis necessary to hospital where he offered pro bono is being considered for the other get this legislation enacted as early services to veterans. two major VA Medical Centers in as possible. Following Mac McLendon, Cary Augusta and Dublin, respectively. It appears clear that such uni- King assumed the clinic’s coordi- formity is needed across the nating leadership role. For the past Emory Law School Clinic country. Because of this pressing 12 years, he has maintained the Begins Operations need, its adoption in some form Atlanta VA Legal Clinic, and along Another effort to assist vet- appears to be only a matter of time. with Greg Studdard and other erans has been the creation of a Moreover, eventual enactment of recruited attorneys, continues to law school clinic which began the UDPCVA will aid in providing provide pro bono legal services on receiving and processing veter- significant relief for many active family law, consumer law, wills ans as clients in February 2013 at duty service members who have and estates, powers of attorney the Emory Law Volunteer Clinic sought assistance through MLAP and other civil issues to veterans. for Veterans.

28 Georgia Bar Journal 129 Following the suggestion by Richard Menson, retired partner of McGuire Woods, Emory law school professor Charles Shanor agreed this past winter to start a program to which about 20 law students were initially recruited, along with 25 attorney mentors who will work with the students one-on-one. Lane Dennard, retired King & Spalding partner, was appointed adjunct professor and co-director in January, and the clinic has already processed 16 cases, including post- traumatic stress disorder; traumatic brain injury; pension for a service- connected death; a need-based pen- sion; VA claim for physical injuries; a requested upgrade to a military discharge; and two cases before the U.S. Court of Appeals for Veterans Claims. Dennard says, “The mis- Photo by Katherine Hinson, Emory Law School Emory Law School Clinic faculty and student leadership (left to right) Rachel Erdman 2L, Prof. sion of our clinic is to assist those Charles Shanor, Adjunct Prof. Lane Dennard and Martin Bunt 2L. who have served our country with legal issues that they face, especially At this time in our nation’s his- Court of Appeals for the 11th claims for service-related disabili- tory, with an all-volunteer military Judicial Circuit from 1981 to 1983, ties. We are off to a good start with force, multiple deployments and when he was named circuit our case load and very enthusias- an aging veteran population, the executive, a post he held until his tic student leaders and volunteers. military and the states are learn- retirement in 2008. Previously, he Frankly, I am amazed at the work ing that much needs to be done managed the Hamilton County, that the students have done. Also to assist our service members and Ohio, courts for nearly a decade. we have been fortunate to have veterans with personal legal issues. Zoller holds bachelor’s and master’s the full support of the Military and Lawyers in Georgia can take spe- degrees (in public administration) Veterans Law Section of the State cial pride in knowing that more Bar and the MLAP.” than 700 of them have stepped for- from the University of Cincinnati This initiative at Emory repre- ward to help. Being associated with and a law degree from Northern sents a significant beginning, and programs like these is enormously Kentucky University. He is admitted the program is being considered satisfying and gratifying. Special to practice in Georgia and Ohio. An for expansion to the four other law thanks go to those attorneys who Army veteran, Zoller served almost schools in Georgia as well. are already helping or who have seven years on active duty as a field Charles L. “Buck” Ruffin, helped. And to those who have artillery officer, including two tours president-elect of the State Bar of thought about participating, please of duty in Vietnam, first with Georgia and former chair of MLAP contact me for details at 404-527- Special Forces and then with the Committee: “The need first iden- 8765 or at [email protected]. 82nd Airborne Division in response tified by Jay Elmore and then a Join in. Doing so is good for our to the Tet Offensive in 1968. He concept conceived and developed service members and vets, and it also served 15 years in the national by his partner Jeff Bramlett dur- can be personally enriching and ing his State Bar presidency, this economically beneficial for you Guard and Army Reserves as a program is eminently achieving its and your practice. judge advocate officer. intended objectives. Not only are service members and vets receiv- Norman Zoller has Endnotes ing the legal help they seek, but 1. O.C.G.A. Sections 19-9-1; 19-9-3; devoted the majority of and 19-9-6. also these are cases for our Georgia his legal career to 2. Memorandum from Kelly Miles, lawyers that might not have other- public service. He chair, Family Law Section, to the wise come to them. Clearly, this is served as the first Clerk State Bar of Georgia’s Board of economically beneficial and poten- of Court for the U.S. Governors for its meeting on Jan. tially new business for them.” 12, 2013.

June 2013 13029 State Bar of Georgia Committee on Professionalism 2012-2013 Report

Submitted By: Joy Lampley Fortson, Chair

The Committee on Professionalism (COP) had a successful year by continuing to work toward encouraging professionalism amongst lawyers throughout the state. This year, the COP worked diligently on executing two annual programs and implementing a new program by developing active subcommittees that worked closely with the COP Chair and the Executive Director and Staff of the Supreme Court Justices' Commission on Professionalism.

COP Subcommittees COP Projects and Programs Law Day Subcommittee Law Day Outreach Project Law School Orientations Hypo Law School Orientations Subcommittee Connect with a Colleague Program Connect with a Colleague Subcommittee

Law Day Outreach Project

Theme for Law Day 2013: Realizing the Dream: Equality for All

Law Day Subcommittee Outreach Efforts:

 Emailed Law Day 2013 Memorandum with attachments & Law Day Handbook to bar association leaders and presidents promoting Law Day 2013 and requesting their organizations hold events in support of Law Day throughout April and May.

 Sent follow up emails to bar association leaders and presidents requesting updates on planned and executed Law Day activities.

 Assisted in promoting law school Law Day events through the State Bar.

 Requested that State Bar President Robin Frazer Clark write (with assistance from the State Bar Communications Department) and publish Law Day letters for local newspapers

131  Collaborated with Rita Sheffey on Atlanta Bar Association's amazing April 22nd Law Day program with the National Center for Civil and Human Rights, the State Bar of Georgia, the Chief Justice's Commission on Professionalism, the Multi-Bar Leadership Council, and seven minority bar associations.

Law Day Events Held:

 The Atlanta Bar Association held the following events for Law Day 2013, (1) a stellar Law Day collaborative program with the National Center for Civil and Human Rights, the State Bar of Georgia, the Chief Justice's Commission on Professionalism, the Multi-Bar Leadership Council, and seven minority bar associations; (2) a mock trial at the D. M. Therrell High School of Law and Government; (3) active support of and participation in the Fulton County Law Week Committee's Law Day Awards Presentation; and (4) participation in the Interagency Law Enforcement Ceremony in Woodruff Park. All of these activities focused on the American Bar Association theme of Realizing the Dream: Equality for All!

 The Camden County Bar Association’s 2013 Law Day celebration was held in conjunction with their high school scholarship program. Graduating seniors were invited to submit an essay describing a law and its impact on society or a lawyer and his/her impact on society. A panel of bar members graded the essays and selected a winner who received a $1,000 college scholarship, which was presented on May 21.

 The Cobb County Bar Association featured the following events in support of Law Day: (1) annual “Are You Smarter than a 6th Grader?” contest with Cobb Bar Members competing against the Marietta Sixth Grade Academy, our Partner in Education; (2) Law Day Breakfast; (3) Law Day Awards Luncheon; (4) Law Day Classic Golf Tournament hosted by the Cobb YLD and benefitting the Children’s Emergency Fund; and (5) Annual Law Day Spring Social with all proceeds benefitting the Children’s Emergency Fund.

 The Dougherty County Bar Association celebrated Law Day throughout the months of April and May with many wonderful events including the following: (1) On April 9th Darton State College hosted "Law Day at Darton," a symposium for students interested in legal careers; (2) members of the local Bar, including representatives from the District Attorney's Office, spoke at various schools during the month of April; (3) on April 17th a Law Day Forum was held at Albany Technical College; (4) on April 22nd the Dougherty Circuit Bar Association held its annual Law Day Banquet, which honored Justice Benham of the Supreme Court of Georgia; and (5) there was also an essay contest, courthouse tours, and a Law at the Library series held during the month of April.

132  The Fayette County Bar Association planned the following programming in support of Law Day 2013 to take place throughout May: Bicycles for Kids, Domestic Workshop, Fayette Senior Services, and the Georgia Legal Food Frenzy.

 The Gate City Bar Association's Community Law Clinic was held on Saturday, May 18, from 12:00 - 4:00 p.m at Greenbriar Mall.

 The Georgia Association of Black Women Attorneys (GABWA)/Gate City Law Day at Cascade United Methodist Church hosted by GABWA and the Gate City Bar Association was held on Sunday, May 19 at 9:00 a.m. The Gate City Bar Association's Past President, Clarence R. Johnson, Jr., Esq. was the speaker.

 The Georgia Association of Black Women Attorneys (GABWA) sponsored and/or partnered with other organizations to sponsor multiple Law Day events in April and May including: (1) Partnering with the Atlanta Bar for the April 22nd event at the National Center for Civil and Human Rights; (2) Law Day Fair on May 3rd; (3) Street Law Clinics on May 9, and May 14 in partnership with Fulton Leadership Academy and The Study Hall. GABWA members taught a "Street Law" lesson on the criminal justice system; (4) On May 3rd, GABWA partnered with the Fulton County Juvenile Court and other bar associations and hosted a Law Day Fair at the Romae T. Powell Justice Center; and (5) on May 3rd, the Law Day Fair was followed by a Law Day Ceremony at the Romae T. Powell Justice Center.

 The Gwinnett County Bar Association held many incredible events in support of Law Day 2013, which included the following: (1) Law Day Banquet on April 19th; (2) Great Day of Service on April 27th, where attendees partnered with Habitat for Humanity to construct a house and gave a $1,500 donation to the organization; (3) extensive education program with Gwinnett Public Schools throughout April, which included a poster and essay contest for students, numerous Career Day activities, and a $1,000 college scholarship; (4) Golf Tournament on May 3th; and (5) Judicial Reception on May 9th.

 The Houston County Bar Association celebrated Law Day on May 1st with a presentation of scholarship awards to six graduating high school seniors from Houston County. Each scholarship recipient was awarded a $500 scholarship. The scholarships were awarded based on the student’s academic achievement, letters of recommendation, and a written essay on this year’s Law Day theme, “Realizing the Dream: Equality for All.” They also participated in the Georgia Legal Food Frenzy, which raised $2,215 and donated approximately 300 pounds of food to the Middle Georgia Community Food Bank.

133  The Northeastern Bar Association’s Law Day celebration included the following events: (1) Bowling Tournament; (2) Legal Food Frenzy; (3) Courthouse tours hosted by the local YLD; (4) an essay contest; and (5) a Law Day Luncheon featuring Judge Lawton Stephens from Athens-Clarke County.

Law School Orientations

The COP has partnered with the Commission on Professionalism in planning the Law School Orientations by: 1) COP members serve as Law School Liaisons to assist the law schools in planning the orientations, if needed 2) COP members serve as Attorney Volunteers to facilitate the hypothetical discussions with the law students at the orientations 3) COP members select and/or revise the hypotheticals that will be discussed with all 1Ls at the orientations throughout the state of Georgia

Law School Orientations Hypo Subcommittee

In March 2013, the Law School Orientations Hypo Subcommittee met to discuss and select the hypotheticals that will be utilized in the 2013 Law School Orientations at law schools across Georgia.

Connect With A Colleague Program

This year, the COP created the Connect With A Colleague Program. The program will be fully implemented in July 2013 throughout the state.

Connect With a Colleague Subcommittee

In March 2013, the Connect with a Colleague Subcommittee met and developed the framework and objectives of the program. The Subcommittee will continue to work on the program until it concludes at the end of July.

The Framework of the Program

During the month of July, the COP will invite all attorneys and judges to participate in its inaugural Connect with a Colleague Program, which is designed to promote the COP's mission to advance professionalism in the practice of law. The Connect with a Colleague Program creates an opportunity for Georgia's lawyers to fellowship with one another with the

134 dual goals of encouraging civility and professionalism in our legal community. By fostering civility and professionalism, the Connect with a Colleague Program will not only benefit the legal community, but also our respective clients and the public at large. To participate in the Connect with a Colleague Program, we will ask attorneys to simply invite an adversary, fellow dealmaker, mentor/mentee, or any other attorney who they would like to know better to a lunch, dinner, coffee, or happy hour. Attorneys who register for the program by June 27 and submit their entries by July 7 will be eligible for a drawing for gift cards. The program will run from July 1 through July 31, 2013. Other COP Efforts

In the 2012-2013 Bar year, the COP co-sponsored the Convocation on Professionalism that was hosted by the Supreme Court Justices' Commission on Professionalism in November 2012. The COP unanimously voted to serve as a sponsor by donating $500 for the Convocation. Furthermore, COP Chair Joy Lampley Fortson and Vice-Chair Elizabeth Fite supported the Convocation by attending the luncheon. The Convocation was well-done and well attended. The COP was proud to have served as a co-sponsor.

135 STATE BAR OF GEORGIA FORMAL INVESTIGATIONS REGARDING THE UNLICENSED PRACTICE OF LAW

Reporting period May 1, 2012, through April 30, 2013

Statistics

Formal Investigations Initiated 110

Nature of Investigation: Regular UPL 44 Paralegal/Document Preparation Service 47 Disbarred/Suspended/Inactive Lawyer 5 Out of State Lawyer 6 Collection Agency 7 Lawyer 1

Source of Investigation: State Bar of Georgia 47 Lawyer 27 Public (Individual) 20 Judge 11 Public (Corporation) 2 Federal Agency 2 State Agency 1

Judicial Districts: District 1 2 District 2 5 District 3 6 District 4 22 District 5 29 District 6 13 District 7 10 District 8 4

136 District 9 14 District 10 5

Formal Investigations Pending 180

Formal Investigations Closed 125

Disposition: Subject agreed to comply 106 Subject referred to prosecutor 8 Subject warned of investigation 5 Subject not found 5 Further Action Unnecessary 1

137 STATE BAR OF GEORGIA COMMISSION ON CONTINUING LAWYER COMPETENCY

TRANSITION INTO LAW PRACTICE PROGRAM

Tangela S. King, Director John T. Marshall, Chair Standards of the Profession Committee

TILPP DIRECTOR’S REPORT TO BOARD OF GOVERNORS

Prepared On May 24, 2013 for 2013 Annual Meeting

I am pleased to present this update on the Transition Into Law Practice program (“TILPP”) since the last report to you. Here is a summary of recent events.

A. Current Beginning Lawyers and Mentors TILPP has completed its seventh (7th) full year of operation. Currently, 1116 Beginning Lawyers are enrolled in TILPP. To date, 6520 Beginning Lawyers have completed TILPP. The Supreme Court of Georgia has appointed 3670 Mentors since TILPP’s inception on January 1, 2006. I am pleased to report that we continue to have more than enough Mentors for all Beginning Lawyers in Outside Mentoring and Inside Mentoring.

As you may know, three types of Mentoring are offered: Inside (Beginning Lawyer works in association with his or her Mentor); Outside (Beginning Lawyer is a sole practitioner and is paired one-on-one with his or her Mentor); or, Group Mentoring (Beginning Lawyer is either unemployed or employed in a non-legal setting).

B. Compliance Rate for Beginning Lawyers The compliance rate for Beginning Lawyers with a TILPP deadline of December 31, 2012 was excellent. According to our records, 94% of Beginning Lawyers complied by the end of the grace period.

C. TILPP Program Within Budget Each FY Since Implementation in 2006 Our department (“Standards of the Profession Committee”) has continued its track record of operating within budget since TILPP inception. We finished FY 12 within budget and expect to finish FY 13 within budget as well.

138 D. Group Mentoring Events Held on August 21, 2012; March 12, 2013; and May 14, 2013 A newly admitted attorney who is unable to find a job faces many challenges in the current economic climate. Our Group Mentoring events represent proactive response by the State Bar of Georgia to these challenges.

Our August 2012 Group Mentoring event included speakers in the areas of professional liability insurance and malpractice as well as speakers who work in alternative legal careers. The speakers included: Douglas V. Chandler, Aubrey Smith, Robert A. Berlin, J. Virgil Costley, Jr., Patricia A. Siuta, and Lenne E. Espenschied.

The March 2013 Group Mentoring event focused on ways to prevent legal malpractice, bankruptcy law, and domestic violence. The speakers included: Ed Alden, Douglas V. Chandler, Vicky Ogawa Kimbrell, and Laura E. Woodson.

Our May 2013 Group Mentoring event allowed newly admitted attorneys who are unemployed to interact in a small group setting with experienced attorneys representing a diversity of backgrounds, work experiences, and practice areas. Our discussion leaders for this event included: Eric A. Ballinger, Shannan S. Collier, Jan Hankins, Evan Kaine, Monica Khant, Elaine G. Levine, Charles C. Olson, Daryl A. Robinson, and Brian “Buck” Rogers. Our next Group Mentoring event is August 20, 2013.

I appreciate the efforts of our volunteer speakers as well as the excellent work by Larry Jones and his ICLE staff in facilitating the Group Mentoring events.

E. Speaking Invitations for Georgia and National Organizations Several speaking invitations are/were scheduled for the following Georgia organizations during 2012 and 2013.

Sept. 7-8, 2012 - GABWA/Gate City Bar 5th Annual Black Law Students Retreat Panelist for session on Professionalism and Ethics

Oct. 4-6, 2012 - National Mentoring Consortium Symposium at the University of St. Thomas School of Law in Minneapolis, MN Panelist for session on Leading Your Formal Program Through Leadership Transition

139

Oct. 10, 2012 - Webinar on TILPP for SFSP Section of Atlanta Bar Association

Oct. 27, 2012 - GABWA Professional Development Academy Panelist for session on Having a Mentor

Nov. 1, 2012 - LPM Solo & Small Firm Seminar Panelist for session on Legal Staffing War Stories

Nov. 15, 2012 - Convocation on Professionalism Panelist for session on Preparing Practice-Ready Attorneys What is a Practice-Ready Attorney?

June 28, 2013 - Florida Bar Association Annual Meeting The Changing Face of the Legal Profession and the Need for Mentoring

F. TILPP’s Current and Former Directors Features at National Legal Mentoring Consortium’s Symposium The TILPP leadership transition was presented as a model at the National Legal Mentoring Consortium’s symposium in Minneapolis, MN. The purposes of the National Legal Mentoring Consortium are to encourage mentoring in the legal profession; to provide a venue for the exchange of ideas related to mentoring in the legal profession; and to provide resources to aid in the successful creation and operation of mentoring initiatives within law firms, bar organizations, law schools, courts, and other entities within the legal profession.

“Managing Mentoring Programs in a Time of Change” took place on October 4-6, 2012. Judges and attorneys from across the country discussed ways to create and sustain mentoring programs in the legal profession. The former TILPP Director, Douglas Ashworth, and I presented a session on “Leading Your Formal Program Through Leadership Transition.” We provided suggestions and resources to help programs prepare for and survive changes in leadership. John Baldwin, Executive Director of the Utah State Bar, also made a separate presentation on this topic.

140 The conference was co-sponsored by the University of St. Thomas School of Law, the National Legal Mentoring Consortium, and the Nelson Mullins Riley and Scarborough Center on Professionalism.

G. TILPP Director Serves as Speaker at Atlanta Bar Association SPSF Section’s “Starting Your Law Firm” Webinar Series The Atlanta Bar Association’s Solo Practice/Small Firm Section will be presenting a series of six CLE webinars on “Starting Your Law Firm” in 2012-2013. On October 10, 2012, I was one of the featured presenters for the first webinar session. I discussed the history of the State Bar of Georgia’s mentoring program; outlined the program’s goal; and described how beginning lawyers comply with the mentoring and CLE components of the program.

H. TILPP Director Speaks to Participants in GABWA’s Professional Development Academy On October 27, 2012, I spoke at GABWA’s Professional Development Academy on the topic “Having a Mentor.” The Academy is an intensive professional development school that prepares young attorneys with less than five years or practice experience and law students for a successful career that includes leadership and service. As a former solo practitioner, I spoke about the importance of mentoring for beginning lawyers and solo practitioners. Also, I provided tips on how to find a mentor.

I. Mentor Orientation Program Held November 29, 2012 On November 29, 2012, we rewarded TILPP Mentors with complimentary CLE hours by presenting our 2012 Mentor Orientation Program. This event is optional and provides 3 hours of CLE credit for each Mentor who attended the live program or who views the online webcast. Serving as a TILPP Mentor is not an ordinary volunteer opportunity. It is a Supreme Court of Georgia appointment. The continued success of TILPP is due to the professionalism of our Mentor volunteers. To date, the Supreme Court of Georgia has appointed 3670 Mentors.

John T. Marshall continued to do a yeoman’s job of co-chairing the event. An excellent faculty was assembled which included the Honorable Tangela M. Barrie, Avarita Hanson, Natalie Kelly, and Debby Stone. Also, during the event, Charles C. Olson, General Counsel for the Prosecuting Attorneys Council of Georgia, developed a break-out session for prosecutors and

141 solicitors. As always, we appreciate the excellent work of our volunteer speakers and Larry Jones along with his ICLE staff in facilitating this event.

J. New Mentor Resource Manual We have prepared an extensive new Mentor Resource Manual. This resource was provided as a portion of the written materials during the Mentor Orientation Program held on November 29, 2012. The Mentor Resource Manual contains articles and tips to help Mentors start, sustain, and conclude mentoring relationships.

K. TILPP Director Speaks to Augusta Bar Association On December 13, 2013, I spoke at the Update on Georgia Law CLE event sponsored by the Augusta Bar Association at the Savannah Rapids Pavilion in Martinez, GA. I discussed the significance of mentoring for beginning lawyers and the importance of mentoring in her legal career. Also, she provided information on how attorneys can volunteer to serve as TILPP Mentors.

L. The Bencher References Georgia’s TILPP In November 2012, I was contacted by Florida attorney, John Cannizzaro, to discuss mentoring. Based on this discussion, Mr. Cannizzaro prepared an article titled “The Power of Mentoring” for the March/April 2013 issue of The Bencher. The Bencher is the nationally published magazine of the American Inns of Courts. You can find the article using the link below. http://ow.ly/kiY0n

M. Beginning Lawyers Program CLE Held on February 25, 2013 Our annual Beginning Lawyers Program CLE event occurred on February 25, 2013 with over 300 beginning lawyers in attendance. This event is mandatory for all beginning lawyers who are not prosecutors or public defenders. Prosecutors and public defenders attend their own specialized CLE.

The live program was simulcast to our Savannah and Tifton offices. Also, it was taped and is available for video rental/internet streaming. A statewide rebroadcast was facilitated on March 26, 2013. A second statewide rebroadcast is scheduled for October 17, 2013.

142 The Beginning Lawyers Program CLE speakers included: Robin Frazer Clark, Jonathan B. Pannell, Nicki Noel Vaughn, Rebecca Crumrine, Vicky Ogawa Kimbrell, Jane Natalie Wilkes-Shaw, Natalie Kelly, Rita Payne, Hon. Keith R. Blackwell, Henry M. Quillian, III, Paula J. Frederick, Michael Freed, Hon. James G. Bodiford, Dick Donovan, Seth D. Kirschenbaum, Leah Zammit Sudul, Ryan Welsh, Carol V. Clark, and Carmen R. Toledo. Cliff Brashier and Pat Longan continued to do a wonderful job of co-chairing the Beginning Lawyers Program CLE.

We sincerely appreciate the efforts of our volunteer speakers along with Larry Jones and the ICLE staff in facilitating this event.

N. TILPP Director to Serve as Panelist at Florida Bar Annual Meeting I’m scheduled to participate as a panelist in the Student Education and Bar Admission Seminar on Mentoring at the Florida Bar Annual Meeting on Friday, June 28, 2013. The program topic is “The Changing Face of the Legal Profession and the Need for Mentoring.” The annual meeting will be held at the Boca Raton Resort and Club in Boca Raton, Florida.

O. Mentor Pilot Projects in Other States Based Upon TILPP Several states have contacted my office for information about the TILPP implementation process. I have spoken with representatives from the Northern Virginia Bar Association, Tennessee, Louisiana, North Carolina, and Maryland.

The Northern Virginia Bar Association has decided to start a mentoring program. The Virginia State Bar admits around 1500 beginning lawyers each year. Currently, those beginning lawyers attend a mandatory one day professionalism course before they enter the profession. The Northern Virginia Bar Association did not think the one day professionalism course provided enough instruction and support to beginning lawyers. It is anticipated that the Northern Virginia Bar Association’s mentoring program will assist about 100 beginning lawyers each year.

The Tennessee State Bar is exploring the possibility of starting a mandatory mentoring program. I was contacted by a representative from the Tennessee Commission on CLE regarding our program. The representative plans to schedule a visit to the State Bar of Georgia to see how TILPP operates.

143 Attorney Barry H. Grodsky contacted me to discuss implementing a mandatory mentoring program in Louisiana. He will present a report to the Chief Justice of the Supreme Court of Louisiana based on our conversation. Louisiana has about 500 beginning lawyers each year.

Also, North Carolina is in the initial phases of creating a mentoring program. I have spoken to two representatives from the North Carolina State Bar, Suzanne S. Lever, Assistant Ethics Counsel, and Erik Mazzone, Director of the Center for Practice Management. The North Carolina State Bar is conducting research on the best way to implement their program.

Finally, Maryland will implement a voluntary mentoring program later this year. I have spoken with attorney Leigh R. Melton regarding ways to sustain a mentoring program, to recruit mentors, and to budget for program expenses. Currently, Maryland is a voluntary bar with no CLE requirement. Maryland has about 700 beginning lawyers pass the bar each year.

P. Progress Reports For Georgia Organizations Several oral and/or written reports are scheduled to the following Georgia organizations during

2012 and 2013:

Sept. 6, 2012 – Commission on Continuing Lawyer Competency (“CCLC”) April 23, 2013

Oct. 4, 2012 – State Bar Committee on Professionalism Jan. 30, 2013 May 23, 2013

Sept. 21, 2012 – Chief Justice’s Commission on Professionalism Feb. 1, 2013 May 17, 2013

June 22, 2013 – State Bar of Georgia Board of Governors

Q. Agenda/Program Brochures For All TILPP Events Copies of agendas and program brochures for all TILPP related events during Calendar Year 2012 and 2013 are attached for your reference.

144 R. Mentor-Beginning Lawyer List A copy of the Mentor-Beginning Lawyer List is attached for your reference.

S. Summary Mentoring programs for newly admitted attorneys are now underway in various forms and stages throughout the United States. All of this momentum started years ago with the vision, leadership and service of the Standards Committee members, CCLC members, State Bar of Georgia leaders, and the Supreme Court of Georgia. All leadership entities of the State Bar of Georgia should feel proud of having initiated a mandatory mentoring movement that is changing the legal profession in a positive manner.

As always, please contact me with any questions or comments.

END OF REPORT (Attachments Follow)

Contact Information: Tangela S. King Direct Line: 404.527.8703 Email: [email protected]

145 Institute of Continuing Legal Education in Georgia tuesday • August 21, 2012 August 2012 Group Mentoring

NOTE: This event is for newly admitted lawyers in Georgia who are Components of the Transition into Law Practice Program enrolled in the Group Mentoring component of the Transition into Law 1. CLE Component (Regulation (1)(C)(i) to State Bar Rule 8-104 Practice Program (TILPP). Do NOT register for this event if you are not (B)): You must attend mandatory CLE activities. The exact activities enrolled in TILPP, or if you are a prosecutor, solicitor, public defender, depend upon your practice setting. Prosecutors or Solicitors should or if you are enrolled in Inside Mentoring or Outside Mentoring. contact their supervisor or the Prosecuting Attorneys Council of Georgia for applicable CLE activities; Public Defenders should contact TILPP consists of two (2) components: a continuing legal education their supervisor or the Georgia Public Defender Standards Council for (“CLE”) component and a mentoring component. Successful comple- applicable CLE activities. All other Program participants (i.e.—Begin- tion of TILPP satisfies your mandatory CLE requirements for the cal- ning Lawyers who are neither prosecutors nor public defenders) must endar year of your admission and the next succeeding calendar year. complete a minimum of twelve (12) CLE hours, consisting of the Be- (State Bar Rule 8-104 (B)(1)). ginning Lawyers Program (6 CLE hours of credit) and six (6) additional CLE hours of their choice. You will receive information on dates and Attendance at this Group Mentoring event satisfies a portion of the times of the Beginning Lawyers Program at the address you have Mentoring component requirement; it does not satisfy any portion on file with the State Bar of Georgia. of the CLE component requirement—No CLE credit is given for this event. 2. Mentoring Component (Regulation (1)(C)(ii) to State Bar Rule 8-104 (B)): For Group Mentoring participants: each Group Mentoring event generally consists of 3 hours, and you must complete two (2) Co-sponsored by: Group Mentoring events during your assigned Mentoring Period. Generally, those Beginning Lawyers who are admitted after passing Transition into Law the February Bar Examination have their mentoring period tracked beginning the start of the next FISCAL YEAR (July 1–June 30); and, Practice Program (TILPP) those Beginning Lawyers who are admitted after passing the July Bar Examination have their mentoring period tracked beginning the State Bar of Georgia next CALENDAR YEAR (January 1–December 31). You will receive in- formation on dates and times of Group Mentoring events at the address you have on file with the State Bar of Georgia.

CANCELLATION POLICY SEMINAR REGISTRATION POLICY Cancellations reaching ICLE by 5:00 p.m. the day before the seminar Early registrations must be received 48 hours before the seminar. ICLE will accept on- date will receive a registration fee refund less a $15.00 administra- site registrations as space allows. However, potential attendees should call ICLE the day tive fee. Otherwise, the registrant will be considered a “no show” and before the seminar to verify that space is available. All attendees must check in upon will not receive a registration fee refund. Program materials will be arrival and are requested to wear name tags at all times during the seminar. ICLE makes shipped after the program to every “no show.” Designated substitutes every effort to have enough program materials at the seminar for all attendees. When may take the place of registrants unable to attend. demand is high, program materials must be shipped to some attendees.

in person: State Bar of Georgia Headquarters 104 Marietta Street NW • Atlanta, Georgia 30303 for directions please visit http://www.gabar.org

via video conference: Coastal Georgia Office—State Bar Of Georgia 18 E. Bay Street • Savannah, Georgia 31401 space limited to 30 attendees

via video conference: South Georgia Office—State Bar Of Georgia 244 E. Second Street • Tifton, Georgia 31794 space limited to 30 attendees 146 The registration fee for all seminars held at the State Bar of Georgia has been reduced by ICLE in recognition of the Bar’s service to Georgia attorneys. AGENDA

Presiding: Tangela S. King, Director, Transition Into Law Practice Program, State Bar of Georgia, Atlanta

8:15 Registration and continental breakfast 10:15 Working For Your Client and (All attendees must check in upon arrival. A jacket or Negotiating For Your Client sweater is recommended.) (Model Mentoring Plan A, D & I) Robert A. Berlin, Bob Berlin Attorney at Law, The New 8:55 Welcome and Remarks Decision Management Associates, Inc., Macon Tangela S. King J. Virgil Costley, Jr., Retired Judge; Faculty/Program Director, Paralegal Studies/Criminal Justice Programs, 9:00 malpractice insurance and preventing Georgia Piedmont Technical College, Covington malpractice claims Patricia A. Siuta, Mediator, Arbitrator and Attorney; (Model Mentoring Plan C) President, Training and Consulting Division, Henning Douglas V. Chandler, Chandler Law, LLC, Atlanta Mediation and Arbitration Service, Inc., Atlanta Aubrey Smith, Georgia Lawyers Insurance Program, ProAssurance, Fayetteville 11:00 Building Your Practice and TRANSACTIONAL work 10:00 BREAK (Model Mentoring Plan D & G) Lenne E. Espenschied, Professor, Commercial Law- Charlotte School of Law, President & Chief Trainer – Legalease Seminars, Inc., Atlanta

11:45 Questions & Answers Panel of Speakers

12:00 Adjourn

Attendance at this Group Mentoring event satisfies a portion of the Mentoring component requirement; it does not satisfy any portion of the CLE component requirement—No CLE credit is given for this event.

Duplicate registrations may result in Three ways to register: check the ICLE schedule on the web at www.iclega.org multiple charges to your account. A $15 Mail: ICLE • P.O. Box 1885 • Athens, GA 30603-1885 (make check payable to ICLE) administrative fee will apply to refunds Fax: 706-354-4190 (credit card payment must accompany fax to be processed) required because of duplicate registrations. Online: iclega.org (credit card payment only) © 2012 Institute of Continuing Legal Education in Georgia Questions? Call ICLE Atlanta Area: 770-466-0886 • Athens Area: 706–369–5664 • Toll Free: 1–800–422–0893

August 2012 Group mentoring • August 21, 2012 • 8007

EARLY REGISTRATION: $75 NAME______GEORGIA BAR #______ON-SITE REGISTRATION: $95 FIRM/COMPANY______OFFICE PHONE ______I WILL ATTEND: EMAIL______q Atlanta (In person) q Savannah (Video Conference) (for registration confirmation and email notification of seminars, no postcard or brochures will be sent) q Tifton (Video Conference) MAILING ADDRESS______ZIP + 4______STREET ADDRESS______ZIP + 4______CITY______STATE______q I am sight impaired under the ADA and I will contact ICLE immediately to make arrangements. q I have enclosed a check in the amount of $______(See fees at left) q I authorize ICLE to charge the amount of $______(See fees at left) to my q MASTERCARD q VISA q AMERICAN EXPRESS* Credit Card Verification Number: A three-digit number usually located on the back of your credit card; *AmEx is four-digits on the front of the card.

Account #: Early registrations must be received 48 hours before the seminar. Expiration Date: Signature: 147 Institute of Continuing Legal Education in Georgia thursday • November 29, 2012 Mentor Orientation 3 CLE Hours including 1 Ethics Hour • 1 Professionalism Hour

Co-sponsored by:

Standards of the Profession Committee, State Bar of Georgia Transition into Law Practice Program

Seminar will be held at these locations: in person: via video conference: via video conference: State Bar of Georgia Coastal Georgia South Georgia Headquarters State Bar of Georgia State Bar Of Georgia 104 Marietta Street NW 18 E. Bay Street 244 E. Second Street Atlanta, Georgia 30303 Savannah, Georgia 31401 Tifton, Georgia 31794 for directions please visit space limited to 30 attendees space limited to 30 attendees http://www.gabar.org

148 AGENDA

Presiding: John T. Marshall, Chair, Standards of the Profession Committee; State Bar of Georgia; Bryan Cave Powell Goldstein, LLP, Atlanta Tangela S. King, Director, Transition Into Law Practice Program, State Bar of Georgia, Atlanta

8:15 Registration and Continental Breakfast (All attendees must check in upon arrival. A jacket or sweater is recommended.)

9:00 WELCOME and HISTORY OF TRANSITION INTO LAW PRACTICE PROGRAM John T. Marshall

9:15 OVERVIEW OF TRANSITION INTO LAW PRACTICE PROGRAM REQUIREMENTS Tangela S. King

9:30 STATE BAR OF GEORGIA RESOURCES FOR MENTORS AND BEGINNING LAWYERS Natalie R. Kelly, Director, Law Practice Management Program, State Bar of Georgia, Atlanta

10:00 BUILDING EFFECTIVE MENTORING RELATIONSHIPS Debby Stone, Novateur Partners, Atlanta

10:25 BREAK

10:40 GENERATIONAL CONNECTING Avarita Hanson, Executive Director, Chief Justice’s Commission on Professionalism, Atlanta

11:40 PROFESSIONALISM IN MENTORING AND ADMINISTRATION OF OATH AS MENTOR CANCELLATION POLICY Hon. Tangela Hopkins Barrie, Judge, DeKalb County If you are unable to attend, please cancel your registration Superior Court, Decatur by noon, November 28, 2012

12:00 ADJOURN ICLE SEMINAR REGISTRATION POLICY This is a special “invitation only” seminar. Pre-registration is required before noon on November 28, 2012 by com- pleting the attached form and returning it via U.S. mail to ICLE in Georgia • PO Box 1885 • Athens, GA 30603-1885 or via fax at (706) 354-4190, on online to: www.iclega.org/orientation.html

Three ways to register: Questions? Call ICLE Mail: ICLE • P.O. Box 1885 • Athens, GA 30603-1885 Atlanta Area: 770-466-0886 Fax: 706-354-4190 Athens Area: 706–369–5664 Online: www.iclega.org/orientation.html Toll Free: 1–800–422–0893 © 2012 Institute of Continuing Legal Education in Georgia

MENTOR ORIENTATION • November 29, 2012 • 8097 NO FEE NAME______GEORGIA BAR #______FIRM/COMPANY______OFFICE PHONE ______I WILL ATTEND: EMAIL______q Atlanta (In person) (for registration confirmation and email notification of seminars, no postcard or brochures will be sent) q Savannah (Video Conference) q Tifton (Video Conference) MAILING ADDRESS______ZIP + 4______STREET ADDRESS______ZIP + 4______CITY______STATE______Early registrations must be received by noon on Monday, November 9, 2009 q I am sight impaired under the ADA and I will contact ICLE immediately to make arrangements.

149 Institute of Continuing Legal Education in Georgia Beginning Lawyers Program LIVE AT THE STATE BAR IN ATLANTA • Monday, February 25, 2013 VIDEO CONFERENCED TO TIFTON AND SAVANNAH • Monday, February 25, 2013 STATEWIDE REBROADCAST • Tuesday, March 26, 2013

PARTICIPANTS IN THE TRANSITION INTO LAW PRACTICE PROGRAM Please Note: To fulfill initial CLE requirements, lawyers who are newly admitted This program is not required for prosecutors, solicitors and pub- to the State Bar of Georgia are required to take this seminar and any lic defenders. Each of these groups has its separate mentoring other six-hour CLE course of their choosing during the year in which and CLE programs. they are admitted or the following calendar year.

Addresses for the live and Video Conference Programs

in person: via video conference: via video conference: State Bar of Georgia Coastal Georgia Office South Georgia Office Headquarters State Bar Of Georgia State Bar Of Georgia 104 Marietta Street NW 18 East Bay Street 244 East Second Street Atlanta, Georgia 30303 Savannah, Georgia 31401 Tifton, Georgia 31794 for directions please visit: http://www.gabar.org

Space limited to 300 Attendees space limited to 30 attendees space limited to 30 attendees

Three ways to register: check the ICLE schedule on the web at www.iclega.org Duplicate registrations may result in multiple charges to your account. A $15 Mail: ICLE • P.O. Box 1885 • Athens, GA 30603-1885 (make check payable to ICLE) administrative fee will apply to refunds Fax: 706-354-4190 (credit card payment must accompany fax to be processed) required because of duplicate registrations.

Online: iclega.org (credit card payment only) © 2013 Institute of Continuing Legal Education in Georgia Questions? Call ICLE Atlanta Area: 770-466-0886 • Athens Area: 706–369–5664 • Toll Free: 1–800–422–0893

BEGINNING LAWYERS PROGRAM • LIVE/VIDEO CONFERENCE • February 25, 2013 • 8172 NAME______GEORGIA BAR #______FIRM/COMPANY______OFFICE PHONE (______)______vEMAIL______(for registration confirmation and email notification of seminars, no postcard or brochures will be sent) MAILING ADDRESS______ZIP + 4______-______STREET ADDRESS______(for UPS) ZIP + 4______-______CITY______STATE______registration fee: $95

To register check location: q AtlANTA (LIVE) q SAVANNAH (VIDEO CONFERENCE) q TIFTON (VIDEO CONFERENCE) q I have enclosed a check for the registration fee. q I authorize ICLE to charge the registration fee to my q MASTERCARD q VISA q AMERICAN EXPRESS* q I am unable to attend. Please send written materials and bill me for the cost of materials only. Sorry, no phone orders! q I am sight impaired under the ADA, and I will contact ICLE immediately to make arrangements.

Credit Card Verification Number: A three-digit number usually located on Account # / the back of your credit card; *AmEx is four-digits on the front of the card. Expiration Date: Signature:

BEGINNING LAWYERS PROGRAM • REBROADCAST • March 26, 2013 • 8173 NAME______GEORGIA BAR #______FIRM/COMPANY______OFFICE PHONE (______)______vEMAIL______(for registration confirmation and email notification of seminars, no postcard or brochures will be sent) MAILING ADDRESS______ZIP + 4______-______STREET ADDRESS______(for UPS) ZIP + 4______-______CITY______STATE______registration fee: $95

To register check location: (see reverse side of brochure for the address of each location) q albany q Athens q Atl./GA Bar Center q Augusta q Columbus q dalton q kennesaw q Savannah q tifton q Valdosta q I have enclosed a check for the registration fee. q I authorize ICLE to charge the registration fee to my q MASTERCARD q VISA q AMERICAN EXPRESS* q I am unable to attend. Please send written materials and bill me for the cost of materials only. Sorry, no phone orders! q I am sight impaired under the ADA, and I will contact ICLE immediately to make arrangements.

Credit Card Verification Number: A three-digit number usually located on Account # / the back of your credit card; *AmEx is four-digits on the front of the card. Expiration Date: Signature: 150 The registration fee for all seminars held at the State Bar of Georgia has been reduced by ICLE in recognition of the Bar’s service to Georgia attorneys. AGENDA

Presiding: Tangela S. King, Director, Transition into Law Practice Program, State Bar of Georgia, Atlanta Cliff Brashier, Executive Director, State Bar of Georgia, Atlanta Prof. Patrick E. Longan, Bootle Chair in Ethics and Professionalism, Walter F. George School of Law, Mercer University, Macon

8:00 Registration (All attendees must check in upon 10:50 BREAK arrival. A jacket or sweater is recommended.) 11:05 Greetings From the judiciary 8:45 WELCOME TO THE STATE BAR OF GEORGIA Hon. Keith R. Blackwell, Justice, Supreme Court of Robin Frazer Clark, President, State Bar of Georgia; Georgia, Atlanta Robin Frazer Clark, P.C., Atlanta 11:20 STARTING A LAWSUIT: THE WHYS AND WHEREFORES 9:00 GREETINGS FROM THE YOUNG LAWYERS DIVISION OF REQUIRED PROCEDURES AND DOCUMENTS Jonathan B. Pannell, President, Young Lawyers Division, Henry M. Quillian, III, Taylor English Duma LLP, Atlanta State Bar of Georgia; Grey Pannell & Woodward LLP, Savannah 12:20 LUNCH

9:15 Three WAYS THE STATE BAR HELPS START 1:00 HOW TO AVOID MALPRACTICE YOUR CAREER J. Randolph Evans, Co-Author, Georgia Legal Malpractice • TILPP Law; McKenna Long & Aldridge LLP, Atlanta & • CLE Opportunities Washington D.C. • Pro Bono Opportunities and Training Shari Lynn Klevens, Co-Author, Georgia Legal Malpractice Tangela S. King Law; McKenna Long & Aldridge LLP, Atlanta & Washington D.C. 9:30 state bar of Georgia sections and programs • Child Protection and Advocacy 2:00 BREAK (Proceed to breakout session of choice) • Family Law • Family Violence Project 2:30 BREAKOUT SESSIONS • Tort and Insurance Law Nicki Noel Vaughan, Chief Assistant, Public Defender, ACTING FOR YOUR CLIENT Northeastern Judicial Circuit, Gainesville (This breakout session is available for the Live, Video Kelly A. Miles, Smith, Gilliam, Williams & Miles PA, Conference and Rebroadcast locations) Gainesville Moderator: Patrick E. Longan Vicky Ogawa Kimbrell, Georgia Legal Services Program, Panelists: Atlanta Hon. James G. Bodiford, Judge, Superior Court, Cobb Jane Natalie Wilkes-Shaw, Sharon W. Ware & Associates, Judicial Circuit, Marietta Atlanta Dick Donovan, District Attorney, Paulding County, Dallas Seth D. Kirschenbaum, Nick Lotito & Seth Kirschenbaum, 10:00 Two wAYS THE STATE BAR enhances Atlanta your career Leah Zammit Sudul, Jacobs & King LLC, Atlanta • Law Practice Management • Fastcase HOW TO SUCCEED AS AN ASSOCIATE Natalie Kelly, Director, Law Practice Management Program, (This breakout session is available for the Live location State Bar of Georgia, Atlanta only) Moderator: Ryan Walsh, Robbins Geller Rudman & Dowd, 10:20 FOUR WAYS THE STATE BAR protects your law Atlanta License Panelists: • Unauthorized Practice of Law Carol V. Clark, Law Offices of CarolV. Clark, Atlanta • Consumer Assistance Program Jeanine G. Garvie, McKenna Long & Aldridge LLP, • Fee Arbitration Program Atlanta • Lawyers Assistance Program Carmen R. Toledo, King & Spalding LLP, Atlanta Rita Payne, Director, Fee Arbitration, State Bar of Georgia, Atlanta 3:30 ADJOURN

10:40 THREE WAYS THE STATE BAR SERVES AND ADVOCATES FOR YOU • Membership • State Bar Center • Legislature Cliff Brashier

Refer to the registration form and check the REBROADCAST location you plan to attend.

Albany ��������������������������������� Darton College—Allied Health/Community Services Bldg. Columbus ��������������������������� Columbus State Univ.—Elizabeth Bradley Turner Ctr., (Bldg. J), 2400 Gillionville Rd. (use East entrance), Rm 115 corner of E. Lindsey & College Dr., Rm 215 Athens ��������������������������������� ICLE, A.G. Cleveland Bldg., 248 Prince Ave. Dalton ���������������������������������� NW Georgia Trade & Convention Ctr, 2211 Dug Gap Battle Rd. Atlanta—Ga. Bar ������������ Georgia Bar Center. 104 Marietta St. NW (Corner of Marietta & Kennesaw ��������������������������� Kennesaw State University—Continuing Education, 3333 Busbee Drive, South Entrance, Rm 235 Spring) Savannah ��������������������������� State Bar of Georgia, Coastal GA Office, 18 E. Bayt. S Augusta ������������������������������� Augusta State University—Washington Hall, Rm 116, Tifton ������������������������������������ State Bar of Georgia, South Georgia Office, 244 E. 2nd St. NW 2500 Walton Way (or Washington Hall Towers 3rd Floor) Valdosta ������������������������������ Valdosta State University—Regional Ctr. for Continuing Education, 903 N. Patterson St. (Park in Rear)

CANCELLATION POLICY SEMINAR REGISTRATION POLICY Cancellations reaching ICLE by 5:00pm, the day before the seminar Early registrations must be received 48 hours before the seminar. ICLE will accept on- date will receive a registration fee refund less a $15.00 administra- site registrations as space allows. However, potential attendees should call ICLE the day tive fee. Otherwise, the registrant will be considered a “no show” and before the seminar to verify that space is available. All attendees must check in upon ICLE will not receive a registration fee refund. Program materials will be arrival and are requested to wear name tags at all times during the seminar. ICLE makes shipped after the program to every “no show.” Designated substitutes every effort to have enough program materials at the seminar for all attendees. When may take the place of registrants unable to attend. demand is high, program materials must be shipped to some attendees. 151 Institute of Continuing Legal Education in Georgia tuesday • March 12, 2013 March 2013 Group Mentoring

NOTE: This event is for newly admitted lawyers in Georgia who are Components of the Transition into Law Practice Program enrolled in the Group Mentoring component of the Transition into Law 1. CLE Component (Regulation (1)(C)(i) to State Bar Rule 8-104 Practice Program (TILPP). Do NOT register for this event if you are not (B)): You must attend mandatory CLE activities. The exact activities enrolled in TILPP, or if you are a prosecutor, solicitor, public defender, depend upon your practice setting. Prosecutors or Solicitors should or if you are enrolled in Inside Mentoring or Outside Mentoring. contact their supervisor or the Prosecuting Attorneys Council of Georgia for applicable CLE activities; Public Defenders should contact TILPP consists of two (2) components: a continuing legal education their supervisor or the Georgia Public Defender Standards Council for (“CLE”) component and a mentoring component. Successful comple- applicable CLE activities. All other Program participants (i.e.—Begin- tion of TILPP satisfies your mandatory CLE requirements for the cal- ning Lawyers who are neither prosecutors nor public defenders) must endar year of your admission and the next succeeding calendar year. complete a minimum of twelve (12) CLE hours, consisting of the Be- (State Bar Rule 8-104 (B)(1)). ginning Lawyers Program (6 CLE hours of credit) and six (6) additional CLE hours of their choice. You will receive information on dates and Attendance at this Group Mentoring event satisfies a portion of the times of the Beginning Lawyers Program at the address you have Mentoring component requirement; it does not satisfy any portion on file with the State Bar of Georgia. of the CLE component requirement—No CLE credit is given for this event. 2. Mentoring Component (Regulation (1)(C)(ii) to State Bar Rule 8-104 (B)): For Group Mentoring participants: each Group Mentoring event generally consists of 3 hours, and you must complete two (2) Co-sponsored by: Group Mentoring events during your assigned Mentoring Period. Generally, those Beginning Lawyers who are admitted after passing Transition into Law the February Bar Examination have their mentoring period tracked beginning the start of the next FISCAL YEAR (July 1–June 30); and, Practice Program (TILPP) those Beginning Lawyers who are admitted after passing the July Bar Examination have their mentoring period tracked beginning the State Bar of Georgia next CALENDAR YEAR (January 1–December 31). You will receive in- formation on dates and times of Group Mentoring events at the address you have on file with the State Bar of Georgia.

CANCELLATION POLICY SEMINAR REGISTRATION POLICY Cancellations reaching ICLE by 5:00 p.m. the day before the seminar Early registrations must be received 48 hours before the seminar. ICLE will accept on- date will receive a registration fee refund less a $15.00 administra- site registrations as space allows. However, potential attendees should call ICLE the day tive fee. Otherwise, the registrant will be considered a “no show” and before the seminar to verify that space is available. All attendees must check in upon ICLE will not receive a registration fee refund. Program materials will be arrival and are requested to wear name tags at all times during the seminar. ICLE makes shipped after the program to every “no show.” Designated substitutes every effort to have enough program materials at the seminar for all attendees. When may take the place of registrants unable to attend. demand is high, program materials must be shipped to some attendees.

Seminar will be held at these locations: in person: via video conference: via video conference: State Bar of Georgia Coastal Georgia South Georgia Headquarters State Bar of Georgia State Bar Of Georgia 104 Marietta Street NW 18 E. Bay Street 244 E. Second Street Atlanta, Georgia 30303 Savannah, Georgia 31401 Tifton, Georgia 31794 for directions please visit space limited to 30 attendees space limited to 30 attendees http://www.gabar.org

152 The registration fee for all seminars held at the State Bar of Georgia has been reduced by ICLE in recognition of the Bar’s service to Georgia attorneys. AGENDA

Presiding: Tangela S. King, Director, Transition Into Law Practice Program, State Bar of Georgia, Atlanta

8:15 Registration and Continental 10:20 bankruptcy law Breakfast (All attendees must check (Model Mentoring Plan A, D & I) in upon arrival. A jacket or sweater is Laura E. Woodson, Scroggins & Williamson, recommended.) P.C., Atlanta

8:45 Welcome and program overview 10:50 Questions and Answers Tangela S. King 10:55 how to deal with domestic violence 9:00 malpractice insurance and issues in your practice preventing malpractice claims (Model Mentoring Plan A & D) (Model Mentoring Plan C & D) Vicky Ogawa Kimbrell, Georgia Legal Ed Alden, Alden & Associates, Inc., Atlanta Services Program, Atlanta Douglas V. Chandler, Chandler Law LLC, Atlanta 11:55 Questions and Answers

10:00 Questions and Answers 12:00 Adjourn

10:05 BREAK

Attendance at this Group Mentoring event satisfies a portion of the Mentoring component requirement; it does not satisfy any portion of the CLE component requirement—No CLE credit is given for this event.

Duplicate registrations may result in Three ways to register: check the ICLE schedule on the web at www.iclega.org multiple charges to your account. A $15 Mail: ICLE • P.O. Box 1885 • Athens, GA 30603-1885 (make check payable to ICLE) administrative fee will apply to refunds Fax: 706-354-4190 (credit card payment must accompany fax to be processed) required because of duplicate registrations. Online: iclega.org (credit card payment only) © 2013 Institute of Continuing Legal Education in Georgia Questions? Call ICLE Atlanta Area: 770-466-0886 • Athens Area: 706–369–5664 • Toll Free: 1–800–422–0893

March 2013 Group mentoring • March 12, 2013 • 8187

EARLY REGISTRATION: $65 NAME______GEORGIA BAR #______ON-SITE REGISTRATION: $85 FIRM/COMPANY______OFFICE PHONE ______I WILL ATTEND: EMAIL______q Atlanta (In person) q Savannah (Video Conference) (for registration confirmation and email notification of seminars, no postcard or brochures will be sent) q Tifton (Video Conference) MAILING ADDRESS______ZIP + 4______STREET ADDRESS______ZIP + 4______CITY______STATE______q I am sight impaired under the ADA and I will contact ICLE immediately to make arrangements. q I have enclosed a check in the amount of $______(See fees at left) q I authorize ICLE to charge the amount of $______(See fees at left) to my q MASTERCARD q VISA q AMERICAN EXPRESS* Credit Card Verification Number: A three-digit number usually located on the back of your credit card; *AmEx is four-digits on the front of the card.

Account #: Early registrations must be received 48 hours before the seminar. Expiration Date: Signature: 153 Institute of Continuing Legal Education in Georgia tuesday • May 14, 2013 May 2013 Group Mentoring

NOTE: This event is for newly admitted lawyers in Georgia who are Components of the Transition into Law Practice Program enrolled in the Group Mentoring component of the Transition into Law 1. CLE Component (Regulation (1)(C)(i) to State Bar Rule 8-104 Practice Program (TILPP). Do NOT register for this event if you are not (B)): You must attend mandatory CLE activities. The exact activities enrolled in TILPP, or if you are a prosecutor, solicitor, public defender, depend upon your practice setting. Prosecutors or Solicitors should or if you are enrolled in Inside Mentoring or Outside Mentoring. contact their supervisor or the Prosecuting Attorneys Council of Georgia for applicable CLE activities; Public Defenders should contact TILPP consists of two (2) components: a continuing legal education their supervisor or the Georgia Public Defender Standards Council for (“CLE”) component and a mentoring component. Successful comple- applicable CLE activities. All other Program participants (i.e.—Begin- tion of TILPP satisfies your mandatory CLE requirements for the cal- ning Lawyers who are neither prosecutors nor public defenders) must endar year of your admission and the next succeeding calendar year. complete a minimum of twelve (12) CLE hours, consisting of the Be- (State Bar Rule 8-104 (B)(1)). ginning Lawyers Program (6 CLE hours of credit) and six (6) additional CLE hours of their choice. You will receive information on dates and Attendance at this Group Mentoring event satisfies a portion of the times of the Beginning Lawyers Program at the address you have Mentoring component requirement; it does not satisfy any portion on file with the State Bar of Georgia. of the CLE component requirement—No CLE credit is given for this event. 2. Mentoring Component (Regulation (1)(C)(ii) to State Bar Rule 8-104 (B)): For Group Mentoring participants: each Group Mentoring event generally consists of 3 hours, and you must complete two (2) Co-sponsored by: Group Mentoring events during your assigned Mentoring Period. Generally, those Beginning Lawyers who are admitted after passing Transition into Law the February Bar Examination have their mentoring period tracked beginning the start of the next FISCAL YEAR (July 1–June 30); and, Practice Program (TILPP) those Beginning Lawyers who are admitted after passing the July Bar Examination have their mentoring period tracked beginning the State Bar of Georgia next CALENDAR YEAR (January 1–December 31). You will receive in- formation on dates and times of Group Mentoring events at the address you have on file with the State Bar of Georgia.

CANCELLATION POLICY SEMINAR REGISTRATION POLICY Cancellations reaching ICLE by 5:00 p.m. the day before the seminar Early registrations must be received 48 hours before the seminar. ICLE will accept on- date will receive a registration fee refund less a $15.00 administra- site registrations as space allows. However, potential attendees should call ICLE the day tive fee. Otherwise, the registrant will be considered a “no show” and before the seminar to verify that space is available. All attendees must check in upon ICLE will not receive a registration fee refund. Program materials will be arrival and are requested to wear name tags at all times during the seminar. ICLE makes shipped after the program to every “no show.” Designated substitutes every effort to have enough program materials at the seminar for all attendees. When may take the place of registrants unable to attend. demand is high, program materials must be shipped to some attendees.

Seminar will be held at: State Bar of Georgia Headquarters 104 Marietta Street NW • Atlanta, Georgia For Directions Please Visit http://www.gabar.org/ To make hotel room reservations, call: Embassy Suites phone: 1-800-Hilton • The Glenn phone: 404-521-2250 Hilton Garden Inn phone: 404-577-2001 • The Omni phone: 404-818-4334 Ask for the State Bar of Georgia’s negotiated corporate rate.

154 The registration fee for all seminars held at the State Bar of Georgia has been reduced by ICLE in recognition of the Bar’s service to Georgia attorneys. AGENDA

Presiding: Tangela S. King, Director, Transition Into Law Practice Program, State Bar of Georgia, Atlanta

8:15 Registration and Continental Breakfast 9:00 mentoring breakout groups—session one (All attendees must check in upon arrival. A jacket or (CHOOSE ONE) sweater is recommended.) 9:50 Break (Proceed to Second Breakout Group of Your 8:45 Welcome and program overview Choice) Tangela S. King 10:00 mentoring breakout groups—session two 8:50 INTRODUCTION OF MENTORING BREAKOUT (CHOOSE ONE) GROUP LEADERS (Model Mentoring Plan A, C, D & H) 10:50 break (Proceed to Third Breakout Group of Your Choice) Eric A. Ballinger, The Law Office of Eric A. Ballinger, LLM, P.C., Canton 11:00 mentoring breakout groups—session three Shannan S. Collier, The Law Office of Shannan S. Collier, (CHOOSE ONE) P.C., Atlanta Evan Kaine, Kaine Law, LLC, Atlanta 12:00 Adjourn Monica Khant, Georgia Asylum and Immigration Network, Atlanta Elaine G. Levine, Manning, Levine & Marlow, LLP, Atlanta Charles C. Olson, Prosecuting Attorneys’ Council of Georgia, Atlanta Daryl A. Robinson, Georgia Department of Law, Atlanta Brian “Buck” Rogers, Fried Rogers Goldberg, LLC, Atlanta

8:55 break (Proceed to First Breakout Group of Your Choice)

Attendance at this Group Mentoring event satisfies a portion of the Mentoring component requirement; it does not satisfy any portion of the CLE component requirement—No CLE credit is given for this event.

Duplicate registrations may result in Three ways to register: check the ICLE schedule on the web at www.iclega.org multiple charges to your account. A $15 Mail: ICLE • P.O. Box 1885 • Athens, GA 30603-1885 (make check payable to ICLE) administrative fee will apply to refunds Fax: 706-354-4190 (credit card payment must accompany fax to be processed) required because of duplicate registrations. Online: iclega.org (credit card payment only) © 2013 Institute of Continuing Legal Education in Georgia Questions? Call ICLE Atlanta Area: 770-466-0886 • Athens Area: 706–369–5664 • Toll Free: 1–800–422–0893

may 2013 Group mentoring • May 14, 2013 • 8260 NAME______GEORGIA BAR #______FIRM/COMPANY______OFFICE PHONE (______)______EMAIL______(for registration confirmation and email notification v of seminars, no postcard or brochures will be sent) MAILING ADDRESS______ZIP + 4______-______STREET ADDRESS (for UPS)______ZIP + 4______-______

CITY______STATE______early registration fee: $65 on-site registration fee: $85 q I am sight impaired under the ADA, and I will contact ICLE immediately to make arrangements. q I am unable to attend. Please send written materials and bill me for the cost of materials only. Sorry, no phone orders! q I have enclosed a check for the early registration fee received 48 hours before the seminar. q I authorize ICLE to charge the early registration fee to my q MASTERCARD q VISA q AMERICAN EXPRESS* Credit Card VerificationN umber: A three-digit number Account # / usually located on the back of your credit card; *AmEx is four-digits on the front of the card. Expiration Date: Signature: 155 STATE BAR OF GEORGIA COMMISSION ON CONTINUING LAWYER COMPETENCY

TRANSITION INTO LAW PRACTICE PROGRAM

MEMORANDUM

TO: Judicial Council of Georgia State Bar of Georgia Executive Committee State Bar of Georgia Board of Governors

CC: John Marshall; Cliff Brashier; Sharon Bryant; Avarita Hanson

FROM: Tangela S. King, Esq., TILPP Director

RE: Mentor/Beginning Lawyer List - Transition Into Law Practice Program (“TILPP”)

DATE: May 24, 2013

1. Mentor – Beginning Lawyer Listing: The annual listing of Mentor - Beginning Lawyer assignments is attached for your review.

2. Transition Into Law Practice Program (“TILPP”) Description and Components: TILPP replaced “Bridge the Gap”. The goal of TILPP is to provide professional guidance and counsel to assist Beginning Lawyers in acquiring the practical skills, judgment, and professional values necessary to practice law in a highly competent manner. TILPP consists of two (2) components: (1) a continuing legal education component and (2) a mentoring component. Successful completion of both components satisfies the mandatory CLE requirements for the year of admission and the next calendar year.

3. Mentoring Component: TILPP utilizes three (3) forms of mentoring: Inside Mentoring, Outside Mentoring, and Group Mentoring. With Inside Mentoring, the Mentor comes from within the law firm or organization. In Outside Mentoring, the Beginning Lawyer is a solo practitioner who is assigned to a Mentor. Group Mentoring was developed for Beginning Lawyers who are either unemployed or employed in a non-legal setting. Participants in the Group Mentoring category are assigned to groups led by Mentors.

Serving As A Mentor: The Supreme Court of Georgia appoints Mentors. Minimum qualifications for appointment may be viewed at: http://www.gabar.org/membership/tilpp/upload/mentor_volunteer_form.pdf.

4. Continuing Legal Education (“CLE”) Component: Beginning Lawyers must attend mandatory CLE activities. The CLE activities depend on the Beginning Lawyers’ practice setting. For example, new prosecutors attend CLE programs developed by the Prosecuting Attorneys Council; new public defenders attend CLE programs developed by the Public Defender Standards Council.

Beginning Lawyers who are neither prosecutors nor public defenders comply with the CLE component by completing twelve (12) hours of CLE activities. The Beginning Lawyer must complete the mandatory Beginning Lawyers Program by ICLE which satisfies six (6) of the twelve (12) hours requirement. The Beginning Lawyer has a choice with regards to the remaining six (6) hours of CLE activities. We encourage participants to select CLE courses that are pertinent to their practice area(s).

5. For More Information: See http://www.gabar.org/membership/tilpp/index.cfm.

I am always available to answer your questions at 404.527.8703 or [email protected].

104 Marietta Street NW, Suite 100 Atlanta, Georgia 30303 (404) 527-8704 [email protected]

156 STATE BAR OF GEORGIA COMMISSION ON CONTINUING LAWYER COMPETENCY

TRANSITION INTO LAW PRACTICE PROGRAM

Tangela S. King, Director John T. Marshall, Chair Standards of the Profession Committee

Mentor & Beginning Lawyer List The attached list is arranged by Judicial District, in ascending order. Judicial Circuits are listed alphabetically within each Judicial District. Beginning Lawyers are listed alphabetically by last name within each Judicial Circuit.

THIS LIST IS FOR CALENDAR YEAR 2013 MENTORING ASSIGNMENTS

12 Month Mentoring Periods Correspond with Administration of Bar Examinations.

Beginning Lawyers who pass July Bar get results in October. Their 12 Month Mentoring Period is a Calendar Year (subsequent January 1 – December 31).

Beginning Lawyers who pass February Bar get results in May. Their 12 Month Mentoring Period is a Fiscal Year (subsequent July 1 – June 30).

157 104 Marietta Street NW, Suite 100 Atlanta, Georgia 30303 (404) 527-8704 [email protected]

Assignments Sorted By Beginning Lawyer O - Outside I - Inside B - Both Status Year: 13CY

Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 1 CIRCUIT: ATLANTIC Singh, Channell Veena 216540 Hinesville (I) Stanford, Tina G. Fulton County District Attorney's Office 404-612-4937

CIRCUIT: BRUNSWICK Hayes, Hadley Elizabeth 978661 Brunswick 912-280-9662 (I) Ward, Jeffrey S. Drew Eckl & Farnham LLP 912-280-9662 Sumrall, Margaret Elizabeth 180777 Brunswick 912-554-7072 (I) Gough, Kevin Robert The Gough Firm P.C. 912-262-0565 Wood, Elizabeth Ashley 989302 Brunswick 912-554-7072 (I) Gough, Kevin Robert The Gough Firm P.C. 912-262-0565

CIRCUIT: EASTERN Bailey, Melissa Lottie 804341 Savannah 912-236-3311 (I) Perkins, Benjamin Mason Oliver Maner LLP 912-236-3311 Bankert, Andrew Paul 613630 Savannah 912-395-9035 Group Mentoring DeBacker, Gregory Octave 460143 Savannah 912-238-8833 (I) Crook, Daniel Roy HunterMaclean 912-236-0261 Doan, Sarah Johnson 527463 Savannah (I) Howard, Molly M. Howard & Whatley 912-234-1000 Hinchey, Margaret Lyons 966923 Savannah 912-652-7308 (I) Elmore, Ann McNellis District Attorney's Office 912-652-7308 Ionescu, Andrei Vlad 105204 Savannah 877-283-2745 (I) Conner, David Michael The Conner Law Group, P.C. 877-283-2745 Johnson, Jeremiah Lyle 527699 Savannah Group Mentoring Lawson, Kate Chaplin 399364 Savannah 912-236-0261 (I) Laybourn, Nicholas John Hunter, Maclean, Exley & Dunn, PC 912-236-0261 Mobley, Kara Kristen 821600 Savannah 912-652-7569 Group Mentoring Morgan, Parker Crawford 102982 Savannah 912-236-0261 (I) Smith, Edgar Murray Hunter Maclean Exley & Dunn, P.C. 912-236-0261 Nelson, Kathleen Erin 559231 Savannah 912-231-0507 Group Mentoring

CIRCUIT: WAYCROSS Brooks, James Patrick 732869 Waycross 912-490-3911 (I) Futch, Kenneth E. The Futch Law Firm 912-490-3911 Gibson, Adrienne Jewell 444538 Waycross 912-337-4848 (I) Gibson, Douglas Lamar Judge, State Court 912-283-3858

JAD: 2 CIRCUIT: ALAPAHA

158 Monday, June 03, 2013 Page 1 of 24 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 2 Ditto, Rebekah Maddox 567654 Nashville 229-686-7015 (I) Perryman, Richard Lowery Hamilton & Perryman, LLC 229-686-3000 Hatcher, Joseph Todd 815522 Nashville 229-237-0508 Group Mentoring

CIRCUIT: SOUTHERN Brooks, Niki Drossos 900023 Valdosta 229-245-0090 (I) Wallace, Russell Cotter Wallace Law Group, PC 229-245-0090 Johnson, James Daniel 945397 Valdosta 229-671-2814 (I) Krueger, Wade Nichols Public Defender's Office 229-671-2800 Purvis, William Justin 533856 Valdosta 229-242-2520 (I) Thagard, James Bryant Young Thagard Hoffman Smith & Lawrence 229-242-2520 Swann, Kyle Taylor 505936 Thomasville 229-228-4333 (I) Garner, J. Hamilton Whelchel & Carlton, LLP 229-985-1590 Thigpen, Tommy Lee 688299 Valdosta 229-242-4649 (I) Smith, James R. Smith Hannan & Parker PC 229-242-4649 Veasey, Brooklyn Shanoel 537009 Moultrie 229-616-7070 (I) Still, Kenneth Bruce Public Defender's Office 229-616-7070

CIRCUIT: TIFTON Branch, Tamara Maddox 583916 Tifton 229-382-6135 (I) Pittman, Ross Henry Reinhardt Whitley Summerlin & Pittman PC 229-382-6135

JAD: 3 CIRCUIT: CHATTAHOOCHEE Barre, Kenneth Marc 930966 Columbus 706-324-5606 (I) Anderson, William Curtis Downey & Cleveland, LLP 770-422-3233 Beil, Joshua William 261484 Columbus 706-596-9912 (I) Beil, Jacob Attorney at Law 706-596-9912 Champion, Heather Lynn 683572 Columbus (I) Miller, Charles W. Charles W Miller P.C. 706-565-7795 Duncan, Morgan Elizabeth 159929 Columbus 706-322-1990 (I) Peak, Brandon Lee Butler Wooten & Fryhofer LLP 706-322-1990 Mize, David Lawrence 854694 Columbus 706-243-6220 (I) Vega, Jorge Hatcher Stubbs Land Hollis & Rothschild 706-243-6236 Morris, Katelyn Elizabeth 907385 Columbus 585-721-8584 Group Mentoring Speir, Kelly Renee 229287 Columbus 229-255-2777 (I) Levy, Nathan Cook Levy & Thompson, LLC 229-255-2777 St. John, Mandi Deyerle 386443 Fort Benning Group Mentoring Williams, Christopher D'Oyen 344049 Columbus 706-653-4327 (I) Ranieri, David B. Office of the Solicitor General 706-653-4327

CIRCUIT: HOUSTON Brupbacher, Brian Emerson 140363 Perry 478-224-0224 (I) Walker, Russell Knighton Russell K. Walker, PC 478-224-0224 Daniels, Ronald Edward 540854 Warner Robins 478-287-4104 (I) Lasseter, Robert Jeffrey Burke Lasseter LLC 478-287-6969

159 Monday, June 03, 2013 Page 2 of 24 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 3 Edwards, Eric Zachary 675087 Perry 478-218-4844 Group Mentoring Kalantarian, Negin 149654 Warner Robins 478-971-6580 (I) Rockefeller, A. James Rockefeller Law Center 478-953-6955 Moore, Matthew Chance 590050 Warner Robins 478-328-3200 (I) Moore, H. David Moore Law Firm, LLC 478-328-3200 Patel, Ketan Dineshchandra 595071 Centerville Group Mentoring

CIRCUIT: MACON Benton, Terri Keneshia 868109 Macon 478-749-9922 (I) Stroup, Kim Holland James Bates Brannan Groover LLP 478-749-9929 Bullington, Anna Lipsey 778814 Macon 478-745-9661 (I) Glover, Marcy E. Harris & James 478-745-9661 Davis, William James 190408 Macon 478-749-1750 (I) Allen, Thomas Peter Martin Snow, LLP 478-749-1738 Dorer, David Thomas 934408 Macon 478-742-8441 (I) Dozier, John William David Attorney at Law 478-742-8441 Fletcher, Amy Melissa 530771 Macon 478-749-1751 (I) Stansfield, Jenny Martin Martin Snow LLP 478-749-1724 Goode, Barton Hayes 465035 Macon 478-746-4048 (I) Pitts, Mark Gregory Kenneth S. Nugent P.C. 478-746-4048 Gordon, Jonathan William Gar 126092 Macon 478-992-9767 Group Mentoring Griffin, James Travis 617370 Macon 478-750-8040 (I) Hogue, Franklin James Hogue & Hogue, LLP 478-750-8040 Howard, Elizabeth Sara 628247 Macon 478-621-5672 (I) Grist, Rebecca Holmes Liles Bibb County Solicitor-General 478-621-6572 Hulsey, Ronald Eugene 987416 Macon 478-749-9957 (I) Huyck, Thomas Wayne James Bates Brannan Groover LLP 478-742-4280 Hutcherson, Mary Eva K 617563 Macon 478-476-9110 (O) Bushnell, Scott Thomas Bushnell & Drye, LLC 404-869-1201 Johnson, Lori Ann 563391 Macon 478-301-2794 Group Mentoring McCook, Laura Leigh 338881 Macon 478-742-7400 (I) Skinner, Margrett Ann 478-742-7400 McMichael, John Malcolm 336028 Macon 678-741-0060 (I) Driggers, Benjamin Dave Stone & Driggers, LLC 478-741-0060 Parker, Eric Preston 581349 Macon Group Mentoring Parks, Jacquita Laverne 205537 Macon Group Mentoring Slack, Jonathan Allen 441693 Macon 678-895-6969 Group Mentoring Smith, Andrew Thomas 203118 Macon Group Mentoring Sundeen, Natalie Fears 251602 Macon 770-375-6063 Group Mentoring Weltin, John Lawrence 264352 Macon 478-621-2402 (I) Butler, Frank L. Constangy, Brooks & Smith, LLP 478-750-8600

JAD: 4 CIRCUIT: ROCKDALE

160 Monday, June 03, 2013 Page 3 of 24 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 4 Fortner, Erin Elaine 495179 Conyers 770-929-3100 Group Mentoring Toliver & Gainer 770-929-3100 Overstreet, Damion Ryan 419919 Conyers 770-278-7990 (I) Sullivan, Debra Marie Rockdale County D. A.'s Office 770-278-7947 Perry, Lauryn Alyssa 247666 Conyers 770-278-7990 (I) Sullivan, Debra Marie Rockdale County D. A.'s Office 770-278-7947

CIRCUIT: STONE MOUNTAIN Binkley, William Bruce 903052 Decatur 404-297-3952 (I) Ruth, Harry Steven 770-384-0177 Bowden, Henry Lumpkin 437477 Decatur 404-373-4562 Group Mentoring Charles, Julia Young 464390 Decatur Group Mentoring Foster, Jennifer LaShundra 502458 Lithonia (I) Lister, Steven E. Steven E. Lister, P.C. 770-471-9000 Griffin, Leah 285462 Lithonia (I) Francis, Dennis Clarence 404-232-8909 Henson, Andrew Brian 747269 Decatur 404-378-1290 (I) Vaughn, Christopher D. The Vaughn Law Firm LLC 404-378-1290 Ikpe, Udeme Nsidibe 834161 Decatur Group Mentoring Jones, Jabari Ahmed 843706 Decatur 770-826-7977 Group Mentoring Kaufman, Rachel Melissa 491375 Decatur 678-956-1312 (O) Citron, Jeremy Emanuel 770-878-2552 Kim, Jehae Diana 548575 Decatur (I) Whisnant, David Preston Georgia Law Center For The Homeless 404-681-0680 Lanpher, Sarah Talbot 506480 Decatur 404-294-2642 (I) El-Amin, Fatima A. DeKalb County Child Advocacy Center 404-294-2843 Legette, Ronald Dwayne 672763 Lithonia Group Mentoring Lucas, Crystal Lynn 858623 Stone Mountain 678-242-9303 Group Mentoring Luong, Lisa 529864 Tucker Group Mentoring Mason, Kamau Kessonya 823438 Lithonia 678-526-5310 Group Mentoring Miller, Haniyah Jacquese 685320 Stone Mountain 404-399-0965 Group Mentoring Morrison, Reilly Foster 345271 Tucker 770-939-4616 (I) Lacey, Ruthann P. Ruthann P. Lacey, P.C. 770-939-4616 Murray, Timothy Ian 585479 Decatur 404-771-9787 Group Mentoring Nwaogu, Michelle Jessica 281010 Decatur Group Mentoring Owen, Shawn Alexander 227885 Stone Mountain 770-469-8887 (I) Hughes, Robert W. Robert W. Hughes & Associates PC 770-469-8887 Parsons, Richard Linwood 882961 Decatur 404-294-2084 (I) Wilkerson, Roderick B. Dekalb County D. A.'s Office 404-371-3204 Poulopoulos, Jane Marie 978948 Decatur 215-527-1787 Group Mentoring Thomas, James Churchill Dona 688579 Decatur 404-371-2222 (I) Delan, Letitia Bullock Dekalb Co. Public Defender's Office 404-371-2222 Tobias, Laureen Agnes 354149 Tucker Group Mentoring Tullos, Kristen E. 941093 Decatur 770-817-7540 (I) Mancini, Sarah Bolling Atlanta Legal Aid Society 904-891-7527

161 Monday, June 03, 2013 Page 4 of 24 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 4 Warman, Samuel Jason 309021 Decatur 305-987-9878 (I) Kaufman, Robert J. Kaufman Miller & Forman PC 770-390-9200 Watson, Anne Michelle 587530 Decatur Group Mentoring

JAD: 5 CIRCUIT: Huff, Joshua Christopher 101934 Milton Group Mentoring Tribble, Matthew Allen 294020 Milton 678-598-8535 Group Mentoring

CIRCUIT: ATLANTA Aaron, Amy Cara Willis 674187 Atlanta 404-237-5700 (I) Levine, Jonathan R. Levine & Smith LLC 404-237-5700 Abdus-Saboor, Kinda LaVerne 265918 Atlanta 404-524-5300 (I) Secret, Akil K. The Secret Firm PC 404-524-5300 Abramowicz, Kristen Hillis 500309 Atlanta Group Mentoring Abt, Ellen Veronica 541181 Atlanta 404-463-1054 (I) Infinger, Ann S. Governor's Office of Consumer Protection 404-656-7711 Acolatse, Charles Kwame 706445 Atlanta 314-322-8886 (O) Onyirimba, Charles Chibuike 770-437-1150 Agapova, Oksana Sergeevna 441076 Atlanta 404-287-4396 Group Mentoring Aleem, Cecily Asifa 635682 Atlanta Group Mentoring Alexander, William Arthur 761391 Atlanta 404-917-4483 (O) Thomas, Eileen Eileen Thomas, LLC 770-818-0301 Ali, Heena Amir 799629 Atlanta 404-815-2393 (I) Beauchamp, Todd Wuescher Paul Hastings LLP 404-815-2154 Ammons, Abby Leigh 570288 Atlanta 770-818-1434 (I) Rees, John Scott Freeman Mathis & Gary, LLP 770-818-0000 Anderson, Zechariah David 893340 Atlanta 404-909-8100 (I) Hasbrouck, Peter V. Martenson Hasbrouck & Simon LLP 404-909-8100 Andrzejewski, Sara Marie 759730 Atlanta 404-888-6155 (I) Dietrichs, Mark T. Swift, Currie, McGhee & Hiers, LLP 404-888-6127 Anglin, Edwin Jack 238488 Atlanta Group Mentoring Arborio, Douglas Evans 838104 Atlanta (I) Gillett, Brent Samuel Investment Law Group, LLP 404-456-6465 Azih, Emmanuel 764621 Atlanta 404-653-6466 (I) Johnson, Lori-Ann Finnegan, Henderson, Farabow, Garrett & 404-653-6400 Babcock, Nicole Marie 941204 Sandy Springs 678-592-6635 Group Mentoring Bafas, Eleni Christine 550741 Alpharetta Group Mentoring Bagley, Andrew Michael 959771 Atlanta 404-221-2332 (I) Bomar, Spencer Armpstead Carlock Copeland & Stair LLP 404-221-2321 Banks, Melinda Kelley 866665 Atlanta 404-350-1192 (I) Smiley, Karen Lea Lazega & Johanson 404-350-1192 Barnes, David McMekin 485964 Atlanta 404-572-4619 (I) Tetrick, David King & Spalding LLP 404-572-3526

162 Monday, June 03, 2013 Page 5 of 24 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 5 Batchelor, Brian David 846844 Atlanta 404-581-8192 (I) Zamer, John Edward Jones Day 404-581-8266 Behnia, Asa 756239 Atlanta 678-260-3416 (I) Plybon, William T. Coca-Cola Enterprises Inc 770-989-3141 Bentz, Julie Diane 443443 Atlanta 404-572-4600 (I) Miller, Jennifer M. Francis King & Spalding LLP 404-572-2736 Berger, Stephen Charles 622866 Atlanta 678-510-6470 (I) Mitchell, Thomas P. The Mitchell Law Group, LLC 678-464-5502 Bess, Dylan Artell 501825 Atlanta (I) Newsom, Katherine Hung Morgan & Morgan PC 404-965-8811 Bolton, Brittany Heather 623530 Atlanta (I) Bennett, Christopher Andrew Drew Eckl & Farnham LLP 404-885-1400 Booher, William Allen 518557 Atlanta 859-492-4771 Group Mentoring Booth, Andrew Stanley 609842 Atlanta 404-736-7873 (I) Lehman, Anthony Darrell DLA Piper LLP (US) 404-736-7800 Bosch, Tradd Alister 965898 Atlanta Group Mentoring Bouchard, David Holmes 712859 Atlanta 404-581-8386 (I) Boulee, Jean-Paul Jones Day 404-581-8456 Bowman, Raechel Leigh 720090 Atlanta Group Mentoring Boyd, Samika Nicole 194093 Atlanta (I) Pryor, Jill Bondurant, Mixson & Elmore, LLP 404-881-4100 Boyles, Savanna Michelle 560009 Atlanta 850-398-1533 Group Mentoring Bradley, Christopher David 538881 Atlanta 404-338-7980 (I) Delduco, David 404-375-9130 Bromberek, Kristen Kabat 632618 Atlanta 404-881-4928 (I) Miller, Wade Pearson Alston & Bird LLP 404-881-7000 Brown, Tiffany Renee 542926 Atlanta 404-541-6698 (I) Anderson, Yendelela Neely Kilpatrick Townsend & Stockton LLP 404-532-6925 Bruner, Samuel Solomon 418640 Atlanta 610-999-4502 (O) Siegel, Randie H. Law Office of Randie Siegel 404-264-9001 Bryant, Clara Elise 946058 Atlanta 818-618-3829 Group Mentoring Buffington, Tessa Whitney 334463 Atlanta 678-612-8867 Group Mentoring Burt, Marlena Fayre 460504 Atlanta 770-933-9500 (I) Linder, Christopher B. Thomas Horstemeyer, LLP 770-933-9500 Busse, Amanda Nicole 448976 Atlanta 404-215-5853 (I) Woodhouse, Samuel Solomo The Woodhouse Law Firm, LLC 404-214-7200 Butcher, Christine Lynn 616321 Atlanta 404-214-1743 (I) Athans, Michael J. Fields Howell Athans & McLaughlin LLP 404-214-1254 Canady, Colony Chanel 381839 Atlanta 404-733-0201 (I) Perry, Keisha The Perry Law Group 404-733-0201 Carey, Crystal Renee' 808839 Atlanta Group Mentoring Carnes, Thomas Leon 704029 Atlanta 404-237-4440 (I) Cigelske, Bryan N. Bryan N Cigelske P C 404-237-4440 Carpenter, Melissa Andrews 385004 Atlanta 404-873-8000 (I) Maguire, J. Matthew Parks Chesin & Walbert PC 404-873-8009 Cash, James Butler 418736 Atlanta 404-881-4287 (I) Stimson, Brian Richard Alston & Bird LLP 404-881-4972 Cates, John Douglass 303924 Atlanta 404-581-8994 (I) Spainhour, Sterling Ashley Jones Day 404-581-8649 Chambers, Sarah Lamb 326474 Atlanta 404-888-6132 (I) Martin, Thomas Daryl Swift Currie McGhee & Hiers LLP 404-888-6128 Chehimi, Manal Khaled 238918 Roswell 770-594-1777 (I) Turner, Donald Clinton Don Turner Legal Team LLC 770-594-1777

163 Monday, June 03, 2013 Page 6 of 24 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 5 Chrietzberg, Jordan 243942 Atlanta 678-281-8750 Group Mentoring Clardy, Brittany Ann 362086 Atlanta 678-686-5035 (I) Hirsch, Andrea Solomon Herman Gerel LLP 678-686-5029 Clark, Stacy Catherine 181212 Atlanta 404-881-7897 (I) Gillihan, David Ashley Alston & Bird LLP 404-881-7390 Cleary, Harriet Ashley 836038 Alpharetta 770-778-0650 (I) Vann, Caroline Munroe Bettis Hill & Vann, LLC 770-475-8041 Cleary, Megan Patricia 188309 Atlanta 404-562-1100 Group Mentoring Clevenstine, Meghan Elizabeth 134878 Atlanta 678-338-3937 (I) Grafton, Adam Clay Bovis, Kyle & Burch, LLC 770-391-9100 Cloyd, Jenna Lisbeth 455071 Atlanta 678-781-4733 Group Mentoring Cochenour, Michael Thomas 161564 Atlanta 404-364-7456 (I) Albert, Ross Alan Morris, Manning & Martin, LLP 404-504-7768 Cohn, Nicole Comparetto 243098 Atlanta 404-881-7807 (I) Young, Mary Christina Alston & Bird LLP 404-881-4986 Cotey, Benjamin David 789121 Atlanta 404-881-7847 (I) Hilton, Russell Allan Alston & Bird LLP 404-881-7866 Cotton, Michael Jefferey 909744 Atlanta 678-281-6500 (I) Byerly, Andrew Nathaniel Fidelity National Law Group 770-325-4835 Crosby, Andrew Bartholomew 726412 Atlanta 404-215-5923 Group Mentoring Crozer, William Flowers 684740 Atlanta Group Mentoring Daugherty, Stephen Daniel 197514 Atlanta 404-913-0684 (O) Bracken, W. Christopher 404-890-5822 Davidson, Clay Reynolds 487810 Atlanta 404-835-5730 (I) Combs, Stephen Benjamin Sharecare, Inc. 678-327-1465 Davis, Braxton Kyle 107078 Atlanta 678-525-8911 Group Mentoring Davis, Rashida Asha 472431 Union City 678-833-0093 (I) Portis, Christopher T. Johnson & Freeman, LLC 678-833-0093 DeFrancis, Jacqueline Michelle 826537 Atlanta Group Mentoring Degenhart, Mary Leanna 557123 Atlanta 770-488-2839 Group Mentoring Delage, Thea Adele 712602 Atlanta 404-739-5151 (I) Word, Gerald P. Georgia Capital Defender 404-739-5172 Delatorre, Stephanie Diane 970664 Atlanta 404-348-8585 (I) McAfee, Edward T. Lewis Brisbois Bisgaard & Smith LLP 404-348-8585 DeLockery, Margaret Fraley 973113 Atlanta 404-815-3700 (I) Ernst, Marcia M. Smith, Gambrell & Russell, LLP 404-815-3673 DePalo, Maki 375008 Atlanta 404-881-4280 (O) Wallace, Katherine Miller Alston & Bird LLP 404-881-7000 Dill, Christina Lynn 219652 Atlanta Group Mentoring DiMaggio, Luke Anthony 585224 Atlanta 864-415-1636 Group Mentoring Douglas, Megan Daugherty 449894 Atlanta 703-606-9181 Group Mentoring Dressie, Emanuel David 836415 Atlanta 404-642-8882 Group Mentoring Easter, Micheal Jared 926899 Atlanta 404-602-4193 (I) Foy, John Michael Foy & Associates, P.C. 404-400-4000 Ensor, Kathryn 968658 Atlanta 404-881-7851 (I) Howard, Justin Robert Alston & Bird LLP 404-881-7758 Espie, Alexa Nicole 294945 Atlanta 770-274-2700 Group Mentoring

164 Monday, June 03, 2013 Page 7 of 24 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 5 Fawcett, John William 646162 Atlanta 404-435-9905 (I) Crumly, Jonathan D. Maner Crumly Chambliss LLP 770-434-0310 Fisher, Jeffrey Howard 981575 Atlanta 404-685-6772 (I) Bogan, James Francis Kilpatrick Townsend & Stockton LLP 404-815-6500 Fisher, Robert Tyler 614338 Atlanta 404-816-5000 (I) Boortz, Kathryn Jones Conaway and Strickler, PC 404-816-5000 Flowers, Christopher Allen 308102 Atlanta 404-880-9393 (I) Lynch, Diana The Lynch Law Group PC 404-880-9393 Foreman, Anil Kamal 831687 Atlanta 404-215-3671 Group Mentoring Foreste, Nicholas David 215163 Atlanta 404-581-8464 (I) Phillips, David Scott Jones Day 404-581-8439 Fredrickson, Eric Scott 489783 Atlanta 404-869-1119 (I) Harman, Matthew Scott 404-933-0822 Garber, Eric Joseph 655208 Atlanta 404-853-1592 (I) Pernini, David Marino Wargo French LLP 404-853-1500 Germain-Jnolewis, Mica Anouska 189593 Atlanta 404-572-6600 (I) Lewinson, Robert Carlin Bryan Cave LLP 404-572-6623 Glazier, Andrew Scott 243086 Atlanta 770-399-9100 (I) Sapronov, Walter Sapronov & Associates, P. C. 770-399-9100 Goddard, Laura Virginia 712907 Atlanta 678-775-0712 (I) Schefstad, Steven Robert Pendergast & Associates, P.C. 770-392-0303 Googe, Mary Elizabeth 560454 Atlanta 404-572-4600 Group Mentoring Gordon, Jon Lelon 512058 Atlanta 404-386-2395 Group Mentoring Gordon, Kelly Lauren 595739 Atlanta 404-873-8758 (I) Presten, Duane C. Schiff Hardin LLP 404-437-7028 Grace, Susan Laura 664769 Atlanta 404-588-3436 (O) Wilson, Rose Kathleen Chamberlain Hrdlicka White Williams & Au 404-658-5426 Grant, Roslyn Clinique 143199 Atlanta 404-932-4896 Group Mentoring Green, Milton Charles 198512 Atlanta 404-590-6529 (I) Simmons, Trichelle Griggs Law Office of Trichelle Griggs Simmons 404-343-2535 Gregg, Stephen Raymond 850802 Atlanta 732-762-8493 Group Mentoring Gregory, Lauren Martha 729061 Atlanta 404-873-7036 (I) Barr, Jonathan Tucker Arnall Golden Gregory LLP 404-873-8624 Griffin, Bradley Walker 748187 Atlanta 404-350-1192 (I) Smiley, Karen Lea Lazega & Johanson 404-350-1192 Gunn, Uly Samuel 261871 Atlanta 404-881-7894 (I) Rosenberg, Jason Demian Alston & Bird LLP 404-881-7461 Guzner, Kathyrn Nicole 363633 Atlanta 404-277-8321 Group Mentoring Gworek, Melissa Joy 521576 Atlanta 404-881-4471 (I) Gill, Mary C. Alston & Bird LLP 404-881-7000 Hall, Jared Thomas 387161 Atlanta 404-835-5570 Group Mentoring Hamm, Jamell Yuseff 591632 Atlanta (I) McGruder, Elaine Templeton Fulton County Conflict Defender Inc. 404-612-5419 Hanafi, Sonya Lynn 957701 Atlanta 404-562-7876 Group Mentoring Hance, Douglas Michael 139531 Atlanta 404-873-8104 (I) Mauriello, Keith Andrew Arnall Golden Gregory LLP 404-873-8732 Haque, Aliyya Zafreen 856849 Atlanta 404-881-4412 (I) Simmons, Sean Allen Alston & Bird LLP 404-881-4576 Harbin, Ryan Elizabeth 370658 Atlanta 404-577-7710 (I) Everett, Stephanie A. The Bloom Law Firm LLP 404-577-7710 Harrison, Erica Elizabeth 410652 Atlanta 404-881-7865 (I) Shanlever, Michael Holland Alston & Bird LLP 404-881-7000

165 Monday, June 03, 2013 Page 8 of 24 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 5 Hauch, Kathryn Wray 234117 Atlanta (I) Kraft, Kenneth H. Parker, Hudson, Rainer & Dobbs LLP 404-523-5300 Hecht, Edward Ian 553499 Alpharetta 678-887-6200 (B) Coleman, Danny Lynn Coleman Legal Group, LLC 770-609-1247 Heck, Hannah Elizabeth Ken 239962 Atlanta 404-881-4293 (I) Stone, Robert David Alston & Bird LLP 404-881-7270 Hecker, Kathryn Baldwin 109688 Atlanta 404-873-8530 (I) Plybon, Suzanne T. Arnall Golden Gregory LLP 404-873-8730 Hembree, Kevin Michael 157405 Atlanta 404-881-7831 (I) Wender, David Allan Alston & Bird LLP 404-881-7354 Henry, Coulter Clauzell 677456 Atlanta 770-351-3237 Group Mentoring Henson, Michael Thomas 530763 Atlanta 404-885-3840 (I) Macken, Patrick W. Troutman Sanders LLP 404-885-3136 Herndon, Caitlin Elizabeth 370654 Atlanta Group Mentoring Higgins, Hal Franklin 981295 Atlanta 678-466-7894 (I) Patel, Mitesh MJ Patel Law Group 678-466-7885 Hill, Nicholas Griffin 744482 Atlanta 404-572-3503 (I) Easterlin, Benjamin F. King & Spalding LLP 404-572-2430 Holcomb, Amanda Kae 888082 Atlanta 404-231-9397 (I) Johns, Nathaniel Tyler Foltz Martin LLC 404-231-9397 Holder, Sean Jackson 893014 Atlanta 678-420-9434 (I) Brown, Charley Floyd Ballard Spahr LLP 678-420-9300 Holt, Kathryn Dailey 961840 Atlanta 404-215-5719 Group Mentoring Huttman, Stephen Michael 466592 Atlanta 678-392-4957 (I) Schefstad, Steven Robert Pendergast & Associates, P.C. 770-392-0303 Hwang, Ji Na 181520 Atlanta 404-843-9666 (I) Lefco, Stanley M. Law Offices Stanley M. Lefco P.C. 404-843-9666 Ignatius, Linnea Carolina 162130 Atlanta 404-969-3677 (I) Banta, Robert E. Banta Immigration Law Ltd. 404-249-9300 Inthachak, Lindsay Megan 924734 Atlanta Group Mentoring Iryshe, Brandi L. 770515 Atlanta 404-734-2417 (O) Williams, Kristin Gledhill The Gledhill Law Firm, LLC 678-809-4149 Izquierdo, Michelle Danielle 545018 Roswell 770-640-7667 (I) Woodward, Natalie S. Woodward & Stern LLC 770-640-7667 Jackson, Tyshawn Yvonne 750874 Atlanta 404-593-5459 (I) Jackson, Asha F. Superior Court of Dekalb County 404-371-2344 Jamison, Lyndosha Eteria 512021 Atlanta Group Mentoring Jeffries, McChesney Hill 526676 Atlanta 404-853-8137 (I) Herman, Thomas Cullen Sutherland 404-853-8089 Jeselnik, Kevin Harris 316834 Atlanta 404-525-9205 (I) Culler, Jennifer R. Rhoton Stack & Associates P.C. 404-525-9205 Johanson, Mark Arthur 146190 Atlanta (I) Dent, Leslie A. Paul Hastings LLP 404-815-2400 Johnson, Anthony Leroy 782389 Atlanta 404-333-8684 Group Mentoring Johnson, Tiffany Rene 638051 Atlanta 404-240-5576 (I) Coleman, Ronald Thomas Parker, Hudson, Rainer & Dobbs LLP 404-523-5300 Jones, Lindsey Denae 574145 Atlanta 314-495-7871 Group Mentoring Jones, Sherida Nicole 815816 Atlanta 404-688-4503 (I) Ward, Meka B. Thomas Kennedy Sampson & Tompkins 404-688-4503 LLP Joy, Lauren Christine 316515 Atlanta 404-521-9900 (I) Rogers, Gilbert Broughton Southern Environmental Law Center 404-521-9900 Kamaraju, Ankith 667989 Atlanta 404-881-7178 (I) Bernstein, Debra Dawn Alston & Bird LLP 404-881-4476

166 Monday, June 03, 2013 Page 9 of 24 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 5 Kamoroff, James Blake 331202 Atlanta 404-442-8843 (I) Speed-Dalton, Laura Wilson The Speed Firm, PC 404-442-8851 Kaplan, Ricky 615718 Atlanta 770-543-9361 Group Mentoring Karwisch, Clay William 945372 Atlanta 404-572-2727 (I) Howell, David Clayton King & Spalding LLP 404-572-2741 Katz, Sarah Jeanette 928933 Atlanta 404-934-8652 Group Mentoring Kearney, Danielle Nicole 815378 Atlanta Group Mentoring Keller, Michael Alan 657224 Atlanta 516-238-9028 Group Mentoring Kelsey, Jenna Lauren 339252 Atlanta 678-892-2984 (I) Thompson, Kenneth Aptean 678-259-8518 Kenner, Karen 729594 Atlanta 404-612-4800 Group Mentoring Kim, Lilia Aleksandrovna 983432 Atlanta 678-812-4660 Group Mentoring Kimbrel, Clayton Seth 990174 Atlanta Group Mentoring Kirkland, Deidre' Jur-L Stokes 227906 Atlanta 404-364-1821 (I) Abbott, Leslie Y. The Abbott Firm LLC 404-564-4491 Kirwin, Sean Michael 318130 Atlanta 404-214-1250 (I) Kirk, Ann Theresa Fields Howell Athans & McLaughlin LLP 404-214-1250 Klaes, Gabriella Baird 225990 Atlanta Group Mentoring Ko, Stella Sookyong 358844 Atlanta 678-549-4134 Group Mentoring Koelz, Andrew Stephen 208399 Atlanta 678-705-1399 Group Mentoring Kolb, Ryan Andrew 204207 Atlanta 404-657-0686 Group Mentoring Kraus, Alexandra K. 563988 Atlanta 404-869-6900 (I) Rubin, Philip Lindsey Lefkoff Rubin & Gleason PC 404-869-6900 LaRose, John Stephen 823652 Atlanta Group Mentoring Lebeis, Jessica Marie 715109 Atlanta 404-653-6552 (I) Johnson, Lori-Ann Finnegan, Henderson, Farabow, Garrett & 404-653-6400 Lee, Alina 527183 Atlanta 404-420-4700 (I) Gelchion, Lori Ann Rogers & Hardin LLP 404-420-4646 Lee, Timothy Hyun 365087 Atlanta 404-572-4612 (I) Baughman, Matthew Howard King & Spalding LLP 404-572-4751 LeGardy, Fletcher Spencer 805186 Atlanta 404-397-8332 Group Mentoring Leyda, Elizabeth Anne 428784 Atlanta 404-881-1288 (I) Stanton, Todd H. Stanton Law LLC 404-881-1288 Lightcap, Allen Inman Pointer 553459 Atlanta 404-651-6102 (I) Ritter, Stefan Ernst State Law Department 404-656-7298 Lighthiser, Mary Ellen Archer 105407 Atlanta 770-818-1290 (I) Choy, Sun S. Freeman Mathis & Gary, LLP 770-818-0000 Linscott, Meredith Renee 231215 Atlanta 404-863-6108 Group Mentoring Little, Laura Elizabeth 847077 Atlanta 404-736-7879 (I) Rollman, Daniel Paul DLA Piper US LLP 404-736-7893 Long, William Worth 480008 Atlanta 678-516-6453 Group Mentoring Lumpkin, Mellori Evonn 358937 Atlanta 404-898-8125 (I) Tanner, Caroline Johnson Holland & Knight LLP 404-817-8500 Lunceford, Rebecca Ireane 456020 Atlanta 404-873-8616 (I) Withers, Christopher Knox Arnall Golden Gregory LLP 404-873-8129

167 Monday, June 03, 2013 Page 10 of 24 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 5 Lyman, Thomas J. 103629 Atlanta 770-350-2691 (I) Mulholland, Robert E. The Mulholland Law Firm, ESQ 770-350-2691 MacNorlin, Hannah 814641 Atlanta 678-222-3931 (I) Bensman, Jennifer L. 678-352-4929 Mahler, Andrew Wright 162407 Atlanta 404-562-7865 Group Mentoring Malik, Bilal Husien 558330 Atlanta 678-644-6764 Group Mentoring Marchman, Cathryn Ferrigno 281405 Atlanta 404-822-4979 Group Mentoring Marek, Leanne Michelle 270935 Atlanta 404-881-7183 (I) Brown, Michael Lawrence Alston & Bird LLP 404-881-7589 Markovich, Alyson Jayne 754325 Atlanta 678-443-2234 (I) Patel, Samir Chhitu Kumar, Prabhu, Patel & Banerjee, LLC 678-443-2237 Martin, Amy Latrese 413779 Alpharetta 678-879-9000 (I) Knight, Catherine Catherine Knight Family Law LLC 404-419-6447 McClure, Devon Stewart 946270 Atlanta Group Mentoring McConnell, April Whitney 822191 Atlanta 404-612-4985 (I) Cross, C. Lance Fulton County District Attorney's Office 404-730-4981 McCorvey, Rebekah Denise 484246 Atlanta 404-572-6767 (I) Childers, Terrence Allen Bryan Cave LLP 404-527-6820 McDonald, Carli Rae 954624 Atlanta 770-353-2772 Group Mentoring McFarlane, Tamara Iman 566682 Atlanta Group Mentoring McGehee, Amy VanVoris 974244 Atlanta 404-205-3950 Group Mentoring McKinley, Andrew Michael 832034 Atlanta 404-614-0001 (I) Alexander, Josie A. Alexander & Associates 404-614-0001 McNeely, Jennifer Walker 112112 Atlanta 678-873-4939 Group Mentoring McNeill, Brett Daniel 215002 Atlanta 404-459-9600 (I) Neel, Edwin R. Neel & Robinson Attorneys at Law, LLC 404-459-9600 McNeill, William Taylor 239540 Atlanta 404-233-4171 (I) Larkins, John K. Chilivis Cochran Larkins & Bever LLP 404-233-4171 McPhaul, Qiana Lanae 931370 Atlanta 404-275-0027 Group Mentoring Medders, Morgan Lee 569286 Atlanta 404-981-2744 (I) Cohen, Andy Morris The Cohen Law Firm 404-981-2744 Meltzer, Marie Sara 972268 Atlanta 678-575-5757 Group Mentoring Miller, Hillary Claire 537943 Atlanta 404-572-4610 (I) Mitchem, Kathryn Anne King & Spalding LLP 404-572-3599 Molinaro, Jessica Leigh Martha 843394 Atlanta (O) Steakley, John Arnold John A Steakley PC 404-835-7595 Monconduit, Josie 145457 Atlanta 504-432-3035 Group Mentoring Moon, Micah Dean 691464 Atlanta 404-881-4383 (I) Dickerson, Derin Bronson Alston & Bird LLP 404-881-7454 Moore, Abbey Danielle 860166 Alpharetta 678-908-9676 Group Mentoring Moore, Ross A. 142987 Atlanta 615-319-3081 Group Mentoring Motley, BriTonya Denise Bank 454178 Atlanta 404-581-6107 (I) Boatright, Laurel Rebekah U.S. Attorney's Office Northern District 404-581-6002 Motter, Nicole Jeanne 531393 Atlanta 404-504-7736 (I) Weiner, Seth Kolodny Morris, Manning & Martin, LLP 404-504-7664 Mullen, Andrew Carl 445723 Atlanta 404-876-6468 (I) Henderson, Chad Richard Henderson Legal LLC 404-876-6468

168 Monday, June 03, 2013 Page 11 of 24 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 5 Murphy, Adam Baxter 533495 Atlanta 404-614-0001 Group Mentoring Murphy, Ashton Sappington 414503 Atlanta (I) Corley, George Eddy Fulton County Solicitor's Office 404-730-4800 Muse, Todd William 149969 Atlanta 404-215-3703 Group Mentoring Myers, Mary Alexander 715142 Atlanta 404-581-8671 (I) Metcalf, Janine Cone Jones Day 404-521-3939 Naoulo, Sammy Mohamed 742642 Atlanta Group Mentoring Nash, Benjamin Clarke 797093 Atlanta 478-461-2827 (I) Townsend, Cabell DuPre Swift Currie McGhee & Hiers LLP 404-874-8800 Ney, Adam Spencer 720808 Atlanta 404-853-8005 (I) Adams, Alfred G. Sutherland 404-853-8000 Noland, William Taylor 479713 Atlanta 706-294-3919 Group Mentoring Nunn, Serena D. 301336 Atlanta 404-613-2227 (I) Hill, Michael D. Fulton County Public Defender's Office 404-730-5218 O'Connor, Amber Autom 523439 Atlanta 321-961-3764 Group Mentoring Oellerich, Melissa Sherise 888977 Atlanta 404-885-3939 (I) Fuller, Judith H. Troutman Sanders LLP 404-885-3243 Ortega, Lara 281245 Atlanta 404-885-6373 (I) Nuss, Ingrid Elizabeth Drew Eckl & Farnham LLP 404-885-6410 Osborne, Maureen Elizabeth 924295 Atlanta 404-218-3669 Group Mentoring Palms, Suzanne Maria 566661 Atlanta 404-853-8074 (I) Feldman, Jonathan Andrew Sutherland 404-853-8189 Partridge, Durante Bernard 811063 Atlanta 713-471-6165 Group Mentoring Patel, Alkesh Bhanuprasad 583627 Atlanta Group Mentoring Patel, Mayank Jashbhai 619823 Atlanta 404-581-8758 (I) Lee, Allen Michael Jones Day 404-521-3939 Patel, Rushi Shiv Dinesh 791855 Atlanta 706-506-3914 Group Mentoring Pearce, Forrest Geoffrey 568272 Atlanta 404-214-7200 (I) Woodhouse, Samuel Solomo The Woodhouse Law Firm, LLC 404-214-7200 Pearson, Andrea Joy 409604 Atlanta 404-815-2397 (I) Saloom, Rachel Nicole Paul Hastings LLP 404-815-2386 Peguero, Jolie Chantel 996413 Atlanta 404-572-4600 Group Mentoring Pence, Matthew McKeithan 196987 Atlanta 770-216-8555 (O) Fortson, Warren C. 404-264-0523 Perryman, Ta-Tanisha Demetria 485359 Atlanta 404-887-2615 Group Mentoring Petersen, Katherine Ann 293803 Atlanta 404-942-0837 (I) Johnson, Andrea M. Cordell and Cordell PC 404-969-1200 Phillips, John Nicholas 986208 Atlanta 404-885-3945 (I) Theriot, Jaime L. Troutman Sanders LLP 404-885-3534 Plantz, Meghan Ruth 596332 Atlanta 574-252-9687 Group Mentoring Poliard, Vickie Samuela 217645 Atlanta 404-992-9897 Group Mentoring Portner, Shawna Marie 202310 Atlanta 404-853-1594 (I) Pernini, David Marino Wargo French LLP 404-853-1500 Prescott, Brittany Elizabeth 136467 Fairburn Group Mentoring Pruitt, Ashley 772808 Atlanta 404-969-2671 Group Mentoring

169 Monday, June 03, 2013 Page 12 of 24 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 5 Ramatally, Naeem Ishmael 372457 Atlanta 678-443-2222 (I) Banerjee, Roy Amit Kumar, Prabhu, Patel & Banerjee, LLC 678-443-2220 Rhee, Marc Jeong-Joon 658335 Atlanta 404-455-1965 (I) Spears, Rachel Epps Pro Bono Partnership of Atlanta 404-407-5059 Rhodes, David Eaton 594401 Atlanta 404-239-5640 Group Mentoring Rice, Jasmine Anne 883409 Atlanta 404-842-0999 (I) Smith, Warren Calvin W. Calvin Smith, II, P.C. 404-842-0999 Richwine, Lynleigh Lacy 988753 Atlanta 404-853-8136 (I) Voynich, Michael J. Sutherland 404-853-8329 Robinson, Spencer Croswell 378376 Atlanta 404-881-7348 (I) Douglass, Duncan Baird Alston & Bird LLP 404-881-7768 Roe, Shiveh Roxana 263801 Atlanta 404-541-6689 (I) Williams, Tiffany Lagena Kilpatrick Townsend & Stockton LLP 404-815-6608 Rosencrantz, Laura Danielle 633703 Atlanta 404-522-2222 (I) Rodriguez, Elsa Clark & Washington, P.C. 404-522-2222 Roth, Sanford Jeremy 729108 Atlanta 404-215-5836 Group Mentoring Ruch, Stuart Clifton 107776 Alpharetta 404-338-2635 Group Mentoring Rudy, Christina Paige 743874 Atlanta 404-739-5029 (I) Word, Gerald P. Georgia Capital Defender 404-739-5172 Rupani, Rohan Neel 267358 Atlanta Group Mentoring Russell, Benjamin Martin 335074 Atlanta Group Mentoring Saidman, Benjamin Aaron 117695 Atlanta 404-653-6476 (I) Johnson, Lori-Ann Finnegan, Henderson, Farabow, Garrett & 404-653-6400 Saltzman, Jason Adam 992220 Atlanta 404-235-5000 (I) Chumley, Rory Sean Montlick & Associates, P.C. 404-235-5000 Sanders, Erin Elizabeth 552091 Atlanta 404-581-6000 (I) Sommerfeld, Lawrence R. U.S. Attorney's Office (NDGA) 404-581-6188 Sarrine, Alexandra Vasquez 454988 Atlanta 678-303-0018 (I) Servi, Thad Brendan Vazquez & Servi 678-303-0018 Schmidt, Adam Ryan 818412 Atlanta Group Mentoring Scott, Christina Marie 293724 Atlanta Group Mentoring Seeger, Richard Anthony 618981 Atlanta 404-881-4375 (I) Broyles, Keith Edward Alston & Bird LLP 404-881-7000 Seider, Julia Kay 159676 Atlanta 404-541-6697 (I) Kesler, Thomas O'Dell Kilpatrick Townsend & Stockton LLP 404-815-6489 Sellers, Nikia Lacole Smith 173699 College Park 404-550-8221 Group Mentoring Sharpes, Dustin Scott 522995 Atlanta 404-853-1529 (I) Pernini, David Marino Wargo French LLP 404-853-1500 Shoemaker, Robert Matthew 339367 Atlanta 404-888-6161 (I) Campbell, John Wallace Swift, Currie, McGhee & Hiers, LLP 404-888-6115 Shrivastava, Ankit 866573 Atlanta 404-815-2396 (I) Werner, Chadwick Mattison 770-565-1745 Sidhu, Suneet 849111 Atlanta 404-527-4661 (I) Pinkerton, Jess Alexander McKenna Long & Aldridge, LLP 404-527-4149 Sims, Tyler Stephen 955377 Atlanta 706-799-5992 (I) Rodriguez, Elsa Clark & Washington, P.C. 404-522-2222 Skinner, Clayton W. 360849 Atlanta 706-215-5006 (O) Burkey, Frederick Doren The Burkey Law Firm, P.C. 770-587-5529 Smith, Abby Laurette 579230 Atlanta Group Mentoring Smith, Charles Rufus 247859 Atlanta 404-215-5879 Group Mentoring

170 Monday, June 03, 2013 Page 13 of 24 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 5 Smith, Garnette Brittany 927843 Atlanta 404-215-5940 Group Mentoring Solley, Charles Edward 010108 Atlanta 404-537-5336 (I) Escoffery, Richard Murray Elarbee, Thompson, Sapp & Wilson, LLP 404-659-6700 Sonenshine, Adam Lewis 490264 Atlanta 404-685-4275 (I) Beckham, Jason Gabriele Burr Forman LLP 404-685-4309 Sosnovsky, Jason Mark 652580 Atlanta 404-873-8116 (I) Hoffman, Neil William Arnall Golden Gregory LLP 404-873-8594 Speier, Ross Michael 783059 Atlanta 678-420-9406 (I) Willis, Christopher J. Ballard Spahr LLP 678-420-9300 Spencer, Quinton Vernard 871116 Atlanta (O) Jones, Derek H. The Law Office of Derek H. Jones 770-716-1306 Spillers, Sarah Catherine 760648 Atlanta 318-237-7379 Group Mentoring Stahl, William Mason 512234 Atlanta 404-353-8916 Group Mentoring Stewart, Marcia Renee 430923 Atlanta 770-953-1710 (I) Prout, Daniel Calhoun Waldon Adelman Castilla Hiestand & Prout 770-933-7026 Straight, Alyson Anne 582936 Atlanta 404-228-4731 Group Mentoring Sumner, Claire Arnett 273339 Atlanta 404-221-2202 (I) Shaw, Cheryl Halliday Carlock Copeland & Stair LLP 404-221-2267 Suttle, Brooks Allan 299667 Atlanta 404-881-7551 (I) Morgan, Charles Herrick Alston & Bird LLP 404-881-7187 Svoboda, Erica Copeland 983876 Atlanta 404-527-8482 (I) McGaughey, Ann-Marie Notar McKenna Long & Aldridge LLP 404-527-4000 Switzer, Brett Andrew 554141 Atlanta 404-443-6711 (I) Thompson, Ashley Smith Baker Donelson Bearman Caldwell & 404-443-6709 Berkow Tanenbaum, Eric Aaron 944071 Atlanta Group Mentoring Tate, Laura Farish Carter 982299 Atlanta Group Mentoring Thaw, Darrell Jay 479033 Atlanta 404-524-1600 (I) Weathington, Paul E. The Weathington Firm, P.C. 404-524-1600 Thaxton, Kenneth Shaun 438309 Atlanta 404-210-7095 (O) Carpenter, Linda Gail The Brosnahan Law Firm 404-923-7570 Thomas, Warren J. 164714 Atlanta 404-215-1580 Group Mentoring Thompson, Renee Elizabeth 310043 Atlanta 404-937-7080 (I) Mangieri, Jeffrey M. deAndrade Mangieri LLC 404-808-8886 Tomlin, William Lowell 223213 Atlanta Group Mentoring Tonn, Kimberly Marie 310672 Atlanta 404-239-6134 Group Mentoring Travis, Lauren Ashley 842667 Atlanta (I) Stanford, Tina G. Fulton County District Attorney's Office 404-612-4937 Truong-Johnson, Bao Quynh Phuc 680492 Atlanta 404-237-2040 Group Mentoring Underwood, Christopher Andrew 615268 Atlanta 404-997-6020 (I) Dunn, Michael Anthony James Bates Brannan Groover LLP 404-997-6020 Upton, Darin Marcus 286123 Dunwoody 770-488-1992 Group Mentoring Valiunas, Mantas 209969 Atlanta (I) McLain, Thomas L. AirWatch 404-478-7435 Vandegrift, Joseph Leonard 535142 Atlanta 404-881-7809 (I) Cox, John William Alston & Bird LLP 404-881-7000 Vanderlande, Ashley Marie Emilie 596657 Atlanta (I) Shelton, Martin Arthur Scoggins & Goodman PC 404-659-1000 Varner, Robert Parker 675439 Atlanta 404-215-5808 Group Mentoring

171 Monday, June 03, 2013 Page 14 of 24 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 5 Veasey, Brandon Alan 881674 Atlanta 404-885-3969 (I) Theriot, Jaime L. Troutman Sanders LLP 404-885-3534 Vines, Jacquelyn Nicole 191834 Atlanta Group Mentoring Vivian, Matthew James 422085 Atlanta 404-432-1063 (I) Galloway, William W. The Galloway Law Group LLC 404-965-3680 Von Sternberg, Gina Marie 124570 Atlanta 404-572-4600 (I) Townsend, Keith M. King & Spalding LLP 404-572-3517 Waldrop, Angela Maria 381370 Atlanta Group Mentoring Walker, Conntessua Delaura 468936 Atlanta 404-215-5939 Group Mentoring Waller, Victoria Ashley 233050 Atlanta 404-991-2170 (I) Rowlen, Brantley Cole Lewis Brisbois Bisgaard & Smith LLP 404-348-8585 Wallin, Megan Elizabeth 320149 Atlanta 770-939-1939 (I) Shewmaker, Steven P. Shewmaker & Shewmaker, LLC 770-939-1939 Waltman, Holly Michele 303591 Atlanta 770-288-2558 (I) Lister, Steven E. Steven E. Lister, P.C. 770-471-9000 Ware, Saneda Renee 742566 Atlanta 404-941-7470 (I) Alford, Walter Carlton Pendergast & Associates PC 678-392-4949 Weaver, Jenni Leigh 909315 Atlanta 404-215-5919 Group Mentoring Weissinger, Christopher Eugene 460629 Atlanta 678-421-6757 Group Mentoring Weitnauer, Nicole Marie 923499 Atlanta 678-222-3926 (I) Bensman, Jennifer L. 678-352-4929 West, Jennifer Frazier 763380 Atlanta 404-881-7856 (I) Jones, Alison Bell Alston & Bird LLP 404-881-7557 White, Jarrad Reed 471221 Atlanta 404-874-8300 Group Mentoring Whitton, Jennifer Paige 848398 Atlanta 404-527-4386 (I) Butler, Kathlynn Lea McKenna Long & Aldridge LLP 404-527-8140 Wigington, Cody Sams 653519 Atlanta 404-898-8127 (I) Hamrick, John Michael Holland & Knight LLP 404-898-8111 Wiles, John Jamison 338408 Atlanta 770-846-3812 (O) Cotney, Noel Jackson Wiles & Wiles 770-426-4619 Williams, Keshia Lynette 802169 Atlanta 404-214-1250 (I) Zelonka, Richard Edward Fields Howell Athans & McLaughlin LLP 404-214-1265 Willoughby, Kristen Leigh 198669 Atlanta 404-881-4284 (I) Ensor, Robert S. Alston & Bird LLP 404-881-7448 Wilson, Bradley Noble 960331 Atlanta 404-572-4600 Group Mentoring Wilson, Sarah Kathleen 488870 Atlanta 404-215-5914 Group Mentoring Windecher, David Lee 914370 Atlanta 404-881-8866 Group Mentoring Wood, Andrea Megan 743730 Atlanta 404-304-4027 (I) Manning, Cindy S. Manning Levine & Marlow LLP 678-833-3777 Woodworth, Harrison James 599801 Atlanta 404-425-5429 (I) Price, Jessica Anne McCurdy & Candler, LLC 404-425-5418 Wright, Steven Allan 910333 Roswell Group Mentoring Yeargin, Lindsey Michelle 248608 Atlanta 404-881-4745 (I) Gleason, Joseph J. Alston & Bird LLP 404-881-7000 Yen, Denise Saugia 166661 Atlanta 404-845-7677 (I) Zakem, Robert Michael Ridgeworth Capital Management Inc. 404-566-2108 Youssef, Martina Amir 666197 Atlanta 404-642-0777 Group Mentoring Zachman, Jeffrey Allen 254916 Atlanta 404-215-1553 (I) Martin, Robert M. McKenna Long & Aldridge LLP 404-527-8478

172 Monday, June 03, 2013 Page 15 of 24 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 5 Zaidi, Ailya Fatima 108497 Atlanta 404-562-3670 Group Mentoring Zimmerman, Kristin Reid 904478 Atlanta 404-255-3434 Group Mentoring

JAD: 6 CIRCUIT: CLAYTON Brannon, Lee Wilson 716517 Jonesboro 617-279-3166 (I) Storey, Kiesha Renee Dekalb County Solicitor-General's Office 404-371-2200 Carter, Shaun Ross 327305 Jonesboro 770-210-8200 (I) Lister, Steven E. Steven E. Lister, P.C. 770-471-9000 Creighton, Leigh Elizabeth 114724 Ellenwood 770-689-9070 Group Mentoring Mitchell, Edward Terkeel 312461 Jonesboro 404-285-9530 Group Mentoring Paul, Danielle Nadia 947307 Jonesboro 770-315-4395 Group Mentoring Peterson, Michael D. 560364 Jonesboro 678-480-3051 Group Mentoring Sabzevari, Arash Ali 941527 Forest Park 770-778-7042 (I) Everett, Pamela Felecia Freeman Mathis & Gary LLP 404-366-1000 Stolze, Teresa Marie 151873 Jonesboro 770-477-3450 (I) Dixon, Billy J. Assistant District Attorney 770-477-3450 Tillman, Trenile Nicole 193649 Jonesboro 770-210-8200 (I) Lister, Steven E. Steven E. Lister, P.C. 770-471-9000

CIRCUIT: COWETA Cranford, John Herbert 930704 Newnan 770-254-7300 (I) Faucette, Vincent James Coweta Judicial Circuit 770-830-2171 Gess, Jacqueline Skye 440571 Carrollton Group Mentoring Golshan, Azadeh 903663 Newnan 770-254-2704 (I) Simmons, Maryellen Word & Simmons P.C. 770-830-1323 Harris, Kevin B. 833239 Carrollton 404-538-0366 (I) Mitchell, Thomas P. The Mitchell Law Group, LLC 678-464-5502 Hudson, Beth Madison Tidwell 706975 Newnan 770-253-4025 Group Mentoring Wallace, Jessica Lynn 698215 Greenville 864-326-4833 (I) Rao, Rathi Ashok Ibrahim & Rao LLP 404-446-4700 Warner, Michael Williams 751362 Newnan 404-368-8341 Group Mentoring Williams, Lanicia Marquetta 523359 Newnan Group Mentoring Wright, Whitney Erin 136383 Sharpsburg 404-580-9553 Group Mentoring

CIRCUIT: FLINT Greer, April Martina 143038 Hampton 770-380-3160 (O) Cooper, LeAnne Passmore LeAnne P. Cooper, P.C. 770-626-5640 Logan, Tiffany Norris 528915 Mcdonough 512-619-4391 Group Mentoring

173 Monday, June 03, 2013 Page 16 of 24 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 6 Nagel, Daniel J. 507246 Hampton (I) Lister, Steven E. Steven E. Lister, P.C. 770-471-9000 Sherwood, Erika Margarita 380527 McDonough 404-775-8653 Group Mentoring Vickers, Janet Lynn 869668 Stockbridge 219-608-7000 Group Mentoring

CIRCUIT: GRIFFIN Chrispin, Natasha 353546 Fayetteville (I) Lawrence-Watkins, Bernie M. B. Lawrence Watkins & Associates, P.C. 404-593-2077 Labi, Hamida Suad 654155 Fayetteville 770-843-9448 Group Mentoring Little, Steven Wayne 149470 Fayetteville 770-490-0222 Group Mentoring Moon, Hyungsub 120071 Peachtree City 650-793-7006 Group Mentoring

CIRCUIT: TOWALIGA Vaughn, Benjamin Austin 803115 Forsyth 478-994-8535 (I) Dillon, Michael Andrew Dillon & Vaughn, P.C. 478-994-8535 Wilson, Bryan Scott 698135 Forsyth 478-992-5244 Group Mentoring

JAD: 7 CIRCUIT: COBB Austin, Sarah Taylor 749080 Marietta 770-817-5547 (I) Payne, Jacqueline L. Atlanta Legal Aid Society 770-528-2568 Ball, Shonda Michell 352661 Austell Group Mentoring Barnhill, Paul Edward 425240 Kennesaw 678-313-8392 Group Mentoring Bingham, Lauren Elisabeth 874385 Marietta 770-598-3411 Group Mentoring Burdick, Joshua Samuel 335093 Smyrna 480-250-2503 Group Mentoring Campbell, Christopher Allan 903163 Marietta 770-303-0700 (I) Bradley, Terrence Ahmed 770-303-0700 Carman, Stephanie Birge 497176 Marietta 678-524-1132 Group Mentoring Craven, Richard Mark 218589 Acworth 770-337-8473 (O) Schnatmeier, Robert Frank Gentry Smith Dettmering Morgan 770-422-9080 Schnatmei Deariso, Michael Dane 696424 Marietta 770-528-8500 (I) Sneed, Aurieanne T. Cobb County Solicitor's Office 770-528-8565 Dickson, Christopher Laffitte 471367 Smyrna Group Mentoring Dodd, Katherine Lynn 238347 Kennesaw 770-635-0334 Group Mentoring Finkley, Reshaun Markie 896776 Smyrna 202-421-5314 Group Mentoring

174 Monday, June 03, 2013 Page 17 of 24 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 7 Futrell, Jonathan Simmons 914716 Marietta 770-429-1499 (I) Smith, Angela Harrison Moore Ingram Johnson & Steele LLP 770-429-1499 Hodges, Jared Kim 225385 Marietta 770-422-1776 (I) Gaba, Jeffrey N. Gregory, Doyle, Calhoun & Rogers, LLC 770-422-1776 Hummel, Norbert Daniel 248105 Marietta 770-429-5071 (I) Richardson, Veronica La'Sha Moore Ingram Johnson & Steele, LLP Joiner, James Clinton 625704 Marietta (O) Gavrin, Daniel Eli 770-408-1221 Kessler, Elizabeth Hart 180959 Marietta 770-422-3233 (I) Hynes, Sean Lombardy Downey & Cleveland, LLP 770-422-3233 Lowery, Jeannine Marie 622698 Marietta 404-323-6158 Group Mentoring Morgan, Samuel Lynndon 225386 Kennesaw (O) Carvalho, Michael Paul Carvalho & Associates PC 678-354-0066 Morrow, Howard Tremayne 382763 Marietta 404-446-3520 (O) Carpenter, Raymond P. Raymond P Carpenter, Attorney At Law 770-998-2722 Nasseh, Prosha Amelia 620477 Smyrna 770-433-9345 (I) Merritt, Richard Vinson Merritt & Fletcher, LLC 770-433-9345 Oberkfell, Melissa J. 404111 Marietta 800-401-7422 Group Mentoring Palmquist, Hannah Mary 944462 Marietta 770-528-3080 (I) Geary, Donald Paul Cobb County District Attorney's Office 770-528-3328 Patton, Demetria S. 222663 Smyrna Group Mentoring Pierson, Amy Lou 340494 Kennesaw 770-635-0334 Group Mentoring McKinley Law Group LLC 404-841-8480 Proctor, Bradley Gray 131596 Marietta 770-424-1934 (I) Jones, Matthew Boyd Busch & Reed PC 770-424-1934 Roberts, Graham Pryor 402937 Marietta 770-429-1499 (I) Smith, Brian David Moore Ingram Johnson & Steele LLP 770-429-1499 Russell, Danielle Elizabeth 788358 Marietta (I) Sneed, Aurieanne T. Cobb County Solicitor's Office 770-528-8565 Singleton, Jennifer Danielle 829971 Acworth Group Mentoring Smith, Daniel Felton 763624 Kennesaw Group Mentoring Smith, Victoria Helysea 478667 Smyrna Group Mentoring Stephenson, Antoinette Alicia 412085 Smyrna (I) Stanford, Tina G. Fulton County District Attorney's Office 404-612-4937 Van der Linden, Jeanette Maria 146358 Marietta 770-359-8367 (O) Abbott, Patricia Gabrielle Abbott Law Firm PC 770-424-6026 Venezia, Jaclyn Marie 904241 Marietta 678-310-9350 (O) Gonzalez, Deborah Law2sm, LLC 706-614-9915 Withrow, Daphne Schelke 456554 Marietta 770-429-1499 (I) Smith, Jere Crews Moore Ingram Johnson & Steele LLP 770-429-1499

CIRCUIT: CONASAUGA Barkley, Patrick Lane 781675 Dalton 706-278-0525 (I) Bates, Jesse Raymond Little Bates & Kelehear P.C. 706-278-0525 Blackburn Carrillo, Lara Beth 770217 Dalton 706-226-9675 (I) Blackburn, David T. Blackburn & Blackburn 706-226-9675 Lock, Nathan Daniel 948780 Dalton 706-278-4499 (I) Fordham, James T. McCamy Phillips Tuggle & Fordham LLP 706-278-4499 Naik, Urvish Pramod 384306 Dalton 706-529-7366 Group Mentoring Norman, Victoria Keely 980690 Dalton 706-876-1300 (I) Helton, John Scott Office of the District Attorney 706-876-1300

175 Monday, June 03, 2013 Page 18 of 24 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 7 CIRCUIT: DOUGLAS Bovingdon, Michael James 539343 Douglasville Group Mentoring Charlotin, Maureen Ann 974995 Douglasville 678-653-7327 (I) Dickason, Matthew Allen Matthew A. Dickason, P.C. 770-407-5247 Duchac, Clarence Fred 445565 Douglasville 770-489-5238 (I) Sullivan, Debra Marie Rockdale County D. A.'s Office 770-278-7947 Howard, Matthew Brandon 550524 Douglasville 770-577-3559 (I) Kendall, Michael Charles Kendall Law Group, LLC 770-577-3559 Todd, Lara 849959 Douglasville 678-613-3615 Group Mentoring

CIRCUIT: LOOKOUT MTN Kelley, Michael David 756801 Ringgold (I) Dunn, David James Circuit Public Defender Lookout Mtn Circ 706-638-3290

CIRCUIT: PAULDING Hicks, Detra Dewitt 982460 Dallas 214-426-3906 Group Mentoring Webster, Brian Christopher 805146 Hiram Group Mentoring

CIRCUIT: ROME Jackson, Christopher Ross 828618 Rome 706-234-0975 (I) Rutledge, Robert Christian Rome Circuit Public Defender Office 706-234-0975 Niedrach, John Finley 152408 Rome 706-291-6223 (I) Peek, Julius Winfrey McRae Stegall Peek Harman Smith & 706-291-6223 Mannin

CIRCUIT: TALLAPOOSA Britt, Jamie Danielle 426108 Cedartown 770-748-3480 (I) Dennis, Johnny Roger John R. Dennis, Attorney at Law 706-857-2415 Mays, John Alfred 537003 Cedartown 770-748-5643 (I) Lundy, William L. Parker & Lundy 770-748-5643

JAD: 8 CIRCUIT: MIDDLE O'Connor, Daniel James 216133 Vidalia 912-537-9021 (I) Bryant, Malcolm F. Judge, State Court, Toombs County 912-537-9021

CIRCUIT: OCMULGEE Carey, Erin Kathleen 238066 Greensboro Group Mentoring

176 Monday, June 03, 2013 Page 19 of 24 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 8 CIRCUIT: OCONEE Aiken, Kimberly Wakefield 330711 Jacksonville 866-846-0654 Group Mentoring Gordon, Christopher Cary 922377 Eastman 478-374-3482 (I) Vaughn, Timothy Grady Oconee Judicial Circuit 478-374-3482

JAD: 9 CIRCUIT: APPALACHIAN George, Michael Edwin 822642 Ellijay 706-635-5381 (I) Lewis, Rita Belinda Towaliga Circuit District Attorney's Off 770-504-2407

CIRCUIT: BELL FORSYTH Anderson, Molly Martin 929473 Cumming 770-781-4100 (I) Miles, Dana B. Miles Patterson Hansford Tallant, LLC 770-781-4100 Brumlow, Douglas Ryan 342182 Cumming 770-781-4100 (I) Hansford, Brian Allen Miles Patterson Hansford Tallant LLP 770-781-4100 Colmey, Kimberly Anne 883882 Cumming 770-887-3188 (I) Hamilton, Frank William The Hamilton Law Firm 770-887-3188 D'Entremont, Samuel R. 580881 Cumming 770-781-2145 (I) O'Mara, Erin Ann Spicer, Jennifer Lynn 275474 Cumming 770-781-2145 (I) O'Mara, Erin Ann Swofford, Deborah Anice 342271 Cumming 770-406-8060 (I) McDonough, Kevin James The Law Offices of Kevin J. McDonough, P 770-406-8060 Thomas, Tauri Levon 357086 Cumming 770-205-4670 (I) Freeman, Sheryl Drake District Attorney 770-477-3450

CIRCUIT: BLUE RIDGE Ashe, Rachel Marie 721780 Canton 678-493-6360 (I) Rock, Jessica K. DeKalb County Off. of the Solicitor-Gene 404-371-7070 Fultz, Jonathan Andrew 895042 Canton 770-720-1144 (I) Connolly, John Francis Flint Connolly & Walker LLP 770-720-4411 Heeth, Ryan David 944978 Canton 404-569-7302 Group Mentoring Howard, Margaret Brooke 539838 Woodstock 770-517-6005 (O) Howard, Gretchen Michele Jahn & Malas, LLP 404-688-8638 Huong, Jeffrey G. 650817 Canton 678-493-6360 (I) O'Mara, Erin Ann Jordan, Benjamin Joel 533635 Canton 706-633-3895 Group Mentoring Parsons, Keenan Joel 879794 Woodstock 678-488-3733 Group Mentoring Roach, Abigail Louise 758393 Canton 770-479-1406 (I) Roach, Thomas A. Roach Caudill & Gunn LLP 770-479-1406 Wehunt, Andrew Frasier 966982 Canton 770-479-5257 (I) Meyers, Jenny Rebecca Meyers & Meyers PC 770-479-5257

CIRCUIT: ENOTAH

177 Monday, June 03, 2013 Page 20 of 24 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 9 Lingsch, Joshua Allen 250410 Dahlonega Group Mentoring Wersing, Elliott Ethan 428676 Hiawassee 770-982-2252 Group Mentoring

CIRCUIT: GWINNETT Alwan, Zainab AbdalSalam 385074 Duluth (I) Echols, Eli Aragorn Socheat Chea, P.C. 770-623-8880 Amato, Mitchell Christopher 646548 Buford 678-455-4610 (I) Sorohan, Diedra Lockhart O'Kelley & Sorohan, LLC 770-497-1880 Brinkley, Christopher Alen 879901 Duluth 770-609-6644 Group Mentoring Brown, Henrietta Gaveral 253547 Snellville Group Mentoring Chaness, Bret Jacob 720572 Peachtree Corners 678-281-2730 (I) Lublin, Peter Lawrence Rubin Lublin LLC 770-246-3333 Dubale, Daniel Demeke N. 420391 Lawrenceville 404-647-9201 Group Mentoring Erwin, Anna Colleen Wolosic 916882 Norcross 770-650-7200 (I) Taylor, Christopher Casey Taylor Lee & Associates 770-650-7200 Ettinoffe, Sharna Sagita 376083 Snellville 678-665-1409 Group Mentoring Freeman, Natasha Y. 793530 Lawrenceville 540-904-9456 Group Mentoring Gibson, Casey Roise 807527 Norcross 404-590-7559 (O) Richardson, Max C. 770-209-7999 Groh, Hannah Colleen 231413 Peachtree Corners 770-246-3300 (I) Cook, Tenise Alexandra Rubin Lublin, LLC 770-246-3304 Hamilton, Tracy Michelle 897806 Norcross 678-421-3280 Group Mentoring Henry, Joseph Kenneth 341101 Lawrenceville 678-736-3454 (I) Potts, Julie A. Bedore Office of the Solicitor 770-822-8300 Hilburn, Charles Benton 300284 Lawrenceville 770-822-2911 (I) Waters, Marion George Speed, Seta & Waters, LLC 770-822-2911 Howard, Natalie Kay 889108 Snellville Group Mentoring James, Laura Kay 225167 Sugar Hill 770-722-0607 Group Mentoring Jones, Kimberly Briana-Mari 786858 Duluth Group Mentoring Mars, Jawara Osayande 398803 Snellville 770-378-5930 (I) Doverspike, John David John David Doverspike Sr PC 770-518-8080 Martinez, Ryan Kendrick 478131 Peachtree Corners 770-246-3354 Group Mentoring Morin, Amanda Lee 376058 Lawrenceville 404-408-8761 (I) Joseph, Robert Raymond Hill Kertscher & Wharton, LLP 770-953-0995 Morrissette, La'Kinta Mechi 265776 Norcross Group Mentoring Nguyen, Mai Ngoc 856222 Duluth 770-564-6595 (I) Woodring, Daniel Aaron Primerica Financial Services 470-564-7681 Owen, Andrea Soles 802152 Lawrenceville 770-822-2911 (I) Waters, Marion George Speed, Seta & Waters, LLC 770-822-2911 Patel, Chirag Bharat 763713 Lawrenceville 404-373-6336 (I) Cuadra, Norman H. Cuadra & Patel, LLC 404-373-6336 Reott, Donald Edward 320421 Lilburn 770-982-2252 (I) Edmonson, John Nat The Orlando Firm, P.C. 404-373-1800 Robinson, Glynn Edward 934244 Snellville 770-736-8569 (O) Maddison, Kareem Aziz Morris Hardwick Schneider 770-723-1282

178 Monday, June 03, 2013 Page 21 of 24 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 9 Scanlin, Bridget Layng 604684 Lawrenceville 770-985-6226 (O) Layng, Mark Earle The Layng Law Firm, PC. 770-985-6509 Shah, Mili Nitin 392355 Duluth (I) Gaalema, Richard Grant Kitchens Kelley Gaynes, PC 404-237-4100 Sills, Stephen Glenn 737358 Lawrenceville 770-789-1286 Group Mentoring Smith, Ryan Breaux 217225 Duluth 316-253-5273 Group Mentoring Strang, Aleksandra 222133 Lawrenceville 404-936-7748 (I) Kralicek, Frank Jerome Hughes White Kralicek 770-955-9005 Sturm, James Andrew 191265 Peachtree Corners 678-281-2733 (I) Caplan, Lisa F. Rubin Lublin LLC 770-246-3303 Tran, Dinh 859894 Duluth 478-238-3464 Group Mentoring Weitnauer, John Bowden 234207 Lawrenceville 770-619-6134 (I) Rock, Jessica K. DeKalb County Off. of the Solicitor-Gene 404-371-7070 White, Keaston Elliot 871928 Lawrenceville 770-374-9501 Group Mentoring Williams, Evon Bernadette 634410 Snellville Group Mentoring Wilson, Wesley Wade 767389 Norcross Group Mentoring

CIRCUIT: NORTHEASTERN Akan, Grace Kokomma 871854 Gainesville 770-718-5523 (I) Duttweiler, Larry L. Northeastern Public Defender 770-297-3532 Faivre, Stephen Robert 751145 Gainesville Group Mentoring Francis, James Rushdy 645031 Gainesville 770-534-3770 (I) Chambers, Robert Wakefield Coleman Chambers & Rogers LLP 770-534-3770 Hall, Katherine Weaver 155715 Gainesville 770-503-1582 (I) Weaver, Michael L. Weaver Law Firm 770-503-1582 Partridge, Sara Lynn 464866 Gainesville 770-531-7012 (I) Siemon, Josie A. The Siemon Law Firm PC 770-521-4316 Rinderknecht, Thereasa 556124 Gainesville 678-450-1444 (I) Patterson, Franklin Barton Bart Patterson & Associates LLC 678-450-1444 Smith, Zachary Holman 466760 Gainesville 770-531-6965 (I) Vance, Wanda Lynn Hall County District Attorney's Office 770-531-6965

JAD: 10 CIRCUIT: ALCOVY Alexis, Chad 226726 Covington Group Mentoring Freeman, Cheryl Renee' 428312 Covington 404-403-8078 Group Mentoring Harris, Destiny Shekinah 454464 Covington 770-784-2070 (I) Racine, Elizabeth Dalia DeKalb County District Attorney's Office 404-371-2556 Hempfling, Christopher George 325046 Covington 678-509-5441 (O) Adams, Sara Elizabeth Sara E. Adams, P.C. 770-466-6149 Kimbro, Jennifer Lynn 646642 Loganville (O) Malick, Heather Marie Shapiro Swertfeger & Hasty LLP 770-963-7147 Peacock, Malachi Reid 420562 Monroe 770-266-1548 (I) Zon, Layla Hinton Alcovy Judicial Circuit 770-784-2070

179 Monday, June 03, 2013 Page 22 of 24 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 10 Sperry, Christopher David 496489 Covington (I) Bell, Melanie McCrorey Newton County District Attorney's Office 770-784-2070 Wein, Michelle Lucille 385424 Loganville 770-554-1400 Group Mentoring Wills, Kali 730769 Covington Group Mentoring

CIRCUIT: AUGUSTA Abalmazova, Yelena 788240 Augusta 706-821-1220 (I) Johnson, Nancy Berger Solicitor General's Office 706-821-1220 Abraham, Demetrius Tyrone 502602 Grovetown 706-250-2397 Group Mentoring Bodie, Courtney Leigh 247967 Augusta 706-860-8030 (O) Kilpatrick, Andrew J. Andrew J Kilpatrick II P.C. 706-860-9292 Dodd, Lucy Pope 113309 Augusta 762-233-2891 (I) Balducci, Paul Vincent 706-722-5100 Goolsby, James Blake 357548 Augusta 706-863-5281 (I) Goolsby, Richard Hays Goolsby Law Firm, LLC 706-863-5281 Izmaylova, Olga Borisovna 666858 Augusta 706-312-5105 (I) Mason, Katherine Morgan Office of the Public Defender 706-312-5105 Long, Iverson Bryans 516072 Augusta 706-434-1717 (I) Gibson, John William Hull/Storey Development, LLC Morehouse, Ashley Jayne 130511 Augusta 706-821-1220 (I) Johnson, Nancy Berger Solicitor General's Office 706-821-1220 Sheikh, Zameer Ahmad 595171 Martinez Group Mentoring Snead, Arthur Erik 623778 Martinez 706-860-6222 (I) Mason, Katherine Morgan Office of the Public Defender 706-312-5105

CIRCUIT: NORTHERN Magill, Connor Lee 317449 Royston Group Mentoring Van Dora, Jeremiah Tash 798552 Hartwell 706-377-4044 (I) Van Dora, Tash J. Attorney at Law 706-377-4044

CIRCUIT: PIEDMONT DeTardo, Michael Douglas 688898 Jefferson 706-387-6298 (I) Cole, Marsha Dooley 706-224-3317 Hunter, Penny Sueann 228911 Winder 770-867-7505 (I) Lindsay, John Jess Strickland Chesnutt & Lindsay, LLP 770-867-7505

CIRCUIT: TOOMBS Gupta, Alpana 148660 Washington 404-253-6016 (I) Light, Kalin M. Ashe Rafuse & Hill LLP 404-312-3119

CIRCUIT: WESTERN Seo, Dong Geuk 421063 Athens 706-254-5872 Group Mentoring Sledge, Ryan Joshua 359443 Bogart 706-296-6230 Group Mentoring Trujillo, Miguel Alejandro 327175 Athens 706-548-1151 (I) Allen, J. Edward Fortson, Bentley & Griffin 706-548-1151

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JAD: 10 Whitmire, David Roberts 136554 Watkinsville 478-550-7334 (O) Healan, William Doyle Healan Law Offices 770-867-7554

JAD: Out-Of-State CIRCUIT: Out-Of-State Carlson, Clifford Alva Philli 227503 Kathleen, GA (O) Wilkerson, T. Rabb 478-334-2266 Fox, Martha Lodge 519631 Mequon, WI 484-620-6018 Group Mentoring Franklin, Matthew Wade 709880 Midville, GA (I) Faircloth, Robert Brandon Laurens County District Attorney Office 478-272-0440 Grant, Candice Carla 886581 Columbia, SC 803-351-1785 Group Mentoring Guttin, Andrea Danit 168145 New York, NY 212-845-5208 (I) Bush, Robert Wayne Georgia Legal Services Program 912-651-2180 Harden, Christopher Matthew 198342 Chattanooga, TN 423-504-8947 Group Mentoring Hudgens, John Nathan 729549 Columbia, MO Group Mentoring Kennard, Benjamin Richard 337481 West Palm Beach, FL 561-355-1969 (I) Williams, David Gwilym Sheley, Hall & Williams, P.C. 404-880-1368 Mazurkiewicz, Jennifer Lee 225008 Amherst, NY 716-228-6976 (I) Gorman, Trudy Walker T W Gorman & Associates LLC 770-445-9580 Peardon, Lynsay Anne 194977 La Fayette, GA 706-638-2121 (I) Evans, Elizabeth Overcamp Lookout Mtn. District Attorney's Office 706-638-2121 Williams, Shalanda Jacquice 201905 Owensboro, KY 407-491-7884 Group Mentoring

181 Monday, June 03, 2013 Page 24 of 24 STATE BAR OF GEORGIA COMMISSION ON CONTINUING LAWYER COMPETENCY

TRANSITION INTO LAW PRACTICE PROGRAM

Tangela S. King, Director John T. Marshall, Chair Standards of the Profession Committee

Mentor & Beginning Lawyer List The attached list is arranged by Judicial District, in ascending order. Judicial Circuits are listed alphabetically within each Judicial District. Beginning Lawyers are listed alphabetically by last name within each Judicial Circuit.

THIS LIST IS FOR FISCAL YEAR 2013 (JULY 1, 2012 – JUNE 30, 2013) MENTORING ASSIGNMENTS

12 Month Mentoring Periods Correspond with Administration of Bar Examinations.

Beginning Lawyers who pass July Bar get results in October. Their 12 Month Mentoring Period is a Calendar Year (subsequent January 1 – December 31).

Beginning Lawyers who pass February Bar get results in May. Their 12 Month Mentoring Period is a Fiscal Year (subsequent July 1 – June 30).

182 104 Marietta Street, Suite 100 Atlanta, Georgia 30303 (404) 527-8704 [email protected]

Assignments Sorted By Beginning Lawyer O - Outside I - Inside B - Both Status Year: 13FY

Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 1 CIRCUIT: ATLANTIC Lanier, Mark Arthur 642003 Pembroke 912-653-9370 (I) Waters, Matthew Lanier Matthew L Waters P. C. 478-864-9370

CIRCUIT: BRUNSWICK Jones, Leah Lewis 795370 Jesup 912-427-8786 (I) Jacobs, Samantha F. Samantha F. Jacobs PC 912-427-8786

CIRCUIT: EASTERN Brewington, Katie Ann 192610 Pooler 912-988-7834 (I) Smart, Don Smart & Harris 912-201-2332 Cronk, Harold Joseph 815283 Savannah 912-236-4878 (I) Cronk, Harold Joseph Harold J. Cronk, P.C. 912-236-4878 Fitzgerald, Mary Susan 787997 Savannah 912-652-7587 (I) Elmore, Ann McNellis District Attorney's Office 912-652-7308 Ha, YoonHye Grace 478785 Savannah 912-652-8034 (I) Elmore, Ann McNellis District Attorney's Office 912-652-7308 Harrison, Richard Scott 769818 Savannah 912-234-1133 (I) Middleton, Richard H. The Middleton Firm, L.L.C. 912-234-1133 Landis, Leigh Anne 601163 Savannah 912-234-8875 (I) Hughes, Robert Clayton Brannen Searcy & Smith 912-234-8875 Murphy, Kelin Eileen 667541 Savannah (I) Hunter, William J. Oliver Maner LLP 912-236-3311 Penney, Graham Jeffrey 393423 Savannah Group Mentoring Reichanadter, Casey Lee 531810 Savannah 912-236-9559 (I) Claiborne, William Randolph Claiborne & Surmay PC 912-236-9559 Thomas, Brandon Alexander 742344 Savannah 404-759-0372 (I) Martin, Todd Houston Public Defender's Office 912-447-4901 Thompson, Philip Michael 963572 Savannah 912-233-9700 (I) O'Connell, Tracy Ann Ellis, Painter, Ratterree & Adams, LLP 912-233-9700 Toler, Matthew Rollins 590083 Savannah 912-644-5749 Group Mentoring

CIRCUIT: OGEECHEE Barr, Beverly Hopkins 748407 Statesboro (I) Woodrum, William E. Superior Court Ogeechee Circuit 912-764-4251 Nelson, Billy Joe 940553 Statesboro 912-764-8600 (I) Dutton, Sandra District Attorney's Office 912-876-4151

JAD: 2 CIRCUIT: DOUGHERTY Garza, Erika 111083 Albany 229-431-3210 (I) Lockette, Willie E. Dougherty Circuit Superior Court 229-431-2186

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JAD: 2

CIRCUIT: SOUTH GEORGIA Williams, Gregory Terrell 443607 Camilla 229-336-3962 (I) Erwin, William A. Powell & Erwin, P.C. 229-336-3962

CIRCUIT: SOUTHERN Taute, Laura Marie 657125 Valdosta 229-671-2800 (I) Bryant, Valerie Thomas Office of the Public Defender 229-671-2800

JAD: 3 CIRCUIT: CHATTAHOOCHEE Curry, Jennifer Ann 127101 Columbus 706-221-5286 (O) Morgan, W. Donald Don Morgan, PC 706-221-5286 Scheller, Megan 872732 Columbus 706-494-3818 (I) Ivey, Paul Douglas Hall, Booth, Smith & Slover, P.C. 706-494-3818 Williams, Mariel Elynn 707608 Columbus 706-494-3818 (I) Ivey, Paul Douglas Hall, Booth, Smith & Slover, P.C. 706-494-3818

CIRCUIT: HOUSTON Grush, Kristen Nicole 701591 Warner Robins 478-334-2014 (O) Williams, George L. 478-923-0236

CIRCUIT: MACON Ekeledo, Emeka BJ 619819 Macon 478-335-3944 Group Mentoring Leslie, Donyale Nicole 120308 Macon 478-743-8651 Group Mentoring Steele, Christopher Allen 631313 Macon (I) Bates, William Carter James Bates Brannan Groover LLP 478-742-4280

JAD: 4 CIRCUIT: STONE MOUNTAIN Aulova, Tamara Yuryevna 473422 Tucker Group Mentoring Brasfield, Jillian Christiane 411113 Decatur 770-841-6482 (I) Racine, Elizabeth Dalia DeKalb County District Attorney's Office 404-371-2556 Butler, Siobhan Shantrice 825723 Chamblee Group Mentoring Farmer, Regina Price 708136 Tucker 678-713-3834 (O) Hilton, Catherine Marie UPS Capital Corporation 404-828-6277

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JAD: 4 Hughes, Darlene Yvette 795611 Stone Mountain Group Mentoring Hughes, Matthew Robert 509157 Decatur Group Mentoring Layton, Allison 668647 Decatur (I) Mason, Gerald Dekalb County District Attorney's Office 404-371-0253 Ledbetter, Jamison Blake 514151 Decatur 404-296-5101 (I) Conoscienti, Joseph A. Conoscienti & Kendall, P.C. 404-296-5101 Mitchell, Kevin Dion 760286 Stone Mountain 678-774-9599 Group Mentoring Morgan, Toby Kei Leana 788336 Decatur 770-359-8850 (O) Mixon, John Stephen Millar & Mixon LLC 770-955-0100 Murphy, Elizabeth Layne 254491 Decatur 615-243-7046 Group Mentoring Na, Austen Christian 791438 Decatur 404-989-5151 (I) Mitchell, Thomas P. The Mitchell Law Group, LLC 678-464-5502 Newman, Samantha Joan 411508 Decatur 404-408-0765 (I) Rock, Jessica K. DeKalb County Off. of the Solicitor-Gene 404-371-7070 Nikitas, Christus John 438956 Decatur 404-630-7559 Group Mentoring Robinson, Mark Allen Crigler 904711 Decatur 404-377-6464 (I) Robinson, John E. Robinson & Blazer, LLP 404-377-6464 Vo, Nancy Mai 970953 Tucker Group Mentoring Yarbrough, Cynthia Jean 680859 Tucker Group Mentoring

JAD: 5 CIRCUIT: Foster, Joshua Monroe 296551 Johns Creek Group Mentoring Henderson, Kelly Otis 625108 Johns Creek 404-993-3557 Group Mentoring Lewkowitz, John Steven 926650 Johns Creek 770-752-0795 Group Mentoring

CIRCUIT: ATLANTA Abdur-Rahim, Muhammad Abdul- 560822 Atlanta 404-791-8395 Group Mentoring Allen, Ana-Helena Rodriguez 388566 Atlanta 404-612-4611 (O) Redmon, Melissa D. Fulton County District Attorney's Office 404-730-4891 Alvarez, Laura 590736 Atlanta 678-683-8500 (I) Olmos, Amalia Bernadette A.B. Olmos & Associates, P.C. 678-683-8500 Amir, Saira Fatima 642030 Atlanta 404-581-8337 (I) Flannery, Diane Pulley McGuire Woods Ashbee, Blake Manning 779807 Atlanta 404-232-6562 (I) Teague, William Ryan Office of the Governor of Georgia 404-358-7390 Barnett, Lauren Elizabeth 986486 Atlanta 404-478-7872 Group Mentoring Bass, James Matthew 454377 Atlanta 646-881-4274 (I) Sauls, Edward Berk 404-372-6702 Bearden, Christie Monteilh 715044 Atlanta (I) Sudman, Ira Mark Bright From the Start Ga. Dept. of Early 404-463-4094

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JAD: 5 Beckerman, Jared Sean 663953 Atlanta 404-888-8857 (I) Infinger, Glenn T. Mazursky Constantine LLC 404-888-8845 Bedy, Aaron Joseph 571499 Atlanta 404-452-0726 Group Mentoring Boring, Amy Bentsen 587213 Atlanta 404-614-7466 (I) Polly, Ronald Glen Hawkins Parnell Thackston & Young LLP 404-614-7400 Brenner, Harry 628504 Atlanta 404-373-1649 (I) Gordon, Lawrence Ross Affleck & Gordon, P.C. 404-373-1649 Britt, Elizabeth Victoria 177888 Atlanta 404-819-7196 Group Mentoring Brittingham, John Macdougall 390469 Atlanta 404-885-3340 (I) Domby, Arthur H. Troutman Sanders LLP 404-885-3130 Broder, Karl Patrick 185273 Atlanta 404-885-3943 (I) Johnson, Michael Emmett Troutman Sanders LLP 404-885-3646 Bruno, Richard Samuel 257698 Atlanta 404-256-0700 Group Mentoring Bugay, Christopher Michael 290839 Atlanta 404-572-2723 (I) Hyman, John McClellan King & Spalding LLP 404-572-4615 Cheesbro, Benjamin Wayne 648368 Atlanta 912-280-1330 (I) Johnson, Michael Emmett Troutman Sanders LLP 404-885-3646 Chow, Kasey Chi Chuen 965161 Alpharetta 770-232-9200 (I) Steinhart, Lance J. M. Lance J.M. Steinhart PC 770-232-9200 Churchill, Christopher John 152248 Atlanta (I) Woo, Robert Ken King & Spalding LLP 404-572-4940 Comparetta, Cara Ann 881845 Atlanta 404-524-6400 Group Mentoring Correa Delgadillo, Joel Aaron 104073 Atlanta 404-681-0680 Group Mentoring Dean, George Pearl 477923 Atlanta 404-463-2002 (I) Arora, Manubir Singh Manubir S. Arora, Esq. 404-881-8866 Dortch, Pavielle D'Weese 941406 Atlanta 404-952-3996 Group Mentoring Dunfee, James Henry 617117 Atlanta 404-305-5212 (I) Fineman, Michael Stuart Federal Aviation Administration 404-305-5235 Durham, Amy Nicole 818236 Atlanta Group Mentoring Durrence, Amy Melissa 170398 Atlanta 404-612-8522 (I) Sneed, Aurieanne T. Cobb County Solicitor's Office 770-528-8565 Early, Emily Camille Rutled 810206 Atlanta (I) Huddleston, Charles T. Baker Donelson Bearman Caldwell & 404-221-6536 Berkow Edwards, Danica Javonne 239425 Atlanta 770-303-6684 Group Mentoring Ewing, Monique Shlanda 238830 Atlanta 646-391-3694 Group Mentoring Felder, Precious 648264 Atlanta 404-221-8888 (O) Register, Eric Louis Register Lett LLP 404-352-9019 Fletcher, Jason Tucker 864834 Atlanta (I) D'Aurelio, Michael J. Thomas Horstemeyer LLP 770-933-9500 Ganti, Vivek Anand 755019 Atlanta 770-933-9500 (I) Reddy, Arvind Ramachandra Thomas Horstemeyer, LLP 770-933-9500 Glidewell, Edward Lee 865154 Atlanta 404-215-5769 Group Mentoring Granade, Christopher Thomas 225860 Atlanta Group Mentoring Grant, Roslyn Clinique 143199 Atlanta 404-932-4896 Group Mentoring Gravois, Robert Duncan 600183 Atlanta 770-933-9500 (I) Reddy, Arvind Ramachandra Thomas Horstemeyer, LLP 770-933-9500 Grier, Samuel Hudson 946158 Atlanta 770-378-0838 Group Mentoring

186 Monday, June 03, 2013 Page 4 of 12 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 5 Grunberg, Jonathan David 869318 Atlanta 404-891-1402 (I) Evans, Stacey Godfrey Wood, Hernacki & Evans, LLC 404-891-1404 Hadley, Christina Cathryn 641279 Atlanta 404-954-5000 (I) Henwood, W. Scott Hall Booth Smith, PC 404-954-5000 Hayes, Kasmyene Nyelle 859004 College Park 404-449-4179 Group Mentoring Hensel, Taylor Wayne 572754 Atlanta 404-633-9230 (I) Christopher, Kelly Leigh Buckley Brown PC 404-633-9230 Hill, Allison Binnicker 977668 Atlanta 404-273-8649 Group Mentoring Holley, Jason Cha 289560 Alpharetta 850-384-0576 Group Mentoring Horlander, Kaitlin Monica 279720 Alpharetta (I) King, Cheryl Conner Morris Hardwick Schneider 770-625-0200 Howard, Anna White 178754 Atlanta 404-321-1700 (I) May, Leigh Martin Butler Wooten & Fryhofer, LLP 404-321-1700 Hsieh, Chin Tso 632499 Atlanta Group Mentoring Ivie, Tanner David 842302 Atlanta 404-873-8788 (I) Dow, Robert Franklin Arnall Golden Gregory LLP 404-873-8706 James, Yamisi Tanisha 217924 Atlanta 770-640-9441 (I) Mobley, G. Melton Lokey, Mobley & Doyle, LLP 770-640-9441 Jeffers, Sanchia Celeste 981569 Atlanta 404-872-6672 Group Mentoring Johnson, Christopher Lawrence 953156 Atlanta (I) Pound, Theodore E. G. Commander + Pound LLP 404-584-8002 Jones, Matthew Thomas 938189 Atlanta 404-885-6118 (I) Marschalk, Barbara Anne Drew Eckl & Farnham LLP 404-885-6322 Karins, Joseph Thomas 833694 Atlanta 404-572-4600 Group Mentoring Kassab, Joseph Edward 450653 Atlanta 404-994-7304 (I) Bailey, Teresa L. Aldridge Connors LLP 404-994-7661 Kirkland, Deidre' Jur-L Stokes 227906 Atlanta 404-364-1821 (I) Abbott, Leslie Y. The Abbott Firm LLC 404-564-4491 Klapman, Sarah Elizabeth 437221 Atlanta 404-688-7530 (I) Kearns, Stephanie Federal Defender Program Inc 404-688-7530 Knox, Kenneth Anthony 453571 Atlanta 770-933-9500 (I) Hazzah, Karen Thomas Horstemeyer 770-933-9500 Krivovyaz, Marina Yefimovna 781282 Atlanta 404-215-5710 Group Mentoring Makande, Lydia Tafara 678858 Atlanta (I) Jennings, Paige Norwood 404-350-9092 Malik, Bilal Husien 558330 Atlanta 678-644-6764 Group Mentoring Masarek, Adam Mills 252466 Atlanta 404-885-6124 (I) Horowitz, Andrew David Drew Eckl & Farnham LLP 404-885-1400 McAuley, Lauren Allison 150532 Atlanta 404-612-4997 Group Mentoring McDaniel, Christopher Blake 228051 Atlanta Group Mentoring McDonald, Kevin Alan 559490 Atlanta 770-685-6320 (I) Rogers, Beth Ellen Rogers Law Offices 770-685-6320 Meeks, Zachary Case 169940 Atlanta 770-298-6969 (I) Moreland, Donald Moreland & Lerman PC 770-548-2714 Messinger, Charles Jarcho 740908 Atlanta 770-612-3499 Group Mentoring Mikhail, Matthew Mena 851340 Roswell (O) Elmankabady, Mina Adel Davis, Matthews & Quigley, P.C. 404-261-3900 Montgomery, Carla La'Nay 788068 Atlanta 917-208-0192 Group Mentoring

187 Monday, June 03, 2013 Page 5 of 12 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 5 Moriarty, Daniel Joseph 689867 Atlanta 770-690-8001 (I) Sapp, David A. Green & Sapp LLP 770-690-8001 Mundy, Jennifer Stalvey 288396 Atlanta 404-846-0100 (I) Brodhead, Ben C. Brodhead Law, LLC 404-846-0100 Murray, Chelsey Elyse 965090 Atlanta 404-522-2222 (I) Rodriguez, Elsa Clark & Washington, P.C. 404-522-2222 Nally, Emily Elizabeth 220931 Atlanta 404-705-3493 (I) Robinson, Pamela S. Neel & Robinson Attorneys at Law, LLC 404-459-9600 Opila, Sharon Rachel 631777 Atlanta 404-612-2681 (I) Hollander, Jill Fulton Cty District Attorney 404-612-4980 O'Quin, Jessica Lynne 531792 Atlanta Group Mentoring Oraefo, Amy Uchenna 268848 Fairburn (O) Brown, Sandra Lorraine Law Offices of Sandra L. Brown P.C. 404-946-1850 Ott, Ruth Claire 680411 Atlanta 404-969-3682 (I) Banta, Robert E. Banta Immigration Law Ltd. 404-249-9300 Pak, Chong U 862132 Atlanta 404-909-9170 (I) Chandler, Douglas Vincent Chandler Law, LLC 404-593-2670 Parrish, Meredith Mackenzie 860703 Atlanta 678-766-1700 (I) Neuberger, James Andrew Neuberger Law LLC 678-766-1700 Pate, Victor Lamar 718616 Atlanta 770-933-9500 (I) Schoen, Randy Richard Thomas Horstemeyer LLP 770-933-9500 Petersen, Adelle 521115 Atlanta 770-694-6942 (O) Zimmerman, Lawrence Jaso The Law Office of Lawrence J Zimmerman 404-351-3000 Pettis, Nicole Rebecca 579994 Atlanta 386-631-1270 Group Mentoring Pierzchala, Katrina Irene 235349 Atlanta 404-215-5910 Group Mentoring Polovnikova, Elena S. 904738 Atlanta 404-815-6102 (I) Beck, Joseph M. Kilpatrick Townsend & Stockton LLP 404-815-6406 Prather, Donald Michael 253185 Atlanta 770-488-8612 (I) Shope, Suzanne Seavello Centers for Disease Control & Prevention 770-488-8613 Pyun, Jung Yong 209839 Atlanta 770-226-2364 Group Mentoring Read, Timothy Thomas 567622 Roswell 770-676-6983 (I) Gabriel, Charles D. Pierce Gabriel Partners LLC 678-735-5900 Rosengarten, Clark Peller 629754 Atlanta 609-510-9449 Group Mentoring Ross, Brian Christopher 693299 Atlanta 404-612-4981 (I) Stanford, Tina G. Fulton County District Attorney's Office 404-612-4937 Ross, Jonathan Scott 543627 Atlanta 404-885-3968 (I) Reilly, Thomas Edward Troutman Sanders LLP 404-885-3256 Rubin, John Ryan Hogue 155337 Atlanta Group Mentoring Ruthenberg-Marshall, Margaret E. 854525 Atlanta 404-381-8655 Group Mentoring Sadler, Rhonda Jovan 120871 Atlanta 404-510-5429 Group Mentoring Schissel, Peter Joseph 135434 Atlanta 404-302-9869 Group Mentoring Schlesinger, Benjamin Robert 968326 Atlanta 404-653-6400 (I) Johnson, Lori-Ann Finnegan, Henderson, Farabow, Garrett & 404-653-6400 Schnyder, Nicholas Ryan 576115 Atlanta 770-978-6711 (I) Madden, Terance T Madden & Associates P.C. 770-978-6711 Schreck, Addison Johnson 691359 Alpharetta (I) Bacon-Tinsley, Anna Marie Tinsley Bacon Tinsley, L.L.C. 770-521-8790 Schreck, Peter Reilly 388740 Atlanta 404-215-3670 Group Mentoring Shechtman, Matthew Joseph 757781 Atlanta 607-351-4408 (I) Smith, Edward Kendrick Jones Day 404-581-8343

188 Monday, June 03, 2013 Page 6 of 12 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 5 Shuman, Emily McLarty 818951 Atlanta 404-885-6204 (I) Bennett, Christopher Andrew Drew Eckl & Farnham LLP 404-885-1400 Smith, Shannon Charlmane 733895 Atlanta 678-666-2473 (I) Scales, Ronica Robert J. Semrad & Associates, LLC 678-668-7169 Solley, Charles Edward 010108 Atlanta 404-537-5336 (I) Escoffery, Richard Murray Elarbee, Thompson, Sapp & Wilson, LLP 404-659-6700 Spell, Ryan Edd 498123 Atlanta 770-698-9556 (I) Jernigan, Keith Alan Coleman Talley LLP 770-698-9556 Sprinkel, Michael Allen 427012 Atlanta 404-612-4883 (I) Clark, James Kyle 678-513-4139 Stancliff, April Lynn 930237 Atlanta 770-939-9139 (I) Shewmaker, Steven P. Shewmaker & Shewmaker, LLC 770-939-1939 Stelter, Susan Elizabeth 397502 Roswell 770-993-5317 (I) Rowsey, Thomas Cornelius Thomas C. Rowsey, P.C. 770-993-5317 Stewart, Natasha Lashara 935107 Atlanta Group Mentoring Stone, Ellenor 833367 Atlanta 404-253-6000 (I) Koelker, Kelly J. Strong, Hayley Summer 310002 Atlanta 404-261-3900 (I) Drake, Melvin Leon Davis, Matthews & Quigley, P.C. 404-261-3900 Tinstman, John Richard 805179 Atlanta 404-815-3730 (I) Spillman, John H. Smith, Gambrell & Russell, LLP 404-815-3500 Tollison, Wayne Lee 949446 Atlanta 404-626-7178 (I) Self, Randel Upton Self & Associates, LLC 404-259-5648 Travis, Blake Alan 755936 Atlanta 404-521-9043 (I) Samuda, Rachel Oliver NAGE/SEIU 404-521-9043 Turner, Bonnie Killian 354130 Atlanta 404-667-8337 Group Mentoring Usry, Emily Marie 860945 Atlanta 404-954-5000 (I) Slemons, Dale E. Hall Booth Smith PC 404-954-6929 Virostko, Jennifer Rebecca 959286 Atlanta 404-552-4700 (I) Laney, Dan F. Rogers & Hardin LLP 404-522-4700 Waide, Amanda Michelle 663825 Atlanta 404-881-4409 (I) Powers, Tiffany Lynne Alston & Bird LLP 404-881-4249 Walkup, Glenn Edward 284772 Atlanta 404-992-8721 Group Mentoring Waluk, Christopher 176628 Atlanta 617-312-9521 (O) Wood, William B. Wood & Bembry LLC 770-963-6910 Waters, Luke Crumpton 279826 Atlanta 678-504-0023 Group Mentoring Weinstein, Bennett Adam 649453 Atlanta 404-567-0477 Group Mentoring Wizig, Diane Sharon 333706 Atlanta 404-881-4954 (I) Boyd, Meaghan Goodwin Alston & Bird LLP 404-881-7245

JAD: 6 CIRCUIT: CLAYTON De Gaeta, Zachary-Jon Fernande 507940 Jonesboro 404-516-5874 (I) Taylor, Christopher Casey Taylor Lee & Associates 770-650-7200 Hawes, Teola Treal 346043 Jonesboro 678-545-2118 Group Mentoring

CIRCUIT: COWETA

189 Monday, June 03, 2013 Page 7 of 12 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 6 Scott, Luis Raul 333165 Carrollton 770-214-2500 (I) Smith, Kenneth Alan Smith Wallis & Scott LLP 770-214-2500

CIRCUIT: FLINT Pearson, Megan Murren 384595 McDonough 770-957-3937 (I) Palmer, Pandora E. Pandora E. Palmer, P.C. 678-432-9958 Shah, Kalpin Bipin 858166 Stockbridge 404-354-0472 (I) Lister, Steven E. Steven E. Lister, P.C. 770-471-9000

CIRCUIT: GRIFFIN Baudhuin, Susan Lynne 188544 Peachtree City 404-474-0804 (O) Schultz, Jason Ramsey Jason R Schultz PC 404-474-0804 Dennis, Luther James 901215 Fayetteville 770-330-2234 Group Mentoring Modi, Nikita Bharatkumar 440389 Griffin Group Mentoring

JAD: 7 CIRCUIT: COBB Brown, William Collins 534645 Marietta 770-429-1499 (I) Smith, Brian David Moore Ingram Johnson & Steele LLP 770-429-1499 DuBose, Brandon Cory 690512 Smyrna 404-431-6389 (I) Sullivan, Debra Marie Rockdale County D. A.'s Office 770-278-7947 Emanuels, Gino Diego 273518 Marietta 770-528-8500 (I) Sneed, Aurieanne T. Cobb County Solicitor's Office 770-528-8565 Hager, Jeremy Richard 374084 Smyrna Group Mentoring Maddox, Jade Michelle 433899 Marietta 678-701-1110 (I) Mitchell, Thomas P. The Mitchell Law Group, LLC 678-464-5502 Nielsen Jennison, Valerie Lynne 491307 Marietta 609-519-0729 Group Mentoring Pearson, Kristi Michele 894133 Marietta 770-528-8573 (I) Sneed, Aurieanne T. Cobb County Solicitor's Office 770-528-8565 Reale, John Benjamin 128519 Marietta 770-364-9891 (I) Nanninga, Matthew Alan Drew Eckl & Farnham LLP 404-885-1400 Urbina-Pabon, Michael Christian 799854 Marietta 770-401-7646 (I) Alemany, Luis Guillermo The Alemany Law Firm, LLC 770-993-9636 Yankulova, Jennifer L. 134789 Marietta 770-817-5554 (I) Lister, Steven E. Steven E. Lister, P.C. 770-471-9000

CIRCUIT: CONASAUGA Matthews, James Christopher 559895 Dalton 706-876-1576 (I) McCarthy, Michael Robert Conasauga Public Defender's Office 706-876-1488 Moore, Savannah Bryant 796474 Dalton 706-259-2586 (I) Bledsoe, Jonathan Minor Bell & Neal PC 706-259-2586

CIRCUIT: PAULDING

190 Monday, June 03, 2013 Page 8 of 12 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 7 Knudsen, Katherine Lydell 644823 Dallas (I) Proctor, Ryan Alan Stearns-Montgomery & Proctor 770-426-1148 Rollins, Matthew Wayne 611763 Dallas 678-224-4310 (I) Lyles, Thomas David Assistant District Attorney 770-443-7561

CIRCUIT: TALLAPOOSA Drutman, Allison Sari 155269 Buchanan 770-646-6629 (I) Smith, David Laurence Circuit Public Defender Polk Circuit 770-748-3480

JAD: 8 CIRCUIT: DUBLIN Woolfolk, Brittany Melissa 547605 Dublin 478-275-2255 (I) King, Daniel Melvin Daniel M. King, Jr., LLC 478-275-2255

JAD: 9 CIRCUIT: BELL FORSYTH King, Alexander James 539714 Cumming Group Mentoring Woods, Pamela Suzanne 844679 Cumming 770-870-7048 Group Mentoring

CIRCUIT: BLUE RIDGE Carver, Jenny Lee 385950 Canton 678-439-1082 (I) Hendricks, Joe Wayne Milam, Brooks, & Hendricks, LLP 270-726-3145 Hall, Jessica Margit 410078 Canton 678-287-6221 (O) Barnett, Stacy Dane The Barnett Law Firm, P.C. 770-693-1633 Hill, Herbert Morrison 489806 Woodstock 404-933-3936 Group Mentoring Irving, George Campbell 507118 Woodstock 770-778-0067 (O) Koenig, George August 678-539-6171 Musa, Emmanuel Mufor 934296 Woodstock Group Mentoring

CIRCUIT: ENOTAH Mercer, William Keith 936290 Hiawassee 706-896-2241 (I) Stookey, Russell M. Russell M. Stookey PC 706-896-2241 Roberts, Char Leigh 504475 Cleveland Group Mentoring

CIRCUIT: GWINNETT

191 Monday, June 03, 2013 Page 9 of 12 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 9 Au, Ivan Wing Yun 290337 Buford Group Mentoring Baggett, Victoria Elizabeth 587845 Peachtree Corners 770-246-3302 Group Mentoring Chen, Ruoying 401731 Duluth 678-638-3053 (O) Wallace, Katherine Miller Alston & Bird LLP 404-881-7000 Davis, Joyce Tawanda 996081 Dacula Group Mentoring Hausmann, Katherine Merritt We 251075 Duluth 404-434-1385 Group Mentoring Jackson, Hannah Lockhart 727341 Duluth Group Mentoring Lee, Kyuhwan 597505 Norcross 770-448-9909 (I) Junker, Jules Xavier The Jules Law Group, LLC 770-448-9909 Lynn, Jeffries David 869646 Duluth 770-598-2360 Group Mentoring Nephew, Melissa June 266931 Lawrenceville 770-338-8300 Group Mentoring Sherrer, Craig Willis 322479 Snellville 404-433-8183 Group Mentoring Vu, Quoc Binh 144304 Suwanee 678-473-8597 (I) Liu, Jerry Chieh Arris Group, Inc. 678-473-8091 Ward, Whitney Lee 531799 Duluth 770-497-1880 (I) Sorohan, Diedra Lockhart O'Kelley & Sorohan, LLC 770-497-1880 Wilborn, Eric Paul 563028 Lawrenceville (O) Peevy, Donn Millard The Peevy Firm 770-963-0858 Williams, Mark Nicholas 756684 Norcross 770-449-7040 (I) Walton, James B. Cobb & Walton PC 770-449-7040

JAD: 10 CIRCUIT: ALCOVY Barth, Samuel Marcus 726364 Monroe 770-266-1790 (I) Zon, Layla Hinton Alcovy Judicial Circuit 770-784-2070 Craig, Emory Banks 697694 Covington 770-786-1320 (I) Craig, William Thomas 770-786-1320 Kaczmarczyk, Aleksandra Maria 419005 Loganville 770-554-8100 (I) Klob, Timothy Minthorn The Klob Law Firm 770-554-8100 Romanowski, Agatha Katherine 282491 Covington 770-784-2070 Group Mentoring

CIRCUIT: AUGUSTA Wilder, Kimberly Christina 146604 Augusta 706-312-5105 (I) Mason, Katherine Morgan Office of the Public Defender 706-312-5105 Winston, Ingrid Flora 622902 Augusta (I) Johnson, Nancy Berger Solicitor General's Office 706-821-1220

CIRCUIT: NORTHERN Plyler, Anna Grace 333485 Canon 706-318-0430 Group Mentoring

192 Monday, June 03, 2013 Page 10 of 12 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: 10 CIRCUIT: PIEDMONT Barrett, Mary Candice 628521 Winder 770-307-3040 (I) Slezak, Candace Kicklighter 770-307-3040 Crawford, Nathan Andrew 428903 Winder 770-307-3040 (I) Wilbanks, Deborah Schwind Piedmont Circuit District Attorney's Off 770-307-3040

CIRCUIT: TOOMBS Gupta, Alpana 148660 Washington 404-253-6016 (I) Light, Kalin M. Ashe Rafuse & Hill LLP 404-312-3119

CIRCUIT: WESTERN Baker, Nicholas Cole 947058 Athens 815-262-7804 Group Mentoring Ellison, David Felts 929203 Athens 706-208-3688 (O) Manoll, Roy Edward Fortson Bentley & Griffin 706-548-1151 Redmond, Jason Paul 289180 Athens 706-543-6043 (I) Archibald, Arthur Stephen Silver & Archibald, LLP 706-548-8122 Roberts, Jeremiah Thompson 435545 Athens 706-583-2625 (I) Walker, David C. Athens Regional Conflict Office 706-583-2625 Yalamanchili, Kalki 282377 Athens (I) Mauldin, Kenneth W. District Attorney 706-613-3240

JAD: Out-Of-State CIRCUIT: Out-Of-State Blake-Palmer, Sharon Vivienne 196853 Lawrewnceville, GA 678-374-9282 Group Mentoring Bond, Dexter Quinten 884928 Upper Marlboro, MD 301-455-9764 Group Mentoring Fox, Martha Lodge 519631 Mequon, WI 484-620-6018 Group Mentoring Guttin, Andrea Danit 168145 New York, NY 212-845-5208 (I) Bush, Robert Wayne Georgia Legal Services Program 912-651-2180 Hardamon, L'Chee Jovanna 125459 Fresno, CA Group Mentoring Hudgens, John Nathan 729549 Columbia, MO Group Mentoring Hurst, Tyler Kolby Lambert 999665 Tazewell, TN 423-626-5255 (I) Lublin, Peter Lawrence Rubin Lublin LLC 770-246-3333 King, Shena Shanique 974962 West Columbia, SC 478-247-3495 Group Mentoring Lee, Ashley Michelle 783231 Atlanta,, GA 404-676-8807 Group Mentoring Mazurkiewicz, Jennifer Lee 225008 Amherst, NY 716-228-6976 (I) Gorman, Trudy Walker T W Gorman & Associates LLC 770-445-9580 McKie, Sherard Kendal 446384 Columbia, MD 803-979-0686 Group Mentoring Merritt, George Anthony 284180 Saint Thomas, VI 340-779-4357 (O) Maston, William Grey William G. Maston, P.C. 912-238-4489 Williamson, Jonas Matthew 877729 La Fayette, GA 706-638-2234 (I) Womack, Ronald R. Womack Gottlieb & Rodham PC 706-638-2234

193 Monday, June 03, 2013 Page 11 of 12 Beginning Lawyer BL Bar # City BL Phone Mentor Company Phone

JAD: Out-Of-State

194 Monday, June 03, 2013 Page 12 of 12

PROPOSED PLAN OF ACTION TO ADDRESS THREATS TO THE PUBLIC FROM WITNESS ONLY AND CONDUCT CONSTITUING THE UNAUTHORIZED PRACTICE OF LAW

Submitted by the 2013 Real Estate Taskforce

April 26, 2013

TASKFORCE MEMBERS:

Patrise Perkins-Hooker, Chair Deborah Bailey Pat O’Connor Robert Brannen William Phalen Vanessa Goggans Jeffrey Schneider Robert Kauffman N. Harvey Weitz

195 In Re: UPL Advisory Opinion 2003-2, the Georgia Supreme Court held:

We continue to believe that the public interest is best protected when a licensed Georgia attorney, trained to recognize the rights at issue during a property conveyance, oversees the entire transaction. If the attorney fails in his or her responsibility in the closing, the attorney may be held accountable through a malpractice or bar disciplinary action. In contrast, the public has little or no recourse if a non-lawyer fails to close the transaction properly. It is thus clear that true protection of the public interest in Georgia requires that an attorney licensed in Georgia participate in the real estate transaction. The circumstances described by the Georgia Supreme Court in 2003, when it was attempting to define the rights and remedies that a consumer would have at a traditional real estate closing no longer exist today. The rights emphasized by the Supreme Court have been eroding slowly as a result of bold actions by third party non-attorney entities who seek to prey on unknowing consumers by closing loans for them without having an attorney present. A licensed Georgia attorney historically ordered, reviewed and certified the title, prepared the documents consistent with instructions from the lender and the purchase and sale agreement, performed the closing and answered questions from the parties, explained Georgia’s Non-Judicial Foreclosure law, witnessed the borrower executing the affidavit regarding the same, disbursed the funds from the closing through an IOLTA account, recorded the deeds of record and issued the title insurance policy after all liens had been cleared of record. Now, we have non-attorneys performing one or more of these tasks in violation of laws prohibiting the Unauthorized Practice of Law (“UPL”) and some lawyers assisting the non- attorney entities in witnessing closings in violation of our Rules of Ethics (“Witness Only Closings”). The situation has gotten so extreme that members in the real property community who are on the front lines of these issues every day are screaming for some help from our legal institutions including our State Bar. President Robin Clark created a Task Force to review these situations and develop recommendations for the Executive Committee to review to improve the protections that the State Bar can offer the public from closings being conducted by non-lawyers or lawyers who are not performing competently and in violation of the Rules of Professional Conduct.

Here is a list of the recommended actions that the State Bar or bar related entities should take to address these abuses: 1) Follow up with the Formal Advisory Opinion Board on the status of the pending opinion (containing the essential provisions clarifying which activities associated with a residential real estate closing are supposed to be handled by an attorney) and make sure that when the opinion is released that it is forwarded to the Supreme Court as soon as possible.

196 2) Have the UPL committee review the issues involved in third party service providers selling services that are only to be performed by a Georgia licensed lawyer in violation of Georgia law. Have the State Bar draft a complaint for the regarding the same. 3) Have the UPL committee decide if the State Bar should begin treating out of state entities, like in state entities when seeking an injunction against third party service providers from engaging in, aiding, or abetting in the unauthorized practice of law. 4) Contact the Solicitors Association and the Prosecuting Attorneys’ Council of Georgia professional associations to educate them on the problems associated with UPL and encourage them to enforce the law by filing either (or both) a UPL complaint or violation of Good Funds statute actions, since both are misdemeanor violations. Ask both solicitors and district attorneys to explore RICO claims, if applicable. 5) Explore lawyer discipline options for incompetent lawyers, who conduct closings without reviewing the title, allege that they do not represent anyone at the closing, or fail to disburse funds from their escrow account. 6) Revise and disseminate State Bar UPL and Witness Only Complaint forms to all lawyers on the State Bar’s website and on all section listserves, so that this conduct can be easily reported. 7) Promote and publish the number of complaints which have been filed along with the results of the investigations on the State Bar website and the RPLS website and bulletin board in a summary format similar to that used by the Office of General Counsel when reporting on the status of disciplinary proceedings. 8) Educate law students through Ethics classes at all of the law schools, incorporate training on UPL and Witness Only closings in introduction to the practice of law orientation, and the Bar’s mentoring program materials, publish articles and UPL and Witness Only complaint forms in the Bar Journal and in RPLS and other section published materials. 9) Analyze existing recording statutes to see if they can be amended to require that a Georgia Lawyer be listed in the “return to” block on recorded Deed to Secure Debt or Warranty Deeds. Look into legislative initiatives to require a waiver of borrower’s rights accompanied by an affidavit from a Georgia attorney that those rights were explained. Explore appropriate sanctions and remedies for violations of these provisions including; whether failure to have either would render the default provisions of the security deed void, or remove the power of sale option. Also consider proposing legislation which would create a private cause of action to recover damages for UPL. 10) Work with realtors to educate them on the dangers to their clients of closings done in violation of UPL and Witness Only closings. 11) Have real estate closing attorneys continue to collect horror stories on adverse impacts from these closings on the consumer on the Real Property Law Section Bulletin Board. 12) Allow the Task Force to stay in place for a period of 12 months from June 1, 2013 to monitor the status of implementation of the above recommendations.

The above list is hereby presented for approval by the Executive Committee of the State Bar of Governors this 26th day of April, 2013.

Patrise Perkins-Hooker, Chair

197

Attorney Client Privilege Alan Armstrong Work Product Doctrine Attorney at Law Memo To: Derrick Stanley From: Alan Armstrong Date: 4/17/2013 Re: Annual Report of the Aviation Section of the State Bar of Georgia

I. Overview

The Aviation Section of the State Bar of Georgia is composed of practitioners who work, in whole or in part, in aviation legal matters. The typical aviation lawyer may be involved in assisting a client in the acquisition of a corporate aircraft, structuring a corporate flight department, assisting or advising with regard to sales and use tax issues, be involved in air crash litigation where there has been catastrophic loss of life or property, litigate airman certification matters before the National Transportation Safety Board, and a whole host of other activities associated with business and/or commercial aviation.

As may be true in other practices, the Aviation Bar is a fairly small bar. Many of the practitioners have had cases with each other on a number of occasions. This leads to a level of collegiality and predictability in these cases that may not be found elsewhere in other areas of practice.

Currently, there are 146 members of the Aviation Section of the State Bar of Georgia and the currents funds on deposit in the Section’s account is $14,987.45.

II. Section Activities

The Aviation Section conducted a luncheon on Friday, January 11, 2013, which was well attended. Lisa McCrimmon was elected Co-Chair, while Keith Wood was elected Secretary. The Chair of the Section continues to be the undersigned.

The Aviation Section conducted a seminar on Aviation Law in 2012 and intends to conduct another seminar in 2015. Because of the relatively small size of the section and the burdens imposed on the section members in preparing for seminars, the Aviation Section typically sponsors and conducts a seminar every three years.

198 STATE BAR OF GEORGIA BUSINESS LAW SECTION

ANNUAL REPORT 2012-2013

Robert C. Hussle, Chairman Rogers & Hardin LLP

Leadership: The Business Law Section’s most recent fiscal year began on July 1, 2012. Section officers commence terms of office as of July 1 of each year. Officers commencing terms as of July 1, 2012 were:

Robert C. Hussle, Chairman; William B. Rowland, Vice Chairman; and C. William Baxley, Secretary.

The Section remains governed by an Executive Committee comprised of the Chairman, Vice Chairman, Secretary, Past Chair, Immediate Past Chair and chairs of the various Section committees as follows:

Bruce D. Wanamaker Immediate Past Chair Elizabeth H. Noe Past Chair Bruce D. Wanamaker Corporate Code Committee Chair Bobbi Acord Noland UCC Committee Chair Robert C. Hussle Securities Committee Chair Darcy Rodgers White Publications Committee Chair Elizabeth V. Tanis Business Litigation Committee Chair V. Richard Hoyt Partnership/LLC Committee Chair David M. Cayce Opinions Committee Chair

Membership: As of May 6, 2013, the Section’s members totaled 1,617, consistent with prior years.

Meetings. The Section held its Annual Meeting on October 19, 2012 in connection with the 31st annual Business Law Institute. At the Annual Meeting, the following officers were elected for the 2013-2014 fiscal year, with each officer’s term commencing on July 1, 2013:

William B. Rowland, Chairman; C. William Baxley, Vice-Chairman; and Bobbi Acord Noland, Secretary.

Charitable Donations. The Section donated $1,000 to Pro Bono Partnership of Atlanta, Inc. to help support its vital mission of providing business legal services to Georgia nonprofits.

Seminars. The Section’s signature annual event, the Business Law Institute, was held October 18 and 19, 2012 at the Westin Buckhead Hotel in Atlanta. This marked the 31st consecutive year that the Section has sponsored and organized this event. It was very well-attended, with more

199 than 140 registered attendees, and boasted a strong faculty. Our Section has been active in sponsoring a variety of other seminars during the 2012-2013 year, including the following:

1. Securities Litigation & Regulatory Practice, Nov. 2, 2012, with 65 attendees;

2. Secured Lending, Feb. 9, 2013, with 127 attendees;

3. Banking Law, Feb. 8, 2013, with 65 attendees;

4. Negotiated Corporate Acquisitions, Feb. 28, 2013, with 125 attendees; and

5. Ancient Foundations and Modern Equivalents, Feb. 20, 2013, with 54 attendees.

Newsletter and Website. The Section’s principal means of communication with the membership are its newsletter and its website. We seek to publish The Business Law Section newsletter two or three times per year, and it contains a mix of substantive articles and news regarding Section- related events. We welcome submissions to the newsletter and encourage those interested in doing so to contact Darcy White, Chair of the Publications Committee, at [email protected].

Business Litigation Committee. In the summer of 2002, the Section contributed $10,000 toward the building of a Business Court Feasibility Study with the Judicial Council of Georgia Administrative Office of the Courts. As a result, the Business Court Division of the Fulton Superior Court was subsequently created in 2005. In recent years, the Business Litigation Committee has sponsored a series of training sessions for the Business Court as well as for other judges and law clerks in the Fulton County Superior Court, and the Business Litigation Committee has continued to make itself available to assist the Business Court.

Corporate Code Committee. Bruce Wanamaker and Bill Baxley serve as Chair and Vice Chair, respectively, of the Section’s Corporate Code Committee. The Corporate Code Committee continues its comprehensive Corporate Code Review Project that launched in January 2009. George Shepherd, Emory Law School Professor, serves as reporter for this project. Professor Shepherd, Corporate Code Committee Chair Bruce Wanamaker and numerous Corporate Code Committee members have spent significant time on this project, creating four broad subcommittees and six focused working groups. Each of these subcommittees and working groups has been charged with the responsibility of reviewing a particular set or category of provisions of the Code and working with Professor Shepherd to identify, consider and recommend any proposed changes. While this project is taking longer than initially expected, the Section hopes to be in a position to submit a legislative proposal to the State Bar’s Advisory Committee on Legislation prior to its fall 2013 meeting.

Partnerships & LLC Committee. Rich Hoyt serves as Chair of the Partnerships & LLC Committee of the Business Law Section, and Doug Stein has been appointed as the Vice Chair of this Committee. This Committee has been monitoring the model series LLC provisions currently being drafted and considered by the National Conference of Commissioners on Uniform State Laws, and the Committee will consider what action, if any, it will recommend Georgia take in respect thereto in the upcoming Bar year. The Committee is also monitoring the developments in North Carolina’s Limited Liability Company Act with respect to so-called “L3Cs” – limited

200 liability, low profit companies – and certain provisions that, in effect, override certain provisions of Article 9 of the Uniform Commercial Code to help the Committee determine whether it should support Georgia taking similar action concerning low profit, limited liability companies.

UCC Committee. Bobbi Acord Noland serves as Chair of the UCC Committee, and Art Gambill has been appointed as the Vice Chair. The UCC Committee again sponsored its annual Secured Lending Seminar on February 7, 2013, and completed its work on the adoption in Georgia of proposed amendments to Revised Article 9 of the Uniform commercial Code. Those amendments were approved by the State Bar and adopted by the Georgia legislature during its 2013 session and will become effective on July 1, 2013.

Legal Opinion Committee. David Cayce serves as Chair of this Committee and is overseeing a project to review and evaluate various aspects of third party legal opinion practice in Georgia, and certain modifications of the Section’s published guidance. The Legal Opinion Committee solicited input from the Section’s membership on various standards and practices among practitioners in this area by conducting a Section-wide survey last fall. David Cayce led a panel discussion regarding the survey results and reported on the Committee’s plans and progress with this project at the Business Law Institute in October 2011 and the Committee is continuing its work and formulating the next steps in this project.

Securities Committee. Bob Hussle serves as Chair of the Securities Law Committee, and David Eaton has recently been appointed as the Vice Chair of this Committee. The Securities Law Committee planned to hold its biennial Advanced Securities Law CLE seminar in April 2013, but decided to postpone the program until later in the year in an effort to increase attendance.

Ad Hoc Committee on Benefit Corporation. In addition to our standing committees, the Section has formed a special ad hoc committee to study the creation of “benefit corporations” in Georgia and to make a recommendation to the Section’s Executive Committee on next steps. Jack Hardin serves as the Chair of this ad hoc committee. The Committee’s other members are: Cass Brewer, Bob Bryant, Jason Goode, Sonjui Kumar, Lee Lyman, Tom McNeill, Vincent Russo, David Thunhorst and Jeff Woodward. The ad hoc committee expects to make its recommendations to the Section’s Executive Committee in the fall of 2013.

Respectfully submitted, Robert C. Hussle, Chair May 14, 2013

201 Child Protection and Advocacy Section

Annual Report, 2012-13

The Child Protection and Advocacy Section (“the Section”) was approved by the Board of Governors of the State Bar of Georgia at its Spring, 2012 meeting. As the By-Laws reflect, the membership represents the broad spectrum of the lawyers who practice in Juvenile Courts throughout Georgia: SAAGs who represent DFCS, Child Welfare Specialists who represent children, Parent Attorneys, and Guardians Ad Litem, all of whom are engaged in advocacy roles in dependency and termination of parental rights matters; juvenile prosecutors and defenders who represent the State and children in delinquency and unruly cases; adoption lawyers; lawyers who represent children in education-oriented scenarios, such as IEP meetings and school tribunals, as well as lawyers who represent school boards; and lawyers who represent children in efforts to protect their rights to various educations, medical and financial entitlements. Many Juvenile Court and Appellate Court Judges have also joined the section. The need for the Section was reflected in the immediate interest of Bar members to join the section, resulting in more than 270 members joining the section in the first six months of its existence.

The Section was formed by a varied group of lawyers who were members of the Children and the Courts Standing Committee of the State Bar, and, upon approval of the formation of a Section, that group formed a Transition Team, which then became the Executive Committee. Holding its initial meeting in May, 2012, the Transition Team focused on the desire to create a section that was balanced in terms of being responsive to the needs of lawyers in all of the different disciplines of Juvenile Court and out-of-court child representation, as well as being inclusive of people from around the state in rural, suburban and urban areas.

To attain the goal of reaching lawyers statewide, with the expert assistance of Derrick Stanley, the Section was able to take advantage of the State Bar resources in building a comprehensive webpage. The Section’s Web Page on the State Bar website contains sub- sections for “Resources” and “News,” which provide links to numerous articles and manuals including Georgia’s Child-Serving Agencies, the Barton Center’s DHS policy indexes on Foster Care Services and Child Protective Services, a Trial Manual for Defense Attorneys in Juvenile Court, Office of Juvenile Justice and Delinquency Prevention articles on Delinquency cases, effects of detention, and probation statistics, as well as articles and notices of ABA materials, policy statements, and notices of upcoming training in the field of child advocacy. A “Links” section provides links to websites for more than 70 Georgia, regional, and national resources related to child representation and services. The “Newsletters” section contains copies of the Section’s Newsletter, published quarterly, and a “Legislation” section provides information on pending and recently-passed legislation that was particularly helpful during the 2013 legislative session during which session the Georgia General Assembly passed the new, long-awaited Juvenile Code, among other child-related legislation that the Section supported. Conveniently,

202 this section of the Webpage also contains a direct link to the State Bar’s Legislative Tracking page to facilitate access to all legislation affecting the State Bar and its members.

In addition to establishing the committee on Website Development, the section also established committees for development of a Newsletter, Education/CLE Planning, Legislative Issues, Utilizing Social Media, and Membership Development. Emails and the quarterly Newsletter have sought involvement from the membership throughout the state. The section currently has a Facebook Page in addition to the State Bar website for dissemination of information.

The first thing the Section accomplished was to send a letter of appreciation to the Family Law Section for its support of the development of the separate section. This letter was published in the September Family Law Newsletter. Shortly following, the Section held a joint “It’s a Family Affair” Meet-and-Greet Mixer with the Family Law Section on October 3 in Midtown Atlanta. Because there are more than 90 (ninety) lawyers in the state who are members of both the Family Law and Child Protection and Advocacy Sections, development of a good relationship between the sections was deemed important to both sections. Furtherance of this goal continues to be a goal for the future, with the hope of presenting a child-representation segment at the Family Law Institute in 2014.

Later in October, the Section co-sponsored a CLE with the Georgia Supreme Court Committee on Justice for Children. The Office of the Child Advocate, the Parent Attorney Advocacy Committee, and the Georgia Public Defender Standards Council, likewise participated. This seminar focused on providing training to deprivation lawyers and guardians ad litem in deprivation and Termination of Parental Rights cases. The Section also co-sponsored with the Public Interest Law and Litigation Sections of the Atlanta Bar Association and the Multi-Bar Leadership Council a panel discussion event focused on the impetus and impact of the Kenny A case, which was held at Sutherland, Asbill & Brennan Law Offices on November 8, 2012.

On January 31, 2013, the section held its own full-day CLE program entitled “Show Me the Money.” The full-day seminar, which included programs on the status of Georgia’s children, educational resources, accessing financial and other services, available adoption benefits, trusts for special-needs children, and general child welfare policy, registered more than 90 lawyers representing children, parents, school boards, schools, and other areas of juvenile law. Feedback from attendees regarding both the subject matter and the presentations was extremely positive, with the overall assessment of the seminar rated as 4.3 out of 5 (between Very Good and Excellent). The few negative comments related to wanting a more in-depth presentation, including one recommendation to have a full day seminar on each topic! Through a sponsor and from Section funds, the Section was able to provide scholarships to all of the lawyers who requested them and established a need. A social mixer was held after the CLE and was attended by many seminar participants, a Juvenile Court judge, and some students involved in the Emory

203 Defense Clinic. The mixer provided an informal opportunity for people to interact and discuss mutual interests.

March 18-20, 2013, the Section co-sponsored the Georgia Association of Counsel for Children’s Georgia Youth Law Conference which was held in Atlanta. One of the Section’s Executive Committee members received the annual Children’s Defense Lawyer Award.

The Georgia Legislative Session began January 14, 2013. Both prior to and during the session the Section was involved in legislative activities. Several of the Section’s leadership attended a formal two-hour Legislative Forum held as a part of the State Bar Mid-Year meeting. This forum provided an opportunity to both learn and advocate for the legislative agenda approved by the Bar regarding to the Juvenile Code Re-write and other related legislation. During the session, many members of the section were actively and regularly involved in committee hearings, both listening and testifying. Regular updates were posted on the Section Web Page, as well as through emails to the membership.

The Section was privileged to be invited to be involved in pre-session legislative activity initiated by the Military and Veterans Section regarding its proposal for support from the State Bar for passage of what may become a Uniform Act regarding emergency custody matters involving parents about to be deployed abroad in the Armed Services. Several sections weighed in on the matter prior to the State Bar’s approval of supporting the legislation.

The Legislative Issues Committee was regularly contacted by the State Bar lobbyists for comments on legislation as it was introduced throughout the session. Through the ease of emails, the Section was able to respond promptly to inquiries. Because of the diversity of the membership, we were not always able to reach consensus on matters, but were able to provide what we understand was valuable information for the lobbyists to consider and to raise as issues of concern.

In February, the Section co-sponsored with Voices for Georgia’s Children’s a Legislative Forum, which honored the members of the Special Council for Criminal Justice Reform. Many members of the section attended the Legislative Forum and were able to have meaningful conversations with the attendees who were, in addition to the Special Council members and the Governor, other legislators, child-serving agency representatives, lobbyists, policy-makers, and other members of the community who deal with children and children’s issues.

The legislative session was highlighted by passage of the Juvenile Code Re-write bill, HR 242, which passed both the House and the Senate by a unanimous vote. Many of the members of the Section had been working on this project for six years and are continuing to work on the issues with respect to implementation and training. Many Section members attended the Governor’s signing of the bill at the Dalton Youth Development Center on May 2, 2013.

204 The Section has agreed to partner with the Barton Child Law and Policy Center to promote awareness and education of the new Juvenile Code. This partnership involves financial support, as well as organizational assistance. The first training session was held May 14, 2013, with four additional sessions planned prior to implementation of the law January 1, 2014.

During this year, the Chair and other members of the Executive Committee have accepted invitations to speak at mandatory Beginning Lawyers Program (part of the TILLP training), Local Bar Association meetings, and elsewhere to talk about the Child Protection and Advocacy Section.

The Section has assumed the task of drafting legislation for an expedited Juvenile Court appeal process, and a committee is currently doing research to prepare for this endeavor. The current “expedited” appeal process is virtually meaningless to children whose sentences (in delinquency cases) or custody changes (in deprivation cases) are usually completed, or at least well-underway, before the appeal is decided. Thus, a reversal by the appellate courts is virtually meaningless. The committee is also considering a request to draft legislation regarding access to adoption records, which it may or may not do.

The Section has published a newsletter, now named “Kids Matter,” quarterly, beginning in September, 2012. The 15-17-page newsletters contain valuable information and thought- provoking articles contributed by lawyers and judges in the field of juvenile law. Each newsletter contains an “Alphabet Soup” section defining acronyms commonly used in juvenile representation, a “Judge’s Corner,” providing meaningful information regarding the law, a “Case Law Update,” and articles regarding services and programs being implemented around the state. The newsletters also provide information on upcoming events and activities of interest to Section members. They have been disseminated through the Section Web Page, Facebook, and Twitter, and the response to the newsletters has been extremely positive, evoking responses such as “First class!” and “Outstanding Job!” The Section plans to continue in this same vein into the coming years.

205

CREDITORS RIGHTS SECTION

ANNUAL REPORT – 2012-2013

The Creditor’s Rights Section concludes this Bar year with our most members ever – numbering 497. The Section continues to provide its members with outstanding continuing education credits; has launched a Website for member interaction; has provided opportunities to serve through its “Dollars for Judgments” program; and has encouraged members’ awareness of legislative issues effecting creditors in GA.

The Section’s Continuing Education Seminar on February 14, 2012, the popular

annual “Advanced Debt Collection” drew a large number of participants, with over 120

in attendance, who gave strong evaluations of the program. This year’s Seminar

hosted its usual excellent speakers. Notably enforcement attorneys from the

Consumer Financial Protection Bureau discussed the mission, and core functions of this

little understood agency. As the Bureau is anticipated to have an enormous impact on

not only the protection of consumers but some restrictions on business, it was important

to educate Section members as to the broad impact of this law on all lawyers. Also of

note as a speaker was the Honorable Benjamin W. Studdard, III, Judge of the State

Court of Henry County, who presented a professionalism program par excellent. The

presentation was presented as a popular old movie, illustrating scene by scene

examples of ethical and professional behavior from cowboys, to gunfighters, to lawyers.

The Annual Fall luncheon, CLE, and membership meeting, was held at

Maggiano’s on October 25, 2012 with “standing room” only for latecomers. Cicely

Barber, Administrator of the Fulton County State Court presented her Vision to not only

206 improve services in her Court, but to streamline its processes with the goal of bringing

the Court into the 21st Century and one where all members are eager and proud to practice.

This year the Section proudly launched its Creditors Rights Forum Website. The

purpose of the site is to give immediate opportunities for networking issues to all of the

membership – particularly helpful for solo practitioners. Another purpose is to keep the

membership apprised of new appellate rulings; proposed laws and regulations which

might effect the Section’s focus and generally a sense of comradeship among

members.

Section members continued to participate in its Signature Project, the “Dollars

for Judgments” program that works in partnership with the Atlanta Volunteer Lawyers

Foundation. (AVLF) 1 Section members volunteer to collect judgments for low-income individuals who have obtained a judgment pro se or with the help of a AVLF volunteer.

The cases are assigned periodically as needed. To keep the program vital, AVLF’s

Messrs. Ellin and Lucas are invited to the Section’s functions in order to report and to recruit. The Section is extremely proud of its participation in this Program.

Once again, the Section hosted the Opening Night Festivities at the 2013

Annual Meeting.

Finally, political activism by members has been encouraged though not sponsored by the Section. Individual members have consistently visited the Capitol for the purpose of informal comments and individual lobbying on proposed legislation that

1 The Section has had an ongoing relationship with the family of Jay Loeb (“Family”) who organized the Section’s first CLE seminar. For many years, the Family made yearly contributions to the Section to be used to provide excellent speakers to its CLE programs. The Family has transitioned its yearly contribution to the Atlanta Volunteer Lawyers Program to be used for the Section’s signature project, the “Dollars for Judgments” program.

207 would maintain the strength of the business community in the State of Georgia, thus continuing to make it one of the most business-friendly states in the country.2

Presented by: Janis Rosser and Harriet Isenberg, Co-Chairs, Creditors Rights Section

2 A national survey of small business owners ranked Georgia 6th among the states and U.S. territories in “small business friendliness.” (2013). Business rankings for 2011 by the Consumer News and Business Channel ranked Georgia No. 2 in the nation for the best place to do business.

208 FAMILY LAW SECTION State Bar of Georgia

ANNUAL REPORT 2012-2013

Kelly Anne Miles, Chair

The Family Law Section has approximately 1800 members making it the third largest section of the State Bar. Our Executive Committee is made up of fifteen members, eight of whom are members at large. Five of our members are from outside Metro Atlanta and the Committee is well represented in the area of diversity. We began this year with the new Bylaws of our Section which were adopted and approved in the spring of 2012. The Executive Committee has met monthly, except for the month of December. All but two of the meetings have been in person. Below is a summary of the activities which have occurred since the submission of our last Annual Report in April, 2012.

NEW ACTIVITIES

a. Webinars: A “Lunch and Learn in Thirty Minutes” series was implemented for the first time this year. This program involved a series of webinars presented by the Family Law Section, each of which was thirty minutes in length and took place during the lunch hour from 12:15 until 12:45. Eight presentations were made during the months of October, November, January, and February. Our presenters included young lawyers who had never made presentations before as well as our most seasoned family lawyers. The goal in beginning this program was to further educate our Section members on timely, helpful topics and to give lawyers who had not been previously involved in the Section a chance to be a presenter. Below is a listing of the topics and speakers from this series: How to Determine Gross Income of a Military Member (how to decipher LES, allowances, etc.) Presenters: Kedra M. Gotel, Gotel & Associates, P.C., Roswell John Camp, Chair of Military and Veterans Law Section, Westmoreland, Patterson, Moseley & Hinson, LLP, Warner Robins

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UIFSA (Uniform Interstate Family Support Act) O.C.G.A. 19-11-100 et seq. Presenter: Marvin Solomiany, Kessler and Solomiany, Atlanta

Navigating Business Tax Returns Presenter: Brad Whitfield, CPA, CVA, Deemer Dana & Froehle, LLP, Savannah

Dividing Retirement Assets: Information Every Attorney Should Gather Before Settling or Trying a Divorce Case Presenter: Emily McBurney, Kegel McBurney, LLC, Atlanta

Recent Developments in Technology For Family Law Practitioners Presenter: Sean Ditzel, Kessler and Solomiany, Atlanta

Tips from Seasoned Family Lawyers Presenter: George S. Stern, Stern and Edlin, Atlanta

Common Financial Terms and What They Really Mean Presenter: Sherri Holder, Thurman Financial Consulting, Roswell

Strategy in Handling Federal Pensions in Family Law Cases Presenter: Matthew L. Lundy, The Matthew Lundy Law Group—QDRO Law, Atlanta

These webinars were well received and most, if not all, had one hundred or more viewers. Due to this success, our Executive Committee voted to place each webinar presentation on the Family Law Section website so that our members can now view any of these webinars at his or her convenience.

b. Mixers: For the first time, Family Law Section mixers were organized and sponsored by our Section. Again, in our efforts to get more of our members involved, an Executive Committee Member worked with a young non-Executive Committee member to organize these mixers. The purpose of the mixer was to bring together family lawyers into an informal setting where they could mix, meet, and mingle with fellow family lawyers in a fun setting. The first mixer was held Wednesday, October 3rd from 5:00 p.m. until 8:00 p.m. at Gordon Biersch in midtown. The Section sponsored the light appetizers and provided a cash bar. There were approximately a hundred attendees and we received tremendous positive feedback. So, a second mixer was held on March 13th on the patio at Shout. Again, this mixer

210 was well attended. The best part of each mixer was that it allowed time to actually carry on meaningful conversations with fellow family lawyers, whether for the first time, or with a friend.

c. Superior Court Judges: Our Section formed a Uniform Rules Committee which was charged with making suggestions regarding modifications and revisions to the Uniform Superior Court Rules applying to areas of family law. This Committee met several times over the summer of 2012 and, in July, submitted written recommendations to the Superior Court Judges’ Uniform Rules Committee on suggested changes and revisions to ten Rules. In January, the Judges’ Committee followed up on our proposal and asked that the members of the Judges’ Committee be invited to the Family Law Institute so that we could have a joint meeting to address and discuss our suggested changes. Our Section invited the seven judges on the Committee to the Institute as our guests and a joint meeting is scheduled to address these proposed changes. The cooperation of the judges in working with our Section Committee on this project is exciting and is a positive step in strengthening the relationship between our Section and the Bench.

d. Committees: Our newly formed Section Committees all had their first meetings in May, 2012. The Committees were formed to focus on areas that our Section wanted to address and become stronger in and to give our Section members a way to be involved in areas of interest to them. The first meeting, held in conjunction with the Family Law Institute, had over a hundred people who wanted to serve on one or more Committees. These committees included: Technology/Social Media Diversity Community Service Sponsorship POP (practicing outside the perimeter) Military and Federal Employees Each month, Committee reports are made at the Executive Committee meeting. Some of the Committees have met throughout the year doing work in their respective areas. Some have had telephone meetings. The Committees met again at the Section’s annual meeting in January and are scheduled to meet again at the upcoming Institute.

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e. Newsletter: In the past, our Section newsletter, The Family Law Review, was sent out quarterly to all Section members. New, this year, we have started sending this newsletter to all superior court judges across our State. The newsletter contains great articles, interviews of judges, and Section news. The Chair of the Child Protection and Advocacy Section was invited to submit a letter giving information to our readers about their new Section. In addition, the newsletter this year has included articles from Georgia Legal Aid, articles from judges, and articles regarding many other areas of interest in our practice.

f. Email Blasts: As Chair of the Section, I sent out email blasts frequently to the entire Family Law Section keeping them advised of activities that were going on with the Section and general news that, hopefully, was of interest to them. My purpose in doing this was to better communicate with all Section members so that they would be aware of what was going on with the Section, what work was being done by their Executive Committee, and to keep them abreast of the latest news and changes regarding their area of practice. As a result of these email blasts, I received a lot of calls from lawyers who wanted to become more involved with the Section.

CONTINUING EDUCATION

a. Family Law Institute: The 30th annual Family Law Institute was held May 24 - May 26, 2012, at the Ritz Carlton, Amelia Island. The theme was “The Cutting Edge of Family Law.” We had a record attendance of 526 attendees, including attorneys and judges. Most exciting was the fact that we had 76 first time attendees. A breakfast was held on the first morning to inform these attendees more about the Section and to give them an opportunity to meet each other and the Executive Committee members. The three day Institute included presentations by thirty six speakers. The format was changed to a more fast paced agenda wherein each speaker had thirty minutes to present the most cutting edge aspect of their particular topic with their written materials being more comprehensive. There were two sections of “Hot Tips” given over two days, each with multiple five minute presentations on a specific topic. The popular case law update was presented in two

212 thirty minute segments over two days making it much easier to absorb. With the new Evidence Code looming in the near future, two thirty minute presentations on this topic started and ended the second day of the Institute. In addition, for the first time, the materials were available for download through a drop box in addition to the written materials that were distributed. The drop box gave the attendees the ability to copy the seminar materials to their computers or other electronic devices for easy reference. Our Section awarded three scholarships to help defray the costs of the Institute which were awarded on the basis of financial need and pro bono work. For the first time, the Jill Radwin Scholarship was awarded in honor of Jill Radwin, the Staff Attorney for the Georgia Child Support Commission, who had worked tirelessly on issues involving family law until her death in 2011. In return for the scholarship, each recipient had to commit to handling at least one pro bono case within the year. The Institute raised a record amount in sponsorships, $71,500. Eileen Thomas, a family law practitioner, was in charge of soliciting sponsorships. Ms. Thomas had done this for our Section for years and so her efforts were formally recognized by the Section with an award presented to her at the Institute. The sponsorships came from solo practitioners to the larger firms, from court reporters, mediators, and most every other segment imaginable that is touched by the area of family law. The financial support was overwhelming. The annual tennis and golf tournaments were well attended as were the receptions on Friday and Saturday nights. Saturday night’s festivities continued for several hours for the first time with live entertainment by the “Specific Deviations,” a rock and roll band consisting of family lawyers (which group went on to win “Law Jam” the annual fund raiser for the Atlanta Bar Association a few weeks later). This year’s Institute included the input from twenty six judges, almost all of whom attended the Institute as well. The judges were sent twelve pages of detailed questions to answer in advance of the seminar. The questions and the judges’ responses were included in the written materials for the Institute. This “Q&A” with the judges designated the metro Atlanta judges’ responses (ten responding) and the non-metro Atlanta judges’ responses (sixteen responding). The results were informative and certainly entertaining.

213 There were 103 judges, speakers, and Section Executive Committee members in attendance at the dinner on Thursday evening given to honor the judges and speakers. As usual, this dinner provided a fantastic opportunity to mix and mingle with the judges attending the Institute. The night concluded with a champagne toast thanking the judges and speakers for their hard work and their dedication to the area of family law. George Stern was awarded the Jack P. Turner award, which is the lifetime achievement award given by the Family Law Section. This is only the 12th recipient to ever receive this award. Nancy Lawler was awarded the Joseph T. Tuggle, Jr. award, which is focused on professionalism and contribution to the area of family law. We are looking forward to another great Institute in May. Jonathan Tuggle is Chair-Elect of our Section and he has put together a seminar which will include a lot of interaction between the audience and the presenters. There will be several panels comprised of judges from across the State as well as other professionals and fellow lawyers so it promises to be exciting and informative.

b. Nuts and Bolts of Family Law: The one day Nuts and Bolts seminar is presented twice. The first presentation was in Savannah on August 17th and the second was at the State Bar in Atlanta on September 14th. Both one day seminars had record attendance with Savannah having just over one hundred and Atlanta just under two hundred. Rebecca Crumrine, our Section Secretary, chaired both programs and received some of the most positive evaluations in remembered past. The focus was on the basics of family law while also providing a more intermediate level of information to draw a broader attendee base. Extra effort was made to include new speakers, predominately from outside the metro Atlanta area, and to include a broader spectrum of the population of our Section as to race and gender.

c. Mid Year Meeting: Immediately prior to our annual Section meeting on January 10, 2013, our Section planned and sponsored a one hour continuing legal education seminar entitled: “A View from the Bench on Various and Commonly Encountered Family Law Issues.” The seminar included written materials and involved a panel of five judges from around the State. Each attendee received one hour CLE credit and was able to hear judges address several timely topics. Attendance was overwhelming with standing room only.

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d. Same Sex Legal Issues: The second Same Sex Seminar was held on March 21st, which was co-sponsored by the Family Law Section. There were over one hundred and fifty attendees and former Chief Justice Leah Sears was the keynote speaker.

e. Convocation: The 20th Annual Family and Trial Law Convocation was held on March 27th organized by Section member John Mayoue.

f. AAML: The American Academy of Matrimonial Lawyers hosted their one day seminar on December 7th with advanced topics concerning the practice of family law.

g. Transition into Law: Our Section made a brief presentation at the annual Transition into Law seminar on February 25th. This seminar had over two hundred attendees. Written materials from the Family Law Section were passed out and we have already received emails in response to our presentation from some of the attendees seeking to become more involved in our Section.

COMMITTEES

a. Uniform Rules: The Section’s Uniform Rules Committee met several times over the summer of 2012 as mentioned above. Also, this Committee met in April, 2013, to review the suggested revisions to the Rules given to the Committee by the judges’ committee and to prepare for the joint meeting between the committees in May.

b. Younger Lawyers Division: The Family Law Section of the Younger Lawyers Division was active this year as well. Their annual Supreme Cork Fund Raising Event took place on October 18th at Five Seasons. It was a huge success raising over $22,000 for this year’s designated charity of ABLF.

215 c. Sponsorship: This Committee was established to assist in getting sponsors for the Family Law Institute. A new record was set in sponsorships for the May, 2012 Institute of $71,500, which was thousands of dollars higher than sponsorships for any previous Institute. However, the best news is that record was shattered by the sponsorships for our upcoming Institute in May, 2013. To date, we have received total sponsorship monies of $82,900 as of the end of March. In addition to the hard work Eileen Thomas always does, the Section’s sponsorship committee met to come up with additional ways to reach out and get sponsors which has undoubtedly helped in the amount raised for the upcoming Institute. These additional dollars allow our Section to invite more judges to the Institute and to offer more scholarships to attendees.

d. Diversity: This committee has met twice so far this year. It is in the process of putting together a questionnaire to send out to the Family Law Section.

e. Military and Federal Employees: This committee has had two meetings but has also done work throughout the year regarding the suggested new legislation which came out of the Military and Veterans Law Section. John Camp and his Section have worked very diligently on a new uniform law entitled Uniform Deployed Parents Visitation and Custody Act. There is a big push for Georgia to be the first state to implement this new law. Work began on this effort between our Section and the Military and Veterans Law Section back in the summer of 2012. The Military and Federal Employees Committee of the Family Law Section reviewed this proposed legislation and made suggestions and comments regarding same. By having this new committee of our Section, we were able to have a much wider base of input on this important legislation to share with the Military and Veterans Law Section and were able to keep our Section members who practice in the area of military family law up to date on this new legislation. Our Section also sent a blast email to all of the Section members informing them of the military divorce and retirement three day seminar being held in Texas as requested by the Chair of the Military and Veterans Law section.

216 f. Technology/Social Media: This new committee is charged with keeping our Section up to date on technology and social media. This includes such things as updates to our Section website which has resulted in several positive changes this past year.

g. Community Service: The purpose of this committee is to focus on community service through efforts of our Section rather than focusing solely on fundraising. This committee is in the process of deciding on a project that would involve efforts from all members of our Section. We hope to have the project identified and work done prior to the close of 2013. This committee looked at the Jasper County Mentor Program as being a possible organization to do a project for since this program has corresponded with our Section several times over the past few months asking for our assistance.

h. POP – Practicing Outside the Perimeter: This new committee has had two meetings this year. Discussions have focused on the fact that different parts of the State should be better organized so that they can get together and have socials and meetings with judges and other members in that particular region. Suggestions to accomplish this include lunch and learn, quarterly meetings, etc.

i. Legislative Committee: This was the busiest of our Committees this year and John Collar, assisted by Regina Quick, did an excellent job leading this group. The hours dedicated by the members of this Committee were countless, including meetings, emails, telephone conferences, reviewing many, many pieces of new legislation, and making recommendations to our Executive Committee. The activities of this Committee were so intense that a full section is dedicated to it below.

LEGISLATION

a. Testamentary Guardianship: The Executive Committee unanimously agreed to support revisions to the Testamentary Guardianship Code. This proposed legislation was submitted to the Advisory Committee on Legislation for the State Bar. In addition, our Section worked with the Fiduciary Section regarding their suggested revisions to our proposed legislation

217 and our Section hosted a joint meeting with their Section to discuss this legislation on October 5th. Three members of our Section attended the September 11th ACL meeting to support the legislation that we had proposed and, on November 25th, three members also appeared at the ACL meeting in support of this legislation.

b. Uniform Deployed Parents Custody and Visitation Act: In the summer of 2012, John Camp, Chair of the Military and Veterans Law Section approached our Section for our input and comments regarding the UDPCVA. This proposed legislation was distributed to members of our Section’s Military and Federal Employees Committee for their input, comment and vote. Their input and vote was then given to our Section’s Executive Committee for appropriate action. Our Section worked with the Military and Veterans Law Section to coordinate a meeting at the State Bar on October 3rd between our Section’s Legislative Committee, members of Georgia Legal Aid, members of the Military and Veterans Law Section, members of the Child Advocacy and Protection Section, and all other interested parties. Through the work done at this meeting, an agreement was reached as to the proposed legislation for the UDPCVA which was presented to the ACL meeting on September 11th and again on November 25th. Our Section had three members at each of these ACL meetings to voice our support and to answer any questions on UDPCVA. Finally, these same three Section members were in attendance at the Board of Governors meeting on January 12th to voice our support of this new legislation. There were multiple emails and many phone calls back and forth with John Camp and others across our country that had helped draft this particular piece of legislation. Our Section felt that, since Georgia has such a strong military presence, this was very important legislation to pass and that our State needed to be at the forefront of this effort.

c. Uniform Interstate Family Support Act: Our Section proposed new legislation to modify our existing Uniform Interstate Family Support Act so as to bring it up to date with the latest changes. Again, this proposed legislation was presented by three of our Section members at the ACL meeting on November 25th where it passed unanimously, and the same three Section members were in attendance at the Board of Governors meeting on January 12th to support this legislation. This legislation was passed by the Georgia Legislature in its most recent session and will take effect July 1st.

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d. Appellate Practice Section on OCGA section 5-6-34(a)(11) on Direct Appeals from Custody Cases: The Appellate Practice Section asked us to assist them in reviewing this proposed legislation shortly before it was to be considered at the November 25th meeting of the ACL. Members of the Family Law Section’s Legislative Committee sprung into action and met via phone on November 7th to review this legislation and submitted their recommendation to the Family Law Section Executive Committee. The Executive Committee agreed to support the Appellate Practice Section’s proposed legislation after working together on fine-tuning the language. Three of our Section’s members were present at the November 28th State Bar Advisory Committee on Legislation to voice our support and were also in attendance at the Board of Governors Meeting on January 12th to voice our support for this legislation. This legislation was presented to the Georgia Assembly and passed in its most recent session.

e. O.C.G.A. Section 15-11-28: Our Section was approached by a Superior Court Judge to assist in helping amend O.C.G.A. Section 15-11-28 to allow the Superior Courts to have the power to terminate parental rights in certain cases. There were many emails, phone discussions, and other time spent in addressing this issue which really arose out of the Brine case. This issue was ultimately addressed through House Bill 369 with the adoption of the new Juvenile Code by the General Assembly.

f. Other: There were many other legislative issues that were discussed by our Section throughout the year. These issues include reviewing and commenting on various pending legislation that came up during the most recent session of the General Assembly affecting issues of family law.

WORK WITH AND FOR OTHERS

a. Military Legal Assistance Program: Our Section shared conversations and correspondence with Norman Zoller, the coordinating attorney for the Military Assistance Program at the State Bar, to assist him in his effort to get more volunteers from our Section to provide services to our military service members who call the State Bar seeking help through this

219 assistance program. A challenge was made to the Executive Committee members for all of them to volunteer to participate. In addition, that same request was made in The Family Law Review, our newsletter that is sent to all Section members and to the superior court judges across the State. Our efforts resulted in obtaining more family lawyers volunteering for this assistance program.

b. Child Protection and Advocacy Section: This is a new Section of the State Bar that was established in the spring of 2012. In an effort to work together with this new Section, there was an in person meeting between the Chairs to see how their efforts could be coordinated. Multiple emails and telephone calls were also exchanged between the Chairs sharing information and inviting input on various topics. Furthermore, as new legislation was proposed, our Section reached out to the Child Protection and Advocacy Section for their input and comment to make sure that they were included in the process. Ideas were exchanged regarding joint meetings between executive committees, seminars, and methods of sharing information.

c. Georgia Legal Services: Georgia Legal Services asked for our Section’s assistance in doing a one day training in divorce law for their attorneys. GLSP was the recipient of an IOLTA grant allowing them to do divorces through their office for domestic violence survivors. Consequently, two of our Section members presented a one day training for Georgia Legal Services in the area of divorce law which included written materials and presentations.

d. Training for Court of Appeals: Our Section offered to do a training for the Court of Appeals on matters of custody. A letter was sent to Judge Ellington in September offering our Section’s assistance to do the training at the Court’s convenience. Several attempts at follow up with Judge Ellington have been attempted but, as of yet, no date for the training has been set.

e. Marshall-Tuttle Award: For the first time, our Executive Committee voted unanimously to nominate an individual for the Marshall-Tuttle Award. Our nomination was submitted for our nominee.

220 f. Thomas O. Marshall Professionalism Award: For the first time, our Executive Committee voted unanimously to nominate an individual for the Thomas O. Marshall Professionalism Award. Our nomination was submitted for our nominee.

g. Child Support Project, Administrative Office of the Courts: Our Section assisted Patricia Buonodono in notifying and emailing all Section members with the new version of the child support worksheet, Version 8.7. In addition, the new version of the Child Support Worksheet was announced at the annual meeting of our Section.

h. State Bar Counsel: Our Section provided input to Paula Frederick, upon her request, regarding a pending rule change that a Defendant must be served prior to any solicitation being sent to that Defendant in a divorce.

i. Judges Seminar: Members of our Section attended the cocktail reception held in coordination with the Superior Court Judges’ seminar in January. Our Section was successful in getting a speaking spot on the agenda for the July Judges’ seminar to address topics of family law.

j. Access Justice Committee: Our Section unanimously voted to donate $500 towards the survey to be done by the Access to Justice Committee of the State Bar of Georgia. The survey is expected to quantify the impact of the legal aid programs in Georgia which can then be used to get increased and sustained funding for legal services in our State.

k. Annual Meeting: Our annual meeting took place on January 10th in Atlanta. The committees had their meeting prior to a one hour CLE. Following the CLE was a reception for the Section attendees. Afterwards, the Executive Committee hosted a dinner which included the five judges who had spoken on the CLE panel as well as several legislators.

221 l. Gary Christy Memorial Trial Skills Clinic: Our Section is awarding two scholarships to cover the registration fees to attend and participate in this Clinic which will take place at the end of June. Our Section is reviewing the scholarship applications to make the decision on the two recipients.

m. Mock Trial: Our Section contributed $500 towards the cost of the State High School Mock Trial champion team’s trip to the National Competition in May. This contribution was particularly special to our Section as the winners are a group of home schooled students who must raise 100% of their funds to travel to Indianapolis to compete.

n. Section Leaders Training: Our Section Chair attended the Section Leaders Training on April 8th at the State Bar. It was a great forum to meet and mingle with the other Section leaders and to see what work the other Sections were doing. Copies of the materials have been shared with the other officers of our Section for their reference.

Respectfully Submitted on May 5, 2013: Kelly Anne Miles, Chair Family Law Section State Bar of Georgia

222 THE GENERAL PRACTICE AND TRIAL SECTION

OF THE

STATE BAR OF GEORGIA

ANNUAL REPORT AS OF MAY 16, 2013

The General Practice and Trial Section strives to make each year truly successful through seminars, Calendar Call, pro bono events and many other avenues we participate in. Our section sponsored in excess of 25 seminars to inform attendees and discuss legal matters integral to the success of their practice.

The 12th Annual General Practice and Trial Institute enjoyed the largest attendance to date. It was held at the newly renovated and beautiful Omni Amelia Island Plantation, March 14-16, 2013. This was a very aggressive program featuring many past Tradition of Excellence Award recipients, actually conducting/performing parts of a trial (live voir dire, opening, cross/direct of expert, closing). For each of these parts there was a plaintiff lawyer, a defense lawyer and a presiding judge. It was an incredible success.

On February 15th, we held our 4th annual Ask-a-Lawyer Day in concert with the Pro Bono Project of the State Bar. In an effort to be more inclusive we wanted to reach out more to rural areas in the state. Several lawyers and many Pro Bono offices opened their doors for a few hours to the public for free legal consultation. We are proud to say we were able to help over 250 people and look forward to next year.

The “Tradition of Excellence Awards”, are given each year by the Section to 3 outstanding lawyers and 1 judge who have shown a lifetime of achievement in the law and service to the public and Bar. The awards are presented each year at the section breakfast and later celebrated at a wonderful reception in their honor. The 2013 award recipients are: Thomas S. Carlock (Defense), Mary A. Prebula, (General Practice) Judge William McMurray, Jr. (Judicial) and Eugene P. “Bo” Chambers, Jr. (Plaintiff)

223 We support the Mock Trial program and have since its inception. Many of our section members participate as members and coaches in this most important program. We also give scholarships to ICLE for the Gary Christy Memorial Trial Skills Clinic held each year.

We offer our members use of our audio/video tape library containing a variety of subject matters from trial practice and support training.

Calendar Call the sections full sized magazine offers “how to” instruction, up to date articles, legislative updates and how they affect the general practitioner. Each edition of the magazine is mailed to the membership and published on our webpage.

The Section continues to draw members from all over the state who are networking their ideas, concerns, referrals and expertise to make this truly “Georgia’s Largest Law Firm”.

This year we have added over 200 new members to the Section and continue to have programs and send out mail-outs to potential members. We try to cover every aspect of interest to the General Practitioner in our seminar programs, magazine and broadcast email to the membership. We feel privileged to be active participants in this most noble profession.

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Individual Rights Law Section Annual Report May 2013

I. Overview

It was a quiet year for the Individual Rights Law Section. There was not a great deal of follow up after the March 27, 2012 section meeting. The upcoming year should see an increase in activity.

II. Section Meeting – Fall 2013

We will attempt to hold a section meeting prior to our Fall CLE.

III. Listserv

The listserv was not very active over the past year, but we hope to increase the activity by creating topics for discussion on a monthly basis.

IV. Bylaws

Amendments to the bylaws will be submitted to the section for comment and then presented to the section for a vote in May 2013.

V. CLE

The section is in the process of planning a CLE on the Supreme Court marriage case to be held at the State Bar headquarters in late August or early September.

VI. Annual Bar Meeting

The section donated $500 to the Opening Night Festival of the State Bar’s Annual Meeting.

225 We did not accomplish what we had hoped to in the past year. However, we have renewed our commitment to reviving the section, and we look forward to what the coming year holds!

Respectfully submitted this 6th day of May, 2013.

Eric Cochling and Jeff Shaw Chairs, Individual Rights Law Section

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INTELLECTUAL PROPERTY LAW SECTION STATE BAR OF GEORGIA ANNUAL REPORT – 2012-2013 Section Chair – Philip Burrus

~Introduction~

I am both privileged and humbled to serve as the Chair of the Intellectual Property Section for the 2012-2013 calendar year. I take great pride in being involved in the Section. Last year, the Section was bestowed with the distinguished honor of receiving the coveted Section of the Year Award. As Chair Elect, I viewed receipt of the award as a personal challenge to lead the Section to even greater heights this year: to provide more continuing legal education, to provide more social and networking opportunities for Section members, to provide more mentoring opportunities, to provide more opportunities for our Section to give back philanthropically to our community, to better promote intellectual property issues to industry in Georgia, to provide more and better communication to our members, to provide more collaboration between the Section and members of the judiciary, to provide more services to our members, and to better promote Georgia’s fantastic intellectual property bar nationally. If the 2011-2012 year set a benchmark with our Section of the Year win, I believed the 2012-2013 Executive Committee should use this benchmark not as a mark to match, but rather as a launching pad from which to soar to new and unprecedented heights. This led to many goals, and there was much we wanted to accomplish. We were fortunate enough to have a fantastic group of Committee Chairs who were eager to get to work. The many Committee Chairs of our Section embraced this vision and worked tirelessly this year to achieve results that surpassed even my lofty ambitions. The Section’s goal this year was simply to surpass the output of any year in the Section’s history. However, it should be noted that we did not want to merely surpass our

227 Intellectual Property Section, State Bar of Georgia Annual Report Page 2 of 67 previous output, but to surpass it in a meaningful and quality manner. I believe we have achieved this goal. Consider the following comparison to the award-winning 2011-2012 bar year:

Activity 2011-2012 2012-2013 Increase

Section of the Year Lunch and Learn CLE Events 3 10 233% Total CLE Hours Offered 24 42 75% Philanthropy Events 0 3 -- Newsletters to the Section 1 12 1100% Mentoring Events 0 1 -- Video Podcasts 0 5 -- Premier Events 1 2 100% Active Committees 6 17 183% Social Events 3 4 33% Events with Members of the 1 2 50% Judiciary

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~Executive Summary: New Initiatives~

The Section took on a number of new initiatives during the 2012-2013 fiscal year. Some stemmed from a recent survey. Specifically, when I was the Vice-Chair of the Section, I conducted a survey of our members. I worried that the Executive Committee was not sufficiently connected with its membership. As an officer of the Intellectual Property Section, I have been constantly interested in receiving feedback from our members. I wanted to know whether we are hosting events that are interesting, meaningful, and worth our members’ time. I wanted to know whether we were allocating dues to activities that help our members’ practices. In short, I wanted to know how we could improve. Answers to these questions were not always readily available. To this end, I conducted the survey, which was delivered by electronic mail to the membership. The survey was electronically controlled so that each member could only respond once. The questions touched on a large number of issues, ranging from demographics of the membership to the Section’s annual Institute, to our lunch and learn meetings, to how dues are spent, to general issues. The response was fantastic. Nearly two hundred members responded. I was both pleased and grateful for everyone who took the time to respond. When I became chair, I took it as a personal task to take the results and turn them into tangible benefits for our members. Accordingly, many of the initiatives below were borne from the survey. Others were born from brainstorming sessions and committee chair luncheons I held as Chair Elect. Still others were simply ideas of my own resulting from my many years of experience with the Section. I am proud of each and every one. The following list provides a brief summary of a few of these initiatives, with details and additional Section efforts provided in the body of the report. Countless hours of labor by both individuals and committees resulted in the following new initiatives:

1. Offering 12 1-hour CLE Credits, primarily through Lunch and Learns: With the gracious cooperation of Steve Harper at ICLE, the Section was able to negotiate

229 Intellectual Property Section, State Bar of Georgia Annual Report Page 4 of 67

an arrangement by which it could offer 12 1-hour CLE credits this year. This agreement is unprecedented and groundbreaking in that most sections are allowed to provide no more than 1 1-hour CLE credit per quarter. 2. Increased number of Lunch and Learn Events: Section educational events primarily come in two forms: multi-hour CLE institutes/programs and Lunch and Learn events. Lunch and Learn events are of critical importance because they can be quickly planned, such as in response to changes in the law, and are convenient for our members. For this reason, Lunch and Learns have been a primary tool for delivering educational benefits to the Section. As noted above, during the 2011- 2012 year, only three such events occurred. This year the Section hosted eight Lunch and Learn events to date, and two more are scheduled between now and the end of the fiscal year for a total of ten during the 2012-2013 year. 3. The introduction of the newly established Philanthropy Committee: In the 2012- 2013 calendar year, the Section created a Philanthropy Committee, led by Chris Curfman, which provided our members with opportunities to give back to our community. The Philanthropy Committee held three events this year benefitting Medshare, an operation that provides medical supplies to countries in need, the Atlanta Food Bank, and Georgia Lawyers for the Arts. 4. The introduction of the newly established Industry Outreach Committee: In the 2012-2013 calendar year, the Section created an Industry Outreach Committee in response to suggestions from our survey from members who (rightly) thought the Section should do more to promote the Georgia Intellectual Property Bar to industry within the state. The Industry Outreach Committee creates presentations and “top 10 lists” for distribution to industry that explain, in layman’s terms, intellectual property issues to businesspersons. 5. The introduction of the newly established Mentoring Committee: I have always believed that one of the principal functions of a professional organization should be to provide mentoring opportunities. However, the traditional “call each other and have lunch” method is ineffective. The goal of the Mentoring Committee was to establish a structure by which attorneys with issues could connect with

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attorneys with answers. A secondary goal was to provide those entering the profession with a mechanism for understanding the unknown. 6. The introduction of the newly established Podcasting Committee: While serving as the Patent Committee Chair, I began recording audio recordings of our lunch and learn events and posting them on our website. The practice was not discontinued by previous chairs. However, it was very successful, drawing large numbers of “hits” indicating the number of listeners. Everyone understands that technology is progressing, and the Section was beginning to fall behind. We therefore launched the Podcasting Committee to make video recordings of our educational events available for members unable to attend, or who reside outside of Atlanta. Multiple video streams are now available at our website, www.georgiaip.org. 7. The introduction of a first-ever Intellectual Property Summit: Traditionally, at least since 2000, the Section has co-sponsored the North American Entertainment Sports and Intellectual Property Conference, which was held in Cancun, Mexico, during November 7- 11, 2012. While this is a fantastic event, I realize that not everyone has the time or resources to attend an offshore event. With this in mind, I have long thought that a “premiere” event of the Section should be more accessible to our members than is our offshore conference. To this end, the Section hosted a first-ever dinner gala held at the High Museum of Art on March 1, 2013. 190 people were in attendance, including fourteen federal judges, two from the Court of Appeals for the Federal Circuit. Grammy nominated artist Julian Lage and his trio provided entertainment. 8. Renewed Participation in the Mid-Year Meeting of the Georgia Bar: The Section had not participated in either the Mid-Year Meeting or the Annual Meeting of the Georgia Bar in over five years. I thought this was wrong. I wanted to reconnect the Intellectual Property Bar with the “big” bar by participating in the Mid-Year Meeting. Thanks to the efforts of our newly formed Special Events Committee, the Intellectual Property Section hosted a standing-room only crowd for a

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presentation on “How to Litigate a Patent Case” at the Mid-Year Meeting in January. 9. Establishment of a “Boot Camp” for new attorneys: When serving as the Patent Committee Chair, I partnered with the then Trademark Committee Chair, Brad Groff, on a test event we called a “Boot Camp.” It was wildly successful. I believe one of the Section’s goals should be to provide new attorneys with a basic “tool kit” with which to start a practice. Accordingly, the Section held a half-day Boot Camp in October at Georgia Tech. 10. Increased Fiscal Responsibility: A strict eye was applied to the use of our members’ dues. Strict fiscal responsibility led to events such as our off-shore conference, which in the 2011-2012 year consumed over $3,000.00 in dues, into cash flow positive events through innovative arrangements with co-sponsors and more intelligent acquisition of third-party sponsors. 11. Increased Charitable Donations: In view of the increased fiscal responsibility, the Section this year was able to support the Bar’s GLSP Survey, the Pro Bono Partnership of Atlanta, Georgia Lawyers for the Arts, the Georgia High Scholl Mock Trial team, and even the State Bar of Georgia by contributing to its Opening Festival during the Annual Meeting. 12. Streamlined and Updated Website: Our website was clunky, dated, and used an infrastructure that was several generations old. For example, it had a calendar that required multiple clicks, page loads, and page return requests simply to see what program was on a particular date. The website was upgraded to a newer operating system. Additionally, features like the calendar were converted from multiple- click, cumbersome systems to streamlined pages requiring simply a click and scroll to see a variety of events. 13. Streamlined Newsletter: Rather than sending a large newsletter on an ad hoc basis, as had been the practice during my near decade with the Section, we streamlined the newsletter and began sending it monthly. We also began sending it electronically, saving the Section large sums of money.

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14. Streamlined Committee Structure: Previous years’ committee structures included sub-chairs working under a small number committees. This created confusion and disconnects, and generally resulted in less Section output, especially regarding continuing legal education credits. The Section streamlined the committee structure into a more horizontal layer that set expectations early and held committee chairs accountable for their performance. 15. Re-establishment of the Licensing Committee: The Licensing Committee was disbanded many years ago for reasons I do not understand. However, at countless Section events members have requested educational events in the area of licensing. With this in mind, the Section re-launched the Licensing Committee. 16. Re-establishment of the Litigation Committee: As with the Licensing Committee, when I first joined the Section, we had a Litigation Committee. Previous Chairs disbanded this committee. However, the Section has received numerous requests for events “other than patents.” With this in mind, the Section re-launched the Litigation Committee.

The remainder of this report turns its attention to a month-by-month accounting of the Section’s many accomplishments, most of which are not listed above. The portions below also include a summary of the Section’s strong financial position. Preceding the monthly summaries are accomplishments that were either committee independent, or that applied across the entire year.

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~ Detailed Description of Section Accomplishments ~

SECTION STRUCTURE AND REORGANIZATION:

In at least the previous year, the Section’s committees were organized in a very vertical structure. In particular, all committees, save one, were organized with subcommittees forming part of standing committees. An explanatory chart of the prior committee structure is shown below:

FIGURE 1.

This subcommittee structure created confusion and discord among the Executive Committee members. Illustrating by example, when the Executive Committee desired that a lunch and learn on the topics of patents was required, there was no leader of the Patent Committee who could determine the topic, the time, the organizer, or the speakers. Was it litigation? Was it prosecution? It became almost dysfunctional on occasion. From an administrative perspective, this structure was unwieldy and ineffective. Another unintended consequence resulted from subcommittees, namely that the absence of a formal chairperson reduced the incentive for each subcommittee chair to “take the lead” on committee events. Because the subcommittee chair was unsure whether another subcommittee chair may be attending to a given task, many of our

234 Intellectual Property Section, State Bar of Georgia Annual Report Page 9 of 67 committees slowed to almost now output, hence the three lunch and learns occurring in the previous year. It is axiomatic that the Section’s committees are critically important to keeping the Section active, vibrant, and relevant. To be sure, the Section’s committees provide members opportunities to meaningfully contribute to Section activities and events. Committee performance is imperative in providing services that meet our members’ expectations. To solve this problem, the committee structure was reconfigured into a horizontal structure with each Executive Committee member serving as Chair of a committee tasked with specific roles and duties. The elimination of subcommittees ensures that the “buck stops” with a particular person, i.e., the formal chairperson of a particular committee. The new and revised committee structure consisted of the following seventeen committees:

1. Copyright Committee 2. Industry Outreach Committee 3. In-House Committee 4. International Institute Committee 5. Licensing Committee 6. Litigation Committee 7. Mentoring Committee 8. Newsletter Committee 9. Patent Agent’s Committee 10. Patent Committee 11. Philanthropy Committee 12. Podcasting Committee 13. Social Committee 14. Special Events Committee 15. Trademark Committee 16. Website Committee 17. YLD Committee

The purpose of this change was to give each chairperson a distinct area of focus, without having to worry about whether their efforts would overlap or conflict with that of others. The structure allowed each chair to work more entrepreneurially, which provided our members with a diverse array of educational and social offerings.

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As there are an increased number of committees, to provide each chair with sufficient guidance, I met individually with each chair prior to the start of the year. We divided the year into equal segments, and assigned each committee tasks within each segment. With this process, each committee chair knew what was expected and when. They also knew that their activity would not conflict with that of another committee.

FIRST EVER INTELLECTUAL PROPERTY SUMMIT:

On March 1, 2013, at the High Museum of Art, the Intellectual Property Section hosted the Inaugural Georgia Intellectual Property Summit Dinner Gala Honoring Members of the Judiciary. The Intellectual Property Section of the Atlanta Bar Association and the Atlanta Intellectual Property Inn of Court were invited to participate to provide Section members with an opportunity to meet members of other local intellectual property bars. The event was the crowning achievement of the 2012-2013 bar year and received an exceptional response. The event was a sellout with 190 people in attendance. In addition to members of the Section, there were twelve federal judges in attendance. The Hon. Sharon Prost and the Hon. Raymond C. Clevenger, III were in attendance from the Court of Appeals for the Federal Circuit. From the 11th Circuit, the Hon. Beverly Martin, the Hon. Frank M. Hull, and the Hon. Stanley F. Birch, Jr. were in attendance. From the Northern District of Georgia, the Hon. Julie E. Carnes, the Hon. Charles A. Pannell, Jr., the Hon. Amy Totenberg, the Hon. William S. Duffey, Jr., the Hon. J. Clay Fuller, the Hon. Walter E. Johnson, the Hon. Alan J. Baverman, and the Hon. Linda T. Walker also attended. James Hatten, District Court Executive and Clerk of Court, also attended. The exciting event provided an entertaining evening set against the backdrop of world-class art in Atlanta’s High Museum. The itinerary was as follows: • 4:30 – 6:00 PM – Judges’ Panel, held in the Hill Auditorium

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• 6:00 – 7:00 PM – Cocktail Reception with hors d’oeuvres, Robinson Atrium, along with self-guided tours of the High Museum of Art • 7:00 – 8:30 PM – Seated Dinner, Robinson Atrium • 8:30 – 9:45 PM – Dessert, Cordials, and Entertainment The evening began with a Judges’ Panel in the Hill Auditorium. The IP Section’s Judges’ Panel has perennially been a favorite event of its annual offshore institute. This event provided the opportunity to bring the panel to Atlanta for the benefit of those members who are not able to attend the offshore event. The Judges’ Panel featured a mock oral argument configured as an appeal to the United States Court of Appeals for the Federal Circuit from the District of “Little Whining.” The case presented two primary issues: declaratory judgment jurisdiction and induced infringement. The appeal arose from a declaratory judgment suit filed by T. Fiddle, Inc. (“Fiddle”) against Wart-Hog Wands, Inc. (“Wands”). Fiddle sought declaratory judgment that it does not infringe claim 1 of U.S Patent No. 9,876,543 (“the ’543 patent”). After conducting limited discovery on the declaratory judgment issue, Wands filed a motion to dismiss the declaratory judgment complaint. The motion to dismiss was denied. Wands appeals the District Court’s order denying its motion to dismiss Fiddle’s declaratory judgment action, and appeals the District Court’s order granting Fiddle’s summary judgment motion on the issue of induced infringement. The panel consisted of the Hon. Sharon Prost, the Hon. Raymond C. Clevenger, III, and the Hon. Stanley F. Birch, Jr. Arguing on behalf of Wart- Hog Wands was Michael A. Morin, a partner at Finnegan. Arguing on behalf of T. Fiddle was Adam Conrad, a senior associate at King & Spalding. Virginia Carron, President of the Atlanta Intellectual Property Inn of Court, moderated the panel. Approximately 100 attorneys attended the panel. Guests then moved to the Robinson Atrium for a cocktail reception with hand- passed hors d’oeuvres. There was also an opportunity to enjoy a private viewing of “Frida & Diego: Passion, Politics, and Painting.” This major exhibition of work by

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Frida Kahlo and Diego Rivera, features some of the best examples of art from two central figures of Mexican modernism. A gourmet seated dinner and dessert, catered by Legendary Partners of Atlanta, followed. After dinner, guests were entertained by the Grammy-nominated artist, Julian Lage, and his trio. It was a real coup getting Julian to perform at the event. Julian is a very special and unique virtuoso on guitar. A child prodigy, the guitarist grew up in California and was the subject of an Academy Award- nominated documentary, Jules at Eight. His trio included Tupac Mantilla on percussion and Jorge Roeder on bass. Tupac is a master of the cajon, and even played percussion on Roeder’s bass during the performance. The trio played with a symbiosis seldom seen. The interaction of guitar, bass, and drums was truly amazing. All About Jazz has called Lage “a giant in the making.” He is a protégé of legendary vibraphonist Gary Burton, recording two albums and touring with Burton. He has recently been featured on Piano Jazz: Rising Stars and NPR’s Tiny Desk Concerts. Lage received a Grammy nomination in 2009 for Best Contemporary Jazz Album. Time Out New York calls Lage’s music “a major find” that is “springy, intelligent chamber Americana that fits perfectly into a spectrum of Nonesuch-style players like Bill Frisell and Chris Thile’s Punch Brothers.” Pictures of the event can be seen at www.georgiaip.org/news. An expose of the event was featured in the April edition of the Georgia Bar Journal at pages 56-57.

NEW COMMITTEES:

The Section created several new committees dedicated to fostering the Section’s goal of providing more services to our members and more services to our community. The new committees were as follows:

Philanthropy Committee: I never understood why the Section did not have a Philanthropy Committee. It would appear to be self-evident that a professional society should stand not only to

238 Intellectual Property Section, State Bar of Georgia Annual Report Page 13 of 67 benefit its members, but to give back to the community as well. Especially in the practice of law, where so many are fortunate enough to have so much, I thought it unquestionable that the Section should have a Philanthropy Committee. Alas, we did not. We therefore created a new committee tasked specifically with finding ways for our members to give back to our community and the less fortunate. Chaired by Chris Curfman, the Philanthropy Committee became a new committee. The mission of this committee, as the name suggests, is to identify opportunities for Section members to show concern for the welfare of their fellow humans. The opportunities the Philanthropy Committee was tasked with identifying were to be non-legal and non-monetary. Thus, the mission of the Philanthropy Committee became somewhat distinct from merely identifying pro bono service opportunities. Similarly, the Philanthropy Committee was not to simply find organizations to whom monetary donations were to be made. The charge of the Philanthropy Committee was to simply get the hands of Section members “dirty” helping those in need. Why have a Philanthropy Committee? The answer is because it is simply the right thing to do.

Mentoring Committee: The Mentoring Committee is completely new to the Intellectual Property Section. As with the Philanthropy Committee, I thought it was a responsible act to provide our members with a conduit whereby questions could be answered, experiences could be shared, and lessons could be learned. However, the goal was not to simply pair random people together. The goal was instead to provide a different organizational structure focused on conveying knowledge, not just pleasantries. The Mentoring Committee was formed with this in mind. The Mentoring Committee focuses on facilitating the mentoring of all Section participants. While the Mentoring Committee is certainly very interested in hearing any ideas from Section members, the goal for its initial year was to establish a mentoring lecture series that covers various topics directed at all skill levels within the IP Section.

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Industry Outreach Committee: In response to the survey I created as Vice Chair, the new Industry Outreach Committee was created. Respondents to the survey suggested that the Section should, as one of its many charges, promote the Georgia intellectual property bar to local industry. I thought this was a laudable goal. Accordingly, the Industry Outreach Committee became a new committee whose primary purpose is to reach out to the business community and enlighten it on how intellectual property is a critical component of any business and its success. The Industry Outreach Committee worked this year to accomplish this goal through presentations, intellectual property “primers” and/or Internet websites. The Committee intended to approach not only other bar sections in this regard, but every local business organization, such as the Chamber of Commerce, Kiwanis Club, and business schools. In its inaugural year, the Committee worked to determine a venue with which to reach out to businesses and business associations. The Committee sought ideas regarding who to approach and how to do it. The Committee's primary goal was to expose industry to the benefits of intellectual property law.

Podcasting Committee: From our survey, we knew that not all of our members worked and resided in Atlanta. Moreover, we understood that not all of our members could attend our educational events given the workloads that attorney generally carry. We realize that not everyone can take a full day to attend such an event. Schedules are busy, with litigation and transactional dockets full. With these issues in mind, the Section took on a video podcasting effort so that members who are unable to attend selected events still have access to the content. Specifically, in an effort to “expand our reach,” we launched the new Podcasting Committee. “Podcasting” is a bit of a misnomer in that our outreach efforts come mainly in the form of on-line streaming videos due to some technical limitations with our legacy website. However, the Committee offers those who are unable to attend single-offering events, such as our USPTO Roadshow, the opportunity to avail themselves of the

240 Intellectual Property Section, State Bar of Georgia Annual Report Page 15 of 67 information at a later date. The new Podcasting Committee obtained approval for approximately $2400 in equipment, including:

• 3-mic SM58 Shure set with cables and clips; • A Mackie Onyx 820i mixer; • A refurbished Macbook Air; • Technica ATH-M30 Headphones; • A portable 1-terabyte hard drive; • Apple Pro-Logic Software; • A Canon VIXIA HF M301 refurbished camera; • A Canon Vixia M301 supplemental kit including tripod, extra battery, 16GB SD card, case, and wide-angle lenses; and • A tripod and other accessories.

The Podcasting Committee successfully made five video streams, which are available on our website at www.georgiaip.org. The Podcasting Committee provided our members with the opportunity to share in our legal education activities regardless of location or availability.

NEW CLE STRUCTURE:

With the gracious assistance of Steve Harper at ICLE, I was able to negotiate a first of its kind agreement with respect to 1-hour CLE offerings. For many years, there was a tension regarding CLE offerings. As noted above, Lunch and Learn operations are one of the two principal mechanisms by which the Section delivers legal education to its members. Lunch and Learn events are typically one-hour programs that include lunch and a presentation on a legal topic. The topics generally fall into one of three categories: Toolbox (providing skills for practicing attorneys); Case Law Updates; and Advanced Practice Topics.

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The Institute of Continuing Legal Education, which is a great friend of the Section and is our provider of CLE credit, does not typically host 1-hour events due to their short duration. In past years, ICLE allowed the Section to provide four Lunch and Learns per year. This was later increased to six. However, given that intellectual property is unique in that it spans diverse disciplines of copyright, patent, trademark, licensing, and litigation, we did not have enough Lunch and Learn credits for even our base committees to receive one each. Accordingly, what would happen would be Committee Chairs preparing Lunch and Learn events that were worthy of CLE credit, but which were not allowed to give it. This led to Committee Chairs becoming frustrated. At the same time, the Section readily understands that ICLE receives money to fund its operations from the events that it provides. More importantly, receipts from well attended events, as many Section events tend to be, is used to fund lesser-attended events, such as those held outside Atlanta. At the start of the fiscal year, I began discussions with Steve Harper trying to reach a compromise between these two (sometimes conflicting) missions. The result was an unprecedented agreement between ICLE and the Section. To my knowledge, the Intellectual Property Section is the only Section of the Bar to receive the benefit of this agreement. Moreover, this is the first year the agreement has been in place. In short, the Section and ICLE agreed that the Section would be permitted to do up to 12 Lunch and Learn events, each offering 1 hour of CLE credit. The first six would be under our traditional arrangement, with each constituting a self-study hour of credit. The additional six, however, would be live hours of credit and would be subject to the rules set forth in the following correspondence from Steve Harper at ICLE:

From: Stephen J Harper Date: Friday, May 11, 2012 2:01 PM To: Philip Burrus , Derrick Stanley Cc: Lawrence F Jones , Douglas G Ashworth Subject: Summary of May 10th Meeting

In recognition of the three distinct practice areas represented by the IP Section membership, i.e., trademark, patent and copyright, ICLE agrees to a unique procedure allowing the section to present one, one-hour lunchtime type CLE event per month, for a

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total of twelve (12) per year. All will be designed to offer standard MCLE and not special credits, i.e., trial practice, ethics or professionalism.

Six (6) of these will be done using the usual lunchtime type procedure (see attached memo). The other six (6) events will be ICLE/section co-sponsored events that will be planned and executed like the normal ICLE seminar, i.e., ICLE will market the event, take registrations, print the substantive materials, staff the event (usually done by Derrick Stanley, Section Liaison) and report the attendee's MCLE credit to the State Bar of Georgia. The registration fee for each of the six co-sponsored events will be $35 per Georgia attendee attending for credit. ICLE will not be providing beverages of food at any of the IP Section events.

We envision that these 12 events will be divided so the each distinct practice area will enjoy four per year. We also are operating under the presumption that, due to the subject matter distinction, in the usual case each section member normally will attend about four events per year associated with his or her practice area.

We will design the tinplate for the event brochures, which will be e-mail blasted to all section members by Derrick Stanley. Of course, we'll coordinate the tinplate with you.

Thanks for an excellent meeting.

The following Memorandum memorialized this agreement:

MEMORANDUM I.C.L.E. 248 PRINCE AVE. ATHENS, GEORGIA 30603 ______DATE: May 11, 2012

TO: Philip Burrus

FROM: Steve Harper, Director of Programs

RE: IP Lunchtime Type CLE Events

SUBJECT: Section CLE Procedure

We should use the following procedure for IP Section CLE events:

Please e-mail me your agenda before the section CLE event. It must include the speaker(s), topic(s) and presentation time(s). One copy of your written materials supporting the event should be e-mailed to me in advance of the event. We will assign an I.C.L.E. seminar number to the event and place the written materials in the program’s historical file, all of which are MCLE Rules requirements.

At the event you must: (1) ensure that each attendee is given a copy of the written materials, which you have reproduced; (2) keep a list of those attorneys attending for MCLE credit, to include name, bar number and firm or business address; and (3) collect the required per attendee MCLE fees ($5 per hour).

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As soon as possible after the event, the attendee list and a single check for the total amount of MCLE fees for all attendees should be sent to me at I.C.L.E. by you or your representative, and we will take care of entering each individual’s credits in his or her file at the Bar and remitting the collected fees to the Bar.

This will be done by I.C.L.E. as a service to the GA Bar Sections and at no cost.

We have agreed to a unique arrangement for the IP Section, i.e., that the section does no more than six. one-hour CLE events of this type during the year. Also, we ask you mention that I.C.L.E. is an event co-sponsor in all of your program marketing and announcements. My e-mail address is [email protected] and my phone number is 706- 389-7715.

In return, to help ICLE with its revenue model, the Section offered to host more multi-hour meetings that it had in the past. To this end, it offered to host its Boot Camp, participate in the Mid-Year meeting, and again participate in its off-shore Institute.

RENEWED PARTICIPATION IN THE BAR’S MIDYEAR MEETING:

The Section has not participated in either the Mid-Year Meeting or the Annual Meeting of the Georgia Bar in several years. This disappointed me for multiple reasons: first, I think the Section, as part of the larger bar, has a duty to participate in at least some of the Bar’s semi-annual events. Second, doing so would allow the Section to help ICLE with its revenue model. Third, and most importantly, I had received numerous requests from senior intellectual property attorneys asking if there were ways to connect the intellectual property bar with the larger bar. With this in mind, on January 11, 2013, the Section hosted a 3-hour CLE entitled “How to Litigate a Patent Infringement Case” at the Georgia Bar’s mid-year meeting at the St. Regis Atlanta. Patrick L. Coyne (Finnegan, Henderson, Farabow, Garrett & Dunner, LLP, Washington, D.C.) presented an interesting and informative class to a standing room only crowd of attorneys with a variety of different backgrounds. Coyne provided practical advice for handling patent cases from pre-discovery through appeal. He also provided checklists and tips for settlement and management of your case and client.

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BRINGING PTO OFFICIALS TO GEORGIA:

As many of our members frequently deal with the US Patent and Trademark Office, one of my goals was to foster a more personal relationship with officials at the Office. This provides many benefits. First, it allows for better communication between our members and the Office. The Patent Office is fairly responsive to input from the intellectual property bar, especially with its rule making process. Enhanced communications allow our members to provide greater input, resulting in a better rule making process. Second, the Patent Office has recently created four new satellite offices. I believe that Atlanta should have one of those offices. While we were not selected with the initial group of four (despite significant efforts), I want Atlanta to be at the top of the list for the fifth location if the first four are successful. One of the criteria that the Office looks to is the relationship between the intellectual property bar and “technology hubs” such as universities. By hosting events with the participation of such hubs, as we did with our Boot Camp, the possibility of Atlanta heightens the possibility of a satellite office coming to Atlanta. Third, bringing Patent and Trademark Office officials to Atlanta provides better educational opportunities to our members. Many of our events consist of Atlanta speakers presenting to an Atlanta audience. While this can be effective, bringing officials from the government branches with which we work provides for a richer, broader educational experience. With this in mind, the Section hosted two events featuring Patent and Trademark Office officials. The first was a US Patent and Trademark Office Roadshow, which was hosted at Georgia Tech. Specifically, the Section hosted officials from the Patent Office at road show discussion of rules and proposed rules under the America Invents Act at Georgia Tech, which is one of the Patent and Trademark Resource Centers, on September 24. Janet Gongola, the Patent Reform Coordinator for the USPTO, was joined by Commissioner of Patents Peggy Focarino, two judges from the Board of Patent Appeals

245 Intellectual Property Section, State Bar of Georgia Annual Report Page 20 of 67 and Interferences, and two advisors from the Patent Business Unit. The officials indicated that the crowd in attendance was the biggest of their road show events. The second event was a Trademark Committee event held on December 5, 2012. The speaker was Mary Denison, U.S. Patent and Trademark Office Deputy Commissioner for Trademark Operations. Topics covered included Trademark Office statistics for the year, new post-registration procedures, fees, an upcoming revision of the TMEP, transitioning to an electronic Official Gazette, as well as other information relating to Trademark Office operations. The third event is our final event of the year, which will be held on June 12, 2013. This event will feature Lynne Beresford, former Commissioner for Trademarks at the U.S. Patent & Trademark Office, speaking on the topic “The Madrid Protocol – What Does it Offer?” As Commissioner for Trademarks from 2005 through 2010, Ms. Beresford was instrumental in the implementation of the Madrid Protocol in the United States, helping to negotiate the regulations for the Protocol at WIPO. She was also part of the team that automated the filing and examination of international applications. She now serves as a consultant to the World Intellectual Property Organization.

INTRODUCTION OF INTELLECTUAL PROPERTY BOOT CAMP:

As I mentioned in the Executive Summary, while serving as the Patent Committee, Brad Groff, the Trademark Committee Chair at the time and I held a Boot Camp focused on intellectual property basic. It was an experiment. We hosted a six-hour event, primarily targeted towards new attorneys. It was well received, but was not repeated. As one of my goals was to provide practical training to new attorneys, I decided the Section should introduce a formal Boot Camp this year. One of my other goals as Chair was to strengthen the relationship between both the local law schools and universities. Georgia Tech was of particular interest to me because it is both my alma mater and the technology hub of the state. For the technical “hub” of the city and its intellectual property community to collaborate is imperative in my opinion. Hosting the Boot Camp at Georgia Tech was intended to bridge the gap

246 Intellectual Property Section, State Bar of Georgia Annual Report Page 21 of 67 between the innovators and intellectual property experts, as well as give students an opportunity to be exposed to some intellectual property training. We had held several events at the local law schools, and I thought it was long overdue for us to reach out to technical students as well. The Intellectual Property Section, in conjunction with the Institute of Continuing Legal Education in Georgia (ICLE) and the Georgia Institute of Technology, therefore held an Intellectual Property Boot Camp on October 17, 2012 at Georgia Tech’s Technology Square Research Building. Approximately 60 students, patent agents, and attorneys attended this CLE event. The half-day event provided a great opportunity to take a crash course on the basics and provided practical advice in three of the major IP practice areas. We had excellent presenters: Allie Roach and Liz Wheeler (Copyright 101), Melissa Linsky (Trademark in Sports Law), Yvonne Shyntum, PhD (Patent Law Overview), and Art Gardner (The Dirty Dozen: Mistakes most Commonly made by Patent Attorneys and How to Avoid Them).

INTRODUCTION OF MONTHLY NEWSLETTER:

In past years, the Section’s newsletter has been issued at most two to three times per year. During the 2011-2012 fiscal year, only one newsletter was sent to the Section. Past newsletters were many pages. Putting it together was cumbersome. Further, it was mailed to the members, which incurred a cost and was not the most environmentally efficient method of delivery. This year, thanks to the efforts of the Newsletter Committee Chair Brent R. Bellows, we streamlined the newsletter and delivered it electronically once a month for the first time in the Section’s history. The streamlined letter provided recaps of past events, reminders of upcoming events, and committee information. From the many positive comments I received, I believe Section members found the newsletter to be a much simpler and more powerful tool with which to stay abreast of Section events. A sample newsletter is attached as Appendix A.

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PODCASTS:

The 2012-2013 fiscal year was our first ever attempt at providing video streams of select events. We were able to record five events and post four events at our website, www.georgiaip.org. Our first set of streams was from the US Patent and Trademark Office’s America Invents Act Roadshow, which was held at Georgia Tech on September 24, 2012. The stream list includes introductory remarks, opening remarks from Commissioner for Patents, Peggy Focarino, inventor declarations, pre-issue procedures, administrative trial provisions, proposed first to invent rules, and fees. Our second set of streams was from our Intellectual Property Boot Camp, which was held at Georgia Tech on October 15, 2012. The portions recorded include patent basics and Art Gardner’s Dirty Dozen, which is a great presentation. Our third set of streams was from our November Litigation Committee lunch event entitled, “Presumption of Irreparable Harm in Requests for Injunctions After Ebay.” The Supreme Court, in its 2006 decision in eBay Inc. v. MercExchange, L.L.C. (547 U.S. 388), rejected the general rule favoring the granting of permanent injunctions against patent infringement, instead holding that the traditional four-factor analysis for permanent injunctive relief applied in patent infringement cases. This event was a panel discussion n examining the after-effects of the eBay decision. The panel, moderated by Committee Chair David M. Lilenfeld, featured Ronald T. Coleman Jr., of Parker Hudson Rainer & Dobbs; Ann G. Fort, of Sutherland; and Frank G. Smith III, of Alston & Bird. Our fourth set of streams is from the February In-House event concerning the new First-To-File rules implemented under the America Invents Act. Rich Miller of Ballard Spahr and Brent Bellows of Knowles Intellectual Property Strategies provide an entertaining and informative look into the pitfalls and traps into which unknowing practitioners may fall. Our fifth set of streams includes the Deputy Director of Trademarks, Lynn Beresford, discussing trademark issues at the USPTO.

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COMPLETION OF BYLAWS REVISION:

The previous chair initiated a bylaws revision. This year the Section completed all revisions to the bylaws. Additionally, the Section had the bylaws approved by legal counsel at the Georgia Bar. The Section plans to vote on the revised bylaws prior to June 30, thereafter submitting them to the Board of Directors for final approval.

REVISION OF THE CONSUMER PAMPHLET SERIES ON COPYRIGHTS, PATENTS, AND TRADEMARKS:

This year, the Patent Committee has revised the Consumer Pamphlet Series on Copyright, Patents, and Trademarks. This document was last revised in 2009. However, the law has changed greatly since then, especially in the area of patents. Statutory requirements for patentability of software and business methods have changed. Further, the America Invents Act has become law, transforming the United States from a first to invent country to a first-inventor-to-file country. Not only was a revision overdue, revised pamphlets would advantageously also serve as handouts when Section members did presentations to the public. A pamphlet promulgated by the Georgia Bar also helps such presentations appear to be mere “sales pitches” for a particular firm. Instead, they provide Section sanctioned information to help the Section better serve the public. The revision is currently being reviewed by the Executive Committee, and is scheduled to be delivered to the Georgia Bar prior to the end of the fiscal year.

FISCAL RESPONSIBILITY WITH DUES:

We have diligently worked to spend our dues with more responsibility. Illustrating by example, during the 2012-2013 fiscal year, we agreed to once again participate in the North American Entertainment Sports and Intellectual Property Conference, which was held in Cancun, Mexico, during November 7- 11, 2012. However, in agreeing to participate, my requirement was that no dues would be used for

249 Intellectual Property Section, State Bar of Georgia Annual Report Page 24 of 67 this event. In the 2010 Survey, over ninety percent of our members indicated that the Section should participate in an Institute. Sixty-six percent of them thought that the Section should pair with other disciplines when doing so. However, over thirty-five percent of the membership thought no dues should be used to subsidize this event. In past years, we have used over $20,000 in dues for this event. However, this year, as a result of long hours of work, and thanks to a handful of very gracious sponsors we were able to participate this year without the use of dues. To the contrary, the event provided to be cash flow positive for the Section. As one other example, we were paying about $1000 per newsletter to mail a paper copy to our members. I thought this was completely ludicrous. As a result of switching to a monthly newsletter that was distributed electronically, the Section saved at least $3000 over prior years, and more than $10,000 when sending a monthly newsletter as we did this year. As a result of these efforts, the Section is in better financial shape than it has ever been. We started the year with a balance of $104,000.00. Even with a large number of events and the over $60,000.00 spent on the March 1 Gala, as of the latest financial report, the Section still has a balance of $117,163.82. This is a remarkable accomplishment and is due in part to the many sponsors who were gracious enough to assist with our premiere events. When the 2013-2014 dues are added, the Section will have over $150,000.00, and will be well poised to begin the new fiscal year. Accordingly, despite having one of the most active years in the Section’s almost 50-year history, with output more than double that of our award-winning 2011-2012 year, the Executive Committee will leave the Section in a better financial position than that with which it began. This is one of our most proud accomplishments.

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INCREASED CHARITABLE DONATIONS:

We were able to increase our charitable donations this year thanks to the carful fiscal management noted above. A few examples of our donations are as follows:

1. $1500 to GLSP Survey Conducted by the Bar - The Bar was seeking donations to GLSP, a non-profit law firm that provides civil legal services to qualified people. Forty of the 400 poorest counties in the US are in Georgia. Six of those have no lawyers. The Section contributed $1500 to this effort. 2. $1000 to Pro Bono Partnership - The Pro Bono Partnership Atlanta is a non- profit that provides all types of transactional legal work (importantly, including IP work) for Greater Atlanta non-profits. It only serves non-profits that benefit those less fortunate than us (homeless shelters as opposed to the Atlanta symphony as an example). The Section donated $1000 to this effort. Every dollar is important with the volatility of the economy. 3. $1500 to Georgia Lawyers for the Arts - Georgia Lawyers for the Arts is a nonprofit organization dedicated to providing legal assistance and educational programming to artists and arts organizations in Georgia. Last year, GLA conducted more than 60 educational programs and provided more than $1 million in free legal services. GLA also maintains an extensive resource library that contains sample contracts, copyright information and more than 250 volumes that artists, arts agencies, museums, galleries, attorneys and other members of the public can utilize. The Gala, GLA’s primary fundraising event, is integral in allowing us to continue offering these desperately needed services to the community. The Section served as a gold sponsor at the $1500 level. 4. $500 to the State Bar of Georgia - This is our 13th year that the sections have helped to sponsor the Opening Festival during the State Bar’s Annual Meeting, which is taking place June 20-23 at the Marriott Resort on Hilton Head Island, SC. The Section donated $500 to this effort.

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5. $500 to Buck Ruffin, president-elect of the Bar, to help fund the State High School Mock Trial champion team’s trip to the National Competition in early May. The winners this year are a group of home school students from the Macon area who must raise 100 percent of their funding (outside of the amount built into the HSMT budget). The competition this year will be held in Indianapolis. The Section contributed $500 to this effort.

Please note that the above contributions are in addition to the efforts of the Social Committee and Philanthropy Committee noted below.

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~ Monthly Description of Committee Activities and Other Section Accomplishments ~

The remainder of the report provides a month-by-month recap of the various committee activities and other Section accomplishments.

JULY -

Copyright Committee Event Chair: Andrew Piquignot

Fair Use In Not So Many Words - An In-Depth Discussion of the Recent Georgia State Decision

Description: In a 350-page opinion handed down in May, District Court Judge Orinda Evans in the Northern District of Georgia found that the majority of Georgia State’s uses of copyrighted materials on its e-reserve system were non- infringing fair uses. The panelists will dissect the decision and examine its implications for university libraries and anyone else making fair use determinations.

Panelists: Michael Landau, Copyright Professor at Georgia State University College of Law

Lisa Macklin, Director of the Intellectual Property Rights Office at Emory University Libraries.

Moderator: Stephen Dorvee, Arnall Golden & Gregory, LLP

CLE: One hour, self-study

Recap: The Copyright Committee held its first CLE event of the year on Tuesday, July 10, 2012. The event, titled “Fair Use In Not So Many Words; An In- Depth Discussion of the

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Recent Georgia State Decision,” focused on the long awaited 350-page ruling of Judge Orinda Evans in the copyright case Cambridge University Press et al. v. Mark P. Becker et al. (Georgia State), No. 1:08-cv-1425 (N.D. Ga. May 11, 2012). The panelists, Michael Landau (Copyright Professor at Georgia State University College of Law), Lisa Macklin (Director of the Intellectual Property Rights Office at Emory University Libraries), and Steven Dorvee (Arnall Golden & Gregory, LLP), dissected the decision and examined its implications for university libraries and others who engage in fair use determinations. The event drew a crowd of over 70 State Bar members. This was a Section record for a Copyright Committee event.

AUGUST -

Patent Committee Event Chair: Rich Miller

The Changing Landscape of Patent Damages

Description: The Patent Committee presented a discussion of the changing landscape of patent damages. John Harbin of King & Spalding, LLP discussed how Federal Circuit opinions such as Uniloc v. Microsoft and Lucent v. Gateway affect litigants, and new approaches to damages issues. Ronen Arad of PricewaterhouseCoopers presented an expert's view of patent damages, including a look at PWC's upcoming study of patent damages and how damage awards are changing.

Panelists: John Harbin, King & Spalding

Ronen Arad, PricewaterhouseCoopers

Moderator: Rich Miller, Ballard Spahr

CLE: One hour, self study

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Recap: The discussion about the changing landscape of patent damages was presented to a standing-room-only crowd of 39 in the Georgia Bar Conference Center.

SEPTEMBER -

Executive Committee Event (Co-Sponsored with the Atlanta Bar Intellectual Property Section) Chair: Philip Burrus

US Patent and Trademark Office Roadshow – America Invents Act Implementation

Description: We are incredibly pleased that representatives from the U.S Patent and Trademark Office visited Atlanta for a road show on September 24th. The officials discussed statutory provisions that went into effect on September 16th under the America Invents Act, as well as the final rules implementing those provisions. They also discussed proposed rules for fees and the first-inventor-to-file provision.

Panelists: Peggy Focarino, Commissioner for Patents

Eric Atkisson, Director of Communications

J. Michael Tierney, Chief Administrative Patent Judge, Patent Trial and Appeal Board

J. Salley Medley, Administrative Patent Judge, Patent Trial and Appeal Board

Nicole Haines, Legal Advisor, Office of Patent Legal Administration

Lauren Ailes, Office of Finance

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Susan Hoffman, Management Analyst, Office of Government Affairs

Moderator: Janet Gongola, Patent Reform Coordinator, Office of the Under Secretary

CLE: 4.5 Hours, Live Credit

Agenda: 10:00 a.m. CLE registration and sign-in

10:30 a.m. Opening Remarks Welcome from Executive

11:00 a.m. Patents: Final Rules for Inventor’s Oath/Declaration, Pre-issuance Submission, Miscellaneous Post Patent Provisions, and Supplemental Examination Slide Presentation · Audience Questions

12:30 p.m. Lunch (on your own)

1:30 p.m. Board: Umbrella Final Rules and Specific Final Rules for Post Grant Review, Inter Partes Review, and Covered Business Method Review Slide Presentation · Audience Questions

3:15 p.m. Break

3:30 p.m. Finance: Proposed Rules for Fees Slide Presentation · Audience Questions

4:10 p.m. Patents: Proposed Rules for First-Inventor-to-File Slide Presentation · Audience Questions

4:50 PM Closing Remarks

Recap: “The Atlanta roadshow marked three "firsts" for our roadshow series-- (i) the largest live audience to date-- nearly 200 stakeholders; (ii) the most questions during the Q&A sessions; and (iii) the inaugural podcast of our event by the [Georgia] Bar IP Section.” Source: USPTO, website http://www.uspto.gov/aia_implementation/roadshow- highlights.jsp)

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Social Committee Event Chair: Suzanne Werner

Reception for the US Patent and Trademark Office

Description: The Social Committee hosted a reception welcoming members of the US Patent and Trademark Office to Atlanta. The reception followed the road show and was open to 100 registered guests. The reception was held in the Ferst Room on the seventh floor of the Georgia Tech Library, and provided beverages and hors d’oeuvres, as well as a chance for guests to meet and greet while overlooking the Georgia Tech campus and midtown.

Social Committee Event Chair: Suzanne Werner

Fall Intellectual Property Section Open House and Committee Sign- Up Event

Description: The Social Committee is responsible for planning events where the members of the IP Section get together for food, drinks, networking, and socializing. The Social Committee hosts at least three events per year – a fall kick-off party, a holiday party, and a summer happy hour with panel discussion for both attorneys and law students. The first event was held on the evening of Wednesday, September 19, 2012, at Front Page News, Midtown. The Social Committee provided free food and drinks for all in attendance. Sign-up sheets were provided for those interested in signing up for committees. To extend the reach of the Section, members from the Technology and Entertainment and Sports Law Sections were also invited to attend.

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Recap: We had over 70 in attendance, marking one of the largest fall open houses in recent memory.

Philanthropy Committee Event Chair: Chris Curfman

MedShare – Sorting and Packing Medical Supplies for Third World Countries

Description: The Philanthropy committee is a new committee for our Section. The mission of this Committee, as the name suggests, is to identify opportunities for the section members to show concern for the welfare of others. To this end, on Saturday, September 29th, from 9 am-12 pm, the Committee had a group of people volunteering at MedShare. MedShare is a nonprofit organization with a dual mission to deliver surplus medical supplies to underserved populations around the world while lessening the impact of medical supplies in landfills in the US. Medshare’s operation depends on volunteers to get these life-saving supplies to people who desperately need them. Thus, the Committee spent its Saturday morning sorting and packaging surplus medical supplies for distribution around the world. Medshare is located at 3240 Clifton Springs Road Decatur, GA 30034.

Recap: Our first event was held at MedShare in September. Not only was it fulfilling, but it was educational as well. Apparently two million tons of medical waste is generated in America each year. This is not used waste, but perfectly good, sealed and sterile, product that has been pulled from storage and not used. MedShare, with help from the Bill and Melinda Gates Foundation, collects this product, packages it, and ships it to countries in need. We heard stories of people being admitted to hospitals that only had one catheter – which had to be cleaned and reused. We heard other stories of doctors who performed complicated surgeries with one hand because there were simply not enough gloves in a particular hospital.

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Thanks to the hard work of many of our Section members who came to help, we were able to make a small step towards putting an end to stories like this. We boxed and reboxed medical supplies for shipment to those in need. It was fun. It was rewarding. I hope you will join us for our next event, and will help to make the Philanthropy Committee a success.

OCTOBER -

Special Events Committee Chair: Rivka Monheit

Intellectual Property Boot Camp

Description: This Section-sponsored event was held October 17th, at the Georgia Institute of Technology, Technology Square Research Building in Atlanta. The seminar chair, Rivka D. Monheit, Pabst Patent Group LLP, put together a terrific set of topics and speakers for this program.

Topics include:

• Copyright 101: What you should know about Copyright Law • Introduction to Trademark in Sports • Patent Law Overview • The Dirty Dozen: The Mistakes most commonly made by Patent Attorneys and how to avoid them

The program qualifies for 3 CLE Hours. For additional information and to register for this program, visit the ICLE website by clicking here.

Panelists: Allie Roach, Kilpatrick Townsend & Stockton LLP

Liz Wheeler, The Moore Firm LLC

Melissa Altman Linsky, solo practitioner

Yvonne Shyntum, Ph.D., Pabst Patent Group LLP

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Arthur Gardner, Gardner Groff Greenwald & Villanueva PC

Moderator: Rivka Monheit, Pabst Patent Group LLP

CLE: 3 live hours

Recap: The Intellectual Property Section, in conjunction with the Institute of Continuing Legal Education in Georgia (ICLE) and the Georgia Institute of Technology, held an Intellectual Property Boot Camp on October 17, 2012. The event was open to both practicing attorneys and students. A special thanks is owed to Georgia Tech Dean of Engineering, Gary May, and his Executive Assistant, LaJauna Ellis, for their assistance in holding the event on the Georgia Tech campus. Without their help, the event would not have been possible.

The event provided a working knowledge of each of these areas of intellectual property law.

Thanks to the kindness and cooperation between Georgia Tech, the Intellectual Property Section, and ICLE, students were offered a significantly discounted registration fee.

There was a lot of excitement surrounding the event. We had 55 pre-registered attendees and several who signed up at the event. Thanks to Rivka's hard work, the day provided a great opportunity to take a crash course on the basics of three of the major practice areas. Here are some photos:

From Seminar Survey provided by ICLE:

- Beautiful facilities. Clean, spacious, good lighting and good audio. - Best CLE I’ve attended. Great job. - [Speaker] was very informative, learned a lot. - Good content and explanations. - Great speaker - knew her topic. - Very good overview. - [Speaker] was the essence of what a “boot camp” or nuts and bolts for the uninitiated should be. Great application as to theory.

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- Some good topics. - Very informative. Great slides and examples. - Direct, good, practical, wisdom.

Executive Committee Event (Co-sponsored with Georgia State University College of Law and J. Mack Robinson College of Business)

The 2012 Intellectual Property Legends Awards Luncheon

Description: The Intellectual Property Legends Award is awarded every other year, recognizing individuals who have made significant contributions in the area of intellectual property, both in the business and legal arenas. In addition, IP Legends Award recipients are individuals who have served as role models for their peers, subordinates, and future members of the intellectual property community, have displayed the highest level of ethics in their careers, and have had a positive impact on their communities.

Honorees: Joe Beck, Kilpatrick Townsend & Stockton

Bill Curry, Head Coach, GSU Panthers

Dr. Dennis C. Liotta, Emory University

Dr. Raymond F. Schinazi, Emory University

Professor L. Ray Patterson, University of Georgia

Location: Ansley Golf Club

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Executive Committee Event (Co-sponsored with Georgia State University College of Law)

The CIP CUP Charitable Golf Tournament

Description: The CIP CUP annual Charitable IP Golf Tournament helps provide funds for IP scholarships at the Georgia State University College of Law, as well as provide financial assistance to other community services in need such as Volunteer Lawyers for the Arts and the Public Law Initiative. This fall event provides an opportunity for the intellectual property community to gather for a day to give back, have outdoor fun, and network with each other.

Location: Alpharetta Athletic Club

Recap: $9500 was raised to benefit the constituents mentioned above.

November -

Executive Committee Event (Co-sponsored with the State Bar of Georgia, the Institute of Continuing Legal Education, and the state bars of Florida, Tennessee, and New York)

The Section had members on the Executive Committee, the Programming Committee, and the Fundraising Committee, as has been the tradition, and, with the participation of the Patent, Copyright, Trademark, and International Institute Committee helped to coordinate the following:

24th Annual Entertainment, Sports, and Intellectual Property Law Conference

Description: This is the Section’s second largest event of the year behind the Intellectual Property Summit. It involves a tremendous

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amount of work, but provides the Section with the opportunity to host members of the Court of Appeals for the Federal Circuit.

The Intellectual Property Section was once again a participant. The North American Sports, Entertainment, and Intellectual Property Institute, which was held in Cancun, Mexico, November 7-11, 2012. Continuing a longstanding tradition, the Section once again hosted a Judges’ Panel featuring the Hon. Kimberly A. Moore and the Hon. Sharon Prost of the United States Court of Appeals for the Federal Circuit.

The Institute is an annual continuing legal education (CLE) event offered by the Intellectual Property (IP) Section of the State Bar of Georgia to its over 1000 members. The event is co-sponsored by the State Bar of Georgia, the Institute of Continuing Legal Education, and the state bars of Florida, Tennessee, and New York. The event is held at a fabulous tropical location each November and attracts elite speakers from the federal bench and academia in addition to some of the most accomplished attorneys in the country. The Institute provides sponsors a unique marketing opportunity in a relaxed but captive environment comprising a high concentration of hundreds of senior level attorneys from law firms and corporate legal departments.

CLE EVENTS:

Event 1: THE ETHICAL ATTORNEY

Moderator: Hon. Carol W. Hunstein, Chief Justice, Supreme Court of Georgia Panelists: Hon. J. Stephen Schuster, Judge, Superior Court, Cobb Circuit Gene Chapman, Cohen, Cooper, Estep & Allen, LLC Jeffrey Kravitz, Fox Rothschild LLP Ken Abdo, Lommen, Abdo, Cole, King & Stageberg P.A.

Event 2: FINANCING ENTERTAINMENT AND IP PROJECTS

Speaker: David Innes, Entertainment Division, CNB,

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Event 3: SOCIAL MEDIA AND ITS INTERPLAY WITH PERSONAL AND IP RIGHTS

Moderator: Margaret Marshall, Greenberg Traurig LLP Panelists: E. Alan Arnold, Assistant General Counsel, Delta Air Lines, Inc. Daliah Saper, Saper Law Offices, LLC Stephen G. Weizenecker; Lewis Brisbois Bisgaard & Smith LLP Elizabeth Wheeler, The Moore Law Firm

Event 4: RELATIONSHIPS IN TRANSITION: ARTISTS V. LABELS Moderator: Michael Olsen, President, Entertainment One,

Panelists: Orville Almon, Almon Law, PLLC Michael Koch, CEO, Entertainment One Henry W. Root, Lapidus, Root & Sacharow, LLP Don Perry, Greenberg Traurig LLP Angela N. Martinez, Vice President, Business Affairs, EMI Music

Event 5: PATENT DESIGN PATENTS REVISITED— CRAFTING, PROSECUTING AND LITIGATING DESIGN PATENTS AFTER EGYPTIAN GODDESS

Speaker: Art Gardner, Gardner Groff Greenwald & Villenueva PC

Event 6: LAWYERS IN THE MEDIA— SAVING FACE Moderator: Darryl B. Cohen, Cohen, Cooper, Estep & Allen, LLC Panelists: Rebecca Crumrine, Hedgepeth, Heredia, Crumrine & Morrison, LLC Michael Grieco, The Grieco Law Center Randall M. Kessler, Kessler & Solomiany Van Pearlberg, Deputy Chief, Assistant District Attorney, Cobb County, GA

Event 6: MERGENT LEGAL ISSUES IN LITERARY PUBLISHING Moderator: Lisa Moore, The Moore Law Firm Panelists: Carolyn Herman, Law Office of Carolyn Herman; Assoc. Professor, Florida Coastal School of Law

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Sue B. Kalman, Director of Business & Legal Affairs, The FJH Music Company Inc. Thomas Leavens, Leavens, Strand & Glover, LLC Robert Stein, Pryor, Cashman, Sherman & Flynn

Event 7: CONTENT/IP LICENSING TO DIGITAL VENTURES Moderator: Scott L. Keniley, Educational Chair, Keniley Kumar, LLC Panelists: Brannon Anthony, Assistant General Counsel, Turner Broadcasting Inc. Doug Colton, Colton Entertainment Jason Pascal, Vice President of Licensing & Associate General Counsel / Assistant Corporate Secretary, The Orchard Enterprises, Inc. Griff Morris, Chief Content Officer, North America, X5 MUSIC GROUP Gabe Fleet, Greenberg Traurig LLP

Event 8: GLOBAL MUSIC DEVELOPMENTS: PIRACY, DATA, AND DEALS Moderator: Jay Rosenthal, Senior Vice President and General Counsel, National Music Publishers’ Association Tahir Basheer, Sheridans Luis C. Schmidt, Olivares & Cía. Claudia Ho, Sichuan, Tian, Run, Hua and Bang Law Firm

Event 9: PATENT DISPUTE RESOLUTION (LITIGATION AND ACTIONS IN THE USPTO) AFTER THE AMERICA INVENTS ACT Moderator: John Harbin, King and Spalding Panelists: Jack Todd, Todd Partners, PC George Medlock, Alston & Bird LLP Chad Pannell, Kilpatrick Townsend

Event 10: NEWER ATTORNEYS’ ROUND TABLE (OPEN FORUM) Facilitators: Brenton E. Hund, Counsel, Turner Broadcasting System, Inc. Vinny Kumar, Keniley Kumar, LLC Johnna A. Lee, Cohen, Cooper, Estep & Allen, LLC

Event 11: TRADEMARK CASE LAW UPDATE

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Moderator: Mark D. Passler, Akerman Senterfitt Panelists: Gregory L. Curtner, Miller, Canfield, Paddock and Stone Auma N. Reggy, Arnall, Golden Gregory LLP John Hudson, Senior Manager- Intellectual Property, Deloitte Financial Advisory Services LLP

Event 12: ENTERTAINMENT LAW 2012 AND BEYOND Speaker: Joel Katz, Greenberg Traurig LLP

Event 13: ADVANCED INDIE DEAL & REVENUE OPPORTUNITIES Moderator: Peter Strand, Leavens, Strand & Glover, LLC Speakers: Joe Arrington II, J. Arrington, II LLC Alan Clarke, The Entertainment Law Group/Alan S. Clarke & Associates Alan Jacobi, Pyramid Records Chip Petree, GM Copyright Exchange & Petree Law Cassandra Willard, Franklin & Willard

Event 14: FINANCIAL STRUCTURING, DISTRIBUTION AND ECONOMIC REALITIES AND TRENDS IN THE FILM BIZ Moderator: Kirk T. Schroder, Schroder Fidlow PLC Speakers: Peter J Dekom, Of Counsel, Weissmann, Wolff, Bergman, Coleman, Grodin and Evall Lawrence Haber, Attorney at Law Richard Rappaport, Attorney at Law Justin B. Wineburgh, Cozen O’Connor

Event 15: PATENT PROSECUTION AFTER THE AMERICA INVENTS ACT Moderator: Rich Miller, Ballard Spahr Panelists: Dan Santos, Smith Risley Tempel Santos LLC Brent Bellows, Knowles Intellectual Property Strategies Griff Griffin, Sutherland Jennifer Medlin, Parks IP Law

Event 16: CELEBRITY REPRESENTATION ISSUES: KEEP IT QUIET Moderator: Suzette Toledano, Toledano Entertainment and Arts Law Speakers: Lawrence Cooper, Cohen, Cooper, Estep & Allen, LLC

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Richard Nolen, Boyd Collar Nolen & Tuggle, LLC Joseph A. Rosen, Joseph H. Rosen, Attorney at Law, PC Howard Wiener, Howard J. Wiener & Associates, P.L.

Event 17: MODERN PRODUCER DEALS, NEGOTIATION TACTICS AND OPPORTUNITIES Moderator: Ivan J. Parron, Parron Law Speakers: Robert J. Finan, III, Greenberg Traurig LLP Vinny Kumar, Keniley Kumar, LLC Noah McPike, Almon Law, PLLC Loren S. Wells, Attorney at Law

Event 18: THE INTERPLAY BETWEEN A TRADE SECRETS CASE AND E-DISCOVERY Moderator: Marguerite E. Patrick, Morris, Manning & Martin, LLP Lawrence H. Kunin, Morris, Manning & Martin, LLP Serge Jorgenson, CTO, Sylint Group Chrissie Scelsi, Assistant Legal Counsel, Bohemia Interactive Simulations, Inc.

Event 19: THE NEW CHINA—DEVELOPING BUSINESS OPPORTUNITIES FOR US ENTERTAINMENT AND IP LAWYERS IN CHINA Moderator: Jim Zumwalt, Shackelford, Zumwalt & Hayes Speakers: Zhan Jiong, Executive Director Sichuan, Tian, Run, Hua and Bang Law Firm Claudia Ho, Sichuan, Tian, Run, Hua and Bang Law Firm Xia Yangtian, Sichuan, Tian, Run, Hua and Bang Law Firm Long Juan, Sichuan, Tian, Run, Hua and Bang Law Firm

Event 20: E-COMMERCE/CONSUMER DATA AND PRIVACY RIGHTS Moderator: Scott Allen, Morris, Manning & Martin, LLP Patricia Carlson, Akerman Senterfitt Keith Lipscomb, Lipscomb, Eisenberg, & Baker Hillel I. Parness, Robins, Kaplan, Miller & Ciresi L.L.P. David Teske, Alston & Bird LLP

Event 21: COPYRIGHT/ENTERTAINMENT CASE LAW UPDATE Moderator: Steve Eisenberg, Lipscomb, Eisenberg & Baker, PL

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Brenton E. Hund, Counsel Turner Broadcasting System Julia D. Greer, Coblentz, Patch, Duffy & Bass LLP Jennifer Jenkins, Professor, Duke University School of Law

Event 22: BMI AND THE PERFORMING RIGHTS’ NEW FRONTIER 2012 Speaker: Charlie F. Feldman, VP, Writer- Publisher Relations, BMI

Event 23: TELEVISION OBSESSION AND THE LAW Moderator: Kimberly D. Kolback, Law Offices of Kimberly D. Kolback Barry Chase, Law Offices of Barry Oliver Chase, PA Bernard Gugar, EVP and General Counsel, Harpo Sira Veciana-Muiño, Executive Director, Business Affairs, Sony Pictures Television Networks, Latin America and Brazil Ana Salas Siegel, Senior Vice President and General Counsel, Business & Legal Affairs for Fox Latin American Channels as well as Senior Vice President for Fox International Channels (UK) Richard I. Siegmeister, Senior Counsel / Music Attorney, Nickelodeon Networks

Event 24: DISASTER PLANNING & WAR STORIES—TALES FROM THE TRENCHES: HOW TO DEAL WITH UNEXPECTED CLIENT CRISES IN YOUR ENTERTAINMENT PRACTICE Moderator: Henry W. Root, Lapidus, Root & Sacharow, LLP Speakers: Darryl B. Cohen, Cohen, Cooper, Estep & Allen, LLC Steven Cron, Cron, Israel and Stark Edwin F. McPherson, McPherson Rane LLP Jim Zumwalt, Shackelford, Zumwalt & Hayes, Nashville

Event 25: INDIRECT AND JOINT PATENT INFRINGEMENT Moderator: Brad Groff, Gardner Groff Greenwald & Villenueva PC Geoffrey K. Gavin, Kilpatrick Townsend Mike Morin, Finnegan Henderson Farabow Garrett and Dunner LLP Don Fancher, Principal and National IP Practice Leader Timothy R. Holbrook, Emory University

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Event 26: ENTERTAINMENT WARS IN THE COURTS Moderator: Richard C. Wolfe, Wolfe Law Miami, PA Speakers: John Bradley, The Bradley Legal Group, P.A Brian Caplan, Caplan & Ross Paul V. LiCalsi, Mitchel, Silberberg & Knupp LLP Timothy L. Warnock, Riley Warnock & Jacobson, PLC Karl M. Braun, Hall, Booth, Smith & Slover, P.C.

Event 27: BOUNTY HUNTING AND OTHER INTENTIONAL TORTS IN SPORTS Moderator: Sylvia A. Krainin, Quintairos, Prieto, Wood & Boyer, P.A. Gregory Bloom, Law Offices of Barry Oliver Chase, PA Alan K. Fertel, Boyd & Jenerette Timothy J. McIlwain, McIlwain & Mullen Law Firm Chad Warpula, K&L Gates LLP

Event 28: CAFC JUDGES’ PANEL Moderator: Virginia Carron, Finnegan Henderson Farabow Garrett and Dunner LLP Panelists: Hon. Kimberly A. Moore, Judge, Court of Appeals for the Federal Circuit Hon. Sharon Prost, Judge, Court of Appeals for the Federal Circuit Kara Stoll, Finnegan Henderson Farabow Garrett and Dunner LLP Lawrence K. Nodine, Ballard Spahr

Event 29: PROTECTING BRANDS/IP ON THE INTERNET Moderator: Jennifer Rabin, Akerman Senterfitt Panelists: Stephen M. Gaffigan, Stephen M. Gaffigan, P.A. Gustavo Lopez, Vice President Legal and Regional Counsel, Discovery Channel, Latin America/ US Hispanic Ernesto Luciano, General Counsel, Yahoo! Hispanic Americas Bradley T. Zimmer, General Counsel, Remark Media, Inc.

CLE Hours: 12 Hours, including 1 Ethics hour, 1 Professionalism hour, and 3 Trial Practice hours

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Recap: Next, the 24th Annual North American Entertainment, Sports, and Intellectual Property Law Conference is now in the books. The event was held at the Ritz-Carlton in Cancun, Mexico. This is the 12th year that the Section has participated in the event. This year, the Section was responsible for five patent panels, one of which featured Judges Moore and Prost from the Federal Circuit. A very special thanks goes out to the Section’s sponsors who made our participation in the event possible. These include Finnegan, Ballard Spahr, Kilpatrick Townsend, CPI Global, Alston & Bird, Gardner Groff, and King & Spalding. Thank you all for supporting the Section.

The patent panels were fantastic. I was more than impressed with the knowledge and preparation of the Section’s panelists. Art Gardner held a panel on design patents. Rich Miller moderated a panel on patent prosecution after the AIA, while John Harbin led a panel on patent litigation after the AIA. Brad Groff led a panel on indirect and joint infringement. Virginia Carron moderated the judges’ panel before a packed audience. From my perspective, one large part of the educational component came from caucusing with other attendees after the formal panels were over. The conference exceeded my goals of delivering a world class patent education curriculum and maintaining the Section’s collegial relationship with the Federal Circuit. As noted earlier, no dues were spent on the conference this year thanks to our sponsors.

Litigation Committee Event Chair: David Lilenfeld

Presumption of Irreparable Harm in Requests for Injunctions Following eBay

Description: The Supreme Court, in its 2006 decision in eBay Inc. v. MercExchange, L.L.C. (547 U.S. 388), rejected the general rule favoring the granting of permanent injunctions against patent infringement, instead holding that the traditional

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four-factor analysis for permanent injunctive relief applied in patent infringement cases.

The Litigation Committee hosted an event on November 28th featuring a panel discussion examining the after- effects of the eBay decision. T

he panel, moderated by Committee Chair David M. Lilenfeld, will feature;.

Panelists: Ronald T. Coleman Jr., Parker Hudson Rainer & Dobbs

Ann G. Fort, Sutherland, Asbill, Brennan

Frank G. Smith III, Alston & Bird

Moderator: David Lilenfeld, Lilenfeld PC

CLE: One hour, self study

Recap: The Litigation Committee hosted its first of two events of the Bar Year on November 28 at State Bar headquarters. The event, titled IP - Presumption of Irreparable Harm in Requests for Injunctions After eBay, was a success with 45 paid attendees and a lively conversation between the three panelists and the attendees. We thank the panelists for their participation and for making the event a great success.

Industry Outreach Committee Event Chair: Jim Johnson

IP Basics Slide Presentation

Description: The newly formed Industry Outreach Committee completed a slide presentation for use in its outreach efforts. The slide presentation, which corresponds to a 90-minute presentation, covers the basics of patents, copyrights, and trademarks, using simple, tangible, real world examples. One example walks through the many different forms of intellectual property represented by a bottle of Coca-Cola.

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DECEMBER -

Trademark Committee Event Chair: Ryan Holte

Trademark Office Operations

Description: The Trademark Committee an event on December 5, 2012. The speaker was Mary Denison, U.S. Patent and Trademark Office Deputy Commissioner for Trademark Operations. Topics covered included Trademark Office statistics for the year, new post-registration procedures, fees, an upcoming revision of the TMEP, transitioning to an electronic Official Gazette, as well as other information relating to Trademark Office operations.

Speaker: Mary Denison, US Patent and Trademark Office

CLE: 1 hour, self study

Recap: The trademark committee had an event on Wednesday, December 5th, when Mary Denison, the Patent and Trademark Office Deputy Commissioner for Trademark Operations, was in Atlanta for a lunch talk at the Georgia Bar Conference Center.

Topics covered include Trademark Office statistics for the year, new post-registration procedures, fees, an upcoming revision of the TMEP, transitioning to an electronic Official Gazette, as well as other information relating to Trademark Office operations.

Denison was appointed to her position in June 2011. She oversees the examination and processing of trademark applications. Her office includes the Office of Intent-to- Use, Office of Pre-Examination, Office of Trademark Publication, Trademark Law Offices, and Trademark Services.

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Prior to joining the Trademark Office, She was a founding partner of Manelli Denison & Selter PLLC in Washington, D.C., where her practice focused on trademark prosecution and litigation. She has been an active member of the International Trademark Association (INTA) for many years, having served as a member of its Board of Directors for three years, vice chair and chair of its Treaty Analysis Committee, and most recently chair of the PTO subcommittee charged with representing the international trademark bar before the PTO. The U.S. Secretary of Commerce appointed Denison to a three-year term as a voting member of the Trademark Public Advisory Committee (TPAC) in October 2008. She is a graduate of Duke University and the University of North Carolina School of Law.

The event was recorded and should be posted soon to the website.

Social Committee Event Chair: Suzanne Werner

IP Section Holiday Party

Description: The Social Committee hosted the Section Holiday Party at Galleria Alcove of the Woodruff Arts Center. Members of the Atlanta Bar Intellectual Property Section and the Intellectual Property Section of the Young Lawyers Division were invited to attend as well. Wile there was no charge for the event, attendees were encouraged to bring a $5 donation or canned goods to donate to the Atlanta Community Food Bank.

Recap: The Holiday party was on December 5, 2012. Members from invited groups gathered in the North Alcove balcony area of the Woodruff Arts Center for food, drinks, and mingling. The party was one of the largest holiday parties ever with almost 100 people in attendance. We raised $246.00 and collected 68 lbs. of canned goods for the

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Atlanta Community Food Bank. Thank you to everyone who attended and donated!

Philanthropy Committee Event Chair: Chris Curfman

Georgia Lawyers for the Arts Annual Gala

Description: On December 13, the Georgia Lawyers for the Arts hosted its annual gala and silent auction. This annual fundraiser empowers the organization to continue to provide legal assistance and educational programming to artists and arts organizations in Georgia.

There was a need for volunteers to help make this event a success. The Philanthropy Committee therefore attended and helped with morning set up, evening clean up, etc.

JANUARY –

Special Events Committee Chair: Rivka Monheit

State Bar of Georgia Mid-Year Meeting: How to Litigate a Patent Case

Description: The Special Events Committee of the Intellectual Property Section hosted an event at the State Bar of Georgia’s Mid- Year meeting at the St. Regis in Atlanta. Patrick L. Coyne of Finnegan, Henderson, Farabow, Garrett & Dunner, LLP, Washington, D.C. presented “How to Litigate a Patent Infringement Case.” The class was ideal for both trial attorneys with a general civil litigation background and patent attorneys. It was also useful for corporate attorneys and those with an interest in learning more about patent litigation.

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This course provided a practical introduction to patent infringement litigation-from pre-filing investigation through appeal-identifying themes to help breathe life into your trial strategy. Practice tips include the following:

Pre-filing investigation Jurisdiction and pleading, particularly in light of recent developments venue (Volkswagen) Pleading requirements (Twombly and Iqbal), and joinder (AIA) Joinder of parties and claims Scheduling and case management Preliminary motions practice Discovery, including e-discovery Working with experts Damages (in light of the Lucent decisions) Markman (claim construction) motions Summary judgment Pretrial and trial, including evidence, witnesses, demonstrative exhibits, and other graphics tools Post-trial motions Appeals The program discussed claim construction, direct and indirect infringement, equivalents, validity, enforceability, counterclaims, remedies, and settlement and negotiation strategies. The interplay between civil trial strategy and the many new procedures available under the America Invents Act (Pre-Issuance Submission, Post-Grant Review, Covered Business Method Patent Review, Inter Partes Review and Supplemental Examination) to challenge the validity of patents was also discussed.

Speaker: Patrick Coyne, Finnegan, Henderson, Farabow, Garrett & Dunner, LLP

Patrick Coyne is a trial and appellate attorney. His litigation experience includes patent, trademark, copyright, and trade secret claims; related antitrust and unfair competition issues; and general commercial litigation, products liability, and domestic and international arbitration. He also assists clients with strategic portfolio development and management.

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Coyne has argued over 90 cases in state and federal trial and appellate courts, including the U.S. Supreme Court, and represented clients before the U.S. International Trade Commission; and the U.S. Patent and Trademark Office's Board of Patent Appeals and Interferences and Trademark Trial and Appeal Board. He served as a law clerk and technical advisor to Circuit Judge Edward S. Smith of the U.S. Court of Appeals for the Federal Circuit.

Moderator: Rivka Monheit, Pabst Patent Group LLP

CLE: 3 live hours

Recap: There was a standing room only crowd, as additional chairs had to be brought into the room. Despite the additional chairs, there were still some in the audience standing. This is a testament to the quality of the event.

From Seminar Survey provided by ICLE:

- Mr. Coyne is an excellent speaker. - I would attend any presentation by him. - Great materials, nice to hear from a practitioner with an abundance of practical experience and outside of our Bar. - Speaker was excellent (2 similar comments).

Executive Committee Event (Sponsored by the AIPLA)

Participated in Roundtable of Regional and Local Intellectual Property Associations hosted by the AIPLA

Description: The AIPLA IP Law Associations Committee’s charge is to work with the regional and local IP associations across the United States to increase our mutual cooperation and communication. To that end, the Committee sponsored a series of roundtable web/telephone conferences across the country.

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The Intellectual Property Section was invited to join a roundtable discussion with the leaders from other IP associations in Florida, Georgia, Alabama, Tennessee, the District of Columbia, North Carolina, South Carolina, Virginia, West Virginia, and Maryland. The goal was to provide a forum to share and exchange information on a number of topics. A secondary goal was that the roundtable would lead to a continuing discussion on these and other topics of interest.

The following topics were covered in a discussion and idea sharing format:

1) Public Education on Intellectual Property Issues 2) Membership Benefits and Costs in Intellectual Property Related Professional Associations and Organizations 3) AIPLA’s Amicus Notification Network – What it is, what it does, and how to join 4) The America Invents Act (AIA) – what AIPLA and other intellectual property law organizations are doing to learn and understand the Act and what resources are available relating to the Act.

FEBRUARY -

Chair’s Event Chair: Philip Burrus

Design Patents After Egyptian Goddess and Apple v. Samsung

Description: The Chair of the Intellectual Property Section hosted a lunch event on design patents, held February 5, 2013, at the State Bar of Georgia.

Prior to Egyptian Goddess, the cards were stacked against the owners of design patents. The CAFC's en banc decision in that case has evened things up quite a bit, improving success rates in litigation by about half. As a result, design patents are hotter than ever. See, Apple v.

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Samsung ($1.05B judgment). The presentation covered design patent law prior to and after Egyptian Goddess and concluded with an engaging visual review of numerous recent design patent infringement decisions, allowing the audience to see if they agreed with various court rulings. The presentation will covered changes in the law, the impact such has had on court cases, how to maximize design protection, and the importance of a strong design patent portfolio.

Speaker: Arthur A. Gardner, shareholder and founder of the IP boutique firm of Gardner Groff Greenwald & Villanueva, PC

Mr. Gardner is a frequent speaker on various IP topics and is an outstanding presenter. An IP lawyer since 1988, over the years Mr. Gardner has devoted about half of his efforts to IP litigation (including litigating design patents, utility patents, and appellate work) and about half to patent and trademark prosecution.

CLE: One live hour

Recap: The IP Section held a lunch event on design patents at noon on February 6, 2013, at the State Bar of Georgia. Art Gardner presented to an audience of nearly 50 attendees. Mr. Gardner discussed strategies for “designing your design patents.” Mr. Gardner also discussed recent changes to the law concerning design patents and gave several examples of how design patents had been construed in litigation. There was a lively question and answer session at the end of the presentation in response to a “practitioner’s quiz” that tested the audience’s mettle in determining design patent infringement.

Mr. Gardner’s presentation covered design patent law prior to and after Egyptian Goddess. The practitioner’s quiz was an entertaining and engaging visual review of numerous recent design patent infringement decisions. It asked the audience to determine infringement and to compare those conclusions with various court rulings. The presentation also covered changes in the law, the impact that those changes have had on court cases, how to maximize design

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protection, and the importance of a strong design patent portfolio.

In-House Committee Event Chair: Matt Smith

First-Inventor-To-File Under the AIA: Rules, Implications, and Strategies Every IP Attorney Should Know

Description: On February 27th, at the GA Bar Headquarters, the In- House Committee of the Intellectual Property Law Section presented a panel discussion titled “First-Inventor-To-File Under the AIA: Rules, Implications, and Strategies Every IP Attorney Should Know,” focused on the First to File provisions of the American Invents Act- which went into effect in March of 2013. This event was packed full of critical information for both in-house attorneys and firm IP attorneys. The discussion will be led by Brent R. Bellows of Knowles Intellectual Property Strategies and Richard Miller of Ballard Spahr LLP. Both Brent and Rich have led similar discussions at various national and international CLE events.

Speaker: Rich Miller, Ballard Spahr

Brent Bellows, Knowles Intellectual Property Solutions

CLE: One live hour

Recap: On February 27, 2013, the In-House Committee held a lunchtime event at the State Bar of Georgia on the new USPTO rules being implemented under the first- inventor- to-file regime. Rich Miller of Ballard Spahr and Brent R. Bellows of Knowles Intellectual Property Strategies walked through different traps and pitfalls that may not immediately be apparent to practitioners. Matt Smith, chair of the In-House Committee, hosted the event.

The talk began with a very brief overview discussion of the rule changes being implemented under the America Invents

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Act. Rich and Brent then conducted the discussion in the form of a game show with multiple-choice answers that required the audience to consider various different options for dealing with a particular scenario. The two then opined on their suggested best practices, as well as alternatives for variations on each scenario.

One issue of particular interest to the audience was the use of public disclosures as a shield against later filed prior art. Miller and Bellows walked through a scenario in which an inventor publicly disclosed three species. A later filed patent application disclosed four species and the overarching genus. As explained by Bellows, the prior public disclosure would serve as a shield against the subsequent filing for the three species and the genus. However, the fourth species would still be prior art. Had the person making the public disclosure simply filed a “cover sheet provisional,” the fourth species would no longer be prior art. The consensus view was that filing provisional applications “early and often” is a best practice.

The event set a record for In-House lunch and learns. Nearly 90 people attended the discussion. Slides and a video stream of the event can be seen at www.georgiaip.org/news.

MARCH -

Chair’s Event Chair: Philip Burrus

Inaugural Georgia Intellectual Property Summit Dinner Gala Honoring Members of the Judiciary

Description: The Inaugural Georgia Intellectual Property Summit Dinner Gala Honoring Members of the Judiciary was held March 1, 2013, at the High Museum of Art. The Section hosted this must-attend event in conjunction with the Intellectual Property Section of the Atlanta Bar Association and the

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Atlanta Intellectual Property Inn of Court. The gala marked the first time ever that the three major intellectual property organizations in Georgia have come together to collaborate on a joint event. The gala honored members of the federal bench, including members of the United States Court of Appeals for the Federal Circuit, the Court of Appeals for the 11th Circuit, and the United States District Courts of Georgia. This exciting event offered a great opportunity to treat colleagues and clients to an entertaining evening set against the backdrop of world-class art in Atlanta’s High Museum.

The evening began with a Judges’ Panel in the Hill Auditorium. Our Section’s Judges’ Panel has perennially been a favorite event at our annual offshore institute. This gala provides the opportunity to bring a panel to Atlanta for the benefit of those members who are not able to attend the offshore event. The Judges’ Panel will feature mock oral arguments on intellectual property issues before members of the federal bench.

A cocktail reception with hand- passed hors d’oeuvres followed the Judges’ Panel. The High Museum graciously offered to keep their premiere exhibit, Diego and Frida, open for self-guided tours as well. Members of the High Museum staff were stationed throughout the exhibit to answer questions about featured artworks.

A gourmet seated dinner and dessert, catered by Legendary Partners of Atlanta, was then be held in the Robinson Atrium.

After dinner, guests were entertained by the Grammy- nominated artist, Julian Lage, and his trio.

Master of Ceremonies: Philip H. Burrus, IV, Chair, Intellectual Property Section, State Bar of Georgia, Burrus Intellectual Property Law Group LLC

Speakers: Virginia Carron, Finnegan, Henderson, Farabow, Garrett & Dunner, LLP

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Mike Morin, Finnegan, Henderson, Farabow, Garrett & Dunner, LLP

Adam Conrad, King & Spalding

Hon. Raymond C. Clevenger III, U.S. Court of Appeals for the Federal Circuit

Hon. Sharon Prost, U.S. Court of Appeals for the Federal Circuit

Hon. Stanley F. Birch Jr. (Ret.) U.S. Circuit Judge on the Eleventh Circuit Court of Appeals

CLE: 1.5 live hours

Recap: (Courtesy Derrick Stanley, as written in The Georgia Bar Journal): Intellectual Property Law Section Hosts Gala Honoring Federal Judges

On March 2, the intellectual Property Law Section held the Inaugural Georgia Intellectual Property Summit Dinner Gala Honoring Members of the Judiciary following a Judges’ Panel Discussion CLE program that was co- sponsored with ICLE. Both events were held at the High Museum of Art.

The afternoon started with the mock trial argument Wart- Hog Wands, Inc. v. T. Fiddle, Inc., Case No. 11-11315, Appeal from the District of Little Whinging, 15th Circuit. The panel included: moderator – Virginia Carron, Finnegan, Henderson, Farabow, Garrett & Dunner, LLP; Arguing on behalf of the Appellant – Mike Morin, Finnegan, Henderson, Farabow, Garrett & Dunner, LLP; Arguing on behalf of Appellee – Adam Conrad, King & Spalding; Hon. Raymond C. Clevenger III, U.S. Court of Appeals for the Federal Circuit, presiding; Hon. Sharon Prost, U.S. Court of Appeals for the Federal Circuit, presiding; and Hon. Stanley F. Birch Jr. (Ret.) U.S. Circuit Judge on the Eleventh Circuit Court of Appeals, presiding.

The case presented involved an appeal to the U.S. Court of Appeals for the Federal Circuit from the District of Little Whinging. The case presented two primary issues: (1)

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declaratory judgment jurisdiction (2) induced infringement. The appeal arises from a declaratory judgment suit filed by T. Fiddle, Inc. (“Fiddle”) against WartHog Wands, Inc. (“Wands”).

Fiddle sought declaratory judgment that it does not infringe claim 1 of U.S Patent No. 9,876,543 (“the 543 patent”). After conducting limited discovery on the declaratory judgment issue, Wands filed a motion to dismiss the declaratory judgment complaint. This motion to dismiss was denied. Wands then filed a cross complaint/counterclaim alleging that Fiddle was liable for induced infringement of the 543 patent. After further discovery, the Court granted summary judgment in favor of Fiddle on the induced infringement issue. Since Fiddle had not challenged the invalidity of the ‘543 patent, and because the parties stipulated that Fiddle does not directly infringe the ‘543 patent, the case was ripe for appeal. Wands appeals the District Court’s order denying its motion to dismiss Fiddle’s declaratory judgment action, and appeals the District Court’s order granting Fiddle’s summary judgment motion on the issue of induced infringement.

The panel was a huge success and ended in time for a cocktail reception where attendees could mingle and discuss the outcome. There was also an opportunity to enjoy a private viewing of “Frida & Diego: Passion, Politics, and Painting.” This major exhibition of work by Frida Kahlo and Diego Rivera, features some of the best examples of art from two central figures of Mexican modernism.

After the cocktail reception and gallery tour, a seated dinner was served and each federal judge in attendance was acknowledged and thanked for making this Gala possible through their participation. As dinner wound down, the crowd was entertained by the Julian Lage Trio, consisting of Grammy Nominated virtuoso guitarist Julian Lage, percussionist Tupac Mantilla and bassist Jorge Roeder.

With over 190 in attendance, the evening was a success. This Gala is just one example of how sections give back to their members by producing quality programming that

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includes networking with peers, judges, students and celebrities.

Mentoring Committee Event (Co-sponsored by Emory University School of Law) Chair: Joe Staley

IP Symposium with Mentoring Forum

Description: The Mentoring Committee held a mentoring event at Emory on March 28th. It began at 5:30 with a light reception. At 6:00, the event provided a CLE discussion on Social Media and Technology. At 7:00 the event included a mentoring forum. Different tables were set up for different practice areas. The reception continued during the mentoring hour.

Speakers: Deborah Gonzales, The Law Offices of Deborah Gonzales LLC

Mari L. Myer, The Myer Law Firm

Valerie Warner Donle, MallChimp

Moderator: Rich Miller, Ballard Spahr

CLE: One ethics hour

Recap: The March 28th Mentoring Event at Emory was a huge success. Thank you to all that participated. We ended up having nearly 60 people attend the CLE and networking event and had students from Emory, Georgia State, and John Marshall. Still waiting on a final tally of food/drink costs but I think the IP Section’s share will be less than $500 (if any). We are planning our next event for May and would like to team up with the YLD Section in a joint effort. I got a lot of feedback that students would like to meet at a law firm or restaurant next time – so we will begin investigating some options very shortly. Please contact me if you have any ideas on potential locations.

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Industry Outreach Committee Event Chair: Jim Johnson

TOP TEN THINGS SMALL BUSINESS PEOPLE SHOULD KNOW ABOUT INTELLECTUAL PROPERTY

Description: The Industry Outreach Committee completed an outreach article that included a “top 10” list of issues business people should know about intellectual property. The list, intended for publication in newsprint and periodicals, is currently published at the Section’s website, www.georgiaip.org.

Executive Committee Event (Co-sponsored with the Entertainment Section of the State Bar of Georgia)

Entertainment Law Institute

Description: The Entertainment Law Institute is held annually at Emory University School of Law. The event is co-sponsored by The Entertainment & Sports Law Section, State Bar of Georgia; The Intellectual Property Section, State Bar of Georgia; Georgia Lawyers for the Arts; and Emory School of Law. It is a great, daylong event which promises both amazing networking opportunities as well as a great learning experience.

CLE EVENTS:

Event 1: VISUAL ARTS AND THE LAW Moderator: Lisa Moore, The Moore Firm LLC

Event 2: ART, DIPLOMACY, AND THE INTERNATIONAL EXCHANGE OF CULTURE AND CREATIVIT

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Speaker: Katy Malone, Director, Exhibits & Artists Services, South Arts

Event 3: CREATIVE ECONOMIES OF THE SOUTH Speaker: Allen Bell, Director, Arts Education & Research, South Arts

Event 3: KEYNOTE CONVERSATION—“WHAT THE FITURE HOLDS FOR THE LAW AND COMMERCE OF ENTERTAINMENT AND THE ARTS IN THE STATE OF GEORGIA” Moderator: Bertis E. Downs, IV, JD, Professor, University of Georgia Panelists: Scott D. Sanders, Scott D. Sanders, P.C. Michael Landau, Professor, Georgia State University College of Law

Event 4: CELEBRITIES, CHARITABLE GIVING, AND THE LAW Moderator: Latresa McLawhorn Ryan, The McLawhorn Firm Panelists: Evan Pearson, CFRE, Lexon Pathways

Event 5: MUSIC AND EDUCATION AS A CHARITABLE PURPOSE Speaker: Aisha Bowden, Acting Executive Director, Atlanta Music Project

Event 6: THE ANATOMY OF A TOURING FILM FESTIVAL Speaker: Teresa Hollingsworth, Senior Director, Film/Media, Visual & Traditional Arts, South Arts

Event 7: “THIS FILM WAS MADE FOR SHOWING” —THE LAW AND DEAL CYCLE OF INDEPENDENT FILMS ON THE FILM FESTIVAL CIRCUIT Moderator: Stephen G. Weizenecker, Lewis Brisbois Bisgaard & Smith LLP Panelists: Michell L. Davis, Michell L. Davis, LLC

CLE Hours: 6 Hours, including 1 Ethics hour, 1 Trial Practice hour

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APRIL -

Philanthropy Committee Event Chair: Chris Curfman

ATLANTA COMMUNITY FOODBANK

Description: The Philanthropy Committee hosted its next event at the Atlanta Community Food Bank on Saturday, April 6, 2013. The Committee volunteered at their Product Rescue Center (PRC). The PRC provides quality grocery items including non-perishable goods such as canned and packaged products as well as perishable goods such as frozen/refrigerated items and also health and beauty items to over 600 non-profit partner agencies in metro Atlanta and the North Georgia area. These partner agencies, in turn, distribute these products to individuals and families in need. Volunteers make this possible by sorting, inspecting and packing donated items for these groups. The PRC is a fun, hands-on project, but please note that volunteers must be able to lift 5-40lbs and stand for prolonged periods of time.

Recap: IP Section Members Ben Saidman of Finnegan, Henderson, Farabow, Garrett & Dunner, LLP, and Rhonda Sadler of the City of Atlanta were particularly helpful at the Philanthropy Committee Event on April 6, 2013. It was a great way to start spring by helping out in the local community. We served at the Atlanta Community Food Bank in their Product Rescue Center (PRC). The PRC provides quality grocery items including both non- perishable and perishable goods, and also health and beauty items, to over 600 non-profit partner agencies in metro Atlanta and the North Georgia area. These partner agencies, in turn, distribute these products to individuals and families in need.

We had a great time and made a big impact. Our shift sorted and packaged 7678 lbs. of goods, which translates into 5118 meals! The PRC certainly makes volunteering fun and we will definitely return.

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Copyright Committee Event Chair: Andrew Piquignot

Copyright, the Internet, and the Rule of Law

Description: Critics have described the Internet as a lawless place, the “Wild West,” which needs to be governed by the rule of law. Many of these critics are major copyright interests who argue that the rule of law needs implementation through restrictions in computing technologies and consumer devices. The speaker discussed that argument and then turned his attention to the rule of law as applied to the current copyright law environment. He argued that, while numerous laws have targeted the Internet and consumer devices over the last two decades, the U.S. Government’s copyright law policy itself undermines the rule of law. He discussed how five different aspects of copyright law and policy compare to principles of the rule of law: (1) the treaty and trade agreement process, (2) the legislative process, (3) criminal enforcement, (4) civil enforcement, and (5) “voluntary cooperation” initiatives spearheaded by the U.S. Intellectual Property Enforcement Coordinator.

Speaker: Andrew Bridges, Fenwick & West

CLE: One live hour

Recap: Fantastic discussion with about 40 in attendance.

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Licensing Committee Event Chair: Jonathan Olinger

Beating the World to Better Deals …How better due diligence leads to better licensing deals.

Description: A joint presentation representing Client and Counsel identified the areas where IP research is necessary and desirable in IP licenses. The topics covered included: 1) identifying global technologies to license, 2) identifying potential global licensing partners, 3) Identifying competing technologies, 4) Assessing IP strength and 5) Assessing Third Party risk.

Speakers: Ed Carreras, Woodcock Washburn LLP Barry Brager, Perception Partners

CLE: One live hour

Recap: Fantastic discussion with about 25 in attendance.

Chair Event Chair: Philip Burrus

Endorsing Timothy Holbrook for a Post on the Court of Appeals for the Federal Circuit

Description: I wrote as Chairman of the Intellectual Property Section of the State Bar of Georgia to Mr. Chris Kang in the Office of General Counsel endorsing Mr. Timothy Holbrook to be a member of the US Court of Appeals for the Federal Circuit when the next opening becomes available.

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MAY –

Patent Committee Event Chair: Rich Miller

Updating the Consumer Pamphlet Series for the State Bar of Georgia Concerning Patents, Trademarks, and Copyrights

Description: As noted above, the Patent Committee has rewritten this document and plans to submit it to the State Bar of Georgia prior to the close of the fiscal year.

Executive Committee Event (Co-sponsored with Georgia State University)

9th Annual Hot Topics Luncheon: From Assets to Profits

Description: There has been a recent proliferation of Public IP Companies. Most have been built on patent licensing and monetization activities. Public ownership of IP assets provides several benefits for patent holders. Will companies fulfill their promise to reward inventors? Will they really help inventors? This discussion covers how Public IP Companies affect innovation and investment.

Speaker: Bruce Berman, CEL, Brody Berman Associates, Inc.

Location: Georgia State University Student Center

CLE: One live hour

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Litigation Committee Event Chair: David Lilenfeld

Trademark Infringement on #SocialMedia

Description: The presentation will cover: (a) unique issues brand owners face in connection with social media; (b) social media sites reluctance to get involved in trademark disputes; (c) username squatting, as compared to cybersquatting; (d) trademark enforcement considerations that are unique to social media disputes; (e) use of social media posts/pages as evidence against defendants in infringement suits; (f) third party fair uses, including uses by fans, licensees, critics, unauthorized distributors, resellers, parodists, pranksters, and competitors; and (g) lessons that can be learned from copyright law with respect to contributory trademark infringement. The presentation will include examples of the various topics from the media and from case law. And in connection with the fair use discussion, the presentation will consider any parallels that can be drawn from cases involving domain name disputes from the 90s and 00s.

Speaker: Jimmy Faris, Kilpatrick Townsend & Stockton

CLE: One live hour

JUNE –

Trademark Committee Event Chair: Ryan Holte

Madrid Protocol and Trademarks

Description: On Wednesday, June 12, 2013, the Trademark Committee will host Lynne Beresford, former Commissioner for Trademarks at the U.S. Patent & Trademark Office, to

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speak on the topic “The Madrid Protocol – What Does it Offer?”

As Commissioner for Trademarks from 2005 2010, Ms. Beresford was instrumental in the implementation of the Madrid Protocol in the United States, helping to negotiate the regulations for the Protocol at WIPO. She was also part of the team that automated the filing and examination of international applications. We are pleased to have Ms. Beresford speak to the section with a brief history of the Madrid Protocol, the process from using the Madrid protocol, and the advantages associated with its use.

Speaker: Lynne Beresford, WIPO Consultant

CLE: One live hour

Social Committee Event Chair: Suzanne Werner

Summer Social and Summer Associate Event

Description: The Section’s Summer Social will be held Wednesday, June 5, 2013, 6 to 9 p.m. at the Four Seasons. Join us for food, drinks, and a panel discussion on the IP practice in Atlanta. Members, summer associates, and interns welcome! The Summer Social is sponsored by the IP Section of the Georgia Bar and IP Section of the YLD. The itinerary is as follows:

Food/Drinks – 6-7 p.m. Panel Discussions – 30-45 minutes (Tips for new lawyers) Moderator and two panelists

292 Intellectual Property Section, State Bar of Georgia Annual Report Page 67 of 67

APPENDIX A – NEW NEWSLETTER

293 NEWSLETTER NO. 2, AUGUST 2012 INTELLECTUAL PROPERTY SECTION - STATE BAR OF GEORGIA

CALENDAR

UPCOMING EVENTS August 21: Georgia Bar Conference Center, 12 pm: The Patent Committee will host a panel discussion focusing on the Message from continuing changes in the patent damages landscape. the Chair

September 19: Front Page News, Dear IP Section Members: Midtown, 6-8 pm: Fall Social – Kick-Off Party and I hope all is well and that you are Section Committee Sign-Ups. Free surviving the Georgia summer heat. I also food and drinks! hope you have had an opportunity to hear of some of the many activities the September 19: Georgia Bar Conference Center, 12 pm: Intellectual Property Section has planned The In-House Committee will host a for the 2012-2013 calendar year. Our lunch and learn CLE program. committee chairs are working hard on events for you, our members. If you have September 24: Georgia Tech Library. USPTO America Invents Act not yet heard the buzz of activity, you will Cancun, Mexico, during November 7-11, Roadshow. soon. 2012, continues. As I mentioned last month, my requirement for the Section We are incredibly pleased that participating was twofold: First, that we SAVE THE DATE representatives from the U.S Patent and must be able to continue the Section’s September 29: MedShare, 9 am – 12 Trademark Office have decided to once pm: The Philanthropy Committee again visit Atlanta for a road show on long standing tradition of hosting a will host a volunteer day at Judges’ Panel at the event featuring September 24th. Officials from the Patent MedShare sorting and packaging judges from the Federal Circuit. Second, surplus medical supplies for Office will be hosting a road show at that no dues be used for the conference, distribution around the world. Georgia Tech, which is one of the Patent as only a subset of our membership is and Trademark Resource Centers, in October 17: Georgia Tech: September. Janet Gongola, the Patent able to attend. The fundraising for the The Section will host an IP Bootcamp event this year is under a significantly for new and non-IP attorneys at the Reform Coordinator for the USPTO, will different agreement from past years. This Technology Square Research be joined by Deputy Director Theresa year, the Section is raising funds for its Building. Three hours of CLE. More Stanek Rea, two judges from the Board of information at participation in the event separately from www.georgiaip.org/events/. Patent Appeals and Interferences, and two advisors from the Patent Business Unit. the fund raising efforts of the conference organizers. While this has created some November 7-11: Cancun, Mexico: The Intellectual Property Section is distinct challenges for the Section, due to North American Entertainment working to coordinate a reception during Sports and Intellectual Property the gracious support of several key Conference. their visit. Look for details shortly on this event. sponsors, including Finnegan, Ballard Spahr, Kilpatrick Townsend, CPI Next, work on the North American Global, Alston & Bird, and Gardner Entertainment Sports and Intellectual Groff Greenwald & Villanueva, we Property Conference, which will be held in See Message, page 2

COPYRIGHT 2012 INTELLECTUAL PROPERTY SECTION www.georgiaip.org 294 NEWSLETTER NO. 2, AUGUST 2012 PAGE 2 should be firm is interested in sponsoring this Finally, work is moving forward on Message, from page 1 exciting event, please contact me at the Intellectual Property Mid-Year [email protected]. able to participate in the conference Summit. The event is tentatively without using any dues. I want to scheduled for February 28, 2013. We are Please remember that our Section is personally thank these sponsors for their very close to confirming an event venue only as strong as its members. I support of the Section. in downtown Atlanta. Our efforts will encourage each of you to get involved. then turn to confirming a keynote Our committee chairs would love to work For anyone new to the practice of speaker. We have tentative attendance with you. You will find their contact intellectual property, we will be hosting commitments from multiple Federal information at our website, an Intellectual Property Basics Bootcamp Circuit Judges for that event. Further, we www.georgiaip.org. at Georgia Tech on October 17, 2012. are in discussions with the Atlanta This multi-hour CLE event will cover Sincerely, Intellectual Property Inn of Court and basics of copyrights, trademarks, patents, Philip Burrus, Chairman the Intellectual Property Section of the and other areas of intellectual property. Burrus Intellectual Property Atlanta Bar, and hope to have them Mark your calendar now for this event. Law Group, LLC participate in the event as well. If your

COMMITTEE NEWS

PATENT COMMITTEE Chair, Ryan Holte, at Committee will be providing free food [email protected]. and drinks for all that attend. For more At noon on Tuesday, August 21st at the information or to help plan future events, Georgia Bar Conference Center, the please contact the Social Committee Patent Committee will present a IN-HOUSE COMMITTEE Chair, Suzanne Werner of Alston + Bird discussion of the changing landscape of At noon on Wednesday, September 19th LLP, at 404.881.7000 or patent damages. John Harbin of King & at the Georgia Bar Conference Center, [email protected]. Spalding, LLP will discuss how Federal the In-House Committee will present a Circuit opinions such as Uniloc v. Microsoft panel discussion covering (i) in-house and Lucent v. Gateway affect litigants, and PHILANTHROPY COMMITTEE attorneys’ interaction with outside firms new approaches to damages issues. and (ii) current “hot” topics for the The Philanthropy committee is a Ronen Arad of PricewaterhouseCoopers practicing in-house IP attorney. The new committee for our section. The will present an expert's view of patent panelists will include Atlanta based in- mission of this Committee, as the name damages, including a look at PWC's house intellectual property attorneys. suggests, is to identify opportunities for upcoming study of patent damages and You will receive additional information the section members to show concern for how damage awards are changing. For regarding this CLE opportunity over the the welfare of others. The opportunities more information, please contact Rich next few weeks. For more information, the Philanthropy Committee will identify Miller of Ballard Spahr at 678-420-9340 please contact the In-House Committee will be non-legal and non-monetary. or [email protected]. Chair, Matthew Smith, at 404-538-4075, Thus, the Committee’s mission is distinct

or via email at from identifying pro bono service TRADEMARK COMMITTEE [email protected] or opportunities or organizations to make [email protected]. donations. The Philanthropy Committee The trademark committee has its intends to simply get its hands dirty to first event scheduled for Wednesday, help those in need because it is the right December 5th when Mary Denison, the SOCIAL COMMITTEE thing to do. To this end, the committee Patent and Trademark Office Deputy The Social Committee is hosting has identified our first opportunity. Commissioner for Trademark their first event of this year, the Fall Operations, will be in Atlanta for a lunch On Saturday, September 29th, from 9 Social – Kick-Off Party and Committee talk at the Georgia Bar Conference am-12 pm, the Committee will have a Sign-Ups, on the evening of Wednesday, Center. Any interest or questions should group of up to 30 people volunteering at September 19th at Front Page News, be directed to the Trademark Committee MedShare. MedShare is a nonprofit Midtown from 6 to 8 pm. The Social See Committee, page 3

COPYRIGHT 2012 INTELLECTUAL PROPERTY SECTION www.georgiaip.org 295 NEWSLETTER NO. 2, AUGUST 2012 PAGE 3

Committee, from page 2 intellectual property attorneys in Atlanta. The Committee is looking for a few LEADERSHIP organization with a dual mission to volunteers willing to speak about their deliver surplus medical supplies to career development, finding a mentor, OFFICERS underserved populations around the and/or pitfalls to avoid while practicing Philip H. Burrus, IV - Chair world while lessening the impact of Burrus Intellectual Property Law Group law in these areas. Also, the Committee medical supplies in landfills in the US. Tina McKeon - Chair Elect is looking for one or two individuals to Medshare’s operation depends on McKeon Munier help coordinate its mentorship programs volunteers to get these life-saving supplies Brad Groff - Vice Chair with local law schools. If you are Gardner Groff to people who desperately need them. interested in volunteering and/or George Medlock - Secretary Thus, the Committee will spend its Alston & Bird speaking, or know of someone who would Saturday morning sorting and packaging Lauren Staley - Treasurer be, please contact the Mentoring surplus medical supplies for distribution Focus Brands Committee Chair, Joe Staley, at around the world. Medshare is located at [email protected]. 3240 Clifton Springs Road Decatur, GA COMMITTEE CHAIRS

30034. If you would like to volunteer Rich Miller – Patent please contact the Philanthropy PATENT AGENT’S COMMITTEE Ballard Spahr Committee Chair, Chris Curfman of Ryan Holte – Trademark The Patent Agent’s Committee is Federal Trade Commission McKeon, Meunier, Carlin & Curfman, seeking to get more Patent Agents Andrew Pequinot – Copyright LLC at 404-645-7717 or via email at Kilpatrick Townsend involved with the Section as well as with [email protected]. the IP community. Section Members who David Lilenfeld – Litigation Lilenfeld PC work with Patent Agents at their firms or Jonathan Olinger – Licensing MENTORING COMMITTEE in any other capacity who might have an Kasowitz interest in attending Section events or Matt Smith – In-House The mentoring committee will becoming otherwise involved in Section Comverge, Inc. initiate a lecture series beginning in activities, please contact the Patent Brent Bellows – Newsletter September/October that will cover a Knowles IP Strategies Agent’s Committee Chair, Arvind wide range of topics aimed at mentoring Chris Glass – Website Reddy, at [email protected]. Hope Baldauff Hartman Suzanne Werner – Social Alston Bird EVENTS Chris Curfman – Philanthropy McKeon Munier We have a lot of activities scheduled first event of the year at noon on Tuesday, Jim Johnson – Industry Outreach for this upcoming year. Read below for a August 21st in the Georgia Bar conference Sutherland highlight of past events and an overview center. The panel discussion will focus Joe Staley – Mentoring of what’s to come. on the continuing changes in the patent Kids II damages landscape. Art Gardner – Intl. Institute Gardner Groff RECENT EVENTS September 2012 Rivka Monheit – Special Events Pabst Patent Group July 2012 On Wednesday, September 19th, the Laura Ashby – YLD Liaison Social Committee is hosting a fall social Miller and Martin On July 10th, the Copyright “Kick-Off Party and Committee Sign- Rachel Erdman – Podcasting Committee hosted a lunch time CLE ups” at Front Page News, Midtown from Emory Law School discussing Cambridge et al. v. Georgia State 6 to 8 pm. Free food and drinks will be Arvind Reddy – Patent Agents University at Kilpatrick Townsend & Thomas Kayden provided! Stockton. At noon on Wednesday, September 19th, the In-House Committee will host a UPCOMING EVENTS Lunch and Learn CLE program at the August 2012 Georgia Bar Conference Center. Details will be provided in an upcoming The Patent Committee will hold its newsletter. See Events, page 4

COPYRIGHT 2012 INTELLECTUAL PROPERTY SECTION www.georgiaip.org 296 NEWSLETTER NO. 2, AUGUST 2012 PAGE 4

Events , from page 3 November 2012 January 2013

The Philanthropy Committee is Prepare to be part of the swarm of We will be participating in the organizing a volunteer event at lawyers that will attend the North Georgia Bar’s mid-year meeting in MedShare on Saturday, September 29th from American Entertainment, Sports, and January, which will be held at the St. 9 am-12 pm. Volunteers will spend time Intellectual Property Conference on Regis in Buckhead. sorting and packaging surplus medical November 7-11 in Cancun, Mexico. February 2013 supplies for distribution around the Attendance at this conference is a long- world. Medshare is located at 3240 standing tradition and we want everyone Our mid-year meeting will Clifton Springs Road Decatur, GA to show up and have a great time! This (hopefully) be at the Georgia Aquarium 30034. will be a great opportunity to earn CLEs, on February 28, 2013. Details will be network, and attend panels all while coming soon. October 2012 enjoying the fresh air, beach, and

Bootcamp! The Section will host an sunshine! IP Bootcamp for new and non-IP December 2012 attorneys at the Technology Square Research Building on Georgia Tech’s On December 5th, Mary Denison, the campus on Wednesday, October 17th. The Patent and Trademark Office Deputy IP Bootcamp is worth three hours of CLE Commissioner for Trademark credit. More information will be available Operations, will be in Atlanta for a lunch in a future newsletter. talk at the Georgia Bar Conference Center.

COPYRIGHT 2012 INTELLECTUAL PROPERTY SECTION www.georgiaip.org 297

JUDICIAL SECTION STATE BAR OF GEORGIA ANNUAL REPORT 2012-2013

The purpose of the Judicial Section is to foster professionalism and excellence in the judiciary, to encourage improvement in judicial process and court operations, to increase input from non-judicial bar members on judicial procedures and court operations, to increase interaction between the bench and the bar of the State Bar of Georgia.

The membership is currently two hundred and thirty one (231).

The budget is sufficient thanks to the membership of the judicial section.

The 2012-2013 officers for the Judicial Section took office at their luncheon held during the 2012 Annual Meeting in Savannah, Georgia. They are as follows:

Hon. Johnny Mason, Chair Administrative Law Judge, State Board of Workers’ Compensation [email protected] 404-656-2971

Hon. Wesley Tailor, Chair-Elect Judge, State Court of Fulton County [email protected] 404-613-4497

Hon. Lisa R. Reeves, Secretary Judge, Municipal Court, City of Grantville [email protected] 770-253-8493

Hon. Shawn Ellen LaGrua, Treasurer

298 Judge, Superior Court of Fulton County [email protected] 404-612-8460

Hon. Susan Eichler Edlein, Immediate Past Chair Judge, State Court of Fulton County [email protected] 404-613-0490

This year, the Judicial Section donated $500.00 to the BASICS program and $500.00 to the Opening Ceremony of the Annual Meeting.

The Judicial Section currently has an Awards Lunch and CLE planned at the upcoming 2013 Annual Meeting. Consistent with our section goals to improve judicial procedures and court operations and to increase interaction between the bench and the bar of the State Bar of Georgia, we are inviting the Gate City Bar Association –Judicial Section, the Atlanta Bar Judicial Section, and the General Practice and Trial Law Section, to join us at the luncheon.

For this year’s luncheon, we are awarding the section’s “Spirit of Justice Award” to The Honorable Nathan Deal, Governor of Georgia, for his shepherding through the Legislature the new Georgia Criminal Justice Reform for adults and juveniles. A Posthumous Award will be given in memory of The Honorable Anne Workman, Judge of the Superior Court of DeKalb County, and Past Chair of the State Bar Judicial Section, for her service to the judicial community and to the State Bar.

Our first CLE is expected to be interesting and informative for Judges and Attorneys alike, with Jeff Davis, Executive Director of the Judicial Qualifications Commission, slated as our guest luncheon speaker.

Johnny Mason, Chair Judicial Section State Bar of Georgia 2012-2013

299 ANNUAL REPORT

Local Government Law Section State Bar of Georgia 2012-2013

The Local Government Law Section exists to provide a forum for attorneys representing local governments to exchange ideas, experiences, and to provide timely and relevant continuing legal education opportunities.

Our section currently has 562 members, most of whom will attend either one or both of our CLE opportunities this year.

Our annual meeting will be held this year at the Georgia Center for Continuing Education in Athens, September 12th and 13th. As is our custom, this program will provide two full days of continuing legal education, including specialty hours. We have a planning meeting scheduled Monday, May 13, 2013, at State Bar Headquarters.

Our second program during the year rotates between a “Nuts and Bolts” seminar and an opportunity geared toward metro local government attorneys. This year, the Metro City and County Attorneys’ Seminar was held March 6, 2013, in Atlanta, and was well attended.

We anticipate electing officers at the September, 2013 meeting in Athens. Our current officers are as follows:

Jeffrey Marshall Todd, Chair LEWIS, TAYLOR & TODD, P.C. 205 North Lewis Street, Suite 3 P.O. Box 1027 LaGrange, Georgia 30241 Phone: 706-882-2501 Fax: 706-882-4905 Email: [email protected]

Bryan Andrew Downs, Vice Chair WILSON, MORTON & DOWNS, LLC 125 Clairemont Avenue, Suite 420 Decatur, Georgia 30030 Phone: 404-377-3638 Fax: 404-377-3533 Email: [email protected]

300

Daniel C. Haygood, Secretary HAYGOOD & PRUETT, LLP Two S. Main Street, Suite C P.O. Box 264 Watkinsville, Georgia 30677 Phone: 706-310-0001 Fax: 706-310-0003 Email: [email protected]

Karen Gilpin Thomas, Immediate Past Chair Gwinnett Co. Dept. of Law 75 Langley Drive Lawrenceville, Georgia 30046-6935 Phone: 770-822-8700 Fax: 770-822-8790

Finally, our section was much better equipped to provide input during the 2013 Session of the General Assembly this year, as we received timely and relevant updates from Capitol Partners, which I understand was working on behalf of the State Bar. We very much appreciate receiving the daily bulletins of bills which might affect those we represent, and hope this continues in the future.

Jeffrey M. Todd, Chair Local Government Law Section State Bar of Georgia 2012-2013

301 MILITARY AND VETERANS LAW SECTION REPORT

During 2012 - 2013, the Military and Veterans Law Section of the State Bar of Georgia made significant strides in its growth of the State Bar’s initiative to support Georgia’s military service members, our veterans, and their families. The Section has 241 members and the Section’s Executive Committee met several times in person and also conferred by phone and electronic mail.

The Section is symbiotic to the Military Legal Assistance Program (MLAP) in that it helps recruit (though Section enrollment) and train Georgia attorneys and other volunteers to provide the legal services and assistance to those servicemembers and veterans who have requested assistance through the MLAP. The type of legal problems that are most frequently encountered in the MLAP involve commonly experienced legal actions (e.g., divorce, custody, child support, equitable division of marital property, options for health care if a divorce occurs, debt management, etc.) that are made even more difficult by the lifestyle and service commitments of our men and women in the armed forces. There are about 765,000 veterans in Georgia, and many continue to struggle to qualify for government benefits and receive their entitlements from their service.

The Section has focused this year on the following:

- Continuing an aggressive program to provide for accreditation and training of Georgia attorneys such that they can practice before the Department of Veterans Affairs and the U.S. Court of Appeals for Veterans Claims. The Section’s training CLE on November 1, 2012, was well-attended with about 125 attendees and had notable speakers to include remarks from Chief Judge Bruce E. Kasold of the United Stated Court of Appeals for Veterans Claims, and Will Gunn, General Counsel of the U.S. Department of Veterans Affairs. - Leveraging this entry level training will require sustainment in legal skills development and support. The Section is following up on its VA training with an added CLE program on Military Family Law on May 9, 2013, chaired by Patricia Shewmaker. Further a VA Accreditation program will again be offered on October 1, or October 16, 2013. - On behalf of the Section, Richard Menson moved forward with installing a law clinic program at the five law schools in the state. Emory began its program on February 19, 2013, and processed 16 cases within the first 60 days of operation with 20 law students and 25 attorney mentors. Law school clinics are a seed-bed for training attorneys to handle military and veterans law problems. Not only do the participating law students gain in-the-trench experience, they take their knowledge and their desire to help veterans with them to their

302 practice, communities, and their law firms. With proper encouragement and future training from the Section they can deliver legal assistance to veterans and military members for the next 40 years. The Section hopes to expand the Veterans Law Clinic model to other Georgia law schools around the state. - The Section partnering with the MLAP and the Atlanta Regional Office of the Veterans Administration has continued to expand the Veterans Legal Assistance Clinic currently at the VA Medical Center in Decatur to other major concentrations of veterans. The Section found a willing partner in the Augusta Bar Association, who under the leadership of Ed Coleman will be starting a clinic at the VA Medical Center in Augusta. A larger concentration of Wounded Warriors cycle through Augusta, and it is an excellent opportunity for helping veterans and service members with the most significant war related injuries. In time and with the help of law students and local volunteer attorneys, the Section hopes to open a clinic at the VA Medical Center in Dublin and at some of the larger VA Clinics in the major military communities around the state. - Our partnership with the Veterans Administration and especially our liaison with the Atlanta Regional General Counsel’s Office has provided great dividends for the Section and our common goal of legal outreach to Veterans in the State. An example of our close cooperation occurred in December 2012 when the Section and the Decatur VA Medical Center entered into a Memorandum of Understanding for the support of the Veterans Legal Clinic at the hospital. It was a historic occasion for both the VA and the Section on improving the delivery and outreach to Veterans in need of personal legal assistance. - The Executive Committee also continues to pursue expansion of the CLE opportunities for military law training especially in Military Family Law; Consumer Protection for Military Families especially in the area of predatory lending practices; Service members Civil Relief Act (SCRA); Uniform Services Employment and Reemployment Rights Act (USERRA); Military Justice; Practice before the Military Boards of Corrections of Military Records; and, the Legal Assistance Programs available through the Staff Judge Advocates’ Offices around the state. - Under the aegis of Lynn Adam, the Section provided significant draft legislation to provide for the uniform development and implementation of a Veterans Court program for participating Circuits within the State. This effort will leverage off existing programs already in place and is another way to provide for diversion through otherwise overburdened courts. Coordination with the VA’s Veterans Justice

303 Outreach (VJO) program supports this effort; Section members involved with VJO include MLAP coordinator Norman Zoller, VA ethics attorney George Bradford, and Veterans Advocate Drew Early. - In Sepember 2012, Norman Zoller of the MLAP and John Camp, Chair of the Section, were invited to participate in a Workshop Planning Session of the National Institute of State and Juvenile Court Justices in Columbus, GA. The purpose of the workshop was to consider training needs for jurists to better understand military families and children of veterans and service members and how to alleviate the impact of assignments, deployments, and military service in general in cases that come before them. - The Section also took on a greater role in being the watchdog for legislation that could impact upon service members and veterans. The Section followed and submitted comments on such diverse legislative initiatives as: SB 61, concerning execution of liens on personal storage units (as many service members store their property when they are deployed); HB 16 (concerning steps to make the Georgia War Veterans’ Home eligible to participate in federal Medicare and Medicaid programs); HB 188 (to facilitate the licensing of recently retired or discharged service members and military spouses in certain trade and vocational fields of employment); and, enactment of the Uniform Deployed Parents Custody and Visitation Act (UDPCVA). The UDPCVA is a significant advancement in protecting the rights of military parents and families whenever they are deployed. John Camp, as Section Chair, obtained the endorsement of the UDPCVA by the State Bar of Georgia, and it is one of their key legislative agenda items for the 2014 Legislative Session. Follow it as HB 685, sponsored by Rep. Edward Lindsey. - As a gesture of symbolic comradary of the Section and the MLAP, we jointly commissioned the creation of a Challenge Coin with a Section side and a MLAP side. Challenge Coins carry special significance in the military dating back to the Roman Legions. The Section intends to use these coins to recognize individuals who have added significantly to our goals and mission. - The Section also published its first Section News Letter in 2013 thanks to the extraordinary efforts of Steve Shewmaker and technical assistance from Derrick Stanley of the State Bar Staff. The Newsletter was an instant success with our members. We also shared it with other Sections and organizations that we have partnered with in 2012-2013. Our goals it to publish it three times per year and to include news of the

304 Section, accomplishments and recognitions of Section Members, recent developments in Military and Veterans Law, and practice tips. - The Section continues to mature as a vibrant element of the Bar, with formal committee roles and definitions taking place. Being able to communicate between “mentors and mentees” and to circulate “best practice” responses will be a effective resource to improve the quality of the Section’s attorneys practice and to assist more clients.

As the Section grows, more formality has been and will be put in place. Section by-laws have been formally adopted. John Camp succeeded Kent Shelton as Section chair with Drew Early as vice chair and Steve Shewmaker as secretary-treasurer. The Section acknowledges and thanks the strong support of State Bar leadership, both through past Presidents Jeff Bramlett, Lester Tate, Ken Shigley, and Robin Clark, and the significant guidance of Charles “Buck” Ruffin, incoming Bar president. The Section looks forward to continuing the legacy of extending access of quality legal support to this most deserving group of American and Georgia Veterans and their families within the State. Such efforts are emblematic of the mission of the Bar.

Wm. J. Camp Chair, Military & Veterans Law Section

305 Derrick Stanley

From: Sanders, Marshall Sent: Wednesday, May 15, 2013 12:36 PM To: Derrick Stanley Subject: Nonprofit Law Section Report

The Nonprofit Law Section of the State Bar of Georgia had another successful year. Although the Section was formed only three years ago, it has attracted a diverse and engaged membership of approximately 140 lawyers.

This year, the Section planned and conducted an all-day continuing legal education program in cooperation with the Institute for Continuing Legal Education at the end of March. The program was exceptionally well-attended, attracting approximately 150 people. The feedback received on survey materials showed a high level of satisfaction among attendees at the program.

The Section officers met in early May of this year and elected a new chair of the Section and other officers. The Section will be expanding its programming in the coming year beyond its annual all-day CLE program. In particular, the Section is planning a “lunch and learn” seminar in the early fall which will be available to local Section members and to non-local members by “webinar.” Additionally, the Section is considering co-sponsoring or otherwise helping support a presentation by the Internal Revenue Service on exempt organizations tax law compliance in Atlanta later this year. Finally, Cass Brewer, the immediate past chair of the Section, is working on the creation of a website or webpage which will provide members access to a site with links to a variety of nonprofit and exempt organization law resources and other useful information. Hopefully, these additional offerings will raise the profile of the Section and contribute to the growth of its membership.

Respectfully submitted,

W. Marshall Sanders Chair

W. Marshall Sanders | Alston + Bird LLP 1201 West Peachtree Street | Atlanta, Georgia 30309 404-881-4448 (Direct) | 404-253-8548 (Fax) [email protected]

______

IRS Circular 230 disclosure: Any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties that may be imposed on any taxpayer or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.

______

1 306 Tax Law Section Annual Report 2012

I. OVERVIEW The Tax Section of the Georgia Bar had a very active and eventful year in 2012. Most importantly, the Georgia Tax Tribunal (the "Tax Tribunal" or the "Tribunal") was established after many years of hard work undertaken in the effort to create and independent reviewing body. In May, the Tax Section held a reception to celebrate the creation of the Tax Tribunal. Members of the Tax Section also participated in Georgia Bar Tax Section & Georgia Department of Revenue liason meetings during 2012 in addition to sponsoring scholarships and continuing legal education programs.

II. TAX TRIBUNAL The Tax Tribunal was created by Georgia House Bill 100 and signed into law by Governor Nathan Deal. The law creates a new Chapter 13A under Title 50 of the Official Code of Georgia Annotated, effective July 1, 2012.

A. Overview - Benefits and Purpose The Tax Tribunal was created as an independent and autonomous division within the Office of State Administrative Hearings. The Tribunal will: ( 1) Improve the utilization of judicial resources by resolving tax cases in a more streamlined and efficient manner; (2) Increase the uniformity of decision making in tax cases; (3) Improve the equal access of all parties to court process; and (4) Increase public confidence in the fairness of the state tax system. Independent tax courts established in other United States jurisdictions have brought similar benefits to the administration of state taxes.

B. Administration and Operation The Tax Tribunal was created within the executive branch of the state's government and, for administrative purposes only, has been assigned to the Department of Administrative Services. The Tribunal will be funded through appropriations by the Georgia General Assembly to the Department of Administrative Services. Cases could be heard by the Tribunal starting January 1, 2013. The Tribunal's principal location will be in Fulton County, Georgia in a building separate and apart from any building in which the Georgia Commissioner of Revenue (the

ATI-2556257vl 307 "Commissioner") has an office. The Tribunal may, but is not required to, conduct hearings at its principal location. It may also hold hearings at any place within Georgia, with the purpose of offering taxpayers a reasonable opportunity to appear before the Tribunal with as little inconvenience and expense as possible. When it holds hearings outside its principal Fulton County location, the Tribunal will do so in a place that is physically separate from any building regularly occupied by the Commissioner. On and after January 1, 2013, the Tax Tribunal will have concurrent jurisdiction over tax matters with the superior courts. The purpose of providing concurrent jurisdiction with the superior courts is to ensure that taxpayers have access to the judicial court system while having the additional option of pursuing tax claims with a specialty court. The Tribunal will not have jurisdiction over matters arising under Title 3 (Alcoholic Beverages) or Title 40 (Motor Vehicles & Traffic) of the Georgia Code.

C. No Pay-To-Play Requirement Taxpayers may bring claims before the Tax Tribunal without being required to pay any assessed taxes as a prerequisite. A taxpayer will not be required to provide a surety bond or other security for any amounts that may be in dispute before the Tribunal. • The types of taxes that may be appealed to the Tax Tribunal include the following: • Centrally assessed real property taxes • Sales and use taxes • Corporate income taxes • Personal income taxes • Real estate transfer taxes • Intangible recording taxes In addition to the regular division, the Tax Tribunal will have a small claims division. A taxpayer may, within 90 days of filing a petition for relief with the Tribunal, elect to have the small claims division hear its case if the amount of tax and penalties at issue, exclusive of interest, is less than a threshold amount under the Tribunal's rules. A taxpayer may designate accountants and other tax return preparers to accompany and appear with the taxpayer before the small claims division to provide factual information regarding positions taken on tax returns. Such accountants and other tax return preparers will not be deemed to be acting as advocates of the taxpayer.

III. TAX TRIBUNAL RECEPTION The Tax Section held a reception to celebrate the creation of the Tax Tribunal on May 16, 2012 at the law offices of Jones Day in Atlanta. State Representative Allen Peake, who sponsored House Bill 100, attended the reception. In addition, there was a discussion on how the Tax Tribunal will work, Tax Tribunal developments and what it means to companies, tax practitioners and clients. The event was well attended by individuals that helped get the Tribunal created as well as individuals interested in how the Tribunal will impact Georgia taxpayers.

ATI-2556257vl 308 IV. GEORGIA BAR & GEORGIA DEPARTMENT OF REVENUE LIASON MEETINGS The Georgia Bar Tax Section co-sponsored two liaison meeting with the Georgia Department of Revenue (the "Department") in 2012. During the spring meeting held on May 15, the Department updated Tax Section members on recently enacted tax legislation, including the creation of the Tax Tribunal, the enforcement of the criminal tax provisions of the Georgia Code, and tax collection issues. The fall liaison meeting was held on November 13. During the fall meeting, the Department addressed a number of tax topics, including letter ruling procedures, current audit issues and tax collection issues. V. SCHOLARSHIPS The Tax Section continued its practice of providing scholarships to each of the four Georgia law schools: Emory, Georgia State, Mercer and the University of Georgia.

VI. CONTINUING LEGAL EDUCATION SPONSORSHIPS The Tax Section continued its practice of sponsoring continuing legal education programs during 2012.

p~~tfully submitt~~~ , 2013.

tr, Tax Law Section

ATI-2556257vl 309 Technology Law Section Annual Report May 2013

I. Overview

Jim Harvey (Chair), Brett Lockwood (Vice Chair) and Mari Myer (Secretary) assumed their respective offices in accordance with the bylaws of the Technology Section at the June, 2012 annual meeting.

II. Section Meetings and CLE Events

The Section held two meetings in addition to the annual meeting. On the evening of January 23, 2013, the Section held a meeting on the Google-Samsung patent litigation at Alston & Bird that was attended by approximately 25 people. While the featured speaker, Professor Tim Holbrook of Emory University Law School, was unable to attend due to a family emergency, Professor Sarah Shalf and student Vivian Cheng ably filled Mr. Holbrook’s shoes. The Section provided one hour of CLE for the event.

On May 2, 2013, the Section held a lunch meeting at Smith, Gambrell and Russell on the topic of mobile privacy. The speaker was Karl Broder, partner at Troutman and Sanders. The Section provided one hour of CLE for the event.

III. Technology Law Institute

The annual Technology Law institute was held on October 26, 2012 at the W Hotel at Colony Square. The event offered attendees six hours of continuing legal education and this year featured several nationally-known speakers, such as Kim Peretti, an expert in cybersecurity and data breach. The lunchtime keynote speaker was Jerry Jones of Axciom Corporation who spoke about “big data” and its impact on commerce and society. The event was attended by approximately 150 individuals, both members and nonmembers of the section.

The Section has already begun planning for the 2013 Technology Law Institute, which will be held in October, 2013 at the State Bar headquarters. Mari Myer has assembled a planning committee.

310 IV. Pro Bono

The Technology Section has continued its support of the Pro Bono Partnership. Executive Committee member Paul Arne has served as the liaison to the Pro Bono Partnership this year. This Section will soon have a page on its website where the Pro Bono Partnership will post volunteer opportunities calibrated to Section members’ interests. Individuals can sign up on the Section website to receive notice of opportunities when they are posted.

Working through the Pro Bono Partnership, three section members spoke at a March 28, 2013 TechBridge-sponsored seminar for non-profit organizations on the topic of online and social media issues. In addition, at the May 2, 2013 Section meeting, the Section made a contribution to the Pro Bono Partnership of $1,000 toward the development of a mobile app.

Respectfully submitted this 9th day of May, 2013.

Jim Harvey Chair, Technology Section

311 Annual Report for the Workers' Compensation Section of the State Bar of Georgia Gary M. Kazin, Esq.

I am pleased to report that the Workers' Compensation Section of the State Bar of Georgia had a very successful and energetic year. The Executive Committee began the year with the goal of energizing this Section and increasing the value that we provide Section members. I am pleased to report that we have accomplished both.

At the current time we have over 400 members of this Section. Once again, many of our members attended the annual Workers' Compensation Law Institute in October, 2012. We were treated to a terrific three day seminar organized by co-chairs Rick Kissiah, Esq., Jim Long, Esq., and the Honorable Andrea Mitchell.

In January, 2013, the Section hosted a cocktail party at the St. Regis Hotel during the midyear meeting of the State Bar. It had been several years since the Section participated in the midyear meeting and I am pleased to report that the party was a rousing success. We were treated to great company, excellent refreshments, and a very nice turnout from the Section.

In February, the Section issued it's most recent newsletter. This is a large multi page production containing many fine substantive articles. Many thanks to co-editors Elizabeth Costner, Esq. and Gregg Porter, Esq. for their hard work in this most time consuming endeavor.

In April, the Section sponsored the annual Workers' Compensation for the General Practitioner Seminar under the leadership of Executive Committee member, John Christy, Esq. This seminar was well attended both by Section members and others and received rave reviews by all of the attendees.

Also in April, the Section helped organize and assist in the funding for a reception for the new Chairman of the State Board of Workers' Compensation, the Honorable Frank McKay. The event was held at the State Bar Headquarters and resulted in a very large attendance. Many thanks to Section members Luanne Clarke, Esq. and Ann Bishop, Esq. for helping organize this event.

The Section also recently distributed the first survey of its membership in many years and the most comprehensive one ever. The Executive Committee plans to use the results of this survey to make sure that its activities meet the needs and desires of its members and to recruit persons interested in dedicating their time to Section activities.

The Executive Committee is also working on several ideas for new activities in the future. Be on the look out for a social get together in Savannah in either August or September for both doctors and lawyers. We recognize the geographical diversity of the members of our Section and wish to provide opportunities outside of the Metro Atlanta area. Also, in the planning stages is a September, 2013 social outing at an Atlanta Braves game and 755 Club event. Stay tuned for further information.

312 The members of our Executive Committee this year have been John Blackmon, Jo Stegall, Kevin Gaulke, John Christy, Kelly Benedict, Gregg Porter, and Elizabeth Costner. The Officers will change positions at the end of June when the State Bar year ends. As usual, we alternate claimant lawyers and defense lawyers. Our Chair of the Section for the coming year will be the inimitable John Blackmon, Esq. I am pleased that I am leaving the Section in the good hands of John who no doubt will provide excellent leadership and energy for the Executive Committee and the Section as a whole.

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