2013 February Montana Lawyer

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2013 February Montana Lawyer Montana State Bar of Montana LawyerFebruary 2013 | Vol. 38, No. 4 & CLIENT Changes in ’13 and what you FUNDS need to know Also inside - Elder law series: A look at legal document clinics - Montana Supreme Court Case Summaries - Breakdown of American Taxpayer Relief Act - Evidence Corner: Sources and Research - Results of Court’s bench, bar survey - Did you know it’s the end of another ethics reporting cycle? 1 Montana Lawyer The offi cial magazine of the State Bar of Montana published every month except January and July by the State Bar of Montana, 7 W. Sixth Ave., Suite 2B, P.O. Box 577, Helena MT 59624. (406) 442-7660; Fax INDEX (406) 442-7763. E-mail: [email protected] State Bar Offi cers February 2013 President Pamela Bailey, Billings President-Elect Randall Snyder, Bigfork From the Cover Secretary-Treasurer Mark Parker, Billings IOLTA issues in 2013 .................................................................................22 Immediate Past President Shane Vannatta, Missoula Chair of the Board Feature Stories Matthew Thiel, Missoula Hispanic and Women Farmers and Ranchers Claims Process ...16 Board of Trustees Marybeth Sampsel, Kalispell American Taxpayer Relief Act ...............................................................36 Leslie Halligan, Missoula Tammy Wyatt-Shaw, Missoula Bench/Bar Survey Results .......................................................................45 Ellen Donohue, Anaconda Jason Holden, Great Falls Mike Talia, Great Falls Kent Sipe, Roundup Commentary Luke Berger, Helena Tom Keegan, Helena President’s Message ....................................................................................4 Monica Tranel, Helena Jane Mersen, Bozeman Letters ...............................................................................................................5 Lynda White, Bozeman Vicki Dunaway, Billings Ross McLinden, Billings Monique Staff ord, Billings Regular Features ABA Delegates Member News ...............................................................................................6 Damon L. Gannett, Billings Shane Vannatta, Missoula State Bar News ...............................................................................................9 Montana Lawyer Staff Court orders ................................................................................................ 11 Publisher | Christopher L. Manos Editor | Peter Nowakowski Continuing Legal Education ..................................................................19 (406) 447-2200; fax: 442-7763 e-mail: [email protected] Elder Law Series ......................................................................................... 16 Subscriptions are a benefi t of State Bar membership. Court case summaries ............................................................................. 24 Advertising rates are available upon Evidence Corner .........................................................................................41 request. Statements and expressions of opinion appearing herein are those of the Job postings/Classifi eds....................................................................46-47 advertisers or authors and do not neces- sarily refl ect the views of the State Bar of Blast from the Past ............................On hiatus; returns next month! Montana. Postmaster: Send address changes to Montana Lawyer, P.O. 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Th e snow is glistening lobbyists. Ed and Bruce are back again. Th e State Bar staff on the lawn. Everywhere you go there is excitement and our lobbyists keep track on a daily basis of what legislation Oand great anticipation of what will be. People are is in the works. Th e Executive Committee of the State Bar scurrying about. No, this is not a late Christmas message. holds weekly phone conferences with our staff and lobbyists Th is is Helena and the Montana legislature has begun its 63rd to discuss what action, if any, we need to take on behalf of our Legislative Session. profession regarding pending legislation. Th is session, almost three-fourths of the members of the As a mandatory bar association, members of the Executive House of Representatives have less than two years of legislative Committee must be mindful of the United States Supreme experience. In the Senate, 29 out of 50 members are in their Court’s decision in Keller v. State Bar of California, 496 U.S. 1 fi rst or second terms. In 2001, the State Bar of Montana in (1990). Under Keller, the State Bar is permitted to engage in conjunction with the Legislative Services Division and the activities related to the following: University of Montana School of Law began “Law School • Regulating the legal profession, for Legislators” which takes place at the beginning of each • Improving the quality of legal services, legislative session. Th is program was the brainchild of Past • Improving the courts, judicial effi cacy, and effi ciency, State Bar President, Ed Bartlett. • Increasing the availability of legal services to society, and, Only nine members of the current legislature are attorneys. • Promoting the education, ethics, competence, and Members of the Senate and House of Representatives come integrity of the legal profession. from all walks of life and have varied educational backgrounds. Th e State Bar is prohibited from engaging in activities In a few short hours, members of our profession attempt to having political or ideological coloration not reasonably related provide a crash course in the law to the people who are about to these criteria. Examples of approved lobbying activities to create the laws we will be both defending and challenging. would include legislation regarding funding for new judges, More importantly, these laws will govern our personal and salary increases for judicial staff , funding a judicial information professional lives. system, increasing salaries for government attorneys, funding Th is year, the Law School began with Todd Everts, Chief for new judicial positions and support for programs enhancing Legal Counsel and Code Commissioner for the Montana access to justice. Legislature, who gave an overview of the Legislative Legal In 1974 the Montana Supreme Court issued its Order Services Division. Next, Montana Supreme Court Justice Jim unifying the Montana State Bar. Th e Order sets forth its charge Rice, presented on the role of the courts. Anthony Johnstone, to the bar as follows: Assistant Professor at the University of Montana School of “Th e purposes of the Unifi ed Bar of Montana shall be to aid Law, lectured on separation of powers and constitutional the courts in maintaining and improving the administration law. Helena attorney, Mike Meloy, spoke on Open Records of justice; to foster and maintain on the part of those engaged law. Finally, John North, Chief Legal Counsel for the in the practice of law high standards of integrity, learning, Montana Department of Environmental Quality, presented on competence, public service, and conduct; to safeguard proper Administrative Law and rule making. All of the attorneys who professional interests of members of the bar; to encourage the presented volunteered their time. formation, maintenance, and activities of local bar associations; Th e legislators were given written materials by the to provide a forum for the discussion of and eff ective action presenters. Th e State Bar provided copies of the Montana concerning subjects pertaining to the practice of law, the Constitution and the State Bar Deskbooks. We off ered our science of jurisprudence and law reform and relations of the bar assistance to the legislators during their session. It was intense to the public; and to insure that the responsibilities of the legal few hours and a signifi cant amount of legal education was profession to the public are more eff ectively discharged.” digested. To say it was a daunting undertaking, would be an With the Supreme Court’s directives in mind, members understatement. At times,
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