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The Monthly Newspaper of the Philadelphia Bar Association Vol. 44, No. 2 February 2015 Hundreds Welcome Chancellor Dandridge

Philadelphia Court of Common Pleas President Judge Sheila A. Woods-Skipper (left) was among the hundreds of well-wishers to greet Chancellor Albert S. Dandridge III at the Jan. 6 Chancellor’s Reception at the Hyatt at The Bellevue. This is the event where even the city’s busiest and most successful legal luminaries patiently wait in

Photos by Jeff Lyons Jeff by Photos line to wish the new Chancellor and each other good luck in the year ahead. MSNBC’s Melber is March 10 Speaker ARI MELBER, A LAWYER AND CO-HOST weekly in America, a contribu- P. Fedullo will be honored at of MSNBC’s “Te Cycle,” will be the tor to Reuters, and his writing the event. He will be presented keynote speaker at the Philadelphia Bar has been published by many with a gold box, a replica of Association’s Tuesday, March 10 Quar- major media outlets. the one presented to Andrew Philadelphia Bar Association terly Meeting and Luncheon. Also at the event, the Asso- Hamilton for his defense of Annual Gold Sponsor Melber also writes about law and ciation will present the Justice John Peter Zenger in 1735. politics for MSNBC.com and other pub- Sonia Sotomayor Diversity Te gold box is presented an- lications. Melber anchors and writes an Award. Te award publicly nually to the immediate-past MSNBC series on inequities in the crimi- acknowledges, recognizes and Chancellor and is inscribed In This Issue Ari Melber nal justice system, “Presumed Guilty,” honors an individual or entity with the message “acquired not and he is a guest host for MSNBC shows that has demonstrated a strong by money, but by character.” 5 Renew Membership such as “Te Last Word with Lawrence commitment, and has made a substantial Additionally, Te Justinian Society and 10 Supreme Court O’Donnell,” “Te contribution to diversity and promoting the Louis D. Brandeis Law Society Foun- Show” and “All In with .” full and equal participation and inclusion dation will present the Lifetime Achieve- 11 In Our Community Melber also is a correspondent for Te in the legal profession. ment Award in Memory of Marvin Nation magazine, the oldest political Immediate-Past Chancellor William continued on page 10 14 Committee Chairs 2 Philadelphia Bar Reporter February 2015 philadelphiabar.org By Albert S. Dandridge III Frontline Time to Do Something Editor-in-Chief Heather J. Austin, Esq. LAST MONTH, I ASKED YOU TO GIVE MORE OF YOUR LEAST EX- Trough breakout sessions, Associate Editors pensive yet most precious commodity, your time. Troughout all participants were able to Regina Parker, Esq. the past month, I have spent time with many leaders of this contribute to the suggested Thomas L. Bryan, Esq. Association, so hopefully you have heard my clarion call to “do project ideas and help develop Julia Swain, Esq. Angie Halim, Esq. something” as it relates to better helping our community-at- achievable plans and goals. Mary-Kate Martin (née Breslin), Esq. large. Te second day was focused on diversity and inclusion, which Benjamin F. Johns, Esq. Te call is not an edict from on high, but rather a clear mes- I will write more about in future columns. Tanks to Susan Annie Kelley, Esq. sage that we as members of the Association and legal community, Letterman White and Werten Bellamy for their work in facilitat- Lauren A. Strebel, Edsq. Amanda Dougherty, Esq. given our education and resources, simply must do more to give ing the Retreat and thanks to everyone who participated. Te Elisa C. Advani, Esq. back to our community, which so desperately needs our support enthusiasm was remarkable and I cannot wait to watch these Maureen M. Farrell, Esq. right now. plans come to fruition. Following up on my column from last month, I want to share With that being said, each Section is creating or expanding a Advisory Editor Molly Peckman, Esq. a bit with you about our recent Bar Leaders Retreat. I had the community outreach subcommittee and is appointing leaders pleasure of spending two days with members of the Board of who will help carry the torch from the Retreat to the Section’s Senior Managing Editor, Governors as well as Section and Committee representatives to membership to community members in need. I strongly encour- Publications discuss and pave our path toward achieving this year’s initiatives. age our members not to limit themselves to supporting just the Jeff Lyons Each day had a unique topic, the first focusing on community Section(s) that they are a part of. Director of Communications needs. Te leaders of several community organizations partici- Have your watches handy, because if you see me in a meet- and Marketing pated on a panel where they shared their missions and discussed ing or in passing and ask me, “What time is it?” please note my Meredith Z. Avakian-Hardaway specific needs in our community and how lawyers can do more response is going to be, “Time to do something!” Executive Director to help. Each of those panelists has been asked to contribute to If you are interested in learning more about our “Boots on Mark A. Tarasiewicz our new community column, so you too will be hearing from the Ground Community Initiative,” please contact your Section them directly. chair(s) or Meredith Avakian-Hardaway at the Philadelphia Bar The Philadelphia Bar Reporter (ISSN 1098- 5352) is published monthly and available by Additionally, all of the Section representatives came prepared Association at 215-238-6342 or [email protected]. subscription for $45 per year by the Philadel- with potential community projects for their respective members. phia Bar Association, 1101 Market St., 11th Te intention was for the ideas to be organically germinated, as Albert S. Dandridge III ([email protected]), a partner and foor, Philadelphia, PA 19107-2911. Periodicals postage paid at Philadelphia, PA POSTMASTER: this is a team effort. Projects ranged from feeding the home- chief diversity officer at Schnader Harrison Segal & Lewis LLP, is Chan- Send address changes to Philadelphia Bar Re- less to supporting schools to knitting projects and much more. cellor of the Philadelphia Bar Association. porter, c/o Philadelphia Bar Association, 1101 Market St., 11th foor, Philadelphia, PA 19107- 2955. Telephone: (215) 238-6300. Association Web site: philadelphiabar.org. Newspaper e- mail address: [email protected]. The edi- torial and other views expressed in the Phila- delphia Bar Reporter are not necessarily those of the Association, its offcers or its members. Advertising rates and information are available from Don Chalphin at American Lawyer Media, 1617 JFK Boulevard, Philadelphia, PA, 19103. Telephone: (215) 557-2359 or e-mail dchal- [email protected]). Page 1 skyline photo by Edward Savaria, Jr./PCVB

Tell Us What You Think! The Philadelphia Bar Reporter welcomes letters to the editors for Board of Governors Vice Chair Lauren P. McKenna (from left) with Chancellor-Elect Gaetan J. Alfano, Chancellor Albert S. Dandridge III, Vice Chancellor Deborah R. Gross and Board of Governors Chair Brad V. Shuttleworth at the Bar Leaders publication. Letters should be typed. Retreat on Jan. 9 in Atlantic City, N.J. There is no word limit, but editors reserve the right to condense for Other participants in the Bar Leaders clarity, style and space considerations. Retreat included (from left) Susan Letters must be signed to verify Letterman White, Letterman White authorship, but names will be withheld Consulting; Ric Ramsey, City Year upon request. Letters may be mailed, Greater Philadelphia; Regan Kelly, faxed or e-mailed to: Jeff Lyons, Senior NorthEast Treatment Centers; Chan- cellor Albert S. Dandridge III; Eva Managing Editor, Philadelphia Bar Gladstein, Mayor’s Offce of Commu- Reporter, Philadelphia Bar Association, nity Empowerment and Opportunity; 1101 Market St., 11th foor, Philadel- Michael Vogel, Turning Points for phia, PA 19107-2955. Phone: (215) Children; and Jennifer Bretschnei- 238-6345. Fax: (215) 238-1159. E-mail: der, representing American Red [email protected].

Photos by Meredith Avakian-Hardaway Meredith by Photos Cross of Southeastern Pennsylvania. philadelphiabar.org February 2015 Philadelphia Bar Reporter 3 LARGE FIRM MANAGEMENT COMMITTEE Working to Bring Women into Power Positions ■ By Lauren A. Strebel of Buchanan Ingersoll & Rooney PC discussed which law firm initiatives seem Another option is to focus on training young as- WOMEN COMPRISE ONLY  PERCENT OF to be working and where additional work sociates from the beginning. By having programs equity partners in law firms – and fewer and effort are necessary to ensure female than 2 percent are women of color – ac- attorneys develop confidence and “grit” where partners teach associates how to develop cording to the American Bar Associa- to achieve power positions. Te program skillsets, position themselves for retention, or to de- tion. Why it matters and how law firms was moderated by former Chancellor can change this trend was the focus of a Kathleen D. Wilkinson. velop business, associates are more likely to gain the recent program of the Large Firm Man- One thing that works is when firms confidence they need to prevail in the profession. agement Committee and Women in Law provide their female associates with a Firms Initiatives. venue for accessing strong female role Panelists Julia D. Corelli of Pep- models. Corelli and Leone explained that per Hamilton, LLP; Judy L. Leone of by having an affinity group, such as a support system for their women associ- themselves as successful attorneys in the Dechert LLP; Caitlin Piccarello Strauss women’s initiative comprised of associates ates. Tis way they can see successful future. of Saul Ewing LLP; and Elizabeth Long and partners, firms provide an internal women within their firms and envision Another option is to focus on training young associates from the beginning. By having programs where partners teach as- UPCOMING CONTINUING LEGAL EDUCATION FEBRUARY sociates how to develop skillsets, position themselves for retention, or to develop These CLE programs, cosponsored by the Philadelphia Bar Association will be held at The CLE Conference Center, business, associates are more likely to gain Wanamaker Building, 10th Floor, Suite 1010, Juniper Street entrance, unless otherwise noted. the confidence they need to prevail in the profession. One example was a “speed LIVE & SIMULCAST SEMINARS VIDEO SEMINARS dating” program where female associates interacted with all levels of management  ǻǖ ȗ 0((-4 0 "( )/*/$*).$)(+'*4( )/ 2. .  ǻǖ ȗ  )).4'1)$ 24 -.ȟ 2 -. 4(+'*4( )/ 2 and were able to ask questions about  ǻǗ ȗ ǕǓǔǗȇ. ./ 2$-( #)*'*"4Ȁ  ǻǘ ȗ # 0/.ǒ*'/.*!*)/-/-Ɯ$)" work and life balance.  ȗ -/$  !*- /#   ǻǙ ȗ # ( -"$)" /$- When it comes to compensation, a  ǻǜ ȗ $)*'))  $.  -.#$+  ǻǔǓ ȗ Ǖǔ./))0'0/* 2+ /  ǻǔǓ ȗ .$.*! ) '$)"$1*- $) )).4'1)$  ǻǔǖ ȗ /#$' ..0 . ) -'3 +- . )//$*) law firm’s women’s initiative can play a  ǻǔǔ ȗ ǔǙ/#))0'.// ǒ' - 24(+*.$0(  ǻǔǚ ȗ 0$' $)"*0--/$ ȟ /$)$)"*0-'$ )/. big role in bridging the gender gap. Te  ǻǔǖ ȗ (" .)  ) ()$/$ .$)*(( -$'*)/-/.  ǻǔǛ ȗ "'-$/$)"$)/# Ǖǔ./ )/0-4 panel emphasized how important it is to  ǻǔǜ ȗ  ' /  ..0 .$)-/ 2  ǻǕǓ ȗ $./-/ -$1$)" have female representation on the highest  ǻǕǓ ȗ )/ "-$/4 level to watch for gender bias. Women’s  ǻǕǖ ȗ *)+-*!$/ -$ .-/ ǽ0 ..!0'*)+-*!$/ initiatives help female associates develop   /-/ "$*''*-/$*)  ǻǕǘ ȗ *$)"0.$) ..$)#$' '+#$ perseverance through early intervention.  ǻǕǙ ȗ # 4 -.' 0/#ȇ.0$ /*/#  )/ -) / SIMULCASTS FROM PLI One way is through sharing experiences  ȗ *((0)$/$)"2$/#*'' "0 .) '$ )/. – describing how you made it through a  ǻǘȐǙ ȗ ǔǚ/#))0' '.// 3*-0(  ǻǕǚ ȗ -$.*) -$1$'$"#/. $/$"/$*)Ȑ -'*0-/#*0.  ǻǜ ȗ " ǒ *0- $/$"/$*)ǒ*(+'$)  tough situation may help a young associ-  ǻǔǕ ȗ *(( -$'*-/"" &  0-$/$ .ȟ './/  24 - ate get through a similar situation. Also,  ǻǔǛ ȗ -*& -Ȑ ' - 1$.*-4 -1$ . assist associates during self-evaluations  ǻǔǛ ȗ /#$.!*-*-+*-/  24 -.ǽ0'/$%0-$. $/$*)'-/$  by making sure they are not underselling   ǒ/# -0-- )/ ..0 . themselves. DISTANCE EDUCATION AT PBI.ORG  ǻǕǚ ȗ .. /. $))$)"/-/ "$ . One way to start an initiative is to partner with your firm’s diversity com- Live Webcasts mittee. Another is to start from scratch ( / #)*'*"4Ǽ '$1 - '$1 ǻ !4*0)ȇ/2/#$/'$1 Ǽ.$")0+)*2ǒ" / - $/2# )4*02/#$/'/ -ș4*0ȇ1 "*/ǖ(*)/#.Ɯ -/# 2 ./ / Țǻ with a welcome event. Long and Strauss offered a few examples of their initiatives,  ǻǘ ȗ # 0/.ǒ*'/.*!*)/-/-Ɯ$)" why PBI? which included events hosted at the bal-  ǻǙ ȗ 1$ ) !*--$($)'//*-) 4. let, Barnes Foundation and Philadelphia  ǻǔǓ ȗ # //*-) 4Ȅ.0$ /*/# $'ǒ. . WE MAKE LEARNING PERSONAL. Flower Show.  ǻǔǕ ȗ *((0)$/$)"2$/#*'' "0 .) '$ )/. Law firms cannot hold themselves out  ǻǔǖ ȗ # ( -"$)" /$-  $.'$./ )$)"/*2#/4*02)/!-*(4*0-  as being diverse if their gender gaps are  ǻǔǜ ȗ  ' /  ..0 .$)-/ 2 3+ -$ ) ǻ0-./ƙ) '  -.#$+- !0''4 significant. Clients expect women to fill  ǻǕǓ ȗ )/ "-$/4 *(($// /*/# -Ǽ) /*# '+$)"4*0- #  ǻǕǖ ȗ *)+-*!$/ -$ .-/ ǽ0 ..!0'*)+-*!$/ 4*0-+-*! ..$*)'"*'.ǻ 4//*-) 4.Ǽ 0/$)" more prominent roles in their cases – and   /-/ "$*''*-/$*) //*-) 4.ȓ2 /& 4*0-.0 ..+ -.*)''4ǻ law firms need to work with their female  ǻǕǘ ȗ ) '$)"/# $'0- /*$.'*. . associates to make that happen. Te pan-  ǻǕǚ ȗ (" .)  ) ()$/$ .$)*(( -$'*)/-/. elists also advised attendees to watch Amy Cuddy’s TED talk on power postures and “fake it till you become it.”

Lauren Strebel ([email protected]), an associate with Langsam Stevens Silver & Register today! www.pbi.org 800-932-4637 Hollaender LLP, is an associate editor of the Philadelphia Bar Reporter.

4 Philadelphia Bar Reporter February 2015 philadelphiabar.org Renew Your Phila. Bar Association Membership AS A MEMBER OF THE PHILADELPHIA by-side with judges on critical issues to Affinity®; discounts ing public interest Bar Association – the oldest association improve the administration of justice. on hundreds of organizations through of lawyers in the United States – you’ll t-FBEFSTIJQ0QQPSUVOJUJFT Join the Association events, our charitable arm, connect with colleagues and members leadership ranks of our Section executive and CLE courses Web Check the Philadelphia Bar of the judiciary, grow your practice and committees, chair one of more than 100 offered through PBI; Foundation. Your an- Visit philadelphiabar.org to renew thrive in your profession. standing Committees, lead a community award-winning print your Philadelphia Bar Association nual dues statement Advantages of Philadelphia Bar As- service project or charitable event, or run and digital publica- membership. suggests an additional sociation membership include: for elected office as a line officer. tions; a legislative contribution to be t1PUFOUJBM3FGFSSBM4PVSDFT Network t#ZMJOF0QQPSUVOJUJFT Enhance program to cham- made to the Founda- with attorneys in more than 50 practice your marketing plan by having your pion your interests Use your tion. areas at hundreds of annual events that articles or commentary published in Te to lawmakers in City QR code Our reputation fit any schedule. Attend daily Section or Philadelphia Lawyer magazine or the Hall, Harrisburg reader to link and emphasis on directly to Committee breakfast or lunch programs, Philadelphia Bar Reporter newspaper, and ; this resource. professional and panel presentations, evening receptions reaching 13,000 lawyers each month. professional guid- community service and special events and meet other lawyers t$PNNVOJUZ4FSWJDF0QQPSUVOJ- ance on ethics issues; for 213 years is based who can help open the door to business UJFT Whether you are interested in giving fee dispute services; on our commitment development opportunities. your time, talent or treasure, there are access to the Office of Diversity, which to excellence. It is through this Associa- t"i7PJDFwJO4USFOHUIFOJOH:PVS many ways for you to serve our commu- serves as a resource for local affinity bar tion that we uphold the time-honored 1SPGFTTJPO Help enhance your area of nity. From supporting charitable organi- associations, law firms, corporate law tradition and proud reputation of the practice by participating in meetings with zations to leading volunteer events, there departments and law schools; Bar Classi- “Philadelphia Lawyer.” Renew your government and administrative agency are a plethora of opportunities for you to fieds and Lawyer Profiles; list serve access; membership by March 31 and save $15. officials, key court personnel and elected take advantage of. discounted tickets to cultural institutions; Contact Member Services Manager An- officials to discuss proposed changes in Additional benefits include: Insur- and much more. drea Morris, at 215-238-6313 for more the law or rules of practice. Work side- ance brokerage services through USI We remain committed to support- information. Author’s Organic Approach to Law Concentrates on Relationships, Happiness

■ By Luke W. Sampson mountain,” explaining how many lawyers end up saying “Tis isn’t what I wanted NO MATTER THE INCOME, TODAY’S to do. I didn’t go to law school to pay bills practice of law carries a notoriety that and die.” is far from the noontime martinis and “When I started 20 years ago, profes- Bentley-driven glamour portrayed on sionalism was different, we didn’t expect television. For many attorneys, the typi- responses in 10 minutes; we didn’t send cal day begins and ends with a text, tweet emails at 4:30 p.m. demanding discovery or email, staring at one screen or another, and at 9:30 a.m. email the lawyer saying carrying the weight of their clients’ prob- ‘why haven’t I heard from you?’ Actu- lems or fending off an opposing counsel ally, we didn’t use email. Everything was whose style of advocacy oozes with faxed. Tere was no texting – it just didn’t toxicity. But for Miami attorney Brian exist.” While he is far from “anti-tech,” L. Tannebaum, who built his practice 20 Tannebaum explained, “I haven’t updated years ago from what he calls “an organic my website in 10 years; perhaps it is really

approach,” the practice of law has been affecting my practice, but I can’t tell. I Lyons Jeff by Photo not only successful, but fulfilling. built my practice by meeting people.” Brian L. Tannebaum says he built his practice by meeting people. The Miami- In contrast to his own experience, Rather than focusing on the Internet, based lawyer and author recently spoke at a Young Lawyers Division program. Tannebaum has become greatly disturbed Tannebaum urges an “organic” approach by what is commonly stated as “neces- to building one’s practice – relationships. it’s declining them. Do you really want In conclusion, Tannebaum maintained sary” for a happy, successful practice of “Few people talk about referral sources… more and more clients? Maybe you want that relationships are, and continue to law. So he wrote “Te Practice: Brutal getting out there and meeting people, quality. Tis notion is not frequently be, the cornerstone of his success – not Truths About Lawyers and Lawyering.” thanking people who do things for you,” discussed today.” Admittedly a luxury, just with current or potential clients, but Tannebaum flew to Philadelphia recently he said. Tannebaum maintains that the key is colleagues. “Don’t forget the opposing to discuss the message of his book at a Acknowledging the variety of ways to “knowing that you’re really in control counsel you mess with today, may some Young Lawyers Division program. build a profitable law practice, Tan- of what the practice is all about; mak- day later be responsible for something Tannebaum senses a misplaced reliance nebaum sees the “race for more clients” ing money, being happy, remembering having to do with you. And yes, he will on technology and volume-based clientele as a slippery slope. In his experience, why you went into this to begin with. So absolutely remember.” as essential to the practice of law, “Tech- Tannebaum saw that the “quality” of many of us are on a treadmill, it’s time to nology and the desire to get more and clients was paramount in his practice stop and think about what the end game Luke W. Sampson (LSampson@RBovarnick. more is causing us to just go crazy; we’re – not quantity. “Being successful in the is here and whether we’re really happy com) is an associate with Bovarnick & Associ- constantly trying to push this ball up the practice of law [hasn’t been] getting cases, doing what we’re doing.” ates, LLC. philadelphiabar.org February 2015 Philadelphia Bar Reporter 5 Business Law Section Honors The Business Law Section presented its annual awards on Jan. 13 at Estia. Pictured from left are Michael D. Ecker, immediate- past chair of the Business Law Section; Lee Applebaum, winner of the Albert S. Dan- dridge III Business Law Section Diversity Award; Mitchell L. Bach, the Dennis H. Re- plansky Memorial Award recipient; Graham H. Laub, who accepted the Committee of the Year Award on behalf of the Securities Regulation Committee; and Kate Tepper, who received Committee Chair of the Year honors for her work with the Small Busi- ness Committee. Photo by Jeff Lyons Jeff by Photo Tel Aviv Law School Dean Explains Israeli Law the Israeli parliament (Knesset) passed the person’s rights. Professor Dean compared the committee determines the high court, ■ By Nicole Gerson Basic Law: Human Dignity and Liberty. this to the strict scrutiny test. and the high court has the power to strike Tis began the constitutional revolution, Most recently, the Israeli Supreme down laws. UNLIKE THE AMERICAN COURT SYSTEM, giving the Supreme Court the right to Court struck down laws permitting first Te dean said if a company is incor- there is only one court system in Israel, overturn any law that contradicted the a three-year detention, then a one-year porated in Israel, or is only listed on the under the auspices of the Supreme Court, Basic Law. Just three years later, in 1995, detention, of Africans who came to Israel stock exchange in Israel, then obviously, Ron Harris, Tel Aviv University Law the Supreme Court overturned Israeli illegally. Te purpose of the law was to Israeli law is applied. However, many School dean and professor explained at law, in Bank Mizrahi v. Te Minister of give Israel time to determine if the Afri- Israeli companies have dual listings in a recent program hosted by the Philadel- Finance, which Dean Harris compared to cans were seeking asylum (refugee status) NASDAQ or the NYSE, as well as the Tel phia Bar Association and the Louis D. Marbury v. Madison. Te Israeli Supreme or were migrant workers. Te last case Aviv Stock Exchange. In addition, many Brandeis Law Society. Court has overturned the legislature at was decided by looking at other relevant Israeli companies are incorporating in Dean Harris discussed judicial review, least a dozen times. Te Supreme Court countries’ detention policies, and the Delaware. Te state actively seeks Israeli judicial selection, corporate law com- uses a proportionality test to determine court implied that a six-month detention companies to incorporate in Delaware to parison and Tel Aviv University. He said if a law violates the Basic Law. In other would be permissible. provide them both access to the Ameri- Israeli law is based upon British law and words, the law must be proportionate to Dean Harris said a nine-member can stock exchange and the advantage of there is no written constitution. In 1992, the need, so that is does not over-violate a committee selects judges. Te commit- Delaware’s corporate laws. tee is made up of the minister of justice, Recently, TEVA Pharmaceuticals tried another minister, the president justice of to use a loophole in both American and the Supreme Court, two other Supreme Israeli law to stop disclosing executive Court Justices, two Knesset members compensation. Both the U.S. and Israel (usually one from the coalition party, require the disclosure of executive com- and one from the opposition party), pensation, but loopholes exist for foreign and two attorneys. A majority appoints companies. Two Tel Aviv University most judges, but a super-majority of Law professors challenged TEVA with seven must appoint Supreme Court jus- a class action suit. Te suit was settled, tices. Te president justice is determined and TEVA agreed to disclose executive by seniority, based upon the number of compensation. In addition, Israel’s law years on the Supreme Court. Mandatory in that regard was amended to close such retirement age is 70. Tere is currently loopholes in the future. one Israeli-Arab on the Supreme Court. Dean Harris said Tel Aviv University Other Israeli-Arabs serve as judges and on has nine faculties – medicine, life sciences, the selection committee. arts, humanities, law, social sciences, exact Te process has changed from being sciences and engineering. Tere are 125 one of only professional considerations departments and 130 research insti- to one that also includes political tutes. Te university has about 30,000 considerations. Frequently, judges are students, and the law school has about appointed in blocks to satisfy different 1,500 students. Law school in Israel is not constituents. In addition, membership a three-year program like in the U.S. – it to the committee is highly sought after includes undergraduate and graduate by politicians, justices and lawyers, since continued on page 17

6 Philadelphia Bar Reporter February 2015 philadelphiabar.org PRO BONO SPOTLIGHT: GOOD SHEPHERD MEDIATION PROGRAM Resolving Conflicts Outside the Court System ■ By Eric Rosenfeld or valuable assets to consider. But it was difficult on both vexing encounters. At the end of the process, the parties parties. During the first session, they expressed a lot of achieved an agreement they designed and implemented GOOD SHEPHERD MEDIATION PROGRAM (GSMP) is hurt and frustration. At several points, one spouse was on their own. Neither felt that someone had decided for Philadelphia’s only community mediation center. GSMP ready to walk out. We reminded them that mediation him or her. Self determination is the heart of mediation, was founded more than 30 years ago with a mind is voluntary and that stopping is an acceptable decision. and something that mediators must understand: media- toward resolving conflicts outside of the court system. We reiterated that our role as mediators is to give a voice tion presumes that parties are capable of representing Under the leadership of Executive Director Cheryl in the outcome of their matter by avoiding the need for their own interests. GSMP’s training program taught me Cutrona, GSMP attracts dozens of attorney volunteer a third-party decision that may not satisfy either party. how to assess the suitability of mediation for prospective mediators for the hundreds of conflicts it mediates an- Ultimately, the parties decided to return for two addi- parties to ensure that mediation is appropriate. Extensive nually. Most of us think of pro bono work as free court tional sessions. One sticking point was who would get domestic violence screening is completed in caucus prior appearances or brief writing rather than mediation. I urge the original family pictures. It became clear that most to the beginning of custody and divorce mediation. you to contribute to our legal community by becoming a of these “originals” were prints of digital files. It would Mediation and courtroom-based legal advocacy share volunteer mediator with GSMP. be easy enough to print more “originals” but the prints some common traits. But what separates mediation is After completing mediation training and apprenticing represented more than mere paper. What helped resolve that the process rises to the fore. Parties are elevated to the through GSMP, volunteer mediators assist on all aspects this impasse was that the upset party was able to explain status of decision-makers. With this agency comes power. of a case: intake, mediation and follow-up. Since 2012, this feeling to the other party. It did not change what ul- As mediators, we must support and facilitate the parties’ I have served as a volunteer mediator, mediating or co- timately happened (both parties obtained digital copies of choices, allowing them to enact a resolution based upon mediating custody disputes at Philadelphia Family Court, the pictures), nevertheless, mediation provided a forum their terms. and divorce disputes and victim-offender conferences to cathartically clarify the issue blocking the agreement For more information about Good Shepherd Media- at GSMP. I am proud to be involved in a program that on this and related issues. Similar examples reminded me tion Program, call 215-843-5413 or visit phillymediators. boasts a voluntary mediation success rate of more than 90 that mediators must encourage parties to arrive at deci- org. percent in some categories. sions by whatever methods move them toward resolu- One case I co-mediated involved a couple divorc- tion. Eric Rosenfeld ([email protected]) is an attorney at Te ing after 10 years of marriage. Divorce is hard enough One enduring aspect of this mediation is that it was Welcoming Center for New Pennsylvanians. without factoring in the emotional and financial costs of concluded over two to three sessions. Te parties were the process. Mediation seeks to minimize the tolls in both required to collect data and complete other “home- categories. Tis couple had two children. Tey owned a work” in between sessions. Tis reduced unnecessary house that was under water. Tere were no complicated face-to-face time during what can no doubt become

philadelphiabar.org February 2015 Philadelphia Bar Reporter 7 YLD Update Building Professional Network Worth the Time THE VALUE OF BUILDING By Maria E. Bermudez for everyone, and the you are serious about your professional professional relation- Bar is committed to fos- growth. During the Retreat, it ships is something every tering the development Tis is just the start. Building and was made very clear attorney, especially every of young attorneys. maintaining professional relationships young attorney, should Here are some practi- is not an art or skill. It is an intentional that Chancellor Al be acutely aware of. cal tips from senior at- action. It is an investment in yourself and Dandridge, the Bar Yet, many attorneys, torneys, along with some one that every young lawyer should take particularly those who observations that I have seriously. Cabinet, and Board of are young, are neither witnessed to be effective Tere are many reasons why develop- Governors, including knowledgeable about in building sustainable, ing professional relationships is so impor- nor motivated to invest professional relation- tant. It is no secret in Pennsylvania that Section and Commit- in long-term profes- ships: attorneys develop referral relationships tee chairs, have a vested sional relationships. Is it t4IPXVQIn order with other attorneys with a potential because they don’t know how? Perhaps to “network-it” you have to be present. economic advantage. More importantly, interest in Philadel- young attorneys are overwhelmed with Tis means going to events regularly. when you are referring work within your phia’s young lawyers the pressure of billable hours or their Folks may not remember your face or network, you are offering an important workloads, which is understandably time practice area the first or second time they service to your client. You are referring and want to support consuming based on the learning curve. meet you, but eventually they will. them to someone outside your practice us in our professional Or maybe they don’t see the benefits? t'PMMPXVQIt is not enough to just area that you know will take care of them. Having just returned from the Bar show up at an event, make casual con- Establishing a referral base can take years, endeavors. Leaders Retreat, I thought it especially versation and exchange cards. You need but if you do it right, there is no question important to discuss this issue as we to follow up afterwards. Send a letter, that you can build a strong business and burdensome. But, it’s worth it! Meeting start a new year. During the Retreat, it card or email confirming the meeting positive reputation. and communicating with others will help was made very clear that Chancellor Al and schedule lunch, coffee or a cocktail Tere is also a very practical advantage. you to grow professionally, build sustain- Dandridge, the Bar Cabinet, and Board to further discuss where you are in your As young lawyers, we may be intel- able relationships and develop a true sense of Governors, including Section and career and how you can potentially help ligent, but we lack experience. It is such of purpose in your career. I recently had Committee chairs, have a vested interest one another. Tere are many articles and a confidence boost to be able to pick up a conversation with a colleague about my in Philadelphia’s young lawyers and want books dedicated to this concept, includ- the phone and bounce ideas off some- Bar involvement, and she thought it was to support us in our professional endeav- ing “Never Eat Alone” by Keith Ferrazzi. one more experienced. Even better, can great, but a huge sacrifice. Tis was my ors. After all, we are Philadelphia’s future, t6TF:PVS#VJMU*O/FUXPSL Many you imagine the feeling when you learn response: “I can see how it looks that way, right? of us young lawyers work for firms or your opposing counsel is someone you but these are my friends. I like to spend For some attorneys, networking organizations and have supervising attor- volunteered with last month to serve time with them, I learn a lot from them comes naturally. Tey can show up, neys/partners. It is in your firm’s interest dinner to those in need? Tese are real, and we love to volunteer together. It’s not make casual but intentional conversation for you to grow professionally and your tangible examples of the benefits of build- work for me.” I want that for every young and exchange business cards. For other partners will help you. Ask to join when ing professional relationships and Bar lawyer in Philadelphia. attorneys, it is not as easy. Tere is social they are going to professional association involvement. anxiety, feelings of intimidation and fear meetings or even when they are entertain- Networking and building professional Maria E. Bermudez (mbermudez@paworkin- of rejection. I am here to tell you that the ing clients. Even if they turn you down, relationships are valuable investments, jury.com), an associate with Martin LLC, is Philadelphia Bar Association has a place which is highly unlikely, they will know often time consuming and financially chair of the Young Lawyers Division. TO LAWYER LAWYER REFERRALS For details on placing a Lawyer to Lawyer referral ad, contact Lana Ehrlich at 215-557-2392 or [email protected].

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8 Philadelphia Bar Reporter February 2015 philadelphiabar.org Bar Foundation Boost Morale with February Giving Challenge THE MONTH OF FEB- By Steven E. Bizar cial support. Te lack of ruary is unlikely to access is a national crisis that February’s gloomy weather can wear on a person’s be named as anyone’s will require years of effort psyche. The good news is that giving to the Bar favorite month of the to solve, not once-a-year year, especially here donations. To put the local Foundation might provide you with an emotional in Philadelphia. It is problem in perspective, boost. Countless studies show that charitable giv- typically one of the Pennsylvania has less than snowiest and coldest 1.5 civil legal aid attorneys ing makes us happier. months, and is far available for every 10,000 removed from the people in poverty. Even with figurative warmth of year-round support, that is the holiday sea- a significant deficit and one son and the literal of which we should remain ated with pleasure. More importantly, Finally, February yields numerous warmth of spring. Maybe that is why it is cognizant. by contributing to the Bar Foundation opportunities to give in the spirit of Black also the month in which charitable giving Second, as evidenced by the statistics, you will be giving an emotional boost to History Month, Presidents Day and is at its lowest ebb. According to the most February is the time when donations someone else who could really use one. Valentine’s Day, utilizing the Bar Foun- recent annual statistics from the Black- are most necessary. For many nonprofit Consider that the donation you give will dation’s various tribute/memorial gift baud Idea Lab, only about 6 percent of and pro bono organizations, cash flow is help someone – perhaps an entire fam- options. By making a donation in honor U.S. charitable giving in 2013 happened an ongoing challenge. According to the ily – that is facing tremendous hardship of an exceptional African-American at- in February. Comparatively, December Nonprofit Finance Fund’s 2014 State of brought on by a legal crisis. Imagine torney, a past/current president, or a loved 2013 saw nearly three times that amount the Nonprofit Sector Survey, more than having to choose between mounting a one in the Philadelphia legal community, donated to various charities. half of nonprofits have only three months legal defense and paying rent or a heating your welcome donation may carry with Between the endless talk about the or less of cash on hand. Te organiza- bill. It is a choice the Bar Foundation and it an added message of inclusion or ap- “season of giving” and the tax implica- tions that the Bar Foundation supports its grantee organizations believe no one preciation. tions of donating before the end of the need donations throughout the year to should have to make. I admit, there is never a bad time calendar year, these numbers make a maintain the critical services that they Also, giving during the month of to donate to the Bar Foundation. Te certain amount of logical sense. But I’d provide. As we are all well aware, the need February sets a tone for the remainder efforts that each of you makes each year contend that there are a number of more for representation and legal services does of the year. Many people set New Year’s are valued and appreciated, no matter compelling reasons to donate to the not adhere to any specific timeline or resolutions to give more back to the the month. I also realize that you may be Philadelphia Bar Foundation cause dur- calendar; it is constant. community. Too often those resolu- among those who donated generously in ing the month of February. Tat is why I February’s gloomy weather can wear tions do not survive to March. Research December. I would suggest to you that am calling on Philadelphia Bar supporters on a person’s psyche. Te good news is shows that a third of people who make even a small contribution during Febru- to make this month one of the Bar Foun- that giving to the Bar Foundation might New Year’s resolutions do not even keep ary, when many choose not to donate at dation’s most successful in 2015. Here are provide you with an emotional boost. them past January. Donating in February all, would make a significant impact. some of the reasons I believe we should all Countless studies show that charitable will help you to make charitable giving consider donating now. giving makes us happier. One recent a habit. Whether or not giving back is Steven E. Bizar ([email protected]), First, ensuring access to justice to those study from a researcher at the University a resolution of yours, donating in the executive shareholder at Buchanan Ingersoll living in poverty and facing injustice is of Oregon revealed that giving to charity month of February will set the tone for & Rooney PC, is president of the Philadelphia something that requires consistent finan- activates the portion of the brain associ- the year ahead. Bar Foundation. TO LAWYER LAWYER REFERRALS For details on placing a Lawyer to Lawyer referral ad, contact Lana Ehrlich at 215-557-2392 or [email protected].

For more information on placing a Lawyer to Lawyer referral ad, please contact

LANA EHRLICH at

215-557-2392 or [email protected]

philadelphiabar.org February 2015 Philadelphia Bar Reporter 9 Supreme Court Admission Ingram Award Presentation with Bar Colleagues May 18

THE PHILADELPHIA BAR ASSOCIATION WILL check made payable to the Philadelphia Bar move up to 50 of our members for admis- Association. Te cost to attend the ceremony sion to the Bar of the United States Supreme is $225 for members of the Philadelphia Court on Monday, May 18. Te admission Bar Association which includes your ap- ceremony will be made to the full court sit- plication fee and a continental breakfast. ting in Washington, D.C. Please include an additional $25 if you are Te court’s requirements for a group an Association member and plan to bring admission ceremony are very comprehen- a guest. If you are not a member of the sive. To review these requirements and to Philadelphia Bar Association, the fee is $325. download the forms for admission please Per the Supreme Court’s rule, each inductee visit www.supremecourt.gov/bar/baradmis- is permitted to bring only one guest. Please sions.aspx for the link for the Bar Admissions send payment to: Attn: Dawn Petit, Phila- Form and Bar Admissions Instructions. delphia Bar Association, 1101 Market Street, Please read the instructions carefully. Once 11th Floor, Philadelphia, PA 19107. Do not you have determined that you are eligible send the application directly to the Supreme for admission, please print out and complete Court.

the Admission Form. Te instructions and Te event will be on a first-come, first- Avakian-Hardaway Meredith by Photo guidelines are very specific and must be fol- served basis and all applications must be Jeremy C. Rosenbaum (from left) and Rebecca G. Levin present the Cheryl lowed scrupulously. Do not fold the applica- received by 5 p.m. on Monday, March 23. Ingram Advocate for Justice Award to Montgomery County Register of Wills D. Bruce Hanes on Jan. 20. The presentation was made at a reception of tion or use staples. Use paper clips only. If you have any questions regarding this the LGBT Rights, Civil Rights and Immigration Law Committees at The Field Once you have successfully completed the event, contact Dawn Petit at 215-238-6367 House. Hanes was recognized for his decision to issue marriage licenses to Admission Form, please mail it along with a or [email protected]. same-sex couples before the ban on marriage was lifted.

willingness to do what is right although Melber contributed chapters to the and he has participated in several online Quarterly Meeting sometimes unpopular; demonstrates legal books “America Now,” (St. Martins, coalitions advocating transparency and continued from page 1 acumen or scholarship; and exhibits great 2009) and “At Issue: Affirmative Ac- open government. humility. tion,” (Cengage, 2009), and he authored Tickets to the event, which begins at Comisky and Judge G. Fred DiBona to From 2009 to 2013, Melber practiced “Te Permanent Field Campaign in a 12 p.m. at the Hyatt at Te Bellevue, an outstanding member of the bench or law at a major New York firm, special- Digital Age” (techPresident, 2010), a Broad and Walnut streets, are $65 for bar who acts as a superb mentor and advi- izing in First Amendment, reporter’s 74-page special report about Organizing members; $55 for YLD members, public sor to clients, the Bar, the judicial system privilege and copyright litigation. Melber for America. Melber founded “Ask Te interest and goverment members; $25 for and/or the community; makes a differ- received a J.D. from , President,” a project to inject citizen ques- law student members; and $75 for non- ence in the lives of others irrespective of where he was an editor of the Cornell tions into White House press conferences, members. Tickets can also be purchased race, ethnicity, religion, disability, gender Journal of Law and Public Policy, and he which Columbia Journalism Review at philadelphiabar.org. or sexual orientation; demonstrates a is a member of the New York Bar. dubbed “an idea whose time has come,”

Philadelphia Bar Association Quarterly Meeting and Luncheon Tuesday, March 10, 2015 at 12 p.m. at the Hyatt at The Bellevue, Broad and Walnut streets

r'FBUVSJOHLFZOPUFSFNBSLTCZ"SJ.FMCFSPG.4/#$ r1SFTFOUBUJPOPGHPMECPYUP*NNFEJBUF1BTU$IBODFMMPS8JMMJBN1'FEVMMP r1SFTFOUBUJPOPG+VTUJDF4POJB4PUPNBZPS%JWFSTJUZ"XBSE r1SFTFOUBUJPOPG-JGFUJNF"DIJFWFNFOU"XBSEJO.FNPSZPG.BSWJO$PNJTLZBOE+VEHF('SFE%J#POBCZ+VTUJOJBO4PDJFUZ#SBOEFJT-BX4PDJFUZ'PVOEBUJPO

Please make ______reservations for the Philadelphia Bar Association’s Quarterly Return to: Meeting and Luncheon. Tickets are $65 for members; $55 for YLD members, public Quarterly Meeting and Luncheon interest and goverment members; $25 for law student members; and $75 for non- Philadelphia Bar Association members. Checks should be made payable to the Philadelphia Bar Association. 1101 Market St., 11th foor Philadelphia, PA 19107-2955 Name: ______Credit Cardholder: ______Firm/Employer: ______Visa _____ MasterCard _____ American Express Address: ______Card number: ______Expiration date: ______Phone: ______Fax: ______Signature: ______E-Mail: ______Credit card payments should be faxed to Bar Headquarters at (215) 238-1159 | Purchase tickets online at philadelphiabar.org

10 Philadelphia Bar Reporter February 2015 philadelphiabar.org IN OUR COMMUNITY: CITY YEAR PHILADELPHIA Law School Idea Helps Keep Kids in High School ■ By Laurie Backall question of a young person in America numbers – and the the sixth grade have would be, “Where did you do your year social injustice that Get Involved only a 25 percent THE IDEA FOR CITY YEAR WAS BORN of service?” Today, their idealism has accompanies them. chance of graduating inside a dorm room at Harvard Law been matched by overwhelming enthu- Every child can To get involved with City Year, high school on time. School in 1988. Roommates Michael siasm from young people who want a learn, and education contact Laurie Backall at City Year City Year Ameri- Brown and Alan Khazei were inspired chance to serve their country. Nearly can help children Philadelphia at [email protected]. Corps members are by the idealism of young high school and 20,000 young people have given a year reach their full helping students real- college graduates and formulated a plan of full-time service with City Year since potential, regard- ize significant gains. to channel that idealism into productive its founding, and this year more than less of where they grow up. Te reality Tis year in Philadelphia, 255 City Year ways to improve the community. Tey 2,800 City Year AmeriCorps members in high-poverty urban schools is that 50 AmeriCorps members are serving in 19 believed young people were an untapped are serving students in schools in 26 cities percent of the students don’t show up for schools and reaching more than 13,000 resource for addressing our country’s across America, along with affiliates in the school every day, have behavior chal- students every day. Preliminary results challenges. United Kingdom and South Africa. lenges, or aren’t at grade level in math or for the year are impressive, with nearly City Year, the organization they Nationwide, 81 percent of students English. Tey need extra support. Tis three in four students who worked with founded, is an education-focused non- graduate from high school on track results in a gap between what students in corps members demonstrating improved profit that partners with teachers and and on time. While that number has high-poverty schools need and what their attendance in the first half of the school schools to help young people succeed. been steadily increasing for the last two schools are designed to provide. year. Last year, 70 percent of students Te organization places 17- to 24-year- decades, it has been lagging behind City Year partners with these schools tutored by corps members improved their old AmeriCorps members in high-need in Philadelphia. Here, 64 percent of to help bridge that gap. Te organization literacy assessment scores and 65 percent classrooms in high-poverty communities students graduate from high school with focuses on supporting students in three improved their math scores. across America where they serve as tutors, their peers. Tis disparity, where students key areas, which research has shown can mentors and role models to students, in high-poverty urban schools underper- predict which students are at risk of drop- Laurie Backall ([email protected]) is helping them stay in school and on track form their peers in more affluent areas, is ping out of school. Tey are attendance, managing director of development at City Year to graduate. echoed in communities across the United behavior and course performance in math Philadelphia. Michael and Alan shared a vision States. City Year’s AmeriCorps mem- and English. Students who fall behind in that one day the most frequently asked bers are working to turn around these one of these areas by the time they reach

Chancellor Helps Paralegals Begin New Year Chancellor Albert S. Dandridge III installs the offcers of the Board of Directors of the Philadelphia Association of Parale- gals at the group’s Quarterly Luncheon on Jan. 13. Photo by Andrew Ludewig - MTI Photography LLC © 2015 © LLC Photography MTI - Ludewig Andrew by Photo Philadelphia VIP Honors Corey Miller as Top Volunteer PHILADELPHIA VIP PROUDLY RECOG- attorney/mentor who assisted him in teering allows you to practice problem- ment to pro bono looks like in the Phila- nizes Corey M. Miller for providing taking homeownership cases. Since then, solving skills on behalf of a homeowner in delphia Mortgage Foreclosure Diversion legal services to low-income families in he has assisted five VIP clients to stay in need. Not only do homeowners leave in program,” said Ourania Papademetriou, Philadelphia. their homes. Corey serves as a volunteer a much better bargaining position, they VIP managing attorney. “He has con- Corey is an associate attorney at KMS through VIP’s Mortgage Foreclosure take pride in saying “I have a lawyer.” sistently gone above and beyond for his Law Offices, specializing in estate plan- Diversion Program. He recommends volunteering with the VIP clients and works creatively toward a ning and administration. He was intro- As an active Mortgage Foreclosure vol- Mortgage Foreclosure Diversion program resolution for each one. Corey has been a duced to Philadelphia VIP as a Brandeis unteer, Corey helps negotiate with banks as well as other VIP programs, especially tireless advocate for some of our needi- Fellow in 2013. Te Brandeis Fellowship, and lenders to figure out loan modifi- for younger attorneys looking for experi- est homeowners, who are lucky to have a program of the Louis D. Brandeis cations and payment plans so that his ence. “It’s the perfect opportunity to get Corey on their side.” Law Society, provides recent law school clients are able to avoid foreclosure. Corey yourself out there and practice law,” he VIP applauds his commitment to help- graduates the opportunity work on civil recognizes volunteering with VIP as a way explains. “No matter what you’re looking ing VIP provide quality legal assistance to matters pro bono through Philadelphia to both expand his legal knowledge and to do, VIP will help facilitate it!” those in need. VIP. Corey was paired with a volunteer serve his community. He says, “Volun- “Corey exemplifies what a commit- philadelphiabar.org February 2015 Philadelphia Bar Reporter 11 HEALTH CARE REFORM UPDATE FROM USI AFFINITY Flexibility for Employers in Building Benefit Plans year, per employee). wraparound coverage does not exceed the of Health and Human Services (HHS), ■ By Brian McLaughlin “Limited wraparound coverage” is indexed maximum annual salary reduc- in a form and manner specified in limited benefits provided through a group tion contributions toward health FSAs guidance, information HHS reasonably NEW DEPARTMENT OF LABOR (DOL) health plan that wrap around either ($2,550 for 2015). For this purpose, the requires. PROPOSED RULES would give employees “eligible individual health insurance.” cost of coverage includes both employer Wraparound benefits offered in con- who otherwise may not be able to get “Eligible individual health insurance” is and employee contributions toward junction with eligible individual health generous employer-based benefits access individual health insurance coverage that coverage and is determined in the same insurance must satisfy all of the following to high-level benefits and would give is not a grandfathered health plan, not a manner as the applicable premium is requirements: businesses, including small businesses, transitional individual health insurance calculated under a COBRA continuation t&MJHJCJMJUZGPSUIFXSBQBSPVOEDPWFS- new flexibility to meet the unique needs market plan, and does not consist solely provision. age is limited to employees who are not of their workforce. Limited wraparound of excepted benefits that include certain /PEJTDSJNJOBUJPOTe limited full-time employees (FTEs) and their coverage can be provided to help em- dental and vision plans, health FSAs and wraparound coverage does not impose dependents, including retirees and their ployees who have qualifying individual HRAs). To qualify as excepted benefits, any preexisting condition exclusion; does dependents. coverage. the limited benefits must meet all of the not discriminate against individuals in t'PSFBDIZFBSGPSXIJDIXSBQBSPVOE An employer cannot offer employees following requirements: eligibility, benefits or premiums based on coverage is offered, the employer that is cash to reimburse the purchase of an indi- $PWFSBEEJUJPOBMCFOFmUTTe any health factor of an individual; and the sponsor of the plan offering wrap- vidual policy, whether the employer treats limited wraparound coverage provides does not, nor does any other group health around coverage, or the employer par- the money as pre-tax or post-tax to the meaningful benefits beyond coverage of plan coverage offered by the plan sponsor, ticipating in a plan offering wraparound employee. Such arrangements are subject cost sharing under either the eligible indi- discriminate in favor of highly compen- coverage, offers to its FTEs coverage that to the market reform provisions of the Af- vidual health insurance. Te wraparound sated individuals. is substantially similar to coverage that fordable Care Act, including prohibition coverage must not provide benefits only 1MBOFMJHJCJMJUZIndividuals eligible the employer would need to offer to on annual limits and the requirement under a coordination-of-benefits provi- for the wraparound coverage cannot be its FTEs in order not to be subject to a to provide certain preventive services sion and must not merely be an account- enrolled in excepted benefit coverage that potential assessable payment under the without cost sharing with which it cannot based reimbursement arrangement. is a health FSA. employer penalty, if such provisions were comply. Such an arrangement may be -JNJUFEJOBNPVOUTe annual 3FQPSUJOHTe plan sponsor of a applicable; provides minimum value; and subject to a $100/day excise tax per ap- cost of coverage per employee (and any group health plan offering wraparound is reasonably expected to be affordable plicable employee (which is $36,500 per covered dependents) under the limited coverage must report to the Department continued on page 17

THE LEGAL DIRECTORY 2015

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12 Philadelphia Bar Reporter February 2015 philadelphiabar.org PNC Perspectives Designing Personalized Trust in Delaware

ONE FEATURE AVAILABLE FOR A DELA- Many settlors like to By Carol Claytor ware trust is the settlor’s ability to person- name themselves as the alize the trust to satisfy the settlor’s investment advisor of their preference in managing assets or making trust and have the ability to other decisions pertaining to the trust. In direct the trustee to set up SolutionsSM, Vested Interest®, and PNC Institutional Advisory SolutionsSM for the various discretionary and non-discretionary this month’s interview, I sat down with accounts at several invest- can offer the settlor institutional investment activities conducted through PNC Bank Heather Flanagan, senior wealth planner ment management firms, more opportunity for and through PNC’s subsidiary PNC Capital Advisors, LLC, a regis- for PNC Wealth Management®, to dis- hold special assets like control, flexibility and UFSFEJOWFTUNFOUBEWJTFS i1/$$BQJUBM"EWJTPSTu 4UBOEBMPOF cuss the flexibility that is associated with closely held entities and customization to ac- custody, escrow, and directed trustee services; FDIC-insured banking products and services; and lending of funds are also pro- establishing a family trust in Delaware. also hold alternative invest- complish the family’s vided through PNC Bank. Securities products, brokerage servic- $BOBTFUUMPSOBNFTQFDJBMJ[FEBEWJ- ments like hedge funds or financial and estate es, and managed account advisory services are offered by PNC TPSTXJUIB%FMBXBSFUSVTU a highly concentrated stock planning goals. Tose Investments LLC, a registered broker-dealer and a registered investment adviser and member of FINRA and SIPC. Insurance Delaware’s direction trust statute gives position. Naming a distri- interested in drafting products may be provided through PNC Insurance Services, LLC, the settlor the power to name separate bution advisor can also be very attractive a Delaware direction trust may want to a licensed insurance agency affliate of PNC, or through licensed and specialized advisors to direct the for settlors who want to make sure that engage Delaware counsel. insurance agencies that are not affliated with PNC; in either case a licensed insurance affliate may receive compensation if trustee on particular matters. A directed someone who knows the beneficiaries is you choose to purchase insurance through these programs. A trust is one in which some of the duties overseeing distributions and making sure Carol Claytor can be reached at carol.claytor@ decision to purchase insurance will not affect the cost or avail- traditionally held solely by one trustee are that distributions are only made at appro- pnc.com or 215-585-5679. For more infor- ability of other products or services from PNC or its affliates. instead unbundled and held by desig- priate times and in appropriate amounts, mation, visit pnc.com/wealthmanagement PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written nated advisors. Te remaining duties are rather than leaving these decisions to a tax services agreement. PNC does not provide services in any The material presented in this article is of a general nature and jurisdiction in which it is not authorized to conduct business. PNC handled by the Delaware trustee, some- corporate trustee. does not constitute the provision by PNC of investment, legal, Bank is not registered as a municipal advisor under the Dodd- times called an “administrative trustee.” 4IPVMEUIFBEWJTPSCFBSFTJEFOUPG tax, or accounting advice to any person, or a recommendation to 'SBOL8BMM4USFFU3FGPSNBOE$POTVNFS1SPUFDUJPO"DU i"DUu  buy or sell any security or adopt any investment strategy. Opin- *TUIFUSVTUFFUIFOFYQPTFEUPBE- %FMBXBSF Investment management and related products and services ions expressed herein are subject to change without notice. The EJUJPOBMMJBCJMJUZBTTPDJBUFEXJUIUIPTF When considering the designation of QSPWJEFEUPBiNVOJDJQBMFOUJUZuPSiPCMJHBUFEQFSTPOuSFHBSEJOH information was obtained from sources deemed reliable. Such iQSPDFFETPGNVOJDJQBMTFDVSJUJFTu BTTVDIUFSNTBSFEFàOFEJO TFQBSBUFMZOBNFEBEWJTPST an advisor to a Delaware trust, the settlor information is not guaranteed as to its accuracy. You should seek the Act) will be provided by PNC Capital Advisors. the advice of an investment professional to tailor a fnancial plan Traditionally, a trustee performs all the should use caution if the advisor is not a i1/$8FBMUI.BOBHFNFOU ui)BXUIPSO 1/$'BNJMZ8FBMUI u to your particular needs. For more information, please contact fiduciary functions of a trust, includ- Delaware resident. Te state of the advi- BOE i7FTUFE *OUFSFTUu BSF SFHJTUFSFE USBEFNBSLT BOE i1/$ PNC at 1-888-762-6226. *OTUJUVUJPOBM"TTFU.BOBHFNFOU ui1/$3FUJSFNFOU4PMVUJPOT u ing exercising investment management sor’s residence may potentially assert juris- 5IF1/$'JOBODJBM4FSWJDFT(SPVQ *OD i1/$u VTFTUIFNBS- BOEi1/$*OTUJUVUJPOBM"EWJTPSZ4PMVUJPOTuBSFTFSWJDFNBSLTPG powers and distribution responsibilities, diction over the Delaware trust and apply keting names PNC Wealth Management® and Hawthorn, PNC 5IF1/$'JOBODJBM4FSWJDFT(SPVQ *OD along with administrative functions like its own state law, with possible adverse Family Wealth® to provide investment, wealth management, and fduciary services through its subsidiary, PNC Bank, National *OWFTUNFOUT/PU'%*$*OTVSFE/P#BOL(VBSBOUFF.BZ-PTF preparing fiduciary accountings and trust consequences. For example, if there is a "TTPDJBUJPO i1/$#BOLu XIJDIJTB.FNCFS'%*$ BOEUPQSP- Value. tax returns. When a trustee delegates any California resident advisor named in the vide specifc fduciary and agency services through its subsid- *OTVSBODF/PU'%*$*OTVSFE/P#BOLPS'FEFSBM(PWFSONFOU iary, PNC Delaware Trust Company. PNC also uses the marketing of these duties to a third party serving trust, California may assert a tax nexus to (VBSBOUFF/PUB%FQPTJU.BZ-PTF7BMVF as a delegated agent, the trustee may the trust, and require the Delaware trust names PNC Institutional Asset ManagementSM, PNC Retirement retain exposure to potential liability for to pay California state income taxes that the actions of the delegated agent. In may not otherwise be payable without a In Our Community contrast, Delaware’s direction trust statute California fiduciary named in the trust. provides clear authority for the settlor to Several other states will tax a trust or as- direct the unbundling of fiduciary func- sert legal jurisdiction over a trust based on tions, the ability to designate advisors to the residence of a fiduciary, a beneficiary perform the named functions, and applies or the settlor named in the trust or the standards for liability associated with the location of the assets associated with the advisor and the trustee. trust. Te legal and tax advisors of the "SFUIFSFPUIFSBEWBOUBHFTUP settlor should refer to the laws of each FTUBCMJTIJOHUIFTJUVTPGUIFUSVTUJO state where a fiduciary, the settlor and the %FMBXBSF beneficiaries are resident to be aware of By setting up a direction trust with a any nexus issues. Delaware corporate trustee, the settlor )PXNJHIUBTFUUMPSDVTUPNJ[FUIF can take comfort from the stability of a NBOBHFNFOUPGB%FMBXBSFUSVTU corporate, state-regulated and adequately Tere are creative opportunities for a capitalized Delaware institution to serve settlor to customize the management of as administrative trustee. Establishing the a Delaware direction trust, depending on situs of the trust in Delaware allows the the circumstances. For example, a settlor settlor to take advantage of all of Dela- may name one direction investment advi- ware’s progressive trust laws, while also sor to oversee all marketable securities in being able to choose separate investment the trust and another advisor to oversee advisors to make investment decisions, as closely held assets within the trust. Advi- well as one or more responsible advisors sor roles can also be carried out by named Walsh Mike by Photo Chancellor Albert S. Dandridge III holds a young resident of Caton Village, a familiar with the family to make distribu- committees if the settlor would like to shelter for women and children in transition, at a Dr. Martin Luther King Jr. tion decisions. have several people making investment day of service on Jan. 19. Dandridge was joined by colleagues from Schnader .BZUIFTFUUMPSOBNFIJNTFMGPS or distribution decisions. When drafted Harrison Segal & Lewis LLP. Service to the community is one of Dandridge’s top IFSTFMGUIFJOWFTUNFOUBEWJTPS properly, a Delaware direction trust priorities for 2015. philadelphiabar.org February 2015 Philadelphia Bar Reporter 13 Bar Association Committee Chairs for 2015 ADVANCING CIVICS Wayne, PA 19087 Molly M. Tack-Hooper Matthew I. Whitehorn EDUCATION (484) 582-5595 ACLU – PA Dilworth Paxson LLP Hon. Genece E. Brinkley [email protected] P.O. Box 40008 1500 Market St., Suite 3500E Philadelphia Court of Common Pleas, Philadelphia, PA 19106 Philadelphia, PA 19102 Trial Division – Criminal CHARITY RUN (215) 592-1513 (215) 575-7166 1404 Criminal Justice Center Eric S. Marzluf [email protected] [email protected] Philadelphia, PA 19107 Caesar, Rivise, Bernstein, Cohen & Poko- (215) 683-7109 tilow, Ltd. CORPORATE IN-HOUSE COUNSEL ENVIRONMENTAL AND [email protected] 1635 Market St., 12th Floor Sophia Lee ENERGY LAW COMMITTEE Philadelphia, PA 19103 Sunoco, Inc. Charles Eppolito, III Nycole Watson (215) 567-2010, ext. 130 1735 Market St., Suite LL White and Williams LLP [email protected] [email protected] Philadelphia, PA 19103 One Liberty Place (215) 977-3624 1650 Market St., Suite 1800 APPELLATE COURTS Manny D. Pokotilow [email protected] Philadelphia, PA 19103 Kimberly A. Boyer-Cohen Caesar, Rivise, Bernstein, Cohen & Poko- (215) 864-6302 Marshall Dennehey Warner Coleman tilow, Ltd. Brennan J. Torregrossa [email protected] & Goggin, P.C. 1635 Market St., 12th Floor GlaxoSmithKline 2000 Market St., Suite 2300 Philadelphia, PA 19103 5 Crescent Drive Marc E. Davies Philadelphia, PA 19103 (215) 567-2010, ext 126 Philadelphia, PA 19112 Marc Davies, P.C. (215) 575-2707 [email protected] (215) 751-4181 414 Crescent Road [email protected] [email protected] Wyncote, PA 19095 CHARTER & BYLAWS (215) 876-7636 Carl A. Solano Rudolph Garcia DELIVERY OF LEGAL [email protected] Schnader Harrison Segal & Lewis LLP Buchanan Ingersoll & Rooney PC SERVICES 1600 Market St., Suite 3600 Two Libert y Place Karen C. Buck Joanna A. Waldron Philadelphia, PA 19103 50 S. 16th St., Suite 3200 SeniorLAW Center Land Air Water Legal Solutions LLC (215) 751-2202 Philadelphia, PA 19102 Two Penn Center 1000 Westlakes Drive, Suite 150 [email protected] (215) 665-3843 1500 John F. Kennedy Blvd., Suite 1501 Berwyn, PA 19312 [email protected] Philadelphia, PA 19102 (610) 898-3835 BAR ACADEMY (215) 701-3201 [email protected] Hon. A. Michael Snyder, Chair CIVIL GIDEON AND ACCESS TO [email protected] Dispute Resolution Institute JUSTICE TASK FORCE Bryan P. Franey, Vice Chair Two Logan Square Catherine C. Carr Joseph A. Sullivan Manko, Gold, Katcher & Fox, LLP 18th and Arch streets, Suite 660 Community Legal Services Pepper Hamilton LLP 401 City Ave., Suite 901 Philadelphia, PA 19103 of Philadelphia 3000 Two Logan Square Bala Cynwyd, PA 19004 (215) 656-4374 1424 Chestnut St. 18th and Arch streets (484) 430-5700 [email protected] Philadelphia, PA 19102 Philadelphia, PA 19103 [email protected] (215) 981-3700 (215) 981-4304 Nikki Johnson-Huston, Vice Chair [email protected] [email protected] Sarah B. Silver, Vice Chair Law Office of Nikki Johnson-Huston, Langsam Stevens Silver & Hollaender LLC Joseph A. Sullivan DIVERSITY IN THE LLP 1515 Market St., Suite 1200 Pepper Hamilton LLP PROFESSION 1818 Market St., Suite 3400 Philadelphia, PA 19102 3000 Two Logan Square Kevin V. Mincey Philadelphia, PA 19103 (267) 225-1805 18th and Arch streets Mincey & Fitzpatrick, LLC (215) 732-3522 [email protected] Philadelphia, PA 19103 1500 John F. Kennedy Blvd., Suite 1525 [email protected] (215) 981-4304 Philadelphia, PA 19102 BAR-NEWS MEDIA [email protected] (215) 587-0006 Kenneth J. Warren, Vice Chair Gina Furia Rubel kevin@minceyandfitz.com Warren Environmental Counsel LLP Furia Rubel Communications, Inc. CITY POLICY 975 Mill Road 2 Hidden Lane, Building 2 David L. Hyman ELECTION PROCEDURES Millridge Manor House Suite A Doylestown, PA 18901 Kleinbard LLC Alexander B. Giacobetti Bryn Mawr, PA 19010 (215) 340-0480 One Liberty Place, 46th Floor Law Offices of Alexander B. Giacobetti (484) 383-4830 [email protected] 1650 Market St. Two Penn Center, Suite 1205 [email protected] Philadelphia, PA 19103 1500 John F. Kennedy Blvd. BENCH-BAR CONFERENCE (215) 496-7224 Philadelphia, PA 19102 FEDERAL COURTS Julia Swain [email protected] (215) 563-6800 Bruce P. Merenstein Fox Rothschild LLP [email protected] Schnader Harrison Segal & Lewis LLP 2000 Market St., 20th Floor CIVIL RIGHTS 1600 Market St., Suite 3600 Philadelphia, PA 19103 Su Ming Yeh EMPLOYEE BENEFITS Philadelphia, PA 19103 (215) 299-2794 Pennsylvania Institutional Law Project Nancy L. Wasch (215) 751-2249 [email protected] Te Cast Iron Building Law Office of Nancy Wasch LLC [email protected] 718 Arch St., Suite 304 South 749 Spring Valley Road BRENNAN AWARD Philadelphia, PA 19106 Doylestown, PA 18901 Michael A. Morse, Vice Chair Rachel E. Branson (215) 925-2966 (215) 340-1413 Pietragallo Gordon Alfano Bosick & SunGard Data Systems Inc. [email protected] [email protected] Raspanti, LLP 680 E. Swedesford Rd. continued on page 15

14 Philadelphia Bar Reporter February 2015 philadelphiabar.org INTELLECTUAL PROPERTY One Logan Square [email protected] Committees Dina Leytes 130 N. 18th St. continued from page 14 Griesing Law LLC Philadelphia, PA 19103 LEGAL RIGHTS OF PERSONS WITH 1717 Arch St., Suite 3630 (215) 569-5711 DISABILITIES 1818 Market St., Suite 3402 Philadelphia, PA 19103 [email protected] Jamie C. Ray-Leonetti Philadelphia, PA 19103 (215) 618-3720 Client Assistance Program (215) 988-1427 [email protected] Mary Gay Scanlon 1515 Market St., Suite 1300 [email protected] Ballard Spahr LLP Philadelphia, PA 19102 INTERNATIONAL LAW 1735 Market St., 51st Floor (215) 557-7112 Leslie A. Mariotti, Vice Chair Jeremy D. Heep Philadelphia, PA 19103 [email protected] Pietragallo Gordon Alfano Bosick & Pepper Hamilton LLP (215) 864-8912 Raspanti, LLP 3000 Two Logan Square [email protected] Mary Vilter 1818 Market St., Suite 3402 Philadelphia, PA 19103 Administrative Office of the Philadelphia, PA 19103 (215) 981-4972 LAW PRACTICE MANAGEMENT Pennsylvania Courts (215) 988-1451 [email protected] Gina Furia Rubel 1515 Market St., Suite 1414 [email protected] Furia Rubel Communications, Inc. Philadelphia, PA 19102 Diane Penneys Edelman 2 Hidden Lane, Building 2 (215) 560-6657 FEE DISPUTES Villanova University School of Law Doylestown, PA 18901 [email protected] Arthur N. Brandolph 299 N. Spring Mill Road (215) 340-0480 Schnader Harrison Segal & Lewis LLP Villanova, PA 19085 [email protected] LEGISLATIVE LIAISON 1600 Market St., Suite 3600 (610) 519-7047 Lynn A. Marks Philadelphia, PA 19103 [email protected] LAW SCHOOL OUTREACH Pennsylvanians for Modern Courts (215) 751-2048 Brad V. Shuttleworth Tree Parkway, Suite 1320 [email protected] Lily Dideban, Vice Chair Alva & Associates 1601 Cherry St. Criminal Justice Center 1601 Market St., Suite 1001 Philadelphia, PA 19102 Linda F. Rosen 1301 Filbert St., Suite 1212 Philadelphia, PA 19103 (215) 569-1150 (215) 603-5689 Philadelphia, PA 19107 (215) 665-1695 [email protected] [email protected] (215) 683-7053 [email protected] [email protected] Pedro A. Ramos John Encarnacion Hon. A. Michael Snyder Schnader Harrison Segal & Lewis LLP Nationwide Mutual Insurance Company JUSTICE SONIA SOTOMAYOR Dispute Resolution Institute 1600 Market St., Suite 3600 1601 Market St., Suite 2320 DIVERSITY AWARD Two Logan Square Philadelphia, PA 19103 Philadelphia, PA 19103 Vernon L. Francis 18th & Arch streets, Suite 660 (215) 751-2502 (215) 762-0400 Dechert LLP Philadelphia, PA 19103 [email protected] [email protected] Cira Centre (215) 656-4374 2929 Arch St. [email protected] LGBT RIGHTS GOVERNMENT AND PUBLIC SER- Philadelphia, PA 19104 Rebecca G. Levin VICE LAWYERS (215) 994-2577 LAW WEEK Jerner & Palmer, P.C. Deborah L. Nixon [email protected] Gaetan J. Alfano 5401 Wissahickon Ave. District Attorney’s Office Pietragallo Gordon Alfano Bosick & Philadelphia, PA 19144 Tree South Penn Square LABOR AND EMPLOYMENT LAW Raspanti, LLP (215) 843-6000 Philadelphia, PA 19107 Kathleen Kirkpatrick 1818 Market St., Suite 3402 [email protected] (215) 686-7648 Tucker Law Group Philadelphia, PA 19103 [email protected] One Penn Center at Suburban Station (215) 988-1441 Jeremy C. Rosenbaum 1617 John F. Kennedy Blvd., Suite 1700 [email protected] Law Offices of Jeremy Rosenbaum IMMIGRATION LAW Philadelphia, PA 19103 1218 Chestnut St., Suite 1004 Wendy Castor Hess (215) 875-0609 LAWYER REFERRAL & INFORMA- Philadelphia, PA 19107 Goldblum & Hess [email protected] TION SERVICE (267) 625-8600 101 Greenwood Ave., Suite 380 Sayde J. Ladov [email protected] Jenkintown, PA 19046 LARGE FIRM Dolchin, Slotkin & Todd, P.C. (215) 885-3600 MANAGEMENT Two Libert y Place MEMBERSHIP TASK FORCE [email protected] Vincent R. McGuinness Jr. 50 S. 16th St., 35th Floor Albert S. Dandridge III Cozen O’Connor Philadelphia, PA 19102 Schnader Harrison Segal & Lewis LLP INSURANCE PROGRAMS 1900 Market St. (215) 665-3511 1600 Market St., Suite 3600 Carl (Hank) Delacato Jr., Chair Emeritus Philadelphia, PA 19103 [email protected] Philadelphia, PA 19103 Gibbons P.C. (215) 665-2097 (215) 751-2178 1700 Two Logan Square [email protected] LEGAL RIGHTS OF CHILDREN [email protected] 18th and Arch streets Emily C. Keller Philadelphia, PA 19103 Benjamin R. Barnett Juvenile Law Center MILITARY AFFAIRS COMMITTEE (215) 446-6255 Dechert LLP 1315 Walnut St., 4th Floor Patrick J. Murphy Jr. [email protected] Cira Centre Philadelphia, PA 19107 Fox Rothschild LLP 2929 Arch St. (215) 625-0551 2000 Market St., 20th Floor Wesley R. Payne IV, Chair Philadelphia, PA 19104 [email protected] Philadelphia, PA 19103 White and Williams LLP (215) 994-2887 (215) 299-2765 One Liberty Place [email protected] Lourdes M. Rosado [email protected] 1650 Market St., Suite 1800 Juvenile Law Center Philadelphia, PA 19103 LAW FIRM PRO BONO 1315 Walnut St., 4th Floor J. Denny Shupe (215) 864-7076 Kathy E. Ochroch Philadelphia, PA 19107 Schnader Harrison Segal & Lewis LLP [email protected] Blank Rome LLP (215) 625-0551 continued on page 16 philadelphiabar.org February 2015 Philadelphia Bar Reporter 15 Brian J. Dougherty, Vice Chair Philadelphia, PA 19103 (215) 523-9550 Committees Morgan, Lewis & Bockius LLP (215) 567-2883 [email protected] continued from page 15 1701 Market St. ruthrauff@bbs-law.com Philadelphia, PA 19103 Amber M. Racine 1600 Market St., Suite 3600 (215) 963-4812 SENIOR LAWYERS PROFESSIONAL Raynes McCarty Philadelphia, PA 19103 [email protected] AND PUBLIC SERVICE 1845 Walnut St., 20th Floor (215) 751-2300 TBD Philadelphia, PA 19103 [email protected] PNC ACHIEVEMENT AWARD (215) 255-4433 Rachel E. Branson SOCIAL SECURITY [email protected] MUNICIPAL COURT SunGard Data Systems Inc. DISABILITY Robert J. Willwerth 680 E. Swedesford Rd. Maria E. Bermudez WOMEN’S RIGHTS Cohen & Willwerth, P.C. Wayne, PA 19087 Martin LLC Sayde J. Ladov 660 Second Street Pike (484) 582-5595 1818 Market St., 35th Floor Dolchin, Slotkin & Todd, P.C. Southampton, PA 18966 [email protected] Philadelphia, PA 19103 Two Liberty Place, 35th Floor (215) 887-8100 (215) 268-7646 50 S. 16th St. [email protected] PROFESSIONAL GUIDANCE [email protected] Philadelphia, PA 19102 Hope Ann Comisky (215) 665-3511 Kristine A. Phillips Pepper Hamilton LLP David Chermol [email protected] Willig, Williams & Davidson 3000 Two Logan Square Chermol & Fishman, LLC 1845 Walnut St., 24th Floor 18th and Arch streets 11450 Bustleton Ave. Teresa M. Rodriguez Philadelphia, PA 19103 Philadelphia, PA 19103 Philadelphia, PA 19116 PA Human Relations Commission (215) 656-3659 (215) 981-4847 (215) 464-7200 Philadelphia Regional Office [email protected] [email protected] [email protected] 110 N. 8th St., Suite 501 Philadelphia, PA 19107 PENSION Steven D. Johnson SOLO, SMALL & MID-SIZE FIRM (215) 965-7744 Jonathan A. Clark [email protected] MANAGEMENT [email protected] Pepper Hamilton LLP Regina M. Foley 3000 Two Logan Square PROFESSIONAL RESPONSIBILITY Raynes McCarty Niki T. Ingram 18th and Arch streets Hon. Denis P. Cohen 1845 Walnut St., 20th Floor Marshall Dennehey Warner Coleman Philadelphia, PA 19103 Philadelphia Court of Common Pleas, Philadelphia, PA 19103 & Goggin, P.C. (215) 981-4436 Trial Division – Criminal (215) 255-4438 2000 Market St., Suite 2300 [email protected] 538 City Hall [email protected] Philadelphia, PA 19103 Philadelphia, PA 19107 (215) 575-2704 David F. Jones (215) 686-7340 WOMEN IN THE [email protected] Dechert LLP [email protected] PROFESSION Cira Centre, 2929 Arch St. Ourania Papademetriou Philadelphia, PA 19104 W. Bourne Ruthrauff Philadelphia VIP, Inc. (215) 994-2822 Bennett Bricklin & Saltzburg LLC 1500 Walnut St., Suite 400 [email protected] 1601 Market St., 16th Floor Philadelphia, PA 19102

16 Philadelphia Bar Reporter February 2015 philadelphiabar.org CALENDAR OF EVENTS

Note: While the following listings have been verified prior to press time, any scheduled torial Board: meeting, 12:30 p.m., 11th Lunch: $9. event may be subject to change by the committee or section chairs. Lunches are $9 for mem- Floor Committee Room. Friday, Feb. 20 bers and $12 for non-members, unless otherwise indicated. Register online for most events Monday, Feb. 16 Social Security Disability Benefts Com- at philadelphiabar.org. Unless otherwise specified, all checks for luncheons and programs Presidents Day: Bar Association offices mittee: meeting, 12 p.m., 11th Floor should be made payable to the Philadelphia Bar Association and mailed to Bar Headquar- closed. Conference Center. Lunch: $9. ters, 1101 Market St., 11th Floor., Philadelphia, PA 19107-2955. Tuesday, Feb. 17 Monday, Feb. 23 Monday, Feb. 2 8:30 a.m., 10th Floor Board Room. Cabinet: meeting, 12 p.m., 10th Floor Young Lawyers Division Executive Com- Family Law Section: meeting, 12 p.m., Government and Public Service Lawyers Board Room. mittee: meeting, 12 p.m., 10th Floor 11th Floor Conference Center. Lunch: Committee: meeting, 3:30 p.m., 10th Real Property Section Executive Com- Board Room. $9. Floor Board Room. mittee: meeting, 12 p.m., Ballard Spahr Tuesday, Feb. 24 Tuesday, Feb. 3 Monday, Feb. 9 LLP, 1735 Market St., 51st Floor. Women in the Profession Committee: Committee on the Legal Rights of Per- Public Interest Section Executive Com- Employee Benefts Committee: meet- meeting, 12 p.m., 10th Floor Board sons with Disabilities: meeting, 9 a.m., mittee: meeting, 12 p.m., 10th Floor ing, 12:30 p.m., 11th Floor Committee Room. Lunch: $9. 10th Floor Board Room. Board Room. Room South. Lunch: $9. Real Property Section: Sustainable Land Women’s Rights Committee: meeting, Wednesday, Feb. 11 Wednesday, Feb. 18 Use CLE program, 12 p.m., 11th Floor 12 p.m., 11th Floor Committee Room XYZs of Real Estate: 12 p.m., 11th Floor Young Lawyers Division Cabinet: meet- Conference Center. Lunch: $9. South. Lunch: $9. Conference Center. Lunch: $9. ing, 12 p.m., 11th Floor Committee Philadelphia Bar Reporter Editorial Wednesday, Feb. 25 Intellectual Property Committee: meet- Room South. Board: meeting, 12:30 p.m., 10th Floor LGBT Rights Committee: 12 p.m., 11th ing, 12 p.m., 11th Floor Committee Federal Courts Committee: meeting, 12 Cabinet Room. Floor Committee Room South. Room South. Lunch: $9. p.m., 11th Floor Conference Center. Bar Academy Dinner at Bistro 7: 5:30 Wednesday, Feb. 4 Lunch: $9. Thursday, Feb. 12 p.m., 7 N. 3rd St. Tickets: $75. Register Delivery of Legal Services Committee: LegalLine: 5 p.m., 11th Floor LRIS Legislative Liaison Committee: meet- at philadelphiabar.org. meeting, 8:30 a.m., 10th Floor Board ing, 12 p.m., 10th Floor Board Room. offices. Room. Thursday, Feb. 26 Lunch: $9. Thursday, Feb. 19 Criminal Justice Section Executive Com- Lawyer Referral and Information Service Family Law Section Executive Com- mittee: meeting, 12:30 p.m., 11th Floor Friday, Feb. 13 Committee: meeting, 12 p.m., 11th mittee: meeting, 12 p.m., 11th Floor Committee Room South. Workers’ Compensation Section Execu- Floor Committee Room South. Committee Room South. Family Law Section ADR Committee: tive Committee: meeting, 10:30 a.m., Board of Governors: meeting, 4 p.m., Criminal Justice Section: meeting, 12 meeting, 4 p.m., 10th Floor Board 11th Floor Committee Room South. 10th Floor Board Room. p.m., 11th Floor Conference Center. Room. Workers’ Compensation Section: meet- ing, 12 p.m., 11th Floor Conference Thursday, Feb. 5 Send Bar Association-related calendar items 30 days in advance to Jeff Lyons, Senior Man- Center. Lunch: $9. Delivery of Legal Services Committee aging Editor, Philadelphia Bar Reporter, Philadelphia Bar Association, 1101 Market St., The Philadelphia Lawyer magazine Edi- Management Subcommittee: meeting, Philadelphia, PA 19107-2955. Fax: (215) 238-1159. Email: [email protected].

a close eye on how employers are han- service; and often living farther from home Health Care dling the transition. Tis will not be the Israeli Law than the Jewish students. continued from page 12 last time we address this issue in 2015. continued from page 6 Dean Harris joked that living in dorms at the age of 18 is not always good for (applying the safe harbor rules). If a plan Brian McLaughlin (Brian.McLaughlin@ degrees. Te law school started in 1969, studying. Tel Aviv University School of Law or issuer providing limited wraparound usiaffinity.com) is vice president of USI and has more than 40 tenured professors, has joint LLM programs with UC Berke- coverage takes reasonable steps to ensure Affinity’s Benefit Solutions Group. For many of whom were educated at top U.S. ley (commercial law) and Northwestern that employers disclose to the plan or more information about insurance, visit the universities. Te first year law school class (public law). In addition, there are exchange issuer necessary information regarding Philadelphia Bar Association Insurance Ex- has 23 Israeli Arabs in a class of 280. Te students including, locally, Temple and their coverage offered and affordabil- change at www.usiaffinityex.com/Philadel- school is invested in helping the Israeli Arab Penn. Te Philadelphia Bar Association is ity information, the plan or issuer is phiaBar. For Lawyers’ Professional Liability students overcome their disadvantages to helping with the joint Tel Aviv and North- permitted to rely on reasonable repre- and other business coverage, you can con- not only do well in school, but to also get western public law program. sentations by employers regarding this tinue to visit the regular Philadelphia Bar good job placements. Tese disadvantages information, unless the plan or issuer Association Insurance Program website at include Hebrew as their second language; Nicole Gerson ([email protected]) is an at- has specific knowledge to the contrary. www.mybarinsurance.com/PhiladelphiaBar. being about two to six years younger than torney in Philadelphia. t0UIFSHSPVQIFBMUIQMBODPWFS- If you’d like to talk to someone about insur- the Jewish students, based upon military age, not limited to excepted benefits, is ance and benefits options for Philadelphia offered to the individuals eligible for the Bar Association members, call USI Affinity wraparound coverage. Only individuals Benefit Specialists at 1-855-874-0267. eligible for the other group health plan For more than 75 years, the divisions of USI Affnity have de- veloped, marketed and administered insurance and fnancial coverage are eligible for the wraparound programs that offer affnity clients and their members unique coverage. advantages in coverage, price and service. As the endorsed While this is still a grey and develop- broker of the Philadelphia Bar Association and more than 30 other state and local bar associations and with more than ing situation, it is clear that employers 30,000 attorneys insured, USI Affnity has the experience and are beginning to find alternatives to know-how to navigate the marketplace and design the most CONNECT WITH US offering traditional group medical insur- comprehensive and innovative insurance and benefts pack- ance and the IRS and DOL are keeping ages to ft a frm’s individual needs. PHILADELPHIABAR.ORG

philadelphiabar.org February 2015 Philadelphia Bar Reporter 17 18 Philadelphia Bar Reporter February 2015 philadelphiabar.org People

Jenimae Almquist, Stephanie J. Spren- an associate with kle, a partner in Messa & Associates, Obermayer Reb- has been appointed mann Maxwell & to the Board of Hippel LLP, has Directors of the been elected to the Rendell Center for Commercial Real Civics and Civic Estate Women Phila- Engagement, an organization with the delphia Board of Directors. mission of promoting an informed and responsible citizenry that actively engages Sheryl L. Axelrod, in democratic practices. principal in Te Axelrod Firm, PC, Deborah R. Willig, has been recog- managing partner nized as a “Woman of Willig, Williams Worth Watching” by & Davidson and a Profiles in Diversity former Chancellor of Journal for her work the Philadelphia Bar on the nonprofit group she co-founded, Association, has been the Fearless Women Network. selected by Gov. Tom Wolf to serve on the Committee on Marc S. Raspanti, Labor and Industry, a transition review a name partner in team. Pietragallo Gordon Alfano Bosick & 1IPUPCZ3POBME(SBZ Sophia Lee of Sunoco, Inc. presents The Barristers’ Association of Philadelphia’s Barbara E. Little Raspanti, LLP, spoke , an associate with Hon. William F. Hall Award to Wesley R. Payne IV, a partner at White and Wil- Obermayer Rebmann Maxwell & Hippel at the 2nd Advanced liams LLP and treasurer of the Philadelphia Bar Association, at the Barristers’ Dr. LLP, recently presented at Foxmoor Con- Forum on False Martin Luther King Jr. Annual Memorial Breakfast on Jan. 19 at the Pennsylvania tinuing Education’s “Federal Fiduciary Claims & Qui Tam Convention Center. The award honors an attorney who has made a signifcant Income Tax Workshop” in Somerset, N.J. Enforcement for the American Confer- contribution in the areas of social justice, peace, education, civil rights or public ence Institute on Jan. 21 in New York health. Lee and Payne are co-presidents of the Philadelphia Diversity Law Group. At the event, Chancellor Albert S. Dandridge III announced the establishment of a Marc P. Weingarten, an associate with City. Barristers scholarship in memory of Brandi Brice, a former chair of the Philadel- Locks Law Firm, recently presented a phia Bar Association’s Board of Governors. CLE in Bryn Mawr, Pa. on the highs and David A. Nasatir, a Carol Nelson lows of cross-examination. partner in Ober- Butler Buchanan III, mayer Rebmann Shepherd, founding managing attorney Jenai St. Hill, an associate at Reed Smith Maxwell & Hip- partner of Feldman of Marshall Denne- LLP, has been named to the board of pel LLP, has been Shepherd Wohl- hey Warner Cole- directors of Public Interest Law Center of selected as co-chair gelernter Tanner man & Goggin’s Philadelphia. of the Montgomery Weinstock & Dodig Philadelphia office, County Democratic LLP, has been elected recently spoke at the Theodore “Ted” Judicial Screening Committee. President of the Barristers’ Associa- Simon, principal in Homeless Advocacy Project’s Board of tion of Philadelphia Leadership Academy. the Law Offices of Gabriela Raful, an Directors. Teodore Simon, associate at Galfand Scott M. Slomowitz, a partner in Caesar David L. Hyman presented “Creative Berger, LLP, has been , Rivise Bernstein Cohen & Pokotilow, Trial Techniques: selected as co-chair managing partner Ltd., presented “Intellectual Property in Motions to Suppress of the Berks Bar of Kleinbard Bell Jewish Law” at the AKSE Academy in and Teir Multiple Association Minority & Brecker LLP, has Wilmington, Del., on Jan. 17. Uses” at the annual conference of the Lawyers Section. been named to Gov. National Organization for the Reform Tom Wolf’s Public Steven K. Mignogna, a partner in Archer of Marijuana Laws (NORML), at the Utility Commission & Greiner P.C., served as a faculty group’s annual seminar in Key West, Fla. Christopher Scott transition review member at the 49th Annual Heckerling D’Angelo, a partner team. Institute on Estate Planning on Jan. 12- Edward M. (Ned) in Montgomery Mc- 16 in Orlando, Fla. Alan L. Yatvin Dunham Jr., of Cracken Walker & , counsel to Kleinbard Rhoads LLP, recently managing partner of “People” highlights news of members’ awards, hon- Bell & Brecker LLP, served as moderator Popper & Yatvin, has ors or appointments of a community or civic nature. has been named and speaker for the been named to the Send news to Jeff Lyons, Senior Managing Editor, by Mayor Michael 2014 International Board of Directors of Philadelphia Bar Reporter, Philadelphia Bar As- Nutter to serve on Corporate Counsel College, organized the American Diabe- sociation, 1101 Market St., 11th fl., Philadelphia, the Building Safety and presented by the International As- tes Association. PA 19107-2955 or [email protected]. Oversight Board. sociation of Defense Counsel. philadelphiabar.org February 2015 Philadelphia Bar Reporter 19 20 Philadelphia Bar Reporter February 2015 philadelphiabar.org