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Aug. 5, 2013
 |  An e-Newsbrief from the Philadelphia Bar Association  | 
Vol. 14, No. 60

Continuing the Conversation with Women Bar Leaders Aug. 7

Join us for our next Philadelphia Bar Association Chancellor's Leadership Institute program, as we welcome another group of women leaders of several affinity bar associations who will discuss their roles and reflections on the historic number of women currently serving overlapping terms as leaders of minority, ethnic and other bar associations locally, regionally and beyond on Wednesday, Aug. 7.

The speakers are Philadelphia Court of Common Pleas Judge Sandra Mazer Moss, chancellor, Louis D. Brandeis Law Society; Erica Smith-Klocek, president, Asian Pacific American Bar Association of Pennsylvania; and Nancy J. Winkler, president, Philadelphia Trial Lawyers Association.

There is no cost to attend this program. Lunch is available for purchase to those who register in advance. The cost of lunch is $8 for members of the Philadelphia Bar Association and $12 for non-members. The program begins at 12 p.m. in the 11th floor Conference Center at the Philadelphia Bar Association, 1101 Market St. Click here to register.

Windsor's Impact on Family Law Aug. 5

In late June, the U.S. Supreme Court released its decision in United States v. Windsor, which determined that Section 3 of the federal Defense of Marriage Act, which defined marriage for federal purposes as being limited to one man and one woman, was declared unconstitutional. Join the Family Law Section and LGBT Rights Committee for a discussion on what this decision may mean for Pennsylvania family law on Monday, Aug. 5.

The meeting begins at 12 p.m. in the 11 floor Conference Center at the Philadelphia Bar Association, 1101 Market St. Click here to register.

A Day on Real Estate CLE Aug. 6

"A Day on Real Estate" offers you six one-hour CLE sessions on a variety of topics taught by seasoned professionals on Tuesday, Aug. 6. These were some of the most popular sessions from PBI’s recent Real Estate Institute. Each hour you’ll hear a different real estate topic presented by various speakers. With 10-minute breaks between each session, you’ll move quickly through the day as you pick up a wealth of practical information, tips, and insights into the varied legal issues you need to know. Click here to register.

Disability Life Planner to Speak Aug. 6

Disability Life Planner Michele A. Leahy will present "Building a Life: A Guide for Those Who Care for Persons with Disabilities" at the Tuesday, Aug. 6 meeting of the Legal Rights of Persons With Disabilities Committee.

Leahy dedicates her career to fellow disabled individuals and their families to assist them in navigating governmental programs, services and benefits while protecting their resources and assets from transition age into adulthood.

The meeting begins at 9 a.m. in the 10th floor Board Room at the Philadelphia Bar Association, 1101 Market St. There is no charge to attend this meeting, however registration is required. Click here to register.

Social Media in Your Law Practice Aug. 7

At PBI'S "Using Social Media in Your Law Practice" on Wednesday, Aug. 7, you'll learn how to friend users and influence people. Learn why you need to look both ways before blogging your case load and design a reasonable usage policy for your firm. Click here to register.

Helping Clients Out of Potential PR and Legal Nightmares

In the age of Twitter, Instagram, Facebook, our clients make mistakes, sometimes out loud. When a client makes controversial comments publicly, their career might be in jeopardy. Knowing how to apologize effectively and with minimal legal fallout is a skill we should be able to help our clients to master.

This Thursday, Aug. 8 CLE program will be held from 11:30 am. to 12:30 p.m. at Citizens Bank Park. Tuition includes a ticket to that day's 1:05 p.m. game against the Chicago Cubs. Parking is not included. Click here for more information.

Making Your Case with a Better Memory Aug. 8

Do you want to save time in court preparation; make polished presentations to jurors and judges, boards of directors, clients and colleagues - without notes; become a better listener in the courtroom; develop better concentration? Then "Making Your Case with a Better Memory" on Thursday, Aug. 8 is for you! Paul Mellor, president of Success Links, a memory training company dedicated to helping people improve their lives by improving their memory power, will show you how to have more time, less stress, and better concentration. Click here to register.

Death and Taxes CLE Aug. 9

Every estate in the Commonwealth may be subject to Pennsylvania inheritance tax. It is essential, then, for an estate practitioner to have a basic understanding of what property is included - and exempted or deducted- from the gross estate when filing an inheritance tax return. PBI's "Death and Taxes CLE" on Friday, Aug. 9 will walk you through the preparation of a Pennsylvania inheritance tax return, compared and contrasted with the federal estate tax return. Our faculty will review income tax returns for decedents and estates and offer practical tips for maximizing tax planning and deferring taxation. You will learn to spot opportunities during an estate administration, including post-mortem tax planning possibilities that can save your client money. This is a great program for beginning estate practitioners or for those attorneys that could use a refresher. Click here to register.

Employment Law, Management Issues for Solos, Small Firms

Christopher Ezold will present "Employment Law and Management Issues for Solo and Small Firms" at the Wednesday, Aug. 14 meeting of the Immigration Law Committee and the Solo and Small Firm Committee.

The meeting begins at 12 p.m. in the 11th floor Conference Center at the Philadelphia Bar Association, 1101 Market St. Lunch is available for purchase to those who register in advance. The cost of lunch is $8 for members of the Philadelphia Bar Association and $12 for non-members. Click here to register.

New P3 Infrastructure Act CLE Aug. 14

"The Anatomy of Pennsylvania's New P3 Infrastructure Act: Opportunities, Source Selection and Project Finance Solutions" helps you understand what a P3 project is and what it does. You'll examine the two basic P3 project types; hear an overview of the P3 Transportation Law; and explore key contract provisions in any P3 transportation agreement. Click here to learn more about this Wednesday, Aug. 14 CLE program.

Board Observer Program Seeks Young Lawyers

The Philadelphia Bar Foundation, in partnership with the Young Lawyers Division of the Philadelphia Bar Association and the Delivery of Legal Services Committee of the Philadelphia Bar Association, has developed the Board Observation Program, an initiative that gives young lawyers practicing in Philadelphia the opportunity to learn more about local public interest organizations and to develop leadership skills necessary to serve on the boards of such organizations as well as succeed in their future careers.

Through the program, a young lawyer will be paired with a Philadelphia nonprofit service organization so as to observe that organization's board activities during the one-year program. If you are a young lawyer interested in becoming a Board Observer or if you are a nonprofit organization and would like to express an interest in having an Observer next year, click here.

Philadelphia Bar Foundation Seeks Nominees

The Philadelphia Bar Foundation is accepting nominations for its two annual awards – The Philadelphia Bar Foundation Award and the Pro Bono Award.

The Philadelphia Bar Foundation Award, originally established by the Apothaker family in honor of Louis D. Apothaker, recognizes a public interest attorney who is dedicating his or her life to promoting equal access to justice for all by working in the nonprofit legal services community. A $2,500 stipend is presented in recognition of excellence in providing direct legal services to the poor and the underprivileged in Philadelphia.

The Pro Bono Award is presented annually to a Philadelphia law firm or corporate legal department that demonstrates outstanding volunteer efforts in providing legal services to those in need. Guidelines and nomination forms can be found at

Volunteers Sought for New Education Law Committee

The Association's new Education Law Committee provides a forum to examine important initiatives affecting education, recent developments in the law and the Bar's role in this area. Our Association has not had an Education Law Committee in many years, and there is no more important time than now to examine the critical issues of access to education, development of our youth, and the intersection of the law at all levels - including pre-K to 12th grade, as well as colleges and universities.

The Committee will also study the expansion of youth courts in Philadelphia and the Bar's role in assisting that effort. City Council has accepted a series of recommendations for setting up youth courts in schools that work in tandem with the juvenile justice system.

Additionally, the Committee will facilitate the Bar's award-winning Advancing Civic Education Program, or ACE, which over the past five years has placed more than 150 volunteer lawyers and judges into 14 public high schools and three elementary schools to provide supplemental civics education, including the fundamental principles of citizenship, democracy and dispute resolution.

The Committee also meets and collaborates with public officials and agencies including the U.S. Department of Education, leveraging the strengths of their offices to help with the Committee's efforts to engage the education bar, and discusses ideas for potential trainings/programs/panels and topics to energize Philadelphia's education attorneys.

If you are interested in learning more about the work of our new Education Law Committee, please contact Committee Co-Chair Joshua Richards of Saul Ewing LLP at, or Co-Chair Mary Gay Scanlon of Ballard Spahr LLP at

Join the New Committee on Insurance Practice

The Philadelphia Bar Association has created a new Committee on Insurance Practice for attorneys involved in insurance practice on all sides, such as subrogation, bad faith litigation, and other aspects the practice. The committee was formed with the intention of being as widely inclusive as possible and to partner with other sections and committees of the Association on events and initiatives where appropriate.

"A lot of law firms will be very interested in this, and more attorneys will want to be members of the Philadelphia Bar Association because of this Committee," said Chancellor Kathleen D. Wilkinson.

The Committee on Insurance Practice is chaired by Sean P. O'Donnell of Cozen O'Connor. For more information about the committee or to join, contact O'Donnell at

Bar Association Elections Committee Formed

The Philadelphia Bar Association has formed its Elections Committee. Chaired by Immediate-Past Chancellor John E. Savoth, it consists of Jennifer S. Coatsworth, John Encarnacion, Nikki Johnson-Huston, Henri Marcial, Aneesh A. Mehta, Ourania Papademetriou, Scott W. Reid, James A. Rocco III, Eric H. Weitz and Marc J. Zucker. Chancellor Kathleen D. Wilkinson, Chancellor-Elect William P. Fedullo, Vice Chancellor Albert S. Dandridge III and Secretary Sophia Lee serve as ex-officio members.

Offices for which candidates are being solicited are Vice Chancellor, Secretary, Assistant Secretary, Treasurer, Assistant Treasurer, and five seats on the Board of Governors. Each Board seat carries a three-year term.

Association members may become candidates for any of these offices by filing with the secretary, at least 60 days prior to the Dec. 10, 2013 annual meeting, nominations in writing which, for candidates of the Board, must be signed by at least 25 members who are entitled to vote; for candidates for Secretary, Treasurer, Assistant Secretary and Assistant Treasurer, shall be signed by at least 35 Members who are entitled to vote; and for candidates for Vice Chancellor, shall be signed by at least 100 members who are entitled to vote.

Individuals who wish to run for any of the above named offices should contact Susan Knight, CFO/Director of Administration at for additional information. Signatures, along with a resume, and written authorization should be submitted to Association Secretary Sophia Lee, c/o Susan Knight, Philadelphia Bar Association, 1101 Market St., 11th Floor, Philadelphia, PA 19107, no later than 5p.m., Friday, Oct. 11, 2013.

Cyber Security for Lawyers Aug. 15

The Cyberspace and E-Commerce Committee will present the CLE program "Cyber Security for Lawyers" on Thursday, Aug. 15.

Attorneys have a special duty to protect information belonging to their clients and law firms. Cyber attacks are on the rise globally, and lawyers provide a tempting target for hackers. The increased use of mobile devices, not to mention the proliferation of BYOD, has only served to increase attorneys' risk profile. Some bar associations are therefore encouraging attorneys to take steps to protect their clients' electronic information as part of their ethical duties. Our panel will discuss the threat landscape from a technical, business, and legal perspective, and will provide practical advice on how to mitigate your risk.

Speakers are Hope A. Comisky, partner and professional responsibility counsel, Pepper Hamilton LLP; Michael Janke, CEO & co-founder, Silent Circle; Joshua Marpet, director, GuardedRisk; and Gal Shpantzer, senior security advisor, Energy Sector Security Consortium. The moderator will be Committee Chair Jeffrey L. Vagle of Pepper Hamilton.

The program has been approved for 1 ethics and 0.5 substantive CLE credits. Participants wishing to receive the CLE credit will be required to pay a fee of $40 for members of the Philadelphia Bar Association admitted for more than five years and $35 for members of the Philadelphia Bar Association admitted for less than five years. Click here to register for CLE credit.

Lunch and registration begin at 11L30 a.m. in the 11th floor Conference Center at the Philadelphia Bar Association, 1101 Market St. Lunch is available for $8.50 for members of the Philadelphia Bar Association and $12 for non-members. Cancellations require 24 hours notice. Click here to register for lunch.

Changing Parameters of Diversity Sept. 10

The Philadelphia Bar Association will present the Chancellor's Forum "The Changing Parameters of Diversity and Inclusion in the Legal Profession" on Tuesday, Sept. 10.

The featured speaker is Sandra S. Yamate, CEO, The Institute for Inclusion in the Legal Profession. She will be joined by Sophia Lee, chief litigation counsel at Sunoco and co-chair of the Philadelphia Diversity Law Group and Philadelphia Bar Association Corporate In-House Counsel Committee and secretary of the Philadelphia Bar Association; Wesley R. Payne IV, partner, White and Williams LLP and co-chair of Philadelphia Diversity Law Group as well as treasurer of the Philadelphia Bar Association and president of the Philadelphia Association of Defense Counsel; and Brennan J. Torregrossa, in-house counsel, Glaxo SmithKline and co-chair of the Philadelphia Bar Association’s Corporate In-House Counsel Committee. The program will be moderated by Chancellor Kathleen D. Wilkinson.

Established in 2009, the Institute for Inclusion in the Legal Profession (IILP) is one of the newer organizations establish-ed to devote its energies and focus its efforts at creating a more diverse and inclusive legal profession. With its motto, "Real change. Now," IILP has been asking hard questions and undertaking research and programming aimed at finding answers to those questions. Yamate will provide an overview of IILP's work, explaining how it supplements and supports the diversity leadership offered by groups like the Philadelphia Bar Association, the Philadelphia Diversity Law Group, and minority and women's bar associations, highlighting some of its research findings, and sharing insights into the most recent and cutting edge diversity and inclusion developments that IILP has been observing within the legal profession.

The event begins at 4 p.m. in the 11th floor Conference Center at the Bar Association, 1101 Market St. Registration is free at

First Amendment Issues, High School Conduct CLE Sept. 12

First Amendment issues and competing considerations in public schools' regulating off-campus conduct of high school students will be the focus of a Thursday, Sept. 12 CLE program sponsored by the Education Law Committee, Appellate Courts Committee and Federal Courts Committee.

Panelists include Pennsylvania Supreme Court Justice Debra McCloskey Todd; U.S. Court of Appeals Judge D. Brooks Smith; U.S. District Court Senior Judge Norma L. Shapiro; Robert L. Byer and Sean R. Sullivan. The program will be moderated by Chancellor Kathleen D. Wilkinson.

This program will use a mock appellate argument as a means of discussing the issues that can arise when public high schools attempt to regulate off-campus conduct by students. These issues are the subject of debate and adjudications have resulted in divergent views among various trial and appellate courts. The mock argument will be followed by a general discussion of the issues by the participants.

The program has been approved for 1 substantive CLE credit. Participants wishing to receive the CLE credit will be required to pay a fee of $33.50 for members of the Philadelphia Bar Association admitted for more than five years and $28.50 for members of the Philadelphia Bar Association admitted for less than five years. Interested parties not seeking CLE credit may attend and purchase lunch for the fee of $8.50.

Registration and lunch begin at 12 p.m. at The CLE Conference Center on the 10th floor of the Wanamaker Building, Market and Juniper streets. Click here to register.

Gormley on Watergate at Bench-Bar; Register Early and Save

Duquesne University School of Law Dean Ken Gormley will discuss the 40th anniversary of the “Saturday Night Massacre” that led to the resignation of President Richard M. Nixon during the Opening Luncheon at the Philadelphia Bar Association’s Bench-Bar & Annual Conference on Friday, Oct. 4 at Revel in Atlantic City, N.J. Association members who register before Sept. 13 can save $80! Click here to register.

The Bench-Bar & Annual Conference provides attendees with the opportunity to earn continuing legal education credit while networking with colleagues and members of the bench. Hundreds of attorneys and judges are expected to attend.

A new addition to this year's conference will be a Law Practice Management track among the 22 CLE seminars that will be offered. Another highlight of the weekend will be the Friday night reception at Revel's HQ nightclub. Prices for the 2013 edition of the Bench-Bar & Annual Conference are being kept at 2012 levels.

In addition, we are pleased to offer a special REVEL hotel room group rate to our Bench-Bar attendees. A rate of $179 plus tax is available Friday, Oct. 4 and a limited number of rooms are available at $149 plus tax for Thursday, Oct. 3. You must be a registered attendee of the Bench-Bar & Annual Conference in order to reserve a room at the group rate. Once you are registered for the conference you will receive instructions on how to make your room reservation.

Sponsors for the 2013 Bench-Bar & Annual Conference include USI Affinity; The First Judicial District of Pennsylvania; iDiscovery Solutions; Insurance Adjustment Bureau, Inc; Frankly Legal; JAMS, The Resolution Experts; Kaplan, Leaman & Wolfe Court Reporting & Litigation Support; LexisNexis; Love Court Reporting; M. Burr Keim Company; Robson Forensic, Inc.; State Civil Litigation Section; US Claims Inc; and Wilkie Lexus. For sponsorship information, contact Tracey McCloskey at 215-238-6360 or

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Chima Brazilian Steakhouse Offers Deal for Bar Members

Chima Brazilian Steakhouse, 1901 John F. Kennedy Blvd., is offering Bar Association members a special dinner price of $39.50 (tax, gratuity, dessert and beverages not included) in August.

This is not valid with any other promotion/coupon offer, it is not valid Friday, Saturday, holidays or blocked dates. Call 215-531-5838 for reservations. The reservation code for the special price is CPP 500 The Philadelphia Bar Association.

Support Center for Child Advocates Golf Outing Sept. 30

Reserve your foursome now for the 8th Annual Child Advocates Golf Classic on Monday, Sept. 30 at Huntingdon Valley Country Club. Bring clients and colleagues and try your luck (and skill) at one of the top five golf courses in Pennsylvania. A day on the greens provides your organization with a wonderful way to make a difference in the life of a child. Click here for more information on sponsorship opportunities and to register. For questions, contact or 267-546-9216.

Order 2013 Legal Directory Today

The 2013 Legal Directory has more than 17,000 attorney and 1,600 law firm listings. It is conveniently indexed so you can effortlessly find what you’re looking for in the Philadelphia, Montgomery, Delaware, Chester and Bucks County areas. Each listing is complete with name, full address, phone, fax and email and cab be accessed via print, computer, tablet or mobile device. The 2013 Legal Directory also includes corporate counsel listings, judges index, federal, Pennsylvania and county government listings, and much more. To order, call 800-722-7670 x2453 or visit

Get One Month Free with Philadelphia Bar Lawyer Profiles

Association members can now showcase their professional profile on the website of the oldest association of lawyers in the United States and receive one month free.

With Philadelphia Bar Lawyer Profiles, members can enhance their business development efforts by having their full professional profile displayed on the Philadelphia Bar Association's website at

Additionally, "snapshots" of each profile with attorney photo, firm name and practice synopsis rotate directly on the homepage of the Association's website, linking to the attorney's full profile. All profiles are searchable by attorney name or firm name.

As a bonus, participants also receive a customized link to their Philadelphia Bar Lawyer Profiles full-profile page, which they can use for promotional purposes on their website, blog, social media and other marketing vehicles.

To maintain exclusivity, only 300 profiles are available as part of this unique service. The service adds instant value to Association membership.

Association members can join Philadelphia Bar Lawyer Profiles for only $975 a year. With the first month free, that's 13 months of Lawyer Profiles for the price of 12. Members can visit to take a tour of the service. Profiles can be created in just a few easy steps, and are instantly posted to the Association's website for immediate viewing by colleagues, friends, family and potential clients everywhere.

Biographical profile fields that are displayed include photo, firm/practice name, position held, firm size, social media links, years in practice, degrees, accomplishments, bar memberships, publications, court admissions and CLE. Up to three areas of practice can be displayed.

For questions about Philadelphia Bar Lawyer Profiles, contact Lana Ehrlich at American Lawyer Media, at 215-557-2392, or For technical questions, contact Barry Greenspan, chief technology officer, at 215-238-6327, or

PNC Perspectives: Housing Rebound Fortifies Households

The impact of market turmoil on retirement assets over the past several years coupled with the demographic reality that more of the population is moving toward retirement and living longer have caused income and cash flow strategies to rise to the top of many individuals' retirement planning priority lists. In this month's interview, we sat down with Risa Stolker, CFP®, senior wealth planner at PNC Wealth Management, to discuss the changes she believes are occurring in retirement income planning since the start of the financial crisis in 2008.Click here to read the interview.

Tips for Settling Your Auto Accident Case

Whether you are taking on your first motor vehicle accident case or a seasoned practitioner this course has something for everyone. This seminar is designed to provide you guidance on settlement tips for your automobile accident case. Make sure you are up-to-date on all current aspects of litigation, mediation and settlement in this ever-changing area of the law. This 4 substantive CLE credit program will be held Wednesday, Aug. 7 at the PBI Conference Center on the 10th floor of the Wanamaker Building, from 8:30 a.m. to 12:45 p.m. Check-in begins at 8 a.m. For additional information, or to register, click here.

Upcoming CLE

The following courses are cosponsored by the Philadelphia Bar Association and the Pennsylvania Bar Institute. All courses are at The CLE Conference Center in the Wanamaker Building, except as otherwise noted. Registration begins 30 minutes before course start time.

Monday, Aug. 5
Solving Drivers Licensing Problems (video)
6 substantive CLE credits
9 a.m. to 3:30 p.m.

Monday, Aug. 5 – Tuesday, Aug. 6
PLI - ERISA: The Evolving World 2013
14 substantive CLE credits
8:30 a.m. to 5:15 p.m. both days

Tuesday, Aug. 6
A Day on Real Estate - East
5 substantive, 1 ethics CLE credits
9 a.m. to 4:10 p.m.

Fee Practices, Pointers & Traps of Fee Agreements (video)
1 ethics CLE credits
2 to 3 p.m.

Wednesday, Aug. 7
Premarital Agreements (video)
4 substantive CLE credits
9 a.m. to 1:15 p.m.

Tips & Strategies for Settling Your Auto Accident Case
4 substantive CLE credits
8:30 a.m. to 12:45 p.m.

Using Social Media in Your Law Practice
2 substantive, 1 ethics CLE credits
12:30 to 3:45 p.m.

Thursday, Aug. 8
Making Your Case with a Better Memory
6 substantive CLE credits
9 a.m. to 4:30 p.m.

Environmental Impacts of Hydraulic Fracturing: Dispelling the Myths (video)
4 substantive CLE credits
12 to 4:15 p.m.

Friday, Aug. 9
Death & Taxes
5 substantive, 1 ethics CLE credits
9 a.m. to 4:30 p.m.

Joint and Several Liability a Year Later (video)
3 substantive CLE credits
1 to 4:15 p.m.

Monday, Aug. 12
16th Annual Federal Securities Law Forum (video)
5 substantive, 1 ethics CLE credits
9 a.m. to 3:30 p.m.

Common Estate Planning Blunders
3 substantive, 1 ethics CLE credits
9 a.m. to 1:15 p.m.

*Earn as many as 4 credits on your computer, at your convenience at PBI's Online Campus, at More than 300 classes are available, including nearly 50 one-hour ethics programs. 24/7 CLE.

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