Tuesday, August 17, 2010

August Board of Governors Meeting Highlights: Note Burning, Shift to Fastcase, Legislative Issues and ABA and Local Awards

Thank goodness the sprinkler system didn't go off when State Bar President Lester Tate set aflame the Bar Center note that Executive Director Cliff Brashier held above a stainless steel bowl full of water.
The note-burning ceremony during the Board of Governors August 12 meeting marked the retirement of the approximately $4.2 million debt on the State Bar's headquarters building at 104 Marietta Street, which had been approved by the board in June.
Leading up to this moment, the board viewed a video featuring highlights of the dedication of the building in 1997 by U.S. Supreme Court Justice Anthony Kennedy as well a s interviews with past presents and Georgia Supreme Court justices who were instrumental in the decision to purchase the former Federal Reserve Bank building and transform it into the headquarters of our State Bar. Among them, past President Jimmy Franklin who expressed concern that his tenure would be known as the "era of chainsaw Franklin" because his presidency in 2002 was marked by controversy over the removal of trees to expand the building's parking garage.
Tate noted that the purchase of the building for $26 million in 1995 has been a sound investment. The amount of money put into the purchase and restoration amounts to about $600 per member, but was carried out with an assessment of only $200 per member due to grants, such as from the Woodruff Foundation. The building and the land on which it sits are now worth $40 million, Tate said.
Other highlights of the board's August meeting included decisions to switch from Casemaker to Fastcase, a number of legislative issues and the presentation of awards. (Note that the State Bar has put photos of the note burning and other highlights of the meeting on line at: http://www.flickr.com/photos/gabar/sets/72157624613841903/with/4898452186/.)



Shift to Fastcase
The board voted to allow the State Bar's contract with Casemaker to expire and to replace it with Fastcase, a research software that is described as easier to use, more versatile, and less expensive.
In debate over this decision, board members expressed concerns ove r the exclusivity provision in the Casemaker contract, which prevents the State Bar from allowing the two services to overlap during the transition from one service to another. In addition, some members of the bar are simply adverse to change, as exhibited in a crude email that a lawyer sent in response to changes made late last year to the log-on procedure for the members only section of the State Bar's website. "The old logon was just fine. why are we doing this [crude word in all caps describing a body part]," the lawyer wrote.
Nonetheless, the Member Benefits Committee and others who tested Fastcase asserted that the fear of transition is ill founded because their experiences testing the new system caused them to decide it is a better product than Casemaker and that the change will be a good one.
State Bar Secretary Robin Clark, who serves as liaison to the Member Services Committee, stated that she had never felt Casemaker produced trusty research results, so she had retained Westlaw for use in her practice. But her research results with Fastcase gave her the same level of confidence that she had with Westlaw. Clark said she became comfortable with Fastcase in about an hour. To those, who in debate suggested that a five-month transition period would be desirable, Clark asserted it will take about five hours to transition, if that long.
Fastcase President Philip Rosenthal said Georgia is the fifth state bar to switch to Fastcase. He said Oregon and West Virginia also have switched over from Casemaker; Arkansas shifted from another provider; and, New Jersey had previously provided Lexis.
Rosenthal said those state bars' switchboards did not light up with calls complaining about the change.
State Bar staffers will be available to help walk members through the new system if they have problems, and will provide training sessions, as has been done with Casemaker.
A side-by-side financial comparison of Casemaker vs. Fastcase shows that the savings to the State Bar will be considerable. The rounded annual cost of Casemaker for 2011 would have been $214,000, while Fastcase is $168,000. Thus, the cost per member is $5.10 for Casemaker and $4 for Fastcase. In addition, Fastcase provides a searchable database of the State Bar's disciplinary rules and cases for no additional charge, whereas Casemaker would have charged $5,800 to create this database, plus a $3,000 annual fee.
The Member Benefits Committee concluded that the savings with Fastcase are approximately $52,000 per year.



Legislative Issues
The board took action on two fronts to address possible legislative action to impose a sales tax on legal services.
The first step was a more general action--a vote to remove the clause "During the time when the legislature is in session" from Standing Board Policy 100, Section 1.03 (c), which authorizes circumstances under which bar leaders can comment on pending or proposed legislation on an emergency basis. With this change, the ability to respond quickly will be available even when the legislature is not is session.
Second, the board voted to oppose a tax on legal services and authorized the State Bar's lobbyists to press forward on that issue, if necessary. This move was taken because the state legislature has created a Special Council for Tax Reform and Fairness for Georgians, which could possibly consider such a tax. The board's actions allow the State Bar to move quickly if the issue of taxing legal services come up.
The board also voted to authorize the State Bar's president to express the board's concerns over consideration being given by some members of the Fulton County Commission to redirecting over $6 million in federal stimulus funds designated for improving courthouse security to other projects, which include a community center, a jail program to combat recidivism and bus stop improvements.
The suggestion for taking a stand on the use of courthouse security funds came from state Rep. Wendell Willard, R-Sandy Springs, who is chairman of the House Judiciary Committee.







Willard spoke briefly to the board after receiving the Judicial Section's "Spirit of Justice Award," which was presented by Senior Superior Court Judge Anne Workman, for his service to lawyers and the judiciary. "We've got to secure that courthouse once and for all," Willard said.

More Awards
The board's summer meeting came on the heels of an American Bar Association meeting in San Francisco in which many of our State Bar's programs were recognized.
The Transition Into Law Practice Program won the E. Smythe Gambrell Professionalism Award, which recognizes projects contributing to the understanding of professionalism among lawyers. The Gambrell Awards were established in 1991 and are named for E. Smythe Gambrell, ABA and American Bar Foundation president from 1955
to 1956. Gambrell founded the Legal Aid Society in Atlanta, where he practiced law from 1922 until his death in 1986.
After TILPP director Doug Ashworth presented the $3,500 check the program received in winning the award to President Tate, David Gambrell, who was president of the State Bar in 1968, said it was "very touching to me" that the Georgia program would receive the award established in his father's memory.
The TILPP program mentors beginning lawyers in their transition from student to professional. Established in 2005, the TILPP pr ogram has become a model for other programs nationally.
In addition, the ABA named Georgia's Younger Lawyer's Division as the number one YLD in the nation for its year led by past Presdent Amy Tuckett Howell.
The board also recognized Eunice Mixon of Tift County, who has been a lay person member of the Investigative Panel since 1997, with an award in her name that will be given annually by the State Bar. This is an award for distinguished service to the bar by a lay person.
An additional new award was created to recognize attorneys who provide outstanding service to veterans and military service members on a pro bono or reduced fee basis. The board also adopted guidelines for attorneys providing legal assistance in this area.



Other Action
Proposed amendments to the Rules of Professional Conduct were very briefly discussed. State Bar General Counsel Paula Frederick noted that no comments have been made on the proposal since the annual meeting in June. Note that any final wording changes must be submitted in writing to the State Bar before Tuesday September 21, 2010, so that they can be included in the agenda book. The Board of Governors is scheduled to vote on the proposed amendments at its fall meeting on October 16, 2010.
A judicial poll in which members of the State Bar can evaluate candidates for the Georgia Supreme Court and Court of Appeals has been sent out and must be returned by September 7, 2010.
Justice Harold D. Melton of the Georgia Supreme Court has written to the State Bar's president to seek comments on proposed amendments to the Code of Judicial Conduct concerning recusal rules for judges. These proposed rules are being adopted in response to concerns raised by state lawmakers and others concerning the current recusal rules for judges in relation to campaign contributions. Justice Melton is seeking comment on the proposed rules within 60 days of his July 16, 2010, letter.
Let me or other members of the board know if you have any concerns or questions or need additional information.
(Photos Courtesy of the State Bar of Georgia.)

Tuesday, August 10, 2010

Preview of Coming Attractions

Here are highlights of what's coming up during the State Bar of Georgia's Board of Governors meeting on Thursday August 12, followed by a copy of the entire agenda.


The board is scheduled to vote on a recommendation to switch the attorney research software it offers to bar members from Casemaker to Fastcase, a move estimated to save approximately $52,000 per year while providing an easier, more intuitive service.


Other items slated for board action Thursday include:

Selection of BPC Finance as the State Bar's recommended broker for various types of insurance;

Adoption of provisional guidelines for attorneys providing legal assistance to veterans and military service members and the creation of an award to recognize attorneys who provide outstanding service in this area on a pro bono or reduced fee basis;

Approval of a policy that would facilitate the bar's ability to comment on pending or proposed legislation on an emergency basis;

A recommendation that the board oppose any sales tax on legal services--a matter that is expected to come up as the Special Council for Tax Reform and Fairness for Georgians reviews the state's income, sales and property tax systems and recommends changes to a special legislative committee of the General Assembly;

Approval of standing committees for the 2010-11 year.


Proposed amendments to the Rules of Professional Conduct will be briefly discussed. Note that any final wording changes must be submitted in writing to the State Bar before Tuesday September 21, 2010, so that they can be included in the agenda book. The Board of Governors is scheduled to vote on the proposed amendments at its fall meeting on October 16, 2010.


Having approved at the annual meeting the early payoff of the debt on the State Bar Building, State Bar President Lester Tate is scheduled to preside over a note burning ceremony.


The board's agenda book is 275-pages long, so I'm just attaching below a copy of the meeting agenda to allow you to see what else is scheduled to take place. The bar has conveniently formated some of the items to link to the information in the agenda book.


Let me or other members of the board know if you have any concerns or questions or need additional information.


AGENDA

232nd BOARD OF GOVERNORS MEETING

9:00 a.m. - 12:00 noon, Thursday, Aug. 12, 2010

State Bar Building, 104 Marietta St. NW

Atlanta, Georgia

Dress: Business


1) ADMINISTRATION

a) Call to Order: Lester Tate, President


b) Recognition of Past Presidents: Lester Tate


c) Recognition of Special Guests: Lester Tate


d) Roll Call (by signature): Robin Clark, Secretary


e) Minutes of the 230th and 231st Meeting of the Board of Governors, June 18 and 19, 2010 (action): Robin Clark


f) Future Meetings Schedule: Lester Tate; Ken Shigley, President-Elect


g) State Bar Building Note Burning Ceremony: Lester Tate


h) Judicial Section's Legislator Award: Hon. Pamela Boles


2) BOARD ACTION

a) Member Benefits Committee: Hon. Gordon Zeese; Pat O'Connor


(1) BPC Financial as the State Bar's Recommended Broker for:


(a) Disability and Long Term Care (committee recommends yes)


(b) Automobile and Homeowners (committee recommends no)


(c) Business (Office Property & Liability, Workers' Compensation, EPLI) (committee recommends no)


(2) Casemaker v. Fastcase: (committee recommends Fastcase)

Judge Zeese; Pat O'Connor; Philip Rosenthal; Christina Steinbrecker


b) Military Legal Assistance Program: Buck Ruffin, Chair; Norman Zoller


(1) Provisional Guidelines for Attorneys Providing Legal Assistance to Veterans and Military Service Members


(2) Proposed New Award


c) Standing Board Policy 100, Section 1.03 (c): Bob McCormack


d) Special Council for Tax Reform and Fairness for Georgians: Lester Tate


e) Approval of 2010-2011 Standing Committees: Lester Tate


4) INFORMATION REPORTS

a) Legislation: Lester Tate; Tom Boller; Rusty Sewell; Mark Middleton; Charlie Tanksley


b) Treasurer's Report: Buck Ruffin, Treasurer


(1) Treasurer's Report

(2) 2009-2010 Audit


c) Young Lawyers Division: Michael Geoffroy, YLD President


d) Proposed Rules of Professional Conduct: Paula Frederick


e) 2010 Judicial Poll: Lester Tate


f) Proposed Recusal Amendments to the Code of Judicial Conduct, Cannon 3, Disqualification: Lester Tate


g) Executive Committee Minutes: Bryan Cavan

(1) May 13, 2010

(2) July 16, 2010


5) WRITTEN REPORTS

a) Law-Related Education


b) Law Practice Management


c) Office of the General Counsel


d) Consumer Assistance Program


e) High School Mock Trial Program


f) Transition into Law Practice Program


g) Georgia Legal Services Program



h) Lawyer Advertising



(1) New York Bar (Alexander v. Cahill)

(2) Louisiana Bar (Public Citizen v. Attorney Disciplinary Board)

(3) Florida Bar



6) CLOSING

a) Old Business: Lester Tate


b) New Business: Lester Tate


c) Questions/Answers; Comments/Suggestions: Board of Governors; Officers; Executive Committee; Executive Director; General Counsel


d) Adjournment: Lester Tate