December 2012 - San Bernardino County Bar Association
Transcription
December 2012 - San Bernardino County Bar Association
•BULLETIN• of the San Bernardino County Bar Association Vol. 41, No. 2 Our 138th Year From the President’s Desk By Kevin B. Bevins I s it just me, or do others seem to have someone flipping the pages of their calendars two days at a time? 2012 has gone by in a blur. In a world that seems to get busier by the day, with texting, tweeting, Facebook, faxing, emailing, office phones, home phones, cell phones (sometimes two), and a myriad of other instant communication devices the new norm, time just flies by in a whirling blur. We’ve managed to endure an election cycle that seemed to have gone on for years, with a barrage of negative ads, streams of emails, Super Pacs, pundits, politicians, polls and prognostications galore. The news is teeming with warnings of global warming, fiscal cliffs, more taxes, less taxes, energy shortages, oil spills, wars, famine, hurricanes, droughts, political unrest and upheaval everywhere - all this with every turn of the dial, turn of a page of a newspaper, and the ever increasing electronic alerts. We’ve had years of war, political gridlock, gas price spikes, water rate increases, electricity shortages, and budget woes in California. Bad news that just never stops! In our large, dry slice of the Golden State, we’ve seen the city of San Bernardino file for bankruptcy protection, and other cities in San Bernardino County are truly hurting. Our San Bernardino County courts are cutting locations, courtrooms, valued staff and bench officers. Are we on overload? With Thanksgiving a memory and Christmas soon upon us, it truly is time to take a breather, find a comfy chair and reflect on just why we endure such madness. Those of us who choose some aspect of the legal business to earn a living should sit back, count our blessings and ponder why do we do this, and what lurks ahead. The Great Recession has ripped at the heart of the Inland Empire, but it ain’t dead, yet! I am proud to call San Bernardino County my home. When we sit back and consider how fortunate we are to live here and work here, we should take time to look for the positive, and be thankful that we work with dedicated and driven colleagues. (continued on page 2) December 2012 INLAND EMPIRE & SBCBA EVENTS DECEMBER 2012 Thursday, December 6: • New Admittees Swearing-In. 10 a.m. Dept. 1, Riverside Court. • “State of the California State Bar.” Patrick M. Kelly, President of the California State Bar, will speak to the annual Joint Meeting of the San Bernardino & Riverside County Bar Associations. San Bernardino Hilton, 12:00 noon. Italian Buffet $30. MCLE: 1 hour. 909.885.1986 to RSVP. JANUARY 2013 Thursday, January 24: • Probate/Family Law Symposium Held at the San Bernardino Hilton. Details on page 2. Friday, January 25, 2012: • High Desert Bar Association Installation —The Sky’s the Limit!— Complete details in our January Bulletin SAVE THIS DATE!! In this issue... 1 ...............President’s Desk 2 ...............Probate/Family Law Symposium 4 ...............Text Message Preservation 5 ...............December Almanac 6 ...............The iPad Lawyer: Real Secrets... 8 ...............Inn of Court Report 10..............22nd Annual Red Mass 12..............Mediation in Civil & Family Law 15..............Classified Ads San Bernardino County Bar Association 2 December 2012 From the President’s Desk... (cont’d from page 1) Despite reduced court facilities, our court system still functions, and does so very efficiently. Criminal cases still go to trial, civil cases, too. Our family law, Juvenile and Probate Courts, busy as can be, continue to churn away, one case at a time. In a time of drastic financial cut backs, our Court Administration, Judges, Commissioners, lawyers, law office staffs, court attendants, bailiffs, clerks, court reporters, and everyone else with a toe or finger in the system have found the fortitude to lend a hand to get the work done. Word has spread that the Chino Court facility is the next on the chopping block. The dedicated employees of our court will once again have to bear an increased burden and do more with less, but we know that somehow, the work will get done. A new Courthouse is rising, girder by girder, promising a new, state of the art Court facility that will anchor downtown San Bernardino, and will provide many opportunities for legal professionals, and the ancillary businesses that will sprout up around the new legal center. With chaos and turmoil abundant, we must not lose focus on why we chose the legal profession. Take time this holiday season to reflect on what your profession means to you, and why you put in the long hours to get the job done. Take time to enjoy family and friends, and consider that despite the hectic, chaotic and busy nature of the practice of law in San Bernardino County, it really is a good place to live and work. We are privileged to welcome new California State Bar Association President Patrick M. Kelly, who has graciously agreed to continue the 38 year tradition of the San Bernardino and Riverside County Bar Associations to invite the State Bar President to address our Annual Joint Luncheon. This year, the San Bernardino County Bar Association will host the event, set to occur at the Hilton Hotel in San Bernardino at noon on December 6, 2012. Mr. Kelly is a dynamic individual and a terrific speaker. Please join us for this special event. The Hilton chefs and staff will no doubt feed us well, as always. SAVE THE DATE!! Thursday, January 24, 2012 A PROBATE/FAMILY LAW SYMPOSIUM “CROSSOVER ISSUES IN ESTATE PLANNING AND FAMILY LAW” Topics will include: “A View from the Bench – News from the Probate and Family Law Courts” “Recent Updates in Probate and Family Law” “Under the Influence: Different Standards for Claims of Undue Influence in Family Law and Probate Matters” “Premarital and Cohabitation Agreements – Impact on Estate Planning” “Fiduciary Duty of Spouses per Family Code §§720-721 – Impact in Probate Litigation” San Bernardino Hilton 285 E. Hospitality Lane MCLE, Materials, & Buffet: Members: $45; Non-members $55. Michael B. Lynch, MPA Polygraph Examiner Since 1974 MCLE: 2.5 Hours (951) 529-2486 Full details announced in the January Bulletin. www.lawyerspolygraph.com The San Bernardino County Bar Association, a California State Bar-approved MCLE provider, certifies that this activity is approved for 2.5 hours of MCLE general credit by the California State Bar. mlynch@lawyerspolygraph.com 390 Orange Show Lane San Bernardino, California Call 909/885-1986 or reserve online at www.formdesk.com/sbcba/rsvp. December 2012 “The oldest continuously active bar association in California” ���������������� ���������������� ��������������� ��������������������� ������������������������������������������������ ����������������� ���������������������������������� �� ������������������������������������������������ ������������������������������������������������������ ����������������������������������������������������� �� ������������������������������������������������������ ��������������������������������� ���������������������� ��������������������������������������������������� ������������� �������������������������������������� �������������������������������������������������� ������������� �� ��������� ���������������������������������� ����������� ������������������������������������ ��������������������������������� ���� ����������������� ��������������������������������������� ���������������������������������������� ��������������� ������������ ��� ����������������� ���������������� ������������������ ������������������������������������������ ������������������������������������������������������� 3 4 San Bernardino County Bar Association Text Message Preservation by Sharon D. Nelson, Esq., John W. Simek and Jesse M. Lindmar © 2012 Sensei Enterprises, Inc. W ith an average of 193.1 billion text messages sent every month in the United States, the importance and use of text messages in litigation is ever-increasing. As a consequence, the importance of text message preservation for e-discovery is also growing. Understanding how text messages can be preserved and the pitfalls to avoid is essential. While we recommend engaging the services of a digital forensics service provider who is familiar with the complexities of mobile phone forensics, there are certain situations in which the end-user can at least create a preserved, forensically sound copy that a digital forensics expert can later access and produce data from. For the purpose of this article, we are assuming that the text messages are sent or received by a mobile telephone. We’ll start by lumping most of the mobile phones in use today into two major categories: Smartphones and Feature Phones. The most popular Smartphones would include Apple’s iPhone, Google’s Android, Microsoft’s Windows Phone, and RIM’s BlackBerry devices. Feature phones are pretty much everything else; having some of the basic “features” of smartphones, but lacking in overall integration with the phone’s operating system and hardware, and with limited user-customization options. Feature Phones For feature phones, the end-user is limited as to their preservation options. Depending on the service provider, the feature phone may or may not be equipped with a Subscriber Identity Module (SIM) card. The SIM card contains information that will validate the phone on the service provider’s network, but can also be used as a repository for received text messages. Text messages can also be stored on the phone itself, and in some situations, messages are stored on the phone and SIM card. There are a number of SIM card readers and software products that, when used together, allow a user to explore and manage the contents of a SIM card. However, if the user doesn’t fully understand how to use the hardware/ software safely, he or she could just as easily alter or permanently erase the very data they are trying to preserve. There are several products used within the forensic community to preserve text messages from many feature phones - from both a SIM card and the phone itself. This will result in an electronic copy of the text messages being extracted from the SIM card and/or phone, and will include not only the content of the message, but also the date and time the text message was sent/received and information about the sender (phone number and/or contact information for a phone number if the user has added them to the phones address book). Furthermore, SIM cards and many feature phones have a limited number of “slots” to store text messages, and the number of slots will vary across manufacturers and can even vary across similar phone models from the same manufacturer. When these slots are full, the phone will begin to overwrite the older text messages with the newer ones - a process that renders the older messages unrecoverable. With an average user sending or receiving sixty text messages per day, the likelihood of this happening increases dramatically. For a digital forensic expert, the ability to recover deleted text messages from a feature phone is dependent on the make/model of the phone, the length of time that has passed since the messages were deleted, the number of new text messages that have been sent/received since the messages were deleted, and whether the deleted messages have been overwritten. Furthermore, the make/model of phone will need to be supported by the forensic hardware/software the expert uses - if the hardware/software cannot communicate with the phone, the data cannot be accessed and preserved. Recovery from a SIM card is a little more straightforward as its architecture is standard; however, the same usage rules apply to it. This is why we never make promises about what we can recover. It is more or less a crap shoot every doggone time. Smartphones For smartphones, and depending on the make and model of phone, there are several options for preserving text messages. Although a smartphone may be equipped with a SIM card, text messages are not typically stored December 2012 there. Instead they are stored in a database file or another organized collection format, located on the phone itself - it is this file(s) that will specifically need to be preserved. The iPhone, in conjunction with iTunes (Apple’s software program for playing, downloading, saving, and organizing multimedia files on a computer or Apple iOS device), will allow an end-user to create a backup of the existing user-data from the phone - including the database file that stores the text messages. When the user connects the phone to iTunes, this backup will typically happen automatically, but a user can also initiate the backup at any time. iTunes will only store one backup at a time, so creating a new backup will cause the deletion of a previously created backup. The backup file will be buried in a system area of the computer used to create the backup, but with a little assistance it can be located. A user won’t be able to access the data in the backup without special software, but a qualified digital forensics expert will be able to open the backup, access the text message database, and extract the necessary text messages. To a degree, deleted text messages may also be recoverable from the existing text message database. However, if a significant amount of time has passed, and depending on the user’s text messaging habits, deleted text messages will not be recoverable via this method. A digital forensics expert will need to create a more thorough backup of the phone that will allow them to potentially recover deleted text messages using more advanced techniques. Similar to the iPhone, BlackBerrys also allow for a backup to be created that will contain existing text messages. This backup can be created using the BlackBerry Desktop Manager software that comes with the phone or is available for download from the BlackBerry website. Unlike the iPhone, multiple backup files will exist on the computer used with the Desktop Manager. Like the iPhone backup, a user won’t be able to access the data in the backup without special software, but a qualified digital forensics expert will be able to open the backup and extract the necessary text messages. Deleted text messages can only be recovered using a combination of specialized hardware and software used by digital forensic service providers specializing in mobile phone forensics. In some situations, only the removal and analysis of the phone’s memory chip, a process that will destroy the phone, will allow for the recovery of deleted text messages. For obvious reasons, this route is ordinarily something undertaken primarily by law enforcement. Google Android and Windows Phone smartphones do not have a native method for preserving text messages. A digital forensics expert will use tools and techniques specific to the type of phone they encounter. However, for the end-user, there are several third-party applications that advertise the ability to backup existing text messages from these devices. Any application the end-user chooses should offer the ability to export the messages and their attributes into an uneditable format, so there is no question as to their authenticity. Not all makes/models of phones are supported by forensic products and electronic versions of the existing text messages are not always obtainable. In these situations, even the best forensic examiner will be forced to painstakingly take digital photographs of the existing text messages as they natively appear on the mobile phone. And yes, these are admissible in court. As far as deleted text messages are concerned, if they still exist on the phone, even in a fragmented form, a digital forensic expert should be able to recover them as long as the analysis computer can communicate with the phone. Regardless of the method used, it should not alter any of the original text messages, the process and results must be reproducible and the preserved information must be identical to the original source information. Although an end-user may be able to assist with some of the initial stages of text message preservation, a digital forensics expert will be able to extract and produce verified and accurate text message data from the preservation data set. In most situations, engaging a digital forensics expert to complete the entire project life-cycle - from preservation to production - will allow for a more accurate and defensible use of text message data. The temptation to DIY this sort of project should be resisted. If you’re going to throw the dice and gamble monies on the recovery of text messages, hiring an expert will give you the best odds of rolling a seven. The authors are the President, Vice President and Director of Computer Forensics at Sensei Enterprises, Inc., a computer forensics and legal technology firm based in Fairfax, VA. 703-359-0700 (phone) 703-359-8434 (fax) sensei@senseient.com (e-mail), http://www.senseient.com. December 2012 www.sbcba.org DECEMBER ALMANAC By: Tony Sears A ll times Pacific Standard Time (PST), which is minus eight (8) hours from UTC (Universal Time Coordinated). Location: 34.1 N, 117.7 W. All astronomical data courtesy of the United States Naval Observatory website: December Sky. The December Full Moon, known as the “Full Long Night Moon” occurs on December 28, 2012, at 2:21 a.m. and rises at 5:28 p.m. The Geminids meteor shower is predicted to be excellent this year. The Moon is not an issue and zhr (zenithal hourly rate) is expected to by 120 on the night of December 13-14. I will be up at Cow Canyon Saddle near Mt. Baldy. Jupiter is at opposition December 2 and in the sky from dusk ‘til dawn. For you early birds, look for the triple threat of Venus, Saturn, and the thin crescent Moon early on the morning of December 9. The Winter Solstice occurs on December 21, at 3:11 a.m. The “shortest” (least time between sunrise and sunset) days of the year is are actually December 16 through 22, with 9 hours and 53 minutes between sunrise and sunset. Looking for an interesting and useful Holiday gift? Consider the “Astronomical Calendar 2013” by Guy Otwell, published by Universal Workshop, P.O. Box 102, Rayham, MA 02767-0102, telephone (800)-533-5083, UniversalWorkshop.com. This an excellent resource for beginner to expert. You can teach yourself basic astronomy just by following the calendar for a year. It is in a large format and contains sky maps and many helpful diagrams. It costs about $30.00 a copy. Go ahead and order 2 or 3 copies, because when you see it, you’ll want to keep a copy for yourself. Winter Preparations: With the approach of the rainy season, December is great time to do a few simple things that will make those bad weather days go a little smoother. Replace your wiper blades, which degrade in the sunlight. Check your tires and make sure they are properly inflated. Check your spare tire. Make sure your AAA membership is in force. Locate your umbrella and rain gear. Give your yard the once over. Stow that firewood on the porch. Having it all together before you hit the hay makes for a nice cozy slumber. Garden Notes: Take advantage of the chance to plant flowering bulbs now. Daffodils, Tulips, Freesia, Anenomes, Crocus, and Hyacinths. You can buy your bulbs now, put them in the fridge or other cool dry place until you plant late in December or early January. You can do some impressive things in your flower beds with bulbs. You can make circles, squares, triangles, letters, or any other pattern you can conceive of. Just dig a shallow trench, throw some bone meal or other bulb fertilizer, arrange the bulbs, cover with soil, and finish with a layer of medium or small redwood bark mulch. Give it one good watering and the winter rains will take care of the rest. These bulbs all do quite well in containers. By February or March, your efforts will be rewarded. December Recipe: At the installation dinner in October, the topic of lasagna came up. During our discussion, I told Ricardo Echeverria that the best lasagna ever is made by our own past President, Angelique G. Bonanno. So, again, by popular demand, here it is: AGB LASAGNA DELUXE This takes all day, but your efforts will be rewarded. Perfect Sunday project for a chilly December day. This is great one to get your teenager(s) involved. It also freezes quite well. You can double up on the sauce and make 2-3 trays at the same time. Angelique tells me that you can use small disposable pans for a 2-4 person serving. When freezing, wrap with plastic first, then foil to protect against freezer burn. Nothing like having a nice lasagna in the freezer. Serve with garlic toast, a fresh green salad, and a nice Chianti. 5 Angelique’s Pasta Sauce 2 pounds leanest ground beef (best to use 8% fat or less; ground sirloin or even ground bison if you can get it) 1 tbsp extra virgin olive oil 4 cans Hunts tomato sauce (large size cans)4 cans Hunts tomato paste (medium size cans) 2 cups Cabernet wine 1/2 cup vodka (optional, but best if you use Grey Goose) Salt and pepper 1⁄2 cup parsley flakes 1/4 cup basil flakes 1/4 cup oregano flakes 1 tbsp garlic salt (optional: 1 tbsp sugar, but real Italians don’t use this in their sauce) Set the stove burner for high. In a large pot, add olive oil. Swish around to cover bottom of pot. Add tomato sauce, and paste. Stir continuously. Add wine and vodka. Stir continuously. Add 1 tsp of salt, 1 tbsp pepper. Stir continuously. Add parsley, basil, oregano, garlic salt, (and sugar if you choose) Stir continuously. Keep on high heat for 10-15 min. Stir continuously. Be careful, sauce will spit when it heats up. Reduce heat to medium and cover pot. Brown ground beef in large pan. Season to taste with salt and pepper (I prefer more pepper to give it a kick) Drain extra fat from meat. Add meat to sauce. Stir continuously for about 5 minutes. Reduce heat to lowest setting. Cover pot. Let sauce barely simmer for 4-6 hours. Always remember to return to sauce and stir!!! You likely have a timer app on your smart phone, so put it to good use. The trick to reducing the acidic taste of pasta sauce is to let it cook for several hours on the lowest heat, and stirring from time to time. The extra time cooking makes a big difference in the finished product. Angelique’s 8 layer Lasagna (This is for a full large tray or 2-3 smaller trays. 3-4 packs lasagna noodles (I prefer Barilla brand) Large tub of Ricotta cheese Large cube of Mozzarella cheese (you will need to grate it, or you can cheat and get the grated cheese at Claro’s in Upland) Grated Parmesan cheese splash of olive oil parsley flakes Preheat oven to 350f. To prep the lasagna noodles, use a large flat pan. Fill with water and a splash of olive oil. (this is so the noodles will not stick together) Place lasagna noodles in water to soften (about 1015 min) The noodles will finish cooking in the final product and you won’t have to worry about handling cooked pasta. Grate mozzarella cheese. In large lasagna pan, line bottom of pan with a layer of pasta sauce. Add a layer of lasagna noodles. Add large spoonful of ricotta cheese on each noodle, about 2-3 inches apart. Sprinkle a layer of grated mozzarella cheese all over pan. Sprinkle a thin layer of grated Parmesan cheese all over pan. Add second layer of lasagna. Add a layer of pasta sauce (be generous with your sauce!) Add cheeses as above. Add layer of pasta sauce. Repeat until you have 8 layers. The final (top) layer should be pasta sauce. Sprinkle parsley on top, in the center of pan for design. Cover pan with tin foil. Bake at 350 with tin foil on top of pan for 45-50 min. Remove tin foil and bake for another 5-10 min. Remove from oven and allow to sit for 10-15 min before cutting. When cooking a frozen lasagna, it is not a good idea to thaw first. It will become soggy. Start the oven off at 425. Remove the plastic wrap. Replace the foil and leave lasagna covered with aluminum foil, bake for 50 minutes at 425, uncover, and finish 15-20 minutes at 350. While that lasagna is heating up, you will have your evening chores closed out, and be able to sit down for a simple, awesome homemade dinner. Buon Appetito! Tony Sears 6 San Bernardino County Bar Association The iPad Lawyer - Real Secrets To Presenting With Your iPad In Court by Scott Grossberg, Esq. H ow would your trial, arbitration, and mediation appearances be different if you could present everything directly from your iPad? Now imagine you are able to walk about the courtroom or conference room, hand your iPad to experts and witnesses, and even show items during a sidebar without any wires. This is the type of freedom you crave! And it looks almost magical. Recently, I was presenting in a courtroom. I used my own projector, accessories, and WIFI setup in order to handle the iPad wirelessly from anywhere in the department. When I was finished, the judge asked me to walk him through my configuration and equipment so that he could see if his courtroom was technologically outfitted to accommodate anyone who might show up for Trial with an iPad. When you’re wielding such magical storytelling tools, this is not an unusual inquiry. While this particular trial department was well-equipped with its own screen, projector, and visual capture device, it did not have its own secure WIFI network nor was it Apple TV capable, yet. (Although, I did hear the judge exclaim as I strode out of sight, “I will talk to the techies and get this done right.” - okay, it’s the holiday season, I couldn’t resist!) December 2012 Now let me digress for a moment. I have been asked by a judge, “Mr. Grossberg, how do you plan to share this technology with the other side? You do have a duty to do so.” My response is simply, “Your honor - with all due respect - I have no challenge with letting my friendly adversary use my projector, but I cannot share my hotspot technology with them. While they are free to hook up to the projector, I have confidential information that is being passed through my hotspot and if I allow them access to the hotspot, they can kick me off during my presentation at any time.” That argument seems to do the trick. 2. Apple TV and AirPlay In order to use this pack-of-cards-sized awe-maker, you will be enabling AirPlay. The Apple TV will be wirelessly accessing your mobile hotspot because the Apple TV and your iPad must be operating on the same WIFI network. Apple TV will also be connected to your projector by means of an HDMI cable. Once hooked up, you will enable Airplay mirroring on your iPad. You can do this easily by pressing the iPad’s home button (the depressed round button at the bottom of your iPad device) twice. Once the menu appears at the bottom of the screen, slide the menu all the way to the right. You will see the AirPlay option button. Tap that button, then tap the name of the device you are using for mirroring (in my case Apple TV), and set Mirroring to On. Whether you are presenting for a judge, jury, mediator, or arbitrator, you will want to be prepared for any type of setting, configuration, and technology limits you encounter. Naturally, as I travel about presenting my iPad Lawyer seminar to groups in various places, I run into all types of location-specific technology capabilities and shortcomings. It really doesn’t serve me well to show up to a venue only to find that I can’t show off the spectacular applications that are available for attorneys. So, after receiving many requests, here are my secrets for being able to give a stellar presentation nearly anytime and anywhere. 3. Projectors LOOK, MA, NO WIRES (well, almost) As I wrote, nothing looks more wondrous than using your iPad to show off exhibits, video, slides, etc., without it being “hooked up” to anything. Obviously, this is my preferred way of presenting. If you’re using an iPad 2 or later version and running at least iOS 5, here are the techniques and tools I currently use to create my wireless storytelling. I say currently because technology is always changing and I am an early adopter of anything that will make me more productive. In addition to the iPad/iPhone dock, my projector has HDMI, component, and composite video inputs, so you can connect in any way that you might need. 1. Verizon MIFI Hotspot/iPhone Personal Hotspot Nowadays, public WIFI is prevalent. My experience, however, is that it can be painfully slow. More troubling is the fact that it might not be too secure. As lawyers, oath-driven and entrusted with our clients’ secrets, we have an obligation to be reasonable in the use of public WIFI settings. If there have been claims of concern about sitting in a coffee house and doing mighty lawyerly things over that public WIFI network, I am certainly not sold on using even the court’s public trusty WIFI for trial work. By bringing my own hotspot to a venue, I have a reasonable assurance of sustained stability, a reasonable expectation of privacy, and lickety-split connectivity. Once at your location, turn on your password-protected hotspot. Presuming you have practiced with your iPad and presentation equipment beforehand, your iPad will have remembered your hotspot’s password so you should not have to worry about login protocols. I have been using the Epson MegaPlex MG-850HD Projector for quite some time and I love it! I wouldn’t travel the airways with it, however, as it is quite heavy at just over 8.5 pounds. That being said, this powerhouse boasts 720p of resolution and 2800 lumens of brightness (I have used this from counsel table on a very large screen and the projected image was large enough to be seen from around the courtroom). And . . . the projector has two built-in 10-watt speakers (very important when you’re playing back a videotaped deposition or accident reenactment) and a mic input. Voila! You can now dazzle people! THE HARDWIRED OPTION (for those times when you’ve been grounded) When you don’t have access to a projector that has an HDMI connection or when your hotspot signal just isn’t stable or readily accessible, you can still be ready to easily impress. The only difference will be that you are tethered, thereby cutting back on your ability to freely walk around the room. 1. Connectors/Adapters The following discussion is applicable to versions 2 through 4 of the iPad. Please note that if you use the iPad (4th generation), you will have to take into account the new lightning connection port as opposed to the 10-pin connection port found on earlier models. I carry a connection toolkit with me at all times. Among other accessories, it includes: A. Apple Digital AV Adapter (for devices with HDMI inputs) B. Apple VGA Adapter (for devices with VGA inputs) I don’t use any other type of connector. For the sake of completeness, however, you should be aware that there are the lesser resolution providing Apple Component AV and Apple Composite AV cables. December 2012 “The oldest continuously active bar association in California” 7 2. Projectors I mentioned earlier that I use the Epson MegaPlex MG-850HD Projector because of its connection versatility. If you are not going to present wirelessly using Apple TV (or a similar configuration), you don’t need such a projector. In fact, you can use any device that will take either of the two adapters listed above. AND IN CONCLUSION I would be remiss if I didn’t mention that you really can tell the difference between a VGA and an HDMI connection. In my opinion, it is well worth the added effort to go the HDMI route whenever possible. Finally, for you overachievers who want even more options, check out these two desktop/laptop applications that run on both the PC and Mac: A. Reflection: reflectionapp.com B. AirServer: airserverapp.com Both of these programs allow you to mirror your iPad to your desktop or laptop PC or Mac. With either program running, you use AirPlay on your iPad just as you would with the Apple TV. As long as you have a connection between your desktop or laptop and a projector, you’re in business. I have tried both programs and, for the moment, have chosen to go with AirServer. Happy presenting in court . . . and beyond! The iPad Lawyer Real Secrets for Your iPad Success The iPad – Your New Legal Assistant (Learn how to make the iPad work for you!) Created specifically for legal professionals, this seminar will show you how to effectively use an iPad in a legal environment. In-house seminars at group rates are available. For more information and pricing, contact: Scott J. Grossberg, Esq. Author of The iPad Lawyer Phone: 909-483-1850 Email: sgrossberg@cgclaw.com 8 T San Bernardino County Bar Association he November meeting of the Honorable Joseph B. Campbell Inn of Court was held on Wednesday, November 14, 2012, at the Arrowhead Country Club in San Bernardino, CA. Commissioner Diane I. Anderson, President, opened the meeting by introducing Law Student Member Mark Casey Cunningham. Casey, as he prefers to be called, is a third year student at the University Of LaVerne College Of Law. He received a Bachelor of Science Degree in Criminal Justice from San Diego State University. Casey is currently on the University Of LaVerne School Of Law’s Mock Trial Team and will compete during the 2012-2013 academic year. He is presently a Certified Law Clerk for the San Bernardino County District Attorney’s Office in Rancho Cucamonga. Casey plans to pursue a legal career that focuses on public service within San Bernardino County after he graduates in 2013. Also in attendance were Law Student Members Justin Crocker and Adrienne Mendoza. The November meeting of the Honorable Joseph B. Campbell Inn of Court is the annual Bring an Associate meeting whereby members are encouraged to bring an associate with them to the meeting who may be interested in joining the Inn. Four associates were introduced by their respective sponsoring members bringing the total number of attendees to 50 for the meeting. The membership was advised that this year the Honorable Joseph B. Campbell Inn of Court was participating in the National awards program Achieving Excellence. In an attempt to receive Platinum Status, Gregory Brittain, the Inn Counselor, will be submitting an article seeking publication in the Bencher Magazine of the American Inns of Court. A call for articles by members was encouraged as well with an offer to any member who has an article published in the Bencher having their 2013-2014 membership dues waived. Mark McGuire, the Inn Secretary addressed the membership regarding the Inn’s mentoring program. He explained that the mentoring program will focus on the Inn’s Law Student Members and build outward to Associates and Masters. Mark advised that a mixer would be scheduled and that any member interested in participating as a Mentor could attend the mixer or could contact Mark directly to engage as a Mentor. Donna Connally, the Inn Program Chair then introduced the speakers for the evening: the Honorable Christopher B. Marshall, attorney Michael Bell, attorney Dennis Popka and attorney Jeffrey Raynes. This distinguished panel of speakers presented on the topic ECONOMICS AND THE CHANGING ROLE OF JUDGES AND JUSTICE. Mr. Bell, Mr. Popka and Mr. Raynes are all members of A.B.O.T.A (American Board of Trial Advocates) and Mr. Raynes was voted Trial Lawyer of the Year by the California chapters of A.B.O.T.A. in 2005. Court’s Budget Reduction: Judge Marshall advised the membership that the budget cuts to the California Judiciary are the most serious and significant in the entire nation. From the Desk of the President of the HON. JOSEPH B. CAMPBELL AMERICAN INN OF COURT by Commissioner Diane I. Anderson As a result of budget cuts, the San Bernardino County Superior Court Chino District will close at the end of business on December 31, 2012. The cases heard in Chino will be reassigned in part to the Fontana District and in part to the Rancho Cucamonga District. Effective October 1, 2012, the Needles District clerk’s office public service hours will be 8:00 a.m. to 4:30 p.m. Tuesday and Wednesday during the second full week of each month and 8:00 a.m. to 3:00 p.m. Thursday during the second full week of each month. The Needles District clerk’s office will be closed on all other days. Judicial Reassignments will become effective November 26, 2012. Three assigned Judges will be leaving the San Bernardino County Superior Court Rancho Cucamonga District: the Honorable Ben T. Kayashima, the Honorable Barry Plotkin and the Honorable Raymond VanStockum. Judge Marshall conveyed to the membership that the Court is in for difficult and ominous fiscal times. He indicated that the Court will need the collegiality and cooperation of the legal community in order to face these very serious fiscal challenges. It should be noted that the passage of Proposition 30 will not improve or help the courts. Expedited Jury Trials: Judge Marshall advised the membership that it is possible to have an expedited jury trial in the San Bernardino County Superior Court. An expedited jury trial would be a panel of 8 jurors with 6 jurors reaching a verdict. Each side is allowed 3 hours of trial time with trials lasting one to two days. Expedited jury trials are limited to civil litigation and can be advantageous in actions such as fender benders, slip and falls, and unlawful detainers. Attorney Raynes informed the membership that expedited jury trials are recognized by ABOTA towards qualifying for membership in ABOTA. Costs of Litigation: Attorney Bell explained to the membership that in order to have a civil jury trial a $150.00 non-refundable jury fee per side must be posted with a demand for a jury which must be made at the time of the Case Management Conference. Failure to post this fee will result in a waiver of a jury trial. Attorney Bell also informed the membership that witnesses and in particular expert witnesses are very expensive. Attorney Raynes advised the membership that an attorney should evaluate a case as to expert witnesses from day one. Attorney Raynes also discussed with the membership the financial advantages of December 2012 representing an institutional client versus representing a Plaintiff and encouraged attorneys to ask themselves: “ Can you compete with attorneys who are representing institutional clients?” If the answer to this question is no, Attorney Raynes suggested that an attorney should consider associating with a firm instead of turning down a case. Attorney Raynes shared with the membership that costs in a Plaintiff practice are crucial considerations. Not only should a Plaintiff’s attorney evaluate whether or not they can compete with attorneys who represent institutional clients, but the attorney should also ask, “Is it a good financial decision to take a case?” Arbitration and Mediation: Attorney Popka discussed with the membership arbitration and mediation explaining that arbitration is an adversarial process and mediation is a collegial process. He also explained that arbitrations and mediations can be binding or non-binding. Attorney Popka offered suggestions to attorneys who may be engaging in the mediation process, including but not limited to the following: know the background and tendencies of your mediator; be realistic with your offers and demands and give the mediator a detailed brief in advance of the mediation. Attorneys should decide whether to share the brief with opposing attorneys. The membership learned that mediations are expensive. An example was given of a recent mediation that cost $12,000.00; $6,000.00 each side. Mediators’ fees can range from $600.00 to $800.00 an hour. Attorney Popka opined that given the current economic times there will be an increase in the use of the mediation process. Attorney Bell advised the membership that binding arbitration can be a mine field. Arbitration is not a judicial process, it is decided under contract and there is essentially no right of appeal if you receive an adverse ruling. The presentation by Judge Marshall, Attorney Bell, Attorney Popka and Attorney Raynes was greatly appreciated by the membership, it was extremely informative and their graciousness to one another and to the membership is the epitome of the four tenets of the American Inns of Court: Civility, Ethics, Professionalism and Legal Excellence. Any members wanting to ask further questions or discuss any of the issues raised by the panel are encouraged to call the attorneys or Judge Marshall. The December meeting of the Honorable Joseph B. Campbell Inn of Court is the Inn’s annual field trip. This year the Inn will be taking a tour of the updated San Bernardino County Sheriff’s Department’s Crime Lab on December 12, 2012, meeting at the Crime Lab at 5:30 p.m. with the tour beginning at 6:00 p.m. Afterwards the membership will gather at the El Torito Restaurant on Hospitality Lane in San Bernardino for drinks and appetizers. For membership information in the Honorable Joseph B. Campbell Inn of Court, please contact Membership Chair Kathleen Patterson at kpatterson@homan-stone.com. December 2012 “The oldest continuously active bar association in California” is proud to announce that Hon. J. Michael Welch has joined the IVAMS panel and is available to provide you and your clients with services as a Mediator or Arbitrator. ADR EXPERIENCE: ���������� ��������� ������������������� ������������� ������������������������� ����������������������� ���������������� IVAMS offers ADR services for all types of cases. ������������������Please call IVAMS for assignments and availability. ������������������ ������������������������� is proud to announce that Hon. Michael B. Rutberg has joined the IVAMS panel and is available to provide you and your clients with services as a Mediator or Arbitrator. ADR EXPERIENCE: ������������������ ��������������������� �������������� ��������������������������������� ��������������������������� IVAMS offers ADR services for all types of cases. Please call IVAMS for assignments and availability. 9 10 San Bernardino County Bar Association 22nd Annual Red Mass by Jacqueline Carey-Wilson and Scot Neudorff M ore than 100 members of the legal community and their families gathered at the 22nd Annual Red Mass, which was held on October 16, 2012. Last year, the mass was moved from May to October to coincide with the opening of the annual term of the United States Supreme Court. The Red Mass is celebrated to invoke God’s blessing and guidance in the administration of justice. The mass was held at Saint Francis de Sales Catholic Church in Riverside. Judges, lawyers, and public officials of several faiths participated. In the opening procession, David D. Werner carried a banner depicting the Holy Spirit, the Scales of Justice, and the Ten Commandments, symbolizing the impartiality of justice and how all must work toward the fair and equal administration of the law, without corruption, avarice, prejudice, or favor. Patricia Cisneros processed into the church with a vase of 21 red roses, in memory of those members of the Inland Empire legal community who had passed away in the last year, and three additional red roses for Linda Maynes, Helen Rodriguez, and Louise Biddle, members of the Red Mass Steering Committee who had passed away in previous years. The mass was dedicated to those who serve us in the armed forces, especially in Iraq, Afghanistan, and other places where they are in harm’s way. The chief celebrant was the Most Reverend Rutilio del Riego, the Auxiliary Bishop of the Diocese of San Bernardino. The Very Reverend David Andel gave the homily. Rabbi Hillel Cohn, Rabbi Emeritus of Congregation Emanu El in San Bernardino, read a passage from Deuteronomy (16:18-22) in Hebrew and then in English. Bart Brizzee, Second Counselor, Yucaipa California Stake Presidency, the Church of Jesus Christ of Latter-Day Saints, read a passage from James (3:13-18). Elizabeth McDonough Barry offered the Prayers of the Faithful, which included honoring the members of the Inland Empire legal community and the steering committee who had passed away. Deacon Luis Sanchez read a passage from the Gospel of Matthew (5:1-12). During the homily, Reverend Andel, who is a canon lawyer with the Diocese of San Bernardino, encouraged us to look at those “good-hearted people who have approached us seeking our help and expertise as poor in spirit. We identify ourselves with the Beatitudes, but let’s look at our clients as such . . . . Those who are poor in spirit or just plain poor approach us . . . those who mourn from death, divorce, and injustice; the meek, the humble, and the timid - unsure how to proceed or where to go from here, throw themselves at the feet of our expertise, take our word as gospel. Those who hunger and thirst for December 2012 righteousness . . . . The merciful? The clean of heart?” Reverend Andel conceded that these words are “broad generalizations of the ideal client; but in reality, clients are sometimes very difficult . . . . Sometimes I am tempted to push people aside just like I push paper aside, but each individual person is worth more them all the paperwork.” According to Reverend Andel, the challenge in our work is to see that “behind each piece of paper/brief, there is a person and a life, a heart, a soul, a wife, a father, a child of God.” Reverend Andel encouraged us to put our faith into practice in this secular society, so that our witness might be more credible. In our work, we are called to be “peacemakers, meaning that peace might be the result of our work.” At the end of the mass, Bishop del Riego gave a blessing to Michael Scafiddi, the recipient of the Saint Thomas More Award. Rabbi Cohn, Bart Brizzee, and Bishop del Riego then each gave a separate blessing to those in the legal community. At the reception immediately following the mass, Judge John Pacheco presented Michael Scaffidi with the Saint Thomas More Award. The Saint Thomas More Award is given to an attorney or a judge whose conduct in his or her profession is an extension of his or her faith, who has filled the lives of the faithful with hope by being a legal advocate for those in need, who has shown kindness and generosity of spirit, and who is overall an exemplary human being. When speaking about Saint Thomas More, Pope John Paul II stated that “this English statesman placed his own public activity at the service of the person, especially if that person was weak or poor; he dealt with social controversies with a superb sense of fairness; he was vigorously committed to favoring and defending the family . . . .” Michael Scafiddi came from humble beginnings. Born in New York, he was raised in a family of seven children and graduated from John Jay High School in 1976. He is married to Darlene, his high school sweetheart and wife of 34 years. Michael and his family moved to California in October 1979. After working in law enforcement for 13 years, he attended California Southern Law School, graduating in June 1996. In 1997, he was admitted to the California Bar. Since then, Michael Scafiddi has shown through his works that he is committed, not only to the practice of law, but also to the members of both our local and legal community. Michael is a lifelong Catholic who aspires to live his faith every day. He has been a member of the St. Adelaide’s Parish since 1987 and has also been a member of the parish of St. Joseph the Worker since 2003. Michael served as a member of the Aquinas High School Board from 2001-2006 and is a member of Aquinas’s President’s Advisory Board. Due to his involvement with Aquinas, the school has adopted a December 2012 www.sbcba.org 11 football award named after him for players who demonstrate expertise and by encouraging others to do so for the benefit of the qualities of fortitude and strength. Michael established those who are less fortunate. the Scafiddi Family Trust in 2010, Saint Aelred of Rievaulx was which donates a full scholarship of quoted as saying, “Charity may $7,000 a year to an Aquinas student be a very short word, but with its with a financial need who maintains tremendous meaning of pure love, a B average, plays a sport, maintains it sums up man’s entire relation to good citizenship, and displays a God and to his neighbor.” Michael commitment to the community Scafiddi aspires to live the core values through volunteer work. Michael expressed in these words. Michael and his family have given a 10-year Scafiddi has demonstrated in the past commitment to the trust. and continues daily to demonstrate Michael’s family has established a the qualities of a person deserving second trust of $100,000 which gives of the Saint Thomas More Award. installments of $10,000 a year over The Red Mass Steering Committee a ten-year period to Cedar House was pleased to recognize Michael Rehabilitation Center. Cedar House Scafiddi for his extraordinary service Darlene, Chloe, Megan, and Michael Scafiddi is a 125-bed facility in Bloomington and devotion to church, community, focused on drug and alcohol treatment. and justice. The trust was established in memory of Michael’s brother, The Red Mass Committee is accepting nominations for the Joseph, who passed away in 2009 as a result of alcoholism. 2013 Saint Thomas More Award. The award will be given at Michael has served as the Vice-President of the San the reception following next year’s Red Mass, which will be Bernardino County Legal Aid Society and has served on its held in October 2013. If you have any questions or would like Board of Directors since 1997. In 2008, Michael became the to be involved in the planning of next year’s Red Mass, please President of the San Bernardino County Bar Association. call Jacqueline Carey-Wilson at (909) 387-4334 or Mitchell During his term as President, he and the other bar association Norton at (909) 387-5444. officers initiated and successfully established the “We Care Jacqueline Carey-Wilson is deputy county counsel for San Mentoring Program” for area lawyers. Bernardino County and co-chair of the Red Mass Steering On October 14, 2010, Michael was the recipient of the Committee. Kearney-Nydam Award. This award is given to members of Scot Neudorff practices criminal defense in Riverside and the community who have best exemplified the high purposes of San Bernardino Counties and is an associate with the Law the Legal Aid Society by generously giving time, energy, and Office of Michael Scafiddi. Judge Pacheco, Jim Heiting, Judge Schneider and Gary Smith Jackie Carey-Wilson and David Werner Mike and his mother, Gladys Scafiddi Bishop Rutilio del Riego and Rabbi Hillel Cohn San Bernardino County Bar Association 12 MEDIATION IN CIVIL & FAMILY CASES THE CARE AND FEEDING OF TRIAL COUNSEL By Donald B. Cripe M ediation of Civil and Family Law cases is becoming more popular, particularly under the cloud of overwhelmed and under-budgeted Superior Courts. Yet it appears that many trial lawyers avoid or thwart the process for a number of reasons, some of which are unwise and possibly not in the best interests of the clients. This article is intended to try to encourage trial counsel to see the real benefit of the Mediation process for the client and to view the mediation process as a very positive dispute resolution process. CONDUCT OF COUNSEL Counsel has an absolute duty to act in the best interests of clients. Chapter 3, The Rutter Group, Professional Responsibility at 3: 187.1 states: “A lawyer’s duty of loyalty goes beyond the scope of the CRPC requirements: ‘It is ... an attorney’s duty to protect his client in every possible way, and it is a violation of that duty for him to assume a position adverse or antagonistic to his client without the latter’s free and intelligent consent ... By virtue of this rule an attorney is precluded from assuming any relation which would prevent him from devoting his entire energies to his client’s interests.’ (Santa Clara County Counsel Attys. Ass’n v. Woodside, (1994) 7 Cal 4th 525, 548)” (See also B&P Code § 6068; RPC 3-500, 3-510, among others) “I never settle cases because I can get sued…” one seasoned attorney recently said to me. “It is better to let a judge decide so I don’t have the responsibility…” said another. The most over-used I have heard is “I can’t let my client do that…” And the most incredible example comes from a recent mediation conducted by a colleague in which the mediator crafted a truly amazing solution that would have returned the plaintiff far more than it would have appreciated at trial without the risks inherent. The only thing the settlement did not provide was the payment of attorneys’ fees to the plaintiff’s attorney. The attorney refused to carry the settlement offer to the client because he was not going to get paid by the defendants. It is true that some cases have to be tried for a variety of reasons. However, it is likewise true that the vast majority of civil and family cases should be, and many are, settled. Unfortunately, the settlement rate is far too low forcing cases to be set for trial thereby adding to the backlog of cases and the “rush” to get cases tried when they do get a courtroom. The situation puts a particular burden on those cases that need to be tried and because of the rush to the open courtroom, probably fails the litigants. The final analysis for counsel has to be, “whose case is it?” Counsel absolutely must protect the client from the abuses of the opposition, the client’s unfamiliarity with the litigation process and from unscrupulous acts committed by the opposition. That said, it is not an attorney’s responsibility to assert his or her personal judgment over that of the client. It is the attorney’s absolute responsibility to advise the client on the law and what the possibilities, both good and bad, may be with respect to the case. But no more would we tell the client what to plant in his garden should we tell a client whether or not to accept a “deal” to settle the case. Most believe that counsel must look at the long-term outcome, i.e., what is it going to cost the client compared to what the client is going to net at the end? This, in mediation terms, is called “net to client.” There is very little justification for an attorney to push a case to trial when the same case could have been settled at far less expense to December 2012 the client at mediation or at any other time. Additionally, it seems to be a very risky proposition for an attorney to advise a client to try a case unless that attorney can and will guarantee an outcome. Of course, that is an even more risky position or an attorney. It is also true that when lawyers negotiate settlements, particularly when some client “arm twisting” is necessary, the specter for malpractice looms for months or years thereafter. No practicing lawyer has been able to avoid the influence upon clients that neighbors, family and friends who know someone who had an “identical” case, irrespective of the facts and applicable law. Consequently, counsel are all too often second-guessed after-the-fact when a client tells its friends about a settlement. That second-guessing sometimes can lead to bar complaints and civil lawsuits. However, the California courts have fashioned relief from this fear whenever an attorney formally mediates a case with the participation of his client. The California courts and the statutory scheme providing for mediation have created very strong protections for the attorney and, for that matter, the client. The most significant cases addressing these issues are Cassel v. Superior Court, (2011) 51 Cal. 4th 113, 119 Cal. Rptr. 3d 437 reaffirming and reinforcing Wimsatt vs Superior Court, (2007) 152 Cal.App.4th 137, 61 Cal.Rptr.3d 200, discussing Cal.Evid.Code § 1115 et seq. (cf. California Assembly bill AB 2025) Wimsatt was a legal malpractice action that arose out of a mediated settlement. The court held that since mediation was a confidential (i.e. the misused term “mediation privilege”) proceeding, none of the matters directly involved with the mediation upon which the plaintiff sued, were admissible. The court ordered a protective order in favor of the attorney prohibiting discovery of those documents upon which the client relied. Ultimately, the case was resolved in favor of the attorney. The subsequent Cassel opinion by the California Supreme Court extended the mediation “privilege” to the downright egregious conduct of counsel in the “course of” mediation. Thus, though an attorney can always be sued by a disgruntled client, submitting a case that should be settled to the mediation process not only enhances the client’s potential of obtaining a satisfactory outcome but also protects the attorney from the phenomenon sometimes referred to as “buyer’s remorse” on the part of the client. Those of us who want the court to make a decision because we do not want to bear the responsibility for the outcome of the case, are also best served to take cases to mediation. In mediation, depending upon the approach taken by the mediator, the client ultimately makes the decision of whether or not to settle the case with the advice of counsel and the input of the mediator. Thus, if your mediator is taking and “evaluative approach” and tells the client the weaknesses of his or her lawsuit, the case is more likely to be settled while protecting the interests of both counsel and clients. The above begs the question, “how is a mediated settlement agreement enforceable by the court if the process is confidential?” The answer is revealed in The Estate of Thottam, (2008) 165 Cal.App.4th 1331, 81 Cal.Rptr.3d 856. Basically, a trained mediator should be able to craft an agreement that avoids this difficulty and renders the agreement admissible for the purpose of enforcement. However, it does not in any way remove the protections provided in Cassel and Wimsatt. However, caution must be taken to avoid the difficulties encountered by the parties and counsel in Davis vs Rael, (2008) 166 Cal.App.4th 1608, 83 Cal.Rptr.3d 745. In that case, the individuals who crafted the settlement agreement did not incorporate the language necessary to allow it to be admissible for the purpose of enforcement. As a consequence, the enforcement action (basically a CCP §664.6 action) was dismissed and relief was unavailable. Mediation is a safe and effective way to resolve even the most difficult cases if the cases are presented by attorneys who are prepared to mediate to a professional mediator who knows what he or she is required to do for the protection of all involved. December 2012 “The oldest continuously active bar association in California” The unpublished, non-citable case, Marriage of Beetley, 2009 WL 1238785 (Cal.App. 2 Dist.)), offers a very good recitation of the mediation process. It should be clearly understood that the Mandatory Settlement Conference process and other forms of ADR specifically do not provide the same level of confidentiality and protection as the mediation process. In my experience, MSCs tend to be less successful because the information exchanged may be admissible at trial. A long time ago a senior colleague of mine said that being litigation counsel is one of those careers in which (the least on an individual case basis) if we do our job correctly, our income stops. While that is true on individual cases, I suspect that if the word gets around that a certain attorney gets cases resolved efficiently, quickly and inexpensively (relative to going to trial), that attorney will find that business will increase. Not many know that Abraham Lincoln was not only a very practical trial lawyer but an attorney who urged mediation, as well. When asked by others if mediating cases and peace-making wouldn’t hurt his law practice, he said, “There will still be business enough.” Lincoln urged mediation in his largest cases. In the Superfine Flour case, though he had a very good case to litigate, he told his client: “I certainly hope you will settle it. I think you can if you will....” “By settling, you will most likely get your money sooner; and with much less trouble and expense.” With respect to most cases Lincoln said, “Persuade your [clients] to compromise whenever you can. Point out to them how the nominal winner is often the real loser--in fees, expenses and waste of time.” (All quotes dated circa 1850) The point is that if we are truly thinking of our clients’ best interest, settlement, one way or another, is most often the best way to go. The last example (above) of a comment by trial counsel related to his ability to collect attorney’s fees should go without too much discussion. For an attorney to put his financial interests ahead of the client’s best interest is professionally reprehensible. In that particular case, the “little guy” client would have left the mediation in a position far superior to that at which he will now likely find himself after trial simply because the attorney wanted to make sure that he got paid first. As in most situations, the conduct of counsel is critical in mediation. It is the nature of the trial attorney to be somewhat possessive with ELWOOD M. RICH JUDGE OF THE SUPERIOR COURT (RET.) JUDGE FOR 28 YEARS MEDIATIONS ARBITRATIONS INDEPENDENT ADR (951) 683-6762 CALIFORNIA SOUTHERN LAW SCHOOL 3775 ELIZABETH ST. RIVERSIDE CA 92506 13 his or her case. My observation is that this is particularly true in family law matters where the majority of the litigants are far less sophisticated than they may be in civil matters. Thus, family law counsel frequently resist mediation for the apocryphal reason that though they may be able to take criticism from the bench or differ wildly from the opinions and perspectives of opposing counsel, they tend to not want to voluntarily submit to a neutral evaluation or the input of a family law mediator or arbitrator. For reasons that frequently escape me, those of us who practice in the family law courts strenuously resist formal ADR for settlement. The analysis in this article applies here just as it does in civil cases. Who benefits from resisting ADR? Is it the attorney for the client? Family Law attorneys frequently overlook the benefit of Family Code §2554, which gives the Family Law Bench discretion to order some cases to Judicial Arbitration to determine property issues. The process is almost identical to the Civil Judicial Arbitration process. “In any case where the parties do not agree in writing to a voluntary division of their community estate, the court may order the issues of characterization, valuation and division to be submitted to judicial arbitration pursuant to CCP § 1141.10…” (See The Rutter Group: Family Law, Chapter 8, §§8:970 et seq) and all cases may be submitted by stipulation to Arbitration of those issues, thereby saving the clients time and money. Instead of a wait of 5 months for a trial, the matter could be completed in a matter of weeks. If counsel is reluctant to submit to ADR because of the cost, I submit that even engaging the services of a private Arbitrator/Mediator will be less expensive than trying the same issues. If we are determined to take a case to trial irrespective of the net outcome to the client, we are doing our clients an incredible disservice. Most family law clients want the case to be over with but want to feel like they are getting a fair deal. Most of them (sometimes appropriately) distrust opposing counsel and sometimes even believe that their own attorney is in league with the opposition for the benefit of the lawyers. In those cases, if the matter is submitted to mediation, not only is the overall cost to the client generally less than if the case is tried, but the client should be able to air his or her concerns to a neutral party and, at the end of the case, know that he or she had a substantial say in the outcome of the case. Furthermore, the lawyer is relieved of much potential acrimony from the client. Family law lawyers could be a little less territorial in these matters. PREPARATION Before I realized the efficiency and effectiveness of the mediation process, I, like many of my colleagues, sometimes elected mediation as our ADR of choice solely to avoid the “downside” of judicial arbitration, i.e. discovery cutoffs, premature preparation, etc. After all, we had to go to ADR, anyway, and everyone knew that case is never resolved in that process, so why not take the easy way out? As it should have been at that time, the answer is obvious. If counsel has an opportunity to resolve case more quickly and efficiently for the client, he or she has an absolute duty to prepare and be ready to present the client’s case to the arbitrator or mediator. Just because the mediation does not result in some kind of finding or order (though it may result in an enforceable stipulation), the mediation proceeding is not rendered unimportant. One of the purposes of mediation is to try to get cases resolved before there are huge expenditures for discovery, depositions, etc. That said, there should still be enough investigation and discovery completed to allow the proceeding to go forward. I have mediated several hundred cases. With the exception of the relatively few cases in which the parties were simply too entrenched to negotiate in good faith, the only cases that have had to be continued or the mediation simply adjourned were those in which the excuse of counsels for not being able to negotiate was a lack of investigation and discovery. (continued on next page) 14 San Bernardino County Bar Association Counsel should look at it this way: if preparation will assist in settling the case, it should be done and even if the case doesn’t settle, counsel will be better prepared to proceed either to another mediation, mandatory settlement conference or trial. There is never a downside to preparation in order to meet the needs of the proceeding. In the infancy of mediation the Superior Court Judge in Riverside who ran the program (either before Confidentiality was the standard or in spite of the standard) would routinely check a box on the form he carried with him during mediation requesting the trial court to set an order to show cause for sanctions against any attorney who was unprepared or refused to cooperate. I am a loyal adherent to the confidentiality standard but I will admit that there are times that I would love to be able to march over to the trial judge to tell the him or her that an attorney or the attorneys were being boneheaded. Though that is not the appropriate course to take, if counsel would refer back to their duty to the client to competently represent the client’s best interest, counsel would be prepared to submit cases to mediation and to attend mediation well-prepared to negotiate in good faith with the goal of resolving the case. SETTLEMENT More often than not the actual parties to litigation are far more interested in resolving a case than going to trial. If a settlement opportunity is presented, that settlement opportunity should be explained to the client along with the net outcome and savings of time and avoidance of the continuing stress of litigation. While I was still actively litigating cases, I enjoyed trial. It provided a marvelous adrenaline rush and, when we prevailed, fed my ego tremendously. At the time I failed to appreciate that no matter how great I felt, the client was generally just happy to get it over with. And if we lost at trial, all the wonderful feelings from the previous victory dissolved but the client was still just glad to get it over with. When considering whether or not your case should go to mediation, think very carefully about the best case and worst-case scenario for your client, win or lose. That consideration should include the cost and risk to the client. I strongly believe that if cases are analyzed in a businesslike manner, the answer should be obvious. THE BENCH One critical element in the ADR process is our bench officers. If bench officers view ADR as a necessary evil before they can send the case to trial or, in family law cases, as matters to which no one would agree, they can be as much of an impediment to the process as counsel and the parties. We are fortunate that in Riverside we have civil bench officers who see the benefit in promoting ADR and, most specifically, mediation. If the bench assumes the attitude that ADR, specifically mediation, is ultimately in the best interest of the litigants and the bench will encourage the process not only through ADR literature provided at the time of filing, but also from the bench at the beginning of every morning calendar, the ADR process will be enhanced. If the attorneys and litigants believe that the bench is indifferent to the ADR process, why should they show any interest or why should they have any confidence in the process? Litigants and, though to a lesser extent counsel, look to the bench for guidance and confidence that someone is hearing them and cares about their cases. If the bench can make it clear or at least give the impression that the bench has confidence in the ADR process, I believe that the perception will be contagious. NOW WHAT? When considering how to proceed in a civil or family law action, I encourage counsel to seriously consider mediation under the supervision of a trained and experienced mediator. If during that process counsel has questions or concerns as to how they or their clients will benefit from the process, counsel should contact a mediator they would consider for their case for the purpose of finding out how the process would proceed and what to expect. Most mediators who are serious about their profession will be happy to provide any information to assist counsel in making the decision. December 2012 Contract Attorney Workers Comp / PI Applicant, Plaintiff & Dr. Depos Depo Preps Hearings Status Conferences CMCs, MSCs Mediations / Arbitrations Alan L. Siegel, Esq. 951-675-6008 alssiegel@gmail.com REFRENCES UPON REQUEST EPILOGUE In the months since this article was originally authored, a number of chances have taken place legislatively and as a matter of local procedure (in the California Courts). As of January 2013 the California Family Courts will implement new law that will route cases through a more rigorous ADR process than has ever before been available. The budget “crisis” has forced the civil courts to reexamine their enthusiasm for mediation in the ADR process. Unfortunately, the state of the law is that many bench officers believe that they cannot “order” a case to mediation if it requires the litigants to pay for mediation services. Combine that with a lack of funding for this essential element of litigation which makes experienced, qualified mediators generally inaccessible through the courts. Until such time as counsel recognize the essential nature of the mediation process for the benefit of their clients, mediation may remain the unwelcome cousin of litigation thus depriving litigants a fast, efficient and cost effective means for the resolution of their cases. In sum, mediation is being vastly under-used for dispute resolution. Donald B. Cripe is a retired trial lawyer and full time ADR professional. Mr. Cripe is a principal and panelist for California Arbitration & Mediation Services. December 2012 “The oldest continuously active bar association in California” 15 CLASSIFIED ADS SERVICES DID YOU KNOW? Numerous factors can result in CPS reports that contain biased, skewed, or inappropriate conclusions and recommendations. If your client has had involvement with CPS and those records may be used in your case, contact me for a FREE consultation. New recession rates now in effect! Michelle Markel, MC: 909-389-8051; info@mlmarkel.com; www.mlmarkel.com GOLDEN STATE MUNICIPAL PROCESS SERVICEFast, Efficient, Professional & Affordable service. Covering San Bernardino, Riverside, Orange & Los Angeles Counties. Nationwide service also available. We offer Court Filing, Skip Trace, Stake Outs , Special Handling and Rush/Same Day Service. Located in San Bernardino. Free proof of service filing in San Bernardino, Riverside, Fontana, Chino and Rancho Cucamonga courts. See our website at Goldenstatemu nicipal.com. Phone- (909)-562-1871. EXPERIENCED IMMIGRATION ATTORNEY – Expertise in Criminal/Immigration Defense. ICE Holds? Immigration Bonds? Deportable Convictions? Immigration Court hearings? Call Today! Rogelio V. Morales, Esq. • 11801 Pierce Street, Suite 200 Riverside, CA 92505 • 951-710-3039 (office) • Serving Riverside & San Bernardino Counties • Se Habla Español ROVING REPORTERS, Cert’d Shorthand Reporters. We provide exp’d., highly qual. crt reporters srvg all So. Ca.; LiveNote/Realtime hookup; video, interpreter service also avail. We use latest in technology incl. ASCII disks & condensed transcripts always free of charge w/your transcript. Celebrating 25th year in business. 800/955-7969. CIVIL APPEALS, WRITS, MOTIONS: Crisp, cogent, thoroughly edited by 17-year civil practitioner. Published Calif. Supreme Court opinion; appellate & trial court briefs (pre- and post-trial motions); many successful summary judgment motions, oppositions. Am. Jur. Award Adv’d Lgl Research and Writing. Superlawyers’ Rising Star. Member, U.S. Sup. Court. Law Offices of A. Gina Hogtanian. (818) 244-7030. Website: hogtanianlaw.com. Email: gina@hogtanianlaw.com. OFFICE SPACE HOLSTEIN PROFESSIONAL BUILDING. 3 Office suites available for lease - 895 square feet to 8,884 square feet. $1.15 per square foot. Lease terms are 1-3 years. Tenant improvements negotiable. Minutes from downtown Riverside. On site parking. Easy freeway access to the 60, 215, 91. Contact Rene Berger at KRB Properties to schedule a walkthrough. Phone (949) 548-0040; Cell (714) 336-8559; email krbprop@aol.com TWO OFFICES FOR RENT/LEASE, located in the penthouse of Vanir Tower. Close proximity to the local courts; has covered parking. Very affordable. Excellent for single attorney with an assistant,or two attorneys and one assistant. Please contact Edwina, Brian or Alyssa at 888-8800. ATTORNEY LOOKING FOR A FURNISHED OFFICE in the Loma Linda area to meet with clients. Meetings may be during normal, evening, or weekend hours. Currently looking to rent 10 hours or less a month. No need for conference room or receptionist. If interested please contact Ken at 909-255-6116 with location and desired rental arrangement. 22545 BARTON RD., GRAND TERRACE. Rents start at $600; 565 to 1300 sf. No CAM charges. Convenient to both Riverside & San Bernardino Courts, located between the two. Contact Barry @ 951/689-9644 OFFICE FOR RENT IN YUCCA VALLEY, CA: 700 sq. ft. with private restroom. Excellent location. Also available in Yucca Valley, office sharing opportunity for well qualified professional in existing law practice, with private office, support staff area, kitchen and waiting area. Call: (760) 401-0783. REDLANDS OFFICE SUITES FOR LEASE / 1980 Orange Tree Lane, Redlands. Lease rate: $1.65 FSG. Suites available from: 1,492 sq. ft. to 12,305 sq. ft. Call Roger @ (909) 518-0343. Roger Thompson CA. DRE 01310608. CONFERENCE ROOM AVAILABLE for rent in Victorville. $100 to $150 per day. Call Shirley at Medeiros & Associates (760) 245-4034. 14390 Park Avenue in Victorville. www.medeiroslaw.com. OFFICE SUITES AVAILABLE: Riverside County Bar Association Building, 4129 Main Street, Riverside Downtown Justice Center. Contact Sue Burns at (951)682-1015. THE LAW OFFICE OF STEPHEN J. HANSEN, in Chino, handles Family Law, Chapter 7 Bankruptcy, and DUI defense. I am available for special appearances at reasonable rates. My phone is 909/393-1876, Fax 951-270-1935. RANCHO CUCAMONGA OFFICE SPACE available. Walking distance to the Ranch Cucamonga Superior Court House. The lease can be the first floor of approx. 3,500 sq. ft. or can be subdivided into 2 offices of approx. 1,200 sq. ft. and 2,300 sq. ft. CONTACT Brit Barker at 909/980-1996. COX INVESTIGATIONS: Criminal Def. Personal Injury, Accident Investigation, Evidence Photography. Retired CHP. PI License #24367. 909/387-0077. www.coxpi.com CPA FORENSIC ACCOUNTANT, Howard E. Friedman. Business Valuations, Cash Flow, Separate vs. Community Property Tracing. Court-Appointed Expert, Receiver, Special Master. Call 909/889-8819 Fax 909-889-2409 454 N. Arrowhead Ave., San Bdno, CA 92401. ALAN R. SIMS APPRAISING - Comml, Residential, Estates, Litigation, Divorce, Ins., M&E. 909/584-8820. Appraiser@alansims.com HI-CALIBER PRIVATE INVESTIGATIONS: State licensed/insured private investigations firm. Located in downtown Redlands. Nat’l Board Certified in Crim. Defense. Family & civil law.(Ca Lic 23442.) 18 E. State St., #208, Redlands, CA 92373. Phone: 909/792-0999; www.hi-caliber.org LAW OFFICE OF CHRISTIAN ANYIAM: Full service law practice handling civil, family, real estate, labor/ emp., PI, immigration, and contract law. We also make special court appearances. Call 909/383-9500. ATTORNEY w/more than 10 years exp. in Civil Litigation, Real Estate, Business Litigation and Appeals. avail. for research/writing projects, law & motion, depos, discovery, and appearances. Glenn A. Williams - 951/817-7829. FAMILY LAW - CIVIL LIT. ATTORNEY avail. for contract work: court hearings, research, trial assist., prep of motions, mediations. Ugo-Harris Ejike: 909/890-9082. LEGAL SECRETARY, Ellie’s Legal Secretarial Service, 350 W 5th St., #202, S.B. CA, 35 years exp. Prep of most court forms, Guardianships, Fam Law, Evictions, Grant Deeds, Restraining Orders, Notary Public. 909/885-1725. CIVIL AND CRIMINAL APPEALS & WRITS. Stanley W. Hodge, Attorney at Law. 15490 Civic Dr. #204 Victorville, CA 92392 760/951-8773. EXP’D FAMILY LAW PARALEGAL / Legal Secretary available on a contract basis. For immediate assistance, call (951)734-6524 or e-mail Slopez7267@aol.com. FOR SALE: Redlands Office Building, 1174 Nevada Street (off Orange Tree Lane). 8,344 Square feet, with 5,100 sq. ft available on ground floor for owner/usesr occupancy. Asking $899,000. Will review all offers. Roger Thompson, Wallendar Commercial RE. 909/792-3550 X 2. FOR SALE FOR SALE Beautiful 10’ conf. table w/glass top & 12 upholstered chairs, library table, legal size filing desks, wood desk w/glass top, exec. desk with three brown tufted leather chairs, two matching credenzas, two McDowell Craig tanker secretary desks. All in excellent condition. Contact Ron Skipper at: skipper@eee.org or home (909) 882-2163. CLOSING LAW OFFICE – The following items are available for sale: 1) One large dark wood desk (approximate 10’-12’ in length); 2) One black leather office chair (to go with the desk); 3) Two office chairs, black leather & wood; 4) Two bookshelves (approximately 4’ high x 4’ wide) and 5) One long dark wood credenza (approximately 12’-14’ in length x 3’ high). You pick up. Items are located in the Vanir Tower on the 9th floor at 290 North “D” Street, San Bernardino, California. To make an offer on any of these items, please call Brian Cullen’s office and ask to speak with Edwina Lenoir (909) 888-1000 or call and leave a message for Tom at (909) 225-5193. NOTICES CONFIDENTIAL HELP! Judges & Attys in trouble w/alcohol, drugs. 800/222-0767; 909/683-4030, 24 hours-7 days a week. SBCBA Members: Advertise FREE for 6 mo. in Classifieds. Continue ad for $10 per month in advance. Non-members $10 a month in advance. 909/885-1986 or email bulletin@sbcba.org. CONFERENCE ROOM AVAILABLE for depos, etc. at SBCBA office. 1 block from courthouse. $100 day; $50 half day. Discount rates to SBCBA members: 50% off regular rate; free for conferences 1 hour or less. 909/885-1986. Plenty of FREE PARKING. Center for Effective Dispute Resolution CEDRS January 25th-26th 2013 Mediation Training Event You are cordially invited to this two (2) day event in January 2013. With the new year approaching fast, why not brush up on your mediation skills and get a jump start to welcome the new year. Presented by Robert Tessier, Esq. & Charles Parselle, Esq. Advanced mediators will focus on negotiation, with specific tips as how to get the negotiation started toward a path to settlement, and specific techniques to keep the negotiation on track. This exclusive course will be organic and interactive, focusing less on the theoretical and more on the specific ways that professional mediators help the parties achieve a settlement. When: January 25th and 26th 9:00 A.M. to 5:00P.M. Where: University of Redlands 9680 Haven Avenue, Suite 150 Rancho Cucamonga, CA. 91730 Please R.S.V.P by calling 909.798.7117 or Mediation.CEDRS@gmail.com If registered by December 12, 2012 Class fee is $399.00 If registered after December 12, 2012 Class fee is $450.00 Hurry Seats are limited! 16 San Bernardino County Bar Association BULLETIN of the December 2012 Workers’ Compensation/Social Security Disability Issue? MAYBE WE CAN HELP! San Bernardino County Bar Association “California’s Oldest Continuously Active Bar Association” Organized December 11, 1875 In Affiliation with the High Desert Bar Association 2012-2013 Board of Directors Donald F. Cash, Donna V. Siofele, Francisco T. Silva, Darla A. Cunningham, Scott M. Rubel OFFICERS We have over 70 years of experience in representing injured and disabled workers before the Workers’ Compensation Appeals Board and Social Security Administration. If you have clients who need help with Workers’ Compensation or Social Security problems, please have them call our office for a free consultation. We pay referral fees in accordance with State Bar Rule 2-200(A). Kevin B. Bevins President John R. Zitny President-Elect STATE BAR OF CALIFORNIA / BOARD OF LEGAL SPECIALIZATION Jack B. Osborn Lerner, Moore, Silva, Cunningham & Rubel Vice-President Secretary-Treasurer Jennifer M. Guenther Immediate Past President DIRECTORS-AT-LARGE Hon. Diane I. Anderson Hon. Khymberli S. Apaloo Victor J. Herrera Barbara A. Keough Eugene Kim Michael Reiter John W. Short Sandy L. Turner Executive Director Claire E. Furness “The mission of the San Bernardino County Bar Association is to serve its members and the community and improve the system of justice.” 555 North Arrowhead Avenue San Bernardino, CA 92401-1201 (909) 885-1986 Fax: (909) 889-0400 E-mail: bulletin@sbcba.org Web: www.sbcba.org T WORKERS’ COMPENSATION LAW CERTIFIED SPECIALISTS Bradley R. White he Bulletin of the San Bernardino County Bar Association is published 11 times a year. Our circulation is approximately 1,100, including: our bar membership of 900, 95 state and federal judges, state &local bar leaders, legislators, media, and businesses interested in the advancement of our mission. Articles, advertisements and notices should be received by the bar office no later than the fifteenth of the month prior to the month of publication. For current advertising rates, please call the number listed above. Please direct all correspondence to the above address. Ph: 909/ 889-1131• Fax: 909/884-5326 141 North Arrowhead Avenue, Suite 1 San Bernardino, California 92408-1024 www.injuryatwork.com