volume 26, number 4 • summer 2011 the a dv ocate · prizeman, robert rowlett, matthew rudow, josh...
TRANSCRIPT
When Flying Solo, Pack a ParachuteBy Anne M. Deady
My law firm started with very humble beginnings. I rented a smallroom in a Baltimore City row home that had been converted into anoffice. One of my best friends from law school helped me paint mynew office the weekend before I opened my doors. I felt it nec-essary to paint the walls “Liberty Grey” because I was so pas-sionate about practicing criminal defense. Instead of an impres-sive skyline view, the windows looked out onto a brick wall.
My biggest fears involved dealing with clients. I was apprehensiveabout handling client funds and read the rules on IOLTA accounts so many timesit’s embarrassing. When my phone eventually did start to ring, instead of being excited,I lived in fear that the potential new client would ask me a question that I didn’t know howto answer.
I also worried about how I would make ends meet. I once had a potential client’s familysteal a jumbo pack of toilet paper while they waited in the reception area. I wasn’t so much
mad at the act as I was annoyed that I would have to spendmore money to replace it. They eventually brought the rollsback.
After two years my law office looks a little different. In thatlittle row house, I met two wonderful mentors who have nowbecome my law partners. Our practice is now in a professionaloffice building that is closer to the courthouse. Instead of justcriminal defense, the firm handles many different practice areas.
Despite these changes, there were a lot of stumbles, tryingtimes, and disappointments along the way. Here are the top tenthings I wish I had known before starting my practice, in the
words of those members of our profession much more qualified than I to give you advice. 1) Have a business plan. Christopher Flohr, who teaches Law Practice Management at
the University of Maryland School of Law, considers a business plan to be so important thathe requires his students to write one for their final paper. Flohr sees it as a tool for his stu-dents to start thinking about the nuts and bolts of their business and why they want a solopractice. “We must be craftsmen and business folks,” said Flohr. “Craftsmen focus on thepractice, but that’s not enough. You need to spend time thinking about overhead, expenses,how you will set your fees, how long before you will get paid. Just because you are a goodlawyer does not mean you will run a successful business.” The book “How to Start andBuild a Law Practice” by Jay Foonberg, which Flohr assigns as reading to his students, is agood place to start thinking about what to include in your business plan.
2) Seek out mentors. Solo practitioner William R. Buie, III who spoke in the spring on aYoung Lawyers Section (YLS) panel aimed at young lawyers starting their own practices, hasbeen in private practice for 13 years but still talks to his mentor, Warren Brown, at least onceper week. Buie emphasized that mentors bridge the gap between practice and reality: “You
THE ADVOCATEy o u n g l a w y e r s s e c t i o n — m a ry l a n d s tat e b a r a s s o c i at i o n
V o L U M E 2 6 , N U M B E R 4 • s U M M E R 2 0 1 1
What’s Inside
2 Plungefest 2011
3 Estate Planning in
the Face of
Changing Estate
Tax Laws
6 What We Do,
And How to
Join Us
8 Riding the Circuit
11 Bad Faith, Really?
13 Writing Manuals for
the Young Lawyer:
Three Guides to
Creating Better
Documents
16 Wills for Heroes
Just becauseyou are a goodlawyer does notmean you willrun a successful
business
continued on page 15
?
THE ADVOCATEyoung lawyers section
maryland state bar association
EDITORSHeather R. Pruger
William N. sinclair
ASSOCIATE EDITORSMaryan Alexander
Esther D. Coleman
Andrea Padley
Michael Palisano
Purvi Patel
Rachel smith
OFFICERS
Marla Zide, ChairErek L. Barron, Chair-Elect
Wendy sare Meadows, SecretaryWm. Carl Isler, Treasurer
Elizabeth Morris, Member-At-LargeJason Hessler, Immediate Past Chair
Gwendolyn Tate, ABA Delegate
STANDING COMMITTEES
Activities Co-ChairsKimberly Neal and sandy Popp
Disaster Relief ChairRob Erdman
Education Co-Chairssidney Butcher and Dolores Dorsainvil
Membership Co-ChairsThomas M. Weschler and Regine Francois
Nominating ChairTamara Goorevitz
Policy ChairClaude de Vastey Jones
Pro Bono Co-ChairsMike Hudak and Meredith Martin
Public Service Co-ChairsGwendolyn s. Tate and Michael W. siri
Publications Co-ChairsHeather R. Pruger and William N. sinclair
Resolutions Co-ChairsGreg Kirby and Matthew s. Tidball
Annual Meeting ChairLaurie Wasserman
Diversity Initiative Co-ChairsLaKeecia R. Allen, Arielle Harry-Bess, & Esther D. Coleman
Legislative Liaison ChairJulia Carolan
Historian Chairomolade R. Akinbolaji
Technology ChairTaren N. stanton
SPECIAL PROJECTS COMMITTEES
We the Jury / I Had A Dream Too Co-ChairsLaKeecia R. Allen, Arielle Harry-Bess, & Esther D. Coleman
Awards ChairBeverly Winstead
Wills for Heroes / Children's Law Library ChairsMelody Tagliaferri Cronin
Storybook Project CommitteeMoses Abebe and Regine Francois
CIRCUIT REPRESENTATIVES
1st—Vacant (Dorchester, somerset, Wicomico, Worcester)
2nd—Charles Athey (Caroline, Cecil, Kent,
Queen Anne's, Talbot)
3rd—Christine Britton (Harford, Baltimore County)
4th—Vacant (Alleghany, Garrett, Washington)
5th—Danie E. Ridgeway
(Anne Arundel, Carroll, Howard)
6th—Andrew schwartz and Caryn siegel Wetmore
(Montgomery, Frederick)
7th—Monise stephenson and Lisa Hall Johnson
(Calvert, Prince George's, st. Mary's, Charles)
8th—I. DeAndrei Drummond (Baltimore City)
BOG REPRESENTATIVES
Elizabeth Morris
Erek Barron
Jason Hessler
To get in touch with any of the individuals listed above, contact MSBAHeadquarters at 410-685-7878 or 800-492-1964; or log on to the Young
Lawyers Section website at www.msba.org/sec_comm/yls.
The Advocate is published quarterly by the Section of Young Lawyers of theMaryland State Bar Association, 520 West Fayette Street, Baltimore, Md.
21201, 410-685-7878, 800-492-1964.
The opinions exercised in this publication are those of the authors andshould not be construed to represent the opinions or policies of the Section
of Young Lawyers or Maryland State Bar Association.
©2008 Maryland State Bar Association, Inc.
2 | THE ADVOCATE—Summer 2011
On January 29, 2011, The MSBA Young Lawyers Section –Public Service Committee once again took to the water for the15th Annual MSP Polar Bear Plunge at Sandy Point State Park.While this year the temperatures were “higher” than last year,this year’s MSBA YLS Plunge team still had to face the chillyair and water along with an estimated 12,000 other partici-
pants. Prior to the Plunge, team members enjoyed a bountifultailgate at a prime parking location thanks to funds raised byJason Hessler. The Polar Bear Plunge is the largest fundraiserduring the year for the Maryland Special Olympics and this
year was no exception, garnering over $3 million for a worthycause. The MSBA YLS team did their part by collecting over
$5,475, a new record for our team. The Public ServiceCommittee co-chairs, Michael Siri (also a plunger) and
Gwendolyn Tate (who photographed the event) would like tothank the following fellow team members for raising funds
and/or plunging in the cold Bay: Malinda Baehr, Erek Barron,Sidney Butcher, Alice Chong, Jennifer Cook, Jason Hessler,Michael Hudak, W. Carl Isler, Lainie Knowles, JenniferPrizeman, Robert Rowlett, Matthew Rudow, Josh Sieck,
Michelle Siri, Danielle Strait, Scott Tate, and Mark Wisniewski.
THE ADVOCATE: Vol. 26.4 | 3
All too often, young attorneys arepresumed to know as much about thelaw as our seasoned colleagues. “Youwent to law school, right?” is a com-mon question we all hear. In manyinstances, such presumptions can beoverwhelming to a young attorney try-ing to prove his or her worth to part-ners, clients, friends, and family alike.
Questions about estate planning, inparticular, are common from familymembers and friends. Attorneys oftensee the preparation of a Last Will andTestament as a simple drafting processusing form documents. However, tothe extent that you have incorporatedestate planning as a regular part ofyour practice and are more cognizantof the many pitfalls of estate planning,recent changes in the law require allpractitioners to tread carefully in thisarea. This article is intended to provideyoung attorneys with guidance regard-ing recent and ongoing changes to thefederal and state estate tax laws thatsignificantly affect how you plan foryour client, family member or not.
In preparing an estate plan, it isimportant that you plan for death anddisability in a manner that is both con-sistent with your client’s goals andflexible enough to appropriately han-dle changes in the law as well as yourclient’s personal situation. At a mini-mum, each estate plan should have thefollowing documents: a. Power of Attorney – A disability
planning document that appointsan individual to make financialbased decisions. A detailed discus-sion of Powers of Attorney is out-side the scope of this article, butyou should be aware of recent
changes in Maryland law (MDCode Est. and Trust § 17-101 etseq.). -- and --
b. Advance Medical Directive/LivingWill – A disability planning docu-ment that appoints an individualto make health related decisionsand provides specific directionregarding end of life care. Again, a
discussion of drafting tips is out-side the scope of this article, butthe Maryland sample form isavailable at http://www.oag.state.md.us/Healthpol/adirective.pdfand MD Code Health General § 5-601 et. seq. -- and --
c. Last Will and Testament – The pri-mary document handling distribu-tion of assets at death andappointment of personal represen-tatives and trustees of testamen-tary trusts, if applicable. The Willgoverns distribution of all probateassets (namely, all assets owned by
a decedent except those assets heldjointly with rights of survivorshipor that pass pursuant to a benefi-ciary designation). -- and/or --
e. Revocable Living Trust – A Willsubstitute which similarly handlesdistribution of assets at death, butin a manner that is intended toavoid probate and provide addi-tional disability planning protec-tions. This document is used inconjunction with a “pour-over”Will that directs any assets notalready titled in the name of theRevocable Trust during life to aRevocable Trust upon the death ofthe grantor.This Article focuses on the impact
of recent changes in estate tax law onthe preparation of Wills and RevocableTrusts. Specifically, it discusses changesin the laws of both Maryland (nowseveral years old) and the federal gov-ernment (passed in December 2010)that affect planning for the distribu-tion of a client’s assets.
Estate Tax, Generally— In general,every dollar transferred at death is sub-ject to estate tax. There are severalimportant exceptions to the applica-tion of the estate tax, the two mainexceptions being:1. Unlimited tax-free distributions to
the surviving spouse; and2. Tax-free distributions to non-
spouse beneficiaries, up to set fed-eral and state estate tax exemptionamounts (see chart below).How We Planned for the Estate
Tax, Traditionally— In planning forestate taxes, the first line of defense isto ensure that estate tax exemptions
continued on next page
By Nicholas P. Crivella and Matthew S. Ballard
Estate Planning in the Face of Changing Estate Tax Laws
[R]ecent and ongoingchanges to the federal andstate estate tax laws…
significantly affect how youplan for your client
for both spouses are fully utilized.
Until a recent change in the federal tax
laws allowing for portability, a simple
Will or Revocable Trust that provided
for outright distribution to a surviving
spouse, or that titled assets jointly
between spouses with rights of sur-
vivorship, failed to accomplish this
goal. Assets would pass to the surviv-
ing spouse undiminished by estate
taxes; however, upon the death of the
surviving spouse, only the surviving
spouse’s exemption amount could
apply to the combined assets.
Accordingly, estate planning routinely
used Credit Shelter Trusts (or Bypass
Trusts), in which assets in an amount
equal to the predeceasing spouse’s
estate tax exemption were placed in
trust for the benefit of the surviving
spouse, thus preserving the value of the
predeceasing spouse’s exemption while
allowing the surviving spouse to bene-
fit from the assets themselves.
Traditional estate planning documents
provided for the funding of a credit
shelter trust based on a mandatory for-mula-based provision with reference tothe federal estate tax exemption.
Changes in Estate Tax Laws—
Significant changes to federal estate
tax laws began with the passage of
The Economic Growth and Tax Relief
Reconciliation Act of 2001 (“EGTR-
RA”), which called for an increasing
federal estate tax exemption amount
and a decreasing federal estate tax
rate for assets in excess of the federal
estate tax exemption. Prior to the pas-
sage of the EGTRRA, Maryland resi-
dents were entitled to a state estate
tax credit calculated on the amount of
the federal estate tax. As the federal
estate tax exemption increased, taxes
payable to both the federal govern-
ment and the State of Maryland were
decreased or eliminated.As a result, in 2004, Maryland
“de-coupled” from the federal estatetax calculation and capped its stateestate tax exemption at $1 million(“M”). This means that an individualmay now be able to transfer assets atdeath completely free from federalestate taxes, but still have Marylandestate tax liability. Based on this de-coupling, the traditional formula-based funding provisions for CreditShelter Trusts may now result inMaryland estate tax liability for thedifference between the federal estatetax exemption and state estate taxexemption at the death of the prede-ceasing spouse. (see chart below).
Use of the Maryland Q-Tip Trust—To alleviate liability under thisMaryland-only estate tax on a surviv-ing spouse, Maryland now allows mar-ried couples to defer the Marylandestate tax on the differential betweenthe federal and Maryland estate tax
continued on next page
Estate Planning in the Face of Changing Estate Tax Lawscontinued from previoius page
In addition to tax planning,you must make sure that yourclient’s estate plan adequatelymeets his or her goals for distribution, fiduciaryappointments, disabilityplanning, asset protection,
and administrative simplicity.
YEAR FEDERAL FEDERAL MARYLAND MARYLAND TAXABLEESTATE TAX ESTATE ESTATE TAX ESTATE TAX AMOUNTEXEMPTION TAX RATE EXEMPTION RATE MAX
2002 $1,000,000 50% - - -2003 $1,000,000 49% - - -2004 $1,500,000 48% $1,000,000.00 16% $64,400.002005 $1,500,000 47% $1,000,000.00 16% $64,400.002006 $2,000,000 46% $1,000,000.00 16% $99,600.002007 $2,000,000 45% $1,000,000.00 16% $99,600.002008 $2,000,000 45% $1,000,000.00 16% $99,600.002009 $3,500,000 45% $1,000,000.00 16% $229,200.002010 $5,000,000 or $01 35% or 0% $1,000,000.00 16% $391,600.002011 $5,000,000 35% $1,000,000.00 16% $391,600.002012 $5,000,000 35% $1,000,000.00 16% $391,600.002013 $1,000,000 55% $1,000,000.00 16% -
1Based on recent federal legislation 2010 estates can elect can be made to have no federal estate tax with an unlimited exemption and a limited step-up in basis (per EGTRRA provisions), or a $5 M exemption and a full step-up in basis. The taxable amount listed above for 2010 reflects the Maryland tax on $4 M (the difference between the $1 M Maryland exemption and the $5 M federal exemption).
4 | THE ADVOCATE—Summer 2011
THE ADVOCATE: Vol. 26.4 | 5
exemption amounts until the death ofthe surviving spouse, through aMaryland Q-TIP election under MDCode Tax General § 7-309. In light ofthe de-coupled Maryland estate taxand the ability to defer Marylandestate tax until the death of the surviv-ing spouse, it is now advisable to cre-ate two Trusts: one to hold the amountthat is free from both Maryland andfederal estate tax (presently $1 M) andone to hold the remaining balance ofan individual’s federal estate taxexemption (presently up to $4 M) towhich a Maryland Q-TIP election willbe applied following the death of thepredeceasing spouse.
In addition to Maryland Q-Tipelections, the use of disclaimers to fundCredit Shelter Trusts can provide addi-tional flexibility to account for futurechanges in estate tax law. Although theuse of disclaimers requires adherenceto strict guidelines upon the death of apredeceasing spouse, including a dead-line for use of nine months from thepredeceasing spouse’s death and a pro-hibition against the surviving spouseaccepting the benefit of the disclaimedassets, disclaimers can be a beneficialtool in estate planning.
Although use of Maryland’s Q-TIPelections has been recommended forseveral years, many people still haveold mandatorily-funded Credit ShelterTrusts that could inadvertently create aMaryland estate tax liability upon thedeath of the predeceasing spouse. Suchformula-based funding, which defersto the federal estate tax exemptionamount, should be updated to proper-ly account for the Maryland estate tax.
Recent Changes in Federal EstateTax Laws— On December 16, 2010,Congress passed the Tax Relief,Unemployment Insurance Reauthori-
zation, and Job Creation Act of 2010,which was signed into law onDecember 17, 2010. This legislation“patched” federal estate and gift taxlaws for two years by temporarilyincreasing the federal estate and gift taxexemption amount to $5 M anddecreased the federal estate and gift taxrate to 35%. In addition, this legisla-tion attempted to avoid necessitatingcomplicated estate tax exemption plan-ning by allowing a surviving spouse toutilize a predeceasing spouse’s unusedestate tax exemption (portability) with-out the need for a trust.
Although these changes are gener-ous, they do not eliminate the need fora Credit Shelter Trust, as: (1) thechanges do not eliminate the need to
shelter a predeceasing spouse’sMaryland estate tax exemption, asMaryland does not presently providefor portability; (2) there is no portabil-ity for the federal Generation SkippingTransfer (GST) tax; (3) unlike the useof a Credit Shelter Trust, which pro-vides continued estate tax exclusion onall appreciated assets from the death ofthe predeceasing spouse to the death ofthe surviving spouse, portability doesnot protect against estate taxes on anyappreciation of assets once those assetsare transferred to the name of the sur-viving spouse; (4) Credit Shelter Trustscontinue to be a useful tool for assetprotection and provide control over
the eventual distribution of assetsupon the surviving spouse’s death; and(5) the portability option expires at theend of 2012, absent further action byCongress. Finally, it is important tonote that the increased exemptionamounts are only temporary, withreversion to a $1 M federal estate andgift tax exemption amount set to occurin 2013 (although political rhetoricpoints to a likely reversion to a $3.5 Mexemption).
Conclusion/Planning with Today’sFederal and State Estate Tax Laws—The foregoing discussion recommendsthat flexibility is the key to a solidestate plan. Assuming you incorporateflexibility in your planning, changes tofederal and state estate laws, such asthe recent change to the federal estatetax laws in December, 2010, are lesslikely to require updating of yourclient’s estate planning documents.
The above-mentioned Maryland Q-TIP planning is still the recommendedstrategy, as it provides flexibility inyour documents, which remains ofutmost importance in light of ever-changing federal and Maryland estatetax laws. Keep in mind, however, thattax planning is only one part of aclient’s Will or Revocable Trust, andonly one part of a client’s overall estateplan. In addition to tax planning, youmust make sure that your client’s estateplan adequately meets his or her goalsfor distribution, fiduciary appoint-ments, disability planning, asset protec-tion, and administrative simplicity. v
Nicholas P. Crivella and Matthew S.Ballard are associates at Bagley & Rhody,P.C., an Annapolis-based Estate andBusiness law firm. Nick Crivella’s practicefocuses on estate planning and businesslaw. Matt Ballard’s practice focuses onprobate, estate planning, and estate andtrust related litigation. For any estate andgift tax planning related assistance youmay need in planning for your familymembers, or clients, feel free to contactNick or Matt. (www.bagleyrhody.com)
Keep in mind…that tax planning is only one part of a client’s
Will or Revocable Trust,and only one part of a client’s overall
estate plan.
continued from previous page
6 | THE ADVOCATE—Summer 2011
EDUCATION COMMITTEECo-Chairs: Dolores Dorsainvil
& Sidney Butcher
The Education Committee is com-mitted to offering educational and pro-fessional development seminars toMaryland young lawyers. To that end,on March 28, 2011, the EducationCommittee hosted a seminar entitled,“Practical Considerations for StartingYour Own Practice” in Baltimore’sInner Harbor. The all-star group ofpanelists included John J. Murphy,Esquire, Chun T. Wright, Esquire,William R. Buie, III, Esquire, J.Wyndal Gordon, Esquire, Paul M.Sandler, Esquire, and was moderatedby Hughie Hunt, Esquire. The pan-elists shared their wisdom and provid-ed practical advice about starting andmaintaining a law practice andtouched on areas including marketing,ethics, budget and operations, andways to become competent in a desiredpractice area. The event was attendedby approximately 70 lawyers from allover the state.
Please contact either of theEducation Committee Co-Chairs with
ideas for events or to become involved
on this important committee. You may
contact Dolores Dorsainvil at
Sidney Butcher at sidney.butcher@
gmail.com.
LEGISLATIVE COMMITTEE
Chair: Sandy Popp
The Maryland General Assembly’s
428th Legislative Session began on
January 12, 2011 and adjourned on
April 11, 2011. During the Session, the
Maryland State Bar Association Young
Lawyers Section (YLS) took positions
on two pieces of legislation.
The first was House Bill 523 –
Courts – Fee for the Special Admission
of an Out-of State Attorney – Janet L.
Hoffman Loan Assistance Repayment
Program. As indicated by the bill’s
title, the legislation pertains to the
Janet L. Hoffman Loan Assistance
Repayment Program (LARP), which is
overseen by the Maryland Higher
Education Commission (MHEC).
LARP provides loan repayment assis-
tance to Maryland residents who pro-
vide public service in Maryland State
or local government or nonprofit agen-
cies in Maryland to low income or
underserved residents. This legislation
increases the fee assessed by the State
Court Administrator for special admis-
sion of an out-of-state attorney from
$25.00 to $100.00. The entire $75.00
increase will be paid to LARP and will
directly assist eligible law school grad-
uates whose applications for loan
repayment assistance under LARP
were previously denied by MHEC due
to insufficient funds. YLS strongly sup-
ported this legislation for two reasons.
YLS is especially committed to public
service and recognizes the dire need to
help low income, underserved resi-
dents or underserved areas in the State.
YLS acknowledges that the low
salaries often associated with thesepositions combined with excessive stu-dent loan debt tend to deter younglawyers from accepting positions in thepublic service field. Thus, YLS believesthat LARP will serve as an incentive toincrease employment in these areas.Additionally, YLS believes that creat-ing a sustainable funding source forLARP is crucial. House Bill 523 passedthe Maryland General Assembly onApril 1, 2011 and was signed into lawby the Governor on April 12, 2011.The legislation becomes effective onOctober 1, 2011.
The second was House Bill 623 –Income Tax – Subtraction Modification– Student Loan Payments for QualifiedAttorneys. This bill would have createda subtraction modification against theState income tax for student loan pay-ments incurred by an individual toattend law school and employed by theState, a local government, or a non-profit organization (except for judicialclerks). The subtraction modificationincluded both the amount of interestand principal paid during the year. YLSalso strongly supported this legislation.As stated above, YLS is especially com-mitted to public service and under-stands that the need to fill positions inthe public service field is extremelyimportant, especially in this economy.YLS believes that such legislationwould incentivize young lawyers toaccept positions in the public servicefield. Unfortunately, this bill nevermade it out of the House Ways andMeans Committee.
If you are interested in learningmore about the legislation that wasbefore the Maryland General Assembly,please visit http://mlis.state.md.us. Ifyou wish to view the legislation thatpassed both houses, please visithttp://mlis.state.md.us/2011rs/billfile/passedbills.htm. In addition if you have
Get Connected with theCommittees of the
Young Lawyers Section
What We Do,And How to
Join Us
THE ADVOCATE: Vol. 26.4 | 7
any questions about legislation that wasbefore the general assembly or aboutthe legislative process, please send an e-mail to Sandy Popp at [email protected].
PUBLIC SERVICE COMMITTEECo-Chairs: Michael Siri
& Gwendolyn Tate
The MSBA Young LawyersSection’s Public Service Committeecontinued its One Bar|OneCommunity Public Service Project. TheProject’s goal is to provide members ofthe MSBA an opportunity to partici-pate in community service activitiesand to give back to the public ofMaryland. This is the third year thatthe Project has been in existence andthe feedback from volunteers andcharitable organizations has been out-standing. The Public ServiceCommittee schedules a monthly publicservice activity, beginning inSeptember and running through May,and invites members of the MSBA toparticipate. During the 2010-2011 BarYear, ten events were scheduled, someof which included:
DSS Extreme Office Makeover. OnFebruary 26, 2011, the YLS PublicService Committee joined forces withthe Maryland State Bar Association’sPublic Awareness Committee for anMSBA Extreme Office Makeover.With overwhelming response for mem-bers, the Committees helped complete
a much needed overhaul of the DSSChildren’s Visitation Rooms inBaltimore City, making the space amore enjoyable one for the kids andfamilies during their difficult circum-stances. Volunteers cleaned, painted,and decorated the spaces and theimprovements were overwhelming.Before and after shots are posted onthe MSBA YLS Facebook page.Organizers Sidney Butcher, AliceChong, and Gwendolyn Tate wouldlike to thank all our volunteers includ-ing Jamar Henry, Heather Henderson,Barbara Duvall, Michael Hudak,Kellie Lego, Jason Zeisloft, JenniferZeisloft, Nina Wu, Shaketta Denson,Elizabeth Fisher, Taren Stanton, AlexisFields, Alex Davis, Neala Lancelotti,Erin McConnell, Regine Francois,Jennifer Scott, Angelique Taylor,Donovan Taylor, Amara Taylor, LynaeTurner, Josh Caplan, Karen Freeman,Lauren Haber, Monique Lee, EricaChristoph, Courtney Foster, LisaJohnson, Dana Middleton, DanielleJones, James Ruffin, Desiree Marcano,Nicole Egerton Taylor, ClaudetteBrown, Monise Stephenson, BalvinBrown, Kevin Wilson, Rachel Stafford,Robert Johnson, and Erek Baron.
Habitat for Humanity. On March19, 2011, young lawyers helped lend ahand to the Vazquez family in
Aberdeen by volunteering withHarford Habitat for Humanity. Theweather started out chilly but the sunwas soon shining, perfect for the workthat had to be completed during theday. Upon arrival at 8:00, Dave, siteleader, organized the volunteers, con-sisting mainly of members of theMSBA YLS, to help do some clean-upwork inside the nearly completedhouse. The majority of the day howev-er, was spent outside, working to com-plete renovations on the family’s shed.After ensuring the appropriate paper-work and safety courses had beencompleted, assignments were givenand work began.
Supervising the volunteers whereplenty of “regulars.” Most of the oldermen who came to work on the sitewere retired workers who had workedin various areas of construction. At theend of the day, the volunteers nearlycompleted the shed that had not beenstarted prior to our arrival, leaving allwith a sense of accomplishment and adesire to come back to volunteer againin the future. The YLS Public ServiceCommittee would like to thank MikeHudak, Barbara Duvall, ChristineCarey, Lucas Chrencik, KarenMalinowski, Darren H. Weiss,Heather Henderson, Teri Rinehart,Mark Scheuerman, Uyen H. Pham,
continued on next page
8 | THE ADVOCATE—Summer 2011
and organizer Gwendolyn Tate.Friends of Patterson Park. On
Saturday, April 16, 2011, YLS volun-teers braved the elements volunteeringto assist the Friends of Patterson Parkwith a little gardening. The PublicService Committee would like to thankMichelle Siri, Erin McConnell, EricMassof, Monique Lee, ShakettaDenson, and Scott Tate for joiningorganizer Gwendolyn Tate on therainy morning. Despite the light driz-zle, our crew was able to complete alot of weeding as the Friends get readyto start planting their flower beds forthe spring and summer. Those interest-ed in volunteering to help make theCity’s favorite park even better canjoin Friends of Patterson Parkthroughout the year. Contact Friendsof Patterson Park at 410.276.3676 [email protected].
Please look out for emails andcheck our MSBA YLS Facebook pagefor details on upcoming projects. Formore information, or to get involvedwith upcoming opportunites, contactMichael Siri at [email protected] or Gwendolyn Tate at
5TH CIRCUITCarroll County
Danie E. Ridgeway,Circuit Representative
The Carroll County Bar
Association has many wonderful
events scheduled for this summer. The
quarterly Bar Association meeting will
occur on the first Monday in June at
the Courthouse Annex in Courtroom
#8 at 5:00 p.m. Dinner will follow this
meeting at a local restaurant to be
determined. The Bar Association is
continuing to host happy hours at
local businesses and is co-sponsoring a
“Spring Fling” event with the
Frederick County Bar Association that
will be held at the Delaplaine Arts
Center in Frederick, MD on Friday
April 29th from 6:00 p.m. to 10:00
p.m. There will be great food, enticing
desserts, a DJ, dancing and an open
bar. All are welcome to attend this
event. Tickets are $20.00 and you can
pre-register at http://www.frederick-
bar.org/springfling.html.
The annual Carroll County Bar
Association Golf Tournament is
scheduled for September 16, 2011 at
Oakmont Green Golf Course located
in Hampstead, Maryland. Stay tuned
for additional information regarding
this tournament! If you have any ques-
tions, please contact Danie E.
Ridgway at dridgway@carroll-
lawyers.com.
7TH CIRCUIT
Calvert, Prince George’s, St.Mary’s, and Charles CountiesLisa Hall Johnson and Monise
Stephenson, Circuit Representatives
The Prince George’s County Bar
Association had a successful
Membership Meeting honoring Judge
Salmon on April 12, 2011. The
Honorable Glenn Harrell, Jr. served as
the master of ceremonies. In addition
to membership meetings, since the last
update, PGCBA held their 26th
Annual Alan J. Goldstein Memorial
Criminal Practice Seminar, a Young
Lawyers Happy Hour, and a Family
Law Seminar.
The J. Franklyn Bourne Bar
Association has also been very active
since the last update. On February 26,
2011 they successfully conducted their
annual Oratorical Contest. Also, on
March 21, 2011, JFB hosted its annu-
al Legislative Reception. It was a great
opportunity for members to meet
elected officials and discuss hot topics.
In addition, on April 30, 2011 JFB
conducted its annual Christmas in
April public service project. One lucky
homeowner received landscaping,
cleaning, painting, and other repairs
completed by members of JFB.
The Black Women’s Bar
Association co-sponsored the Second
Annual Washington College of Law
Women’s Tea with the law students at
American University’s law school on
Sunday April 17, 2011. Proceeds from
the event were contributed to the
Wade A. Dennis Community Service
Riding theCircuit
What We Do, And How to Join Uscontinued from previous page
THE ADVOCATE: Vol. 26.4 | 9
CONGRATULATIONS!The MSBA YLS Publications Committee would like to congratulate the following YLS Section Council
members who received the following awards at the 2011 MSBA Annual Conference:
Best Committee Award – Public Service Committee Co-Chairs Michael Siri & Gwendolyn TateMost Industrious Committee Award – Publications Committee Co-Chairs Heather Pruger & Bill Sinclair
Best Event Award – “How to Start Your Own Practice” by Sidney Butcher & Dolores DorsainvilBest Circuit Rep. Award – Anne Arundel County Representative Sarah Cline
MVP Awards – Kimberly H. Neal & Sandra Popp
Special congratulations also to Marla Zide who received this year’s MSBA Solo Section Hjortsberg Award,and to the YLS which received this year’s MSBA Best Section Award. A full report on the Annual Meeting will
appear in the next issue of The Advocate.
The MSBA YLS Publications Committee would also like to congratulate and welcome its new Officers, Erek Barron (Chair), Elizabeth Morris (Chair-Elect), Kimberly Neal (Secretary), Sidney Butcher (Treasurer), Wm. Carl Isler (Member-at-Large), and Marla Zide (Immediate Past Chair), as well as the following new
and incumbent Section Council members:
LaKeecia AllenStacy BaranYoushea BerryChristine BrittonJulia CarolanAlice ChongSarah ClineMelody CroninDolores DorsainvilAmanda Downs FrizzleDeAndrei DrummondNicole Egerton TaylorRob ErdmanRegine FrancoisMaurice FrazierBrian FurlongRichard H. Gibson, Jr.Tamara Goorevitz
Nakia GrayMeredith Griffin BurtonLisa Hall JohnsonVenroy JulyTiffany HarveyJason HesslerRenee HoodMichael HudekHughie HuntGreg KirbyMatthew KraeuterMeredith MartinNiki McCormallyPatrick McCormallyWendy MeadowsJohn MurphySandy PoppHeather Pruger
Daniel RenartMichelle SawyerCaryn SeigelBill SinclairMichael SiriGretchen SlaterTaren StantonMonise StephensonSahmra Stevenson-SmithGwen TateMatthew TidballThomas WeschlerClaude de Vastey JonesMartha WhiteMichelle WilsonAllie Wright
10 | THE ADVOCATE—Summer 2011
Maryland State Bar Association Young Lawyers Section
FAMILY O’S DAY
Please join the Maryland State Bar Association Young Lawyers Section when the O’s playthe Angels at Oriole Park at Camden Yards.
Date: Sunday, July 24, 2011Time: 12:00 PM Pre-game Picnic & 1:35 PM O’s game
Location: Camden Yards Cost: $44.00 Per Person
Includes: 1 ticket to the game & a picnic style lunch (1 hotdog & 1 beef brisket sandwich per person,pasta, coleslaw, watermelon, chips & cookies; draft beer & soda)
To purchase a ticket, please contact Nicole Earl at 410.685.7878 or [email protected]. Tickets to thegame will be mailed out approximately 2 weeks prior to the date of the event.
Please direct any questions about the event to Kimberly Neal at [email protected] or SandyPopp at [email protected].
• A great medium for the exchange of ideas
• Receive information and announcements instantly
• Best of all, it's FREE to YLS members
Sign up today on the YLS web page at:
www.msba.org/sec_comm/yls/members/listserve.asp
JOIN THE YLS LISTSERVE—A QUICK AND EASY WAY
TO COMMUNICATE WITH YOUR PEERS IN THE YLS!
?THE ADVOCATE: Vol. 26.4 | 11
continued on next page
BAD FAITH, REALLY?By Matthew P. Kraeuter and Lisa Yurwit Bergstrom
Perhaps you have been accused
of it, accused someone else of
it, or known someone else
accused of it, but what really consti-
tutes “bad faith”? Nobody appreci-
ates being called names, but in the
context of litigation, accusations of
bad faith are more than name-call-
ing. Bad faith conduct comes with
dire consequences for both you and
your client, including the possibility
that the court will draw adverse
inferences, award costs and attor-
ney’s fees, or exclude evidence to the
detriment of the bad faith actor. In
extreme cases, it could result in the
outright dismissal of an action and/or
lead to an investigation by the
Attorney Grievance Commission.
The phrase “bad faith” gets
thrown around much too often in lit-
igation, particularly during discov-
ery. By loosely making bad faith
accusations, counsel undermine the
goals of discovery and poison any
attempt to work cooperatively, mak-
ing litigation less efficient and more
costly. Moreover, these accusations
tend to provoke a response in kind,
perpetuating the cycle of incivility
and hindering the discovery process.
What IS Bad Faith?
Bad faith is, of course, “the
opposite of good faith.” Bond v.
Messerman, 162 Md. App. 93, 119-
20 (2005). More specifically, “it is
not simply bad judgment or negli-
gence, but it implies a dishonest pur-
pose or some moral obliquity and a
conscious doing of wrong . . . in that
it contemplates a state of mind affir-
matively operating with a furtive
design.” Id. at 120. Behavior that
qualifies as bad faith includes:
• the complete failure to partici-
pate in discovery without offer-
ing some explanation to oppos-
ing counsel;
• the willful destruction of rele-
vant evidence;
• the intentional use of discovery
tools to harass, embarrass, or
annoy; and
• the repeated disregard of court
orders compelling discovery.
What is NOT Bad Faith?
First and foremost, ineptitude is
not bad faith. It bears repeating that
an act of bad faith requires intent to
deceive or a “conscious doing of
wrong,” as opposed to ineptitude
which is simply passive incompe-
tence. Bond, 162 Md. App. at 119-
20. All too often, we hear stories
about lawyers wrongfully accused of
acting in bad faith. A few real-life
examples of such wrongful accusa-
tions follow:
• Counsel responds to a confusing
and unintelligible interrogatory
with an introduction that reads:
“Assuming you were requesting
this information, here is my
response.” This type of response
is not made in bad faith because
the responding lawyer is making
an effort to comply with the dis-
covery request and, therefore,
does not have the requisite state
of mind for bad faith conduct.
• Failure to comply with proce-
dural rules pertaining to filing a
motion to compel, while inap-
propriate, is not necessarily an
act of bad faith.
• Depending on the circumstances,
highlighting the fact that oppos-
ing counsel is making unfounded
arguments may be appropriate.
In contrast, accusing counsel of
acting in bad faith for making
such arguments usually is
improper.
• Counsel’s failure to respond to
interrogatories and requests for
documents or to make a witness
available for a deposition does
not necessarily constitute bad
THE COURT’S PERSPECTIVE:Tips and Observations from Pastand Present Judicial Clerks
12 | THE ADVOCATE—Summer 2011
faith, as long as counsel communi-
cates with the opposing party and
obtains consent. But this is not an
absolute rule and courts look to
the totality of the circumstances to
determine whether there is bad
faith conduct involved. For exam-
ple, in Simpkins v. Montgomery
County Government, No. 07-
2657, 2009 WL 2757100, at *3
(D. Md. Aug. 26, 2009), counsel
received several extensions for
responding to discovery, yet
continued to fail to comply with
those deadlines. Counsel
explained to the court that the
delays were due to physical ail-
ments and a very busy work
schedule. These excuses notwith-
standing, the court warned that
counsel has an obligation to be
diligent and to manage his case-
load, and that failure to comply
strictly with the procedural rules
in the future could result in seri-
ous sanctions, including dismissal
of the case.
Who Can Be Sanctioned for
Bad Faith?
Keep in mind that, just as counsel
can be sanctioned for bad faith, so too
can a client. For example, in Victor
Stanley, Inc. v. Creative Pipe, Inc., 269
F.R.D. 497, 531 (D. Md. 2010), the
court reprimanded defendants who
deleted thousands of files and pro-
grams and who disposed of an entire
hard drive shortly after they received
requests to preserve this evidence and
shortly before scheduled discovery.
The court found that the defendants
acted in bad faith when they
“obstructed the discovery process[]
and intentionally destroyed evidence
when they were aware of the lawsuit”
and later “nonchalantly lied” about
the deletions in open court. Id. The
court also noted that, under agency
principles, defendants could be held
liable for the misconduct or bad faith
of their former counsel, who were also
accused of spoliation. Id. at 515 n.23.
Indeed, bad faith on the part of
counsel may have serious conse-
quences for a client. In Robertson v.
DECO Security, Inc., No. 09-3093,
2010 WL 3781951, at *5-9 (D. Md.
Sept. 22, 2010) (adopted Oct. 14,
2010), although counsel accepted the
blame for his client’s repeated failure
to respond to discovery requests and
disregarded a court order to comply
with those requests, the actions of
counsel were attributed to his client.
Counsel was acting as his client’s
agent and, therefore, his actions were
imputed to his client. Ultimately, the
client suffered the consequences when
the court dismissed her claims with
prejudice due to these discovery
shortcomings, and subsequently
denied her motion to reopen the case.
Counsel was also sanctioned by the
court and ordered to pay costs and
attorney’s fees for his “contumacious
behavior.” Id.
Take a Deep Breath
The next time you are confronted
with a situation where you believe
that opposing counsel is acting in bad
faith, take a deep breath and aspire to
reach your Zen-like state before you
act. Consider whether opposing coun-
sel intentionally or purposefully has
acted in such a way as to frustrate the
litigation process, and consider
whether it is worthwhile to accuse
your opponent of bad faith conduct.
Before hurling any accusations, either
verbally or in writing, and before
requesting court intervention, take a
moment to consider the best course of
action. Should you go forward with an
accusation of bad faith, you will likely
provoke a similar response and
become entangled in a tit-for-tat situa-
tion that will accomplish nothing but
to prolong the litigation process and
to drive up litigation costs. Instead,
before approaching the court and
before making any accusations, con-
sider pointing out to your opponent, if
appropriate, the legal shortcomings of
his or her position without insinuating
that he or she is intentionally disrupt-
ing the litigation process and acting in
bad faith. It always is better to take
steps to mitigate the problem and to
focus on advancing your client’s inter-
ests than to fan the flames. v
Matthew P. Kraeuter and Lisa YurwitBergstrom are law clerks for theHonorable Paul W. Grimm, ChiefMagistrate Judge for the United StatesDistrict Court for the District ofMaryland. The views expressed herein arethose of the authors alone, and are notnecessarily the views of the Court.
It is always better to take steps to mitigate theproblem and to focus on advancing yourclient’s interests than to fan the flames.
Bad Faith, Really?continued from previous page
THE ADVOCATE: Vol. 26.4 | 13
Writing Manualsfor the YoungLawyer: Three Guides toCreating BetterDocuments
by John J. Lovejoy
Too often, guides to legal writingconfine themselves to a list of warnings:do not use passive voice, do not usewords like “hereinafter,” and do notrely exclusively on your computer’sspell-check function. While sound rec-ommendations, they do not put wordson the page. Still less do they outline astrategy for transforming scatteredthoughts, facts, and legal principles intoa cogent and persuasive document (andon a deadline at that). For that task, astruggling lawyer may want to turn toone of the three books discussed below.
The Lawyer’s Guide to Writing Well,by Tom Goldstein and Jethro K. Lieberman
Like many writing guides, this workbegins by lamenting that most lawyerswrite poorly and detailing the causes,and negative consequences, of this stateof affairs. While this critique is well-founded and amusing to read, the realvalue of The Lawyer’s Guide to WritingWell begins to emerge in its third chap-
ter, where the authors outline “TenSteps to Good Writing.”
The authors underscore that pol-ished writing consists of two stages:first, thinking through a problem andgetting thoughts on paper; and second,shaping what has been written to com-municate it to an audience. The noveltyof this process is the attention it devotesto “problem solving”—deciding what tosay before attempting to communicate.The authors assume a lawyer starts witha blank page and a goal, such as obtain-ing summary judgment or achievingsome other legal objective. Only afterresearch, reflection, and rough outlin-ing, the authors counsel, should alawyer begin composing a document.
While the authors give excellentpractical advice on “problem solving,”they do not stint on advice on revisionand editing. They observe: “The firstdraft is your solution to the problem;the final draft must be the reader’s.What may be clear to you may appearambiguous to a reader who does notknow how you think, how you arrivedat what you wrote, and what youintended.” The authors suggest allow-ing as much time as possible for the firstdraft to sit “out of sight and out ofmind.”
Once the lawyer comes back to thedocument, he or she is advised to takethe following steps:(1) Reorganize to make the draft a
logical sequence of ideas;(2) Rewrite to ensure that the introduc-
tion gives a roadmap to the docu-ment, the paragraphs each containone major point, and the headingsand transitions connect paragraphstogether;
(3) Edit to fix problems with wordorder, word choice, and grammar;and
(4) Proofread to catch remainingerrors.
Chapters on these steps underscorethe need for brevity and clarity:“Lawyers who are unstinting inresearch time but sparing in writing andediting must learn to better allocatetheir time. By writing long, flabby doc-uments rather than short, tight ones,lawyers burden the courts, shortchangetheir clients, and lower standards acrossthe profession.”
The authors do not intend their tensteps to be a straightjacket. They recog-nize that working through their entireprocess may not be possible for a short,simple assignment; they also advise thatgoing back to prior steps may be neces-sary. Refreshingly, the authors devote awhole chapter to some of the idiosyn-cratic practices lawyers have adoptedfor beginning an assignment: some sitand force themselves to work continu-ously, others take lots of breaks. It ishumbling to read that Judge Richard A.Posner wrote the authors that he goesthrough at least ten drafts of his opin-ions (and sometimes as many as twenty)until he is satisfied.
The authors also point out “the sin-gle greatest block to getting started: ‘theself-defeating quest to get it right thefirst time.’ Establishing an unrealisticgoal for a first draft can paralyze yourmind. Lower your standards—tem-porarily.” The authors sum up: there isno correct way to begin, so long as youplunge in and don’t procrastinate.
Simple & Direct: A Rhetoric forWriters, by Jacques Barzun
If Goldstein and Lieberman’s bookis a practical guide to the legal writingprocess from start to finish, Barzun’sSimple & Direct seeks to instill in thereader an almost obsessive regard forwords and how they are used. WhileBarzun writes for a general audience,his definition of “rhetoric” will ringtrue with any lawyer:
“Rhetoric is the craft of setting
continued on next page
14 | THE ADVOCATE—Summer 2011
down words and marks right; or again:Rhetoric shows you how to put wordstogether so that the reader not simplymay but must grasp your meaning.”
All lawyers could agree that, withthe time constraints that our professionimposes, it is irritating to have to re-read a document that refuses to makesense the first time. Barzun’s thesis isthat by developing an “acute self-con-sciousness” about words, a writer can“learn to be clear and to afford pleasureto those who read what you write.”
Barzun begins by advising the read-er to take note of what words mean andsuggest, and in choosing what suits, toprefer the plain and direct over thevague, confused, and wordy. To thatend, he warns the reader to avoid vaguewords such as “dimension,” “meaning-ful,” “experience”; to weed out jargon;and to refrain from using pseudo-tech-nical words to sound deep or show offspecial knowledge (his examples hereare “catalyst” and “osmosis”—wordsthat have specific meanings in chemistrythat make them inappropriate for everyday, non-technical use).
From word choice (diction), Barzunaddresses linking: the “arrangement ofwords in a sentence so as to show theirrelations[.]” Proper syntax, Barzunadvises, will “give the reader the feelingof forward motion.” Through exam-ples, the author demonstrates how touse pronouns correctly, how to matchverbs with their prepositions, and howthe proper use of tense can conveymeaning.
In Chapter 3, Barzun addresses“tone,” which “inspires the choice ofwords, affects the length and rhythm ofthe sentences, and produces an impres-sion that the reader always takes asdeliberately aimed at him.” The authoradvises how to achieve the best tone:
“plain, unaffected, unadorned.” Thefinal three chapters unfold in similarfashion: Meaning, or What Do I Wantto Say? Composition, or How Does ItHang Together? Revision, or WhatHave I Actually Said?
Consistent with his goal of instillinga certain habit of mind, Barzun followseach section of the book with a series ofexercises, allowing the reader toimprove a series of sentences by puttinginto practice Barzun’s advice. He con-cludes each chapter with a “time out forgood reading so that the reader canexamine the prose style of famous writ-ers like Abraham Lincoln and RobertJackson have.”
While Barzun’s advice can seem
overly fastidious at times, such as whenhe unpacks “the logical differencebetween and and but,” or urges one tokeep watch for “when both is used foreither [or] when vice versa standsamong three elements instead of two.”Yet even these obscure lessons are pre-sented in an engaging and patient voice.Simple & Direct is an excellent resourcefor any lawyer seeking to improve his orher writing.
Typography for Lawyers, by Matthew Butterick
For all the effort lawyers put intowriting, they may as well invest sometime in creating documents that arepleasing to the reader’s eye. That is theargument of Matthew Butterick in hisbook, Typography for Lawyers.Butterick, who designed computer fontsbefore embarking on his legal career,defines typography as “the visual com-
ponent of the written word.” AsButterick explains, typography is impor-tant because: “Good typography canhelp your reader devote less attention tothe mechanics of reading and moreattention to your message. Conversely,bad typography can distract your readerand undermine your message.”
Butterick observes that many legaldocuments follow archaic conventionsfrom the typewriter era, which leads tougly, difficult-to-read documents. Forexample, there is no reason to use a“mono-spaced font” (such as Courier),write substantive headings in all capitalletters headings, or place two spacesafter a period. These practices (and oth-ers like them) came about in the type-writer era, but have no place in moderncomputer-generated documents.
To demonstrate his points, Butterickuses illustrations and side-by-side com-parison. He also directs the reader toexamine the formatting of the averagebook, newspaper, or magazine. Byapplying his suggestions on fonts, mar-gins, and line spacing, one can easilyimprove the readability of a legal docu-ment. And Butterick describes how toset up shortcuts and options in a wordprocessing program to make his adviceeasier to put into practice.
One quibble with Typography forLawyers is the amount of spaceButterick devotes to discussing fonts.He compares “system fonts” (those thatcome free with a word processing pro-gram) unfavorably to fonts one can pur-chase separately, which makes for inter-esting, but unrealistic, reading.Adopting a firm-wide font and purchas-ing licenses for it would not be high onmany lawyers’ lists of priorities.Nevertheless, Butterick’s sound advicecan help any lawyer create a polished,state-of-the-art document. v
John J. Lovejoy is an associate in the litiga-tion department of Shapiro Sher Guinot &Sandler. He can be reached [email protected].
…there is no correctway to begin [writing],
so long as you plunge in and
don’t procrastinate…
Writing Manuals for the Young Lawyercontinued from previous page
THE ADVOCATE: Vol. 26.4 | 15
get a license to practice almost anykind of law, but you don’t have enoughexperience necessary to hang out ashingle.” Buie recommends having onemain mentor, and other mentors invarious practice areas to reach out tofor specific questions. Seeking out rela-tionships with other lawyers in areas inwhich you don’t normally practice canalso lead to referrals.
3) Actually pick up the phone andcall those mentors. Swallow your prideand don’t be afraid to ask others forhelp and advice. You’re only a younglawyer once; it’s the perfect excuse toask questions. I’ve found that most ofthe time, even if you cold call a lawyerthat you respect but do not know thatwell, they will still be willing to give youat least a few moments of their time.
4) Keep overhead low. There isnothing worse than seeing your hard-earned fees going everywhere else butin your pocket. There will always bemore expenses than you originallyanticipated, and you need to be vigi-lant about knowing each month whatpercentage of your revenue is goingwhere. Your accounting software canhelp you track these expenses.
5) The term “solo practitioner” is amisnomer. You are never actually solo.You can’t and won’t do it alone. Startassembling the members of your teamearly on: your accountant, supportstaff (as long as it’s within your bud-get) and mentors. Your biggest sup-porters, your friends and family, areoften the best advertising. Let thembrag about you. My very first privatecase was a referral from my Mom.
6) Rely on resources already inplace and know where to find them. Istrongly recommend getting a coun-selor through SCORE, an organizationthat provides free mentoring to smallbusinesses. The MSBA’s Law OfficeManagement Assistant (LOMA) pro-
gram also offers many resources forsolo and small-firm practitioners. Itsdirector, Pat Yevics, puts on many edu-cational programs throughout the yearto help you get on your feet. These arealso great networking events.
7) Look to your state and local barfor help. Bar leadership has becomemore aware that the economy is push-ing graduates towards private practice.For example, the Hon. Lynne A.Battaglia has spearheaded the effort tooverhaul the State’s professionalresponsibility course for new admit-tees. Battaglia explained, “when theeconomy turned in 2008, lawyers werereally concerned about survival. Thissometimes led them to make bad deci-
sions. We hope this course helps toinform some of their decision mak-ing.” The course will focus more onthe practice of law, covering things likeattorney trust accounts, client confi-dentiality, and dealing with opposingcounsel.
8) Use “low bono” and pro bonowork to serve your community andgain experience. The Civil JusticeNetwork was created thirteen yearsago to assist young lawyers pursuing acareer in solo and small-firm practiceand provide them with an opportunityto service clients of low and moderateincome. Civil Justice recently partneredwith the University of Maryland Schoolof Law to provide recent graduateswith substantive work and trainingthrough pro bono cases while also giv-ing them office space and resources tobuild a private practice. Jesse Iliff, oneof the first participants in the fellow-ship, originally planned on doing envi-ronmental law but had difficulty find-ing exactly what he was looking for in
this job market. “I always knew I want-ed to be in a courtroom,” said Iliff, “soI was excited by the prospect of solopractitioner work. Even if this isn’t myfull career, I would like to get trialexperience under my belt to make memore attractive to future employers.”
9) Build your library. In addition topurchasing form books and subscrib-ing to an online legal research data-base, create your own electroniclibrary of sample pleadings andmotions. It’s also helpful to start a caselaw bank and group the cases accord-ing to topic so they’re easy to retrievewhen you need them again. Keep sub-ject matter files for newspaper clip-pings, articles, handouts, and pro-grams. Invest in law practice manage-ment software to track client contacts,conflicts, and billable hours.
10) Have confidence. You knowmore than you think you do. Justbecause you aren’t the oldest or mostexperienced lawyer out there does notmean that you cannot effectively andzealously represent your client. Youare presumed competent, and that’sbecause in most cases you are. Or atleast now you should know where togo and who to call to get there.
Starting your own practice as ayoung lawyer isn’t easy, but nothingvaluable really is. The most importantthing I’ve learned is to not be afraid totalk to people and establish those life-lines, or parachutes, that will carry youthrough the difficult times. Learninghow to run a business is an entirelyseparate skill that most of us were nottaught in law school. It’s importantthat we rely on and assist each other tomake sure we all land safely. v
Anne M. Deady is a third generationMaryland attorney and second generationBaltimore City trial attorney. While Ms.Deady was recently a solo practitioner atThe Law Office of Anne M. Deady, LLC,she currently practices at Reamy Ramirez& Deady. For more information aboutMs. Deady, visit her website, www.rrdat-torneys.com.
You are never actuallysolo. You can’t andwon’t do it alone.
When Flying Solo, Pack a Parachutecontinued from page 1
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The Young Lawyers Sectionclosed out the 2010-2011 yearwith two very successful Willsfor Heroes events. The firstwas on Saturday, April 9,2011, at the James N. RobeyPublic Safety Training Centerin Howard County, Maryland.The second event was held onSaturday, May 21, 2011, at theFranklin High School inBaltimore County, Maryland.Volunteers at the events draftedsimple wills, durable powers ofattorney, and advance medical directives for over150 individuals, including members of the localFire and Police departments and their spousesand partners. Special thanks to Chad Spencer, alocal attorney in Howard County, for playing an
integral role in the organiza-tion of the Howard Countyevent!
Events continue to beplanned throughout Marylandbeginning in fall 2011. If youknow of a local firehouse orpolice precinct that would beinterested in hosting an event,please let us know that as well.Please contact MelodyTagliaferri Cronin at [email protected],with any suggestions.
Please keep visiting the YLS page on theMSBA website for more updates. We look for-ward to continuing another successful year ofWills for Heroes events and the wonderfulopportunity to “protect those who protect us!”
Wills ForHeroes:
Protecting Those Who Protect Us®