Bar Association of Montgomery County

2013 Annual Meeting

Friday, April 26, 2013

Keynote Speaker: The Honorable Robert M. Bell

Chief Judge, Court of Appeals of Maryland

9:00 a.m. - 9:50 a.m. -- Child Support… Just When You Thought You Knew Everything
Chris Kunz, Esquire and Wanda Martinez, Esquire
Topics to be discussed include the impact of the new health care laws on child support cases, the ins-and-outs of the Office of Child Support Enforcement, creative enforcement of Support Orders, and much more!
Julie Christopher, Kathryn McDonough & Maureen M. Renehan - Family Law Section Co-Chairs

9:00 a.m. - 9:50 a.m. -- Emerging Issues in Electronic Discovery and Evidence 
Rachel See, of the National Labor Relations Board and Dennis Kiker, Independent eDiscovery Consultant
Electronic discovery horror stories often make the legal news, and many attorneys have heard how electronic discovery missteps can result in sanctions and lost cases. Even though many e-discovery “war stories” focus on large cases involving terabytes of data and hundreds of custodians, these issues are also appearing in smaller cases, including typical employment litigation.  In these smaller cases, e-discovery issues might be extremely important and could potentially impact the likelihood of success on the merits, or they might be an unwelcome distraction. Through vignettes and practical advice, seasoned e-discovery professionals Rachel See and Dennis Kiker will help you understand how to manage eDiscovery in small cases, instead of letting eDiscovery manage you.   Among other things, you will learn to think strategically about eDiscovery risks and costs, manage expectations of your client, opposing counsel and the Court about the reasonable scope of discovery; defensibly identify, preserve and collect relevant information; identify and prepare witnesses on eDiscovery; and leverage eDiscovery offensively to help your case.  Rachel See, the Lead Technology Counsel of the National Labor Relations Board, and Dennis Kiker, an independent eDiscovery consultant will discuss these strategies.  Rachel See previously served as outside eDiscovery counsel to numerous Fortune 500 companies as the head of the electronic discovery and litigation technology practice group at Williams Mullen in Richmond, Virginia and as an associate in the eDiscovery practice group at Seyfarth Shaw in Chicago.  Dennis Kiker has also managed discovery nationally for Fortune 500 and smaller companies by preparing discovery response programs and working with organizations to implement them.
Gwenlynn W. D'Souza & Gregg C. Greenberg - Employment Law Section Co-Chairs

9:00 a.m. - 9:50 a.m. -- Life Insurance Products and Taxation: Background and Planning for the Attorney-Advisor
David M. Morris, JD, CLU
The discussion will provide a description of life insurance product types, nuances and uses among them, and how to advise a client as to the appropriate product for individual planning needs. Additionally, the key tax considerations regarding these products and their uses in estate and business planning will be reviewed. TDavid M. Morris, JD, CLU, is a member of the Maryland Bar and is Insurance Advisor to the Bar Associations Insurance Trust. Mr. Morris is the founder and President of FranklinMorris, a TriBridge Partners, LLC company.
Jay Eisenberg - Estate & Trust Law Section Chair; John Pontius - Taxation Law Section Chair

10:00 a.m. - 10:50 a.m. -- The Great Collaborative Law Debate
Suzy Eckstein, Esquire, Hadrian Hatfield, Esquire, Lindsay Parvis, Esquire, Bryan Renehan, Esquire, Darcy Shoop, Esquire and Scott Strickler, Esquire
Co-sponsored with the Collaborative Law Section, this program will feature a panel of experienced attorneys who are strongly FOR or AGAINST the use of Collaborative Law in practice.
Julie Christopher, Kathryn McDonough & Maureen M. Renehan - Family Law Section Co-Chairs; Suzy Eckstein & Darcy Shoop - Collaborative Law Section Co-Chairs

10:00 a.m. - 10:50 a.m. -- Recent Cases and Current Trends in Title Insurance Claims
Speaker: Morton A. Faller, Esquire, Shareholder, Shulman, Rogers, Gandal, Pordy & Ecker, P.A.
Mort will discuss the fifteen most important title cases decided over the past year, including decisions regarding foreclosure law, easements, equitable subrogation, Maryland’s curative statute, and, of course, an in depth look at  Columbia Town Center Title Company, et al. v. 100 Limited Partnership, et al. and what it means for title agents in Maryland in the future.
Matthew D. Alegi & Alexis H. Peters - Real Estate Law Section Co-Chairs

10:00 a.m. - 10:50 a.m. -- Health Reform Legislation:  What You, Your Firm and Your Clients Should Know
Dane Rianhard, CLU
This presentation will review the basics of PPACA as an overview of where we have been so far.  More importantly, the presentation will address how to navigate 2014 and beyond: the implications of employers continuing to offer health insurance and the penalties for not doing so.  An overview of the individual mandate requirements and State based Exchanges will be addressed. The speaker will be Dane Rianhard, who has been in the insurance industry since 1990 and is heavily engaged state and national health care reform policy issues.  Mr. Rianhard is past president of the Baltimore and Maryland Associations of Health Underwriters and is currently on the national board of trustees for the National Association of Health Underwriters.  Mr. Rianhard is a principal at FranklinMorris, a TriBridge Partners, LLC company.

11:15 a.m. - 12:15 a.m. -- Ethical Issues in Collaborative Cases – Critical Information For Collaborative Professionals
Robin B. Taub, Esquire; Sue Soler, LCSW-C;  Debora E. May, CPA; Anne “Jan” White, Esquire
This presentation will:
• Provide Guidelines to assist with ethical issues in collaborative cases
• ­Assist collaborative professionals understand how ethical requirements will impact their respective practices in Maryland
• Provide citations and support for Guidelines discussed
• Provide information on how the ethical Guidelines differ between the multi-disciplinary professionals
• Topics include:  informed consent, confidentiality, privilege, client’s access to professional’s files, withdrawal from the collaborative process, termination of the collaborative process.  Don’t miss this crucial information for your collaborative practice!!
Suzy Eckstein & Darcy Shoop - Collaborative Law Section Co-Chairs

11:15 a.m. - 12:15 a.m. -- A View from the Bench and the Bar: Perspective on the Essentials of District Court Trial Practice From Both Sides of the Bench
The Honorable James B. Sarsfield; The Honorable Audrey Anne Creighton; Andre Forte, Esquire and Megan N. Rosan, Esquire
Our distinguished panel of Judges and litigators will offer their perspectives on the essentials of District Court trial practice from both sides of the bench.  Our presenters will discuss the preparation, prosecution and defense of personal injury matters, domestic violence and related family law matters, and more, including a general discussion of successful and persuasive elements that should be incorporated into your trial presentation.
Christopher Roberts & Aindrea Conroy, New Practitioner Section Co-Chairs; Paul Chung & Andre Forte, Personal Injury Litigation Section Co-Chairs

11:15 a.m. - 12:15 a.m. -- Emphasizing Ethical Issues in Litigation
Charles S. Fax, Esquire
Chuck will discuss the Maryland and Federal Rules on discovery of Electronically Stored Information (ESI); the evolving case law on the scope of ESI discovery, especially as regards cost-shifting; and the ethical and legal issues attendant to inadvertent production of privileged or work-product material, including the import of Federal Rule of Evidence 502 and the advisability of a claw-back agreement embodied in a court order.
Jeff Axelson & Sam Shapiro - Legal Ethics Committee Co-Chairs

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