JOURNAL
GEORGIA BAR
Volume 23, Number 2October 2017
From the President—
In Praise of Local Bar
Associations
Legal Tech Tips
State Bar Bike Law
Section Rolls In
A Conversation with
Cathy Cox
Uninsured Motorist
Benets in Light of
Thurman v. State Farm
THE STATE BAR OF GEORGIA ANNOUNCES ITS ANNUAL
DEADLINE: JANUARY 12, 2018
The Editorial Board of the Georgia Bar Journal is pleased to announce that it will sponsor its Annual
Fiction Writing Contest in accordance with the rules set forth below. The purposes of this competition
are to enhance interest in the Journal, to encourage excellence in writing by members of the Bar and
to provide an innovative vehicle for the illustration of the life and work of lawyers. For more information,
contact Sarah I. Coole, Director of Communications, 404-527-8791 or sarahc@gabar.org.
FICTION WRITING
COMPETITION
1. The competition is open to any member in good
standing of the State Bar of Georgia, except
current members of the Editorial Board. Authors
may collaborate, but only one submission from
each member will be considered.
2. Subject to the following criteria, the article may
be on any fictional topic and may be in any form
(humorous, anecdotal, mystery, science fiction,
etc.). Among the criteria the Board will consider
in judging the articles submitted are: quality of
writing; creativity; degree of interest to lawyers
and relevance to their life and work; extent to
which the article comports with the established
reputation of the Journal; and adherence
to specified limitations on length and other
competition requirements. The Board will not
consider any article that, in the sole judgment of
the Board, contains matter that is libelous or that
violates accepted community standards of good
taste and decency.
3. All articles submitted to the competition become
the property of the State Bar of Georgia and, by
submitting the article, the author warrants that
all persons and events contained in the article are
fictitious, that any similarity to actual persons or
events is purely coincidental and that the article
has not been previously published.
4. Articles should not be more than 7,500 words in
length and should be submitted electronically.
5. Articles will be judged without knowledge of the
author’s identity. The author’s name and State Bar
ID number should be placed on a separate cover
sheet with the name of the story.
6. All submissions must be received at State Bar
headquarters in proper form prior to the close
of business on a date specified by the Board.
Submissions received after that date and time will
not be considered. Please direct all submissions
to: Sarah I. Coole, Director of Communications, by
email to [email protected]. If you do not receive
confirmation that your entry has been received,
please call 404-527-8791.
7. Depending on the number of submissions, the Board
may elect to solicit outside assistance in reviewing
the articles. The final decision, however, will be
made by majority vote of the Board. Contestants
will be advised of the results of the competition by
letter. Honorable mentions may be announced.
8. The winning article, if any, will be published.
The Board reserves the right to edit articles and
to select no winner and to publish no article
from among those submitted if the submissions
are deemed by the Board not to be of notable
quality.
THE STATE BAR OF GEORGIA ANNOUNCES ITS ANNUAL
DEADLINE: JANUARY 12, 2018
The Editorial Board of the Georgia Bar Journal is pleased to announce that it will sponsor its annual
Fiction Writing Contest in accordance with the rules set forth below. The purposes of this competition
are to enhance interest in the Journal, to encourage excellence in writing by members of the Bar and
to provide an innovative vehicle for the illustration of the life and work of lawyers. For more information,
contact Sarah I. Coole, Director of Communications, 404-527-8791 or sarahc@gabar.org.
FICTION WRITING
COMPETITION
1. The competition is open to any member in good
standing of the State Bar of Georgia, except
current members of the Editorial Board. Authors
may collaborate, but only one submission from
each member will be considered.
2. Subject to the following criteria, the article may
be on any fictional topic and may be in any form
(humorous, anecdotal, mystery, science fiction,
etc.). Among the criteria the Board will consider
in judging the articles submitted are: quality of
writing; creativity; degree of interest to lawyers
and relevance to their life and work; extent to
which the article comports with the established
reputation of the Journal; and adherence to
specified limitations on length and other
competition requirements. The Board will not
consider any article that, in the sole judgment of
the Board, contains matter that is libelous or that
violates accepted community standards of good
taste and decency.
3. All articles submitted to the competition become
the property of the State Bar of Georgia and, by
submitting the article, the author warrants that
all persons and events contained in the article are
fictitious, that any similarity to actual persons or
events is purely coincidental and that the article
has not been previously published.
4. Articles should not be more than 7,500 words in
length and should be submitted electronically.
5. Articles will be judged without knowledge of the
author’s identity. The author’s name and State Bar
ID number should be placed on a separate cover
sheet with the name of the story.
6. All submissions must be received at State Bar
headquarters in proper form prior to the close
of business on a date specified by the Board.
Submissions received after that date and time will
not be considered. Please direct all submissions
to: Sarah I. Coole, Director of Communications, by
email to [email protected]. If you do not receive
confirmation that your entry has been received,
please call 404-527-8791.
7. Depending on the number of submissions, the Board
may elect to solicit outside assistance in reviewing
the articles. The final decision, however, will be
made by majority vote of the Board. Contestants
will be advised of the results of the competition by
letter. Honorable mentions may be announced.
8. The winning article, if any, will be published.
The Board reserves the right to edit articles and
to select no winner and to publish no article from
among those submitted if the submissions are
deemed by the Board not to be of notable quality.
IS HEALTH INSURANCE...
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Health Insurance
Exchange for members of
the State Bar of Georgia
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November 1, 2017 First day you can shop for 2018 coverage.
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2 GEORGIA BAR JOURNAL
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expressed herein are not necessarily those of the
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MANUSCRIPT SUBMISSION
The Georgia Bar Journal welcomes the submission of
unsolicited legal manuscripts on topics of interest
to the State Bar of Georgia or written by members
of the State Bar of Georgia. Submissions should be
10 to 12 pages, double-spaced (including endnotes)
and on letter-size paper. Citations should conform
to A UNIFORM SYSTEM OF CITATION (19th ed.
2010). Please address unsolicited articles to: Bridgette
Eckerson, State Bar of Georgia, Communications
Department, 104 Marietta St. NW, Suite 100, Atlanta,
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Board’s decision regarding publication.
The Georgia Bar Journal welcomes the submission
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happenings, Bar members, law firms and topics of
interest to attorneys in Georgia. Please send news
releases and other information to: Sarah I. Coole,
Director of Communications, 104 Marietta St.
NW, Suite 100, Atlanta, GA 30303; 404-527-8791;
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PUBLISHER’S STATEMENT
The Georgia Bar Journal (ISSN-1085-1437) is published
six times per year (February, April, June, August,
October, December) with a special issue in November
by the State Bar of Georgia, 104 Marietta St. NW,
Suite 100, Atlanta, GA 30303. Copyright State Bar of
Georgia 2017. One copy of each issue is furnished to
members as part of their State Bar dues. Subscriptions:
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POSTMASTER: Send address changes to same address.
EDITORIAL
BOARD
EDITOR-IN-CHIEF
Bridgette E. Eckerson
MEMBERS
Donald P. Boyle Jr.
J. Kyle Brooks
Rickie Lee Brown Jr.
Jacqueline F. Bunn
John Clay Bush
Timothy J. Colletti
Jacob E. Daly
Jake Evans
Lynn Gavin
Chad Henderson
Michelle J. Hirsch
Eric Hooper
Amber L. Nickell
Kevin Patrick
Kristin M.S. Poland
Pamela Y. White-Colbert
Mark W. Wortham
EDITORS EMERITUS
Timothy J. Colletti (2015-17)
Bridgette E. Eckerson (2012-15)
Robert R. Stubbs (2010-12)
Donald P. Boyle Jr. (2007-10)
Marcus D. Liner (2004-07)
Rebecca Ann Hoelting (2002-04)
Marisa Anne Pagnattaro (2001-02)
D. Scott Murray (2000-01)
William Wall Sapp (1999-00)
Theodore H. Davis Jr. (1997-99)
L. Brett Lockwood (1995-97)
Stephanie B. Manis (1993-95)
William L. Bost Jr. (1991-93)
Charles R. Adams III (1989-91)
L. Dale Owens (1987-89)
Donna G. Barwick (1986-87)
James C. Gaulden Jr. (1985-86)
Jerry B. Blackstock (1984-85)
Steven M. Collins (1982-84)
Walter M. Grant (1979-82)
Stephen E. Raville (1977-79)
OFFICERS OF THE
STATE BAR OF GEORGIA
PRESIDENT
Brian D. “Buck” Rogers
PRESIDENT-ELECT
Kenneth B. “Ken” Hodges III
TREASURER
Darrell L. Sutton
SECRETARY
Dawn M. Jones
IMMEDIATE PAST PRESIDENT
Patrick T. O’Connor
YLD PRESIDENT
Nicole C. Leet
YLD PRESIDENT-ELECT
Rizza P. O’Connor
YLD IMMEDIATE PAST PRESIDENT
Jennifer C. Mock
COMMUNICATIONS
COMMITTEE
CO-CHAIR
Peter C. Canfield
CO-CHAIR
Sonjui L. Kumar
COMMUNICATIONS
DEPARTMENT
DIRECTOR
Sarah I. Coole
ASSISTANT DIRECTOR
Jennifer R. Mason
COMMUNICATIONS COORDINATOR
Stephanie J. Wilson
ADMINISTRATIVE ASSISTANT
M. Lane Sosebee
HEADQUARTERS
104 Marietta St. NW, Suite 100
Atlanta, GA 30303
800-334-6865 | 404-527-8700
Fax 404-527-8717
www.gabar.org
OCTOBER 2017
2017 OCTOBER 3
October 2017 | Volume 23 | Number 2
JOURNAL
GEORGIA BAR
The
Legal
GBJ | The Features
UNINSURED MOTORIST
BENEFITS IN LIGHT OF
THURMAN V. STATE FARM
/
18
David J. Blevins
26 A Tapestry of Mentoring
MICHELLE E. WEST
28 Georgia Bar Foundation Funds Five
Proposals from Bank of America
Settlement Funds
LEN HORTON
30 The Baker County Courthouse
at Newton: The Grand Old
Courthouses of Georgia
WILBER W. CALDWELL
32 Notice of Expiring Board Terms
ISTOCK.COM/GIGI_MY_GIRL
4 GEORGIA BAR JOURNAL
GBJ | In Every Issue
5 Editor’s Letter
6 From the President
10 From the YLD President
14 From the Executive
Director
15 Know Your Bar
36 Bench & Bar
43 Attorney Discipline
46 Legal Tech Tips
66 In Memoriam
69 CLE Calendar
70 Notice
71 Classified Resources
72 Advertisers Index
34 Georgia Lawyer Spotlight
A Conversation with
Cathy Cox
Jacob E. Daly
42 Oce of the General Counsel
How Do You Say “Help”?
Paula Frederick
48 Law Practice Management
Nurturing Your Practice with
Law Practice Management
Resources
Natalie R. Kelly
50 Pro Bono
Small but Mighty: Making
Pro Bono a Win-Win as a
Solo or Small Firm Attorney
Sarah Babcock
52 Pro Bono Star Story
Francesca A. Rehal
54 Section News
State Bar Bike Law Section
Rolls In
58 Member Benets
Member Benets: Providing
Bar Members with a Private
Insurance Exchange for Health
Dental, Vision and More
Sheila Baldwin
60 Writing Matters
Fact Statements Part II:
More than “Just the Facts”
Megan E. Boyd
63 Professionalism Page
Professionalism Committee
Celebrates 25th Year of Law
School Professionalism
Orientations
Nicole G. Iannarone and Robert Arrington
48
ISTOCK.COM/MATEJMO
2017 OCTOBER 5
The October Issue
EDITOR’S LETTER
VISIT
gabar.org
VIEW ONLINE
www.gabar.org/
newsandpublications/
georgiabarjournal/
FOLLOW
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ON THE COVER
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BRIDGETTE E. ECKERSON
Editor-in-Chief, Georgia Bar Journal
In your daily practice of law, do you
ever think to yourself, “I wish I knew then
what I know now.”? Do you ever think
of what you’d tell your younger, fresh-
faced, eager-to-learn self as you began
law school? Which classes to take for your
chosen career path? How to navigate the
job search? Get more sleep, perhaps? In
this issue of the Georgia Bar Journal, you
can read about the reections of our State
Bar and YLD ocers on the most impor-
tant thing they would tell themselves as
rst-year law students. I’m sure you’ll see
a little bit of yourself in their reections.
Once that article puts you in the mood
to help others, please take a look at “Geor-
gia Lawyers Helping Lawyers” in our
executive directors column. This article
discusses the new Lawyers Helping Law-
yers (LHL) peer-to-peer program, which is
designed to help lawyers struggling with
depression, substance abuse, and family
and workplace problems, among others.
Whether you or someone you know needs
help, or has experience with these com-
mon problems, the LHL program is a con-
dential resource for support.
Also, if you are considering undertak-
ing any pro bono work, this issue can
provide you with information to get you
started. Solo practitioners can turn to “Pro
bono–Small but Mighty: Making Pro
Bono a Win-Win as a Solo or Small Firm
Attorney” for a discussion of the benets
of pro bono work to your practice as a
whole while serving the community. The
YLD president’s column also discusses the
“misconceptions” that surround pro bono
practice for younger lawyers who are won-
dering how to incorporate pro bono work
into the early years of their practice.
This issue’s legal article, “Uninsured
Motorist Benets in Light of Thurman v.
State Farm,” by David J. Blevins, oers
an interpretation of the exception to the
derivative claim rule in cases involving
traditional uninsured motorist policies
as laid out in the Thurman case. As he
notes, this thorny issue has “bedeviled”
practitioners, and his interpretation will
assist anyone who confronts this issue in
their practice.
Also in this issue, you will nd many
helpful tips for your daily practice. Wheth-
er it’s advice on when it’s time to hire an
interpreter, writing your statement of facts
or resources for managing your practice,
this issue oers many insightful tips. You
can also read about the private health in-
surance exchange of the State Bar in the
Member Benets section.
Lastly, check out the new Bike Law
Section of the State Bar in Section News!
As always, we hope you enjoy reading the
Georgia Bar Journal, and we welcome
any feedback. l
JOURNAL
GEORGIA BAR
Volume 23, Number 2October 2017
From the President—
In Praise of Local Bar
Associations
Legal Tech Tips
State Bar Bike Law
Section Rolls In
A Conversation with
Cathy Cox
Uninsured Motorist
Benets in Light of
Thurman v. State Farm
6 GEORGIA BAR JOURNAL
BRIAN D. BUCK
ROGERS
President
State Bar of Georgia
GBJ | From the President
In Praise of Local Bar
Associations
One of the benefits of serving as pres-
ident of the State Bar of Georgia is the
opportunity to visit communities across
the state and meet with our local bar as-
sociations. I enjoy going to Georgia cities
and towns that I have often heard about
but haven’t been to in a long time, if ever.
It’s also good to be able to report to our
members the latest news from the State
Bar and get your feedback on how the Bar
can better serve you.
Most of all, I cherish the opportunity
to witness first-hand the great work be-
ing done at the local level, through our
local bar associations, in service to the
public, the legal profession and the jus-
tice system. The State Bar of Georgia has
nearly 50,000 members. Organizationally,
we depend on local bars to serve as af-
filiates to meet the unique needs of the
attorneys and citizens of each community.
I am truly inspired by what I see and hear
about from our local bars. Here are just a
few recent examples:
l
The Atlanta Bar Association co-
sponsored the 17th Legal Runaround
with the Atlanta Police Department.
Proceeds provide college scholarships
to children of Atlanta Police officers
who have been disabled or killed in
the line of duty.
l
The Augusta Bar Association cel-
ebrated Law Day this year with none
other than American Bar Association
President Linda Klein, a past presi-
dent of the State Bar of Georgia, as
keynote speaker.
l
The Blue Ridge Bar Association
co-sponsored an Easter egg
hunt with the Cherokee Family
Violence Center and the Canton
Police Department.
l
The Cobb County Bar Association
hosts a full calendar of continuing
legal education activities for its mem-
bers. In September, the Cobb Bar
sponsored the 19th Annual Alexis
Grubbs Memorial Golf Tourna-
ment, proceeds supporting the Alexis
Nicole Grubbs Scholarship Fund for
local students.
l
The Dougherty Circuit Bar As-
sociation’s Toys for Tots box was
full within the first 15 minutes of its
annual Christmas Party.
l
The Gwinnett County Bar As-
sociation partnered with the
Gwinnett Children’s Shelter for its
2017 Law Day Community Service
Project. Gwinnett bar members
collected tickets and served drinks
2017 OCTOBER 7
during the annual Sip and Swine
Barbecue Festival.
l
The Houston County Bar Associa-
tion presents a $500 college scholar-
ship to six local high school seniors
each year, collects toys for disadvan-
taged children during the holidays
and collects clothes for the Public
Defender’s Office for use by defen-
dants, witnesses and family members
who do not own appropriate cloth-
ing to appear in the courtroom.
l
The New Rock Legal Society
joined with Rockdale County Chief
Magistrate Judge Phinia Aten to
host a Youth Law Camp, a full day
of nonstop fun and learning. The
program included sessions on Legal
Careers, Teens Know Your Rights,
Mock Trial and Meet & Greet with
Government Officials.
l
The Paulding County Bar Associa-
tion hosted a legislative luncheon,
which featured local lawmakers shar-
ing reports from the 2017 session of
the Georgia General Assembly with
bar members.
l
The Savannah Bar Association
Young Lawyers Division hosted the
12th Annual Charity Golf Tourna-
ment, providing a day of fun and
competition while raising thousands
of dollars for charity.
l
The Troup County Bar Association
sponsored “Trial Practice as Viewed
from the Bench,” a CLE session
presented by Coweta Judicial Circuit
Superior Court Judge Emory Palmer.
Georgia is also fortunate to have a
number of active voluntary bar associa-
tions representing minority communities.
They include:
l
The Georgia Asian Pacific Ameri-
can Bar Association’s Law Founda-
tion established the inaugural Trinh
Huynh Fellowship to commemorate
the legacy of one of GAPABA’s most
ardent community activists and
former board members.
l
The Georgia Association of Black
Women Attorneys, through its
For this issue of the Georgia Bar Journal, we asked our Bar officers,
"Knowing what you know now, if you could send a letter to yourself as a
first-year law student, what is the most important thing it would say?"
OFFICERS’ BLOCK
BRIAN D. BUCK ROGERS
President
Dear Buck, get a haircut; mullets are out. Also, embrace
the diversity of your classmates. You come from
different places with different experiences, and there
is much to learn from each other. You’ll be going to
many places and it’ll be nice to have your classmates
as friends across the country. In fact, it may be more
important than what the professors will teach you.
KENNETH B. KEN HODGES III
President-Elect
The lecture hall is not the only place you should
spend your time. Clinical programs can give you
invaluable hands-on experience, and time on the
intramural fields and social activities can foster
friendships with those who can help you succeed in
the real world. And don’t miss the football games!
DARRELL L. SUTTON
Treasurer
Where you will find yourself following law school will
be much different than what you envision when you
begin. Where you will be practicing and what you will be
practicing will likely be different than what you expect.
Approach law school open to all opportunities. Yes, that
means take a corporate transactions class.
PATRICK T. O’CONNOR
Immediate Past President
No matter how far you go, no matter how high you
climb, never forget from whence you came.
DAWN M. JONES
Secretary
I would explain how, on the very first day of law school,
I was unknowingly building my reputation as a lawyer.
Whether I was honest, trustworthy and competent
during the course of my studies while interacting with
others; such attributes would form my developing
reputation in the practice of law.
8 GEORGIA BAR JOURNAL
Georgia’s local and voluntary bar
associations provide an essential
service for our profession and the
community at large. I strongly
encourage you to get involved, not
only for the benefit of others, but
for your law practice as well.
next generation of lawyers; and held
a Community Law Clinic, partnering
with Greenbriar Mall and the Fulton
County Solicitor General’s Office.
l
The Georgia Hispanic Bar Asso-
ciation and the Korean-American
Bar Association of Georgia both
joined with the Atlanta Volunteer
Lawyers Association to host Satur-
day Lawyer Programs on the topics
of unpaid wages, landlord/tenant
issues and lease disputes. The events
provided low-income Atlantans
with access to volunteer attorneys
and gave Bar members a chance to
perform meaningful pro bono work.
While the opportunity to provide vol-
unteer service to the profession and the
community is a rewarding component
of membership in a local bar association,
there are numerous other benefits. For
example, the State Bar of Georgia is not
authorized to refer clients to lawyers, but
many local and voluntary bar associations
offer referrals. On the State Bar website,
you can find a list of the local or voluntary
bars’ contact information, including a list of
counties that are served by each particular
organization, and whether they offer attor-
ney referrals. Lawyers can list their contact
information and practice areas with the lo-
cal bar for potential client referrals.
Additionally, being active in your lo-
cal bar association can provide beneficial
networking opportunities. As Keith Lee
wrote for AboveTheLaw.com, “While
some of the uses of bar associations are
affordable CLEs and identifying practice
trends, their real value is in fostering
relationships between their members.”
Bar association membership is, he wrote,
“essentially a lawyer’s professional com-
munity. And . . . if you invest in your
community, your community will invest
in you. By joining a local bar association
and dedicating real time and effort to it,
you can begin to develop the relation-
foundation, raises funds to provide
services to the community that
further the interests of women and
children throughout Georgia and
that increase the representation of
black women in the legal profession.
These include its Civil Pro Bono
Project, the Sister to Sister Mentor-
ing Program and a Scholarship &
Endowment program for African-
American women entering the
legal profession.
l
The Georgia Hispanic Bar Associ-
ation joined with the Atlanta Volun-
teer Lawyers Foundation to sponsor
a Saturday Lawyer Program, with
attorneys meeting with low-income
Atlantans confronted by various
wage and housing problems.
l
The Gate City Bar Association
celebrated the 10th anniversary of its
Summer Associates Program, which
supports law students by providing
a substantive summer experience;
sponsored the 11th annual Justice
Robert Benham Law Camp, held dur-
ing the summer at the Georgia State
University College of Law, for high
school students to help develop the
2017 OCTOBER 9
ships you need in order to thrive as a
small firm practitioner.”
Camaraderie and professional respect,
cultivated by these relationships, also pay
dividends. Lee wrote about his local bar
association’s recent Bench & Bar retreat,
a couple of days at a golf resort with hun-
dreds of lawyers and judges.
“During this time I had the opportu-
nity to speak with dozens of lawyers I
would have never met otherwise,” he said.
“Many of whom I have subsequently had
lunch or coffee with and now have a real
relationship. But one interaction in par-
ticular stood out.
“The week prior to the event, I had
spent most of the day in a deposition in
a long-running case. At the retreat, I ran
into a lawyer who was at the deposition
on the opposite side of the case from
us. The other lawyer and I immediately
struck up a conversation, completely
unrelated to the case. Over the course
of the evening, we had a couple drinks
together, talked about sports, our neigh-
borhoods, and all sorts of things that had
nothing to do with us being in an ad-
versarial relationship in our professional
lives. Because we were members of the
same bar, we were able to just be two
guys hanging out for a day. The value
of this cannot be discounted. Someday
the present case will end, and we will no
longer be adversaries. Perhaps I’ll refer
a case to him. Perhaps he’ll suggest me
to another lawyer for a particular type
of matter.”
1
Law firms that support their attorneys’
voluntary bar association membership, es-
pecially for young lawyers, get a return on
their investment as well. As Marilyn Oden-
dahl wrote for TheIndianaLawyer.com,
“In a bar association, young lawyers will
have opportunities for public speaking
and holding leadership positions. The
attorneys will then call upon the skills
gained through these experiences to build
their client base.”
Getting involved early helps young
attorneys meet the experienced lawyers
in town and begin building their net-
work of colleagues, Odendahl added.
“Then when they need help or get lost
in the courthouse, the new attorneys will
see a face they recognize and be able to
ask for assistance.”
2
Georgia’s local and voluntary bar as-
sociations provide an essential service
for our profession and the community at
large. I strongly encourage you to get in-
volved, not only for the benefit of others,
but for your law practice as well. As Keith
Lee concluded, “Building reputations and
extending professional courtesy is diffi-
cult if you don’t know any other lawyers
in town. And the easiest way to get to
know other lawyers is to join your local
bar association. But perhaps most im-
portantly, developing such relationships
with other lawyers can be beneficial to the
most important people: your clients.”
3
If you are already a leader in your local
bar, feel free to contact me if you would
like for me to attend one of your meetings
to not only give a report from the State
Bar, but also listen to your thoughts, sug-
gestions and concerns. Additionally, while
it is impossible to list all of our local bar as-
sociations’ contributions in this one article,
please keep us posted on the highlights of
your activities for future articles and letters
of recognition that I send to local newspa-
per editors on a regular basis. You can send
these items to Sarah Coole, our director of
communications, at [email protected]. l
Endnotes
1. Keith Lee, “Why You SHOULD Join a
Bar Association,” AboveTheLaw.com,
May 14, 2014.
2. Marilyn Odendahl, “Bar Associations
Work Hard to Show Young Lawyers
the Benefits of Membership,”
TheIndianaLawyer.com, Nov. 4, 2015.
3. Lee.
join
us
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youtube.com/
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@statebarofga
www.gabar.org
linkedin.com/
state-bar-of-georgia
10 GEORGIA BAR JOURNAL
GBJ | From the YLD President
In our profession, there are some law-
yers who do pro bono work on a daily
basis, some who perform occasionally
and some not at all. Only a very small
subset, however, actively discuss volun-
teering to do pro bono work. Therefore,
a lot of misconception and misunder-
standing exists about what pro bono
work can entail and the wide variety of
opportunities for any lawyer to step in
and provide service.
Those who do discuss their pro bono
work most often are those in public inter-
est positions or who have their firm’s sup-
port for finding and handling pro bono
cases. This typically involves taking cases
or appeals in their entirety. In private
practice, many attorneys are reluctant to
talk about the pro bono work they may
be interested in or are doing. There are
attorneys who do pro bono work on their
own, finding a niche in which they can
provide assistance. A lot of their pro bono
work does not get advertised or catego-
rized as such because it is done outside of
the major public interest organizations.
Many more attorneys are reluctant to
even consider doing pro bono work, fear-
ing it will conflict, diminish or somehow
take away from their practice.
For solo and small firm attorneys,
they may not have the support or en-
couragement from their company or
firm to perform pro bono work. This is
especially true for young lawyers, who
are engaged in the process of building
their professional careers as well as re-
lationships and families. Time and en-
ergy is generally considered best spent
furthering those goals, and young law-
yers believe they do not have time to
devote to pro bono efforts. Based on the
“generally available knowledge,” many
attorneys are unaware of the pro bono
opportunities that do not involve taking
a whole case or becoming overwhelmed
with requests. This is due to the afore-
mentioned lack of discussion about the
wide variety of pro bono opportunities
in Georgia and across the nation.
Inability or unwillingness to do pro
bono work because of misconceptions
NICOLE C. LEET
Pro Bono:
Dispelling the
Misconceptions
pro bono publico (adverb & adjective): “for the public good”; denoting work
undertaken for the public good without charge, especially legal work for a client
with a low income.
YLD President
State Bar of Georgia
about the nature and extent of time and in-
volvement is not and should not be a part
of the legal profession’s culture. A lot of the
reluctance to discuss or engage in pro bono
work comes from excuses and outdated mis-
conceptions about what pro bono work is
and how it can be accomplished.
Everyone should agree that pro bono
work is worthwhile and of great benefit.
That is not in dispute. But the majority of
attorneys believe that pro bono consumes
too much time and generally involves taking
a full case from start to finish.
In discussing the common misconcep-
tions and excuses regarding pro bono work,
Laura Rashidi-Yazd, director of Pro Bono
Legal Services for Atlanta Legal Aid, said,
“There is no-one-size-fits all approach to
pro bono legal work any more than there is
one answer to any complex legal problem.”
Pro bono work does not have to involve
taking a case, going to trial or taking an ap-
peal. Especially with today’s advanced tech-
nology, there are many different methods
and ways to provide pro bono service.
The list of all these opportunities is far
too exhaustive to put in one article. There
are many different initiatives and programs
across Georgia that provide pro bono ser-
vice in almost every area of practice and
every conceivable means or method. The
YLD’s new Pro Bono Committee is tasked
with identifying and highlighting all of the
diverse, traditional and non-traditional op-
portunities to provide pro bono and “low
bono” service across the state. This com-
mittee is spearheading the YLD’s effort to
remove the barriers keeping young lawyers
from doing pro bono work. To receive up-
dates on pro bono activities throughout
Georgia and become more involved with
the Pro Bono Committee, join the commit-
tee online at www.georgiayld.org.
While identifying all of our pro bono ac-
tivities is too extensive to list, highlighting
the different means and methods to dispel
some of the misconceptions is not.
Misconception No. 1: You have to
go to court to do pro bono work.
Contrary to popular belief, there are many
pro bono opportunities available to law-
yers that do not involve litigation or go-
ing to court. These include assisting with
OFFICERS’ BLOCK
For this issue of the Georgia Bar Journal, we asked our Bar officers,
"Knowing what you know now, if you could send a letter to yourself as a
first-year law student, what is the most important thing it would say?"
2017 OCTOBER 11
NICOLE C. LEET | YLD President
Enjoy this time broadly examining the law, theorize and
discuss issues with your classmates and professors, and
do a deep dive into a minutiae of interesting areas. This
is the only time you will have the luxury to do so without
other pressures. Develop and nurture your love of the law.
RIZZA O’CONNOR | YLD President-Elect
Everything will be okay. Law school is stressful,
overwhelming and brings incredible challenges. Don’t
be discouraged when disappointment comes your way.
Being a lawyer requires persistence and resilience. Let
setbacks inspire you to improve and come back stronger.
WILLIAM T. WILL DAVIS | YLD Treasurer
I would tell my 1L self to stay calm and remember to
breathe. Law school and your legal career to come can and
will be stressful, but do not let that stress take control of
your life. Take care of yourself so that you can be the best
lawyer possible for your clients, friends and family.
JENNIFER C. MOCK | YLD Immediate Past President
There are many different ways of practicing law. Don’t
feel like you have to conform to a certain style to be
a successful lawyer. You can do it your own way and
enjoy a fulfilling career.
SHAMIRACLE J. RANKIN | YLD Newsletter Co-Editor
Take long deep breaths and remember that you are
equipped with everything you need to accomplish any
goal that you set. If you find yourself doubting your
abilities, mute that little voice in your head because you
can conquer any task—including law school exams!
HEATHER RIGGS | YLD Newsletter Co-Editor
Be confident in your abilities! You can accomplish
anything you set your mind to; you always have and
you always will. You’re going to enjoy a successful
career, dynamic relationships and fulfilling bar
service. There’s no limit to what you can and will
achieve, so don’t doubt yourself now.
BERT HUMMEL | YLD Secretary
No doubt that grades are important as a first year law
student since they determine rank and potential jobs,
but take time to get to know your classmates, figure out
what about the law interests you and pay attention to the
professors’ nuances. Also, good outlines are everything.
12 GEORGIA BAR JOURNAL
Misconception No. 2: Pro bono
work takes a lot of time.
Like any professional activity, pro bono
work requires an investment of time.
Most attorneys complain they already
have too much to do, and not enough
time to do it. But is less than one hour a
week impossible? Try this: every time you
go into the lunchroom or take a coffee
break at work, record how much time you
spend chatting with co-workers. If it is 12
minutes a day or more, you just found an
extra hour in your schedule every week
or, about 50 hours a year, the aspirational
goal set by the State Bar of Georgia and
ABA Model Rule 6.1.
You do not need to take time away
from your paying work, client develop-
ment, practice management or your fam-
ily to do pro bono work. Many of the
newer means and methods of providing
pro bono work involve the use of technol-
ogy, making it even more convenient to
fit pro bono work in those spare minutes
you have during the day. For instance,
www.georgia.freelegalanswers.org allows
an attorney to answer legal questions post-
ed online. This can be done while waiting
in line, on a commercial break from your
favorite TV show or while waiting for
your case to be called on a calendar call.
“Bite-sized” pro bono opportunities are out
there. Every question answered provides
aid to someone who needs help, and the at-
torney sets the scope of the pro bono work
by selecting which questions to answer.
Misconception No. 3: Pro bono
work costs my practice too much
in terms of time and money.
This misconception does not take into ac-
count the full picture of pro bono work.
Any activity performed takes time. Is pro
bono work a waste of time, or “costing”
you money? No. First, you can do “bite-
sized” pro bono, which does not take a
significant chunk of time in one sitting.
So there is no choice that has to be made
between doing pro bono or going to
lunch with a client for instance. Second,
while going to lunch with a client is one
way to network and market yourself and
your practice, you can do pro bono with
an eye toward networking and marketing
mortgages or other real estate contrac-
tual issues; and drafting or reviewing
transactional documents in the areas of
estate planning, tax planning, corporate
and real estate law. Many pro bono op-
portunities involve something as simple
as providing information on what forms
to fill out or file.
Pro bono work does not even neces-
sarily involve “representing” a client.
There are opportunities ranging from as-
sisting senior citizens in filling out prop-
erty tax appeal applications to reviewing
a lease to see if a rent increase is allowed
by the contract.
For every area of interest, personally
or professionally, there is an opportunity
to do pro bono work related to that inter-
est. Interested in supporting military and
veterans? Find opportunities at www.
GeorgiaAdvocates.org/GAMLAP. Want
to learn more about elder law? Volunteer
for an elder hotline or clinic, and they will
train you. Passionate about children? You
could assist with revising parent/student
handbooks for the school year.
You do not need to take time away from
your paying work, client development,
practice management or your family
to do pro bono work. Many of the newer
means and methods of providing pro
bono work involve the use of technology,
making it even more convenient to fit
pro bono work in those spare minutes
you have during the day.
2017 OCTOBER 13
as well. Many in-house counsel serve on
pro bono boards and committees. Rath-
er than a brief cocktail conversation or
lunch, how much more effective would it
be instead to invite that attorney to join
you in representing an indigent client in
a pro bono matter? Working side-by-side
with another lawyer as co-counsel is a ter-
rific way to build a bond and form a last-
ing relationship. Furthermore, pro bono
work provides opportunities to network
with a wide variety of people, expanding
marketing opportunities.
Pro bono activities with some legal
clinics, in addition to doing good, pro-
vide opportunities to pick up paying cli-
ents. Moreover, along with tremendous
self-satisfaction, there are many other
benefits that accrue from doing pro bono
work, such as gaining new skill sets and
improving your reputation in the legal
community. Focusing only on what you
give to a pro bono matter ignores what
you get from it.
Misconception No. 4: Pro bono
work only involves matters
in family law, criminal law or
landlord/tenant work, areas in
which you may not practice.
While it is true that the legal needs of
the indigent and referrals for pro bono
work typically fall in only a few legal ar-
eas that reflect basic human needs such
as housing or family law, these are not
the only areas of the law with pro bono
opportunities or needs.
Doing pro bono work in a new area
of practice may appear intimidating, but
having some representation is more fa-
vorable to the indigent client than hav-
ing no counsel at all. Basic legal knowl-
edge and research skills—and a hunger
to learn—are all the pro bono volunteer
usually needs. In addition, nearly every
pro bono referral agency provides basic
training to its volunteers, in addition to
oversight and research assistance from
highly skilled in-house lawyers who do
nothing but practice in these areas. You
do not have to be an “expert” in housing
law to defend an indigent person in an
unlawful detainer case; you just need to
be a quick study with a desire to help the
less fortunate. Additionally, this work
provides opportunities to learn new
skills, perhaps get into a courtroom or
gain more courtroom experience, and
take on a rewarding project.
As discussed earlier, there are oppor-
tunities in almost every practice area. A
lawyer can find pro bono opportunities
in his or her own practice area, from
patent work to real estate closings. Le-
gal hotlines, clinics and organizational
events provide a variety of opportunities
to add pro bono work to your practice.
Misconception No. 5: I cannot
find opportunities to do pro
bono because I do not practice
in the public interest area.
This misconception is a bit circular, as
it is based on a lack of awareness of pro
bono opportunities, due in part to the
lack of discussion regarding pro bono
work that attorneys are already provid-
ing. This is the easiest misconception to
address. The YLD Pro Bono Committee
collects and distributes opportunities
across the state. The State Bar of Geor-
gia’s Access to Justice Committee has
compiled an aggregate list of opportuni-
ties and organizations providing oppor-
tunities at www.georgiaadvocates.org/
gojc. And the YLD’s “Signature Service
Project: Pro Bono Challenge” strives to
connect those interested in doing pro
bono work with opportunities in ar-
eas across the state. Take the YLD Pro
Bono Challenge at www.georgiayld.org
to pledge to complete 50 hours of pro
bono service in the next year. Everyone
who takes the challenge and makes the
pledge will be contacted and connected
with a variety of pro bono opportunities
to assist those who might not even know
where to start.
Hopefully this has dispelled some of
the misconceptions surrounding pro bono
work. Share your experiences with your
colleagues. Find something that interests
you, and seek an opportunity to volunteer
in that area. And take the YLD Pro Bono
Challenge at www.georgiayld.org. l
CELEBRATE
PRO BONO
www.celebrateprobono.org
October
22-28, 2017
National
Pro Bono
Celebration
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14 GEORGIA BAR JOURNAL
GBJ | From the Executive Director
JEFF DAVIS
In August, following months of hard
work by members of our Lawyer Assis-
tance Program (LAP) Committee, the
State Bar of Georgia announced the es-
tablishment of our new Georgia Lawyers
Helping Lawyers program. This is an
additional tool for the State Bar to help
our members who are going through
rough times. This peer-to-peer program
will provide our colleagues who need as-
sistance with a fellow Bar member to be
there, listen and help.
Lawyers Helping Lawyers (LHL) is a
continuation of the Bar’s effort to assist
our members with life’s difficulties—
including but not limited to depression,
stress, alcohol or drug abuse, family prob-
lems, workplace conflicts and mental
health issues.
“Based on my experience as a member
of the ABA’s Commission on Lawyer As-
sistance Programs Advisory Committee,
I am convinced that Georgia’s new peer
program is the most confidential and
technologically advanced program in the
country and will be a model for other
states,” said LAP Committee Chair Jef-
frey R. Kuester. “A famous philosopher
once said, ‘Nothing is so difficult as not
deceiving oneself.’ Concerned peers can
provide accountability and feedback that
help us avoid self-deception. We all re-
member how meaningful it was for us to
receive important advice during our most
difficult times, so we should all give back
and be good stewards of the wisdom we
have received.”
Lynn S. Garson, the LAP Committee
member who spearheaded the effort to
create LHL, said the goal of the peer pro-
gram “is to utilize the Bar’s best resource
for helping lawyers who are struggling
with a range of issues—each other. I have
personally suffered from depression and
anxiety (voluntarily hospitalized three
times between 2000 and 2010), and there
is no doubt that my road to recovery
was founded on developing a lay commu-
nity of support.”
LHL is the first attorney peer program
of its kind in the country, simultaneously
guaranteeing anonymity while also lever-
aging the benefits of online technology.
Garson says the timeliness of this initia-
tive is underscored by a recent New York
Times article, “The Lawyer, the Addict,”
written by Eilene Zimmerman, the ex-
wife of a “high-powered Silicon Valley
attorney” who died of a drug overdose.
In her investigation, Zimmerman
discovered not only her ex-husband’s
addiction, of which she and other fam-
ily members had been unaware, but also
this: “The further I probed, the more ap-
parent it became that drug abuse among
America’s lawyers is on the rise and deep-
ly hidden.” Citing a 2016 study by the
Hazelden Betty Ford Foundation and the
American Bar Association (ABA), Zim-
merman wrote that “about 21 percent
of lawyers qualify as problem drinkers,
while 28 percent struggle with mild or
more serious depression and 19 percent
struggle with anxiety.”
1
Georgia Lawyers Helping
Lawyers
Executive Director
State Bar of Georgia
2017 OCTOBER 15
Additionally, the ABA Commission on
Lawyer Assistance Program—as part of
the National Task Force on Lawyer Well-
Being—recently released a comprehensive
report, “The Path to Lawyer Well-Being:
Practical Recommendations for Positive
Change,” aimed at addressing the prob-
lem of substance abuse and mental health
disorders among lawyers. The report fea-
tures comprehensive new recommenda-
tions focusing on five central themes:
l
Identifying stakeholders and the role
each can play in reducing the level of
toxicity in the legal profession.
l
Eliminating the stigma associated
with help-seeking behaviors.
l
Emphasizing that well-being is an
indispensable part of a lawyer’s duty
of competence.
l
Educating lawyers, judges and law
students on lawyer well-being issues.
l
Taking small, incremental steps to
change how law is practiced and
how lawyers are regulated to instill
greater well-being in the profession.
2
According to Garson, the Georgia LHL
peer program is seeking not only volun-
teers who have experienced particular
mental health or substance issues, but also
(i) those who have experience helping a
family member or friend who is strug-
gling and (ii) those whose only qualifi-
cation is that they practice law and are
familiar with the stress of our profession.
In 2009, the Board of Governors of the
State Bar approved Member Benefits,
Inc., as the Bar’s recommended
broker for members’ health, dental
and vision plans. They are also
approved to offer disability and
long term care plans, and lawyers
professional liability insurance.
The State Bar’s Private Insurance
Exchange is a multi-carrier private
exchange designed for members
and their staff and dependents.
Available to both individuals and
employer groups, the exchange
offers a wide range of health
insurance choices and more with
a consumer-friendly approach to
purchasing insurance coverage.
Individuals that do not qualify
for a government subsidy may
purchase a qualified health plan on
a private exchange. Consumers may
view plans from many insurance
carriers, compare benefits and
costs, and make purchasing
decisions based on their specific
health needs and budget.
If you are an employer, the
employer group solution is a
particular advantage because
it enables you to offer a simple
way for your employees to
shop for insurance and other
benefits by creating your own
private health exchange. With
defined contributions, you give
your employees a set amount of
money to spend on benefits and
they use that money to shop for
the coverage that meets their
individual needs. So instead of
offering a one-size-fits-all health
and benefits package, you empower
your employees to choose the
combination of coverage that’s just
right for them.
For more information, visit
gabar.memberbenefits.com or
call 800-282-8626.
Products and services are administered, sold
and serviced by the State Bar of Georgia’s
recommended broker, Member Benefits, Inc. The
State Bar of Georgia is not a licensed insurance
entity and does not sell insurance products.
Know Your Bar
Private Insurance
Exchange:
Health, Dental,
Vision and More
One of the most common requests received from
State Bar members is help in choosing a health
insurance plan for themselves, their families and
for their firms.
16 GEORGIA BAR JOURNAL
“All are welcome,” she said. “The need
is great and we would like to build the
most expansive volunteer base possible.
The Lawyer Assistance Program has
always faced the hurdle of convincing
lawyers that disclosures of personal is-
sues will not lead to discipline. Know-
ing that, the committee probably spent
as much time taking steps to ensure the
confidentiality of the participants in the
program as it did putting the entire rest
of the program together.”
To ensure such confidentiality, she
said the program is structured so that
volunteers’ names and contact informa-
tion will not be available on the website,
instead identified only by a peer number.
The committee has taken great lengths to
ensure confidentiality of participants in
the program, which will be administered
by CorpCare Associates Inc.
One single person at CorpCare, the
Bar’s outside contractor for lawyer as-
sistance program services, will have ac-
cess to the identifying information and
it will be kept in an encrypted database
by CorpCare.
“Even knowing that, when I signed
up it felt awkward to me to check off my
‘issues,’ so I imagine I won’t be the only
one,” Garson said. “I can’t emphasize
enough the firewall that has been built to
maintain confidentiality and the need for
honest disclosure. For some seeking help,
their biggest comfort will be in knowing
that they can talk to someone who has
‘been there.’ The online matching system
can’t make that match if volunteers don’t
disclose what they have experienced.”
Required training for volunteers, to
be conducted by CorpCare, consists of a
2.5-hour program. During training, vol-
unteers will learn how to distinguish be-
tween being a counselor, which they are
not, and being support for other members,
which they are; they will learn how to be
an effective peer and acquire new commu-
nication skills; and they will know what is
expected in terms of frequency of contact,
location, etc. Volunteers will also be told
what to do if there is a need for support
in excess of what the volunteer peer can
provide. If you want to be a peer but aren’t
sure what you’re signing up for, the train-
ing will answer those questions for you.
Thanks to approval by the Commis-
sion on Continuing Lawyer Compe-
tency and the Chief Justice’s Commis-
sion on Professionalism, volunteers who
complete training for the peer-to-peer
program will receive two hours of CLE
credit, including one ethics hour and one
professionalism hour.
Allan L. Galbraith, the LAP Commit-
tee member who will screen the LHL
volunteers, said, “I am also a person in
recovery and in addition to being a prac-
ticing lawyer, I also have a master’s de-
gree in counseling. One of the hopes that
I have for this program is that we can
remove some of the institutional barri-
ers to Bar members seeking help from
the LAP. My hope is that members may
utilize the services offered by the peer
program before they reach a crisis situ-
ation so that we can hopefully alleviate
some of the distress that is inherent in
untreated emotional illness. That serves
not only the member who is struggling
but also serves the public. I am hopeful
that for those lawyers whose difficulties
were more severe in nature, that we are
able to assist them in integrating back
into a productive life, including a pro-
ductive practice, by offering the friendly
assistance of someone who has an under-
standing of their situation and perhaps a
bit of wisdom based on experience.”
CorpCare President and CEO George
Martin said, “Our ongoing clinical sup-
port statewide, providing professional
assistance, undergirds the volunteers’
efforts on an as-needed basis. We be-
lieve this effort will expand our reach to
enrich the life decisions of attorneys,
which reinforces both their practice and
family lifestyles.”
Addressing questions that have already
been raised by prospective volunteers
about whether training can be sufficient
to teach volunteers how to address such
daunting issues as depression, anxiety,
addiction and the like, Garson responds,
“That is the precise point of the pro-
gram: volunteers are acting as support, a
friendly ear, a voice of encouragement—
expressly not as ‘counselors.’ The training
will teach volunteers how to recognize
when that line might be crossed, in which
case the volunteer will be instructed how
to immediately direct the struggling at-
torney to CorpCare, which can provide
counseling services. Equally, volunteer-
ing for the peer program is not a set com-
mitment; the volunteer and the member
seeking services together will determine
the extent and duration of meetings or
other modes of contact and the depth of
the commitment.”
During the launch phase of the LHL
program, volunteers are asked to sign up
online at www.GeorgiaLHL.org. Once
a group of volunteers is established, the
website will be open to those who would
like to request a peer, while continuing to
grow the volunteer database.
“Our goal is to create an extremely ro-
bust volunteer base so that those in need
have the opportunity to find the best
‘match’ possible,” Garson added. “The
beauty of the online system is that a match
might occur between lawyers who live in
different parts of the state, which greatly
expands the possibility of providing help.
It also gives the opportunity for those
living in smaller communities to find a
match outside of their immediate area,
which often will increase their comfort
level and encourage someone to seek help
who might not have otherwise done so.”
Please consider volunteering and help
us spread the word about this important
new program. We are hopeful that it will
be a huge success in Georgia and that oth-
er states will follow our lead. If you have
any questions, please contact Jeff Kuester
at [email protected] or Lynn
Garson at [email protected]. l
Endnotes
1. Zimmerman, Eilene; “The Lawyer, the
Addict”; The New York Times; July 15, 2017.
2. “Growing Concern over Well-Being
of Lawyers Leads to Comprehensive
New Recommendations”; American Bar
Association press release; Aug. 14, 2017.
The Georgia Legal Services Program (GLSP) is a 501(c)(3) nonprofit law firm. Gifts to GLSP are tax-deductible to the fullest extent allowed by law. The client story is used with permission. The name and photo do not necessarily represent the actual client.
And Justice for All”
2017 State Bar Campaign for the Georgia Legal Services Program, Inc.
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Evictions can be complicated and
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Homeless families lose
jobs looking for another place to live. Their
children miss school for long periods that often
lead to dropping out. With few other affordable
housing options, homeless families relocate to
housing that is not better, but has more housing
problems, or they move into neighborhoods
that are not safer, but have higher crime rates.
They pay up to 80% of their incomes for rent
to live in housing that is usually indecent or
substandard, because too many landlords fail
to maintain the properties and pocket the cash,
instead, for their own benefi t. GLSPs work on
eviction cases maintains housing and keeps
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The Culver family was evicted from their home
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With legal assistance from the Georgia Legal
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2017 OCTOBER 19
Uninsured
Motorist
Benets
in Light of
Thurman v.
State Farm
GBJ | The Legal
Thurman created an exception
to the derivative claim rule for
“traditional” uninsured motorist
policies which has bedeviled the
bench and the bar since it entered
Georgia law. The purpose of this
article is to explore the basis and
scope of the Thurman exception.
BY DAVID J. BLEVINS
It is widely held that Georgia uninsured
motorist (UM) law is unsettled when an in-
sured has both a traditional UM policy and
medical coverage through either Medicaid or
a plan established pursuant to the Employee
Retirement Income Security Act of 1974, as
Amended
1
(ERISA).
2
It has not always been
so. Prior to the Supreme Court of Georgia’s
2004 decision in Thurman v. State Farm Mu-
tual Automobile Insurance Company,
3
neither
Medicaid nor ERISA was thought to impact
UM coverage because Georgia follows what
might best be called the “derivative claim
rule,”
4
which treats multiple claims derived
from a single personal injury as a single claim
for the purposes of determining the UM limits
applicable to those claims.
5
Thurman created
an exception to the derivative claim rule for
“traditional”
6
UM policies which has bedeviled
the bench and the bar since it entered Georgia
law.
7
The purpose of this article is to explore
the basis and scope of the Thurman exception.
ISTOCK.COM/GIGI_MY_GIRL
20 GEORGIA BAR JOURNAL
cident other than the UM insured, the UM
offset is reduced by the $10,000 liability
payment; therefore, the UM insured is en-
titled to collect $35,000 instead of $25,000
from the UM carrier.
In Thurman, the Court disregarded the
distinction between liability insurance
payments made for claims arising from
other people injured in the same collision
and liability payments arising from the UM
insured’s own injuries. The beneficiary of
the Court’s ruling was Gail Thurman, an
employee of the U.S. Postal Service who
was involved in an automobile collision in
which the other party was at fault. At the
time of the collision, Ms. Thurman was in
the course and scope of her employment.
14
Her medical expenses were primarily paid
by a combination of her federal work-
ers’ compensation coverage pursuant to
the Federal Employee Compensation Act
(FECA)
15
and her major medical insurance
pursuant to the Federal Employee Health
Benefits Act (FEHBA).
16
The federal gov-
ernment became a third-party claimant
when pursuant to FECA and FEHBA, the
federal government successfully asserted a
subrogation claim against the tortfeasor’s
liability carrier for benefits it paid to Ms.
Thurman’s medical providers due to inju-
ries she sustained in the collision.
17
Before the payment to the federal gov-
ernment, the UM offset shielded the UM
carrier from exposure because the liability
limits exceeded Ms. Thurman’s UM limits.
However, after the payment of the federal
claims, the funds left in the liability policy
were less than Ms. Thurman’s UM limits.
She sued the UM carrier for the difference
between her UM limit and the remaining
proceeds of the liability policy.
18
The UM
carrier contended that it had no exposure
because the federal claims were derived
from Ms. Thurman’s injuries; therefore,
it was entitled to offset the liability policy
without taking into account the liability
carrier’s payment of FECA and FEHBA
claims.
19
Ms. Thurman, on the other hand,
advanced a novel theory. She contended
that the UM statute provided an excep-
tion to the derivative claim rule because
the federal government’s Supremacy-
Clause-enabled subrogation claims contra-
vened Georgia public policy by depleting
a portion of the liability coverage before
Before one can appreciate the Thur-
man exception, one must have a working
knowledge of traditional UM coverage
limits.
8
UM coverage is insurance to cover
the risk of a tortfeasor not carrying liabil-
ity insurance.
9
As originally conceived,
UM coverage makes up the difference
between the tortfeasor’s liability limit and
the tort victim’s UM limit;
10
therefore, to
determine the UM carrier’s exposure, the
liability limits are subtracted from the UM
limits. In the parlance of the insurance
industry, the UM carrier receives an “off-
set” for the tortfeasor’s liability coverage.
For example, if the tortfeasor has $25,000
in liability coverage, the tort victim has
$55,000 in damages but only $50,000 in
UM coverage, the tort victim may only
collect $25,000 from the UM carrier
($50,000 minus $25,000 for the liability
limits offset) despite the fact that $5,000
in damages goes unfunded.
11
From time to time, third parties seek
to recover the same liability coverage as
the tort victim/UM insured. Based on the
“other claims” language of O.C.G.A. § 33-7-
11(b)(1)(D)(ii)(II),
12
the UM carrier’s offset
is reduced (UM carrier’s exposure increased)
by depletion of the liability coverage due to
payment of non-derivative claims such as
payments to other people who were also
injured in the same accident.
13
In the above
example, if the liability carrier pays $10,000
from its limits to someone injured in the ac-
Before one can appreciate the Thurman
exception, one must have a working
knowledge of traditional UM coverage
limits. UM coverage is insurance
to cover the risk of a tortfeasor not
carrying liability insurance.
2017 OCTOBER 21
she was completely compensated for her
damages.
20
In doing so, Ms. Thurman at-
tempted to pit Georgia public policy that
one injury is entitled to only one oppor-
tunity to collect applicable UM coverage
21
(derivative claim rule) against Georgia
public policy that a tort victim must be
completely compensated before his or
her health insurance carrier may bring a
subrogation claim against a responsible
third party’s liability coverage (complete
compensation rule).
The trial court and the Court of Ap-
peals rejected Ms. Thurman’s novel ap-
proach.
22
However, the Supreme Court
proved more receptive. Noting “Georgia’s
public policy strongly supportive of the
complete compensation rule,”
23
the Court
unanimously reversed the Court of Ap-
peals. However, the Court’s analysis was
complicated by the fact the Court had to
find room in O.C.G.A. § 33-7-11 to ac-
commodate its public policy conclusions.
O.C.G.A. section 33-7-11 is the statu-
tory framework around which Georgia
Uninsured Motorist law is built. It pro-
vides that traditional UM policies are
offset by “available” liability coverage.
“[A]vailable coverages” is defined as:
the limits of coverage [of the tort-
feasor’s liability insurance] less any
amounts by which the maximum
amounts payable under such limits of
coverage have, by reason of payment of
other claims or otherwise, been reduced
below the limits of coverage.
24
The Court of Appeals focused on the
phrase “other claims” and concluded that
claims by Ms. Thurman’s federal health
insurance were derivative of her injury
and therefore were not “other claims.”
25
Justice Benham writing for the Su-
preme Court did not quibble with the
Court of Appeals’ analysis of “other
claims.” Instead, the Supreme Court
found that the liability limits for the pur-
pose of calculating UM exposure could
be reduced not only by “other claims” but
also pursuant to the nebulous phrase “or
otherwise.”
26
The Court did not attempt
to define “otherwise” but noted that “the
legislature has provided a means [for the
Court to follow the complete compensa-
tion rule] by its use of the phrase ‘reduced
by . . . . otherwise.’”
27
The significance of
the “or otherwise” language is not in what
it says but in what it allowed the Court
to say. The Court focused on the public
policy considerations underlining the
complete compensation rule and relegated
the statutory analysis to a preliminary ex-
ercise. In other words, O.C.G.A. section
33-7-11 is the starting point as opposed
to the ending point of the analysis. Fail-
ure to appreciate this distinction is the
primary source of confusion surrounding
Thurman. Looking to the statute as the end
point of the analysis, subsequent courts
sifted through the statute and the Thurman
opinion in vain for a definition of “other-
wise” that they could apply to a given lien
to determine if the lien came within the
Thurman exception.
28
Alas, it could not be
found because it was not there.
Thurman harbors a second layer of con-
fusion because the Court followed its broad
policy analysis with an exceedingly narrow
holding which appeared to limit the case to
a small number of federal employees.
Accordingly, we conclude that when a
federal employee is required by FECA
or FEHBA to reimburse the provider
of benefits and the federal employee has
not been fully compensated for injuries
sustained, the amount reimbursed to the
benefits providers constitutes a reduc-
tion in the “limits of coverage [of the
tortfeasor’s liability insurance] . . . by
reason of . . . or otherwise.”
29
The holding, understandably, led many
students of the law to conclude that what-
ever the Court’s reasoning, the opinion
was in effect limited to its facts. Because
facts that fit the holding constitute a de
minimis number of claims, it was thought
the case would become an odd and ob-
scure curiosity of the law.
30
It was not to be. The federal govern-
ment has virtually identical rights of sub-
rogation for Medicare benefits as it does
for benefits extended to federal employ-
ees.
31
Unlike FECA and FEHBA benefi-
ciaries who are numerically insignificant
in Georgia, Medicare beneficiaries are
ubiquitous. In short order, the Medicare
issue came before the Court of Appeals.
Despite the UM carrier’s plea that Thur-
man should be limited to its holding, in
Toomer v. Allstate Insurance Company the
Court of Appeals rightly concluded:
We find no meaningful distinction
between Toomer’s situation and that
of Gail Thurman. Allstate argues that
Thurman is distinguishable because
in that case, the injured party was a
federal employee whose reimburse-
ment obligations arose under FECA
and FEHBA, whereas here, the injured
party is not a federal employee and her
reimbursement obligations arise under
Medicare law. Allstate offers no reason
why these factual variances matter, and
we discern none.
32
The Toomer Court’s disregard of Thur-
man’s holding in favor of its rationale
called into question the application of the
derivative claim rule when any lien at-
tached to the liability policy. Uncharted
waters lay ahead for calculation of tradi-
tional UM coverage in the face of hospital
liens, ERISA liens and Medicaid liens, to
name a few.
Less than a year after Toomer, in Adams
v. State Farm Mutual Ins. Co.,
33
in a four to
three decision, the Court of Appeals found
that hospital liens should be treated like
Medicare liens for the purpose of calculat-
ing UM coverage. It appeared the Thurman
exception had swallowed the derivative
claim rule. The Court of Appeals spent the
bulk of its Adams opinion analyzing the
text of the Uninsured Motorist statute,
34
but in the end did not base its decision on
the statute but on the similarity of federal
and state liens. The Court stated:
the only distinction between the liens
in Thurman and Toomer is that in those
cases the liens were imposed under
federal law, but in this case the hospi-
tal lien was imposed under O.C.G.A.
§ 44–14–470(b). As we find that this is
a distinction without a real difference.
35
The Supreme Court of Georgia resus-
citated the derivative claim rule by revers-
ing the Court of Appeals by a vote of five
to two.
36
The Supreme Court likewise
looked to the hospital lien, but saw it with
22 GEORGIA BAR JOURNAL
different policy eyes. The Supreme Court
opinion written by Justice Melton turned
on the benefit to Randolph Adams by the
payment of the medical bill which was the
basis of the hospital lien.
When a tortfeasor’s liability carrier
pays a hospital lien . . . it does so for

insured. The [UM] insured, then, re-
ceives all of the benefits from the pay-
ment, as his personal responsibilities
for the hospital bill are satisfied.
37
By stating “personal responsibility,” the
Court cannot simply mean personal liabil-
ity. Gail Thurman and Jamie Toomer were
personally liable to the federal government
for the satisfaction of the federal liens
38
as
Randolph Adams was personally liable to
the hospital for the hospital bill. The dis-
tinction that the Court made by “personal
responsibility” is that Randolph Adams’ li-
ability for the hospital bill was not contin-
gent on his recovery from the tortfeasor,
whereas Ms. Thurman’s and Ms. Toomer’s
liability to the federal government was so
conditioned.
39
What the Supreme Court’s
opinion does not tell us is why that distinc-
tion should make a difference.
The reason for the difference rests on
the policy foundations of the complete
compensation rule. The primary purpose
of the rule is not to compensate just any in-
jured person, but to give an injured person
who has purchased insurance the benefit of
his bargain (i.e., shift the risk of loss to an
insurer in exchange for a premium).
Where either the insurer or the in-
sured must to some extent go unpaid,
the loss should be borne by the insurer
for that is a risk the insured has paid it
to assume.
40
In the form of either labor or pay-
roll deduction, Gail Thurman and Jamie
Toomer paid their lien holder, the federal
government, to assume the risk of medi-
cal expenses.
41
Randolph Adams did not
pay his lien holder, the hospital, to assume
a risk for him. To the contrary, his agree-
ment was to assume the debt, not shift the
risk of incurring it. Absent the U.S. Con-
stitution’s Supremacy Clause
42
allowing
federal statutes to pre-empt Georgia law,
the complete compensation rule would
have held the federal claims at bay until
Ms. Thurman and Ms. Toomer had been
completely compensated for their dam-
ages.
43
Not so in Mr. Adams’ case.
Using the complete compensation rule
as a guide, evaluation of derivative claims
for the Thurman exception is not difficult.
As we learn from Toomer, hospital liens
paid out of the tortfeasor’s liability policy
clearly do not reduce the UM offset (in-
crease the UM exposure). The same is true
for Medicaid liens though the conclusion
is less obvious. Unlike Medicare beneficia-
ries, Medicaid recipients do not pay a pre-
mium for their benefits.
44
Medicaid is not
a form of insurance.
45
On the other hand,
benefits afforded under ERISA are in ex-
change for either labor or payroll deduc-
tion, therefore, do implicate the complete
compensation rule if the plan documents
contain a mandatory reimbursement pro-
vision.
46
ERISA liens paid from the liabil-
ity policy should fall within the Thurman
exception, i.e., reduce the UM offset (in-
crease the UM carrier’s exposure).
The views expressed here are at odds
with the view expressed by two of Geor-
gia’s foremost authorities in the field,
Frank E. Jenkins III and Wallace Miller
III in their excellent treatise, GeorGia au-
tomobile insurance law, includinG tort
law with Forms (West 2016). In section
32:3 of this standard work entitled “Un-
derinsured Motor Vehicles and Thurman
v. State Farm,” the authors argue that Thur-
man and its prodigy seem to establish “a
simple, two-pronged litmus test for a lien
to qualify under Thurman.” The authors
articulate the test as follows:
In the absence of (1) the payment of
medical benefits and (2) a resulting
subrogation lien enforceable by the
subrogee against the liable third party,
it would seem that any Thurman-
based claim for uninsured motorist
insurance benefits should tumble like
a house of cards.
47
On the basis of prong two of their test,
the authors maintain that ERISA liens do
not have Thurman implications because
an ERISA plan’s claims are not true sub-
rogation claims against the tortfeasor or
the tortfeasor’s carrier, but rather a right
of reimbursement which may only be
brought against the ERISA beneficiary
who is also the tort victim/UM insured.
48
However, the Georgia law of complete
compensation as set out in O.C.G.A. sec-
tion 33-24-56.1 specifically applies to
reimbursement claims. In subsection (b),
the statute states:
In the event of recovery for personal
injury from a third party by . . . a per-
son for whom any benefit provider
has paid medical expenses or disability
benefits, the benefit provider for the
person injured may require reimburse-
ment from the injured party of benefits
it has paid on account of the injury,
up to the amount allocated to those
categories of damages in the settle-
ment documents or judgment, if: (1)
[the injured person is first completely
compensated].
49
The statute defines “benefit provider”
to include:
any insurer, health maintenance orga-
nization, health benefit plan, preferred
provider organization, 
plan, or other entity which provides
for payment or reimbursement of
health care expenses, health care ser-
vices, disability payments, lost wage
payments, or any other benefits under
a policy of insurance or contract with
an individual or group.
50
Clearly, ERISA liens infringe on Geor-
gia’s public policy of complete compen-
sation every bit as much as federal liens
pursuant to FECA or FEHBA.
51
Like
FECA and FEHBA liens, ERISA liens
thwart Georgia public policy via the
supremacy clause.
52
Also based on their test, Jenkins and
Miller contend that a Medicaid lien
should constitute a Thurman excep-
tion despite Holland v. State Farm which
holds that the complete compensation
rule has “no application” to Medicaid
liens because it only applies to insurance
contracts.
53
The Jenkins and Miller test
attempts to address all the facts of Thur-
2017 OCTOBER 23
man and its progeny; however, in the fi-
nal analysis it fails because the test does
not adequately account for the complete
compensation rule. The complete com-
pensation rule is the legal principle on
which Thurman turns.
Despite all the confusion that has sur-
rounded the Thurman exception, Thur-
man, Toomer and Adams are consistent
with each other. Seen through the lens of
the complete compensation rule, the cases
are reliable guides for courts and litigants
navigating the tricky waters of UM cov-
erage in the face of derivative claims.
That does not mean that Thurman
was rightly decided. The text of O.C.G.A.
section 33-7-11(b)(1)(D)(ii)(II) gives the
Court scant foundation for the Thurman
exception. Beyond the statute, the Court
had a dubious policy basis for applying the
complete compensation rule in such a way
as to burden UM carriers with a risk nei-
ther insurer nor insured contemplated.
54
If the appellate courts of this state see fit
to revisit the viability of the Thurman ex-
ception, the question should not turn on
the supposed chaos Thurman has injected
into the law. It should turn on the mean-
ing of the statute and the wisdom of un-
dertaking the laudable goal of reforming
federal subrogation law with an obscure
and nebulous corner of the Georgia insur-
ance code. In the final analysis, if Thurman
is infirm, the fault lies in its root, not in
its branches. l
David J. Blevins is a 1985
graduate of the University of
Georgia School of Law.
Except for a stint of
approximately three years as
a superior court judge, David Blevins
has practiced law in Dalton, Ga., since
graduation. A significant part of his
practice includes plaintiff’s personal
injury and automobile insurance
matters. He has previously published a
related article, The Made Whole docTrine
FroM The GeorGia PersPecTive, Ga. Bar
Journal, 31 Ga. Bar J. 149 (1995). As a
superior court judge, he issued an
order which addressed the impact of
an ERISA lien on UM coverage. Reece v.
Daniel, 2014 WL 4159933 (Ga. Super.)
Aug. 22, 2014.
Endnotes
1. 29 U.S.C. §1001, et seq.
2.
Frank e. Jenkins, iii and wallace
m
iller, iii, Ga. automobile
i
nsurance law § 32:3 (2016-2017
ed.). “Underinsured Motor Vehicles
and Thurman v. State Farm” (The law
is “adumbrative”) (hereinafter
Jenkins
and miller); Bradley S. Wolff, et.
al., Insurance, 61 Mercer L. Rev. 179,
182–84 (2009); Stephen M. Schatz, et.
al., Insurance, 63 Mercer L. Rev. 165,
182–85 (2011).
3. 278 Ga. 162, 598 S.E.2d 448 (2004).
4. The phrase is the author’s.
5. See Erturk v. GEICO Gen. Ins. Co.,
315 Ga. App. 274, 277, 726 S.E.2d 757,
758-759 (2012) (when a tort victim is
killed, the personal representative may
bring a claim for funeral expenses and,
at the same time, the surviving spouse
may bring a separate claim for wrongful
death; however, “because the damage to
both the Estate and the Widow ‘arises
out of a personal injury to only one
person,’” the claims are taken in the
aggregate to determine the applicable
liability and UM limits). Mullinax v.
State Farm Mut. Auto. Ins. Co., 303 Ga.
App. 76, 78, 692 S.E.2d 734, 736 (2010)
(a separate consortium claim arises
in one spouse by virtue of a personal
injury to the other; however, because
both claims are derived from a single
personal injury, they are treated as one
claim for the purposes of calculating UM
coverage); Thurman v. State Farm, 260
Ga. App. 338, 339, 579 S.E.2d 746, 747
(2003), rev’d 278 Ga. 162, 598 S.E.2d
448 (2004); Young v. Maryland Cas. Co.,
228 Ga. App. 388, 389-90, 491 S.E.2d
839, 840-41 (1997) (claims against the
at-fault driver and father of driver via
Family Purpose Doctrine are treated
as one claim for UM purposes if they
arise from one injury); Knight v. Ga.
Farm Mut. Ins. Co., 184 Ga. App. 312,
313-314, 361 S.E.2d 190, 191-192 (1987)
(summary judgment for UM carrier
not appropriate until determination
of other claims, which seems to mean
other claimants; however, the opinion
is not clear. See treatment in Young,
228 Ga. App. at 390, 491 S.E.2d at 841
and Thurman, 260 Ga. App. at 339, 579
S.E.2d at 747).
6. O.C.G.A. § 33-7-11(b)(1)(D)(ii)(II),
also known as “reduced” or “limits to
limits” coverage. Since January 1, 2009,
in addition to traditional UM coverage,
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Georgia law has provided for “added on”
coverage (also known as “excess UM
coverage”) in which the UM carrier does
not get credit for the liability coverage.
Instead, the UM coverage is added on
or stacked on the liability coverage.
O.C.G.A. § 33-7-11(b)(1)(D)(ii)(I).
Thurman and its progeny have no impact
on added-on policies.
7. See articles collected at endnote 2, supra.
8. There is no distinction in the legal status of
a claim under a UM policy if the tortfeasor
has no liability coverage, sometimes
called a true uninsured motorist,
or if the tortfeasor has insufficient
liability coverage, sometimes called an
underinsured motorist. Both are defined as
an “uninsured motorist.” O.C.G.A. § 33-7-
11(b)(1)(D)(ii)(II). Of course, the amount
of liability coverage is a factual distinction
that may have legal consequences.
9. Donovan v. State Farm Ins. Co., 329 Ga.
App. 609, 765 S.E.2d 755 (2015),
Jenkins
and miller § 29:1.
10. Allstate Fire and Cas. Co. v. Rotham,
332. Ga. App. 670, 671, 774 S.E.2d 735,
736-37 (2015).
11. See generally
Jenkins and miller § 39.5(b).
12. The statute states in relevant part, “[The
tortfeasor’s] motor vehicle [is] uninsured
only for the amount of the difference
between the available coverages under
the bodily injury liability insurance and
property damage liability insurance
coverages on such motor vehicle and
the limits of the uninsured motorist
coverages provided under the insured’s
motor vehicle insurance policies;
and, for purposes of this subdivision,
available coverages under the bodily
injury liability insurance and property
damage liability insurance coverages on
such motor vehicle shall be the limits
of coverage less any amounts by which
the maximum amounts payable under
such limits of coverage have, by reason
of payment of other claims or otherwise,
been reduced below the limits of
coverage.” (emphasis added).
13. Erturk v. GEICO Gen. Ins. Co., 315 Ga.
App. 274, 276, 726 S.E.2d 757, 759-60
(2012).
14. Thurman, 278 Ga. at 162, 598 S.E.2d at
449.
15. 5 U.S.C. § 8101-8152
16. 5 U.S.C. § 8901-8914.
17. Thurman, 278 Ga. at 164, 598 S.E.2d at
450.
18. In Thurman, the liability policy was
a $100,000 single limit policy, which
means that all claims arising from a
collision, including property damage,
are taken from the $100,000 limit as
opposed to a “split limit” policy that
provides separate amounts for property
damage and bodily injury. Thirty-
four thousand, six hundred sixty-six
dollars and 32/100 ($34,666.32) of the
liability coverage was paid to the federal
government pursuant to either the
FECA or the FEHBA, and $4,445.81 of
the liability coverage was paid to the
United States Post Office for damage
to the mail truck, leaving a balance of
liability coverage of $60,887.87. Ms.
Thurman had an aggregate of $75,000
traditional uninsured motorist coverage
(three $25,000 policies). Ms. Thurman
brought suit for the difference of
$14,112.13. Id. 278 Ga. at 162-63, 598
S.E.2d at 449-450.
19. Id.
20. Thurman v. State Farm Mut. Auto. Ins.
Co., 2003 WL 23784045 (Plaintiff’s Brief
on Certiorari).
21. It is tempting to state the rule as one
injury for one policy; however, under
Georgia’s rather complicated “stacking”
rules, the applicable UM coverage may
be comprised of several policies. See
generally,
Jenkins and miller § 39:6.
22. Thurman v. State Farm Mut. Auto. Ins.
Co., 260 Ga. App. 338, 579 S.E.2d 746
(2003).
23. Thurman, 278 Ga. at 163-64, 598 S.E.2d
at 450.
24. O.C.G.A. § 33-7-11(b)(1)(D)(ii)(II) (as
quoted and emphasized by the Supreme
Court); Thurman, 278 Ga. at 163, 598
S.E.2d. at 450.
25. Thurman, 260 Ga. App. at 339, 579
S.E.2d at 747.
26. Thurman, 278 Ga. at 164, 598 S.E. 2d at
450.
27. Id. 278 Ga. at 164, 598 S.E. 2d at 451.
28. Adams v. State Farm Mut. Auto. Ins.
Co., 298 Ga. App. 249, 250-51, 679
S.E.2d 726, 727-28 (2003). The bulk of
the opinion is devoted to the definition
of “otherwise.” At the end of its analysis,
however, the Court did not say what
the term means in the context of the
statute except that it means something
more than “other claims,” which is true
but not very helpful if one is looking to
“otherwise” for guidance in determining
if a particular type of lien comes within
the Thurman exception.
29. Thurman, 278 Ga. at 164, 598 S.E.2d at
451.
30. Bradley S. Wolff, et. al., Insurance, 61
Mercer L. Rev. 179, 182–84 (2009)
(“[The Thurman] decision was unusual
but seemingly limited to a fairly rare set
of facts.”).
31. 42 U.S.C. § 1392.
32. 292 Ga. App. 60, 63, 663 S.E.2d 763,
765-66 (2008).
33. 298 Ga. App. 249, 679 S.E.2d 726 (2009).
34. Because UM coverage is a creature
of statute, the Court’s effort is an
understandable but, in light of Thurman,
futile exercise. See also discussion in
endnote 29, supra.
35. 298 Ga. App. at 253, 679 S.E.2d at 729.
36. State Farm Mut. Ins. Co. v. Adams, 288
Ga. 315, 702 S.E.2d 898 (2010).
37. 288 Ga. at 319, 702 S.E.2d at 902
(emphasis in the original).
38. Right of recovery from beneficiary for
Medicare benefits: 42 U.S.C. § 1395(b)
(2)(B)(ii); Taransky v. Secretary of U.S.
Dep’t of Health & Human Servs., 760
F.3d 307, 309 (3d Cir. 2014); right of
recovery from beneficiary for federal
workers’ compensation benefits: 5
U.S.C. § 8132; Ward by and Through
Ward v. U.S. Dep’t of Labor, 726 F.2d
516 (9th Cir. 1984); right of recovery
from beneficiary of federal health
insurance (FEHBA): 5 U.S.C. § 8902(m)
(1); Bell v. BC/BS of Oklahoma, 827
F.3d 1198 (8th Cir. 2016) (FEHBA right
of reimbursement is not mandated by
federal statute but if the plan document
provides for subrogation and/or
reimbursement the statute preempts
state law from enforcing the complete
compensation rule against the plan).
39. To illustrate, if instead of being tort
victims, Mr. Adams, Ms. Thurman
and Ms. Toomer had been the at-fault
drivers in their respective accidents, no
third party (i.e., tortfeasor) would have
been liable for their medical expenses.
Nonetheless, Mr. Adams would have still
owed the hospital, whereas Ms. Thurman
and Ms. Toomer would not have owed
anything to their health insurance carrier
(i.e., the federal government).
40. Davis v. Kaiser Found. Health Plan
of Georgia, Inc., 271 Ga. 508, 511,
521 S.E.2d 815, 818 (1999) (citations
omitted). Compare Woodcraft by
MacDonald v. Ga. Surety and Cas. Co.,
293 Ga. 9, 743 S.E.2d 373 (2013) (the
Court declined to follow the Complete
Compensation Rule in a property
damage case despite the fact that the
insurance contract did not expressly
2017 OCTOBER 25
abrogate the rule), with Duncan v.
Integon, 267 Ga. 646, 482 S.E.2d 325
(1997) (at odds with Woodcraft, the
Court’s property damage / personal
injury distinction notwithstanding).
41. Federal workers’ compensation is
obviously in exchange for labor. Medicare
benefits are in exchange for a premium.
“Essentially, Medicare is a government-
owned and operated insurance program.”
Christopher C. Yearout, Big Brother Is
Not Just Watching, He’s Suing: Medicare’s
Secondary Payer Statute Evolves in Aggressive
Pursuit of Fiscal Integrity, 41
cumb. l. rev.
117, 119 (2011).
42. U.S. Const. art. VI, cl. 2.
43. Thurman, 278 Ga. at 164, 598 S.E. 2d at
451; Toomer v. Allstate Ins. Co., 292 Ga.
App. 60, 62, 663 S.E.2d 763, 765-66 (2008).
44. “Medicare is an insurance program.
Medical bills are paid from trust funds
which those covered have paid into.”
“Medicaid is an assistance program. It
serves low-income people of every age.
Patients usually pay no part of costs
for covered medical expenses. A small
co-payment is sometimes required.” U.S
Dep’t of Health & Human Servs., https://
www.hhs.gov/answers/medicare-
and-medicaid/what-is-the-difference-
between-medicare-medicaid/index.html
(last visited September 1, 2017).
45. Holland v. State Farm, 236 Ga. App. 832,
835, 513 S.E.2d 48, 50 (1999).
46. ERISA does not mandate an “ERISA
lien.” ERISA preempts state law insofar
as state law curtails the plan’s rights to
recover as set out in the plan documents.
Cagle v. Bruner, 112 F.3d 1510, 1521-
1522 (11th Cir. 1997). If the plan
documents so provide, the plan’s right
to recover is not diminished by the
complete compensation rule (also called
the made whole doctrine). Sereboff v.
Mid Atlantic Med. Servs., Inc., 547 U.S.
356 (2006). It is an exceedingly rare plan
that has not afforded itself the widest
latitude to recover.
47.
Jenkins and miller, § 32:3(h).
48. Id. The distinction between an ERISA
plan’s right of reimbursement and
right of subrogation is unfortunately
lost on many courts. A classic right
of subrogation would permit an
ERISA plan to stand in the shoes of
its beneficiary to bring a suit against a
tortfeasor or a tortfeasor’s insurance
carrier to recover healthcare expenses
or other benefits paid by the plan on
account of the tortfeasor’s conduct. On
the other hand, a right of reimbursement
is the ERISA plan’s right to pursue
its beneficiary to recover funds the
beneficiary has received from a
tortfeasor or a tortfeasor’s insurance
carrier. Although the two legal
vehicles have the same object, they are
prosecuted in very different ways. For
discussion of an ERISA plan’s right (or
lack thereof) to bring an action against
a liability carrier, see generally cases
collected at
when is insurer Fiduciary
u
nder § 3(21)(A)(i) or (iii) of ERISA
(29 U.S.C.A. § 1002(21)(A)(i) or (iii))?
181 A.L.R. Fed. 269 § 38. “Monies
held by tortfeasor’s insurer subject to
subrogation agreement” (originally
published in 2002). See also HCA v.
Clemmons, 162 F. Supp. 2d 1374, 1380-
81 (M.D. Ga. 2001).
49. O.C.G.A. § 33-24-56.1(b)(1) (emphasis
added).
50. O.C.G.A. § 33-24-56.1(a)(1) (emphasis
added).
51. The Thurman court cited O.C.G.A.
§ 33-24-56.1(b) for the proposition that
“Georgia is strongly supportive of the
complete compensation rule.” Thurman,
278 Ga. at 163-164, 598 S.E. 2d at 450.
52. FMC Corp. v. Holliday, 498 U.S. 52
(1990), and its progeny.
53. 236 Ga. App. 832, 835, 513 S.E.2d 48, 50
(1999). See also Padgett v. Toal, 261 Ga.
App. 154, 155, 581 S.E.2d 744, 746-47
(2003).
54. The UM carrier is not immune from the
complete compensation rule for risks
contemplated by the policy (i.e., that
the tortfeasor does not have coverage
adequate to satisfy the tort victim’s
damages up to the UM limit). To the
contrary, its right of subrogation against
the tortfeasor is not ripe until its insured
has been fully compensated. Mullenberg
v. K.J. Saxon Constr. Co., 192 Ga. App.
281, 282, 384 S.E.2d 418, 419 (1989);
Cherokee Ins. Co. v. Lewis, 187 Ga.
App. 628, 630, 371 S.E.2d 103, 105
(1988), rev’d on other grounds, 258 Ga.
839, 375 S.E.2d 850 (1989).
The State Bar of Georgia and the Chief Justices Commission on
Professionalism invite nominations for the 19th annual Justice Robert
Benham Awards for Community Service. Judges and lawyers meet the
criteria for these awards if they have combined a professional career
with outstanding service and dedication to their communities through
voluntary participation in community organizations, government-
sponsored activities or humanitarian work outside of their professional
practice and should not be in a judicial or political race for 2017 and 2018.
The deadline for nominations is Friday, Nov. 17.
For more information and the nomination criteria,
visit www.gabar.org.
Justice Robert Benham Awards
for Community Service
call for
nominations
BenhamAwardsAd_18.indd 1 9/22/2017 9:34:19 AM
GBJ | Feature
26 GEORGIA BAR JOURNAL
Earlier this summer, I had the oppor-
tunity to visit my undergraduate alma
mater. As I stepped out of the cab at the
front gates of 37 and O Streets in Wash-
ington, D.C., it all came rushing back.
Walking through campus, I watched the
intensely colored floral bloom variations
zigzag across the campus lawn adding
multiple patches of color to the setting.
It made me remember when I was a bud-
ding young adult headed to this place that
A Tapestry of Mentoring
“We don’t accomplish anything in this world alone . . . and whatever
happens is the result of the whole tapestry of one’s life and all the
weavings of individual threads form one to another that creates
something.”—Sandra Day O’Connor
BY MICHELLE E. WEST
GETTYIMAGES.COM/ILBUSCA
2017 OCTOBER 27
I called home for four years. I recall con-
cluding my final year in high school with
a pre-college counselor encouraging me
to sign a contract confirming my college
application preparation and submission
schedule. It was my dear calculus teacher
who helped me uphold this agreement’s
impending deadlines. Daily, she sat with
me after school in front of the computer
and guided my direction in completing
what seemed to be a daunting task. These
wonderful individuals are just two of the
many supporters who lent a steady hand,
provided words of encouragement and
helped me chart a path toward the col-
lege I found myself returning to almost 20
years to the day after I walked across the
stage situated on the front lawn.
As I walked through campus, I en-
countered graduation day for various
degree programs. I became nostalgic as I
made my way down the floral clustered
pathway. I was welcomed by the build-
ings of yesteryear as I admired the recent,
more modern structures of today. The
older buildings juxtaposed against the
new exemplified how things had changed
yet also remained the same. Complement-
ing one another; the wisdom of the old
celebrated the new as the new uplifted
the old. Upon entering the Intercultural
Center where I spent most of my under-
graduate years, I searched for the name of
the international politics professor who
shaped my formative college years. I was
sad to find that it was not there. I subse-
quently learned that he passed some years
earlier, but fortunately for me, not before
impacting my life. I also looked for the
name of the dean with whom I pleaded to
allow me to veer off course for a semester
There is tremendous value in both formal and informal
mentoring. It is the sum of both, intricately woven throughout
our lives, that leads to enduring growth and development.
of study abroad in Italy. She encouraged
my skills of persuasion and supported my
need to follow my heart.
As I made my way through campus
in search of my old dorm, I passed the
Healy and New North buildings, where
years ago, I met the English professor
who influenced my writing style and en-
couraged my love for the written word. I
also recalled the theology professor who
broadened my thoughts on religion and
life. Heading into the tunnel, I was shaded
from the sun but not before being greeted
by another patch of glorious blooms. The
contrasting color brought forth vivid
memories of how my life had been illu-
minated by my various experiences here.
As I was preparing to journey out of
the gates, I passed one last commence-
ment exercise. It was that of the school
from which I had graduated, the School
of Foreign Service. I paused and reflected
on how not only the professors, but also
my peers and family had shaped my life
and assisted me through those four fabu-
lous foundational years. Each encounter
stitched lasting threads weaving through
and supporting the fabric of my life.
As the beautiful floras of summer pass
the torch to the aching red and orange
leaves of fall, I recall not just these experi-
ences, but the many that came after, in law
school and currently in my professional
career, which have served to impact the
life I have today. It has not been just one
mentoring relationship, but the sum of
many, in all shapes and sizes, that has cre-
ated this beautiful patchwork. Whether
it was a connection at the office, strategy
surrounding a case, a shared interest, ca-
maraderie at a salon, a conversation on
a flight, a short call, a planned lunch or
dinner meeting, a walk in the park or a
chance encounter at an event or seminar,
I have learned from these experiences. Al-
though this wisdom was not transferred
in a formalized fashion, a connection was
established and an imprint was made on
my life.
There are so many valuable connec-
tions to be made, if encounters are ap-
proached as more than mere transactions.
Mentoring can be found at all stages of
life and in numerous forms. The Tran-
sition Into Law Practice Program was in
the early stages of development when I
graduated from law school. Therefore, I
was not afforded the wonderful opportu-
nity to participate in Georgia’s formalized
mentoring and continuing legal educa-
tion program. The advice, guidance and
support I received resulted from seren-
dipitous encounters and intentional en-
gagements interspersed throughout my
life. Nevertheless, my existence has been
thoroughly enriched. These experiences
have served to aid my professional and
personal journey in much the same man-
ner as a formalized mentoring program.
There is tremendous value in both for-
mal and informal mentoring. It is the sum
of both, intricately woven throughout
our lives, that leads to enduring growth
and development. l
Michelle E. West
Director, Transition Into Law
Practice Program
State Bar of Georgia
GBJ | Feature
28 GEORGIA BAR JOURNAL
At its annual grants meeting in July,
the Georgia Bar Foundation completed
its evaluations of 11 proposals received
for how best to use Bank of America
settlement funds. The foundation had
received about $13 million from round
two of the settlement.
After discussions that overlapped two
meetings, the Board of Trustees decided to
award $8,025,967 to five proposals whose
primary purpose was foreclosure legal as-
sistance or community redevelopment legal
assistance in accordance with the purpose
of the funds. This leaves approximately $5
million to be disbursed, pending evaluation
of the effectiveness of these accepted pro-
posals, most of which last two years.
Ash Tree Organization in Savannah
received $250,000 to fund a Financial
Literacy Academy to teach students and
their families about banking and finance
to help them better cope with possible
future economic problems such as fore-
closure. Ash Tree is well known in Savan-
nah for finding creative ways to educate
children and keep them in school. The
proposal of the organization, which is led
by Morris Brown, combines its reach into
communities with the use of volunteer
executives from Wells Fargo, Queensbor-
ough National Bank, Primerica and South
State Bank. Combining Brown’s proven
ability to get the attention of Savannah’s
children with the in-depth knowledge of
these top financial executives is a power-
ful approach to reduce foreclosures, ex-
pand home ownership in Savannah and
educate children and their families.
Atlanta Legal Aid has become almost
famous for partnering with many other
Georgia organizations in tackling social
problems that can go beyond providing
legal aid. This has been true even when
Executive Director Steve Gottlieb knew
that the partnership might on occasion
mean less money for Atlanta Legal Aid. In
making this proposal, Gottlieb set up part-
nerships with four organizations where his
legal aid organization could use some help.
The Georgia Heirs Property Law Center,
Georgia Appleseed Center for Law and
Justice, the Truancy Intervention Project
and the Pro Bono Partnership of Atlanta
joined with Atlanta Legal Aid to help pre-
vent the loss of family homes and to revi-
talize low-income communities.
The Georgia Heirs Property Law Cen-
ter will work with families, nonprofits
and municipalities to resolve and prevent
heirs property issues and other barriers
Georgia Bar Foundation
Funds Five Proposals
from Bank of America
Settlement Funds
Bank of America settlement funds are to assist civil indigent legal aid
organizations in providing foreclosure legal assistance or community
redevelopment legal assistance in Georgia.
BY LEN HORTON
ISTOCK.COM/SERGEI_ALESHIN
2017 OCTOBER 29
to preserving and growing family wealth
throughout Georgia. Led by Skipper Stipe
Maas who is probably the most experi-
enced lawyer in Georgia regarding heirs
property law, this relatively new orga-
nization deals with property title issues
where homeownership may cover mul-
tiple generations and where ownership
rights may be difficult to prove.
Georgia Appleseed will partner with
Atlanta Legal Aid to revitalize Cuyler
Brownsville, a hard-hit community in Sa-
vannah. The Truancy Intervention Proj-
ect (TIP) will support the children whose
families have been destabilized by the
foreclosure crisis. TIP will do what it does
best, namely, find ways to keep children
in school no matter their housing situa-
tion. The Pro Bono Partnership of Atlanta
will partner with Atlanta Legal Aid to sup-
port nonprofit organizations throughout
the state that serve disadvantaged Geor-
gians. Its support will include workshops,
webinars and pro bono, and direct legal
assistance for targeted nonprofits already
working in impacted communities.
In total, Atlanta Legal Aid received
$2,636,000 of which $351,800 will go to
the Georgia Heirs Property Law Center,
$134,200 to Georgia Appleseed, $90,000
to the Pro Bono Partnership of Atlanta
and $130,000 to TIP.
Atlanta Volunteer Lawyers Founda-
tion received $325,000 to hire an attorney
to work with AVLF community advo-
cates inside schools located in destabilized
communities. AVLF will also use its ex-
pertise in recruiting lawyer volunteers to
improve housing conditions at the same
time it is enforcing rights to habitable
housing and assisting tenants in avoiding
displacement through eviction.
Equal Justice Works (EJW) received
$2.6 million to create the Georgia Housing
Corps (GHC). GHC will promote commu-
nity redevelopment throughout Georgia
over a two-year period. The actual num-
ber of fellows and community organizers
will depend on the memoranda of under-
standing (MOU) with each host organi-
zation, detailing the number of fellows
and community organizers agreed upon.
The MOUs had to be completed by Oct. 1.
EJW is famous for supplying highly edu-
cated, well-trained fellows to work in host
During a visit to SafePath Child
Advocacy Center in Marietta on
Aug. 16, the Georgia Bar Founda-
tion presented the center with
a fellows grant check in the
amount of $10,000.
We are thrilled to be able to
announce this award to SafePath,
said Superior Court Judge G. Conley
Ingram. The money will be used to
provide additional training to the
staff to ensure thorough prepara-
tion when it is required to provide
testimony in the courtroom.
SafePath’s President Kevin
Rogers, who was presented the
check, said, SafePath is honored
to receive this award from the
foundation and will put it to good
Georgia Bar Foundation Awards SafePath
a $10,000 Fellows Grant
use in ensuring that our staff is
well trained and fully prepared
when it needs to appear in court.
The funds were provided by the
Fellows Program of the Georgia
Bar Foundation, which is com-
posed of more than 1,200 Geor-
gia lawyers who are invited to
become fellows in recognition of
their service to their communi-
ties and to the legal profession.
The Georgia Bar Founda-
tion, the charitable arm of the
Supreme Court of Georgia, is
the largest legal charity in the
state. It recently surpassed $100
million in total revenues raised
to fund law-related programs
throughout Georgia
. l
legal aid organizations providing supervi-
sion of the fellows. It is a win-win situa-
tion for host organizations and for EJW.
Georgia Legal Services received
$2,214,967 to hire 10 attorneys to provide
legal assistance over a two-year period to
low-income tenants of private landlords
through its advice line, through direct legal
representation and through court advoca-
cy. The focus is on reducing evictions and
stabilizing communities in Bibb, Chatham,
Dougherty, Floyd, Glynn, Hall, Muscogee,
Richmond and Whitfield counties.
“We are trying to be careful in our stew-
ardship of these valuable funds,” said Kitty
Cohen, president of the Georgia Bar Foun-
dation. “We have recently learned that
Attorney General Sessions in the Justice
Department has ordered that future settle-
ment funds can go only to governmental
organizations and not 501(c)(3) corpora-
tions like the Georgia Bar Foundation. So
the largest single inflow of money into the
foundation may well also be our last when
it comes to federal cy pres funds from the
U.S. Department of Justice.” l
Len Horton
Executive Director
Georgia Bar Foundation
(Left to right) SafePath Community Resource Coordinator Denise Hession; Director of
Clinical Services Derita Swann; Director of Intervention Services Gail Garland; Board
Secretary Lori Patten; CFO Pam Martin; Len Horton; SafePath President Kevin Rogers;
and Foundation Trustee and Cobb County Superior Court Judge G. Conley Ingram.
PHOTO PROVIDED BY SAFEPATH STAFF
GBJ | Feature
30 GEORGIA BAR JOURNAL
The Baker County Courthouse at Newton.
Built in 1906-07, James Wingfield Golucke,
architect.
Ever since Nelson Tift established his
trading post on the Flint River at Albany
in 1836, Newton, the county town of
Baker County, has languished in Albany’s
shadow. Baker County was cut from Early
County in 1825, and shortly thereafter the
first crude wooden courthouse was erect-
ed at Byron, not far from present day Al-
bany. The county seat was soon moved to
Newton which was laid out on Flint River
well to the south of Tift’s future enter-
prise, and the county’s second courthouse
rose at Newton around 1832. Five years
later, the building witnessed the passage
of Tift’s first steamboat, the Mary Emeline,
on its way from Apalachicola to Albany.
All Newton could do was watch as Al-
bany passed her by, and by 1849, in his
“Statistics of the State of Georgia,” the
reliable George White informs us that
Albany had a population of about 800,
while the county seat at Newton counted
only 30 residents. In 1853, the creation
of Dougherty County with Albany as
the county town doomed Newton to an
obscure fate. Her 1832 frame courthouse
burned in 1873, only to be replaced by a
similar two-story wooden building.
The Baker County
Courthouse at Newton:
The Grand Old
Courthouses of Georgia
BY WILBER W. CALDWELL
PHOTO BY WILBER W. CALDWELL
2017 OCTOBER 31
But it was not the river that ulti-
mately drove Albany’s success, it was
the railroad. As the early voyages of the
Mary Emeline proved, steamboating on
the Flint was a perilous and uncertain
enterprise. Despite considerable effort
to dredge, blast and clear a channel,
the Flint remained a capricious high-
way. In 1873, just as Newton’s second
new courthouse rose, the U.S. Corps of
Engineers made of survey of the Flint.
Their report describes Newton as a
“small village” with “a courthouse, a jail,
a few stores and a population of about
150.” The report goes on to describe the
Flint below Newton as far south as Bain-
bridge as containing, “many serious and
almost impossible obstructions.” A plan
for clearing the Flint was adopted by
The Corps in 1874, but the undertaking
was still not complete in 1910. Defying
all efforts to dredge a navigable channel,
the river remained “narrow” with “many
shoals.” In the meantime, seven railroads
had met at Albany, and her population
exceeded 8,000.
In 1900, tiny Newton remained com-
pletely bypassed, counted just over 300
residents and harbored little hope for
a railroad of her own. The great east-
west lines ran through Albany to the
north and Bainbridge to the south, while
north-south railroads skirted Baker
County passing through Camilla to the
east and Colquitt to the west. Neverthe-
less, at one point, a connecting scheme
did emerge. In 1906, amid the various
plans for a railroad from Albany via Cai-
ro to Quincy, Fla., speculation for the
construction of The Albany, Camilla and
Newton railroad swept through Baker
County. In the end, this grand railroad-
ing scheme came to nothing, and sadly
we have little to document the effects
of such speculation in Newton. Baker
County did not have its own newspaper
until 1912, and no Albany papers from
1906 survive today. Nonetheless, we
know that the county’s first bank, The
Bank of Baker County, was established
in that same year, and it cannot be co-
incidence that the last of Georgia’s Ro-
manesque Revival courthouses rose on
the square in Newton in 1906 amid talk
of a railroad in Baker County.
By 1906, the Romanesque Revival was
long dead in most of America, but the
rural American South clung to symbols
of the past with tenacity unmatched else-
where in the country. James W. Golucke’s
1906 Newton County courthouse was a
near copy of his 1905 Jones County court-
house at Gray. Except for the design of
the original tower and a few details in the
banding and fenestration, this building
also matches Golucke’s court buildings
at McDonough (1897), Blairsville (1899)
and Ellaville (1900).
Sadly, like many of Golucke’s court
buildings, the original tower did not stand
the test of time. In 1925, the Flint River
flooded Newton. When the river returned
to its banks, the high water mark was six
feet up the side of this courthouse. The
footings beneath the tower were seriously
weakened. Shortly thereafter, the origi-
nal tower was razed, and the grotesque
replacement we see today was erected in
its place. In the Flint River flood of 1994,
the high-water mark was nearly 17 feet
up the walls of the old courthouse, and
the old building was abandoned leaving
Newton a near ghost town. Today the
building has been restored and designated
a historical landmark.
In a quirk of history, just as the Ro-
manesque Revival breathed a dying
breath in Georgia, James Wingfield Go-
lucke, the architect of so many of its most
enduring monuments, died in the ob-
scure village of Newton. In 1907, as Go-
lucke’s courthouse neared completion,
the architect was arrested and placed in
the Baker County jail for alleged misap-
propriation of county funds in connec-
tion with the construction of the Baker
County courthouse. The frail Golucke
was crushed by these accusations and
deeply shamed by his incarceration. On
Oct. 7, 1907, he unsuccessfully attempted
suicide, and on Oct. 26 he died at the age
of 50 while still in prison. A contem-
porary Baker County history suggests
that Golucke may have been wrongfully
accused by local culprits, who were at-
tempting to cover their own crimes.
In 1907, the untimely death of James
Golucke marked the end of an era for Pic-
turesque public architecture in Georgia.
Alexander Bruce, arguably the master of
the Picturesque in Georgia, had retired
in 1904. Although the popularity of the
Picturesque had lingered in the Ameri-
can South, the Romantic architectural
epic came to an abrupt end in Georgia
with the erection of the Baker County
courthouse and the sudden death of its
creator. Perhaps it was a fitting end. The
Picturesque had come to a sudden end in
the North 15 years earlier, and its great
guiding genius, Henry Hobson Richard-
son, had met an equally untimely death
in 1886.
Surely, James Golucke was no Rich-
ardson. Nonetheless, the comparison is
interesting. In the growing urban cen-
ters of the North and Midwest, Richard-
son and his followers sought to create a
distinctly American architectural style
to boldly flaunt the emerging nation’s
industrial and financial success. Mean-
while, way out in the dusty fields of rural
Georgia, James Golucke sought to tame
the massive Richardsonian beast. He de-
signed soft, simple, pastoral Romantic
forms, which stood for a less ambitious
form of progress, and simultaneously re-
called an ancient age. Toward the end of
his career H. H. Richardson had begun
to create a uniquely modern idiom that
few would immediately comprehend.
Golucke on the other hand, showed no
such originality. He was one of the first
architects in the Deep South to embrace
the new Classicism, and with the same
zeal he had lavished on the Picturesque,
he fashioned Classical duel symbols to
soothe the troubled and divided mind of
the South. l
Excerpted by Wilber W. Caldwell,
The Courthouse and the Depot, The
Architecture of Hope in an Age of
Despair, A Narrative Guide to Railroad
Expansion and its Impact on Public
Architecture in Georgia, 1833-1910,
(Macon: Mercer University Press, 2001).
Hardback, 624 pages, 300 photos, 33
maps, 3 Appendices, complete Index.
This book is available for $50 from
book sellers or for $40 from the Mercer
University Press at www.mupress.org
or call the Mercer Press at 800-342-
0841 inside Georgia or 800-637-2378
outside Georgia.
GBJ | Feature
32 GEORGIA BAR JOURNAL
Notice of Expiring Board Terms
Listed below are the members of the State Bar of Georgia Board of Governors whose terms will expire in June
2018. These incumbents and those interested in running for a specic post should refer to the election schedule
(posted below) for important dates.
State Bar of Georgia 2018 Election Schedule
2017
AUG 11 Deadline for submission of election
schedule for publication in October issue
Georgia Bar Journal
OCT Official Election Notice, October issue
Georgia Bar Journal
DEC 1 Nominating petition package mailed to
incumbent Board of Governors members
and other members who request a package
2018
JAN 4–6 Nomination of Officers at Midyear Board
Meeting, Westin Atlanta Perimeter North,
Atlanta
JAN 26 Deadline for receipt of nominating petitions
for incumbent Board members including
incumbent nonresident (out of state)
members
FEB 23 Deadline for receipt of nominating petitions
for new Board members including new
nonresident (out of state) members
MAR 9 Deadline for write-in candidates for officer
to file a written statement (not less than 10
days prior to mailing of ballots (Article VII,
Section 1 (c))
MAR 9 Deadline for write-in candidates for Board
of Governors to file a written statement (not
less than 10 days prior to mailing of ballots
(Article VII, Section 2 (c))
MAR 26 Ballots mailed
APR 27 11:59 p.m. deadline for ballots to be cast in
order to be valid
MAY 4 Election service submits results to the
Elections Committee
MAY 11 Election results reported and made available
Alapaha Circuit, Post 2
Hon. Clayton Alan Tomlinson, Nashville
Alcovy Circuit, Post 2
Michael R. Jones Sr., Loganville
Atlanta Circuit, Post 2
Kent Edward Altom, Alpharetta
Atlanta Circuit, Post 4

Atlanta Circuit, Post 6
Dwight L. Thomas, Atlanta
Atlanta Circuit, Post 8
Hon. Paige Reese Whitaker, Atlanta
Atlanta Circuit, Post 10
Scott Dewitt Delius, Atlanta
Atlanta Circuit, Post 12
Elena Kaplan, Atlanta
Atlanta Circuit, Post 14
Edward B. Krugman, Atlanta
Atlanta Circuit, Post 16
James Daniel Blitch IV, Atlanta
Atlanta Circuit, Post 18
Foy R. Devine, Atlanta
Atlanta Circuit, Post 20
Jennifer Auer Jordan, Atlanta
Atlanta Circuit, Post 22
Frank B. Strickland, Atlanta
Atlanta Circuit, Post 24
Joseph Anthony Roseborough, Atlanta
Atlanta Circuit, Post 26
Anthony B. Askew, Atlanta
Atlanta Circuit, Post 28
J. Henry Walker IV, Atlanta
Atlanta Circuit, Post 31
Michael Brian Terry, Atlanta
Atlanta Circuit, Post 33
Hon. Susan Eichler Edlein, Atlanta
Atlanta Circuit, Post 35
Terrence Lee Croft, Atlanta
Atlanta Circuit, Post 37
Samuel M. Matchett, Atlanta
Atlanta Circuit, Post 38
Michael Dickinson Hobbs Jr., Atlanta
Atlanta Circuit, Post 40
Carol V. Clark, Atlanta
Atlantic Circuit, Post 1

Augusta Circuit, Post 2
William James Keogh III, Augusta
Augusta Circuit, Post 4
William R. McCracken, Augusta
Bell Forsyth Circuit
Hon. Philip C. Smith, Cumming
Blue Ridge Circuit, Post 1
Hon. David Lee Cannon Jr., Canton
Brunswick Circuit, Post 2

Chattahoochee Circuit, Post 1
Amy Carol Walters, Columbus
Chattahoochee Circuit, Post 3
Thomas F. Gristina, Columbus
Cherokee Circuit, Post 1
Randall H. Davis, Cartersville
Clayton Circuit, Post 2
Harold B. Watts, Jonesboro
Cobb Circuit, Post 1
Dennis C. O’Brien, Marietta
Cobb Circuit, Post 3
Hon. David P. Darden, Marietta
Cobb Circuit, Post 5
Dawn Renee Levine, Marietta
Cobb Circuit, Post 7
William C. Gentry, Marietta
Conasauga Circuit, Post 1
Terry Leighton Miller, Dalton
Coweta Circuit, Post 1
Gerald P. Word, Atlanta
Dougherty Circuit, Post 1
Joseph West Dent, Albany
Douglas Circuit
Ryan Reese Leonard, Douglasville
2017 OCTOBER 33
Eastern Circuit, Post 1
Sarah Brown Akins, Savannah
Eastern Circuit, Post 3
Jonathan B. Pannell, Savannah
Enotah Circuit
Hon. Joy Renea Parks, Cleveland
Flint Circuit, Post 2
John Philip Webb, Stockbridge
Griffin Circuit, Post 1

Gwinnett Circuit, Post 2
Judy C. King, Lawrenceville
Gwinnett Circuit, Post 4
Gerald Davidson Jr., Lawrenceville
Houston Circuit
Carl A. Veline Jr., Warner Robins
Lookout Mountain Circuit, Post 1
Archibald A. Farrar Jr., Summerville
Lookout Mountain Circuit, Post 3
Lawrence Alan Stagg, Ringgold
Macon Circuit, Post 2
Thomas W. Herman, Macon
Member-at-Large, Post 3*
Tracee Ready Benzo, Atlanta
Middle Circuit, Post 1
John Kendall Gross, Metter
Northeastern Circuit, Post 1
Mark William Alexander, Gainesville
Northern Circuit, Post 2
Hon. Richard Dale Campbell, Elberton
Ocmulgee Circuit, Post 1
Carl Santos Cansino, Milledgeville
Ocmulgee Circuit, Post 3
Christopher Donald Huskins, Eatonton
Oconee Circuit, Post 1
Ashley W. McLaughlin, Eastman
Ogeechee Circuit, Post 1
Daniel Brent Snipes, Statesboro
Out-of-State, Post 2
William J. Monahan, Washington, D.C.
Paulding Circuit
Martin Enrique Valbuena, Dallas
Rockdale Circuit
William Gilmore Gainer, Conyers
Rome Circuit, Post 2
J. Anderson Davis, Rome
South Georgia Circuit, Post 1
Lawton Chad Heard Jr., Camilla
Southern Circuit, Post 1
Christopher Frank West, Thomasville
Southern Circuit, Post 3
H. Burke Sherwood, Valdosta
Stone Mountain Circuit, Post 1
Hon. Stacey K. Hydrick, Decatur
Stone Mountain Circuit, Post 3
Hon. J. Antonio, DelCampo, Atlanta
Stone Mountain Circuit, Post 5
Amy Viera Howell, Atlanta
Stone Mountain Circuit, Post 7
John G. Haubenreich, Atlanta
Stone Mountain Circuit, Post 9
Sherry Boston, Decatur
Tallapoosa Circuit, Post 2
Brad Joseph McFall, Cedartown
Tifton Circuit
Hon. Render Max Heard Jr., Tifton
Waycross Circuit, Post 1
Douglass Kirk Farrar, Douglas
Western Circuit, Post 2
Edward Donald Tolley, Athens
*Post to be appointed by president-
elect.
Does your firm produce a newsletter? Have you
written a law review, magazine or newspaper
article on a legal topic? Would you like to expand
your audience, receive free publicity and be
recognized in the Georgia Bar Journal? If so, the Law-
Related Education (LRE) Program needs you!
One of the resources we offer to teachers and
other members of the public is a series of online
LiveBinders on a variety of legal topics and famous
cases, from employment, intellectual property
and tort law, to important civil rights cases, to
historic trials such as the Leo Frank case, Marbury
v. Madison, and Gregg v. Georgia. Each LiveBinder
contains not only lesson plans, but also resources
such as scholarly articles and links to relevant
current events. Our LiveBinders have been used
by hundreds of teachers, both within and outside
the state of Georgia, and one of them, dealing
with the tension between the rights of free press
and fair trial, has been viewed more than 6,500
times nationwide. A list of all of our LiveBinders is
available at http://bit.ly/2ubBwvB.
We are looking for new resources to add to our
LiveBinders. We can upload entire documents, link
to a specific article, or link to an entire newsletter,
other database or subject-specific website (no
firm home pages, please). If you would like to
share your knowledge with a wider audience and
be recognized by your peers, simply complete a
LiveBinder Submission Form at
http://bit.ly/2hvGj5u.
Any questions regarding the suitability of a
particular resource for inclusion in the LRE
Program’s LiveBinders should be directed to
Deborah Craytor, director of Law-Related Education,
[email protected] or 404-527-8785. l
Law-Related Education Program
Seeking Attorney Articles
Law-related
Educa ion
Program
34 GEORGIA BAR JOURNAL
GBJ | Georgia Lawyer Spotlight
Were you looking to leave Young Harris
College, or did the opportunity at Mercer
just come up and you decided it was too good
to pass up?
It was a real surprise. I was not looking
to leave Young Harris when some of our
alumni and judges who were serving on
the search committee for the dean ap-
proached me last fall. I said, “Thank you,
but no thanks,” and didn’t give it much
more thought. I presumed they went
ahead with the search and didn’t find
what they were looking for because they
came back to me this spring with a full-
court press, so I started having some se-
rious conversations then. It really made
me think about why I love this institution
and whether I wanted to stay at Young
Harris until I retired, or whether this was
something that I really wanted to do be-
cause it was too good an opportunity to
pass up at a place that I love.
What excites you about coming back to Macon?
It’s the combination of being back in Ma-
con and at Mercer Law School. I love this
beautiful building, and I love the faculty
and staff, a lot of whom were here when
I was a student here. Being in Macon
has been a true added bonus. Macon has
changed a lot since I was a student. We
bought a house in an area that used to be
cow pastures when I was in school here,
and now it’s a beautifully developed area
of nice neighborhoods and convenient to
everything in town. The excitement of
downtown Macon is unbelievable. Folks
here complain a lot about not having a
place to park in downtown Macon, but
that’s indicative of what is happening
here. There are great restaurants and en-
tertainment venues, and the redevelop-
ment of downtown Macon is something
to behold.
It’s been 31 years since you graduated from
Mercer. What is different and what is the
same about the law school since you were
here as a student and now again as dean?
The best parts are still alive and well here.
The camaraderie among the student body,
and the friendships that are so easily made.
The accessibility of the faculty is still a hall-
mark of Mercer. I am happy that this envi-
ronment is still very much what nurtured
me and pushed me and challenged me and
helped me become a good lawyer.
What has been most surprising is the
change in curriculum, not just at Mer-
cer, but at all law schools. When I was a
student, the curriculum was pretty much
prescribed for all three years. There were
very few opportunities for electives, but
that’s not the case today. After the first
year at most law schools, students take
almost anything they want, which was
absolutely stunning to me because we’ve
given so much freedom of choice to stu-
dents who don’t necessarily know what
they don’t know about what practice is
going to be like, or what the bar exam
is going to require. I have been having a
lot of discussions with our faculty about
whether that is still meeting the needs of
students today. In some respects, giving
choices to students is as it should be, but
I think we still have to do our job as the
professionals to make sure students are
adequately educated and prepared for the
bar exam and for practice.
What are some of the challenges that legal
education faces in the 21st century?
When the recession hit, law firms quit hir-
ing at the same levels and reduced salaries.
I don’t think the jobs are going to rebound
to where they were prerecession at any time
in the near future. Law firms have learned
how to operate more leanly, and technol-
ogy has moved into the legal field in ways
that five or 10 years ago people would never
have believed. If a computer can write a le-
gal memo, why would a firm hire an asso-
A Conversation
with Cathy Cox
In this installment of the Georgia Lawyer Spotlight, Editorial Board Member
Jacob Daly interviews Cathy Cox, who was named dean of Mercer University
School of Law in July. She previously served as president of Young Harris College
and Georgia’s secretary of state.
BY JACOB E. DALY
PHOTO BY JENNIFER R. MASON
2017 OCTOBER 35
ciate at a premium price and pay benefits?
We need to do a better job of looking at the
larger marketplace and making sure that we
are preparing our students for the jobs of
the future and not just treading along the
way we’ve always turned out lawyers.
One of the biggest challenges that Mercer
faces as a private institution is cost. The
annual cost of tuition and living expenses
today is about $60,000 a year, so when you
are asking prospective students to spend that
much money per year for three years, how
do you convince them that Mercer is the
right choice rather than a public school that
would be dramatically less expensive?
I said almost exactly that in my first facul-
ty meeting, that we have to make sure we
know what that extra value is. Students
have options today, so the extra value that
they get out of a private institution like
Mercer includes the accessibility of the
faculty, the small class sizes, the friend-
ships that you make because of this re-
ally collegial environment, our career
services office knowing students from
the first year on and knowing what their
ambitions are, and nearly 90 percent of
our graduates are employed or enrolled
within less than a year after graduation.
There is a return on the investment
here, and these are things that we can
talk to prospective students about. Pri-
vate schools know they have to compete
with some really good public law schools
in Georgia and around the South, so we
have to be very generous with scholar-
ships and financial aid. About 95 percent
of our first-year class this year received a
scholarship, so we’re trying to reach all of
the students who need financial aid.
How do you control the rising costs short
of increasing enrollment in order to
increase revenue?
That is the ultimate budgeting challenge
that almost every law school is faced with
right now. We have to make extra fundrais-
ing efforts among our alumni, and I’m going
to be out talking to our alumni about why
they love this institution and how they can
help us maintain our standards and do ev-
erything we need to do to support our facul-
ty, staff and programs here. We’ve also had
to challenge our faculty and staff to do more
with less. It also gives us the opportunity to
look at new revenue programs. Mercer has
not done a lot in terms of non-JD programs,
but now may be the right time for us to do
more in that regard because there are people
who want legal knowledge but not the full
law school experience.
Is a legal education worth its high cost?
Absolutely. The critical thinking skills you
learn in law school that help you become
an invaluable problem solver are like none
you learn anywhere else, and I think that
is the inherent value of a law degree. I
think people in business like to hire law-
yers because they know we learn to think,
not only about one side of a problem, but
about 20 sides of a problem and can help
them anticipate what might happen with
certain issues. We learn to think about
and anticipate all of the arguments about
an issue, and that’s not the type of educa-
tion you gain anywhere else other than law
school. I think law is the most exciting and
flexible of all types of graduate education.
You’ve said that your goal is to make Mercer the
premier law school in Georgia. What do you
think is needed for Mercer to attain that status?
Our goal is to be the premier law school
in the state and in the Southeast, and we
want to be every prospective student’s first
choice. To do that, we have to assure them
that this is going to be the best fit for them.
It won’t be for every student, but we want
them to visit because about 87 percent of
our current first-year students say the visit
here really impacted their decision to be
here. We have to do everything right to
make that happen. We have to be the best
in the bar passage rate, in the job place-
ment rate, and in fundraising to support
our faculty and staff and the programs
here. I’m not here to run a mediocre law
school. I’m here to raise us up to be the best
on all of these measurements, and that’s
going to take a great team effort from ev-
eryone here. I know how much they love
this place and how much they believe in
what we’re doing.
Where do you see Mercer five, 10 and 20
years from now?
We’re about to dive into our next strategic
plan, so I’m very excited about what that
will look like and how that can shape who
we’re going to be, particularly in the next
five years. I think we have to be a lot more
nimble than we have been in the last five,
10 or 20 years. The ground beneath us
has shifted, and so we have to be in tune
with that and address that with perhaps
smaller enrollments and other programs
that meet the needs of the marketplace.
As I mentioned, perhaps with some non-
JD programs that still make us the place to
go for legal knowledge in whatever form
the marketplace wants.
Law schools around the country are
closing because they can’t get the enroll-
ment, they can’t keep their bar pass rates
up, they can’t provide the type of quality
education that students want, and I want
Mercer to never come close to that kind of
consideration. We want to train the best
lawyers to go back into all of the commu-
nities in this area and beyond to provide
the best type of problem solving possible.
We have to focus on what the needs are
today rather than continuing to do what
we’ve been doing the last 144 years.
Where do you see yourself five, 10 and 20
years from now?
The average tenure of a college president
is about five years, and I stayed at Young
Harris for 10 years. I don’t like to jump
around from job to job. I take jobs that
I think are really interesting because I
think I might want to do them for a re-
ally long time. So I hope they’ll keep me
on board and let me drive this train for
a lot of years to come. I’m excited about
the adventure. l
Jacob E. Daly is of counsel
with Freeman Mathis &
Gary, LLP, in Atlanta and a
member of the Georgia Bar
Journal Editorial Board. He
represents private companies,
government entities and their
employees in personal injury litigation
with a focus on defending property
owners, management companies and
security companies in premises
liability lawsuits.
Bench
&Bar
TO PLACE AN ANNOUNCEMENT
Contact Lane Sosebee | [email protected] | 404-527-8736
36 GEORGIA BAR JOURNAL
Henning Mediation and Arbitration Service, Inc.,
announced that Joseph W. Watkins, partner,
Watkins, Lourie, Roll & Chance, PC, joined their
panel of neutrals. Watkins has practiced as a civil
trial lawyer for more than 40 years. He has tried
numerous cases for plaintiffs and defendants in
state and federal courts, and has argued cases before the Supreme
Court of Georgia and Court of Appeals of Georgia, as well as
before the 5th Circuit and 11th Circuit Court of Appeals.
Attorney Christopher Adams, The Law Office of
Christopher W. Adams, P.C., was sworn in as
second vice president of the National Association
of Criminal Defense Lawyers at the association’s
annual meeting in San Francisco, Calif., in July.
The National Association of Criminal Defense
Lawyers is the pre-eminent organization advancing the mis-
sion of the criminal defense bar to ensure justice and due pro-
cess for persons accused of crime or wrongdoing.
Baker Donelson announced that shareholder Jodi
D. Taylor received the firm’s 2017 Work-Life
Warrior Award. Baker Donelson established the
Work-Life Warrior Award to honor an attorney
in the firm who demonstrates an ongoing com-
mitment to excellence in maintaining a healthy
work-life balance or has advocated on behalf of work-life bal-
ance issues for the benefit of others.
Kilpatrick Townsend & Stockton announced that
Counsel Kathleen “Katie” Barton was appointed
to the Partnership Against Domestic Violence’s
(PADV) Board of Directors. For 40 years, PADV,
the largest nonprofit domestic violence organiza-
tion in Georgia, has provided professional, com-
passionate and empowering support to battered women and
their children in metro-Atlanta.
Swift, Currie, McGhee and Hiers LLP announced the firm was
selected to join the Network of Trial Law Firms, a not-for-
profit corporation whose membership is comprised of inde-
pendent U.S. firms with reputations for excellence in trial and
litigation practice. The network helps to provide a framework
for defense law firms to work together by sharing trial and
litigation expertise and resources for corporate and insurance
company clients.
Taylor English Duma LLP announced that Eric
S. Fisher was elected to the board of directors for
the Georgia Appleseed Center for Law and Jus-
tice. The Georgia Appleseed Center for Law and
Justice is a nonprofit, nonpartisan, public interest
law center with the mission to increase justice in
Georgia through law and policy reform. Georgia
Appleseed addresses serious issues of public con-
cern by enlisting the volunteer services of lawyers
and other professionals from around the state.
The firm also announced that attorney
Randi M. Warren graduated from the State
Bar of Georgia’s 2017 Young Lawyers Divi-
sion Leadership Academy. The YLD Lead-
ership Academy is a program for young lawyers to fur-
ther develop their leadership skills while engaging with
others in their profession, communities and state. War-
ren was also elected to a one-year term on the YLD
Representative Council.
The American Red Cross of Atlanta awarded
Miles Alexander with its LifeBoard Chairman’s
Award in recognition of his dedication and com-
mitment as a lifelong blood donor. The Life-
Board Chairman’s Award is given to an individ-
ual who exemplifies the highest level of
commitment to their organization’s blood program. Alexan-
der’s donation of more than 20 gallons since 1948 has poten-
tially saved the lives of more than 500 individuals.
Berman Fink Van Horn P.C. announced it achieved Partner
in Prevention status as awarded by Darkness to Light, an in-
ternational nonprofit organization committed to empower-
ing adults to prevent child sexual abuse. This designation is
bestowed upon organizations which take extra steps to pro-
tect children by training staff to understand the issue of child
sexual abuse, identify unsafe situations and practices, and re-
act responsibly in the best interest of children. The firm pro-
vided Stewards of Children
®
training to more than 90 percent
of its management and staff.
The Saylor Law Firm LLP an-
nounced that founding partner Jac-
quelyn “Jackie” Saylor was elected
vice chair/chair-elect of the Atlanta
Bar Association’s Estate Planning &
Probate Section and founding part-
ner Murray Saylor was appointed as a
member-at-large of the Atlanta Bar Association’s Tax Law section.
Kudos
J. SAYLOR M. SAYLOR
FISHER
WARREN
2017 OCTOBER 37
Smith, Gambrell & Russell, LLP, announced that
partner Joyce Klemmer joined the board of direc-
tors of the Atlanta Bar Association Dispute Reso-
lution Section. Klemmer also currently serves on
the board of directors of the Atlanta Bar Associa-
tion Intellectual Property Section.
Leadership Atlanta announced the following members of its
Class of 2018: Germaine Austin, Thomas Kennedy Sampson &
Tompkins LLP; Nora Benavidez, Law Office of Nora Benavi-
dez; David Broussard, Greenberg Traurig LLP; Andrew Coo-
per, United Parcel Service; Katherine Dunn, U.S. Department
of Education Office for Civil Rights; Jake Evans, Thompson
Hine LLP; Emerson Girardeau III, Eversheds Sutherland LLP;
Ashley Heintz, Jones Day; Labriah Lee, American Israel Pub-
lic Affairs Committee; Phi Nguyen, Bendin Sumrall & Ladner,
LLC; Sam Park, Georgia General Assembly; Brandi Reeves,
Fulton County Government Public Defender’s Office; James
Sturm Jr., KPMG; Karli Swift, ADP, LLC; and Samuel Wil-
liams, U.S. Housing & Urban Development Department. Lead-
ership Atlanta is the oldest continuously running training pro-
gram of its type in the country.
On the Move
IN ATLANTA
Boyd Collar Nolen & Tuggle announced the ad-
dition of Jennifer K. “Jenni” Brown as an associ-
ate. Brown focuses her practice in a range of fam-
ily law issues, including complex divorce
litigation, child custody and support disputes, and
paternity and legitimation. The firm is located at
3330 Cumberland Blvd., 100 City View, Suite 999, Atlanta, GA
30339; 770-953-4300; Fax 770-953-4300; www.bcntlaw.com.
Locke Lord LLP named Bryan G. Harrison man-
aging partner of the firm’s Atlanta office. Har-
rison is a partner in the firm’s intellectual prop-
erty litigation practice group. His practice
focuses on prosecuting and defending patent
infringement actions, serving as regional or na-
tional litigation counsel for clients and appearing in various
courts in more than 30 states, Canada and the European
Union. The firm is located at Terminus 200, Suite 1200, 3333
Piedmont Road NE, Atlanta, GA 30305; 404-870-4600; Fax
404-872-5547; www.lockelord.com.
Attorney Gary M. Kazin joined Zirkle & Hoff-
man Mediation Services, LLC, as a mediator in
workers’ compensation cases. The office is lo-
cated at 400 Galleria Parkway, Suite 1750, At-
lanta, GA 30339; 770-551-8700; Fax 770-551-
3856; www.zirklaw.com.
Hall Booth Smith, P.C., announced that Tom
Mazziotti joined as a partner. Mazziotti’s practice
focuses on health care, product liability, fire cause
and origin, and transportation matters. He also
counsels clients on product safety, product recall
and reporting and regulatory compliance matters
before federal and state agencies including the Consumer Prod-
uct Safety Commission and the National Highway Traffic Safe-
ty Administration. The firm is located at 191 Peachtree St. NE,
Suite 2900, Atlanta, GA 30303; 404-954-5000; Fax 404-954-
5020; www.hallboothsmith.com.
James-Bates-Brannan-Groover-LLP announced
the addition of Robert L. Swartwood II as of
counsel. Swartwood provides comprehensive
corporate counsel to businesses with a specific
emphasis on mergers and acquisitions in the
middle market. The firm is located at 3399
Peachtree Road NE, Suite 1700, Atlanta, GA 30326; 404-997-
6020; Fax 404-997-6021; www.jamesbatesllp.com.
Levine Smith Snider & Wilson, LLC, announced
that R. Andrew Snider joined the firm as an as-
sociate. Snider focuses on all aspects of family law
including divorce, modifications, protective or-
ders, child custody, legitimation, grandparent
visitation, and prenuptial and postnuptial agree-
ments. The firm is located at 3490 Piedmont Road NE, Suite
1150, Atlanta, GA 30305; 404-237-5700; Fax 404-237-5757;
www.lsswlaw.com.
Smith Moore Leatherwood LLP announced that
G. Marshall Kent Jr. was elected partner-in-charge
of the firm’s Atlanta office. Kent joins the firm’s
management committee, which is responsible for
overseeing the operations of the southeast region-
al firm’s seven offices located in North Carolina,
South Carolina and Georgia. Kent’s practice focuses in the areas
of creditor/debtor rights, commercial, construction and bank-
ruptcy litigation, and general corporate law. The firm is located
at 1180 W. Peachtree St. NW, Suite 2300, Atlanta, GA 30309;
404-962-1000; Fax 404-962-1200; www.smithmoorelaw.com.
38 GEORGIA BAR JOURNAL
Baker Donelson announced the
addition of Sebastian Meis as a
shareholder, Felix Faerber as an
attorney and Anthony Thompson
Jr. as an associate. Meis advises
companies in corporate matters,
particularly in the formation and
restructuring of corporations and partnerships
both in Germany and the United States. Faerber
represents domestic and international companies
in areas including corporate and partnership law,
cross-border transactions, mergers, acquisitions,
foreign direct investment and intellectual prop-
erty. Thompson focuses his practice on repre-
senting owners, investors and developers in the acquisition,
disposition, development and leasing of commercial real estate,
including multifamily complexes, mixed-use developments, re-
tail centers, hotels and self-storage facilities. The firm is located
at 3414 Peachtree Road NE, Suite 1600, Atlanta, GA 30326;
404-577-6000; Fax 404-221-6501; www.bakerdonelson.com.
Georgia Legal Services Program (GLSP) an-
nounced that Ira Foster was named general coun-
sel and associate director. As the in-house gen-
eral counsel, Foster reviews policy and procedure
and works with the executive director to ensure
high quality legal services are provided. Foster
previously served as the managing attorney of GLSP’s Macon
office. The office is located at 104 Marietta St. NW, Suite 250,
Atlanta, GA 30303; 404-206-5175; www.glsp.org.
Hunton & Williams LLP announced G. Scott
Rafshoon joined as a partner in the Atlanta of-
fice. Rafshoon represents clients involved in
mergers and acquisitions and other corporate
matters. His practice also includes advising com-
panies in connection with mergers, acquisitions,
divestitures, corporate governance and joint ventures. The
firm is located at 600 Peachtree St. NE, Suite 4100, Atlanta, GA
30308; 404-888-4000; Fax 404-888-4190; www.hunton.com.
Attorney Paul Knowlton joined the McAfee
School of Theology at Mercer University as the
founding director of the newly created Institute
for Spirituality in the Professions. Knowlton re-
cently served as CEO of Morningstar Children
and Family Services. The Institute is located on
Mercer’s Atlanta campus at 3001 Mercer University Drive, At-
lanta, GA 30341; 404-245-0957; www.mercer.edu.
Taylor English Duma LLP announced the addi-
tion of R. Wayne Bond as partner and Deborah
J. Livesay as counsel. Bond joined the firm from
Seyfarth Shaw LLP where he focused his prac-
tice on complex commercial litigation and class
action cases. He deals with breach of contract,
corporate shareholder and partnership disputes,
corporate liability, false advertising, profes-
sional malpractice and government investiga-
tions. Livesay focuses her practice on labor and
employment, and represents management in all
aspects of labor-management relations, equal
employment opportunity and other employ-
ment-related issues. The firm is located at 1600 Parkwood
Circle, Suite 200, Atlanta, GA 30339; 770-434-6868; Fax 770-
434-7376; www.taylorenglish.com.
Adams and Reese LLP announced
the opening of an office in At-
lanta, managed by founding part-
ners Ron C. Bingham II, Bryan E.
Busch and Matthew B. Norton.
The firm also announced the
addition of Sameer K. Kapoor,
Amy L. Hanna Keeney, Brian D.
Pierce and John A. Thomson Jr.
as special counsel; and Laura H.
Mirmelli and David Stewart as as-
sociates. Bingham advises clients
regarding commercial workouts,
receiverships, bankruptcy and
commercial litigation matters in
state and federal courts through-
out the country. Busch represents
financial institutions, hedge funds,
banks, credit unions, servicers and
other lenders in all types of finan-
cial litigation. Norton focuses his
practice on real estate-related
matters and secured transactions
collateralized by both real estate
and other property. Kapoor rep-
resents the interests of secured
lenders and other creditors in out-of-court
workouts and restructuring transactions, bank-
ruptcy proceedings and other financial litiga-
tion matters. Keeney defends businesses in state
and federal court litigation and brings signifi-
cant experience representing financial institu-
tions—including mortgage services and auto
lenders—in a broad range of litigation matters that includes
contested foreclosures, repossession disputes involving per-
sonal property collateral, homeowners’ association disputes,
reformation actions, trash-out claims, REO disputes, lien
priority disputes and quit title claims. Pierce represents cli-
MEIS
THOMPSON
FAERBER
BOND
LIVESAY
BINGHAM
NORTON
BUSCH
KAPOOR
KEENEY PIERCE
THOMSON MIRMELLI
STEWART
2017 OCTOBER 39
ents in the acquisition, development, leasing and disposition
of commercial properties. Additionally, he represents both
borrowers and institutional lenders in commercial property
transactions. Thomson represents a variety of clients in mat-
ters related to commercial finance and debtor/creditor issues.
Mirmelli represents financial institutions in connection with
distressed real estate and commercial loans. Stewart repre-
sents clients regarding corporate and commercial real estate
transactions, including corporate formations, asset and stock
purchases, commercial leasing and a variety of secured trans-
actions. The firm is located at 3424 Peachtree Road NE, Suite
450, Atlanta, GA 30326; 470-427-3700; Fax 404-500-5975;
www.adamsandreese.com.
Lee & Hayes, PLLC, announced the addition of
Bruce Bower as partner. Bower helps companies
with complex patent issues involving litigation,
strategic counseling, prosecution and licensing. He
has litigated patent disputes in U.S. District
Courts, the U.S. International Trade Commission
and the U.S. Court of Appeals for the Federal Circuit. He also
prosecutes patent applications in various technologies before the
U.S. Patent and Trademark Office. The firm is located at 1175
Peachtree St. NE, 100 Colony Square, Suite 2000, Atlanta, GA
30361; 404-815-1900; Fax 509-323-8979; www.leehayes.com.
Alston & Bird announced the addition of Paul
Monnin as a partner. A trial lawyer with more
than 20 years of securities litigation and civil and
criminal regulatory defense experience, Monnin
has conducted internal investigations on behalf
of numerous Fortune 500 corporations. His com-
mercial litigation engagements have included successful tem-
porary restraining order and preliminary injunction proceed-
ings, dispositive motion practice, bench and jury verdicts
related to contract, business tort, mergers and acquisitions,
antitrust, patent, real estate and secured lending litigation, in-
cluding class actions and multi-district litigation in federal and
state courts. The firm is located at One Atlantic Center, 1201
W. Peachtree St., Suite 4900, Atlanta, GA 30309; 404-881-
7000; Fax 404-881-7777; www.alston.com.
DLA Piper announced that Kevin Gooch joined
the firm’s finance practice as a partner. Gooch
represents financial institutions, corporate bor-
rowers and private equity funds in complex fi-
nance and restructuring transactions, including
syndicated credit facilities, bilateral loan transac-
tions, acquisition financings, asset-based financings and notes
offerings. Gooch also has experience advising publicly traded
borrowers and clients in the health care space on credit facili-
ties and secured loans. The firm is located at One Atlantic Cen-
ter, 1201 W. Peachtree St., Suite 2800, Atlanta, GA, 30309;
404-736-7800; Fax 404-682-7800; www.dlapiper.com.
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40 GEORGIA BAR JOURNAL
Drew Eckl & Farnham announced the addition
of Timothy Veith as of counsel and Shannon
Fishel as an associate. Veith has been a corpo-
rate and transactional attorney for 25 years. His
experience includes private and public corporate
finance, and mergers and acquisitions transac-
tions, conduit and securitization financing,
banking and securities regulation, and litigation
and mediation management. Fishel focuses her
practice on general casualty and commercial liti-
gation, and possesses expertise in appellate prac-
tice. The firm is located at 303 Peachtree St. NE,
Suite 3500, Atlanta, GA 30308; 404-885-6408;
Fax 404-876-0992; www.deflaw.com.
IN BRUNSWICK
HunterMaclean announced that Patrick Webb
joined the firm as a partner. Webb focuses his
practice in the field of commercial real estate de-
velopment, leasing and finance, in addition to
related areas including corporate finance, joint
ventures and general corporate transactions. He
has in-depth experience in the purchase and sale of multi-mil-
lion dollar office buildings and multifamily apartment com-
plexes. The firm is located at 777 Gloucester St., Suite 400,
Brunswick, GA 31520; 912-262-5996; Fax 912-279-0586;
www.huntermaclean.com.
Hall Booth Smith, P.C., announced Stephanie Mc-
Donald joined the firm as of counsel. McDonald
focuses on trial work in insurance defense, family
law, criminal defense and personal injury law. She
has extensive pre-trial and jury trial experience
spanning two decades in federal and state court for
both civil and criminal defense matters. The firm is located at
3528 Darien Highway, Suite 300, Brunswick, GA 31525; 912-
554-0093; Fax 912-554-1973; www.hallboothsmith.com.
IN MACON
James-Bates-Brannan-Groover-LLP announced
that Christopher R. Conley joined the firm as an
associate. Conley’s practice focuses on civil litiga-
tion, where he represents clients in business, em-
ployment, estate, contract and personal injury
matters. The firm is located at 231 Riverside
Drive, Macon, GA 31201; 478-742-4280; Fax 478-742-8720;
www.jamesbatesllp.com.
IN SAVANNAH
HunterMaclean announced that Louann Bron-
stein joined the firm as a partner. Bronstein fo-
cuses her practice in the field of corporate law,
with extensive experience working with major
corporations, middle market and closely held
companies ranging from start-up businesses to
internationally recognized companies. She has closed major
deals representative of the full spectrum of business transac-
tions, including mergers and acquisitions, joint ventures,
strategic alliances and consolidations. The firm is located at
200 E. Saint Julian St., Savannah, GA 31412; 912-236-0261;
Fax 912-236-4936; www.huntermaclean.com.
The Eichholz Law Firm, P.C., announced the ad-
dition of Fatima Alexis Zeidan as a partner.
Zeidan practices in the areas of personal injury
and civil litigation. She also handles cases ranging
from minor motor vehicle collisions to cata-
strophic injury cases. Zeidan has tried cases
throughout multiple states and presented oral arguments in the
South Carolina Court of Appeals. The firm is located at 530
Stephenson Ave., Suite 200, Savannah, GA 31405; 912-335-
4580; Fax 912-629-2590; www.thejusticelawyer.com.
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42 GEORGIA BAR JOURNAL
“¿En qué puedo ayudarle?” you ask,
surprised that you remember enough
high school Spanish to ask your potential
new client how you can help.
“Oh good! You speak Spanish!” your
client-to-be exclaims with delight, mis-
takenly believing that your impeccable
accent indicates actual language fluency.
She launches into her tale of woe. You
panic, realizing you don’t understand a
word she has said.
“Um . . . I only got as far as Spanish II,”
you respond weakly.
What are a lawyer’s obligations
when representing a client who speaks a
different language?
Pretty much the same as they are for
any other client. As with any client, com-
munication is essential to the relation-
ship. Georgia Rule of Professional Con-
duct Rule 1.4 requires a lawyer to consult
with the client about the case, to keep
the client reasonably informed and to
promptly respond to requests for infor-
mation. The rule requires a regular flow
of communication to ensure that the cli-
ent understands her options in directing
the lawyer’s actions.
If you’re lucky enough to be bilingual
none of this poses problems for you. Many
times the rest of us rely on staff or even
relatives of the client to translate conversa-
tions with a client of limited English pro-
ficiency. While such arrangements may be
the only option for office visits, the lawyer
should ensure that the client has a certi-
fied interpreter for any judicial proceed-
ing. Certified interpreters understand the
duties of confidentiality and impartiality,
and are subject to rules of professional
conduct. Take a look at the website for the
Georgia Commission on Interpreters for
more information on choosing and using
an interpreter. Additional resources are
available through the American Bar As-
sociation and the statewide website run
by Georgia’s legal services organizations,
www.georgiaadvocates.org.
While it’s great fun to show off your
less-than-fluent foreign language skills
during a Spring Break vacation to Cabo,
your clients deserve better. It’s your ob-
ligation to ensure that there is meaning-
ful communication and understanding at
each step of the process. l
Paula Frederick
General Counsel
State Bar of Georgia
How Do You Say “Help”?
BY PAULA FREDERICK
GBJ | Oce of the General Counsel
ISTOCK.COM/ETIAMMOS
2017 OCTOBER 43
GBJ | Attorney Discipline
Attorney Discipline
Summaries
July 13, 2017 through Sept. 5, 2017
BY JESSICA OGLESBY
Suspensions
Michael Bernard King
5581 Aspen Drive
College Park, GA 30349
Admitted to Bar 1990
On Aug. 14, 2017, the Supreme
Court of Georgia ordered that attorney
Michael Bernard King (State Bar No.
421140) receive a Public Reprimand
and a Suspension from the practice of
law with conditions. The Investigative
Panel had originally decided to impose
an Investigative Panel reprimand in this
matter, but King failed to appear to re-
ceive that sanction and failed to explain
his failure to appear, which led to the
Investigative Panel’s decision to issue a
Notice of Discipline. King was served
with the Notice of Discipline, but he
failed to file a Notice of Rejection, re-
sulting in default.
King admitted by virtue of default that
he represented a client in a personal in-
jury suit, which the trial court dismissed.
King then repeatedly failed to properly
advance the client’s appeal, including
by failing to file the requisite transcript,
resulting in the trial court’s dismissal of
the appeal and imposition of attorney
fees against King. King appealed the
dismissal of the appeal, but the Court
of Appeals dismissed that appeal for
failure to pay costs or provide sufficient
evidence of his client’s indigence. The
Investigative Panel concluded that King
had violated Rules 1.2, 1.3, and 3.2 of the
Georgia Rules of Professional Conduct.
The maximum sanction for a violation
of Rules 1.2 and 1.3 is disbarment, while
the maximum sanction for a violation of
Rule 3.2 is a public reprimand.
In mitigation, King had no prior dis-
cipline. In aggravation, King failed to
appear to receive the Investigation Pan-
el reprimand and did not respond to the
Bar’s filings in the court. The Supreme
Court ordered a Public Reprimand, and
Suspension from the practice of law
until King appears for and receives that
reprimand, as the appropriate discipline
in this matter. Accordingly, once King
receives the Public Reprimand, he may
seek reinstatement.
John Dennis Duncan
29 Blue Ridge Drive
Newnan, GA 30265
Admitted to Bar 2009
On Aug. 28, 2017, the Supreme Court
of Georgia accepted a Petition for Vol-
untary Discipline filed by attorney John
Dennis Duncan (State Bar No. 311056)
“He who is his own lawyer
has a fool for a client.
1303 Macy Drive
Roswell, Georgia 30076
Call (770) 993-1414
www.warrenhindslaw.com
Warren R. Hinds, P.C.
An Attorney’s Attorney
• Bar Complaints
• Malpractice Defense
• Ethics Consultation
44 GEORGIA BAR JOURNAL
for a six-month suspension with condi-
tions for reinstatement.
In State Disciplinary Board Docket
No. 6922, Duncan agreed to represent a
client in a personal injury case in Febru-
ary 2012 for a 4 percent contingent fee
He admitted that he did not adequately
communicate with the client as the case
progressed; that he settled the case with
client authority for $28,000, deposited
the settlement check in his IOLTA ac-
count on Oct. 9, 2013, disbursed $28,000
to himself as attorney fees and delivered
$2,000 to the client, advising him that
the balance had to remain in the trust
account while a Medicare lien was ne-
gotiated; and that he failed to adequate-
ly negotiate the lien. Duncan eventually
delivered the balance owed to the client
by paying $13,880 in October 2016 and
another $920 in April 2017. Later, Dun-
can reduced his contingency fee to 33
percent and refunded the difference in
three monthly payments. He admitted
he violated Rules 1.4, Rule 1.15 (I) (a),
and 1.15 (II) (b) of the Georgia Rules of
Professional Conduct.
In State Disciplinary Board Docket
No. 6984, Duncan admitted that he
agreed to represent another client in
or about February 2015, in defense of
misdemeanor battery charges in Coweta
County; that during the representation,
the client was taken into immigration
custody; that he directed the client to
retain immigration counsel; that when
he left his law firm in July 2015, he
took the client’s case with him; that in
September 2015, he appeared on the
client’s behalf at a hearing in the bat-
tery case and notified the judge that the
client was in immigration custody; and
that the judge issued a bench warrant to
ensure the client would be delivered to
Coweta County when he was released
from immigration custody. After that
time, Duncan admitted that, although
the client discharged him, he failed
to formally withdraw from the repre-
sentation, thereby violating Rules 1.4
and 1.16 (c) of the Georgia Rules of
Professional Conduct.
In mitigation, Duncan has no prior
disciplinary history and his behavior was
the result of personal and emotional dif-
ficulties, including an addiction, which
he is trying to overcome as detailed in
two sealed documents. He took full re-
sponsibility for his failings and the fact
that his clients have suffered as a result
of his conduct. Additionally, this case
also involves a timely good faith ef-
fort to make restitution or rectify the
consequences of misconduct, remorse
and a cooperative attitude toward the
disciplinary proceedings.
Duncan’s reinstatement after the six-
month suspension is conditioned on pro-
viding proof from a licensed counselor
or therapist that he is fit to practice law,
and proof that the client set forth in SDB
Docket No. 6922 has been refunded the
money as stated.
Fincourt Braxton Shelton
883 Main St.
Darby, PA 19023
Admitted to Bar 2007
In a reciprocal discipline case filed pur-
suant to Rule 9.4 (b) of the Georgia Rules
of Professional Conduct, the Supreme
Court of Georgia on Aug. 28, 2017, ac-
cepted the Report and Recommenda-
tion of the Review Panel of the State
Disciplinary Board to suspend Fincourt
Braxton Shelton (State Bar No. 771101)
from the practice of law in Georgia for
four years, with conditions for reinstate-
ment, based on a four-year disciplinary
suspension imposed by the Pennsylvania
Supreme Court.
Shelton’s Pennsylvania suspension was
based on his conduct in two unrelated
client matters. In one matter, he made
material misrepresentations in court
documents, mishandled funds that had
been entrusted to him, labored under a
significant conflict of interest, commit-
ted a breach of his fiduciary duties and
engaged in extreme incompetence. In the
other matter, Shelton persistently mis-
represented the identity of a party in filed
pleadings, acted without the consent of
his client, filed inaccurate and false docu-
ments, and disbursed funds without au-
thority to do so.
To be reinstated after the suspension,
Shelton must offer proof to the State
Bar’s Office of the General Counsel that
he has been reinstated to the practice of
DIGITAL
EDITION
THE
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JOURNAL
GEORGIA BAR
Volume 23, Number 2October 2017
From the President—
In Praise of Local Bar
Associations
Legal Tech Tips
State Bar Bike Law
Section Rolls In
A Conversation with
Cathy Cox
Uninsured Motorist
Benets in Light of
Thurman v. State Farm
JOURNAL
GEORGIA BAR
2017 OCTOBER 45
law in Pennsylvania, and the State Bar
agrees and submits a notice of compli-
ance to this Court, which will issue an
order granting or denying reinstatement.
Disbarment
Cassandre M. Galette
5020 Geranium Court
McKinney, TX 75070
Admitted to Bar 2005
On Aug. 14, 2017, the Supreme Court
of Georgia accepted the petition for
Voluntary Surrender of License of at-
torney Cassandre M. Galette (State Bar
No. 920625) for her admitted violation
of Rule 8.1 (a) of the Georgia Rules of
Professional Conduct.
Galette admits that she provided
false information to the Office of the
General Counsel concerning a griev-
ance alleging that she assisted a third
party in filing a false petition for a
temporary protective order against the
grievant and in falsely acknowledging
service of that petition—actions that ul-
timately led to the arrest and jailing of
the grievant. The State Bar had no ob-
jection, and the special master recom-
mended accepting the Petition, noting
that disbarment is appropriate where,
as here, the lawyer engages in inten-
tional conduct involving dishonesty
or submits false statements during the
disciplinary process.
Gerald W. Fudge
510 Valley Lane
Atlanta, GA 30328
Admitted to Bar 1972
On Aug. 14, 2017, the Supreme Court
of Georgia accepted the petition for
Voluntary Surrender of License of at-
torney Gerald W. Fudge (State Bar No.
279200). In his petition, Fudge, who has
been a member of the State Bar of Geor-
gia since 1972, admitted that in Febru-
ary 2016, he pled guilty to conspiracy
to commit bank fraud under 18 U.S.C.
§ 371, a felony, in the U.S. District Court
for the Northern District of Georgia
and was sentenced to three years’ pro-
bation and restitution in the amount
of $2,150,617.32. Fudge admitted that
by virtue of his felony conviction, he
violated Rule 8.4 (a) (2) of the Georgia
Rules of Professional Conduct.
Public Reprimand
Lakeisha Tennille Gantt
175 Straight St.
Forsyth, GA 31029
Admitted to Bar 2005
On Aug. 28, 2017, the Supreme Court
of Georgia accepted the Petition for Vol-
untary Discipline for attorney Lakeisha
Tennille Gantt (State Bar No. 142126) and
imposed a Public Reprimand. Gantt admit-
ted to violating Rules 1.2, 1.3 and 1.4 of
the Georgia Rules of Professional Conduct.
In her petition, Gantt admitted that
in September 2007, she was retained to
represent a client in a civil matter aris-
ing from an incident where the parking
brake on an unoccupied asphalt truck
had disengaged, causing the truck to roll
across the client’s front lawn and into
her house. In August 2009, Gantt timely
filed a lawsuit, and after the defendants
answered and some initial written dis-
covery was conducted, Gantt decided to
voluntarily dismiss the lawsuit without
prejudice, knowing that it could be re-
filed. However, she admits that she did
not adequately communicate with the
client about her intent to do so or about
the actual dismissal, and that she never
filed a renewal lawsuit. Consequently,
some of the claims of the client’s minor
children were barred.
The Special Master found in mitiga-
tion no prior disciplinary history; the
absence of a selfish motive; personal
and emotional problems, which required
medical treatment and counseling, and
which may have contributed to Gantt’s
behavior; cooperation during these dis-
ciplinary proceedings; relative inexperi-
ence in the practice of law at the time of
these infractions; and good character,
integrity and reputation, as evidenced
by letters submitted from two attorneys
who know her. The Supreme Court
agreed that a Public Reprimand was
appropriate discipline. l
Jessica Oglesby
Clerk, State Disciplinary Board
State Bar of Georgia
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46 GEORGIA BAR JOURNAL
GBJ | Legal Tech Tips
1
Photo-Scanning Apps Have
Come a Long Way
You can use photo-scanning apps to
do much more besides taking a picture
of the picture you want to scan. Some
smartphone apps that are designed
specifically for scanning or capturing
digital versions of photographic prints
can do a bit more than just take a picture
of the picture. When searching for a
portable scanning program, read its
listed set of features on its app store
page. Check out Google PhotoScan,
CamScanner and Photomyne.
2
Where is This Photo From?
Search Images on Google
Do you have a photo and want to know
where it came from or see where else
on the web it can be found? On your
computer, you can do a reverse search
by dragging or copying the image
into the Google URL search field in a
Google Chrome browser, then right
click on the image that appears and
click “Search Google.” Or, if you are in
www.images.google.com, click “upload
an image.” On your smartphone or
tablet, use the Chrome app to do a
search. Touch the image you want to
search to open a larger version of the
image and then press and hold the
image. In the box that appears, touch
“Search Google” for this image.
3
Insight Timer
insighttimer.com
Think about wellness. Incorporate a
little meditation into your hectic day.
Try Insight Timer. Available in both
iOS and Android, this app provides you
with tools to enhance sleep, relaxation
and mindfulness, and reduce anxiety.
The app provides a library of guided
meditations, 34 meditation playlists and
ambient sounds.
4
Be Prepared for Insurance
Claims, Take Inventory
Picture a home or business disaster? Be
prepared insurance-wise by using your
smart phone camera to catalog your
inventory, purchases and receipts. Take
a date-stamped picture of the item and
the receipt. Some property may require
a brief video with voice-over. Store the
photos and videos in the cloud for the
emergency you hope never happens.
5
Co-Parenting Software:
Reduce Stress, Save Money
If you practice family law, here’s a tip to
share with divorced or divorcing clients
(or other family members). Use a co-
parenting software solution to share data
and improve communication, calendar
and track custody and visitation, share
receipts and expenses and more. These apps
generally are not free, with cost increasing
depending upon features selected, but in the
long run can help you save time and money
and reduce stress and frustration. Check
out these examples: Our Family Wizard
(www.OurFamilyWizard.com), 2Houses
(www.2Houses.com) and CustodyJunction
(www.CustodyJunction.com).
BY NATALIE R. KELLY
AND MICHAEL MONAHAN
Legal Tech
TIPS
INSIGHT TIMER
2017 OCTOBER 47
6
No USB Plug for Charging?
Try the TV!
If you’ve settled in at the hotel after a
long day at work while traveling and
find you brought a USB wire but not
the plug, your hotel TV likely has a USB
port to plug in your device and charge
it. While on the subject of travel, you
should put together a tech emergency
kit consisting of an extra USB wire and
plug, ear buds and a thumb drive. If
you use your tablet, laptop or device for
trainings and presentations, make sure
you also include an adapter to connect
to a projector. Pack them in a small
container and leave it in your carry-on.
7
Zombies, Run!
zombiesrungame.com
With Halloween around the corner
we offer you this twofer: An app
that combines Zombies and fitness—
Zombies, Run! Available in Android
and iOS, this is part game, part story
and part fitness app according to the
company. It’s an app to get you running
in the real world, with the carrot (or
stick) being a horde of zombies chasing
after you—at least, according to your
headphones.
8
Online Notary
www.NotaryCam.com
Need a notary? Short on time? Try
www.NotaryCam.com. You or your
client can go to NotaryCam.com, upload
your document, connect to a live online
notary face-to-face on a webcam and
electronically sign your document. The
notary will verify and confirm your
identity and apply their eNotary seal.
The service costs $25 per signature
in the United States and higher for
international service.
9
GetHuman
gethuman.com
GetHuman is an online consumer
advocate that helps you find a customer
service number, get tips from other callers,
or makes the call for you to customer
service and helps resolve your problem.
GetHuman membership also provides a
“Lower My Bill” service that contacts your
service providers, helps identify hidden
fees, negotiates lower rates and helps you
track lower rates and savings.
Scannable
evernote.com/products/scannable
I recommend Scannable. It allows
you to use your phone’s camera
and take pictures of any document,
card or receipt and easily categorize
it by sharing it with Evernote,
or make a new contact. You can
even use it to convert a photo of
a document into a PDF, which is
great for saving documents shown
at a deposition for instance.
Nicole Leet
Gray, Rust, St. Amand, Moffett
& Brieske LLP, Atlanta
Testimonial
GETTYIMAGES.COM/SOLAR22
48 GEORGIA BAR JOURNAL
GBJ | Law Practice Management
Nurturing Your Practice
with Law Practice
Management Resources
To get help with the nurturing of a law practice, regardless of which
stage it happens to be in, Bar members can nd ready condential aid
and support, like that of a watchful parent, through the Law Practice
Management Program.
BY NATALIE R. KELLY
From infancy, humans require nur-
turing, and it certainly remains the case
throughout life. The same is true for a
law practice. (Shout out to the 3-week
old in the waiting room whose gentle,
young cries inspired this article.) The life
phases of law practice require nurturing
to address the needs that come with the
maturity of the practice. Luckily, the Law
Practice Management Program stands
ready like a brand new parent waiting to
assist Georgia law practices with their
office management needs.
GETTYIMAGES.COM/PEOPLEIMAGES
2017 OCTOBER 49
New Practice Resources
The Law Practice Management Program
staff regularly conducts office startup
consulting. While most new lawyers
turn to the program’s resources for get-
ting a new practice off the ground, there
are also many experienced lawyers who
avail themselves of the confidential as-
sistance provided to help move from
BigLaw or another practice environment
to solo or small firm practice. Because the
now-famous Office Start Up Kit is one of
the most frequently requested items of
the program and the hard copy version of
‘THE OTHER BLUE BOOK’ is still pre-
ferred, the program does not provide the
Office Start Up Kit as a download or in
electronic format like it does for its other
practice assistance forms and checklists.
New practices are often looking for
help with what technology they should
acquire. Bar members—actually in new
and established practices—can visit with
program staff to discuss their needs and
to get implementation tips for technol-
ogy products. Lawyers and their staff are
invited to discuss and in some cases, see
demonstrations of practice matter or case
management software, general and trust
accounting systems, conflict of interest
checking programs, document assembly
tools, document management programs,
email encryption products, mobile apps
and more. The program also provides
hands-on training sessions for Fastcase
throughout the month and offers CLE
credit for the sessions.
Mid-Life Practices
For firms that have grown past the
startup and new phases of practice, the
program offers:
l
Associate Development and Train-
ing Tools—feedback forms, sample
orientation material and plans for
new associates.
l
Partnership Consulting—meetings to
address how to put together a prac-
tice, and more importantly to exam-
ine what would break it up.
l
Strategic Planning Assistance—ideas
surrounding when, where and how
the law firm should grow.
l
Compensation Planning Advice—
a review of existing models and
development of working models to
account for firm management and
growth goals.
l
General Management Consultations—
in-office reviews of how the firm oper-
ates and a follow up report and action
plan for overall firm improvement.
l
Disaster Recovery and Business
Continuity Aids—sample plans
and advice to cover the planning,
implantation and reporting stages
of disaster recovery and tools for
managing risk and protecting firm
assets and resources.
The critical growth stage of a practice
often requires more sophisticated tools.
Think about all of the advanced devic-
es and techniques required to handle a
young adolescent or to interact with a
young adult. The program’s offerings
in this area are vast. Consequently, Bar
members utilizing the resources to nur-
ture the mid-life needs of their practices
frequently request specialized tools to
help monitor and accelerate their firm’s
growth; and the program becomes a
strong source of assistance for many
practices in this way.
Aging and Retiring Practices
Even before the actual conversation is had
about winding down a practice, the Law
Practice Management Program can help
Georgia lawyers with getting there. The
program helps by referring practitioners
to helpful resources for succession plan-
ning, like the YLD Succession Planning
Pilot Project, the Senior Lawyers Section,
and helping with books and information
on retirement and estate planning for law-
yers; providing books and checklists for
the sale of a law practice which help struc-
ture the deal and account for the value of
the practice; and maintaining a detailed
checklist for closing a practice, whether
needed for the voluntary shutting of a
firm’s doors or for where there has been a
sudden death or disability forcing the clos-
ing of a practice. The end-of-life for a law
firm is a stage of practice where the Law
Practice Management Program can also be
of assistance.
To get help with the nurturing of a law
practice, regardless of which stage it hap-
pens to be in, Bar members can find ready
confidential aid and support, like that of
a watchful parent, through the Law Prac-
tice Management Program. Contact the
program for assistance with the program’s
Resource Library books and information;
sample management forms and checklists;
on-site consulting; training on Fastcase
and other office systems; Bar office visits
with program staff; and management ad-
vice via phone or email. l
Natalie R. Kelly
Director, Law Practice
Management Program
State Bar of Georgia
50 GEORGIA BAR JOURNAL
GBJ | Pro Bono
Small but Mighty:
Making Pro Bono a
Win-Win as a Solo
or Small Firm Attorney
If you are a solo or small rm attorney who is thinking about taking your
rst pro bono case or looking for ways to get more out of your pro bono
practice, here are some ways to emulate your pro bono all–star colleagues.
BY SARAH BABCOCK
We all know that pro bono work is
important, no matter your practice set-
ting: big law, small law or somewhere in
between. Pro bono work is an essential
component of our commitment to the
profession of law, which reaches across
practice areas and settings.
While the commitment is the same,
pro bono work poses different and unique
challenges for solo and small firm attor-
neys. Big firm associates may be able to
count pro bono hours toward their bill-
able requirements, but for solo and small
firm lawyers juggling administrative du-
ties, networking, marketing and actually
practicing law, every hour spent on a pro
ISTOCK.COM/GUSTAVOFRAZAO
2017 OCTOBER 51
bono case is an hour taken away from
those responsibilities. If a pro bono case
suddenly needs more staff time or re-
sources than expected, solo practitioners
and small firms often don’t have the ca-
pacity to respond.
Despite these challenges, solo and small
firm attorneys remain committed to per-
forming pro bono work; according to the
American Bar Association’s most recent
report on nationwide pro bono work, solos
and small firm attorneys responding to the
survey averaged approximately 60 hours
of pro bono work in 2011.
1
Studies con-
ducted prior to the recession showed that
solo and small firm attorneys performed a
higher percentage of pro bono work than
any other group of practitioners.
2
We don’t (yet) have comprehensive
data on what drives solo and small firm
attorneys to take on pro bono matters.
But in all likelihood, those solos and
small firm lawyers have figured out
how to make their pro bono work a true
win-win, benefiting both their overall
practice and the clients served. So if you
are a solo or small firm attorney who is
thinking about taking your first pro
bono case or looking for ways to get
more out of your pro bono practice, here
are some ways to emulate your pro bono
all-star colleagues.
Choose Wisely
The need for pro bono legal services is
great, and it’s easy to feel overwhelmed.
Carefully selecting your area or areas of
focus is an essential first step for success,
especially as a solo or small firm attorney.
Pro bono representations generally fall
into three categories: (1) matters in your
wheelhouse; (2) learning opportunities;
and (3) wild cards. Matters in your wheel-
house are cases and matters that are part
Forensic Analysis Consultations
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of your regular fee-paying practice, for
example, a family law attorney taking a
pro bono divorce or custody case. Learn-
ing opportunities are pro bono cases that
allow the attorney to develop skills and
experience in a new area of law, with the
potential of turning that expertise into
fee-paying work. An example here is an
attorney who takes pro bono Guardian
ad Litem cases in order to develop a fee-
paying Guardian ad Litem practice (while
continuing to take those cases pro bono as
well). Finally, the “wild card” category in-
cludes attorneys who practice in one area
but develop pro bono expertise in anoth-
er, unrelated area or handle a potpourri of
pro bono cases. This category covers all
of the IP litigators who handle child ab-
ductions under the Hague Convention or
the deal attorneys who take deportation
defense and name change matters.
In general, solo and small firm attor-
neys enjoy the most success when they
stick to the first two categories of pro
bono cases. When a family law attorney
takes a custody case pro bono, for exam-
ple, she can employ all of the templates,
intake questionnaires and legal research
that she uses in fee-paying cases. That
attorney can also leverage the same ex-
pertise and relationships with opposing
counsel and judges that she relies on in
the rest of her practice. Essentially, taking
pro bono cases in your wheelhouse allows
you to treat your pro bono matters no dif-
ferently than any other case, except that
there’s no invoice to the client at the end
of the month.
On the flip side, pro bono work in a
new and different practice area is a great
opportunity for solo or small firm at-
torneys looking to develop a new skill
set. Legal services organizations like
Georgia Legal Services and Atlanta Legal
Aid can provide comprehensive training
in a variety of areas, allowing solo and
small firm attorneys to gain substantive
knowledge at little or no cost. Those or-
ganizations will also refer cases that are
well-suited for pro bono representation,
giving attorneys a chance to practice
their newly acquired skills. For example,
both Georgia Legal Services and Atlanta
Legal Aid host wills clinics throughout
the year. Attorneys looking to develop
a wills and estates practice can take a
training offered by either organization,
get practical experience at the clinic and
handle subsequent pro bono referrals to
further develop their skills.
52 GEORGIA BAR JOURNAL
In addition, pro bono work is a great
way for small firms to train new hires.
Smaller firms might not have in-house
training programs, but their new attor-
neys need practical experience. Pro bono
work can help bridge this gap. If a new
hire needs courtroom experience, for in-
stance, he or she could represent an abuse
survivor at a 12-month Temporary Pro-
tective Order (TPO) hearing. Several le-
gal services organizations in Georgia have
TPO programs, under which the organi-
zation provides all of the training and re-
sources needed to argue a 12-month TPO
hearing. New attorneys at small firms
gain valuable trial experience while help-
ing someone in need. And the referring
organization can provide needed support
and oversight to the new attorney, which
leads to point number two.
I offer a great deal of time and
effort in representing those who
have suffered at the hands of
violence in their home. When I am
assigned a case, I do more than
just show up in court to represent
the petitioner in the legal setting.
I like to meet with them ahead of
time and spend an hour or two
discussing their situation, all of
their options and what the court
process entails. I usually try to
spend time with them after the
court proceeding to obtain their
copies of the order, to explain fur-
ther options, and to be sure they
know they are the victor and not
the victim.
These cases matter to me
because most, if not all, of them
believe they have nowhere to turn,
and have been shamed by those
FRANCESCA A. REHAL
PRO BONO STAR STORY
around them, or are afraid to
speak to their loved ones about
their situation. They may have
preconceived notions about the
justice system. I want them to
know that there are people who
care about them.
I have suffered at the hands of
a violent person and an emotion-
ally abusive person, and this has
given me a deeper understanding
of what goes on in my clients’
minds and my experiences help
to carry them through the whole
process without judgment. This
is my calling from God to help
those that truly need it and I
believe that I am helping many
people with my abilities.
l
Francesca A. Rehal
Attorney at Law
Savannah, Ga.
Partner, Partner, Partner
Many solo attorneys chose solo practice
because they didn’t want a partner. When
it comes to pro bono representation, how-
ever, partnership with a legal services orga-
nization is essential for success. The attor-
neys and staff at these organizations have
resources, trainings and expertise that can
prove invaluable. They can help with things
like getting in forma pauperis affidavits
signed and filed, locating low-cost interpre-
tation resources, finding alternate contact
information for the client, navigating tricky
situations with judges or clients, and more.
Depending on your practice area, legal ser-
vices attorneys and staff are also a potential
source of fee-paying referrals.
Local legal services organizations can
also help with unsolicited requests for pro
bono assistance. Almost every lawyer has
been stopped in the grocery store by an
acquaintance with a “quick legal question”
or had an unsolicited visitor or caller ask
for pro bono help. Partnership with a legal
services organization allows you to refer
the acquaintance or caller to Georgia Le-
gal Services, Atlanta Legal Aid or any other
organization you partner with, explaining
that you only take pro bono referrals from
that organization, and would be happy
to take their case if it gets referred back
to you. For solo and small firm attorneys
who might not have the protection of a re-
ceptionist, partnership with a legal services
organization is essential for deftly avoiding
those unsolicited pro bono requests.
Prepare
Over-preparation is in most attorneys’
nature, and it is a good instinct to follow
when it comes to pro bono cases. Even
when a pro bono case is in your wheel-
house, working with low-income clients
can pose some unique challenges. Prepa-
ration is half (or more) of the battle when
it comes to effectively addressing these
challenges. Fortunately, there are many
resources available to attorneys taking on
pro bono representations.
If your pro bono case was referred by
a legal services organization, the referral
information likely included a handout on
effective representation of low-income
clients. If you prefer videos, Practising
Law Institute (www.pli.edu) has two free
training series on communicating with le-
gal services and pro bono clients. Fellow
attorneys—both those at legal aid organi-
zations and private attorneys who have
taken pro bono cases—can also provide
tips and tricks for working effectively
with low-income clients. Here are just a
few tips to start with:
l
Try to build rapport with the client at
the beginning of any meeting, just as
you would for a billable client. Build-
ing rapport leads to trust, which will
increase the likelihood that your client
will divulge all of the essential facts
about her case. This in turn leads to a
more successful representation.
l
Remember that clients in poverty have
scarce resources, as do most of their
neighbors and family. Ask your client
2017 OCTOBER 53
about the resources available to him:
Internet, phone, mail, etc. Ask which
form of communication is best for him.
l
Repeat new information so the client
has a chance to absorb it fully. Take
the time to ask if she has any ques-
tions for you and to answer them
thoroughly.
l
Remember that these clients are likely
in crisis. Follow up with them regu-
larly instead of waiting for them to
contact you. Don’t assume that your
client’s lack of responsiveness means
that she does not want your help.
l
Finally, don’t forget to reach out to the
Pro Bono Resource Center of the State
Bar. The center has lots of resources to
help every attorney do pro bono well,
no matter his or her practice setting.
Pro bono work may look different for
solo and small firm practitioners, but the
need for their skills and expertise is great.
The ABA has challenged all attorneys to
devote more of their pro bono efforts to
providing service to low-income people
with “everyday legal problems,” which in-
clude family law, estate planning and wills,
landlord-tenant/housing, and consumer
issues
3
—i.e., areas in which solo and small
firm attorneys tend to have expertise. Us-
ing the strategies above, solo and small
firm attorneys can help meet this need in
a way that is also beneficial to their overall
practice—a win-win that benefits us all. l
Sarah Babcock
Pro Bono Director
Lawyers for Equal Justice
Endnotes
1. Supporting Justice III: A Report on the
Pro Bono Work of America’s Lawyers,
American Bar Association Standing
Committee on Pro Bono and Public
Service, 5 (2013).
2. Leslie C. Levin, Pro Bono Publico in a
Parallel Universe: The Meaning of Pro
Bono in Solo and Small Law Firms, 37
Hofstra L. Rev. 699, 699 n. 5 (2009).
3. Supporting Justice III, supra note 1, at 12
n. 21, 34.
PRO BONO
STATE BAR OF GEORGIA
RESOURCE CENTER
probono@gabar.org @probono_ga
We can help you do pro bono!
Law practice management support on pro bono issues
Professional liability insurance coverage
Free or reduced-cost CLE programs and webinars
Web-based training and support for pro bono cases
Honor roll and pro bono incentives
Visit www.gabar.org / www.GeorgiaAdvocates.org
54 GEORGIA BAR JOURNAL
GBJ | Section News
State Bar Bike Law
Section Rolls In
In June, the State Bar of Georgia’s Board of Governors approved the
creation of a new section, the Bike Law Section. The Journal sat down with
four members of the Bar, all active cyclists, who proposed the section:
Damon Elmore, Gerry Weber, Bruce Hagen and Drago Cepar Jr. Here’s what
they had to say about the section and why you should help support it.
GBJ: 
section of the Bar. What is the purpose and
what will it do?
DAMON: We proposed the creation of
the Bike Law Section (bicycle or cycling,
not motor) to serve the legal profession
and the public, by creating, interpret-
ing and advancing laws that protect,
guide and promote cyclists/cycling. Here
are two examples of what it will explore.
First, the nuances and legal arguments of
a cycling injury case can be substantially
different from standard personal injury
matters, much like distinctions have
been made with trucking, public carrier
and other injury cases. That’s on the legal
side. Second, the section will work with
our legislative team and advocacy groups
to explore new innovations and new is-
sues to address with legislation, such as
urban planning and infrastructure im-
provements. This will undoubtedly also
include exploring issues like helmet use,
bicycling under the influence, bikers tak-
ing control of lanes, sidewalk riding, bi-
(Left to right) Bruce Hagen, Gerry Weber,
Drago Cepar Jr. and Damon Elmore.
PHOTO BY SARAH I. COOLE
2017 OCTOBER 55
cycles as vehicles, “rolling” or “dead red”
stops, and other laws and issues.
GBJ: Will the section be able to support advo-
cacy groups and promote innovative laws and
policy designed around urban planning and
infrastructure improvements?
GERRY: With more and more people us-
ing non-car paths to work and play, there
is a growing need to make sure infra-
structure plans take this population into
account. There are a number of local and
statewide groups focused on making the
streets safer and more useable for bikers
and pedestrians, in both urban and rural
areas. The section will work with these
organizations so they can talk about their
issues and ideas in a language that local
and state governments understand.
GBJ: Your practice involves lawsuits and
-
lar basis. How can this section work to protect
cyclists and motorists, and improve our laws?
BRUCE: I would like to see this section
involved with education and advocacy
projects as well as continuing our efforts
on police, driver and bicyclist training.
Through better understanding of the law,
including both the rights and responsi-
bilities for people on bikes, the roads in
Georgia will become a safer place to ride.
I also believe that we can be very influ-
ential in helping our state and local gov-
ernments make meaningful infrastructure
improvements that will make sense for
their communities while making roads
safer for people both on bikes and in cars.
GBJ: 
the Bar, including the work of the Bar’s At-
torney Wellness Committee and the Lawyers
Living Well program. How do you believe this
section could support or promote that initia-
tive through its work?
Ready? Set? Go!
Distance or time? An honest answer would be both. I take advantage
of any time I can get in the saddle. When I do, I love to go as far as I
can. That’s fair, right? —Damon Elmore
Arriving or departing? As they say: It’s not the destination—it’s the
journey. So I would say neither. Although after a long ride or a race,
it can be good to arrive at a destination and relish in that sense of
accomplishment. —Drago Cepar Jr.
Two bikes or n+1? You can never have too many bikes. Support your
local bike shop and go buy a bike. —Bruce Hagen
Road riding or other? I bike about 7,000 miles a year. It’s how I get
groceries, get to work and meetings, and even grab a beer after
work. And when I’m on the bike, there is no hair pulling because of
traffic. —Gerry Weber
Race or chill pace? What’s the hurry? Slow down, enjoy the scenery
and have fun. We all have fast-paced lives as lawyers. When I get on
my bike, I like a slow roll. —Bruce Hagen
Ascending or descending? Anyone who knows me knows I am
allergic to hills. On top of that, I love the feeling of cresting, and then
heading down a hill or mountain swiftly. It’s a plus if I happen to pass
people on the way. —Damon Elmore
Adventure or commute? There is some adventure in every commute,
ride or race. I was recently able to take a few seconds to enjoy the
view from Sand Mountain during a 69-mile USA Cycling-sanctioned
race near Chattanooga. The weekend before that, I commuted to the
Grant Park Criterium race. You can almost have it all. —Drago Cepar Jr.
Favorite place to bike in Georgia? I have a cabin near Dahlonega,
and my favorite day is biking from the cabin to a river to see if the
trout are friendly. Sometimes you are on a road, but it’s even better
when you make a road through the woods! —Gerry Weber
Bike Talk
56 GEORGIA BAR JOURNAL
DRAGO: A rising tide lifts all boats. Well-
ness derived from an active lifestyle is the
same for lawyers and non-lawyers—so a
general approach is in order. It wasn’t un-
til the recession that we saw an increase
in “utility” cycling across the country—
triggered by necessity and revealing the
extra benefits along the way. Law often
lags behind social change. I think one of
the opportunities for this section will be
to examine what changes in the law may
be helpful to facilitate promotion of bik-
ing within the larger framework of active
lifestyles and ultimately increase the qual-
ity of life in our communities as well as
that of our Bar members.
GBJ: If someone is not a cyclist, or is a begin-
ner at best, why is this section for them?
BRUCE: Cyclists are human beings from
all walks of life. You may not ride, but you
know many people who do so regularly.
If you drive a car, chances are that you’ve
encountered people on bikes too. As law-
yers, let’s help lead the way to fostering
an environment where people can make
safe choices about how they choose to get
around, whether for work, recreation,
sport or just plain fun.
GBJ: During the development of the section,
there was talk about collaboration and ex-
change of ideas with other sections and com-
mittees of the Bar. What are those committees
and how will this collaboration take place?
GERRY: Of course, the Attorney Well-
ness Committee is a natural fit for the
Bike Law Section. Cycling can have an
amazing impact on the body and mind.
Some folks’ best ideas for a legal strategy
happen in the shower, but for my money,
I hop on a bike and the ideas just flow!
On the section front, there will be a lot
of intersections with the Local Govern-
ment Law Section on infrastructure, and
the Tort & Insurance Law and General
Practice & Trial Law sections on litigation
issues. As a primary mode of transporta-
tion for a growing number of people, laws
related to bikes cut across a large swath
of civil and criminal law, and almost ev-
ery section could potentially gain insight
from our members. l
Ready to join? Visit www.gabar.org > Member
Login > Section Membership > Join Sections.
Questions? Email [email protected].
PHOTO BY SARAH I. COOLE
(Left to right) Gerry Weber, Drago Cepar Jr., Bruce Hagen and Damon Elmore are all active cyclists and proposed the new Bike Law Section.
N
E
W
S
E
C
T
I
O
N
!
J
O
I
N
N
O
W
!
The State Bar of Georgias 49 sections provide newsletters,
programs and the chance to exchange ideas with other
practitioners. Section dues are very aordable, from $10-$35.
Join one {or more} today by visiting www.gabar.org > Member
Login > Section Membership > Join Sections. Questions?
Email Section Liaison Derrick Stanley at derricks@gabar.org.
BIKE
LAW
JOIN A STATE
BAR SECTION
its time to
The Bike Law Section will study,
review and/or initiate proposed
law, policy or legislation
promoting and protecting
cycling and cyclists, and provide
information regarding the unique
legal aspects and application
of legal principles common to
cycling and cycling advocacy.
58 GEORGIA BAR JOURNAL
GBJ | Member Benets
One of the most common requests
received from State Bar members is help in
choosing a health insurance plan for them-
selves, their families and for their firms.
In October 2009, then-Executive Director
Cliff Brashier made this observation in his
Bar Journal article where he detailed the
long, arduous task undertaken by the Mem-
ber Benefits Committee to find a solution
and present it to the Board of Governors.
Earlier that year, the 147-member gov-
erning body selected BPC Financial (now
known as Member Benefits, Inc.) as the
recommended broker for members’ health,
dental and vision plans.
For the past eight years, we have been
able to respond to that request confidently
by directing members to the private insur-
ance exchange website built by Member
Benefits, Inc., whereupon they are able to
find the best possible plans for their indi-
vidual situations. This has been a welcome
and timely benefit for our members with
the current disruption in the health insur-
ance industry. Many of you have taken
advantage of this service and expressed
your satisfaction. I hope this article will be
welcome news to those who are not aware
of this benefit.
The State Bar’s Private Insurance Ex-
change is a multi-carrier private exchange
designed for members, their staff and de-
pendents. Available to both individuals
and employer groups, the exchange offers
a wide range of health insurance choices
and more with a consumer-friendly ap-
proach to purchasing insurance coverage.
Individuals that do not qualify for a gov-
ernment subsidy may purchase a qualified
health plan on a private exchange. Con-
sumers may view plans from many insur-
ance carriers, compare benefits and costs,
and make purchasing decisions based on
their specific health needs and budget.
If you are an employer, the employer
group solution is a particular advantage
because it enables you to offer a simple way
for your employees to shop for insurance
and other benefits by creating your own
private health exchange. With defined
contributions, you give your employees a
set amount of money to spend on benefits
and they use that money to shop for the
coverage that meets their individual needs.
So instead of offering a “one-size-fits-all”
health and benefits package, you empower
your employees to choose the combination
of coverage that’s just right for them.
Find the Private Insurance Exchange un-
der the Attorney Resources tab on the State
Bar website under Insurance Offerings (see
fig. 1). Access the website by clicking on the
image (see fig. 2). Once you enter the Pri-
vate Health Exchange, you have access to
all available benefits for individuals, families
and business (see fig. 3). Simply choose a
Member Benets:
Providing Bar Members
with a Private Insurance
Exchange for Health, Dental,
Vision and More
The State Bar’s Private Insurance Exchange is a multi-carrier private exchange designed
for members, their sta and dependents. Benets oered include medical, disability, life,
long-term care and professional liability insurance.
BY SHEILA BALDWIN
2017 OCTOBER 59
product and register by entering basic in-
formation, which will enable you to review
quotes from leading insurance providers
side by side. At this point use the deci-
sion support tool or speak with a licensed
benefits counselor dedicated to help mem-
bers of the State Bar of Georgia. Once you
make your decision, fill out and submit the
online application.
Chip Trefry, Member Benefits CEO,
has expanded the list of benefits available
on the exchange to include disability, life,
long-term care and professional liability
insurance. These products and more are
found on the homepage of the exchange
website. If you have additional questions
and are unable to find the answer on the
website, contact Member Benefits by
clicking the contact link on the top right
of the homepage, or call 800-282-8626.
The Private Insurance Exchange, a
benefit that the State Bar of Georgia ex-
tends to its members through its affiliation
with Member Benefits, Inc., is increasing
in value as the insurance market responds
to recent volatility. Heathcare.gov has an-
nounced that the 2018 Open Enrollment
Period runs from Nov. 1 to Dec. 15, 2017,
and plans sold during open enrollment
start Jan. 1, 2018. It’s best to begin your
search sooner than later, so take a minute
and register today rather than wait until
the market gets crowded at the end of the
year. We hope you will find this benefit
useful to you. Please contact me at any
time about this and other member benefits
at [email protected] or 404-526-8618. l
Sheila Baldwin
Member Benefits Coordinator
State Bar of Georgia
2
3
1
60 GEORGIA BAR JOURNAL
GBJ | Writing Matters
Fact Statements Part II:
More than “Just the Facts”
This article addresses the importance of getting specic with your
language and the use of charts and graphs.
BY MEGAN E. BOYD
This is the second of a two-part
installment of “Writing Matters” focused
on improving statements of fact.
Get Specific
Specific language is much more persua-
sive than vague generalities. Consider the
difference in the following sentences:
l
Maxwell suffered terrible injuries in
the accident.
l
First responder James Holmes, a
20-year veteran of the Oaklawn
Fire Department, described Max-
well’s injuries as “some of the most
severe [I’ve] ever seen,” noting that
Maxwell’s right femur had “broken
through the skin by several inches”
and was “clearly visible.”
Similarly, using a party’s own testimo-
ny or writings is often more effective than
summarizing the content.
l
Bornwell intentionally breached the
contract.
l
Bornwell’s president has admitted
it breached the contract. She sent
the following email to Graphix on
May 1, 2017: “I know we agreed to
purchase 50,000 brochures, but we
ISTOCK.COM/BAONA
2017 OCTOBER 61
simply do not need as many as we
thought we would.”
An excellent example comes from Paul
Clement’s brief on behalf of Hobby Lobby
in litigation before the Supreme Court
over whether the Affordable Care Act
requires Hobby Lobby to provide certain
health care coverage. Clement sought to
show that Hobby Lobby and its owners,
the Greens, “organized their businesses
with express religious principles in mind.”
Why? Because Hobby Lobby and the
Greens argued that under the Religious
Freedom Restoration Act of 1993, they
cannot be required to provide coverage
for contraceptives when doing so violates
their religious beliefs.
But Clement does not stop with that
statement. He gives explicit examples of
ways in which the Greens’ faith guides
their operation of Hobby Lobby:
Hobby Lobby’s official statement of
purpose commits the company to
“[h]onoring the Lord in all we do by
operating the company in a manner
consistent with Biblical principles.”
The Greens operate Hobby Lobby. . .
through a management trust they cre-
ated, of which each Green is a trustee.
The Greens each signed a Statement
of Faith and a Trustee Commitment
obligating them to conduct the busi-
nesses according to their religious be-
liefs, to “honor God with all that has
been entrusted” to them, and to “use
the Green family assets to create, sup-
port, and leverage the efforts of Chris-
tian ministries.”
t t t t t
Hobby Lobby stores close on Sundays,
at a cost of millions per year, to allow
employees a day of rest. Each Christmas
and Easter, Hobby Lobby buys hun-
dreds of full-page newspaper ads invit-
ing people to “know Jesus as Lord and
Savior.” Store music features Christian
songs. Employees have cost-free access
to chaplains, spiritual counseling and
religiously themed financial courses.
t t t t t
Respondents also refrain from busi-
ness activities forbidden by their re-
ligious beliefs. For example, to avoid
promoting alcohol, Hobby Lobby does
Invoice Date
Invoice
Amount
Balance
Carried Forward
Payment
Balance
Due
January 2016 $2,000 $0 -$1,000 $1,000
February 2016 $2,000 $1,000 -$2,000 $1,000
March 2016 $2,000 $1,000 -$900 $2,100
April 2016 $2,000 $2,100 -$1,000 $3,100
May 2016 $2,000 $3,100 -$500 $4,600
June 2016 $2,000 $4,600 -$2,000 $4,600
July 2016 $2,000 $4,600 -$0 $6,600
August 2016 $2,000 $6,600 -$0 $8,600
not sell shot glasses. Hobby Lobby once
declined a liquor store’s offer to take
over one of its building leases, costing
it hundreds of thousands of dollars a
year. Similarly, Hobby Lobby does not
allow its trucks to “back-haul” beer and
so loses substantial profits by refusing
offers from distributors.
1
As we learn in law school, the devil is
in the details, and judges deal in specifics,
not generalities. Clement’s use of specific
statements, advertisements and business
policies undoubtedly helped persuade the
Supreme Court that the Greens exercise
their religion through Hobby Lobby.
Use Charts and Graphs
Charts and graphs are excellent ways to
bring to life certain types of information
that might otherwise “fall flat” if incorpo-
rated into paragraphs in your fact state-
ment.
2
These devices work particularly
well for displaying numbers, showing
overlapping events that occurred over the
passage of time and explaining relation-
ships between key actors in the litigation.
Consider the effectiveness of the fol-
lowing chart, used to explain how a
plaintiff calculated its damage amount:
62 GEORGIA BAR JOURNAL
Similarly, bullet or numbered points
are equally helpful in highlighting mul-
tiple pieces of related information that
might otherwise get lost in the midst of
a paragraph. Consider the effective use of
numbers in a brief Exxon filed in litigation
over the Valdez oil spill. In its statement of
facts, Exxon does not skirt responsibility
for the spill but seeks to show everything
it did post-spill to prevent future disasters:
In addition, Exxon instituted compre-
hensive remedial measures to reduce the
risk of future spills, including: (1) new
navigation policies specifying daylight-
only departures and reduced speeds in
icy conditions, limitations on deviations
from traffic lanes, and increased use of
tug escorts; (2) a technologically ad-
vanced satellite-based navigation tool; (3)
a strengthened policy requiring masters
to remain on the bridge; (4) enhanced
safety training programs; (5) revised al-
cohol policies; (6) improved monitoring
and reporting procedures; (7) random
testing for alcohol or substance abuse;
(8) an absolute prohibition against use
of alcohol by vessel officers while on a
tour of duty; (9) additional mates in port;
(10) new mandatory rest periods; and
(11) strengthened corporate environ-
mental and safety policies, a new
Safety, Environmental and Regula-
tory Department, and a $1 billion in-
dustry-wide program to improve spill
response capability.
3
The issue before the Supreme Court
was whether Exxon could be liable for
punitive damages after it had already
paid several billion dollars in criminal
and civil penalties. Exxon numbers (and
therefore emphasizes) the plethora of
activities it undertook to prevent future
spills, highlighting its corporate respon-
sibility to show that punitive damages
were unwarranted.
These suggestions, and those fea-
tured in the August 2017 installment of
“Writing Matters,” will help you pres-
ent your client’s story in a more thor-
ough and interesting way. l
Megan E. Boyd is an
instructor of law at Georgia
State University College of
Law, where she teaches
Lawyering: Foundations. She
is the author of numerous articles on
legal writing and co-author of Show,
Don’t Tell: Legal Writing for the Real
World. She maintains a legal writing
blog, www.ladylegalwriter.blogspot.com,
and tweets about writing at
@ladylegalwriter.
Endnotes
1. Br. For Resp’ts at 8, Burwell v. Hobby
Lobby Stores, Inc., 573 U.S. ___, 134 S.
Ct. 2751 (2014) (Nos. 13-354, 13-356)
(internal quotations and citations
omitted).
2. Adam L. Rosman, Visualizing the Law:
Using Charts, Diagrams, and Other
Images To Improve Legal Briefs, 63 J.
Legal Educ. 70 (Aug. 2013).
3. Br. for Pet’rs at 4, Exxon Shipping Co. v.
Baker, 554 U.S. 471 (2008) (No. 07-219)
(internal citations and quotations
omitted).
Atlanta
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2017 OCTOBER 63
Professionalism
Committee Celebrates
25th Year of Law
School Professionalism
Orientations
The Professionalism Committee reects upon the last 25 years’
experiences while also looking toward the future.
BY NICOLE G. IANNARONE AND ROBERT ARRINGTON
At the first Orientation on Profession-
alism, then-assistant director of the Chief
Justice’s Commission on Professional-
ism Sally Lockwood told law students
and volunteer lawyer attendees that both
the State Bar’s Professionalism Commit-
tee and Chief Justice’s Commission on
Professionalism “hope that these Orien-
tations on Professionalism will become
a tradition at the law schools.” After the
Professionalism Committee completed
the 25th annual Professionalism Ori-
entations at each of the six Georgia law
schools in August, we can say that the
Professionalism Orientations have tran-
scended tradition to become part of the
foundational professional development
education of thousands of lawyers.
The dual aims Lockwood described
at the inaugural program remain: “to
demonstrate the unity among the law
schools, the organized bar, practitioners
and the judiciary in the move to raise the
GBJ | Professionalism Page
First-year law students at the University
of Georgia School of Law participate in a
breakout group.
PHOTO BY TERIE LATALA
64 GEORGIA BAR JOURNAL
professional aspirations of lawyers in this
state.” Each year, several dozen judges
and lawyers from every practice area do-
nate their time to underscore the impor-
tance of professionalism. From the group
leaders’ perspective, professionalism is
something they have learned through
experience, both their own when faced
with hard choices and by observing law-
yer colleagues. In both cases, they learn
from positive and negative examples and
use them to craft their identity as a pro-
fessional attorney. While law students
know they want to be a professional at-
torney, they have not yet had any experi-
ence in the law, and they look for role
models to help them identify what steps
they should take to develop a professional
identity as a lawyer. Professionalism Ori-
entations help jump start students’ pro-
fessional identity formation and equip
them with a framework for approaching
professionalism issues. The program also
introduces them to lawyers who further
offer their time to meet and talk after the
formal program concludes.
Students are not the sole learners in
the Professionalism Orientation program.
When we hear from discussion group
leaders, they tell us that the value of the
program is not what they give, but what
they get: the ability to welcome the new-
est entrants into our great profession and
learn from them. Orientation group lead-
er Jessica Jay Wood says of her experience
this year: “I got some spectacularly kind,
insightful, and wise messages today from
law students and younger attorneys who
think I’m mentoring them. Plot twist:
They are reverse-stealth-mentoring me.”
As we reflect upon the last 25 years’ ex-
periences, we are also looking toward the
future. The Professionalism Committee is
conducting a top-to-bottom review of the
entire Professionalism Orientation Pro-
gram. Our goal is to foster a deeper part-
nership with the faculties, administrators
and students at each of the Georgia law
schools. We want to ensure our model
program is current, comprehensive and
compelling. We will work with our law
school administration and student part-
ners to identify and address the issues
they find most relevant.
Last year, the Professionalism Com-
mittee’s dedicated volunteers expanded
the outreach program, in which we asked
second- and third-year students for their
feedback and suggestions on how to im-
prove the orientations. It was highly suc-
cessful, and the resulting changes were
well-received by the schools. We look
forward to expanding that program this
year, with the possibility of having se-
nior students actively participate in the
orientations to relay their personal expe-
riences dealing with many of the issues
discussed in the breakout sessions. Be-
cause professional identity formation is
so crucial to students’ development, we
are looking to expand the orientation to
include a Winter/Spring program for
second- and third-year students.
The solid foundation of the past will
guide us in our efforts to further grow and
expand the Professionalism Orientation
Program. We hope you will join us and
share your input, ideas and experiences as
we look toward the next 25 years. l
Nicole G. Iannarone
Chair, State Bar Professionalism Committee,
Assistant Clinical Professor, Investor
Advocacy Clinic

Robert Arrington
Vice Chair, State Bar Professionalism
Committee, Managing Partner
Arrington Owoo PC
Hon. Eric Richardson addresses students at
Atlanta’s John Marshall Law School.
PHOTO BY TERIE LATALA
Georgia State University College of Law students take the oath of professionalism given by
Justice David Nahmias.
PHOTO BY TERIE LATALA
2017 OCTOBER 65
2017 Law School Orientation
on Professionalism Volunteers
Atlanta’s John Marshall
Law School
Roy P. Ames
S. Kent Buis
Shiriki L. Cavitt
Antoinette S. Clarington
Willie G. Davis Jr.
David S. DeLugas
Hon. Donald R. Donovan
Robert P. Duda
Randall W. Duncan
Hassan H. Elkhalil
John D. Fichtner
Thomas E. Griner
Anthony A. Hallmark
Elizabeth A. Higgins-Brooks
Charis L. Johnson
Lilia A. Kim
Staci J. Miller
Manoj K. Mishra
Joseph G. Mitchell
Taewoo P. Nam
William D. NeSmith III
Robert E. Norman
Aisha H. Oliver-Staley
Irvan A. Pearlberg
Melvin Raines II
Timothy J. Santelli
Timothy Schwarz
Nolan M. Slifko
E. Y. Teague
R. Kyle Williams
Shaheem M. Williams
Emory University
School of Law
Silas W. Allard
Amber N. Arnette
Prof. Thomas C. Arthur
Sarah T. Babcock
Prof. Margo A. Bagley
B. Phill Bettis
Natanya H. Brooks
Jay D. Brownstein
Brandon A. Bullard
Mark G. Burnette
P. Todd Carroll
Shiriki L. Cavitt
Dean Benjamin J. Chapman
Sarah C. Cipperly
Valerie E. Cochran
Darryl B. Cohen
Lawrence A. Cooper
Prof. Nancy R. Daspit
Theodore H. Davis Jr.
Hon. Donald R. Donovan
Gregory M. Eells
Dean A. James Elliott
Jennifer G. Fernandez
Elizabeth L. Fite
Amy M. Flick
Angela R. Fox
Christina Glon
Hon. Timothy Hagan
Michelle M. Henkel
Oni A. Holley
L. R. Chester Jennings
Jason H. Kang
Payal K. Kapoor
Deborah G. Krotenberg
James T. Langford
Avery Le
Rhani M. Lott
Hon. T. David Lyles
Kevin A. Maxim
Hon. Christopher J. McFadden
Robert E. Norman
Justin L. Norman
Molly H. Parmer
Sumita Dalmia Patel
Prof. Sue Payne
Jonathan B. Pierce
Hon. James R. Puhger
Rebecca Purdom
Hon. William M. Ray II
Mark A. Rogers
Prof. Jennifer M. Romig
Dean Ethan Rosenzweig
Prof. Robert A. Schapiro
Prof. Julie R. Schwartz
Timothy Schwarz
Dr. Jessica A. Seares
Prof. Sarah M. Shalf
Dean Rita A. Sheffey
Prof. George B. Shepherd
Margaret E. Strickler
J. Darren Summerville
Catherine C. Vandenberg
Prof. Randee J. Waldman
Kirsten L. Widner
Stacy B. Williams
Keely M. Youngblood
Prof. Paul J. Zwier
Georgia State University
College of Law
Hon. Justin S. Anand
Karen E. Bain
Hon. Paul W. Bonapfel
Sandra Kaye Bowen
James E. Carlson
Kendall W. Carter
Shiriki L. Cavitt
Gene Chapman
Hon. Kimberly A. Childs
Rory S. Chumley
Isaiah D. Delemar
David S. DeLugas
Hon. Stephen Louis A. Dillard
Hon. Donald R. Donovan
Sterling P. Eaves
David H. Glass
Dan R. Gresham
Amy M. Hoffman
Hon. Stacey K. Hydrick
Prof. Nicole G. Iannarone
Prof. Kendall L. Kerew
Rachel Louise King
Hon. Cassandra Kirk
Roger F. Krause
Thomas E. Lavender
Katie K. Leonard
Hon. Leigh Martin May
Kerry E. McGrath
Hon. Carla Wong McMillian
Hon. Shukura Millender
Staci J. Miller
John R. Monroe
Amanda L. Morin
Hon. David E. Nahmias
Jody L. Peskin
Adelle Petersen
Hon. William M. Ray II
Hon. Randolph G. Rich
Hon. Brian M. Rickman
Kathryn A. Rookes
Michael N. Rubin
Claudia S. Saari
Hon. Kimberly W. Schroer
Frank B. Strickland
Hon. Wesley B. Tailor
Elizabeth V. Tanis
Michael J. Tempel
John P. Thielman
Kathleen A Wasch
Richard A. Wingate
Jessica Jay Wood
Mercer University
School of Law
Bryan O. Babcock
Hon. M. Anthony Baker
Carolyn J. Baumgarner
Leslie L. Cadle
Elizabeth Ashli Carr
Justin Allen Chin
Lisa R. Coody
Cory P. DeBord
James M. Donley
James E. Elliott Jr.
Megan A. Glimmerveen
Zandra V. Hall
Robert F. Hamilton
James W. Hays
Hon. Render M. Heard Jr.
Stephen J. Hodges
Nicole S. Holcomb
Paula E. Kapiloff
Kevin Kwashnak
Donald L. Lamberth
Virginia Robinson Magruder
David H. McCain
Rebecca C. Moody
William D. NeSmith III
Elizabeth P. O’Neal
Hon. Samuel D. Ozburn
Mary E. Tolle
Edward Spencer Tolley
Savannah Law School
Hon. Thomas L. Cole
Falen O. Cox
Charles E. Dorr
Mark G. Kelso
William H. McAbee II
Joseph D. Newman
Michael E. Silverman
Hon. Jerome J. Stenger
University of Georgia
School of Law
Doug G. Ashworth
Elizabeth D. Barwick
William D. Barwick
Hon. Eric A. Brewton
Hon. Dean C. Bucci
Scott D. Cahalan
Albert Caproni III
Walter S. Cohen
Natalie G. Cox
Hon. David P. Darden
Charles E. Dorr
Jehan Y. El-Jourbagy
Whitney L. Greene
Adam L. Hebbard
Donald E. Henderson
G. Wayne Hillis Jr.
Thomas C. Holcomb
Behrouz Kianian
David A. Kleber
John Knox Larkins III
John K. Larkins Jr.
Jean Goetz Mangan
Allison E. McCarthy
Wylencia H. Monroe
William L. Nabors Jr.
Veronica M. O’Grady
Lara Ortega
Tracy L. Rhodes
Sarah M. Stephens
Donald C. Suessmith Jr.
Henry C. Tharpe Jr.
Torin D. Togut
Tash J. Van Dora
Thomas L. Walker
C. Knox Withers
66 GEORGIA BAR JOURNAL
GBJ | In Memoriam
In Memoriam honors those
members of the State Bar of
Georgia who have passed
away. As we reflect upon the
memory of these members, we
are mindful of the contribu-
tions they made to the Bar.
Each generation of lawyers is
indebted to the one that
precedes it. Each of us is the
recipient of the benefits of the
learning, dedication, zeal and
standard of professional
responsibility that those who
have gone before us have
contributed to the practice of
law. We are saddened that they
are no longer in our midst, but
privileged to have known them
and to have shared their
friendship over the years.
G. MICHAEL AGNEW
Pine Mountain, Ga.
University of Georgia
School of Law (1971)
Admitted 1971
Died July 2017
WILLIAM F. BARTEE JR.
Atlanta, Ga.
Emory University School
of Law (1966)
Admitted 1965
Died July 2017
BRUCE H. BEERMAN
Sandy Springs, Ga.
University of Georgia
School of Law (1974)
Admitted 1974
Died July 2017
PAULA EVADNE BONDS
Atlanta, Ga.
Northwestern University
Pritzker School of Law
(1979)
Admitted 1981
Died July 2017
ROBERT E. MULHOLLAND
Atlanta, Ga.
Emory University School
of Law (1985)
Admitted 1985
Died August 2017
WILLIAM C. O’KELLEY
Atlanta, Ga.
Emory University School
of Law (1953)
Admitted 1952
Died July 2017
R. NATHANIEL RACKETT III
Savannah, Ga.
Antioch School of Law
(1979)
Admitted 1979
Died July 2017
WILLIAM ELIJAH
REDDICKS III
Atlanta, Ga.
Woodrow Wilson College
of Law (1980)
Admitted 1991
Died July 2017
JOSEPH EDWARD
ROSSMAN
Dublin, Ga.
Atlanta Law School (1994)
Admitted 1995
Died May 2017
CHARLES R. SMITH
Cumming, Ga.
Woodrow Wilson College
of Law (1956)
Admitted 1956
Died July 2017
JULIUS WATSON WILLIAMS
Gainesville, Ga.
Woodrow Wilson College
of Law (1985)
Admitted 1985
Died February 2017
WESLEY THEODORE WISE
Warner Robins, Ga.
Mercer University Walter
F. George School of Law
(1996)
Admitted 1996
Died June 2017
J. D. FLEMMING JR.
Atlanta, Ga.
Emory University School
of Law (1967)
Admitted 1966
Died July 2017
GORDON GRANT
GREENHUT
Decatur, Ga.
Woodrow Wilson College
of Law (1979)
Admitted 1982
Died August 2017
PEYTON S. HAWES JR.
Atlanta, Ga.
University of Virginia
School of Law (1963)
Admitted 1964
Died July 2017
LEWIS C. HORNE JR.
Atlanta, Ga.
Harvard Law School
(1976)
Admitted 1976
Died February 2017
JACKIE KLEINER
Bronx, N.Y.
New York Law School (1964)
Admitted 1964
Died July 2017
ADRIANA F. KLICH
Mechanicsburg, Pa.
Potomac School of Law
(1979)
Admitted 1979
Died August 2017
GARY S. MEINKEN
Atlanta, Ga.
Atlanta’s John Marshall
Law School (1984)
Admitted 1984
Died July 2017
LAWTON MILLER JR.
Macon, Ga.
University of Georgia
School of Law (1962)
Admitted 1961
Died June 2017
MORRIS E. BRASWELL
Sautee Nacoochee, Ga.
Atlanta’s John Marshall
Law School (1978)
Admitted 1978
Died February 2017
LAURENCE L.
CHRISTENSEN
Marietta, Ga.
Emory University School
of Law (1976)
Admitted 1976
Died July 2017
CHARLES RONALD CLONTS
Kennesaw, Ga.
Georgia State University
College of Law (1989)
Admitted 1989
Died May 2017
SHARON ANN COBB
Bradenton, Fla.
Emory University School
of Law (1987)
Admitted 1987
Died July 2017
JAMES J. DALY JR.
Warner Robins, Ga.
Mercer University Walter
F. George School of Law
(1974)
Admitted 1974
Died July 2017
LEIGHTON B. DEMING JR.
Cumming, Ga.
Atlanta’s John Marshall
Law School (1973)
Admitted 1974
Died July 2017
JOSHUA MICHAEL DUMAS
Woodstock, Ga.
Atlanta’s John Marshall
Law School (2013)
Admitted 2013
Died June 2017
DAVID CYRUS FARSHY
Atlanta, Ga.
Atlanta Law School (1978)
Admitted 1982
Died July 2017
2017 OCTOBER 67
If you were lucky
enough to be chosen
to be a law clerk
to Judge William
C. O’Kelley, you
were guaranteed a
memorable and en-
joyable clerking ex-
perience. Judge, as
we called him, ran
his courtroom and
his chambers with
intelligence, grace
and good humor,
and mentored all his
clerks throughout our legal careers. He ran happy
chambers and inspired us all with his example
as a judge and lawyer, and as a person.
Judge O’Kelley died on July 5, 2017, at age 87 af-
ter a brief illness. He virtually died in the saddle,
barely six weeks after his last day in the court-
room. Dying in the saddle would have pleased
this former Eagle Scout and life-long horseman
and outdoors man, who loved his fishing trips
and horses almost as much as judging. Judge
was also a devoted family man; he and his wife
Ernestine Allen O’Kelley, known as Teeny, had
two children, Leigh and Bo, and several grand-
children and great grandchildren, all of whom
he adored. He was loved by his family, his court
staff and his law clerks, and was respected and
admired by his fellow judges and lawyers.
Judge served in the U.S. Air Force after at-
tending Emory University and its School of
Law. He never forgot that he had been granted
a scholarship to Emory and was a life-long
supporter, both financially and with his time,
serving as a member of the Emory Board of
Trustees. Emory rewarded him in 2014 with its
highest alumnae distinction, the Emory Medal,
and included him in the Emory 100. While at
Emory, he joined the Sigma Chi Fraternity and
later served on the Sigma Chi Foundation as a
board member and then governor emeritus. He
was recognized as a Significant Sig honoree.
In 2005, his law clerks established the Judge
William C. O’Kelley Endowed Scholarship in
honor of his birthday.
Appointed to the bench by President Richard
Nixon, O’Kelley was confirmed by the Senate and
took office in October 1970. During his tenure, he
was entrusted by three Chief Justices—Burger,
Rehnquist and Roberts—to handle some of the
most sensitive special assignments and to serve
on committees involved in the administration of
the federal judicial system. He served as one of
the first members of the Foreign Intelligence Sur-
veillance Court, hearing surveillance cases dur-
ing the Iran hostage crisis. In addition, he served
on the Alien Terrorist Removal Court. He was
elected by his colleagues in the 11th Circuit as its
first representative on the Judicial Conference of
the United States, the administrative body of the
federal courts.
As a trial judge, he heard some of the most sig-
nificant cases to be tried in Atlanta courts. In Feb-
ruary 1974, Atlanta Constitution editor Reg Murphy
was kidnapped and held for two days by William
Williams. After two trials overseen by O’Kelley,
Williams was convicted and received a 40-year
jail sentence. For nearly two decades from the
1970s into the 1990s, O’Kelley oversaw the long
process of desegregating the DeKalb County
School District. He also ruled in a copyright case
of civil rights leader Dr. Martin Luther King Jr.’s
1963 I Have a Dream speech, and a case involv-
ing the placement of the Ten Commandments
in a public place. O’Kelley took senior status in
1996, continuing to hear trial cases on a selective
basis and sitting when needed with panels of the
U.S. Court of Appeals for the Third, Sixth and 11th
Circuits.
We will all—his family, his court family, his law
clerks, the legal community and this country—
miss him and remember his long and faithful
service with gratitude. Godspeed, Judge, and may
there be fishing in heaven.
l
Elizabeth Kohn served as a law clerk to Hon. William
C. O’Kelley, U.S. District Judge, Northern District of
Texas, after graduation from law school.
A Tribute to Judge OKelley
by Elizabeth Kohn
68 GEORGIA BAR JOURNAL 2017 OCTOBER 69
OBITUARIES
Sharon A. Cobb of Bradenton, Fla., died in July
2017. She grew up in Birmingham, Ala., where she
graduated from Birmingham Southern University.
She continued her education at Georgia State Uni-
versity, receiving her Master’s degree in English
and her J.D. at Emory University’s School of Law.
Cobb attended Emory University as a Robert W. Woodruff
fellow and wrote for the Law Review. Emory honored Cobb with
the Attorneys’ Title Guaranty Fund as well as induction into
The Order of the Coif. She served as clerk for Hon. William
Acker in the U.S. District Court for the Northern District of
Alabama, Birmingham Division. She then associated with Paul
Hastings before contracting her legal services for an extensive
period of time to BellSouth. Cobb also enjoyed her professorship
at Emory, instructing first-year law students in legal writing and
research. The law she practiced from day to day was a passion that
was seen by all those around her.
Robert E. “Mully” Mulholland died in August
2017. He was born in February 1957 in Denville,
N.J., and grew up in Lake Valhalla, Montville, N.J.
After receiving his Bachelor’s and Master’s degrees
from Catholic University in Washington, D.C., he
received his J.D. from Emory University School of
Law. He was the founding member of Mulholland & Sutlive, LLC.
Before starting his firm, he was a litigator with several of the most
prominent insurance defense firms in the southeast, and started
a plaintiff’s practice. Before becoming an attorney, Mulholland
worked as a social worker. He credited the experience of being the
primary advocate for these patients as the main reason he became
a forceful champion for catastrophically injured individuals in his
practice.
During his career, Mulholland was a member of the State Bar
of Georgia, the American Bar Association, the Georgia Trial
Lawyers Association, the Southern Trial Lawyers Association,
the Million Dollar Advocates Forum and the American Associa-
tion for Justice. He was admitted to practice in the U.S. District
Court for the Northern and Middle Districts of Georgia, and the
11th Circuit Court of Appeals, in all Georgia trial courts and the
Supreme Court and Court of Appeals of Georgia. He was also
admitted to the U.S. Supreme Court.
His loyalty, integrity and generosity to others in need were
well known. Mulholland was sober for more than 21 years, dur-
ing which he dedicated his time to helping others gain sobriety.
He touched hundreds of people in his work and personal life,
leaving them better for having known him and setting the stan-
dard for others to follow. His profound impact on others cannot
be overstated. He lived his life in sober appreciation for the gifts
he was given. He shared that appreciation in his actions with
all who were fortunate enough to know and love him. In lieu
of flowers, donations may be made to the State Bar of Georgia
Lawyers’ Assistance Program. To do so, please contact Pauline
Childress at [email protected]. l
Memorial Gifts are a meaningful way to honor
a loved one. The Georgia Bar Foundation
furnishes the Georgia Bar Journal with
memorials to honor deceased members of the
State Bar of Georgia. Memorial Contributions
may be sent to the Georgia Bar Foundation,
104 Marietta St. NW, Suite 610, Atlanta,
GA 30303, stating in whose memory they are
made. The Foundation will notify the family
of the deceased of the gift and the name of the
donor. Contributions are tax deductible. Unless
otherwise directed by the donor, In Memoriam
Contributions will be used for Fellows programs
of the Georgia Bar Foundation.
Memorial Gifts
68 GEORGIA BAR JOURNAL 2017 OCTOBER 69
OCTOBER NOVEMBER
17 ICLE: Beginning Lawyers Program
Statewide Satellite Rebroadcast | 6 CLE
19 ICLE: Succeeding in Family Law
Hearings and Trials
Atlanta, Ga. | 6 CLE
19 ICLE: 23rd Annual U.S. Supreme Court
Update
Atlanta, Ga. | 6 CLE
20 ICLE: 33rd Annual Technology Law
Institute
Atlanta, Ga. | 6 CLE
20 ICLE: 24th Annual Securities Litigation
Atlanta, Ga. | 6 CLE
20 ICLE: Advanced Health Care Law
Atlanta, Ga. | 6 CLE
26 ICLE: Adult Guardianship
Atlanta, Ga. | 6 CLE
26-27 ICLE: 36th Annual Business Law Institute
Atlanta, Ga. | 12 CLE
27 ICLE: Trial Advocacy
Statewide Satellite Broadcast | 6 CLE
27 ICLE: Expert Testimony in Georgia
Atlanta, Savannah and Tifton, Ga. | 6 CLE
31 ICLE: From the Nixon White House to
Trump Tower
Atlanta, Ga. | 3 CLE
GBJ | CLE Calendar
1 ICLE: Commercial Real Estate
Atlanta, Ga. | 6 CLE
2 ICLE: Real Property Foreclosure
Atlanta, Ga. | 6 CLE
2 ICLE: Trial Advocacy
Atlanta, Ga., and Statewide Satellite | 6 CLE
2-4 ICLE: 33rd Annual Medical Malpractice
Liability Institute
Amelia Island, Fla. | 12 CLE
3 ICLE: Milich on Criminal Evidence
Atlanta, Ga. | 6 CLE
9 ICLE: Litigation Under 42 Section 1983
Atlanta, Ga. | 6 CLE
9 ICLE: Adult Guardianship
Atlanta, Ga. | 6 CLE
9 ICLE: Trial Advocacy—Rebroadcast
Atlanta, Ga., and Statewide Satellite | 6 CLE
10 ICLE: Keep It Short and Simple (KISS)
Atlanta, Ga. | 7 CLE
10 ICLE: Basic Fiduciary Practice 201
Macon, Ga. | 6 CLE
10 ICLE: Recent Developments in Georgia Law
Atlanta, Ga., and Statewide Satellite | 6 CLE
16 ICLE: VA Accreditation
Atlanta, Ga. | 6.5 CLE
16 ICLE: Recent Developments in Georgia
Law—Rebroadcast
Atlanta, Ga., and Statewide Satellite | 6 CLE
17 ICLE: Contract Litigation
Atlanta, Ga. | 6 CLE
30-DEC 1 ICLE: Defense of Drinking Drivers Institute
Atlanta, Ga. | 6 CLE
70 GEORGIA BAR JOURNAL 2017 OCTOBER 71
DECEMBER
1 ICLE: 47th Annual Employment Law Institute
Atlanta, Ga. | 6 CLE
1 ICLE: AAML Georgia Chapter
Family Law Seminar
Atlanta, Ga. | 6 CLE
1 ICLE: Professionalism, Ethics
and Malpractice
Atlanta, Ga., and Statewide Satellite | 3 CLE
6 ICLE: Advanced Storytelling
and Persuasion for Lawyers
Atlanta, Ga. | 6 CLE
6 ICLE: Update on Georgia Law
Augusta, Ga. | 6 CLE
7 ICLE: Health Care Fraud Institute
Atlanta, Ga. | 6 CLE
7 ICLE: Professionalism, Ethics and
Malpractice—Rebroadcast
Atlanta, Ga., and Statewide Satellite | 3 CLE
7-8 ICLE: Corporate Counsel Institute
Atlanta, Ga. | 12 CLE
8 ICLE: ADR Institute and Neutrals Conference
Atlanta, Ga. | 6 CLE
13 ICLE: 9th Annual Georgia and the Second
Amendment
Atlanta, Ga. | 4 CLE
14 ICLE: Partnership Audit Update
Atlanta, Ga. | 6 CLE
14-15 ICLE: Consumer and Business Bankruptcy
Greensboro/Lake Oconee, Ga. | 7 CLE
15 ICLE: Finance for Lawyers
Atlanta, Ga. | 6 CLE
20 ICLE: The New Negotiation Advantage
Atlanta, Ga. | 6 CLE
Proposed Amendments to the
Uniform Rules for Superior Court
At its business meeting on July 26, 2017, the Council of Su-
perior Court Judges approved proposed amendments to Uni-
form Superior Court Rules 2, 18, 21, 24, and 48. A copy of the
proposed amendments may be found at the Council’s website at
http://georgiasuperiorcourts.org.
Note: To verify a course that you do not see listed, please call the CLE Department at 404-
527-8710. Also, ICLE seminars only list total CLE hours. For a breakdown, call 678-529-6688.
For ICLE seminar locations, please visit www.iclega.org.
GBJ | Notice
Should you have any comments on the proposed changes,
please submit them in writing to the Council of Superior Court
Judges at 18 Capitol Square, Suite 104, Atlanta, Georgia 30334
or fax them to 404-651-8626. To be considered, comments must
be received by Tuesday, Jan. 2, 2018.
70 GEORGIA BAR JOURNAL 2017 OCTOBER 71
Property/Rentals/Office Space
Sandy Springs Law Building for Sale. Beautifully furnished
6579 square foot law building for sale including: two beautiful
and spacious conference rooms; law library; two private en-
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is in a great location directly across the street from the North
Springs MARTA Station; easy access to I-285 and GA 400; and
close to Perimeter Mall, hotels, restaurants, hospitals, etc. Call
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big firm lawyers. Referral work with opportunities. Contact:
CLASS “A” Office Midtown Atlanta. Two furnished offices
(one with window) in prestigious Four Seasons Hotel office
tower on 14th Street in midtown Atlanta. Use of intranet, break/
copy, waiting, and conference rooms included. $2,500/$1,250
per month. Call 404-888-3740 or email [email protected].
Practice Assistance
Estate and Elder Law Attorneys—Generate immediate cash
for your senior or terminally ill clients by negotiating the sale of
their existing life insurance policies. Whitestone Settlements,
LLC, is a licensed life settlement broker based in Roswell, and
we can guide you and your clients through the life settlement
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ing case, please contact Whitestone Settlements at 770-676-
Growing general practice Florida law firm seeks solo prac-
titioners or small law firms in Atlanta and/or Savannah inter-
ested in of counsel / partnership relationships, possibly sharing
some expenses and bidding on contracts. No interest in your
clients or income. Please email [email protected].
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GEORGIA LAWYERS
HELPING LAWYERS
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colleagues who are suering from stress, depression,
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