BAR LEADERS ORIENTATION Resource Manual

Transcription

1 BAR LEADERS ORIENTATION Resource Manual

2 ******************************************************** Board of Governors Contact Information **********************************************************

3 North Carolina Bar Association and North Carolina Bar Foundation Officers & Board of Governors President Title Officers Phone, Fax & Caryn Coppedge McNeill PO Box 2611 Raleigh, NC Phone: Fax: President-Elect Immediate Past President Vice President Vice President Vice President Vice President Vice President Vice President TO BE ANNOUNCED Kearns Davis PO Box Greensboro, NC Judge Richard A. Elmore NC Court of Appeals 1 West Morgan Street Raleigh, NC Judge Richard L. Doughton NC Superior Court PO Box 458 Sparta, NC Judge Robert B. Rader NC District Court PO Box 351 Raleigh, NC Richard E. Myers II UNC School of Law CB #3380 Van Hecke Wettach Hall Chapel Hill, NC Judge Julian Mann III PO Box Raleigh, NC Erna A.P. Womble 380 H Knollwood Street, # 273 Winston-Salem, NC Phone: Fax: kdavis@brookspierce.com Phone: Fax: relmore@coa.state.nc.us Phone: Fax: Richard.doughton@nccourts.org Phone: Fax: Robert.B.Rader@nccourts.org Phone: Fax: rmyers@ .unc.edu Phone: Fax: Julian.mann@oah,nc.gov Phone: Fax: ewomble@clearlybespokeinc.com { DOC}

4 YLD Chair Jason L. Walters PO Box Winston-Salem, NC Phone: Fax: SLD Chair E.D. Gaskins, Jr. PO Box 911 Raleigh, NC Phone: Fax: Term Expiring 2018 Term Expiring 2018 Term Expiring 2018 Term Expiring 2018 Term Expiring 2018 Term Expiring 2018 Term Expiring 2018 Term Expiring 2019 Term Expiring 2019 Term Expiring 2019 Term Expiring 2019 Board of Governors Peter S. Brunstetter 2085 Frontis Plaza Boulevard Winston-Salem, NC Heather W. Culp 1701 South Boulevard Charlotte, NC Michael D. Hearn 938 Berkeley Avenue Charlotte, NC Catherine E. Lee 4700 Homewood Court, Suite 320 Raleigh, NC Kimberly N. Overton 5308 Arete Way Raleigh, NC Jan E. Pritchett 5709 W. Friendly Avenue Greensboro, NC David N. Woods PO Box 2086 High Point, NC Alexander C. Dale PO Box 7068 Wilmington, NC Andrew Jacob Epstein PO Box 189 Raleigh, NC Robert C. Kemp III PO Box 847 Greenville, NC Anna S. Mills 301 S. College Street, Suite 3500 Charlotte, NC Phone: Fax: Phone: Fax: Phone: Fax: N/A Phone: Fax: Phone: Fax: Phone: Fax: Phone: Fax: Phone: Fax: Phone: Fax: Phone: Fax: Phone: Fax: { DOC}

5 Term Expiring 2019 Term Expiring 2019 Term Expiring 2019 Term Expiring 2020 Term Expiring 2020 Term Expiring 2020 Term Expiring 2020 Term Expiring 2020 Term Expiring 2020 Tern Expiring 2020 Allison Mullins 300 N. Greene Street, Suite 2000 Greensboro, NC Gerald L. Walden, Jr. 628 Green Valley Road, Suite 500 Greensboro, NC Kirk G. Warner PO Box 2611 Raleigh, NC John C. Bircher III PO Drawer U New Bern, NC Damon T. Duncan 629 Green Valley Road, Suite 304 Greensboro, NC Theodore C. Edwards II 4309 Emperor Boulevard, Suite 225 Durham, NC Katherine W. Fisher PO Box 7100 Rocky Mount, NC Howard L Gum 47 North Market Street Asheville, NC Robert E. Harrington 101 N. Tryon Street, Suite 1900 Charlotte, NC Tamara J. Stringer BB&T Legal Department 6869 Fairview Road, Floor 2 Charlotte, NC Phone: Fax: amullins@turningpointlit.com Phone: Fax: geraldwalden@thefreshmarket.net Phone: Fax: kwarner@smithlaw.com Phone: Fax: jbircher@whiteandallen.com Phone: Fax: damonduncan@duncanlawonline.com Phone: Fax: tedwards@bankslawfirm.com Phone: Fax: kfisher@bwsw.com Phone: Fax: hgum@gumandhillier.com Phone: Fax: rharrington@rbh.com Phone: Fax: tstringer@carolina.rr.com 5/24/17 { DOC}

6 ******************************************************** Section Chairs and Vice Chair Contact Information **********************************************************

7 SECTIONS/DIVISIONS CHAIR VICE CHAIR CHAIR ELECT as of 3/23/17 ADMINISTRATIVE LAW Janet B. Thoren R. Bruce Thompson, II NC Real Estate Commission Parker Poe Adams & Bernstein LLP {Jacquelyn} PO Box Fayetteville Street, Suite 1400 Raleigh, NC Raleigh, NC P: P: ANTITRUST & COMPLEX Charles Bailey King, Jr. Brian A. Hayles BUSINESS DISPUTES LAW Smith Moore Leatherwood LLP Womble Carlyle Sandridge & Rice LLP 101 North Tryon Street, Suite S. College St. Suite 3500 {Andi} Charlotte, NC Charlotte, NC P: P: F: F: APPELLATE PRACTICE Matthew Nis Leerberg Gregory F. Schwitzgebel III (Gregg) Smith Moore Leatherwood LLP NC League of Municipalities {Kim Crouch/Courtney Denning} PO Box N. Dawson Street Raleigh, NC Raleigh, NC P: P: F: F: BANKRUPTCY Kristin Decker Ogburn Anna B. Osterhout Horack Talley Pharr & Lowndes PA Smith Anderson Blount Dorsett Mitchell & Jernigan LLP {Julie} 301 S College St Ste 2600 PO Box 2611 Charlotte, NC Raleigh, NC P: (704) P: F: (704) F: kogburn@horacktalley.com aosterhout@smithlaw.com BUSINESS LAW Stephen F. Later Benjamin W. Baldwin Robbins May & Rich LLP Robinson Bradshaw & Hinson PA {Jeremy} 120 Applecross Road 101 N. Tryon Street, Suite 1900 Pinehurst, NC Charlotte, NC P: P: sflater@rmrattorneys.com bbaldwin@rbh.com CONSTITUTIONAL RIGHTS Michele Luecking Sunman Patricia C. Perkins & RESPONSIBILITIES NC Prisoner Legal Services Elon University School of Law PO Box N. Greene St. {Andi} Raleigh, NC Greensboro, NC P: P: mluecking sunman@ncpls.org pperkins@elon.edu CONSTRUCTION LAW B. David Carson Robert Jason Herndon Johnston Allison & Hord Parker Poe Adams & Bernstein LLP PO Box Fayetteville St. Suite 1400 {Julie} Charlotte, NC Raleigh, NC P: P: dcarson@jahlaw.com jasonherndon@parkerpoe.com CORPORATE COUNSEL Bradley A. Roehrenbeck Clayton D. Morgan Medcost LLC Duke Energy {Julie} 165 Kimel Park Dr. 401 S. Wilmington Street NCRH 20 Winston Salem, NC Raleigh, NC P: P: broehrenbeck@medcost.com clayton.morgan@duke-energy.com

8 CRIMINAL JUSTICE Bernard Bernie M. Desrosiers Patrick B. Weede Allman Spry Leggett Davis & Crumpler PA US Attorney's Office, Eastern District {Jacquelyn} 380 Knollwood St., Suite Calabria Dr. Unit 216 Winston Salem, NC Raleigh, NC P: (336) P: DISPUTE RESOLUTION LeAnn Nease Brown Nancy Black Norelli Brown & Bunch PLLC Norelli Law PLLC {Julie} 101 N. Columbia Street 1340 Harding Pl Chapel Hill, NC Charlotte, NC P: P: EDUCATION LAW John D. Leidy Chad R. Donnahoo Hornthal Riley Ellis & Maland LLP Campbell Shatley PLLC {Julie} 301 E. Main Street 674 Merrimon Ave. Suite 210 Elizabeth City, NC Asheville, NC P: P: ELDER & SPECIAL NEEDS LAW Casey N. Ferri David W. Silver Conrad Trosch & Kemmy PA The Graham Nuckolls Conner Law Firm PLLC {Julie} 5821 Fairview Road, Suite 405 PO Box 7384 Charlotte, NC Greenville, NC P: P: ENVIRONMENT, ENERGY & Stanford D. Baird NATURAL RESOURCES LAW Brooks Rainey Pearson K&L Gates LLP Southern Environmental Law Center {Andi} PO Box W. Rosemary St. Suite 220 Raleigh, NC Chapel Hill, NC P: (919) P: F: (919) F: ESTATE PLANNING & FIDUCIARY Linda Funke Johnson LAW Rebecca L. Smitherman Senter Stephenson & Johnson Craige Jenkins Liipfert & Walker LLP {Jeremy} PO Box Oakwood Drive, Suite 300 Fuquay Varina, NC Winton Salem, NC P: P: FAMILY LAW Dave E. Holm Heidi C. Bloom Cheshire Parker Schneider & Bryan Wyrick Robbins Yates & Ponton LLP {Jacquelyn} PO Box 1029 PO Box Raleigh, NC 2762 Raleigh, NC P: P: GOVERNMENT & PUBLIC SECTOR Nicolette Fulton Aimee C. Scotton City of Raleigh City Attorney's Office County of Randolph {Andi} PO Box Ryan Nicole Ln Raleigh, NC Greensboro, NC P: P: F: F: HEALTH LAW Jennifer C. Hutchens Kimberly S. Kirk Robinson Bradshaw & Hinson PA Moore & Van Allen PLLC

9 {Andi} 101 N Tryon St Ste N. Tryon St. Suite 4700 Charlotte, NC Charlotte, NC P: P: jhutchens@rbh.com kimberlykirk@mvalaw.com INSURANCE LAW James Jim W. Bryan Deborah J. Bowers Nexsen Pruet Pinto Coates Kyre & Bowers {Julie} PO Box Westmount Drive Greensboro, NC Greensboro, NC P: P: jbryan@nexsenpruet.com DBOWERS@PCKB-LAW.COM INTELLECTUAL PROPERTY LAW David M. Sigmon Angela P. Doughty J Bennett Mullinax LLC Ward and Smith PA {Andi} PO Box PO Box 867 Greenville, SC New Bern, NC P: P: david@mullinaxpatent.com apd@wardandsmith.com INTERNATIONAL LAW & PRACTICE Eric H. Cottrell Jennifer G. Parser Parker Poe Adams & Bernstein LLP Poyner Spruill LLP {Julie} 401 S. Tryon St. Ste 3000 PO Box 1801 Charlotte, NC Raleigh, NC P: P: ericcottrell@parkerpoe.com JParser@poynerspruill.com JUVENILE JUSTICE & LaToya Powell Jennifer Story CHILDREN S RIGHTS UNC School of Government Legal Aid of NC Child Services 3304 Rockland Ridge Drive PO Box 2101 {Andi} Cary, NC Durham, NC P: P: latoya.powell@sog.unc.edu jenr@legalaidnc.org LABOR & EMPLOYMENT LAW M. Ann Anderson Michael A. Kornbluth Taibi Kornbluth Law Group PA {Julie} PO Box Tower Blvd., Suite 800 Pilot Mountain, NC Durham, NC P: P: annanderson681@hotmail.com mak@tklawnc.com LAW PRACTICE MGMT & TECH Pegeen Turner Legal Technology Consultant reference that Jeremy {Jeremy} 2612 Brighthaven Drive sent on Friday, March 17, 2017 Raleigh, NC Decision made March 20, 2017 to pturner@legalcloudtechnology.com not have a VC for LPM&T LITIGATION C. Amanda Martin Philip R. Isley Stevens Martin Vaughn & Tadych PLLC Blanchard Miller Lewis & Isley PA 1101 Haynes Street, Suite Hillsborough St. {Julie} Raleigh, NC Raleigh, NC P L P: amartin@smvt.com pisley@bmlilaw.com MILITARY & VETERANS LAW Matthew Ian Wilcut Gene Brently Tanner Legal Aid of NC Sullivan & Tanner PA {Andi} PO Box Capital Center Drive, Suite 320 Durham, NC Raleigh, NC P: P: mattheww@legalaidnc.org brentleytanner@ncfamilylaw.com

10 REAL PROPERTY Frankie T. Jones, Jr. Eloise "Ellie" D. Bradshaw Smith Moore Leatherwood LLP Patrick Harper & Dixon LLP {Jeremy} 300 N. Greene Street, Suite 1400 PO Box 218 Greensboro, NC Hickory, NC PL P: SOLO, SMALL FIRM & GENERAL R. Matthew Van Sickle PRACTICE Ashley L. Felton Van Sickle Law, PC Felton Banks PLLC {Jeremy} 201 Shannon Oaks Circle, Suite Braxwood Place Cary, NC Raleigh, NC P: P: SPORTS & ENTERTAINMENT Cary Davis D. Erik Albright Robinson Bradshaw & Hinson, PA Smith Moore Leatherwood LLP {Julie} 101 N. Tryon St., Suite 1900 PO Box Charlotte, NC Greensboro, NC P: P: TAX Keith A. Wood Robert "Bob" L. Mendenhall Carruthers & Roth PA Holland & Knight LLP {Jacquelyn} PO Box S. Tryon St. Suite 3600 Greensboro, NC Charlotte, NC P: P: F: WORKERS COMPENSATION Julia S. Hooten Holland B. Ferguson Teague Campbell Dennis & Gorham LLP Oxner & Permar PLLC {Andi} 38 Lotus Pl 3525 Whitehall Park Dr Suite 100 Asheville, NC Charlotte, NC P: (828) P: F: (828) ZONING, PLANNING & LAND USE Thomas C. "T.C." Morphis, Jr. Andrew J. Petesch (Andy) The Brough Law Firm Solo Practitioner {Julie} 1526 E. Franklin St., Suite W. Hargett Street, Suite 500 Chapel Hill, NC Raleigh, NC P: P: PARALEGAL DIVISION (PD) Deborah "Debbie" J. Harris Leslie C. Pegram County of Davidson Office of the County Attorney International Farming Corporation {Jeremy} PO Box Phillipsburg Dr. Lexington, NC Raleigh, NC P: P: F: SENIOR LAWYERS DIVISION E.D. Gaskins, Jr. W. Erwin Fuller, Jr. Everett Gaskins Hancock LLP Brooks Pierce McLendon Humphrey & Leonard LLP PO Box 911 PO Box {Andi} Raleigh, NC Greensboro, NC P: P:

11 YOUNG LAWYERS DIVISION Jason L. Walters Davis & Hamrick LLP will be elected {Jacquelyn} PO Box Jun 17 Winston Salem, NC P:

12 ******************************************************** Committee Chairs Contact Information **********************************************************

13 Committees Chair/Co-Chair Co-Chair Draft 5/19/2017 NCBA Administration of Justice (AOJ) (TBD) Appellate Rules(ARC) (TBD) Awards and Recognitions (Russell) Collaborative Law (TBD) Mike Mitchell Smith Anderson Blount Dorsett Mitchell & Jernigan LLP PO Box 2611 Raleigh, NC Bob Edmunds Jr. 504 Country Club Dr Greensboro, NC Jackie Grant Roberts & Stevens PA PO Box 7647 Asheville, NC (TBD) Chris Lam Bradley Arant Boult Cummings LLP 214 N Tryon St Ste 3700 Charlotte, NC clam@bradley.com Drew Erteschik Poyner Spruill LLP 301 Fayetteville St Ste 1900 Raleigh, NC aerteschik@poynerspruill.com Jonathan Harkavy Patterson Harkavy LLP PO Box Greensboro, NC jharkavy@aol.com Communications (Russell) Continuing Legal Education (Catherine) Neubia Harris Legal Aid of NC PO Drawer 1731 Raleigh, NC neubiaw@legalaidnc.org Roberta King Latham Bennett & Guthrie PLLC 1560 Westbrook Plaza Dr Winston Salem, NC rking@bennett-guthrie.com

14 Committees Chair/Co-Chair Co-Chair Draft 5/19/2017 Convention Planning Advisory (TBD) Future of Law (Erik) Haiti (Julianne) Judicial Independence (JI) (TBD) Law School Liaison (Catherine) Lawyer Effectiveness & Quality of Life (Amber) Jamie Kilbourne Jr. Dungan Kilbourne & Stahl PA 1 Rankin Ave Fl 3 Asheville, NC jkilbourne@dunganlaw.com Kevin Lee Campbell University School of Law 225 Hillsborough St Ste 101 Raleigh, NC leek@campbell.edu David Garrett Nexsen Pruet PLLC 4141 Parklake Ave Ste 200 Raleigh, NC dgarrett@nexsenpruet.com Jon Heyl Smith Moore Leatherwood LLP 101 N Tryon St Ste 1300 Charlotte, NC Jon.heyl@smithmoorelaw.com Rich Leonard Campbell University School of Law 225 Hillsborough St Raleigh, NC leonardjr@campbell.edu Travis Martin 305 Wall Rd Mayodan, NC Travismartin1970@gmail.com Tom Brooke Brooke & Brooke Attorneys at Law PO Box 903 China Grove, NC tmb@brookelaw.com

15 Committees Chair/Co-Chair Co-Chair Draft 5/19/2017 Lawyer Referral Service (Kim Bart Mullikin) Leadership Academy (TBD) Legislative Advisory (TBD) Local Bar Outreach (TBD) Membership (Josh) Membership Value Task Force (Erik) Michael Bertics Lennon Camak & Bertics PLLC 3622 Haworth Dr. Raleigh, NC Roberta King Latham Bennett & Guthrie PLLC 1560 Westbrook Plaza Dr Winston Salem, NC Alan W Duncan Mullins Duncan Harrell & Russell PLLC 300 N Green St Ste 2000 Greensboro, NC aduncan@mullinsduncan.com Will Oden Ward and Smith PA PO Box 7068 Wilmington, NC wao@wardandsmith.com Dan Atcheson Special Counsel 2626 Glenwood Ave Ste 165 Raleigh, NC Daniel.atcheson@specialcounsel.com Patti Ramseur Smith Moore Leatherwood PO Box Greensboro, NC Patti.ramseur@smithmoorelaw.com Shelby Benton Benton Family Law PO Box 947 Goldsboro, NC Shelby@bentonfamilylaw.com LeAnn Nease Brown Brown & Bunch PLLC 101 North Columbia St Chapel Hill, NC lnease@brownandbunch.com Pam Duffy Sharpless & Stavola PA PO Box Greensboro, NC psd@sharpless-stavola.com

16 Committees Chair/Co-Chair Co-Chair Draft 5/19/2017 Minorities in the Profession (TBD) Privacy & Data Security (TBD) Professionalism (TBD) Technology Advisory (Erik) Transitioning Lawyers Commission (Joyce) Women in the Profession (TBD) Niya Fonville Legal Aid of NC 224 S Dawson St Raleigh, NC niyaf@legalaidnc.org Elizabeth Spainhour Brooks Pierce McLendon Humphrey & Leonard LLP PO Box 1800 Raleigh, NC espainhour@brookspierce.com Gregory Alan Scott Brock & Scott PLLC 1315 Westbrook Plaza Dr. Ste 100 Winston Salem, NC Greg.scott@brockandscott.com Lorie Beam Smith Anderson Blount Dorsett Mitchell & Jernigan LLP PO Box 2611 Raleigh, NC lbeam@smithlaw.com Julie Beavers Ward and Smith PA PO Box Raleigh, NC jdbeavers@wardandsmith.com Jackie Hughes 4801 Glenwood Ave Ste 200 Raleigh, NC Jackie@jthlawfirm.com Rashad Morgan Brinks Gilson & Lione 4721 Emperor Blvd Ste 220 Durham, NC rmorgan@brinksgilson.com Paul Davis 3141 John Humphries Wynd Ste 100 Raleigh, NC pdavis@cgspllc.com

17 Committees Chair/Co-Chair Co-Chair Draft 5/19/2017 NCBF 4ALL Service Day (Kim Bart Mullikin) Access to Justice (Tom Hull) Bench/Bar Liaison (Kim Bart Mullikin) Development (Tom Hull) Endowment (Kim Bart Mullikin & Tom Hull) Free Legal Answers Task Force (Kim Bart Mullikin) Angie Dorsey Legal Aid of NC PO Box 7606 Asheville, NC Wade M Smith Tharrington Smith LLP PO Box 1151 Raleigh, NC wsmith@tharringtonsmith.com Rachel Decker Carruthers & Roth PA PO Box 540 Greensboro, NC rsd@crlaw.com Stoke Caldwell Jr. Robinson Bradshaw & Hinson PA 2041 Sharon Rd Charlotte, NC scaldwell@robinsonbradshaw.com Julian Mann NC Office of Administrative Hearings 1608 Craig St Raleigh, NC Julian.mann@oah.nc.gov Katherine Wilkerson Lynch & Eatman LLP PO Box Raleigh, NC kwilkerson@lyncheatman.com Adam Arthur Kirkman Attorneys at Law 100 S Elm St Ste 410 Greensboro, NC aarthur@kirkmanlaw.com Judge Lucy Inman NC Court of Appeals PO Box 888 Raleigh, NC inj@coa.nccourts.org Will Quick Brooks Pierce McLendon Humphrey & Leonard LLP PO Box 1800 Raleigh, NC wquick@brookspierce.com

18 Committees Chair/Co-Chair Co-Chair Draft 5/19/2017 Judicial Performance Evaluation (Kim Bart Mullikin) Middle School Mock Trial (Formerly Law Related Education) (Diane Wright) NC LEAP (Kim Bart Mullikin) Oversight (Kim Bart Mullikin) Planned Giving (Tom) Pro Bono Activities (Kim Bart Mullikin) Joe Turner NC Superior Court 1402 McDowell Dr. Greensboro, NC Douglas McClanahan Solo Practitioner 3008 Anderson Dr Ste 170 Raleigh, NC Laura Davenport Fidelity Bank PO Box 8 Fuquay Varina, NC Laura.davenport@fidelitybanknc.com Bonnie Refinski-Knight Harris Creech Ward & Blackerby PA PO Box 1168 New Bern, NC bjr@hcwb.net Robin Barefoot Triangle Community Foundation PO Box Durham, NC robin@trianglecf.org Alex Elkan Brooks Pierce McLendon Humphrey & Leonard LLp PO Box Greensboro, NC aelkan@brookspierce.com Logan Buck Womble Carlyle Sandridge & Rice 555 Fayetteville St Ste 1100 Raleigh, NC lbuck@scsr.com April Giancola UNC at Chapel Hill 7421 Chippenham Ct Raleigh, NC April.giancola@unc.edu

19 Committees Chair/Co-Chair Co-Chair Draft 5/19/2017 Special Committees Audit & Finance (Ginny) Charter & Bylaws (Jason) Executive (Jason) Investment (Ginny) Memorials (Jason) Nominations (Jason) Past President s Council (Jason) Resolutions (Jason) New President-Elect-name to be added later (TBD) Michael Hearn Berkeley Consulting LLC 938 Berkeley Ave Charlotte, NC mdh17@me.com (TBD) President-Elect will select a chair in the fall Kearns Davis PO Box Greensboro, NC kdavis@brookspierce.com (TBD) (TBD)

20 ******************************************************** Foundation Update **********************************************************

21 Public Service & Pro Bono Activities Dept. The following NC Bar Foundation public service and pro bono programs are coordinated by the Pro Bono & Public Service Department: 4ALL Statewide Day of Service Free Legal Answers Justice Teaching Institute Lawyers for Literacy Middle School Mock Trial NC LEAP Program support also is provided for YLD Law Day and for the YLD Charity 5K, in coordination with the Sections & Divisions Department and the Young Lawyers Division. The following NCBA Section and Division pro bono projects have been approved by the NCBF Pro Bono Activities Committee: Environmental, Energy & Natural Resources Law Section Food Contract Review Young Lawyers Division, Minority Focus Committee Know Your Rights project Dispute Resolution Section Mediators Available Pro Bono Project (MAPP) [on hold/inactive] Estate Planning and Elder Law Sections Victims of Eugenics Program project Estate Planning Section Hospice Pro Bono Project Family Law Section Serving Those Who Served veterans assistance project [on hold/inactive] Health Law and Elder Law Sections Advance Directives Clinics ( A Gift To Your Family ) Real Property Section Habitat for Humanity Real Estate Closings Tax Law Section Military Volunteer Income Tax Assistance Young Lawyers Division Disaster Assistance Legal Helpline Young Lawyers Division Statewide Ask-A-Lawyer Day Young Lawyers Division Wills for Heroes Young Lawyers Division Project Grace

22 Guidelines for NCBA Pro Bono Projects Statement of Support for Pro Bono Projects: The North Carolina State Bar, in R.P.C. 6.1, states that: Every lawyer has a professional responsibility to provide legal services to those unable to pay. A lawyer should aspire to render at least (50) hours of pro bono publico legal services per year. In fulfilling this responsibility, the lawyer should: (a) Provide a substantial majority of the (50) hours of legal services without fee or expectation of fee to: 1. Persons of limited means; 2. Charitable, religious, civic, community, governmental and educational organizations in matters that are designed primarily to address the needs of persons of limited means; or 3. Individuals, groups or organizations seeking to secure or protect civil rights, civil liberties or public rights, or charitable, religious, civic, community, governmental and educational organizations in matters in furtherance of their organizational purposes, where the payment of standard legal fees would significantly deplete the organization s economic resources or would be otherwise inappropriate. (b) Provide any additional services through: 1. The delivery of legal services described in paragraph (a) at a substantially reduced fee; or 2. Participation in activities for improving the law, the legal system, or the legal profession. In addition, every lawyer should voluntarily contribute financial support to organizations that provide legal services to persons of limited means. The North Carolina Bar Association, in support of its members who seek to fulfill their ethical duty under Rule 6.1, encourages all members to participate in pro bono service. Pro Bono efforts that are undertaken through the Association and its Committees, Sections, and Divisions should be focused on those individuals and groups highlighted in Rule 6.1(a). The Association is an umbrella association representing many viewpoints. As such, all projects should further the mission of the NCBA. NCBA pro bono projects should be non-discriminatory in scope, and open to those in the greatest need. { DOCX}

23 Purpose and Considerations: The purpose of these guidelines is to provide guidance for pro bono efforts undertaken by NCBA Committees, Sections, and Divisions. It is crucial that the pro bono work we undertake not devalue the work currently being done by pro bono legal services providers across North Carolina. As a membership organization, the NCBA is mindful that pro bono service should also not take paying clients away from the lawyers who may serve these clients. With those factors in mind, pro bono projects in which NCBA Committees, Sections, or Divisions participate should generally limit client participation to the following types of clients: Persons of limited means. o The NCBA has identified those being in the greatest need as those households earning no more than 300% of the federal poverty guidelines, though NCBA Committees, Sections, or Divisions may choose to limit client participation to any amount less than 300% of the federal poverty guidelines. Organizations addressing the needs of persons of limited means; or Individuals, groups, or organizations seeking to secure or protect civil rights, civil liberties, or public rights, where payment of standard legal fees would significantly deplete the organization s economic resources or would be otherwise inappropriate. The Pro Bono Activities Committee will serve as the NCBA s pro bono project clearinghouse. Each new project should be submitted on the form (available at TBD website location) as soon as practicable before the date of the pro bono event or project s launch date. The Committee will consider all proposals received in a given calendar month during the first two weeks of the following month, with approval or concerns shared with the submitting group during this time frame. This review process ensures that all NCBA pro bono projects conform to the same guidelines, and comply with these guidelines as adopted by the NCBA Board of Governors. Project planners are encouraged to discuss their proposal with staff prior to submission if there are concerns about a project s suitability. Those projects approved by the Pro Bono Activities Committee will receive the support of NCBA staff and resources, including potential eligibility for malpractice insurance as an NCBA pro bono project. Volunteers providing pro bono legal services to clients through an NCBA-supported pro bono project must be covered by malpractice insurance. The NCBA offers malpractice insurance for members participating in these projects, and volunteers may also elect coverage under privately-held policies. There may come a time during any pro bono project where a client who initially appeared eligible for help through the project is found to be ineligible, because of income, project criteria, or other factors. If this occurs, the client s pro bono case through the relevant NCBA pro bono project should be closed, including written notification to the client. Should a volunteer wish to continue representation, they may do so. If a volunteer wishes to continue representation of the client, this representation must be outside the umbrella of the NCBA s pro bono project in all regards, including malpractice insurance coverage. { DOCX}

24 Every NCBA Committee, Section, or Division is encouraged to identify a pro bono project and set their own pro bono service priorities each year. Each project planning team should consider the following when determining the specifics for their project: Whether a client or household asset limit is needed for the project in addition to limiting individual participation to those households earning less than 300% of the federal poverty guidelines maximum; Is this project serving a population with a great need? Considerations should be made in subject matter, physical location, vulnerable populations, and other population considerations. Is this project appropriate for a volunteer-based project? Are adequate numbers of competent volunteers available? If not, is it a subject matter in which training can be provided? How will the success of the project be measured? Who will be responsible for measuring the project s success? Are other groups already serving the same or a similar client population? If so, the projects should be coordinated to prevent duplication of efforts before submitting a project proposal. Are volunteers needed? All NCBA member types should be included in consideration of which volunteers are needed. For example, consider if there are activities not considered the practice of law for which law students, legal staff, and attorneys with special circumstances (such as corporate counsel licensed in other states and government attorneys limited in their pro bono practices) can provide assistance. Who will prepare any necessary disclaimers or disclosures for the project? These documents will need to be submitted as part of the project proposal process. Publicity is an important part of any NCBA project. Who will prepare press release and other information about this project, so that NCBA staff can circulate as appropriate? This information will need to be submitted as part of the project proposal process. Consider how to transition clients who become ineligible for pro bono help during the course of representation. NCBA staff look forward to helping with planning and execution of any pro bono project undertaken by a Section, Division, or NCBA Committee. However, each Section, Division, or Committee will need to identify the members who will be organizing, implementing and leading each project so that roles can be clearly defined during the planning process. Staff availability is subject to other work assignments. { DOCX}

25 TO: Applicants Requesting Endowment Funding FROM: Thomas M. Hull, Director of Development RE: North Carolina Bar Association Foundation Endowment Application Information/Instructions Enclosed is an application form for Endowment funding from the NCBA Foundation. All applications must be a legally-related service project which benefits the legal community and the public. Applications should be broadly focused or be a pilot project with a statewide application. Endowment funding is awarded based on five primary objectives: To Study, Improve and Facilitate the Administration of Justice; To Build Respect for and Understanding of the Law; To Enhance the Professional Competence of Lawyers; To Support the Delivery of Legal Services to Eligible Indigent Communities or To Support Legally-Related Community Service Projects The Endowment Committee meets each spring and fall to review applications. After careful consideration, the Committee submits its recommendations to the Foundation's Board of Directors for final approval in June and January. APPLICATION INSTRUCTIONS & DEADLINES: 1. Applications must be received by April 30 to be considered by the Endowment Committee in the spring, and by October 31 to be considered in the fall. 2. Applications (and attached documents) should be submitted in a one-up page format (no twosided documents). 3. New applications should include a copy of your IRS 501(c)(3) Determination Letter. 4. Electronic applications will be accepted. 5. When funding is requested for projects involving the printing and distribution of a publication of any type (books, brochures, pamphlets, etc.), a prototype, table of contents or content summary must accompany the application. 6. When a group submits more than one application for consideration within the same grant period, its group leader must submit a prioritized list of requests ranging from the most to the least important. You will be contacted if additional information is needed and you will be notified of the status of your application as soon as possible, after the Board meets. Please contact Tom Hull, NCBA Director of Development, , if you have questions about the application or the review process.

26 North Carolina Bar Association Foundation ENDOWMENT GRANT APPLICATION FORM P.O. Box 3688, Cary, NC Grant cycle for which funds are requested: January 1 June 30, 20 July 1 December 31, 20 Please indicate which of the following objectives and purposes of the Foundation most accurately describes your request for Endowment funding (check only one): To study, improve and facilitate the administration of justice; To build respect for and understanding of the law; To enhance the professional competence of lawyers; To support legally related community service projects; or To support the delivery of legal services to eligible indigent communities Application Instructions and Deadlines: 1. Applications must be received by April 30 to be considered by the Endowment Committee in the spring, and by October 31 to be considered in the fall. 2. Applications (and attached documents) should be submitted in a single-sided format (no double-sided or front/back documents). 3. Applications, correspondence, etc., should be mailed to the attention of: Thomas M. Hull, Director of Development, N.C. Bar Association Foundation, P.O. Box 3688, Cary, NC When funding is requested for projects involving the printing and distribution of publications of any type (books, brochures, pamphlets, etc.), a sample or mock-up should accompany the application. 5. When a group submits more than one application for consideration within the same grant period, its group leader must submit a prioritized list of requests for each submission ranging from the most important to the least important. You will be contacted if additional information is needed, and notified of the status of your application after review by the NCBA Foundation Endowment Committee and approval by the NCBAF Board of Directors in June (Spring applicants) or January (Fall applicants). 1. Name of Organization: Address: City/State/Zip: 2. Contact s Name: Title: Address: Telephone: FAX: 3. Project Name: 4. Grant Amount Requested: $ (Form continues on next page)

27 (Continued from previous page) 5. General Description of Project: Attach additional pages if necessary. 6. Purpose, Scope and Desirability of Project (include schedule of events, location and description of intended audience): Attach additional pages if necessary. 7. Expected Completion Date of Project: 8. Total Cost of Project: $ 9. Describe how you will determine the success of this project (e.g. measurable outcomes, number of people served, etc.): Attach additional pages if necessary. 10. Other Funds Pledged or On Hand: SOURCE AMOUNT Attach additional pages if necessary. 11. On a separate page, please submit a project line-item budget to include administrative costs, such as personnel, supplies, print and mailing expenses, etc., identifying anticipated expenses of the project. 12. If the Organization/Applicant has been accorded tax-exempt status, please submit the Federal I.D. number: Attach a copy of the determination letter from the Internal Revenue Service. If granted funds by the Foundation, the undersigned, on behalf of the above-named organization, agrees to render faithful efforts to carry out the activities described in this application, and further agrees to furnish semi-annual status reports to the Foundation by April 30 and October 31 until the conclusion of the project. If necessary, you will need to request semi-annual grant extensions with your status reports. Authorized Signature: Title: Date Submitted: For additional information regarding eligibility for Endowment Funds, please contact: Director of Development North Carolina Bar Association Foundation P.O. Box 3688 Cary, North Carolina or call the North Carolina Bar Center at (919) or 1 (800) APPLICATION DEADLINES are APRIL 30 and OCTOBER 31.

28 NCBA Executive Staff Executive Director Jason M. Hensley Senior Director, Membership Experience Erik Mazzone Senior Director, North Carolina Bar Foundation Kim Bart Mullikin Director of Communications Russell Rawlings Director of Continuing Legal Education Catherine Peglow Director of Development, North Carolina Bar Foundation Tom Hull Director of Finance Virginia (Ginny) Craig Director of Human Resources Ashley Mills Director of Membership Josh McIntyre Director of Sections & Divisions Jacquelyn Terrell Bar Leadership Orientation A few words from Caryn Coppedge McNeill Congratulations! Your peers have chosen you, whether by election or appointment, to serve on the North Carolina Bar Association and North Carolina Bar Foundation s leadership team for As chair or vice chair of a section, division, committee or task force, or as a member of our board, you have the privilege and responsibility of serving our great profession, our 20,000 members, and our fellow North Carolinians. This will be a watershed year. We will support and encourage our new executive director, Jason Hensley, as he begins to realize his vision for the Association and Foundation as stronger and truer versions of the exemplary entities they have always been. We will hone our value proposition and enhance the experience of our members. We will name and claim the identity of our Foundation as a charitable foundation that makes possible the good works of North Carolina s lawyers and grow our culture of philanthropy. We will continue to serve the diverse professional needs of lawyers, law students, judges, and paralegals across North Carolina. And we will work together to improve and strengthen the legal system for all our fellow citizens. Our work will be accomplished by seventy-six sections, divisions, committees and task forces. The energy, creativity, and volunteer effort come from our members, but the leadership comes from you! The year will pass quickly, and with it the special opportunity that lies ahead of each of us, so right now is the time to plan and prepare for a productive, successful year. Thank you for all you are already doing on behalf of our profession and our fellow citizens. I am grateful to each of you and honored to serve alongside you. Sincerely, Caryn Coppedge McNeill President-elect, North Carolina Bar Association and North Carolina Bar Foundation Caryn Coppedge McNeill of Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan, L.L.P. in Raleigh will be installed as the 123rd president of the NCBA and NCBF on Saturday, June 24, at the 2017 Annual Meeting in Asheville. Caryn is a graduate of Davidson College and the Duke University School of Law. Facebook LinkedIn North Carolina Bar Association Weston Parkway Cary, North Carolina 27513

29 Bar Leadership General Information Expectations of Section, Division and Committee Chairs 1. Attend the 2017 Organizational Meetings of the NCBA Board of Governors and NCBF Board of Directors at 10 a.m. on Sunday, June 25, which will conclude the 2017 NCBA Annual Meeting being held June at the Omni Grove Park Inn, Asheville). NOTE: You will receive a notice with meeting dates and reporting deadlines prior to each quarterly Board Meeting. 2. Contact your NCBA / NCBF staff liaison directly with any questions and to schedule all meetings. 3. Hold one meeting prior to the 2017 Fall Board Meeting (scheduled for October 6-7, 2017) in order to plan your work and set your meeting schedule for the year. 4. Submit a written report of your plans for the year to the President and Executive Director by September 15, Hold other meetings as necessary throughout the year to accomplish your goals. 6. In late January 2018, share your recommendations of NCBA member volunteers to serve on your committee or provide leadership for your section or division next year. You also will be asked to advise on the need to create new committees, eliminate current committees, or redefine the charge or purpose of your committee and other committees or sections (particularly if you have had any problems of overlapping jurisdiction during the year). 7. Submit a year-end report to the President and Executive Director four weeks prior to the 2018 Summer Board Meeting, scheduled in connection with the NCBA Annual Meeting to be held June 21-24, 2018, at the Embassy Suites at Wilmington Convention Center. 8. Donate to the NCBF Patron Campaign and/or NCBF Endowment. The NCBF s Patron Campaign underwrites our flagship public service and pro bono projects, including: 4ALL Statewide Day of Service; Lawyers 4 Literacy; Middle School Mock Trial; and NC LEAP. The NCBF Endowment makes grants in support of NCBA Section and Division-sponsored public service and pro bono projects, and to legal services and law-related public service initiatives statewide Board Meeting Information Organizational Board Meetings Sunday, June 25, 2017, 10 a.m. Omni Grove Park Inn, Asheville Fall Board Meetings Friday Saturday, October 6 7, 2017 Friday: noon 5 p.m. Saturday: 9 a.m. noon Chetola Resort, Blowing Rock Winter Board Meetings Thursday, January 25, 2018, 9 a.m. N.C. Bar Center, Cary Spring Board Meetings Friday Saturday, April 13 14, 2018 Friday: noon 5 p.m. Saturday: 9 a.m. noon New Bern Riverfront Convention Center Summer Board Meetings Thursday, June 21, 2018, noon Embassy Suites at Wilmington Convention Center About NCBA Mission Statement To serve the public and the legal profession by promoting the administration of justice and encouraging the highest standards of integrity, competence, civility and well-being of all members of the profession. NCBA Diversity Statement The North Carolina Bar Association is an inclusive organization committed to recognizing, respecting, promoting and encouraging diversity among its leadership, its membership and the entire legal community. NCBF The NCBF, supported by donations to the Annual Patron Campaign, engages NCBA member attorneys as volunteers in statewide public service and pro bono programs, including: 4ALL Statewide Day of Service, Lawyers 4 Literacy, Middle School Mock Trial, and NC LEAP. The NCBF s Endowment makes grants to support legal services and lawrelated public service initiatives statewide, including many NCBA Section and Division pro bono and public service projects. Staff We re here to help you with whatever you may need. Find a complete listing of executive staff contacts on the cover of this newsletter, or access the complete list online at www. ncbar.org/about/contacts. 2 Bar Leadership North Carolina Bar Center 8000 Weston Parkway, Cary, North Carolina Phone: or Mailing Address: P.O. Box 3688, Cary, NC 27519

30 Committee Descriptions, Chairs and Staff Liaisons NCBA Committees Administration of Justice Committee (AOJ) monitors the civil and criminal justice systems in North Carolina and addresses important issues such as overcrowded court dockets, creation of new courts, public defender s offices and judicial salaries. (Co-Chairs: Mike Mitchell & Chris Lam) (Staff Liaison: TBD) Appellate Rules Committee (ARC) examines the rules of appellate procedure and recommends any revisions to the Board of Governors for ultimate referral and consideration by the N.C. Supreme Court. (Co-Chairs: Michelle Connell & Bob Edmunds) (Staff Liaison: TBD) Awards and Recognitions Committee was established to review all awards and recognitions bestowed by the NCBA and the NCBF, including but not limited to the naming of existing awards and recognitions, the establishment and naming of new awards, and guidelines for selecting and reviewing the credentials and qualifications of recipients. (Co-Chairs: Jackie Grant & Jonathan Harkavy) (Staff Liaison: Russell Rawlings) Communications Committee recommends requirements to accommodate the communication needs of the NCBA and NCBF and monitors production of the This is the Law pamphlet series. (Chair: Neubia Harris) (Staff Liaison: Russell Rawlings) Continuing Legal Education Committee provides oversight for Continuing Legal Education programs and activities. (Chair: Roberta King Latham) (Staff Liaison: Catherine Peglow) Convention Planning Advisory Committee assists with planning the NCBA Annual Meeting. (Chair: Jamie Kilbourne Jr.) (Staff Liaison: TBD) Future of Law Committee tracks and analyzes the impact of leading edge technology in the law. (Co-Chairs: Kevin Lee & Tom Brooke) (Staff Liaison: Erik Mazzone) Haiti Committee supports the exchange of information and ideas with attorneys and citizens of Haiti regarding differing legal systems and support for the rule of law, with particular emphasis on business law and economic development. The committee s role will include participation in conferences hosted by the Port-au-Prince Bar Association, as well as connecting law students with attorneys in Haiti to broaden the students perspectives on international law, comparative legal systems, and the developing world. (Chair: David Garrett) (Staff Liaison: Julianne Dambro) Judicial Independence Committee (JI) strives to increase public and legislative awareness of the importance of an independent judiciary and seeks improvements in judicial selection in North Carolina. (Chair: Jon Heyl) (Staff Liaison: TBD) Law School Liaison Committee facilitates communication between legal educators and the practicing bar and serves as a clearinghouse for information regarding N.C. law schools. (Chair: Rich Leonard) (Staff Liaison: Catherine Peglow) Lawyer Effectiveness & Quality of Life Committee engages in activities to help attorneys successfully practice law in an increasingly complex and competitive profession. (Chair: Travis Martin) (Staff Liaison: Amber Nimocks) Lawyer Referral Service Committee monitors the operation of our North Carolina Lawyer Referral Service and recommends improvements to the program. (Chair: Michael Bertics) (Staff Liaisons: Kim Bart Mullikin & M Lea Peak) Leadership Academy helps young lawyers become effective leaders in their communities, including the legal profession, their firms, legal departments or other workplaces and any other environments where lawyers regularly have calls or opportunities for leadership. (Co-Chairs: Roberta King Latham & Shelby Benton) (Staff Liaison: TBD) Legislative Advisory Committee works with the NCBA s Office of Governmental Affairs to provide advice and counsel to the Board of Governors regarding public policy and legislative priorities. It closely considers strategies and initiatives that the NCBA may undertake to effectively advance its legislative agenda, particularly on substantive legislation involving the legal profession and the administration of justice. The Committee will develop and propose recommendations to the Board of Governors regarding various legislative strategies. (Co-Chairs: Alan Duncan & LeAnn Nease Brown) (Staff Liaison: TBD) Local Bar Outreach Committee acts as the advisory committee to offer recommendations about how the NCBA may serve the needs of local bar organizations. This committee conducts the annual Bar Leadership Institute, a full day of leadership skills training for leaders of local, judicial district and specialty bar organizations across the state. The committee is also responsible for selecting and honoring attorneys with the Citizen Lawyer Award to recognize and promote the non-legal, public service work of these individuals in communities across the state. (Co-Chairs: Will Oden III & Pam Duffy) (Staff Liaison: TBD) Membership Committee promotes strategies to encourage new and continued NCBA membership. (Chair: Dan Atcheson) (Staff Liaison: Josh McIntyre) Membership Value Task Force will conduct a market research assessment of the NCBA dues structure for the bar year and evaluate options for bundling NCBA membership dues with additional benefits (such as included CLE hours) to enhance the value of NCBA membership. (Chair: Patti Ramseur) (Staff Liaison: Erik Mazzone) 3 Bar Leadership