vermont bar association 55th mid · 2012-04-05 · vermont bar association 55th mid-year meeting...
TRANSCRIPT
Vermont Bar Association 55th Mid-Year Meeting
March 22 & 23, 2012
Please Support These Companies Who Support the VBA
Our Sponsors
In the mid-1980’s heeding a call from fellow attorneys seeking reliable liability protection, Bob Minto responded by founding ALPS. The attorney-centered professional liability insurance company emphasizes protection, stability and commitment to the legal community and now serves over 13,000 attorneys nationwide. ALPS is rated A- (excellent) with a stable outlook by AM Best and is endorsed by more bar associations than any other insurance company, in-cluding the Vermont Bar Association.
Dana Clark ALPS PO Box 9169 Missoula, MT 58907 p 800-367-2577 f 406-728-7416 [email protected] www.alpsnet.com
Since the early 1990's Pinnacle Financial Corporation has partnered with the Vermont Bar Association to provide the VBA membership with a wide range of insurance products. Benefits offered include, but are not limited to, health insurance, vision, dental, life and disability. Pinnacle Financial also offers unique healthcare funding strategies and an exclusive prescription drug purchasing product that can save as much as 40% of your prescription drug costs. Pin-nacle Financial is also certified in long term care and Medicare supplements. Pinnacle Financial represents the Ver-mont bar membership, not an insurance company.
Timothy Clain Pinnacle Financial 56 1/2 Merchants Row Suite 306 Rutland, VT 05701 p 802-200-5434 f 802-773-7849 [email protected]
Our Exhibitors
The ABA Retirement Funds Program is designed to provide unique, full service 401(k) plans to the legal communi-ty. Please contact a Regional Representative at 800-826-8901. PO Box 5142 ABA Retirement Program Boston, MA 02206 p 800-826-8901 www.abaretirement.com AVTranz, headquartered in Phoenix, with offices in Vermont, Tucson and Denver, was established in 1991 and is the leading provider of verbatim transcription and electronic reporting services in the U.S. Southwest. Since its incep-tion, AVTranz has subscribed to the principle that its clients are best served through a broad-base of electronic re-porting and transcription knowledge. Over the years, AVTranz has developed an expertise in reporting and tran-scribing state and federal criminal and civil court proceedings, complex litigation proceedings, military disciplinary proceedings, arbitration, grievance hearings, and administrative proceedings including public hearings, board and committee meetings, and industrial claims proceedings. The company and its management have been leaders in helping courts and government agencies transition from stenographic court reporting and cassette tape recording to digital audio and video recording solutions. Now that the courts are facing the most challenging budgets in decades, those that invested in digital recording are well posi-tioned to save significant budget dollars while improving the service offered to the legal community and the pub-lic. AVTranz is committed to support this effort. Kelly DesLauriers 145 Pine Haven Shores Rd., Ste #3102 Shelburne, VT 05482 p 800-257-0085 x 148 f 866-954-9068 [email protected] www.avtranz.com
With more than 20 years experience, CGI will adapt to your business’ growing needs. With the ever changing needs in the world of HR and employee benefits, CGI is redefining the benefits professional’s role. Brokers need to do more than just facilitate the placement of insurance. We are among the few agencies in New England that provide benefit planning, design and administration. In addition, we also provide consulting expertise, employee communi-cations, legal compliance and a wealth of services, products and tools to meet all your business needs. Experience the CGI Difference! April Kuhl, CBC CGI Employee Benefits Group PO Box 6141 Rutland, VT 05702-6141 p 866-223-1140 f 866-415-7807 c 802-236-6851 [email protected] www.cgibenefitsgroup.com
eScribers, LLC was established in 2005 to provide quality transcription services to the legal community. The compa-ny transcribes legal proceedings for 21 courts and judiciaries around the United States. Company transcribers pass through a rigorous training process and are professional, certified, and familiar with the nuances of legal work. Ser-vice staff is knowledgeable and, through the use of proprietary software, able to provide timely personal service to courts, law firms, court reporting companies. eScribers has developed new and automated systems to enhance re-cordings, and to provide accurate, efficient and digital delivery of transcripts to all clients, especially legal profession-als.
Eric Solat, Director, Sales and Customer Service eScribers 700 West 192nd Street, Suite 607 New York, NY 10040 p 917-406-2250 f 973-954-5619 [email protected] www.escribers.net
IRC §1031 is a powerful tool for deferring capital gains taxes on investment property. Exchange Authority facilitates all types of IRC §1031 exchanges for your clients in all 50 States and the US Virgin Islands, with unparalleled service, security, experience and reporting. We offer a 100% guarantee on all funds held in escrow (segregated accounts held with a MA chartered bank). Here are just a few of the reasons why you should consider using Exchange Author-ity as your qualified Intermediary:
Experience: Our principals have been handling exchanges since 1983 and we can structure any type of transac-tion (deferred, reverse, construction, personal property) in house. Exchange Authority is a member of the Feder-ation of Exchange Accommodators (FEA) and has Certified Exchange Specialists® (CES) on staff.
Security: All funds are held in a MA chartered co-operative bank and are 100% insured (FDIC and SIF). For addi-tional security our work is also bonded and insured with a Fidelity Bond and Errors and Omissions policy.
Documentation: In addition to orchestrating and coordinating the entire exchange process, our experts will work directly with your closing attorney and perform an accounting and analysis of the entire exchange transac-tion, including a full report for the client and calculations and analysis along with a completed substitute FORM 8824 for your CPA.
Education: Our team of experts will help you to navigate through complex transactions, assist with determining the best structure for your §1031 transaction and will guide you through the entire exchange process. Our §1031 experts are ready to assist you with all of your §1031 questions. Continuing educational courses are avail-able to CPA’s, Realtors, Attorneys and Financial Planners.
Service: Exchange Authority can provide complete exchange documentation anywhere in the country and the same day service is available at no additional charge. We offer reasonable fees, there are no hidden charges and all interest earned in escrow is paid to the exchanger. Our nationwide coverage assures that your transaction is completed with the highest regard for differences in state and local laws.
FEA Member: Exchange Authority is a member of FEA (Federation of Exchange Accommodators). This ensures that we and our clients have immediate knowledge of any updates or changes as they happen. Call Exchange Authority for your clients IRC §1031 Tax Deferred Exchanges and Avoid the Pain of the Gain!
Marie Dias, CES, Marketing Director/Exchange Coordinator Exchange Authority, LLC 9 Leominster Connector, Suite 1 Leominster, MA 01453 p 978-433-6061 Direct 978-353-2725 f 978-433-6261 [email protected] www.exchangeauthority.com
The First American Title Insurance Company, the largest subsidiary of First American Financial Corporation (NYSE: FAF), traces its history to 1889. One of the largest title insurers in the nation, the company offers title services through its direct operations and an extensive network of agents throughout the United States and abroad. First American Title provides comprehensive title insurance coverage and professional services for purchases, construc-tion, refinances, or equity loans. The company’s thorough searches, title clearance, and insurance help to produce clear property titles and enable the efficient transfer of real estate.
Harland L. Miller, III First American Title Insurance Company 550 Hinesburg Rd, Suite 100 South Burlington, VT 05403 p 802-651-9034 f 802-651-9781 [email protected] www.firstam.com/VT
Environmental scientists specializing in hydrogeological investigations and environmental permitting services for a broad range of projects including water supply and wastewater system development, source water protection, and hazardous site assessments. Expert witness services for environmental contamination issues, groundwater impact issues, and environmental impacts of proposed land uses.
Eric R. Hanson, P.H. Senior Hydrogeologist Leggette, Brashears & Graham, Inc. 76 Pearl St, Suite 203 Essex Jct., VT 05452 p 802– 288-9600 x 104 f 802- 288-9881 c 802- 349-0521 [email protected] www.lgbweb.com
The Vermont Agency offers a variety of financial services to families, business owners and professionals. With offic-es in Vermont, New Hampshire, Maine and Plattsburgh, NY, it is our desire to help our clients balance their business and personal financial needs with their future financial goals and objectives.
Renato (Ron) Merolli, JD The Vermont Agency 354 Mountain View Drive, Suite 200 Colchester, VT 05446 p 802-864-6819 f 802-864-0331 [email protected] www.vemontagency.com
Vermont Attorneys Title Corporation (VATC) is the exclusive Vermont agency for CATIC, a Bar-Related ® title insur-ance underwriter. VATC provides title insurance to Vermont property owners solely through its licensed network of attorney agents and members. Through its Vermont office, CATIC is the #1 underwriter of title insurance in Vermont. Andy Mikell, State Manager & Title Counsel Vermont Attorneys Title Corporation PO Box 1101 Burlington, VT 05402-1101 p 802-876-6800 f 802-876-6801 [email protected] www.vermontattorneystitle.com We are a family of more than 600 funds and foundations established by Vermonters to serve their charitable goals. Whether you are an attorney, financial planner, or tax advisor, the Community Foundation can assist you and your clients in structuring tax-wise gifts that establish an enduring community legacy. In fact, over the last 25 years we’ve helped create some of the best-known family foundations in Vermont. Whether your client wants to establish a do-nar advised fund today, leave a bequest, or anything in between, we offer the administrative support, investment options, and philanthropic advising services that enable you and your client to do great things. We look forward to speaking with you at the Vermont Bar Association Mid-Year Meeting.
Scott McArdle The Vermont Community Foundation PO Box 30 Middlebury, VT 05753 p 802-388-3355 f 802-388-3398 [email protected] or [email protected] www.vermontcf.org
For 25 years, the Vermont Community Loan Fund (VCLF) has been transforming Vermonters' lives by providing loans, grants and technical assistance for affordable housing, small businesses, child care providers and other com-munity facilities benefiting lower-income Vermonters.
The Loan Fund's work is made possible by investments from hundreds of socially responsible individuals and fami-lies, corporations and community banks, faith-based groups, foundations and nonprofits and local, state and federal governments. Their investments in the Loan Fund have helped us make almost $70 million in loans since 1987.
Jake Ide, Director of Development Vermont Community Loan Fund 15 State St./P.O. Box 827 Montpelier, VT 05601 p 802-224-9140 [email protected] or [email protected] www.investinvermont.org
The Vermont Paralegal Organization is Vermont’s only paralegal organization. The Vermont Paralegal Or-ganization is a statewide, volunteer-based organization dedicated to providing education and promoting paralegal professionalism and leadership. The purpose of the Vermont Paralegal Organization is to estab-lish and maintain high standards of education, conduct, and integrity among paralegals; to foster, advance and promote the paralegal profession; to facilitate communication within the Vermont paralegal commu-nity and within local, state, and national bar organizations; to support and encourage continuing education for paralegals in Vermont; to educate the legal and business communities in Vermont in the effective utili-zation of paralegals; and to encourage the expansion of paralegal roles.
Carie Tarte
Vermont Paralegal Organization
PO Box 5755
Burlington, VT 05402
p 802-864-9891
f 802-864-6815
www.vtparalegals.org
The Vermont Network is the federally recognized domestic and sexual violence coalition in Vermont. The Vermont Network is a statewide resource on domestic and sexual assault violence issues. Its staff provide support for Net-work programs through training, technical assistance and capacity building; advocate for public policy that supports victims and holds offenders accountable; and seek to change societal attitudes and beliefs through community out-reach and prevention.
Zoe Gascon, Legal Projects Coordinator The Vermont Network Against Domestic & Sexual Violence P.O. Box 405 Montpelier, VT 05601 p 802-223-1302 f 802-223-6943 [email protected] www.vtnetwork.org
Women Helping Battered Women (WHBW) of Chittenden County has evolved into the largest service provider for abused men and women in Vermont. We believe that all adults and children have the right to live without fear of abuse – sexual, physical, emotional, or financial.
Ginny McGrath Women Helping Battered Women, Inc. P.O. Box 1535 Burlington, VT 05402 p 802-658-3131 f 802-658-3832 [email protected] www.whbw.org
H.O.P.E. Works is dedicated to ending all forms of sexual violence. We are committed to serving the Chittenden County community through the continued provision of our services and to being a leading voice in the State of Ver-mont for meaningful change in law and society. We provide crisis counseling and advocacy for those whose lives have been affected by sexual violence. Our education outreach work strives to change attitudes and beliefs that per-petuate and condone the cycle of violence. We constantly seek to expand our efforts to meet the needs of an in-creasingly diverse community and welcome all to our agency. Support for our mission is actively sought through fundraising, development, and the dedicated efforts of our volunteers.
Liz Tedrick-Moutz, Legal Advocate H.O.P.E. Works P.O. Box 92 Burlington, VT 05402 p 802-864-0555 ext 18 f 802-863-8449 [email protected] www.hopeworksvt.org