Res Gestae - March/April 2025

THE OFFICIAL AWARD-WINNING PUBLICATION OF THE LEE COUNTY BAR ASSOCIATION

Keeping

Health IN MIND

LADIES IN THE LAW MARCH/APRIL 2025

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MARCH/APRIL 2025

THE DISH

810 Entertainment Lauren Baugh

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LETTER FROM PRESIDENT

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Time to Get Engaged John Miller, III, Esq.

INTERIOR FEATURE

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LETTER FROM EXECUTIVE DIRECTOR

Happy March (and April!)

Lauren Baugh

Lee Clerk's Hope Card Program

44 YLD

Building Connections & Careers Gabriel Arbois, Esq.

ON THE COVER

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SPECIAL EVENTS CALENDAR

Pictured: All of the female government attorneys, the Public Defender and State Attorney of the 20th Judicial Circuit.

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ETHICALLY SPEAKING

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LEGAL LENS

Lawyer Suspended for Making Himself Beneficiary of Incapacitated Clients Henry Lee Paul, Esq.

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COMMUNITY CONNECTION Dress For Success

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INTERIOR FEATURE

100 CLUB

On a Mission for Mental Health Holly Cosby

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IN THE NEWS

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INTERIOR FEATURE

Why Wellness Journeys Matter

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WELCOME NEW MEMBERS

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INTERIOR FEATURE

Healthy Law Firms Have Healthy Marketing Plans

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SPONSORED CONTENT

Your Firm's Financial Health Everwell

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THANK YOU SPONSORS

J&K Solo Photography

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SPECIAL FEATURE

Mental Health & Wellness

Your Firm's Financial Health HCS/Tuscan & Company P.A.

Shrimp Boil

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Getting Involved With the Florida Bar John Agnew, Esq.

Car Titles & Civil Rules Revisions T. Rankin Terry, Jr., JD, LLM

SPONSORED CONTENT

GUEST COLUMN

DONOR LISTING

SPONSOR SPOTLIGHT

U.S. Legal Support

TERRY'S TAKE ON THINGS

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SPONSOR SPOTLIGHT

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AD DIRECTORY Aloia Roland Barbara M. Pizzolato Bill Burke Boy Agnew Potanovic Miller Brazzeal Mediation Business Observer Dal Lago Law DeMine Immigration Law Firm 4 LEEBAR.ORG

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DeMine Immigration Law Firm Dickman Law Dickman Law Donna (Tisch) Lugar Edison National Bank Henderson Franklin Law Firm of Scott T. Moorey Law Offices of Dennis L. Webb

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Mediate With Ody Musca Law Office, Inc. Priority Marketing Senior Advocacy Group Spivey Law Firm Personal Injury Stockman Mediation The North Law Firm, P.A.

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For over 30 years, we have been representing clients in Accident and Injury cases.

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PRESIDENT'S LETTER

Time to Get Engaged As I reflect on the first two months of the year (and I cannot believe that we are already two months into the year!), I am heartened by the remarkable level of engagement demonstrated by our members. It is truly inspiring to see our legal community come together and actively participate in the events and programs we have organized.

First, I would like to extend my sincere thanks to everyone who attended the Swearing-In Luncheon held at the Historic Lee County Courthouse. It was a unique event in a super unique location. I was excited to see our 2025 Board of Directors sworn in within the same place our Board had been sworn in 70 years prior. To all who attended, your presence and support made this event a resounding success and set a great tone for the year ahead.

I am also proud to share the success of our recent Continuing Legal Education (CLE) seminar on the changes to the Florida Rules of Civil Procedure. We were thrilled to have nearly 100 attendees join us for this event. A special thank you goes out to Judges Gentile, McHugh and Brodie for their invaluable contributions as panelists. Their insights and expertise were greatly appreciated by all who attended. Please be on the lookout for more CLE events like this one throughout the year.

LEE COUNTY BAR ASSOCIATION ADMINISTRATION Executive Director Lauren Baugh

EXECUTIVE COUNCIL President John Miller, III, Esq.

President Emeritus Hon. Kathy Smith

Vice President John Dommerich, Jr., Esq.

Secretary Kristianna Soto, Esq.

YLD President Kevin Huguelet, Esq.

Treasurer Dawn Maselli, Esq.

BOARD MEMBERS

JUDICIAL LIAISONS

Erin Casey, Esq. Jerry Olivo, Esq. Blake Rizzolo, Esq. Megan Strayhorn, Esq.

Bench-Bar Gala Diana “Dawn” Maselli, Esq. Health and Wellness Hon. Kimberly Davis Bocelli Ashley Kogan-Weed, Esq. John Miller, III, Esq. History Hon. Jenna Persons-Mulicka E. Bruce Strayhorn, Esq. Megan Strayhorn, Esq. Law-Related Education T. Rankin Terry, Jr., JD, LLM

As we move forward, I invite each of you to find a way to become more involved in our Bar Association. Your engagement is vital to our collective success, and it is through your participation that we can achieve our goals and uphold the highest standards of our profession.

Criminal Law Asma Anwar, Esq.

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Hon. Robert Branning Hon. Devin George

COMMITTEE CHAIRS

Engagement is the theme for this year, and I am committed to providing more opportunities for our members to connect and participate. I am excited to announce that our annual Shrimp Boil will be held at a new and exciting location this year. It is going to be even more family friendly than in prior years, so please make sure to buy your tickets as soon as they are released. This event promises to be a wonderful occasion for the members of our bar to socialize and enjoy spending time together. I encourage everyone to join us for what is sure to be a memorable time.

John Miller, III, Esq., LCBA President JohnM@bapfirm.com | 239.208.6542

Administrative Assistant Mairelis Tamayo

Law Week Hon. John Carlin

PRACTICE SECTION CHAIRS Alternative Dispute Resolution Anne Dalton, Esq. Alexandra Kleinfeldt, Esq.

Elder Law Lisa Gelman, Esq. Blake Hampton, Esq. Family Law Kayla Richmond, Esq. Magistrate Christopher Whitney General Civil and Business Litigation Joel Hyatt, Esq. Kara Jursinski Murphy, Esq.

LCBA Foundation Charity Golf Tournament Meredith Jones, Esq. Lance Dunford, Esq. Mock Trial Maria Alaimo, Esq. Shaina Zuppke, Esq. Paralegal TBA Pro Bono Andrew Banyai, Esq. Amanda Levy-Reis, Esq. Mental Health Initiative Committee Holly Cosby, Esq. Dawn Maselli, Esq.

Immigration Law Nirupa Netram, Esq. Pablo Hurtado, Esq. Intellectual Property Law Mark Nieds, Esq. Land Use and Governmental Law Zachary Liebetreu, Esq. Real Property, Probate and Trust Law Kenneth Kemp, Esq. Peter Knize, J.D., L.L.M. Robin Merriman II, Esq. Solo & Small Firm Conor Foley, Esq. Tort Litigation Diana “Dawn” Maselli, Esq.

MARCH & APRIL 2025 7

EXECUTIVE DIRECTOR'S LETTER

Happy March (and April!)

This year is already going by so fast! I am not a fan. 0/10.

Do not recommend!

The official award-winning publication of the Lee County Bar Association, which serves citizens and the legal community since 1949.

My daughter turned 14 years old in January. Why does time seem to be going at lightspeed these last few years?

Publisher Teri Hansen, APR

Every year, I set an intention – rather than a resolution – for the new year. In 2024, it was to keep my personal email inboxes clean. That included unsubscribing to spam and junk emails, which has been a challenge, but paid off. I now have very little junk email in any of my four personal email inboxes.

This year, it took me a while to come up with a worthy and attainable intention for 2025. Eventually, I decided to be more in the now and less in the future. While this role at the LCBA does indeed require me to be constantly working ahead, I am working on being more organized while being in the now. If you have any tips, please reach out!

Thinking ahead, we would love to see you at one of the amazing events that the LCBA will be hosting the months to come!

There’s everything from our annual Health and Wellness Symposium, along with Law in the Mall, Law Week, Blood Drive, Golf Tournament and so much more, coming up. If you would like to be involved in planning, sponsoring, or the like, LCBA would love your help and input!

As a reminder, YOU are invited to participate in the LCBA Mental Health and Wellness Mission! Thanks to the amazing sponsors and advocates of this program, the LCBA is offering 6 free and confidential therapy sessions to any attorney who needs it. Check out page 61 to view a listing of our generous donors, as well as how to reach out to the doctors to schedule your appointment.

If you do not want to go to an appointment, but would love to talk to someone, the LCBA also offers a monthly support group. This is a judgement-free zone where you can chat with your peers about what is going on in your life!

Lastly, a huge thank you to our sponsors. Whether you give annually or to a specific event or program, you are our lifeline. We are incredibly appreciative of your assistance. Your support allows the LCBA to continue to host the programs our members love so much.

Members, if you see our sponsors out and about, say hello, shake their hand and, most of all, thank them. The best way to thank them? Use their business! Need their contact? Reach out and I will connect you.

Lauren Baugh, Executive Director LBaugh@LeeBar.org | 239.334.0047 Ext. 102 8 LEEBAR.ORG

STAFF Advertising Account Executive Elise Rose Editor Sarah Nadal Associate Editor Alan Zagier Editors In Law Hon. Kathy Smith Lauren Baugh Creative/Art Director Christi Finger Graphic Designer Lynsey Gill Contributing Writers Lauren Baugh John Agnew, Esq. Kathy Becker Dave Breitenstein Teri Hansen, APR Hon. Leigh Hayes Erica Kanganis, Esq. Hon. Kevin Karnes John Miller, III, Esq. Henry Lee Paul, Esq. Kayla Richmond, Esq. Brian Riley Hon. Kathy Smith Meaghan Smith T. Rankin Terry, Jr., JD, LLM Contributing Photographers Jim Jett Photography J&K Soto Photography Res Gestae is an award-winning magazine published monthly by Priority Marketing in partnership with the Lee County Bar Association. All editorial, advertising and photos may be submitted for consideration through email to rgeditor@prioritymarketing.com. To advertise, contact Elise Rose at (239) 267-2638 or rgsales@prioritymarketing.com. For billing inquiries, call (239) 334-0047.

We make every effort to ensure the accuracy of the information published, but we cannot be held responsible for any consequences arising from omissions or errors. Opinions expressed by writers and advertisers are not necessarily opinions shared by LCBA, Res Gestae or Priority Marketing.

Copyright©2025 Lee County Bar Association, Inc. All Rights Reserved. No portion of the publication may be reproduced in part or in whole without prior written permission from the Lee County Bar Association. To inquire about such permission, please contact Lee County Bar Association at info@leebar org.

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SAVE THE DATE FOR 2025 As you plan ahead for the remainder of the year, here are special LCBA events to note for your calendar. All dates are subject to change, and any updates will be posted on LeeBar.org.

MARCH 2025 10 F amily Law Section Lunch & Learn

9 Attorney to Attorney Peer Support Group

Time: 12 to 1:00 p.m.

Location: TBA Topic: Finances and Tax Updates Speaker: Danielle Lucht RICP, CDFA

12 A ttorney to Attorney Peer Support Group

11 S pring Wellness Symposium MHWM

Time: 6 to 7 p.m.

Location: Law Office of Holly E. Cosby 602 Center Road, Fort Myers, FL 33907

14 R PPTL Virtual Brown Bag

Time: 12 to 1 p.m.

Location: Microsoft Teams Topic: Generation Skipp Transfer Tax (GSTT) Speaker: Lester Law, Esq.

17 G en Giv/Biz Lit Section

Time: 12 to 1 p.m.

Location: Zoom Topic: AI...what we offer and how to use it Speaker: LexisNexis

20 A DR Virtual Lunch & Learn

Time: 12 to 1 p.m.

Location: Zoom Topic: What is “Normal” VS. what is healthy in client relationships: What Mediators need to know!

Speaker: Jessica Vermaak, LMHC

29 A nnual Bench Bar-B-Q & Shrimp Boil

Time: 12 to 3 p.m.

Location: IMAG History & Science Center Tickets: Available at www.leebar.org Sponsorships available! See page 36-37 for more details.

APRIL 2025 4 2 0th Circuit Pro Bono FREE Family Law Seminar Time: 8 a.m. to 12 p.m.

Location: LCJC, CR5G/H For details, visit www.leebar.org/events

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MHWM

Time: 6 to 7 p.m.

Location: Law Office of Holly E. Cosby 602 Center Road, Fort Myers, FL 33907

Time: 12 to 5 p.m.

Location: The Collaboratory Topic: Biohacking… Mind, Heart & Body See page 11 for details. Sponsorships available!

17 A DR Virtual Lunch and Learn Time: 12 to 1 p.m.

Location: Zoom Topic: TBA Speaker: TBA

26 L aw in the Mall

Time: 10 a.m. to Noon Location: North Fort Myers Library See page 53 for more details!

30 L aw Week Blood Drive

Time: 8 to 10 a.m.

Location: Miller Griffin Memorial Kiwanis Park See page 17 for more details!

MAY 2025 1 L CAWL Judicial Appreciation Reception 2 L aw Week Awards Luncheon & Ceremony

Time: 11:30 a.m. to 1 p.m.

Location: Riverside Community Center

23 L CBAF Annual Charity Golf Tournament

Location: Gateway Golf & Country Club Visit LeeBarFoundation.org/Our-Events for details.

26 M emorial Day - LCBA and courts closed

JUNE 2025 4 Y LD Burritos with the Bench

MARCH & APRIL 2025 11

ETHICALLY SPEAKING

By Henry Lee Paul, Esq.

Lawyer Suspended

for Making Himself Beneficiary of Incapacitated Clients A lawyer should have undivided loyalty and act in the best interests of a client.

- HENRY LEE PAUL

A lawyer was suspended for three years for making himself the sole beneficiary of his elderly clients’ approximately $2 million bank account.

The Court found that the lawyer violated rules, including 4-1.8(c) (Gifts to Lawyer or Lawyer’s Family) and 4-1.14 (Client Under a Disability) and 4-8.4(c) (Dishonesty, Fraud, Deceit, Misrepresentation) in The Florida Bar v.

George, SC23-1726.

George began to represent an elderly couple after the Department of Children and Family Services (DCF) started an investigation of a self-neglect report. The couple were Baker acted and moved into a home care facility.

The couple’s best friend, who was their sole beneficiary, requested George to undertake the representation. He had no prior relationship with the couple.

George entered an appearance in the Mental Health Court proceeding and was designated the responsible party “who is to act in conjunction with” DCF Protective Services. He later successfully petitioned the court to remove further supervision

by DCF and was “delegated” to have a durable power of attorney for the couple.

Soon thereafter, George contacted the couple’s bank to have the statements delivered to him.

He then provided the bank with a change of beneficiary form ostensibly signed by his clients to designate himself as the sole beneficiary. The form described George as a “friend” and made no mention that he was the lawyer for the couple.

Henry Lee Paul, Esq. is a former Bar Counsel who now represents lawyers in all matters before the Florida Bar and offers risk management services on all legal practice matters. He also represents applicants in all matters before The Florida Board of Bar Examiners.

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The bank questioned the relationship. George also raised concerns when he inquired with the bank about the status of a $97,000 transfer he had made to his own account. George paid himself fees without supervision.

DCF again became involved. The subsequent investigation uncovered the self-dealing by George. Over objection, George was ultimately discharged from his care of the couple. Another attorney was appointed to oversee the care of the couple. This attorney questioned the authenticity

of the signatures on the change of beneficiary form. The change of beneficiary was revoked.

The court ruled that the couple lacked capacity, which is relevant to the Rule 4-1.14 violation.

Rule 4-1.8(c) prohibits a lawyer from soliciting a gift from a client or preparing an instrument providing a gift from the client to the lawyer or the lawyer’s family. This rule applies to testamentary gifts. Although the Court noted that George did not suggest he be named as beneficiary, he did not decline the designation.

Rule 4-1.14 provides instruction for a lawyer in dealing with a client with diminished capacity. It provides that the lawyer should strive to maintain a normal relationship with the client. Although a lawyer may seek protective action, the comment instructs that the lawyer must “look to the client, and not family members, to make decisions on the client’s behalf.” In this case, the lawyer abused his fiduciary obligation in violation of the rule.

Although the violation of Rule 4-1.14 was obvious in this instance, there are circumstances where the obligations of a lawyer in representing a client with diminished capacity are less than clear.

Whenever a lawyer is entrusted with fiduciary obligations, it is advisable to be transparent and to avoid self-dealing. A lawyer should have undivided loyalty and act in the best interests of a client.

MARCH & APRIL 2025 13

On a Mission

fMental r Health

By Holly Cosby Co-Chair of the LCBA Mental Health and Wellness Mission

As the anniversary of the inception of Lee County Bar Association’s Mental Health and Wellness Mission approaches, we’ve been asked to reflect on the Mission over the past year. What a year it has been!

It started with many conversations about how stressful our profession is. We talked about how our peers were taking their lives, how they were coping with their day-to-day struggles in unhealthy ways, and how the work-life balance seemed non-existent for many. I spoke about my own journey, and we listened when others shared about their pain and hardships. Our peers were suffering in silence and shame. We knew there was something that needed to be done.

We spoke with the Collier County Bar Association and learned about their Attorney Wellness Initiative, which has helped many lawyers get the help they needed. It was FREE to those attorneys, paid for by donations made by other local attorneys who believed in that cause. Yes! We wanted THAT! Then-LCBA President, the Honorable Kathy Smith, was an integral part of getting this Mission off the ground. She gifted us with her wisdom and experience during this entire process, including coordinating a Lee Health mental health first-aid course for all who wanted to attend. Attendees included Judges Josephine Gagliardi and Devin George, the Hon. Kathy Smith, and attorneys Dawn Maselli, Monica Johnson, Shelly Finman, myself and our very own LCBA Executive Director, Lauren Baugh. Much like a CPR course, we learned about and became certified in mental health first aid; we are all now peer liaisons.

Over the following six months, we raised $20,650 in donations to help cover the therapy sessions from Associates & Bruce L. Scheiner,the Hon. Kathy Smith, the Hon. Joseph Foster, Joseph North, Robert Bowen, Karla Campos-Andersen, Michael Corso, T. Rankin Terry, Steven Spence, Shelly Finman, William Stockman and myself. We also received donations made during the 2024 LCBA gala and from the Miguel C. Fernandez, III Hispanic Bar Association. Henderson, Franklin, Starnes & Holt, P.A. recently made a donation,

joining the many who are committed to making this Mission a success.

All the while, Lauren Baugh was creating flyers and business cards, accepting donations, opening the correct bank account and providing financial updates to the committee. She helped us work with the intended therapists, developing contracts and guidelines. Lauren was promoting the Mission wherever and whenever she could.

She coordinated the wonderful event that publicly launched the Mission, where we were honored with the presence of both the Florida Bar President, Roland Sanchez-Medina, and the Florida Bar President-Elect, Sia Baker-Barnes. We truly could not have done any of this without Lauren.

The Mission Is LIVE! Six free, confidential therapy sessions are available to any and all active Florida Bar attorneys practicing in Lee County. So far, FIVE ATTORNEYS have worked with one of the therapists. We have no idea who they are, as this is confidential, but we are thankful that they are getting the help they need.

We are also offering a peer-to-peer support group on the second Wednesday of every month, which is also FREE. The peer-to-peer support group is available to any and all active Florida Bar attorneys practicing in Lee County and is an opportunity to confidentially share and receive experience, strength and hope.

Funding the Mission is crucial to making it a success, and we still need your help to grow the Mission and ensure that our peers are able to get the help they need. The Mission gives every attorney practicing in Lee County the ability to achieve mental wellness. There are many sponsorship opportunities; any donation amount will be accepted and will certainly be helpful. Please contact Lauren Baugh at LBaugh@leebar.org if you are interested in sponsoring this program.

We are looking forward to another amazing year with this Mission, getting healthier together!

Attorney Holly Cosby proudly represents five Florida Value Adjustment Boards. Holly is a Rotarian, member of Mensa International, and master and past president of the Calusa Chapter of the Inns of Court. In August 2025, Holly will be pausing the landlord representation portion of her practice to pursue a master’s degree in clinical mental health counseling.

MARCH & APRIL 2025 15

CLOSING ARGUMENTS from Our Sponsors About MHWM

Lawyers experience exceedingly high rates of depression, anxiety and stress, all of which can co-exist with or drive burnout. It is wonderful that the LCBA has a mental health initiative for those who have taken the first step of acknowledging the problem and seeking help.

This profession can be mentally and physically taxing. If I can help to alleviate that, even if it is just for one attorney, it was worth every penny. Whether it is an attorney at the Public Defender's Office, or any other attorney in our community. There is no reason for anyone to go through these stressors alone.

– Karla Campos-Andersen, Family Law Attorney, Law Office of Karla Y. Campos-Andersen

– Hon. Robert Bowen, Public Defenders Office, 20th Judicial Circuit

I am so proud of my firm’s support for this initiative because, as lawyers dealing with high-stress situations every day, our ability to effectively manage anxiety and stress – and the ability to get a little help when we need it – is essential to our ability to practice law with the competence and professionalism that our clients and peers deserve.

Henderson Franklin is proud to support the Lee County Bar Association’s Mental Health & Wellness Mission. The well-being of lawyers is essential to their success and the care they provide to clients. By encouraging a focus on mental health and creating a supportive environment, we help ensure our colleagues can thrive and make a meaningful impact on the community.

– PJ Scheiner, Trial Attorney Associates & Bruce L. Scheiner

– Edward Canterbury, Managing Lawyer Henderson, Franklin, Starnes & Holt, P.A.

At my age, I have been winding down from many professional service commitments over many years. I had to make an exception in joining this group of caring professionals, including taking the Adult Mental Health First Aid USA Training class. I felt compelled to support this most worthy cause.

– Shelly Finman, Esq., Family Law Attorney Sheldon E. Finman, P.A.

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In my opinion, good mental health is just as important as good physical health.

Therefore, to ensure a long productive life, we must take care of ourselves mentally just as well as we take care of ourselves physically.

– Joe North, Accident and Injury Attorney, The North Law Firm

MARCH & APRIL 2025 17

INTERIOR FEATURE

It's Personal Why Wellness Journeys Matter The legal profession is known for its high stakes and relentless pace. However, many Lee County lawyers have found ways to balance the scales and prioritize wellness alongside their workload. From hitting the ski slopes to taking daily walks that clear the mind, their stories illustrate that personal well-being and work-life balance are possible – despite the pressures waiting in the office and at court.

Read more to learn how a few of your colleagues redefine success by making time for what keeps them grounded, focused, and thriving.

Woman on a Wellness Mission After landing my dream job working for the Public Defender's Office right out of law school, marrying my high school sweetheart, and adding two beautiful children to our family, I was truly living the fat and happy life. However, I got to a point where I wasn't happy or healthy anymore. It took a toll on my physical and mental health.

When 2024 arrived, I started going to the gym five days a week before the sun had a chance to come up. I have an amazing coach who motivates me to do more, always delivering me gigantic weights that only she knows I can lift and writing down my personal records!

I made other small changes such as eating only when hungry.

I cut out late night snacks and made drinking water a priority.

Flavored water has helped me kick sweet tooth cravings.

Running helps not only improve my physical health, but my mental health as well. It's powerful when you think about how far your own two feet can take you. Running is becoming something that I enjoy so much that I do it on vacation.

I'm happy to say that I lost 70 pounds in 2024 and plan to continue these lifestyle changes throughout 2025. My New 18 LEEBAR.ORG

Year's resolution for 2025 is to run at least one 5K every month, and I have a neighbor who joins me. I completed my January run at FSW on 1/17, and the Edison Festival of Lights 5K in February.

In March, I will run in McGregor’s Kilts & Kilometers!

My family has been so supportive of me on my journey. When I come home from the gym, it can be chaos trying to get two kids fed, ready and out the door for school in time. But no matter what, my husband always takes the time to tell me he is proud of me for getting up early and going to the gym. My kids now ride their bikes alongside me while I run. I am hopeful that they see their mom working on herself and showing them an outlet they can also look to in their lives in the future.

My mom has grown accustomed to receiving a post gym workout photo of me when I get in my car. This has encouraged her to go to the gym, which makes me happy that I can be there and support her on her journey!

I’m also fortunate to work with the Hon. Kathleen Smith, who fosters an environment focused on her employees and their own mental health. She encourages a healthy work/life balance.

Because of this, I’m able to be a working mom and continue pursuing a healthy mind and body outside of work.

Your chances of success increase when you have a village in your corner. I'm so fortunate to have a village when it comes to my fitness goals. Get yourself a village and conquer your own fitness goals in 2025. I will gladly be a member of YOUR village!

– Erica Kanganis, Assistant Public Defender, Law Offices of the Public Defender, Kathy Smith, Public Defender, 20th Judicial Circuit

Running Toward the Goal “From a young age, I learned the importance of staying active, not only for my physical health but for my mental well-being.

My journey as an athlete – competing in track and field through college – instilled a determination that continues to guide my personal and professional life.

Hitting the Slopes for a Workout It’s an uphill climb when it comes to health and wellness for Chris and Andrea Smith, partners at Goldstein, Buckley, Cechman, Rice, Purtz, Smith & Smith.

The duo, who met in the courtroom on opposite sides, married in 2015 and now work together, prefer backcountry or ski touring, where getting to the top of the mountain does not involve a chairlift. Instead, they hike up mountains and then ski and snowboard down.

A typical day starts before dawn, where they climb 4,000 to 6,000 feet with a 25- to 40-degree pitch to ski down, usually two or three times in a day. To stay in shape for their vigorous mountain sport when in flat Florida, the couple does a lot of running, cycling and cardio exercises as well as lifting weights.

The ambitious sport started with Andrea, who grew up skiing in Wisconsin. Chris had never skied until he met Andrea. On their first trip to Park City, Utah, Chris fell and cracked a rib. But he kept going, eventually switching to snowboarding. They enjoy their sport so much that they built a home in Park City, visiting once a month, even if only for a weekend. When they are not in Utah, the couple has traveled to Japan, glaciers on Mount Hood, Colorado, Utah, Wyoming, California and Nevada, with the goal of spending about 20 to 30 days a year on the slopes.

“It’s an incredible workout,” Chris says. “You hike uphill for three hours to get to the top. It causes you to concentrate and unplug.

You get the thrill of fresh powder, and it’s a way to share our love of nature together.”

– Chris and Andrea Smith, Goldstein, Buckley, Cechman, Rice, Purtz, Smith & Smith

Today, running is my daily reset, providing clarity amidst the demands of being a Florida Bar Board Certified Marital and Family Law Attorney, a wife, and a mother of four children.

Balancing my health with my roles at work and home is a constant challenge, but I’ve learned that harmony comes not from a perfect balance, but from focusing on what matters most in each moment. Whether it’s advocating for my clients or cheering on my children, staying active is central to who I am and how I approach life.”

– Kayla Richmond, Family Law Attorney Henderson, Franklin, Starnes & Holt, P.A. Motivated for Life According to Brian Riley, director of business development at U.S. Legal Support, personal health and fitness is critical to one’s overall well-being. “I am turning 50 this year. At this point in the game, I am not racing or competing, I focus on overall health and staying injury free. I do my best to stay active, and my goal is to do something every day” said Brian.

His trick? “Get out early. The morning is the only time of the day that I can control. So, I try to get a workout or a jog before the workday starts. We recently adopted a new dog, Nina, and she has become my faithful jogging partner. She is always up for a run, and it keeps me motivated,” he said.

– Brian Riley, U.S. Legal Support Director MARCH & APRIL 2025 19

INTERIOR FEATURE

A Better Way to Wellness As the oldest locally owned and managed community bank in Lee County, Edison National Bank/Bank of the Islands has a long-term, comprehensive commitment to promoting a culture of health and wellbeing in the workplace. The company budgets annually to fund incentives and opportunities designed to support employee wellness through its “A Better Way to Wellness Program.”

The voluntary program offers incentives, reimbursements and other rewards to encourage healthy lifestyles, such as gym memberships, fitness equipment, and in-house yoga sessions for employees.

“The best thing about our wellness program is the results we see,” said Robbie Roepstorff, president of Edison National Bank/ Bank of the Islands. “We started the program because we have a vested interest in our employees’ health. It’s about so much more than increasing productivity and reducing sick days. We have seen employees turn their health around with this program and maintain healthy lifestyles, because they have the support system they need to do it.”

Currently, 100 percent of employees are participating in the program, which has yielded nearly two decades of successes and milestones. “In many cases, there is a ripple effect, and the results also impact that person’s family and personal life, making the whole family healthier. It’s a wonderful thing to see and something we all as a team find very gratifying," said Robbie.

The bank has received many major recognitions for the wellness program, including the American Heart Association’s Fit-Friendly Worksite Award at the Platinum and Gold levels, as well as awards from Lee Health’s Healthy Lee initiative and the Horizon Council Healthy Business in the Small Business category.

Giving back to the local community is always a focus. Recently, a group of 32 employees from Edison National Bank/Bank of the Islands – along with their family members – participated in the February 2025 Take Stock in Children/Strides for Education 5K, which benefited The Foundation for Lee County Public Schools.

–Edison National Bank/Bank of the Islands 20 LEEBAR.ORG

WELCOME NEW MEMBERS

WELCOME, NEW MEMBERS

Please join the Lee County Bar Association in welcoming these newest additions to our membership rolls.

ELIZABETH ABRAHAM, ESQ. Simmons and Cook, PLLC.

KELLY TACKETT, ESQ. Henderson, Franklin, Starnes & Holt, P.A.

HAYLEE BLESSING, ESQ. Henderson, Franklin, Starnes & Holt, P.A.

GABRIELA TIMIS, ESQ. Dentons Cohen & Grigsby

COURTNEY CASTRO, ESQ. Sheppard Law Firm

NEVA TORRES, ESQ. Law Office of Janet M. Strickland, P.A.

MATTHEW CHARNIN, ESQ. City of Cape Coral Attorney’s Office

MEGAN SHAW, ESQ. Parrish & Goodman PLLC

JACK FLAGG, ESQ. Henderson, Franklin, Starnes & Holt, P.A.

SHELDON STEFANIK, ESQ. Associates & Bruce L. Scheiner

JACQUELINE GROSSI, ESQ. Administrative Offices of the Court

MARCH & APRIL 2025 21

INTERIOR FEATURE

By Teri Hansen, APR

HEALTHY

LAW FIRMS HAVE HEALTHY

MARKETING PLANS

GREAT ATTORNEYS WORK AT LAW FIRMS OF ALL SIZES. The challenge for smaller firms, though, is getting the word out.

These firms don’t have massive marketing budgets to constantly be front and center in the media like their larger counterparts.

They don’t need a massive budget, either; they just need to be strategic with their marketing dollars.

Like utilities, rent and filing fees, marketing is a necessary expense for law firms. Unlike those other fixed expenditures, marketing expenditures can result in a significant return on investment... If that money is spent in the right places.

Successful marketing increases visibility, educates the community and motivates potential clients to act.

For the past 33 years, Priority Marketing has shared its expertise with clients across a broad spectrum of industries, including the legal profession. The firm currently provides marketing support for several law firms and legal-focused nonprofits, including the Lee County Bar Association.

22 LEEBAR.ORG

BELOW ARE FOUR STRATEGIES THAT ALLOW HEALTHY ORGANIZATIONS TO FLEX THEIR MARKETING MUSCLES. 1. Diversification Financial planners recommend a balanced investment portfolio with stocks, bonds, mutual funds and cash to manage market risk while achieving long-term goals. The same principle applies to marketing. Law firms should consider all media options in their marketing, advertising and public relations plans, including TV, newspaper, magazine, radio, social media, outdoor billboards, online and other types of media.

This ensures that firms can reach target audiences on multiple platforms.

2. Audience analysis Marketing should be targeted and strategic.

All media outlets – television, print, digital, radio and online – have different audiences.

It’s best to align with media that share key target demographics because their audience is more likely to be receptive to the message they watch, read or hear.

3. Frequency Organizations often are tempted to throw their marketing dollars into one commercial or advertisement. However, industry experts deem an advertising budget effective if it

reaches at least 60% of the target audience a minimum of three to five times. A daily, weekly or monthly ad could reach different audiences, even if it’s featured on the same platform.

4. Creativity Consumers are inundated with marketing pitches – commercials, print ads, radio spots, social media ads, media stories and more.

They’re everywhere. To stand out, build a campaign around messaging that is original and creative. This helps your message cut through the noise, and a memorable message stays top of mind with consumers information to support search engine optimization (SEO) for your business. It is also important to maintain an active social media presence.

And, don’t forget to activate the power of networking – both online and in person!

So many small businesses on a tight budget, including smaller law firms, question whether they can afford a strategic marketing campaign that includes advertising, public relations, social media, digital marketing, video production, creative design, collateral development, website optimization and other professional marketing services.

Given the highly competitive nature of Southwest Florida’s legal industry, the true question should be: Can they afford NOT to advertise?

LOOKING FOR MARKETING SUPPORT? Visit PriorityMarketing.com or call (239) 267-2638 for more information.

To further increase visibility and position your firm in front of the local legal community, contact RGsales@prioritymarketing.com to explore advertising opportunities within Res Gestae.

10 STEPS TO CREATE A MARKETING PLAN EFINE YOUR OFFERINGS: D What are your features, benefits, differentiators and pricing?

DEFINE YOUR MISSION: Why are you in business and what do you hope to accomplish?

EFINE YOUR TARGET D AUDIENCE: Who needs to know about your company and services, and why?

CONDUCT A MARKET ANALYSIS: What is the general environment that your business competes in?

CONDUCT A COMPETITOR ANALYSIS: Who is your competition and what are they doing right (and wrong)?

DEFINE YOUR BRAND POSITIONING: What are your unique attributes, assets and selling points?

OUTLINE YOUR GOALS: What are specific, measurable, attainable, relevant and timely targets?

MARKETING STRATEGY AND TACTICS: Where do you want to go and how will you get there?

S ET A MARKETING BUDGET: How can you best spend money to accomplish your goals?

EFINE METRICS OF D PARAMOUNT IMPORTANCE: What KPIs equate to success?

MARCH & APRIL 2025 23

SPONSORED CONTENT

Your Firm's Financial Health

WHAT’S GOOD FOR THE BODY AND MIND IS HEALTHY FOR THE FIRM When people think about a company’s financial health, it may seem ambiguous. But ultimately, a firm is a collective made up of multiple people; since we understand how to keep people healthy, we can apply the same principles to a company.

With that in mind, there are three facets to a firm’s financial health that are critical. The first is the state of its human capital.

The same way that if a person is unwell they don’t perform at their best, a company cannot reach the limits of its success without a staff that feels invested in and supported. That entails ensuring team members receive the education and training they require to perform well in their role, the appropriate benefits, and the opportunities to take better care of themselves in and out of the firm. This could take on the form of financial literacy classes to pickleball lessons. Additionally, employees who understand their potential career trajectory within a firm and the steps that must be taken to achieve the role and salary they desire are much more likely to go above and beyond than those operating without direction and purpose.

The second facet relates to emergency preparedness. The same way that each person should have funds earmarked for emergencies to last about six months, a business also requires money set aside for the unknown. Whether it is changes in compliance and regulations, a shift in the industry, or physical damage to an office building, those that budget for the unforeseen come out of the situation in better shape. The winners of business recessions are those with cash on hand.

Finally, when it comes to a business’ health, anticipating what the future may bring to the greatest extent possible is key. Just as a person knowing their family’s health history can then plan for their potential future outcomes, so too a business should anticipate how it will grow and evolve. This can be planning for a business exit, whether that be through acquisition or succession planning, or it could be due to business partnerships going awry. As the saying goes, you have to know how to get out of something before you get into it; plan for the scenarios that can impact any business.

Reflecting on how to shore up these aspects of your business will help it lead a healthy and fruitful life. Then, it’s just a matter of physically keeping each of the members of the business physically, mentally and emotionally healthy.

-D anielle Lucht, RICP, CDFA, founder and financial advisor at Everwell Financial

Contact Information (239) 288-7154 danielle@everwellfinancial.com 1591 Hayley Lane, Suite 202 Fort Myers, FL 33907

Retirement Income Certified Professional® 24 LEEBAR.ORG

Serving over 200 households nationwide

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/ Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Everwell Financial and Cambridge are separate entities.

18+ years of experience

SPONSORED CONTENT

Your Firm's Financial Health

Your Firm’s Financial Health: Partnering with HSC/Tuscan & Co., P.A. For law firms, maintaining a strong financial foundation is essential to achieving long-term success. HSC/ Tuscan & Company, PA, a leading accounting and advisory firm in Southwest Florida, provides comprehensive CPA accounting services to law firms, attorneys, bankers and more.

With decades of experience and a deep understanding of the legal industry, our team is uniquely positioned to help firms optimize their financial operations and achieve sustainable growth. These seasoned professionals provide clients with an impressive depth and range of financial planning and business expertise.

At HSC/Tuscan, we make it our business to know your personal and business financial challenges and goals in order to offer tailored solutions that will improve your tax position, capital position, business structure, acquisition potential and more. Fees are earned when we add value to your asset base and company.

Comprehensive Financial Solutions for Law Firms HSC/Tuscan & Co., P.A. provides a full range of accounting and advisory services designed to support law firms and their partners at every stage: • Accounting & Bookkeeping Services: Ensure your firm’s financial records are accurate and up to date with customized bookkeeping and accounting support.

• Tax Planning & Compliance: HSC/Tuscan offers proactive tax strategies to help minimize your tax burden while ensuring compliance with the latest regulations.

• Business Advisory Services: From entity selection and budgeting to profitability analysis, their advisors provide strategic guidance to help your firm grow and thrive.

• Partner Compensation & Profit Distribution Strategies: They can help structure compensation plans that align with your firm’s long-term goals and partner expectations.

• Succession & Retirement Planning: Planning for the future is essential for law firm stability. HSC/Tuscan can help design effective succession plans and retirement strategies that protect your firm’s legacy.

Trusted Advisors for the Legal Profession HSC/Tuscan & Co., P.A. serves as a trusted advisor for law firms across the region. Their team is dedicated to helping attorneys improve financial efficiency, increase profitability and reduce financial stress. To learn more, visit HSCTuscan.com or contact their team today.

MARCH & APRIL 2025 25

Highlighting

This special advertising section showcases female attorneys from local Lee County law firms and highlights their areas of legal expertise. Join us in celebrating these female professionals in honor of Women’s History Month!

26 LEEBAR.ORG

JUDICIAL SPOTLIGHT

Bri n g i n g p e r s p e c t ive to t h e b e n ch

R etir e d j u dg e Lei g h H ayes recently spoke with Res Gestae about the difference in perspective that women can offer, based on her decades of experience serving on the Bench.

Back in the 1980s and early 1990s, there were many young female attorneys starting out in Lee County. “They included the Hon. Kathy Smith and Bea Taquechel at the Public Defender’s Office and the Hon. Amira Fox, the Hon. Sheri Polster Chappel and the Hon. Maria Gonzalez at the State Attorney’s Office. Others practiced in additional areas, including the Hon. Josie Gagliardi, the Hon. Lee Schreiber, Liz Adams, Alane LaBoda, Amy Hawthorne, Lisa Porter and Suzanne Ederr. Fine female attorneys like Vicki Sproat and Diane Jensen were well established,” said Judge Hayes.

But then, he realized he was taking the same people to jail on his docket, but we rarely saw the ones on my docket again, who had gotten their licenses,” she added.

At the time that Judge Hayes started as a Lee County judge in 1997, she was the only female on the Bench. “It was five tall guys – Rad Sturgis, John Dommerich, Ed Volz, Keith Cary, and James Adams – and me. They were very good to me,” she said.

“From my point of view, I saw Judge Hayes offer treatment to addicts and mentally ill defendants rather than incarceration.

She offered people the tools they needed to build a life free from illicit drug use, and encouraged each person to own their mistakes and deal head on with the issues that kept them coming to court. And, not surprisingly, it worked!”

Kathy said.

“But, I found that we looked at things differently; for instance, driving on suspended driver’s license cases. Traditionally, several of my colleagues sentenced these folks to long periods in jail for driving offenses. I’m more practical.

I thought if these offenders got their driver’s licenses back, I could sentence them to court costs, and they wouldn’t stay caught up in the system. And that’s what happened,” explained Judge Hayes.

Judge Hayes knew early on that women’s voices were critical in the conversation about the changes needed in the courts to keep the local community safe and healthy. “On the bench, she led by example and showed everyone that a hammer was not always necessary to bring about change in the lives of defendants being sentenced,” said Hon. Kathy Smith.

As a result of the judge’s trailblazing efforts, Lee County’s Treatment Courts have saved millions of taxpayer dollars, saved countless lives and made Lee County a safer community in which to raise families. “The women mentioned by Judge Hayes have grown from young lawyers to changemakers in the evolution of our justice system,” said Kathy. “As the saying goes, we stand on her shoulders.”

“A bailiff for another judge was walking with me one day and told me that he’d thought my system was ridiculous.

MARCH & APRIL 2025 27

Special advertising section

Our Women Attorneys Will Fight For You Community is the centerpiece of our firm – witnessed in the way we fight for our clients and serve the local community. We salute the women attorneys on our talented team for setting a high bar, serving as strong, dependable advocates for their clients and upholding the highest standards in the practice of law.

Danielle Seitz

Jennifer Fairbanks

Danielle earned her law degree from Loyola University Chicago School of Law, where she also received a Certificate in Child and Family Law. Today, she guides and represents family law and adoption clients through what is often the most stressful and emotionally trying time in their lives.

Jennifer brings nearly 20 years of expertise in the construction industry to her business and civil litigation clients.

A Florida-licensed general contractor and a certified sales agent, Jennifer is known for her meticulous attention to detail and commitment to excellence.

Katherine Camadeco

M. Denise Molina-Vel

Katherine has helped hundreds of families navigate their unique family law and adoption situations since 2012.

Katherine earned her MBA at Florida Gulf Coast University and attended Delaware Law School. This law school experience is punctuated by prestigious clerkships.

Denise attended the University of Puerto Rico Law School, earning her JD in 2014 and admittance to The Florida Bar in 2017. Her career began in federal civil litigation, then she worked in family law until joining our firm, where she drafts legal documents for business and civil litigation clients.

Associate Attorney

Partner

Senior Associate

Associate Attorney

Rochelle Pitts, Esq. Associate Attorney

After obtaining her bachelor’s degree in 2013, Rochelle worked as a paralegal at a personal injury law firm before heading to law school. In her final year at Ave Maria School of Law, Rochelle’s fiancé was killed in a car accident. She persevered, graduated with her JD, and was admitted to practice law in Florida in 2023. Using her strong legal background and personal tragedy, Rochelle now passionately advocates for her personal injury and wrongful death clients.

Personal Injury | Family Law | Business Formation | Commercial & Real Estate Litigation

28 LEEBAR.ORG

Sponsored Content

Danielle Levy Seitz Partner

Katherine E. Camadeco Senior Associate

Family Law & Adoption

Family Law & Adoption

Meet the Women of Aloia | Roland: From navigating complex legal challenges to championing your case, our accomplished female attorneys bring expertise, dedication, and a fresh perspective to the courtroom.

See what defines us.

Rochelle A. Pitts Associate

Jennifer L. Fairbanks Associate

M. Denise Molina-Vel Associate

Personal Injury & Wrongful Death

Business & Civil Litigation

Business & Civil Litigation

(239) 791-7950

www.LawDefined.com MARCH & APRIL 2025 29

Special advertising section

Driven & Dedicated to Your American Dream DeMine Immigration Law Firm is a privately held immigration law firm that practices all areas of immigration. We are proud to shine a light on our female attorneys, paralegals, legal assistants and office staff that play an important role in helping our worldwide clients achieve their American Dream.

INDERA DEMINE Partner and President

Indera DeMine immigrated from Guyana and became an attorney out of a passion for immigration law. With firsthand experience of the complexities of the immigration system, she deeply understands the immigrant journey, offering compassionate solutions to clients navigating their own cases.

EMMANUELLA CASIMIR Associate Attorney of Removal Defense

Born in Haiti and raised in the U.S., Emmanuella Casimir transitioned from criminal defense to immigration law. With a background at the Office of the Public Defender, she is committed to helping others by defending immigrant rights and making a positive difference in their lives.

ANA MARIA OLIVER

Supervising Paralegal

Ana Maria Oliver, originally from Colombia, moved to the U.S. in 2020 to achieve her professional and personal goals. Passionate about supporting clients on their immigration journey, she is dedicated to helping them achieve the American dream while navigating the challenges of the process.

30 LEEBAR.ORG

CLAUDIA VELEZ Office Manager

Claudia Velez, originally from Mexico, is the first generation in her family to immigrate to the U.S. With a dream to support fellow immigrants, she seeks to help others achieve legal status while balancing her career in real estate. Her mission is to guide others toward success.

KIMBERLY OCEGUEDA

Fort Myers Office Coordinator

Born in the U.S., Kimberly Ocegueda takes immense pride in her Mexican heritage. Working at DeMine Immigration allows her to stay connected to her roots while making a difference by assisting others on their immigration journey, helping them find new opportunities in the U.S.

ALEXANDRIA FERNANDEZ Lehigh Acres Office Coordinator

Alexandria Fernandez was born in the U.S., but her family is originally from Mexicali, Baja California. Inspired by her parents’ journey to the U.S., she is dedicated to helping families achieve their American dream, offering support to those navigating the immigration process with empathy and care.

Sponsored Content

KATE MCCARTNEY

KRYSTAL GUTIERREZ

In-House Marketing Coordinator Originally from South Dakota, Kate McCartney moved to Southwest Florida in 2022 to pursue a bachelor’s in communication at FGCU. She is appreciative of the opportunity to start her career in public relations at DeMine Immigration and spread awareness to the immigrant community.

Legal Assistant

Born in the U.S. with Cuban roots, Krystal Gutierrez recently completed a bachelor’s in legal studies at FGCU. With a passion for helping others, she aspires to become an immigration attorney, assisting individuals who may not have the same opportunities to succeed and realize their dreams.

ARELDA AMBROCIO

VALERIA SANTOYO

Paralegal

A proud Guatemalan American, Arelda Ambrocio recently completed a bachelor’s in legal studies at FGCU as a first-generation student. She is honored to be part of a firm that values its clients and is committed to making a meaningful impact in the lives of immigrants.

Legal Assistant

Valeria Santoyo, from Mexico, is pursuing a dual bachelor’s in political science and legal studies at FGCU. She hopes to practice immigration law in the future, committed to giving back to her community and helping others achieve their American dream through dedicated legal support.

MABEL DIAZ ROSAS

MARTINE R JEAN BAPTISTE

Legal Assistant

Mabel Diaz Rosas, originally from Colombia, came to the U.S. seeking better opportunities. She is driven by a desire to provide her child with the opportunities she never had and to give back to her community with dedication, professionalism, and passion for her work.

Receptionist

A Haitian American, Martine R Jean Baptiste strongly resonates with Haitian culture and values. She brings warmth and understanding to her role, offering a welcoming environment for clients and contributing to the firm’s mission of supporting immigrants throughout their journey.

DARLING CAROLINA CERDA Receptionist

Darling Carolina Cerda, originally from Nicaragua, immigrated to the U.S. seeking both professional and personal growth. Passionate about helping others, she is dedicated to making a positive impact at DeMine Immigration, supporting clients as they work toward their own success in the U.S.

239.208.2680 DeMineImmigration.com MARCH & APRIL 2025 31

Special advertising section

32 LEEBAR.ORG

Sponsored Content

Celebrating Two Remarkable Legacies The Honorable Margaret O. Steinbeck received a heartfelt retirement celebration on Friday, November 15, in Lee County, concluding an extraordinary 26-year judicial career. Judges from the 20th Judicial Circuit, the Florida Supreme Court, retired and senior judges, court administrators, attorneys, family, and friends gathered to pay tribute to her decades of service.

HON. MARGARET O. STEINBECK

Speakers included Chief Justice Carlos Muñiz, Judge Robert Branning, and Judge Mark Mahon, all highlighting Judge Steinbeck’s exceptional career—from her military service as a JAG officer to her pivotal contributions on the Circuit bench.

The 20th Judicial Circuit also marked the retirement of the Honorable Lee Ann Schreiber with a special gathering in November. Friends, colleagues and court staff arrived in her hearing room at the Lee County Courthouse to bid her farewell and celebrate her commitment to her community.

The Chief Judge and TCA presented Judge Schreiber with a well-deserved Service Award. Her fellow judges surprised her with a proclamation recognizing her outstanding contributions. The event included heartfelt tributes, shared memories, and sweet treats in her honor.

Both Judge Steinbeck and Judge Schreiber leave a legacy of wisdom, leadership and unwavering dedication. Their legacies will continue for years to come.

HON. LEE ANN SCHREIBER

HENDERSON FRANKLIN CELEBRATES OUR 2025 LADIES IN LAW.

Haylee Blessing

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“Fight for the things that you care about, but do it in a way that will lead others to join you.”

—U.S. Supreme Court Justice Ruth Bader Ginsburg

Iman Zekri

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Where Tradition Meets the Future. henlaw.com • 239.344.1100 Fort Myers • Bonita Springs • Naples | Recognized in 2025 by Best Law Firms ®

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BUSINESS & TAX • BUSINESS LITIGATION • CONSTRUCTION • DIVORCE, MARITAL & FAMILY • EMPLOYMENT • HEALTH CARE • LAND USE, ZONING & ENVIRONMENTAL • MERGERS & ACQUISITIONS • REAL ESTATE • TORT & INSURANCE • WILLS, TRUST & ESTATE PLANNING • WORKERS’ COMPENSATION

©2025 Henderson Franklin Starnes & Holt, P.A.

MARCH & APRIL 2025 33

GUEST COLUMN

By John Agnew, Esq.

GETTING INVOLVED WITH THE FLORIDA BAR

34 LEEBAR.ORG

LCBA President John Miller’s theme for this year is increasing member engagement.

I couldn’t be more supportive of that mission.

Member engagement, including the associated interactions with other local practitioners, the judiciary and other local bar supporters, improves collegiality and professionalism among the local bar and in our daily practice; it provides networking, mentorship and CLE opportunities; and it provides the chance to give back to the legal community and community at large. These tangible and intangible benefits are worthy investments of our time and effort, contributing to our personal and professional growth, with meaningful opportunities to help others along the way. I certainly feel that has been the case for me, from the time I first joined the LCBA, to serving as its president in 2014, to present.

Early in our careers, a young lawyer’s nature is often to ask, “What can this engagement do for me?” Whereas, later in our careers, it is more often, “What can I give back?” Certainly, you can give back in all kinds of ways at the local bar level, including serving in bar leadership, mentoring young lawyers and taking pro bono cases, among many others. I wholeheartedly support all these efforts. I also encourage you to become more engaged with The Florida Bar, where you can help shape rules, policies and other regulations of the practice of law in Florida, as well as assist in protecting the public – the primary purpose of The Bar. There are many ways to get involved in The Florida Bar. Regarding the protection of the public, this includes service on a local grievance committee (GC) or unlicensed practice of law (UPL) committee. The 20th Circuit currently has two local GCs (after a recent consolidation from three to two), as well as a UPL Committee, each comprised of lawyers and nonlawyers.

The GCs are responsible for continuing the investigation of possible lawyer misconduct referred by Bar discipline attorneys, essentially serving in the capacity of a grand jury, to determine whether there is probable cause

to proceed with prosecution by Bar discipline attorneys. Similarly, UPL investigates complaints that an individual is practicing law without a license.

Since 2019, I have had the pleasure of serving on The Florida Bar Board of Governors (BOG), representing the 20th Circuit. My responsibilities include making appointments to our local GCs and UPL Committee. If you or someone you know has an interest in serving on either a GC or UPL Committee, please contact me. Public members are often particularly difficult to find, so please reach out if you know someone who may have an interest.

Other ways to get involved with TFB include membership and potential leadership within one or more of TFB’s 22 Sections or Certification Committees, which range in the alphabet from Administrative Law to Workers’ Compensation, or one or more of its 74 standing committees (e.g., Bar Services Committees, Standard Jury Instructions Committees, Substantive Law Committees, Court Rules Committees and Public Service Committees).

We have extraordinary lawyers in the 20th Judicial Circuit, and I am proud to represent our collegial Circuit on the 52-member BOG. For those who may not be aware, the BOG forms and adopts policy matters concerning activities of The Florida Bar, subject to the limitations imposed by the Rules Regulating The Florida Bar. If there is ever a policy matter up for review by the BOG that you wish to discuss or provide comment, I always welcome it. Likewise, if you ever seek an appointment that is either made by the BOG (e.g., the ABA House of Delegates, Florida Legal Services Inc. Board of Directors, Florida Realtor-Attorney Joint Committee, Funding Florida Legal Aid Board of Directors, etc.) or screened by the BOG (e.g., a Judicial Nominating Commission), please do not hesitate to reach out and let me know in advance, so I am able to best support your efforts.

In keeping with the theme of “engagement,” I hope to see many of you at an event for the LCBA soon.

John Agnew serves as the City Attorney for the City of Sanibel. He also has a diverse practice in other government, employment, and business matters, representing businesses, individuals, governmental entities and special districts. John holds the highest AV-Preeminent rating from Martindale-Hubbell and has been selected annually by Florida Super Lawyers® for recognition every year since 2009. Prior to becoming an attorney, John was an Army Ranger, who served overseas on multiple deployments and competed three times in the annual Best Ranger Competition.

MARCH & APRIL 2025 35

SPECIAL FEATURE

You're Invited!

Bench Bar-B-Q & Shrimp Boil Reimagined SAT U R DAY, M A R C H 2 9

Set a course for the annual LCBA Bench Bar-B-Q & Shrimp Boil, a family-friendly gathering where legal professionals can bring their kids to have fun, relax, network and enjoy a delicious low country boil and barbecue.

This highly anticipated event has an exciting new location for 2025: the IMAG History & Science Center. In addition to its beautifully landscaped grounds, they have a plethora of innovative presentations, programs and activities to do inside. LCBA cannot thank IMAG and Senior Director of Development & Communications Kelli King enough for hosting this event on their amazing property!

Your ticket to the Shrimp Boil includes IMAG’s popular aquariums, animal exhibits, interactive displays and more! Did you know you can even pet some of their live animals? If you have not had a chance to explore this local history and science destination, this is your chance to check it out.

But that’s not all! Your kiddos may also enjoy: • Sweet Treats by Southern Snoballs • DJ & Live Music • Face Painting • Balloon Art For adults, there’s also the opportunity to enjoy casual conversation and crack open a cold one with fellow attorneys and judges from the Southwest Florida legal community. It’s a wonderful opportunity to leave the office behind and share a laugh with other legal eagles.

If you are a reel fan of simmering shrimp, crawfish, corn and sausage, you’ll want to try our famous “Low Country Boil” by our team of extraordinary chefs, Judge Branning and Jerry VonGruben. There will also be mouthwatering barbecue, catered by Mission BBQ.

T IC K E T S AT LEEBAR .OR G 36 LEEBAR.ORG

When:

Saturday, March 29 12 p.m. to 3 p.m.

Where:

IMAG History & Science Center 2000 Cranford Ave. Fort Myers, FL 33916

• LCBA Members, Judges & Guests: $30 • Non-Members: $50 • Kids Ages 7 to 17: $15 • Kids 6 and under eat FREE

Sponsorship Opportunities Still Available!

Contact Lauren Baugh at LBaugh@leebar.org or call (239) 334-0047 to secure one of the remaining Shrimp Boil sponsorship packages.

MARCH & APRIL 2025 37

38 LEEBAR.ORG

TERRY'S TAKE ON THINGS

By T. Rankin Terry, Jr., JD, LLM

CAR TITLES

& CIVIL RULES REVISIONS In December, we lost Judge Bill McIver. Bill was a lawyer’s judge. Also in January, we lost my longtime secretary Carmelaine Boddison.

In helping Carmelaine’s family, I decided to use a new statute that has not been publicized that may do some good: Sec. 319.28 (1) (c) Fla. Stat.

(2024) dealing with “car titles,” the bane of probate practice.

Basically, now, if the deceased died testate, a lawyer can sign the “Application for Title” into the heirs without giving the Tag Office a copy of the deceased’s will, trust, etc.

However, you, as the lawyer, must give an affidavit that sets forth some rather specific things. The net of which is that the named people are the heirs and are lawfully entitled to own and possess the car, boat, mobile home, or whatever.

Terry’s take? Don’t do this unless you have a written agreement signed by all the heirs taking under the will, trust, etc. agreeing that they have no objections to the will, trust, etc.’s provisions, at least, no objection to those provisions that dispose of personal property. You are essentially a Quisi-probate judge sanctioning and orchestrating a distribution!

I envision the DHSMV issuing a title certificate to the heirs listed in the affidavit with the word “and” between each name. There is one not so slight nuance, which is that you do not have to attest that the “estate is not indebted.” See Sec. 319.28 (1) (b) Fla. Stat.

Also, observe that while a surviving spouse may “skip title” over themselves, other heirs evidently cannot, see Sec. 319.28 (1) (d) Fla. Stat. Tax Collector Branning’s office is helping with an

affidavit form. The Department of Revenue has yet to issue one.

Civil Rules Revisions The LCBA held a very good Civil Rules Revisions seminar on Friday, January 31, presented by our local judiciary. By the time this is published more information may be available. Here is my take on some of the issues.

Basically, the changes, in the works for years, are an attempt to align State practice with longstanding Federal practice. I see two “sandbars” that may slow things down. One is that the legislature will not fund each trial judge having one or two law clerks, as do Federal Judges and Magistrates, to allow them the intimacy with each case that the new rules will require. There are not enough people to do the work required.

The second is that under Federal practice, motions may be decided without hearings. That is, judges may request a hearing, and the parties may request a hearing, but the judge does not have to grant a hearing. Evidently there was massive opposition to doing away with the right to a hearing. In Federal Court, you have to “put it all in the paper!” The intellectual effort to do that is different from oral argument, by Zoom or in person. From my 30+ years on the Civil Rules Committee, I suspect that the argument is/was, “I want to be sure the judge understands my position!” Somehow federal judges do it.

Maybe, in September or October, after this “cooks” a while, we can organize a 3- or 4-hour semi-Q&A seminar and get into the weeds of practice under the new rules.

T. Rankin Terry, Jr. is a longtime Southwest Florida practitioner.

He was board certified in civil trial for 35 years and has been a certified mediator for 29 years.

His undergraduate degree in mechanical engineering is from the University of Kentucky, his juris doctor is from Washington University in St. Louis, and his LLM in tax is from the University of Florida.

MARCH & APRIL 2025 39

THE DISH

By Lauren Baugh

LET THE GOOD TIMES ROLL AT It's called 810 Entertainment, and it has something to offer for everyone!

Enjoy the lively atmosphere and our famous Mean Mugs Milkshake Bar while you let the good times roll.

It's called 810 Entertainment, but the experience offers so much more!

Imagine a space where the whole family can have fun and laugh together – kids and grandparents – all at once. Seems hard to think of, but 810 Entertainment in Estero has figured out the equation to make that happen!

Time to Spare?

LET’S PLAY!

Get ready to be social and enjoy a little friendly competition!

• Bowling • Billiards • Axe Throwing • Arcade Games • Sports Simulators • Krazy Darts

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I recently visited a popular new hot spot at Miromar Outlets in Estero. While researching this place in advance, I learned that they are a national franchise, but this is only their second location in Florida. For those wondering, the other location is in Panama City Beach.

Do you like bowling? They have 16 lanes available! Like billiards? They have it! Like

arcade games? They have them! There’s also darts, axe throwing, sports simulators and more.

Literally, there are HOURS of fun to be had there.

What first caught my eye as I walked in was the Mean Mugs Milkshake Bar. Now, the name is funny, because they named this dessert destination after a 20-pound pug named Belle.

The name also works because they are serious about their offerings. Choose from 16 flavors of ice cream, and not just your average, chocolate, vanilla and strawberry. For instance, they feature flavors like “Lil’ Blue Panda” and “Playdoh” to name a few. They also have gluten-free and dairy-free options!

Beyond their scoops, there is a whole other world that any ice cream enthusiast would die

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over: adult-only milkshakes. These milkshakes are NOT for your kids! Accompanied by a variety of “mugshots” – AKA liquor shots – they are definitely made with adults in mind!

For example, I got The Realist, which contains the following: Cookies and cream ice cream, chocolate dip with Oreo crumbs, chocolate chips, Hershey bar pieces, whipped cream, fudge Oreos, chocolate drizzle and then a shot of vanilla vodka. Need I say more? If you want to let your kiddos have something just as exciting, you can order these artistic, oversized milkshakes, in a waffle bowl.

Reward Yourself 810 Entertainment has a really cool rewards program you can enroll in where you can earn one point for every $1 spent. This makes it more worth the money you are going to spend to be entertained and fed. With all they have to do and offer, you are going to be racking up the rewards points in no time.

Not into amazing milkshakes, billiards or bowling, but looking for a bar to sit down at and watch the game? They have that covered as well! There are game day specials, which make it all the more exciting and range anywhere from a $15 bucket of beer with five domestic or import beers to $45 for pizza, 20 wings and a pitcher of beer.

So, whether you want to come alone or bring the whole fan club, you’re sure to find a great deal.

If sports and gaming aren’t your thing, they have amazing chicken wings. On Wednesdays, those are all half-priced. Not sold yet? How about Happy Hour every day from 4 p.m. to 7 p.m. with drink specials ranging from $4 well liquors to $7 signature cocktails and then half off all starters? Hard to beat those deals! Can’t get there until 9 p.m. and want to get in on their deals? They have half off all starters, daily from 9 p.m. to close.

Lastly, if you are looking to team up with a restaurant to host your next happy hour, social, creative corporate event or the like, they can accommodate that, and easily! Email their event manager at info@810Bowling.com, or simply reserve space through their website!

Would you like the LCBA to host an event there?

Let us know! Perhaps a competition between the YLD and vintage lawyers? Between their bowling lanes, sports simulators, billiard tables, interactive darts, axe throwing, children’s arcade games, huge menu of food and craft cocktails with a fully stocked bar, it would make for a great time!

After all, Southwest Florida has all kinds of things to do as an adult or as a child, but not many things that you can do with the whole family and actually enjoy. This upscale, family friendly destination offers entertainment, food and fun for all ages. Whether you are young or “vintage,” 810 Entertainment is a great place to go – and trust me, you will have fun.

HOURS OF OPERATION Sunday – Thursday 11 a.m. to 10 p.m.

Friday & Saturday 11 a.m. to 12 a.m.

10801 Corkscrew Road, Suite 50 Estero, FL 33928 (239) 766-8448 810Bowling.com/Estero-FL

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MARCH & APRIL 2025 41

LEGAL LENS

OFFICIALLY

ENGAGED FOR 2025

The LCBA recently held its Annual Swearing-In Luncheon on Friday, Jan. 17, at the Old Lee County Courthouse in downtown Fort Myers. During the program, members witnessed John Miller, III, Esq. assume the role of president on behalf of the LCBA for 2025, along with the organization’s executive board and more.

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1. Brian Riley and John Miller III 2. Kevin Huguelet and Joey Coleman 3. Carlos Kelly, Suzanne Boy and Doug Szabo 4. Michael Corso and John Potanovic 5. Hon. Kevin Karnes, Dan Detrick, Cynthia Duff, Hon. Kevin Anderson, Blake Hampton 6. Gary Rhodes, Hon. Kathy Smith, Asma Anwar, David Seitz, Raychel Thomas, Brendan Shearman and Ryan Downey 7. Veronica Batt, Brooke Birkey, Kristianna Soto and Raychel Thomas 8. Kevin Huguelet, Blake Rizzolo, Megan Strayhorn, Kristianna Soto, Hon. Kathy Smith, John Miller III, Hon. Devin George, Erin Casey, Jerry Olivo, John Dommerich Jr 9. O live Miller, John Miller III, Kayla Richmond (Miller), Rory Miller, Jack Miller, Harper Miller, Susan Miller, Dr. John Miller II and Doris Stinnett 10. Joey Coleman, Hon. Lindsay Garza, Amanda Levy-Reis 11. G abriel Arbois, Iman Zekri, Kevin Huguelet, Kelly Tackett and Tyler Baillargeon 12. Hon. Kyle Dudek, Hon. Kathy Smith, Megan Strayhorn, Kristianna Soto, John Miller III, John Dommerich Jr, Jerry Olivo, Hon. Devin George, Kevin Huguelet, Blake Rizzolo and Erin Casey

MARCH & APRIL 2025 43

INTERIOR FEATURE

Clerk of the Circuit Court & Comptroller

From the Desk of Clerk Kevin C. Karnes Lee Clerk launches Hope Card program to help protect domestic violence victims

Domestic violence is a common problem in the United States, affecting an estimated 10 million people every year. As many as one in four women and one in nine men are victims of domestic violence, according to the National Institutes of Health. In 2024, the Lee County Clerk’s office received more than 3,000 domestic violence petitions for members of our community.

To help protect domestic violence victims, we are proud to have implemented the Hope Card program, a new statewide initiative.

Clerk Kevin Karnes was appointed Clerk of the Circuit Court & Comptroller by Gov. DeSantis in March 2022 and was elected to the position in August 2022 by Lee County voters. He holds a master's degree in legal studies from American Public University and is a Florida Supreme CourtCertified Clerk and Comptroller.

Karnes also proudly serves on the Board of Directors of the United Way of Lee, Hendry, and Glades, and also serves as a member on a Florida Bar Grievance Committee.

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A Hope Card is a free digital or wallet-sized card for people who have been issued a final injunction for protection, commonly known as a restraining order. It provides domestic violence victims with a clear and easily accessible tool to show law enforcement that they have a final injunction for protection to help ensure their safety.

Through the statewide Hope Card program, anyone who has been issued a final injunction for protection against domestic violence can apply for a Hope Card with the Clerk of Court where the injunction was originally granted. This also includes court orders for stalking, repeat

violence, sexual violence, dating violence or abuse or exploitation of an elderly person or disabled adult. The Lee County Clerk’s office offers digital versions of the Hope Card. Since implementation in October of 2024, we have distributed eighteen Hope Cards.

Hope Cards identify the name and birth date of the person protected by the court order and the person who the order is against. Certain information relating to the protective order, such as the type of injunction and date the order expires, is also included on the card. They are valid for two years or until the injunction expires, whichever occurs first, but may be renewed if the injunction remains in effect.

The Hope Card program was created by the Florida Court Clerks & Comptrollers (FCCC) organization in coordination with the Florida Attorney General’s Office.

We are pleased to be able to bring this service to Lee County to help protect victims of abuse and violence. In addition to offering the Hope Card, our office partners with agencies like Abuse Counseling & Treatment (ACT) to assist in supporting victims of domestic violence.

To learn more about the Hope Card Program or to obtain a card, please visit www.LeeClerk.org/DV.

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MARCH & APRIL 2025 45

YOUNG LAWYERS DIVISION

By Gabriel Arbois, Esq.

Building CONNECTIONS & CAREERS THE POWER OF ENGAGING WITH THE LEE COUNTY BAR ASSOCIATION For young lawyers in Southwest Florida, involvement in the Lee County Bar Association (LCBA) offers a wealth of opportunities for professional growth, skill development and community impact.

Whether through networking events, legal practice seminars, charitable initiatives or legal clinics, participating in LCBA activities helps young attorneys establish themselves in the local legal community.

By taking advantage of these opportunities, young lawyers can build valuable connections, enhance their expertise and contribute to the profession and community in meaningful ways.

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1. Expanding Your Professional Network

4. Strengthening Your Reputation Through Charitable Work

A strong professional network is critical for success in the legal field, and the LCBA provides numerous networking opportunities for young attorneys. Events such as luncheons, mixers and annual galas allow young lawyers to connect with experienced attorneys, judges and potential mentors. These relationships can lead to job opportunities, referrals and collaborations, helping young lawyers navigate the competitive legal landscape in Lee County. The LCBA’s Young Lawyers Division (YLD) is particularly valuable, as it creates a welcoming environment for early-career attorneys to build relationships with peers and legal veterans alike.

Being actively involved in LCBA’s charitable initiatives helps young lawyers build a positive public image and establish themselves as compassionate professionals. The association frequently organizes fundraisers, community service projects and outreach programs that benefit local residents in need. Whether volunteering for the LCBA Foundation, participating in the annual holiday giving campaign,or supporting legal aid efforts, young lawyers can demonstrate their commitment to public service while strengthening their ties to the local legal community.

2. Enhancing Legal Skills Through Speaking Opportunities Public speaking is a crucial skill for any lawyer, and the LCBA offers seminars, panel discussions and continuing legal education (CLE) events where young attorneys can gain experience as speakers or panelists. Presenting at these events allows lawyers to showcase their expertise, improve their confidence and become recognized as emerging leaders in their practice areas. CLE seminars also help attorneys stay informed about local legal trends, court procedures, legislative updates and changes in the law – both statewide and specific to Lee County.

3. Gaining Hands-On Experience Through Legal Clinics For young attorneys seeking practical experience, LCBA-sponsored legal clinics and pro bono programs provide an excellent opportunity to work directly with clients in need. Participating in family law clinics, veterans’ legal services, or legal aid programs allows young lawyers to apply their skills while serving the community. Not only does this experience enhance legal proficiency, but it also fosters a strong sense of professional responsibility and civic engagements – qualities that are highly valued in the legal profession.

5. Staying Informed and Advancing Your Career LCBA membership provides access to insider knowledge on legal trends, court updates and changes in Florida law that directly impact practice in Lee County. Through CLE programs, judicial roundtables and legal publications, young attorneys can stay ahead of industry shifts while gaining the knowledge needed to advance their careers. Additionally, being active in the LCBA can increase visibility among judges and senior attorneys, which can be invaluable when seeking career advancement or judicial appointments in the future.

For young lawyers practicing in Lee County, engagement in the Lee County Bar Association is more than just a professional obligation – it’s a strategic investment in career development and community impact. By participating in networking events, speaking opportunities, legal clinics and charitable initiatives, young attorneys can build meaningful relationships, sharpen their skills and establish a strong professional reputation.

Whether looking to grow a legal practice, secure mentorship or make a difference in the community, involvement in the LCBA is an essential step toward a fulfilling and successful legal career in Florida.

An associate in Hahn Loeser’s litigation practice area, Gabriel Arbois represents clients in complex commercial litigation.

He is involved in cases through all stages of litigation, including legal research and drafting pleadings, motions and discovery. Gabriel graduated cum laude from Florida International University College of Law. He previously worked for one of Florida’s largest civil defense firms and clerked for the Honorable Judge Migna Sanchez-Llorens in the 11th Judicial Circuit of Florida.

MARCH & APRIL 2025 47

LEGAL LENS

A Lively Gathering OF BAR ASSOCIATIONS

A delegation from the Lee County Bar Association recently attended a friendly gathering put together by the Miguel C. Fernandez III Hispanic Bar Association of Lee County.

According to Executive Director Lauren Baugh, everyone had a blast at the Reunion Con Proposito event, which means getting together with purpose.

During the evening, LCBA received a surprise donation from Danielle O’Reilly-Fernandez, Karla Campos Andersen and Kelly Fayer for the new LCBA Mental Health and Wellness Mission fund!

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6 1. H on. Kathy Smith introduces herself and speaks on our Mental Health and Wellness Mission 2. Denise O' Reilly-Hernandez and Friend 3. Chef Dalton 4. C hef's famous chicken and beef empanadas and platanos 5. Lauren Baugh and Holly Cosby 6. Basket giveaway for raffle to raise funds for MCFHBA 7. Karla Campos- Andersen introduces herself and shared a story about her mentor, Miguel C. Fernandez

Thank You to Our Hosts!

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Throughout the event, guests enjoyed a spread of delicious catered hors d’oeuvres from Sanibel Captiva Community Bank, which is also a proud LCBA sponsor.

MARCH & APRIL 2025 49

COMMUNITY CONNECTION

Dressing Local Ladies for Success Since opening its doors in 2010, Dress for Success Southwest Florida has helped over 5,000 women achieve financial independence by addressing their social and economic needs in relation to work, home and community. The goal is to help them achieve health and wellness, as well as self-defined financial and professional success.

The local nonprofit organization offers programs that promote the economic independence of disadvantaged women by providing professional attire, a network of support and career development tools to thrive in work and in life. This includes helping disadvantaged women find and maintain employment through the Women Empowered Through Employment Series (WETES) and Professional Women’s Group (PWG).

For example, Dress for Success provides professional clothing and counseling the women it serves. When a client secures a job interview, she is supplied with one free business suit, as well as the appropriate accessories, footwear, cosmetics and toiletry items. After successfully landing the job, she can return to Dress for Success for up to one week’s worth of business attire!

"They made me feel professional, which really boosted my self-confidence.”

-Leslie G.

THE WOMEN WE SERVE Clients are referred to Dress for Success by more than 65 nonprofit organizations, including domestic violence agencies, homeless shelters and job-training programs.

• Live under the poverty level prior to coming to Dress for Success • Represent all ethnicities and races • Range in age from 18 to 60, with the majority between 18 and 38 • Responsible for raising an average of two to three children • Are primarily single mothers, accounting for up to 70 percent

SWFlorida.DressforSuccess.org | (239) 689-4922 50 LEEBAR.ORG

Thank You

To Our 2025 Foundation Contributors!

Jane Abaravich, Esq. John Agnew, Esq. Albert Alguadich, Esq. Jeremiah Ambabo, Esq. Amanda Anderson, Esq. Ronald Arend, Esq. Scott Atwood, Esq. Alexis Barkis, Esq. Albert Batista, Esq. John Belcastro, Esq. Victor Bermudez, Esq. Ljubica Bjazeric, Esq. Brooke Blackman, Esq. William Boltrek, Esq. Braxton Bowen, Esq. Suzanne Boy, Esq. Mark Boyle, Esq. Aaron O’Brien, Esq. Alexander Brockmeyer, Esq. Molly Brockmeyer, Esq. Benjamin Brown, Esq. Philip Burnett, Esq. Garey Butler, Esq. Katheryn Calvo, Esq. Jose Calvo, Esq. Katherine Camadeco, Esq. Edward Canterbury, Esq. Gary Carmen, Esq. Joe Cerino, Esq. Michael Cheffer, Esq. Michael Chionopoulos, Esq. Michael Colombo, Esq. Kati Cook, Esq. Jay Cooper, Esq. Spencer Cordell, Esq. Michael Corso, Esq. Dan Dalesandro, Esq. Donald Day, Esq. Indera DeMine, Esq. Olimpia DePena, Esq. Ody Dickman, Esq. Stephen Dommerich, Esq. Hayley Donaldson, Esq. Jarred Duke, Esq. Mark Ebelini, Esq. Thomas Eckerty, Esq. Samantha Encalada, Esq. Jennifer Fairbanks, Esq. Charles Ferber, Esq. William Ferris, Esq. Julia Finman, Esq.

Shelly Finman, Esq. Jennifer Fisher, Esq. Eric Fluharty, Esq. Howard Freidin, Esq. Herbert Fried, Esq. Linda Fried, Esq. Wayne Frohlich, Esq. Casey Gartland, Esq. Leland Garvin, Esq. Steven Gendreau, Esq. George Gift, Esq. Paul Giordano, Esq. Malcam Godwin, Esq. Douglas Gould, Esq. Brian Greenberg, Esq. George Griffin, Esq. Jesse Gubernat, Esq. Thomas Gunderson, Esq. Samuel Hagan, Esq. Ginine Hanco, Esq. Daniel Hanuka, Esq. Thomas Hart, Esq. Stacey Haverfield, Esq. Michael Haymans, Esq. Craig Hersch, Esq. Scott Hertz, Esq. Michael Hill, Esq. Emily Hogentogeler, Esq. David Holley, Esq. James Holloway, Esq. Christina Holly, Esq. Dominika Honisch, Esq. Michael Hornung, Esq. William Horowitz, Esq. Philip Howard, Esq. Jonathan Huffman, Esq. Pablo Hurtado, Esq. Frank Holley II, Esq. Luis Rivera II, Esq. George Mitar III, Esq. John Miller III, Esq. Jack Morgan III, Esq. Jerry Olivo III, Esq. J. Tom Smoot III, Esq. Richard Inglis, Esq. Ken Jones, Esq. Frank Aloia Jr, Esq. Ernest Hatch Jr, Esq. D. Hugh Kinsey Jr, Esq. Elizabeth Kagan, Esq. Christopher Kagan, Esq.

Peter Kamm, Esq. Luke Kane, Esq. Colby Keefe, Esq. Anna Kegelmeyer, Esq. Carlos Kelly, Esq. Kenny Kemp, Esq. James Kerr, Esq. Asher Knipe, Esq. George Knott, Esq. Mike Dal Lago, Esq. Michael Leonard, Esq. Vee Leonard, Esq. Steven Leskovich, Esq. Matthew Linde, Esq. Drew Lipscher, Esq. Evan Lubell, Esq. T. Brandon Mace, Esq. Richard Mancini, Esq. Jonathan Martin, Esq. Dawn Maselli, Esq. Jason Maughan, Esq. Justin Mazzara, Esq. Stephen McCann, Esq. Matthew McConnell, Esq. Patrick McLain, Esq. Michael McQuagge, Esq. Lisa Mead, Esq. Anthony Melchiorre, Esq. Alexander Menendez, Esq. Jason Mikes, Esq. Mark Miller, Esq. Lori Moore, Esq. Scott Moorey, Esq. Jenna Persons-Mulicka, Esq. Timothy Murty, Esq. John Musca, Esq. R. Frank Myers, Esq. Terry Nelson, Esq. Christina O'Brien, Esq. Kenneth Oliver, Esq. Henry Lee Paul, Esq. Raymond Pelstring, Esq. Shelly Perry, Esq. Rochelle Pitts, Esq. Minerva Poblet, Esq. Genet Polly, Esq. Christopher Pope, Esq. John Potanovic, Esq. Jill Prenger, Esq. Richard Pringle, Esq. Robert Pritt, Esq.

Shannon Puopolo, Esq. Michael Randolph, Esq. Leon Rendeiro, Esq. Gary Rhodes, Esq. Michael Rich, Esq. Kayla Richmond, Esq. Adrian Roe, Esq. Matthew Roepstorff, Esq. Ty Roland, Esq. Derek Rooney, Esq. David Roos, Esq. Amanda Sharkey-Ross, Esq. Ben Russell, Esq. Cameron Sadighi, Esq. PJ Scheiner, Esq. Bruce Scheiner, Esq. Kristie Scott, Esq. Alessandro Secino, Esq. Danielle Seitz, Esq. Carol Sellers, Esq. Samuel Sendrow, Esq. Spencer Shaw, Esq. Brendan Shearman, Esq. Thomas Shepard, Esq. Gus Simmons, Esq. Deans Sisk, Esq. Joeie Skelly, Esq. Ellen Smith, Esq. John Spear, Esq. Vicki Sproat, Esq. Dan Stengle, Esq. Bruce Strayhorn, Esq. Megan Strayhorn, Esq. Janet Strickland, Esq. Carolann Swanson, Esq. Richard Swift, Esq. Doug Szabo, Esq. Madison Tanner, Esq. Michael Tew, Esq. Colten Thomas, Esq. Justin Thomas, Esq. Aisha Tirado, Esq. Matthew Toll, Esq. Greg Toomey, Esq. Michael Traficante, Esq. Kaylee Tuck, Esq. Denise Molina-Vel, Esq. Michael Versnik, Esq. Robert White, Esq. Michael Whitt, Esq. Charles Whittington, Esq.

MARCH & APRIL 2025 51

100 CLUB

IS YOUR FIRM PART OF THE 100 CLUB? Any firm with two or more attorneys and 100% membership in LCBA qualifies. If you feel your firm is eligible, email a listing of your attorneys to admin@leebar.org and we will let you know.

Absolute Law, P.A.

Green, Schoenfeld & Kyle, LLP

Pope Mazzara & Menendez PLLC

All Injuries Law

Hahn, Loeser & Parks, LLP

Robert Harris Law Firm

Aloia, Roland, Lubell & Morgan, PLLC.

Kagan Law Firm

Roetzel & Andress, L.P.A.

Arend & Sisk, P.A.

Kemp & Mace, P.A.

Holz-Santospirito Family Law

Associates & Bruce L. Scheiner, P.A.

Knott Ebelini Hart

Scarmozzino/King Trial Lawyers

Boy Agnew Potanovic Miller, PLLC.

Law Offices of Dennis L. Webb, P.A.

Schmucker & Lavy Legal, PLLC

Boyle & Leonard & Anderson, P.A.

Law Offices of Michael M. Raheb, Criminal Lawyer

Sheldon E. Finman, P.A.

Law Offices of Scott T. Moorey

Simmons & Cook, PLLC

Burandt, Adamski, Feichthaler & Sanchez, PLLC. Calvo & Calvo, Attorneys at Law City of Fort Myers Attorney’s Office Freidin & Inglis, P.A. Garvin Injury Law Goldberg, Noone, Abraham Goldstein, Buckley, Cechman, Rice & Purtz, P.A. GrayRobinson, P.A.

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Lee County Legal Aid Society, Inc. Light Path Law, P.A. Linde Law Group Men’s Rights Law Firm Osterhout & McKinney, P.A. Patrone Bentley Law Group Pavese Law Firm

Sheppard Law Firm Spivey Law Firm, Personal Injury Attorneys, P.A. Strayhorn, Persons-Mulicka & Fisher, P.L. School District of Lee County Viles & Beckman, LLC Wilbur Smith, LLC Yeslow, Koeppel & Anderson

Scott T. Moorey

Criminal Defense Attorneys Scott T. Moorey Lance W. Dunford Jill A. Prenger Good People Do Get Arrested

239-275-5552

1430 Royal Palm Square Blvd Suite 101 Fort Myers, FL 33919

MARCH & APRIL 2025 53

IN THE NEWS TWO JUDICIAL APPOINTMENTS FOR 20TH Gov. Ron DeSantis appointed Estero’s Rachael Loukonen and Fort Myers’ Trent Reichling to serve as judges on the 20th Judicial Circuit Court. Loukonen fills the vacancy created by the retirement of Judge Lee Ann Schreiber, bringing experience as a shareholder at Cheffy Passidomo P.A. since 2019. Previously, she was the director at Dentons Cohen & Grigsby P.C. Reichling fills the vacancy created by the resignation of Judge Margaret O. Steinbeck. He has served as an assistant U.S. attorney for the Middle District of Florida since 2018. Previously, he was an assistant state attorney for Miami-Dade County. LCBA congratulates you on your appointment!

REVISITING THE “FL RULES” BOOK A robust panel featuring the Hon. Michael McHugh, Hon. Lauren Brodie and Hon. Geoffrey Gentile provided an informative LCBA Lunch and Learn opportunity for LCBA members, moderated by John Miller, III, Esq.

ELITE 8 SPEAKER JOE NORTH INSPIRES KIDS South Fort Myers and South Entrepreneurship Program recently invited attorney Joe North, of The North Law Firm, to join its exclusive Elite 8 Speaker Series. The Elite 8 event in January 2025 showcased eight of the region's most accomplished entrepreneurs and business leaders. Each delivered powerful TED-style talks aimed at sparking creativity, innovation, and passion in students from across Lee County public schools and FGCU, helping them envision their own entrepreneurial journeys. Joe was also recently named “Man of the Year” by Gulfshore Life.

FOX JOINS JUDICIAL NOMINATING COMMISSION Gov. Ron DeSantis appointed the Hon. Amira Fox to the Sixth District Court of Appeal Nominating Commission for a term ending July 1, 2028. She began her career as an Assistant State Attorney with the 20th Judicial Circuit in 1990 before becoming head of the Hendry and Glades office in 1998. In November 2018, she was elected state attorney for the 20th Judicial Circuit Court of Florida, becoming the first female to hold the position on the 20th Circuit. She was reelected and unopposed in 2022 for a term continuing through January 2027. LCBA congratulates you on your appointment!

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ALAIMO EARNS FL BAR PRO BONO AWARD - Pro Bono Spotlight

Fort Myers personal injury attorney and volunteer leader Maria Alaimo has earned statewide recognition for her pro-bono work on behalf of low-income and disadvantaged clients. Most weeks, you can find her staffing the weekly self-help Zoom calls at which both staff attorneys and volunteers provide limited legal advice to the public, as part of a partnership with the Lee County Clerk of Court’s office. As a result, Alaimo is one of 21 recipients of the Florida Bar Pro Bono Service Award, which was presented in January at a Supreme Court of Florida ceremony in Tallahassee.

Alaimo also serves as vice president of the Lee County Legal Aid Society’s Board of Directors and president of the Lee County Association for Women Lawyers, where she has helped implement one of the most significant efforts in the organization’s history – a coordinated effort to provide free civil legal aid to displaced immigrants under age 18 who are in foster care or require other legal support as a result of being abused, neglected or abandoned.

PACKING IN THE PRO BONO HOURS Iman Zekri, a family law and appellate attorney at Henderson, Franklin, Starnes & Holt, P.A., has been appointed to the board of directors for Blessings in a Backpack Southwest Florida Chapter.

This nonprofit organization addresses childhood food insecurity by providing weekend meals to children in need. Zekri’s dedication to community service extends across numerous leadership roles, including The Florida Bar’s Student Education and Admissions to the Bar Committee Chair, Association of Family Law Professionals’ President, and LCBA’s YLD Grants and Awards Chair.

Additionally, Zekri has been elected as 2025 President of the Association of Family Law Professionals (AFLP) Board of Directors. AFLP is a Southwest Florida-based organization that brings together a diverse group of professionals to improve outcomes for families navigating the complexities of family law matters. Zekri previously served as vice president and secretary of AFLP, demonstrating her dedication to the organization’s mission and her leadership ability.

LEE CLERK WINS STAMP OF APPROVAL FOR REPORT Earlier this spring, the Lee County Clerk’s office was honored with its 39th consecutive award from the Government Finance Officers Association (GFOA) for excellence in financial reporting. Its Annual Comprehensive Financial Report was awarded a Certificate of Achievement for Excellence, which is the highest form of recognition in government accounting and financial reporting.

The Clerk’s office produces the 200+ page report after each fiscal year, detailing Lee County government’s revenue and spending with audited county financial statements for the Board of County Commissioners, Clerk of the Circuit Court, Property Appraiser, Sheriff, Supervisor of Elections and Tax Collector. It also lists the county’s statements of net assets, balances of funds, investments and debt information.

MARCH & APRIL 2025 55

IN THE NEWS PRECHEUR PIVOTS TO LITIGATION Mark Precheur served as an Assistant Public Defender in Naples for three years handling over 1,000 misdemeanor cases and clients, including litigating several trials before joining Goldstein, Buckley, Cechman, Rice, Purtz, Smith & Smith in 2024. He handles litigation of personal injury, wrongful death, motor vehicle accident, motorcycle accident, slip and fall and other injury cases. Prior to law school at age 35, he worked in video production, including postproduction on the Emmy Award-winning “Trading Spaces.”

REMOVE, REMAND, REPEAT: NAVIGATING JURISDICTION WITH CONFIDENCE The Southwest Florida Chapter of the Federal Bar Association recently hosted a panel discussion called, “Help! I've Been Removed!” Moderated by Brigette Willauer, the event’s featured speakers discussed the topic of Removal and Remanding to Federal Court during the well-attended program. Panelists included Joey Coleman, the Hon. Judge Steele, the Hon. Judge Mizell and the Hon. Judge Dudek. For reference, the SWFL Federal Bar Association includes any active member who resides, has employment, or has an office in Charlotte, Collier, DeSoto, Glades, Hendry or Lee Counties.

BRINGING BJAZEVIC ON BOARD ZinnLaw is pleased to announce that Ljubica Bjazevic has joined the firm as a litigation attorney. A graduate of Florida Gulf Coast University and Ave Maria School of Law, Bjazevic has represented clients at Florida Rural Legal Services for the past three years in various legal matters. She will concentrate her practice in the areas of contract law, real estate disputes and construction Litigation. ZinnLaw is a boutique law firm with its main office in Fort Myers.

WHAT’S IN A NAME? Goldstein, Buckley, Cechman, Rice & Purtz has become Goldstein, Buckley, Cechman, Rice, Purtz, Smith & Smith. The new name reflects the next generation of leaders for the 62-year-old Southwest Florida law firm. Christopher J. Smith, managing partner, along with his wife, firm partner Andrea Smith, have been the face of the firm for the past five years. While the name is changing, the firm will continue to occupy its original office in downtown Fort Myers, as well as offices in Cape Coral, Naples, Lehigh Acres and Port Charlotte. And yes, the firm will keep the catchy, iconic jingle for which its commercials are known.

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CRIMINAL & IMMIGRATION UNITE FOR LUNCH & LEARN LCBA members gathered at the Lee County Justice Center on January 30 for a hybrid Immigration Law and Criminal Law panel discussion with moderator Nirupa Netram.

The LCBA Lunch and Learn program included topics such as ICE holds, bonds, mandatory detention crimes, removals, ethical issues and more, with expertise from speakers Dan Cavanaugh, Pablo Hurtado and Efren Arocho. The event's sponsor, Hurtado Immigration Law Firm, played an especially large role in making this luncheon a success!

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1. D an Cavanaugh, Pablo Hurtado, Efren Arocho, Asma Anwar, Nirupa Netram 2. Efren Arocho and Nirpua Netram

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3. Dan Cavanaugh and Pablo Hurtado 4. Attendees

PAST PRESIDENTS’ LUNCHEON Good leaders can transform an organization like the Lee County Bar Association. Each of the former LCBA presidents pictured here had a profound effect on our local community and membership through the years.

This luncheon provided a wonderful opportunity to gather, network and relive stories from the recent past.

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THANK YOU TO OUR LCBA SPONSORS Want to see your firm or business on this list?

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