Res Gestae - September/October 2025

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

LCBA Executive Director Lauren Baugh Receives Statewide Recognition Pictured here with LCBA President John Miller at the State of the Bar Luncheon (page 20)

HARD WORK, CREATIVITY & STEADY LEADERSHIP

SEPTEMBER/OCTOBER 2025

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LEGAL LENS

Junk Food with the Judges

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LETTER FROM PRESIDENT

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Summer Reflections, Fall Plans John Miller, III, Esq.

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LETTER FROM EXECUTIVE DIRECTOR

Give it a Break Lauren Baugh

MEMBER SPOTLIGHT

Joeie Skelly, Esq.

40 YLD

ON THE COVER

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Serving Our Community Rochelle A. Pitts, Esq.

SPECIAL EVENTS CALENDAR

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FOUNDATION SPONSORS

ETHICALLY SPEAKING

Moving On: Court Provides Guidance to Law Firms & Lawyers Henry Lee Paul, Esq.

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THANK YOU TO OUR SPONSORS

IN THE NEWS

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LEGAL LENS

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LCBA State of the Bar Luncheon Recap

DONOR LISTING

Mental Health & Wellness

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THE CARLOS CHRONICLES

Meet the Honorable Michael T. McHugh Carlos A. Kelly, Esq.

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PRACTICE SECTION

Medicare GUIDE Model: A Resource for Dementia Care Blake P. Hampton, Esq.

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WELCOME NEW MEMBERS

SPONSOR SPOTLIGHT

Restoring Hope & Transforming Community Why Pro Bono Services Matter

Boyle, Leonard, Anderson, P.A.

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Advice to Young Lawyers

Baseball with the Bar Recap

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Benjamin Abdulnour, Esq.

Hearts & Homes for Veterans

INTERIOR FEATURE

MEMBER SPOTLIGHT

SPONSOR SPOTLIGHT

LEGAL LENS

COMMUNITY CONNECTION

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PRESIDENT'S LETTER

Summer Reflections, Fall Plans One of the highlights of this summer was our membership meeting on Aug. 15, when we hosted Florida Bar President-Elect Michael Fox Orr, who gave an engaging presentation on the state of The Florida Bar. We also had the privilege of hearing from the 2027 Florida Bar presidential candidates, Paige Greenlee and Jeff Rynor. Each shared part of their platform and their vision for The Bar’s future. It’s not every day that our members get to hear directly from the individuals who are shaping the direction of The Florida Bar for years to come!

Earlier in the month, we had the pleasure of gathering for our annual Baseball with the Bar event. Thanks to the generous sponsorship of the Law Office of Spencer Cordell, P.A., members and their families enjoyed a night at the Fort Myers Mighty Mussels game from the comfort of a private suite.

A big thank you to Spencer Cordell for once again making this special evening possible.

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.

Looking ahead, our attention now turns to one of the most anticipated events of the year, the Bench Bar Gala. This year’s theme, “Tropical Night,” promises to bring a vibrant and festive spirit to the evening. The Gala will take place on Saturday, Oct. 25, 2025, at The Veranda Courtyard, 2122 Second St. in downtown Fort Myers. It will be an elegant evening filled with good company, great food, and, most importantly, an opportunity to honor and celebrate our local, state and federal judiciary. Tickets are on sale now, and we are still welcoming sponsors who want to be part of this signature event.

Law Week Hon. John Carlin

And that’s not all! Please keep an eye on our website, LeeBar.org, for the latest updates on upcoming programs, CLEs and community initiatives. I look forward to seeing many of you at the Gala and at the other exciting events we have planned this fall.

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Hon. Robert Branning Hon. Devin George

COMMITTEE CHAIRS

Another highlight came when our very own executive director, Lauren Baugh, was recognized statewide with the Marshall R. Cassedy, Sr. Award. Lauren’s hard work, creativity and steady leadership have been the backbone of our Association for years.

Please join me in congratulating her!

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

Administrative Assistant Mairelis Tamayo

Law-Related Education T. Rankin Terry, Jr., JD, LLM

LCBA Foundation Charity Golf Tournament Ryan Downey, Esq. Andrew Koehler, Esq. Mock Trial Maria Alaimo, Esq. Shaina Zuppke, Esq. Paralegal Kaci Barber Teresa Lombardelli Pro Bono Andrew Banyai, Esq. Peter Dennis, Esq. Mental Health Initiative Committee Holly Cosby, Esq. Dawn Maselli, Esq.

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

Immigration Law Nirupa Netram, Esq. Pablo Hurtado, Esq.

Criminal Law Asma Anwar, Esq.

Intellectual Property Law Mark Nieds, Esq.

Elder Law Lisa Gelman, Esq. Blake Hampton, Esq.

Land Use and Governmental Law Zachary Liebetreu, Esq.

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

Real Property, Probate and Trust Law Peter Knize, JD, LLM Kenneth Kemp, Esq. Robbie Merriman II, Esq. Solo & Small Firm Conor Foley, Esq. Tort Litigation Diana “Dawn” Maselli, Esq.

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EXECUTIVE DIRECTOR'S LETTER

Give it a Break Well, I am one year wiser!

I just celebrated my birthday, an event that always encourages me to live more and stress less, which is easier said than done!

So, this summer I took a vacation to Washington D.C. Taking time off work is hard for anyone, but life is short.

So, take the vacation, enjoy your family and friends, and I promise, those emails will still be there upon your return!

In fact, taking breaks from work is vital for your physical and mental health, which brings me to my next point. Take advantage of our Mental Health and Wellness Mission (MHWM) FREE therapy sessions! Each attorney in Lee County is given six FREE therapy sessions through our program. This is NOT a Florida Bar program. It is entirely funded by YOUR peers for YOU so that you can make sure to get any help you need! The program is 100% CONFIDENTIAL! At the Lee County Bar Association (LCBA), we try to offer fun events, outside of the typical CLE, so that you and your peers can chat with one another about something other than work, CLE requirements and getting your billable hours in! Our Baseball with the Bar event is a great way to do just that. For a minimal ticket price, you can hang out in an air-conditioned suite, enjoy a hot dog or two, and watch a baseball game, or simply hang out with like-minded folks and chat about life. If you have not yet been to this event, be sure to make it to the next one, because they are SUPER FUN! Do you have an idea for an event like that? Or even a CLE? Let me know, because we have all kinds of things planned, but if we can make YOUR idea happen, we will! Speaking of fun events, we have our BIGGEST event coming up on Oct. 25 at The Veranda. This is our Annual Bench Bar Gala, and the theme is “Tropical Night” this year. We cannot wait to celebrate with you!

For more information on the MHWM, upcoming events or to chat about the LCBA, please email me at LBaugh@leebar.org or give me a call at 239-334-0047. I would love to hear any ideas you have!

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

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

STAFF Publisher Teri Hansen, APR Advertising Account Executive Ed Kitsos Co-Editors Jada Bigord Olivia Orth Editors In Law Hon. Kathy Smith Lauren Baugh Creative/Art Director Christi Finger Graphic Designer Lynsey Gill Contributing Writers Sarah Nadal Lauren Baugh Blake P. Hampton, Esq. Carlos A. Kelly, Esq. John Miller, III, Esq. Henry Lee Paul, Esq. Rochelle A. Pitts, Esq. Contributing Photographers Jim Jett 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 Ed Kitsos 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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SEPTEMBER & OCTOBER 2025 9

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.

SEPTEMBER 2025 12 R PPTL Virtual Brown Bag

Time: Noon to 1 p.m.

Location: Microsoft Teams Speaker: Mark R. Parthemer, Esq. Topic: Review of The One Big, Beautiful Bill Act of 2025 (“OB3”)

16 M AL Nominations Due 18 A DR Virtual Lunch and Learn

Time: Noon to 1 p.m.

Location: Zoom Speaker: Dr. Leah Wing Topic: Ethics and the Application of Technology to Mediation

20 Y LD Wills for Vets!

Location: Veterans Affairs- Cape Coral Branch Volunteers Needed to assist with writing Simple Wills for Veterans (pre-registered) See flyer on page 19 for full details!

23 R osh Hashanah - LCBA and courts closed 26 C offee with the Clerk’s Office

Time: 8:30 to 10 a.m.

Location: Lee County Admin East Building, 2201 Second St., 118, Fort Myers, FL 33901 Cost: FREE to all LCBA members See flyer on page 25 for full details!

OCTOBER 2025 2 Yom Kippur - LCBA and courts closed 4 L CBA YLD vs. CCBA YLS Mini Golf Tourney Royale…Part 2!

Time: Noon to 2 p.m.

Location: PopStroke Fort Myers Cost: $25/Player EXCLUSIVE YLD Event See flyer on page 48 for full details!

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9 Foundation Annual Wine Tasting Time: 5:30 p.m.

Location: FineMark National Bank & Trust Tickets: $75/Person See flyer on page 41 for full details!

9 Criminal Law Section Bench Banter Time: Noon to 1 p.m.

Location: LCJC-CR2B Speakers: Judge Devin George, Judge Andrew Marcus, Judge Tara Paluck, Judge Javier Pacheco and Chief Judge Frank Porter Sponsor: Law Firm of Law Firm of Scott T. Moorey Cost: FREE to all LCBA members See flyer on page 9 for full details!

16 ADR Virtual Lunch and Learn Time: Noon to 1 p.m.

Location: Zoom Speakers: Casey Gartland, Esq. Topic: Mediations, Arbitrations and Hybrids...Oh My! 25 Bench Bar Gala "Tropical Night" Time: 6 to 9 p.m.

Location: The Veranda Restaurant Tickets: Vary, see flyers on pages 14-15

NOVEMBER 2025 6 L CBA and AFLP Collaborative Lunch See flyer on page 30 for full details!

11 V eterans Day - LCBA and courts closed 13 L CBA Luncheon

Topic: What to Expect, When You're Expecting...

Changes in Laws!

See flyer on page 11 for full details!

27-28 Thanksgiving - LCBA and courts closed

SEPTEMBER & OCTOBER 2025 11

ETHICALLY SPEAKING

By Henry Lee Paul, Esq.

Moving On

Court Provides Guidance to Law Firms & Lawyers The Florida Supreme Court provided much needed guidance regarding the obligation of both law firms and departing lawyers pursuant to Rule 4-5.8 (Procedures for Lawyers Leaving Law Firms). In The Florida Bar v. Martinez, SC23-0421, the Court suspended a lawyer for 90 days for misconduct upon departure from her former firm.

The Florida Bar prosecuted Martinez for conduct including the removal and destruction of documents belonging to the firm after her departure. However, the focus of this article involves the allegations that Martinez prematurely and improperly sent out a unilateral departure letter to firm clients. Martinez asserted that she did this only after negotiations with her former firm over the terms of a joint letter had reached an impasse.

The case was tried before a referee who recommended that Martinez should be found guilty for much of the alleged misconduct.

However, the referee recommended that the lawyer be found not guilty for alleged violation of Rule 4-5.8 for unilaterally contacting firm clients after her departure. The Florida Bar took issue with this recommendation and pursued an appeal to the Supreme Court.

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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whom she did not provide legal services or have direct contact with.

In rejecting the argument made by The Florida Bar, the Supreme Court made it clear that a departing lawyer is not required to engage in a never-ending dialogue with a former firm about the terms of a joint letter. As long as requested terms are appropriate, the Court approved unilateral contact with clients.

It has been my experience that in the enforcement of Rule 4-5.8, The Florida Bar has often taken a very strong position in support of allegations made by former firms against departing lawyers. The prosecution of Martinez in relation to Rule 4-5.8 was no exception to this proclivity.

The Court went even further in regard to certain firm clients who the firm alleged Martinez had no direct contact. The Court found that Martinez was not prohibited from sending unilateral letters to such clients. The court found that such contact was not prohibited by the rule and stated “…we note that these are guidelines provided in the comment to the rule as to which clients should be contacted, but they do not prohibit contacting clients for which these thresholds are not met.”

Martinez and her former firm entered into negotiations on the terms of a proposed joint letter to send to clients informing them of her departure. Ultimately, the former firm would not agree to certain language requested by Martinez, and she believed an impasse had been reached and decided to unilaterally send out letters to firm clients, including clients to

In my practice, I must unfortunately regularly deal with what I refer to as firm divorces, in which lawyers often take extreme positions in regard to what is required client communication. I welcome the Martinez opinion as a tool to help remind such lawyers of their obligations. All of the lawyers involved have a duty to be professional and act in the best interest of their clients.

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SEPTEMBER & OCTOBER 2025 15

hope R E S TO R I N G

& TRANSFORMING COMMUNITY

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W H Y P R O B O N O S E R V I C E M AT T E R S Legal expertise has the power to transform lives. Pro bono service offers the opportunity to uphold the highest ideals of the profession by providing access to justice for individuals facing legal challenges without the resources to hire an attorney.

Every attorney knows the annual pro bono obligation outlined in Rule 4-6.1 of The Florida Bar: provide 20 hours of service or make a $350 contribution to a legal aid organization. But while either avenue satisfies professional responsibility, there is no substitute for the transformative effect of sharing time and legal expertise directly with those in need. As many will attest, pro bono service is a rewarding way for both seasoned practitioners and fledgling lawyers to help their local community.

A Lee County resident, Stella, recently shared her experience as a beneficiary of pro bono service. While trying to share parental responsibilities with her partner at the time, she faced escalating conflict at home with tense, hostile custody exchanges that left her fearful and exhausted. Stella tried to protect herself by carefully documenting incidents, asking police officers to serve as witnesses and trying to navigate the system on her own.

However, when she went to court pro se, Stella quickly realized how unprepared she was for the complexity of the process.

“There’s a need for legal aid. There are a lot of women like me, and what do they do?

A lot of them have a bad outcome because they don’t have representation,” she said.

For those facing life-altering moments without counsel, the system can feel overwhelming.

“There are so many rules and regulations you have to know. If you don’t know them, you’re not going to have a good outcome. I saw it through the system and what happened when I went to court without a lawyer,” observed Stella.

Her turning point came when attorney Karla Campos-Andersen stepped in to help, pro bono. From the first meeting, Stella felt a shift. “She was like sunshine on a rainy day.

She jumped in there with two feet and started running. Things were getting done. I left

feeling good, feeling happy, thinking, ‘I found somebody who’s going to help me.’ I didn’t feel alone anymore.”

That moment of relief captures what so many clients experience when an attorney offers support for their case. Additionally, pro bono service restores confidence and dignity, providing stability at the exact moment it is needed. “She taught me not to be afraid — not to be afraid of the legal system and to do what you need to do for yourself,” said Stella.

Campos-Andersen's legal guidance made a tangible difference, showing Stella how facts could be used strategically to build a case. “When stuff would happen, she’d tell me, ‘Write it down. Journal the day, the time, who was there, what was going on.’ You can say things, but if you don’t have evidence, it means nothing. I figured that out real quick,” Stella said.

In time, Stella’s case reached an outcome that restored her hope in the future. It was a direct result of Campos-Andersen's pro bono service. “I finally felt like I could breathe. I think that was the beginning of our lives,” she said. “[Karla] didn’t have to take my case. Nobody has to do anything. And she did it with determination. She got it done. I’ve got a special place in my heart for her.”

For Campos-Andersen the experience proved equally rewarding. “The privilege of being able to practice law comes with the responsibility and duty to help others who need our services. Lawyers are uniquely trained to be able to provide people with access to justice. What an incredible gift we have! It is an honor to share my gift and have an impact in someone's life,” said Karla.

Stella’s story, and her immense gratitude, underscores the value that pro bono service delivers to the community’s most vulnerable through the application of an attorney’s time and expertise. “You’re not just lawyers for the everyday person — you’re lawyers for everybody. These services are needed.

Sometimes people don’t have the money, and you can make a difference. You can help.

In the end, when you help someone, you make yourself feel better, too,” said Stella.

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WAY S TO M A K E A DIFFERENCE

Each hour given in pro bono service makes justice more accessible for all in Lee County. There are several easy ways to get connected with the community residents who need it most.

The Lee County Bar Association’s Lawyer Referral Service (LRS) refers members of the public to private attorneys for free 30-minute consultations.

For attorneys interested in joining, please email the service coordinator at LRS@leebar.org.

Additionally, Florida Rural Legal Services (FRLS) and Lee County Legal Aid Society (LCLAS) make fulfilling pro bono service convenient and approachable for local attorneys. Both nonprofit organizations connect volunteers with individuals who would otherwise navigate court without representation.

FRLS.org/Pro-Bono

LeeCountyLegalAid.org/Volunteer

SEPTEMBER & OCTOBER 2025 17

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SEPTEMBER & OCTOBER 2025 19

LEGAL LENS

LCBA STATE OF THE BAR

LUNCHEON The executive director of the Lee County Bar Association, Lauren Baugh, received the Marshall R. Cassedy, Sr. Award for her extraordinary service, unwavering dedication, tireless efforts and exceptional leadership, which have made LCBA a standout voluntary bar organization in Florida. The award honors the legacy and attributes of Marshall R. Cassedy, Sr., who served as executive director of The Florida Bar from 1961-1980.

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1. Judge Trent Reichling and John Dommerich Jr. 2. Lauren Baugh 3. Lucy Abell, Judge Javier Pacheco, Judge Kyle Cohen, Merecedes Charles 4. Tovah Nadassky, Judge Kimberly Bocelli, Veronica Batt

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5. Florida Bar President-Elect Michael Orr, Kristianna Soto and John Dommerich Jr. 6. Judge Tara Paluck, Clerk of Courts Kevin Karnes and Melany Crawford 7. Florida Bar President-Elect Michael Orr, Lauren Baugh and John Agnew 8. Henry Lee Paul, Judge Kimberly Bocelli and Michael Corso 9. Florida Bar President-Elect Michael Orr and John Agnew 10. John Miller III and Florida Bar President-Elect Michael Orr 11. Jeffrey Rynor and Paige Greenlee 12. John Miller III and Florida Bar President-Elect Michael Orr

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JimJettPhoto.com SEPTEMBER & OCTOBER 2025 21

THE CARLOS CHRONICLES

By Carlos A. Kelly, Esq.

Meet the Honorable MICHAEL T. MCHUGH Appointed to the circuit bench in 2006 by Governor Jeb Bush, Judge McHugh has served in the Juvenile, Felony, Family and Civil Divisions of the 20th Judicial Circuit. He was elected to be Chief Judge for four terms (the maximum), and he now serves as the Circuit Civil Administrative Judge.

Judge McHugh has been active in the community for many years, serving as local board president of the American Cancer Society. He has also been involved with the Special Olympics and had the opportunity to run with a couple of Special Olympians in a race this year.

Earlier this summer, Judge McHugh was invited to attend a dinner at The Supreme Court of the United States, where he was asked to lead a table discussion on the Court’s 9-0 decision in National Rifle Association of America v. Vullo. Several justices spoke, including Chief Justice Roberts, Associate Justice Kagan and Associate Justice Kavanaugh. After the dinner, Judge McHugh was able to speak with other participants, including Associate Justice Kavanaugh.

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Q A

With JUDGE MCHUGH

&

Q: What was your practice before you

Q: Do you have any thoughts about community

A: I began practicing law in 1992, after graduating

A: Lawyers, especially young lawyers, should get

from the University of Florida. I started with the State Attorney’s Office and handled misdemeanors and felonies. I tried a murder case with now-retired Lee County Judge Andy Swett. Then, I started private practice as house counsel for Allstate Insurance.

Eventually I became the managing attorney for their offices on Florida’s west coast.

involved in their community. It helps you get to know the community.

reached the bench?

Q: What do you expect from lawyers in your courtroom?

A: Know the new Florida Rules of Civil Procedure - they have serious consequences if you don’t know about the changes. Don’t bicker with opposing counsel, and don’t be unprepared. Go to the judge’s webpage for the judge you will be appearing in front of. Know your audience. Judge’s webpages will become more uniform on a statewide basis soon.

Q: What are your expectations about technology?

A: I think you’ll see expanded use of remote video

Carlos A. Kelly, Esq. is a business and real estate trial lawyer at Henderson, Franklin, Starnes & Holt, P.A., where he clerked as a rising 3L in 1996 and has practiced since graduating from Emory Law School in 1997. He’s held a variety of leadership positions at Henderson Franklin, and he enjoys mentoring new lawyers.

conferencing, including more witnesses appearing by Zoom at trial, especially as the lawyers who began practicing after COVID-19 become more prevalent.

It’s generational.

service for lawyers?

Q: How do you make time for exercise?

A: I make it a priority. I was fortunate because I was able to run with my kids when they were in high school on the track and cross-country teams. I would wake up early, run with them and then go to the gym before the workday started. I usually run five to six times a week, about five to 13 miles.

Q: W hat can we expect to see in the 20th

Judicial Circuit over the next few years?

A: We should see a significant increase in the number of judges, including circuit judges. Every five years, the Office of State Court Administration conducts a time study to determine the number of judges needed to perform the judicial work in each circuit. Most recently, we identified a need for ten judges, including seven circuit judges. Chief Judge Porter requested seven circuit court judges, but the House did not identify any new judges for the 20th Judicial Circuit. The Senate identified seven circuit court judges for the 20th Judicial Circuit.

Ultimately, that is what I expect we will get.

Our circuit has the greatest need in the state.

Q: What advice do you have for young lawyers?

A: Find a good mentor—someone you can ask questions, someone you respect. Be prepared when you enter the courtroom. Get involved in bar associations and meet the judges and other lawyers.

SEPTEMBER & OCTOBER 2025 23

PRACTICE SECTION

By Blake P. Hampton, Esq.

Medicare GUIDE Model: A Resource for Dementia Care Attorneys practicing elder law know too well that dementia and long-term care planning can be a deeply complex and emotionally taxing issue for elders and their families. The onset of dementia often signals a sharp rise in caregiver burden, medical expenses and potential loss of autonomy for the elder.

A new federal initiative named Guiding an Improved Dementia Experience (GUIDE) Model offers an innovative way to address these challenges. GUIDE acts as a resource for attorneys who represent clients diagnosed with dementia. GUIDE is not a public benefit program that requires planning to become eligible.

What is the GUIDE Model?

GUIDE was launched in July 2024 by the Centers for Medicare & Medicaid Services (CMS) to advance the objectives of the National Alzheimer's Project Act, 42 U.S.C. § 11225 (2011). The GUIDE Model is an eight-year, voluntary pilot program designed to provide comprehensive, team-based dementia care for Medicare Part A and B beneficiaries suffering from dementia, along with their unpaid caregivers.

Key Objectives and Services The program aims to enhance the quality of life for both beneficiaries and caregivers by delivering structured support through: • A dedicated Care Navigator who coordinates access to tailored services, acting as a consistent point of contact.

Blake P. Hampton is an elder law, estate planning and probate attorney. Hampton is the owner of Hampton Law and a past president of the Lee County Bar Association (2021).

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• 24/7 support, home visits, medication management, care planning, caregiver education and respite care.

• A standardized dementia care structure, ensuring both clinical and social needs, such as behavioral health and social determinants of health.

Funding and Payments Participating service providers receive a monthly Dementia Care Management Payment (DCMP).

Providers may also receive reimbursements for approved respite services, capped annually typically around $2,500 per beneficiary.

Eligibility and Participation Tracks Providers eligible to participate must be enrolled in Medicare Part B and capable of delivering at least six out of nine care delivery services via an interdisciplinary team.

Beneficiaries must be diagnosed with dementia (any stage), enrolled in Part A and B (not an advantage plan, special needs plan, hospice benefit or PACE program). Beneficiaries can choose their service provider, but they can only choose one at a time. Beneficiaries may be residing at home or in an assisted living facility.

Impact and Implications for Attorneys The GUIDE Model offers attorneys a vital mechanism when advising clients and families navigating dementia care. It represents: • A pathway to avoid premature institutionalization through care coordination and in-home support.

• An avenue for cost mitigation, potentially reducing emergency visits, hospital stays and long-term care expenses.

• Legal and ethical relevance, particularly concerning advance directives, guardianship and Medicaid spend-down planning.

Conclusion For elder law attorneys, the GUIDE Model should be a valuable resource when assisting families and clients with dementia. Understanding this model empowers attorneys to connect clients to structured care, subsidized support and a more dignified, home-centered journey through the progression of dementia.

SEPTEMBER & OCTOBER 2025 25

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WELCOME NEW MEMBERS

WELCOME, NEW MEMBERS

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

CHRISTOPHER AGLIO Soman Stewart Business Valuation & Forensic CPA’s MELANY CRAWFORD, ESQ. Lee County Clerk of Courts and Comptroller’s Office SHANNON DOOLITY, ESQ. State Attorney’s Office NOEL FLASTERSTEIN, ESQ. Noel H. Flasterstein, P.A. SARAH FOUGERE, ESQ. Mummert Law, PA

ANNIE MALKA, ESQ. Thomson Reuters LORENA MATURINO, ESQ. Maturino Law PLLC JOHN MARTYNSYZN, ESQ. Renova Family Law, PLLC EMILY RENDALL, PARALEGAL Hampton Law MAXWELL SALAIN, ESQ. Hahn Loeser & Parks LLP. STEVEN WALLACE, ESQ. Wallace Law

SEPTEMBER & OCTOBER 2025 27

INTERIOR FEATURE

WORDS OF EXPERIENCE ADVICE TO YOUNG L AW YERS Starting a legal career is both exciting and daunting. The early years are filled with new challenges, such as balancing heavy caseloads, adapting to courtroom dynamics and learning to manage client expectations. For young lawyers, it's a period of intense professional growth with foundational experiences that will shape how they will approach their practice and reputation in the years ahead.

New lawyers can gain valuable insights by learning from seasoned attorneys who have already navigated challenges, developed effective habits and learned how to juggle life in a demanding profession. Here are just a few practical takeaways from members of the Lee County Bar Association, intended to help young attorneys start their careers with clarity and confidence.

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Pro bono work can be very rewarding, especially if it’s related to an issue that’s dear to you. Perhaps by asking around and digging a little, you might be able to find a type of case or matter that is of particular interest to you. Maybe it’s helping kids or women in shelters.

There are a lot of cases that might be a little off the beaten path. For some people, it may be rewarding to do something extremely different from their general practice area. You can get a taste of something very different and give something back while doing it.

Spencer Cordell, Esq. Law Office of Spencer Cordell

As a 35-year public defender, my career has been devoted to what is, in essence, pro bono work. Pro bono is the purest form of practicing law. With no competing interests at play, your sole focus can be on your client’s needs and guiding them to the best outcome based on the law. But the best part of pro bono work is the feeling you get by helping those in need get justice. Satisfaction guaranteed!

Hon. Kathy Smith Office of the Public Defender, Twentieth Judicial Circuit

Pro bono work offers a unique opportunity to sharpen your advocacy skills and explore a new area of practice. More importantly, it allows you to reconnect with the core reasons why you chose this profession. By supporting someone during their darkest hour, you will find it truly rewarding and an honor to make a meaningful impact in their life.

Kelly Fayer, Esq. Kelly L. Fayer, P.A.

Lawyers — especially newer lawyers — are generally overcommitted. But pro bono work is important. Your non-lawyer circle of friends and acquaintances broadens. New clients may arrive in a relatively painless way, and/or you may develop a new area of practice. Important — don’t pick something you “should” do; pick an area of your interest. An easy way to gauge that is to check your reaction when it comes up on your calendar!

Anne Dalton, Esq. Law and ADR Office of Anne Dalton

SEPTEMBER & OCTOBER 2025 29

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What is your greatest professional or academic accomplishment thus far in your career?

Successfully appealing several juvenile orders that used the Court's contempt power to lock up noncriminal truant children.

My writs led to a written decision banning the practice statewide. See S.G. v. Vurro, 77 So.3d 897 (Fla. 2nd DCA 2012).

What is your favorite hobby, and why do you like it?

Chess. Much like being in trial, chess involves thinking several moves ahead and adapting to a dynamic environment.

What attracted you to live and work in SWFL? Southwest Florida has a unique charm with beautiful weather and excellent hospitality. The lawyers are competitive but courteous, and the entire area is growing into a major city with multiple year-round industries. This place is a hidden gem, and I'm glad to have found it 15 years ago.

If you could share a meal with any famous historic figure, who would it be and why? Franklin Delano Roosevelt (FDR). He successfully navigated the Great Depression and World War II, and he had a talent for creative solutions even when there was a lot of political opposition.

His ability to gain consensus from multiple factions is a skill that all lawyers could benefit greatly from.

Tell us about an item of interest that sits on your desk, and what it represents to you. There's a smooth stone I use as a paperweight that I got from a riverbed while hiking in Zion National Park. The stone reminds me of nature's calm beauty, and the inevitability of change. That memory helps me stay grateful and willing to jump into life's next adventure, like starting my own firm earlier this year.

SEPTEMBER & OCTOBER 2025 33

LEGAL LENS

Baseball with the Bar

BASEBALL LCBA 5TH ANNUAL

WITH THE BAR

On Aug. 7, Lee County Bar Association (LCBA) members and their families gathered for the annual Baseball at the Bar social event, where they enjoyed a Mighty Mussels baseball game together in a sponsored suite at Hammond Stadium. Special thanks to the Law Office of Spencer Cordell, P.A., for their generous sponsorship of the event again this year.

"It was a wonderful evening filled with laughter, baseball and camaraderie,” said LCBA President John Miller, Esq. “Events like this remind us that the LCBA is not just about professional growth, but also about building friendships and enjoying time together as a community. A big thank you to Spencer Cordell for once again making this special evening possible as it shows the strength of our Bar — not just as a professional association, but as a true community where colleagues become friends and achievements are celebrated together.”

1 34 LEEBAR.ORG

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1. Lauren Baugh, Mussel Man, John Miller III 2. Kristianna Soto and Michael Corso 3. Spencer Cordell and Mussel Man 4. Harper Miller, Tati Cordell and Mussel Man

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5. Blake Hampton, CJ and John Webb 6. Attendees enjoying Mussel Fare

SEPTEMBER & OCTOBER 2025 35

COMMUNITY CONNECTION

Empowering Veterans.

Strengthening Community.

Supporting Service Hearts and Homes for Veterans began in 2012 when Vietnam combat Marine veteran Don Payton took action to help homeless veterans in Fort Myers. Despite facing his own health challenges, Payton set out with a pickup truck, determined to make a difference for veterans who found themselves without the necessities of everyday life.

His grassroots effort soon grew into a formal organization, incorporated as a 501(c)(3) in 2013. Starting with just a small group of volunteers, Hearts and Homes served nearly 100 local veterans in its first year. Today, the nonprofit organization helps more than 600 veterans annually by providing immediate assistance with housing, utilities, food and other essential needs.

Learn more at HHVeterans.com.

36 LEEBAR.ORG

A simple registration process helps veterans gain access to a wide variety of resources that are designed to help them and their families such as: Clothing Pantry Services Transportation Rent Assistance Personal Hygiene Products Onsite Showers and Laundry Bedding and Furniture

LEGAL LENS

4

JUNK FOOD WITH

THE JUDGES On Aug. 1, Lee County Bar Association’s Young Lawyers Division (YLD) gathered for Junk Food with the Judges in Courtroom B at the Lee County Justice Center. This exclusive opportunity for young lawyers allowed them to enjoy lunch and conversation with local judges for the small price of one canned good. All food collected was donated to Community Cooperative.

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1. Judge Kimberly Bocelli, Stephen Jones, Zach Liebetreu, Evan Pfeifer, Leticia Low 2. Attendees enjoying conversations 3. DHOP spread 4. LCBA Health and Wellness Co-Chairs, Judge Kimberly Bocelli and John Miller III

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5. Judge Kyle Cohen, Leticia Low, Judge Trent Reichling 6. Donations collected and made to Community Cooperative

SEPTEMBER & OCTOBER 2025 37

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

Patrone Bentley Law Group

All Injuries Law

Hahn, Loeser & Parks, LLP

Pavese Law Firm

Aloia, Roland, Lubell & Morgan, PLLC.

Hampton Law

Pope Mazzara & Menendez PLLC

Arend & Sisk, P.A.

Holz Family Law

Robert Harris Law Firm

Associates & Bruce L. Scheiner, P.A.

John Webb Legal Group, P.L.

Roetzel & Andress, L.P.A.

Bergermann Law Firm

Kagan Law Firm

Scarmozzino/King Trial Lawyers

Boy Agnew Potanovic Miller, PLLC.

Kemp & Mace, P.A.

Schmucker & Lavy Legal, PLLC

Boyle, Leonard & Anderson, P.A.

Knott Ebelini Hart

Sheldon E. Finman, P.A.

Burandt, Adamski, Feichthaler & Sanchez, PLLC.

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

Sheppard Law Firm

Calvo & Calvo, Attorneys at Law

Law Offices of Michael M. Raheb, Criminal Lawyer

Simmons & Cook, PLLC

City of Fort Myers Attorney’s Office

Law Offices of Scott T. Moorey

Spivey Law Firm, Personal Injury Attorneys, P.A.

Freidin & Inglis, P.A.

Lee County Legal Aid Society, Inc.

Strayhorn & Persons-Mulicka

Garvin Injury Law

Light Path Law, P.A.

School District of Lee County

Goldberg, Noone, Abraham

Linde Law Group

Viles & Beckman, LLC

Goldstein, Buckley, Cechman, Rice, Purtz, Smith & Smith

Men’s Rights Law Firm

Wilbur Smith, LLC

GrayRobinson, P.A.

Office of the City Attorney (Cape Coral)

Yeslow, Koeppel & Anderson

Osterhout & McKinney, P.A.

ZinnLaw, PLLC

38 LEEBAR.ORG

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What is your greatest professional or academic accomplishment thus far in your career?

I’ve always dreamed of becoming a lawyer since I was a little girl, but I wasn’t able to go to law school until well into my 30s, so my academic biggest accomplishment thus far is going to law school and graduating in a little over two years with honors and then opening my own firm not too long after passing the bar.

What is your favorite hobby, and why do you like it?

My favorite hobby is spending time with my family and friends and taking the boat out for the day at a nice, secluded sandbar somewhere.

What attracted you to live and work in SWFL? Florida has been home for the past 13 years. I love it here!

The people are amazing, my fellow members of The Bar have been so kind and welcoming, and you cannot beat 70-degree weather in December and January. My home state of Iowa is usually in the 30s or even below zero on some days during that time!

What is your favorite family tradition and why?

My favorite family tradition is building gingerbread houses with my son for Christmas. It’s just something we’ve done since he was a little boy, and I look forward to it every year, even though he’s not so little anymore.

What advice would you give your younger self about law school, your legal career, work/life balance, etc.?

The advice I would give to my younger self, or any young person, would be to go easy on yourself. You usually do your best with what you have in every situation so be kind to yourself, allow yourself some grace when you mess up (because you inevitably will) and dust yourself off, and do your best the next time because you should never give up on anything you truly want to do!

SEPTEMBER & OCTOBER 2025 39

YOUNG LAWYERS DIVISION

By Rochelle A. Pitts, Esq.

Serving OUR COMMUNITY

I have always enjoyed charitable work. By volunteering and helping others, I knew I was making a difference in the lives of those who needed it, but I did not understand the depth of my impact until it was my turn to be in the position of needing help.

When my significant other and father to my four children died in a horrible car crash in my last year of law school, I suddenly found myself on the receiving end of charity. Honestly, it did not feel good, and I didn’t want to be a recipient, but I had no choice as the burden was too large to carry alone. Multiple people, charities and organizations, such as Valerie’s House, came rushing to my aid. I took what they offered, putting my pride and ego aside.

It has been nearly five years since then, and with sufficient time to reflect, I can easily say those who came to help me made the difference in my life. It sounds cliché, but it isn’t. Support changes everything.

Rochelle A. Pitts, Esq. is an associate attorney at Aloia, Roland, Lubell & Morgan, PLLC. Her area of practice is personal injury and wrongful death.

Rochelle attended the University of Florida and graduated in 2013 with a bachelor’s degree in religion. She later went to law school at Ave Maria School of Law and graduated in 2022.

She was admitted to The Florida Bar in 2023.

40 LEEBAR.ORG

When you serve your community, whether it be with your finances or time, you are quite literally changing the outcome of someone’s life. What is seemingly miniscule to you is life-changing to someone else. Your time and effort could be what changes the trajectory of that person’s life for the better.

If you do not know where to start, ask yourself: “What is important to me?” Then, find an organization that aligns with those beliefs.

I have listed a few of my favorite organizations in Florida that are always looking for people to help them serve those in need within our community.

Valerie’s House Located in Fort Myers, Naples, Charlotte County and Pensacola, Valerie’s House is a special place where children connect with one another and learn the tools to heal after they have experienced the death of someone they love. If you would like more information to assist this foundation, please contact Justin LaVerdiere: Justin@ValeriesHouse.org or visit ValeriesHouse.org.

Community Cooperative The mission of Community Cooperative is to eliminate hunger and homelessness in Southwest Florida while simultaneously inspiring and supporting sustained positive change in its clients by delivering innovative food, education and social service programs.

You can help out by contacting Brooke Martinez at Volunteer@CommunityCooperative.com, 239.332.7687.

Zach Martin Memorial Foundation This foundation’s mission is to protect, educate and spread awareness to athletes, coaches and parents about Exertional Heat Illness (EHI) as Exertional Heat Stroke (EHS) is 100% survivable if recognized and treated promptly on site. If your child is an athlete, you will want to learn more and may donate at ZachMartinFoundation.com or ZachMartinFoundation@gmail.com.

SEPTEMBER & OCTOBER 2025 41

42 LEEBAR.ORG

Thank You

To Our 2025 Foundation Contributors!

Jane Abaravich, Esq. Benjamin Abdulnour, Esq. Andrew Abel, Esq. Sheba Abraham, Esq. Robert Adamski, Esq. John Agnew, Esq. Maria Alaimo, Esq. Albert Alguadich, Esq. Frank Aloia Jr., Esq. Jeremiah Ambabo, Esq. Amanda Anderson, Esq. Robert Anderson, Esq. Francesa Anon, Esq. Gabriel Arbois, Esq. Ronald Arend, Esq. Scott Atwood, Esq. Mark Bannon, Esq. Alexis Barkis, Esq. Andrew Barnett, Esq. Melissa Barris, Esq. Albert Batista, Esq. Michael Beckman, Esq. John Belcastro, Esq. Elizabeth Bentley, Esq. Vera Bergermann, Esq. Victor Bermudez, Esq. Madaline Bischel, Esq. Ljubica Bjazeric, Esq. Brooke Blackman, Esq. William Boltrek, Esq. Braxton Bowen, Esq. Suzanne Boy, Esq. Donald Boyd, Esq. Mark Boyle, Esq. Alexander Brockmeyer, Esq. Molly Brockmeyer, Esq. Heidi Brown, Esq. Benjamin Brown, Esq. Robert Burandt, Esq. Philip Burnett, Esq. Garey Butler, Esq. Katheryn Calvo, Esq. Jose Calvo, Esq. Katherine Camadeco, Esq. Karla Campos-Andersen, Esq. Edward Canterbury, Esq. Gary Carmen, Esq. Mark Casassa, 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. Terry Cramer III, Esq. Timothy Culhane, Esq. Taylor Curley, Esq. Louis D’Agostino, Esq. Dan Dalesandro, Esq. Mike Dal Lago, Esq. Donald Day, Esq.

Indera DeMine, Esq. Olimpia DePena, Esq. Ody Dickman, Esq. Stephen Dommerich, Esq. Hayley Donaldson, Esq. Lauren Drasites, Esq. Jarred Duke, Esq. Gordon Duncan, Esq. Lance Dunford, Esq. Mark Ebelini, Esq. Thomas Eckerty, Esq. Samantha Encalada, Esq. Harold Eskin, Esq. Jennifer Fairbanks, Esq. Kelly Fayer, Esq. Eric Feichthaler, Esq. Charles Ferber, Esq. William Ferris, Esq. Julia Finman, Esq. Shelly Finman, Esq. Jennifer Fisher, Esq. Eric Fluharty, Esq. Sarah Fougere, Esq. Howard Freidin, Esq. Herbert Fried, Esq. Linda Fried, Esq. Chris Frohlich, Esq. Wayne Frohlich, Esq. Kimberly Fuentes, Esq. Casey Gartland, Esq. Leland Garvin, Esq. Daniel Garza, Esq. Steven Gendreau, Esq. Lisa Curia George, Esq. George Gift, Esq. Paul Giordano, Esq. Malcam Godwin, Esq. James Goetz, Esq. Logan Goldberg, Esq. Scot Goldberg, Esq. Douglas Gould, Esq. Brian Greenberg, Esq. George Griffin, Esq. Jesse Gubernat, Esq. Thomas Gunderson, Esq. Samuel Hagan, Esq. Jennifer Hammond, Esq. Blake Hampton, Esq. Ginine Hanco, Esq. Daniel Hanuka, Esq. Robert Harris, Esq. Simon Harrison, Esq. Thomas Hart, Esq. Ernest Hatch Jr, Esq. Stacey Haverfield, Esq. Hon. Hugh D. Hayes Michael Haymans, Esq. Joan DeMichael Henry, Esq. Craig Hersch, Esq. Scott Hertz, Esq. Michael Hill, Esq. Emily Hogentogeler, Esq. David Holley, Esq.

Frank Holley II, Esq. James Holloway, Esq. Christina Holly, Esq. Rana Holz, Esq. Dominika Honisch, Esq. Michael Hornung, Esq. William Horowitz, Esq. Philip Howard, Esq. Jonathan Huffman, Esq. Pablo Hurtado, Esq. Joel Hyatt, Esq. Richard Inglis, Esq. Derrick Isaac, Esq. Wes Jacobs, Esq. Richard Johnston Jr., Esq. Ken Jones, Esq. Kara Jursinksi, Esq. Christopher Kagan, Esq. Elizabeth Kagan, Esq. Stephen Kagan, Esq. Peter Kamm, Esq. Luke Kane, Esq. Colby Keefe, Esq. Anna Kegelmeyer, Esq. Carlos Kelly, Esq. Kenny Kemp, Esq. James Kerr, Esq. Jason King, Esq. D. Hugh Kinsey Jr., Esq. Tim Kizzire, Esq. Asher Knipe, Esq. Peter Knize, Esq. George Knott, Esq. Steven Koeppel, Esq. Kevin Kyle, Esq. Ronnie Lamm, Esq. Vee Leonard, Esq. Michael Leonard, Esq. Steven Leskovich, Esq. Matthew Linde, Esq. Drew Lipscher, Esq. Courtney Lovejoy, Esq. Evan Lubell, Esq. Donna Lugar, Esq. Benjamin Lusk, Esq. T. Brandon Mace, Esq. Joseph Madden, Esq. Richard Mancini, Esq. Ian Mann, Esq. L. Gail Markham Jonathan Martin, Esq. Dawn Maselli, Esq. Jason Maughan, Esq. Justin Mazzara, Esq. TJ McCann, Esq. Stephen McCann, Esq. Eve McClurg, Esq. Matthew McConnell, Esq. Garrett McIntyre, Esq. Lance McKinney, Esq. Patrick McLain, Esq. Margaret McMorrow, Esq. Michael McQuagge, Esq.

Lisa Mead, Esq. Anthony Melchiorre, Esq. Alexander Menendez, Esq. Jason Mikes, Esq. John Miller III, Esq. Mark Miller, Esq. Elaine Minnis, Esq. George Mitar III, Esq. Denise Molina-Vel, Esq. Lori Moore, Esq. Scott Moorey, Esq. Jack Morgan III, Esq. John Morgan, Esq. William “Scott” Morris, Esq. Timothy Murty, Esq. John Musca, Esq. R. Frank Myers, Esq. Terry Nelson, Esq. John Noland, Esq. Michael Noone, Esq. Joseph North, Esq. Joseph North Jr., Esq. Monique Nunez, Esq. Aaron O’Brien, Esq. Christina O'Brien, Esq. Kenneth Oliver, Esq. Jerry Olivo III, Esq. Andre Patrone, Esq. Henry Lee Paul, Esq. Raymond Pelstring, Esq. Shelly Perry, Esq. Jenna Persons-Mulicka, Esq. Evan Pfeifer, Esq. Michael Anthony Pica, Esq. Rochelle Pitts, Esq. Barbara Pizzolato, Esq. Minerva Poblet, Esq. Genet Polly, Esq. Christopher Pope, Esq. John Potanovic, Esq. Beth Prather, Esq. Jill Prenger, Esq. Caleb Pringle, Esq. Richard Pringle, Esq. Robert Pritt, Esq. Shannon Puopolo, Esq. Michael Raheb, Esq. Michael Randolph, Esq. Lee Rendeiro, Esq. Gary Rhodes, Esq. Michael Rich, Esq. Kayla Richmond, Esq. Luis Rivera II, Esq. Collette Rodgers, Esq. Adrian Roe, Esq. Matthew Roepstorff, Esq. Kara Rogers, Esq. Ty Roland, Esq. Derek Rooney, Esq. David Roos, Esq. Ben Russell, Esq. Cameron Sadighi, Esq. Alvaro Sanchez, Esq.

Chris Santospirito, Esq. Read Sawczyn, Esq. James Scarmozzino, Esq. PJ Scheiner, Esq. Bruce Scheiner, Esq. Lowell Schoenfeld, Esq. Kristie Scott, Esq. Alessandro Secino, Esq. Danielle Seitz, Esq. Carol Sellers, Esq. Samuel Sendrow, Esq. Amanda Sharkey-Ross, Esq. Spencer Shaw, Esq. Brendan Shearman, Esq. Robert Shearman, Esq. Thomas Shepard, Esq. Melissa Sherman, Esq. Gus Simmons, Esq. L. David Sims, Esq. Deans Sisk, Esq. Alexis Sitka, Esq. Joeie Skelly, Esq. Ellen Smith, Esq. Sawyer Smith, Esq. J. Tom Smoot III, Esq. John Spear, Esq. Tricia Spivey, Esq. Randall Spivey, Esq. Vicki Sproat, Esq. Dan Stengle, Esq. William Stockman, Esq. Bruce Strayhorn, Esq. Megan Strayhorn, Esq. Janet Strickland, Esq. Brian Sutter, Esq. Corbin Sutter, Esq. Britton Swank, Esq. Carolann Swanson, Esq. Richard Swift, Esq. Doug Szabo, Esq. Dr. Frank Talty, Esq. Dr. Patty Talty, Esq. Madison Tanner, Esq. T. Rankin Terry, Esq. Michael Tew, Esq. Colten Thomas, Esq. Justin Thomas, Esq. Aisha Cruz Tirado, Esq. Vincent Tolisano, Esq. Matthew Toll, Esq. Greg Toomey, Esq. Michael Traficante, Esq. Thedore Tripp, Esq. Curtight Truitt, Esq. Kaylee Tuck, Esq. S. Thomas Ullman, Esq. Michael Versnik, Esq. Barbara Walsh, Esq. Robert White, Esq. Michael Whitt, Esq. Charles Whittington, Esq. Mark Yeslow, Esq. Benjamin Yormack, Esq.

SEPTEMBER & OCTOBER 2025 43

IN THE NEWS NEW JUDICIAL APPOINTMENTS

The Hon. Rachael Loukonen

The Honorable Rachael Loukonen of Estero has been appointed to serve as judge on the Twentieth Judicial Circuit Court. Loukonen has served as a shareholder at Cheffy Passidomo, P.A. since 2019. Previously, she was the director at Dentons Cohen & Grigsby, P.C. She earned both her bachelor’s degree and juris doctor from the University of Florida. Loukonen fills the judicial vacancy created by the retirement of Judge Schreiber.

The Honorable Trent Reichling of Fort Myers was appointed to serve as judge on the Twentieth Judicial Circuit Court. Reichling has served as an assistant United States attorney for the United States Attorney’s Office for the Middle District of Florida since 2018. Previously, he was an assistant state attorney for Miami-Dade County. He earned his bachelor’s degree from Florida State University and his juris doctor from Mercer University. Reichling fills the judicial vacancy created by the resignation of Judge Steinbeck.

The Hon. Trent Reichling

The Honorable Robert Ostrov of Wellington will serve as judge on the Hendry County Court.

Ostrov has served as a general magistrate for the Twentieth Judicial Circuit since 2018 and has been the managing partner of the Law Offices of Robert L. Ostrov since 2007. He earned his bachelor’s degree from Tulane University and his juris doctor from Fordham University.

Ostrov fills the judicial vacancy created by the elevation of Judge Darrell Hill.

The Hon. Robert Ostrov

FOX NAMED PRESIDENT OF FPPA

Amira Fox, Esq.

State Attorney Amira Fox, Esq. has been named president of the Florida Prosecuting Attorneys Association (FPAA). Fox has served as the association’s vice president since 2023, and she joins Janet Reno — former state attorney for the 11th Judicial Circuit and former U.S. Attorney General — as one of only two women to serve as president of the FPAA. The organization is a nonprofit corporation composed of Florida’s 20 elected state attorneys and more than 2,000 assistant state attorneys. It provides support to prosecutors through education, technical assistance, publications and professional development programs.

FOX & SMITH SPEAK ABOUT EQUITY State Attorney Amira Fox, Esq. and Public Defender Kathy Smith, Esq. recently spoke to the Patriot’s Club in Cape Coral about the importance of an equitable justice system and also highlighted the successes and challenges their offices’ experience in the pursuit of justice.

Kathy Smith, Esq.

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CLERK’S OFFICE HOTLINE SAVES TIME Do you ever need to get through to the Lee County Clerk of Courts and Comptroller’s office quickly?

The Clerk’s office wants to make sure you are aware of their dedicated attorney assistance line, 239-533-2695, which will expedite your call to a clerk. This phone line is available from 8:30 a.m. to 5 p.m., Monday – Friday, and it is only for attorneys and paralegals.

FOUNDATION VOLUNTEERS NEEDED

HAMPTON NAMED PRESIDENT OF ROTARY Blake Hampton, Esq. of Hampton Law has been named president of Rotary Club of Fort Myers South for the 2025-26 term. The organization’s mission is to provide service to others, promote integrity and advance world understanding, goodwill and peace through the fellowship of business professional and community leaders. Rotary Club of Fort Myers South has more than 100 members who are among 1.2 million Rotarians worldwide.

Blake Hampton, Esq.

MILLER EARNS CIVIL TRIAL BOARD CERTIFICATION John Miller, III, Esq., a partner with the law firm Boy Agnew Potanovic Miller, PLLC, was one of 161 Florida lawyers to earn the Florida Bar board certification. Miller focuses his practice exclusively in civil litigation and has extensive experience representing businesses, government entities, individuals and insurance carriers at the trial and appellate levels, as well as in arbitration proceedings.

John Miller, III, Esq.

SHARE YOUR NEWS!

Each year, the Lee County Bar Association Foundation receives dozens of applications for funding dynamic programs by local nonprofit organizations. The Foundation is seeking Lee County Bar Association members to assist in reviewing these worthy applications and making funding recommendations for the 2025 grant cycle.

No prior nonprofit or grant review experience is necessary. The commitment would be approximately three to four hours total and will take place over the course of one to two sessions in October 2025.

This is a great way to get involved in your community and learn more about the Foundation. Please contact Ryan Downey at Grants@ LeeBarFoundation.org if you would be interested in volunteering.

If you have legal news to share, we want to hear from you! Please send press releases to RGEditor@ PriorityMarketing.com.

SEPTEMBER & OCTOBER 2025 45

Estate Planning is all about preparing for an unknown future.

Our caring and experienced advocates are the supporting cast you’ve been looking for to complete your clients’ trusted advisor team.

FOUNDERS

There are no dress rehearsals for life’s uncertainties.

46 LEEBAR.ORG

Shelley R. PERRY, JD

Linda O.

FLORES, CDP

Professional Fiduciary and Lifecare Management Solutions

239.206.1203 | SeniorAGroup.com 2390 Tamiami Trail North, Suite 202 | Naples, FL 34103

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

Contact Lauren Baugh at LBaugh@LeeBar.org or (239) 334-0047.

PLATINUM

GOLD GOLD

GOLD SILVER

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BRONZE

INGOLD KIND Jim Jett Photography SEPTEMBER & OCTOBER 2025 47

FREE Consultations

Bill B. Berke Truck Accident Lawyer

We pay permissible referral and co-counsel fees. We look forward to co-counseling with you.

Lawyer for Life Barbara M. Pizzolato, Esq.  Over 38 years experience  Licensed to practice in New York, New Jersey, Connecticut, and Florida  Committed to establishing long-lasting relationships with her clients  Offers personalized, customized legal services that clients expect and deserve

(239) 225-7911

8660 College Parkway, Ste 400 Fort Myers, FL 33919

CALL 800.572.3735 truckwreckflorida.com

PIZZOLATOLAW.COM 48 LEEBAR.ORG

DONOR LISTING MENTAL HEALTH & WELLNESS MISSION Thank You, Mental Health and Wellness Mission Sponsors

DIAMOND SPONSOR - $10,000

SILVER SPONSORS GOLD - $2,000 Holly Cosby, Esq. | Honorable Kathy Smith

GOLD - $1,000 BRONZE SPONSORS Robert Bowen, Esq. | Henderson, Franklin, Starnes & Holt, P.A. Holly Cosby, Esq. | Joseph North, Esq.

GOLD

PEARL SPONSORS - $350 Honorable Kathy Smith | Karla Campos-Andersen, Esq. Judge Joseph Foster | Spivey Law Firm, Personal Injury Attorneys, P.A.

INDIVIDUAL MHWM CONTRIBUTORS GOLD Michael Corso, Esq. | Derrick Isaac, Esq. | T. Rankin Terry, Esq. Steven Spence, Esq. | Shelly Finman, Esq. | William Stockman, Esq. SEPTEMBER & OCTOBER 2025 49

SPONSOR SPOTLIGHT

30+ Years of Excellence in Insurance Law

Advocating for Policyholders in Claims Presentation, Litigation & Appeals For more than 30 years, our law firm has represented individual and business policyholders in all aspects and types of insurance recovery in North American and the Caribbean.

We frequently serve as an insurance coverage co-counsel, assisting other law firms and their clients with all aspects of insurance recovery.

With experience in the field of insurance law, our attorneys provide legal advice and advocacy in a variety of complex insurance-related matters, routinely handling and accepting referrals of appellate matters in both state and federal courts.

We also routinely assist clients and have extensive experience in real estate matters such as foreclosures, real estate litigation, real estate closings and title insurance disputes.

239-337-1303 | Insurance-Counsel.com

Our team of attorneys provide effective representation and assist policyholders with insurance recovery in: • Commercial General Liability Insurance • General Contractor Insurance • Subcontractor Insurance • Homeowners Insurance • Hurricane/Windstorm Insurance • Commercial Property Insurance • Builders’ Risk Insurance • Automobile Insurance • Boating Insurance • Motorcycle Insurance • Professional Liability Insurance • Directors and Officers (D&O) Insurance • Errors and Omissions (E&O) Insurance • Life Insurance • Health Insurance • Disability Insurance • Umbrella Insurance • Excess Insurance • First and Third-party Bad Faith Claims

With offices in Fort Myers, Tampa, South Carolina and North Carolina, Boyle, Leonard & Anderson, P.A. is an insurance litigation law firm that serves clients across North America and the Caribbean.

50 LEEBAR.ORG

SPONSOR SPOTLIGHT Henderson, Franklin, Starnes & Holt, P.A. Founded in 1924, Henderson, Franklin, Starnes & Holt, P.A. is one of the largest and most experienced full-service law firms between Tampa and Miami. With over 55 attorneys who live, work and have deep roots in Southwest Florida, Henderson Franklin provides high-quality, personalized legal services to a roster of corporate and individual clients. Learn more at HenLaw.com.

Pavese Law Firm Established in 1949 as a one-attorney general practice firm, Pavese Law Firm has grown into one of the largest legal practices in Southwest Florida, playing a significant role in the growth of local businesses, communities and major development projects in Florida. Pavese Law’s team of highly skilled attorneys serve from three offices in Fort Myers, Cape Coral and West Palm Beach. Learn more at PaveseLaw.com.

Law Offices of Dennis L. Webb, P.A. The Law Offices of Dennis L. Webb, P.A. has continually distinguished itself, representing clients in the fields of personal injury, mental health abuse, medical malpractice, employment law, product liability and insurance claims. Dennis Webb and his legal team have over 35 years of combined trial experience, and the staff and resources to litigate against any adversary. Learn more at SWFlaLawyers.com.

Everwell Financial Everwell Financial makes investing and advising personal for women, because there’s a person behind every decision made with money. The firm offers holistic and customized financial solutions, focusing on retirement planning, wealth management and financial planning. Founder and financial advisor Danielle Lucht, RICP®, CDFA® is also a certified divorce financial analyst. Learn more at EverwellFinancial.com.

Fort Myers Court Reporter Serving the legal community in the 20th Judicial Circuit Court since 1992, Fort Myers Court Reporting is committed to providing professional court reporting and transcription services that utilize the latest available technology. Clients can access and print transcripts, exhibits and invoices at any time with an easy-to-use client repository. Learn more at FMReporting.com.

Milestone Reporting A family-owned and operated company, Milestone Reporting provides court reporting and legal video deposition services in Florida and Georgia. Focused on quality and professionalism, the company employs full-time administrative personnel, certified court reporters and certified legal videographers with over 80 years of combined experience. Learn more at MilestoneReporting.com.

SEPTEMBER & OCTOBER 2025 51

2077 First Street, Suite 207 Fort Myers, FL 33901

PRSRT STD U.S. POSTAGE PAID FT. MYERS, FL PERMIT NO. 147

(239) 334-0047 Fax (239) 334-0523 LEEBAR.ORG

WE MAKE IT OUR BUSINESS TO SERVE OUR COMMUNITY As the oldest locally owned and managed community bank in Lee County, Edison National Bank/Bank of the Islands has deep roots in Southwest Florida. In addition to serving as a trusted, responsive banking partner, we believe in giving back to our community through volunteerism and philanthropy. Whether it’s hosting a back-to-school drive or getting our hands dirty to clean up our beautiful beaches, we are eager to make a difference for the greater good – Yesterday, Today and Tomorrow.

Local Bankers. Local Solutions.

Local Commitment.

S. Cleveland Avenue 239.466.1800

Bank of the Islands - Sanibel 239.472.7211

River District 239.334.4668

Bank of the Islands - Captiva 239.395.0248

EdisonNationalBank.com Equal Housing Lender | Member FDIC