Sidebar Spring 2026

Serving the Profession and the Community since 1885

2026 OFFICERS

Colin J. O’Boyle, Esq. – President

Hon. Joseph P. Walsh – President-Elect

Mary Kay Kelm, Esq. – Vice President

Hon. Lauren A. Hughes – Treasurer

Anita Seth, Esq. – Secretary

Seth D. Wilson, Esq. – Immediate Past President

SIDEBAR COMMITTEE

Chairs

Gregory Gilston, Esq.

Franqui-Ann J. Raffaele, Esq.

MBA STAFF

Denise S. Vicario, Esq., Executive Director

Hazel Bergquist, Accounting Manager

Jessica Deazle, Lawyer Referral Service and Front Office Coordinator

Jessica Gambone, Montgomery County Law Reporter Desktop Publisher

Jim Mathias, Director of Marketing, Development, and Public Affairs

Sherry Mathias, CLE Coordinator

Joe Schiele, Facilities

Sherry Sutton, Membership Coordinator

Megan Ware, Communications and Event Coordinator

Sandy Whittington, Accounting

The SIDEBAR Committee invites articles and news information of interest. Please send content to: MBA, c/o SIDEBAR Committee, P.O. Box 268, Norristown, PA 19404-0268 or email: sidebar@montgomerybar.org.

The SIDEBAR Committee reserves the right to edit any material submitted and/or to omit the same from publication. Most articles are written by members for members.

©2026 All rights reserved. No portion of this publication may be reproduced electronically or in print without the expressed written consent of the publisher.

SIDEBAR

Lobster Cutlets and Potage Jenny Lind: A Look Back in Time Through Our Association’s Archives, Part 2

The Montgomery Bar Association Mourns the Passing of the Incomparable Justice Sandra ‘Sandy’ Schultz Newman

Scenes of the Bar

Announcing LASP’s New Montgomery County Pro Bono Coordinator

A Word from USI Affinity

Review: An Insignificant Case: A Thriller by Phillip Margolin.

Sinking Spring, PA 19608

UPDATES & INSIGHTS

Colin J. O’Boyle, Esq.

Montgomery Bar Association 2026 President

PRESIDENT’S MESSAGE

“There are no strangers here. Only friends you haven’t yet met.”

At the Annual Business Luncheon, I talked about my happy upbringing in Scranton, my “perilous” move to Villanova for law school, and my unfortunate ignorance of the Montgomery Bar Association (and Montgomery County for that matter) when I joined Elliott Greenleaf, P.C. after graduating in 2007.

It was against that backdrop that I extolled the warm welcome I received when I joined the MBA as a new lawyer with no connections to the area. My welcome was not a single event nor made by a single person. It was a welcome over time comprised of small acts of kindness—inclusion in conversations, introductions to other members, kind emails to stay connected, suggestions to attend events, personal notes of congratulations as well as condolences, encouragement to take on leadership roles, showing up to support programming or initiatives I worked on, and countless other thoughtful acts.

It has been almost two decades now, and I believe the MBA is as welcoming as it has ever been. To steal a quote often attributed to W.B. Yeats, when it comes to the MBA, “There are no strangers here. Only friends you haven’t yet met.”

BUSINESS HOURS: Monday thru Friday 8:30 AM - 4:30 PM

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Norristown, PA 19401

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Phone: 610-279-9660

Fax: 610-279-4321 & 610-279-4846

That is, of course, because of all of you—our members. The MBA is a strong, robust association of nearly 2,000 members—the largest Unit County in the Pennsylvania Bar Association (PBA). The friends you have made and those you will meet at the MBA are a dynamic group. They are active participants and leaders at all levels of the public, private, nonprofit, judicial, legislative, and executive worlds. We get involved. We give back. We support one another, our families, and our community.

President Judge Carolyn Carluccio, a past president of the MBA, has given us a perfect example of this. At the beginning of the year, in honor of America’s 250th birthday, she challenged the judges of the Court of Common Pleas and their staff to collectively perform 250 individual acts of community outreach/service throughout 2026. They readily accepted the challenge, are tracking their progress, and the community will be better for the many contributions they have made so far and the additional ones they will make now.

President Judge Carluccio welcomed the MBA to join her America250 Challenge. I am proud to report that, at the February meeting, our Board of Directors unanimously accepted the challenge. The challenge is not limited to the Board, though. We hope only to lead by example. The challenge to focus on community outreach and service in honor of America’s 250th Birthday is extended to the committees, sections, and membership at large. The MBA has expanded the Pro Bono Initiative webpage created by Past President Lisa Shearman to include a section dedicated to the America250 Challenge, where you can not only find community service opportunities, but you can also log your acts of service: https://www.montgomerybar.org/?pg=ProBonoVolunteer.

Please join the challenge. Whether you are already a dedicated volunteer or someone whose other commitments have taken precedence, make America’s 250th birthday the year to focus on giving back and doing more. Do not be bashful either. Do not let your contributions go unnoticed. Do not hide your light under a bush. Report your acts of service on the MBA website—let us memorialize this year of service together.

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MONTGOMERY BAR ASSOCIATION

ATTORNEY DISCIPLINARY AND ETHICS MATTERS

James C. Schwartzman, Esq.

• Judge, Court of Judicial Discipline

• Former Chairman, Judicial Conduct Board of Pennsylvania

• Former Chairman, Disciplinary Board of the Supreme Court of Pennsylvania

• Former Chairman, Continuing Legal Education Board of the Supreme Court of Pennsylvania

• Former Chairman, Supreme Court of Pennsylvania Interest on Lawyers Trust Account Board

• Former Federal Prosecutor

• Selected by his peers as one of the top 100 Super Lawyers in PA and the top 100 Super Lawyers in Philadelphia

• Named by his peers as Best Lawyers in America 2022 and 2015 Philadelphia “Lawyer of the Year” Ethics and Professional Responsibility Law and Legal Malpractice Law

1500 Market Street, East Tower, Suite 1800 • Philadelphia, PA 19102 (215) 751-2863

PRESIDENT’S MESSAGE

continued from page 5

Our committees, sections, and members-at-large have been doing a fantastic job of creating and supporting community outreach/service opportunities, including free clinics for wills and name changes, high school mock trial competitions, community speaking engagements, and grade school read-a-loud programs, to name a few. The committees and sections have also been very busy hosting meetings, creating and presenting CLEs, and arranging social gatherings.

All of these are opportunities for you—our members—to enjoy the benefits of membership, to meet new and existing friends, and to help welcome new members. With that in mind, this year, you will see our new members have a red banner on their name tags. When you see that banner, remember what it was like to be the new person, and take the opportunity to roll out the proverbial red carpet to welcome them and help them feel a part of our great Association.

In addition to the invaluable networking, friendships, and scholarship opportunities our members enjoy, we are also very proud of the more tangible benefits we can offer, including through our partnerships with the PBA. These benefits change over time, so to help ensure you are taking advantage of your membership, we will be highlighting the various benefits throughout the course of the year, and we also invite you to visit the website. To highlight just a few, regular members have access to free online legal research with Decisi; free trust accounting & billing software with Smokeball; free annotated decisions from our Montgomery judges weekly; free access to the searchable database of those local decisions; and discounted insurance products through our sponsors.

For as large and strong as our organization is, we can be better. There are still many lawyers living or practicing in Montgomery County who are not members of our Association. I believe these lawyers are missing out on the great benefits of our membership, and I believe we are missing out on the experience, ideas, and participation of these lawyers.

To try to address this, we are coordinating with the PBA to reach out to these non-member lawyers in our community. However, as you all know, there is nothing as powerful or effective as the personal outreach of a trusted friend or colleague. Our members are our best ambassadors. So, invite a friend or colleague to lunch at the MBA Café; bring them to a CLE, meeting, or social event; talk up the tangible and intangible benefits of membership; and encourage them to join you as a member of the best bar association in the Commonwealth.

UPDATES & INSIGHTS

MONTGOMERY BAR FOUNDATION PRESIDENT’S MESSAGE

By Patrick J. Kurtas, Esq., President, Montgomery Bar Foundation

When I accepted the honor of serving as President of the Montgomery Bar Foundation, I did so with a deep sense of gratitude, as well as a renewed appreciation for what this community of lawyers can accomplish when we decide— together—that access to justice is not optional.

Over my last five years of service on the Board of Trustees of the Montgomery Bar Foundation, I have watched our members time and again step up to assist— both directly and financially—neighbors they may never meet, in courtrooms and settings they may never otherwise enter, with problems they themselves may never face. That quiet generosity is the Foundation’s true engine. It is also why I am proud to report that in 2024, we came close to a milestone, and in 2025, we surpassed it for the first time: exceeding $150,000 in annual giving to organizations and initiatives that deliver justice where it is needed most. Those dollars translate into safer families, housed neighbors, protected children, and real help for people who would otherwise stand alone in a complicated system.

Two dates in the coming year capture both the tradition and the promise of our work.

First, on Sunday, June 14, 2026, the Foundation will team up with Perkiomen Valley 250 as both co-sponsor and co-beneficiary of a Flag Day Gala celebrating our nation’s Semiquincentennial. This is a once-in-a-generation moment—an evening that honors the ideals we swear to uphold and the history that binds us together. It will bring together the legal community, civic partners, and neighbors to celebrate 250 years of an ongoing experiment in selfgovernment—and to raise funds so that those ideals remain

accessible to everyone, not just those who can afford them.

Second, on Monday, June 22, 2026, we will gather again at Green Valley Country Club for our Annual Golf Outing—a tradition that blends collegiality, competition, and a commitment to Legal Aid and our broader mission. The outing happens every year, but its impact never becomes routine. It is one of the most reliable ways we turn fellowship into funding and good intentions into measurable help. Even if golfing isn’t your thing, please join us for our celebration and awards dinner, where we will bestow the Honorable Louis D. Stefan Law Enforcement Award and the Honorable Milton O. Moss Public Service Award on worthy members of our legal community.

These events matter because the needs are real. The Foundation’s grants support organizations that help survivors of domestic violence, families facing eviction, seniors navigating complex benefits, children who need an advocate, and individuals reentering our community after incarceration. For many of them, the difference between stability and crisis is not abstract—it is a lawyer, an advocate, or a clinic or organization funded by the generosity of this Bar.

So here is my ask, and it is a simple one: consider how fortunate you are compared to the people we serve—and then decide how you want to help.

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MONTGOMERY BAR FOUNDATION PRESIDENT’S MESSAGE

continued from page 7

You can:

• Become an MBF Fellow.

• Elevate your tier as an MBF Fellow.

• Attend or sponsor the Flag Day Gala.

• Play in, sponsor, or support the Golf Outing.

• Make a direct donation, including gifts of appreciated assets or planned gifts.

• Include a charitable bequest to the Foundation in your estate plan.

• Encourage a colleague to join you.

No single contribution does this work alone—but together, they change outcomes. Our profession carries a special responsibility. We understand the power of the law. The Montgomery Bar Foundation exists to make sure that power is not reserved only for those with means.

I am grateful for what you have already done. I am excited about what we will do next—on June 14, on June 22, and throughout the upcoming year. And I am confident that, with your continued support, we will keep proving that access to justice in Montgomery County is not just an ideal—it is a shared commitment.

In preparing to serve as President of the Trial Lawyers Section this year, I thought about what it means to be a “Trial Lawyer.” The definition is simple: A lawyer who practices in a trial court. Jury trials are a fundamental and vital part of the American system of justice, guaranteed by the Seventh Amendment to the United States Constitution and Article 1, § 6 of the Pennsylvania Constitution. Yet, when you look at the statistics, every year fewer cases go to trial. According to the Pennsylvania Statewide Common Pleas Caseload Statistics for 2024, there were 211,108 civil cases available for processing that year. By the end of the year, 96,546 cases were processed and, and of those cases, there were only 454 jury trials and 922 non-jury trials. Only 1.4% of the civil cases in Pennsylvania were tried in 2024!

THE TRIAL LAWYERS SECTION: GROWING TRIAL LAWYERS, TOGETHER

By Joan Orsini Ford, Esq., Chair, Trial Lawyers Section

I remember my first medical malpractice trial in 1992. I was a fifth-year associate—my opponent was a well-known and respected plaintiff’s attorney from Philadelphia. Truth be told, my clients were not happy to be represented by a young, inexperienced, female “trial attorney.” The case was tried before Judge Brown in Montgomery County. Neither one of my clients waited around for the verdict. Much to my relief, the verdict was in favor of the defense, so the call to the clients was an easy one to make. I often thought that I had no business being in that courtroom. But, in retrospect, that trial propelled me forward in my career as a trial lawyer. I had several other trials that year, all resulting in defense verdicts.

Unfortunately, with the smaller number of cases going to trial, trial experience is limited more now than ever— but trial experience is absolutely necessary for young attorneys who want to be trial attorneys. What can we, as members of the Montgomery Bar Association (MBA), do

this year to mentor young attorneys who aspire to be trial lawyers?

In honor of America 250, Colin O’Boyle, President of the MBA, has challenged the members of the Montgomery Bar to complete 250 individual acts of community service and outreach throughout 2026. To the members of the Trial Lawyers Section, I challenge you to share your talent and experience and mentor a young attorney. If you have a case going to trial, encourage younger associates to tag along, or, if possible, sit second chair. Even easier, with the limited number of trials, invite your associates to attend a meeting of the Trial Lawyers Section. We have presentations lined up this year that are relevant and useful to every trial lawyer’s practice. We kicked off 2026 with an excellent presentation by Heather Hansen on “The Science of Charisma in the Courtroom.” Heather—a communications and strategy consultant, trial lawyer, author, speaker, and former TV legal analyst—spoke about tactics for trial attorneys to use in order to be better advocates in the courtroom for our clients. Heather is a dynamic speaker, and the presentation was enlightening and well-received.

To the young attorneys who aspire to be trial lawyers, seize every opportunity that comes your way—the experience will be invaluable. I encourage and invite you to attend the Trial Lawyers Section meetings. The collective years of experience in attendance at the meetings are amazing and inspiring. The members are always willing to share their knowledge, experiences, and wisdom. Remember that we, as trial lawyers, are vital to ensuring that our system of justice remains in the hands of the people.

TRUST, BUT VERIFY: USE OF AI AND THE ESTATE LAWYER’S DUTY

By George Riter, Esq., Chair, Probate & Tax Section and Elizabeth Ferraro, Esq., Secretary, Probate & Tax Section

Catchy title, right? ChatGPT generated 12 options for quippy titles after a two-sentence explanation of this topic and Sidebar’s target audience. Most readers likely consider this a harmless use of Artificial Intelligence (AI) that can save our already over-taxed brains a little thinking power. However, while AI is everywhere, it is certainly not all harmless. Outlook can boil down your client’s lengthy email to a few points and comment on your grammar; Google will write the response email for you; and chatbots can follow a prompt to provide a response, known as generative AI. While each of these items can save time, each comes with significant risks to attorneys’ ethical duties.

This article touches on the professional responsibilities owed to clients as our trusts and estates practices intersect with the use of AI and proposes that proper training—along with disclosure in engagement letters—is the best course to protect both clients and attorneys.

Pennsylvania Rules of Professional Conduct

When using AI in practice, the duties of competence and confidentiality are some of the most vulnerable. The Pennsylvania Rules of Professional Conduct (the “Rules”) provide the following relevant guidelines in these areas.

• Maintaining Competence: Rule 1.1(8) provides that a lawyer “must keep abreast of changes in the law and its practice, including the benefits and risks associated with relevant technology . . . .”

• Confidentiality: Rule 1.6(a) and 1.6(d) provides that a lawyer “shall not reveal information relating to representation of a client unless the client gives informed consent, except for disclosures that are impliedly authorized in order to carry out the representation . . .” in addition, a “lawyer shall make reasonable efforts to prevent the inadvertent or unauthorized disclosure of, or unauthorized access to, information relating to the representation of a client.” This “duty not to reveal information relating

to representation of a client continues after the client-lawyer relationship has terminated.” Rule 1.6(e).

Lawyers in general, and estate lawyers in particular, tend to be set in their ways. However, Rule 1.1(8) mandates that lawyers understand the benefits and risks of their use of technology, including AI. Generative AI that produces its own content based on prompts or input provided by the user is a tempting time saver, but risks providing unreliable results, as seen often in litigation. For example, you could ask an AI platform to draft a will compliant with Pennsylvania law that creates a trust for minor children. It is your professional responsibility to weigh the upside of using this technology (look how much time and money you saved your client) against the downside—AI is not a lawyer. Query whether the document is legally sound and if it meets client expectations. When examined by various courts, most jurists will examine the reasonableness of the attorney’s use of AI when determining whether such use was proper.

Now consider whether inputting client information into AI is a violation of Rule 1.6 relating to confidentiality. AI tools are not clients, and accordingly, providing attorneyclient-privileged information to these systems may result in a loss of the attorney-client privilege or privileges over any work product provided. Similarly, clients entering attorney communications may also be deemed to have waived privilege.

Generative self-learning AI services, such as ChatGPT, learn from users’ input—meaning they derive “knowledge” from the information gathered from users around the world. As a result, if using external generative AI (i.e., not a closed system), a line from your email could appear in the answer to another user’s prompt. Although Pennsylvania has no precedent, the Southern District of New York determined that a client’s prompts to a generative AI system—along with documents generated by AI to share with counsel—were not protected by the attorney-client privilege or the work product doctrine. Joint Formal Ethics

DON’T CHOOSE BUSINESS AS USUAL

CHOOSE BUSINESS

accelerated

Opinion 2024-200 also provides (non-binding) guidance for practitioners using AI—although, since its publication in 2024, the technology has significantly advanced.

Ultimately, information provided to AI services may not remain solely between you and the AI platform and may instead become part of the greater AI domain. This depends on the platform’s terms and conditions. In addition, many businesses are developing their own closed-model AI systems or encouraging employees to use AI that comes with secure software programs, like Microsoft’s Copilot. Competence and awareness of the security of the service are imperative for maintaining confidentiality and privilege.

Practice Points

We all strive to become more efficient and better at what we do. AI, like any other technology, can be a useful tool. As attorneys, we need to consider reasonable ways to incorporate AI into our practice, disclose the use to clients—as necessary—and be aware of the risks posed to both clients and our professional responsibilities. When incorporating AI into our practice, we should all consider these practice points:

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• Determine what areas of your workload can be made more efficient using AI without disclosing confidential information or posing risks to the client. Develop and regularly review a firm policy that outlines the acceptable uses for AI. Ensure everyone acknowledges and follows the policy.

• Do your due diligence in procuring AI products to determine what safeguards are in place to secure your client’s confidential information. For example, if using a digital notetaker, it is your duty to determine how the service uses and stores the information it gathers.

• In your engagement letters, adequately disclose the use of AI to your clients and provide clients with the opportunity to opt out. Also inform clients of the risks to confidentiality and privilege posed by using generative AI outside of a closed-model system to review correspondence or documents you have prepared or to generate a response.

• The model rules of professional conduct provide that competence in technology cannot be merely satisfied by hiring a qualified IT provider. Attorneys must educate themselves on both the risks and benefits of the technology. This can be accomplished through self-education or CLE programming.

TECHNOLOGY, ESQ.

A MODERN APPROACH TO THE DISCOVERY PROCESS

By Gregory Gilston, Esq.

Discovery has long been one of the most timeconsuming and expensive phases of litigation. Whether reviewing thousands of emails, organizing financial records, or combing through text message exports, attorneys often spend countless hours on work that is essential but largely administrative.

Artificial intelligence (AI) is now reshaping that process, not by replacing lawyers, but by dramatically improving how discovery materials are collected, indexed, reviewed, and analyzed.

One of the most immediate impacts of AI is in document organization. Modern AI tools can quickly sort large data sets into logical categories, index files by subject matter, flag duplicates, and identify potentially relevant materials based on context rather than simple keyword matching. Instead of manually reviewing every document, attorneys can focus on the most meaningful information first. This shift alone can reduce discovery review time from days to hours.

Another powerful application is automated summarization. Large volumes of financial records, medical documents, deposition transcripts, and lengthy email chains can now be condensed into clear, concise summaries within seconds. This enables attorneys to understand the core issues in a case much more quickly while still having the ability to drill down into the source material when needed. In complex cases—particularly those involving financial disputes or extensive communications—this capability can significantly accelerate case strategy development.

AI also excels at recognizing patterns and anomalies. It can identify irregular financial transfers, sudden changes in spending behavior, escalating conflict in communications, or inconsistencies in timelines that may warrant closer review. These insights often surface critical issues earlier in litigation, allowing attorneys to act strategically rather than reactively.

Beyond basic organization, AI-powered natural language search allows lawyers to interact with discovery in a far more intuitive way. Rather than guessing which keywords might capture relevant information, attorneys can search using conversational prompts such as asking for communications about hidden assets, missed custody exchanges, or business expenses paid in cash. The technology interprets meaning and context, helping surface documents that traditional searches might overlook.

Equally important is AI’s ability to automatically index and organize discovery materials into searchable, chronological, and issue-based systems. Instead of wrestling with chaotic folders and file names, lawyers and their teams can work within structured, easily navigable databases that support efficient collaboration and motion preparation.

While the advantages are substantial, attorneys must use AI responsibly. Lawyers remain ethically obligated to review all outputs and exercise professional judgment.

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legal use or ensure proper security safeguards are in place to protect client data.

When used thoughtfully, AI-assisted discovery has implications beyond convenience. By reducing time spent on manual review and organization, legal services have become more cost-effective. This allows smaller firms to compete more effectively, helps clients manage litigation expenses, and promotes greater access to justice overall.

AI is no longer a futuristic concept reserved for large law firms with massive budgets. It is an increasingly practical tool available to attorneys at every level of practice. Those who integrate it into their discovery workflows will not only gain efficiency but also strengthen their ability to analyze cases thoroughly and advocate effectively. The goal is not to replace legal skill—it is to enhance it. By allowing technology to handle the heavy administrative lifting, lawyers free up time and resources to focus on what matters most—strategy, judgment, and a quality client experience.

UPDATES & INSIGHTS

PRO BONO SPOTLIGHT FROM THE BENCH

By Kate Normil, Esq., and Tim Knowles, Esq. Co-Chairs, Pro Bono, Access to Justice, and Community Service Committee

We had the pleasure of sitting down with Judge Virgil B. Walker to discuss how he gives back to youth in the community. What started as a regular discussion about his acts of service evolved into a very insightful and inspiring discussion about the “why” he chooses to spend his free time giving back.

Judge Walker volunteers for several different initiatives. One organization is the Youth Leadership Institute (YLI). The YLI is a youth-led, highly interactive leadership development program designed to empower and engage youth, ages 11-13. Most of the youth in YLI are from lowerincome backgrounds. YLI provides educational services such as conducting programs, workshops, and field trips focused on culture, the environment, and careers. Judge Walker has been primarily working with students from the Roosevelt Campus of the Norristown Area School District. He invites the students into his courtroom to watch proceedings. He then takes them into his chambers to discuss the court proceedings, take photos on the bench, and answer any questions the students might have. The students leave with his contact information and instructions to keep in touch.

These are not the only students benefiting from time in Judge Walker’s courtroom. On Saturday mornings, he hosts mock trials for the children of Alpha Kappa Alpha members. He orders pizza for them, and they practice doing an abbreviated trial, with students serving as attorneys and jurors.

Judge Walker also volunteers for The Blessing House in Norristown. On Saturdays, they bring about 40 children in from the community and have activities for them. For example, on a recent Saturday when Judge volunteered, they traced the children while lying down on paper and then had the children paint a picture of themselves with watercolors. Judge Walker brings his son with him to this event to instill the value of giving back at an early age.

Judge Walker also has two students from Cristo Rey Philadelphia High School who come to his courtroom every week from September to May. They watch the court proceedings and work with him to develop skills such as identifying hearsay. At the end of the school year, they present a PowerPoint on their experience in the courtroom.

Judge Walker said one of his goals is to “demystify what I do” and make the youth think, “I can do that too.” He doesn’t use legalese when he speaks with his own three children, nor with the children he mentors—instead, he “meets them on their street.” He takes off his robe when he talks with them to take away the barrier. Judge Walker went on to say that a lot of these children do not have anyone around them to let them know what is possible. It is very important to him to “plant a seed” that one day will grow.

Judge Walker candidly shared with us that he did not come from a family of means. He grew up in Virginia Beach, and most of his family members were domestic workers with a high school education or less—his greatgrandfather was enslaved. The judge told us about a story that was the “seed” for him. When he was ten years old, he went to work with his aunt, who was a cleaner in a real estate office. While he was there, he saw how people were dressed, how they spoke, and the degrees hanging on the walls. It was vastly different from what he was accustomed to growing up. This experience planted a seed of what was possible through education. Judge Walker was the first African American in his first year of high school in Virginia Beach—desegregation had just started. The teachers and school intentionally tried to fail him by giving him a different version of the book than they gave to the white students. Judge Walker persevered through all of these challenges and went on to achieve many great accomplishments in his professional and personal life.

If you’re wondering how Judge Walker ended up in Philadelphia, it’s simple. Through a family friend, he grew up an Eagles fan. When the opportunity came to relocate to this area, he took it. Although he is no longer in Virginia Beach, it remains close to his heart. In his Chambers hangs a photograph of the house he grew up in, which is a significant reminder of his roots.

“I think as people who have achieved a certain level of success, we owe it to give back. We can’t just do it in words. We have to do it in deeds.” Judge Walker stressed the importance of wanting to help the children develop a sense of self-worth, hard work, and discipline. He wants

to set an example that “If he can do it, I can do it,” and “Do not let anyone tell you that you cannot achieve it if you’re willing to make the sacrifice.”

Judge Walker’s personal story and commitment to giving back to the youth in the community serve as an inspiration for us all. There are more children who need these opportunities than Judge Walker can provide for on his own, and he hopes to see this grow into other courtrooms in Montgomery County in the future. We ended the discussion brainstorming ways that the Pro Bono, Access to Justice, and Community Service Committee can work with the Montgomery County Bench on future programs. Keep your eyes open for these activities in the coming year.

For more information on how to get involved in these initiatives and support Roosevelt Campus, please contact the co-chairs of the Pro Bono, Access to Justice, and Community Service Committee.

UPDATES & INSIGHTS

THE EQUITY STOP

By Damian Jackson, Esq. Co-Chair, Diversity, Equity & Inclusion Committee

“The arc of the moral universe is long, but it bends toward justice,” is a well-known phrase from Dr. Martin Luther King Jr.—often invoked to remind us that progress toward equality, though slow, is ultimately achievable. If that is true, then it was perhaps inevitable that the Montgomery Bar Association (MBA), founded in 1885, would one day reflect the diversity of the community it serves. The more difficult question is when that transformation began—and specifically, who was the first Black attorney admitted to the MBA.

One might assume that such an answer would be easy to locate in an era when we carry supercomputers in our pockets—it was not. To understand the timeline of diversity within the MBA, it is necessary to examine the broader history of the legal profession in the United States, in Pennsylvania generally, and in Montgomery County specifically. Any honest account must acknowledge the foundational role that slavery and racial exclusion played in shaping American legal institutions.

Early Legal Barriers and the Legacy of Slavery

In 1857, the U.S. Supreme Court’s decision in Dred Scott v. Sandford (Sanford—the court misspelled the defendant’s name in the official decision) declared that enslaved people were not citizens and that Congress lacked authority to prohibit slavery in federal territories. Although the 13th, 14th, and 15th Amendments ultimately overturned this ruling—culminating in 1870—the decision reflected a legal system deeply intertwined with racial hierarchy.

Pennsylvania took an earlier step toward abolition with the Act for the Gradual Abolition of Slavery in 1780, the first such law in the United States. Yet even this statute did not immediately free all enslaved people, and full abolition in practice did not occur until 1870. Racial discrimination remained embedded in federal and state systems, shaping daily life and erecting institutional barriers that endured

long after slavery formally ended.

These barriers extended directly into the legal profession. In 1847, George Boyer Vashon—who would become the first Black attorney admitted to the New York Bar—was denied admission to the Allegheny County Bar solely because he was not white. He was rejected again in 1867 and was posthumously admitted to the Pennsylvania Bar in 2010.

Jonathan Jasper Wright became the first Black lawyer admitted to practice in Pennsylvania in 1865, though little is known about the extent of his practice.

Admission to Practice in Pennsylvania and Montgomery County

Before 1902, admission standards varied widely by county. Lawyers could practice only in counties where they were admitted. They would require special admission (Pro Hac Vice). Becoming a lawyer relied heavily on an apprenticeship model—“reading the law”—which itself favored those with access to established practitioners. The profession was largely reserved for the well-connected.

Montgomery County added its own restrictive layer: the MBA admitted only three attorneys at a time. This policy created a bottleneck that affected all applicants. The rule is believed to have been designed to discourage Philadelphia attorneys from entering the county and forced them to partner with local practitioners.

Meanwhile, in Philadelphia, John Daniel Lewis and Jeremiah H. Scott were admitted in 1877 and are often cited as the first Black attorneys admitted to practice before the Pennsylvania Supreme Court. Census records, however, list J. Austin Norris and Isaac Parvis as practicing lawyers in Philadelphia as early as 1850. Regardless of the precise order, Black attorneys in this era faced extraordinary obstacles and often relied on multiple sources of income to sustain their practices.

UPDATES & INSIGHTS

LOBSTER CUTLETS AND POTAGE JENNY LIND: A LOOK BACK IN TIME THROUGH OUR ASSOCIATION’S ARCHIVES, PART 2

By Mark D. Turetsky, Esq., Co-Chair, Historical Committee

In the last issue of Sidebar, we ended our visit to the archives speculating as to the medical status of our members who became ill after eating the spoiled stuffing served at the Association dinner held at the Ritz Carlton Hotel in June 1923.

Unfortunately, our archives provide no clue as to the fate of the stricken. Likewise, I was unable to locate the minutes or program for the 1924 memorial service to determine if any of the names of the departed also appear on the list of the dinner attendees. Maybe it was only a mild touch of indigestion, but who knows?

Apart from the high life and gourmet meals, our longago members also enjoyed more plebeian and healthier pursuits such as singing, sports, games, picnics, musicales, and a bit of roughing it. Looking through the archives for examples of fun and games, I was not disappointed. Amid the serious business of establishing minimum fee schedules, grading bar examinations, and keeping the courthouse free of out-of-county practitioners, I found many inducements for members to loosen up and enjoy themselves.

One example was the Association’s spring outing at The Philadelphia Yacht Club held May 27, 1915, in Essington. Today, Essington seems like an unusual place for an afternoon of fun and frolic. Before the heavy industry of the World War I era arrived, Essington was a leisure destination for wealthy Philadelphians. It was the home of several prestigious clubs. The river was cleaner then, and the town was a prime spot for boating, fishing, and summer outings. It remains the site of the Philadelphia Lazzaretto Quarantine Station, opened in 1799 and the last surviving example of its type in the U.S.

On May 7, 1915, John M. Dettra authored the outing invitation to the members. John was a prominent attorney and bar leader, and in 1914, he became one of the founding members of the firm, which is today High Swartz. John’s invitation is as inviting today as the day he sent it. The letter opens with a real knee-slapper, as it’s addressed to “Dear Brother-in-law.”

He begins his letter by encouraging the reader to “Set apart…May 27th, 1915…for a real, free and easy, go-as-youplease outing…It affords rest for the weary and recreation

Bench and Bar of Montgomery County at Kugler’s Mohican Club on the Delaware, June 2, 1916. Planked shad in the foreground. Banjo player on the right.

for the devotees of baseball, golf, tennis, quoits, rod and line, etc.… Ideal…for a genuine May outing—a rara avis as it were.”

John continues, “enjoy yourself in your own way; fraternize with your co-laborers in a noble profession; and partake of the planked shad and roe and spring chicken dinner, with all the desirable side dishes and wash downs, at $3 per, notwithstanding the high cost of living.”

As mentioned in the invitation, the culinary star of the event was the shad. Planked shad wasn’t just a meal—it was a festive performance. Shad is a bony fish native to the Delaware, and the planking method of preparing it by nailing the fish to oak or hickory planks propped at a critical angle before an open fire was borrowed from Native American traditions and perfected by Philadelphia chefs. At a shad bake, the fish was never removed from the board. The plank was carried directly to long wooden tables and set on a trivet. Eating “off the wood” was part of the rustic, fraternal charm, yet it was often heard at these events that the plank was better eating than the fish.

The references to quoits are not unexpected since, at the time, quoits were very popular. Similar to horseshoes, but played with heavy metal rings, it required great precision. What typically followed quoits would most likely be a tug-of-war, sack races, and what was known at the time as “fat man races.” These were field day staples of the period.

John closes the invitation with detailed instructions on how to get to Essington via car, P&W, B&O, and trolley. Reading the letter today, John makes a convincing case that it was easier and faster to get to Essington in 1915 than now.

Who among us wouldn’t want to take off our detachable collars, don our straw boater, and hop on the P&W for an

Charles J. Mahoney billhead addressed to John Dettra, May 1915.

afternoon of quoit tossing and wash downs that likely included schooners of Adam Scheidt’s Valley Forge Lager. Under the direction of Kegmeister Dettra, it must have been a good time. Unfortunately, not all skies were blue or seas calm in May 1915. By strange and sad coincidence, on the same day Mr. Dettra sent his invitation, the RMS Lusitania was torpedoed by Germany and sunk off the coast of Ireland with the loss of 1,200 lives. So much for happy days.

Another surprising find in the archives is the many song sheets—some dating as far back as 1885. The song sheets harken back to a time when group singing was de rigueur at professional and club outings. The songs on the sheets are popular melodies of the day, traditional folk tunes, and specially written parodies. Those of us who attended summer camp or were Boy or Girl Scouts would know many of these songs and would be surprised to learn they were once a regular part of Association events.

One surviving song sheet was specially prepared for a banquet—held at Atlantic City’s Hotel Traymore on October 25, 1902—honoring Judge James Boyd’s 60th anniversary as a member of the Bar (amazingly, he was admitted in 1842!). The song sheet includes such show stoppers as “Landlord Fill the Flowing Bowl,” a traditional English drinking song with such solid lyrics as:

“The man that drinks good whiskey punch, and goes to bed right mellow, lives as he ought to live, and dies a jolly fellow.”

continued on next page >

LOBSTER CUTLETS AND POTAGE JENNY LIND: A LOOK BACK IN TIME THROUGH OUR ASSOCIATION’S ARCHIVES, PART 2

continued from page 22

Also on the song sheet is a parody of the still familiar “Viva la Compagnie” and the all-time favorite “BINGO.”

Imagining Judge Boyd’s banquet conjures up the image of a room filled with our 1902 brethren, all looking at best like William McKinley or worse, Grover Cleveland, singing songs calculated to leave a fiveyear-old in giggles. I’m curious as to why this tradition was abandoned, as an updated song sheet with the words to “When You’re Happy and You Know It,” coupled with the cry “Everybody sing,” would certainly add a fun element and a real chance for members to show their stuff at meetings and events.

Along with the meal, entertainment like bands, singers, and vaudeville acts was a required part of any successful event. Of all the performers hired to provide entertainment during the World War I era, Charles J. Mahoney, a well-regarded Black orchestra leader of the day, was the Association’s preferred music man. We know this because Mr. Mahoney’s stationery is well-represented in the Association’s files. Letterheads and billheads of the period are remarkable graphic tours de force, and Mr. Mahoney’s are especially notable and worthy of examination.

While modern design trends have largely moved towards minimalism, the principles of clear communication, strong branding, and an appreciation for craftsmanship are all hallmarks of typical letterheads of the late 19th and early 20th centuries. They serve as a powerful reminder that design is more than just decoration—it is a fundamental tool for communication, promotion, and identity—and Mr. Mahoney’s stationery is a case in point.

Appearing on Mahoney’s billhead is his photograph, showing the impressive maestro looking fit and fine in a superbly tailored three-piece suit. His expansive chest is adorned with a gold watch and chain, but it is his broad, friendly mien that draws your attention. The billhead, addressed to our old friend John Dettra for the Essington outing on May 27, 1915, provides much more than a statement of account. You get everything you need to know, including his remarkable repertoire of dances; the variety and talent of the musicians; and the aforementioned photograph of Mr. Mahoney above a listing of some of Philadelphia’s finest hotels, clubs, and other high-class venues that enjoyed Mr. Mahoney’s entertainments.

Today, we are sensitive to the complex, contradictory dynamic that existed in the United States regarding the engagement of Black entertainers by white society during the Jim Crow era. I found it thought-provoking that the Association routinely engaged Black entertainers at a time when segregation and discrimination were deeply entrenched. To understand this phenomenon (which is not the subject of this article but is certainly worthy of one), it is clear that the emergence of new musical forms, particularly ragtime and early jazz, was a powerful driver of this trend. Was our Association eager to incorporate these new fashionable sounds into its programs? Were they hip, or simply driven by the legacy of minstrelsy? We can guess, but we will never know. I’d like to believe that the Association hired Mr. Mahoney because they wanted the best, and the best was Mahoney.

I tried to learn more about Mr. Mahoney. There was no mention of him in the archives of the Inquirer, Bulletin, or Public Ledger. However, he was the frequent subject of stories in the Philadelphia Tribune. According to the Tribune, he was an established musician, a piano maker, and a prominent leader in the established Black community in South Philadelphia. The Tribune articles describe him as the “Dean of Dinner, Dance and Banquet Entertainment of Philadelphia” who “has met and known personally the biggest millionaires in the Eastern States.”

When he died in 1936, the headline in the Tribune described him as a noted “clubman” and that among his survivors was his son-in-law, the well-known and accomplished organist, composer, civic leader, and music educator, Dr. W. Franklin Hoxter. I would appreciate hearing from anyone reading this article who can provide me with more information about Mr. Mahoney. His intriguing stationery and his relationship with our Association should pique anyone’s curiosity.

Mr. Mahoney’s invoice—like much of the archival material—was produced in the course of day-to-day affairs to be used and then discarded. Owing to good fortune, these scraps of paper survive to reveal things we might otherwise not have known or thought about.

2025 Women in the Law Networking Event

As much as these ephemeral items show that those who came before us looked to the Bar Association for the advancement of the profession, they also capture a pervasive sense of fun and friendship and the importance of having a good time. May we all follow this example.

UPDATES & INSIGHTS

SUBURBAN COUNTY BAR ASSOCIATION SKI DAY & APRÈS SKI HAPPY HOUR RECAP

By Robert Sebia, Esq.

On Friday, February 6, 2026, members of the Montgomery Bar Association (MBA) gathered with legal professionals from the Bucks, Chester, and Delaware County Bar Associations for a memorable Ski Day at Blue Mountain. The annual winter outing, hosted by the Montgomery Bar Association Young Lawyers Section, brought together attorneys, judges, legal staff, vendors, and family for a day of fun, fellowship, and professional connection on the slopes.

From early morning lift lines to mid-afternoon runs down crisp, snowcovered trails, participants of all experience levels enjoyed the winter weather and camaraderie. While the cold temperatures kept the slopes from getting crowded, seasoned skiers and first timers alike shared laughs, offered tips, and cheered on newcomers as everyone embraced the spirit of adventure that makes this event a highlight of the MBA’s social calendar. The lively atmosphere underscored the joy of stepping away from everyday routines to connect with colleagues in an active yet relaxed setting.

Midday, attendees took a break from the slopes and were treated to a delicious, sponsored lunch, providing the perfect opportunity to warm up and recharge before heading back out to the slopes for some more runs and even a few flurries.

After a rewarding day on the mountain, attendees gathered fireside for the Après Ski Happy Hour at Blue Mountain’s Slopeside Pub & Grill, where they were treated to refreshments and light fare thanks to our generous sponsors. Stories from the day—from memorable wipeouts to scenic ridge views—were shared, while new connections were forged over these shared experiences. This reception not only capped off a great day but also reinforced the sense of community that defines the Montgomery Bar Association and its neighboring bar associations throughout the region.

The Young Lawyers Section extends heartfelt thanks to our generous sponsors who helped make the event possible: LexisNexis, Pathfinders IT, CNECT Legal, How to Manage a Small Law Firm, Nebula Legal, All State Investigations, and OurFamilyWizard. Their support ensured an exceptional experience for attendees and reflected their commitment to fostering professional engagement and community building within the legal profession.

Ski Day 2026 once again proved to be a wonderful opportunity to blend recreation with collegial connection. We’re already looking forward to next year’s event—more slopes, shared laughter, and new memories with friends and colleagues in the legal community.

Every January, the hallways of Montgomery County courtrooms come alive with the voices of the next generation of legal minds. High school students—nervous and poised in equal measure—step up to counsel tables and deliver opening statements, examine witnesses, and argue objections—all in the spirit of the Pennsylvania Bar Association High School Mock Trial Competition. This beloved annual tradition, organized by the Young Lawyers Section (YLS) of the Montgomery Bar Association (MBA) for the district and regional rounds, has long served as one of the bar’s most meaningful contributions to civic education in our community. And this year, it reached a significant new milestone.

On January 19, 2026—Martin Luther King, Jr. Day—YLS hosted mock trial rounds for the very first time on the federal holiday. The decision to hold competition rounds on MLK Day was both practical and deeply fitting. Dr. King’s life and legacy were defined by a belief in equal justice, the rule of law, and the power of civic participation. What better way to honor that legacy than by filling courtrooms with young people learning firsthand how the justice system works—and why it matters?

The inaugural MLK Day rounds were a resounding success. A total of 22 mock trial rounds were held throughout the day, allowing each

A DAY ON, NOT OFF: MOCK TRIAL LAUNCHES ON MLK DAY

By Ashley Garland, Esq. Chair, Young Lawyers Section

of the competition’s 22 participating teams to compete twice—once as the plaintiff and once as the defense. The day ran smoothly, with teams, coaches, and volunteers all rising to the occasion. For the students involved, it was a full day of advocacy, strategy, and growth.

Beyond the significance of the day itself, the MLK Day format delivered a major operational benefit for the competition. In prior years, the preliminary rounds had been spread across four separate evenings—a logistical challenge for student competitors, their families, coaches, and the many volunteers needed each night. By consolidating the preliminary rounds into a single full day, YLS eliminated the four evening sessions—streamlining the competition calendar and reducing the burden on everyone involved. It is a format change we hope to build on in the years ahead, and a special thanks to David Trevaskis, former Pro Bono Coordinator from the PBA and

MBA Bar Leader, for his excellent idea to consolidate the preliminary rounds into a single day.

None of this would have been possible without the extraordinary generosity of the legal community. YLS extends its deepest gratitude to the judges who volunteered their time to preside over the mock trial rounds. Their willingness to give up a holiday to serve as presiding officers—providing students with an authentic courtroom experience— speaks volumes about the character of this bar. We are equally grateful to the many volunteers who stepped forward to serve as jurors, bringing realism and energy to every round. The students benefit immensely from the presence of engaged participants who take the experience seriously.

The Montgomery County High School Mock Trial Competition remains one of YLS’s proudest ongoing commitments. It connects our profession to the community we serve, inspires the next generation of lawyers and engaged citizens, and reinforces the values that drew many of us to the law in the first place. This year, by launching the competition on Martin Luther King, Jr. Day, we added a new layer of purpose to an already meaningful program. We are grateful to everyone who made it possible— and we look forward to seeing what these remarkable young advocates do next.

MONTGOMERY COUNTY WELCOMES THREE NEW JUDGES

continued from page 25

The Honorable Raymond McGarry

Judge McGarry’s personal journey to the Bench has undoubtedly been shaped by pivotal events that occurred in both his personal life and professional career—the latter spanning over 36 years—which have indoctrinated in him a strong sense of empathy and desire to achieve justice for all.

Judge McGarry began his legal career in 1989 at Fox Rothschild before transitioning to Buchanan Ingersoll & Rooney PC in 1991, where he primarily practiced commercial litigation and employment litigation and remained until 2005.

Shortly after the passing of his wife, with whom he shared three young daughters, Judge McGarry formed a boutique commercial litigation practice, where he remained until December 2025. Judge McGarry also served as the Montgomery County Solicitor from 2012 to 2017, a role that allowed him to engage in more public-facing work than his private practice and provided him with a fresh perspective on the significance of community service in his role as counsel.

Through the lens of personal loss and regrowth, Judge McGarry came to understand that when “you meet someone on the street or in a courtroom as a judge, you can’t tell what their story or background is. It’s important that when you walk into a courtroom, you want a judge who is going to have an open mind, that is prepared, makes sure they take time to understand your case and the law in your case, and has empathy for people in their courtroom.”

Judge McGarry further recognizes that when litigants come before him, it is generally due to turmoil and a stressful period in their lives. He believes that “the best we can do as judges is to make sure [they] feel heard.” As to his conception of justice and what he hopes to achieve on the bench, Judge McGarry vows to treat everyone—attorneys, staff, litigants—with respect and provide them with due time and opportunity to plead their case. He stresses the significance of ensuring that “one of the most important days of their life is given due justice.”

The Honorable Mary C. Pugh

Judge Pugh, a long-standing member (and former 2018 President!) of the Montgomery Bar Association, steps into her new judiciary role with an impressive wealth of professional experience advocating for vulnerable populations. Throughout her decades-long legal career, Judge Pugh has had the unique opportunity of serving in the private sector—handling medical malpractice and products liability cases—and representing clients on both the county, federal, and appellate levels.

However, it was perhaps Judge Pugh’s passion and commitment towards championing and speaking for oftentimes the most voiceless members of our community—children—and significant involvement with the Montgomery Child Advocacy Project (MCAP), that truly provided her with a fresh perspective on the law and how it impacts everyday life. In her role with MCAP, where she served as executive director for 18 years, Judge Pugh recognized the importance for litigants to understand the processes, the laws, and their rationales. As an advocate, she learned that by helping children and families navigate the legal system, they were more likely to understand and accept the outcomes. In her new role, Judge Pugh notes, “I can use this extensive experience and pay it forward by being a meaningful decision-maker and making an impact.”

As to her personal journey to taking the Bench, a crucial point for Judge Pugh in her career occurred about eight years ago when a young, observant child client relayed to her that she would make a great judge. The child wisely remarked that Judge Pugh both “listens and teaches,” which are hallmark characteristics of how Judge Pugh effectively administers justice in her courtroom. “In the judiciary, we have the responsibility [of] be[ing] a model of civility and show[ing] respect for everyone,” as well as the “responsibility of helping people solve problems. Dignity, respect, treating everyone equally begins and ends with the judiciary.”

Judge Pugh is thrilled to join the Judges on the Court of Common Pleas. She is deeply grateful to her husband, Bill, and her daughters and their families for their tireless support in helping make this dream a reality.

CIVICS EDUCATION ACROSS THE COMMONWEALTH AND THIS NATION

By Philip Press, Esq., Co-Chair, Liberty & the Law Committee

Across the Commonwealth and this nation, educators, community leaders, lawyers, and judges continue to seek meaningful ways to strengthen civic knowledge and education among the public.

The Montgomery Bar Association (MBA) has found meaningful ways to engage in civic conversations with the community. In 2025, under the direction of President Judge Carolyn T. Carluccio and Immediate Past President of the MBA Seth D. Wilson, a civics outreach program for adults was launched through local colleges and universities and community groups. In the last year alone, members of the Montgomery County Judiciary and the MBA leadership have done presentations at Montgomery County Community College, Gwynedd Mercy University, Penn State University at Abington, Manor College, and the North Penn Mosque. The goal is to present to every college and university in Montgomery County over the next couple of years!

In addition, another proven model exists: “Liberty and the Law,” a hands-on civics initiative that pairs a Montgomery County judge and a practicing attorney to teach American civics courses once per month in the local public middle schools throughout the Norristown Area School District. Suspended during the COVID-19 pandemic, the program is now poised for revival—and its return could not be timelier.

This much-needed revival continues the vision and leadership of President Judge Carolyn Carluccio and now MBA President Colin O’Boyle. By declaring civics education as a priority in this semiquincentennial anniversary of our nation’s founding, President Judge Carluccio and MBA President O’Boyle have directed the Bar Association to resume “Liberty and the Law” as soon as is practicable.

“Liberty and the Law” became a model civics education initiative. Each month, a judge and a lawyer stepped out of the courtroom and into the classroom. Together, they translated constitutional principles into real-world lessons, explained how courts function, described individual

THE MONTGOMERY BAR ASSOCIATION MOURNS THE PASSING OF THE INCOMPARABLE JUSTICE SANDRA ‘SANDY’ SCHULTZ NEWMAN

By Denise Vicario, Esq. Executive Director, Montgomery Bar Association

Madame Justice Sandra ‘Sandy’ Schultz Newman, a longtime member of the Montgomery Bar Association (MBA) and the first woman to serve on the Pennsylvania Supreme Court, passed away on February 2, 2026. She was known as a trailblazing jurist and a key figure in Pennsylvania’s legal community.

Justice Newman was born in South Philadelphia and grew up in Wynnefield. She was married to Dr. Julius Newman, a cosmetic surgeon, and they had two sons. She graduated from Wynnfield High School, Drexel University, and Villanova University School of Law (now the Villanova University Charles Widger School of Law).

Her wonderful brother, Mark Schultz, who was President of the MBA in 2000, shared: “Most people at the bar thought of my sister as a highly skilled lawyer and distinguished Supreme Court Justice. Most of them don’t know that her biggest priority was her family and friends. She was a fabulous mother, sister, grandmother, and aunt, and would drop anything if someone she loved needed her. In the time since her passing, I have heard from many friends who spoke of the personal and professional counsel, encouragement, and friendship she generously gave them.”

Before joining the Pennsylvania Supreme Court, Justice Newman broke new ground as the first female assistant district attorney in Montgomery County. She spent many years in private practice, where she became a role model for others. In the 1980s, she focused on criminal and family law, handling many divorce and custody cases. Justice Newman was elected to the Commonwealth Court of Pennsylvania in November 1993 and then to the Pennsylvania Supreme Court in 1995. She was re-elected for a second 10-year term in 2005 but retired in 2006 because of the mandatory retirement age.

While serving on the Pennsylvania Supreme Court, Justice Newman led the Judicial Council Committee on Judicial Safety and Preparedness. She also acted as the court’s liaison to the Common Pleas Court and Municipal Court in Philadelphia. She decided hundreds of cases and wrote opinions in important cases, including those on school funding, clergy privilege, and the John E. du Pont murder case.

After leaving the Pennsylvania Supreme Court, Justice Newman returned to private practice in 2006, focusing on alternative dispute resolution. She was dedicated to serving the community. That same year, she helped found what is now the Drexel University Thomas R. Kline School of Law and served as a trustee for Drexel’s College of Medicine. She was the board president and chaired several committees. Justice Newman was active in the National Association of Women Justices, the Juvenile Law Center, the American Law Institute, and other groups. She also taught law at Widener University Delaware Law School.

ALL RISE, in our minds at least one more time, in memory and honor of the late Honorable Sandra Schultz Newman, the trail-blazing Justice of the Pennsylvania Supreme Court, and member of the Bar of our Court and the Montgomery Bar Association. As Marc Steinberg, MBA, Past President, reminds us, she elegantly graced us with her charm, humor, and wit. She represented the very best of the lawyers and judges of Montgomery County. She was a fierce advocate for women’s rights, her clients, her friends, and especially, her family. Always approachable, Sandy held court after her retirement in her home in Gladwyne for those of us who visited, regaling us with memories and stories of many of our members and friends. She will always be remembered with a smile. May her memory be a blessing!

SCENES OF THE BAR

WORDS FROM OUR PARTNERS

MCAP HAPPENINGS

By William L. Baldwin, Esq., MCAP CEO

MCAP is planning for a busy 2026, as we continue to provide legal representation to the abused and neglected children of Montgomery County. We look forward to maintaining our ongoing engagement with the members of the legal community and the public to raise awareness of our important mission.

On Tuesday, February 17, 2026, the Children and Law Committee of the Montgomery Bar Association (co-chaired by MCAP’s Sharon Jones Hofer, Esquire) welcomed the Hon. Henry S. Hilles, III, the Hon. A. Nicole Tate-Wilborn, and the Honorable Wendy DemchickAlloy, who provided 25 attendees with an overview of Family Dependency Treatment Court. This was a great opportunity for all attorneys practicing in Dependency to gain insight about this new program and the benefits to the families if a parent or parents are struggling with substance abuse. The CLE program was a great success.

Our Board of Directors met in February and began planning a variety of exciting events for the year.

Wear Blue on the Steps: Stand Against Child Abuse

Thursday, April 2, 2026 | 11:45 a.m.

Montgomery County Courthouse Steps

MCAP hosted its annual “Wear Blue on the Steps” at the Montgomery County Courthouse, where participants, wearing blue, stood together on the Courthouse steps to send the message that our county stands united against child abuse.

Heroes on the Run 5K/1-Mile Fun Walk

Saturday, May 2, 2026 | 7:00 a.m.

Check-in & 9:00 a.m. Start

Norristown Farm Park

Come spend a morning at the historic Norristown Farm Park, followed by family-friendly fun with breakfast, face painting, giveaways, music, and more! All proceeds benefit MCAP’s mission to serve the vulnerable children of Montgomery County.

Wild About MCAP: Family Fun Night at the Zoo

Wednesday, June 3, 2026 | 5:00 – 7:00 p.m.

The Elmwood Park Zoo

Join MCAP for an exclusive after-hours evening at the Elmwood Park Zoo filled with fun for all ages! Enjoy amazing animal exhibits from around the world, including bison, red pandas, jaguars, giraffes, and zebras, plus playground access, carousel rides, face painting, and hand feeding the giraffes (weather permitting). All tickets include dinner from three food stations, ice cream, and treats. Support a powerful cause while making unforgettable family memories.

MCAP Gala: An Evening of Impact

Friday, September 18, 2026 | 7:00 – 10:00 p.m.

John James Audubon Center at Mill Grove

We invite you to join us at the John James Audubon Center at Mill Grove in honoring the Montgomery Bar Association and the Montgomery Bar Foundation for all that they have done to support MCAP and its mission over the years.

For more information about any of these events, please visit our website at www.mcapkids.org.

We are incredibly thankful to the members of the legal community for all that you have done to support MCAP. We hope to see you at one or more of our upcoming events and remain grateful for the continued support of the people of Montgomery County.

ANNOUNCING LASP’S NEW MONTGOMERY COUNTY PRO BONO COORDINATOR

By Marion Hoffman Fraley, Communications Director, Legal Aid of Southeastern PA

Victoria “Tori” LeCates, Legal Aid of Southeastern PA (LASP) Staff Attorney, is the newly named Montgomery County Pro Bono Coordinator. She will continue her practice in addition to assuming the pro bono role. Victoria is based in the Norristown Office.

Melina Dixon, who served as pro bono coordinator for almost two years, guided Victoria through the transition in January 2026 and will continue in her role as LASP Staff Attorney.

At LASP, Victoria represents parents in juvenile dependency and family law proceedings. Victoria brings her prior experience as a private practitioner to the pro bono role. She started her career as a Litigation Associate at Holland & Knight, LLP in Philadelphia, and practiced family law in Jenkintown before joining LASP on April 30, 2024.

“I am excited to take on this new responsibility at LASP,” Victoria said. “I look forward to working with the Montgomery Bar Association and our dedicated pro bono volunteers to support programs that provide muchneeded legal service to LASP clients.”

Victoria can be reached at vlecates@lasp.org.

To learn more about pro bono opportunities with LASP, please contact Victoria or visit lasp.org/pro-bono.

For many mid-sized employers, one of the most overlooked challenges in their benefits strategy is also one of the costliest: employees simply don’t understand their benefits. Studies consistently show that fewer than 40% of employees feel confident selecting or using their health plan. For smaller and mid-sized organizations where every dollar of premium matters, benefits confusion can directly translate into higher claims, lower engagement, and diminished ROI.

The root problem is not a lack of benefits options, but a lack of clarity. Employees are overwhelmed by insurance jargon, complex plan structures, and enrollment materials that feel more like legal documents than decision-making tools. As a result, many default to the same plan every year without evaluating alternatives that might save them— and the company—money.

WHY EMPLOYEES DON’T UNDERSTAND THEIR BENEFITS…AND HOW EMPLOYERS CAN FIX IT

The path forward starts with implication and education. Mid-sized employers can make a significant impact by redesigning communication around how people actually learn. This includes using plain-language explanations, visual comparisons, and short videos that break down key concepts like deductibles, HSAs, outof-pocket maximums, and provider networks. Digital decision-support tools can help employees model costs in real time, so they can see the financial impact of their choices—not just read about it.

Equally important is year-round communication. Benefits literacy shouldn’t be a once-a-year event. Quarterly micro-topics, such as preventive care reminders, urgent care vs. ER guidance, and HSA contributions strategies, keep employees engaged and avoid costly misuse of the plan.

Finally, personalized guidance can make a measurable difference. Offering short “benefits coaching sessions” during open enrollment or making HR and brokers available for talk-throughs help employees feel supported, not overwhelmed.

When employees understand their benefits, they make smarter healthcare decisions, help control claim costs, and feel more valued. For mid-sized employers, improving benefits literacy is one of the most effective and low-cost ways to strengthen retention, culture, and financial performance.

The Montgomery Bar Association offers its members access to My Benefit Advisor as a solution for employee benefits, including voluntary offerings. For more information about My Benefit Advisor, visit our website at montba.mybenefitadvisor.com or contact Ray Keough at (610) 684-6932.

Phillip Margolin has been writing bestsellers for 30 years. Published in 2024, an Insignificant Case is an excellent legal thriller.

The novel revolves around Charlie Webb, who was a “C” student in the only law school he could get into. At the beginning of the novel, Charlie does not consider himself to be a very good lawyer. He could not find a job upon graduation, so he opened his own criminal law practice. Most of his clients are defendants in courtappointed cases and unsavory people he associated with when he was younger.

BOOK REVIEW AN INSIGNIFICANT CASE: A THRILLER BY PHILLIP MARGOLIN

Reviewed by Jules Mermelstein, Esq., author of Justice, Justice Shall You Pursue

We see Charlie argue a suppression motion at the beginning of the novel. Three officers were involved in the search of Charlie’s client’s automobile. One of the officers was a rookie. At the hearing on the motion, the experienced prosecutor calls as witnesses the two experienced officers. Both officers claimed that the search was an inventory search, which does not need probable cause.

Charlie calls the rookie as a witness and gets him to admit that he was directed to find drugs that one of the officers suspected were hidden in the vehicle. When the rookie found the drugs, Charlie’s client was charged with possession. Immediately, the reader can see that Charlie is a better attorney than he gives himself credit for. The suppression hearing introduces us to Charlie as we head into the meat of the novel.

Unlike most legal thrillers, there are two main cases in this novel.

The first is seemingly “an insignificant case.” A sometime card shark and burglar—and apparently a full-time painter—is convinced he is the reincarnation of a painter who lived during the Renaissance. He is accused of stealing back a painting from a restaurant owner he had sold it to because he didn’t like that she hung it in a private area instead of the dining room. However, that’s not all he took. The painting had been hung covering a wall safe, so he decided to see what was in the safe. He left the cash and papers that were there, but he took a thumb drive because he thought if the drive was so important that the restaurant owner put it in her safe, he could negotiate to give back the painting and the drive in exchange for her promise to hang his painting in the dining room.

As you can imagine, the contents of the thumb drive are crucial and lead to a very significant case. I will not divulge any more of the plot, except to say that the reader is left guessing as to everyone’s motives until the end. The author creates very interesting and well-defined characters.

Phillip Margolin was an accomplished attorney before turning to writing. He has appeared before the US Supreme Court and was also the first attorney to use a battered woman defense in the state of Oregon.

I highly recommend this enjoyable read, and I will certainly be reading more of Mr. Margolin’s novels.

My mom and I often joke that you can find anything on Bethlehem Pike—options for stores and restaurants seem to be endless. Something I recently came across was Red Cedar Grille, located at 249 Bethlehem Pike in Colmar, just past the ever-convenient Produce Junction. A hidden gem indeed, Red Cedar has occupied its spot on Bethlehem Pike for 14 years, and judging by the flavor-packed food, it won’t be going anywhere any time soon.

My first appreciation was for the parking lot. If you know me, you know I truly dislike hunting for parking when I’m hungry. Granted, I dislike most things when I am hungry. That is not something to worry about when visiting Red Cedar, as they have a large parking lot with plenty of spots for patrons. The building welcomes you through large doors reminiscent of a speakeasy—hiding inside is a beautiful and refreshing atmosphere. The restaurant is bathed in soft lights and has strategically placed tables enabling you to see the whole restaurant while still feeling like you are having an intimate dinner with your guest. The large bar extends along the length of the right wall and boasts a beautiful and elegant wooden bar top. I tried the Cedartini—their play on a sweet martini—and was pleasantly surprised. Good job, Mr. Bartender!

As we walked in, we were welcomed by the owner, mop in hand. And this was my second appreciation

RESTAURANT REVIEW RED CEDAR GRILLE

By Jessica Chapman, Esq.

of many more. I have deep respect for involved business owners who are unafraid to get their hands dirty, caring for their business. Our server was also friendly, attentive, and extremely helpful. He happily answered questions about the menu and made recommendations, which were always on point. Red Cedar is proud to have a scratch kitchen, using all fresh ingredients and making everything from scratch. It prides itself on its smoked meats, particularly the brisket and pork. The total process takes three days, and the results are undeniable.

For our appetizers, we chose the Macho Nacho, which the server warned us was a meal in itself because of its size. The owner does not believe in small portions, he joked. The size of these nachos, however, was no joke! We also tried the Brisket Sliders. The brisket was excellent, striking the perfect balance between smoky, tender, and juicy. It was tossed in their homemade barbecue sauce (note to self—ask if they sell this stuff!) and topped with their homemade cheese sauce. Both appetizers were absolutely delicious! For our entrees, we chose the Chicken Risotto and the Southwest Burger. The burger was everything you look for in a burger—juicy and flavorful—but the showstopper was, without a doubt, the Chicken Risotto. The server noted that it was once a special but was so popular it became an everyday staple. The risotto is perfectly creamy, layered with crispy, tender chicken, and garnished

with fresh spinach, tomatoes, and parmesan cheese. The portions, again, generous and satisfying. As I boxed our leftovers, I made a firm decision to skip dessert. I truly had no space. Naturally, when the server came over and told me one of their desserts was peanut butter pie, I said yes before he finished his sentence. Once again, the portion was massive, and I ended up taking half home—something I was thankful for because I was happy to have the rest of it the following day.

Red Cedar also has a spacious room in the back, which you can rent for small events. It fits from 40 to 60 guests, and the restaurant will make it easy for you, helping with a mouth-watering menu and a dinner experience that will leave your guests raving! Red Cedar is active on Facebook, and you can see pictures of the room and the events they host.

Red Cedar has Jessica’s official stamp of approval, and I highly recommend you venture over to try them out. If you go on a Monday, you get $5 Macho Nachos. Win-win!

President James A. Garfield, shot by an assassin, Charles J. Guiteau, just four months after taking office, has become little more than a footnote in most United States history textbooks. Against all odds, however, Netflix has breathed new life into the life and story of the last of the so-called “log cabin” presidents with its recent historical drama miniseries Death by Lightning.

Death by Lightning offers a starstudded cast for a niche historical drama. Michael Shannon plays President James Garfield, while Nick Offerman (Parks and Recreation) acts as the boisterous Vice President (later President) Chester A. Arthur. Matthew Macfadyen (HBO’s Succession) puts on a fantastic performance as the deranged Guiteau. The miniseries follows James Garfield from his unexpected—and perhaps unwilling—nomination at the Republican National Convention to the time of his death due to an infection caused by improper medical treatment of his bullet wound.

The miniseries is excellently filmed and paced. Impressive costume and set design transport the viewer to late nineteenth century Chicago for the Republican National Convention, to the White House, the Capitol, and beyond. Even casual fans of history can appreciate the attention to detail in the miniseries and a narrative that does not get bogged down in minutiae.

While primarily a historical/political drama, many of the major players of the miniseries, including President James Garfield, Vice President Chester Arthur, and Guiteau, were lawyers. Although the miniseries does not explore the practice of law in a traditional sense, its subject matter and themes offer lessons that can be utilized today or—at the

MOVIE REVIEW DEATH BY LIGHTNING: LIMITED SERIES REVIEW

By Matthew P. Lynn, Esq.

very least—warrant some reflection.

The Power of Compromise

Lawyers are known to be stubborn—perhaps that is especially so when they are politicians. The beginning of the miniseries depicts the deadlock at the 1880 Republican National Convention, when the party was split by factions favoring Ulysses S. Grant and James G. Blaine, respectively. Originally, James Garfield appeared at the Convention to nominate John Sherman; however, after giving an impressive speech, the delegates turned to Garfield himself as a compromise candidate.

Garfield initially balked at the votes cast for him but eventually accepted the nomination. His unlikely first step towards the presidency highlights an important historical lesson that can still pay dividends today—compromise and creativity can lead to unexpected and favorable results.

Far too often, parties become entrenched in their positions and believe that compromise is unattainable or, if attainable, not at the present time. Nonetheless, history tells us that this isn’t so. If the Congressman from Ohio can go to the Convention seeking only to nominate another and walk away with the nomination himself, anything can happen. All it takes is looking outside the binary options that are presented by either side and working towards a creative compromise.

The Lawyer/Politician as the Powerbroker

Another major theme of the miniseries is President Garfield’s fight against the late nineteenth century power brokers, specifically one Roscoe

Conkling. Throughout his unfortunately short presidency, Garfield worked to fulfill his campaign promises and dismantle the patronage systems in place throughout government and reform civil service. In so doing, he faced opposition from the faction of his own party that controlled and benefited from such systems.

While we are no longer living in the age of the traditional power broker, Garfield’s crusade reminds us that lawyers and, specifically, lawyer politicians, still hold power and sway over the government and country as a whole. It is worth considering how the role of the power broker has changed shape and/or developed into something new in the current era. All lawyers are given a license to practice law by the state and imbued with a sense of credibility. This power has been abused in the past—as a selfregulating profession, it behooves us all to know our history.

The Law and Insanity

One of the few missed opportunities in the miniseries was a deeper exploration of the trial and conviction of Guiteau. Guiteau was represented by his brother-in-law and pleaded not guilty by reason of insanity. The reallife story of the trial is interesting and worthy of a courtroom drama in and of itself. As it stands, it is an excellent starting point for further reading after the miniseries.

Overall, Death by Lightning is an excellent miniseries that even those who are not typically interested in history can appreciate. For amateur historians of the era, it is an excellent period piece and a fairly accurate representation of events. It is now streaming on Netflix.

WIRETAPS Member News

Chief Judge Michael A. Chagares of the United States Court of Appeals for the Third Circuit announced that Senior Circuit Judge Anthony J. Scirica will be the inaugural recipient of an award named in his honor to recognize exemplary judicial service in the Third Judicial Circuit. Chief Judge Chagares will present the “Honorable Anthony J. Scirica Judicial Service Award” to Judge Scirica at a dinner meeting attended by judges and lawyers on May 6, 2026, at the Hershey Lodge in Hershey, Pennsylvania.

Ned Hark, Esquire, a partner of the Law Firm of Goldsmith, Hark & Hornak, P.C. in Philadelphia, was recently appointed Vice-Chair of the Supreme Court of Pennsylvania Domestic Relations Procedural Rules Committee.

Laurie Jubelirer has started a podcast, Voices of the System. The podcast delves into the criminal justice system, spotlighting real stories of individuals who have faced its harsh realities and of professionals who are actively working to create a more just system. The goal is to shed light on the humanity too often lost within the system and to contribute to a more equitable and compassionate future.

Walsh Pancio is pleased to announce the promotion of Jason Edwards and Michael Lyon to Partner, effective January 2026. Both attorneys have demonstrated outstanding contributions to the firm and exceptional leadership and dedication to the firm’s clients and the broader legal community.

Wisler Pearlstein, LLP is pleased to announce that respected education attorney Allison S. Peterson has joined the firm’s Blue Bell office as a partner effective January 1, 2026.

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Wednesday, June 10, 2026, 6:00 PM Bar Leaders and Bench Dinner Speaker’s House – Trappe, PA

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Montgomery Bar Association 2026 AT A GLANCE

Mark your calendar for these key Montgomery Bar Association events!

Wednesday, August 12, 5:00 PM Get in the Loop Happy Hour Pottstown, PA

Thursday-Sunday, September 24-27, 2026 Bench Bar Conference Skytop Lodge

Thursday, October 1, 2026, 11:00 AM Ecumenical Service – Blessing of the Court George Washington Chapel, Valley Forge, PA

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