The MBA Furthers its Mission with Two New Innovative Access to Justice Programs: Helping Our Pro SEs (HOPS) and Legal Information and Network Connection Services (LINCS)
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Serving the Profession and the Community since 1885
2025 OFFICERS
Seth Wilson, Esq. – President
Colin O’Boyle, Esq. – President-Elect
Hon. Joseph Walsh – Vice President
Mary Kay Kelm, Esq. – Treasurer
Lauren Hughes, Esq. – Secretary
Lisa Shearman, Esq. – Immediate Past President
SIDEBAR COMMITTEE
Chairs
Gregory Gilston, Esq.
Franqui-Ann J. Raffaele, Esq.
Jules Mermelstein, 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
Joe Schiele, Facilities
Erica Shalaway, CLE Coordinator
Sherry Sutton, Membership Coordinator
Megan Ware, Communications and Event Coordinator
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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.
IN THIS ISSUE MAGAZINE
(Hopes)
The Necessity of Timely Establishing Grounds for Divorce
MBA Furthers its Mission with Two New Innovative Access to Justice Programs: Helping Our Pro SEs (HOPS) and Legal Information and Network Connection Services (LINCS)
Seth D. Wilson, Esq. Montgomery Bar Association 2025 President
PRESIDENT’S MESSAGE
RAISING THE BAR: MORE SERVICES, MORE SUPPORT, MORE IMPACT
BUSINESS HOURS: Monday thru Friday 8:30 AM - 4:30 PM
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P.O. Box 268 Norristown, PA 19401
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“The days are long, but the years are short” seems evermore apropos the older I get. Without taking a moment to reflect, it all flies by too fast. This adage has been especially true in 2025 for our Montgomery Bar Association. Every day our MBA is jampacked with meetings, seminars, and events that serve both our members and the community. With the busy practices and lives of our members, there is little time to stop and acknowledge all the good work made possible by our association. But at the halfway point of what has been a truly gratifying year serving as your President, some reflection confirms that we continue to RAISE THE BAR as one of the finest bar associations in the country!
In 2025, we have offered MORE SERVICES that will provide a dual benefit to our members and the community. Our Lawyer Referral Service (LRS) continues to grow and serve as an important financial resource for our members and the MBA, while at the same time supplying the public with the benefit of an engaged, competent attorney. Our newly introduced Helping Our Pro Se litigants (HOPS) program connects participating attorneys with pro se litigants in arbitration matters. We aim to expand this program to other court matters, as the program is truly a win for our participating members, the court, and those
members of our community in need of representation.
We honored the 10-year anniversary of our Leadership Academy in June at the annual Bar Leaders Dinner. Through the incredible work of Nancy Walsh, the Leadership Academy has spawned initiatives that will impact our members and the community for years to come. One such initiative – Legal Information and Network Connection Services (LINCS) – was the brainchild of last year’s Leadership Academy. This innovative program which will reside under the auspices of the LRS will provide information to the community on how to obtain vital legal services in Montgomery County.
This year we have seen MORE SUPPORT from so many leaders in our association. I have been amazed at the participation of our Board of Directors. Forget quorums, our Board meetings have enjoyed almost perfect attendance which has fostered lively, impactful discussions regarding the business of our bar association and the support we can provide to our members and the community.
Our sections and committees have led the way in supporting our members in their respective practice areas. Whether through listserv exchanges or meetings, our MBA sections and committees provide our members with a forum for
MONTGOMERY BAR ASSOCIATION
PRESIDENT’S MESSAGE continued from page 5
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practice improvement and growth. I recently attended a meeting of our Immigration Committee where, amidst a groundswell of change in 2025, the committee has banded together to discuss their shared experiences, collaborate on changes to the law, and share practice tips to elevate the representation each can provide to their clients. Our sections and committees have also led the way in hosting more than 30 CLEs this year.
All of the collective efforts of our members and our wonderful MBA staff have led to MORE IMPACT for our members and the community with regard to civic engagement. For this year’s Law Day observance, all attorneys who were present joined together to take (or retake) the Attorney’s Oath in Courtroom A. As was pointed out in the Law Day message disseminated to our membership, actions speak louder than words. Rather than focus on statements, our MBA continues to walk the walk. We have created adult civics education programs at local universities and community centers. We have hosted a high-school mock trial competition, facilitated courthouse visits for area schools, and supported efforts of our federal bench to increase juror participation.
Our public education efforts remain our best tool to combat concerning attacks on our judiciary and our profession. Just this year, a Magisterial District Judge in Montgomery County was the subject of death threats. Attacks like these are unacceptable, but so often emanate from public ignorance of the role of the courts, the independence of judges, and an understanding of our state and federal constitutions. Our MBA’s fostering of civic engagement in our Montgomery County community allows us to give back in a meaningful, proactive manner that benefits our community.
Thank you for your participation in our MBA. Without your continued involvement, we cannot continue to provide the support and services that are so important to our members and the community. Please continue to join us at our events and in support of our initiatives. Together we are making a difference in our community and raising the bar for our organization. All the best to you in the second half of 2025!
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EDITION #2: USING AI TO SUPERCHARGE LAW FIRM MARKETING
By Gregory Gilston, Esq.
In today’s rapidly evolving legal landscape, artificial intelligence (AI) tools are revolutionizing how law firms approach marketing. By assisting in content creation, these tools can help firms enhance their online presence and attract potential clients more effectively. However, leveraging AI for marketing requires careful consideration of prompt specificity and data privacy.
AI tools can assist law firms in various marketing tasks, including:
• Content Generation: Drafting blog posts, newsletters, and social media content that resonate with target audiences.
• SEO Optimization: Creating content that improves search engine rankings, making it easier for potential clients to find your services.
• Client Engagement: Developing informative materials that address common legal questions, establishing your firm as a trusted authority.
By automating these tasks, AI allows legal professionals to focus more on client service and case work.
The quality of AI-generated content heavily depends on the prompts provided. Detailed and specific prompts yield more accurate and relevant results. Some helpful tips for concocting detailed AI prompts include:
• Define the Objective: Clearly state what you want the AI to accomplish.
• Provide Context: Include information about your firm’s practice areas, target audience, and desired tone.
• Specify Format and Length: Indicate whether you need a blog post, social media update, or another format, and suggest an appropriate length.
Example Prompt: “Create a 500-word blog post for a family law firm in Philadelphia that discusses the benefits of mediation over litigation in divorce cases. The tone should be compassionate and informative, aimed at individuals considering divorce.”
Such a prompt provides clear guidance, resulting in content that aligns with your firm’s messaging and client needs.
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UPDATES & INSIGHTS
Let’s face it — lawyers experience a significant amount of stress. Clients, deadlines, court appearances, billable hours, and work–life balance are just some of the potential stressors we encounter throughout our careers. This stress, among other factors, can contribute to mental health concerns and illness. Recent research demonstrates just how frequently lawyers report mental health–related concerns. The 2023 ALM and Law.com Compass Mental Health Survey of the Legal Profession reported some eyeopening data. According to the survey, attorneys report an increase in mental health–related symptoms:
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MENTAL HEALTH MATTERS
By Ashley Garland, Esq., Diversity, Equity & Inclusion Committee Chair
• 71% reported anxiety (up 5% from the prior year)
• 38% reported depression (up 35% from the prior year)
• 31% reported struggling with another mental health issue (up 16% from the prior year)
• 50% reported feelings of failure or self-doubt, emotional numbness, increased cynicism, and decreased satisfaction or sense of accomplishment
• 60% reported feeling overwhelmed, irritable, exhausted, or struggling to concentrate
Despite these staggering statistics, lawyers who participated in the study often expressed fear that accessing mental health resources—particularly through employer-sponsored activities—might jeopardize their jobs, bonuses, or promotion opportunities. That is why it is increasingly important for lawyers to talk more openly
about mental health and to share resources. Here are a few ideas on how we can take care of our mental health:
• Attend a CLE on self-care, burnout, vicarious trauma, or another related topic
• Visit NAMI’s website for information and resources
• Spend time talking with a trusted supervisor, colleague, or mentor about work-related stress
• Attend an MBA Wellness Committee event or meeting
• Visit the Well-Being in Law Week website: https://lawyerwellbeing.net/well-being-week-inlaw/about/
• Visit the ABA’s Mental Health Resources page: https://www.americanbar.org/groups/lawyer_ assistance/resources/covid-19--mental-healthresources/
• Explore therapy options, such as individual or group therapy services
• Set aside or schedule time to engage in non-work–related activities you enjoy
Let’s commit to caring for our mental health every day of every month, throughout the year. This allows us to be the best versions of ourselves—for each other, our loved ones, our clients, and ourselves.
UPDATES & INSIGHTS STRANGER IN THE FAMILY TREE: The Forgotten Boarder Who Led Me to a Century-Old Scandal
While researching one branch of my family tree, I came across a curious entry in the 1940 Census. Living with my paternal grandfather and his parents was a lodger/boarder named Will Gray Beach (listed as a proprietor of an antiques shop, age 65, although he apparently earned no income whatsoever in 1939). Who was Will Gray Beach, and how did he come to live with my ancestors in 1940? Unfortunately, any of my ancestors who might have known had passed away well before I began my search. However, public records revealed a story involving a corrupt IRS agent, drugs, Chinese gangsters, valuable antiques, and a federal court in Illinois.
By Benjamin Picker, Esq.
Beach was born in 1872 near Knoxville, Tennessee. According to personnel records obtained from the National Archives, from 1899 until 1920, Beach held various positions within the U.S. Treasury Department, including “special employee,” “General Deputy Collector,” “Excess Profits Inspector,” and “Revenue Agent.” In June 1920, Beach became a narcotic agent in the Treasury Department, where he headed the “dope squad” tasked with enforcing the Harrison Narcotics Act of 1914, which regulated and taxed the production, importation, and distribution of opiates and coca products and derivatives. As a result, Beach and his team regularly raided the establishments of opium peddlers.
While working for the government, Beach was stationed in various cities, including Nashville, Atlanta, Baltimore, Boston, Pittsburgh, Philadelphia (from about 1910 to about 1922), and finally Chicago. While working in a particular city, Beach often lived long-term in local hotels. In the 1900 Census, he is listed as a boarder at the Hotel Tulane in
Nashville. For a time, he also lived in the Continental Hotel in Philadelphia (which was located at the corner of 9th and Chestnut Streets but was later demolished in 1923). Thereafter, while in Philadelphia, Beach lived in an apartment with fellow agent Alonzo Baxter near 12th and Walnut Streets.
From busting narcotics dealers, Beach had acquired a reputation as a “lecturer on the evils of drugs,” and he was also responsible for organizing and directing some of the largest drug raids. However, it appears that Beach was operating his own criminal enterprise. On August 10, 1925, on a warrant issued by Judge Adam C. Cliffe of the United States District Court for the Northern District of Illinois, sitting in Chicago, Beach was arrested by members of the Special Intelligence Unit of the Bureau of Internal Revenue (predecessor to the Internal Revenue Service) based on allegations that he provided narcotics to drug dealers in exchange for stolen merchandise. At the time, Beach was the chief of the Bureau’s Narcotic Division for the Chicago
district. Beach was arrested along with three of his trusted subordinates: Dennis O’Brien, Harry Dietrich, and Baxter. The arrests coincided with raids by revenue agents and more than one hundred police detectives on numerous “opium joints” in the Chinatown and South Side sections of Chicago after a nationwide opium ring had been uncovered by police just two weeks prior.
It was alleged that, while he was working in Philadelphia, Beach began taking bribes from drug dealers in exchange for “protection,” causing the “dope ring” in Philadelphia to flourish. Interestingly, while Beach was in Philadelphia, tips would mysteriously reach the places to be raided before the raids could occur. Not surprisingly, drug arrests immediately increased in Philadelphia after Beach was transferred to Chicago.
Lumber Co. v. United States, 251 U.S. 385 (1920), although the phrase “fruit of the poisonous tree” was not coined until Justice Felix Frankfurter did so in Nardone v. United States, 308 U.S. 338 (1939). Despite the setback, prosecutors still believed they had sufficient evidence to convict Beach of various crimes, including violations of the Harrison Act and taking bribes. On August 21, 1925, despite the warrant being quashed, the judge ordered all of the various articles found in Beach’s apartment and warehouse to be impounded.
While in custody, Beach apparently spoke of suicide and was placed on a suicide watch. He spoke of the disgrace he had brought to his family name, which was apparently respected in Tennessee. Beach was arraigned before United States Commissioner (now known as a Magistrate Judge) Henry C. Beitler and held on $5,000 bond. Beach was represented by attorneys David D. Stansbury (who was, for a time, Special Assistant Attorney General in charge of investigating election crimes) and George F. Callaghan (a Chicago criminal defense attorney known for representing the mafia, politicians, and union officials).
A search of Beach’s apartment, and those of his compatriots, uncovered a treasure trove of goods determined to have been stolen, including jewelry, radio sets, guns, and cameras. Additionally, after questioning, Beach led investigators to a warehouse where he had stored a quantity of narcotics. Beach valued his cache of goods at approximately $250,000, including a Chinese green jade vase said to be worth $5,000 ($70,000 today, adjusted for inflation) and a jade opium smoking pipe “considered one of the finest in the world.” Beach’s absurd explanation for having such items was that he had “taken them from addicts,” and he was “using them in research work in the demoralizing effects of narcotics.” Another laughable excuse provided by Beach was that he purchased the items from drug dealers “to help them along.” However, such evidence was ultimately excluded because of a faulty warrant that was later quashed by the judge, apparently because of the way the agents had obtained Beach’s keys. Notably, the doctrine of the “fruit of the poisonous tree” had been established only five years earlier in Silverthorne
On October 2, 1925, Beach was formally indicted in federal court in Chicago for violating the Harrison Act. As a result, on October 26, 1925, Beach was “removed with prejudice” from his position as a narcotic agent, although he had been understandably relieved of his duties the day he was arrested. Thereafter, on April 1, 1926, Beach and his three subordinates (two of whom came with Beach from Philadelphia to Chicago) were indicted by a federal grand jury in Chicago on thirteen additional counts, including sale and possession of narcotics, giving away narcotics, malfeasance in office, and obstruction of justice.
On May 12, 1926, at a week-long trial presided over by United States District Judge James H. Wilkerson (the same judge who presided over the Al Capone case), Beach was acquitted of all thirteen charges, even though he had admitted to giving away drugs—though not selling them. However, Mr. Baxter was convicted of conspiracy on April 23, 1926, apparently for giving away drugs, and Mr. O’Brien and Mr. Dietrich both pleaded guilty to violations of the Narcotics Act. As a result of his acquittal, all of the valuable items taken from Beach were then ordered to be returned to him.
Approximately two years after the 1940 Census that set off my quest, Beach died on March 3, 1942, at Philadelphia General Hospital at approximately age 70. It does not appear that he was ever married. He had been in the hospital for thirteen days, suffering from tongue cancer. Beach was buried on March 12, 1942, at Odd Fellows Cemetery (perhaps a fitting location for Beach), which was located at 24th and Diamond Streets in Philadelphia. The cemetery was destroyed after the property was acquired by the Philadelphia Housing Authority for construction of a housing project, and as a result, on July 9, 1951, Beach’s body was moved to Mount Peace Cemetery in Philadelphia.
THE OTHER TRAPPE FAMILY
By Mark D. Turetsky, Esq. and Peter E. Moore, Esq.
It will be called a “semi-quincentennial” but that’s just a complicated term for a 250th year anniversary. For our purposes, let’s not. In one year on July 4, 2026, we will celebrate the 250th anniversary of the American Experiment. The Montgomery Bar Association plans to mark that milestone with a series of programs and events.
The kick-off for those programs and events will be a unique CLE program curated by the Association’s Historical Committee.
The CLE program, “The Muhlenberg Family and the Birth of the Nation,” will focus on the immeasurable and at times heroic role the Muhlenberg family of Trappe, Montgomery County, played in the nation’s founding and especially the role Frederick Muhlenberg played in the establishment of the Montgomery County court system.
The program will feature two hours of CLE programming to be presented at the Muhlenberg family homestead located in Trappe. The homestead includes the original Muhlenberg home, Dewees Tavern and Frederick Muhlenberg’s home, aptly named “The Speaker’s House,” since Frederick served as the nation’s first Speaker of the
House of Representatives. The lives of brothers Peter (17461807) and Frederick (1750-1801) will be highlighted.
Both Muhlenberg brothers spent their boyhoods in the country in and around Trappe where their father was pastor of the Augustus Lutheran Church, a church which still stands majestically on Ridge Pike in Trappe Borough. Both Peter and Frederick were sent to Halle, Germany, where they were educated at the prestigious Francke Foundations, by that time, a well-established school of higher learning. The education they received in Germany was extraordinary.
At the time, Philadelphia was the second-largest English-speaking city on the planet. Only London had a larger population. Arguably, Benjamin Franklin was the equal of any of his European contemporaries. In fact, Mozart composed music for Franklin’s glass armonica. You can’t say Philly wasn’t enlightened. Still, it seems remarkable that both brothers abandoned the cosmopolitan and enlightened world of Goethe, Kant, and Beethoven, to sail home to frontier Trappe.
Tavern, 301 W. Main Street.
of Historic Trappe
Gavin Ashworth)
Dewees
Courtesy
(photo:
Reflecting a longing for their family in America, a sense of duty to their brethren in the Lutheran Church, a family tradition of service to their community and the apparent tremendous pull exerted by Trappe, home they came, a trip, on a fast ship, that would take ten weeks.
The brothers were also very likely influenced by their well-known maternal grandfather, Conrad Weiser, who served as Pennsylvania’s ambassador to the Indian Nations and was the presiding judge of Berks County.
Peter is today remembered as a Lutheran clergyman and renowned military officer. As part of General Washington’s staff, he served with Washington during the 1777-1778 winter encampment at Valley Forge, as well as having participated in the battles of Brandywine, Germantown, and Monmouth. Legend has it that on January 21, 1776, Peter Muhlenberg delivered a sermon incorporating text from the third chapter of Ecclesiastes which starts with “to everything there is a season,” then, reading the eighth verse, “a time of war, and a time of peace,” he declared, “and this is the time of war,” removing his clerical robe to reveal his Continental Army colonel’s uniform. Outside the church the drums began to roll as men turned to kiss their wives and then walk down the aisle to enlist. Within half an hour,
Muhlenberg House, 201 W. Main Street. Courtesy of Historic Trappe (photo: Gavin Ashworth)
162 men were enrolled in the Continental Armed Forces. A statute of Peter Muhlenberg removing his clerical robe to reveal his military uniform was selected by Pennsylvania as its first choice for placement in the National Statuary Hall in the United States Capitol building.
Peter’s brother Frederick led an equally remarkable life. As already mentioned, Frederick was elected the first speaker of the United States House of Representatives, serving from 1789 to 1791 and again from 1793 to 1795. Brother Frederick will garner most of our attention in the CLE for his role in the establishment of our county.
Before his rise to national prominence, Frederick Muhlenberg served as Montgomery County’s first Registrar of Wills and Justice of the Peace for the Districts of Skippack, Perkiomen, Providence, and Limerick Townships. Ultimately, Frederick was appointed the first President Judge of Montgomery County. This was memorialized by renowned artist George M. Harding’s mural in Courtroom “A,” titled First Montgomery County Court 1784: Frederick Augustus Muhlenberg, first President Judge. We all see the mural when we are summoned to Courtroom “A” where it is fitting for us to be reminded of the judge and the event depicted in it.
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Gavin Ashworth)
Speaker’s House, 151 W. Main Street. Courtesy of Historic Trappe (photo:
Portrait of General Peter Muhlenberg, attributed to John Trumbull, c. 1795. Collection of Brian and Barbara Hendelson, courtesy of Historic Trappe (photo: Gavin Ashworth)
In addition to the story of Peter and Frederick and their roles in the formative days of our county, the CLE program will feature a tour of the Muhlenberg properties including the Henry Muhlenberg house, Dewees Tavern and the Speaker’s House. The Henry Muhlenberg house is furnished with the finest examples of early Pennsylvania German and Philadelphia furniture, silver, and portraits donated and loaned from Muhlenberg descendants, private collectors and regional institutions.
Dewees Tavern serves as the Center for Pennsylvania German Studies. It has five galleries of furniture, ironwork, pottery, textiles, frakturs paintings and more.
The Speaker’s House is presently undergoing restoration and remains a work in progress. It was saved from demolition by a grassroots effort under the guidance of the Historic Trappe. It behooves our Association to take a sincere interest in this project as the Speaker’s House was the de facto center of our county government and judicial system until Norristown became the official county seat in 1784.
The Muhlenbergs of Trappe exemplify the founding spirit of the nation and the principle that law and justice are the guarantors of freedom. Reflecting on their accomplishments is a worthwhile starting point as we celebrate the 250th anniversary of our independence from Great Britain and contemplate what it all means in our world today.
The Historical Committee CLE “The Muhlenberg Family and the Birth of the Nation” is scheduled for October 9, 2025 from 3 PM to 5 PM with a guided tour of the historic buildings and a reception. Registration information will be provided by the Association in the near future. For more information regarding the Speaker’s House, visit the Historic Trappe website: https://historictrappe.org.
Portrait of Speaker Frederick Muhlenberg, after the original by Joseph Wright, 1790. Courtesy of Historic Trappe
UPDATES & INSIGHTS
MONTGOMERY BAR FOUNDATION
By Jacqueline M. Reynolds, Esq., Montgomery Bar Foundation President
Oh, the Giving You’ll Sow
Oh, the giving you’ll sow when your heart says, “Let’s go!”
To help justice grow for the folks down below, When courtrooms feel scary and lawyers too few, Your gift lights the way – it’s a bold thing to do! It helps those in trouble find someone who cares, Who’ll stand up and speak when the courtroom stairs… Feel steep and too high for just one voice alone –Your giving can lift them, can throw them a bone!
So toss in a dollar, a nickel, a dime –
For equal access to justice, it’s always the time!
If you ask someone if s/he is willing to support a charity, the majority of individuals will say “yes.” If you ask a lawyer whether s/he is willing to support access to justice, every lawyer will respond by saying “of course.” There are approximately 1,900 Montgomery Bar Association members, of which there are approximately 250 Montgomery Bar Foundation Fellows. In other words, approximately 13% of the MBA members give annually to the Foundation.
Last year, 2024, we called upon MBA members to help raise $70,000 in donations, and the MBA members answered the call. Through the generosity of the MBA members, the Foundation raised an incredible $125,000. As a result, the Foundation was able to continue its mission
to advance the cause of justice by giving grants, totaling $150,000, to hardworking Montgomery County non-profit organizations.
We want to increase the number of members who give to the Foundation and, thereby, increase the total amount of grants to be given out in 2025. The question is, how? What are the ways?
If we start with the premise that every lawyer is willing to support everyone’s right of access to justice, then the question becomes how do we transform the willingness to support into the willingness to give? We start by educating our members about all the ways to give.
First, the Fellowship Program. Becoming a Fellow is as simple as going to the Foundation website and clicking on the “Fellows Program” under the Montgomery Bar Foundation heading, and clicking on the link under “Join the MBF Fellows Program.” To become a regular Fellow, you agree to contribute a minimum of $250.00 per year for five years, or a total amount of $1,250.00. If you are a Young Lawyer, you can become a Young Lawyers Fellow by contributing $10.00 per month. Once you fulfill the initial pledge of $1,250.00, you may continue to make payments
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MONTGOMERY BAR FOUNDATION
continued from page 15
through the Sustaining Fellow Program, and with each level of support you reach, you will receive the corresponding colored ribbon. The process is easy, just ask solo practitioner John F. McCaul, Esquire, who recently became a Fellow.
Second, is a great suggestion from long distance runner Lisa A. Shearman, Esquire. If you are someone who runs races, consider raising money for the Foundation. Once you are registered to run, you can ask friends and family to donate to your favorite charity, the Foundation, in either a lump sum or per mile you run. So the next time you register to run the Broad Street Run, NYC marathon, or any race, when you think about what you will need – new sneakers and a water bottle – think about designating the Foundation as your charity. Let us know and we will include your donation site on the Foundation webpage to help get you started.
Third, there is the option of a gift-transfer of stocks/ shares. You can gift the transfer of a stock or share to the Foundation. Adam L. Fernandez, Esquire, recently completed
a gift-transfer of mutual fund shares to the Foundation. If interested, please contact Hazel@montgomerybar.org.
Fourth, an individual can include a bequest to the Foundation in their will. Such a gift would need to be discussed with your wills and estates attorney.
As to what your giving will sow, it will allow more non-profit agencies like Legal Aid of Southeastern PA, The Welcome Project PA, Victim Services Center, Family Promise Montco PA, Episcopal Legal Aid, Family Services, Laurel House, MCAP, Mission Kids, SeniorLAW Center, and many more, to provide legal services and aid to those in need in Montgomery County. What does that mean? Just to name a few, the grant money, funded by you, will allow: victims of crime to access justice and begin the healing process from trauma; families with children to find safe shelter and the tools to overcome homelessness; for advocates to stand with and for children who have suffered abuse and neglect; individuals of limited means to receive free, in person civil legal services; and safe spaces for those whose lives have been affected by domestic abuse. The phrase “access to justice” is not a phrase that we lawyers take lightly. It is a phrase that motivated many of us to become lawyers. It is what we strive to provide to our clients every day. If you are not already a Foundation Fellow or donor, take a moment to become one.
Oh, the joy you will feel when you give from the heart, To a cause that needs help – you’re playing a part! For justice, you see, should be fair, should be free, Or, affordable to those who are not carefree!
Your gift brings some hope, and it gives quite a thrill!
It opens the doors, breaks down walls that are high, So folks get a fair chance, and dreams can still fly.
So give with a grin, help the scales to stay true –For justice for all is a great thing to do!
JACQUELINE M. REYNOLDS, Past President of the Montgomery Bar Association, Joins Friedman Schuman Layser, Bringing a Powerful Perspective to Plaintiff Litigation
After more than 25 years as a defense attorney, Jacqueline ”Jackie” M. Reynolds has joined the law firm of Friedman Schuman Layser, P.C. as a Principal, where she now brings her deep knowledge as a former defense counsel to fight for victims of medical malpractice.
“Joining Friedman Schuman Layser gives me the opportunity to make a real difference in someone’s life,” says Jackie, “to help an injured patient and/or the family attain a sense of fairness, dignity, and closure.”
Jackie’s arrival at Friedman Schuman Layser is a natural fit. Known for providing smart, focused, and effective legal representation, the firm has a long-standing reputation for guiding clients through complex litigation with clarity and compassion. Jackie demonstrates professionalism, empathy, and dedication in all aspects of her work, earning the trust and respect of her clients. She brings both strength and strategic insight to her new role at Friedman Schuman Layser.
Jackie will serve clients statewide, helping individuals and families who have suffered devastating injuries and lifealtering medical errors seek justice.
Leadership in the Legal Community
In addition to her legal practice, Jackie has been a steadfast leader in the legal community. She is President of the Montgomery Bar Foundation, the charitable arm of the Montgomery Bar Association, and a Past President of the Montgomery Bar Association. For over 30 years, the Foundation has carried out its mission – to improve, facilitate and support justice and fair treatment for all. Through its annual grant program to Montgomery County non-profit organizations, the Foundation has been able to provide an ever-increasing number of Montgomery County citizens with the ability to access justice. Jackie remains an active member of the MBA Women in Law Committee and Trial Lawyers Section, and contributes to key initiatives of the Pennsylvania Bar Association, including the CCBL Executive Committee.
Q&A with Jacqueline M. Reynolds
Q: What inspired you to make the shift from defending healthcare providers to representing injured patients?
A: Individuals become lawyers for different reasons, but at the core of every reason is the belief that an individual’s rights are to be protected through legal representation. Over the years, my practice has been to learn the medicine, determine
what happened over the course of the care and treatment, explain what happened and, more importantly, why something happened. In litigation, patients and their families seek answers to what happened, as well as the means to address their injuries and the ability to return to their regular activities. The desire to help individuals understand their medical conditions, their care and treatment, and provide them with closure to what are often life-changing events, has always been part of my practice. For some time now, I have wanted to take a more active role in helping individuals find those answers, justice, and closure. The opportunity to join Friedman Schuman Layser gave me the ability to help individuals secure their future.
Q: What led you to choose Friedman Schuman Layser as the next step in your legal career?
A: I have known Derek Layser, Melissa Paris Miller, Megan G. Knoll, and Brett Kaminsky for a number of years. I have always been impressed by the professional and innovative manner in which they handle their cases. Their compassion for their clients and the integrity in which they represent individuals has always resonated with me. When I decided to make a change, Friedman Schuman Layser was the natural choice. I wanted to be part of a team that shares my commitment to providing excellent representation in the medical malpractice area of law.
Q: How does your defense background shape your current approach to plaintiff litigation?
A: Having decades of experience as a defense attorney means that I am very familiar with common defense tactics and arguments. This insight will help me anticipate and counter defense strategies more effectively when representing plaintiffs. My background provides me with a strategic advantage through a deeper understanding of defense perspectives, enhanced case evaluation, negotiation skills, and procedural knowledge.
Q: What motivates you most in your work today?
A: The opportunity to represent individuals who have been injured and provide them with the answers and support they seek. I enjoy the strategic challenge of building strong cases in support of individuals and, more importantly, understand how these cases are handled and litigated. It’s the intellectual approach and the meaningful human impact that motivates me to work hard on behalf of individuals.
UPDATES & INSIGHTS
Why is it so difficult for us to let go, to hang it up, to walk away—to be done? Why can’t we just say to ourselves, “That’s it. I’ve had enough. I am finished”?
I have been practicing law for fifty-two years and still can’t quite give up the ghost. At first, there was a drive to establish myself—to be known as a decent, honest, hard-working lawyer. When I thought I had accomplished that, it became a drive to become “successful,” to make money and be a part of the legal establishment where “If you’ve got it, flaunt it” was the creed. I worked 12- to 14-hour days every weekday, and sometimes on weekends when I was “on trial” or in “trial prep hell.” I tried a lot of cases and I got a lot of good results. I was feeding my ego as well as my family.
WHY CAN’T I RETIRE?
By Marc Robert Steinberg, Esq., Past President
I wonder if that is the key. Was I feeding my ego—and is that the reason many of us can’t just walk away from the “practice”? After all, I always thought that if you didn’t have an ego, you shouldn’t be a trial lawyer. I represented egoboosting clients and obtained ego-boosting results. Is it our egos that keep us from calling it quits?
I was involved in all the professional activities that help grow our careers, bring recognition and praise, and ultimately make it so difficult to walk away. I have made so many friends—other lawyers, judges, and even many clients—that I find it difficult to no longer be in their company at bar functions and social events. I like lawyers, and I like being one. This was a part of my life, a part of who I had become and who I am. Why can’t I just walk away? I am trying. I tell myself: no new cases, no more clients to worry about—but I still pick and choose
occasionally. I still volunteer my time. I still go into the office. I still have lunch with my partner of 49 years. I still mediate and arbitrate cases. I like to sit and talk with my secretary of 44 years, my office administrator of nearly 50 years, and the rest of the people in my office.
It will be very difficult to simply say goodbye to all that I have done over the last 52 years—to all that I have become. I don’t know if I will ever be able to do so. Maybe—just maybe—it was also all the people I came in contact with who have become such an integral part of my life, that I don’t want to give them up or lose them. I think I may have answered my own question. Ego, yes—but all the friends I have made may be the answer.
Ego be damned, I have given up a large part of that. When you reach my age, the ego fades—but it is difficult to lose a friend, and I don’t want to lose any more.
“CLASS ACTION SETTLEMENT (HOPES) TO REIGN IN COLLEGE SPORTS FINANCIAL ISSUES”
By Aaron D. Weems, Esq.
“Hell, I can’t afford to graduate,” said Hugh McElhenny, running back, University of Washington.
In recent years, intercollegiate college athletics have been dominated by the issue of student-athlete compensation, particularly through the use of their name, image, and likeness (“NIL”). You could be forgiven for thinking that this quote from University of Washington running back Hugh McElhenny speaks to the current state of college sports. However, McElhenny played for the University of Washington from 1949 until 1951, and his full quote—“[A] wealthy guy puts big bucks under my pillow every time I score a touchdown… Hell, I can’t afford to graduate…”—illustrates that money in college sports is far from a new or recent controversy. What is changing is the unprecedented legal effort underway to create a financial system in which student-athletes are treated as equity stakeholders in the profits.
I. Status of House v. NCAA
The most significant shift in this sports economy is the pending settlement known as House v. NCAA (named for the lead plaintiffs, former Arizona State University swimmer Grant House and former Texas Christian University and University of Oregon basketball player Sedona Prince). House consolidates three different class actions raising claims under Section 1 of the Sherman Antitrust Act and builds on prior legal victories for student-athletes in O’Bannon v. NCAA (2009, which established cost-of-attendance stipends for studentathletes) and Alston v. NCAA (2021, which created the current NIL system).
The settlement is currently under review by Federal Judge Claudia Ann Wilken of the Northern District of California. The crux of the agreement is a $2.75 billion damages fund and a revenue-sharing model that allows
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schools to share up to $22 million per year with their student-athletes. It also includes several systemic reforms to college sports, most notably the provision of fully funded scholarships and the relaxation of roster size restrictions.
The settlement offers detailed provisions for how the $2.75 billion fund will be financed and how damages will be distributed. Those familiar with college athletics will not be surprised by the power dynamics at play among the NCAA, the “Power 4” conferences, and the “Group of 5” conferences. Additionally, schools will have the option to “opt in” or “opt out” of the settlement, which carries additional financial ramifications.
II. Revenue-Sharing Impact
Sharing up to $22 million per year of revenue generated through media rights, ticket sales, and other sources marks a dramatic departure from the current model. However, it is essential to recognize that many college sports generate little or no revenue. Many “Olympic sports” operate at a financial loss and are currently subsidized either directly by the university or indirectly by revenue generated through high-earning football and basketball programs.
With rising travel and overhead costs due to conference realignment, pressure on revenue-generating sports to sustain non-revenue sports will likely intensify. These programs may be forced to hoard their share of the revenue to remain competitive, potentially reducing financial support available for other athletic teams.
As a result, some universities may be compelled to reduce the number of athletic programs they offer or
explore alternative funding models. This shift could spark new legal challenges related to Title IX, which mandates gender equity in educational programs and has often required the addition of women’s sports or the elimination of certain men’s sports to achieve balance.
III. Post-House Landscape
The future of college sports in the aftermath of the House settlement remains uncertain. One potential development is the formal incorporation of NIL collectives into university structures, allowing institutions to manage roster-building and NIL compensation internally, often with the benefit of tax-deductible donor contributions. Despite the introduction of revenue sharing, NIL opportunities will continue to play a significant role, as student-athletes may still pursue individual endorsements and branding deals.
The increased organization surrounding NIL and revenue sharing may eventually lead to a structure more closely resembling professional sports—with multi-year contracts, buyouts, and transfer fees. Combined with clearer rules for the transfer portal, such developments could provide greater stability and predictability for athletic programs while allowing student-athletes to share more equitably in the revenue they help generate.
House represents another step in the journey that began with Ed O’Bannon’s legal challenge—a journey that now allows what Hugh McElhenny once called “pillow cash” to be directly deposited into a bank account.
The Achieving a Better Life Experience Act (“ABLE”) was passed by the United States Congress in December 2014. Implementation by states began in 2016, and Pennsylvania’s ABLE Act program launched in April 2017. Pennsylvania’s ABLE savings program is administered by the Pennsylvania Treasury. See www.paable.gov.
What is an ABLE account? The ABLE law allows individuals with disabilities to establish savings, checking or investment accounts offering significant tax benefits. To enroll, a Pennsylvania resident must have a qualifying disability that started prior to age twenty-six. A disability may be shown by one’s entitlement to Supplemental Security Income (SSI), Social Security Disability Insurance Benefits (SSDI), or even by self-certification. Next year, ABLE accounts will become available to Pennsylvania residents whose disability occurred prior to age fortysix, which will greatly expand the use of the law and its advantages to the disabled population.
To start, a disabled person, or his/ her designated authorized individual (a spouse, parent or sibling), may open an ABLE account and contribute
EXPANDED USE OF ABLE ACCOUNTS ON THE HORIZON
By Mary Kay Kelm, Esq.
up to $19,000 annually. For certain individuals with disabilities who work, additional contributions may be made. In the future, expenditures for qualified disability expenses may be made for the individual from the ABLE account tax-free. This is an invaluable planning tool to provide for future needs of those with disabilities. Caregivers and family members may also contribute to the ABLE account up to the annual limit. No Pennsylvania or federal income tax is assessed on the growth of ABLE account funds. In addition, ABLE accounts are exempt from Pennsylvania inheritance tax.
ABLE accounts are governed by IRS Section 529A, so bear resemblance to college savings plans. In essence, an ABLE account acts as a tax-advantaged vehicle for a person with disabilities much like the way a 529 account works for families saving for college. An ABLE account may be used alone as a vehicle for estate planning by individuals with disabilities. Or, an ABLE account may be used in conjunction with a Special Needs Trust, either first or third party.
Perhaps the most important advantage is that funds in ABLE accounts do not affect eligibility for need-based programs like
Supplemental Security Income (SSI) and Medicaid. Funds in ABLE accounts provide additional future resources to individuals with disabilities over and above governmental benefits. For an individual who works, and saves some earnings above benefit thresholds, setting up an ABLE account is a smart strategy to provide for the future without worry of disqualification of benefits. At the death of the beneficiary of the ABLE account, there is a payback to Medicaid for services rendered after the establishment of the ABLE account, but not earlier.
An ABLE account is particularly useful to a person with disabilities when proper estate planning is not in place. For example, if a disabled individual receives an inheritance and no special needs trust is in place, creating an ABLE account allows capture of the inherited funds up to the annual limit, without incurring the cost of creating a trust.
Do you have a disabled family member or friend who may benefit from an ABLE account? Easy to establish and administer, ABLE accounts are valuable planning tools which will expand to cover a larger section of the disabled population next year.
PROCEDURAL DEATH: The Necessity of Timely Establishing Grounds for Divorce
By Gabriella Lacitignola, Esq.
Does a divorce end or keep going if one of the spouses dies in the process?
Most importantly, how important is it for lawyers to be vigilant about procedural deadlines and requirements if the possibility of death of a party is present? The Pennsylvania Superior Court’s recent decision in McWilliams v. McWilliams, 211 WDA 2024, J-A18024-24 (Pa. Super. Ct. Sept. 5, 2024), gives us guidance. The Superior Court did more than just affirm the lower court’s decision to discontinue a divorce action because grounds had not yet been established prior to the other party’s death. More importantly, this decision reinforces the necessity of ensuring timely filings in establishing grounds for divorce pursuant to the Divorce Code.
Before the court can issue a divorce decree, the parties must first establish grounds for divorce in one of two ways. First, the parties may mutually consent to the divorce pursuant to 23 Pa.C.S. § 3301(c) once ninety (90) days have elapsed from the date of service of the divorce complaint. The second way to establish grounds for divorce is to assert that the marriage is irretrievably broken and the parties have been separated for over one year pursuant to 23 Pa.C.S. § 3301(d). Specifically, the spouse seeking a divorce under Section 3301(d) must serve the other spouse with a 3301(d) affidavit, alleging the date of separation, along with a blank counter-affidavit, providing the other party with twenty (20) days to either admit or deny that at least one year has passed since separation. Once this deadline passes without objection or by agreement of the other spouse, grounds for divorce have been established, and the party seeking the entry of a divorce decree can move the matter forward.
Failing to establish grounds for divorce prior to the death of a litigant means that the legal basis for divorce under the Divorce Code had not been established before the passing of a party. The divorce, in essence, is not legally viable. This necessitates the resolution of the parties’ economic claims and distribution of their assets under the Probate Code—not the Divorce Code. This means that instead of going through the courts to equitably divide the marital estate, the surviving spouse simply inherits the deceased spouse’s assets for which they are the beneficiary, and they pass outside of probate—including, but not limited to, retirement accounts, life insurance policies, and jointly owned assets with rights of survivorship. Importantly, the surviving spouse stands to potentially benefit more significantly should a party die prior to establishing grounds for divorce.
The McWilliams court upholds that parties cannot proceed forward with divorce after the death of a party when grounds for divorce have not procedurally been established at the time of the party’s death—even if, undisputedly, they have been separated for over a year and otherwise meet the requirements of Section 3301(d). In this case, although the wife filed for divorce in September 2021, it was only in late December 2024—three years after the initial filing—that the husband filed his Section 3301(d) affidavit (albeit September 28, 2023) and served a blank counter-affidavit on his spouse. Subsequently, the husband inexplicably filed a second Section 3301(d) affidavit on January 4, 2024, the same day he died. Both affidavits listed the date of separation as September 20, 2021, the day the wife filed for divorce. On January 19, 2024, the wife filed a motion to discontinue the divorce. On February 6, 2024, the trial court granted her motion and issued an order discontinuing the divorce action due to the husband’s death prior to grounds for divorce being established.
Ultimately, the court found that despite the husband’s signing of the Section 3301(d) affidavit months prior to his death, he failed to file it and serve it upon the wife until mere days leading up to his death, which is the date that
counts for tolling the 20-day period. Pennsylvania Rule of Civil Procedure 1920.42 requires not only the service of the affidavit and blank counter-affidavit, but the other party must have either “admitted or failed to deny the averments in the affidavit[.]” Pa.R.C.P. 1920.42(c)(iii). Pursuant to Section 3323(g)(3) of the Divorce Code, grounds are only established when the affidavit is deemed admitted or a counter-affidavit is filed denying the claims. At the time of the husband’s death, the provisions of Pa.R.C.P. 1920.42(c) (iii) had not been met, since the requisite 20-day period for the wife to respond to his Section 3301(d) affidavit had not yet elapsed. Although the wife allegedly served a counteraffidavit on the husband’s counsel upon service of the Section 3301(d) affidavit, no counter-affidavit was filed as of the date of the husband’s death and was not part of the certified record.
Ultimately, this seemingly simple decision about following the rules—literally—packs a powerful punch. It serves as both a poignant reminder and a cautionary tale about the importance of ensuring timely, docketed filings are made a part of the record in order to establish grounds for divorce to proceed under the Divorce Code.
MBA LEADERSHIP ACADEMY CELEBRATES TEN YEARS
By Nancy O. Walsh
True leaders recognize their most important responsibility is to mentor and develop those who will one day take the reins. In 2014, current President Judge Carolyn Carluccio and MBA’s Executive Director at the time, Nancy Paul, embraced this duty by spearheading the launch of the Montgomery Bar Association Leadership Academy. The goal was to develop next-generation leadership and to foster ongoing engagement within the Bar Association. As the idea solidified, they formed an advisory group that included Michael Rogers, Dale McClain, Bruce Pancio, Joseph Walsh, and Cheryl Young, who lent their expertise to lay the foundation for this groundbreaking experiment.
Eleven rising stars of the MBA were chosen as the Focus Group for the first iteration of the Academy. Speakers (including our own Governor Josh Shapiro) provided lessons in communication, networking, and more. Mentors provided guidance and support. This pilot year laid the groundwork for what would become a signature program of the MBA and, for its participants, an opportunity to develop skills, connections, and, most importantly, deep friendships that would last well beyond their time in the Academy.
I was fortunate enough to come to the MBA as this burgeoning program was just “out of the gate.” Having taught lessons in leadership to eager young college students for almost a decade, I was excited for the opportunity to see how those lessons would translate into the competitive and high-pressure world these emerging leaders were navigating. Not only did they embrace these lessons, they and the cohorts that would follow taught me more about leadership than any textbook could ever hold.
Over the past ten years, I’ve had the great pleasure of administering and developing the Leadership Academy, under the guidance of the best leaders I know. The program includes workshops focusing on topics such as communication, motivation, self-awareness, vulnerability, and relationship-building. Events include the popular “Evening with the Judges” and (my personal favorite) “Leadership and Lasagna” at Chez Walsh. Thanks to the generosity and warmth of our judges, participants are paired with judicial mentors who provide advice, guidance, and a
unique opportunity to connect with members of the bench on a more personal level.
The project component of the program provides participants with the opportunity for hands-on application of the skills explored in the workshops. Through their work on these projects, Academy members have provided insights and ideas which have had a significant impact on the Bar, including the launch of an Access to Justice program, the creation of the Solo and Small Firm Committee, the enhancement of our DEI efforts, the exploration of new ways to engage our millennial members, the implementation of a Reentry Clinic, the launch of wellness initiatives, and the development of our new LINCS program. Academy members also serve as mentors for our Slota diversity students each summer and continue to give back to the Association and the community in countless ways.
Although I’ve spent the better part of my career focused on leadership development, I’m hard-pressed to offer a succinct definition that captures all being a leader entails. Rather than relying on words, I instead continue to look to the actions, character, and mindsets of those who embody that elusive definition. Virtually all who participated in these past 10 years of Leadership Academy have gone on to hold positions of leadership within the MBA, serving as officers, directors, and committee or section chairs. Even more importantly, all have given of their time and talents to make their firms, their communities, the Association, and the legal profession better for all. Clearly, this group of impressive individuals is an example of leadership that transcends definition and represents all that is special about the MBA.
Happy Anniversary, Leadership Academy!
Leadership Academy Alumni
2015
Melissa M. Boyd, Esq.
Stephen M. Geday, Esq.
Robert C. Gerhard, III, Esq.
Samantha Hart, Esq.
Lindette C. Hassan, Esq.
Aimee L. Kumer, Esq.
Patrick J. Kurtas, Esq.
Samantha A. Magee, Esq.
Colin J. O’Boyle, Esq.
Matthew Quigg, Esq.
Robert R. Watson, Esq.
2016
Kathleen Colgan, Esq.
Clinton J. Cusick, Esq.
Jeffrey S. Feldman, Esq.
Mark R. Fischer, Esq.
Christine M. Gordon, Esq.
Emily Geer Hippler, Esq.
Melissa A. Iacobucci, Esq.
Michael E. Kelley, Esq.
Adrienne Kosinksi, Esq.
William G. Roark, Esq.
Leno P. Thomas, Esq.
2017
Kevin D. Birkhead, Esq.
Faith C. Bones, Esq.
Kristen G. Feden, Esq.
Brie R. Halfond, Esq.
Rebecca Hobbs, Esq.
Kesha James, Esq.
Michael J. Lyon, Esq.
Joseph A. McNelis, Esq.
Philip D. Press, Esq.
Hooma Shah, Esq.
2018
Jimmy C. Chong, Esq.
Pamela Cunningham, Esq.
Jennifer Gayle, Esq.
Lauren A. Hughes, Esq.
Timothy M. Knowles, Esq.
Lynne M. Kolodinsky, Esq.
Andrew M. Lamberton, Esq.
Andrew J. Levin, Esq.
Julia Lucas, Esq.
Sophia G. Polites, Esq.
Rebecca Sallen, Esq.
Lydia Terrill, Esq.
2019
Rachel Becker, Esq.
Matthew Brittenburg, Esq.
Anita S. Davis, Esq.
Andrew W. Knox, Esq.
Aaron Kostyk, Esq.
Tonya W. Lupinacci, Esq.
Christopher D. Mandracchia, Esq.
Donna M. Marcus, Esq.
Uam Pak, Esq.
Zachary A. Sivertsen, Esq.
Christopher Sperring, Esq.
Patrice M. Turenne, Esq.
2020 (L.A. 2.0)
Matthew Brittenburg, Esq.
Jimmy C. Chong, Esq.
Jeffrey S. Feldman, Esq.
Jennifer Gayle, Esq.
Lauren A. Hughes, Esq.
Kesha James, Esq.
Andrew W. Knox, Esq.
Timothy M. Knowles, Esq.
Andrew J. Levin, Esq.
Michael J. Lyon, Esq.
Tonya W. Lupinacci, Esq.
Christopher D. Mandracchia, Esq.
Donna M. Marcus, Esq.
Philip D. Press, Esq.
William G. Roark, Esq.
Rebecca Sallen, Esq.
Zachary A. Siversten, Esq.
Christopher Sperring, Esq.
Leno P. Thomas, Esq.
2021
Chelsey Christiansen, Esq.
Chelsea Deardon, Esq.
Michelle Dempsky, Esq.
Luz-Denise Bennett, Esq.
David Downey, Esq.
Jason Edwards, Esq.
Kevin McGrath, Esq.
Ravi Mohan, Esq.
Lucy Qiu, Esq.
James Schu, Esq.
Robert Sebia, Esq.
Anith Seth, Esq.
Justin Soulen, Esq.
Matthew Vahey, Esq.
2022
Elena Baylarian, Esq.
Marni S. Berger, Esq.
Jessica L. Chapman, Esq.
John F. Higgins, Esq.
Megan G. Knoll, Esq.
Chris Manno, Esq.
John F. McCaul, Esq.
Annie L. Neamand, Esq.
Brian Newman, Esq.
Elizabeth Schmidt-Jerson, Esq.
2024
Vincent R. Cocco, Esq.
Thomas C. Dyer, Esq.
Ashley Garland, Esq.
Gregory Gilston, Esq.
Phillip Harrison, Jr. Esq.
Gabriella Lacitignola, Esq.
Sean G. Livesey, Esq.
Franqui Raffaele, Esq.
L. Anthony Sebia, Esq.
Stefanie Sherr, Esq.
Lynn M. Taber, Esq.
By Denise Vicario, Esq., Montgomery Bar Association Executive Director
THE MBA FURTHERS ITS MISSION WITH TWO NEW INNOVATIVE ACCESS TO JUSTICE PROGRAMS: HELPING OUR PRO SEs (HOPS) and LEGAL INFORMATION and NETWORK CONNECTION SERVICES (LINCS)
The MBA, in cooperation with the Montgomery Bar Foundation (MBF), has been working diligently to further access to justice through two new community serviceoriented programs: HOPS (Helping Our Pro Se Litigants) and LINCS (Legal Information and Network Connection Services).
The HOPS program originated from a collaboration between the MBA Lawyer Referral Service (LRS) Committee and the Montgomery County Courts. Every month, more than fifty unrepresented litigants are scheduled for arbitration hearings in the Arbitration Center of the Montgomery County Court of Common Pleas. These litigants appear pro se, or ‘for oneself,’ and are often unprepared for the hearing, leading to delays, confusion, and poor case management.
The goal of the HOPS program is to not only improve the case flow of arbitration matters by offering litigants the opportunity to hire a qualified lawyer at a fixed rate for representation at the hearing, but also to provide attorneys with a chance to gain invaluable litigation experience in a less formal setting than the courtroom. Any attorney who is part of the MBA LRS can participate in this program by signing up for the ‘HOPS’ panel. A more senior member of the MBA LRS will serve as the on-call lawyer and be available to answer any questions that the participating attorney may have in the lead-up to the arbitration.
Here is how the program works:
• Sixty days before the scheduled arbitration, the Arbitration Center will notify the MBA of all unrepresented litigants that have scheduled arbitration.
• The MBA will send a letter to these litigants, advising them of the HOPS program and the opportunity to retain a lawyer at a reduced fee with limited representation.
• The MBA will promptly connect those interested with a participating LRS lawyer who can accept or decline the representation.
• Once the HOPS participant and HOPS lawyer are connected, the HOPS client will (1) pay a one-time, nonrefundable fee of $800.00 to the MBA; and (2) sign a fee agreement that limits the engagement to the arbitration hearing, only, and that the fee will not cover any appeal, any outstanding discovery, any costs associated such as court reporter, expert witnesses, subpoena charges, or travel expenses.
• The $800.00 fee will be split 80/20 between the participating lawyer and the MBA. The MBA will be responsible for collecting the fee. After taking its 20% fee, the MBA will promptly pay the lawyer in advance of the scheduled arbitration.
• Following the arbitration, the lawyer will promptly file a Petition to Withdraw as Counsel.
• Notwithstanding the filing of any Petition to Withdraw as Counsel, the lawyer will immediately advise the HOPS participant of the decision and confirm whether they would like to file an appeal
within thirty (30) days of the arbitration decision. If the HOPS client desires, the lawyer will file a timely appeal.
• If, following the Arbitration, the lawyer and the HOPS litigant agree to continued representation, they will enter into a new fee agreement. Under this agreement, the lawyer will bear all responsibility for collecting any fees from the client and will be responsible for paying the MBA 20% of any additional fees.
Please consider joining the MBA LRS program – and making a difference by participating in the rewarding HOPS panel. The HOPS program is designed to expand into other case types once it gains momentum. It will significantly improve access to justice, as well as provide MBA LRS members with valuable cases, and support the court in ensuring the smooth administration of its voluminous arbitration caseload.
Next, we have the LINCS program! LINCS will consist of multimedia messages that connect individuals in need of legal services and information with community organizations and resources that can provide them with assistance. This program evolved from the Access to Justice Summit in October 2023, which brought together local access to justice stakeholders to identify areas where the MBF and the MBA could assist. It became evident that, despite the abundance of resources available in Montgomery County, many residents and service providers are unaware of the full extent of these resources and how to access them.
In early 2024, participants in the MBA’s 2024 Leadership Academy were tasked with developing a solution to this long-term challenge. The MBA Leadership Academy is a leadership development opportunity designed to provide emerging leaders within the MBA with leadership training and mentorship, celebrating its tenth anniversary this year.
Using insights from the Access to Justice Summit as a foundation, Leadership Academy participants interviewed additional stakeholders – including MBA and MBF leadership, bench members, county offices that interact
with the public, and local nonprofit leaders – to identify specific barriers that community members face when seeking justice-related services. Furthermore, the group utilized their understanding of technology and social media to craft the LINCS mission. The goals that emerged from their research were to create short video vignettes to be used on social media, webpages, and various educational computers that will:
• Educate the public about legal terms and procedures at a very high level;
• Educate the public about local organizations that provide legal services and how to access and/or qualify for them; and
• Increase awareness (and thus traffic) of local service providers who specialize in addressing legal issues.
The intended impact of this project is significant. The public should be educated on basic legal procedures in the Commonwealth and County, including awareness of various legal services and government agencies, with approachable, user-friendly access to information. Indeed, LINCS will have the most significant impact on the county’s most vulnerable members, who typically lack connections to resources, organizations, and individuals who can help address their needs. Community Organizations should benefit from increased awareness of their services and be encouraged to facilitate collaboration with other providers. The courts should see an increase in the number of informed litigants who have been educated through community resources.
Furthermore, LINCS will benefit the MBA by encouraging attorney representation, improving the quality of lawyer referrals, and promoting the positive reputation of its lawyers. The MBF will benefit by furthering the Foundation’s Access to Justice and charitable mission, as well as expanding the diversity of grant applicants.
Stay tuned for more information on these innovative programs. Thank you to our members for their continued support, which makes these programs possible. When we work together, anything is possible!
PARTNER SPOTLIGHTS
MCAP HAPPENINGS
By William L. Baldwin, Esq., MCAP CEO
The Montgomery Child Advocacy Project, in cooperation with the Montgomery Bar Association, hosted its annual “Art of Representing Children in the Legal Arena.” This seminar focused on comprehensive updates on case law, statutes, and best practices for representing children in legal proceedings. Presenters provided practical tips, frequently visited issues, and hot topics. Attendees learned about confidentiality issues, conflicts of interest, and challenges associated with representing children in Juvenile Court, Orphans’ Court, Family Court, and Criminal Court.
In addition to presentations by MCAP staff attorneys, the participants also heard from representatives from the Office of Children and Youth Solicitors, the Public Defenders Dependency Unit, and the District Attorney’s Office, as well as a panel of experts, including the Honorable Henry S. Hilles III, the Honorable Todd Eisenberg, the Honorable Lois E. Murphy, the Honorable Risa Vetri Ferman, and the Honorable Daniel J. Clifford.
On Saturday, May 3, 2025, MCAP held its second annual “Heroes on the Run” at the Farm Park in Norristown. Over 130 people participated in the 5K race/walk to support the agency’s mission to prevent child abuse and neglect in Montgomery County. The weather was beautiful, and the event was a great success thanks to the support of the board, staff, and members of the community. Aside from being a fun-filled day for attendees, “Heroes on the Run” helped raise awareness of the important work MCAP does.
In addition to the run, MCAP has been conducting extensive outreach to area schools. MCAP’s beloved comfort dog, Nutmeg, has been busy bringing smiles—and important safety lessons—to schools across the county. Recently, Nutmeg and MCAP staff visited Saint Luke School, Saint Genevieve School, Davenport Elementary, and Musselman Learning Center to teach children about personal safety and Nutmeg’s role in supporting kids in the court system.
Staff gave ageappropriate presentations on safe and unsafe touches and shared helpful resources to encourage conversations at home. Nutmeg’s calming presence helps students feel at ease while discussing serious topics. MCAP looks forward to expanding this impactful program to more schools countywide.
2025 DELAWARE VALLEY LEGAL EXPO DRAWS CROWDS, VENDORS, AND VALUABLE CONNECTIONS
By Marina Bradley, Executive Director, Ostroff | Godshall
On Thursday, April 3, 2025, legal professionals from across the region gathered at Presidential Caterers in East Norriton for the Delaware Valley Legal Expo, cosponsored by the Montgomery Bar Association. The event was a resounding success, welcoming attorneys, legal administrators, and law firm staff for an afternoon of networking, education, and innovation.
One of the standout features of this year’s Expo was the opportunity for attorneys to earn up to three free Continuing Legal Education (CLE) credits, making the event both informative and professionally rewarding.
The Expo showcased over 50 vendors, each offering valuable services, technologies, and solutions to support law firm operations. From legal tech and case management software to insurance, litigation support, and document services, attendees had the chance to connect directly with industry experts and discover tools to streamline their practices.
Among the many participating vendors were Presenting Sponsor MCIT; Silver Sponsors Alderfer Auction, DJS Associates, Affinity Consulting Group, Steno, and many more!
Presenting Sponsor
In true Expo tradition, the afternoon wrapped up with a lively reception and prize drawings, featuring an exciting array of giveaways from participating vendors. Attendees walked away with everything from tech gadgets and gift cards to raffle baskets, making the event as fun as it was informative.
The Delaware Valley Legal Expo remains a staple event in the local legal community, offering a unique platform to learn, connect, and grow. Thanks to the Montgomery Bar Association, the ALA (Association of Legal Administrators) Independence Chapter and all the sponsors, vendors, and attendees who made this year’s event such a success! We hope to see you in 2027!
Source: ALA Independence Chapter, “Chapter News”
Republished with permission granted by the author and our fabulous partners at the ALA Independence Chapter.
Silver Sponsors
PRO BONO HIGHLIGHT Integrate for Good
By Tim Knowles, Esq., Pro Bono Committee Co-Chair
Integrate for Good is a nonprofit organization in Norristown that empowers people of all abilities to develop and share their unique talents. We spoke with Executive Director Bev Weinberg about the organization and how people can get involved.
• What is your position at Integrate for Good? I’m the Founder and Executive Director of Integrate for Good.
• Why did you create Integrate for Good? I launched the organization to create more inclusive opportunities for people of all abilities to contribute their talents and thrive in their communities. I created Integrate for Good because I saw a tremendous gap in how people with disabilities were being engaged in our communities. Too often, their potential was overlooked. I knew there was a better way – one that focused on strengths, empowerment, and meaningful inclusion. I wanted to build a space where everyone had the opportunity to lead, contribute, and be seen for their abilities.
• What do you enjoy about your job? I love empowering young adults with disabilities to grow into confident leaders and seeing the transformation that happens when people are truly included. Every day, I get to witness the ripple effect of empowerment, not only for the people we serve but also for the broader community that becomes more inclusive in the process. Our community is stronger when we don’t leave anyone on the sidelines of our community or economy.
• What programs at Integrate for Good are you most passionate about? Why? I’m especially passionate about our Empowerment Lab program. It’s a dynamic, interactive experience where young adults with disabilities explore their strengths, build leadership skills, and discover their voice.
Watching participants gain confidence and realize they have the power to make an impact is incredibly rewarding. It’s not just about learning. It’s about transformation. Our signature digital portfolios make ability come alive through photography and videography, leading to young people with disabilities being seen and included.
• What events or programs are you looking forward to? I love our weekly inclusive volunteer events where people of all ages, backgrounds and abilities come together to learn and connect. Our annual Community Heroes Celebration at RiverCrest Golf Club and Preserve brings our whole community together to celebrate the power of inclusion. This year, our Celebration is on October 23, 2025. We recognize a Community Hero, show up at their business with a surprise crew ahead of time, and debut that video at our event. It’s so exciting! We combine a Night at the Races theme with recognizing people in our community with and without disabilities who make our community better for all of us. It’s an evening of great food, amazing raffles and prizes, diverse community members and impact!
• What’s the best way for people to volunteer or help? There are so many ways to get involved, whether it’s volunteering at one of our inclusive service events, inviting us to speak or run a program at your organization, or making a donation to support our mission. Every action helps! The best way to start is by visiting our website at integrateforgood.org and reaching out through our contact form. We love connecting people with meaningful ways to make a difference. We are always looking for people who want to expand their professional network and impact by serving on our dynamic committees and Board of Directors.
PARTNER SPOTLIGHTS
With Millennials and Gen Z now comprising most of the workforce, businesses must rethink their approach to employee benefits. These generations prioritize flexibility, mental health, financial wellness, and purpose-driven work environments over traditional perks. In a competitive job market, offering the right benefits package can significantly impact talent attraction, retention, and engagement.
Millennials, born between 1981 and 1996, prioritize work-life balance, career growth, and financial stability. Gen Z, born between 1997 and 2012, values flexibility, mental health support and diversity in the
UNDERSTANDING THE WORKFORCE SHIFT
workplace. While each generation has distinct preferences, both groups share an expectation that workplaces will offer benefits that support not just their professional development but also their personal well-being.
Work-life balance is particularly important to these employees. Millennials appreciate flexible work schedules and remote work options, while Gen Z pushes for even greater workplace fluidity, preferring hybrid setups or fewer traditional work hours. Career development is another significant factor. Millennials look for tuition reimbursement and mentorship programs, while Gen z prefers digital learning opportunities,
upskilling, and the ability to advance quickly through job-hopping. Financial wellness plays a crucial role in their decision-making, with Millennials drawn to student loan assistance and 401(k) matching, whereas Gen Z favors instant payroll access and budgeting tools. Health and well-being are also essential, as both groups demand comprehensive wellness programs, including therapy coverage and stress management apps.
To attract and retain these employees, organizations must rethink their benefits models and provide options that are personalized, flexible, and inclusive.
CAPTURED MOMENTS
MEET & GREET THE NEW FEDERAL JUDGES
MARCH 24, 2025
CIVICS EDUCATION PROGRAM
SPRING 2025
ANNUAL SKI TRIP
FEBRUARY 7, 2025
ANNUAL MEMORIAL SERVICE
MARCH 28, 2025
continued from page 33
MAY 2, 2025
BAR LEADERS & BENCH DINNER & 10TH ANNIVERSARY OF THE LEADERSHIP ACADEMY CELEBRATION
JUNE 11, 2025 - MANUFACTURERS’ GOLF & COUNTRY CLUB
LEGAL AID GOLF CLASSIC
JUNE 23, 2025
RESTAURANT REVIEW: THE DAISY TAVERN
Corner of Hector & Lee, 1100 E. Hector St., Suite 110, Conshohocken, PA 19428
www.thedaisytavern.com
By Matthew P. Lynn, Esq.
If you’re in the mood for casual American fare and cocktails in a refined setting, then The Daisy Tavern in Conshohocken is the place for you. Located away from the hustle and bustle of Fayette Street, this relatively new addition to the Conshohocken dining scene features a rare luxury in the area: ample parking in a free lot adjacent to the restaurant.
The Daisy Tavern is an expanded and improved version of its sister restaurant chain, The Goat’s Beard, which has locations in Manayunk and Wayne. The interior of the restaurant is spacious and inviting, decorated in a rustic yet sophisticated fashion, and features a sizable indoor bar and attentive bartenders. On nice days, there is an outdoor bar and patio where you can either sit or stand and mingle. Whether you are stopping in for a quick bite or looking for a more upscale experience, you will feel at home at The Daisy Tavern.
In terms of food and drink, The Daisy Tavern offers casual American
fare, which has been dressed up and, arguably, perfected. Their menu is perhaps best known for its wide variety of Detroit-style (rectangular pan) pizzas, but it also features traditional main courses such as delicious salmon, short rib, and pasta dishes. True to its name, the tavern features an extensive beer, wine, and cocktail list. There are plenty of options for everyone.
During our visit, we sampled the short rib empanadas and hummus with pita bread. The empanadas were a particular standout. The short rib was juicy, and the chipotle aioli was mildly spicy but bursting with flavor. For our main entrees, we had the Steak Mac & Cheese and the Lamb Pappardelle. The Steak Mac & Cheese featured potato gnocchi covered in a three-cheese béchamel and topped with toasted panko crumbs. The steak came perfectly rare (though you can have it cooked to order) and was deliciously tender. The Lamb Pappardelle was creamy and
indulgent. Both entrees were excellent and left us eager to come back and try more of the menu.
For dessert, The Daisy Tavern offers a limited but unique rotating menu. We went with the Raspberry Walnut Tart. It was nutty, rich, and the perfect small treat to end our meal.
Throughout our dinner, the service was excellent. Our server was happy to make recommendations and took her time to explain the different offerings. Additionally, our food came out surprisingly quickly, especially given that it was a busy Friday night. The staff seems to have gotten the dining experience down to a science, ensuring that you will have a good time—even on a busy weekend.
We greatly enjoyed our time at The Daisy Tavern and can’t wait to go back. If you are looking for a new restaurant to try in the area, definitely give The Daisy Tavern a chance.
TV REVIEW: A BODY IN THE SNOW THE TRIAL OF KAREN READ
By Jessica L. Chapman, Esq.
A Body in the Snow tracks the 2024 trial of Karen Read, the girlfriend of Boston police officer John O’Keefe, who was found dead in the early morning of January 29, 2022. Read was charged with second-degree murder, among other lesser charges. The five-episode docuseries relies on interviews with the defense team as they prepare for and go through the trial, as well as commentary from legal experts, friends, and family on both sides. There are also clips from testimony during the trial. In Massachusetts, Supreme Judicial Court Rule 1:19 (Electronic Access to the Courts) allows news media to have cameras inside the courtroom.
On the snowy night of January 28, 2022, several individuals, including Read and O’Keefe, were out drinking at a local bar. Jennifer and Matthew McCabe, who were also present, invited Read and O’Keefe to the home of Brian and Nicole Albert (“34 Fairview”) to continue the party. According to Read, upon arriving at 34 Fairview, the house did not look inviting—the outside was dark, and there were no familiar vehicles. Read stated that she asked O’Keefe to go inside to check if they were welcome. O’Keefe went inside but did not come back out. After waiting a few minutes, Read grew frustrated and called O’Keefe, who did not answer. After about 10 minutes, she left but continued calling him, leaving angry voicemails. Read says she fell asleep on the couch waiting for him, and when she woke up after 4:00 a.m., she noticed he had not come home and started calling his friends. This is when the search began.
O’Keefe was found a little before 6:00 a.m. on January 29, 2022, on the front lawn of 34 Fairview. The police were called to the scene, and the investigation ensued. Shortly thereafter, Read was charged with the murder of O’Keefe by hitting him with her vehicle. Read hired a defense team, which included David Yannetti, Alan Jackson, and Elizabeth Little. If you follow high-profile cases, some of these names might sound familiar. Alan Jackson and Elizabeth Little
previously represented Kevin Spacey in a sexual assault case and were successful in having the charges against Spacey dismissed.
The 2024 trial, which lasted approximately nine weeks, painted a picture of a deeply connected group of law enforcement officers covering up the suspicious death of O’Keefe. According to Read, O’Keefe entered 34 Fairview to determine if they were welcome and never came back out. According to Brian Albert, the owner of 34 Fairview, O’Keefe never entered the property. The defense’s position was that something happened to O’Keefe inside the house and that those present covered it up, subsequently placing his body on the front lawn, where it was later discovered. At first glance, you might think, “Oh, here we go—another conspiracy theory.” However, a closer look into this case will have you asking a lot of questions. Below are some of the points that had me scratching my head.
Chloe
One of the defense’s theories supporting their assertion that something happened to O’Keefe inside 34 Fairview was that there were no injuries to his body consistent with being hit by a vehicle. O’Keefe had bruises on his face, trauma to his head, and several odd lacerations on his right arm. An expert for the defense explained that the lacerations could have been from a dog. Testimony at trial revealed that Brian Albert had a German Shepherd named Chloe, who was “not people-friendly.” Testing of O’Keefe’s arm revealed pig DNA, which the defense claimed could have been from a dog treat, such as pig ears. Interestingly, Chloe was rehomed shortly after the murder.
“hos [sic] long to die in the cold”
Another interesting point was Jennifer McCabe’s deleted 2:22 a.m. Google search: “hos [sic] long to die in the cold.” This was one of many points of contention and
what we like to call a “battle of the experts.” Prosecution experts stated that the timestamp was based on when the search tab was first opened and not when the search took place. The defense expert stated that the timestamp was when McCabe conducted that specific search and that the prosecution’s expert was not taking into account the iOS version of McCabe’s phone.
The butt dials
By far my favorite part of the docuseries was Alan Jackson’s commentary: “What the . . . was happening in Canton, Massachusetts, the night of January 29 in the wee hours of the morning? Some, like, bubble was around Canton where everybody’s butts were doing all the phone calls.” This stems from the fact that at approximately 12:44 a.m. on January 29, 2022, McCabe placed several calls to O’Keefe’s phone, which she referred to as “butt dials.” Then, at 2:22 a.m., Brian Albert butt-dialed Brian Higgins, who apparently butt-dialed Brian Albert back. A commentator stated that the implication is that something happened to O’Keefe inside the house and, in the process, his phone fell, and McCabe’s multiple calls were to locate it.
Some other shocking moments during the trial
• Collection of blood from the crime scene in red solo cups. You read that right!
• Brian Higgins getting rid of his phone. Coincidentally, Higgins got a new phone and not only threw away his old phone but destroyed the SIM card.
• Lead investigator Trooper Michael Proctor made offensive and demeaning comments about Read during the investigation, including stating that he had not encountered “nudes” yet while reviewing her phone and that he hoped she died by suicide. Proctor was suspended in 2024 after his vulgar texts were revealed and later fired from the Massachusetts State Police.
• Read’s affair with Higgins. “Extremely uncomfortable” is a fitting way to describe the extended time during which Higgins read the flirtatious messages between himself and Read.
Read’s first trial resulted in a deadlocked jury after five days of deliberation. The jury stated, in a moving note to the judge, that they were “starkly divided.” Read’s second retrial started approximately a year later, in April 2025, and is ongoing at the time this article is being written. It’s possible that we might still not have a decision at the time of publication.
The internet is divided on whether Read hit O’Keefe with her car that night or whether the people inside 34 Fairview were involved in a conspiracy to cover up what really happened. Of course, docuseries are usually biased, showing more of one side than the other, and that is certainly the case with A Body in the Snow. However, a deep dive into this case does raise all sorts of questions. We may never know exactly what happened that night, but one thing is certain—the defense team did an excellent job injecting reasonable doubt into their presentation of the case.
You can watch all five episodes of A Body in the Snow on Max with a subscription or on YouTube, Sling, Hulu, Roku, and Amazon with a premium subscription.
On June 18, 2025, after approximately 22 hours of deliberation over the course of 4 days, the jury found Ms. Read not guilty of second-degree murder, manslaughter, or abandoning the scene of an accident resulting in death. One of the jurors spoke out after the verdict and stated that there were “too many holes” in the Commonwealth’s case. The jury found Ms. Read guilty only of driving under the influence and she was ultimately sentenced to one year of probation as a first-time offender. Hopefully, now a more thorough investigation is conducted so that John O’Keefe’s family can have the closure they deserve and there can truly be justice for John.
WIRETAPS Member News
Friedman Schuman Layser, P.C. is pleased to announce that Caitlin Dryden Groeber has joined our firm’s medical malpractice department as an associate attorney.
High Swartz LLP is pleased to announce the addition of municipal attorney Paige Delia to the firm. Paige will support the firm’s municipal clients throughout Eastern Pennsylvania—including townships, zoning hearing boards, and boroughs—on matters involving zoning, code enforcement, and employment-related issues.
Scott H. Wolpert, Esquire, Managing Partner of Timoney Knox since 2018, is stepping down from that role effective July 1, 2025 to devote more time to his Students’ Rights and Education practice as well as dedicate his attentions to advocating for students and their families. Wolpert skillfully steered the firm through the uncertainty of the COVID-19 pandemic and under his leadership, the firm expanded to include offices in Wayne, Bryn Mawr and Washington, D.C.
Kevin D. Birkhead, Esquire, will assume the role of Managing Partner effective July 1, 2025. Birkhead joined Timoney Knox in 2013, building a successful practice in Trusts and Estates and Business Law.
Eric B. Smith, Esquire, and Thomas A. Boulden, Esquire, will serve with Birkhead on the firm’s Executive Committee.
March-May 2025
Welcome New Members
Michael David Ahlert, Esq.
Michael W. Bauder, Esq.
Stephanie Jordan Bogutz, Esq.
Daniel R. Boose, Esq.
Katherine M. Breslin, Esq.
Patrick William Brown, Esq.
Peri Buch, Esq.
Brian Scott Chacker, Esq.
Emily Grubb Coffing, Esq.
Madison R. Cooper, Esq.
Nicole Andrea El, Esq.
Laurel B. Enaco, Esq.
Ronald J. Fichera, Esq.
Joshua Bradley Fitzgerald, Esq.
Joann Giangiulio, Esq.
L. Elizabeth F. Hanbidge, Esq.
Jane E. Harris, Esq.
Drew A. Jabour-Gehman, Esq.
Ronald A. Kolla, Esq.
Anthony Lopes, Esq.
Alexandria T. MacMaster-Ho, Esq.
Uwa Maher*
Jake Kathleen Marcus, Esq.
Adam B. Masef, Esq.
David W. B. Mazzone
Jessica Colie McClellan, Esq.
Colleen Elise McGrath, Esq.
Mark J. Metzler*
Peter E. Moshang, Esq.
Dashiell Radosti, Esq.
Maxwell M. Rauchut*
Andreas Ringstad, Esq.
Holly Rogers, Esq.
Angel Shah, Esq.
Adriana Simmons, Esq.
RoseMarie Soto, Esq.
Maria T. Starling, Esq,
Sarah A. Steers, Esq.
Jeffrey S. Stewart, Esq.
Karen E. Toth, Esq.
Janesa Urbano, Esq.
Katherine M. Wolf, Esq.
Melissa A. Zillhardt, Esq.
* Students
Thank You, Retiring Members
Mark C. Clemm, Esq.
Michael P. Coughlin, Esq.
Nathaniel P. D’Amico, Esq.
Barbara DeAntonio Love, Esq.
John B. Egner, Esq.
Robert C. Ewing, Esq.
Charles J. Giambrone Jr., Esq.
Patricia M. Hampson, Esq.
Mary C. McMonagle, Esq.
Joanne Steinke Faul
Wednesday, August 13, 2025
Get in the Loop Happy Hour
J.J. Ratigans - Pottstown
Thursday, August 21, 2025
Fantasy Football Draft
Montgomery Bar Association
Wednesday, August 27, 2025
CLE - Wellness Do's and Don'ts
ZOOM
Tuesday, September 9
Montgomery Bar Association UPCOMING EVENTS
Mark your calendar for these key Montogomery Bar Association events!
Tuesday, September 30, 2025
CLE - Update on Montgomery County
Housing Issues
Montgomery Bar Association
Tuesday, October 7, 2025
CLE - Personal Injury Cases: How Can Mediation Benefit My Case??
Montgomery Bar Association
Thursday, October 9, 2025
CLE - The Muhlenbergs of Trappe and the Origins of Montgomery County’s Judiciary, 1784-1801
CLE - Meet the Newest Magistrate Judges
Montgomery Bar Association
Wednesday, September 10, 2025
CLE - Montgomery County Orphans’ Court
Bench Presents Judicial Insights and Guardianship Update
Montgomery Bar Association
Thursday, September 18, 2025
SOLD OUT - Bench Bar 2025 - The Sagamore Resort on Lake George, Bolton Landing, NY
The Sagamore Resort on Lake George
Wednesday, September 24, 2025
CLE - CGAL Training
Montgomery Bar Association
Muhlenberg Homestead
Wednesday, October 15, 2025
Women in The Law Networking Night
Flourtown Country Club
Friday, October 24, 2025
MBA Friends and Family Night at the Elmwood Park Zoo
Elmwood Park Zoo
Wednesday, November 12, 2025
CLE - Medicaid Policies Unveiled; Expertise from DHS General Counsel
Montgomery Bar Association
Thursday, December 4, 2025
Jingle Mingle
Bridgets - Ambler
To register for any upcoming events or CLEs, visit us at www.montgomerybar.org!
