Showing posts with label Attorney. Show all posts
Showing posts with label Attorney. Show all posts

Tuesday, January 1, 2019

The Broken Places

In 1918, Ernest Hemingway briefly worked for the Red Cross on the Italian Front of WWI as an ambulance driver.  In 1929 his novel about a young American on the Italian front, A Farewell to Arms, was published. Hemingway’s writing style, perhaps more than any other American author of the early 20th Century, defined the ethos of his generation. He was a master of words, brief and long form. An urban legend exists that he wrote the saddest short story ever on a bet, comprised of exactly six words:  “For sale: baby shoes, never worn.” It is a matter of great debate whether or not this story is true, but the fact that Hemingway could say more with less is indisputable. 
A Farewell to Arms contains a single paragraph that in less than a page drops more truth about love, life, depression, death and the vagaries of fate than some authors manage in an entire novel. Nestled in that paragraph is a line I’ve been thinking about a lot since the hurricane: 

“The world breaks everyone and afterward many are strong at the broken places.” 

Panama City is broken.  The place we call home is in pieces. My neighbor said as much to me last night: “everything is broken.”  Every day I drive down Harrison Avenue and there’s a new empty lot where a building used to stand.  The psychological beat down one takes every day just going about their usual business is immense.  There’s no escaping the destruction.  It is everywhere. The landscape has changed. Lives are changed forever. Nothing will ever be the same.  That right there—the knowledge that there is a before and an after and no other option—that takes a piece of your heart. 

But being broken is not the end of things:  even bone is strongest at its broken point during the healing process.  Cracks let the light shine through. The Gospel of John says “The light shines in the darkness and the darkness has not overcome it.”  Our broken pieces are just letting new light in; it is going to be different for sure but whether it is better is still up to us. 

We can let this adversity overcome us, or we can prevail and be strong at the broken places.   

My firm website:

Isler & Sombathy, P.A.

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Copyright Julie Ann Sombathy 2019 All Rights Reserved

Friday, March 7, 2014

This is a sign a lawyer lives in your house...

BINDER CLIPS FOR ANYTHING!


Happy Friday.

Julie

www.islersombathy.com

Legal Stuff

Copyright 2014 Julie Ann Sombathy All Rights Reserved

Wednesday, March 5, 2014

Electronic Filing System and Confidential Information

Since the time there have been courts, there have been court files. And court files often contain very private, sensitive information such as bank account numbers, your social security number, full name, and date of birth. Before the internet, this was not that big of a deal.  In order to access this information, a person had to first know it was in a court file, and then either appear in person or write and request copies of the pleadings or evidence in the file.  In other words, there used to be a paper trail leading back to the person requesting the copies of the pleadings or evidence.  There was no anonymity.  

With the advent of the internet, online court records, online official records and for the state court system in Florida, a unified electronic filing system implemented in 2013, there is almost total anonymity and zero privacy. Luckily the courts have addressed this issue with Florida Rule of Judicial Administration 2.420 which allows a party (or in some cases a non-party) to protect their sensitive information.  Otherwise, anyone with a password and minimal computer skills can access the court files of any Florida court and print copies of anything scanned for that court file. Without getting too specific, the Clerk has some capability to research the history of activity of a username and password such that an unauthorized access can only be caught but only if the true owner of the username and password becomes aware of the misuse fairly quickly.  

In my experience,  there are two situations in which the clerk of court does not scan everything that is filed. First, the clerk does not scan old pleadings in dormant files. This is a matter of manpower.  Whenever we access a file that has not been scanned, we just call and they scan it.  Second, the clerk sometimes does not scan a file as a courtesy to someone involved.  If you call and ask that the file be scanned, they will.  But as long as no one is asking, that file just does not get scanned.  This happens everywhere, not just in the county where I reside.

Rule 2.420 creates categories of certain types of information which may be protected.  To protect your information, you have to file a notice of filing of confidential information which designates the type of information and the location of it in your pleading.  This allows the clerk to redact or not scan portions or all of any pleading (depending on the case) containing the information. Basically, your notice is a road map for the clerks, who locate and redact the confidential information in each pleading prior to making the scanned pleading available online.  So for example, if you are going to trial and intend to introduce bank statements and loan applications as evidence, then you need to do a Notice of Filing Confidential Information. Otherwise, the clerk's office will scan your documents as exhibits, thus making them available to anyone with a user name and password and rendering you very vulnerable to identity theft.

If an opposing party files pleadings or documents containing your private information like bank account numbers, social security number, or date of birth, Rule 2.425 provides a remedy in two ways.  First, the aggrieved party can ask the court to require redaction or sealing of the offending records.  Second, the court can issue sanctions against the filer as Rule 2.425 requires that parties minimize the filing of documents containing sensitive information.

If the quantity and location of the information is so pervasive in the document that redaction would be impractical and burdensome, then I recommend filing a Notice Filing Confidential Information but taking it a step further and asking the court to seal the pleadings.  For example, when proof of my client's damages required admitting into evidence copies of correspondence and proof of payments to the IRS, I asked the court to seal the exhibits rather than attempt to locate and describe each piece of confidential information. The court has the discretion to do this under Florida Rule of Judicial Administration 2.425, but it is a very drastic action and should only be requested in extreme circumstances.


Julie





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Copyright 2014 Julie Ann Sombathy All Rights Reserved


Tuesday, March 4, 2014

Better Late Than Never: Best of 2013

Short and sweet:  These were the top 3 posts based on page views on this blog for 2013.

1.  The Story of Arnie and Ophelia

2. Thoughts on Women Attorneys and the Conundrum of Appearance

3.  Faye's Story: Part OnePart Two, and Part Three.



Julie





Legal Stuff

Copyright 2014 Julie Ann Sombathy All Rights Reserved

Thursday, October 17, 2013

Thoughts on Women Attorneys and the Conundrum of Appearance

I was sworn in by the late Judge Clinton Foster in September 1994.  My husband, Bob, was two years ahead of me in law school and was working as an assistant public defender.  Bob's entire case load was on Judge Foster's docket so Bob asked Judge Foster to do the honors when I got my bar exam results.

After the pictures and congratulations he told me to "make an appointment with my girl and come talk to me. I'd like to give you the benefit of my 40 years of practicing law."  So I did.  Judge Foster had a lot of good advice that day, but the one thing he said that has stuck with me for 19 years is this:

"Let me tell you how I feel.  
The thing I hate to see the most is a
 woman attorney trying to act like a man."

You are probably thinking that this was an awful thing for him to say and it was (I'm sorry Judge Foster!):  it is sexist, for starters.  But don't beat up Judge Foster too much.*  For all the faults to be parceled from what he said, this bit of our conversation remains to this day to be one of the best lessons I have ever learned about the practice of law.

Whenever I have a conversation with a new woman attorney, I always tell this story.  Why?  Because it illustrates the main concept that influences how I present myself every day as an attorney.

Dress for your audience.

As an attorney, it doesn't matter how you feel about how you look for court.  How you feel is totally irrelevant.   You are there to do a job:  if you are in the courtroom or chambers it is to convince the judge to do what your client wants or needs.  If it is in trial, it is to convince the jury to see the facts your way and the judge to see the law the way that best benefits your client.  In the negotiation room, it can be any of a number of goals depending on the particular dynamic.  Meeting with clients? You want to develop a good rapport and impress them without being unapproachable.

Does it matter how you look when you are doing your job?  I'm sorry but yes, it does.  That is life. Everyone is influenced by the appearance of the people around them. I cringe when I hear younger women attorneys talk about how they are going to dress like they want and force everyone to deal with it.  That's a nice sentiment.  I guess.  But this isn't Utopia, and our jobs as attorneys is to persuade. We teach our children that they shouldn't judge a book by its cover but the truth is that we all do it to some extent.  Maybe not "judging" but we are influenced by how we perceive other's appearance.  My goal with my appearance is always to wring the maximum benefit out of it in any given situation.  If you are not doing that, for whatever reason, are you really doing your job well?  I don't think so.  I think you are letting a major advantage pass you by, and maybe hurting your client in the process.

Early in my career someone told me that the late Judge Bower's father was a "holiness" preacher.  I don't know if that is true, but from that point on I wore only demure "Sunday" dresses or the rare dress and blazer combination in his courtroom. Same goes for Judge Foster.  Both of our recently retired female judges were very sharp dressers, so I always made sure that my look was totally on point when I had court with Judge Costello or Judge Pittman. A law school classmate of mine was recently appointed to the circuit court. When I eventually have court before Judge Gay you may rest assured I will be wearing my best and that it will also be my most fashion forward because Shonna Gay knows her clothes and shoes.  I know a private criminal defense attorney who once made her fabulous hot pink high heels the centerpiece of her closing argument.  She won because she has skills not because the jury liked her shoes, but the point remains that she made an argument using the shoes on her feet to persuade the jury to come back not guilty.

This is not a concept that only works for (or against) women.  Men do it too, it is just easier for them. Basically, all men need to do is wear a suit and tie, get a good hair cut, keep up their basic personal hygiene.  Beyond that, throw away the clown ties (personal pet peeve) and buy some decent shoes. Depending on the situation, tone it down. If you work for the public defender, maybe don't wear a $1,000 suit.  Simple things, really.

My advice to women attorneys is ignore all the "how to dress" type articles out there. Don't even read them, all I ever do is get mad when I do. Invariably, another woman has made a list which consists of: Wear a skirt.  Put your hair up.  Don't wear pants. Wear hosiery.  Wear makeup, but not too much (you'll look aggressive/slutty/frivolous/stupid) or too little (you'll look dowdy and no one likes a sexless spinster).  Wear enough make up so you look "put together" or "polished" and above all else, "natural."  Wear heels, but not too high because that's slutty and not too short because that's dowdy. Look attractive and soft but not too soft because you have to look serious and above all, don't look "manly" because the death of your career is some man thinking you are too aggressive.  Make sure you look "feminine." Don't look trendy but don't dress dowdy either.

Who has time for that?  Not me.

For women attorneys, there's a lot more to consider with respect to our appearance, and there is no one foolproof suit we can wear that works for any situation.  So, I start every day with a review of who I'm going to interact with and how.  When in doubt, I go for the more conservative clothes, hair and makeup.  For shoes (my favorite part), in addition to the above considerations, I think about comfort and whether or not I can wear them all day if that is on the agenda.

In the end, I think women attorneys have an advantage here, however subtle.

My advice is this:  use it.

Julie






*I loved Judge Foster to pieces and the point of this post is not to run him down in any way.  He was a great jurist and attorney, and a good, decent human being. So please do not judge him by this one anecdote.  He always did what he thought was the right thing, even when it wasn't popular or easy. He once found a couple suffering from AIDS guilty of cultivating marijuana (which back then was used to alleviate the side effects of the medications) and rejected their defense of medical necessity.  He withheld adjudication, and sentenced them to one year of unsupervised probation and 500 hours of community service only to be discharged by rendering "care, comfort and concern to each other."  The sum of Judge Foster's character was made of way more than this one off the cuff comment he made to me in the Fall of 1994.

Copyright 2013 Julie Ann Sombathy All Rights Reserved


Thursday, September 26, 2013

Filing a Caveat in Florida Probate: What is it and Why do I need it?


A caveat is a pleading which any interested person (creditor, heir, or other party who meets the definition under Fla. Stat. Ch. 731.201(23)) may file with the Probate Clerk in the county in which the deceased resided. The purpose of a caveat is to put the world on notice of your particular interest in the estate, and to make anyone trying to open the estate serve you with notice first before anything happens.

For example, in the case of Smokey Susan, we filed a caveat in order to keep Melanie from opening Joe's estate without our knowledge.  When Melanie did file her petition seeking to be personal representative, the rules required her to serve Susan with formal notice.  The service of formal notice gave Susan 20 days to respond.  Thus, we answered the petition and filed our own pleadings, thereby framing the dispute up for the court and preventing Melanie from seizing control of Joe's estate. Without the caveat, we would have been entitled to notice (to Susan as the natural guardian of Tami), but given Melanie's prior misrepresentations to the funeral home regarding Joe's lack of living relatives, there is a good chance we would not have received notice.   We would have been left with the unenviable task of checking the clerk's website daily to see if Melanie had opened the estate, and we would have had to go through an entire additional set of pleadings just to get our interest before the court.

A caveat is a great way to make sure that you know when a probate is filed.  Many times, a parent will die and a dispute will arise between siblings.  Generally, one of the siblings will have control of the parent's will, and has had access to the parent's finances up until the death, but refuses to share the information with the other children.  There is a method to force the person in control of the will to file it with the clerk of court (look for that information in my next post), but if there's no reason to do so and you just want to make sure a probate does not happen without your knowledge, a caveat is your best bet. Not only does it serve your purposes well, the filing fee is relatively inexpensive and the cost of preparing a caveat should be minimal.



Julie



Copyright 2013 Julie Ann Sombathy All Rights Reserved

Tuesday, September 24, 2013

Your Funeral: Who Gets to Direct the Details

Last week I shared the story of an old client, Smokey Susan.  Susan originally came to see me because the funeral home would not let her direct the disposition of her ex-husband's remains since there was another person claiming that right, and no clear winner to the dispute.

Susan really had no claim to any right to bury Joe:  they weren't married, and the fact that she was the mother of Joe's only child (a minor) was not very persuasive.  If no one else had claimed the right to direct disposition, Susan would have been okay.  The problem was Melanie's claim that under Joe's will, she had the right to make disposition decisions.

How could the dispute over what to do with Joe's remains have been resolved? The best way to avoid a problem at the funeral home is to execute an Appointment of Agent to Dispose of Bodily Remains.  In this document, you can name an agent as well as a successor agent.  You can also be as detailed or as nonspecific as you choose.

For example, I have clients who have very specific wishes with respect to burial versus cremation.  Along those same lines, many clients have very specific wishes with respect to their place of burial, or the treatment of their ashes.

You can also outline the type of service, if any, you want held in addition to other details.  As examples, I will share excerpts out of two of my favorite "directives":

I.     "I am to be buried in the family plot at the farm in Alabama, in the space between my mother and grandfather and I am to be dressed in the blue silk kimono my second husband brought me back from the War."

II.    "I do not want any type of service at the funeral home, or viewing.  Please bury me next to my wife, and have the preacher give a graveside service for family only.  On the following Saturday night, host a night in my honor at American Veterans Lodge # and open a $500 tab for my friends."

Both of these people are gone now, and their agents did as instructed.

I strongly recommend this document for couples when their children are a "Brady Bunch" or if their children fight and argue.  Often, deep resentments surface after the death of a loved one, and for some reason it starts at the funeral home.  I've had many a phone call from a distressed widow or widower who has found out at the funeral home that the stepchildren have very different ideas about where their deceased parent should be buried.  The strangest one was the case where the deceased had divorced the mother of the stepchildren 30 years prior, but the stepchildren wanted him buried next to their deceased mother (his ex-wife of 30 years) her rather than his current wife of 20 years!

Another way to avoid this situation is to purchase a prepaid funeral plan.  This allows you to decide many of the details in advance, and pay for it.

Many people think that an instruction in their will regarding their burial will suffice, and fifty years ago this was true;  however, the will has to be admitted to probate and the personal representative appointed before the personal representative has the legal authority to carry out your wishes.  Consider the time involved in finding an attorney, an appointment, preparation of the pleadings, and waiting on the court to enter an order and issue Letters of Administration. Even in the best of times, you could be facing a delay of 2-4 weeks, and that is only if everyone involved is on the same page.  If there is a dispute about the will, or there is no will and a dispute among the heirs about who should serve as personal representative, the delay could be months in duration. That's a long time to wait.


Julie






Copyright 2013 Julie Ann Sombathy All Rights Reserved



Monday, July 2, 2012

Thoughts on Billing: E-Mails are Conversations

Abe Lincoln said "A lawyer's time and advice are his stock in trade."   


This concept is not any more complex than that:  my time and my knowledge are what I have to sell you, that's my "inventory."  


I've recently had a client communicate with me almost entirely in emails, over the course of several months.  Long emails.  Emails with attachments.  Emails to my assistant marked for me.  I've also had long phone conversations with this client, written letters for this client, etc.  Now, said client feels that reading and replying to those emails should not have been invoiced.  


If I represent you and we have a conversation about your case, you will eventually get a bill for that conversation.  What's a conversation?  A phone call, email, text messages, or an actual IRL face to face chat.  All of these are billable.  If you send me an email, that is like calling me or sitting in my office and talking to me.  The only difference is that you chose to send an email because it was more convenient for you, or it just seemed like the thing to do at the time.  Sending my assistant emails for me to read count as well.  Sending emails to "be put in my file" count too.  Why? Because down the road, you'll blame me if I don't know what was in that email and it won't matter to you that you didn't want to pay me to read it way back when. Been there, done that, got the t-shirt.  Nothing goes in my file unless I have read it.  Period, full stop.


There are firms out there that churn their files, having several attorneys working the case, all of them reading everything and billing the bejeezus out of the client.  That's not my style.  But, I do expect to be paid for my time, ALL of it.  Would anyone really respect me if I didn't?  


Julie


NB:  Obviously, this post does not address all of the many facets
of billing on an hourly basis, or pro bono work, or when the time
clock gets turned on and off in a conversation. It also doesn't address 
engagement letters and such.  This is a rant, on a specific incident, not 
a treatise on billing.  


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Copyright 2012 Julie Ann Sombathy All Rights Reserved



Wednesday, February 8, 2012

How do I find a probate attorney in Florida?

Someone you know has died and their estate must be probated. Or, you are unsure if there is anything you must do now that your spouse has died, so you begin the process of finding an attorney to advise you. How do you find an attorney who is best suited to assist you?

Probate is an area of practice that requires experience and knowledge in a combination of several areas of law such as real property, inheritance, intestate and testate succession laws, and elder law. In addition, a working knowledge and understanding of federal estate tax laws is a must for any decent probate practitioner. If your case will involve a dispute between beneficiaries or heirs, or a will contest, your chosen attorney should also be well versed in civil litigation.

The phone book is the last place you should look to find a probate attorney.   Ask your friends, your boss, or any other person whose opinion you value.  Call the clerk of the probate court at the county courthouse where you intend to file the probate. The clerk will usually give you a list of names of the attorneys the clerk sees day in, day out. Or, if your county’s court files are online, search the probate cases and look for frequently recurring names as the Petitioner’s attorney. Check the prospective attorney’s discipline record by performing a Member Search on the Florida Bar's website.

Next, schedule a consult appointment with your top choice. Usually, there is a minimal charge for a consult, and sometimes this is waived if you hire the attorney to do the probate.  Ask up front if you need to use a credit card to pay the consult fee because some offices only accept cash or checks.  Make sure to note your appointment time and date, and if you have a problem and need to reschedule, don't wait until the last second to do so, that is just rude and inconsiderate.

Abraham Lincoln practiced
law for over 25 years
Don't expect to speak to the attorney until your appointment time.  As Abe Lincoln said "A lawyer's time and advice are his stock in trade."  Expecting legal advice over the phone is unrealistic and unfair.  Look at it this way:  it is like going through the drive through and ordering a burger and fries, getting the food, and making an appointment to come back in a week to pay for it.  Who does that?  No one.

Honest Abe Rocking
the Doctor Who
And the lawyer does not owe you anything just because they are a lawyer.  Law school was not exactly fun, and most of us are still paying for it.  If you are calling an attorney that makes so much money he should be happy to give you free advice, what are you doing?  There are plenty of good attorneys in every town who charge reasonable fees for their services.  Why are you calling the most expensive one in town anyway?  If you are, then you can probably afford to pay!  Ah, the never ending paradox.

Once you make an appointment, try to make the most of it by coming prepared with as much information as possible.  Your attorney needs this information to determine the type of probate to file and when to file it, as well as a myriad of other decisions that influence the direction you and your attorney ultimately decide to take.


I think what most people want when they come to see me for a probate, more than anything else, is a sense of resolution, of purpose and direction.  A goal, if you will. The death of someone you know well enough to need to probate their estate is never pleasant, and the practical aftermath can be a confusing morass of legal jargon and paperwork.  Unfamiliar paperwork is never fun to deal with, even in the best of times. So arm yourself with information. This is my Checklist.

Make a list of questions. Go through all of the questions on your list with the attorney until you understand the answer to all of them. Most attorneys will “interview” you about the deceased's assets and liabilities, and testamentary documents (like a will or a trust) as a way to assess the type of probate required. This is why it is important to come to the consultation prepared; the more information you have with you, the better informed your attorney will be and an informed decision is rarely a bad thing.

Ask for a basic explanation of the process and what to expect along the way. Make sure you completely understand the attorney's fee structure, when and how the fee will be paid, and what expenses to expect and when/how those will be paid.

Pay attention to the office, the staff, and the general atmosphere if your appointment is in person. If you are doing business over the phone, the staff should already have prepared you for how the consult will be conducted. Either way, if the office is a mess, the staff is surly, or you just don't feel comfortable with the lawyer, pay the consult fee and keep looking.

Julie
My Website


Copyright 2012 Julie Ann Sombathy All Rights Reserved