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Summary - the Utah State Bar

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“GROUP” SERVICES<br />

Fall Forum, Summer & Spring Conventions<br />

onventions provide opportunities for lawyers to network in<br />

congenial, social and informal settings to renew friendships;<br />

to learn and to facilitate <strong>the</strong> administration of justice, foster<br />

professionalism and engender a collective identity through<br />

familiarity with fellow professionals. These events provide unique<br />

seminars and speakers, educate lawyers about issues facing <strong>the</strong><br />

<strong>Bar</strong>, <strong>the</strong> profession and <strong>the</strong> judiciary, permit interaction with<br />

judges, and are budgeted to break even.<br />

Events were coordinated by <strong>the</strong> Fall Forum Committee (S. Grace<br />

Acosta and Virginia L. Sudbury, Co-chairs), <strong>the</strong> Summer Convention<br />

Committee (Deanna D. Sabey and Doug S. Haymore, Co-chairs),<br />

and <strong>the</strong> Spring Convention Committee (J. Greg Hardman, Chair).<br />

2010 Summer Convention 2010 Fall Forum 2011 Spring Convention<br />

in Sun Valley, Idaho: in Salt Lake City: in St. George:<br />

353 lawyers 507 lawyers 438 lawyers<br />

16 CLE hours 8.5 CLE hours 9.0 CLE hours<br />

Member Benefit Programs<br />

he Group Benefits department works with numerous<br />

companies to provide a list of goods and services to <strong>Utah</strong><br />

<strong>State</strong> <strong>Bar</strong> lawyers and <strong>the</strong> legal community. The <strong>Bar</strong> has negotiated<br />

group benefit discounts with 32 different partners, including free<br />

legal research through Casemaker, free professional counseling<br />

through Blomquist Hale Consulting and peer-to-peer assistance<br />

through Lawyers Helping Lawyers. The <strong>Bar</strong> was able to add<br />

affordable group medical insurance to <strong>the</strong> list of benefits. The<br />

Member Resource Committee (Mat<strong>the</strong>w L. Anderson, Chair)<br />

meets regularly to review and promote benefits. A link to group<br />

benefits is available at www.utahbar.org/members/ .<br />

Committee Support –<br />

Unrelated to O<strong>the</strong>r Programs<br />

tand-alone committees have been charged to provide professional<br />

leadership and study of issues. A listing of all <strong>Bar</strong> committees can<br />

be found at www.utahbar.org/directories/committee_chairs.html.<br />

Section & Division Support<br />

taff provides support services to 33 Sections and 2 Divisions<br />

which are independent and financially self-sustaining.<br />

Activities include section meetings, CLE luncheons, social events,<br />

dues collection, general administrative and financial services, email<br />

and newsletter communications, and <strong>the</strong> maintenance of websites<br />

and blogs. A listing of all <strong>Bar</strong> sections and divisions can be found<br />

at www.utahbar.org/sections/Welcome.html.<br />

Communications Programs<br />

he <strong>Bar</strong> provides information on professional issues, law office<br />

management, legal education and law related opportunities.<br />

The <strong>Utah</strong> <strong>Bar</strong> Journal, which was published six times this past year<br />

by <strong>the</strong> <strong>Bar</strong> Journal Committee (William D. Holyoak, Chair) was<br />

provided to members. In addition a current and interactive web<br />

site, monthly E-bulletins, regular mailings, posters, banners,<br />

convention and seminars and surveys kept members and public<br />

informed. Access to past e-bulletins and issues of <strong>the</strong> <strong>Bar</strong> Journal<br />

can be found at www.utahbar.org/barjournal/.<br />

PUBLIC SERVICES<br />

Access to Justice Programs<br />

C I D<br />

T T<br />

S<br />

S<br />

<strong>Bar</strong> Convention Attendance<br />

600<br />

500<br />

400<br />

300<br />

200<br />

100<br />

0<br />

2010 2010 2011<br />

Summer Fall Forum Spring<br />

Convention Convention<br />

n 2010, <strong>the</strong> <strong>Bar</strong> continued to place habeas corpus cases referred<br />

by <strong>the</strong> Courts. The <strong>Bar</strong> also participated in <strong>the</strong> activities of <strong>the</strong><br />

statewide Access to Justice Council. The Pro Bono Department<br />

continued to place cases for <strong>the</strong> active duty military on a full and<br />

limited representation basis, as well as habeas corpus cases. Needs<br />

of <strong>the</strong> Elderly Program initiated by <strong>the</strong> Elder Law Section and<br />

aimed to provide legal advice to seniors at <strong>the</strong> Senior Centers in<br />

Salt Lake County became sustainable and has an ongoing support<br />

of <strong>the</strong> <strong>Bar</strong>. Three free CLE events were conducted to train and<br />

provide a pool of volunteers. Department also handled a busy<br />

phone line referring public to <strong>the</strong> pro and low bono legal services<br />

available for underprivileged population in <strong>Utah</strong>.<br />

The Disaster Legal Response Committee (Ed P. Rutan, Chair)<br />

continues to organize pro bono legal assistance to victims in <strong>the</strong><br />

event of a disaster in <strong>Utah</strong>. The Committee has been active in<br />

developing strategy and organizing materials within <strong>the</strong> topic.<br />

Toge<strong>the</strong>r with <strong>the</strong> <strong>Utah</strong> Legal Services, <strong>the</strong> Pro Bono Initiative of<br />

<strong>the</strong> S.J. Quinney College of Law and <strong>the</strong> Self-Help Center of <strong>the</strong><br />

<strong>Utah</strong> <strong>State</strong> Courts, a Pro Bono Committee was formed in May<br />

2011 to plan for a National Pro Bono Celebration that includes<br />

free pro bono CLE events, recognition of volunteers, public film<br />

screenings and a launch of <strong>the</strong> Consumer Law Clinic.<br />

Among o<strong>the</strong>r initiatives is recruitment of corporate counsels to<br />

practice pro bono. Overall, <strong>the</strong> Pro Bono Department continued to<br />

focus on its mission to recruit, retain and recognize pro bono lawyers.<br />

Fund for Client Protection<br />

hirty-two cases were filed with <strong>the</strong> <strong>Utah</strong> <strong>State</strong> <strong>Bar</strong> Fund for<br />

Client Protection, during <strong>the</strong> 2010-2011 fiscal year. The Fund<br />

for Client Protection Committee (Hon. David R. Hamilton, Chair)<br />

conducted Fifty-Eight hearings during <strong>the</strong> year. One Claimant<br />

withdrew <strong>the</strong>ir claim prior to <strong>the</strong> hearing and thus was dismissed.<br />

Twenty-six case awards totaling $69,799 were approved by <strong>the</strong><br />

<strong>Utah</strong> <strong>Bar</strong> Commission and paid out to claimants.<br />

The Fund for Client Protection Committee heard Twenty-nine cases<br />

against Mr. Mat<strong>the</strong>w T. Graff. These as well as twenty o<strong>the</strong>r Graff<br />

cases are still pending <strong>Bar</strong> Commission approval and total over<br />

$400,000. Twenty-three cases that have been filed during <strong>the</strong> fiscal<br />

year are pending hearings. The combined claimed amount is $138,239.<br />

The <strong>Bar</strong> Commission reviewed all of <strong>the</strong> Fund for Client Protection<br />

rules and made recommendations to <strong>the</strong> <strong>Utah</strong> Supreme Court via<br />

petition. After a public comment period and careful review, <strong>the</strong><br />

Court adopted a number of changes to <strong>the</strong> rules to better address<br />

catastrophic losses resulting from <strong>the</strong> conduct of one attorney.<br />

Unauthorized Practice of Law Committee<br />

uring <strong>the</strong> 2010 – 2011 fiscal year, <strong>the</strong> Unauthorized<br />

Practice of Law Committee (Dan R. Larsen, Chair) and<br />

staff received 103 complaints. The Committee is actively investigating<br />

16 cases; 2 of which <strong>the</strong> <strong>Bar</strong> Commission has authorized for civil<br />

litigation. The o<strong>the</strong>r of those 2 cases has also been referred to <strong>the</strong><br />

<strong>Utah</strong> Attorney General’s Office of Investigation for communications<br />

fraud. Every complaint was thoroughly investigated by <strong>the</strong> Committee.<br />

Of <strong>the</strong> 87 closed complaints:<br />

21 cases were determined not to be <strong>the</strong><br />

unauthorized practice of law;<br />

5 alleged UPL violators signed a Cease & Desist Agreement;<br />

10 cases were closed because <strong>the</strong> <strong>Bar</strong> was<br />

unable to complete <strong>the</strong> investigation;<br />

12 cases were closed by o<strong>the</strong>r means;<br />

23 cases were transferred to <strong>the</strong><br />

Office of Professional Conduct;<br />

2 cases were referred to <strong>the</strong> <strong>Bar</strong>’s<br />

Consumer Assistance Program;<br />

3 cases were closed with a letter of caution;<br />

1 case was closed involving a fictitious military<br />

attorney/judge due to lack of jurisdiction and no victim;<br />

3 cases were transferred to <strong>the</strong> <strong>Utah</strong> Attorney<br />

General’s Office regarding immigration matters;<br />

2 cases, <strong>the</strong> <strong>Bar</strong> received a permanent<br />

civil injunction against <strong>the</strong> violator and an award<br />

of attorneys’ fees and costs;<br />

3 cases were referred to <strong>the</strong> complainant<br />

because <strong>the</strong> matter was being litigated;<br />

1 case was referred to <strong>the</strong><br />

<strong>Utah</strong> Attorney General’s Office and <strong>the</strong><br />

<strong>Utah</strong> Division of Securities for investigation of fraud; and<br />

1 case was dismissed in <strong>the</strong> Tribal Court<br />

as a “frivolous lawsuit.”<br />

The 16 current cases which are being investigated<br />

involve matters ranging from mortgage<br />

loan modification/foreclosure defense scams;<br />

estate planning by non-attorneys; immigration/notario<br />

scams; elder abuse; landlord/tenant dispute scenarios;<br />

to matters involving communications fraud.<br />

6 <strong>Summary</strong> of <strong>Utah</strong> <strong>State</strong> <strong>Bar</strong> Operations 2010–2011 <strong>Summary</strong> of <strong>Utah</strong> <strong>State</strong> <strong>Bar</strong> Operations 2010–2011 7<br />

T

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