February 22, 2013 - Oregon State Bar

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$P:\CLEPUB\Books\Disciplinary Board Reporter ... - Oregon State Bar$

$P:\CLEPUB\Books\Disciplinary Board Reporter ... - Oregon State Bar$

2012 ‐ 107 Lopez, Jennifer Luna McBride, Jason 9,500.00 9,500.00 Angus 2012 ‐ 108 Vazquez, Froylan Marquez McBride, Jason 5,000.00 5,000.00 2012 ‐ 109 De Jesus Garibay, Maria McBride, Jason 1,500.00 1,500.00 Atwood 2012 ‐ 110 Melchor, Dolores Velazquez McBride, Jason 5,000.00 5,000.00 Angus 2012 ‐ 111 Dawson, Marlene McBride, Jason 3,000.00 3,000.00 Angus 2012 ‐ 112 Rangel, Ever Alexis Gruetter, Bryan 8,190.66 8,190.66 Bennett 2012 ‐ 113 Cervantes Garcia, Juan Manual McBride, Jason 5,500.00 5,500.00 2012 ‐ 114 Estrada, Sonia E McBride, Jason 5,000.00 5,000.00 Atwood 2012 ‐ 115 Manriquez, Maria Luz McBride, Jason 4,900.00 4,900.00 Eggert 2012 ‐ 116 Estate of Samuel Bartow Jr Handy, Paul 50,000.00 50,000.00 Reinecke 2013 ‐ 1 New, Earl Lawrence Gatti, Daniel 85,000.00 50,000.00 Davis 2013 ‐ 2 Steidley, James J Goff, Daniel 40,000.00 40,000.00 Davis 2013 ‐ 3 Domingues, Abimael Moreno McBride, Jason 5,000.00 5,000.00 Monson 2013 ‐ 4 Bispham, Lorrain Elizabeth Kleen, Jerry Miller 2013 ‐ 5 Mays, Craig A (Cascade Aluminum Inc) Ginsler, Brace William 1,100.00 1,100.00 Reinecke 2013 ‐ 6 Power, Jody Groh, Phillip 4,000.00 4,000.00 Angus 2013 ‐ 7 Olvera, Jose Alvarado McBride, Jason 5,100.00 5,100.00 Angus 2013 ‐ 8 Andrade, Elsa McBride, Jason 4,300.00 4,300.00 Brown 2013 ‐ 9 Delhorno Duran, Jose Carmen McBride, Jason 3,850.00 3,850.00 Calderon 2013 ‐ 10 Mercado, Francisco McBride, Jason 2,500.00 2,500.00 Angus 2013 ‐ 11 Lopez Lopez, Edith S McBride, Jason 4,000.00 4,000.00 Cousineau 2013 ‐ 12 Dial, Fay and Dale McBride, Jason 7,500.00 7,500.00 Davis 2013 ‐ 13 Wright, Jacinta McBride, Jason 2,100.00 2,100.00 Bennett 2013 ‐ 14 Valadez, Pedro McBride, Jason 2,000.00 2,000.00 Angus 2013 ‐ 15 Rivas, Raul Ruiz McBride, Jason 4,300.00 4,300.00 Davis 2013 ‐ 16 Roccasalva, Dominic Giorgio Gruetter, Bryan 13,739.93 13,739.93 Franco 2013 ‐ 17 Elizarraras, Victoria Ysassi McBride, Jason 2,325.00 2,325.00 Kekel 959,360.65 Funds available for claims and indirect costs allocation as of Noveber 2012 l in CSF Account 204,306.00 Fund Excess $ (755,054.65)
OREGON STATE BAR Client Security - 113 For the Eleven Months Ending November 30, 2012 November YTD Budget % of November YTD Change Description 2012 2012 2012 Budget Prior Year Prior Year v Pr Yr REVENUE Interest $132 $3,060 $3,400 90.0% $213 $2,727 12.2% Judgments 420 5,699 6,000 95.0% 385 8,015 -28.9% Membership Fees 945 225,072 226,200 99.5% 675 221,457 1.6% ------------------------- ------------------------- ------------------------- ----------------- ------------------------- ------------------------- ------------------- TOTAL REVENUE 1,497 233,831 235,600 99.2% 1,273 232,199 0.7% ------------------------- ------------------------- ------------------------- ----------------- ------------------------- ------------------------- ------------------- EXPENSES SALARIES & BENEFITS Employee Salaries - Regular 2,159 25,648 27,700 92.6% 2,752 32,007 -19.9% Employee Taxes & Benefits - Reg 858 8,415 10,100 83.3% 872 9,911 -15.1% ------------------------- ------------------------- ------------------------- ----------------- ------------------------- ------------------------- ------------------- TOTAL SALARIES & BENEFITS 3,016 34,063 37,800 90.1% 3,624 41,918 -18.7% ------------------------- ------------------------- ------------------------- ----------------- ------------------------- ------------------------- ------------------- DIRECT PROGRAM Claims 144,533 586,922 200,000 293.5% 93,815 525.6% Collection Fees 46 2,000 2.3% 3,272 -98.6% Committees 250 Pamphlet Production 11 150 7.6% Travel & Expense 2,086 1,400 149.0% ------------------------- ------------------------- ------------------------- ----------------- ------------------------- ------------------------- ------------------- TOTAL DIRECT PROGRAM EXPENSE 144,533 589,066 203,800 289.0% 97,086 506.7% ------------------------- ------------------------- ------------------------- ----------------- ------------------------- ------------------------- ------------------- GENERAL & ADMINISTRATIVE Messenger & Delivery Services 100 Office Supplies 150 Photocopying 150 Postage 37 498 24 167 197.4% Professional Dues 200 200 100.0% Telephone 47 450 10.3% 34 37.2% Training & Education 475 600 79.2% 350 35.7% Staff Travel & Expense 2,116 1,284 -100.0% ------------------------- ------------------------- ------------------------- ----------------- ------------------------- ------------------------- ------------------- TOTAL G & A 37 1,219 3,766 32.4% 24 1,835 -33.6% ------------------------- ------------------------- ------------------------- ----------------- ------------------------- ------------------------- ------------------- TOTAL EXPENSE 147,586 624,348 245,366 254.5% 3,648 140,840 343.3% ------------------------- ------------------------- ------------------------- ------------------------- ------------------------- ------------------- NET REVENUE (EXPENSE) (146,089) (390,517) (9,766) (2,374) 91,359 -527.5% Indirect Cost Allocation 1,119 12,309 13,425 1,079 11,869 3.7% ------------------------- ------------------------- ------------------------- ------------------------- ------------------------- ------------------- NET REV (EXP) AFTER ICA (147,208) (402,826) (23,191) (3,453) 79,490 -606.8% =============== =============== =============== =============== ============ Fund Balance beginning of year 607,132 ------------------------- Ending Fund Balance 204,306 =============== Staff - FTE count .35 .30 .35
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Oregon State Bar Meeting of the Boa
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7. Other Action Items A. Revision o
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OREGON STATE BAR Board of Governors
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BOG Agenda Memo — Executive Direc
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Headcount and Turnover Report Annua
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Responsibilities The DAC’s respon
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BOG Agenda Memo —Ira Zarov CEO PL
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BOG Agenda Memo — Proposed Formal
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of the representation with a person
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the holder of the account asks for
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Board of Governors Agenda — Propo
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Board of Governors Agenda — Propo
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PROPOSED OREGON RPCS 7.1 THROUGH 7.
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Report of the Advertising Task Forc
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attempts to keep members of the pub
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legal circumstances requires that a
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C. From the General to the Specific
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Exhibit A Current Oregon Rules of P
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(c) A lawyer in private practice: (
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Exhibit C Advertising Task Force Pr
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persons who are not known to need l
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2013 ONLD Master Calendar Last upda
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Board of Governors Agenda Memo —D
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Loan Repayment Assistance Program P
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• Report annually to the OSB Acce
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Program participants are advised to
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for a period of six months in the e
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BOG Agenda Memo — CSF Claims Reco
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BOG Agenda Memo — CSF Claim DALRY
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Mr. Dalrymple charged me 2 times fo
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Mr. Dalrymple's Statement on Michae
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Date 23Jun-08 24Jun-08 25-Jun-08 30
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Mr. Dalrymple's Statement on Michae
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BOG Agenda Memo — CSF Claim JORDA
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From: Chris Eggert Date: March 8, 2
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The investigator conducted a teleph
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BOG Agenda Memo —[Click here and
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BOG Agenda Memo — BOG Role in Rei
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Amendments to Reinstatement Rules o
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(i) during the period of the member
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(b) Judgment for Costs; Client Secu
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Subsection 6.103 Reinstatement A fi
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BOG Agenda Memo —[Click here and
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PAC Bar List & Position Tracking BI
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Bill # Relating Clause Bill Descrip
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Bill # Relating Clause Bill Descrip
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January 25, 2013 Charles N Isaak 14
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E. Director of Diversity & Inclusio
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D. Member Services Committee Mr. Ke
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Professional Liability Fund Ira R.
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2013 PLF BUDGET, AND 2013 PRIMARY A
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-1- OREGON STATE BAR PROFESSIONAL L
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-~- OREGON STATE BAR PROFESSIONAL L
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Action Memo To: O56 Board of Govern
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Action Memo To: OSB Board of Govern
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(C) (1) Reductions to Indemniri and
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~eoo s/zo/an; soy spe/w~ (2) A Peti
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address only issues raised in the R
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(C) The results of the evaluation w
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(b) The attorney meets with current
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(h) the attorney is not listed in t
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change during the year and Attorney
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(E) If an attorney is paying his or
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Page 275 and 276: Relax! You’ll Be More Productive
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February 22, 2013 - Oregon State Bar

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