Spring 2015 Forum

The Philadelphia Association of Paralegals

Promoting Excellence In Skills & Ability Since 1973

PTHEHILADELPHIA
FORUM

Spring 2015 - Vol. 15 Issue 1

1

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2 | Spring 2015 - vol. 15.1

2015 PAP SPONSORS

The Philadelphia Association of Paralegals would like to express our sincere appreciation to our returning
and new sponsors:

PLATINUM

Heaven Sent Legal Services* - www.heavensentlegal.com
Love Court Reporting** - www.lovecourtreporting.com

GOLD

CED Technologies - www.cedtechnologies.com
Kaplan Leaman & Wolfe - www.klwreporters.com

Peirce College - www.peirce.edu
The Legal Intelligencer - www.thelegalintelligencer.com

Veritext Legal Solutions** - www.veritext.com
Zanaras Reporting & Video - www.zanaras.com

BRONZE

Registered Agent Solutions Inc. (RASI) - www.rasi.com

LAW FIRM SPONSOR

Pepper Hamilton LLP - www.pepperlaw.com

To our members and readers: Please consider supporting PAP sponsors first -- and rotating them --
whenever possible. Don’t forget to tell them you’re a PAP member. Please also keep our sponsors in mind
for referrals to your friends.

*Steven Rosner and Brendan McGinley are our contacts. Heaven Sent sponsored our 2Q luncheon.
**Jeff Love and Heather McDonald are our contacts. Love sponsored our 2015 inaugural scholarship in honor of Mary L.
Creekmore at the 1Q luncheon and will also sponsor this year’s pro bono award, for the third year in a row.
NOTE: Love Court Reporting is now a Veritext Company.

3 | Spring 2015 - vol. 15.1

THE PHILADELPHIA FORUM
A QUARTERLY PUBLICATION BY
THE PHILADELPHIA ASSOCIATION OF PARALEGALS

Spring 2015 | Volume 15 – Issue 1

President’s Message | 5
Message from the Editors | 7
2015 1Q Luncheon Photos | 8
eDiscovery Fuels Paralegal Industry | 11
Happy Anniversary MCPA | 13
PAP Conference Focuses on Ethical Aspects for Paralegals | 14
Are Volunteer Background Checks a Requirement for Nonprofits? | 17
Paralegals Play Integral Role in Handling Photographs | 20
2015 Mary L. Creekmore Memorial Scholarship Winner | 23
Justice Alito Lauds his Mentor at CCP Becker Award Ceremony | 26
Be Proactive - Resolving Medicare Liens | 29

Editors: Erica Silverman; Judy Stouffer, RP®
Proofreaders: 2015 PAP Board
Photographers: Andrew Ludewig, MTI Photography, unless otherwise credited - www.mtiphotography.com
Graphic Design Services: Andrew Ludewig/Kaytalin Platt, Modern Moth Media - www.modernmothmedia.com
Articles and Letters to the Editor are welcome and can be sent to [email protected]. Articles printed in The Philadelphia Forum
express the opinions of the individual authors and do not necessarily represent the formal position of PAP. All materials are subject to editorial re-
vision and may be rejected for lack of space. We cannot accept anything that contains political or outdated information. If submitting copyrighted
material, please include approval for PAP to reprint the item via formal language from the entity holding the copyright.
Any errors or omissions in The Philadelphia Forum should be reported as soon as possible to [email protected]. We apologize in
advance for any errors.

4 | Spring 2015 - vol. 15.1

STATE OF THE UNION
A/K/A PRESIDENT’S MESSAGE

Vivian Luckiewicz, RP®, Pa.C.P., NJCP

Ah, Spring. Flowers are blooming, birds are chirping and PAP is
embarking on an exciting 42nd year. We couldn’t have gotten this
far without the loyal support of our amazing sponsors. This year,
Jeff Love and Heaven Sent are at the top of our list with Platinum
Sponsorships, and Veritext, Peirce College and Kaplan Leaman &
Wolf taking the Gold. Thanks to each of you for renewing your
partnerships with us.

We also welcome our newest Gold Sponsors: The Legal
Intelligencer, who will be providing members with notices of
upcoming events in the oldest law journal in the United States;
Zanaras Court Reporting, another well-respected court reporting
agency based in Philly; and CED Technologies, forensic
engineers for litigation, product development and accident
reconstruction. In addition, we welcome Registered Agent
Solutions Incorporated (a/k/a RASI) in the Bronze category as a
new PAP sponsor.

Sponsors fund our scholarships and defray event costs so that
we can keep member costs as low as possible. Their support also
allows us to remain involved with our state and national affiliates.
Please reach out to our sponsors first for legal service needs, and
be sure to recommend them to your colleagues and friends.

The annual NFPA convention will be held in Hawaii this
October, where flora and fauna make it seem like Spring year-
round. For those of you who won’t be able to join us there, we
will be sure to keep you updated here.

5 | Spring 2015 - vol. 15.1

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FROM THE EDITORS

Erica Silverman and Judy Stouffer, RP®

We are excited to present our first issue as co-editors of the 2015
newsletter. We’ve had the expert assistance of Andrew Ludewig from
Modern Moth Media with layout and graphic design (Andrew has
been serving as PAP’s photographer since our 40th Anniversary in
September 2013 – see
www.philaparalegals.com/newsevent.php?meid=3 and www.
mtiphotography.com) and are eager to know what you think about
the current format. We’ve done our best to enhance this publication
by making it an even better professional resource for you as well as
providing a peek at past events.

Keep in mind that PAP’s current events are communicated via our
weekly e-mail blast, “PAP Happenings,” and through our website and
social media accounts (LinkedIn, Facebook and/or Twitter). Also, all
members should also be receiving NFPA’s “News You Can Use” weekly.
If you are not receiving either weekly publication, please send an
e-mail to [email protected].

This issue features the winning essay of the first Mary L. Creekmore
Memorial Scholarship winner, Diana Kirkland, and an excellent
interview on the state of our profession with former PAP president,
Lisa Ricchezza. We also covered the Montgomery County Paralegal
Association 15th Anniversary and Community College of
Philadelphia’s Becker Award.

Please let us know what you think – or submit articles - by dropping
us a line at [email protected]. In the meantime, happy
reading!

SAVE THE DATE:
Our annual education conference will be held on

Friday, October 23, 2015 at PBI.

7 | Spring 2015 - vol. 15.1

2015 1Q LUNCHEON PHOTOS

Andrew Ludewig, MTI Photography
www.mtiphotography.com

Our first quarterly luncheon of was held at DelFrisco’s® on January 13, 2015. The Philadelphia Bar Association 2015 Chan-
cellor, Albert Dandridge, kept the tradition of swearing in the newly elected PAP Board. The luncheon also featured the
awarding of the inaugural Mary L. Creekmore Memorial Scholarship, presented to Diana Kirkland (Peirce) courtesy of
Mary’s co-executors, Glenn Bennett and Kim DiStasio, who were also in attendance. The scholarship was graciously spon-
sored by Jeff Love, Love Court Reporting.

2015 President, Vivian Luckiewicz 2015 Philadelphia Bar Association Chancellor,
Albert S. Dandridge, III

Former Board Members, Kirsten Fullerton 2015 Board with Chancellor Albert Dandridge
(also a past president) and Adena Tuckman Sherin (Missing are Lyndora Patterson Tiller
and Valerie Wilus)
Jeff Love, who offered some touching memories of Mary
8 | Spring 2015 - vol. 15.1 Additional photos are available at:
https://mtiphotography.smugmug.com/Events/
Philadelphia-Association-of-Pa/2015-Lun-
cheons/2015-2nd-Quarterly-Luncheon/

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10 | Spring 2015 - vol. 15.1

EDISCOVERY FUELS PARALEGAL INDUSTRY

Erica Silverman

Philadelphia – eDiscovery is shaping the way litigators practice example, Litigation paralegals are expanding into eDiscovery,
law. Many forecasted these tech tools would replace hardworking, trial and appellate specialists. Real Estate paralegals are becoming
savvy paralegals, relegating the profession a dying industry. The title and survey specialists.
forecast was wrong.
2) According to the U.S. Department of Labor, Bureau of Labor
The paralegal profession is growing, reports the U.S. Labor Statistics, paralegal and litigation support jobs are expected to
Department. Paralegals have joined this developing area by grow 17 percent through the year 2022, and add another 46,200
understanding the importance of technology and learning how industry job openings in the United States through the same year
to handle complex data. Law firms rely on paralegals to manage http://www.bls.gov/ooh/Legal/Paralegals-and-legal-assistants.htm.
massive electronic databases, essential to the discovery process.
As paralegals become increasingly dedicated in their fields, the Is the paralegal industry is growing?
industry is growing fast. Yes, but not in the traditional roles. Every facet of law is utilizing
technology to streamline practice. The more computer savvy
Electronic discovery (eDiscovery or e-Discovery) refers to paralegals become, the more avenues are opening for them
discovery in litigation or government investigations which deals within the legal profession. Knowledge of MS Office Excel and
with the exchange of information in electronic format. The PowerPoint through custom designed proprietary software are
nitty-gritty of forensic data collection requires paralegal and places for paralegals to grow skills and add value to the legal
IT expertise in addition to attorneys navigating the litigation practice.
process. Each of these tech tools, whether it is predictive coding,
electronic chronologies or electronic binders, requires technical 3) How is eDiscovery affecting the paralegal industry, and the
skill and substantive case knowledge that create opportunities for practice of law? Is it growing or eliminating paralegal jobs?
paralegals to grow their careers. eDiscovery is the biggest and fastest moving growth area in
litigation. Paralegals can join this growing area by understanding
“While the demand for eDiscovery talent is predicted to remain the technology and learning the complex area of handling data.
the same for most organizations in 2015, on average, 30% of There is a real need for people who can master this technology.
firms, vendors and corporations intend to grow their practice Non-lawyers are poised to make a huge contribution in this ever
groups. As a whole, corporations are predicting the biggest evolving area.
increased demand for Analysts, Paralegals, eDiscovery Attorneys,
and Consultants,” according to a 2014 Cowen Group report. And 4) What is the newest eDiscovery tool for paralegals?
some law firms are developing separate, in-house eDiscovery I am not sure what the newest is, but Relativity is the latest
departments to maximize profit. darling of the industry.

Lisa Ricchezza, Firm Wide Paralegal Administrator at Dechert 5) Which fields of law are hiring more paralegals and which fields
LLP in Philadelphia, recently shared her thoughts with The are shedding them? For example, it seems like paralegal positions
Philadelphia Forum. Lisa boasts a nearly 30-year career at in Health Effects are increasing, while other areas of Com Lit are
Dechert, one of the City’s top firms. She also served as PAP’s decreasing.
president from 1987-1988.
Litigation hiring for traditional paralegal roles has been on a
1) What are the recent trends in the paralegal industry? roller coaster over the last several years. The technologically
Paralegals are becoming more specialized in their practice groups savvy litigation paralegal can find more opportunities across all
than any time in the past. Within each practice group, paralegals practice areas. The real growth areas are Intellectual Property,
are handling niche areas that require specialized knowledge. For Corporate & Securities, Estates & Trusts and Real Estate. IP, hand

11 | Spring 2015 - vol. 15.1

12 | Spring 2015 - vol. 15.1

in hand with technology, is a growing practice area. The other
three areas have group of baby boomers are coming to retirement
years and there will be lots of opportunities opening up in the
near future.
Erica Silverman is a paralegal in the Philadelphia office of Pepper
Hamilton LLP and a member of the firm’s Health Effects Litigation
Practice Group. She previously worked in Jerusalem, West Bank
and Gaza as a reporter for the UN news agency, IRIN.

HAPPY ANNIVERSARY MCPA

Congratulations to our colleagues and friends at the Montgomery County Paralegal Association, who celebrated their 15th Anniversary
at a Crystal Gala held at the William Penn Inn, Gwynedd, Pennsylvania on January 15, 2015. Harry Reichner, M.A., who is serving his
first term on PAP’s Board of Directors and is the immediate past chair of the Keystone Alliance of Paralegal Associations, was warmly
recognized for his outstanding service to MCPA as their longtime Vice President. NFPA’s current president, Lisa Vessels, RP®, CP, FRP,
was also in attendance.

Harry Reichner with MCPA President, Tracey Barnes
(photo courtesy of MCPA)

MCPA’s 2015 Board of Directors, being sworn in by The Honorable Steven
Tolliver, MCPA CCP (photo courtesy of MCPA)

13 | Spring 2015 - vol. 15.1

PAP CONFERENCE FOCUSES ON
ETHICAL ASPECTS FOR PARALEGALS

Lyndora Patterson Tiller

Reprinted with permission from the 11/20/2014 publication of The Legal Intelligencer. © 2014 ALM Media Properties, LLC. Further dupli-
cation without permission is prohibited. All rights reserved.

Paralegals can certainly attend continuing legal education communication, fees, confidentiality, conflicts of interest,
opportunities through a variety of institutions including the duties to former clients, respect for rights of third persons,
Pennsylvania Bar Institute (PBI) as well as the Philadelphia Bar unauthorized practice of law, misconduct, etc. The Model Code
Association, which provide year-round CLE classes. However, of Ethics and Professional Responsibility and Model Disciplinary
most CLE classes tend to concentrate on strengthening a Rules speak to the same or similar topics, such as competence,
particular skill set or developing knowledge in a specific area of integrity, conduct, confidentiality, conflicts of interest and
law. The Philadelphia Association of Paralegals (PAP) Annual unauthorized practice of law—all of which focus on ethical
Education Conference, however, offers a selection of 16 different considerations. The bottom line is paralegals are held to similar
continuing education sessions, thus appealing to every paralegal ethical standards to which attorneys are held.
experience level and encompassing almost every area of law,
including ethics. There were various sessions offered at the PAP Education
Conference this year that touched upon ethical aspects
“Formal paralegal education generally improves the legal services concerning paralegals and the law. For example, the immigration
rendered by lawyers employing paralegals and provides a more session presented by Wendy Castor Hess, “The Ethics of It All:
satisfying professional atmosphere in which paralegals may Hot Topics in Immigration Law,” discussed the ethical role of
work. ... The benefits to both the law practice and the paralegals paralegals where foreign nationals are concerned when providing
is consistent with the lawyer’s own responsibility to maintain them with support and/or services. It was noted how important
professional competence under Model Rule 1.1,” according to it is not to mislead foreign nationals where their filings are
Guideline 10 of the American Bar Association Model Guidelines concerned. It is critical that an immigration paralegal ensures
for the Utilization of Paralegal Services. The participation in that all aspects of their matter is relayed in such a way that the
continuing legal education in the area of ethics by a paralegal is foreign national has a clear understanding of the services that
important at all experience levels—whether an entry, midlevel or will be provided and ensure ethical standards are being met.
senior paralegal.
The corporate session, “The Anatomy of a Standard Contract,”
The theme of this year’s PAP Education Conference was “The presented by Rachel Branson, provided the attendees with
Ethical Paralegal.” As attorneys are governed by the American the basics of drafting contracts. It is important to note the
Bar Association’s Model Rules and Pennsylvania Rules, paralegals ethical responsibility a paralegal has when drafting a contract.
are governed by the Model Code of Ethics and Professional A paralegal must ensure that all information relayed in the
Responsibility and Model Disciplinary Rules, which were contract is exactly what was agreed upon between the parties.
adopted by the National Federation of Paralegal Associations Inc. It is the paralegal’s duty to not use confidential information to
(NFPA) in May 1993 and April 1997, respectively. The NFPA is a the disadvantage of the client. (See NFPA Model Code of Ethics
professional organization composed of paralegal associations and and Professional Responsibility and Guidelines for Enforcement
individual paralegals throughout the United States and Canada. EC-1.5(b).) Drafting contracts can be time-consuming. However,
A paralegal must be cognizant of ethical duties at all times. a paralegal must be accurate when completing the timekeeping
This knowledge can be fostered by participating in continuing and billing records for the client. The billing records should be
educational opportunities to stay abreast of recent updates in explicit in the duties performed and honest in the reporting.
case law, ethical opinions, as well as rule changes. Ultimately, all contracts must be reviewed and approved by the
supervising attorney at the law firm, government agency or
The ABA’s Model Rules address topics such as competence, corporation.

14 | Spring 2015 - vol. 15.1

The legal writing session, “Clear, Concise Writing in the Law Responsibility as well as the Model Disciplinary Rules. This
Office,” presented by Nicholas Staffieri, provided suggestions knowledge will assist a paralegal tremendously in handling
to attendees on writing focusing upon the theme of clear everyday ethical dilemmas in the workplace. PAP recognizes
understanding. Staffieri also provided examples to the attendees the importance of ethics in the paralegal field and strives to
regarding poorly worded or misinterpreted sentences. This include ethics sessions as a standard at our annual education
uncertainty in emails or formal writing may lead to potential conference. When paralegal professionals attend the PAP
ethical dilemmas in the workplace. Education Conference, they not only experience a great sense of
pride from expanding their knowledge in the legal field, but also
The estates and trusts session, “Fiduciary Litigation” presented by strengthening their understanding of ethical
Ryan Gager, focused on the disputes that can arise in connection
with a will, trust, power of attorney, etc. where someone is Read more: http://www.thelegalintelligencer.com/
responsible for managing and distributing money and/or property id=1202676902088/PAP-Conference-Focuses-on-Ethical-
that is to benefit someone else. When a paralegal is working Aspects-for-Paralegals#ixzz3YSrWqgwP
on any matter, he or she must avoid conflicts of interest. These
conflicts may arise from family relationships as well as personal Lyndora Patterson Tiller is a senior paralegal specialist with
and business interests. This is especially important in this area Independence Blue Cross. She was the first African-American
of family law. If a conflict is identified, it is the responsibility of a president of The Philadelphia Association of Paralegals, serving
paralegal to immediately advise the supervising attorney so that a from 2008-09, and has chaired the education committee for many
decision can be rendered as to whether a paralegal can continue years. She is currently second vice president and co-chair of the
working on the matter. professional development committee.

The formal ethics session, “The Three R’s of Ethics” was presented TECHNOLOGY TIP:
by Valerie Wilus, (a former past president of PAP and former
secretary and director of operations for the NFPA). This History books will most likely dub this era as the Information
session focused on three key components for every paralegal— Age or Technology Age. The “App” Age isn’t catchy, but it may
responsibility, rules and reality. Paralegals were provided with best describe some of the most helpful tools today.
thought-provoking questions and hypothetical situations in the If you haven’t checked out Evernote yet, it’s well worth
working environment. If an attorney acts unethically, he or she your time. Evernote -- https://evernote.com/ -- is available
can be reported to the disciplinary board. Similarly, if a paralegal for free on Macs, PCs, iOS and Android devices. Evernote
acts unethically, he or she may be subject to an investigation by allows you to take and edit notes, populating to all registered
the Disciplinary Committee. devices. You can also speak your notes or record events (with
permission, of course!)
Finally, PAP was honored to have U.S. District Judge C. Darnell
Jones II of the Eastern District of Pennsylvania as its luncheon SOCIAL MEDIA TIP:
keynote speaker. Jones was sworn in as a judge of the U.S. District
Court for the Eastern District of Pennsylvania by President Any time you post something on social media or a listserv,
George W. Bush in 2008. Prior to that position, he served as you’re earning a reputation for reliability and accuracy. If
president judge of the Court of Common Pleas for the First you’re sloppy with grammar, punctuation and spelling or
Judicial District of Pennsylvania. Jones is also a well-known asking a dumb question, it’s out there for the world to see and
professor and author. It goes without saying that Jones has a judge. If you’re not sure about something you want to post,
wealth of information and knowledge and shared some of his check with a friend first.
experiences in the field with the attendees, including recent trends
in the field concerning paralegals and social media.

Paralegals in every aspect of law and every experience level need
to be mindful of the Model Code of Ethics and Professional

15 | Spring 2015 - vol. 15.1

Bad Design
is Like a

Half-Baked Cake:

NOT READY

Are You?

modernmothmedia.com

16 | Spring 2015 - vol. 15.1

ARE VOLUNTEER BACKGROUND CHECKS A
REQUIREMENT FOR NONPROFITS?

Vivian Luckiewicz

Reprinted with permission from the 12/18/2014 publication of The Legal Intelligencer.
© 2014 ALM Media Properties, LLC. Further duplication without permission is prohibited. All rights reserved.

As most of you are aware, The Philadelphia Association of resign over an organization’s newly instituted screening policy
Paralegals (PAP) is a volunteer nonprofit organization. The and new volunteer recruits might abandon their application
officers, directors and committee chairs of PAP devote countless rather than submit to screening. The common objections to
hours to the association each year because they strongly background screening are privacy and security of personal
support its mission of promoting the paralegal profession and information. Volunteers also feel that screening creates an
encouraging individual excellence in skills and abilities through atmosphere of doubt or suspicion. If a longtime volunteer is
networking and education. Like most nonprofit organizations, suddenly told that he must submit to fingerprinting, he may
the association operates on a shoestring budget and would have get the impression that he is being accused of a crime since
to fold without the help of devoted volunteers. fingerprinting is most often associated with an arrest.

Having to depend on volunteers puts nonprofit organizations A background check can range from verification of one’s Social
such as PAP in a difficult situation. Every organization wants Security number to a detailed account of one’s friends and family.
the best volunteers for their group but society today can be The scope of the screening will depend largely on the volunteer
frightening. It’s not unusual to read news reports with horror job involved. Almost certainly, a volunteer background check will
stories about people in trusted positions who abused their include a criminal history check. It could also include a search
power and harmed children or took advantage of the elderly. of various abuse registries, a credit history report, employment
Unfortunately, not all volunteers are concerned citizens who history, Department of Motor Vehicles check, reference check,
want to help and have that sincere desire to give back to the civil court actions, etc. All background screening involves
community. In today’s security-conscious climate, nonprofit gathering personal information about an individual. Such
organizations are faced with a growing challenge—how to personal data includes your name, address, telephone number,
properly weed out those with ulterior motives without alienating present and past addresses, and Social Security number. It is easy
dedicated privacy-conscious volunteers. to understand why, in these days of identity theft, volunteers
might be reluctant to release this information since it is common
Nonprofit organizations need to screen its volunteers for sense to protect your personal information.
many of the same reasons that employers conduct background
checks. The goal is to verify identity and avoid problems Volunteers might also question the amount and kinds of
before they arise, especially those that could result from an information covered in the background check. For example,
undisclosed criminal history or past sexually-related offenses. should an organization routinely ask its volunteers to agree to
There are no specific laws that would mandate a nonprofit a credit check when the job does not require money handling?
organization to screen its volunteers, but many find background Data security is another major concern, and volunteers have a
screening prudent. Just like businesses, nonprofit organizations legitimate right to know that personal information will be secure
must respond to the needs and fears of its members. Every and who will have access to the information.
organization wants to maintain the trust of its members,
sponsors and supporters. Without that, the organization could To find out whether a volunteer applicant has a criminal past,
lose funding or even risk a lawsuit for negligent selection of a a nonprofit organization may be able to access state and federal
volunteer. criminal history repositories on its own. Some jurisdictions make
criminal and civil court records available through the court’s
Some volunteers, though, are passionately opposed to website. Organizations may also employ professional background
background screening. Longtime volunteers may choose to screening companies. And let’s not forget that a great deal of

17 | Spring 2015 - vol. 15.1

personal information is available through the Internet. Just accessible to all current and prospective volunteers. Nonprofit
Google a person’s name and you’ll surely find some information organizations should also adopt a privacy and data security
available online. A look at Facebook or LinkedIn pages may policy that includes privacy principles such as openness, use
also reveal information about a person’s character and personal limitation, purpose specification, etc.
habits.
Organizations and volunteers alike must keep in mind
There are also numerous websites offering to do background that times have changed. One cannot simply show up at an
checks on anyone, for a price. Many of these sites sell criminal organization’s door and offer your free time for a cause that you
history records with no regard to the privacy protections feel is important. Like it or not, background screening is here
included in the Fair Credit Reporting Act (FCRA) adhered to to stay. On the flip side, privacy and security of one’s personal
by professional, regulated background screening companies. information are legitimate concerns for volunteers. Plus,
Naturally, the data quality, accuracy and completeness of background screening reports may include personal data about
information obtained from such unregulated sources may vary your life that you would not normally share with others. It is a
widely. difficult balance for organizations and those who want to serve as
volunteers, but the process can be accomplished with the proper
Above all, nonprofit organizations should avoid the “do it procedures in place.
yourself ” Internet search route as this process violates the first
rule of privacy: lack of notice and consent. Prospective volunteers Read more: http://www.thelegalintelligencer.com/
are right to consider such methods more like snooping than id=1202709020311/Are-Volunteer-Background-Checks-a-
legitimate screening. Proper notice should include more than Requirement-for-Nonprofits#ixzz3YSqH5k6x
vague, all-inclusive statements about what information the
organization may collect. Instead, proper notice should answer Vivian Luckiewicz is a senior paralegal specialist with
the following questions for the volunteer: Independence Blue Cross. She is also the current president of The
Philadelphia Association of Paralegals.
• What information will be collected for the background
screening? PACE® TIP:

• H ow the information will be collected, e.g., will the Lost your RP®? NFPA is offering a one-time amnesty
organization conduct the search itself or will it use a program to Registered Paralegals who may have let their
commercial screening vendor? renewal lapse. Although the deadline is March 16, 2016,
don’t wait. Visit www.paralegals.org for more info, or contact
• What sources will be consulted for the screening, e.g., state PAP’s Certification Ambassador, Valerie Wilus, RP, Pa.C.P. at
motor vehicle departments, abuse directories, etc.? [email protected].

• What period of time will the screening encompass?
• Will the screening be done once, annually or on a continuing

basis?
• W hat happens if a volunteer declines to authorize screening?

For nonprofit organizations, doing a background check is only PCCE™ TIP:
the first step in this process. An organization needs to have a
plan to decide what it will do if it receives a report that indicates If you took and passed the pilot exam on June 11, 2011,
a criminal history. Some states have laws that mandate who an your second renewal is fast approaching. Online renewals
organization (such as day care centers and nursing homes) can are quick and painless. Visit -- http://www.paralegals.org/
and cannot hire. The organization needs to have a plan on what default.asp?page=60 -- for more information, or click on the
to do with the information before it is received by adopting a “Renew Your Credential” button. Remember that all CLE
volunteer screening policy that clearly states the organization’s certificates must have your name on them.
position and practice for screening volunteers. The policy should
be posted on the organization’s website or otherwise made easily

18 | Spring 2015 - vol. 15.1

19 | Spring 2015 - vol. 15.1

PARALEGALS PLAY INTEGRAL ROLE IN
HANDLING PHOTOGRAPHS

Christine M. Flynn

Reprinted with permission from the 01/22/2015 publication of The Legal Intelligencer. © 2015 ALM Media Properties, LLC. Further dupli-
cation without permission is prohibited. All rights reserved.

A picture is worth a thousand words. Photographs enable individ- liability or damages. For example: Prints showing disabling
uals to express themselves through images as well as document damage to the rear of a motor vehicle or substantial damage
and preserve important moments throughout life. These visual to the roof of a home following improper or incomplete
images safeguard memories, capture feelings and convey stories. repairs.
Photographs depict a variety of emotions, including joy, pain,
fear, anger and sadness. Digital cameras, tablets and cellphones • Residual injuries: Scarring resulting from surgery, cuts,
simplify our ability to instantly record these emotions. In the open wounds or bruises is a visible and often a long-lasting
age of social media, thousands of snapshots are uploaded 24/7 or permanent condition, which can physically and emo-
portraying everything from daily activities to life-changing events. tionally affect a person. Take snapshots or film of scarring
Whether a single print, scrapbook or memory box, these illus- early and often as a suit progresses to document the course
trations document life and hold our feelings, emotions and body of healing or any changing appearance of a scar. If possible,
language in time. obtain photographs from prior to the accident for compari-
son purposes.
In personal injury and medical malpractice actions, the documen-
tation of a particular event, illustration or injury via photographs • Accident scene: Pictures of an accident scene depict
may impact a case. These pictures allow a fact-finder to visualize location, position of vehicles, open or obvious conditions,
the nature of an accident, view injuries and foster a connection to weather conditions or may highlight dangerous or hazard-
a client. This connection knows no age, language or time barri- ous conditions such as tree limbs or bushes obscuring street
er. Instead, digital images serve to convey a glimpse of emotion signs. Photographs of an accident scene are an essential ele-
attached to a particular situation or event. The use of photographs ment in providing a visual understanding of the mechanics
in suits may serve as a valuable and effective tool in impressing of a case involving liability disputes or damage issues, such
upon a judge or jury the violent nature of a crash or the serious- as claims for bodily injury.
ness of physical, emotional or financial damages.
• Products: A key component in products liability cases is
The preservation and use of evidence such as photographs in preservation of evidence. However, while it may be relative-
personal injury cases serves a multitude of purposes, including: ly simple to preserve items such as small medical devices or
(1) maximizing value of a case; (2) enhancing settlement negoti- toys, it may prove difficult to preserve or store larger items
ations; (3) displaying injuries and damages; and (4) bolstering an such as machinery or tires. A photograph of a faulty or
effective trial presentation. The task of taking, collecting and cata- defective product, in its original state, along with packaging,
loging digital images may be assigned to a paralegal. Below is a list receipts and warranties are particularly helpful. Addition-
of areas where photographs may play an integral role in preparing ally, include warnings and accompanying literature. These
and presenting a strong, compelling case: illustrations might be used in supporting claims for manu-
facturing or design defects as well as insufficient warnings.
• Property damage: Damage to real or personal proper-
ty serves as supporting evidence with respect to serious A good paralegal will also remember to verify whether any sur-
injuries or damages following an event. Images depicting veillance cameras exist at or near an accident scene. Browse local
this damage may be useful in assisting a fact-finder (such as businesses, intersections or commercial parking lots for surveil-
a judge or mediator) with respect to a particular ruling on lance footage or still images. Images or angles from an indepen-

20 | Spring 2015 - vol. 15.1

dent camera can prove invaluable to a case. It may be necessary to standard at all times. Immediately raise any issues or requests
secure subpoenas for release of these surveillance tapes or images. from third parties concerning duplication or production of imag-
Discuss this issue with the supervising attorney or legal team. es with your supervising attorney.

The use of photographs is certainly not limited to mediation, Photographs, used in conjunction with other evidence, lay the
settlement or the trial phase of a lawsuit. Instead, photographs groundwork to a solid case. It is important for a paralegal to
are used in various facets of litigation, including investigation collect and preserve every possible photograph early on, note
and discovery, e.g., reviewing the exact location of an accident proper identification, maintain updated logs and discuss any
during a client intake, meetings with fact or expert witnesses or authentication issues with the supervising attorney or legal team.
cross-examination of a party or witness. Therefore, images should Photographs serve as influential evidence used to outline liability,
be maintained in a chronological, organized fashion during the note the major impact of an incident upon the life of a client, and
course of an entire case. The illustrations must be readily available to educate the fact-finder on damage
with a log containing notations as to source, file name/number, as
well as time/date stamp. The date feature can be applied via time- Read more: http://www.thelegalintelligencer.com/
stamp on a camera, cellphone, or even a handwritten notation id=1202715739011/Paralegals-Play-Integral-Role-in-Han-
on the back of the photograph. Also, retain color images in both dling-Photographs#ixzz3YSprGm9l
paper file and digital format.
Christine M. Flynn is a litigation paralegal with the personal injury
The admissibility of images varies, depending upon the circum- firm of Haggerty, Goldberg, Schleifer & Kupersmith in Philadelphia.
stance and intent for which a photograph is offered. Some objec- She has more than 24 years of experience in the field. Flynn is the
tions may include: (1) foundation, (2) prejudice or (3) relevance. past president of The Philadelphia Association of Paralegals and
Similarly, local rules, statutes and case law regarding admissibility currently serves as board adviser and director of membership.
of photographs (including authentication) also vary from juris-
diction to jurisdiction. Photographs should be produced timely in KEYSTONE ALLIANCE TIP:
accordance with scheduling orders or court-imposed deadlines.
Any issues regarding admissibility of prints must be discussed Although Pa.C.P. renewals are biannual, those who have
with the supervising attorney. Also, conduct a meeting with the obtained the credential are expected to remain in good
supervising attorney or legal team to streamline identification of standing with a Keystone Alliance member association each
pictures, necessary enlargements and the need for authentica- year. While individual membership to the Alliance an option,
tion. This meeting will allow counsel to discuss and resolve any the cost is far greater than joining a local association.
potential issues or objections and permit sufficient time for filing
motions in limine, as necessary.

A paralegal must be cognizant of ethical implications and con- PRO BONO-COMMUNITY SERVICE TIP:
fidentiality with respect to handling, storage and production of
photographs. These pictures may contain sensitive images and Pro Bono Net -- http://www.probono.net/ -- is the ABA’s
should be held in a sealed, labeled envelope within a file. Also, comprehensive guide to national pro bono opportunities. You
do not post images with status updates regarding a lawsuit on the can narrow searches by county and those just for paralegals.
Internet or social media that may later be misinterpreted or mis-
construed. These postings on social media websites, chat rooms VolunteerMatch -- http://www.volunteermatch.org/ --
or blogs may be monitored, accessed and later used as evidence features community service opportunities in major cities
in legal proceedings. For example, do not post property damage across the U.S., including Philadelphia, with 75,000+
photographs noting, “Look at this big-time case we are handling.” organizations. Top causes are animals, children, education,
Items you may find innocent or humorous may discredit a client, environment, health, mentoring, homelessness, women,
hinder a settlement, or ultimately have dire consequences for a disaster and hunger. They even offer online volunteer
case. It is imperative for a paralegal to maintain the highest ethical opportunities.

21 | Spring 2015 - vol. 15.1

22 | Spring 2015 - vol. 15.1

2015 MARY L. CREEKMORE MEMORIAL
SCHOLARSHIP WINNER:

Diana Kirkland

When I launch my paralegal career, I plan to apply the ethical
reasoning and professionalism I’ve developed through my work-
study position in the Peirce College Walker Center for Academic
Excellence. Higher education offers many opportunities to exer-
cise ethical evaluation and legal consideration, especially regard-
ing issues related to confidentiality, conflicts of interest and the
unauthorized practice of law (UPL).

In my dual role as both student and work-study employee at
Peirce College, I must be careful not to place myself in situations
where conflicts of interest or breaches of confidentiality could
occur. My employers appreciate the discretion I practice regarding
highly sensitive student information. They trust me and know I
will never breach a confidence. By exercising caution and good
judgment, I am able to avoid and prevent any misuse of my access
to personal and academic records.

photo courtesy of http://bankslaw.com/ Confidentiality is a major aspect of my work-study position
and the legal profession. I regularly encounter sensitive student
Thank you to everyone who applied for the 2015 Mary L. Creek- information related to physical and mental disabilities, academic
more Scholarship. For those of you who never had the privilege probation, grading and finances. When students inquire about
of meeting or knowing Mary, she was a highly accomplished para- this protected information, I refer them to the Family Educational
legal who served as PAP’s president in 2000. Just after her passing Rights and Privacy Act (FERPA) guidelines and to the appropriate
last summer, Mary’s co-executors and loved ones, Glenn Bennett point of contact at the college. Although my present job is not a
and Kim DiStasio, generously offered $2,000 for the inaugural paralegal role, I am required to apply ethics, professional respon-
scholarship. sibility and discretion on a daily basis.

Diana Kirkland is accomplished in her own right. It’s no surprise I understand the challenges faced by paralegals working under the
that, just prior to the awarding of her scholarship, she was hired supervision of attorneys because of the gray areas relative to the
by Banks Law, a local firm practicing in the areas of Workers’ law and the confusion that may arise when considering UPL. For
Compensation, Social Security Disability, Veterans Benefits and example, at the office one day, my supervising attorney calls and
Long Term Disability. Congratulations to Diana on your contin- asks me for information regarding the deadline of a specific case.
ued achievements! I tell my supervisor that the deadline is today and that the motion
has to be filed within the next hour. My supervising attorney tells
Here is the winning essay: me to sign my name to it and file it. This is clearly unethical. I am
As a senior paralegal student at Peirce College, one of the first a paralegal, not an attorney. I cannot sign legal documents. Only
things I learned through my studies is that the paralegal profes- the attorney can do this.
sion is built upon a foundation of ethics, professional responsibil-
ity, high standards and education. Maintaining a very high grade
point average at Peirce College is one way that I demonstrate my
commitment to preparing for a paralegal career and becoming
knowledgeable regarding the law.

23 | Spring 2015 - vol. 15.1

There are always consequences when a supervising attorney puts have had the benefit of receiving enthusiastic support from full-
him/herself, his/her paralegal and the client in this type of situa- fledged members. It’s an honor and a pleasure to participate in
tion. Communication is very important considering that, normal- PAP.
ly, the paralegal is responsible for ensuring that deadlines are met;
however, it is also the attorney’s responsibility to communicate I’ve been asked and have offered to volunteer for symposiums. I
with and keep the paralegal informed. A paralegal has to know have attended luncheons and have witnessed PAP’s commitment
when to draw the line and when to ask for assistance for those to keeping paralegals well-informed of legal matters through
confusing gray areas of law. the continuing legal education (CLE) process. Career guidance,
including detailed accounts from PAP members about paralegal
Another situation one may encounter is taking a call from a client roles and responsibilities has been a major advantage of my PAP
asking for specific information about a case such as, “Should I membership. Some members work for civil litigation firms and
settle out of court or go to trial?” My response would be, “Good real estate law firms while others are employed in family law
Morning, my name is Diana Kirkland and I am a paralegal. Please firms. Regardless of the particular job we have as paralegals, what
accept my apologies, but I am not allowed to provide answers matters most is that we are the best at what we do! Ethics involves
to questions that require application of the law. I will refer your avoiding conflicts of interest, confidentiality violations and UPL
question to the attorney and he/she will follow up with you as by being vigilant and informed about the law.
soon as possible.”
Personal balance and good judgment also play a big role in de-
Telling a person you are a paralegal often opens up the door for cision making. Avoiding problematic situations in the first place
legal questions. However, as a paralegal, my highest goal is to can save you from a difficult dilemma. For example, gambling or
ethically, competently, morally and efficiently assist my supervis- drug habits may corrupt an otherwise highly functioning legal
ing attorney in the delivery of legal services to the public. Being a professional. Using the job to fund an out of control habit or
paralegal does not give me the right to provide legal information avoiding the legal consequences of those actions jeopardizes the
to people just because I know the answer. Paralegals work so integrity of the profession. If I encountered this type of situation, I
closely with attorneys that it is often said paralegals have more would offer support and resources to the affected individual. If my
knowledge of the law than the attorney because we do all of the efforts did not resolve the problem, I would talk to my supervis-
research. However, being a great paralegal means learning how to ing attorney. If it was my supervising attorney who was engaging
stay within the boundaries of our professional roles and adhering in this type of behavior, I would inform my office manager and
to the law. Only a practicing attorney can deliver legal advice. let management handle it. As a paralegal and coworker, it is not
Paralegals must know the ethical rules that attorneys are bound by about accusations, but maintaining the highest standards possible
and understand how these rules apply to us. Ethics and Profes- for the firm.
sional Responsibility entail various forms of commitment. These
include, but are not limited to: (1) excellence; (2) integrity and Another unethical practice for paralegals to engage in is over-
honor; (3) personal balance; (4) common sense; (5) good judg- billing for time. This is considered billing abuse. It involves a
ment; (6) communication; (7) professionalism; (8) reliability; (9) paralegal inflating the time spent on client matters that are billed
dependability; and (10) accuracy and efficiency. These principles hourly. This is highly unethical and a matter of common sense. In
are at the core of the paralegal profession and are what Mary the course of paralegal work, one is required to bill hourly for his/
L. Creekmore believed in and displayed through her work as a her time. Clients put their faith and trust in legal professionals to
paralegal. be honest and forthcoming. The reason that paralegals are even
in existence is to offset the fees paid by clients because attorney
Excellence not only applies in the work I will perform in the hourly rates are very expensive. I would not engage in this type of
future as a paralegal, it applies right now! Maintaining a standard behavior nor would I let another paralegal do so if I were aware of
of excellence by using my skills and knowledge to function in a any fraudulent billing. Reporting this to my supervising attorney
diligent and ethical manner is what makes me a great worker now or the lead paralegal in order to keep the firm in good standing
and will continue to flourish in my paralegal career. As a student would be my course of action.
member of The Philadelphia Association of Paralegals (PAP), I

24 | Spring 2015 - vol. 15.1

U2n5titled|-1 S1pring 2015 - vol. 15.1 2/19/2015 8:20:21 PM

Paralegals must apply good judgment. Accepting an excessive relied upon to produce quality work. However, the supervising
workload that cannot be competently managed is unethical and attorney is expected to review our work to prevent paralegals
unprofessional. Being a paralegal means that we should have high from engaging in UPL. If my supervising attorney got to the point
standards regarding the quality of our work. We need to assess where he/she was not checking my work on a regular basis, I
our capabilities because we are relied upon to complete the as- would respectfully communicate this to him/her so that the firm
signments efficiently, skillfully and correctly. Submitting incorrect could benefit from the attorney’s expertise.
work product makes the supervising attorney and firm look in-
competent and may have harmful, legal consequences. If I were in Being an awesome paralegal is my goal! I know that life brings
a situation where too many attorneys assigned me too much work, forth challenges and issues where I, as a paralegal, could be put in
I would update my supervising attorney, lead paralegal and/or awkward and unethically ambiguous situations. It is my respon-
my coworkers and ask for assistance. I wouldn’t just take it upon sibility to know how to handle them both skillfully and profes-
myself to try to do everything myself, especially being new to the sionally. Paralegals must be aware of those gray areas pertaining
paralegal workforce. to the law. We must uphold ourselves to the highest standards
in ethics, professional responsibility and education. This is still
I know that paralegals sometimes do work without the close Mary L. Creekmore’s persistent accomplishment and her enduring
monitoring of an attorney. This is because paralegals are highly intention for all paralegals.
competent individuals, with high standards, who can always be

JUSTICE ALITO LAUDS HIS MENTOR AT
CCP BECKER AWARD CEREMONY

Jane Breslin Jacobs, Esquire

Judge Becker’s dedication to public service and his son, Charles
“Chip” Becker, an attorney with Kline & Specter. Charles treated
the crowd of students, alumni, attorneys and judges with stories
of his dad speaking about a really smart new judge named “Sam”
who came on the bench and impressed him with his knowledge
of the law.

photo courtesy of Community College of Philadelphia Attorney Daniel McElhatton remembered Judge Becker for
being a “regular guy” who took the Market-Frankford El to work
U.S. Supreme Court Associate Justice Samuel Alito, Jr. was hon- every day and was a vital member of the Northeast Philadelphia
ored at the annual Becker awards luncheon on January 15, 2015 community where he lived with his family for his entire life.
at Community College of Philadelphia. The award was named Justice Alito echoed that perspective when he highlighted the five
for Judge Edward R. Becker, who served on the U.S. Court of characteristics that showcased Judge Becker’s lifetime career as a
Appeals for the Third Circuit for 25 years. Alito served with jurist and human being:
Becker on the Philadelphia-based U.S. Court of Appeals for the
Third Circuit and was sworn in as a Supreme Court justice three • Having a connection to where you live
months before Becker died in 2006. • Reaching out to a diverse group of people
• Being concerned for issues faced by “real people” in your
Justice Alito was preceded at the podium by Mayor Michael Nut-
ter and CCP President Donald “Guy” Generals, who mentioned community
• A n optimistic attitude that each one of us can effect change

when needed
• Striving for excellence in our personal and public lives

26 | Spring 2015 - vol. 15.1

The award ceremony and luncheon, sponsored by the Fox Roth- PROFESSIONAL DEVELOPMENT TIP:
schild Center for Law and Society at the college, made a consid-
erable impression on the students attending, including paralegal Robert Half® offers a free salary guide for legal profession-
student Indiana Crousset, who works as bilingual paralegal while als, updated annually. See http://www.roberthalf.com legal/
attending school. She noted: “A lot of people take Community the-2015-legal-salary-guide.
College for granted, but it’s a pleasure and an honor to have a
Supreme Court justice here.” Zachary Mentzer, a Web editor for ENVIRONMENTAL AWARENESS TIP:
the student newspaper, said only a visit from the President of the
United States could possibly have surpassed an appearance by a Although we have some great local donation opportunities
justice serving in the U.S. Supreme Court. locally, such as Career Wardrobe -- http://careerwardrobe.
org/donate/clothing-donations/hours-and-locations/ -- for
But perhaps the best recollection of Judge Becker’s legacy was clothes and accessories and Friends of the Free Library
when Attorney Daniel McElhatton stated that he was “much, -- http://libraryfriends.info/donate/books -- for books,
much more and that much more is what we honor today,” since Donation Town -- http://donationtown.org/ -- offers free
he was “of the city, from the city and was the city and the Com- pickup of various items nationwide. See http://donation-
munity College of Philadelphia is just that” as well. town.org/acceptable-donations/.

Jane Breslin Jacobs is an Associate Professor of Paralegal Studies at
Community College of Philadelphia

27 | Spring 2015 - vol. 15.1

When you can’t Technologies Incorporated
afford to be wrong

AREAS OF EXPERTISE

• Biomechanical
• Civil/Structural/Construction
• Consumer Products
• Electrical Engineering
• Environmental Engineering
• Fires / Explosions
• Human Factors
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• OSHA Safety
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• Vehicular
• Premises Liability
• Product Design

To submit a case online visit or scan:

www.cedtechnologies.com

[email protected]

1-800-780-4221Technologies Incorporated
TM

28 | Spring 2015 - vol. 15.1

BE PROACTIVE - RESOLVING MEDICARE LIENS

Michael Monastra, Pa.C.P.

Pursuant to Section 111 of the Medicare, Medicaid, and SCHIP Keep it simple.
Extension Act of 2007 (MMSEA), 42 U.S.C. 1395y (b)(8); a Medicare receives over 3,000 faxes daily and so the importance
Responsible Reporting Agency must submit all injury settlement of simplifying your request is even more necessary than ever. All
information when a claimant is a recipient of Medicare benefits. correspondence to the COB&R should include the beneficiary’s
This regulation can make the process of resolving a Liability claim name, date of injury, date of birth and Medicare number. Over
with Medicare’s representative, the Coordination of Benefits & the years, we have seen several disputes and appeals consisting of
Recovery Contractor (COB&R) a daunting task. A few simple three to four pages in length, including comprehensive treatment,
proactive steps will help personal injury law firms resolve Medi- and arguments with 30+ pages of supporting documentation.
care liens faster and more efficiently. With the overwhelming volume Medicare receives, their analysts
do not have the time or attention span to wade through pages
Request a copy of all insurance cards. of medical bills and records. A simple 1-1.5 page letter with 3-5
We always suggest including a health insurance questionnaire in pages of supporting documentation will suffice. Additionally,
your new client intake packet. Requesting a copy of all insurance we like to underline and circle portions of documents, directing
cards past or present can help avoid unnecessary surprises from Medicare’s representative to the specific information we have
Subrogation vendors during settlement negotiations. Insurance included. You should never send documentation to Medicare with
cards also allow the attorney to know exactly who the insurance information highlighted as their character recognition software
carrier is and how they can be contacted. When reviewing a client will not process the text. This allows the analyst to immediately
intake document, if the claimant is 62 years or older, receives dis- identify our request and the document(s) attached, enabling the
ability benefits or suffers from End Stage Renal Disease (ERSD), quickest response.
it is always a good idea to reach out to Medicare and confirm
eligibility. This can be achieved with a single phone call or letter. Medicare will receive notice of a beneficiary’s settlement. If a file
A motivated approach only takes minutes and can save months in is not established, it will create one. Having a good understand-
the long run. ing of your client’s insurance carriers, establishing a file early and
simplifying your dispute allows for a smoother resolution process
Contact Medicare early. and the opportunity to settle your lawsuit sooner.
Once a client has retained your services, it is best to contact the
Medicare Secondary Payer Recovery Contractor early to establish ESTATES & TRUSTS TIP:
a file. You can start the process via telephone, (855) 798-5892;
written request, NGHP P.O. BOX 138832 Oklahoma City, OK No one wants to think about their own mortality. But, life
73113; or facsimile, (405) 869-3309. Over the past year, with the – and death – happens. Everyone should have, at a mini-
enactment of the Strengthening Medicare and Repaying Taxpay- mum, a will and living will (a/k/a Advanced Health Care
ers Act of 2011 (SMART Act), Medicare’s process has become Directive). And, if you have them, are they up-to-date?
more efficient. Regardless, Medicare may still take up to 65 days
to provide a Conditional Payment Summary. Provide a copy of NFPA® TIP:
your authorization to the COB&R once a file has been established;
authorization may be obtained via either Proof of Representation Consider supporting NFPA while you shop! Ama-
or Consent to Release forms, both available at www.CMS.gov. zon.com contributes to NFPA for purchases made
Acquiring authorization immediately allows your firm to receive through this referral link: http://www.amazon.
a copy of all correspondence mailed by Medicare. Contacting com/b/ref=as_sl_pc_tf_lc?node=668781011&tag=n-
Medicare early provides a Conditional Payment Amount prior to fptheleaofth-20&camp=213277&cre-
entering a negotiation. ative=392753&linkCode=ur1&adid=1YEG7S2MB8Z-
VEWBHR34T&&ref-refURL=http%3A%2F%2Fwww.
paralegals.org%2F.

29 | Spring 2015 - vol. 15.1

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30 | Spring 2015 - vol. 15.1

The Philadelphia Association of Paralegals 1973 - 2013

A Charter Member of the National Federation of Paralegal Associations
P.O. Box 59198, Philadelphia, PA 19102-9198

www.philaparalegals.com
[email protected]

board of Directors - Officers Assistant Secretary MEMBERS AT LARGE
President Lisa Dean Theresa Coger, Pa.C.P.
Vivian Luckiewicz, RP®, Pa.C.P. Treasurer Christine Flynn
1st Vice President Karen Daemer, Pa.C.P. Victor Panieczko, CRP™, Pa.C.P.
Andrea Yannuzzi Assistant Treasurer Harry Reichner, M.A.
2nd Vice President Mary Lou O’Connell, RP® Valerie Wilus, RP®, Pa.C.P.
Lyndora Patterson Tiller Board Advisor
Secretary Judy Stouffer, RP®
Desiree Purvenas-Hayes, RP®

Committee* Chairs Member Services
Bankruptcy Mary Lou O’Connell, RP® | 215.732.9424
Kathryn Dunne | 215.241.3556 Military Outreach
Education Lisa Dean | 215.575.2957
Lyndora Patterson Tiller | 215.241.3556 Desiree Purvenas-Hayes, RP® | 215.575.2957
Environmental Awareness Newsletter
Judy Stouffer, RP® | 215.790.8800 Erica Silverman | 215.981.4048
Estates & Trusts Judy Stouffer, RP® | 215.790.8800
Karen Daemer, Pa.C.P. | 215.972.7848 NFPA®
Kathy Massimo, Pa.C.P. | 215.972.1971 Primary - Vivian Luckiewicz, RP®, Pa.C.P. | 215.241.4442
Historian Secondary - Valerie Wilus, RP®, Pa.C.P. | 215.665.4746
Lyndora Patterson Tiller | 215.241.3556 Paralegal Certification Ambassador
Immigration Valerie Wilus, RP®, Pa.C.P. | 215.665.4746
Raisa Sanchez | 267.307.0238 Pro Bono - Community Service
In-House Practice Lisa Dean | 215.575.2957
Tamika Way | 215.569.0284 Desiree Purvenas-Hayes, RP® | 215.575.2957
Intellectual Property Professional Development
Loretta Nocella | 215.851.8421 Christine Flynn | 267.350.6615
Job Bank Lyndora Patterson Tiller | 215.241.3556
Christine Flynn | 267.350.6615 Public Relations - Marketing
Keystone Alliance Theresa Coger, Pa.C.P. | 215.701.9677
Primary - Harry Reichner, M.A. | 215.655.4746 Real Estate
Secondary - Theresa Coger, Pa.C.P. | 215.701.9677 Harry Reichner, M.A. | 215.655.4746
Legal Intelligencer Social Media - Website
Christine Flynn | 267.350.6615 Vivian Luckiewicz, RP®, Pa.C.P. | 215.241.4442
Litigation Technology
Christine Flynn | 267.350.6615 Victor Panieczko, CRP, Pa.C.P. | 215.587.5674

*Committees Open for Leadership: Corporate, Family Law, Programs

31 | Spring 2015 - vol. 15.1

E-DiscovEry anD
LiTiGaTion sUPPorT

soLUTions For GrowinG Law Firms

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