THE CONFERENCE CALL

 

NCBP Names New Secretary, Council Members
by Paul Michael Hassett, NCBP Communications Committee
 

  The annual meeting of the National Conference of Bar Presidents traditionally concludes with a business meeting and, in similar tradition, the last item on the agenda is the report of the nominating committee, recommending officers for the coming year as well as five new members of the executive council. This year's annual meeting in Atlanta was no exception and David S. Houghton, immediate past president of NCBP and chair of the NCBP nominating committee, announced the committee's recommendations. Following the report of the nominating committee, the membership elected by acclamation the new secretary and five new members of the council and installed officers of the NCBP for the 2004-05 year.

Douglas S. Lang of Dallas, Texas, was installed as president of NCBP. He is a past president of the Dallas Bar Association and served on the executive council from 1995 to 1998. He is also a past president of the Metropolitan Bar Caucus. Mr. Lang serves as a Justice on the Texas Court of Appeals, Fifth District.

Lonnie J. Williams Jr. of Phoenix, Arizona, was named president-elect of NCBP and will succeed to the office of president in 2005. Mr. Williams is a past president of the Maricopa County Bar Association and a partner in the Phoenix office of Quarles & Brady Streich Lang LLP, where his practice focuses on civil litigation with an emphasis on employment related matters, tort, banking, and real estate disputes.

Steven R. Sorenson of Ripon, Wisconsin, assumed the office of treasurer. Mr. Sorenson will succeed to the office of president-elect next year and ultimately will serve as NCBP President in 2006. He is a former  president of the State Bar of Wisconsin, has held several other elective offices and served on the bar’s board of governors for several years. He is currently a member of the ABA House of Delegates and a fellow of the American Bar Foundation. Mr. Sorenson is in private practice in Ripon with the Sorenson Law Office.
 

Kay H. Hodge of Boston, Massachusetts, joined the officer ranks as secretary of NCBP. Hodge will succeed to the office of treasurer and president-elect and ultimately will serve as NCBP President in 2007. Ms. Hodge is a past president of the Massachusetts Bar Association and is a partner in the Boston firm of Stoneman, Chandler & Miller, LLP, where she concentrates her practice in management, labor and equal employment matters.

She is a graduate of Boston University and the Boston University School of Law. Ms. Hodge is an active member of the American Bar Association, having served on the Board of Governors from 1996-1999, in the House of Delegates from 1990 to the present, and as the current Massachusetts State Delegate. She has also served in leadership positions on many ABA sections and committees.

Paul T. Moxley of Salt Lake City, Utah, continues on the council as immediate past president. Mr. Moxley, a past president of the Utah State Bar, will chair this year's nominating committee.

Elected to three-year terms on the Council were Richard J. Badolato of Roseland, New Jersey, past president of the Essex County Bar Association and the New Jersey State Bar Association and current chair of the Fellows of the American Bar Foundation; Tom Bolt of St. Thomas, U.S. Virgin Islands, past president of the Virgin Islands Bar Association; Guy N. Harrison of Longview, Texas, past president of the State Bar of Texas; A. Thomas Levin of Mineola, New York, past president of the Nassau County Bar Association and the New York State Bar Association; and Karol Corbin Walker of Newark, New Jersey, past president of the Garden State Bar Association and New Jersey State Bar Association.

Join the NCBP for it's Midyear Meeting in Salt Lake City February 10-11, 2005

Register on-line at: www.abanet.org/midyear/2005
Use the NABE/NCBP/NCBF Form or download a faxable registration form from the same site.

Early Bird Registration & Housing Deadline:
December 10, 2004

Final Registration & Housing Deadline:

January 7, 2005
 

President’s Message
Hon. Douglas S. Lang
 

 
 


 

NATIONAL CONFERENCE OF
BAR PRESIDENTS
2004-2005 Executive Council


Douglas S. Lang, Dallas, TX
President

Lonnie J. Williams Jr., Phoenix, AZ
President-elect

Steven R. Sorenson, Ripon, WI
Treasurer

Kay H. Hodge, Boston, MA
Secretary

Paul T. Moxley, Salt Lake City, UT
Immediate Past President


2005

Herbert Franks, Marengo, IL

Fred D. Gray, Tuskegee, AL

Barbara J. Howard, Cincinnati, OH

Michael H. Rubin, Baton Rouge, LA

Mary T. Torres, Albuquerque, NM
 

2006

C. Joseph Holland, Iowa City, IA

Monty A. McIntyre, San Diego, CA

James P. Nolan, Annapolis, MD

Howard A. Shalowitz, St. Louis, MO

Gloria J. Sturman, Las Vegas, NV
 

2007

Richard J. Badolato, Roseland, NJ

Tom Bolt, St. Thomas, VI

Guy N. Harrison, Longview, TX

A. Thomas Levin, Mineola, NY

Karol Corbin Walker, Newark, NJ
 

Ex Officio


Robert J. Grey Jr., Richmond, VA
President
American Bar Association

Carl D. Smallwood, Columbus, OH
President
Metropolitan Bar Caucus



 

Thank you for the opportunity to serve you, the members of the National Conference of Bar Presidents (NCBP). Through my service in NCBP activities, I have learned that the NCBP is much more than an opportunity to meet with bar leaders a couple of times a year. The NCBP makes a real, positive difference in the legal profession. It cultivates strong relationships between bars across the country and stimulates the creation of bar projects that are based upon the core values of our profession: integrity, honor, and service. We, on the Executive Council of the NCBP, welcome you to be a part of that effort.

Since 1950, the National Conference of Bar Presidents has served state and metropolitan bar associations across the country as a clearinghouse of ideas and projects. "The conference that confers," as NCBP is called, gives incoming presidents and rising bar leaders an opportunity to be immersed in the experience of those who have served bars before them. Scores of us who "used to be" presidents and continue to be "bar junkies" return to the midyear and annual meetings to participate on panels and in other presentations.

When I attended my first NCBP meeting, I was a "white-knuckled" and apprehensive president-elect of the Dallas Bar, and very concerned that I would not have enough innovative ideas for the upcoming bar year. I was calmed by the opportunity to rub elbows with some experienced bar presidents and bar executive directors and take ideas home. What, literally, thousands of bar presidents have found over the last 54 years is that the NCBP provides a lengthy menu of bar projects and ideas that can be taken home and used as you like.

Frankly, the NCBP is a "carry out" service for dynamite bar project ideas. However, it's not just a place to pick up copies of written materials. NCBP deals in concepts and projects that are relevant to current problems that bars face. In the plenary sessions and in the workshops, provocative questions are raised and you will have the opportunity to inquire and comment. The result is a true learning experience. NCBP meetings provide many opportunities to glean experience and "lessons learned" from those who came before. Also, on a personal basis, it is a great way to meet other bar leaders, talk about their experiences, and make another set of lifelong friends.

NCBP President-elect Lonnie Williams and the Program Committee are hard at work assembling programs for the meetings in 2005. You can expect riveting speeches like the uplifting words of Georgia Supreme Court Justice Robert Benham, which we heard in Atlanta. Also, look for workshops which will give you "how to do-it" directions on such topics as projects to serve your bar members, diversity, and revenue issues, among others.

The agenda will be out this fall for our Midyear Meeting in Salt Lake City, February 10-12, 2005. Advance registration materials were recently mailed to current presidents, presidents-elect and immediate past presidents. Watch the NCBP Web site at www.ncbp.org  for more information. Also, do not forget to reserve on your calendar August 4-6, 2005, for the Annual Meeting in Chicago. I look forward to seeing you and wish you the best in your bar!

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2004-2005 NCBP Communications Committee
and The Conference Call Editorial Board

Monty A. McIntyre, Chair, San Diego, CA


Raymond T. (Tom) Elligett, Jr.
Tampa, FL
Fred D. Gray,
Tuskegee, AL
Guy N. Harrison,
Longview, TX
Paul Michael Hassett,
Buffalo, NY

Kimberly Vann, Committee Liaison, Chicago, IL
Beverley M. Ware Member Services Coordinator, Chicago, IL
Pamela E. Robinson, ABA Liaison, Chicago, IL
 

 

 
 
 

NCBF Update
 

   
  This is an era in which it is easy to be overwhelmed by the paper deluge of memoranda, pamphlets, journals and mountains of e-mails as well. We also face an array of organizations seeking our membership and loyalty. In the legal field alone, we have the ABA, state and local bars, regional bars, boutique bars, international bars, and numerous networking organizations.

So it is appropriate to ask why should you pay any attention to the bar foundation in your venue. In the January-February 2004 issue of Bar Leader, Michele Sherpun puts forth the case for the foundation very well: "Raise the visibility of the profession and reinforce the rule of law; create new ways for the legal community to be involved in changing lives for the better; draw attention to the unique legal needs for the country and all the underserved; allow others inside and outside of the legal profession to rally around and invest in the foundation's efforts; and provide access for justice." I believe that bar foundations, with few exceptions, would endorse that mission. But the inevitable challenge is how do we carry it out, particularly how do we improve access to justice and be involved in "changing lives for the better."

My proactive suggestions are: First, foundation board members should be those who have been and want to be actively involved in pro bono policy and projects, are willing to be trained and are ready to accept responsibility.
 

 

 Second, I suggest that foundation missions and projects be primarily attuned to the needs of the community, including those that improve the quality of life for the needy and further access to justice. Eschew pet projects of bar association officers unless they meet that criteria.

Third, collaborate with others in worthwhile endeavors. An example is the City Bar Fund of New York, which collaborated with other foundations and non-governmental organizations, leading to lawyers volunteering 55,000 pro bono hours to families of 9/11 victims. Foundations can indeed address critical needs and they should.

Fourth, the level of lawyer and law firm contributions to foundations is distressingly low and needs to be substantially increased. Of course, one should be wary of allocating another's resources. But as NCBF Past President Dee Miller Siegel said: helping those in need carries "a moral obligation to spend altruistically and wisely." It is an "investment in the future" and is better made "sooner than later."

Jerome J. Shestack, President
National Conference of Bar Foundations

 

NABE  NABE Update

   
 

When you think about it, the essence of a bar association - or any professional organization - is to find out what our members want (or, more importantly, what they need) and give it to them in the most convenient, cost-effective manner. All those high-falutin' marketing and management concepts come down to "give 'em what they want."

In 2003, due to the efforts of then President Tom Tinder, NABE set out to find out what we could do to serve our members better, particularly in the area of programming at our midyear and annual meetings. While evaluations from those meetings had been positive overall - and there was no drop-off in attendance - the NABE Board wanted to make sure that our programming was on the right track.

To that end, we hired a consultant, Jan Cohen, to interview inactive, lapsed, or "never" members of NABE, as well as to conduct focus groups at the San Francisco Annual Meeting with current, active NABE members (NABE Board members also assisted in making the calls). The results of Jan's research validated some of our preconceptions, but upset others. A few of the impressions gathered by Jan include:

Size does matter. There is a real difference between what small and large bar associations need in terms of programming. Programming will have to be specific to the size of the bar association to retain members' interest.


 

 

Money is a huge issue for smaller bars. Strategies that allow them to participate without spending money are necessary if they are to remain members.

People attend NABE meetings more for the networking than for the content.

People really want specific sessions or services that help them with the problems they face.

Technology can assist those members who cannot afford to, or choose not to, attend meetings.

In response to Jan's findings, the NABE Board recently approved a report to "tweak" programming at our meetings. Programming at the midyear meeting will be "nuts and bolts," with even more opportunities for people to talk about issues based on the size of their bar or their job responsibility within the bar. The annual meeting will feature big-name, cutting-edge speakers, and become the showcase event for NABE. The goal is to target our programming to better meet our members' needs, and differentiate between the two meetings so those who can only attend one, have an understanding of each meeting's focus.

If you'd like a copy of Jan's report and/or the NABE Board's response to it, please contact NABE Staff Director Jill Werner at wernerj@staff.abanet.org

 
Anne Fritz, President
National Association of Bar Executives

       
 

2004 NCBP ANNUAL MEETING HIGHLIGHTS
The National Conference of Bar Presidents and Metropolitan Bar Caucus held their annual meetings August 5-7 IN Atlanta. Several of the topics discussed are summarized in this edition of  The Conference Call.

 

Workshop - Encouraging Lawyers to Serve in the Legislature
by Howard A. Shalowitz, NCBP Executive Council

 

 

This workshop focused on the declining number of lawyers in state legislatures across the country and the impact the decline is having on our laws. NCBP Executive Council member James P. Nolan introduced the discussion by pointing out that the percentage of lawyers in the legislature range from a low of 3% in New Hampshire and 4% in North Dakota to a high of only 32% in Massachusetts and Texas. He then introduced the panelists.

South Carolina Bar Assistant Executive Director Leah G. Johnson expressed concern that South Carolina has lawyers comprising only 21% of its legislature with a steady decline in that number. Despite the small number of lawyers, the majority of lawyers serve on key committees such as the respected judiciary committee and the powerful ways and means committee.

One reason lawyers shy away from holding legislative office in South Carolina is that the Tuesday through Thursday legislative session is not conducive to maintaining a law practice. Ms. Johnson noted that the number of lawyers in Congress has also steadily declined over the decade, hovering between 40% to 65%.

Georgia Secretary of State Cathy Cox began by telling of her political heritage (her father, a funeral home director, served 16 years in the House of Representatives in Georgia). Before becoming secretary of state, she served 4 years in the Georgia Legislature. She noted that the decline of lawyer legislators has been dramatic: in 1943, there were 83 lawyer legislators; in 2004, there are 36 lawyer legislators. Some of the decline in numbers may be attributed to the travel time, time away from the office from January through March (sometimes April), and the $16,000 annual salary. While lawyers in the legislature were concerned with the legalities and constitutionality of bills, which were debated and passed, non-lawyer legislators were not so concerned. The non-lawyer legislators would not necessarily respect or listen to lawyers; they were seen as an impediment to passing unconstitutional laws. The feeling among non-lawyer legislators was to pass a bill regardless of its constitutionality and let the Supreme Court strike it down.

The Missouri Bar President William M. Corrigan began by telling of the significant role of lawyers in the proud history of our country's founding.

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Workshop panelists from left to right: Leah G. Johnson, Harry S. Johnson, Cathy Cox and William Corrigan Jr.
 
Of the 56 signers of the Declaration of Independence, 25 were lawyers; and of the 55 delegates to the Constitutional Convention, 31 were lawyers. Using a PowerPoint presentation, Mr. Corrigan noted the nationwide decline in the number of lawyers who serve in state legislatures. Eighteen states have legislatures that are fewer than 13% lawyers. The most common reasons for the decline in Missouri include a $31,300 annual salary, spending Monday through Thursday away from the office and home for 4-1/2 months, and raising at least $300,000 for any chance at winning a state Senate campaign.

Mr. Corrigan’s presentation focused upon three areas: (1) educating the bar and the public on how few lawyers there are in the legislature, (2) reasons why it is important for lawyers to serve in the legislature, and (3) identifying and encouraging lawyers to run for legislative office. Mr. Corrigan explained that ways to educate the bar and the public about this problem include meeting with local and specialty bars, meeting with large and small law firms, holding a law school symposium, holding programs at annual meetings, working with the media and recognizing lawyer-legislators in bar publications.

To date, there are 5 lawyers in the Missouri Senate and 21 lawyers in the state’s House of Representatives. Corrigan noted the most recent statistics of 10 lawyers running for Senate seats and 41 lawyers running for House of Representative seats in the August 3, 2004 Missouri primary election. Of the lawyers who ran, 75% won. Mr. Corrigan reiterated the importance of lawyers in the legislature by stating that "although there may be lawyer bashing in the legislature, when push comes to shove, they respect lawyers and rely on them for guidance."

Maryland State Bar Association Immediate Past President Harry S. Johnson explained the role of the bar in promoting an independent judiciary. Judges do not face a friendly climate when they go before the Maryland legislature for a salary increase. It is  believed that jurists receive a chilly

  reception because they run in contested elections every 15 years and earn an annual salary of $119,000; whereas legislators run every 4 years and earn significantly less than their judicial counterparts.

Mr. Johnson also noted that the Maryland Bar Bulletin highlights lawyer legislators with an insert, profile, and photo. His final point was that local and specialty bar association presidents have more impact with legislators than state bar association presidents because the legislator's constituents live in the district where the local bar and specialty bar associations are situated.

During the question and answer session, Mr. Nolan encouraged inviting legislators to local programs. Mr. Corrigan said that, although political parties have not yet been approached with the idea of encouraging more lawyers to run for legislative office, they should be. Kansas City Metropolitan Bar Association President Jay DeHart spoke about the Missouri Non-partisan Plan and efforts by the Missouri legislature to modify the Plan.

The exceptional moderator and panel of speakers provided an excellent overview of the need for more lawyers in the legislature and gave suggestions on how to achieve increased numbers. This was one of those rare sessions where attendees could walk away with the tools to solve a problem.

 
Contacts:

William Corrigan,314/342-4105,
wcorrigan@armstrongteasdale.com

Cathy Cox, 404/656-2881 sosweb@sos.state.ga.us

Harry S. Johnson,410/347-8700 hjohnson@wtplaw.com

Leah G. Johnson, 803/799-6653
leah.johnson@scbar.org
 
       
 

Plenary - The Multijurisdictional Practice Rule
by C. Joseph Holland, NCBP Executive Council
 

  Multijurisdictional practice continues to be a front-burner topic for state bar associations and the courts. At the NCBP Annual Meeting in Atlanta, Mike Rubin, member of the NCBP Executive Council, moderated a panel that provided an update of where MJP is and where it may be heading.

The panel included Wayne J. Positan, first vice president of the New Jersey State Bar Association and former chair of the ABA Commission on MJP; Gloria Sturman, immediate past president of the State Bar of Nevada and member of the NCBP Executive Council; and David K. Y. Tang of Seattle, managing partner of Preston Gates & Ellis LLP, who chaired a group of ABA Section Chairs formed to review and comment upon the Model Rules as they were developed.

Each of the panelists has had involvement in the MJP debate, either at their state level or at the ABA level. Mike Rubin opened the discussion by noting that MJP affects all lawyers from every practice area and that the panel reflects the perspectives of differing practice areas.

Wayne Positan gave an overview of action by the states since the ABA House of Delegates approved Model Rule 5.5 on MJP. Virtually every state has studied or is studying the issue. Twenty-eight jurisdictions have taken some action. Eleven have adopted Rule 5.5, although with some variation from state to state. The states are acting and the concept of national licensing appears to be a dead end at this point.

Mr. Positan emphasized that Rule 5.5 is a template and variation in some places was expected. Various parts of the Rule generate changes around the country. For example, in New Jersey the language relating to "temporary" practice was a concern. New Jersey substituted "occasional" for temporary in the text of its version of 5.5.

Registration of corporate counsel, making those temporary or occasional appearances, is a matter of some controversy. Registration is not only a way to monitor ethics compliance, but also a means to both raise revenue through registration fees and to track reporting of income by corporate counsel.

Mr. Tang explained that the MJP issue was brought to the forefront by solo and small firm interests in reaction to the perceived advantage of larger firms with multistate offices. Model Rule 5.5 recognizes that clients move about geographically and don't recognize the effect of state boundaries on lawyer licensing. The MJP rules can help level the playing field by maintaining those client


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  relationships across borders.  Mr. Positan agreed that the Rule facilitates the lawyer following the client across state lines.

Gloria Sturman framed the issues as one of states’ rights. Nevada acted quickly, before Rule 5.5 was approved, to handle the matter at the state level, but in a fashion not all that different from the ABA Model Rule. She acknowledged the criticism of Rule 5.5 as protecting the monopoly of local lawyers, but that is why it is a states’ rights issue. The law does indeed vary from state to state and the nuances of local law create a need for local counsel, even under 5.5.

Mr. Tang countered that Model Rule 1.1 requires competent representation and that alone implies an adequate knowledge of local law when practicing in another jurisdiction. In fact, an out-of-state lawyer may be more educated in the local law than a local lawyer who practices in another substantive area.

Mr. Rubin asked why registration would be a concern for corporate counsel. "Minimum contacts" for disciplinary purposes may not equal the ability to find an out of state lawyer - which registration provides. Don't states have a legitimate interest in registration of out of state counsel?

Mr. Positan explained that having to register in too many jurisdictions could be burdensome for corporate counsel, e.g. corporate counsel might have to visit fifteen states for the employer. There should also be a distinction as to whether litigation is involved or whether it is a transaction where members of the public in the state have a limited interest in the representation by out of state counsel. After all, client protection is the umbrella goal of the MJP rules. David Tang echoed these concerns, saying that a meeting or convention could require registration based upon physical presence in the state. There needs to be some sense of balance in applying pro hac vice and MJP rules.

A member of the audience asked why firms at state borders should be allowed to take over business across the border without meeting stringent admission requirements; and, who will enforce discipline out of state. Mr. Positan responded that the Rule requires "full faith and credit" on disciplinary action. David Tang pointed out that regular invasion violates the "temporary" language in Model Rule 5.5 and licensure would be required.

Mr. Rubin commented upon the effect of the Internet and late night TV advertising, both of which cross borders. Mr. Positan responded that distribution of information is not giving advice and is not practicing law, but depending upon the nature of the advertising it might require licensing. Mr. Tang noted that the Birbrower case, which got the MJP de- bate going in earnest, was one which held that a lawyer not licensed in the jurisdiction could not recover fees and that Internet "practice" might be self-policing if clients simply didn't pay.

 

  Mr. Rubin asked the panel what should be the role of bar leaders in the MJP issue.

Gloria Sturman related the Nevada experience where the bar was active in going on the road to find out from local lawyers, bar leaders, and court officials what the problems were with out of state lawyers, so appropriate rules could be crafted. The concern is giving advice to Nevada clients, not meeting in Nevada with out of state clients. This allowed the State Bar of Nevada to help craft regulations, even in advance of ABA recommendations.

Mr. Tang pointed to the compact between Oregon, Idaho, and Washington as something that bar leaders need to look to as a means of dealing with the realities of MJP. Mr. Positan said that Utah, Colorado, Arizona, and New Mexico; and Vermont, New Hampshire, and Maine, are all considering compacts or reciprocity arrangements. Similarly, Washington and British Columbia and New York and Ontario are having similar regional discussions. Such arrangements may be the wave of the future.

Members of the audience expressed concerns about the online or storefront operations providing forms and assistance. An audience member inquired about federal regulation of law practice. Mr. Positan was firm that regulation by the judiciary, not Congress, is the appropriate mechanism.

Mr. Rubin closed the program by acknowledging the question on everyone's mind, "has there ever been a song written about MJP?" The answer is "of course" and he pulled the cover off a keyboard at the side of the platform and accompanied himself while singing that song, which contained the purported view of states that are for and against the proposed Model Rule. The song opened with: Tale as old as time/True as it can be/Client comes to ask/For a little task/Lawyer takes a fee/The new matter is great/It's in another state/The question comes to be/What the other state will see/About the state of MJP.
 
Contact:

Michael Rubin, 225/382-3617, mrubin@mcglinchey.com 

Wayne J. Positan, 973/228-6730, wpositan@lumlaw.com 

Gloria Sturman, 702/382-1414, gloriasturman@edwardshale.com 

David K. Y. Tang, 206/370-7617
dtang@prestongates.com

Resources:

ABA Publishing has released, Annotated Model Rules of Professional Conduct, Fifth Edition. This book is the ABA’s definitive resource for information about lawyer ethics and explains the amendments that were made as part of the ABA’s revisions of the rules in 2002. To order a copy, go to www.ababooks.org

 

           
 

Workshop - Taking Care of Members: Lawyer Assistance Programs
by Raymond T. (Tom) Elligett Jr. , NCBP Communications Committee

 

  NCBP Executive Council Member and past Oklahoma Bar Association President Joe Crosthwait moderated a panel that explored timely lawyer assistance program issues, including funding, scope, and the relation with risk management. Ann Foster, executive director of the Texas Lawyers Assistance Program, and Stephenson Todd, chair of the Tennessee Lawyers Assistance Program, examined how programs have obtained funding, often after educating the respective governing body of the need and benefits of such programs.

While "LAP" programs typically start with chemical and alcohol addictions, Foster observed that many have broadened to mental health issues, and from solo and small firms to lawyers in larger firms. Some now participate in law schools.

Todd emphasized the need for stable funding to run a viable program and noted how modest the original $10 per lawyer assessment in his state had been, compared to
 
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Workshop Panellists from left to right, Ann D. Foster, Margaret C. Hepper and Stephenson Todd.

the benefits, including fewer discipline matters and fewer claims against bar client security funds.

Margaret Hepper, a lawyer working in legal malpractice insurance risk management, explained that attorney impairment is a common component in many malpractice cases and is difficult to underwrite. She also discussed the difficulty of reaching mid- and large-size firms on such issues. She suggested insurers could encourage firms to bring in a LAP representative annually to educate the firm's lawyers, to establish reporting structures, and to have a discreet person lawyers know they could call on.

  The panel noted that dependency is more readily recognized as a condition to be treated, while depression often is not, perhaps stemming from the idea that depressed lawyers should pick themselves up by their own bootstraps.

All agreed that information is crucial, so that people can recognize depression in others and themselves and obtain necessary referrals for appropriate mental health care.

For more information, visit the ABA's Commission on Lawyer Assistance Web site: www.abanet.org  and go to the "Commissions" section. You can also go directly to www.abanet.org/legalservices/colap
 
Contact:

Ann D. Foster, 800/343-8527 afoster@texasbar.com

Margaret Hepper, 201/460-6723 margaret_hepper@asg.aon.com

Stephenson Todd, 423/245-1111,stodd@tdlaw.com
 
           
Kimberly Vann, Editor

The Conference Call is published twice yearly to increase communication among members of the National Conference of Bar Presidents. All members are invited to send information on their bar’s activities to the editor at the following address: ABA Division for Bar Services, 321 North Clark Street, 20th floor, Chicago, IL 60610,
(312) 988-5364, fax: (312) 988-5492, e-mail: vannk2@staff.abanet.org

 
           
 

Workshop - Mentoring Programs: A Road to Professionalism
by Paul Michael Hassett, NCBP Communications Committee
 

  Professionalism was one of the principal programming themes at the annual meeting in Atlanta and this workshop focused on newly admitted attorneys and the attempt by the organized bar to instill professionalism early in a lawyer's career. Robert B. Young, president of the Delaware State Bar Association, described several programs required of newly admitted attorneys in that state.

Each new lawyer is required to participate in a five-month long preceptorship, supervised by an experienced attorney willing to conduct the necessary orientation. The program focuses on the "cultural" aspects of practice, the traditions of the bar, and appropriate courtroom conduct.

Newly admitted Delaware attorneys are also required to participate in a clerkship which can begin during law school and must be completed within one year of bar passage. Failure to complete the program requires that a lawyer retake the bar exam. This clerkship is conducted by the attorney's preceptor. In addition, a day-long pre-admission conference is required of newly admitted attorneys to provide familiarity with the court system.

Finally, within four years of admission, beginning attorneys are required to complete 30 half-day

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  programs covering subjects such as trials, arbitrations, motions,  hearings, etc. Delaware obviously has the most stringent of requirements for admission to practice.

Ronald R. Ward, Seattle, Washington, and president-elect of the Washington State Bar Association, described his association's recommendations to the Washington Supreme Court, which are based on the belief that the profession must certify to the public that lawyers are capable and competent to handle client matters. Prior to admission, new lawyers would be required to attend a four-hour basic practical skills course focusing on practice techniques. In the 12 months following admission, 15 hours of skills training would be required followed by 15 more in the second 12 months and then 45 additional hours in the next four years. The final phase of this recommended program involves mentored client representation through a 100-hour practicum during the first year of practice.

R. George Burnett, immediate past president of the State Bar of Wisconsin, concluded the program with a description of Wisconsin's voluntary introductory program for young lawyers. Each newly admitted attorney in Wisconsin is offered a seminar on practice techniques, covering 12 topics in a day-long format. The program was designed by the bar to be affordable and involved assembling a quality faculty for each of three centrally located venues.
 

  The attendees generally had five or fewer years of experience in practice and attendance exceeded 500 lawyers in each location. The evaluations of the program by those in attendance was extremely positive.

These three presentations covered the entire spectrum of possible introductory programs on professionalism for newly admitted attorneys, from Delaware's mandatory program to Wisconsin's voluntary approach.
 
Contacts:

R. George Burnett, 920/437-0476, rgb@lcojlaw.com

Ronald R. Ward, 206/624-8844, rrw@admiralty.com

Robert B. Young, 302/674-8822, ryounglaw@hotmail.com

Resource:

The book, Best Practices in Attorney Professional Development, features the best professional development practices and the related mistakes firms and/or lawyers make, provides examples illustrating the errors, and includes suggestions to "cure" or prevent related blunders. To order a copy, call 1-800-285-2221 or visit www.abanet.org/careercounsel/
crofferings1.html##best

 

 

           
 

Workshop - Five Quick Hitters on Metro Bar Diversity Programs
by Seth D. Kirschenbaum, MBC Immediate Past President
 

  Reprising its popular "Quick Hitter" format, the Metropolitan Bar Caucus (MBC) workshop featured five successful metropolitan bar diversity programs, four from Atlanta and one from Columbus, Ohio. The Friday morning session was fast-paced and stimulating, as each speaker was only permitted seven minutes to make his or her case and was subject to being "gonged" by moderator MBC President Seth Kirschenbaum.

The first program highlighted was the Atlanta Bar Association's  Truancy Intervention Project (TIP). Terry Walsh, a former Atlanta Bar Association president and TIP's founder, talked about the program which provides lawyer volunteers who become involved in the lives of school truants referred by the juvenile court and local schools. TIP has an impressive 80% success rate in changing the lives of the children fortunate enough to benefit from the program.

Following Mr. Walsh, Natasha Perdew Silas, an attorney with the federal defender program of the Northern


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Workshop panelists from left to right: Hon. Carl W. McCalla III, Natasha Perdew-Silas, William deGolian and Carl Smallwod.

District of Georgia, talked about the Atlanta Bar's High School Internship Program which places several dozen students from minority high schools with Atlanta law firms for six weeks each summer. The principal from Therrell High School appeared at the session to extol the program to the audience. The Atlanta Bar's Minority Clerkship Program, which places minority law students with Atlanta law firms for summer clerkships, was discussed by Judge Carl W. McCalla III.

Carl Smallwood, the newly installed president of the MBC, spoke about the Columbus Bar Association's highly lauded Managing Partner's Diversity Initiative, a program which has

 

significantly increased the selection and retention of minority associates at major Columbus law firms. Finally, William deGolian, another former Atlanta Bar Association president, talked about the Atlanta Bar's LRIS Modest Means Fee Panel, an initiative designed to provide legal services at an affordable price to lower income people who are not eligible for legal aid but who cannot afford full price for lawyers.

Members of the audience asked questions and many said they were inspired to try at least one of the programs in their own communities.

Contact:

William deGolian, 404/524-5626
williamdegolian@johnsonward.com 

Hon. Carl W. McCalla III, 404/656-2978 mccalla@sbwc.state.ga.us

Natasha Perdew-Silas, 404/688-7530 Natasha_silas@fd.org

Carl D. Smallwood, 614/464-3623
cdsmallwood@vssp.com

Terry Walsh, 404/881-7161
twalsh@alston.com
 
           
 

NCBP Offers Diversity Fellowships for Midyear and Annual Meetings
 

  In support of its commitment to diversity, the NCBP will provide registration fee waivers to the president or president-elect of minority bar associations for attendance at the upcoming midyear meeting in Salt Lake City and the annual meeting in Chicago. Travel and lodging expenses are not covered by the fellowships. While the fee waivers are available to leaders from minority bars nationwide, bar leaders in the Salt Lake City and Chicago areas are particularly encouraged to apply since they will not have to incur travel and lodging expenses to attend the meetings.
 
For several meetings, the Minnesota State Bar Association has covered the travel expenses for leaders of Minnesota minority bars in cooperation with NCBP’s fellowship program. The Rhode Island Bar Association has also helped to sponsor attendance by a leader from a bar for lawyers of color. Other state and metropolitan bars are encouraged to consider this idea. If you are interested or know of a bar leader who may be interested in a fellowship to attend an upcoming NCBP meeting, please contact Beverley Ware via e-mail: bware@staff.abanet.org

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Workshop - Should the Bar be the Professionalism Police?
by Paul Michael Hassett, NCBP Communications Committee
 

  This workshop, another in the professionalism concentration at the Atlanta meeting, explored the role of the organized bar in overseeing professionalism in the legal community. Thomas Zlaket of Tucson, Arizona, former chief justice of the Arizona Supreme Court, described Arizona's required professionalism course for new lawyers, which has now been expanded to cover all practicing attorneys in Arizona.

Initially a day long, the Arizona program, has now been shortened to a one-half day format. In addition, Arizona has created a new professionalism task force to re-evaluate all professionalism efforts, beginning with defining the term "professionalism." Arizona has mandatory continuing legal education with an ethics and professionalism requirement. Justice Zlaket described professionalism as alive and well in Arizona.

Melvin F. Wright Jr., of Raleigh, North Carolina, executive director of the chief justice's Committee on Professionalism, reported that his task force examined mandatory professionalism educational programs and recommended

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Workshop panelists from left to right: Melvin F. Wright Jr., Non. Thomas Zlaket and Richard A. Badolato.

against establishing such a program in North Carolina.

The committee decided that law schools and the bar association continuing legal education efforts provided sufficient professionalism programming. Richard A. Badolato of Roseland, New Jersey, chair of the New Jersey Commission on Professionalism and the Law, reported on the efforts of his commission.

The New Jersey Commission takes complaints from attorneys and the public and, as appropriate, refers serious complaints to the New Jersey Supreme Court. The commission is charged with improving the professional quality of the New Jersey Bar and trains judges on their role in the process of responding to complaints.
 

  of professionalism. According to the jurist, bar associations do not have the resources to act as professionalism police and lawyers have to enforce the professionalism rules. He reported on Arizona's peer review mentoring program and the fact that it is largely ineffective. Justice Zlaket also said the courts have to care about the profession and the public perception of its members if any professionalism principles are to be uniformly enforced.
 
Contacts:

Richard Badolato, 973/535-0500
rbadolato@connellfoley.com

Melvin F. Wright Jr., 919/571-4762
Melvin.F.Wright@nccourts.org 

Thomas A. Zlaket, 520/750-0250 tazlaket@qwest.net

Resource:

Find out what’s new in professionalism by visiting the ABA Center for Professional Responsibility Web site, www.abanet.org/cpr/professionalism.
html
 

 

 

           
  NCBP Seeks Recommendations for Outstanding Speakers

Those who have attended NCBP meetings have heard some entertaining and inspirational speakers. Bar leaders need such speakers for membership meetings, law day events and other functions.

With your help, NCBP hopes to compile a list of outstanding speakers, with contact information. We are asking for you to forward names and other relavant information, including how to contact the individual, topics on which you have heard them speak, etc.

We are purposely not speaking to compile a "distinguished" speaker list, as that can mean a dull delivery and soporific effect. We want to hear from you about outstanding speakers you have enjoyed. Some of the names already mentioned include Justice Rosalie Abella from Canada, civil rights lawyer Morris Dees and William Barker, who portrays Thomas Jefferson, in period dress and time.

Please e-mail the suggested speaker and his or her best workshop topics, along with the address, phone and fax numbers and e-mail address to the attention of Kimberly Vann at vann2@staff.abanet.org  This list will be available at www.ncbp.org 
           
 

Metropolitan Bar Caucus Beer and Bull Plenary Session
by Seth D. Kirschenbaum, MBC Immediate Past President
 

  The Metropolitan Bar Caucus, once again used the popular Beer and Bull format for its afternoon plenary in Atlanta. Consistently rated by past attendees as the most fun, most stimulating and most rewarding program of the entire week, the Beer and Bull session divides the participants into round tables of eight to ten people who spend the afternoon talking with each other about issues of concern to metropolitan and other bar associations.

At each table, in keeping with the theme of this conference, the initial discussions focused on diversity issues. Subsequently, participants were encouraged to open up the discussion to cover other topics. The opportunity to interact with

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Attendees listen intently at the Metropolitan Bar Caucus Beer and Bull Plenary Session

other bar officers and executives from around the country was uniformly said to be the most rewarding experience of the conference in Atlanta. Five tables of participants eagerly spoke and listened, and even after two hours, there were still people excitedly sharing ideas.

 

Not only does this format serve to foment the exchange of ideas, but it also serves to energize and inspire participants. Finally, it gives folks a chance to meet new friends and establish relationships in a way that traditional talking head panels do not.

At the plenary, the following new officers and board members of the MBC were voted into office. They are Carl Smallwood, Columbus, Ohio, president; Amy Dunn Taylor, Houston, Texas, president-elect; and Timothy O'Mara, Williamsville, New York, secretary-treasurer. New board members are Gary Klotz, Indianapolis, Indiana; Gregory Ramos, Nashville, Tennessee; and Carolyn Witt, New Haven, Connecticut.
 

           
  Workshop - Encouraging Leadership, Participation by Lawyers of Color
by Monty A. McIntyre, Chair, NCBP Communications Committee

 
  This session featured different programs by the Minnesota State Bar Association, the New York State Bar Association and the State Bar of New Mexico that are designed to encourage leadership and participation by lawyers of color.

A Web Approach: www.MnLegalDiversity.org

Jorge Saavedra and Kari Jensen Thomas discussed the Minnesota State Bar Association (MSBA Web site, www.MnLegalDiversity.org. The site, launched on April 1, 2004 (no fooling), is intended to be a useful tool that will encourage and attract lawyers of color to practice law in Minnesota. Diversity has been a significant topic of discussion in Minnesota. Firms and businesses consider this Web site a new way to promote diversity within the state, using testimonials and profiles to attract persons of color.

The site showcases a vibrant Minnesota community of diverse practitioners and law students across a spectrum of practice areas. It focuses on cultural communities, giving information that is not generally available from other sources. The site also provides information about communities, organizations, activities, entertainment, weather, and housing.

While the Web site was created with Flash (a brand of web design software) and uploaded for only $5,000, the Minnesota bar was able to generate $31,000 in donations from several law firms, with Wells Fargo and U.S. Bank also contributing. Law firms or businesses that contributed $2,500 have their firm or business listed on the site, as well as a link to their own Web site. This idea generated much enthusiasm. As an example, upon learning of the project, leaders at the Robbins, Kaplan, Miller & Ciresi firm called and offered to contribute to the site. They later hosted the Web launch party.

New York's Diversity Initiatives

Kenneth G. Standard, the second black president of the New York State Bar Association (NYSBA), discussed several of the bar's diversity programs. Mr. Standard noted that the NYSBA has never had any exclusionary policies, unlike the ABA, but observed that the ABA's focus on diversity has enabled that organization to make more progress in this area than the NYSBA has to date. However, the bar is now actively promoting

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  diversity as shown by the following current diversity programs discussed by Mr. Standard: Reception for Lawyers of Color: This reception, held last January, had over 300 attendees, and many NYSBA sections participated.

Committee on Diversity and Leadership: A new committee of the NYSBA, it has a dual role, to improve diversity, and develop future leaders for the bar.

Leadership Commitment to the Diversity Agenda: For several years, NYSBA leadership has committed to diversity, to overcome the limitations of one-year initiatives which often stop after the end of the leader's term.

Membership Support for Increased Diversity: Twelve seats have been added to the New York Conference of Delegates, to be filled based upon considerations of ethnic and geographic diversity. Two seats have been added to the executive committee to be held by people of color.

The Conference on Commonality in New Mexico

The Conference on Commonality was a program started by Mary Torres, past president of the State Bar of New Mexico and a member of the NCBP Executive Council. Ms. Torres was the second Hispanic president, and the first female Hispanic to serve as president of the bar. The Conference on Commonality was designed to bring together all of the legal organizations in New Mexico, in one room, to brainstorm issues and work on common solutions.

Three members from each group were invited. One member of the New Mexico State Supreme Court also attended. This program is inexpensive, can be easily replicated by other bars, and was so successful that the conference continues to be held annually in New Mexico. During the discussion, the participants realized they were interested in the same 5 core issues, referred to as "5 common threads": leadership training and development, solo and small firm practice, CLE, the mentoring of young lawyers and law students and judicial representation.

Leadership Training and Development: The New Mexico Bar has a 4-month leadership program called the Leadership Training Institute (LTI). The assembled groups were given information about this program and were invited to send current and future leaders to the program for training. LTI applications doubled thereafter.

Solo and Small Firm Practice: One suggestion was to identify minority
  owned solo firms and businesses and address the issues they face.

CLE: The groups all expressed theneed for more relevant CLE programs. In response to this need, the SBNM decided to partner with Hispanic and African-American bar groups to provide CLE.

Ms. Torres also informed the attendees of the Conference on Commonality about the Bar Leadership Institute (BLI) and other ABA programs. As a result of this, in March 2004, three Native American bar leaders from New Mexico attended the BLI in Chicago.

Mentoring: The young lawyer group representatives suggested that it would be better to describe the mentoring program as a networking opportunity, instead of mentoring (which can be negatively perceived as a program to help those who need assistance). This simple descriptive change has resulted in significant increased participation by younger lawyers in the mentoring program.

Judicial Representation: Ms. Torres made certain that women and Hispanics were appointed to the committees that review the qualifications of potential judges, to increase the likelihood of more women and Hispanics being appointed to the bench.

This session presented a plethora of programs that state and local bar association leaders can use within their organizations and improve diversity.

 

Contact:

Jorge Saavedra, 651/393-2477, saavedra-jorge@centro-legal.org

Kenneth G. Standard, 914/238-8620, standardk936@aol.com

Kari Jensen Thomas, 612/335-1420, kari.thomas@leonard.com

Mary T. Torres, 505/848-1800, Mtorres@modrall.com

Resource:


The ABA Office of Diversity Initiatives encourages members of racial/ethnic minority groups to consider law as a career and works to provide increased opportunities for minorities already in the profession. Those with questions or requests for information regarding projects and programs should contact Cie Armstead at armsteadc@staff.abanet.org  or 312/988-6068.
 
           
  Plenary - Professionalism: Taking Stock After 20 Years
by Steven R. Sorenson, NCBP Treasurer
 
  NCBP Executive Council Member Joe Condo opened the Saturday morning plenary session by stating, "the need to discuss professionalism is essential; the threat has never been higher." The Honorable Robert Bell, Chief Judge of the Maryland Court of Appeals, explained Maryland's attempt to deal with the issue. He noted that the first step is to define professionalism and personally defined it as putting the interest of others above those of the lawyer.

"As protectors of the rule of law, lawyers are essential to society. The duty of the lawyer is to teach a client the value of transcending the personal interest to the interest of society," Judge Bell said. He spoke of U.S. Supreme Court Justice Robert H. Jackson who was serious about his responsibility to be courteous. According to Bell, Justice Jackson believed that, "Law was like a religious practice. It was more than an occupation. It demanded conscious independence and integrity above all else." Bell surmised this is why judges like Jackson are respected in spite of disagreements with their decisions or analyses. He further said that professionalism is a bench and bar issue that cannot be separated, then announced that the Conference of Judges has passed a resolution encouraging the study of professionalism.

Judge Bell said that Maryland has adopted a mandatory law school class on professionalism as a response to the evolution of law from a profession to a business. Many of the young lawyers appeared to have grasped the importance of professionalism better than some of the older attorneys. Maryland created a commission in each of its districts to address that problem. Each district held a town hall meeting that began by asking how one defines professionalism. The commission also noted a decline in the number of lawyers participating in organized bar activities. Judge Bell said that this lack of interaction has resulted in a lack of civility among lawyers.

Judges were not exempt from the

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  commission's scrutiny. Not being on time, ignoring the concerns of attorneys, and arrogance were all cited as issues judges needed to address.

In her remarks, Beryl Crowley, executive director of Texas Center of Professionalism, suggested legal education does not teach students to be lawyers; it provides academic information. The process of being a lawyer is an ongoing life pursuit. Thus, there is a need for continuing ethical education. Ms. Crowley explained that the center is totally independent of the State Bar of Texas and has developed a mandatory on-line course for new lawyers on ethics and professionalism. She highlighted several other courses which have been developed as well as the training offered by the center. Ms. Crowley also informed the group of the center's role as a referral center for disciplinary committees. Additionally, the center awards entities that demonstrate excellence in professionalism.

Following Ms. Crowley, Patrick Longan, a law professor at Mercer University's George School of Law, told the assembly about the course in professionalism that is now a required course in the first year. It is not an ethics course, it is a professionalism course that begins with defining professionalism in the context of being a lawyer and deals with life skills as well as the importance of lawyers in the community. The elements of the course show the student how professionalism encompasses craftsmanship, transcends income, incorporates civility, respects compliance, and recognizes competence.

Longan had the students look at the impact of the pressures facing the individual lawyer to abandon professionalism. They also studied how the attributes of pursuing professionalism can make a lawyer happier. Even though Longan saw the course as a meaningful experience, he believes it could be improved.

Thomas Zlaket, a longtime advocate for professionalism, followed Longan and explained the issues he dealt with as chief justice of the Arizona Supreme Court. According to Justice Zlaket, "We keep wrestling with this issue and since this issue is

  essential for our profession, it must be on the front burner." As far as educational efforts are concerned, he noted that Arizona has had a professionalism course requirement for a long time. He also said that the students taking the course claim that it doesn't make sense to make it mandatory for students; they have never done anything wrong. It is the existing lawyers who have caused problems. Arizona now has a mandatory program for all lawyers.
 
"Are things any better after all these years of discussion?" Justice Zlaket queried the audience. Answering his own question, he observed, "Not really but they are probably not worse. But we cannot stop talking about it and looking for ways to solve the problem." The movie "Liar, Liar" is the key to putting the issue in perspective, according to Justice Zlaket. This is the way the public sees lawyers as it relates to telling the truth.

Justice Zlaket cited the Professional Reform Initiative (PRI), sponsored by the NCBP, as a successful vehicle to advance professionalism. "PRI picked the initial issue of truth and honesty. The issue should be easy but to lawyers it is not," he said and continued, "Truth still has a fluid meaning to many practitioners. PRI has tried to go beyond the surface issues of civility to the deeper meanings, but the work is never ending."

Following the presentations, attendees assembled for roundtable discussions on the topic. Joe Condo ended the session by challenging everyone to take up the issue and work toward a solution.
 
Contact:

Richard Badolato, 973/535-0500,rbadalato@connellfoley.com

Hon. Robert Bell, 410/333-6396, robert.bell@courts.state.md.us

Beryl Crowley, 512/463-1477, bcrowley@txethics.org

Patrick Longan, 478/301-2605, plongan@hotmail.com

Thomas A. Zlaket, 520/750-0250, tazlaket@qwest.net

 

           
  Photos from the NCBP 2004 Annual Meeting
           
 

Harvard Law Professor and Author Charles Ogletree Jr. delivers the keynote address on diversity at the Friday plenary session.

 

NCBP Secretary Steve Sorenson is joined by Rebecca Torres Gibson and NCBP Executive Council Member Mary Torres at the Friday joint reception.
 

 

NCBP President Doug Lang accepts the gavel from his immediate predecessor, Paul Moxley at the conclusion of the annual meeting on Saturday morning.
 

           
 

 

 
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The Shadow of Justice
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To order a copy, go to www.ababooks.org  or call 1-800-285-2221 and ask for the appropriate product code.
 


 

Around Salt Lake City
Raymond T. (Tom) Elligett, Jr.
NCBP Communications Committee


The Salt Lake City area can accommodate attendees who want to venture out for winter sports, and those who prefer to pursue warmer activities like shopping and eating, While the largest city in the state and Utah’s capitol, Salt Lake’s population of less than 200,000 contributes to its smaller metropolitan feel.

Crossroads Plaza has four floors of stores and restaurants in its covered downtown setting. It borders Temple Square’s impressive structures, including Morman Temple, which is closed to the public, and the acoustically outstanding Tabernacle, which does present daily performances.

Visitors can also tour the Beehive House, the residence of Brigham Young. Further north is the Capitol, an impressive structure inside and out, with its murals and granite construction. Museums include the Pioneer Museum, Utah Museum of Fine Arts, and Utah Museum of Natural History.

Snow skiing is available in nearby Brighton, Alta, Snowbird, Ogden, and Park City, home of the U.S. Ski and Snowboard Association, and the Sundance Film Festival.

Those willing to brave the weather with a suitable vehicle for sight-seeing, and some extra days to travel, can enjoy some of Utah’s five national parks and numerous state parks. All the national parks are several hours south of Salt Lake. Weather permitting, explorers can experience the colors and shapes of Bryce Canyon National Park and Arches National Park. More spectacular shapes can be found in the more primitive Grand Staircase-Escalante National Monument.

Bring some warm clothes. Salt Lake temperatures in February average from the low 20s to the low 40s.

For more information visit the website: www.visitsaltlake.com 


 

       
   



 

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