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journal 21,3 Layout 1 - North Carolina State Bar

THE North Carolina State BARJOURNALFALL2016IN THIS ISSUEC rowdfunding for Raising Capital page 10 Retirement Planning page 20 Legal Ethics and Social Media page 24 THENORTH CAROLINASTATE BARJOURNALFall 2016 Volume 21, Number 3 EditorJennifer R. DuncanPublications CommitteeDorothy Bernholz, ChairNancy Black Norelli, Vice-ChairJohn A. BowmanRichard G. BucknerAndrea Capua Thomas P. DavisMargaret H. DicksonJohn GehringJames W. HallDarrin JordanSonya C. McGraw Harold (Butch) PopeSteve RobertsonG. Gray Wilson Copyright 2016 by the North Carolina State Bar. Allrights reserved. Periodicals postage paid at Raleigh, NC,and additional offices. Opinions expressed by contributorsare not necessarily those of the North Carolina State : Send address changes to the NorthCarolina State Bar, PO Box 25908, Raleigh, NC North Carolina Bar Journalinvites the submission ofunsolicited, original articles, essays, and book may be made by mail or e-mail to the editor.

THE NORTH CAROLINA JOURNALSTATE BAR Fall 2016 Volume 21, Number 3 Editor Jennifer R. Duncan Publications Committee Dorothy Bernholz, Chair Nancy Black Norelli, Vice-Chair

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Transcription of journal 21,3 Layout 1 - North Carolina State Bar

1 THE North Carolina State BARJOURNALFALL2016IN THIS ISSUEC rowdfunding for Raising Capital page 10 Retirement Planning page 20 Legal Ethics and Social Media page 24 THENORTH CAROLINASTATE BARJOURNALFall 2016 Volume 21, Number 3 EditorJennifer R. DuncanPublications CommitteeDorothy Bernholz, ChairNancy Black Norelli, Vice-ChairJohn A. BowmanRichard G. BucknerAndrea Capua Thomas P. DavisMargaret H. DicksonJohn GehringJames W. HallDarrin JordanSonya C. McGraw Harold (Butch) PopeSteve RobertsonG. Gray Wilson Copyright 2016 by the North Carolina State Bar. Allrights reserved. Periodicals postage paid at Raleigh, NC,and additional offices. Opinions expressed by contributorsare not necessarily those of the North Carolina State : Send address changes to the NorthCarolina State Bar, PO Box 25908, Raleigh, NC North Carolina Bar Journalinvites the submission ofunsolicited, original articles, essays, and book may be made by mail or e-mail to the editor.

2 Publishing and editorial decisionsare based on the Publications Committee s and the editor sjudgment of the quality of the writing, the timeliness ofthe article, and the potential interest to the readers of theJournal. The Journalreserves the right to edit all manu-scripts. The North Carolina State Bar journal (ISSN10928626) is published four times per year in March,June, September, and December under the direction andsupervision of the council of the North Carolina State Bar,PO Box 25908, Raleigh, NC 27611. Member rate of$ per year is included in dues. Nonmember rates$ per year. Single copies $ The Lawyer sHandbook$ Advertising rates available uponrequest. Direct inquiries to Director of Communications,the North Carolina State Bar, PO Box 25908, Raleigh, North Carolina 27611, tel.

3 (919) 828-4620. us at:Twitter: @NCStateBarFacebook: Crowdfunding for Raising Capital has ArrivedBy Thomas Lee Hazen14 The District Court at 50By James C. Drennan20 Retirement Planning and the Transitioning Lawyers CommissionBy Woody Connette and Mark Scruggs24 Legal Ethics and Social MediaBy Chris McLaughlin27 New Rules for Permanent Relinquishment of State Bar MembershipBy Eric M. Fink28 BarCARES and LAP Working in HarmonyBy Zeb Barnhardt and Robynn Moraites29 The Robin Williams in Each of UsBy Ronnie Ansley30 Fulfillment through Pro Bono Publico An Interview with Carole BruceBy Eric M. Fink32 Special Education Team Impacts SystemBy Elaine Whitford35 New Statewide Pro BonoResource Center LaunchedBy Jared Smith36 Voter Education is the Key to Judicial ElectionsBy Charles E.

4 Raynal IV3 THE North Carolina State BAR JOURNALDEPARTMENTS5 President s Message6 State Bar Outlook38 Legal Ethics39 Profile in Specialization40 The Disciplinary Department42 Paralegal Certification43 Lawyer Assistance Program44 IOLTA Update45 Trust Accounting46 Proposed Ethics Opinions47 Rule AmendmentsBAR UPDATES49 Wilson Nominated as Vice-President50 Client Security Fund52 Law School Briefs53In Memoriam54 Distinguished Service AwardOfficersMargaret M. Hunt, Brevard - President 2015-2016 Mark W. Merritt, Charlotte - President-Elect 2015-2016 John M. Silverstein, Raleigh - Vice-President 2015-2016L. Thomas Lunsford II, Raleigh - Secretary-TreasurerRonald L. Gibson, Charlotte - Past-President 2015-2016 CouncilorsBy Judicial District1: C. Everett Thompson II, Elizabeth City2:G.

5 Thomas Davis Jr., Swan Quarter3A: Charles R. Hardee, Greenville3B:Debra L. Massie, Beaufort4: Robert W. Detwiler, Jacksonville5: Harold L. Pollock, Burgaw6:W. Rob Lewis II, Ahoskie7: Randall B. Pridgen, Rocky Mount8: C. Branson Vickory III, Goldsboro9: Paul J. Stainback, Henderson9A:Alan S. Hicks, Roxboro10:Heidi C. Bloom, RaleighWalter E. Brock Jr., RaleighNicholas J. Dombalis II, RaleighTheodore C. Edwards II, RaleighKatherine Ann Frye, RaleighDonna R. Rascoe, RaleighWarren Savage, RaleighC. Colon Willoughby Jr., Raleigh11A:Eddie S. Winstead III, Sanford11B:Marcia H. Armstrong, Smithfield12: Lonnie M. Player Jr., Fayetteville13: Harold G. Pope, Whiteville14: John A. Bowman, DurhamWilliam S. Mills, Durham15A: Charles E. Davis, Mebane15B: Dorothy Bernholz, Chapel Hill16A: Terry R.

6 Garner, Laurinburg16B:David F. Branch Jr., Lumberton16C: Richard Buckner, Rockingham17A: Matthew W. Smith, Eden17B: Thomas W. Anderson, Pilot Mountain18: Barbara R. Christy, GreensboroStephen E. Robertson, Greensboro18H:Richard S. Towers, High Point19A: James D. Foster, Concord19B: Clark R. Bell, Asheboro19C: Darrin D. Jordan, Salisbury19D: Richard Costanza, Southern Pines20A: John Webster, Albemarle20B: H. Ligon Bundy, Monroe21: Michael L. Robinson, Winston-SalemKevin G. Williams, Winston-Salem22A: Kimberly S. Taylor, Taylorsville22B:Roger S. Tripp, Lexington23: John S. Willardson, Wilkesboro24: Andrea N. Capua, Boone25: M. Alan LeCroy, Morganton26:David N. Allen, CharlotteRobert C. Bowers, CharlotteA. Todd Brown, CharlotteMark P.

7 Henriques, CharlotteF. Fincher Jarrell, CharlotteDewitt McCarley, CharlotteNancy Black Norelli, Charlotte27A: Sonya Campbell McGraw, Gastonia27B: Ralph W. Meekins, Shelby28: Anna Hamrick, Asheville29A: H. Russell Neighbors, Marion29B: Christopher S. Stepp, Hendersonville30: Gerald R. Collins Jr., MurphyPublic MembersMargaret H. Dickson, FayettevillePaul L. Fulton Jr., Winston-SalemJames W. Hall, AhoskieStaffShannon Azzi, Receptionist/IOLTA Accounting Data H. Bannon, Deputy CounselKelly Beck, Compliance Coordinator, Membership/CLEJoy C. Belk, Asst. Dir. Paralegal CertificationKrista Bennett, Fee Dispute Facilitator, ACAPM ichael D. Blan, Systems Analyst/ProgrammerPeter Bolac, Trust Account Compliance Counsel, LegislativeLiaisonElizabeth E. Bolton, ReceptionistLori Brooks, Admin.

8 Asst., Office of CounselDelia M. Brown, Administrative Asst., LAPM aria J. Brown, Deputy CounselKrista E. Carlson, InvestigatorBecky B. Carroll, ParalegalJoseph D. Cerone, Office ManagerAlyssa M. Chen, Deputy CounselMargaret Cloutier, Senior Deputy CounselJoseph J. Commisso, Director of InvestigationsMartin F. Coolidge Jr., InvestigatorSusannah B. Cox, Deputy CounselLuella C. Crane, Director of ACAPJ ennifer R. Duncan, Director of CommunicationsA. Root Edmonson, Deputy CounselJustin Edmonson, Admin. Asst., Special Projects CoordinatorNicole Ellington, Eastern Clinical Coordinator, LAPM artha Fletcher, Payroll and Benefits AdministratorTowanda Garner, Piedmont Clinical Coordinator, LAPL anice Heidbrink, Exec. Asst., AdministrationJeffery Hill, Computer Systems AdministratorLeanor Hodge, Deputy CounselDebra P.

9 Holland, Asst. Director, CLEMary L. Irvine, Access to Justice CoordinatorTammy Jackson, Membership DirectorKatherine Jean, Counsel and Assistant Executive R. Johnson, Deputy CounselSharon Kelly, Events ManagerBarbara Kerr, ArchivistCathy D. Killian, Clinical Director and Western ClinicalCoordinator, LAPM elanie Kincaid, ParalegalSuzanne Lever, Asst. Ethics CounselJeffrey D. Lundgren, ParalegalL. Thomas Lunsford II, Executive DirectorEric H. Lyerly, Admin. Maner, Professional Organization CoordinatorBeth McIntire, IT ManagerBeth McLamb, Payment Coordinator, MembershipNichole P. McLaughlin, Asst. Ethics Counsel, District BarLiaisonBarry S. McNeill, Deputy CounselDiane Melching, Admin. Asst., ACAPD ottie K. Miani, Deputy Clerk of DHC/Asst. Facilities ManagerClaire U.

10 Mills, Accounts Manager, IOLTAA lice Neece Mine, Asst. Executive Dir., Dir. of CLE,Specialization, & Paralegal CertificationRobynn E. Moraites, LAP DirectorGeorge Muench, InvestigatorDenise Mullen, Asst. Director of Legal SpecializationPat Murphy, Deputy CounselLoriann Nicolicchia, Accreditation Coordinator, CLEE mily Oakes, Attendance/Compliance Coordinator, CLEB rian Oten, Deputy CounselCarolyn S. Page, InvestigatorLisanne Palacios, Accounting ManagerAnne M. Parkin, Field AuditorHeather Pattle, Administrator, Office of CounselC. Fred Patton Jr., InvestigatorWondella Payne, ParalegalAaliyah Pierce, Compliance Coordinator, Paralegal CertificationAngel Pitts, Mail/Copy/Accounting ClerkJennifer Porter, Deputy Counsel Evelyn M. Pursley, Executive Dir., IOLTAS onja B.


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