Jacksonville Bar Association

Marshall M. Criser, Jr. Transactional Law Seminar

November 4, 2016 – 10:30 a.m. to 3:30 p.m.

Wells Fargo Center

4.0 General CLER including 1.0 Ethics Hr. has been applied for by The Florida Bar

Register your attendance today at www.jaxbar.org.


10:15 am – 10:30 am     Registration and Check-In

10:30 am – 11:30 am     Brunch

Brunch Sponsored by Heritage Capital Group, Inc.

11:00 am – 11:20 am            Sponsor Presentation

11:20 am – 11:30 am     Welcome & Opening Remarks   (10 Minutes)

Co-Chairs of the Transactional Law Section:

Kathy Hartland (TFB#96245), Florida Coastal School of Law
Laurie M. Lee (TFB # 668257), Elevate Business + Technology Law

11:30 am – 12:20 pm     Intellectual Property Update   (50 Minutes)

  • Tips and Trends in Trademarks and Copyright; DMCA Developments; Developments in Right of Publicity, Katharine Rowe (TFB#165697), Smith, Gambrell & Russell, LLP
  • Intellectual Property and Social Media, Richard Rivera (TFB#108251), Smith, Gambrell & Russell, LLP
  • Domain Names and Cybersquatting, Jonathon Pressley (TFB#84579), Smith, Gambrell & Russell, LLP
  • Music and Copyright; New Developments in Patent Law, Carolyn Herman (TFB#976563), Smith, Gambrell & Russell, LLP

12:20 pm – 12:35 pm     Break   (15 Minutes)

12:35 pm – 1:00 pm       Crowdfunding: A Crowded Web of Regulations   (25 Minutes)

         Michael B. Kirwan (TFB#765244), Foley & Lardner, LLP 

This presentation will provide participants with key considerations regarding crowdfunding offerings under both Regulation CF and Florida crowdfunding laws. Startups and small businesses are permitted to issue securities to non-accredited investors through online intermediaries, also referred to as “funding portals”, pursuant to new Section 4(a)(6) of the Securities Act of 1933.  To participate in such securities-based crowdfunding offerings, the issuer does not need to register the securities with the Securities and Exchange Commission, but must comply with Regulation Crowdfunding (“Regulation CF”).  While an issuer relying on Regulation CF is not limited to accredited investors, Regulation CF contains a host of other restrictions, which are designed to balance the ease of raising capital with protecting the interests of investors. Some states, such as Florida, have promulgated state crowdfunding rules which can be used in narrow instances where a predominantly in-state business is offering securities only to residents of that state.

1:00 pm – 1:25 pm         Small Businesses as an Underserved Community   (25 Minutes)

Laurie M. Lee (TFB#668257), Elevate Business + Technology Law

In 2016, small businesses make up 98.9% of all Florida businesses.  Yet in recent years, statistics have been consistently showing that less than fifteen percent of small businesses are seeking the advice of an attorney.  This presentation will be a facilitated discussion on how we can reach this underserved community and how the changes in the legal profession are changing our business models.  The discussion will cover such topics as DIY resources, automation, LegalZoom-like services and other non-attorney “in-person” legal services.

1:25 pm – 1:40 pm         Break   (15 Minutes)

1:40 pm – 2:30 pm         Ethics for Transactional Practice   (50 Minutes)

Kathy Hartland (TFB#96245), Florida Coastal School of Law

          H. Timothy Gillis (TFB#133876), Gillis Way & Campbell

This presentation will review ethical and professional issues common in transactional practice, such as determination of who is the client when representing and forming, legal entities; confidentiality requirements; potential responsibility for a client’s actions; conflicts of interest; ethics in negotiation; and ethical and professional communication.

2:30 pm – 3:20 pm         Social Purpose Corporations, Benefit Corporations and other Recent Developments Regarding Florida Business Entities   (50 Minutes)

Gardner F. Davis (TFB#471712), Foley & Lardner, LLP

An overview of the two new forms of Florida corporate enterprise, the Social Purpose Corporation (Fla. Stat 607.501-513) and the Benefit Corporation (Fla. Stat 607.601-613), both of which allow entrepreneurs and investors to pursue significant societal benefits as part of the business mission that may not satisfy the traditional corporate fiduciary duty of profit maximization and historical prohibition against corporate waste.  The presentation will also include discussion of other recent developments regarding Florida business entities, including the status of the Florida Bar Business Law Section’s ongoing work on major revisions to the Florida Business Corporation Act.

3:20 pm – 3:30 pm         Closing Remarks

Member Luncheon: Dueling Deans FL/GA

October 28, 2016 – 12 p.m.
Hyatt Regency Riverfront
Registration is open!

By-Laws Amendment re: Student Members

The October 28 Dueling Deans Member luncheon will be considered as a Meeting of the Members for the purpose of voting on the attached Amendment, which adopts the same policy for Law Student Members as is already in effect for Regular Members.

Professionalism Tool Kit for New Practitioners

9/29/2016, 12:00 pm to 2:00 pm
Florida Coastal School of Law 8787 Baypine Rd Jacksonville, FL 32256
Professionalism Tool Kit for New Practitioners in the Fourth Judicial Circuit
Created specifically for new attorneys and soon to be law school graduates, this event will cover the following topics: Courtroom Demeanor and Presentation of Argument, Judicial Assistants and Logistical Questions, Motion Practice, Interactions with Opposing Counsel and Clients.

Please click the link below to register.


YLS Judicial Breakfast with County Court Judges

September 22, 8:30 a.m.
Duval County Courthouse – Chief Judge Mahon’s Chambers, Room 7139
RSVP to jbam@bedellfirm.com

Bob Graham to speak at September Members Luncheon

JBA Member Luncheon

9/23/2016, 12:00 pm to 1:00 pm
Hyatt Regency Jacksonville Riverfront
Daniel Robert “Bob” Graham
United States Senator, 1987-2005
38th Governor of Florida, 1979-1987
Reservation deadline:  Wednesday, September 21st.

Sign-Up Today for the 2016 Family Law CLE

Through panel discussion, traditional lecture, and Q&A, this CLE will foster more effective mediations, better understanding of business valuations and tax returns, and increased familiarity with the military and railroad retirement issues specific to the greater Jacksonville community. A panel of Duval County Family Division Judicial Assistants
will discuss best practices. Attendees will also learn about the new Collaborative Law Act and a panel of local mental health professionals will discuss current research as it relates to children involved in family law litigation.

Topics to be covered:

  • Mediator Panel: Joy Lordahl, Ned Price & Jonathan Zahler
  • Business Valuation: Melissa Lockhart, CPA/ABV
  • Railroad Retirement: Andrew Beh, MBA
  • Military Retirement: Cynthia Catalan
  • Tax/Discovery:      Josh Shilts, CPA
  • Mental Health Professionals: Dr. Mercedes McGowan, Ms. Edna Shaeffer, Ms. Tracy Johnston, Dr. David Blackmon Dr. Justin D’Arienzo
  • Collaborative Statute Overview: Connie Byrd
  • Judicial Assistant Panel

7.5 CLER, 7.5 Marital & Family Law Certification Credits, 0.5 Business Litigation, and 0.5 Elder Law Certification Credits approved by The Florida Bar.

Sign Up Today!

Attention! Managing Partners and Administrators

Are all attorneys in your firm members of The Jacksonville Bar Association?

The Jacksonville Bar Association 100% Club is a special category of membership that demonstrates an extraordinary to the legal profession and our community from law firms, law departments and legal organizations that enroll 100% of their attorneys as members of The Jacksonville Bar Association.

All members of the 100% Club will be recognized quarterly in The Bulletin and at monthly membership meetings.  This opportunity is open to small firms, large firms, in-house counsel, and government departments.

Don’t miss this opportunity to show your commitment to The Jacksonville Bar Association and our legal community as a whole.  Sign up now and receive the recognition you deserve.

Contact the bar office at 904-399-4486 or email jba@jaxbar.org for additional


The Lawyer Referral Service needs attorneys for……

The Lawyer Referral Service needs attorneys in the area of:

Medical Malpractice ~ Social Security Disability ~ Employment Law

Contact Anthony Adams, LRS Coordinator at 904-399-4486 for details.

Are Your Membership Dues Current?

Renewal dues must be paid prior to September 1, 2016 to avoid an interruption of member benefits.   If you have questions about your membership or benefits, please call us at 904.399.4486 or email us at jba@jaxbar.org.

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