LEGAL AID SOCIETY OF PALM BEACH COUNTY ANNOUNCES, “LEGAL AID IN BLOOM” GALA AT PALM BEACH YACHT CLUB LAUNCH EVENT

West Palm Beach, FL (April 9, 2025) – The Legal Aid Society of Palm Beach County (LASPBC) celebrated the launch of its 2025 “Legal Aid In Bloom” Gala with friends and supporters at the Palm Beach Yacht Club on March 9, 2025.

Bob Bertisch, Executive Director of LASPBC, welcomed attendees and acknowledged the generous contributions of gala sponsors and underwriters. “In these challenging times, the support of our friends and donors is more critical than ever,” stated Bertisch. “We are deeply appreciative of the leadership shown by retired Justice Barbara Pariente and the partners of Searcy Denney Scarola Barnhart & Shipley, whose significant financial investments have been instrumental in this event.”

Bertisch also extended gratitude to event co-chairs Jeff and Amy Devore and Michelle and Judge Scott Suskauer for their long-standing dedication. Bob Shalhoub, Esq., was recognized as the recipient of the Suzanne and John Foley Serving Justice Award. McDonald Hopkins, represented by Josh Benrubi, Esq., Alan Burger, Esq., and Managing Partner Peter Barnhardt, Esq., were present and acknowledged for receiving  the And Justice for All Award. Danielle H. Moore, unable to attend the launch, will be honored with the Harreen Bertisch Children’s Advocacy Award.

“We are immensely grateful for the overwhelming support from our community,” said Bertisch. “A special thank you to GL Homes for hosting the launch party and for their continued commitment to our Guardianship programs.”

“Legal Aid In Bloom” Gala Details

The Legal Aid Society of Palm Beach County’s “Legal Aid In Bloom” Gala presented by Searcy Denney Scarola Barnhart and Shipley will take place on May 10, 2025, at the Kravis Center in West Palm Beach. The event will honor individuals and organizations dedicated to advancing access to justice. The Gala is the major fund-raising event for the Legal Aid Society and proceeds from the event go to support Palm Beach County’s must vulnerable residents who seek access to justice.

Tickets are available for purchase online at https://legalaidpbc.org/.

Photos taken by Tracey Benson Photography and linked here:

About the Legal Aid Society of Palm Beach County

The Legal Aid Society of Palm Beach County, Inc., founded in 1949, is a private, not-for-profit 501(c)(3) organization dedicated to providing free legal services to the disadvantaged children, families, and individuals of Palm Beach County.

How The First Amendment Saved DEI Training in Florida

Published: December 2024

By: Bryan Anderson

Imagine private employers, with a diverse employee population, that are committed to treating all of their employees fairly in hiring, pay and promotion and wanting to combat institutional racism and sexism. To this end, the employers want to institute a formalized diversity, equity and inclusion (DEI) training program that will cover topics including advancing women in business, as well as understanding gender expansiveness and institutional racism. The employers want to encourage employees to be open to this information, to reflect upon it, and to be attentive to biases in hiring, pay and promotion decisions. These were the intentions and plans of Honeyfund.com, Inc. and Primo Tampa, two Florida companies.

Is mandatory training like this something employers should be allowed to do if they choose, or should it be prohibited?

Florida’s Stop WOKE Act Prohibited Anti-Racism Training

In 2022, Florida answered this question in favor of prohibiting such training by enacting the “Individual Freedom Act”, referred to as the Stop WOKE Act.  It was one of several laws enacted in 2022 as part of the Governor DeSantis’s and Legislature’s efforts to define and prohibit “woke ideology.”  

For some, the term “woke” describes awareness particularly about history, oppression, and social justice issues.  For others, “woke” is a pejorative expression used to denounce progressive action and certain teachings about race.

Florida’s governor championed the “Stop WOKE Act” as standing up against what he called “indoctrination.”  He frequently referred to the law during his ultimately unsuccessful run for president, with the slogan that Florida was where “woke goes to die.”

How Florida’s Law Defined and Prohibited a Specific Viewpoint on Racial Justice

Without discussion of the actual prevalence or demonstration of any harms caused by anti-racist employee training, Florida’s Governor and Legislature decided it was a problem that had to be solved and acted to prohibit such.

The Florida state government’s intention to prohibit employers from teaching employees this specific point of view is clear on the face of the statute.  The law prohibits mandatory training or instruction by employers on eight concepts involving race and racial equity, including the concept of affirmative action as a remedy for racial discrimination.  The law does not, on the other hand, prohibit training that advocates against the racial equity concepts.

The Employee Training “Stop WOKE” Provisions Violate the First and Fourteenth Amendments

During August 2022, in the matter of Honeyfund.com, Inc. v. DeSantis, 622 F.Supp.3d 1159 (N.D. Fla. 2022), Chief Judge Walker of the U.S. District Court for the Northern District of Florida issued a preliminary injunction blocking the state from enforcing the “Stop WOKE” Act’s prohibitions on mandatory workplace activities and trainings, agreeing with the Honeyfund and the other plaintiffs that the Act “discriminates on the basis of viewpoint in violation of the First Amendment and is impermissibly vague in violation of the Fourteenth Amendment.” Id. at 1185.

Appealing the injunction order to the U.S. District Court of Appeals for the 11th Circuit, the State of Florida took the position that the Stop WOKE Act provisions at issue did not improperly regulate speech, but rather prohibited unlawful conduct defined as mandatory employee meetings expressing anti-racist viewpoints listed in the statute.  The state disputed that the law violated speech rights, saying that it regulated “conduct.” Florida said businesses could still address the targeted concepts in workplace training — but couldn’t require employees to take part.

The 11th Circuit issued its decision in Honeyfund.com Inc. v. Governor, 94 F.4th 1272 (11th Cir. 2024) on March 4, 2024 upholding the district court’s preliminary injunction order.  The court wrote that “[t]his is not the first era in which Americans have held widely divergent views on important areas of morality, ethics, law and public policy.”  Id. at 1275. The court further stated “[a]nd it is not the first time that these disagreements have seemed so important, and their airing so dangerous, that something had to be done. But now, as before, the First Amendment keeps the government from putting its thumb on the scale.” Id.

The 11th Circuit rejected the state’s claims that it sought to regulate conduct rather than a viewpoint expressed in speech.  It described the law as the “latest attempt to control speech by recharacterizing it as conduct. Florida may be exactly right about the nature of the ideas it targets. Or it may not. Either way, the merits of these views will be decided in the clanging marketplace of ideas rather than a codebook or a courtroom.” Id.

The court wrote that “[b]y limiting its restrictions to a list of ideas designated as offensive, the act targets speech based on its content.  The court continued, “[a]nd by barring only speech that endorses any of those ideas it penalizes certain viewpoints – the greatest First Amendment sin.” Id. at 1277.

On remand in July 2024, Chief Judge Walker granted a permanent injunction against enforcement of the Stop WOKE Act’s workplace training provisions. The order granting the injunction states that the law “violates free speech rights under the First and Fourteenth Amendments to the US Constitution.”

The permanent injunction ended several years of uncertainty for Florida employers, employees, attorneys and consultants engaged in diversity, equity and inclusion training.  Honeyfund.com, Primo Tampa, LLC and other Florida employers are now free to provide such training without fear of being found in violation of Florida law.

The Civil Rights Trail: A Trip Every Lawyer Should Take

Alabama?!  Why not a nice beachside hotel or an Orlando resort?  People were puzzled.  Why had I chosen the civil rights sites in Alabama as the destination for the annual retreat of the ADR Section of The Florida Bar?  My explanation came from the heart: voluntary bar organizations can and should do more to offer members deeper shared experiences that teach, inspire, connect and renew.  So, in September, fifteen of us set out on a four-day trip to Montgomery, Birmingham, and Selma.

Day 1, Montgomery.  Our trip began at Dexter King Memorial Church, where Rev. Dr. Martin Luther King, Jr. served as pastor from 1954 to 1960.  Our guide was the Hon. Vanzetta Penn McPherson,[1] a retired federal magistrate judge and a member of the congregation.  Judge McPherson wove her own story as a child in Montgomery with deep love of her church and her knowledge and passion for the law into an unforgettable experience.

Day 2, Birmingham.  We walked through Kelly Ingram Park, where in 1963, marchers—including the young marchers of the Children’s Crusade—were attacked by police with tear gas, dogs, and water cannons.  Our tour of the Birmingham Civil Rights Institute (BCRI) provided a history lesson on national and local events.  Over a delicious BBQ lunch, our historian-guide, Mr. Charles Woods III, facilitated a thought-provoking discussion about the difference between being “non-racist” and “anti-racist.”[2]  Our day concluded with a tour of the 16th Street Baptist Church.  Its 1963 bombing killed four little girls, and the horrified response helped drive the passage of the 1964 Civil Rights Act.  Three members of the Ku Klux Klan were convicted, but justice took years; one man was found guilty of the bombing in 1977 and two more were convicted in 2001.[3]

Day 3, Selma. Together, we walked across the Edmund Pettus Bridge, the launch point for the five-day Selma to Montgomery march and site of Bloody Sunday, March 7, 1965, where marchers were attacked by police and firefighters with water cannons and dogs.  Next year will mark the 60th anniversary[4] of this pivotal event.

That afternoon, we visited the Equal Justice Initiative’s (EJI) “Legacy Sites,”[5] an incredible, internationally recognized museum complex consisting of the Legacy Museum, the National Memorial for Peace and Justice, and the Freedom Monument Sculpture Park.  The Legacy Sites connect the terror and injustice of slavery, lynching, segregation, and mass incarceration, with a powerful belief that reconciliation and healing require truth and justice.  “[The Legacy Sites are] a must see for any lawyer who believes in the rule of law and the promises in our Constitution,” said Ret. Judge Lester Langer.  The most powerful elements of the Legacy Sites highlight the moments where the promises of the 13th, 14th, and 15th amendments of the Constitution were not upheld.  Included in the Memorial were the names of two men lynched in Palm Beach County:  Henry Simmons (June 7, 1923) and Samuel Nelson (September 26, 1926),[6] along with jars of soil from the sites here in our county where they were murdered.

On our final morning in Montgomery, we had the privilege of viewing the city through the eyes of Wanda Battle.  Now 68 years old, Ms. Battle grew up in West Montgomery and was a child during the civil rights era.  Among her neighbors were Rosa Parks, the local NAACP’s Secretary and seamstress whose arrest in 1955 inspired the organization of the Montgomery Bus Boycott, which catapulted the 26-year-old Dr. King into leadership, lasted 381 days and involved around 40,000 members of the community. Ms. Battle also shared her personal history of “the aftermath” when her family was displaced in the 1970s by urban renewal, their home purchased for $3,500 and destroyed by the construction of a highway routed through West Montgomery.  With a deep generosity of spirit, she guided us through a conversation about how we each experience segregation in our own lives, and when we connected with people beyond our own community.

Travel can be transformative, and plant seeds that grow for the rest of our lives. Ashlee Pouncy, who travelled with her mother, said “[T]here is no comparison to standing in the place where history was made[. …] This trip was more than a retreat, it was a lesson in finding a way forward, even when it seems impossible – a valuable lesson for all ADR professionals.”

 

The ADR Section plans to organize this trip on an annual basis. It will be open to any member of the Bar who wishes to participate.

 

Ana Cristina Maldonado is the 2024-2025 Chair of the ADR Section of The Florida Bar.  A full time neutral for 13 years, she is currently Associate Professor at Nova Southeastern University’s Shepard Broad College of Law.

 

[1] https://www.almd.uscourts.gov/oral-histories-profiles/judge-vanzetta-penn-mcpherson

[2] A non-racist believes in the equality and rights of all races but looks away when injustices occur, or derogatory language is used against blacks or non-whites. An anti-racist calls out that behavior and seeks to change it.  Woods challenged us to be anti-racist and to speak out.

[3] A 2017 panel with the attorneys who prosecuted the 16th Street Church bombing is available at https://www.youtube.com/watch?v=oiGf1RCvguw

[4] https://www.selmajubilee.com/

[5] https://legacysites.eji.org/

[6] https://pbcremembrance.org/history.htm

Ethical Rule Changes for Mediators

Amendments to the Florida Rules for Certified and Court-Appointed Mediators were adopted by the Supreme Court of Florida on September 12, 2024 (hereinafter “Amendments”). (See, Order No. SC2023-1537). The Amendments went into effect on January 1, 2025. Significantly, the Court has provided guidance on what constitutes a “clear conflict of interest”, as well as other clarifications. Mediators and counsel alike should take time to be familiar with the Amendments.

First, Rule 10.340(d) has been added to limit and define what constitutes a clear conflict of interest. These circumstances are as follows: (1) the mediator (or the mediator’s spouse or domestic partner) is related by blood, adoption, or marriage to a person within the third degree of relationship to one of the mediation participants or a participant’s spouse or domestic partner; (2) the mediator previously provided services (other than mediation services) for, or represented one or more of the mediation participants in, the current case or dispute at issue in the mediation; or (3) the mediator is currently providing services (other than mediation services) or representing one or more of the mediation participants.

The instances of clear conflict do not obviate the need for a mediator to evaluate whether he or she believes a conflict exists in a particular matter or “appears” to compromise the mediator’s impartiality. (See, Rule 10.340(a)). Additionally, if a mediator believes a disclosure should be made, that is still required. (See, Rule 10.340(b)). Adopting the clear conflict definition, however, may supersede prior opinions of the Florida Supreme Court’s Mediator Ethics Advisory Committee (“MEAC”).

For example, MEAC Opinion 2008-007 concluded that a mediator who works for a law firm is conflicted out of handling a matter where the firm is adverse to a mediation party, even if the mediator has no involvement in the matter. Further, MEAC Opinion 2012-004 concluded that a “non-waivable conflict” existed if a former law partner represented a mediation party while the mediator was at the law firm. The Amendments make it clear that being a current or former member of a law firm will no longer automatically preclude the mediator from handling the case. Mediators should review prior MEAC opinions against the Amendments going forward.

The Amendments also include changes to Rule 10.360. Confidentiality. In pertinent part, the Amendments include caucus, record keeping, staff confidentiality, and reporting. Significantly, Rule 10.360(b) now provides that a mediator may have a policy that information disclosed during caucus may be disclosed to the other participants unless a party expressly tells the mediator to keep the information confidential. This is a discretionary policy for the mediator.  Mediators should clearly explain whether they have such a policy during the joint session and make sure the parties and participants understand how confidentiality and caucus sessions will be handled. For the time being, I intend to maintain my policy of not disclosing confidential information between caucus rooms unless the party has expressly authorized me to do so.

Next, Rule 10.340(c) provides that a mediator may shred notes or other records “immediately” after the mediation. As to reporting of the outcome, Rule 10.340(e) has been added to reflect that the mediator is obligated to report the outcome to the court, however, the information is limited to reporting: “agreement”, “no agreement”, “partial agreement”, or adjournment for further mediation” without comment or recommendation.

Further, a mediator is prohibited from commenting on whether a party or counsel mediated in good faith.  No other descriptors or modifiers may be used in the mediator report unless the parties have consented to them in writing. Rule 10.340(f) does, however, permit a mediator to identify who was or was not present at the mediation and whether in person or by communication technology. Thus, for those of us that have historically used the phrase “impasse” in our reports, we are no longer permitted to do so.

The Amendments also acknowledge that mediators can have the assistance of clerical staff. The mediator must advise staff that the mediation records are confidential pursuant to the Rules and Florida law. (See, Rule 10.360(d)).

                Finally, the Amendments also acknowledge a mediator’s ability to utilize social networking. Rule 10.340(g) was added and provides: “Mediators may create connections with mediation participants or their counsel on a social networking site (e.g. “friends” on Facebook, “followers” on X, formerly known as Twitter). However, mediators who do so must recognize that such designations may create the appearance of a conflict and may only mediate disputes involving such mediation participants or their counsel” in accordance with the Rules. One suggestion would be to avoid advocating, promoting or siding with legal issues or decisions posted by other connections, as this could create an appearance of partiality.

The above is not intended to be an exhaustive list of all the changes. The amended Rules can are fully set forth in the above-cited Order.

 

William J. (“Bill”) Cea. Esq.  is a Florida Supreme Court Circuit Certified Mediator and Florida Bar Board-Certified Construction Attorney.  Bill was admitted to practice law in Florida in 1992 and Certified as Mediator in 2011. He may be contacted via email:  [email protected] or phone (954) 494-3239, or via Inkedmediation.com. For additional ADR tips and resources, go to www.palmbeachbar.or/alternative-dispute-resolution-commee .

Don’t Let the New Trial Schedule Mandate Keep You From Getting Your Motions Heard

Published: March 2025

The Florida Supreme Court’s new Differentiated Case Management “time standards” (deadlines) (Rule 2.250(a)(1)(B), Fla. R. Gen. Prac. & Jud. Admin.)  mandate procedures to expedite preparation for trial in civil cases. To facilitate compliance with that rule, our Chief Judge Glenn Kelley has promulgated Administrative Order 3.110.

When a deposition cannot be taken because opposing counsel has filed Motions for Protective Orders invoking privilege, irrelevancy, etc. against the first attorney’s discovery requests, that deposition must await rulings on the motions, which often require hearings.  Given the overloaded dockets of our Circuit Civil Judges, this can take months.  And now, the Board of Governors of the Florida Bar is advocating the promulgation of new discovery rules providing for sanctions for lawyers who do not meet the deadlines!

What to do?   Fortunately, there is an answer. You and opposing counsel can file a Joint Motion for Appointment of a Special Magistrate. Fla. R. Civ. P.  1.490(b) authorizes the court to appoint a Special Magistrate (no longer called a Special Master) “for any particular service required by the court.” (Note: the court may not appoint a Special Magistrate unless the parties agree.)

The Special Magistrate will hold hearings on discovery issues and file his/her Report and Recommendations with the court.  Within 10 days, either party may file Exceptions to any of the recommendations; the opposing party may, within five days after the Exceptions are filed, file an opposing brief or Cross-Exceptions to the Magistrate’s Report.  Often, if the Report and Recommendations contain citations to law supporting each recommendation, and the Exceptions do not negate those citations, the Court will readily adopt them.   A Special Magistrate may help to speed discovery and trial preparation in other ways as well, as by being appointed to conduct an in camera document review, or to preside at depositions to rule on objections to discovery, maintain order, etc.

Any member of the Florida Bar may be appointed to serve as a Special  Magistrate. Many attorneys prefer to use retired Judges, because they know the reputation of each for fairness, intellect and other qualities desired in a Special Magistrate.  “Upon a showing that the appointment is advisable [e.g., where technical expertise is required], a person other than a member of the Bar may be appointed.”  Rule 1.490(b).

If your opposing counsel agrees to use a Special Magistrate, you should file a Joint Motion for appointment of a Special Magistrate, with a proposed Order making the appointment. The Motion should state that the parties agree not only to the appointment of a Special Magistrate, but to the appointment of a specific person named in the motion.  If you cannot agree on who should be appointed, your joint motion should ask the Court to name at least three persons and require the parties to agree on one.  Both counsel should consult with the prospective appointee to ascertain his/her hourly rate, which should be noted in the Order of appointment.

Your proposed Order must specify the matters being referred to the Magistrate.  If the court’s Order of Referral contains issues which you did not consent to being heard by the Special Magistrate,  you must object before the date the Magistrate has set for the hearing. If you object to the referral and your objection is denied, you may petition the Court of Appeal for either a writ of mandamus or a writ of prohibition. If, during the hearing, the Special Magistrate should address something not contained in the order of referral, you should immediately object on the record;  you may then participate in the hearing, and your objection will be honored by the trial court or, if not, by the appellate court.

Sometimes, the mere filing of the Special Magistrate’s Report and Recommendations will result in the parties’ agreeing on resolving the motions before the Court can address them, or even to the case settling.  In one notable case in this Circuit, the attorneys were unable to take crucial depositions because the predicate discovery requests to obtain background information on the deponents were met with objections on the grounds of privilege, irrelevance, etc.  The attorneys were told by the Judge that she could not resolve all the pending discovery disputes for at least 12 or 14 months.  Counsel jointly moved for the appointment of a Special Magistrate, which the Court granted.  The Special Magistrate held two full days of hearings, some with testimony, and issued a detailed 51-page Report and Recommendations.  The case settled before the Judge could address the R&R, which may be seen on the Clerk’s website as: Weiss Research, Inc. v. Finest Known, LLC, et al., Case No. 50 2015 CA 013012, Docket Entry 322.

 

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Retired Circuit Judge Kenneth D. Stern regularly contributes columns to the ADR Corner, and is a frequent panelist in seminars on Alternative Dispute Resolution.  Since his retirement, Judge Stern has been serving as a Special Magistrate, and as a Mediator and AAA-member Arbitrator.  He may be reached at [email protected]  or at (561) 901-4968.

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For additional ADR tips and resources, go to www.palmbeachbar.org/alternative-dispute-resolution-committee.