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Do you have questions about estate planning and its tax advantages? Your will? Your trust? Read some of HALT's newest Web resources.
HALT is pleased to bring its members and the general
public Lifetimes: A Financial and Charitable
Planning Guide. This free online
resource, available on HALT's Web site, provides
information on planned giving topics such as
charitable lead trusts, retirement income plans, tax
benefits of giving real estate, appreciated property
and much more. Several articles in the site's Reading Room will give you an
overview of planned giving and help you start
planning your estate:
Whether you have spent your professional life
helping others-parents, friends, neighbors-or
have simply been distracted with the business of
life, not surprisingly, many people pay little
attention to planning for their own financial
security and that of their heirs. Although you've
worked diligently throughout your life, all of your
hard work may be at risk if your estate planning
needs are not addressed. Read So Many Choices to Make;
So Little Time to Prepare to discover what
you should be doing.
Did you know that a charitable remainder unitrust
(CRUT) is a popular charitable planning strategy that
provides payments to the donor for life or a term of
up to 20 years? At the end of the term, the remaining
assets in the trust pass to a charitable organization,
such as HALT. Find out more in Flipping for Charitable
Remainder Trusts.
Are you prepared right now to make a charitable
contribution? Find out what types of outright
contributions benefit you and us in Benefits of an Outright
Gift.
As always, don't forget to check out the free
eBrochures that we offer. Go to the article
titled "Discover Valuable Assets With
Our Free eBrochures" to find out more.
As you plan your estate, consider making a
planned gift to HALT. By planning to include HALT in
your will or as a beneficiary of a trust, for instance,
you can sustain your commitment
to legal reform and legal consumer education for
years to come. To read about other ways to give to
HALT, please click
here.
As you plan your estate, consider making a
planned gift to HALT. By planning
to include HALT in your will or as a beneficiary of a
trust, for instance, you can
sustain your commitment to legal reform and legal
consumer education for years
to come. For more information, contact HALT at
halt@halt.org. To read about other ways to give to
HALT, please click
here.
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Dear Member,
Welcome to HALT's eJournal! For those who are new
subscribers, the HALT eJournal is a twice-monthly
publication that informs our members and
legal-reformers-at-large about happenings here at
HALT and all across the country. Our eJournal will
inform you of topics such as upcoming legislative
battles, HALT activities and judicial developments, all
of which affect you, the legal consumer.
We here at HALT are dedicated to educating the
public about their legal rights, so if there is a topic or
event that you would like to see HALT address in the
next eJournal, please write to us at ejournal@halt.org
. We look forward to hearing from you.
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| Consumer Federation of America Unanimously Adopts Key Legal Reforms |
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Federation Calls on HALT's
Guidance to Shape Pro-Legal Consumer Policy
Agenda
At its annual meeting held in
Washington, DC from March 9 through March 12, the
Consumer Federation of America adopted legal reform
proposals recommended by the nation's oldest and
largest legal consumer watchdog, HALT. The
resolutions adopted by the CFA reflect HALT's core
advocacy mission of creating a more accessible and
accountable civil justice system.
"Making the legal system more
user-friendly is a shared goal of HALT and the
Consumer
Federation of America," stated HALT Associate
Counsel Suzanne Mishkin. "Calls for increased
oversight of judges, additional legal resources for
seniors, written fee agreements and improvements to
small claims courts are long overdue."
As Chair of the CFA's Vulnerable
Consumers Subcommittee this year, HALT's Mishkin
successfully urged the Federation to incorporate legal
reform provisions into its 2005 Policy Resolutions
Manual. The HALT-backed resolutions focus on
expanding access to the civil justice system through
the implementation of small claims court advisers and
the creation of free legal hotlines for low-income
seniors. Targeting the need for increased
accountability in the civil justice system, HALT's
remaining resolutions recommend gift
receipt restrictions for federal judges and
requirements that professional fee agreements be
written in plain-language and clearly outline clients'
rights.
"We hope that the Consumer
Federation of America's endorsement will galvanize
decision-makers to consider and implement these
important reforms," state Mishkin.
The CFA works to advance
pro-consumer policy on issues like energy, financial
services, health and safety, government
accountability and telecommunications. At the
annual meeting, member organizations discuss and
vote on policy resolution proposals submitted by the
Federation's Policy Resolution Committee, comprised
of chairpersons of various subcommittees that meet
each year to evaluate new policy ideas and propose
resolutions. CFA resolutions help set the policy
agenda for the courts, Congress and the White
House, as well as federal and state regulatory
agencies.
HALT successfully urged the Consumer Federation
of America to incorporate the following legal reform
provisions into its 2005 Policy Resolutions
Manual:
- CFA Endorses HALT Recommendation of
Gift Receipt Restrictions for Judges.
CFA supports strict limitations on the
gifts that federal and state judges may accept.
Judicial standards should parallel the standards
imposed upon the executive and legislative branches,
not to exceed de minimus amounts.
- CFA Endorses HALT Proposal to
Require Written Professional Fee Agreements.
Any professional licensed by the state
must provide clients with plain language written fee
agreements and send itemized monthly statements
when fees are incurred.
- CFA Endorses HALT Recommendation for
the Creation of Free Legal Hotlines for Low-Income
Seniors. CFA supports the
establishment and generous public and private
funding of free legal hotlines for low-income seniors,
staffed by licensed attorneys and covered by legal
malpractice insurance. Senior hotlines should
exist nationwide.
- CFA Endorses HALT Recommendation for
the Implementation of Small Claims Court
Advisors. CFA supports expanding the
availability of legal self-help through small claims
court systems. Such expanded access should include
small claims advisors. Small claims advisors are
individuals other than clerks with an
understanding of small claims procedures whose
primary duties are to explain those procedures to
small claims litigants and guide them through their
cases.
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| Corporate Lobbyists Influence Federal Judges Too |
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Topeka Capital-Journal -
March 4, 2005
By James C. Turner and Suzanne
M. Mishkin
What could you do if you found out that the
judge hearing your case had taken an all-expense-
paid vacation to the Elkhorn Ranch in Big Sky, Mont.,
with your adversary? Sadly, the answer is "nothing."
Even worse, it's not just a single judge who has a
problem. Since the 1990s, over 230 judges-more than
one-quarter of the federal judiciary-have traveled to
resort locations at the expense of private groups that
have vested interests in the outcome of federal
litigation. Pretending to provide "education" about
complex legal issues, some of the nation's worst
polluters wine and dine federal judges at the Sea
Pines Plantation in Hilton Head, the Omni Golf Resort
& Spa in Tucson and the Ritz-Carlton in Naples,
Florida.
Who foots their bills, which run as high as
$10,000 per judge? An outfit like "The Foundation on
Research and the Environment," which is in turn
funded by major oil and chemical companies including
Texaco, Exxon, GE, Monsanto, and Shell.
But the $10,000 gifts come at a price-the judges
must attend classes where they are systematically
indoctrinated by these special interest groups in
lobbying sessions urging "rejection of top-down,
command and control environmentalism."
Make no mistake. The Foundation on Research
and the Environment is not shelling out $10,000 gifts
to judges out of the kindness of their hearts. They
have a carefully planned mission: to shape courtroom
verdicts for their financial profit.
Judges are supposed to be above influence. They
have a special duty to remain objective, neutral and
fair. Yet James Huffman, one of the leaders of the
Foundation on Research and the Environment
candidly admits they are peddling influence:
"If people feel strongly about ideas and they
want to influence someone in government, they can-
that's the way the system works."
On the contrary, this is not the way our system
is supposed to work. The Ethics in Government Act
prohibits employees of all three branches of
government from accepting "anything of value" from
those whose interests may be affected by their
actions, and allows each branch to establish specific
rules for itself. The Executive Branch imposes strict
limitations on gifts (no more than $20 in value), while
Congress has similar gift restrictions (no more than
$50 in value). In fact, if cabinet members or senators
accept a lavish $10,000 vacation package, they are
breaking the law. Unfortunately, the judicial branch
places no such limitation on federal judges.
Instead, they resist all efforts to end the corrupt
junkets they enjoy. When Senator Patrick Leahy (D-
Vt.) introduced legislation during the last Congress
banning judicial attendance at private seminars, the
judges asked him to wait and "allow the judiciary
further opportunity to propose self-regulation on
these important issues." Rather than curb their lavish
perks, last August the judges actually created a new
gaping loophole in the rules that limit gifts, deciding
that they can accept vacation gifts and attend
lobbying sessions as long as the topic is not "directly
related" to a specific case they are currently hearing.
These unethical junkets feed a growing distrust
of our justice system. By continuing to accept lavish
gifts and vacations, our federal judges are not acting
as public servants dedicated to integrity, but rather
as a special privileged class whose favors are for
sale.
Federal judges have made it clear that they are
unwilling to police themselves.
Now it is up to Congress to step in and restore
some sense of responsibility and impartiality. Senator
Leahy plans to reintroduce legislation strictly limiting
privately funded judicial junkets later this year. This
time around, we must demand that Congress put an
end to this extravagant and corrupting practice.
James C. Turner and Suzanne M. Mishkin are
executive director and associate counsel,
respectively, with HALT-An Organization of
Americans for Legal Reform. HALT is a national
non-profit consumer advocacy group dedicated to
improving accountability and increasing access within
the civil justice system. www.halt.org.
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Click here to read more about what HALT is doing to keep judges accountable. |
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| Virginia Proposal Threatens to Block Access to Small Claims Courts |
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HALT Urges Bar to Reject
an Overly-Restrictive Unauthorized Practice of Law
Opinion
On February 19, 2005, the Virginia State Bar held
a hearing to consider Unauthorized Practice of
Law Opinion 207, which states that a social worker
preparing forms for self-represented litigants in small
claims court is engaged in the unauthorized practice
of law. HALT submitted written comments to the bar,
urging the rejection of the proposal, arguing that
preventing social workers from assisting small claims
litigants threatens to hurt those who already have
the least access to courts.
HALT, which works to reduce and eliminate
barriers that prevent legal consumers from resolving
their legal affairs simply and affordably, has staunchly
advocated increasing access to and the
user-friendliness of small claims courts.
Unfortunately,
Virginia's small claims courts already rank among the
nation's worst, receiving a "D" grade in HALT's 2004 Small
Claims Report Card. UPL Opinion 207, if passed,
would go even further toward undermining the
potential of small claims courts as venue that allows
ordinary people to take charge of their legal
affairs.
"Virginia's small claims courts are on the verge of
going from bad to worse. The forms that small claims
litigants need to fill out are more complicated than a
tax return and have fewer accompanying
instructions," stated HALT Senior Counsel Thomas
Gordon. "If the Virginia Bar has its way, consumers
will not be allowed any assistance in filing in small
claims court. At least with a tax return, H&R Block
can help you complete it."
In comments to the bar, HALT outlined the
difficulty of filing in Virginia's small claims courts,
which requires litigants to complete hard-to-
understand forms. HALT urged Virginia to follow the
model of other states that allow nonlawyer
assistance and, in states like California, actually
provide small claims advisors to provide such a
service.
"The vast majority of Virginia small claims litigants
are unable to complete court forms unassisted. If the
Virginia Small Claims Division is to serve any
meaningful function as an accessible arbiter of
justice, litigants must be allowed to use the
assistance of nonlawyers," stated Gordon.
HALT has worked to abolish a number of other
unauthorized practice restrictions that unnecessarily
block access to nonlawyer services. HALT advocates
the simple definition that the unauthorized practice of
law means saying you are a lawyer when you are not.
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Click here to read more about HALT's efforts to increase legal consumer choice. |
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| HALT Brings A Longtime Consumer Advocate onto the Board of Directors |
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At HALT's Board of Director's meeting last month,
Sally Greenberg was unanimously elected to join the
board.
Sally brings over 20 years of consumer
advocacy experience to HALT's Board of Directors.
For more than a decade, Sally worked for the Civil
Rights Counsel for the Eastern States for the \
Anti-Defamation League in Boston. During this time
period,
she also served on the Governor's Hate Crime
Commission, the Governor's Commission on
Technology and Computer Crime and the Governor's
Commission on the Status of Women.
Since 1997, Sally Greenberg has been a product
safety counsel at Consumers Union. As a Senior
Product Safety Counsel, Sally works to insure that
consumers receive the best possible information
about the safety of their cars, appliances and other
consumer products, and works to see that dangerous
products are removed from the market. She
advocates for preserving consumers' access to the
courts in the event they are injured by medical
malpractice, a hazardous product, or simply have a
dispute with a company and want access to the
courts to seek resolution. Sally has long supported
the right of consumers to be treated fairly throughout
the legal system, including by their own lawyers, and
supports broader access to legal services regardless
of socio-economic status.
"We are very proud and happy to welcome Sally
Greenberg to our board," stated HALT Executive
Director Jim Turner. "Sally brings a special expertise
in defending consumer rights and a longstanding
commitment to improving access and accountability
in our legal system -- a combination that will
strengthen both our advocacy and education
efforts. All of us look forward to working with her to
protect and empower America's legal consumers."
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Click here to get to know the rest of HALT's Board of Directors. |
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