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IBA: A 'Safe Ask' is Just a Phone Call Away

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By Robert W. York, Robert W. York & Associates

york-robert.jpg York

On January 26, 2006, the then members of the Executive Committee of the Seniors Lawyers Division (later renamed the Senior Counsel Division): Justice Brent Dickson; Bob York; Bob Geddes; Phil Genetos; Ray Good and John Render, met for the Division’s organizational meeting and discussed the direction that should be taken to accomplish the directive from Indianapolis Bar Association President Judge Cynthia Ayers that the Division undertake a significant initiative for the advancement of the IndyBar, its members and the practice of law.

Following the addition of Judge Sarah Evans Barker and Judge Margret G. Robb to the Committee, discussion ensued over several months as to the development of a program which would provide a resource for members of the IndyBar to obtain guidance and information from experienced attorneys intended to assist them in providing quality and ethical legal services to their clients.

At the recommendation of Judge Barker, the Committee determined that the nomenclature, “Safe Ask,” would properly describe the program’s purpose and would encourage potential users to believe that they could be safe in asking questions that would aid them and their clients.

With respect to the implementation of the program, the Committee determined that:

For conflicts check purposes – the responder should first determine whether the inquiry involves a matter in which the responder is involved.
ask-factbox.gif It was important to receive a safe question. For example, because the provisions of Rule 8.3 of the Rules of Professional Conduct require the reporting of a known violation of the Rules of Professional Conduct, the inquirer should be informed to frame their inquiry accordingly.

Responders should avoid the temptation to try to “solve” the inquirer’s case and instead should provide their best advice while reminding the inquirer that: since the practice of law is an art, there is usually no one “best” method to resolve a legal issue; that the advice given should be considered as a recommended approach and not as a guarantee that it will obtain the desired results; and, that the inquirer should exercise his or her independent judgment in deciding upon their course of action.

In the event the responder is unable to frame a proper response, the inquirer should be referred to another source, such as the Indiana State Bar Association Ethics Committee, which has been designated by the Supreme Court to provide advice on ethics issues.

The Safe Ask program should be made available to all IndyBar members and should utilize the IndyBar’s Website at www.indybar.org. A member wanting a response to a question may access the “Member Benefits” section of the site and then send an email by using the “Safe Ask” section of the site. Depending upon the nature of the question and the member’s indication, the question will be answered confidentially by email or telephone, or, if the question does not require confidentiality, will be forwarded to the Safe Ask Panel for responses as they choose.

The disclaimer approved by the Committee should be posted on the website.

Members of the initial Safe Ask Panel were: Robert W. York, Robert W. York & Associates; John C. Render, Hall Render Killian Heath & Lyman; Ronald L. Dyer, Elder Law Attorney; Terrill D. Albright, Baker & Daniels; Donald L. Centers, Hannon, Hutton & Associates; Robert W. Geddes, Hume Smith Geddes Green & Simmons; Philip C. Genetos, Ice Miller; Raymond Good, Lewis & Kappes; John Q. Herrin, Drewry Simmons Vornehm; Paul F. Kortepeter, Sommer & Barnard; and, Michael J. Rusnak, Harrison & Moberly.

In the intervening years, panel members have responded to a broad array of questions involving procedural, discovery and evidentiary issues as well as conflicts with a court, with clients, with opposing counsel and within a law firm.

The Safe Ask program has been and will continue to be a valuable resource for IndyBar members and all are encouraged to contact any of the current panel members listed on the IndyBar’s website, knowing in advance that they can safely ask any question.•

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  1. Good riddance to this dangerous activist judge

  2. What is the one thing the Hoosier legal status quo hates more than a whistleblower? A lawyer whistleblower taking on the system man to man. That must never be rewarded, must always, always, always be punished, lest the whole rotten tree be felled.

  3. I want to post this to keep this tread alive and hope more of David's former clients might come forward. In my case, this coward of a man represented me from June 2014 for a couple of months before I fired him. I knew something was wrong when he blatantly lied about what he had advised me in my contentious and unfortunate divorce trial. His impact on the proceedings cast a very long shadow and continues to impact me after a lengthy 19 month divorce. I would join a class action suit.

  4. The dispute in LB Indiana regarding lake front property rights is typical of most beach communities along our Great Lakes. Simply put, communication to non owners when visiting the lakefront would be beneficial. The Great Lakes are designated navigational waters (including shorelines). The high-water mark signifies the area one is able to navigate. This means you can walk, run, skip, etc. along the shores. You can't however loiter, camp, sunbath in front of someones property. Informational signs may be helpful to owners and visitors. Our Great Lakes are a treasure that should be enjoyed by all. PS We should all be concerned that the Long Beach, Indiana community is on septic systems.

  5. Dear Fan, let me help you correct the title to your post. "ACLU is [Left] most of the time" will render it accurate. Just google it if you doubt that I am, err, "right" about this: "By the mid-1930s, Roger Nash Baldwin had carved out a well-established reputation as America’s foremost civil libertarian. He was, at the same time, one of the nation’s leading figures in left-of-center circles. Founder and long time director of the American Civil Liberties Union, Baldwin was a firm Popular Fronter who believed that forces on the left side of the political spectrum should unite to ward off the threat posed by right-wing aggressors and to advance progressive causes. Baldwin’s expansive civil liberties perspective, coupled with his determined belief in the need for sweeping socioeconomic change, sometimes resulted in contradictory and controversial pronouncements. That made him something of a lightning rod for those who painted the ACLU with a red brush." http://www.harvardsquarelibrary.org/biographies/roger-baldwin-2/ "[George Soros underwrites the ACLU' which It supports open borders, has rushed to the defense of suspected terrorists and their abettors, and appointed former New Left terrorist Bernardine Dohrn to its Advisory Board." http://www.discoverthenetworks.org/viewSubCategory.asp?id=1237 "The creation of non-profit law firms ushered in an era of progressive public interest firms modeled after already established like the National Association for the Advancement of Colored People ("NAACP") and the American Civil Liberties Union ("ACLU") to advance progressive causes from the environmental protection to consumer advocacy." https://en.wikipedia.org/wiki/Cause_lawyering

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