Wednesday, March 08, 2006

Mediator Testifies As To Party Capacity!

The Tennessee case of McMahan v. McMahan, 2005 Tenn. App. LEXIS 756 (Tenn. App. 2005) is very instructive for mediators on how a mediator might testify as to party capacity without violating confidentiality. There’s also much more of value on other points in the opinion.

The Husband moved to enforce a handwritten mediation agreement which the Wife and Husband and their counsel signed or initialed, when the Wife attempted to repudiate the longhand agreement, arguing that it was not enforceable because of duress, lack of capacity, and that it was not intended to be an enforceable agreement.

The trial court held a hearing at which the mediator testified that Wife's mental condition did not appear impaired during the mediation. The appellate court found that the mediator in this case was careful not to testify to statements or assertive conduct made by Wife. She did not disclose confidential information or attempt to prove liability via conduct or statements made in the course of the mediation. The trial court then enforced the agreement and this was affirmed on appeal.

Florida Rules for Certified and Court-Appointed Mediators, Rule 10.310 (d), Self-Determination, Postponement or Cancellation provides that “If, for any reason, a party is unable to freely exercise self-determination, a mediator shall cancel or postpone a mediation.”

Florida Rules for Certified and Court-Appointed Mediators, Rule 10.420(b), Conduct of Mediation, Adjournment or Termination, provides that

A mediator shall:

(1) adjourn the mediation upon agreement of the parties;

(2) adjourn or terminate any mediation which, if continued, would result in unreasonable emotional or monetary costs to the parties;

(3) adjourn or terminate the mediation if the mediator believes the case is unsuitable for mediation or any party is unable or unwilling to participate meaningfully in the process;

(4) terminate a mediation entailing fraud, duress, the absence of bargaining ability, or unconscionability; and

(5) terminate any mediation if the physical safety of any person is endangered by the continuation of mediation.

[Emphasis added.]

While we’re to be non-judgmental as between the parties, aren’t mediators making “judgment calls” all the time? Take a look at how the mediator was permitted to testify and reconcile the testimony with the above rules.

To email me, click Perry S. Itkin.

Tuesday, March 07, 2006

The Need For Tweaking Can Be Fatal!

The case settled – no it didn’t; yes it did; no; yes; etc.

All mediators should read the New Jersey opinion Lehr v. Afflitto, 2006 N.J. Super. LEXIS 8 (N.J. App. 2006). It’s a long one, full of good lessons on a variety of topics [i.e. mediator’s opening statement, mediator responsibilities to the court, confidentiality and waiver, party remorse, clarity of communication, right to attorney review of agreements, plus more] and well worth reading!

The divorcing couple was ordered to mediation which occurred over two sessions and resulted in a memorandum of understanding [MOU] written by the mediator, who acknowledged “tweaking” was necessary on several issues. The plaintiff represented to the court that the matter was completely settled in mediation. Notwithstanding the fact that everyone agreed that the parties never created nor signed a property settlement agreement, the court used the mediator’s MOU as proof that the divorce was resolved and entered judgment. The defendant appealed.

The Appeals Court held that admission of the mediator’s MOU was error since the parties never waived their right for the mediation to remain confidential. The Appeals Court also held that there was no settlement because certain financial issues were left unresolved, showing a lacking of a final agreement. The mediator did not make a report to the court as required by the court order.

The appellate court viewed the trial judge’s taking testimony from the mediator with disappointment and said that “confidentiality of the mediation process is a matter of great public and systemic importance.” The court identified several bases for confidentiality in mediation: terms in the court order to mediate; the mediator’s oral statements to the parties; applicable court rules; and principles of the Uniform Mediation Act which the court stated was an “appropriate analytical framework” even though the UMA was not in force during the time in question.

So, after reading the opinion, how will you conduct your next mediation?

To email me, click Perry S. Itkin.

Tuesday, February 28, 2006

“If You Had Only Told Me!” – A Defense To Sanctions

In the Fifth District Court of Appeal case, Hernando County School Board v. Nazar, 2006 Fla. App. LEXIS 1995 [Fla. 5th DCA 2006], appellant filed a motion with the appellate court seeking the imposition of sanctions against appellee, Paul Nazar, and his counsel, Peter Capua, for their failure to appear at court-ordered appellate mediation.

The mediator, appellant’s counsel and party representatives all traveled to the site of the mediation. Nazar did not appear for the scheduled mediation. Attorney Capua did not appear in person for the mediation, although he attempted to appear by telephone. While no motion was filed with the court seeking to be excused from the personal appearance requirement, Capua contacted the mediator's office and sought to be excused from appearing personally at the mediation [not a good move]. The mediator did not excuse [this was a good move] the personal appearance of either Capua or Paul Nazar due to the court’s order which expressly stated that personal attendance can only be excused by the court.

To learn what reasons were given for not appearing and what the sanctions were, read the opinion. It’s a quick read.

To email me, click Perry S. Itkin.

Monday, February 27, 2006

I’m A Better Decision Maker When I’m Unconscious!

Okay, not really – but maybe! According to this article in Science magazine [subscription required] important decisions are better made when the thoughts about them are “put out of mind” and the choices are complex. The “deliberation without attention” theory has application in mediation. To learn a little more about the concept you might like to read about the study in this article from Yahoo.com News or this article [registration required and it’s free] in the New York Times.

So, the next time you hear a party say “I’d like to sleep on it overnight” [allowing unconscious thought to kick in], you just might suppose that has some value – or not [depending on . . . .].

Think about it [pun intended] – have you ever awakened with a great idea or a solution to a problem?!?

To email me, click Perry S. Itkin.

Friday, February 24, 2006

President Bush On Mediation – What Did He Say?!?

In an interview reported in Pakistan’s Daily Times, President Bush was asked about proposals for mediating between India and Pakistan:

Q: Mr. President, in your speech, you talked about the Kashmir dispute and you said that you would like India and Pakistan to take bilateral steps to resolve the dispute. Pakistan has made certain proposals, but they are not reciprocated by India. And it seems that this bilateral process is not going anywhere. There’s need for a third-party mediation or some sort of help. Do you have any specific proposals for that?

Bush: First, I’d like to make sure I clarify my statement for all to read. America supports a solution that is acceptable to all sides — since you’re probably the only person in the room that paid attention to my speech. In the speech, as you know, I said “to both sides”. The language should be “all sides”, because it recognises [sic] that a solution must be acceptable to India, Pakistan and those living within Kashmir. Our position is one that says a dispute that has been so long in a nation’s history can best be resolved when two nations make the determination to sit down and come up with a solution that is acceptable to all sides. Of course, during my discussions, I will encourage that dialogue to go forward. I’m convinced that history changes, and as history changes, attitudes can change, circumstances change, and that we have a possibility to see this issue resolved by strong and courageous leaders. I’m pleased to see the amount of trade that’s taking place between India and Pakistan. It’s a substantial increase from July of ‘04 to July of ‘05. I thought that the — the new transportation routes between India and Pakistan are hopeful signs. And so the role of the United States, in our judgment, is one that will help lead to a settlement that is acceptable to all sides.”

What?!?

To email me, click Perry S. Itkin.

Thursday, February 23, 2006

If It Looks, Walks And Quacks Like A Duck – It’s Not Mediation! It’s A Duck!

There is a myriad of alternative dispute resolution processes. You know them – negotiation, conciliation, facilitation, mediation [of course], early neutral evaluation, ombudsman, fact-finding, mini-trial, summary jury trial, arbitration, private judging, and litigation [again, of course]. There are combinations of these and other processes [we are very clever thinkers!]. There are also other ADR processes as well. All to say, the most visible are negotiation, mediation, arbitration and litigation. What happens sometimes [and sadly so] is that some of the other ADR processes are called mediation when, in fact, they are not as reflected in this opinion letter to 2TheAdvocate.com in Baton Rouge, Louisiana. Reading it, you can almost feel the writer’s frustration. You can, can’t you?

To email me, click Perry S. Itkin.

Wednesday, February 22, 2006

It’s Not What It Seems

According to the headline in Yahoo’s UK Entertainment News, actress Sharon Stone “lost” custody of her son as a result of an agreement reached in mediation. Not so fast! Take a look at the article. Was this a “good” agreement? “Good” for whom? What do you think about the agreement? Are more details needed before you come to a conclusion?

Remember, Florida’s Rules for Certified and Court-Appointed Mediators, Rule 10.320, Nonparticipating Persons, provides “A mediator shall promote awareness by the parties of the interests of persons affected by actual or potential agreements who are not represented at mediation.”

To email me, click Perry S. Itkin.

Tuesday, February 21, 2006

The Impartiality Hokey-Pokey!

According to the Second District Court of Appeal in Stevens v. Americana Healthcare Corp., 2006 Fla. App. LEXIS 1536 [Fla. 2nd DCA 2006], a writ of prohibition was issued against a trial judge, who first suggested he could not be impartial and then changed his mind when a party moved to disqualify him, and denied the motion to disqualify.

The judge voluntarily disclosed a personal or social relationship with some of the witnesses [a good move], invited the parties to make a motion for disqualification [another good move], suggested it would be granted [an even better move] but then denied the timely motion [a very bad move]. The appellate court did not believe that the trial judge’s voluntary disclosure of his friendship or acquaintance with some of the witnesses who might testify at trial in this matter was sufficient by itself to require the judge's disqualification. It was the judge’s remarks thereafter that lead to his disqualification.

What can mediators learn from this opinion?

Well, for starters how about Florida Rules for Certified and Court-Appointed Mediators, Rule 10.340(a) and (c), Conflicts of Interest?

(a) Generally. A mediator shall not mediate a matter that presents a clear or undisclosed conflict of interest. A conflict of interest arises when any relationship between the mediator and the mediation participants or the subject matter of the dispute compromises or appears to compromise the mediator’s impartiality.

(c) Effect of Disclosure. After appropriate disclosure, the mediator may serve if all parties agree. However, if a conflict of interest clearly impairs a mediator’s impartiality, the mediator shall withdraw regardless of the express agreement of the parties.

All to say, conflicts of interest and impartiality are closely connected [but you knew that, right?!?] and something we should always be attentive to.

To email me, click Perry S. Itkin.

Monday, February 20, 2006

“E.T.” Is Barred From Mediation!

Well, not exactly the real “E.T.” [the real E.T.?]– the concept is there however according to this article in The Birmingham News. A U.S. District Court Judge [not in Florida] ordered all parties [HealthSouth, investors and insurers] to stay at a mediation session until the mediator releases them. The Judge also ordered that the “designated client representative of each defendant shall have absolute authority to settle without the need to phone home for additional authority.”

Florida Rules of Civil Procedure, Rule 1.720(b), Mediation Procedures – Sanctions for Failure to Appear, requires, among others, the appearance of the party or its representative having full authority to settle without further consultation or a representative of the insurance carrier for any insured party who is not such carrier’s outside counsel and who has full authority to settle up to the amount of the plaintiff’s last demand or policy limits, whichever is less, without further consultation.

So, the Judge’s order on the issue of authority to settle is consistent with the above rule. However, what do you think about that part of the order that requires the parties to stay in mediation until released by the mediator? Any ethical dilemmas here? How do you balance the mediator’s responsibilities to the court with the mediator’s responsibilities to the parties?

What about Florida Rules for Certified and Court-Appointed Mediators, Rule 10.420(b), Conduct of Mediation, Adjournment or Termination?

A mediator shall:

(1) adjourn the mediation upon agreement of the parties;

(2) adjourn or terminate any mediation which, if continued, would result in unreasonable emotional or monetary costs to the parties;

(3) adjourn or terminate the mediation if the mediator believes the case is unsuitable for mediation or any party is unable or unwilling to participate meaningfully in the process;

(4) terminate a mediation entailing fraud, duress, the absence of bargaining ability, or unconscionability; and

(5) terminate any mediation if the physical safety of any person is endangered by the continuation of mediation.

After considering this rule, would you mediate under this order or would you decline the appointment?

To email me, click Perry S. Itkin.

Friday, February 17, 2006

Mediation Training Means Something!

According to this article on AllAfrica.com, the Centre for Effective Dispute Resolution [CEDR] reports that in Lagos, Nigeria, the problems Nigerians have in resolving conflicts, was as a result of the fact that well trained mediators have been denied the privilege of mediating in such conflict situations. Simply put, untrained mediators “mess things up”. I know, you’re shocked!

To email me, click Perry S. Itkin.

Thursday, February 16, 2006

Gender and Negotiation – Is There A Nexus?

According to this article from the Harvard Business School’s Working Knowledge, gender is not a good predictor of negotiation performance, but ambiguous situations can trigger different behaviors by men and women. Suggestions are offered on how to neutralize the differences and reduce inequities. How would you implement these suggestions in your mediations?

To email me, click Perry S. Itkin.

Wednesday, February 15, 2006

“Florida Mediator” Posts Are Now Available By E-mail!

Never miss another post! If you like Florida Mediator then perhaps you’d like to sign up to receive it by email. Just scroll down this page and near the end of the right column, enter your email address and click on the “Subscribe me!” button. You’ll receive an email requesting that you confirm your subscription registration. It’s as easy as that!

To email me, click Perry S. Itkin.

Tuesday, February 14, 2006

Am I Qualified To Be A Mediator? Part II.

In an earlier post last year, I reported that the ADR Rules and Policy Committee of the Florida Supreme Court filed its Petition to amend the Florida Rules for Certified and Court-Appointed Mediators relating to revising the qualifications for mediator certification and other matters. Oral argument was held February 8, 2006. Judge Shawn Briese, Chair of the ADR Rules and Policy Committee, presented a masterful argument in support of the petition. A large part of the questioning focused on non-lawyers serving as mediators.

You can watch a video of the argument or you can read the transcript. It’s quite interesting!

Now, we wait.

To email me, click Perry S. Itkin.

Monday, February 13, 2006

Mediation Failed – What Do Parties Think About?

$51,000.00 was spent by the City of Clarksville, Tennessee, on mediation in racial discrimination lawsuits involving police officers and the police department. Mediation “failed” according to this editorial in The Leaf-Chronicle. What do you think the people of Clarksville are wondering about? If you were the mediator, is there any positive foreshadowing you would have done in this situation?

To email me, click Perry S. Itkin.

Thursday, February 09, 2006

Florida Family Law Rules of Procedure Amended

The Florida Supreme Court, in In Re Amendments To Florida Family Law Rules Of Procedure Form 12.900(a), SC05-2154 [Fla. 2006], adopted Florida Family Law Rules of Procedure Form 12.900(a) effective immediately.

This form must be used when anyone who is not a lawyer in good standing with The Florida Bar helps a party complete any Florida Family Law Form. The nonlawyer must complete this form and both the party and the nonlawyer are required to sign it before the nonlawyer assists the party in completing any Family Law Form.

This is important information for Family Law Mediators who are not lawyers. It would be helpful to read the opinion and the form itself in conjunction with MEAC Opinions 2000-009 and 2001-003. In summary, these opinions advise that “assisting pro se litigants with filling out forms approved by the Supreme Court of Florida after a mediated settlement agreement is not a per se violation of the mediation rules; however, caution should be exercised to ensure compliance with mediation rules and other professions’ standards of conduct.”

To email me, click Perry S. Itkin.

Wednesday, February 08, 2006

A Written Mediation Agreement – Why Bother?

Florida Rules for Certified and Court-Appointed Mediators, Rule 10.420, Conduct of Mediation, (c) Closure, provides “The mediator shall cause the terms of any agreement reached to be memorialized appropriately and discuss with the parties and counsel the process for formalization and implementation of the agreement.”

Florida Rules for Certified and Court-Appointed Mediators, Rule 10.370, Professional Advice Or Opinions, (b) Independent Legal Advice, provides “When a mediator believes a party does not understand or appreciate how an agreement may adversely affect legal rights or obligations, the mediator shall advise the party of the right to seek independent legal counsel.”

In the Fourth District Court of Appeal case of Matos v. Matos, 2006 Fla. App. LEXIS 1162 [Fla. 4th DCA 2006], the pro se parties went to a lawyer-mediator to work out a “settlement.” The husband moved to enforce the oral “marital settlement agreement.” The mediator testified that the parties came to her after they reached an informal agreement which she was to reduce to writing. Although nothing was in fact written down, the mediator thought that the parties came to an agreement. Moreover, she stated that she was not a constant participant in the negotiations.

There’s much more to the underlying facts in this case, which is worth reading, including domestic violence and financial disclosure issues. The appellate court reversed the final judgment and remanded the case for a new trial on the issue of division of the marital assets and alimony.

What, if anything, might have been different if the parties’ agreement was reduced to writing and the rules above complied with? Given the lawyer-mediator’s testimony, was this really a mediation? What do you think?

To email me, click Perry S. Itkin.

Tuesday, February 07, 2006

Here’s Florida Legislation You’ll Want To Follow!

The 2006 session of the Florida Legislature will convene March 7th. House Bill 7019 , a bill relating to mediation, was filed January 23, 2006 by the Civil Justice Committee.

In 2005, family court references in the statutes were changed to references to the unified family court model; however, mediation law was not correspondingly changed. This bill redefines mediation in Chapter 44, F.S., to provide for mediation in the unified family court. It reflects the changes created by the passage in 2005 of s. 25.375, F.S., which created the unified family court system and amends s. 44.1011, F.S., to create a definition for “unified family court mediation”. It also makes other technical and corrective changes to mediation law.

A sponsor in the Senate is expected.

To email me, click Perry S. Itkin.

Monday, February 06, 2006

Was Mediation Abused? You Decide.

According to this article in The Miami Herald, seven named plaintiffs in a class action lawsuit challenged the City of Miami’s fire fee and a $7 million settlement was reached in mediation. The 80,000 others supposedly in line to benefit from the class-action got nothing. Also, here’s the memorandum from the Office of the City Attorney about the lawsuit and recommending settlement. Read the article, visualize what may have occurred during mediation, and then decide – was mediation abused? Is this even the right question to ask? What about confidentiality? What do you think?

To email me, click Perry S. Itkin.

Friday, February 03, 2006

“I’m Going To Kill You! Let’s Mediate.”

Well, not exactly! According to this article from News 14 Carolina, a high school student who was accused of cheating by his teacher allegedly screamed at her, “I’m going to kill you!” She obtained a restraining order against him [there was more than just the screaming]. At a hearing to extend the restraining order, the teacher and the student agreed to go to mediation and they reached an agreement, some of the terms of which are in the article. How about that!

To email me, click Perry S. Itkin.

Thursday, February 02, 2006

The Sky Is Not The Limit!

Mediation is powerful – it provides disputing parties with opportunities to craft outcomes tailored to their unique needs and circumstances in ways that neither judge nor jury can develop via decision or verdict. However, there are limits as demonstrated by the First District Court of Appeal in Wakeman v. Dixon, 2006 Fla. App. LEXIS 659 [Fla. 1st DCA 2006]. Although these were not mediation agreements, the several agreements entered into by this same sex couple providing for co-parenting for two children born to one of them as a result of sperm donation, were creative, tailored and unenforceable. Under Florida law, absent evidence of detriment to the child, courts have no authority to grant custody or to compel visitation by a person who is not a natural parent and agreements providing for visitation by a non-parent are unenforceable.

The concurring opinion urged the legislature to address the needs of children born into or raised in non-traditional households when a break-up occurs.

I wonder, if someone can waive their right to an attorney during in-custody interrogation or otherwise waive their Fifth Amendment privilege against self-incrimination, can they waive their constitutional right to privacy in a mediation agreement? What do you think?

To email me, click Perry S. Itkin.

Wednesday, February 01, 2006

What Was On The Mind Of A Murderer?

In the latest of a series of posts about the murder trial of the husband who stabbed his wife to death after a mediation conference, this article from Inside Bay Area gives us an uncommon insight into what the mediant [I made that up] husband was thinking about as his expectation of family mediation. He testified in his defense. Now, I was not being judgmental [I’m still a mediator] when I titled this post. According to this article in The Mercury News the jury found him guilty of first-degree murder.

To email me, click Perry S. Itkin.

Tuesday, January 31, 2006

“The Check Is In The Mail!”

“Yeah, right!” Wait, what if it is really in the mail? The big question is what do you mean by “check”? According the Second District Court of Appeal in JLA Investment Corporation v. Colony Insurance Company, 2006 Fla. App. LEXIS 472 [Fla. 2nd DCA 2006] the parties, in this mediation agreement, settled their dispute by the appellee paying appellant $250,000.00 by bank or casher’s check by a date certain. All clear, right? Not so fast! Appellee timely delivered a check drawn on its corporate bank account. Appellant objected to the form of the payment, renounced the settlement and demanded $300,000.00 to settle its claim. Nice try [not really]. Appellant contended, as part of its defense to a Motion to Enforce a Settlement Agreement, that the agreement contemplated payment by an “immediately cashable” instrument. Not so said the appellate court. It’s a short, interesting opinion that’s worth reading to find out why not. Check it out [okay, I’m sorry for the pun]!

Seriously, what’s the agreement drafting lesson for us?

To email me, click Perry S. Itkin.

Monday, January 30, 2006

MEAC Opinion 2005-006 Now Online!

Here’s the summary of MEAC Opinion 2005-006 which addresses a conflict of interest inquiry:

A mediator (who is also an attorney) engaged in an ongoing legal relationship with a third party administrator must not serve as a mediator in cases involving the third party administrator because it is a clear, nonwaivable conflict of interest. A mediator (who is also an attorney) may serve in cases involving a reinsurer, even if some of the mediator’s legal clients utilize the same re-insurer, if the relationship is disclosed and the parties waive any potential conflict because such a relationship is not a clear conflict of interest.

To email me, click Perry S. Itkin.

Monday, January 23, 2006

“Ineffective Assistance Of Mediator”

Often criminal defendants raise the issue of ineffective assistance of counsel in their request for post-conviction relief as shown in the Third District Court of Appeal opinion, Carter v. State, 2006 Fla. App. LEXIS 389 [Fla. 3rd DCA 2006]. Mediators can avoid the claim of “ineffective assistance of mediator” [I made that up!] when parties attempt to set aside a mediation agreement by adhering to the lesson to be learned from reading this opinion. For example, think about the types of questions you might ask the disputing parties before they sign the agreement, i.e. have you read each and every word of the agreement, have you discussed it with your attorney, do you fully understood its provisions and what you have to do to comply with the agreement. A pretty good idea, don’t you think?!? What other types of questions might you think of to ask? Let me know, ok?!?

To email me, click Perry S. Itkin.

Friday, January 20, 2006

A Mediator Testifies

I’ve been following the news accounts of the murder trial of a husband who stabbed his wife to death after a mediation conference. The post this past Wednesday and the post earlier this month provide the foundation for today’s offering. According to this article in The San Mateo Daily Journal the family mediator testified that the Husband calmly left the mediation after he stood up and announced “I think we’re done here, thank you very much.” The mediator also said “It was well within the range of what I see” on a usual basis. All to say, expect the unexpected! There is nothing usual about the unexpected.

To email me, click Perry S. Itkin.

Wednesday, January 18, 2006

Don’t Read This If You Are Squeamish.

If this were a television program the warning might be something like “For Mature Audiences; Violence”. In an earlier post I wrote about a post-mediation homicide. The trial just began and according to this article from CBS 5: Bay City News Wire the prosecutor’s opening statements present a grim scenario which holds a plethora of lessons for mediators, especially in screening for domestic violence. Another article in The San Mateo Daily News provides additional information. In poker the saying goes “Read ‘em an’ weep!” The morphed saying for mediators could be “Read ‘em [the parties, not the cards] an’ weep! Think! Plan”!

This is serious. Please be careful!

To email me, click Perry S. Itkin.

Monday, January 16, 2006

New Continuing Mediator Education Seminars for 2006!

We have developed 2 new extraordinary Continuing Mediator Education programs for 2006. One is “CPR for Your Mediation Practice” and the other is “Skill Enhancements for Mediation Professionals”. Each seminar offers 8 CME hours, including 5 Ethics and The Florida Bar has approved each seminar for 8 CLER hours and 5 in Ethics. Visit the Mediation Training Center to learn more!

I couldn’t help taking a moment to do some marketing!

To email me, click Perry S. Itkin.

“I’m Not Sitting There!”

One of the basic concepts for mediators to learn is to be attentive to the physical mediation environment – i.e., setting up the room, seating arrangements, the size and shape of the table, whether a table is used at all, etc. Imagine the dispute to be over who sits where! Okay, don’t imagine – it’s real according to this article in CBC Nova Scotia. The local school board is looking at canceling future meetings until a mediator is brought in to help settle a dispute over the seating arrangement. The dispute is actually deeper than what appears on the surface [I know, what a surprise!] according to this article from CBC Nova Scotia which provides a little more background.

To email me, click Perry S. Itkin.

Friday, January 13, 2006

“Wait For The Cognac!”

Mediators strive to avoid cultural ignorance. Here’s an interesting article from In-House Counsel on-line providing some tips for working with individuals from other countries. Although it’s directed to lawyers, it’s a nice article for mediators too and a pleasant way to end the week!

To email me, click Perry S. Itkin.

Thursday, January 12, 2006

Rules Are Made To Be Followed!

You knew that, right?!? From time to time, posts on Florida Mediator cite Florida Rules for Certified and Court-Appointed Mediators. Many of the Rules contain references to mediator conduct that is specifically prohibited [mandatory rules] – i.e., the “shall not” Rules. In Genuine Parts Company, et al. v. Parsons, 2006 Fla. App. LEXIS 134 [Fla. 4th DCA 2006] the Fourth District Court of Appeal, a case involving the Florida Rules of Civil Procedure and setting a matter for trial, said “We do not adhere to the plaintiff’s theory that the rules of civil procedure were meant to be broken.” Imagine that! Anyway, this is just a beginning of the year reminder for mediators that maybe now would be a good time to brush up on our rules of conduct.

To email me, click Perry S. Itkin.

Tuesday, January 10, 2006

Safety Is A Concern For Mediators

Florida Rules for Certified and Court-Appointed Mediators, Rule 10.420(b), Conduct of Mediation, Adjournment or Termination, provides that: A mediator shall:

(5) terminate any mediation if the physical safety of any person is endangered by the continuation of mediation.

What about the aftermath – i.e., what happens after the mediation conference? When does the mediator’s ethical obligation end? According to this sad article in The Mercury News, a husband lay in wait for his wife in an elevator after storming out of the mediation session. He allegedly continued the attack even as police arrived. The wife had been denied a restraining order against her husband two weeks before her death.

Do you have any concerns about mediator liability here? Please be careful!

To email me, click Perry S. Itkin.

Monday, January 09, 2006

Mediation and Cultural Diversity – An Example

According to this article from The Hawaii Channel a federal judge proposed a way to end a standoff that has kept a Hawaiian leader in prison after refusing to tell where Hawaiian artifacts have been placed in Big Island burial caves. The judge suggested participation in a Hawaiian-style mediation process. What isn’t clear from the judge’s proposal was whether this was ho’oponopono or some other form of mediation. A cultural concern is what form of mediation the court was talking about.

To email me, click Perry S. Itkin.

Friday, January 06, 2006

Back To Basics – Grammar Is Important!

In Tiny Treasures Academy & Get Well Center, Inc. v. Stirling Place, Inc., 2005 Fla. App. LEXIS 20276 [Fla. 4th DCA 2005] the Fourth District Court of Appeal relied on the rule of ejusdem generis [the rule of whaat?!?] to interpret prepositions and nouns and decided that the prepositional phrase “to the premises” modified the noun “damages”, as in “damages to the premises” – this entire phrase is clear, right? Well, it was the issue on appeal. The opinion is a quick read, the “rule of whaat?!?” is explained and, yes, we’re back to basics. All to say the written word is still important [but you knew that, right?!?].

To email me, click Perry S. Itkin.

Thursday, January 05, 2006

Virtual Visitation – A Tool for Family Mediators

This article in the Wisconsin State Journal highlights several on-line websites for divorced parents to assist them in communicating with each other and with their children. These helpful tools should be in the “toolboxes” of family mediators. Take a look at these valuable resources – good ideas for parents who cannot, or choose not to, communicate directly with each other as well as for those parents who are not “communication challenged”.

To email me, click Perry S. Itkin.

Wednesday, January 04, 2006

Hunting and Mediation?

According to this article in The Daytona Beach News-Journal shooting the bird had nothing to do with hunting. A complaint about obscene road rage gestures was resolved in mediation. Actually, it took more than one mediation session to reach an agreement. The parties were a teacher and a public safety director. Who do you think was the “hunter”? There’s more to the story.

To email me, click Perry S. Itkin.

Tuesday, January 03, 2006

Mediating Death-Row Cases

There’s a new television show called In Justice which premiered on New Year’s Day. The theme involves the National Justice Project, a high-profile, non-profit organization made up of young lawyers and investigators who fight to overturn wrongful convictions, liberate the falsely accused, and discover the identity of those really to blame. How about something similar – mediating death-row cases? According to this article [scroll down the list to “Hard Bargaining”] in the Arab News that’s exactly what the mediator does – he tries, through mediation, to save death-row inmates from, well, death. It’s very interesting reading!

To email me, click Perry S. Itkin.

Monday, January 02, 2006

Mediation Is A Riot!

Well, not exactly. According to this article in Outlook India, lawyers from the Delhi Bar Association vigorously [to put it mildly] protested the opening of a mediation center [referred to as a “Mediation Cell”] at a court complex in New Delhi. The Bar claims the cell, started with the help of American trainers from the U.S.-based Ford Foundation for out-of-court case settlements in October was a glaring example of “back-door” entry of foreign legal machinery in India. Hmmmm!!

To email me, click Perry S. Itkin.

Friday, December 30, 2005

Mediators Are “Violence Interrupters”

According to this article from the BBC News [International Version], a Chicago organization named “CeaseFire” has been created to mediate gang conflicts. The mediators are former gang members who are referred to as “Violence Interrupters” – an interesting moniker.

All to say, my best wishes to you and your families for a Happy, Healthy, Prosperous and, especially, Safe New Year! Thank you for making Florida Mediator a part of your reading this year. “See” you next year – keep smiling!

To email me, click Perry S. Itkin.

Thursday, December 29, 2005

New Multijurisdictional [MJP] Practice Rules Impact Mediation

According to this article in The Florida Bar News, three new rules that deal with multijuristictional law practice in Florida become effective January 1, 2006. The article presents some common questions with answers including one that focuses on mediation. We should know about this. Take a look [it’s the third question from the end of the article].

To email me, click Perry S. Itkin.

Wednesday, December 28, 2005

“Marathon Mediation” – Potential For Coercion

Florida Rules for Certified and Court-Appointed Mediators, Rule 10.310(b) Self-Determination, Coercion Prohibited provides “A mediator shall not coerce or improperly influence any party to make a decision or unwillingly participate in a mediation.”

Rule 10.420(b)(2) Conduct of Mediation, Adjournment or Termination provides “A mediator shall adjourn or terminate any mediation which, if continued, would result in unreasonable emotional or monetary costs to the parties. . . .”

Generally, a mediator should not conduct a mediation conference which in any way would appear to coerce any party [but, you knew that!] – this would include the duration of the mediation and whether or not party [or their counsel or another mediation participant] expresses concern about the length of the conference. For instance, would a prolonged mediation conference have the unintended consequence of depriving a party of effective or meaningful representation of counsel?

Take a look at Shultheis v. Gotlin, 2005 Fla. App. LEXIS 20148 [Fla. 5th DCA 2005] for an analogous situation where an appellate issue [it starts on page 6, middle paragraph, of the opinion] involved a jury required to work a “marathon 16-hour workday” and the totality of the circumstances test. What mediation lessons can we learn from this opinion?

To email me, click Perry S. Itkin.

Tuesday, December 27, 2005

What Does Pastrami Have To Do With Mediation?

Marathon mediations – you may have participated in one or more, right?!? So, is your approach starve them until they settle – of course not! In providing the venue and environment for mediation you will attend to the dining [okay, maybe not high end cuisine] needs of the mediation participants. How about a 29 hour mediation? What would you serve or order in? According to this article in the New York Post, the recent transit strike in New York was settled over pastrami sandwiches! Pickles or chips anyone? The article presents some interesting insights into the negotiation techniques used by the mediators.

To email me, click Perry S. Itkin.

Monday, December 26, 2005

More Holiday Fun!

The week between Christmas Day and New Year’s Day is usually kind of quiet. So, in order not to lose any mental acuity, put on your thinking cap and enter [for free] the “Fun ADR Contest” at Dina Beach Lynch’s Mediation Mensch blog. The deadline is December 31st. Good Luck!

Thank you, too, to Dina for her very nice compliments about Florida Mediator!

To email me, click Perry S. Itkin.

Family Mediation – A New Meaning!

According to this article in the New York Daily News, the new acting boss of the Gambino crime family, John “Jackie Nose” D’Amico, is a mediator. How about that?!? Diplomacy skills are more valuable than muscle – new roles for new times.

To email me, click Perry S. Itkin.

Friday, December 23, 2005

A Holiday Present For You - If You Can’t Type [Or If You Can]!

Florida Rules for Certified and Court-Appointed Mediators, Rule 10.420 Conduct of Mediation provides:

(c) Closure. The mediator shall cause the terms of any agreement reached to be memorialized appropriately and discuss with the parties and counsel the process for formalization and implementation of the agreement.

Even though the Committee Notes enlighten us that mediators are “. . . not required to write the agreement themselves”, a mediator may act as a scribe and type the agreement as it is dictated to them by counsel or they will type the terms of the agreement as they develop point by point during the mediation. Can you do two things at the same time, i.e. listen and type [without looking at the keyboard]? Have you attempted this and found Jabberwocky on the screen?

Well, for fun, you might want to print the following paragraph and ask someone to read it out loud to you.

“Aoccdrnig to rscheearch at Cmabrigde Uinervtisy, it deosn't mttaer in waht oredr the ltteers in a wrod are, the olny iprmoatnt tihng is taht the frist and lsat ltteer be at the rghit pclae. The rset can be a toatl mses and you can sitll raed it wouthit a porbelm. Tihs is bcuseae the huamn mnid deos not raed ervey lteter by istlef, but the wrod as a wlohe.”

Even though the letters are jumbled in the paragraph, most people have no trouble reading it! Credits to Robert K. Goral for the paragraph.

Now, wasn’t that fun? Okay, how about interesting? Aren’t we just simply amazing?!?

Enjoy the Holidays and your families; stay safe!

To email me, click Perry S. Itkin.

Wednesday, December 21, 2005

Florida Hurricane Mediation Program Is A Model

As noted in this prior posting, Florida has developed a mediation protocol to address hurricane damage disputes that arise between insureds and their insurance carriers. It works! According to this article in the Insurance Journal, Mississippi’s Insurance Commissioner has unveiled a Hurricane Katrina mediation program patterned after Florida’s program. More details about the program, which is administered by the American Arbitration Association, are reported in this article in The Sun Herald. In addition to mail, telephone or fax registration, Internet registration for this program is expected to be available. How about that!?!

To email me, click Perry S. Itkin.

Tuesday, December 20, 2005

Court Is Not Always The Best Way – Mediation Is Better!

According to this article from ABC Action News, a Circuit Court Judge said the judicial system is not always the best way to resolve complex disputes and that mediation is the only way to find a middle ground between a university professor and Florida State University in a dispute over the focus of a new chemistry building. What’s this all about?

To email me, click Perry S. Itkin.

Monday, December 19, 2005

What’s Up With Parenting Coordination?

The Florida Chapter of the Association of Family & Conciliation Courts Task Force on Parenting Coordination has issued its final report on the development of parenting coordination legislation. It recommended that the parenting coordination legislation not be submitted for consideration to the Florida Legislature for action during this 2006 session since there still remains vast differences in approaches to the use of parenting coordinators, which differences are not resolvable at this time and that it was highly unlikely that the legislative process would result in a statute that would have wide support among the stakeholders interested in its outcome.

Click here for more information on the Task Force background.

To email me, click Perry S. Itkin.

Friday, December 16, 2005

Mark Your Calendar!

In an earlier post I reported that the Florida Supreme Court ADR Rules and Policy Committee had filed its Petition to amend Florida’s Rules for Certified and Court-Appointed Mediators requesting revisions to the qualifications for mediator certification and other matters. The Petition was filed May 11, 2005. Just yesterday, Oral Argument on the Petition was scheduled for Wednesday, February 8, 2006. All to say, mark your calendars! If you’d like to watch the proceedings on-line, you can do so by clicking here [not before February 8, 2006 – but you knew that, right?!?].

Enjoy the weekend!

To email me, click Perry S. Itkin.

Thursday, December 15, 2005

Florida Supreme Court Adopts Amendments to Small Claims Rules Referencing Mediation!

The Florida Supreme Court adopted Amendments to the Florida Small Claims Rules in its opinion SC05-146, released today with an effective date of January 1, 2006.

The Court adopted new Form 7.321, Notice to Appear for Pretrial Conference/Mediation, as proposed by the ADR Rules and Policy Committee, and agreed to by the Small Claims Rules Committee. This Form provides “[t]he case will not be tried at the Pretrial Conference, but may be mediated at that time. Do not bring witnesses. You must appear in person or by attorney. Whoever appears for a party must have full authority to settle for all amounts from zero to the amount of the claim without further consultation. Failure to comply may result in the imposition of sanctions, including costs, attorney fees, entry of judgment, or dismissal.” The Notice to Appear also contains an explanation of mediation and confidentiality of mediation communications.

The Court also adopted Form 7.350, Corporate Authorization To Allow Employee To Represent Corporation At Any Stage Of Lawsuit, and this includes mediation.

To email me, click Perry S. Itkin.

Wednesday, December 14, 2005

Have You Ever Been Threatened During Mediation?

F. S. 838.021, Corruption by Threat Against Public Servant, makes it a felony to harm or to threaten harm with the intent or purpose to influence a public servant to do, or not do, an act within the discretion of the public servant, or in violation, or performance, of a public duty. While providing mediation services in a court-ordered mediation are you considered to be a “public servant”? Unless you are covered under the specific provisions of F.S. 838.014(6), Definitions, you won’t like the answer provided in F.S. 838.014(6)(c), Definitions.

So, do you think the statute should be changed?

To email me, click Perry S. Itkin.

Tuesday, December 13, 2005

MEAC Opinions 2005-002 and 2005-003 – Now Online!

MEAC Opinion 2005-002: A position as a judicial assistant does not automatically prohibit you from mediating, but you are still obligated not to mediate a matter that “presents a clear or undisclosed conflict of interest,” Rule 10.340(a). You are required to make this determination on a case by case basis.

MEAC Opinion 2005-003: The Mediator Ethics Advisory Committee lacks the jurisdiction to determine whether a mediation should be treated as a negotiation for purposes of sections 447.605(2) and 286.011(3), Florida Statutes. However, if a mediation falls within the scope of the Mediation and Confidentiality and Privilege Act, then all mediation participants are obligated to adhere to its provisions.

To email me, click Perry S. Itkin.

Monday, December 12, 2005

“I’m A Certified Mediator. Am I Ethically Obligated to Report Another Certified Mediator’s Ethical Violations?”

According to the Mediator Ethics Advisory Committee’s most recently published opinion, the answer is “[t]here is no ethical obligation under the Florida Rules for Certified and Court-Appointed Mediators for a mediator to report allegations of ethical violations by another mediator.” You will want to read MEAC Opinion 2005-004. It also opines that “[i]t is inappropriate for a mediator to represent either one party or both parties in any dissolution proceeding or in any matter arising out of the subject mediation.”

To email me, click Perry S. Itkin.

Thursday, December 08, 2005

Cross-cultural Misunderstandings & Negotiation

Carefully preparing for mediation is always important and is especially significant when one or more of the parties is from a culture other than your domestic culture. This article, International Negotiation: How Do I Get Ready?, by Lothar Katz, founder of Leadership Crossroads, will help you prepare for an international negotiation. It’s worthwhile reading!

To email me, click Perry S. Itkin.

Wednesday, December 07, 2005

“If You Don’t Sign This Post-Nuptial Agreement, I’ll Divorce You!”

Or, to put it another way, “if you really love me, you’ll sign!”

Florida Rules for Certified and Court-Appointed Mediators, Rule 10.420[b][4] Conduct of Mediation, Adjournment or Termination, provides, in part, that a mediator shall “terminate a mediation entailing fraud, duress, the absence of bargaining ability, or unconscionability. . . .”

In Zoldan v. Zohlman, 2005 Fla. App. LEXIS 18798 [Fla. 3rd DCA 2005], the Third District Court of Appeal reversed a final judgment declaring a post-nuptial agreement to be invalid because of undue influence. The court held that “mere affection and attachment or a desire to gratify the wishes of one who is esteemed or trusted may not alone be sufficient to amount to undue influence.”

Although this did not involve a mediation conference, the principle is illustrative of what a mediator should think about when considering termination under the above rule.

To email me, click Perry S. Itkin.

Monday, December 05, 2005

The Valueless Apology!

You may have heard it before – “I’m sorry.” In the context of the facts in In re Debra L. Koven, On Contempt, 2005 Cal. App. LEXIS 1818 [Cal. 2nd App. Dist., Div. 6 2005] the lawyer apologized “for the improper statements in the petitions, [and] expresses deep regret for impugning the [integrity of this] Court, and accepts the embarrassment she has brought upon herself. . . .” This did not prevent her from being held in contempt by the appellate court.

The lawyer’s approach to litigation focused on impugning the integrity of everyone in the legal system, whether judges, justices, attorneys, or expert witnesses, who obstructed the achievement of her goals. I wonder what this lawyer would have to say about mediators!

How did the court determine whether the apology was genuine? Well, you’ll have to read the interesting analysis. All to say, sometimes “I’m sorry” just doesn’t have value.

To email me, click Perry S. Itkin.

P.S. By the way, for most of last week I was presenting my 40 hour Family Mediation Certification Training program and was unable to post to Florida Mediator.

Monday, November 28, 2005

Pre-suit Employment Dispute Resolution Policy Upheld

In Caley v. Gulfstream Aerospace Corp., 2005 U.S. App. LEXIS 23518 (11th Cir. October 31, 2005) an employee’s challenge to the employer’s adoption of a dispute resolution policy [DRP] was dismissed and the dismissal was affirmed on appeal. The plaintiffs’ continued employment after receipt of the policy and accompanying clear notice constituted assent to the DRP’s terms.

The DRP provided an exclusive procedure to resolve covered workplace disputes and when it was implemented it became a condition of continued employment. The DRP established a four-level dispute-resolution process, as follows: Level One: Human Resources Review; Level Two: Management Panel Review; Level Three: Mediation; Level Four: Arbitration. The DRP explained how each level would work and set forth specific discovery rules.

The opinion contains a fairly detailed presentation of the DRP – it’s worth reading! What do you think about this early intervention ADR program?

To email me, click Perry S. Itkin.

Wednesday, November 23, 2005

Lawyers As Peacemakers

According to this article in the Jacksonville Financial News and Daily Record, the speakers at the Jacksonville Bar Association Judicial/Bar Symposium declared that lawyers have a long way to go before they can be described as peacemakers. Among the interesting concepts mentioned is “the emerging field of lawyer personality”. Any message here for mediators and lawyers?

Speaking of peace, please accept my best wishes to you and your family for a Happy Thanksgiving!

To email me, click Perry S. Itkin.

Tuesday, November 22, 2005

National Mediation Helpline – Is This A Good Idea?

According to the National Mediation Helpline website, this is a service that will help explain the basic principles of mediation, answer general inquiries relating to mediation and put the inquirer in touch with one of the designated Mediation Providers. The Mediation Provider will then assign a professional and experienced Mediator. A telephone number is offered on the website to encourage callers to speak to an “adviser” who will take some basic information which is forwarded to a Mediation Provider. By the way, the prospective caller is assured of confidentiality during the phone call [I knew you were wondering about that].

So, do you think this is a good idea? Any problems here? Oh, this helpline is in the United Kingdom – not the United States!

To email me, click Perry S. Itkin.

Monday, November 21, 2005

Mediation May Be Taxing!

Well, it’s not exactly what you might be thinking! The Florida Supreme Court, in its opinion In Re: Amendments to Uniform Guidelines for Taxation of Costs, 2005 Fla. LEXIS 2285 [Fla. 2005], has adopted proposed revisions to the guidelines especially since they met the criteria and concerns of the Court’s stated policy of “reducing the impact of costs upon parties, with the ultimate aim of decreasing the overall costliness of litigation.” Under these guidelines, it is the burden of the moving party to show that all requested costs were reasonably necessary either to defend or prosecute the case at the time the action precipitating the cost was taken. The revisions are effective January 1, 2006.

Among the litigation expenses that may be taxed are Mediation Fees and Expenses, i.e. the costs and fees of the mediator.

By the way, I was at the Florida Supreme Court ADR Rules and Policy Committee meeting last week which is why no postings were made Wednesday through Friday last week. This is a marvelous committee and I’m honored to be a member!

To email me, click Perry S. Itkin.

Tuesday, November 15, 2005

“I Didn’t Know What I Was Doing; Don’t Enforce the Agreement!”

Florida Rules for Certified and Court-Appointed Mediators, Rule 10.420, Conduct of Mediation ; (b) Adjournment or Termination provides, in part, that:

A mediator shall:

(2) adjourn or terminate any mediation which, if continued, would result in unreasonable emotional or monetary costs to the parties;

(3) adjourn or terminate the mediation if the mediator believes the case is unsuitable for mediation or any party is unable or unwilling to participate meaningfully in the process;

(4) terminate a mediation entailing fraud, duress, the absence of bargaining ability, or unconscionability; and . . . . [Emphasis added.]

Mediators sure have a lot to think about!

What do you think of these circumstances in light of the above rule? After a full day of mediation, a party who was also an attorney [represented by counsel], reached a settlement agreement which was signed by all parties and their counsel. Immediately following the mediation, the attorney-party drove himself to a hospital where he was admitted and diagnosed with a ruptured cerebral aneurysm, sub-arachnoid hemorrhage, and stroke. He underwent surgery the next day and was placed in the intensive care unit for approximately one month prior to his eventual discharge from the hospital. He claims to have no recollection of the events preceding his hospitalization.

He resisted a motion to enforce the agreement and sought rescission on the ground that he was not mentally competent to enter into a contract at the time the agreement was negotiated and signed. The court in In Re: Raines v. Flinn, 2005 U.S. App. LEXIS 24025 [Cir. 9th 2005] affirmed the order enforcing the agreement. Whaaat?!? Well, you’ll have to read part of the opinion to find out why.

To email me, click Perry S. Itkin.

Monday, November 14, 2005

Adversarial Mindsets Don’t Work Well In Mediation – And Then Some!

Some disputes are not suitable for mediation; likewise, some people are not suitable. Did you ever wonder whether any surveys were conducted which included the adversarial mindset and the consequences on performance in mediation? Okay, just in case you did – wonder no more! According to this article in the Law Gazette, a publication of the United Kingdom’s Law Society, a study conducted by the Centre for Effective Dispute Resolution [CEDR] disclosed that 20% of the lawyers participating in mediation were rated as having performed less than adequately. By the way, this was part of a survey of more than 400 mediators.

What factors do you think led to this outcome? Well, you’ll have to read this interesting piece to learn about the conclusions drawn from the survey.

In addition, here’s the Executive Summary if you’d like more details about the mediator audit. “The audit covered attitudes of civil and commercial mediators to a range of issues concerning their personal background, mediation practice and experience, court-annexed mediation, training standards and professional regulation, and the critical factors in achieving successful mediation.”

To email me, click Perry S. Itkin.

Thursday, November 10, 2005

Happy Birthday to a One Year Old!

One year ago today Florida Mediator was launched [that might be blogspeak for born - just guessing]. Happy Birthday! Thanks to everyone for your enthusiastic support and thoughtful compliments. I am deeply grateful.

To email me, click Perry S. Itkin.

A Perfect Example!

Florida Rules of Civil Procedure, Rule 1.730. Completion of Mediation, provides:

(a) No Agreement. If the parties do not reach an agreement as to any matter as a result of mediation, the mediator shall report the lack of an agreement to the court without comment or recommendation. With the consent of the parties, the mediator’s report may also identify any pending motions or outstanding legal issues, discovery process, or other action by any party which, if resolved or completed, would facilitate the possibility of a settlement. [Emphasis added.]

According to this article in the Pine Bluff Commercial, the obstacle to resolution of this dispute over unpaid jail fees involved how the trial judge would define a particular phrase which was central to the disputing parties. The judge’s ruling came after 20 hours of mediation spanning a 2 day period and both sides find it helpful in facilitating the possibility of settlement.

To email me, click Perry S. Itkin.

Judicial Exhortation To Settle – Will It Work?

Along the same lines as seen in today’s post A Perfect Example!, is a federal court judge’s exhortation [and an inclination as to how he might rule on a particular point] to the disputing parties to reach a settlement in this highly publicized environmental conflict reported in this article in the Palm Beach Post followed 2 days later by this article in the South Florida Sun-Sentinel. Facing the parties is a tight timeline and other litigation.

Take a look at these articles and learn how the judge and the parties view the entire matter of settlement. Of interest is how the judge empowers the parties in recognizing their creativity contrasted with the court’s limitations. Any insights for the mediator?

To email me, click Perry S. Itkin.

Wednesday, November 09, 2005

Senior Judges as Mediators – New Rules!

In its opinion in In Re: Report of the Alternative Dispute Resolution Rules and Policy Committee on Senior Judges as Mediators, 2005 Fla. LEXIS 2123 [Fla. 2005], the Florida Supreme Court has approved the majority of the recommendations of the Supreme Court Committee on Alternative Dispute Resolution Rules and Policy along with a commendation to the Committee that its work represents a substantial contribution to the improvement of the administration of justice in Florida. The innovative recommendations are designed to avoid the appearance of impropriety and safeguard against potential ethical violations resulting from dual service as a senior judge and a mediator.

The following Florida Rules are amended:

Civil Procedure
Judicial Administration
Juvenile Procedure
Certified and Court-Appointed Mediators
Family Law Rules of Procedure
Code of Judicial Conduct

Except for Judicial Administration, the effective date of the amendments is January 1, 2006.

To email me, click Perry S. Itkin.

Tuesday, November 08, 2005

Mediator Ethics Advisory Committee Opinion 2005-001 - Now Online

The Mediator Ethics Advisory Committee Opinion 2005-001 is available online. Here’s the summary:

The Homeowners’ Association [HOA] Program billing procedures do not present any per se ethical concerns related to fees, expenses, or impartiality for a Florida Supreme Court certified mediator who participates in this program so long as the fees and their allocation between the parties are disclosed in advance of the mediation to the parties or their counsel, and the parties are given the option of agreeing to that arrangement or negotiating a different one.

Remember, a mediator is required to give parties or their counsel a written explanation of fees and costs prior to mediation. Florida Rules for Certified and Court-Appointed Mediators, Rule 10.380(c) Fees and Expenses; Written Explanation.

Remember, too, that as with any other ethical matter, a mediator should decline to mediate if the mediator believes the facts and circumstances might impair the mediator’s ability to follow the ethical rules.

To email me, click Perry S. Itkin.

Monday, November 07, 2005

The Resolution Report - October, 2005 Issue - Now Online

The October, 2005 issue of the Dispute Resolution Center’s quarterly publication, The Resolution Report, is now online. Be sure to read my Case and Comment article for some thought provoking appellate opinions!

To email me, click Perry S. Itkin.

Monday, October 31, 2005

“Yes You Did! No I Didn’t!”

Frequently parties want a confidentiality agreement as part of their settlement. Here’s an example of why it is necessary to be detailed in drafting what precisely constitutes a violation of the confidentiality agreement. University of Alabama football coach Mike Price and Time, Inc.’s Sports Illustrated had been engaged in a two-year defamation litigation resulting in a settlement which contained a confidentiality provision. Price declared a “great victory”and Time, Inc. said this, among other things, constituted a violation of the confidentiality agreement and wants the agreement thrown out according to this article in the Fulton County Daily Report and this article from NBC13.com.

To email me, click Perry S. Itkin.

Hurricane Wilma Knockout!

I have not been able to post since last Friday due to Hurricane Wilma’s power knockout – no electricity equals no blogging, among other things! As of today I still have no electricity. Today’s post is battery operated with a lot of luck. I won’t be posting for the rest of this week since (a) we have no power and (b) I have a 40-hour Circuit Civil Mediation Certification training this week which ends on Sunday [the Broward County Bar Association is fully operational, fortunately]. All to say, I’ll resume regular posting next Monday – if Florida Power and Light restores service by then! If not, I’ll figure something out!

Friday, October 21, 2005

U.S. Supreme Court Nominee Harriet Miers – A Mediator!

According to this editorial in The Herald Bulletin by the Chairman of Indiana’s Republican Party, U.S. Supreme Court nominee Harriet Miers was a tough, fair mediator. This article in Legal Times reports that for nearly 30 years she was a mediator of mundane business battles. See even mediating mundane cases can be tough – or something like that.

The “supreme” irony [pun intended] is that Ms. Miers was nominated to replace retiring Justice Sandra Day O’Connor who has been viewed as the U.S. Supreme Court’s mediator as reported here in this earlier post.

Hurricane Wilma is headed this way – who knows where we will be on Monday. Be prepared and stay safe!

To email me, click Perry S. Itkin.

Thursday, October 20, 2005

It Was Only a Matter of Time – A Reality Show Involving Mediation!

Really? Yes, according to this article in The Daily Record. O.K., it’s in the U.K. not the U.S. - will we be far behind? The show, advertised on BeOnScreen offers cash to families willing to have the realities of their separation, mediation and divorce televised. While mediators are already stars, is this a good way for you to shine? Is this an intelligent format within which to educate the public about mediation [and, yes, there’s still a lot of educating to be done]? What do you think?

Florida’s Mediator Ethics Advisory Committee [formerly known as the Mediator Qualifications Advisory Panel] was prescient on this issue when it promulgated Opinion 97-008, which in summary states “[p]roducing a TV show with real parties in a live mediation is not a violation so long as the parties are informed of their right to confidentiality and waive it.” [Unfortunately, the link to the opinion does not work; if you’d like a copy of the opinion, please email your request to me and I’ll email the opinion to you.]

To email me, click Perry S. Itkin.

Wednesday, October 19, 2005

Whaaat?!? – A Free Lunch?!?

There really is such a thing as a free lunch! Well, sort of. In the case of Morgan v. Steiner, 2005 N.C. App. LEXIS 2105 [N.C. App. 2005], the parties participated in a mediation conference and did not reach a settlement. Steiner made an offer of judgment which Morgan rejected. The jury returned a verdict for Steiner. Under North Carolina’s rules of civil procedure, plaintiff must pay defendant’s costs if plaintiff rejects a settlement offer more than ten days before trial and the final judgment is less favorable than the offer. [This is like Florida’s offer of judgment – but, you knew that!] The trial judge awarded Steiner costs, including the costs of mediation. Morgan appealed. The North Carolina Court of Appeals upheld the award of mediation costs, but found that the trial court had erred in including the cost of lunch provided by Steiner at the mediation settlement conference because state statute did not specifically authorize an award for that cost.

And you thought I was kidding!

To email me, click Perry S. Itkin.