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7/23/15'
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OH#NO#YOU#DIDN’T!#THINGS NOT TO DO OR SAY IN MEDIATION.
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 1
Pre/Mediation#Matters#Don’t Market Yourself as Aggressive, Domineering, Persuasive, etc.
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 2
Pre/Mediation#Matters#Don’t Be Afraid To Bring Up Money (Yours!)
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 3
Pre/Mediation#Matters#
Don’t Let a Party Argue the Case in Advance.
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 4
Pre/Mediation#Matters#Don’t Forget to Eat! And Don’t be Afraid to Feed Others …..
But Use Caution!
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 5 © 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You
Didn’t! Things Not To Do Or Say In Mediation 6
If you want to see this video, watch it here: https://www.youtube.com/watch?v=VPIP9KXdmO0
7/23/15'
2'
Pre/Mediation#Matters#Don’t Assume Everyone Understands The Process
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 7
Pre/Mediation#Matters#Don’t Bore The Parties With Your Opening Statement
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 8
General#Matters#Don’t Forget About (And Be Aware of) Your Personal Hygiene
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 9
General#Matters#
Don’t Make Yourself The Center of Attention
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 10
General#Matters#
Don’t Text and Mediate.
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 11
General#Matters#
Don’t Be Someone (or Something) You’re Not.
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 12
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General#Matters#
Don’t Give Up. It’s OK To Confront Unreasonable Behavior.
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 13
General#Matters#
Don’t Get Angry.
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 14
General#Matters#
Don’t Be Afraid to Make a Joke (as Appropriate and Timely).
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 15
General#Matters#
Rule 10.220: Mediator’s Role
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 16
“The role of the mediator is to reduce obstacles to communication, assist in the identification of issues and exploration of alternatives, and otherwise facilitate voluntary agreements resolving the dispute.” Properly used, humor can do this!
General#Matters#Don’t Be Afraid To Try Something Unorthodox.
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 17
General#Matters#Don’t Forget to Tell People What to Expect
Introduce Yourself in Advance of Mediation
Disclose Your Fees and Policies
Avoid Surprises
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 18
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Opening#Statements#
Don’t Forget to Give Proper Introductions
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 19
Opening#Statements#
Don’t Skip the Opening Statement.
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 20
MEAC Opinion 2014—008 Rule 10.420(a), Florida Rules for Certified and Court-Appointed Mediators, by use of the term “shall,” makes delivering an opening statement (orientation session), by a mediator, mandatory.
Opening#Statements# Describe the mediation process
Consensual process
Mediator is impartial facilitator
Confidentiality
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 21
Conduct#of#Mediation#Don’t Give Opinions .. But DO Create Options.
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 22
Conduct#of#Mediation#Don’t Offer Advice, But Do Assist in Creating a Dialogue
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 23
Conduct#of#Mediation#
Don’t Play Judge, Jury or Executioner
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 24
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Conduct#of#Mediation#Don’t Forget Who Your Friends Are (or Your Family) a/k/a Disclose, Disclose, Disclose
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 25
Conduct#of#Mediation#
Don’t Make Suggestive Expressions or Gestures © 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You
Didn’t! Things Not To Do Or Say In Mediation 26
Conduct#of#Mediation#
Don’t Diminish the Value of Small Gestures. They May Actually be a Starting Point.
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 27
Conduct#of#Mediation#
Don’t Judge a Book by its Cover
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 28
MQB 2010-10 Findings: The mediator did not conduct a balanced process, did not act in a dignified manner, gave the appearance of partiality and did not show sensitivity toward the complainant parties; specifically in his comments about the complainant’s appearance, her jewelry and the possible outcome of the case.
What Happened? During the mediation, the mediator made comments about a party’s physical appearance and jewelry.
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 29
If you want to see this video, watch it here: https://www.youtube.com/watch?v=84OT0NLlqfM Conduct#of#Mediation#
Don’t Solicit Business During Mediation
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 30
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Conduct#of#Mediation#
Don’t Impose Arbitrary Rules
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 31
Conduct#of#Mediation#You Can’t Simply Ban Laptops and Tablets.
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 32
MEAC Opinion 2015-001 Certified mediators do not have the authority to ban use of laptop devices or tablets during mediation. Decisions regarding the reason for and the use of these devices are decisions for the parties to make unless there is a court order to the contrary.
Conduct#of#Mediation#But It’s Always The Parties Decision
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 33 © 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You
Didn’t! Things Not To Do Or Say In Mediation 34
THUMBS UP? OR THUMBS DOWN?
Thumbs#Up#?#
Thumbs#Down?#
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 35
WE JUST MEDIATED THE LARGEST SETTLEMENT IN THE HISTORY OF
ORANGE COUNTY!
WILL YOUR CASE BE NEXT?
Big or small, we take them all!
Big Case Mediation, Inc.
ABA#Section#of#Dispute#Resolution##Committee#on#Mediator#Ethical#Guidance#
Opinion#SODR#2015/1#
“No, such an advertisement creates an appearance of partiality in favor of a plaintiff in future mediations. In addition, the advertisement may violate the mediator’s obligation to maintain confidentiality of all information obtained by the mediator in the mediation.”
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 36
Inquiry: Is it appropriate for a mediator to advertise that he mediated “the largest settlement in the history of [the] county”?
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Thumbs#Up#?#Thumbs#Down?#
“I DON’T KNOW ABOUT YOU, BUT THAT SOUNDS LIKE A PRETTY SWEET
OFFER.”
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 37
Thumbs#Up#?#Thumbs#Down?#
“I MEDIATED A CASE LIKE THIS ONCE BEFORE.”
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 38
Thumbs#Up#?#Thumbs#Down?#
“I MEDIATED A CASE LIKE THIS ONCE BEFORE. THAT WAS A REALLY TOUGH
ONE.”
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 39
Thumbs#Up#?#Thumbs#Down?#
“I MEDIATED A CASE LIKE THIS ONCE BEFORE. THAT WAS A REALLY TOUGH
ONE AND I NEVER THOUGHT THE PARTIES WOULD GET IT SETTLED.”
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 40
Thumbs#Up#?#Thumbs#Down?#
“I MEDIATED A CASE LIKE THIS ONCE BEFORE. THAT WAS A REALLY TOUGH ONE
AND I NEVER THOUGHT THE PARTIES WOULD GET IT SETTLED. BUT THEN I
THINK THE PLAINTFF FINALLY WORE OUT AND GAVE IT AND WE WERE DONE.”
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 41
Thumbs#Up#?#Thumbs#Down?#
“THIS WILL BE A TOUGH ONE FOR A JUDGE OR JURY TO DECIDE.”
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 42
7/23/15'
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Thumbs#Up#?#Thumbs#Down?#
“DO YOU REALLY EXPECT A JUDGE OR JURY TO BELIEVE THAT STORY?”
Is you answer different if the statement is made in joint or separate session?
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 43
Thumbs#Up#?#Thumbs#Down?#
“THIS CASE IS GOING TO COST YOU A FORTUNE TO TAKE TO TRIAL.”
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 44
Thumbs#Up#?#Thumbs#Down?#
[TO THE ATTORNEY] “HAVE YOU EVER
TAKEN A CASE LIKE THIS TO TRIAL
BEFORE?”
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 45
Closing#The#Deal#Don’t Plan on Coming Back Another Day To Sign the Agreement… Unless, Of Course, You Don’t Have One.
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 46
Closing#The#Deal#And If They Haven’t Agreed, Don’t Forget To Remind Them That’s It’s Never Too Late!
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 47
Closing#The#Deal#Don’t Be Amibiguous. You Can Draft The Settlement Agreement If You Choose. But If You Don’t, Help The Parties Resolve Any Ambiguities When They Do.
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 48
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Closing#The#Deal#
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 49
What’s It All About? Getting Here!
Complete#Your#Evaluations!#
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 50
Complete#Your#Evaluations!#
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 51
Michael S. Bloom, Esq.: [email protected] James Todd, J.D.: [email protected]
Questions#?????#
© 2015 Michael S. Bloom, Esq. and James Todd, J.D. Oh No You Didn’t! Things Not To Do Or Say In Mediation 52
Buehler? Buehler? Buehler?
Michael S. Bloom, Esq.: [email protected] James Todd, J.D.: [email protected]