In Memoriam – Robert A. Bennett

Bob Bennett

We are sad to report that our dear friend, mentor, and law partner, Bob Bennett, passed away on Feb. 19, 2018.

Bob was born Aug. 29, 1931 in Heppner, Oregon. He received a bachelor’s degree in business administration from the University of Oregon in 1954, and then served two years with the U.S. Army Armored Combat Training Center in Fort Irwin, Calif. Bob graduated from the University of Oregon Law School in 1960 and joined our law firm (then known as Lenon & Willner), where he practiced for 47 years, until 2007.

Bob served on the Oregon State Bar Board of Governors, Multnomah Bar Association and Professional Liability Fund, and was an early president of the Oregon Trial Lawyers Association in 1972-73. In 2000 he was the first recipient of what is now called Robert A. Bennett Professionalism Award from the Oregon Academy of Family Law Practitioners.

Bob practiced labor law, family law, and a little bit of everything else. His legal acumen was matched by his kindness, humor, wisdom, and professionalism that he extended toward clients, partners, and staff alike. The universal affection and respect for Bob is the reason that our firm bears his name to this day.

A memorial service will be held 2 p.m., Sunday, Feb. 25, 2018, at St. Andrew’s Presbyterian Church, 3228 S.W. Sunset Blvd., Portland, OR 97239.

Statement by AFL-CIO President on the Trump Administration’s SCOTUS Brief

Trump Administration SCOTUS Brief Threatens Working People’s Livelihoods

While President Trump boasts his support for working families, his administration is advocating a position in the United States Supreme Court that disregards decades of settled law and threatens our livelihoods. Yet again, his actions are failing his rhetoric and making clear that he has no intention of following through on his commitments to working people.

For more than forty years, through Republican and Democratic administrations, the law has recognized that unions and employers have the freedom to negotiate agreements under which everybody contributes his or her fair share. But now the Trump Administration is urging the Supreme Court to reverse this precedent and undermine working people and our unions. This is a shameful political payback to reward those who seek to do working people harm.

Arguing against our freedoms at work is not what working people expect of our government. Actions speak louder than words Mr. President, and these actions do not support working families as you so often claim.

Big Win for Washington Public Employee Union Members’ Privacy Against Disclosure of Personally Identifying Information for the Purpose of Discouraging Union Membership

On October 31, 2017, the Court of Appeals of the State of Washington granted a win for public sector unions in granting a permanent injunction blocking the Freedom Foundation’s access to union member contact information for the purposes of attempting to dissuade them from union membership. The decision, available here, found that state employees have a “constitutionally protected expectation of privacy in their full names associated with their corresponding birthdates,” that the disclosure is not in the public interest, and that the employees have a “well-grounded fear of immediate invasion of that right because the agencies who have received the PRA requests have indicated that they will disclose the requested records unless prevented by court order.” The Freedom Foundation’s battle for private information also continues to play out in Oregon.

Employment Relations Board Orders TriMet to Arbitrate

Employer TriMet is the mass transit district for the greater metropolitan area around Portland. ATU Local 757, the Union that represents Employer’s mass transit operators, brought two grievances: (1) A grievance seeking to enforce a contract provision that would allow a terminated manager to return to a union position; and (2) A grievance seeking to challenge the assignment of bargaining unit work to local non-profits under a federal grant program administered by Employer, as a violation of a contract provision that required “lines of the District” to be staffed by Union members. The Employer contended that neither issue was arbitrable because the manager was not a bargaining unit member, and because the contract could not supersede the grant process used by TriMet to allocate federal funds for transit services. However, the Employer refused to submit either issue to an arbitrator.

The Administrative Law Judge for the Oregon Employment Relations Board held that both issues satisfied the standards for arbitrability. The Judge determined that in both cases, the Union was relying on contract language as the basis for its grievance, and that both grievances are not subject to the arbitration provisions of the collective bargaining agreement. The ALJ ordered the Employer to cease and desist from violating the grievance arbitration provisions of the collective bargaining provision, and to process both grievances. The Employer objected to the order, and the Employment Relations Board affirmed.

Talia Stoessel’s Know-Your-Rights Guide to Oregon Employment Law

Attorney Talia Stoessel created a handy know-your-rights guide on Oregon labor and employment laws to provide a simple overview on various aspects of the law applicable to Oregon workers. This guide is geared towards LGBTQ communities but is generally applicable to workers in Oregon as of May 2017. Feel free to contact her at or (503) 546-9609 with any inquiries related to the guide or referrals on various legal matters in Oregon or Washington state. Talia is also available to come speak to community groups on the overview of the employment litigation process and how to assess whether workers have potential claims or remedies.

PDF Download: Talia Stoessel’s Know-Your-Rights Guide to Employment Law

Talia Stoessel's Know-Your-Rights Guide to Employment Law-1 Talia Stoessel's Know-Your-Rights Guide to Employment Law-2

A Plaintiff’s Guide To Fed.R.Civ.P. 26 Discovery Proportionality

The Actual Changes To The Text Of Rule 26(b)

Fed.R.Civ.P. 26(b)(1) now says,

Unless otherwise limited by court order, the scope of discovery is as follows: Parties may obtain discovery regarding any nonprivileged matter that is relevant to any party’s claim or defense and proportional to the needs of the case, considering the importance of the issues at stake in the action, the amount in controversy, the parties’ relative access to relevant information, the parties’ resources, the importance of the discovery in resolving the issues, and whether the burden or expense of the proposed discovery outweighs its likely benefit. Information within this scope of discovery need not be admissible in evidence to be discoverable.

The 2015 Amendments changed the text of Rule 26(b) in three ways:

  • First, the language defining the scope of permissible discovery was changed to omit discovery “reasonably calculated to lead to the discovery of admissible evidence.”
  • Second, the language describing relevant evidence was changed to omit discovery of “the existence, description, nature, custody, condition, and location of any documents or other tangible things and the identity and location of persons who know of any discoverable matter,” but only because, as the Advisory Committee Note states, “discovery of such matters is so deeply entrenched in practice that it is no longer necessary to clutter the long text of Rule 26 with these examples.”
  • Third, when it comes to “proportionality,” which was already part of Rule 26(b), “[t]he considerations that bear on proportionality are moved from present Rule 26(b)(2)(C)(iii), slightly rearranged and with one addition.” See Advisory Committee Notes.  That “one addition” was the explicit instruction that courts consider “the parties’ relative access to relevant information.”

Supreme Court Allows Non-Profit, Church Affiliated, Hospitals to Continue to be Exempt from ERISA

In Advocate Health Care Network v. Stapleton, 581 US __, 2017 WL 2407476 (2017), the U.S. Supreme Court affirmed long standing precedent that non-profit, church-affiliated hospitals are exempt from ERISA requirements. Employee pension plans are generally subject to the requirements of ERISA. However, “church plans” are excluded from ERISA coverage. 29 U.S.C. § 1003(2). A “church plan” is defined as “a plan established and maintained…for its employees… by a church or by a convention or association of churches.” 29 U.S.C. §1002(33)(A). This includes “a plan maintained by an organization… the principal purpose or function of which is the administration or funding of a plan or program for the provision of retirement benefits or welfare benefits, or both, for the employees of a church or a convention or association of churches.” Id. at §1002(33)(C)(i). For simplicity, these can be referred to as “principal-purpose organizations” (PPO). PPOs include church-affiliated hospitals. An employee of a church or association of churches includes “an employee of an organization…exempt from tax… and which is controlled by or associated with a church or a convention or association of churches,” i.e. an employee of a PPO. Id. at §1002(33)(C)(ii)(II).

Circuit courts have been divided over whether the above language as a whole requires pension plans to be both established and maintained by a church to be eligible for the church plan exemption, or whether they need only be maintained by a PPO to be eligible. The Supreme Court recently resolved this split in the circuits and explained how to read the statutory language above. In Advocate Health Care, the Court upheld the traditional agency interpretation of the church plan exemption. Organizations and courts have been relying for some time on a General Counsel Memo from the IRS that said retirement plans for employees of a religious organization that functions as a nursing home or hospital are church plans if maintained either: (1) by the Catholic Church or (2) by a church-affiliated PPO. Gen. Couns. Mem. 39007, 1983 WL 197946 (July 1, 1983). The Supreme Court found that the IRS memo states the proper interpretation.

Specifically, the Court found that ERISA does not require a plan to have been established by a church to be considered a church plan. Advocate Health Care at *4. Rather, pension plans simply maintained by a PPO are eligible for the church plan exemption. Id. PPOs such as religiously-affiliated hospitals may maintain pension plans, and those pension plans can be considered church plans even though they were not necessarily established by a church. Therefore, a church-affiliated hospital can maintain a pension plan for its employees and it will likely be considered a church plan exempt from ERISA’s requirements, including adequate funding requirements.

WELA Press Release: New Pregnant Workers Law

On May 17, 2017 Governor Inslee signed the pregnant workers accommodations act that Washington Employment Lawyers Association (WELA) worked so hard to get passed. WELA member Katherine Chamberlain prepared this press release from WELA and sent it out Wednesday:

Wednesday, May 17, 2017

New Law Requires Washington Employers to Help Pregnant Workers Remain Part of the Workforce During Their Pregnancies

Gov. Inslee on Tuesday signed into law strong new protections for pregnant workers in Washington. The Healthy Starts Act (Senate Bill 5835) requires Washington employers to provide workplace accommodations to pregnant workers who need them. The law prohibits employers from firing a pregnant worker because she needs an accommodation, or from forcing a pregnant employee to take leave from work if another reasonable accommodation can be provided. The Washington Employment Lawyers Association strongly supports the law.

Until now, Washington law only required employers to accommodate a pregnant worker in the workplace when she had a “disability,” or to the same extent the employers accommodated non-pregnant workers.

As a result, most pregnant workers who needed accommodation for their pregnancies previously had no right to an accommodation, such as for the nausea, vomiting, extreme fatigue, and back pain that accompany a large number of typical pregnancies. Although healthcare providers regularly recommend limits on heavy lifting, sitting or standing for long periods of time, or travel, especially in the final trimester of a woman’s pregnancy, too often employers refused to accommodate, fired pregnant women with these restrictions, or forced them onto unpaid leave—during a time when they needed income, and healthcare benefits, the most.

Now, “Washington has a straightforward law that supports pregnant workers and promotes healthy pregnancies by requiring employers to provide reasonable accommodations to pregnant women,” explained employment lawyer Katie Chamberlain, a member of WELA’s legislative committee who testified in favor of the new law. “Reasonable accommodations include: more frequent restroom breaks; modification of no food or drink policy; job restructuring; modified work schedule; reassignment to a vacant position; modification of equipment, seating, or work station; temporary transfer; assistance with manual labor and limits on lifting; and schedule flexibility for pre-natal visits, and may include other changes to the job or work environment.”

An employee who is denied a reasonable accommodation for her pregnancy, or who is fired or otherwise retaliated against by her employer for requesting an accommodation, can seek to vindicate her rights, get her job back, or obtain compensation, through a lawsuit.

Under the new law, an employer need not provide an accommodation if doing so would impose an undue hardship, which means an action requiring significant difficulty or expense. The new law applies to employers with 15 or more employees and will take effect in 90 days.

The Washington Employment Lawyers Association’s Legislative Committee is proud to have advocated for this bill with Representative Jessyn Farrell, Senator Karen Keiser, and many other allies.

NLRB Determinations Regarding NLRA Coverage of Housekeeping versus Theology Faculty at Religious Universities

In Saint Xavier University, 365 NLRB No. 54 (April 6, 2017), the National Labor Relations Board found that housekeepers of a self-identified religious educational institution are within the Board’s jurisdiction. The Board applied Hanna Boys Center, 284 NLRB 1080 (1987), finding that non-teaching employees of religious institutions or nonprofit religious organizations will be covered unless their actual duties and responsibilities require them to perform a specific role in fulfilling the religious mission of the institution. This is in contrast to the Board’s finding that faculty employees in Theology and Religious Studies Department and in its School of Theology and Ministry are NOT covered because the University holds those employees out “as performing a specific role in creating and maintaining the school’s religious educational environment.” See Seattle University, 364 NLRB No. 84 (August 23, 2016).