Estate Planning and Probate Section – You Left Your Tab Open: Successfully Prosecuting Creditor’s Claims When Descendent Fails to Settle Up – May 19

Estate Planning and Probate Section – You Left Your Tab Open: Successfully Prosecuting Creditor’s Claims When Descendent Fails to Settle Up
Thursday, May 19, 2022
12:00-1:00 p.m.
Via Zoom

Please join the Estate Planning and Probate Section on Thursday, May 19, 2022 for a virtual presentation where our guest speakers Tomasene A. Knight and Kendal Fletcher of Sheppard Mullin will be discussing prosecuting and defending claims against trusts and estates and collecting on those claims post-judgment.  The presentation will include a discussion of the interplay between the statute of limitations under CCP section 366.2, the strict creditor’s claim requirements under Probate Code sections 9000 et. seq., and other relevant statutes of limitation, potentially running through the procedures and deadlines for establishing a claim as a creditor (including where there is no probate estate open), and procedures for and pitfalls of collecting on the judgment from non-probate/trust assets.

Tomasene A. Knight’s practice focuses on disputes over trusts, estates, conservatorships and other fiduciary matters. She represents individuals, corporate trustees, private professional fiduciaries, and families through all aspects of trust and probate litigation, at both the trial court level and on appeal, including in will and trust contests, breach of fiduciary duty cases, accounting actions, judicial construction and modification of trusts, elder abuse actions, and contested conservatorship proceedings. She got her B.A. at California State University, Sacramento in 2007 and then got her J.D. and graduated magna cum laude from the University of San Francisco in 2013.

Kendal Fletcher’s practice focuses on private wealth and fiduciary litigation, including but not limited to: will and trust contests, trustee removal and surcharge actions, contested conservatorships, complex accounting disputes, financial elder abuse actions, judicial construction and modification of trusts, and related “civil” claims. She got her B.A. at the University California, Davis, in 2007 and then received her J.D. from the University of San Francisco in 2011.

Cost: $20 for members and $30 for nonmembers. You also get 1 hour of MCLE credit.

Consistent with our prior virtual presentations that have qualified for MCLE credit, all attendees must register online prior to the event. Online registration will close on the morning of the event.

Registration: Please log-in on the SMCBA website to register for this event. The Zoom invite and materials for the webinar will be emailed to attendees the day before and morning of the event. If you want to pay by check, still, please register online first and send your check payable to SMCBA and note your name and this event.

Logistics: Your Zoom credentials will automatically be emailed to you shortly after you register online, as well as the day and hour before the event. The written materials for the webinar will be emailed to attendees the morning of the event. 

Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount. You will receive 1 hour of General Law MCLE credit for attending this event. The MCLE certificates will be made available in the week following the event.

Barristers Section – What Keeps You Up All Night? A General Seminar for Business Owners – May 24

Barristers Section – What Keeps You Up All Night? A General Seminar for Business Owners
Tuesday, May 24, 2022
12:00-1:00 p.m.
Via Zoom

Please join the barristers section on Tuesday, May 24, 2022 for a virtual presentation by Chris Welton on how to help small business owners and solo practitioners identify and prioritize risks, employee benefits, exit planning and personal financial security needs. 

Chris Welton is a Wealth Management Advisor & Managing Director, Silicon Valley office at Northwestern Mutual where he leads a team who work together with their clients to implement a financial plan that integrates risk management, wealth management, tax-efficient strategies, and estate planning. Chris earned an undergraduate degree in Political Science, Magna Cum Laude from Amherst College in Massachusetts, an MBA from UCLA’s Anderson School of Management and holds both Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. He and his wife Rosa live in San Mateo and love to cook, hike and hold dinner parties with interesting people!

Cost: free for members and $10 for nonmembers. Plus 1 hour of MCLE credit!

Consistent with our prior virtual presentations that have qualified for MCLE credit, all attendees must register online prior to the event. Online registration will close on the morning of the event.

Registration: Please log-in on the SMCBA website to register for this event. The Zoom invite and materials for the webinar will be emailed to attendees the day before and morning of the event.

Logistics: Your Zoom credentials will automatically be emailed to you shortly after you register online, as well as the day and hour before the event. The written materials for the webinar will be emailed to attendees the morning of the event. 

Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount. You will receive 1 hour of General Law MCLE credit for attending this event. The MCLE certificates will be made available in the week following the event.

ADR Section – Writing Settlement Agreements: Tips and Traps for the Unwary – May 25

ADR Section – Writing Settlement Agreements: Tips and Traps for the Unwary
Wednesday, May 25, 2022
12:00-1:00 p.m.
Via Zoom

Please join the ADR Section on Wednesday, May 25, 2022 for a virtual presentation with Walter Shjeflo, who is a partner in Fox, Shjeflo & Babu of San Mateo. Walt will draw up his 45 years’ legal experience to provide tips on drafting Settlement Agreements that work, including settlement agreements in trust and estate and probate disputes, stipulated judgments arising from business litigation and settlement agreements arising out of mediation and arbitration settings.

Walter Shjeflo graduated from Massachusetts Institute of Technology (B.S., 1974) and Hastings College of Law, University of California (J.D., 1977). He is admitted to practice in all state courts in California as well as the U.S. District Court, Northern District of California; U.S. District Court, Eastern District of Texas; U.S. Court of Appeals, Fifth Circuit; and the U.S. Court of Appeals, Ninth Circuit. His practice emphasis includes estate planning, decedents’ estates, probate administration, trust administration, conservatorship, guardianship, elder law, business, bankruptcy and real estate matters. Mr. Walt also serves as an arbitrator, mediator and Judge Pro Tempore of the San Mateo County Superior Court. 

Cost: Free for members of the ADR Section and $10 for non-section members.

Consistent with our prior virtual presentations that have qualified for MCLE credit, all attendees must register online prior to the event. Online registration will close on the morning of the event.

Registration: Please log in to the SMCBA website to register for this event. The Zoom invite and materials for the webinar will be emailed to attendees the day before and morning of the event.

Logistics: Your Zoom credentials will automatically be emailed to you shortly after you register online, as well as the day and hour before the event. The written materials for the webinar will be emailed to attendees the morning of the event. 

Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount. You will receive 1 hour of General Law MCLE credit for attending this event. The MCLE certificates will be made available in the week following the event.

Labor and Employment Section – Unions and Employment Law with Tom Lenz, Esq. – May 26

Labor and Employment Section – Unions and Employment Law with Tom Lenz, Esq.
Thursday, May 26, 2022
12:00-1:15 p.m.
Via Zoom

With a change in Administration, the National Labor Relations Board and the Agency’s new General Counsel will be looking at workplace issues with an eye toward expanding employee rights.  Many areas have been targeted for litigation, as federal labor law rights are often expanded by litigation rather than rulemaking.  Issues awaiting attention cover a vast range for all workplaces, whether or not employees are represented by a labor union.  This session will help practitioners advising or representing clients on workplace issues to identify the potential rights, claims, and pitfalls at play, affecting workplace rules, employee communications, safety and other protest activity, employee misclassification, and beyond.

Our speaker, Thomas A. Lenz is a partner at Atkinson, Andelson, Loya, Ruud & Romo, working from the Firm’s Pasadena, California office.  For over 30 years he has advised employers across California, and elsewhere, on workplace issues.  He leads the Firm’s labor relations practice.  He began his career with NLRB in Los Angeles, where his fluency in Spanish was frequently put to use in the cases he handled.  He is a past Chair and current Advisor of the Labor and Employment Law Section of the California Lawyers Association and an Adjunct Lecturer with the USC Gould School of Law.  He frequently appears in print and broadcast media to provide commentary on workplace issues of the day.

Cost: $20 for section members and $30 for non-section members.

Consistent with our prior virtual presentations that have qualified for MCLE credit, all attendees must register online prior to the event. Online registration will close on the morning of the event.

Registration: Please log-in on the SMCBA website to register for this event. The Zoom invite and materials for the webinar will be emailed to attendees the day before and morning of the event. If you want to pay by check, still, please register online first and send your check payable to SMCBA and note your name and this event.

Logistics: Your Zoom credentials will automatically be emailed to you shortly after you register online, as well as the day and hour before the event. The written materials for the webinar will be emailed to attendees the morning of the event. 

Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount. You will receive 1 hour of General Law MCLE credit for attending this event. The MCLE certificates will be made available in the week following the event.

Estate Planning and Probate Section – Tips For Real Property Transfers to Beneficiaries After Prop 19 (Live Webinar) – April 21

Estate Planning and Probate Section – Tips For Real Property Transfers to Beneficiaries After Prop 19 (Live Webinar)
Thursday, April 21, 2022
12:00 p.m.-1:00 p.m.
Via Zoom

Please join the Estate Planning and Probate Section on Thursday, April 21, 2022 for a live webinar where speaker Brian Shetler will share tips on tools still available for advisors to help their clients effectively minimize increases in Prop 13 base-year values through tried and true methods. Tools that remain in place include the entity planning while tracking original co-ownership interest transfers, co-ownership planning for primary residences, and original transferor planning for joint tenancies. Despite Prop 19 essentially repealing the parent-child and grandparent-grandchild exclusions from reassessment, there are still some effective tools available to avoid reassessments with proper planning.  

Brian Shetler is an attorney at Berliner Cohen in San Jose, CA. Mr. Shetler has 24 years of experience as a lawyer. He specializes in Estate Planning, Trust and Probate Administration, Cross-Border Tax, Tax Law, and Probate, Trust, and Estate Litigation. He graduated from Golden Gate University School of Law with an LL.M in 1998 and a J.D. from Santa Clara University School of Law.

Cost: $20 for members and $30 for nonmembers. You will also receive MCLE credit.

Consistent with our prior virtual presentations that have qualified for MCLE credit, all attendees must register online prior to the event. Online registration will close on the morning of the event.

Registration:  Please log-in on the SMCBA website to register for this event. The Zoom invite and materials for the webinar will be emailed to attendees the day before and morning of the event.

Logistics: Your Zoom credentials will automatically be emailed to you shortly after you register online, as well as the day and hour before the event. The written materials for the webinar will be emailed to attendees the morning of the event. 

Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount. You will receive 1 hour of General Law MCLE credit for attending this event. The MCLE certificates will be made available in the week following the event.

Law Day 2022- April 29

Law Day 2022
Friday, April 29, 2022
12:00 p.m.-1:00 p.m.
Cañada College
4200 Farm Hill Blvd.
Redwood City, CA 94061

Please join us on Friday, April 29, 2022 at Cañada College for our annual Law Day event. Law Day is a national day set aside to celebrate the rule of law.  Law Day underscores how law and the legal process contribute to the freedoms that all Americans share.  Law Day also provides an opportunity to recognize the role of courts in this democracy and the importance of jury service to maintaining the integrity of the courts. This year, our speakers are Judge Chinhayi Cadet, attorney Alyssa Daatio, and Supervising Social Worker Harpreet Samra. 

The Honorable Chinhayi C. Cadet was appointed to the San Mateo County Superior Court bench by Governor Gavin Newsom on July 9, 2021 and was sworn in on July 30, 2021. From 2014 – 2021, she participated as a judge in the San Mateo County Mock Trial Competition. It always warmed her heart to see the students present and learn about our justice system. She was impressed by the skill and effort exhibited by the students, and is thrilled to have the opportunity to speak at Law Day 2022.

Alyssa Daatio graduated from the University of San Francisco School of Law in 2019, where she was awarded the 2019 Pursuit of Justice Award, given to a graduating student who has demonstrated a commitment to providing service to others in the pursuit of justice through legal experience, community and volunteer service, and service to the law school and other law students. Ms. Daatio graduated with a Certificate in Public Interest Law. She currently practices at Aaron, Riechert, Carpol & Riffle, APC in Redwood City.

Harpreet Samra is the Supervising Social Worker for the SMCBA’s Private Defender Program. She had previously worked in indigent defense in Santa Clara County and New Orleans for more than 8 years. When most people think of Social Workers, they see them as individuals who might work for child protection type services and/or provide mentorship to their clients. Yet, Social Workers add a side to Indigent Defense that has proven much needed and has provided a piece to holistic representation that is unique and unmatched.

Presentation of Mock Trial Awards
The high school students and teacher-advisors who participated in this year’s Mock Trial Competition will be honored guests.  

San Mateo County Trial Lawyers Association Scholarship Program Presentation
Each year, the San Mateo County Trial Lawyers Association presents scholarship awards to three high school seniors who wish to pursue a career in the law or criminal justice careers at this event. This year, the program will award $7,500 to the top three candidates. The San Mateo County Trial Lawyers Association is a non-profit organization dedicated to the advancement of justice, preservation of the jury system, and the protection of the rights of the consumers and injury victims.

Cost: $55 for members.

You may sponsor a student at $55 each or sponsor a team and receive 2 entry tickets at $500, and if you cannot make it, you can still sponsor a student at $55 each or a team at $400.

Registration: Please log-in on the SMCBA website to register for this event or complete the registration form and email back to events@smcba.org before April 22, 2022.

Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount.


Barristers Section – Financial Basics (Financial Planning 201) – April 26

Barristers Section – Financial Basics (Financial Planning 201)
Tuesday, April 26, 2022
12:00 p.m.-1:00 p.m.
Via Zoom

Please join the Barristers Section on Tuesday, April 26, 2022 for an interactive 60-minute session with Chris Welton and his team to help answer all your questions and address your concerns. This is perfect for people who are feeling financially stressed because they’re worried about student debt and don’t have the time to manage their money properly, people who are overworked and need financial clarity, and people who wonder where all their money goes each month and they are unsure about their goals.

Cost: Free for members and $10 for nonmembers. You will also receive MCLE credit.

Consistent with our prior virtual presentations that have qualified for MCLE credit, all attendees must register online prior to the event. Online registration will close on the morning of the event.

Registration:  Please log-in on the SMCBA website to register for this event. The Zoom invite and materials for the webinar will be emailed to attendees the day before and morning of the event.

Logistics: Your Zoom credentials will automatically be emailed to you shortly after you register online, as well as the day and hour before the event. The written materials for the webinar will be emailed to attendees the morning of the event. 

Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount. You will receive 1 hour of General Law MCLE credit for attending this event. The MCLE certificates will be made available in the week following the event.

Barristers Section – Financial Basics (Financial Planning 101) – April 12

Barristers Section – Financial Basics (Financial Planning 101)
Tuesday, April 12, 2022
12:00 p.m.-1:00 p.m.
Via Zoom

Please join the Barristers Section on Tuesday, April 12, 2022 for an interactive 60-minute session with Chris Welton and his team to help answer all your questions and address your concerns. This is perfect for people who are feeling financially stressed because they’re worried about student debt and don’t have the time to manage their money properly, people who are overworked and need financial clarity, and people who wonder where all their money goes each month and they are unsure about their goals.

Cost: Free for Barristers Section members and $10 for non-section members. You will also receive MCLE credit.

Consistent with our prior virtual presentations that have qualified for MCLE credit, all attendees must register online prior to the event. Online registration will close on the morning of the event.

Registration:  Please log-in on the SMCBA website to register for this event. The Zoom invite and materials for the webinar will be emailed to attendees the day before and morning of the event.

Logistics: Your Zoom credentials will automatically be emailed to you shortly after you register online, as well as the day and hour before the event. The written materials for the webinar will be emailed to attendees the morning of the event. 

Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount. You will receive 1 hour of General Law MCLE credit for attending this event. The MCLE certificates will be made available in the week following the event.

Family Law Section – Silicon Valley Entities: Structures and Equity Compensation, Michèle M. Bissada, CFLS, AAML – April 8

Family Law Section- Silicon Valley Entities: Structures and Equity Compensation, Michèle M. Bissada, CFLS, AAML
Friday, April 8, 2022
12:00 p.m.-1:30 p.m.
Via Zoom

Please join the Family Law Section on Friday, April 8, 2022, for a presentation by Michèle Bissada on Silicon Valley Entities: Structures and Equity Compensation.  This presentation will cover what family law attorneys should know about Silicon Valley startups and venture capital entities, including an overview of the different types of equity compensation, why they are issued, typical vesting schedules, and how securities are valued in private and public companies. Michèle’s expertise in the venture capital arena is based on her 28 years of practice and her Silicon Valley based practice on high asset highly complex financial cases.

Michèle Bissada is a partner at Flicker, Kerin, Kruger & Bissada, LLP, located in Menlo Park.  She is a Certified Family Law Specialist (ACFLS), a fellow of the American Academy of Matrimonial Lawyers (AAML), rated by Martindale Hubbell as an AV Preeminent attorney in her field and has been nominated as a Super Lawyer each year since 2006.  Michèle has also been selected for several years as Top 50 Women Northern California Super Lawyers and Top 10 Northern California Family Law Super Lawyers and Top 100 Overall Northern California Super Lawyers .  Michèle specializes in high-asset family law cases, including complex financial and high conflict custody issues.  She also serves as a mediator directly for parties in dissolution or desiring of premarital or cohabitation agreements; as a neutral mediator for attorney-assisted mediation; and as a private settlement judge for family law matters.  Michèle acts as San Mateo County Fee Arbitrator and has in the past also served as Judge pro tem for the Santa Clara County Superior Court.  Michèle serves on the AAML Northern California Chapter Board and is the current President-Elect of the Northern California Chapter of AAML.  Michèle served as 2011 San Mateo County Bar Association President and continues to be involved with the Bar Association.

Cost: $30 for members and $40 for nonmembers. You will also receive MCLE credit.

Consistent with our prior virtual presentations that have qualified for MCLE credit, all attendees must register online prior to the event. Online registration will close on the morning of the event.

Registration: Please log-in on the SMCBA website to register for this event. The Zoom invite and materials for the webinar will be emailed to attendees the day before and morning of the event.

Logistics: Your Zoom credentials will automatically be emailed to you shortly after you register online, as well as the day and hour before the event. The written materials for the webinar will be emailed to attendees the morning of the event. 

Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount. You will receive 1 hour of General Law MCLE credit for attending this event. The MCLE certificates will be made available in the week following the event.

Labor and Employment Section – State Of The Court With Presiding Judge Leland Davis, III – March 24

Labor and Employment Section – State of the Court With Presiding Judge Leland Davis, III
Thursday, March 24, 2022
12:00-1:15 p.m.
Via Zoom

Please join us for a presentation by Presiding Judge Leland Davis III on Thursday, March 24, 2022 for a state of the court address. Hear information you desperately need to know to practice law in San Mateo County Superior Courts. Learn about the Covid-19 procedures and how you can help to keep your clients safe during trial.

Members will have the opportunity to ask questions in advance. Please send your questions to events@smcba.org no later than Friday, March 18, 2022.  All attendees must register online prior to the event.

Judge Davis is a presiding judge for the San Mateo County Superior Court. He was appointed by former governor Arnold Schwarzenegger in December 2010 to succeed Carol L. Mittlesteadt. Judge Davis received his undergraduate degree from Stanford University and his J.D. from the University of California, Berkeley Boalt Hall School of Law. From 1984-1987, Judge Davis was a trial attorney at the Law Offices of Hunter and Anderson, from 1987-2003, he was a Deputy public defender for the San Francisco Public Defender’s Office, from 2003-2010, he was a sole practitioner, and from 2010-2019 he was a judge for the San Mateo County Superior Court.

Cost: Free for Labor & Employment Section members; $15 non-Section members.

Registration: Please log in on the SMCBA website to register for this event.

Logistics: Your Zoom credentials will automatically be emailed to you shortly after you register online, as well as the day and hour before the event. The written materials for the webinar will be emailed to attendees the morning of the event. 

Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount. You will receive 1 hour of General Law MCLE credit for attending this event. The MCLE certificates will be made available in the week following the event.