Establishing a Successful Referral Practice – Oct 23rd

Fox, Shjeflo & Babu, LLP
2000 Alameda De Las Pulgas
San Mateo, CA 94403

Join the Lawyer Referral Service (LRS) Program on Wednesday, October 23, 2019 from 12:00pm – 2:00pm for a workshop on Establishing a Successful Referral Practice. 

In this two-hour workshop, SMCBA staff and experienced LRS panelists will provide an overview of the LRS Program and provide strategies for the successful representation of LRS referrals. Attorneys will receive insightful views on how to benefit their practice through the participation in the LRS Program and better tools to approach LRS referrals.

The workshop will cover the following topics:

  • What is the SMCBA Lawyer Referral Service (LRS) Program?
  • How do I become a member of the LRS Program?
  • Successful approaches to LRS referrals.
  • Strategies for the successful representation of LRS referrals.
  • How to maximize the client experience for LRS referrals.
  • How to benefit your practice through participation in the LRS Program.

This workshop is FREE and open to all attorneys.
1.5 hours of General Law Credit will be provided.

To register, please log-in online or email the RSVP Form to Barbara Guzman, LRS Program Coordinator, at no later than Wednesday, October 16, 2019.

Status Conference Volunteers Needed

Calling all Family Law Attorneys:

Department 15 urgently needs status conference volunteers.

Volunteering at the Status Conferences is a great way to give back and learn or refresh your skills.

This is a great opportunity to feel a real sense of accomplishment as you help pro per litigants with their disclosures, answer their family law questions, help them resolve disputes and reach settlement, and assist them with their judgment packages.  If this is your first time volunteering, Judge Franchi or other volunteers will be there to assist you.

Also, if you are planning on being at Court for a Status Conference in another Department, they will try to get you in towards the beginning of their calendars if you inform their Clerks that you are scheduled to volunteer in Department 15.

Snacks will be provided.

Please click on this link to sign-up.

WLS – Power Hour – Sept 6th

Join the Women Lawyers’ Section for “Power Hour,” where you will have the chance to have lunch and share with fellow members your experiences relating to gender equality in the legal profession. There will be a moderator to encourage the conversation, but it will be an open forum for members to meet one another and share and learn from one another’s experiences.

Date: Friday, September 6, 2019

Time: 12:00pm – 1:00pm

Location: Law Offices of Aaron, Riechert, Carpol & Riffle
333 Twin Dolphin Drive, Suite 350
Redwood City, CA 94065

Cost: The event is FREE! Lunch will be provided.

Registration: To ensure there is enough food, please RSVP by Wednesday, September 4th to the WLS treasurer Katie Debski by contacting her at or calling her at 650-378-1472.

Barristers – 2019 Annual Judges’ Luncheon – Sept 24th

Please join the SMCBA Barristers’ Section for their 2019 Annual Judges’ Luncheon featuring Hon. Jonathan Karesh and San Mateo Mayor, Diane Papan on Tuesday, September 24, 2019.

This is a convivial meeting to honor our esteemed Bench and welcome new members of the Bar. This is a wonderful opportunity for new attorneys to meet and mingle with the Bench and Bar. The Barrister of the Year Award will also be presented.

Location: San Mateo County History Museum “The Old Courthouse”
2200 Broadway
Redwood City, CA 94063

Cost: $75 per person.

Meal Choices: 

  • Grilled salmon with fresh mango-cilantro relish;
  • Grilled USDA skirt steak with chimichurri sauce;
  • Eggplant parmigiana with mozzarella cheese in marinara sauce (vegetarian)

Registration: Log-in on the SMCBA website or RSVP to Khloe Lee at with your entrées selection.

Please R.S.V.P. no later than Tuesday, September 10, 2019.

Volunteer Opportunity – Summer BBQ at Haven House – Aug 27th

The Barristers are looking for volunteers to join them as they host a Summer BBQ for the families of Haven House in Menlo Park. Haven House provides assistance and shelter for homeless families from our community.

Volunteers will set up, serve dinner, and play games with the children.  To volunteer or for more information, please contact Stephanie Louie at or (310) 995-6217.

LE Section – Lessons Learned From Workplace Investigations in the #MeToo Era – Aug 22nd

Mistral Restaurant
370-6 Bridge Pkwy
Redwood City, CA 94065

Join the Labor & Employment Section on Thursday, August 22, 2019 for a presentation on Lessons Learned From Workplace Investigations In The #MeToo Era by Camille Hamilton Pating, Principal and Chair of Meyers Nave’s Workplace Investigations.

The #MeToo movement caused a rapid increase in the number of workplace conduct investigations across all sectors of the economy. The presenter will discuss key takeaways and investigative best practices, including (1) creating new policies and training programs for the modern workplace, (2) investigating stale claims, (3) providing employees with skills for having honest conversations about workplace behaviors and (4) addressing #MeToo backlash, guilt by association and unintended consequences.

Camille has conducted over 150 investigations and specializes in high-profile investigations involving government officials, executives and high-level employees of public, private and non-profit organizations. She also provides training programs and helps employers create, enhance and implement Diversity, Equity and Inclusion initiatives.

Time: 12:00pm – 1:30pm

Cost: $55 for Labor/Employment section members and $65 for non-section members. Cost includes 1-hour MCLE credit and a delicious three-course lunch.

Registration: Please log-in on the SMCBA website.  If you opt to pay by check, please register online first and send your check payable to SMCBA, to 333 Bradford St., Ste. 200, Redwood City, CA 94063, Attn: Events.
*Make sure to note what event you are paying for and the name of the attendee.
Please note, checks will not be accepted during the event.

If you RSVP but do not show up to the luncheon or cancel 48 hours in advance, you will still be charged the full amount for attending the event.

EP Section – New Attorneys Event: Busting the Bypass Trust: Simplifying Irrevocable Trusts – Aug 15th

San Mateo County Superior Court – Hall of Justice
400 County Center
Redwood City, CA 94063

The New Attorneys Section of the SMCBA Estate Planning & Probate Section invites you to a luncheon with Jennifer M. Stier as she details various approaches attorneys may consider to modify or reform irrevocable Bypass Trusts. This CLE presentation will take place on August 15, 2019 from 12:00 pm to 1:15 pm at Judge Miram’s Courtroom – Dept. 28.

Jennifer Stier is a Principal and Director with Barulich Dugoni & Suttmann Law Group, Inc.  She focuses her practice in estate planning, business planning, and estate administration, and also handles probate and conservatorships. Ms. Stier is a Certified Specialist in Estate Planning, Trust, and Probate Law, certified by the State Bar of California Board of Legal Specialization.

Please send any questions you might want answered ahead of time along with your RSVP.

Time: 12:00pm – 1:15pm
Cost: The event is FREE but you must RSVP. Lunch and one hour of CLE credit will be provided.

Registration: Log-in to the SMCBA website or RSVP by Tuesday, August 12, 2019 to Dallas E. Dean at

Space is limited. Please sign up early as this promises to be a well-attended event.

Lunch will be provided by the SMCBA Estate Planning and Probate Section. 

FLS – Addiction In Family Law – Aug 9th

Crowne Plaza Hotel
1221 Chess Drive
Foster City, CA 94404

Please join the Family Law Section on Friday, August 9, 2019, for a presentation by David Kan, M.D. regarding addiction issues in family law.

Tools for identifying substance abuse in attorneys will be discussed. The current state of alcohol and drug testing in family law will be reviewed. Guidelines around testing frequency and format will be discussed. The audience will have the opportunity to pose case-based questions to an evaluator in these issues.

Dr. Kan graduated from Northwestern University Medical School. He finished his General Psychiatry Residency and Forensic Psychiatry Fellowship at the University of California, San Francisco (UCSF). He is Board-certified by the American Board of Psychiatry and Neurology in General and Forensic Psychiatry and he is Board-Certified by the American Board of Addiction Medicine in Addiction Medicine. He is a member of the faculty at the UCSF Department of Psychiatry.

Dr. Kan is an active member of the California Society of Addiction Medicine (CSAM). CSAM is a physician organization dedicated to improving the treatment of substance use disorders. Dr. Kan has planned conferences and spoken to many physician and non-physician groups. Dr. Kan is the current President of CSAM. Dr. Kan is a Distinguished Fellow of the American Society of Addiction Medicine (D.F.A.S.A.M.)

Dr. Kan offers forensic consulting services to courts and attorneys in civil, criminal, and administrative matters. He has testified in multiple states, counties and federal court as an expert witness. He is a member of the American Academy of Psychiatry and the Law.  Dr. Kan has also testified numerous times before the California Assembly and Senate on addiction treatment. Dr. Kan has testified before Congress advocating for expanding access to addiction treatment.

One hour of Competence Issues CLE credit will be provided for attendance.

Time: 12:00pm – 1:30pm

Cost: $45 for Family Law Section members and $55 for non-section members.

Registration: Please log-in on the SMCBA website to register for this event. If you wish to pay by check, please send your check payable to SMCBA, to: 333 Bradford St., Ste. 200, Redwood City, CA 94063. Attn: Events.

If you are sending a check, make sure to note what event you are paying for and the name of the attendee. No refunds for cancellations less than 24 hours prior to event time.

*Please note: Registration closes on Tuesday, August 06, 2019.

Barristers – Brown Bag Lunch Series w/ the Honorable Sean Dabel – Aug 8th

San Mateo County Superior Court – Hall of Justice
Dept 26, Courtroom 6A
400 County Center
Redwood City, CA 94063

Please join the Barristers Section on Thursday, August 8, 2019 as the Honorable Sean Dabel shares his perspective from the Family Law Bench, and provides the Barristers with invaluable insight from the bench.  Do not miss this opportunity to hear from a judicial officer about what is expected and not expected when appearing in Court.  Attendees will also have the opportunity to ask non-case specific questions.

1 Hour of General Law MCLE credit will be provided for attendance.

This event is for Barristers only. Any questions please email Joanna Wald.

Don’t forget to bring your own lunch!

Cost: FREE


EP Section – Estate Planning For Same Sex and Unmarried Couples – July 18

San Mateo Elks Lodge
229 W. 20th Ave.
San Mateo, CA 94403

Join the Estate Planning & Probate Section on Thursday, July 18, 2019 for a presentation on Estate Planning For Same Sex and Unmarried Couples: 4 Years Post-Obergefell.

Alma Soongi Beck of Lakin Spears LLP will provide an overview of estate planning for LGBTQ People and unmarried couples, and its evolution over her 18+ years of practice in this area.  The discussion will cover the evolving landscape of local, county, and state domestic partnership registration and recognition, property tax issues for people not married and not state-registered domestic partners, considerations for health care directives, and a practitioner’s perspective of planning in this area four years beyond the landmark U.S. Supreme Court decision in Obergefell v. Hodges.

Cost: $40 per person for members of the SMCBA Estate Planning Section who inform us in advance that they will attend and $55 for others. Cost includes lunch and 1 hour of MCLE credit.

Registration: Please log-in on the SMCBA website to register for this event or contact the program coordinator, Jim Griffiths at or fax (510) 588-4543.  For questions about this event, please email or fax (510) 588-4543.

If you wish to pay by check, please make check payable to SMCBA and send to: 333 Bradford St., Ste. 200, Redwood City, CA 94063, Attn: Events or bring a check with you to the event.
*Please note what event you are paying for and the name of the attendee.

San Mateo Elks Lodge, 229 West 20th Avenue, San Mateo, CA 94403

From Highway 92, Exit El Camino Real South. Turn right (west) at the first traffic light onto 20th Avenue. The Elks Lodge is three blocks west on 20th Avenue on your left.