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.

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 ded@coreylaw.com

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.

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 smcba@gryphonevents.com or fax (510) 588-4543.  For questions about this event, please email smcba@gryphonevents.com 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.

Directions:
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.

FL Section – Our Family Wizard – July 12th

Crowne Plaza Hotel
1221 Chess Drive
Foster City, CA 94404

Please join the Family Law Section on Friday, July 12, 2019 for a presentation on the new features of OurFamilyWizard by Matthew Havrevold.

The OurFamilyWizard app (OFW) is frequently included in parenting agreements as a way to reduce litigation and improve family outcomes. Learn how OFW can simplify co-parenting communication and streamline the work of practitioners.

This presentation will advise family law professionals of communication technology ordered by the court in high conflict custody and visitation matters. Professionals will learn how they can stay informed of co- parent communication through the use of online tools. Each attendee will receive examples of agreements and court orders currently used to specify parent and professional use of OFW, as well as a full demonstration of the available features.

Four Learning Objectives

  1. Familiarize attendees with the OFW toolset for parents. Analyze the interface and the ways built-in rules create a framework for amicable communication in a variety of case types.
  2. Recognize documents that may be presented as evidence in the courtroom.
  3. Examine court order and agreement examples, including relevant appellate decisions.
  4. Learn how attorneys, special masters, minor’s counsel, mediators, and other professionals may work with and assess family needs utilizing these online tools.

Matthew Havrevold is a Professional Liaison with the OurFamilyWizard website. He attended the University of Minnesota where he graduated in 2008 with degrees in Journalism and Business. After graduating he worked in the legal software industry as both a manger and business liaison for 5 years before joining the OurFamilyWizard website in February 2014. He now travels the country meeting with courts and family law practitioners to discuss the various parenting issues in family law and to educate them on OurFamilyWizard’s specific features and best uses for facilitating communication in high conflict parenting scenarios. Matt has presented many MCLE trainings for different bar associations and family law organizations around the country and abroad.

One hour of MCLE Credit will be provided for attendance.

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, July 09, 2019.

Let CEB Cover Your SMCBA Membership Dues

When you purchase CEB’s OnLaw, you will receive your next SMCBA membership dues for free! Plus, a portion of all proceeds will support SMCBA programming.

CEB’s OnLAW is the largest source for California legal analysis and procedural guidance. More than 400 California judges and lawyers contribute to this powerful online library. Practice areas include:

Estate Planning

Business Law

Civil Litigation

Real Property Law

Family Law

Employment Law

Criminal Law

SMCBA is thrilled to have CEB as a sponsor. Members, please contact us at membership@smcba.org to receive your code for the FREE 2019-2020 SMCBA membership on CEB! All SMCBA members are invited to enjoy a 14-day free trial of California’s most trusted legal research solution.

ABOUT CEB: A self-sustaining nonprofit program of the University of California. CEB is guided by the mission of education first, focusing on legal analysis and procedural guidance written by and for California judges and lawyers.

Note: This offer is valid to new OnLAW customers only and cannot be combined with other discounts.


LE Section – Managing Employee Performance – June 27th CANCELLED

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

Please join the Labor & Employment Section on Thursday, June 27, 2019, for a presentation on Managing Employee Performances with Jeanine Debacker, Attorney at McPharlin, Sprinkles & Thomas, LLP.

Jeanine represents employers in all areas of employment and benefits law, including wage and hour claims, harassment, discrimination, retaliation, wrongful termination, benefit plan corrections and other employment-related claims.

Jeanine assists clients in creating and implementing workplace policies and procedures, conducting harassment investigations, and counseling on employee performance management, including corrective actions and terminations. Jeanine often presents customized, on-site training programs for clients on a variety of human resources issues.

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 even

EP Section – Lunch With The Probate Court Staff – June 20th

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

All are invited to lunch with Peter MacLaren, Research Attorney with the San Mateo County Superior Court, and the Probate Court staff on Thursday, June 20, 2019 at 12 noon. Pete will discuss the current topics of interest for the Probate Court and provide tips for working more effectively with the Probate Court Staff and the Court itself.

Registration and buffet service will begin at 11:30 a.m. Plan to arrive early.

Hawaiian shirt alert: Please also note that members are again encouraged (though of course not required) to wear their favorite Hawaiian shirt in honor of the occasion.

We are pleased to have the Professional Fiduciary Association of California for this luncheon seminar.

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 smcba@gryphonevents.com or fax (510) 588-4543.  For questions about this event, please email smcba@gryphonevents.com 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.

Directions: 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.

RE Section – A Crash Course In Fair Housing – June 18th

Crowne Plaza Hotel
1221 Chess Drive
Foster City, CA 94404

Join the Real Estate Section on Tuesday, June 18, 2019 for a Crash Course In Fair Housing. Associate Housing Discrimination Director Jaqueline Ramirez Rodriguez of Project Sentinel will present on issues and cases involving California’s Fair Housing Laws.  This seminar will provide use and guidance on compliance with California’s fair housing laws and how to effectively advise clients, whether property owners, tenants and the like of issues involving fair housing.

This seminar will provide attorneys with 1 hour of general MCLE credit and will be important for both attorneys and other professionals who routinely practice before the San Mateo County Superior Courts.

Cost: $50.00 for Real Estate section members and $60.00 for non-section members. Cost includes 1 hour of MCLE credit and lunch.

Registration: Please log-in on the SMCBA website to register for this event or contact Mark Watson at markw@markcwatson.com, or by telephone at (650) 692-4001 or Grant H. Baker at grant@mballenlaw.com or by telephone at (650)347-5000.

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: Barbara Guzman. *Please note what event you are paying for and the name of the attendee.

WLS – Book Discussion – June 17th

Hobee’s Restaurant
1101 Shoreway Road
Belmont, CA 94002

Being talented, hard-working, and capable aren’t enough. Women especially may not be taken seriously if they don’t project confidence and competence. Cara Hale Alter’s “The Credibility Code” breaks down into clear, simple, and specific, elements including posture, gesture, voice, and eye contact, the keys to presenting yourself effectively. Come join the Women Lawyer’s Section on June 17th for a discussion of how you present yourself affects how your message is received and how we can all improve how we present ourselves.

You can purchase the book at your local bookseller, or alternatively at one of the following websites:

Cost: $10 per person

 Registration: Please log-in on the SMCBA website to register for this event or RSVP by Wednesday, June 12, 2019 to the WLS treasurer Katie Debski by contacting her at kdebski@bmdlegal.com or calling her at 650-378-1472.