The Year In Review – Jan 16th

San Mateo Elks Lodge
229 W. 20th Ave.
San Mateo, CA 94403
12:00pm – 1:30pm

Please join the Estate & Probate Section for a presentation featuring guest presenters: Steve Braccini, Patrick Kohlmann, and John Prokey on Thursday, January 16, 2020. The panelists will present their annual review of the latest legislative, case, and tax developments most significant to California trusts and estates practitioners. The program will include analysis and discussion to assist practitioners incorporating these developments into their practice.

Please note that this is a 90-minute presentation. Therefore, the speakers will begin promptly at 12:00pm.

We welcome Boston Private as sponsor of 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 non-section members. Cost includes lunch and 1.5 hours of MCLE credit.

Registration and Information:
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.

A Beginner’s Guide to Death and Divorce – Jan 9th

San Mateo County Superior Court
400 County Center
Judge Miram’s Courtroom – Dept 28
Redwood City, CA 94063
12:00pm – 1:15pm

Join speaker Sarah A. Brooks for a presentation on “A Beginner’s Guide to Death and Divorce” on Thursday, January 9, 2020 at noon. Ms. Brooks will provide an overview of the nuances of both death and divorce and how the probate code and the family law code intersect when an individual dies during a family law dispute.

The discussion will cover a basic understanding of the proper characterization of community and separate property assets and how they will ultimately be distributed to the spouse/former spouse, beneficiaries, or heirs as well as other issues to consider when administering a decedent’s trust or estate.

Sarah A. Brooks is a shareholder of Aaron, Riechert, Carpol & Riffle, APC and a Certified Specialist in Estate Planning, Trust, and Probate Law. Sarah focuses her practice on litigation arising from trust, estate, and conservatorship matters, including elder abuse litigation. A fierce advocate, she has successfully represented professional fiduciaries, beneficiaries, and others in all stages of litigation.

Cost: FREE but must RSVP.

Log-in on the SMCBA website to RSVP by Tuesday, January 7, 2020 or contact Sabrina M. Johnson. Please sign up as early as possible, and please let us know if your plans change.

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

1 hour of MCLE Credit will be provided.

Top Family Law Cases of 2019 – Jan 3rd

Crowne Plaza Hotel – Foster City
1221 Chess Dr.
Foster City, CA 94404
12:00PM – 1:30PM

Please join the Family Law Section on Friday, January 3, 2020, for a presentation by the peerless Garrett Dailey on some of the most compelling appellate cases of 2019. Garrett Dailey’s expertise on this topic is unparalleled, and we are most fortunate that he so generously gives us his time to review the top cases of the prior year.

Mr. Dailey is a Certified Family Law Specialist focusing on appellate issues.  He is a Fellow in the American and International Academies of Matrimonial Lawyers.  He is the publisher and author of ATTORNEY’ S BRIEFCASE®LEGAL RESEARCH SOFTWARE and the author of SupportTax® and Lawgic®.  The many awards he has received include a Lifetime Achievement Award by the State Bar of California Family Law Section; the 30th Anniversary Outstanding Service Award from Association of Certified Family Law Specialists as well as the 1995 Hall of Fame Award; and the 2005 Outstanding Conference Speaker Award from the Cal. CPA Education Foundation.  Some of his more recent appellate cases include Marriage of Valli; Elkins v. Superior Court; Marriage of La Musga; Marriage of Macilwaine, Marriage of Facter; Marriage of Hibbard; Marriage of Hill & Dittmer; Marriage of Cadwell-Faso; Marriage of Sorge; and Marriage of Alter.  Mr. Dailey will present a more in-depth summary of updates in California Family Law at his 2019 Year in Review, which will be held in Oakland on January 10, 2020, and in San Jose on February 1, 2020.

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.

FLS – 2019 Annual Holiday Luncheon – Dec 18th

The Family Law Section cordially invites you to attend the 2019 Annual Holiday Luncheon, honoring the Family Law Bench and Staff, Family Court Services, Facilitator’s Office, Alternative Dispute Resolution Program, and Family Law Clerks.  Join us on Wednesday, December 18, 2019 from 11:30am to 1:30pm to celebrate the holiday season, enjoy each other’s company, and show our appreciation for the hard work and dedication of the family law judicial officers and the Court staff who serve the family law litigants of San Mateo County.

Doors Open at 11:30am. Lunch will be served at 12:15pm. Valet Parking is Mandatory. No Host Bar.

Location: The Peninsula Golf & Country Club
701 Madera Drive
San Mateo, CA 94403

Cost: $80 per person.

Registration: Please log-in on the SMCBA website or RSVP by Monday December 02, 2019 to Jeffrey Ward by sending your RSVP form to Jeffrey Ward, Berra Stross Wallacker & Mass, 411 Borel Ave., Ste 550, San Mateo, CA 94402.

Sponsorship: If you would like to sponsor this event, please select from one of the following sponsorship opportunities:

  • $750 or more (Platinum)
  • $600 – $749 (Gold)
  • $450 – $599 (Silver)
  • $300 – $449 (Bronze)

The generosity of your sponsorship serves as a gift of thanks to our judicial officers and to the Court staff by ensuring that they may attend this holiday festivity free of charge. Please send your selected sponsorship level and check made payable to SMCBA along with with your sponsorship form to Jeffrey Ward, Berra Stross Wallacker & Mass, 411 Borel Ave., Ste 550, San Mateo, CA 94402.

Please note that sponsorship of SMCBA events is not deductible as a charitable contribution. It may be deductible under other sections of the Internal Revenue Code.

A Crash Course In Statewide Rent Control – Dec 6th

Real Estate attorney Michael J. McLaughlin of McLaughlin Sanchez LLP, a San Francisco-based boutique real estate firm, will present on issues involving California’s new statewide rent control law (Assembly Bill 1482, California’s Tenant Protect Act of 2019). This seminar will provide use and guidance on compliance with California’s rent control laws regarding just cause evictions, rent caps and a pragmatic discussion of what real estate attorneys and professionals in San Mateo County would need to know and how to effectively advise clients, whether property owners, tenants and the like of issues involving rent control matters.

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.

Date: Friday, December 06, 2019

Time: 12:00pm – 1:30pm

Location: Crowne Plaza Hotel
1221 Chess Drive
Foster City, CA 94404

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

WLS – 2019 Annual Holiday Judges’ Luncheon – Dec 5th

The Women Lawyers’ Section will honor the San Mateo County Bench at their Annual Holiday Judges’ Luncheon on Thursday, December 5, 2019 from 12:00pm to 1:30pm at Angelica’s in Redwood City.  The San Mateo County Women Lawyers’ Section Educational Foundation will be holding its annual raffle.

Please select from one of the following entrees:

  1. Grilled New York Steak with peppercorn sauce, and served with roasted potatoes, and vegetables(chef’s choice) (gluten free and dairy free);
  2. Pan-Seared Salmon with lemon dill sauce, served with roasted potatoes, and grilled vegetables (chef’s choice) (gluten free);
  3. Roasted Artichoke with spinach in sweet red pepper pasta ravioli, grilled zucchini, baby carrots, red onions, asparagus, and cherry tomatoes (vegetarian and vegan).

Cost: $65 per person.

Registration: Please log-in on the SMCBA website or RSVP by Tuesday, November 26, 2019 to the WLS treasurer Katie Debski at kdebski@bmdlegal.com or by calling her at 650-378-1472 with your entrée selection.

If you wish to pay by check, please send your check made payable to SMCBA to: Katie Debski, Bain Mazza & Debski LLP, at 951 Mariners Island Blvd., Ste. 300, San Mateo, CA 94404.

Sponsorship: If you would like to sponsor this event, please select from one of the following sponsorship opportunities:

  • $250 for gold
  • $150 for silver
  • $75 for bronze

* Your sponsorship will be recognized in the lunch program.  

Volunteer Opportunity – Annual Holiday Dinner – Dec 3rd

Join the Barristers’ Section as we volunteer to set up, serve dinner, and play games with the children on Wednesday, December 3, 2019 from 5:00 p.m.to 7:00 p.m., at 325 Villa Terrace in San Mateo, 94401.

First Step for Families is part of the LifeMoves organization, a comprehensive coordinated network of housing and social services for the homeless residents of the San Francisco Peninsula and Silicon Valley. First Step provides assistance and shelter for up to 39 homeless families from our community.

To volunteer or for more information, please contact Joanna Wald or Maggie Trinh.

Estate Planner Liability for Transmutation Malpractice Arising Out of Divorce – Nov 21st

San Mateo Elks Lodge
229 West 20th Avenue
San Mateo, California  94403
12:00pm – 1:30pm

Please join the Estate Planning & Probate Section on Thursday, November 21, 2019, for a presentation on Estate Planner Liability for Transmutation Malpractice Arising Out of Divorce with John P. Golden, Esq. and Jennifer L. Mispagel, Esq.

The presentation will focus on Estate planning attorneys (and others) who often prepare transmutation agreements in connection with tax and estate planning for married clients.  This program will cover a myriad of problems caused by such agreements which usually arise during marital dissolution proceedings but can sometimes arise in the event of death of a spouse (or even in the creditor context).  The program will include tips on how to reduce (but not eliminate) the malpractice risk for the estate planner.

Presenter John P. Golden is a California Certified Specialist in Probate, Estate Planning & Trust Law in Hopkins & Carley.  With more than 35 years of experience in estate planning, John counsels clients on estate planning and administration of estates and trusts.

Presenter Jennifer L. Mispagel is an associate in Hopkins & Carley’s Family Wealth & Tax Planning Department. She represents individuals, families, trustees, executors and personal representatives in Estate Planning, Wealth preservation and transfers, and more.

Cost: $40 for members of the SMCBA Estate Planning Section who form us in advance that they will attend and $55 for non-section members. Cost includes lunch and one 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.

We welcome Mike Foor, Real Estate Broker, Intero as sponsor for this event.

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.

Map: http://tinyurl.com/SMElks

Power Hour – Nov 15th

Join the Women Lawyers’ Section as they host their second “Power Hour” open forum. You will have the chance to have lunch (on them!) 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, November 15, 2019

Time: 12:00pm – 1:00pm

Location: Ropers, Majeski, Kohn & Bentley
1001 Marshall St., Ste 500
Redwood City, CA 94063

*There’s a public parking lot behind the building. (Note that RMKB does not validate). There is also street parking. Due to nearby construction, you may want to carpool, if possible.

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

Registration: To ensure there is enough food, please RSVP by Wednesday, November 13th to the WLS treasurer Katie Debski by contacting her at kdebski@bmdlegal.com or calling her at 650-378-1472.

Fee Arbitration Program – 2019 Fee Arbitration Roundtable Training – Nov 14th

11:00 – 2:00 pm

Fox, Shjeflo, Hartley & Babu, LLP
2000 Alameda De Las Pulgas, 1st Fl.
San Mateo, CA 94403

The Client Relations Committee would like to invite new and seasoned arbitrators to attend the 2019 Fee Arbitrator Roundtable event. Attorneys will receive insightful views on how to handle the Fee Arbitration Program cases and tools to approach difficult situations.  Interested in arbitrating? Come see what it’s all about!!

The training will cover the following topics:

  • Detection and Analysis of Bill Padding Issues
  • How to Deal with Witnesses and Additional Documentation
  • Permissible Contact with Arbitrators
  • Role of Arbitrator v. Mediators Roles in MFA

This training is free for current SMCBA arbitrators and mediators, and only $40 for non-SMCBA arbitrators and mediators. 3 hours of General Law Credit will be provided.

To register, please contact Heena Khangura, Fee Arbitration Program Coordinator,  at (650) 298-4023,  or email FeeArb@smcba.org no later than Friday, November 8, 2019. 

 

Register Today!