Estate Planning and Probate Section- Attorney Trust Accounting- April 20
Thursday, April 20, 2023
In Person and Via Zoom at 12:00pm
If you plan on attending this event in person:
Please arrive at Elks Lodge at 11:40am
229 W 20th Ave, San Mateo, CA 94403
This session will cover the practical aspects of managing Client Trust Accounts in a law firm and what profitability measures lawyers should be reviewing.
· Client Trust Account Protection Program [CTAPP]
· What reports should you have for your trust account?
· How should your trust account be reconciled?
· Common mistakes
Our presenter will be Diane L. Camacho, CLM of DLC Consulting Services.
Cost: Cost is $50 per person for members of the SMCBA Estate Planning Section for the luncheon ($40 for webinar) and $65 for non-members for the luncheon ($55 for the webinar). Cost includes lunch and 1.0-hour MCLE for live event attendees. MCLE will be provided for the webinar participants.
Registration and Information: Please note that we have four registration options. Luncheon or Webinar, Member or Non-Member. Webinar registrants wishing to change to Luncheon attendance must contact the SMCBA offices at events@smcba.org prior to Monday, April 17.
Monday, April 17 is the deadline for requesting a refund.
For questions about this event, please email smcba@gryphonevents.com.
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.
For in person cancellations, the cancellation must be received ONE WEEK BEFORE the event. If you do not cancel within one week prior to the event or do not show up to the event, you will be charged the full amount.
For zoom cancellations, must be received at least 48 hours prior to the event for a full refund of the registration fee for those who register via Zoom. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount.
Labor and Employment Section- Navigating San Mateo County’s Single Assignment System for Civil Cases- April 27
Thursday, April 27, 2023
Via Zoom at 12:00PM
Beginning January 1, 2023, the San Mateo County Superior Court made a significant change in the way it handles civil cases by converting from a master calendar to a single assignment system. Judge Danny Y. Chou will talk about what this change means for civil litigants and share his recommendations, tips, and tricks for attorneys under the Court’s “new” single assignment system.
Who: The Honorable Danny Y. Chou was nominated by Governor Gavin Newsom on February 17, 2023, for appointment to the Court of Appeal, First Appellate District, Division Five. He is currently a judge with the San Mateo County Superior Court, where he is one of five judges assigned to handle all civil cases. Before his appointment to the bench, Judge Chou served as an Assistant County Counsel at the Santa Clara County Counsel’s Office. At the County Counsel’s Office, he was the lead public trial lawyer and lead appellate lawyer in People v. ConAgra Grocery Products Co., which resulted in a $305 million settlement to be used to clean up residential lead paint.
He also served as the Chief of Complex and Special Litigation and the Chief of Appellate Litigation at the San Francisco City Attorney’s Office, where he was part of the trial and appellate teams that successfully challenged California’s statutory and constitutional bans on same sex marriage. In addition, he has served as a supervising staff attorney for a Justice at the California Supreme Court, a staff attorney at the U.S. Court of Appeals for the Ninth Circuit, an associate at Howard, Rice, Nemerovski, Canady, Falk and Rabkin, and a law clerk for a judge at the U.S. District Court for the Northern District of California.
When: Thursday, April 27th from 12:00 – 1:15 p.m.
**Please start to log in to Zoom about five minutes before the start time **
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. Please note that if you RSVP but do not “show up,” or cancel 48 hours in advance, you will still be charged the full amount for attending the event. Note: MCLE certificates will be emailed to you once your presence is verified at the event.
Where: Your Computer via Zoom! All registrants will be provided with the link and meeting code one day prior to the event date.
Cost: $20 for Labor & Employment members and $30 for non-section members. Cost includes 1.0 hour of 1 hour of MCLE credit.
Contact Info for this Event: For questions about this event, please email events@smcba.org.
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.
SMCBA and Bain Mazza & Debski LLP – Pronouns 101 Training- May 11
Monday, May 11, 2023
Via Zoom
Pronouns 101
Have you ever asked yourself “did I use the “correct” pronoun for that person”? This Pronouns 101 workshop will help you feel more comfortable in any situation! In this workshop, you will learn how to safely ask someone their pronouns, break down neo pronouns and experience a safe space to ask your questions about pronouns. Through interactive videos, zoom polls, and pronoun use practice, we will help you become a pro at pronouns!
Speaker: Azisa (Zi) Todd was born and raised in Oakland and uses she/her/hers/they pronouns, or simply Zi. Much of their community work started young when Azisa was a Girl Scout and continued into high school. While in high school, she did the usual queer things like co-organize the Queer Straight Alliance and Feminist Club. After, Zi went on to undergrad, served as a member then director of BlaQue, UCLA’s Black LGBTQ+ organization. Zi hosted events, workshops, and study sessions up until the pandemic hit. Having since graduated from UCLA, she decided to jump back into academia and pursue a master’s in public health at San Francisco State University with an emphasis in community health education. Azisa’s long-term goal after completing the MPH program is to pursue a DrPH or PhD in public health and teach what they have learned to college-level students.
Azisa is excited to be the Lead Trainer and Events Coordinator position at the San Mateo County Pride Center because of their background in organizing and hosting events for the queer community in LA and the various workshops Zi helped develop; doing this form of work is both rewarding and joyful for Zi. Outside of academia and work, she is learning how to roller skate and watch a lot of anime.
Cost: Free for SMCBA members, $15 for Non-members. Cost includes 1.5 hour of Elimination of Bias MCLE credit.
Registration and Information: Register online at www.smcba.org if you wish to pay by check, please still register online first and send your check payable to SMCBA, to: 333 Bradford St., Ste. 150, Redwood City, CA 94063. Attn: Events. *Please note for which event you are paying and the name of the attendee.
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. Please note that you’ll need to be logged into a Zoom account to join the webinar. The written materials for the webinar will be emailed to attendees the morning of the event.
Contact Info for this Event: For questions about this event, please email events@smcba.org.
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.
Family Law Section- Status Conference Volunteer Training- June 14
Wednesday, June 14, 2023
Zoom event at 12:00pm
Please join us on Wednesday, June 14, 2023, for a status conference volunteer training offered by The Honorable Rosendo Padilla, Jr. and Kevin Cunningham. The training will take place via Zoom.
This training is designed to teach both new and experienced attorneys the ins and outs of serving as a status conference volunteer attorney. Among other things, the training will cover:
- Role of the status conference volunteer;
- What is expected of the volunteer status conference attorney;
- Tips on getting pro per litigants to Judgment; and,
- Instructions on when and how to refer pro per litigants to other ADR options.
This special training event is FREE for Section Members and $10 for Non-Section Members. One hour of General MCLE Credit will be provided for attendance.
The Court would greatly appreciate your participation as a volunteer attorney. Calendars are held on Monday and Thursday afternoons, as well as Tuesday mornings.
Speaker: The Honorable Rosendo Padilla Jr. and Kevin Cunningham
Free for Family Law Section Members and $10 for Non-Section Members.
Cost includes 1.0 hour of General Law MCLE credit.
Registration and Information: Please click on the button below to register for this event. If you wish to pay by check, please still register online first and send your check payable to SMCBA, to: 333 Bradford St., Ste. 150, Redwood City, CA 94063. Attn: Events. *Please note for which event you are paying and the name of the attendee.
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. Please note that you’ll need to be logged into a Zoom account to join the webinar. The written materials for the webinar will be emailed to attendees the morning of the event.
Please direct questions to: Brooke Murphy, Family Law Section Chair, at bmurphy@madiganlewis.com
For zoom cancellations, must be received at least 48 hours prior to the event for a full refund of the registration fee for those who register via Zoom. 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- Meet and Greet- March 9
Thursday, March 9, 2023
In Person from 2:30PM-5:00PM
The Barristers are the next generation of attorneys in the San Mateo County Bar Association and host over 20+ professional development and networking events each year.
During the annual Barristers Meet and Greet, you will meet with judges, District Attorneys, local practitioners, and court staff. You will learn about how to locate different courtrooms, courthouse procedural “dos and don’ts,” and you will learn directly from the judges who preside in that courthouse.
We will have welcome remarks from the San Mateo County Bar Association, various bench officers, and local legal organizations, followed by a Q&A sessions with a panel of judges from Family Court, Criminal Court, and Civil Court.
This event is one of the SMCBA Barristers’ highlights of the year.
SMCBA 2023 Installation of Officers and Annual Meeting- March 2
SMCBA 2023 Installation of Officers and Annual Meeting
Thursday, March 2, 2023
5:00-7:00 p.m.
San Mateo County History Museum
“The Old Courthouse”
2200 Broadway
Redwood City, CA 94063
Join SMCBA for our Annual Meeting, Installation of Officers and Barristers, and Award Presentation on Thursday, March 2, 2023.
The James M. Dennis Memorial Award, the William Nagle, Jr. Memorial Award, and the Dennis L. Woodman Memorial Award will be presented at this event.
Cost: $80 per person. Judges attend for free but must register.
Registration: To register, please log-in on the SMCBA website or complete the registration form and email to events@smcba.org. Registration is limited to the first 100 attendees.
If you wish to pay by check, please mail check payable to the SMCBA along with the registration form to SMCBA-Installation, 333 Bradford Street, Suite 150, Redwood City, 94063.
Sponsorship: To *sponsor this event, please complete and submit the registration form. Payment is due at the time of submission of your advertisement.
| Full page $600 (Approx. 7.5 x 4 in.) | Half Page $300 (Approx. 3.5 x 4 in.) | Business Card or Name Listing $150 |
Advertising content information must be received by February 16, 2023. All content is subject to editing and must be received in electronic Word format. Materials can be sent to events@smcba.org. For more information contact Ahide Rodriguez (650) 298-4005 or ahider@smcba.org.
*Contributions to the SMCBA are not deductible as charitable contributions but may be deductible under other sections of the Internal Revenue code.
Estate Planning and Probate Section- Annual Update: 2022 A Year in Review – A Trivalent Dose for the Tridemic- January 26
Thursday, January 26, 2023
In Person and Via Zoom
If you plan on attending this event in person:
Please arrive at Elks Lodge at 11:40am
229 W 20th Ave, San Mateo, CA 94403
About Our Speakers:
Steven P. Braccini is a fellow in the American College of Trust and Estate Counsel (ACTEC). He is the Managing Partner of Sheppard, Mullin, Richter & Hampton LLP’s Silicon Valley Office and is a member of his Firm’s Business Trial Practice Group. Mr. Braccini’s practice focuses on trust, probate and conservatorship litigation including, but not limited to: Will contests, Trust contests, removal and surcharge actions, contested conservatorships, accounting disputes, financial elder abuse actions, reformation or modification actions, tax controversy, and related “civil” claims. Steve also has an appellate practice and has presented numerous seminars and workshops on issues related to trust and estate litigation.
Patrick A. Kohlmann is the managing partner at Temmerman, Cilley & Kohlmann. Patrick advises individuals and families in all aspects of wealth transfer planning, including tax-advantaged transfers of assets, multigenerational planning, the taxation of trusts and estates, and business succession counseling. Patrick is passionate about the law. He was Chair of the Executive Committee of the Trusts and Estates Section (TEXCOM) of the State Bar of California (now CLA) from 2015-2016, and served on TEXCOM from 2008-2019. He is a Fellow of the American College of Trust and Estates Counsel, was formerly a member of the Judicial Council’s Probate and Mental Health Advisory Committee, and has consistently been named a Northern California “Super Lawyer,” including recognition in 2021 as one of the top 100 lawyers in Northern California.
John Prokey is a partner of Ramsbacher Prokey Leonard LLP. Mr. Prokey’s law practice focuses on providing advice in wealth planning, estate and trust administration, and tax. His clients include individuals, private fiduciaries, institutions, and other business and non-profit entities. The wealth planning portion of Mr. Prokey’s law practice emphasizes advising individuals and fiduciaries in estate planning, wealth preservation, tax, and business matters. Mr. Prokey also advises fiduciaries and beneficiaries in trust and probate administration matters, with emphasis in complex administrations.
Cost: Cost is $50 per person for members of the SMCBA Estate Planning Section for the luncheon ($30 for webinar) and $65 for non-members for the luncheon ($45 for the webinar). Cost includes lunch and 1.5 hours MCLE for live event attendees.
Please note that we have four registration options. Luncheon or Webinar, Member or Non-Member. Webinar registrants wishing to change to Luncheon attendance must contact the SMCBA offices at events@smcba.org prior to Monday, January 23rd.
For in person cancellations, the cancellation must be received ONE WEEK BEFORE the event. If you do not cancel within one week prior to the event or do not show up to the event, you will be charged the full amount.
For zoom cancellations, must be received at least 48 hours prior to the event for a full refund of the registration fee for those who register via Zoom. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount.
Directions:
San Mateo Elks Lodge, 229 West 20th Avenue, San Mateo, CA 94403
From Highway 92, Exit El Camino Real South. Turn rig ht (west) at the first traffic light onto 20th Avenue. The Elks Lodge is three blocks west on 20th Avenue on your left.
Estate Planning and Probate Section- Planning for Tomorrow…Today: The Role of a Professional Fiduciary in Estate Plans- November 10
Thursday, November 10, 2022
Via Zoom at 12:00pm
Description: Trust and estate attorneys often need to educate their clients on the various roles to be filled in an estate plan and professional fiduciaries are often the missing piece of the estate plan puzzle. The speakers will provide an overview of the professional fiduciary profession and will discuss common scenarios in which professional fiduciaries are called upon to serve in estate plan roles. The presentation will also cover, on a practical level, what services a professional fiduciary provides and what clients can expect when working with a fiduciary
Cost: Free for SMCBA members and $10 for non-members, cost includes 1.0 hour of General Law Credit
Registration: Please log in on the SMCBA website to register for this event. If you wish to pay by check, please still register online first and send your check payable to SMCBA, to: 333 Bradford St., Ste. 150, Redwood City, CA 94063. Attn: Events. *Please note for which event you are paying and the name of the attendee.
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. Please note that you’ll need to be logged into a Zoom account to join the meeting. 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.
Estate Planning and Probate Section- Irrevocable Life Insurance Trusts (ILIT)- February 9
Thursday, February 9, 2023
Via Zoom at 12:00pm
This presentation will provide an overview of the Irrevocable Life Insurance Trust (ILIT) formation and funding process from start to finish. The presenters will begin by discussing what an ILIT is, as well as reasons to propose the estate planning tool of an ILIT to your clients. After discussing the basics of ILITs, the presenters will discuss considerations that you, as the planner, should reflect upon while drafting the ILIT. This will include tailoring the ILIT to your clients’ specific wants and needs. Lastly, the presenters will provide guidance in preparing the corresponding gift tax return (709).
Speaker: Megan L. Buggy, Esq., Caroline F. Trainor, Esq., Barulich Dugoni & Suttmann Law Group, Inc.
Cost: Free for SMCBA EP members, $10 for non-members. Cost includes 1.0 hour of General Law MCLE credit.
Registration and Information: Please click on the button below to register for this event. If you wish to pay by check, please still register online first and send your check payable to SMCBA, to 333 Bradford St., Ste. 150, Redwood City, CA 94063. Attn: Events. *Please note for which event you are paying and the name of the attendee.
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. Please note that you’ll need to be logged into a Zoom account to join the webinar. The written materials for the webinar will be emailed to attendees the morning of the event.
Contact Info for this Event: For questions about this event, please email events@smcba.org.
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.
Estate Planning & Probate Section- Subtrust Allocation for Litigation Attorneys- November 17
Thursday, November 17, 2022
Via Zoom at 12:00pm
Description: During this presentation, Judge Glen Reiser (Ret.) will discuss various critical aspects of subtrust funding as part of the trust administration process. Often, upon a first death of a spouse and, at times, upon the death of the second spouse to die or a single person, the subject trust includes requirements and guidance for administering the trust regarding the allocation of assets to various subtrusts for the benefit of one or more beneficiaries. As we are seeing it more and more in the courts and mediation, subtrust allocation decisions by a trustee can turn into having to defend a claim against such trustee for failure to, among other things, collect assets and obtain date of death values, property manage assets, and fairly allocate assets among subtrusts in accordance with the terms of the trust. The presentation will cover important concepts such as a trustee’s administrative duties, marital deductions, pro-rata allocation of assets, community property and separate property characterizations, gift and estate taxes, and portability, all in light of trust litigation. Judge Glen Reiser (Ret.) will teach these concepts by reviewing trust provisions and discussing hypotheticals and relevant recent case law. Litigators, trust administration lawyers, and estate planning lawyers will all benefit from attending this presentation to better allocate assets to subtrusts, lower the likelihood of litigation, and successfully complete the trust administration process
Cost: Cost is $20 per person for members of the SMCBA Estate Planning Section and $30 for others. Cost includes 1.0 hour of General Law MCLE.
Registration: Please log in on the SMCBA website to register for this event. If you wish to pay by check, please still register online first and send your check payable to SMCBA, to: 333 Bradford St., Ste. 150, Redwood City, CA 94063. Attn: Events. *Please note for which event you are paying and the name of the attendee.
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. Please note that you’ll need to be logged into a Zoom account to join the meeting. 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.