MCLE Reporting Deadline

How do I report my compliance for the 2018-2021 Reporting Period?

If you are in Group 2 (H-M), the deadline to submit your report of compliance is February 01, 2021. To submit your report of compliance,  log into My State Bar Profile on the State Bar of California website and complete the Online Summary Log.

All active attorneys practicing law in California are required to complete a total of 25 hours every three years.  If you are in Group 2, your 25 hours  must be completed between February 1, 2018 through January 31, 2021.

  • At least 12.5 MCLE hours must be “participatory” CLE credit.
  • As part of the 25 hour requirement, attorneys must complete the following:
    • Legal Ethics: 4 hours (required)
    • Competence Issues (formerly known as Prevention, Detection and Treatment of Substance Abuse or Mental Illness): 1 hour (required)
    • Recognition and Elimination of Bias in the Legal Profession and Society: 1 hour (required)

Attorneys are responsible for tracking their own hours and must report compliance to the State Bar of California. The State Bar of California provides a Personal MCLE Log Form that can be downloaded and used to track MCLE hours. SMCBA members can view and download MCLE certificates by logging into their SMCBA profiles. View the Instructions on How to Print MCLE Certificates.

For more information on credit details, exemptions and modified requirements, please visit the State Bar of California’s website.

The State of the Court Meeting w/ San Mateo County Court Leadership – Dec 15th

Tuesday, December 15, 2020
12:00pm – 1:15pm
Live Webinar
 
Please join the San Mateo County Superior Court and the San Mateo County Bar Association on Tuesday, December 15, 2020 at 12:00pm for a presentation by Honorable Jonathan Karesh, Presiding Judge, Honorable Leland Davis III, Assistant Presiding Judge, and Honorable Nancy Fineman, Civil Law & Motion Judge for a state of the court address.
 
Hear information you desperately need to practice law in San Mateo County Superior Courts. Find out how jury trials are conducted. Learn about the new COVID-19 procedures and how you can help to keep your clients safe during trial.
 
Attendees will have the opportunity to ask questions in advance. Please send your questions to events@smcba.org with the subject line “12/15/2020 State of the Court Advanced Questions” no later than Friday, December 11, 2020. 
 
This event qualifies for 1 hour of MCLE credit. Due to continued Covid-19 pandemic, this event will be hosted via Zoom. All attendees must register online prior to the event.
 
Cost: Everyone is invited to attend for FREE, however you must register in advance through the SMCBA website. Non-SMCBA members who wish to obtain MCLE credit must pay $10.
 

Tax Strategies and Implications When Settling a Trust or Estate Dispute – September 17

TAX STRATEGIES AND IMPLICATIONS WHEN SETTLING A TRUST OR ESTATE DISPUTE
Thursday, September 17, 2020
12:00-1:00 p.m.
Via Zoom

Please join the Estate Planning & Probate Section on Thursday, September 17, 2020, for a presentation where speaker Ryan J. Szczepanik will discuss tax strategies and implications when settling a trust or estate dispute. Discussion will include relevant tax laws, factors the IRS and federal courts will apply to determine whether to respect a settlement agreement, and pleading and settlement drafting issues.

We are pleased to welcome Commercial Loan Corporation as sponsor for this event.


Ryan J. Szczepanik is a Principal with HARTOG, BAER & HAND. Mr. Szczepanik is a California Certified Specialist in Estate Planning, Trust and Probate Law. He focuses his practice on trust and estate litigation. He has tried numerous matters in both California and federal courts.

Mr. Szczepanik graduated law school in 2003. From 2003 to 2012, he litigated trust, estate, and business disputes at large law firms, most recently at King & Spalding LLP in its Atlanta and San Francisco offices. He joined Hartog, Baer & Hand in 2012. His practice has been devoted exclusively to trust and estate litigation since that time. He became a Principal of Hartog, Baer & Hand in 2016.

Mr. Szczepanik has presented on trust and estate topics at organizations throughout California. He has authored numerous published articles on trust and estate topics. Mr. Szczepanik is a Member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM). He is the Vice President of the East Bay Trusts & Estates Lawyers (EBTEL). He is a delegate to the Conference of California Bar Associations (CCBA). He serves as a Court Appointed Special Master and Referee for the Alameda County Probate Court.

Mr. Szczepanik is a 1999 graduate of Amherst College and a 2003 graduate of Emory Law School. While a law student, he received the Dean’s Award for Trusts & Estates.

Cost: $20 per person for Estate Planning Section members and $30 for non-section members. Cost includes 1.0 hours of MCLE credit.

Due to continued Shelter-in-Place restrictions, this event will be hosted via Zoom.  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 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 which event you are paying for and the name of the attendee.

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.

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

Collaborative Divorce: Yeah, it’s a real thing – September 11

COLLABORATIVE DIVORCE: YEAH, IT’S A REAL THING
Friday, September 11, 2020
12:00-1:30 p.m.
Via Zoom

Please join the Family Law Section on Friday, September 11, 2020, for a presentation by Tanya E. Prioste Esq., Elaina C. Serotte, CFP®, CDFA, and Ariella Goodwine Fisher, MFT about Collaborative Divorce.

Have you ever wondered about Collaborative Divorce, questioned how it works and how it helps families in a divorce?  Well, wonder no more. In this presentation, a lawyer, a financial expert and a mental health professional will give you the overview of what a Collaborative Divorce is, how it works, who’s involved and what’s expected of the clients. 

With this presentation, you will become educated about Collaborative Divorce as a process option for divorcing families so that you can inform your clients about all of their divorce process options and maybe even become involved in this process option yourself.

Tanya E. Prioste is a partner in the Family Law Group at Lakin Spears LLP and a Certified Family Law Specialist, certified by the State Bar of California Board of Legal Specialization. Her practice is devoted exclusively to family law. In addition to doing traditional divorce representation, Ms. Prioste is a mediator, acts as collaborative counsel in Collaborative Divorce cases and as a consulting counsel to mediations. She also prepares and negotiates premarital and postmarital agreements. Tanya is on the Board of Directors for Collaborative Practice California, and has also co-authored several articles and presented on numerous family law topics.

Elaina C. Serrotte is a Certified Financial Planner practitioner (CFP) and Manager at Parallel Advisors. Elaina has more than 17 years of experience in the financial services industry creating financial plans and wealth transfer strategies for individuals and families. As a Certified Divorce Financial Analyst, she works primarily with individuals through and post dissolution. Elaina works with family law counsel and their clients to organize information for their PDD’s, create cash flow analyses, portfolio analyses, and settlement strategies. She works as co-mediator, with attorney assisted mediation, on negotiated settlements and in collaborative divorce settings. 

Ariella Goodwine Fisher is a Private Practice Psychotherapist, Mediator, Parent Coordinator, Child Custody Evaluator and Collaborative Divorce Coach in San Mateo. She has been a frequent guest lecturer and trainer regarding mental health and addiction issues, and has extensive experience working with children and families going through the divorce process.

Due to continued Shelter-in-Place restrictions, this event will be hosted via Zoom.  Consistent with our prior virtual presentations that have qualified for MCLE credit, all attendees must register online prior to the event. The Zoom invite and materials for the event will be provided by the SMCBA prior to the event.

Cost: $30 for Family Law section members and $40 for non-section members.  

Registration: Please log in on the SMCBA website to register for this event. The Zoom information and materials for the webinar will be emailed to attendees the day before and morning of the event. If you wish to pay by check, still, please register online first and send your check payable to SMCBA, to: 333 Bradford St., Ste. 200, Redwood City, CA 94063. Attn: Events. *Please note which event you are paying for and the name of the attendee.

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.

What Your Appellate Attorney Wants You to Know – June 12th

WHAT YOUR APPELLATE ATTORNEY WANTS YOU TO KNOW
Friday, June 12, 2020
12:00-1:30 p.m.
Via Zoom

Please join the Family Law Section on Friday, June 12, 2020, for a live webinar about family law appeals, with leading certified appellate specialist Robert A. Roth, Esq.

Robert will present to the Family Law Section a program focusing on what family law attorneys can do at the trial court level to set the stage for a successful appeal. Robert’s insights will give practitioners guidance for avoiding missteps that can have an impact on a potential appeal, and also tips on measures that can be helpful for future modification proceedings.

With over 30 years’ experience as an appellate practitioner and more than 25 published appellate opinions that bear his name, Robert A. Roth is widely regarded as one of the leading family law appellate specialists in California. He has won twice in the California Supreme Court, and represented the successful respondent in In re Marriage of Ostler and Smith (1990) 223 Cal.App.3d 33, which established the method California courts use to calculate division of bonus income.

Robert was one of the first attorneys in California certified as an appellate specialist by the State Bar, and he has remained a certified appellate specialist for more than two decades. In addition to family law appeals, Rob has substantial experience handling probate, real property, business transaction, tort insurance, admiralty, and State Bar appeals.

Due to continued Shelter-in-Place restrictions, this event will be hosted via Zoom.  Consistent with our prior virtual presentations that have qualified for MCLE credit, all attendees must register online prior to the event. The Zoom invite and materials for the event will be provided by the SMCBA prior to the event.

Cost: $10 for Family Law Section members and $15 for non-section members.

Registration: Please log-in on the SMCBA website to register for this event no later than Tuesday, June 9, 2020. 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.

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.

Ad Disclosures: FTC Best Practices for Brands & Social Media Influencers – June 3rd

BUSINESS LITIGATION SECTION
Wed, June 3, 2020 at 1:00 p.m.
Live Webinar via Zoom.

The Business Section of the San Mateo County Bar Association invites you to a live webinar on Wednesday, June 3 at 1:00 p.m.

Kimberly Culp of Carr McClellan PC will speak about the following topic:

Ad Disclosures: FTC Best Practices for Brands & Social Media Influencers

When a Twitter or Instagram post by a celebrity mentions a popular beauty product, is it paid? When a star athlete on Facebook talks about recovering post-game with a favorite sports drink, but there are no hashtags—is it a promotion? If a YouTube star reviews new snacks and gives out a coupon code, did they receive the products for free? In this program, you will learn the best practices for counseling brand or social media influencer clients to disclose paid promotions, discounts, coupons, sweepstakes, affiliate links, free products, or anything of value in exchange for a review, post, or endorsement.

One hour of general MCLE credit will be provided.

Speaker:  Kimberly Culp of Carr McClellan, PC
Cost:  $30 for section members/ $40 for non-section members
Registration: Please log-in on the SMCBA website or click here to register. The Zoom meeting information will sent to you 1 day before the webinar.

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.

Small Estate Administration and Some Tips for Trust Administrations Too – May 28th

You are invited to live webinar on Small Estate Administration – and Some Tips for Trust Administrations Too! with Vernon L. Adkins on Thursday, May 28, 2020 from 12:00pm – 1:15pm.

This presentation will discuss several very useful procedures for administering small estates and how those same procedures can be used to deal with troublesome assets in larger estates and trust administrations. Topics to be covered include 13100 affidavits, 13200 affidavits, and how the affidavits relate to Heggsted and Spousal Property petitions.

This event is designed for new attorneys and will be covering basics.

1 Hour of General Law MCLE credit will be provided.

To verify attendance, please listen for three “keywords” to be announced at the beginning, middle, and end of the presentation.  A survey from Survey Monkey will be circulated by the SMCBA, which will request confirmation of those three keywords.  You will be given MCLE credit upon successful completion of the survey and will be able to access your MCLE certificate on the SMCBA website thereafter.

Cost: Free, but must RSVP.

Registration:  Please log-in on the SMCBA website to register for this event. Registration closes on Tuesday, May 26, 2020.

Zoom login information will be sent out along with materials the day before the event.

Ethical Issues Confronting Trusts & Estates Lawyers – May 21st

Estate Planning & Probate Section – Ethical Issues Confronting Trusts & Estates Lawyers – Live Webinar

The Estate Planning & Probate Section invites you to a live webinar with Alison Buchanan on Thursday, May 21, 2020 from 12:00pm – 1:00pm.

Description: This live online program will focus on attorney ethics issues relevant to estate planning, trust, and probate lawyers.  Specifically, we will address some of the more pertinent revised Rules of Professional Conduct (what is new, what stayed the same, and what wasn’t included), risk management best practices particularly important for estate planning and trust lawyers, and the new California Rules of Court requiring training for those serving as independent counsel in conservatorships and guardianships.

Speaker: Alison Buchanan is a Shareholder in Hoge Fenton’s Silicon Valley office, where she is the chair of the firm’s Business Litigation Practice Group. Alison is a Certified Specialist in Legal Malpractice Law as certified by the State Bar of California Board of Legal Specialization. She is a sought-after speaker on attorney ethics.

To verify attendance, please listen for three “keywords” to be announced at the beginning, middle, and end of the presentation.  A survey from Survey Monkey will be circulated by the SMCBA, which will request confirmation of those three keywords.  You will be given MCLE credit upon successful completion of the survey and will be able to access your MCLE certificate on the SMCBA website thereafter.

Cost: $20 for Estate Planning Section members and $30 for non-section members. Cost includes 1 hour of Legal Ethics credit.

Registration:  Please log-in on the SMCBA website to register for this event. Registration closes on Tuesday, May 19, 2020.
The meeting ID for this live webinar will provided 1 day prior to the event to all paid registrants.
For questions about this event, please email smcba@gryphonevents.com or fax (510) 588-4543.

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.

The New Normal: Using Technology to Mediate and Litigate Cases Remotely in the Age of Social Distancing and Beyond – May 21st

The New Normal: Using Technology to Mediate and Litigate Cases Remotely in the Age of Social Distancing and Beyond

The Labor & Employment Section invites you to a live webinar on Thursday, May 21, 2020 with speaker David A. Lowe.

Social distancing and shelter-in-place restrictions have instantly made videoconferencing and other technology a necessity for lawyers to effectively represent their clients in litigation, arbitration, and mediation! Our speaker will discuss how videoconferencing is working (or not) as we are forced to adopt and rely on this technology, as well as provide tips for making the most of the technology to achieve a successful outcome for our clients.

David A. Lowe is Managing Partner of the San Francisco-based law firm Rudy, Exelrod, Zieff, and Lowe, LLP, where he litigates individual and class action employment matters on behalf of employees. He specializes in complex litigation, cross-border employment cases, discrimination, harassment and retaliation claims, commission disputes and executive employment contract and severance negotiations.  In addition, Mr. Lowe works as a neutral mediator to help parties resolve disputes and find a better alternative to continued litigation.

To verify attendance, please listen for three “keywords” to be announced at the beginning, middle, and end of the presentation.  A survey from Survey Monkey will be circulated by the SMCBA, which will request confirmation of those three keywords.  You will be given MCLE credit upon successful completion of the survey and will be able to access your MCLE certificate on the SMCBA website thereafter.

Date: Thursday, May 21, 2020

Time: 12:00pm- 1:00pm

Location: Live Webinar via Zoom. Webinar link will be provided to paid registrants 1 day prior to webinar date.

Cost: $25 for Labor/Employment section members and $30 for non-section members. Costs are to cover the administrative and CLE costs of the program). You will receive 1 MCLE credit hour for attending this Zoom webinar!

Registration:  Please log-in on the SMCBA website to register for this event. Registration closes on Tuesday, May 19, 2020.

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.

 

Mediation Best Practices – May 14th

Please join the ADR Section for a live webinar on Mediation Best Practices from a Mediator and Practitioner’s Perspectives with  Anne Goyette and Jeffrey Windsor.

Topics will include how to prepare for the mediation, how to prepare the client for the mediation, obtaining clients’ informed consent and acknowledgement of mediation confidentiality (Evidence Code Section 1129(e), types of mediation, whether to hold joint sessions, the usefulness of opening statements, briefs, and evidence in mediation, and best practices for how to present information (powerpoints, visual presentations), what to do when mediation appears to have broken down.

Ms. Goyette has resolved hundreds of civil disputes as a full time Special Master and Mediator since 1998. Through prepared and productive negotiations, Ms. Goyette has facilitated settlements ranging from cost waivers to $35 million, primarily in multiparty complex cases involving construction, real estate, insurance and related issues. Ms. Goyette is an ADR panelist for numerous appellate, state and federal courts, serves as Special Master and Referee for more than two dozen California Superior Courts and acts as Special Master in national and statewide class actions. She enjoys the highest Top Rated Lawyer-AV® Preeminent™ Martindale Hubbell rating, Super Lawyers® distinction in Alternative Dispute Resolution and membership in National Academy of Distinguished Neutrals and The San Francisco Mediation Society.

Mr. Windsor is a practicing civil litigation attorney and mediator throughout the San Francisco Bay Area and Hawaii. He specializes in business, commercial, and real estate litigation, and provides advice and counsel to entrepreneurs, and growing and middle market companies. Prior to founding his firm, Mr. Windsor was an associate at firms in the Bay Area, where his practice focused on commercial, real estate, and insurance litigation.

Mr. Windsor trained as a mediator at the Straus Institute for Dispute Resolution, Pepperdine University School of Law. He is an alternative dispute resolution panelist, facilitator, and pro tem with the State Bar of California, Dispute Prevention and Resolution of Hawaii, and with Northern California’s superior courts and Bar Associations.

Date: Thursday, May 14, 2020

Time: 12:00pm – 1:00pm

Location: Live Webinar via Zoom

Cost: $10 per person.

Registration: Please log-in on the SMCBA website to register for this event. Registration closes on Tuesday, May 12, 2020.  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, webinar link will be provided only to paid registrants.