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.

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.