Criminal Justice and Barristers Section- Traffic Law and Procedure- February 9

Thursday, February 9, 2023
Via Zoom at 12:00pm

The panelists in this webinar will discuss the basics of Traffic Court procedure and provide procedural tips and strategies to defend traffic violations. All phases of a traffic violation case will be covered. Panelists will discuss speeding and red-light camera tickets.


Practical advice on how to handle traffic matters in local criminal courts with a focus on the most commonly charged offenses. This webinar is for attorneys who do not typically appear in traffic court but wish to provide competent advice and/or representation.

Speakers:
David Uthman
– Owner and attorney of the Traffic Law Clinic and former law enforcement officer.
Yosef Totah– Experienced San Mateo County based criminal defense attorney who handles criminal and traffic matters.
David Nazzaro– Co-Chair Criminal Justice Section and local criminal defense attorney

Cost: $10 for members and 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 david.t.nazzaro@gmail.com

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.

Family Law Section- Status Conference Volunteer Training- February 25

Wednesday, January 25, 2023

Via Zoom at 12:00pm

Please join us on Wednesday, January 25, 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.

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.

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.orgRegistration 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.

Labor and Employment- A “Viking River Cruise” down the Private Attorneys General Act (PAGA)- November 10

Thursday, November 10, 2022

Via Zoom at 12:00pm

California’s singular Private Attorneys General Act (PAGA) has been the “it” claims in wage and hour litigation for nearly two decades.  However, PAGA was permanently altered this year by the Viking River Cruises, Inc. v. Moriana SCOTUS decision. But Viking River Cruises actually created more open questions on PAGA than ever before. This program is an in-depth exploration of PAGA’s ever-changing legal landscape. With the expansive nature of PAGA, we will also touch on many broader employment concerns in the Golden State.

Cost: $20 for Labor & Employment members and $30 for non-section members.

Registration and Information: Please click on the button 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 Ahide Rodriguez at events@smcgov.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.

Funky Credit Day XXVIII – Jan 27, 2023

Friday, January 27, 2023
8:30 am – 5:15 pm

The Funky Credit Day Program is held each year for members of the State Bar of California who are actively practicing law. It is where you get those “funky,” hard to find credits. Our 2023 program will feature various presenters including attorneys and judges from San Mateo County Superior Court. Once again, this year in consideration of the ongoing COVID-19 pandemic, we will deliver our annual event virtually.

This Special MCLE Program will feature a total of 8 hours:
4 hours of Legal Ethics
1 hour of Recognition & Elimination of Bias
1 hour of Implicit Bias
1 hour of General Law
1 hour of Competence Issues

Click here to view the Agenda!

Click here to view the Speakers!

Cost:$160* Pre-Registration: Payment must be received by 12/31/22
$185* Registration received after 1/1/23
$350* Registration received after 1/13/2023
* Additional $50 for Non-SMCBA Members.

It’s never too early to meet your MCLE requirement!

Registration:
Please register online or complete the registration form and email to events@smcba.org. If you wish to pay by check, please send your check payable to SMCBA, to: 333 Bradford St., Ste. 150, Redwood City, CA 94063, Attn: Funky Credit Day.

Cancellations must be received no later than 01/13/2023 for a refund of registration.

Labor and Employment- 2023 Employment Law Legal Updates- January 26

Thursday, January 26, 2023

Via Zoom at 12:00pm

New Year, New Laws! This presentation will address the 2023 California legislative updates affecting the employment law field as we begin to navigate 2023. We will be discussing new laws, changes to existing laws, and discuss the practical considerations for lawyers to keep in mind when advising clients.

Who: Our speakers are April S. Glatt, Partner at Chauvel & Glatt and Associate Natalia Cañas. Their practice area focuses on representing employers only relative to the myriad of employment-related laws and requirements from compliance up and through litigation. To learn more about April or Natalia visit www.chauvellaw.com.

Cost: $20 for Labor & Employment members and $30 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. 

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 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 & 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.

Estate Planning & Probate Section – Annual Holiday Party- December 15

Thursday. December 15, 2022

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

The EP Section is pleased to announce its initial post-Covid live event. To celebrate the holiday season and end of the year, we are returning to the San Mateo Elks Lodge for our annual Judge’s luncheon.

We are pleased to have the Honorable Susan L. Greenberg, Probate Judge for the San Mateo County Superior Court, join us at our annual holiday party. Judge Greenberg will speak to our section regarding this past year on the Probate Bench and what to expect in 2023. This is a program you will not want to miss. Please arrive early as we expect this event to be well attended.

Lunch will be included for the in-person attendees.

For those members who wish to register for an online webinar rather than in-person luncheon, a live stream of the presentation will be available.

If you have questions for Judge Greenberg, please email them to Joe Gruber at jgruber@arcr.com, or to Jim Griffiths at jim@gryphonevents.com, and type “Judge Greenberg” in the subject line. 

Cost: Cost is $50 per person for members of the SMCBA Estate Planning Section and $65 for others. Cost includes lunch and 1-hour MCLE. 

Registration and Information: Please note that we have four registration options. Luncheon or Webinar, Member or Non-Member. The registration fee is the same for Luncheon and Webinar but you must register for the in-person Luncheon if you plan to physically attend the event. Due to venue costs and financial commitments, Webinar registrants will not be seated at the Elks Lodge without prior approval. Webinar registrants wishing to change to Luncheon attendance may request such by contacting smcba@gryphonevents.com no later than Monday, December 12th.