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. 

Family Law Practice in the Covid Era – April 23rd

Please join the Family Law Section on Thursday, April 23, 2020, for a live webinar with the hearing officers of the San Mateo County Superior Court’s Family Law Division about family law practice in the COVID-19 era.

This is a unique opportunity for the Members of the Family Law Section to engage with their very own San Mateo County Family Law Judges and Commissioners about court operations and procedures during this COVID-19 crisis.

Members are encouraged to submit questions on any topic of general interest to the Family Law Section. In past years, questions have ranged from Bench Officer preferences for courtroom practice and procedure, to understanding and application of recent changes in family law. No case-specific hypotheticals please. Please submit questions to Robert Cashen at rcashen@mtsalawgroup.com with copy to co-chair, Rachel Leff-Kich, at rachel.leffkich@gmail.com no later than Monday, April 20, 2020. This will allow the Judges and Commissioners sufficient time to adequately consider the Members’ questions or concerns.

Date: Thursday, April 23, 2020

Time: 12:00PM- 1:00PM

Location: Live Webinar – Zoom Meeting information and instructions will provided 1 day prior to the webinar.

Cost: This event is FREE!

Registration: Please log-in on the SMCBA website to register for this event.

Practical Considerations Under the Newish Ethics Rules – Feb 27th

The rules of professional conduct are rules that every attorney must keep in mind while practicing law. The presentation will discuss the practical application of the rules of professional conduct in every day practice. This presentation will be interactive, and include best practices, from retention through termination of the attorney-client relationship, to comply with the rules of professional conduct.

The speaker, Russell S. Roeca is a State Bar certified professional malpractice attorney representing both underlying clients and lawyers in professional liability related matters.  As well as, counsels and represents lawyers before the State Bar Court in disciplinary matters.

Date: Thursday, February 27, 2020

Time: 12:00PM – 1:30PM

Location: Mistral Restaurant –  370 Bridge Pkwy #6, Redwood City, CA 94065

Cost: $55 for Labor/Employment section members and $65 for non-section members. Cost includes 1-hour MCLE credit and a delicious three-course lunch.

Registration:  Please log-in on the SMCBA website.  If you opt to pay by check, please register online first and send your check payable to SMCBA, to 333 Bradford St., Ste. 200, Redwood City, CA 94063, Attn: Events.
*Make sure to note what event you are paying for and the name of the attendee.
Please note, checks will not be accepted during the event.

If you RSVP but do not show up to the luncheon or cancel 48 hours in advance, you will still be charged the full amount for attending the event.

How to E-File in San Mateo County – Feb 19th

San Mateo County Bar Association
333 Bradford St.
Board Room
Redwood City, CA 94063

The Barristers Section invites you to a “Brown Bag” E-Filing workshop on Wednesday, February 19, 2020 from 12:00pm to 1:00pm. The workshop will have an emphasis on Family Law as E-Filing became mandatory on January 21, 2020. During this workshop, speaker Joanna Wald and Crystal Long will give E-Filing demonstrations, tips and tricks on how to prevent rejections, and provide updates on local E-Filing rules and procedures.

1 hour of MCLE credit will be provided.

Cost: Free!

Registration: Please log-in on the SMCBA website to register for this event.

Defining and Achieving Realistic Financial Goals in Divorce – Feb 14th

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

Please join the Family Law Section on Friday, February 14, 2020, for a presentation on Defining and Achieving Realist Financial Goals in Divorce by Clari Nolet CFP®, CDFA®

As a senior wealth advisor at Team Hewins, Clari works collaboratively with other advisors to provide comprehensive financial planning and investment advice to women in transition, individuals and families. In addition, Clari has published a number of articles, and has been quoted as an industry expert in the media. Clari will provide practical tools to help identify and improve clients interaction with money and financial planning through the use of effective financial habit formation.   Clari will also demonstrate the value of visualization in financial planning to understand the short- and long-term outcomes of the tough decisions necessitated by the divorce process. Understanding the interaction of the many variables that impact a clients specific financial situation is complex.   Visualization can be an effective tool to assist clients in making informed realistic decisions during divorce financial planning, often reducing immobilization and fear.   This course will cover specific examples of visualization, including, but not limited to; comparing 4 options for the family home, a lump sum settlement versus support over time and the significant impact of spending in the financial planning process.

Clari Nolet, is a Certified Financial Planner and a Certified Divorce Financial Analyst with Team Hewins in Redwood City.  She holds a B.S. in Chemistry from Saint Lawrence University and an M.B.A. in Finance from Suffolk University’s Sawyer School of Management.  Clari has focused her practice on assisting women in transition organize and build their financial lives by setting and supporting their goals as they reinvent themselves.  Clari routinely assists parties and counsel in family law cases develop realistic financial goals and a plan for attaining those goals.  She has worked with family law counsel both as a consulting and testifying expert.  Prior to joining Team Hewins, Clari worked with Wealth Architects in Mountain View and Opes Advisors in Palo Alto.

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.