EP Section – Wine Not? California’s New Decanting Act – Oct 10th

12:00 pm – 1:30 pm

San Mateo Elks Lodge
229 W. 20th. Ave.
San Mateo, CA  94403

Please join the Estate Planning & Probate Section on Thursday, October 10, 2019, for a presentation on Decanting with Matthew Owens and Genevieve Larson.

The presentation will include 1) history of California decanting; 2) general description of decanting; 3) how to decant under the new legislation; 4) which trusts can be decanted; 5) decanting under expanded v. limited distributive discretion; 6) decanting limitations; and 7) decanting litigation.

Cost: $40 per person for members of the SMCBA Estate Planning Section who inform us in advance that they will attend and $55 for others. Cost includes lunch and 1 hour of MCLE credit.

Registration: Please log-in on the SMCBA website to register for this event or contact the program coordinator, Jim Griffiths at smcba@gryphonevents.com or fax (510) 588-4543.  For questions about this event, please email smcba@gryphonevents.com or fax (510) 588-4543.

If you wish to pay by check, please make check payable to SMCBA and send to: 333 Bradford St., Ste. 200, Redwood City, CA 94063, Attn: Events or bring a check with you to the event.
*Please note what event you are paying for and the name of the attendee.

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.

Registration: Log-in to the SMCBA website

FL Section – Negotiating & Drafting Pre and Post Marital Agreements – Oct 11th

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

Please join the Family Law Section on Friday, October 11, 2019, for a presentation on Negotiating & Drafting Pre and Post Marital Agreements by Tanya E. Prioste, Esq., CFLS, AAML and Geniveve J. Ruskus, Esq., CFLS, AAML.  Ms. Prioste and Ms. Ruskus will provide tips and strategies for negotiating and drafting pre-marital and post-marital agreements.

Ms. Prioste is a partner in the Family Law Group at Lakin Spears LLP.  She is a Certified Family Law Specialist and a fellow of the American Academy of Matrimonial Lawyers (AAML) and the International Academy of Family Lawyers (IAFL). 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 is a consulting counsel to mediations. She also prepares and negotiates premarital and postmarital agreements.  Ms. Prioste has been selected by her peers as among the top family lawyers in Northern California every year since 2004 and has frequently been named as one of the Northern California’s “Top 50 Women Lawyers” across all practice areas.

Ms. Ruskus is a partner in the Family Law Group at Lakin Spears LLP and is a Certified Family Law Specialist.  She is President Elect of the American Academy of Matrimonial Lawyers (AAML).  Ms. Ruskus’ practice currently emphasizes mediation and the employment of other alternate dispute resolution techniques.  In addition to her mediation divorce practice, she also handles premarital, cohabitation and postmarital agreements as well as post-dissolution and parentage matters.  She has been named a Northern California “Super Lawyer” every year since 2006 and has frequently been named as one of the Northern California’s “Top 50 Women Lawyers” across all practice areas.

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.

*Please note: Registration closes on Tuesday, October 8, 2019.

Establishing a Successful Referral Practice – Oct 23rd

Fox, Shjeflo & Babu, LLP
2000 Alameda De Las Pulgas
San Mateo, CA 94403

Join the Lawyer Referral Service (LRS) Program on Wednesday, October 23, 2019 from 12:00pm – 2:00pm for a workshop on Establishing a Successful Referral Practice. 

In this two-hour workshop, SMCBA staff and experienced LRS panelists will provide an overview of the LRS Program and provide strategies for the successful representation of LRS referrals. Attorneys will receive insightful views on how to benefit their practice through the participation in the LRS Program and better tools to approach LRS referrals.

The workshop will cover the following topics:

  • What is the SMCBA Lawyer Referral Service (LRS) Program?
  • How do I become a member of the LRS Program?
  • Successful approaches to LRS referrals.
  • Strategies for the successful representation of LRS referrals.
  • How to maximize the client experience for LRS referrals.
  • How to benefit your practice through participation in the LRS Program.

This workshop is FREE and open to all attorneys.
1.5 hours of General Law Credit will be provided.

To register, please log-in online or email the RSVP Form to Barbara Guzman, LRS Program Coordinator, at LRSAttorney@smcba.org no later than Wednesday, October 16, 2019.

LE Section – Effectively Managing Leaves – Sept 26th

Mistral Restaurant
370-6 Bridge Pkwy
Redwood City, CA  94065

Please join the Labor & Employment Section on Thursday, September 26, 2019, for a presentation on Effectively Managing Leaves of Absence by Jasmine L. Anderson, Esq.   

This presentation will explore the challenges employers face when complying with federal and state leave laws, including the Family and Medical Leave Act (FMLA), the California Family Rights Act (CFRA) and California’s Pregnancy Disability Leave Law (PDL) and provide practical guidance for handling leave issues.

Jasmine L. Anderson is a Senior Attorney at Constangy, Brooks, Smith & Prophete, LLP.  She defends employers in all aspects of employment law matters before federal and state courts and administrative agencies. Jasmine handles a variety of claims involving discrimination, harassment, retaliation, failure to accommodate, wage and hour, denial of leave, and other employment law issues. Jasmine also provides advice and counsel to employers on how to prevent these claims and develop lawful and effective policies and practices.

Time: 12:00pm – 1:30pm

Cost: $55 for Labor & Employment Section members and $65 for non-section members. 

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

EP Section – HEMS: Trust Distributions for Health, Education, Maintenance and Support – Sept 19th

San Mateo Elks Lodge
229 W. 20th. Ave.
San Mateo, CA  94403

Please join the Estate Planning & Probate Section on Thursday, September 19, 2019, for a presentation on HEMS: Trust Distributions for Health, Education, Maintenance and Support and the limits of discretionary powers, presented by Kathleen Durrans and Krista Conover.

Description: This class will focus on the use of HEMS standards, and walk through various case scenarios.  

Presenter Kathleen A. Durrans is a shareholder of Aaron, Riechert, Carpol & Riffle, APC, and a Certified Specialist in Estate Planning, Trust, and Probate Law. Ms. Durrans is also a certified mediator and is a member of the San Mateo Probate ADR Program Panel. Ms. Durrans has been practicing in the areas of Estate Planning, Trust, and Probate Law since 1999. She is a graduate of the University of San Francisco School of Law, where she graduated Cum Laude. She was a member of the McAuliffe Honor Society and University of San Francisco Law Review. In 1998, she received the American Jurisprudence Award in Family Wealth Transfer Taxation.

Presenter Krista Conover is the Managing Director, Trust & Fiduciary Services of Boston Private. Ms. Conover brings more than a decade of trust and investment experience. Prior to joining Boston Private in 2004, Ms. Conover practiced law in San Jose, assisting clients to achieve their estate planning and business objectives. Prior to practicing law, Ms. Conover worked as a personal banker. Ms. Conover received her Bachelor of Arts in International Relations from University of California, Davis. She also received a JD from Santa Clara University’s School of Law. Ms. Conover is an active member of the California State Bar, the Silicon Valley Bar Association, the Financial Planning Forum and the San Francisco and Santa Clara County Estate Planning Councils. She also serves on the board of the El Camino Hospital Foundation and Santa Clara County Estate Planning Council.

Time: 12:00pm – 1:30pm

Cost: $40 per person for members of the SMCBA Estate Planning Section who inform us in advance that they will attend and $55 for others. Cost includes lunch and 1 hour of MCLE credit.

Registration: Please log-in on the SMCBA website to register for this event or contact the program coordinator, Jim Griffiths at smcba@gryphonevents.com or fax (510) 588-4543. Payment is generally made by check or cash at the door to the event, although you may also register online (Bar members should log in to receive member pricing).

If you wish to pay by check, please make check payable to SMCBA and send to: 333 Bradford St., Ste. 200, Redwood City, CA 94063, Attn: Events or bring a check with you to the event.
*Please note what event you are paying for and the name of the attendee.

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.

Map: http://tinyurl.com/SMElks

FL Section – Tips and Strategies for Drafting Child Custody Stipulations – Sept 13th

Crowne Plaza Hotel – Foster City
1221 Chess Dr.
Foster City, CA  94404

Please join the Family Law Section on Friday, September 13, 2019, for a presentation on Tips and Strategies for Drafting Child Custody Stipulations by Andrea Palash, Esq., CFLS, AAML.  

Description: Ms. Palash will provide tips and strategies for drafting child custody stipulations and discuss how to avoid future disputes. The speaker will go over examples of previous stipulations.

One hour of MCLE Credit will be provided for attendance. 

Time: 12:00pm – 1:30pm

Cost: $45 for section members and $55 for non-section members.

Registration: Please login 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. 

*Please note: Registration closes on Tuesday, September 10, 2019

LE Section – Lessons Learned From Workplace Investigations in the #MeToo Era – Aug 22nd

Mistral Restaurant
370-6 Bridge Pkwy
Redwood City, CA 94065

Join the Labor & Employment Section on Thursday, August 22, 2019 for a presentation on Lessons Learned From Workplace Investigations In The #MeToo Era by Camille Hamilton Pating, Principal and Chair of Meyers Nave’s Workplace Investigations.

The #MeToo movement caused a rapid increase in the number of workplace conduct investigations across all sectors of the economy. The presenter will discuss key takeaways and investigative best practices, including (1) creating new policies and training programs for the modern workplace, (2) investigating stale claims, (3) providing employees with skills for having honest conversations about workplace behaviors and (4) addressing #MeToo backlash, guilt by association and unintended consequences.

Camille has conducted over 150 investigations and specializes in high-profile investigations involving government officials, executives and high-level employees of public, private and non-profit organizations. She also provides training programs and helps employers create, enhance and implement Diversity, Equity and Inclusion initiatives.

Time: 12:00pm – 1:30pm

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.

EP Section – New Attorneys Event: Busting the Bypass Trust: Simplifying Irrevocable Trusts – Aug 15th

San Mateo County Superior Court – Hall of Justice
400 County Center
Redwood City, CA 94063

The New Attorneys Section of the SMCBA Estate Planning & Probate Section invites you to a luncheon with Jennifer M. Stier as she details various approaches attorneys may consider to modify or reform irrevocable Bypass Trusts. This CLE presentation will take place on August 15, 2019 from 12:00 pm to 1:15 pm at Judge Miram’s Courtroom – Dept. 28.

Jennifer Stier is a Principal and Director with Barulich Dugoni & Suttmann Law Group, Inc.  She focuses her practice in estate planning, business planning, and estate administration, and also handles probate and conservatorships. Ms. Stier is a Certified Specialist in Estate Planning, Trust, and Probate Law, certified by the State Bar of California Board of Legal Specialization.

Please send any questions you might want answered ahead of time along with your RSVP.

Time: 12:00pm – 1:15pm
Cost: The event is FREE but you must RSVP. Lunch and one hour of CLE credit will be provided.

Registration: Log-in to the SMCBA website or RSVP by Tuesday, August 12, 2019 to Dallas E. Dean at ded@coreylaw.com

Space is limited. Please sign up early as this promises to be a well-attended event.

Lunch will be provided by the SMCBA Estate Planning and Probate Section. 

FLS – Addiction In Family Law – Aug 9th

Crowne Plaza Hotel
1221 Chess Drive
Foster City, CA 94404

Please join the Family Law Section on Friday, August 9, 2019, for a presentation by David Kan, M.D. regarding addiction issues in family law.

Tools for identifying substance abuse in attorneys will be discussed. The current state of alcohol and drug testing in family law will be reviewed. Guidelines around testing frequency and format will be discussed. The audience will have the opportunity to pose case-based questions to an evaluator in these issues.

Dr. Kan graduated from Northwestern University Medical School. He finished his General Psychiatry Residency and Forensic Psychiatry Fellowship at the University of California, San Francisco (UCSF). He is Board-certified by the American Board of Psychiatry and Neurology in General and Forensic Psychiatry and he is Board-Certified by the American Board of Addiction Medicine in Addiction Medicine. He is a member of the faculty at the UCSF Department of Psychiatry.

Dr. Kan is an active member of the California Society of Addiction Medicine (CSAM). CSAM is a physician organization dedicated to improving the treatment of substance use disorders. Dr. Kan has planned conferences and spoken to many physician and non-physician groups. Dr. Kan is the current President of CSAM. Dr. Kan is a Distinguished Fellow of the American Society of Addiction Medicine (D.F.A.S.A.M.)

Dr. Kan offers forensic consulting services to courts and attorneys in civil, criminal, and administrative matters. He has testified in multiple states, counties and federal court as an expert witness. He is a member of the American Academy of Psychiatry and the Law.  Dr. Kan has also testified numerous times before the California Assembly and Senate on addiction treatment. Dr. Kan has testified before Congress advocating for expanding access to addiction treatment.

One hour of Competence Issues CLE credit will be provided for attendance.

Time: 12:00pm – 1:30pm

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.

*Please note: Registration closes on Tuesday, August 06, 2019.

EP Section – Estate Planning For Same Sex and Unmarried Couples – July 18

San Mateo Elks Lodge
229 W. 20th Ave.
San Mateo, CA 94403

Join the Estate Planning & Probate Section on Thursday, July 18, 2019 for a presentation on Estate Planning For Same Sex and Unmarried Couples: 4 Years Post-Obergefell.

Alma Soongi Beck of Lakin Spears LLP will provide an overview of estate planning for LGBTQ People and unmarried couples, and its evolution over her 18+ years of practice in this area.  The discussion will cover the evolving landscape of local, county, and state domestic partnership registration and recognition, property tax issues for people not married and not state-registered domestic partners, considerations for health care directives, and a practitioner’s perspective of planning in this area four years beyond the landmark U.S. Supreme Court decision in Obergefell v. Hodges.

Cost: $40 per person for members of the SMCBA Estate Planning Section who inform us in advance that they will attend and $55 for others. Cost includes lunch and 1 hour of MCLE credit.

Registration: Please log-in on the SMCBA website to register for this event or contact the program coordinator, Jim Griffiths at smcba@gryphonevents.com or fax (510) 588-4543.  For questions about this event, please email smcba@gryphonevents.com or fax (510) 588-4543.

If you wish to pay by check, please make check payable to SMCBA and send to: 333 Bradford St., Ste. 200, Redwood City, CA 94063, Attn: Events or bring a check with you to the event.
*Please note what event you are paying for and the name of the attendee.

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.