FL Section – Our Family Wizard – July 12th

Crowne Plaza Hotel
1221 Chess Drive
Foster City, CA 94404

Please join the Family Law Section on Friday, July 12, 2019 for a presentation on the new features of OurFamilyWizard by Matthew Havrevold.

The OurFamilyWizard app (OFW) is frequently included in parenting agreements as a way to reduce litigation and improve family outcomes. Learn how OFW can simplify co-parenting communication and streamline the work of practitioners.

This presentation will advise family law professionals of communication technology ordered by the court in high conflict custody and visitation matters. Professionals will learn how they can stay informed of co- parent communication through the use of online tools. Each attendee will receive examples of agreements and court orders currently used to specify parent and professional use of OFW, as well as a full demonstration of the available features.

Four Learning Objectives

  1. Familiarize attendees with the OFW toolset for parents. Analyze the interface and the ways built-in rules create a framework for amicable communication in a variety of case types.
  2. Recognize documents that may be presented as evidence in the courtroom.
  3. Examine court order and agreement examples, including relevant appellate decisions.
  4. Learn how attorneys, special masters, minor’s counsel, mediators, and other professionals may work with and assess family needs utilizing these online tools.

Matthew Havrevold is a Professional Liaison with the OurFamilyWizard website. He attended the University of Minnesota where he graduated in 2008 with degrees in Journalism and Business. After graduating he worked in the legal software industry as both a manger and business liaison for 5 years before joining the OurFamilyWizard website in February 2014. He now travels the country meeting with courts and family law practitioners to discuss the various parenting issues in family law and to educate them on OurFamilyWizard’s specific features and best uses for facilitating communication in high conflict parenting scenarios. Matt has presented many MCLE trainings for different bar associations and family law organizations around the country and abroad.

One hour of MCLE Credit will be provided for attendance.

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, July 09, 2019.

LE Section – Managing Employee Performance – June 27th CANCELLED

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

Please join the Labor & Employment Section on Thursday, June 27, 2019, for a presentation on Managing Employee Performances with Jeanine Debacker, Attorney at McPharlin, Sprinkles & Thomas, LLP.

Jeanine represents employers in all areas of employment and benefits law, including wage and hour claims, harassment, discrimination, retaliation, wrongful termination, benefit plan corrections and other employment-related claims.

Jeanine assists clients in creating and implementing workplace policies and procedures, conducting harassment investigations, and counseling on employee performance management, including corrective actions and terminations. Jeanine often presents customized, on-site training programs for clients on a variety of human resources issues.

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 even

EP Section – Lunch With The Probate Court Staff – June 20th

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

All are invited to lunch with Peter MacLaren, Research Attorney with the San Mateo County Superior Court, and the Probate Court staff on Thursday, June 20, 2019 at 12 noon. Pete will discuss the current topics of interest for the Probate Court and provide tips for working more effectively with the Probate Court Staff and the Court itself.

Registration and buffet service will begin at 11:30 a.m. Plan to arrive early.

Hawaiian shirt alert: Please also note that members are again encouraged (though of course not required) to wear their favorite Hawaiian shirt in honor of the occasion.

We are pleased to have the Professional Fiduciary Association of California for this luncheon seminar.

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: 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.

RE Section – A Crash Course In Fair Housing – June 18th

Crowne Plaza Hotel
1221 Chess Drive
Foster City, CA 94404

Join the Real Estate Section on Tuesday, June 18, 2019 for a Crash Course In Fair Housing. Associate Housing Discrimination Director Jaqueline Ramirez Rodriguez of Project Sentinel will present on issues and cases involving California’s Fair Housing Laws.  This seminar will provide use and guidance on compliance with California’s fair housing laws and how to effectively advise clients, whether property owners, tenants and the like of issues involving fair housing.

This seminar will provide attorneys with 1 hour of general MCLE credit and will be important for both attorneys and other professionals who routinely practice before the San Mateo County Superior Courts.

Cost: $50.00 for Real Estate section members and $60.00 for non-section members. Cost includes 1 hour of MCLE credit and lunch.

Registration: Please log-in on the SMCBA website to register for this event or contact Mark Watson at markw@markcwatson.com, or by telephone at (650) 692-4001 or Grant H. Baker at grant@mballenlaw.com or by telephone at (650)347-5000.

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: Barbara Guzman. *Please note what event you are paying for and the name of the attendee.

FL Section – Intimate Partner Abuse – June 14th

Crowne Plaza Hotel
1221 Chess Drive
Foster City, CA 94404

Please join the Family Law Section on Friday, June 14, 2019, for a presentation on Intimate Partner Abuse by Melissa Gibbs of Community Overcoming Relationship Abuse (CORA).  Intimate partner violence cases can be some of the most difficult cases to litigate. Many victims require assistance with a constellation of related yet distinct issues. Dynamics of power and control can permeate the proceedings. Trauma responses of victims can be confusing or misunderstood. This program will demystify intimate partner abuse, discuss recent case law involving DVPA actions, and provide an overview of CORA’s services and other resources available to assist survivors, batterers, and families experiencing violence.

Melissa is the Manager of Legal Services at CORA (Community Overcoming Relationship Abuse) where she started as a staff attorney litigating family law cases on behalf of survivors of domestic violence. Melissa’s interest is in the intersection of civil and criminal cases and is passionate about supporting survivors to navigate the criminal justice system as a victim-witness. Melissa regularly trains and mentors pro bono attorneys through a collaborative domestic violence pro bono project, is co-Chair of the Legal Process Committee (a subcommittee of the San Mateo County Domestic Violence Council), and is active in state-wide public policy research and advocacy through the California Partnership to End Domestic Violence. As a San Mateo County native Melissa enjoys supporting and giving back to her community.

One hour of MCLE Credit will be provided for attendance.

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, June 11, 2019.

Bus. Lit. Section – Cannabis Law – June 12th

Crowne Plaza Hotel
1221 Chess Drive
Foster City, CA 94404

Please join the Business Litigation Section on Wednesday, June 12, 2019, for a presentation on Cannabis Law: Representation of Business in the Marijuana Industry with  Burke J. Hansen.

Burke’s practice focuses on Cannabis Law, and associated compliance issues in California.  This is a hot new area involving new businesses that manufacture, distribute and sell cannabis products, that will need ongoing legal representation.

Cost: $50 for Business Section members and $60 for non-members.

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

One hour of General MCLE credit will be provided for attendance.

E-Filing in San Mateo Superior Court – May 23rd

San Mateo County Superior Court
400 County Center, Courtroom 2M
Redwood City, CA 94063

You are cordially invited to attend an E-Filing Seminar “E-Filing in San Mateo Superior Court.”  The seminar will be held on Thursday, May 23, 2019 from 12:00 p.m.-1:30 p.m. at the Redwood City Hall of Justice, Courtroom 2M.

Hon. Marie Weiner, representatives from the Clerk’s Offices, and a representative from the Superior Court’s E-Filing manager, Tyler Technologies, will provide an overview of E-Filing in Civil Cases in preparation for the court’s permissive E-Filing in Civil launch June 10, 2019.  The Superior Court’s E-Filing Manager (EFM) vendor, Tyler Technologies, will be on-site to explain the E-filing model used at the Superior Court of California, County of San Mateo.  Electronic Filing Service Providers (EFSPs) are also invited to this event to individually discuss the services they provide to attorneys and litigants.  Court personnel will explain Local Rules governing e-filing, “bookmarking” electronically filed exhibits, E-mailing Proposed Orders, requirements for “hard copies,” in Civil, and the roadmap for permissive E-Filing in Criminal (Subsequent filings) and Juvenile.

1.5 hours of General Law MCLE Credit will be provided.

Cost: The seminar is FREE and open to everyone.

For more information about this seminar, please contact Elizabeth Evans, Chief of Court Operations at EEvans@sanmateocourt.org.

Visit the Superior Court of California, County of San Mateo website for more information about the E-Filing process.

EP Section – Recent Developments in Estate and Gift Taxation – May 16th

Register for this event today!

San Mateo Elks Lodge
229 West 20th Avenue
San Mateo, California, 94403

Please join the Estate Planning & Probate Section on Thursday, May 16, 2019 for a presentation on Recent Developments in Estate and Gift Taxation with IRS Supervisor Attorney Kyle C. Martin.

Take this opportunity to hear the Internal Revenue Service’s Kyle Martin speak and get an inside look at what the local IRS office is looking for on estate and gift tax returns and for updates related to such tax returns. Mr. Martin is the Supervisory Estate Tax Attorney managing attorneys in Oakland and San Jose. He has been with the Service since 1989 and in his current position since March of 2006.

Speaker: Kyle C. Martin, Esq., Supervisory Attorney (Estate Tax), Internal Revenue Service

We welcome Seiler LLP as sponsor of this luncheon seminar.

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 login 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.

LE Section- Effective and Ethical Negotiation of Employment Claims – May 23rd

Register for this event today!

Mistral Restaurant
370 Bridge Pkwy. #6
Redwood City, CA 94065

Please join the Labor & Employment Section on Thursday, May 23, 2019, for a presentation on Effective and Ethical Negotiation of Employment Claims: Navigating New Rules Regarding Confidentiality, Mediation, Taxes and More with David Lowe, Partner at Rudy Exelrod Zieff & Lowe LLP.

Mr. Lowe specializes in international employment cases, complex litigation, and executive severance negotiations, as well as litigation and negotiation of individual employment law claims, including claims for wrongful termination, harassment, discrimination, whistleblower retaliation, unpaid commissions and bonuses, breach of contract and violation of the WARN Act, military leave, family/medical leave and wage and hour laws.

In addition to representing employees, Mr. Lowe is frequently retained as a neutral mediator to help other lawyers and their clients resolve difficult employment disputes.  In that role, he has helped settle multi-million dollar class actions, individual employment cases, and litigation involving a wide variety of issues, including insurance coverage issues.  Mr. Lowe received his mediation training at the highly regarded Straus Institute for Dispute Resolution at Pepperdine University School of Law and “on-the-job” with his colleague Mark Rudy, with whom he has mediated numerous complex individual and class action cases. 

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 login into 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

 

FL Section – Tax Returns and DissoMaster – May 10th

Register for this event today!

Crowne Plaza Hotel
1221 Chess Drive
Foster City, CA 94404

Please join the Family Law Section on Friday, May 10, 2019, for a presentation by Lee Ann Horton.  Ms. Horton will detail how to relate the various income items as reported on tax returns and K-1’s to cash flow available for support.  Discussion will include adjustments for pass-through income, capital gains/(losses), rental income, and business income.  After determining the taxable income and cash flow adjustments the DissoMaster inputs for each income category will be explained.  Ms. Horton will also cover when and how to apply the Qualified Business Interest deduction.

Lee Ann Horton, JD, CPA, CVA has been a forensic accountant for over ten years.  She started Anza Accounting in 2018 in Santa Clara County.  Her practice includes determining income available for support, business valuation, separate property tracing, allocation of community and separate property restricted stock units and stock options, Pereira/Van Camp analysis, and lost profits analysis.

One hour of MCLE Credit will be provided for attendance. 

Cost: $45 for Family Law 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, May 7, 2019.