EP Section – Heckerling Continues (Despite Government Shutdown) – Feb. 21st

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

Please join the Estate Planning & Probate Section on Thursday, February 21, 2019, at the Heckerling Continues (Despite Government Shutdown) event.

Despite Professor Donaldson’s prediction during the Q & A session at Heckerling that final 199A Regs. would be delayed due to the shutdown, final 199A Regs. were issued (but not discussed) the last day of the 53rd Annual Heckering Institute on Estate Planning. So, in addition to covering as much as possible from the Institute, the speakers will cover post-Heckerling developments including 199A Regs., time permitting.

Topics will include: Basis, Powers of Appointment, Engagement Letters, Foreign Property Ownership by U.S. Persons, Charitable Planning, Insurance Planning, IRA Trusts, Divorce planning (after TCJA alimony change), Fiduciary Selection, as well as numerous significant rulings from 2018. This will be a fast-paced presentation as the speakers will attempt to compress 30+ hours of learning into 1+ hour.

Special Note: This will be a joint event, hosted by both the Peninsula Estate Planning Council and the SMCBA’s Estate Planning & Probate Section.

Cost: Cost is $40 per person for members of the SMCBA Estate Planning Section who inform us in advance that they will attend and $55 for non section members. 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 – Tax Consequences of Settlements and Judgments – Feb. 28th

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

Please join the Labor & Employment Section on Thursday, February 28, 2019, for a presentation on Tax Consequences of Settlements and Judgments in Employment Matters by Julia Damasco.

Attorney Julia Damasco of Miller Kaplan Arase LLP in Half Moon Bay will be providing a presentation to update the section on the tax consequences of settlement agreements under the new tax laws. Julia Damasco is a tax attorney admitted to practice in California and Washington.  She has advised attorneys and litigants for over 20 years on the tax consequences of settlements and judgments.  Her articles on the subject have appeared in ABA and other publications.  She is a partner and member of the managing partner committee for the CPA firm of Miller Kaplan resident in the San Francisco office.  The chair of the IRS liaison committee for the National Association of Federal Equity Receivers, she has personally obtained over 20 rulings from the IRS and US Treasury on the tax consequences of settlements and judgments.  Her experience on employment matters includes the Microsoft Temporary Workers and the NCAA Coaches settlements; and her authorship of articles for the ABA and the Southern Poverty Law Center.  She is a member of the board of the San Francisco General Hospital Foundation and was a resident of San Mateo county for over 30 years.

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: [RSVP POLICY CHANGE] Checks will not be accepted during the event. To register, please login into the SMCBA website or click here.  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 that 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.

Barristers Section – Brown Bag Series- With Hon. Marie S. Weiner- Mar. 7th

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San Mateo County Superior Court – Southern Branch
400 County Center
Dept. 2
Redwood City, CA  94063

Please join the Barristers as the Honorable Marie S. Weiner, Supervising Judge of the Civil, Case Management, and ADR Programs, hosts us in her courtroom to provide us with invaluable insight from the Bench.  Do not miss this opportunity to hear from a Judicial Officer about what is expected and not-expected when appearing in Court.  Attendees will also have the opportunity to ask non-case specific questions. 

Registration: Please login on the SMCBA website to register for this event or RSVP to Khloe Lee at Khloe@khloeleelaw.com.

FL Section – Annual Panel Discussion with the Family Law Bench Officers – Mar. 8th

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Crowne Plaza Hotel
1221 Chess Drive
Foster City, CA 94404

Please join the Family Law Section on Friday, March 8, 2019 for their annual panel discussion with the hearing officers of the San Mateo County Superior Court’s Family Law Division. 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 on a more informal basis and to ask some of the burning questions that generally cannot be answered from the Bench.

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 be addressed at the panel discussion by no later than Friday, March 1, 2019.  This will allow the Judges and Commissioners sufficient time to adequately consider the Members’ questions or concerns.  Questions should be submitted to jward@bswmlaw.com. .

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 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.

One hour of MCLE Credit will be provided for attendance.

WL Section – Educational Foundation Fundraiser – Mar. 15th

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Please join the Women Lawyers’ Section on Friday, March 15, 2019, at the Educational Foundation Fundraiser.

Location: Steelhead Brewery, 333 California Drive, Burlingame

There will be food, drinks, billiards, and live and silent auctions.

The proceeds from the auctions will fund the Spring 2019 scholarships.  Questions can be directed to Sandy McNabb at sandy@mcglashan.com.

Registration: Please login on the SMCBA website to register for this event.

Fingerprinting Rules for California Attorneys

Fingerprinting Rules for California Attorneys

California Rule of Court Rule 9.9.5 requires all active attorneys licensed in California and multijurisdictional practitioners to be re-fingerprinted by April 30, 2019.

Why is the State Bar requiring all active attorneys to be re-fingerprinted? The State Bar needs to be in compliance with Business & Professions Code 6054. This section requires the State Bar to receive notifications of attorney arrests and convictions from the California Department of Justice. This requirement has existed for the past 30 years. Until last year, the State Bar was out of compliance with this statutory mandate.

The only way for the State Bar to come fully into compliance is to re-fingerprint licensed attorneys.

Attorneys must submit their ATI number on the Proof of Live Scan Submission page on the State Bar website. This shall serve as proof of submission of fingerprints to a Live Scan vendor by April 30, 2019, before the penalty period begins.

The State Bar has created detailed instructions for the following groups:

Please check the frequently asked questions page of the State Bar’s website for more information about this new requirement.