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.

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.

Family Law Section- Advanced Issues in Parenting Plan Evaluations: The Good, the Bad & the Ugly- November 18

Friday, November 18, 2022

Via Zoom at 12:00pm

Please join the Family Law Section on November 18, 2022, for a presentation by Dr. Kenneth Perlmutter and Dr. Philip Stahl for the a presentation on the Advanced Issues in Parenting Plan Evaluations: The Good, the Bad and the Ugly.

In June 2022, The Board of Directors of the Association of Family and Conciliation Courts (AFCC) approved new Guidelines for Parenting Plan Evaluations in Family Law Cases to replace the aged Model Standards of Practice for CCE (2006).  In this webinar, the presenters, child custody evaluators with over 75 years of combined experience, will discuss finer points of the new Guidelines, outlining important differences from the previous Model Standards.

They will discuss what makes for a “good” evaluation while sharing relevant examples of defective work. In explaining these and other evaluator missteps and errors, this discussion will assist you in performing your own critique of an evaluation work product. They will explain circumstances in which you may want to hire an expert to support or challenge an evaluator’s process.   Also included will be an update on remote evaluation practices and a discussion of what is being done by AFCC-CA to encourage new mental health professionals needed to replace the aging/phasing out of experienced evaluators.  

Attend this presentation to update and augment your understanding and assessment of Parenting Plan Evaluations. Along with the specifics of the webinar, the presenters will provide important hand out information and strive to answer/entertain your questions. Feel free to submit questions in advance to allow the presenters to incorporate them into the presentation.

Cost: $30 for Family Law Section members and $40 for non-section members cost includes 1.0 hour of Genral 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.

Women Lawyers- A Presentation on The Equal Rights Amendment, Past, Present and Future- November 3rd

Thursday, November 3, 2022

Via Zoom at 12:00pm

Join us for a Zoom presentation on the Equal Rights Amendment, its history and where we are today, led by the Alice Paul Institute. Suffragist and gender equality advocate Alice Paul first introduced the ERA in 1923 to expand the rights guaranteed by the U.S. Constitution to both genders. She understood the importance of constitutional protections for all citizens when she argued, “We shall not be safe until the principle of equal rights is written into the framework of our government.” We will also discuss where the Equal Rights Amendment stands in Congress today and the paths available for the ERA to be ratified to the U.S. Constitution.

You will receive .5 Recognition and Elimination of Bais and .5 of General Law MCLE credit for attending this event.

MCLE certificates will be made available in the week following the event.

Speaker: Alyssa Hunt and Ting Ting Cheng, Esq.                                    

CostFREE for SMCBA members and $10 for non-members.

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.

SMCBA’s Committee on Professional Equality & the San Mateo County Superior Court- Tips to Help Identify and Eliminate Implicit Bias in the Legal Profession- November 1st

Tuesday, November 1, 2022

Via Zoom at 12:00pm

Description: Implicit bias refers to the unconscious attitudes or stereotypes that affect our understanding, actions, and decisions. These biases—which can encompass both favorable and unfavorable assessments—manifest involuntarily without an individual’s awareness or intentional control. Though shorthand schemas of people may be helpful in some situations, they also can lead to discriminatory behaviors if we are not careful. Unconscious biases in the workplace can hinder diversity, recruiting, and retention efforts and can shape an organization’s culture in detrimental ways. Unconscious bias can skew talent and performance reviews. They can affect whom an organization hires, promotes, and develops—which unintentionally reinforces barriers to opportunity.  The focus of this event is to describe how implicit bias affects the legal profession and to offer recommendations on addressing implicit bias.

Speaker: With a deep-rooted passion for helping those who have suffered wrongdoing, Sandra Ribera Speed is the founder of Ribera Law Firm in San Francisco where she advocates for people in sexual abuse, personal injury, and racial discrimination cases. Both inside and outside of the courtroom, Ms. Speed remains steadfast in her pursuit of justice for her clients.

Early in her career, Ms. Speed was the youngest member of the team responsible for representing the heirs of Christopher Wallace, also known as The Notorious B.I.G., in a $360 million wrongful death claim filed against the Los Angeles Police Department. Ms. Speed has also represented Michael Jackson’s mother, Katherine Jackson, in a number of issues, including a wrongful death action arising out of her son, Michael’s, untimely death.

Active in the legal community, Ms. Speed has been co-chair of the San Francisco Trial Lawyers Association’s Implicit Bias Task Force since its inception in 2020. She also currently serves as Secretary of SFTLA’s Board of Directors and is on the Board of Governors for the Consumer Attorneys of California where she has been recognized with its Champions of Justice Award.

Cost: Free for SMCBA members, $15 for non-members. Cost includes 1.0 hour of Implicit Bias 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 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.

Labor & Employment Section- Practical Considerations Under the Rules of Professional Conduct- October 27th

Thursday, October 27th

Via Zoom at 12:00pm

WHAT:  Knowing your ethical obligations in the daily practice of law is vital to a successful legal career.  Kyle will discuss the practical application of the Rules of Professional Conduct to the everyday practice of law.  Kyle’s presentation will be interactive and include best practices from retention through termination of the attorney client relationship.

WHO:  Kyle is a partner at RH | Montes De Oca.  He is a malpractice attorney representing both underlying clients and lawyers in professional liability related matters.  He also counsels and represents lawyers before the State Bar Court in disciplinary matters.

When: Thursday, October 27, 2022 from  12:00 – 1:15 p.m.

**Please start to log in to Zoom about five minutes before the start time **

RSVP:  SMCBA Members can register here. Non-SMCBA Members can register here.

If you want to pay by check, still, please register online first and send your check payable to SMCBA and note your name and this event. Please note that if you RSVP but do not “show up,” or cancel 48 hours in advance, you will still be charged the full amount for attending the event.  Note: MCLE certificates will be emailed to you once your presence is verified at the event.

Where: Your Computer via Zoom! All registrants will be provided with the link and meeting code one day prior to the event date.

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

San Mateo County Trial Lawyers Association Judges Night- October 26th

WEDNESDAY, OCTOBER 26, 2022

6:00 pm No-Host Cocktails
7:00 pm Dinner

Location:
Green Hills Country Club
500 Ludeman Lane

Millbrae, CA 94030 (map)

(650) 558-4616

Deadline for registration and sponsorship: October 16, 2022
Dress: Business Casual (no jeans)

HONORING THE JUDICIARY OF SAN MATEO COUNTYJudge of the Year
Hon. Donald J. Ayoob
George Corey Trial Lawyer Of The Year
Amanda Riddle and Alison Cordova
Peace Officer Of The Year
Daly City Police Sergeant Alex Rohleder
(Awarded Posthumously)

DINNER TICKETS:

Judiciary: Complimentary
Individual Tickets: $150 per person
Table of Ten: $1500
Menu Choices: Surf & Turf or Vegetarian

SPONSORSHIPS
(non-refundable)
Sponsorships must be purchased on Sponsorship form
Platinum Level: $7,000 (includes 2 tables of 10)
Diamond Level: $3,500 (includes 1 table of 10)
Sapphire Level: $2,500 (includes 2 tickets)
Gold Level: $1,600 (includes 1 ticket)
Brass Level: $1,100 (includes 1 ticket) Silver Level: $600 (includes 1 ticket)
Bronze Level: $350 (includes 1 ticket) Vendors must sponsor at the $600 level or greater in order for one representative to attend.

Cancellation Policy

Refund Policy:
Dinner tickets refunds will be honored only if a written request is submitted to CAOC at least 30 days prior to the date of the event. Sponsorships are nonrefundable.

San Mateo Judges Night 2022 – CAOC Calendar of Events

ADR Section- Meet your Local ADR Service Provider – October 26th

Wednesday, October 26, 2022

Hybrid Event at 12:00pm

Location: 2000 Alameda De Las Pulgas, San Mateo Conference Room: Atrium Court

Or Via Zoom at 12:00pm

Description:  Come meet local attorneys in San Mateo County who serve as arbitrators, mediators, and private judges.  The panelists will describe the specific areas of their ADR practice, and how their handling cases post-pandemic.  The moderator of this event will be Jeffrey R. Windsor, Windsor PLC, San Mateo.

Anne A. Hagan, Esq., Canter Hagan LLP, San Mateo

Anne A. Hagan’s family law practice focuses on mediation, acting as consulting counsel to parties in mediation, drafting pre-marital and post-marital agreements, and litigation.  She has worked on hundreds of matters before private judges and the courts throughout the Bay Area handling, among other issues, high equity cases dealing with the division of stock options and venture capital.  Ms. Hagan is a member of the Board of Directors of the San Mateo County Trial Lawyers Association, and she is a member of the Family Law sections of the California State Bar and SMCBA. She is an effective mediator and relies on her emotional intelligence, compassion, empathy, and litigation background to facilitate resolution.

Rand N. White, Esq., Dyer & White LLP, Palo Alto

Rand N. White, a graduate of Stanford University and Stanford Law School, has an active civil litigation, mediation, and arbitration practice.  His areas of practice include real estate, professional negligence, products liability, employment, securities, trade secret, and corporate litigation.  A past president of the San Mateo County Bar and Trial Lawyers Associations, he litigates and mediates cases in both state and federal courts, including complex civil litigation and class action claims.  He is on the SMC and Santa Clara County Superior Courts’ panels of ADR providers, and regularly provides C.E.B. seminars.       

Lauren B. Zorfas, Esq., ADZ Law LLP, San Mateo

​Hon. Lauren B. Zorfas (ret.), after graduating with honors from San Francisco Law School, began her career as an attorney in San Mateo, focusing on dissolution and legal separation of marriage and domestic partnerships, child custody, support, and visitation, domestic violence and related family law issues.  She became the supervising attorney and family law facilitator with the SMC Superior Court, then a Court Commissioner, presiding over an array of cases, including general family law, criminal law, child support, and domestic violence.  A founding partner of ADZ Law LLP, she leads ADZ Law’s ADR practice as a private judge, mediator, settlement officer, arbitrator, and special master.

Jeffrey R. Windsor, Esq., Windsor PLC, San Mateo

Jeffrey R. Windsor is an attorney and mediator who assists clients and attorneys in civil litigation and dispute resolution in business, contract, construction, and real estate disputes, insurance issues, personal injury, and employment matters.  He is an ADR panel member, facilitator, and pro tem with the State Bar of California, D.P.R. of Hawaii, and Bay Area counties’ superior courts and Bar Associations, including the San Mateo Cty. Superior Court. 

In-person at: 2000 Alameda De Las Pulgas, San Mateo Conference Room: Atrium Court

Cost:  $20 for Members, $25 Non-Members, Lunch is included

Or Via Zoom: $10 for Members and Non-Members

No MCLE Provided

Registration and Information: Please click on the button above to register for this event. You may attend in-person or via Zoom.  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: Please arrive on time if you plan to attend in-person. If you register to attend via Zoom, 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. 

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.

SMCBA – Diversity 14th Annual Speakers Series- October 20

Thursday, October 20, 2022

Location: San Mateo County History Museum
“The Old Courthouse”
2200 Broadway
Redwood City, CA  94063

The Diversity, Equity, & Inclusion Committee is proud to present its award-winning 14th Annual Speakers Series. Our annual Speaker Series event will be conducted live at the “The Old Courthouse,” on Thursday, October 20, 2022, from 5:00pm to 7:30pm. You are invited to join us in person! 

This year, the Diversity, Equity, & Inclusion (DEI) Committee has invited Andre M. Perry and Marc Philpart to speak at the Annual Speakers’ Series. They will discuss the historical devaluation of property owned by Black Americans, and the structural inequalities that perpetuate the system. They will also discuss the systems that are in place that affect people of color with regards to health, education, and welfare.

Andre is a Senior Fellow at Brookings Metro and a scholar-in-residence at American University. A nationally known and respected commentator on race, structural inequality, and education, Andre is the author of the book “Know Your Price: Valuing Black Lives and Property in America’s Black Cities.” Andre’s research focuses on race and structural inequality, education, and economic inclusion. His recent scholarship at Brookings has analyzed Black-majority cities and institutions in America, focusing on valuable assets worthy of increased investment. Prior to his work at Brookings, Andre has been a founding dean, professor, award-winning journalist, and activist in the field of education.

Marc became the executive director of the California Black Freedom Fund in April 2022, bringing more than a decade of leadership in advocacy working with grassroots organizations to build power for racial justice. Prior to joining the California Black Freedom Fund, Marc led the Alliance for Boys and Men of Color. Under his leadership, the Alliance successfully advanced more than 100 state policies and established powerful partnerships with the California Senate and Assembly Select Committees on the Status of Boys and Men of Color and the California Funders for Boys and Men of Color. Through Marc’s leadership, the Alliance broadened its focus to include fighting for gender justice and ending intimate partner violence by addressing misogyny and patriarchy, as well as racial equity.

The following recognitions will be made at the event:

Les Williams Award
The Diversity Award Recognizes an individual or organization who has demonstrated a meaningful and consistent commitment to increasing and maintaining diversity in San Mateo County at all levels of the legal profession.

Nancy de Ita Scholarship
The Scholarship is given to an incoming/current law student, or recent graduate who has not passed the bar exam to encourage and support their commitment to the legal profession and diversity in our community.

1 Hour of Elimination of Bias MCLE will be provided upon request. 

Cost: This event is FREE for SMCBA members. For non-SMCBA members, the cost of attendance is $40 (in-person). 1 hour of Elimination of Bias MCLE will be provided upon request for an additional $10.

Registration: Please log-in on the SMCBA website to register for this event. You may also download the PDF Registration Form and email back to us at events@smcba.org.

Become a Sponsor for next year’s scholarship winner(s):

  • Bronze – $100
  • Silver – $250 
  • Gold – $500

Sponsors will receive an SMCBA gift, recognition in event announcements, and visual recognition (Firm Logo) at the event. For more information or to sign up as a sponsor, please email us at events@smcba.org