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 and Probate Section- Irrevocable Life Insurance Trusts (ILIT)- February 9
Thursday, February 9, 2023
Via Zoom at 12:00pm
This presentation will provide an overview of the Irrevocable Life Insurance Trust (ILIT) formation and funding process from start to finish. The presenters will begin by discussing what an ILIT is, as well as reasons to propose the estate planning tool of an ILIT to your clients. After discussing the basics of ILITs, the presenters will discuss considerations that you, as the planner, should reflect upon while drafting the ILIT. This will include tailoring the ILIT to your clients’ specific wants and needs. Lastly, the presenters will provide guidance in preparing the corresponding gift tax return (709).
Speaker: Megan L. Buggy, Esq., Caroline F. Trainor, Esq., Barulich Dugoni & Suttmann Law Group, Inc.
Cost: Free for SMCBA EP members, $10 for non-members. Cost includes 1.0 hour of General Law 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 events@smcba.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 & 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.
Estate Planning & Probate Section – Annual Holiday Party- December 15
Thursday. December 15, 2022
In Person and via Zoom
If you plan on attending this event in person:
Please arrive at Elks Lodge at 11:40am
229 W 20th Ave, San Mateo, CA 94403
The EP Section is pleased to announce its initial post-Covid live event. To celebrate the holiday season and end of the year, we are returning to the San Mateo Elks Lodge for our annual Judge’s luncheon.
We are pleased to have the Honorable Susan L. Greenberg, Probate Judge for the San Mateo County Superior Court, join us at our annual holiday party. Judge Greenberg will speak to our section regarding this past year on the Probate Bench and what to expect in 2023. This is a program you will not want to miss. Please arrive early as we expect this event to be well attended.
Lunch will be included for the in-person attendees.
For those members who wish to register for an online webinar rather than in-person luncheon, a live stream of the presentation will be available.
If you have questions for Judge Greenberg, please email them to Joe Gruber at jgruber@arcr.com, or to Jim Griffiths at jim@gryphonevents.com, and type “Judge Greenberg” in the subject line.
Cost: Cost is $50 per person for members of the SMCBA Estate Planning Section and $65 for others. Cost includes lunch and 1-hour MCLE.
Registration and Information: Please note that we have four registration options. Luncheon or Webinar, Member or Non-Member. The registration fee is the same for Luncheon and Webinar but you must register for the in-person Luncheon if you plan to physically attend the event. Due to venue costs and financial commitments, Webinar registrants will not be seated at the Elks Lodge without prior approval. Webinar registrants wishing to change to Luncheon attendance may request such by contacting smcba@gryphonevents.com no later than Monday, December 12th.
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.
Cost: FREE 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.
Family Law Section- Top Family Law Cases of 2022- January 13
Friday, January 13, 2023
In Person and Via Zoom
Please arrive at Crown Plaza Hotel at 11:40am
1221 Chess Dr. Bayview Room (7th floor), Foster City, CA, 94404
Please join the Family Law Section on Friday, January 13, 2023, for a presentation by the peerless Garrett Dailey on some of the most compelling appellate cases of 2022. Garrett Dailey’s expertise on this topic is unparalleled, and we are extremely fortunate that he so generously gives us his time to review the top cases of the prior year.
Mr. Dailey is a Certified Family Law Specialist focusing on appellate issues. He is a Fellow in the American and International Academies of Matrimonial Lawyers. He is the publisher and author of ATTORNEY’ S BRIEFCASE®LEGAL RESEARCH SOFTWARE and the author of SupportTax® and Lawgic®. The many awards he has received include a Lifetime Achievement Award by the State Bar of California Family Law Section; the 30th Anniversary Outstanding Service Award from Association of Certified Family Law Specialists as well as the 1995 Hall of Fame Award; and the 2005 Outstanding Conference Speaker Award from the Cal. CPA Education Foundation. Some of his more recent appellate cases include Marriage of Valli; Elkins v. Superior Court; Marriage of La Musga; Marriage of Macilwaine, Marriage of Facter; Marriage of Hibbard; Marriage of Hill & Dittmer; Marriage of Cadwell-Faso; Marriage of Sorge; and Marriage of Alter.
Mr. Dailey will present a more in-depth summary of updates in California Family Law at his 2022 Year in Review – A Family Law Update Webcast, which will be held on January 27, 2023, January 29, 2023, and February 3, 2023.
Speaker: Garrett C. Dailey
In-Person Cost (includes lunch): $55 for section members and $65 for non-section members.
Zoom Cost: $40 for section members and $50 for non-section members.
Cost includes 1.0 hour of General Law 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 events@smcba.org
For in person cancellations, the cancellation must be received ONE WEEK BEFORE the event. If you do not cancel within one week prior to the event or do not show up to the event, you will be charged the full amount.
For zoom cancellations, must be received at least 48 hours prior to the event for a full refund of the registration fee for those who register via Zoom. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount.
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.