Advanced Planning — A Decade in Review: What Have We Learned Over the Last Decade and Where We Are Headed (As seen in CA T&E Quarterly) – October 21st

Advanced Planning — A Decade in Review: What Have We Learned Over the Last Decade and Where We Are Headed (As seen in CA T&E Quarterly)

Thursday, October 21, 2021
12:00-1:00 p.m.
Via Zoom

We are excited to present San Mateo County attorneys Melissa Karlsten and Chelsea Suttmann who will provide an overview of the estate and transfer tax changes over the last decade, considerations for future advanced planning, and an exploration of various techniques presently available to estate planners.

Cost: Cost is $20 per person for members of the SMCBA Estate Planning Section and $30 for others. Cost includes 1.0 hours of 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 webinar. The written materials for the webinar will be emailed to attendees the day before and morning of the event. 

Contact Info for this Event: For questions about this event, please email smcba@gryphonevents.com or fax (510) 588-4543.

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.

Barristers Section – 2021 Annual Judges’ Luncheon – October 28th

Barristers Section – 2021 Annual Judges’ Luncheon

Thursday, October 28, 2021
12:15-1:30 p.m.
Via Zoom

Please join the SMCBA Barristers’ Section for their 2021 Annual Judges’ Luncheon featuring Judge Amarra Lee on Thursday, October 28, 2021 at 12:15 p.m.

This is a convivial meeting to honor our esteemed Bench and welcome new members of the Bar. This is a wonderful opportunity for new attorneys to meet the Bench and Bar members. The Barrister of the Year Award will also be presented to Roxanne T. Jen.

Cost: This event is free! We encourage you to sponsor the event.

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

Sponsorships: If you would like to donate to the Barristers to help sponsor this event please select one of the following sponsorship opportunities. 

  • Gold Sponsor $300: Large color logo published in virtual background, Program recognition, Sponsorship of meals for 3 judges
  • Silver Sponsor $200: Firm logo published in virtual background, Program recognition, Sponsorship of meals for 2 judges
  • Bronze Sponsor $100: Recognition in event promotion, Sponsorship of 1 judge

To sponsor, please complete the Sponsorship Form and return to: Mallory Barr, Barristers Treasurer: 111 W Saint John St., Ste 700, San Jose, CA 95113, mallory.barr@costanzo-law.com. 

*Contributions or gifts to the San Mateo County Bar Association are not deductible as charitable contributions for Federal income tax purposes. Sponsorships, gifts or other payments to the San Mateo County Bar Association may be deductible under other sections of the Internal Revenue Code, please consult your tax advisor.

Employment Litigation & Bankruptcy: The Basics – October 28th

Employment Litigation & Bankruptcy: The Basics

Thursday, October 28, 2021
12:00-1:15 p.m.
Via Zoom

For many lawyers, bankruptcy is an unknown and unfathomable mysterious black box into which claims and lawsuits fall into, never to be seen again.  This presentation will provide a high level overview of what happens if your client or the other side files for bankruptcy during your case. Our speaker will address what happens to the existing lawsuit? What options a lawyer has without violating the automatic stay? How the claim is treated? And what happens to your fees as counsel.

Our speaker, Brian Irion was admitted to the California bar in 1985. His practice includes business law & litigation, real estate law & litigation, collections, intellectual property litigation and bankruptcy. He has published a number of articles on unfair business practices related to hiring of employees, the Americans with Disabilities Act, the Brown Act, and bankruptcy among other areas.  He also has served as a judicial arbitrator, settlement judge pro tem for our municipal courts before consolidation, and since 1994 as a judge pro tem in unlawful detainers, small claims court, small claims appeals and other areas in San Mateo County. He established a debtor practice in 2007 and has filed hundreds of bankruptcy cases in the Northern and Central districts of California ever since.

You will receive one hour of General Law MCLE credit for attending this event. MCLE certificates will be made available in the week following the event.

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

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.

Heckerling Review: In Light of What We’ve Learned At Heckerling, Kasner And In Our Collective Practices, What Should We Be Doing Before Year-End And Into 2022 – November 18th

Heckerling Review: In Light of What We’ve Learned At Heckerling, Kasner And In Our Collective Practices, What Should We Be Doing Before Year-End And Into 2022

Thursday, November 18, 2021
12:00-1:30 p.m.
Via Zoom

What a Long, Strange Trip It’s Been: From Heckerling in Sunny Florida in January 2020, to Virtual Heckerling in May, 2021. Laurelle Gutierrez, Charles (Chuck) Packer and Mark Shepherd will summarize recent developments; ponder whether retroactive means Déjà vu all over again; consider taking a break to stretch (an IRA);  worry about protecting our ass(ets)…more or less, time permitting. Please note that this is a 90-minute presentation.

Cost: Cost is $20 per person for members of the SMCBA Estate Planning Section and $30 for others. Cost includes 1.5 hours of MCLE 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 webinar. The written materials for the webinar will be emailed to attendees the day before and morning of the event. 

Contact Info for this Event: For questions about this event, please email smcba@gryphonevents.com or fax (510) 588-4543.

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.

All About Writs, with the California Appellate Law Group – October 8th

All About Writs, with the California Appellate Law Group

Friday, October 8, 2021
12:00-1:30 p.m.
Via Zoom

Please join the Family Law Section on Friday, October 8, 2021, for a presentation by three distinguished specialists, Robert Roth, Charles Kagay, and Susan Horst about family law writ petitions. Writs can be confusing and mysterious and can set the stage for dramatic reversals in litigation. We are excited that the California Appellate Project is joining us to shed some light on this power pre-trial procedural option.

Robert A. Roth has over 30 years’ experience as an appellate practitioner and more than 25 published appellate opinions that bear his name, and is widely regarded as one of the leading family law appellate specialists in California. He has won twice in the California Supreme Court, and represented the successful respondent in In re Marriage of Ostler and Smith (1990) 223 Cal.App.3d 33, which established the method California courts use to calculate division of bonus income. Mr. Roth was one of the first attorneys in California certified as an appellate specialist by the State Bar, and he has remained a certified appellate specialist for more than two decades. Mr. Roth frequently gives CLE presentations on appellate issues, and writes articles on matters related to appellate practice and family law. He also has extensive experience as an appellate mediator.

Charles Kagay has decades of appellate experience in both California and federal courts.  He frequently handles appeals involving complex or novel legal questions, and his cases have addressed first-impression questions of civil procedure and statutory interpretation, including issues related to antitrust law, administrative law, physician credentialing, and anti-SLAPP (Strategic Lawsuit Against Public Participation) motions.  He also handles trial court actions of an appellate nature, such as petitions for writs of administrative mandamus and bankruptcy appeals. Mr. Kagay has been certified as California appellate specialist by the Board of Legal Specialization of the State Bar of California for the past 14 years. 

Susan Horst is a specialist in writs of mandamus and prohibition in the California appellate courts. For more than 31 years, Ms. Horst served as the writ attorney for the California Court of Appeal for the First District, Division One, in San Francisco. Ms. Horst is one of the only practicing attorneys in California to have devoted virtually her entire career to appellate writs. As writ attorney in the First District, Susan evaluated thousands of pre- and post- trial writ petitions in all types of civil and criminal matters. In the process, she learned precisely what the justices on the Court of Appeal look for before taking the extraordinary step of granting writ relief — and what an opposing party needs to highlight to have the best shot at getting a petition denied. Ms. Horst’s three decades at the Court of Appeal gave her both extensive writing experience and a wide-ranging knowledge of substantive law. 

One hour of MCLE Credit will be provided for attendance. Please log in on the SMCBA website to print out your MCLE certificate after the event.

Cost: $30 for Family Law Section members and $40 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 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. 

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.

Negotiation tactics and tips for Executive Employment Agreements & Severance Agreements – September 23rd

Negotiation tactics and tips for Executive Employment Agreements & Severance Agreements

Thursday, September 23, 2021
12:00-1:30 p.m.
Via Zoom

This presentation will focus on the important clauses to be aware of and negotiate for in Silicon Valley entrepreneur and executive employment and severance agreements. The presentation will also include a discussion of equity agreements, management carveout agreements and change in control agreements and factors to consider when things go bad and litigating for the entrepreneur or executive is required.

The speaker, Jotham Stein is the principal of the Law Offices of Jotham S. Stein P.C. Mr. Stein has more than two decades of experience representing entrepreneurs and C-Suite executives running myriad types of companies as well as less senior employees of all size companies. Mr. Stein has negotiated numerous employment agreements, separation agreements, M & A agreements, change in control agreements, stock option agreements, restricted stock agreements, management carve out agreements, non-compete agreements, and much more. For more information about Mr. Stein visit www.jotham.com

You will receive one hour of General Law MCLE credit for attending this event.

Cost: $20 for Labor & Employment Section members and $30 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 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. If you are sending a check, make sure to note what event you are paying for 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. 

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.

When is Enough, Enough? Judicial Trustee Removal and Trolan v. Trolan (As seen in California Trusts & Estates Quarterly) – September 16th

When is Enough, Enough? Judicial Trustee Removal and Trolan v. Trolan (As seen in California Trusts & Estates Quarterly)
Thursday, September 16, 2021
12:00-1:15 p.m.
Via Zoom

In 2019, the Court of Appeal published an opinion regarding the probate court’s sua sponte removal of co-trustees.  Trolan v. Trolan, along with prior case law, provides important insight into the issue of trustee removal. Hoge Fenton attorneys Denise Chambliss and Ariel Siner will provide analysis and insight into the issue of trustee removal with recommendations for Dos and Don’ts in either petitioning to have a trustee removed or defending a trustee removal action.

You will receive one hour of General Law MCLE Credit for attending this event. MCLE certificates will be made accessible to attendees in the week following the event.

Cost: $20 for Estate Planning & Probate Section members and $30 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 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 smcba@gryphonevents.com or fax (510) 588-4543.

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.

Mitigating California Legal Malpractice Exposure in a Post Covid-19 World – August 26th

Mitigating California Legal Malpractice Exposure in a Post Covid-19 World
Thursday, August 26, 2021
12:00-1:15 p.m.
Via Zoom

Our speakers, Jason E. Fellner, Esq. a California Certified Legal Malpractice Attorney and Shareholder of Murphy, Pearson, Bradley & Feeney along with colleague Kevin Cardona, Esq.  will discuss and provide practical steps to avoid legal malpractice exposure and address new ethical issues that have surfaced for lawyers in a post-Covid-19 world.

You will receive 1 hour of Legal Ethics MCLE credit for attending this event.

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

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.