Estate Planner Liability for Transmutation Malpractice Arising Out of Divorce – Nov 21st

San Mateo Elks Lodge
229 West 20th Avenue
San Mateo, California  94403
12:00pm – 1:30pm

Please join the Estate Planning & Probate Section on Thursday, November 21, 2019, for a presentation on Estate Planner Liability for Transmutation Malpractice Arising Out of Divorce with John P. Golden, Esq. and Jennifer L. Mispagel, Esq.

The presentation will focus on Estate planning attorneys (and others) who often prepare transmutation agreements in connection with tax and estate planning for married clients.  This program will cover a myriad of problems caused by such agreements which usually arise during marital dissolution proceedings but can sometimes arise in the event of death of a spouse (or even in the creditor context).  The program will include tips on how to reduce (but not eliminate) the malpractice risk for the estate planner.

Presenter John P. Golden is a California Certified Specialist in Probate, Estate Planning & Trust Law in Hopkins & Carley.  With more than 35 years of experience in estate planning, John counsels clients on estate planning and administration of estates and trusts.

Presenter Jennifer L. Mispagel is an associate in Hopkins & Carley’s Family Wealth & Tax Planning Department. She represents individuals, families, trustees, executors and personal representatives in Estate Planning, Wealth preservation and transfers, and more.

Cost: $40 for members of the SMCBA Estate Planning Section who form us in advance that they will attend and $55 for non-section members. Cost includes lunch and one 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.

We welcome Mike Foor, Real Estate Broker, Intero as sponsor for this event.

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.

Map: http://tinyurl.com/SMElks

Fee Arbitration Program – 2019 Fee Arbitration Roundtable Training – Nov 14th

11:00 – 2:00 pm

Fox, Shjeflo, Hartley & Babu, LLP
2000 Alameda De Las Pulgas, 1st Fl.
San Mateo, CA 94403

The Client Relations Committee would like to invite new and seasoned arbitrators to attend the 2019 Fee Arbitrator Roundtable event. Attorneys will receive insightful views on how to handle the Fee Arbitration Program cases and tools to approach difficult situations.  Interested in arbitrating? Come see what it’s all about!!

The training will cover the following topics:

  • Detection and Analysis of Bill Padding Issues
  • How to Deal with Witnesses and Additional Documentation
  • Permissible Contact with Arbitrators
  • Role of Arbitrator v. Mediators Roles in MFA

This training is free for current SMCBA arbitrators and mediators, and only $40 for non-SMCBA arbitrators and mediators. 3 hours of General Law Credit will be provided.

To register, please contact Heena Khangura, Fee Arbitration Program Coordinator,  at (650) 298-4023,  or email FeeArb@smcba.org no later than Friday, November 8, 2019. 

 

Register Today!

Buss. Lit. Section – Discovery: Helpful Tips and Ways to Avoid Motions to Compel – Nov 13th

Crowne Plaza Hotel – Foster City
1221 Chess Dr.
Foster City, CA 94404
12:00 – 1:30 pm

Please join the Business Litigation Section on Wednesday, November 13, 2019, for a presentation on Discovery: Helpful Tips and Ways to Avoid Motions to Compel with Katherine Gallo.
Ms. Gallo will discuss common disputes involving civil discovery, and ways to protect your clients from a motion to compel and discovery sanctions.

Ms. Gallo has extensive experience including serving as Research Attorney for the Law and Motion Departments of the Alameda and San Mateo County Superior Courts, giving her a unique perspective on court process. Her responsibilities included all discovery motions as well as mediating ongoing complex discovery disputes. She has served regularly as a Pro Tem Settlement Judge, Court Ordered Arbitrator and as a Private Mediator. As a trial attorney, Ms. Gallo managed a full caseload of personal injury, product liability and commercial litigation matters.

Cost: $50 for Business Section members who RSVP by November 08, 2019 and $60 for non-section members and anyone who RSVPs after November 08, 2019.

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.

Register Today!

FL Section – Tax Consequences of Divorce – Nov 8th

12:00 – 1:30 pmCrowne Plaza Hotel – Foster City
1221 Chess Dr.
Foster City, CA  94404

Please join the Family Law Section on Friday, November 8, 2019, for a presentation by Beverly Brautigam, CPA, MBA in Taxation, PFS and Hal D. Bartholomew, CFLS, AAML.

Ms. Brautigam and Mr. Bartholomew will discuss tax issues that frequently arise in dissolution matters.

Ms. Brautigam owns and operates Brautigam & Co., a well-regarded CPA firm in Sacramento.  Ms. Brautigam is a CPA with an MBA in Taxation and over 40 years of tax experience.  She holds Series 7 and Series 66 licenses, is a registered representative with H.D. Vest Investment Services, and is a Personal Financial Specialist.  Beverly is a Past President of the California CPA Education Foundation and has received the Award for Instructor Excellence from the California CPA Education Foundation.  She has also taught in the Masters in Taxation program at Golden Gate University and has qualified as an expert in several California counties.

Mr. Bartholomew is a founding partner of Bartholomew & Wasznicky LLP, a Sacramento based family law firm.  He was in the first group of Certified Family Law Specialists in California, and is a Fellow of the American Academy of Matrimonial Lawyers.  He is the co-founder of the Sacramento Collaborative Practice Group and the founding president of Collaborative Practice of California.

Ms. Brautigam and Mr. Bartholomew frequently present together on the interplay of family law and tax issues and have taught for the California CPA Education Foundation for over 30 years.

Cost: $45 for section members and $55 for non-section members.

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. *Please 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.

1 hour of MCLE Credit will be provided for attendance.

Register Today!

LE Section – Recent Developments in LGBTQ Employment Discrimination Law – Nov 7th

12:00 – 1:30 pm

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

Please join the Labor & Employment Section on Thursday, November 7, 2019, for a presentation on Recent Developments in LGBTQ Employment Discrimination Law with David Nahmias, Esq. from Impact Fund.

Laws prohibiting sexual orientation and gender identity discrimination have shifted rapidly in recent years. This training will describe the current state of federal and California law protecting LGBTQ workers and workers with HIV/AIDS. Participants will learn how to recognize and eliminate explicit and implicit biases that harm LGBTQ people in the workplace, including inappropriate name and pronoun usage, unlawful invasions of privacy, and lack of access to gender-consistent facilities. The training will also identify practical considerations for lawyers when advising LGBTQ, especially transgender clients, and provide tips for ensuring an inclusive and affirming attorney-client relationship.​

Our speaker, David Nahmias, is a Law Fellow at the Impact Fund, a Berkeley-based non-profit legal organization that supports social justice through strategic litigation and advocacy, training, and grant-making. He leads Impact LGBTQ, the Impact Fund’s initiative to expand the community of advocates for low-income LGBTQ workers

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 event.

Register Today!

SMCBA – Diversity 11th Annual Speakers Series – Oct 17th

5:00 PM – 7:30 PM
San Mateo County History Museum
“The Old Courthouse”
2200 Broadway
Redwood City, CA 94063

Join Us!

The Diversity Committee is proud to present its award-winning 11th Annual Speaker series.

Our Guest Speaker this year is Justice Martin L. Jenkins. Justice Jenkins was named by Governor Gavin Newsome on Monday, January 14, 2019 as his judicial appointments secretary. Justice Jenkins stepped down from the bench to help shape California’s future judiciary by vetting candidates for vacancies in the state’s 1,800-judge appellate and trial courts.

Justice Jenkins joined the United States Department of Justice as a Trial Attorney, and was assigned to the Civil Rights Division-Criminal Section. As a lawyer in the Civil Rights Division, he prosecuted racial violence and police misconduct cases for several years. In 1989, Justice Jenkins was appointed by Governor George Deukmejian to the Oakland Municipal Court. In 1992, he was elevated by Governor Pete Wilson to the Alameda County Superior Court and in 1995, became the Presiding Judge of the Juvenile Division. Justice Jenkins was confirmed to his position as an Associate Justice of the California Court of Appeal, First Appellate District, Division Three, in 2008 where he served for 11 years.

The Following Recognition 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.

 

Register today!

FL Section – Negotiating & Drafting Pre and Post Marital Agreements – Oct 11th

12:00 pm – 1:30 pm
Crowne Plaza Hotel – Foster City
1221 Chess Dr.
Foster City, CA 94404

Please join the Family Law Section on Friday, October 11, 2019, for a presentation on Negotiating & Drafting Pre and Post Marital Agreements by Tanya E. Prioste, Esq., CFLS, AAML and Geniveve J. Ruskus, Esq., CFLS, AAML.  Ms. Prioste and Ms. Ruskus will provide tips and strategies for negotiating and drafting pre-marital and post-marital agreements.

Ms. Prioste is a partner in the Family Law Group at Lakin Spears LLP.  She is a Certified Family Law Specialist and a fellow of the American Academy of Matrimonial Lawyers (AAML) and the International Academy of Family Lawyers (IAFL). Her practice is devoted exclusively to family law. In addition to doing traditional divorce representation, Ms. Prioste is a mediator, acts as collaborative counsel in Collaborative Divorce cases and is a consulting counsel to mediations. She also prepares and negotiates premarital and postmarital agreements.  Ms. Prioste has been selected by her peers as among the top family lawyers in Northern California every year since 2004 and has frequently been named as one of the Northern California’s “Top 50 Women Lawyers” across all practice areas.

Ms. Ruskus is a partner in the Family Law Group at Lakin Spears LLP and is a Certified Family Law Specialist.  She is President Elect of the American Academy of Matrimonial Lawyers (AAML).  Ms. Ruskus’ practice currently emphasizes mediation and the employment of other alternate dispute resolution techniques.  In addition to her mediation divorce practice, she also handles premarital, cohabitation and postmarital agreements as well as post-dissolution and parentage matters.  She has been named a Northern California “Super Lawyer” every year since 2006 and has frequently been named as one of the Northern California’s “Top 50 Women Lawyers” across all practice areas.

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, October 8, 2019.

EP Section – Wine Not? California’s New Decanting Act – Oct 10th

12:00 pm – 1:30 pm

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

Please join the Estate Planning & Probate Section on Thursday, October 10, 2019, for a presentation on Decanting with Matthew Owens and Genevieve Larson.

The presentation will include 1) history of California decanting; 2) general description of decanting; 3) how to decant under the new legislation; 4) which trusts can be decanted; 5) decanting under expanded v. limited distributive discretion; 6) decanting limitations; and 7) decanting litigation.

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:
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.

Registration: Log-in to the SMCBA website

LE Section – Effectively Managing Leaves – Sept 26th

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

Please join the Labor & Employment Section on Thursday, September 26, 2019, for a presentation on Effectively Managing Leaves of Absence by Jasmine L. Anderson, Esq.   

This presentation will explore the challenges employers face when complying with federal and state leave laws, including the Family and Medical Leave Act (FMLA), the California Family Rights Act (CFRA) and California’s Pregnancy Disability Leave Law (PDL) and provide practical guidance for handling leave issues.

Jasmine L. Anderson is a Senior Attorney at Constangy, Brooks, Smith & Prophete, LLP.  She defends employers in all aspects of employment law matters before federal and state courts and administrative agencies. Jasmine handles a variety of claims involving discrimination, harassment, retaliation, failure to accommodate, wage and hour, denial of leave, and other employment law issues. Jasmine also provides advice and counsel to employers on how to prevent these claims and develop lawful and effective policies and practices.

Time: 12:00pm – 1:30pm

Cost: $55 for Labor & Employment Section members and $65 for non-section members. 

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 event

EP Section – HEMS: Trust Distributions for Health, Education, Maintenance and Support – Sept 19th

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

Please join the Estate Planning & Probate Section on Thursday, September 19, 2019, for a presentation on HEMS: Trust Distributions for Health, Education, Maintenance and Support and the limits of discretionary powers, presented by Kathleen Durrans and Krista Conover.

Description: This class will focus on the use of HEMS standards, and walk through various case scenarios.  

Presenter Kathleen A. Durrans is a shareholder of Aaron, Riechert, Carpol & Riffle, APC, and a Certified Specialist in Estate Planning, Trust, and Probate Law. Ms. Durrans is also a certified mediator and is a member of the San Mateo Probate ADR Program Panel. Ms. Durrans has been practicing in the areas of Estate Planning, Trust, and Probate Law since 1999. She is a graduate of the University of San Francisco School of Law, where she graduated Cum Laude. She was a member of the McAuliffe Honor Society and University of San Francisco Law Review. In 1998, she received the American Jurisprudence Award in Family Wealth Transfer Taxation.

Presenter Krista Conover is the Managing Director, Trust & Fiduciary Services of Boston Private. Ms. Conover brings more than a decade of trust and investment experience. Prior to joining Boston Private in 2004, Ms. Conover practiced law in San Jose, assisting clients to achieve their estate planning and business objectives. Prior to practicing law, Ms. Conover worked as a personal banker. Ms. Conover received her Bachelor of Arts in International Relations from University of California, Davis. She also received a JD from Santa Clara University’s School of Law. Ms. Conover is an active member of the California State Bar, the Silicon Valley Bar Association, the Financial Planning Forum and the San Francisco and Santa Clara County Estate Planning Councils. She also serves on the board of the El Camino Hospital Foundation and Santa Clara County Estate Planning Council.

Time: 12:00pm – 1:30pm

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. Payment is generally made by check or cash at the door to the event, although you may also register online (Bar members should log in to receive member pricing).

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.

Map: http://tinyurl.com/SMElks