How the Heckerling Did It Get To Be 2020? – Feb 20th

February 20, 2020
12:00 PM – 1:30 PM

Fresh from the 54th Annual Heckerling Institute on Estate Planning, Laurelle Gutierrez, Charles (Chuck) Packer and Mark Shepherd will discuss a Heck of a lot from the Institute, including but not limited to:

1.   Shrinkage (of the stretch-IRA)
2.   Growth (2020 inflation factors)
3.   Magic (of grantor trusts)
4.   C, or not to C (corporations)
5.   Paranoia (Powell or otherwise)
6.   Exit Stage Right (in light of Kaestner)
7.   Friends (may be your favorite charity)
8.   Gambling (with or by Grandma)
9.   And a Heck of a lot more (or less)

The Estate Planning and Probate Section welcomes Hopkins & Carley as sponsor of this luncheon seminar.

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

Cost: $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 1.5 hours of MCLE credit.

Registration and Information:
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.

How to E-File in San Mateo County – Feb 19th

San Mateo County Bar Association
333 Bradford St.
Board Room
Redwood City, CA 94063

The Barristers Section invites you to a “Brown Bag” E-Filing workshop on Wednesday, February 19, 2020 from 12:00pm to 1:00pm. The workshop will have an emphasis on Family Law as E-Filing became mandatory on January 21, 2020. During this workshop, speaker Joanna Wald and Crystal Long will give E-Filing demonstrations, tips and tricks on how to prevent rejections, and provide updates on local E-Filing rules and procedures.

1 hour of MCLE credit will be provided.

Cost: Free!

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

Defining and Achieving Realistic Financial Goals in Divorce – Feb 14th

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

Please join the Family Law Section on Friday, February 14, 2020, for a presentation on Defining and Achieving Realist Financial Goals in Divorce by Clari Nolet CFP®, CDFA®

As a senior wealth advisor at Team Hewins, Clari works collaboratively with other advisors to provide comprehensive financial planning and investment advice to women in transition, individuals and families. In addition, Clari has published a number of articles, and has been quoted as an industry expert in the media. Clari will provide practical tools to help identify and improve clients interaction with money and financial planning through the use of effective financial habit formation.   Clari will also demonstrate the value of visualization in financial planning to understand the short- and long-term outcomes of the tough decisions necessitated by the divorce process. Understanding the interaction of the many variables that impact a clients specific financial situation is complex.   Visualization can be an effective tool to assist clients in making informed realistic decisions during divorce financial planning, often reducing immobilization and fear.   This course will cover specific examples of visualization, including, but not limited to; comparing 4 options for the family home, a lump sum settlement versus support over time and the significant impact of spending in the financial planning process.

Clari Nolet, is a Certified Financial Planner and a Certified Divorce Financial Analyst with Team Hewins in Redwood City.  She holds a B.S. in Chemistry from Saint Lawrence University and an M.B.A. in Finance from Suffolk University’s Sawyer School of Management.  Clari has focused her practice on assisting women in transition organize and build their financial lives by setting and supporting their goals as they reinvent themselves.  Clari routinely assists parties and counsel in family law cases develop realistic financial goals and a plan for attaining those goals.  She has worked with family law counsel both as a consulting and testifying expert.  Prior to joining Team Hewins, Clari worked with Wealth Architects in Mountain View and Opes Advisors in Palo Alto.

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.

Guide to an Initial Estate Planning Meeting – Feb 13th

San Mateo County Superior Court
400 County Center
Dept 28
Redwood City, CA 94063
12:00PM – 1:15PM

Please join us for a New Attorney MCLE event, for a presentation on a Guide to an Initial Estate Planning Meeting with speaker Ariel Siner.

Estate planning is an important process for new clients, most of whom may have little or no background as to what an estate plan actually entails.  The initial meeting with new clients involves education as to terminology, structure and options for an estate plan as well as information-gathering by the attorney to ensure that they have everything needed to begin drafting.  Ariel Siner’s “Guide to an Initial Estate Planning Meeting” provides a guideline of what questions to ask, what concepts to explain, and how to translate complex legal terminology and concepts into layman’s terms for new clients.

Date: Thursday, February 13, 2020  12:00 – 1:15 p.m.

Cost: FREE but must RSVP.

Registration and Lunch: Log-in online and RSVP by Tuesday, February 11, 2020 or contact Andrea Nguyen at aan@coreylaw.com. Space is limited. Please sign up early as this promises to be a well-attended event. Please also let us know if your plans change.

1 hour of MCLE Credit will be provided.

Lunch will be provided by the SMCBA Estate Planning and Probate Section.

MCLE Reporting Deadline

How do I report my compliance for the 2017-2020 Reporting Period?

If you are in Group 3 (N-Z), the deadline to complete your MCLE requirements for the 2017-2020 reporting period is January 31, 2020.  If you completed your credits, submit your report of compliance no later than February 03, 2020 by logging into My State Bar Profile on the State Bar of California website and complete the Online Summary Log.

All active attorneys practicing law in California are required to complete a total of 25 hours every three years.  If you are in Group 3 your 25 hours  must be completed between February 1, 2017 through January 31, 2020.

  • At least 12.5 MCLE hours must be “participatory” CLE credit.
  • As part of the 25 hour requirement, attorneys must complete the following:
    • Legal Ethics: 4 hours (required)
    • Competence Issues (formerly known as Prevention, Detection and Treatment of Substance Abuse or Mental Illness): 1 hour (required)
    • Recognition and Elimination of Bias in the Legal Profession and Society: 1 hour (required)

Attorneys are responsible for tracking their own hours. The State Bar of California provides a Personal MCLE Log Form that can be downloaded and used to track MCLE hours. SMCBA members can view and download MCLE certificates by logging in to their SMCBA profiles. View the Instructions on How to Print MCLE Certificates.

For more information on credit details, exemptions and modified requirements, please visit the State Bar of California’s website.

2020 Legal Updates – Jan 23rd

Mistral Restaurant
370 Bridge Pkwy #6
Redwood City, CA 94065
12:00PM – 1:30PM

New Year, New Laws!

Join the Labor and Employment Section on January 23, 2020 for a presentation on Legal Updates by April S. Glatt. This presentation will go through the various 2020 California legislative updates. We will be discussing new laws, changes to existing laws, and discuss the practical considerations for lawyers to keep in mind when advising clients.

Our speaker, April S. Glatt, Partner at Chauvel & Glatt, and Chair of the Labor & Employment Section of the SMCBA is a seasoned litigator handling Employment (employer-side), from compliance through litigation of all employment related disputes, as well as Business disputes.

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.

The Year In Review – Jan 16th

San Mateo Elks Lodge
229 W. 20th Ave.
San Mateo, CA 94403
12:00pm – 1:30pm

Please join the Estate & Probate Section for a presentation featuring guest presenters: Steve Braccini, Patrick Kohlmann, and John Prokey on Thursday, January 16, 2020. The panelists will present their annual review of the latest legislative, case, and tax developments most significant to California trusts and estates practitioners. The program will include analysis and discussion to assist practitioners incorporating these developments into their practice.

Please note that this is a 90-minute presentation. Therefore, the speakers will begin promptly at 12:00pm.

We welcome Boston Private as sponsor of this Luncheon Seminar.

Cost: $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 1.5 hours of MCLE credit.

Registration and Information:
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.

Join Our Team!

The San Mateo County Bar Association has 2 job openings!

For the Program Coordinator position: We are looking for a competent Program Coordinator to undertake a variety of administrative and program management tasks. The Program Coordinator will be responsible for the planning and organization of the Fee Arbitration Program and Membership Services and other important operational duties.

For the Administrative Assistant position: We are looking for a master multi-tasker with excellent communication skills and an upbeat attitude. Candidates should be able to provide administrative support to ensure the efficient operation of the SMCBA’s legal programs and membership. The Administrative Assistant will also be responsible for the management of the MCLE program.

 

 

Competitive Salary and Benefits.

The San Mateo County Bar Association is an Equal Opportunity Employer.
-Principals only. Recruiters please don’t contact job poster.
-Do not contact us with unsolicited services or offers.
-No phone calls please.
Respond by January 12, 2020 at 5:00 p.m.

A Beginner’s Guide to Death and Divorce – Jan 9th

San Mateo County Superior Court
400 County Center
Judge Miram’s Courtroom – Dept 28
Redwood City, CA 94063
12:00pm – 1:15pm

Join speaker Sarah A. Brooks for a presentation on “A Beginner’s Guide to Death and Divorce” on Thursday, January 9, 2020 at noon. Ms. Brooks will provide an overview of the nuances of both death and divorce and how the probate code and the family law code intersect when an individual dies during a family law dispute.

The discussion will cover a basic understanding of the proper characterization of community and separate property assets and how they will ultimately be distributed to the spouse/former spouse, beneficiaries, or heirs as well as other issues to consider when administering a decedent’s trust or estate.

Sarah A. Brooks is a shareholder of Aaron, Riechert, Carpol & Riffle, APC and a Certified Specialist in Estate Planning, Trust, and Probate Law. Sarah focuses her practice on litigation arising from trust, estate, and conservatorship matters, including elder abuse litigation. A fierce advocate, she has successfully represented professional fiduciaries, beneficiaries, and others in all stages of litigation.

Cost: FREE but must RSVP.

Log-in on the SMCBA website to RSVP by Tuesday, January 7, 2020 or contact Sabrina M. Johnson. Please sign up as early as possible, and please let us know if your plans change.

Lunch will be provided by the SMCBA Estate Planning and Probate Section.

1 hour of MCLE Credit will be provided.

Top Family Law Cases of 2019 – Jan 3rd

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

Please join the Family Law Section on Friday, January 3, 2020, for a presentation by the peerless Garrett Dailey on some of the most compelling appellate cases of 2019. Garrett Dailey’s expertise on this topic is unparalleled, and we are most 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 2019 Year in Review, which will be held in Oakland on January 10, 2020, and in San Jose on February 1, 2020.

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.