Join Lawyer Referral Service Program

Do you practice in San Mateo County? 

The SMCBA is recruiting new panel members for the Lawyer Referral Service Program.

It is the mission of the Lawyer Referral Service Program to give as many people as possible access to competent legal assistance/representation. The success of the program lies in the work of lawyers, like you, who are willing to devote the time and effort necessary to make a difference. You too can be part of this mission by joining the LRS Program. 

Join the Lawyer Referral Service Program today!

 

SMCBA 2024 Installation of Officers and Annual Meeting- February 22

SMCBA 2024 Installation of Officers and Annual Meeting
Thursday, February 22, 2024
5:00-7:00 p.m.
San Mateo County History Museum “The Old Courthouse”
2200 Broadway
Redwood City, CA 94063

Join SMCBA for our Annual Meeting, Installation of Officers and Barristers, and Award Presentation on Thursday, February 22, 2024. 

The James M. Dennis Memorial Award, the William Nagle, Jr. Memorial Award, and the Dennis L. Woodman Memorial Award will be presented at this event. 

To all SMCBA Members, renew and enroll in auto-renewal before January 31st, 2024, to be entered in an opportunity drawing! SMCBA is giving you the chance to possibly win SMCBA Swag + $500 in gift cards! The winner will be mentioned after the James M. Dennis Memorial Award, the William Nagle, Jr. Memorial Award, and the Dennis L. Woodman Memorial Award are presented.

Cost:  $85 per person, Barristers at $65, and Judges attend for free but must register. 

Registration: To register, please log-in on the SMCBA member portal and register, or email events@smcba.org. Registration is limited to the first 165 attendees. 

If you wish to pay by check, please mail check payable to the SMCBA along with the registration form to SMCBA-Installation, 333 Bradford Street, Suite 150, Redwood City, 94063.

Sponsorship: To *sponsor this event, please complete and submit the registration form. Payment is due at the time of submission of your advertisement. 

Full page $600(Approx. 7.5 x 4 in.)Half Page $300(Approx. 3.5 x 4 in.) Business Card or Name Listing     $150

Advertising content information must be received by February 15, 2024.  All content is subject to editing and must be received in electronic Word format.  Materials can be sent to publications@smcba.org.  For more information contact Ahide Rodriguez (650) 298-4005 or ahider@smcba.org.

 *Contributions to the SMCBA are not deductible as charitable contributions but may be deductible under other sections of the Internal Revenue code.

Estate Planning and Probate Section- The Dos and Don’ts of Appearing In-Person and Remotely in Court (In Person – Brown Bag Lunch)- March 5

Tuesday, March 5th, 2024
This is an in-person event ONLY:

Please arrive at:
San Mateo County Superior Court at 11:40am
400 County Center Department 1
Redwood City, CA 94063

Description: This presentation will provide an overview of appearing in-person and remotely in court, with a focus on San Mateo County Probate Court. Ms. Toledo will provide practical advice and tips for new attorneys who would like to gain confidence appearing in court.

Speaker: Leticia G. Toledo, Esq. of Aaron, Riechert, Carpol & Riffle

Where: Department 1 of the San Mateo County Superior Court, 400 County Center, Redwood City, CA

Cost: Free for SMCBA EP Section members, $15 for non-members. Cost includes 1.0 hour of General MCLE credit.

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.

Business Litigation Section- Post-COVID Civil Trial Practices- March 5

Tuesday, March 5th, 2024
In Person MCLE / Networking Event

Location: Grand Bay Hotel
223 Twin Dolphin Drive
Redwood City, CA 94065

In Person Only

On the evening of Tuesday, March 5, 2024, Supervising Civil Judge, the Honorable Susan Greenberg, will discuss “Post-COVID Civil Trial Practices” in an informal address to the Business Litigation Section of the San Mateo Bar Association at the Grand Bay Hotel in Redwood Shores, California.

This event will be the first meeting of the Business Litigation Section since the end of COVID.  Members are invited to arrive any time after 5PM in the bar area to meet, greet, and catch-up.  We will move into a nearby conference room at approximately 6PM to hear remarks from Judge Greenberg who will speak and take questions for approximately one-half hour.  We will then recess back into the bar area for further fellowship and mixing.

Cost: $35.00 for SMCBA members, $50.00 for Non-SMCBA Members. Cost includes .5 Hours of MCLE Credit and a Drink Ticket. The bar is otherwise no-host.

Registration and Information: Please click on the button above 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.

Contact Info for this Event: For questions about this event, please email events@smcba.org

Cancellations must be received at least ONE WEEK prior to the event for a full refund of the registration fee. If you do not cancel within ONE WEEK or do not show up to the event, you will be charged the full amount

Family Law Section- Annual Judges Panel- March 8

Friday, March 8th, 2024
This is an in-person event ONLY:

Please arrive at:
San Mateo County Superior Court at 12:00pm
400 County Center Courtroom 2M
Redwood City, CA 94063

Please join us on Friday, March 8, 2024, for a special presentation covering the San Mateo County Family Law Hearing Officers’ courtroom policies, preferences, and pet peeves. 

The presentation will only be offered in-person only at the San Mateo County Superior Court at 12:00pm
400 County Center Courtroom 2M
Redwood City, CA 94063

Cost (includes lunch):  $50 for section members and $65 for non-section members. Cost also 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. 

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.

Barristers Section- Meet and Greet- March 21

Thursday, March 21st, 2024
This is an in-person event ONLY:

Please arrive at:
San Mateo County Superior Court at 2:30pm
400 County Center Courtroom 2M
Redwood City, CA 94063

The Barristers are the next generation of attorneys in the San Mateo County Bar Association and host over 20+ professional development and networking events each year.

During the annual Barristers Meet and Greet, you will meet with judges, District Attorneys, local practitioners, and court staff.  You will learn about how to locate different courtrooms, courthouse procedural “dos and don’ts,” and you will learn directly from the judges who preside in that courthouse.

We will have welcome remarks from the San Mateo County Bar Association, various bench officers, and local legal organizations, followed by a Q&A sessions with a panel of judges from Family Court, Criminal Court, and Civil Court.

This event is one of the SMCBA Barristers’ highlights of the year.

Labor and Employment- Dos and Don’ts of Workplace Investigations- March 28

Thursday, March 28th, 2024
This is a Zoom event ONLY:

What: Dos and Don’ts of Workplace Investigations

Conducting an effective workplace investigation is crucial. Despite their complex nature, these investigations continue to be increasingly important in today’s highly litigious workplace. Employers must not only protect employee rights when undergoing a workplace investigation while also making sure it is a thorough and detailed investigation. Our speaker will address the Dos and Don’ts of workplace investigations and  tricky situations and conundrums that may arise in the process.

Who: Shivani Sutaria, AWI-CH is an experienced employment law attorney and workplace investigator in the San Francisco Bay Area.  She is the founder of Shivani Sutaria Law Offices in San Mateo.  She is neutral, external investigator who conducts fact-finding investigations into employee complaints on harassment, discrimination, retaliation and other areas of misconduct.  She is an active member of the Association of Workplace Investigators (AWI), has completed AWI’s Training Institute for Workplace Investigators and is AWI Certificate Holder, was the Co-Convener of the AWI Silicon Valley Local Circle for several years, has served as faculty at four AWI Training Institutes, and is a Member of AWI’s Diversity & Inclusion Committee. Shivani received her Juris Doctor from the University of San Francisco School of Law, her Master of Arts degree in Sociology from the University of Southern California, and her Bachelor of Arts degree in Sociology from University of California, San Diego. 

 When: Thursday, March 28th 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 $35 for non-section members.

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.

Family Law Section- Family Law Lawyers are Trial Lawyers- February 16

Friday, February 16, 2024
Via Zoom ONLY at 12:00pm

Description: Please join the Family Law Section on Friday, February 16, 2024, for a presentation by Jessica Dayton and Mirissa McMurray.

Family Law Lawyers Are Trial Lawyers. There is no reason for your family law trial to be prepared with any less precision than any other litigation. Jessica Dayton and Mirissa McMurray are experienced litigators who will share practice pointers on how to streamline your trial prep and make the most of your pre-trial exchange with opposing counsel. They will provide strategies on use of experts, presentation of evidence, and motions in limine. With the exception of the newly passed SB741, the rules of Evidence do indeed apply to family law trials. They will discuss this and other necessary skills for an effective presentation of your case.             

Jessica Dayton, a founding partner of ADZ Law, LLP, is a Certified Family Law Specialist who dedicates her practice to representing victims of domestic violence and sexual assault. Her practice includes pursuing civil tort remedies for survivors against first and third party perpetrators, as well as advising and advocating for victim’s rights in criminal cases. Ms. Dayton is the current president of the San Mateo County Trial Lawyers association and serves on the advisory boards of the Family Violence Appellate Project and WOMEN-SV. Ms. Dayton is active in local and national public policy advocacy and has worked on many legislative campaigns regarding domestic violence, sexual assault and victims’ rights.

Mirissa McMurray is a Certified Family Law Specialist who appreciates how Family Law allows practitioners to advocate in such a vast variety of topics ranging from parentage, to restraining orders, business valuations and fiduciary duties. Her first years in Family Law were at Bay Area Legal Aid and the Family Law Facilitator’s Office. She has been in private practice since 2009. Ms. McMurray’s enthusiasm for the art of trial advocacy leads her to coaching her Alma Mater’s high school mock trial team as she has done for over 15 years. She serves on the Pro Bono Advisory Committee for the Legal Aid Society of San Mateo County and the San Mateo County Bar Association Lawyer Referral Service Committee.

Cost: Cost is $45 per person for members of the SMCBA Family Law Section and $60 for Non-Section Members. Cost includes 1.0 hour of General Law MCLE.

Registration and Information: Please click on the button above 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 and Probate Section- Heck Yes: We Went, We Saw, We Report Back From the 58th Annual Heckerling Institute- February 15

Thursday, February 15th, 2024
In Person ONLY at 12:00pm

Please arrive at Elks Lodge at 11:40am
229 W 20th Ave, San Mateo, CA 94403

IN PERSON ONLY

Event Description:

While none of the speakers were there 58 years ago, they have been attending the Heckerling Institute on Estate Planning for over 25 years and will cover the important developments from last month’s Institute.

This presentation is being supported through the generosity of Hopkins & Carley, a premier Silicon Valley law firm with more than 55 years of experience and offices in Redwood Shores and San Jose, and a small outpost in San Francisco. Meeting the legal needs of entrepreneurs, high-net-worth individuals, business owners, and midsize and public companies in a variety of industries, we advise clients in business litigation, intellectual property, real estate, employment, estate planning, and corporate, tax, and business transactions.

About Our Speakers:

Laurelle M. Gutierrez is a partner in the San Francisco and Silicon Valley offices of the global law firm McDermott Will & Emery.  She has a diverse practice representing ultra high-net-worth individuals and their families with respect to all aspects of income, gift, estate and generation-skipping wealth-transfer tax planning, as well as trust and estate administration. Laurelle has extensive experience in the design and implementation of sophisticated intergenerational wealth-transfer planning strategies.  She advises domestic and multinational high-net-worth clients and families to develop and orchestrate innovative solutions around wealth transfer, philanthropic giving and multifaceted estate planning needs.  She advises trustees and executors with complex probate and trust administrations, including successfully representing clients in estate tax and gift tax audits. Laurelle frequently writes and speaks on sophisticated estate planning and fiduciary income tax issues for professional organizations, including the American Law Institute, the Heckerling Institute on Estate Planning, the State Bar of California, CalCPA Society, the Society of Trust and Estate Practitioners, the Jerry A. Kasner Estate Planning Symposium and the various local County Bar Associations in the San Francisco Bay Area.

When not serving as the Chair of the Jerry A. Kasner Estate Planning Symposium, Charles Packer is a Shareholder (Partner) with Hopkins & Carley, A Law Corporation, located in their San Jose office.  Chuck has previously served on the Firm’s executive committee, as well as Co-chair of the Firm’s Family Wealth & Tax Planning Practice. Chuck obtained his JD/MBA from Santa Clara University in 1980 and started his professional career in the tax practice at Cooper & Lybrand (the predecessor to PwC).  Chuck has practiced in the area of trusts & estates law since 1986, and is a Fellow of The American College of Trust and Estate Counsel (“ACTEC”).  He provides strategic planning counsel on estate, gift and philanthropic tax planning with a primary focus on issues concerning estate planning, sophisticated wealth transfer planning and family business. 

Mark Shepherd was admitted to the California Bar Association in December 1982, and has been a shareholder in the Crist Firm in Palo Alto, California (now called Crist, Biorn, Shepherd & Roskoph) since 1997. Mark currently serves as the Speaker Chair for the Jerry A. Kasner Estate Planning Symposium Committee.  The dates for the 2024 Symposium are: September 5th and 6th. Mark has taught and lectured in the areas of taxation and estate planning for many years.  He has previously taught courses at Santa Clara University School of Law and in the graduate tax program at San Jose State University.

Mark has appeared in U.S. Tax Court twice, including acting as co-counsel in the U.S. Tax Court case, Estate of Maria Cristofani. 

Cost: is $50 per person for members of the SMCBA Estate Planning Section and $65 for non-members. Cost includes lunch and 1.0 hours MCLE

Labor and Employment- 2024 Employment Law Legal Updates- January 25

Thursday, January 25, 2024
Via Zoom ONLY at 12:00pm

What: 2024 Employment Law Legal Updates

New Year, New Laws! This presentation will address the 2024 California legislative updates affecting the employment law field as we begin to navigate 2024. We will be discussing new laws, changes to existing laws, and discuss the practical considerations for lawyers to keep in mind when advising clients.

 Who: Our speakers are April S. Glatt, Partner at Chauvel & Glatt and Senior Associate Natalia Cañas.  Their practice area focuses on representing employers only relative to the myriad of employment-related laws and requirements from compliance up and through litigation. To learn more about April or Natalia visit www.chauvellaw.com.  

 When: Thursday, January 25th from 12:00 – 1:15 p.m.

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

 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 $35 for non-section members.

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.