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!

 

Criminal Law Section – Fighting Wrongful Convictions – May 6

Criminal Law Section – Wrongful Convictions
Friday, May 6, 2022
12:00-1:00 p.m.
Via Zoom

Join the Criminal Law Section on Friday, May 6, 2022 for a noon webinar presentation by Attorney Aaron Aguas-Rao of the Northern California Innocence Project. This presentation will provide a general and introductory overview of what attorneys should know about wrongful convictions.  It will include an overview of the important work the Northern California Innocence Project does. Ms. Aguas-Rao will explain why wrongful convictions occur, and how California Penal Code 1473, Brady v. Maryland, 373 U.S. 83 (1963) and Schulp v. Delo 513 U.S. 298 (1995) apply.

Attorney Aaron Aguas-Rao got her BA at the University of California at Los Angeles and her J.D. at George Washington University.

Brady v. Maryland, 373 U.S. 83 (1963) was a case where a Maryland jury found both John Brady and Charles Boblit guilty of first degree murder. Brady said he only participated in the robbery, but not the killing. Both men got the death penalty. After the trial, Brady found out that Boblit had confessed to the murder, but the prosecution suppressed the evidence during Brady’s trial. The Maryland Court of Appeals held that the suppression of the confession denied Brady due process and they remanded the case to be considered of punishment only.

Schulp v. Delo 513 U.S. 298 (1995) was a case where a Missouri prisoner was convicted in participating in the murder of another inmate. The prisoner alleged constitutional error at his trial that deprived the jury of evidence that would have proved his innocence. The court said that Schulp could not satisfy the threshold showing of “actual innocence” required by Sawyer v. Whitley, 505 U.S. 333.

Cost: Free for section members and $10 for nonsection members. You will also receive 1 hour of MCLE credit!

Consistent with our prior virtual presentations that have qualified for MCLE credit, all attendees must register online prior to the event. Online registration will close on the morning of the event.

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

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. 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. You will receive 1 hour of General Law MCLE credit for attending this event. The MCLE certificates will be made available in the week following the event.

Barristers Section – Smart Strategies for Managing Student Loan Debt – May 10

Barristers Section – Smart Strategies for Managing Student Loan Debt
Tuesday, May 10, 2022
12:00-1:00 p.m.
Via Zoom

Please join the Barristers section on Tuesday, May 10, 2022 for a virtual presentation where Chris Welton and our partner Sarah Johnston from Gradfin will be discussing Federal and private student loan repayments options and up-to-date legislation along with ideas to help borrowers with forgiveness, refinancing, and monthly payment options. Feel free to pepper us with your questions – your situation may not be as unique as you think – we’ve seen them all!

Chris Welton is a Wealth Management Advisor & Managing Director, Silicon Valley office at Northwestern Mutual where he leads a team who work together with their clients to implement a financial plan that integrates risk management, wealth management, tax-efficient strategies, and estate planning. Chris earned an undergraduate degree in Political Science, Magna Cum Laude from Amherst College in Massachusetts, an MBA from UCLA’s Anderson School of Management and holds both Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. He and his wife Rosa live in San Mateo and love to cook, and are especially proud of all the vegetables they have grown in their garden during this pandemic!

Sarah Johnston leads the West Coast Business Development team for Gradfin based in Los Angeles. She focuses on the law community and has helped legal professionals save an average of $40K over the life of their loan. Sarah is a graduate from Arizona State University where she received a B.S. in Marketing.

Cost: free for members and $10 for nonmembers. Plus one hour of MCLE credit!

Consistent with our prior virtual presentations that have qualified for MCLE credit, all attendees must register online prior to the event. Online registration will close on the morning of the event.

Registration: Please log-in on the SMCBA website to register for this event. The Zoom invite and materials for the webinar will be emailed to attendees the day before and morning of the event.

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. 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. You will receive 1 hour of General Law MCLE credit for attending this event. The MCLE certificates will be made available in the week following the event.

Estate Planning and Probate Section – “Dad died, Mom is sick, and I am the Trustee – Now What?” – May 12

Estate Planning and Probate Section – “Dad died, Mom is sick, and I am the Trustee – Now What?”
Thursday, May 12, 2022
12:00-1:15 p.m.
Via Zoom

It is common to hear the following story in our practice –  Mom and dad have been married for decades. Mom’s memory has been getting a lot worse over the years, but I didn’t know how bad things were until Dad died. Dad did everything for her. Mom doesn’t know any of the accounts, passwords, or where the estate documents were. Dad did his best, but he had a lot on his hands caring for Mom. Now I am left as Trustee of their Revocable Trust and trying to take over Mom’s care. She can’t even be left alone for a few hours. What do I do?

Please join the Estate Planning and Probate Section on Thursday, May 12, 2022 where the speaker Elijah Keyes will cover the basic steps to administer a joint revocable trust after the first spouse’s death and key steps to protect the adult child trustee as she takes over without the help of the surviving parent.

Elijah Keyes is a Certified Specialist in Estate Planning, Trust and Probate law. He has more than 10 years experience in estate planning and trust work. With an office in Milpitas, he serves clients through the San Francisco Bay Area. Mr. Keyes graduated from Golden Gate University School of Law.

Cost: Free for section members and $10 for non-section members

Consistent with our prior virtual presentations that have qualified for MCLE credit, all attendees must register online prior to the event. Online registration will close on the morning of the event.

Registration: Please log-in on the SMCBA website to register for this event. The Zoom invite and materials for the webinar will be emailed to attendees the day before and morning of the event.

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. 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. You will receive 1 hour of General Law MCLE credit for attending this event. The MCLE certificates will be made available in the week following the event.

Legal Aid Society – 25th Annual ‘And Justice for All’ Luncheon – May 13

Legal Aid Society – 25th Annual ‘And Justice for All’ Luncheon
Friday, May 13, 2022
12:00-1:30 p.m.
Four Seasons Silicon Hotel
2050 University Ave.
East Palo Alto, CA 94303

Legal Aid Society of San Mateo County invites you to join your colleagues in the fight for Social Justice For All! The 25th Annual ‘And Justice for All’ Luncheon will be held on Friday, May 13, 2022 at the Four Seasons Silicon Valley Hotel.

To become a 2022 Legal Aid SMC Event Sponsor, download and return the form no later than March 22, 2022. To learn more, contact Gwen Barrett, Director of Development & Communications, at gbarrett@legalaidsmc.org or by phone at 650.558.0915

For more information, please visit the Legal Aid Society of San Mateo County’s calendar of events at https://www.legalaidsmc.org/events

Cost: See the attached form to learn more about the cost.

Registration: Click here to register

Family Law Section – Co-Mediation with a Neutral Financial – May 13

Family Law Section – Co-Mediation with a Neutral Financial
Friday, May 13, 2022
12:00-1:30 p.m.
Via Zoom

Please join the Family Law Section on Friday, May 13, 2022 for a presentation by Gretchen M. Wallacker and Karen D. Sparks on co-mediating with a financial neutral.  This presentation will cover the benefits that come with adding structure and support to a mediation with a financial neutral.  The presenters will discuss different process options for doing this and the pros and cons of each option, the range of tasks and input a neutral financial can accomplish/bring to the mediation table, and some case examples. 

Gretchen M. Wallacker started her own mediation and consulting firm, Wallacker Mediation & Consulting P.C. in February 2022.  She is a mediator, collaborative divorce attorney, consulting attorney for mediations, and handles premarital, postnuptial, and cohabitation agreements.  She is a Certified Family Law Specialist (ACFLS) and a fellow of the American Academy of Matrimonial Lawyers (AAML).  Gretchen also serves as a San Mateo County Volunteer Mediator, and she is the Past-President of the AAML Northern California Chapter

Karen D. Sparks, CDFA™, J.D. is the principal and owner of Divorce Financial Strategists™. In her capacity as a CDFA™, Ms. Sparks provides her clients with professional services as a trained and certified financial neutral expert with a unique blend of expertise in family law and the allocation of marital assets. Collaboration with the client includes asset analysis affecting child and spousal support, retirement benefits, investments, stock options, social security, real estate, tax implications of marital property trade off or buyout and many other areas of asset distribution including post-divorce matters.

You will receive 1 hour of General Law MCLE credit, including 1 hour of Family Law Legal Specialization credit, for attending this event. MCLE certificates will be made available in the week following 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. 200, 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.

Estate Planning and Probate Section – You Left Your Tab Open: Successfully Prosecuting Creditor’s Claims When Descendent Fails to Settle Up – May 19

Estate Planning and Probate Section – You Left Your Tab Open: Successfully Prosecuting Creditor’s Claims When Descendent Fails to Settle Up
Thursday, May 19, 2022
12:00-1:00 p.m.
Via Zoom

Please join the Estate Planning and Probate Section on Thursday, May 19, 2022 for a virtual presentation where our guest speakers Tomasene A. Knight and Kendal Fletcher of Sheppard Mullin will be discussing prosecuting and defending claims against trusts and estates and collecting on those claims post-judgment.  The presentation will include a discussion of the interplay between the statute of limitations under CCP section 366.2, the strict creditor’s claim requirements under Probate Code sections 9000 et. seq., and other relevant statutes of limitation, potentially running through the procedures and deadlines for establishing a claim as a creditor (including where there is no probate estate open), and procedures for and pitfalls of collecting on the judgment from non-probate/trust assets.

Tomasene A. Knight’s practice focuses on disputes over trusts, estates, conservatorships and other fiduciary matters. She represents individuals, corporate trustees, private professional fiduciaries, and families through all aspects of trust and probate litigation, at both the trial court level and on appeal, including in will and trust contests, breach of fiduciary duty cases, accounting actions, judicial construction and modification of trusts, elder abuse actions, and contested conservatorship proceedings. She got her B.A. at California State University, Sacramento in 2007 and then got her J.D. and graduated magna cum laude from the University of San Francisco in 2013.

Kendal Fletcher’s practice focuses on private wealth and fiduciary litigation, including but not limited to: will and trust contests, trustee removal and surcharge actions, contested conservatorships, complex accounting disputes, financial elder abuse actions, judicial construction and modification of trusts, and related “civil” claims. She got her B.A. at the University California, Davis, in 2007 and then received her J.D. from the University of San Francisco in 2011.

Cost: $20 for members and $30 for nonmembers. You also get 1 hour of MCLE credit.

Consistent with our prior virtual presentations that have qualified for MCLE credit, all attendees must register online prior to the event. Online registration will close on the morning of the event.

Registration: Please log-in on the SMCBA website to register for this event. The Zoom invite and materials for the webinar will be emailed to attendees the day before and morning of the event. 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.

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. 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. You will receive 1 hour of General Law MCLE credit for attending this event. The MCLE certificates will be made available in the week following the event.

Barristers Section – What Keeps You Up All Night? A General Seminar for Business Owners – May 24

Barristers Section – What Keeps You Up All Night? A General Seminar for Business Owners
Tuesday, May 24, 2022
12:00-1:00 p.m.
Via Zoom

Please join the barristers section on Tuesday, May 24, 2022 for a virtual presentation by Chris Welton on how to help small business owners and solo practitioners identify and prioritize risks, employee benefits, exit planning and personal financial security needs. 

Chris Welton is a Wealth Management Advisor & Managing Director, Silicon Valley office at Northwestern Mutual where he leads a team who work together with their clients to implement a financial plan that integrates risk management, wealth management, tax-efficient strategies, and estate planning. Chris earned an undergraduate degree in Political Science, Magna Cum Laude from Amherst College in Massachusetts, an MBA from UCLA’s Anderson School of Management and holds both Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. He and his wife Rosa live in San Mateo and love to cook, hike and hold dinner parties with interesting people!

Cost: free for members and $10 for nonmembers. Plus 1 hour of MCLE credit!

Consistent with our prior virtual presentations that have qualified for MCLE credit, all attendees must register online prior to the event. Online registration will close on the morning of the event.

Registration: Please log-in on the SMCBA website to register for this event. The Zoom invite and materials for the webinar will be emailed to attendees the day before and morning of the event.

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. 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. You will receive 1 hour of General Law MCLE credit for attending this event. The MCLE certificates will be made available in the week following the event.

ADR Section – Writing Settlement Agreements: Tips and Traps for the Unwary – May 25

ADR Section – Writing Settlement Agreements: Tips and Traps for the Unwary
Wednesday, May 25, 2022
12:00-1:00 p.m.
Via Zoom

Please join the ADR Section on Wednesday, May 25, 2022 for a virtual presentation with Walter Shjeflo, who is a partner in Fox, Shjeflo & Babu of San Mateo. Walt will draw up his 45 years’ legal experience to provide tips on drafting Settlement Agreements that work, including settlement agreements in trust and estate and probate disputes, stipulated judgments arising from business litigation and settlement agreements arising out of mediation and arbitration settings.

Walter Shjeflo graduated from Massachusetts Institute of Technology (B.S., 1974) and Hastings College of Law, University of California (J.D., 1977). He is admitted to practice in all state courts in California as well as the U.S. District Court, Northern District of California; U.S. District Court, Eastern District of Texas; U.S. Court of Appeals, Fifth Circuit; and the U.S. Court of Appeals, Ninth Circuit. His practice emphasis includes estate planning, decedents’ estates, probate administration, trust administration, conservatorship, guardianship, elder law, business, bankruptcy and real estate matters. Mr. Walt also serves as an arbitrator, mediator and Judge Pro Tempore of the San Mateo County Superior Court. 

Cost: Free for members of the ADR Section and $10 for non-section members.

Consistent with our prior virtual presentations that have qualified for MCLE credit, all attendees must register online prior to the event. Online registration will close on the morning of the event.

Registration: Please log in to the SMCBA website to register for this event. The Zoom invite and materials for the webinar will be emailed to attendees the day before and morning of the event.

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. 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. You will receive 1 hour of General Law MCLE credit for attending this event. The MCLE certificates will be made available in the week following the event.

Labor and Employment Section – Unions and Employment Law with Tom Lenz, Esq. – May 26

Labor and Employment Section – Unions and Employment Law with Tom Lenz, Esq.
Thursday, May 26, 2022
12:00-1:15 p.m.
Via Zoom

With a change in Administration, the National Labor Relations Board and the Agency’s new General Counsel will be looking at workplace issues with an eye toward expanding employee rights.  Many areas have been targeted for litigation, as federal labor law rights are often expanded by litigation rather than rulemaking.  Issues awaiting attention cover a vast range for all workplaces, whether or not employees are represented by a labor union.  This session will help practitioners advising or representing clients on workplace issues to identify the potential rights, claims, and pitfalls at play, affecting workplace rules, employee communications, safety and other protest activity, employee misclassification, and beyond.

Our speaker, Thomas A. Lenz is a partner at Atkinson, Andelson, Loya, Ruud & Romo, working from the Firm’s Pasadena, California office.  For over 30 years he has advised employers across California, and elsewhere, on workplace issues.  He leads the Firm’s labor relations practice.  He began his career with NLRB in Los Angeles, where his fluency in Spanish was frequently put to use in the cases he handled.  He is a past Chair and current Advisor of the Labor and Employment Law Section of the California Lawyers Association and an Adjunct Lecturer with the USC Gould School of Law.  He frequently appears in print and broadcast media to provide commentary on workplace issues of the day.

Cost: $20 for section members and $30 for non-section members.

Consistent with our prior virtual presentations that have qualified for MCLE credit, all attendees must register online prior to the event. Online registration will close on the morning of the event.

Registration: Please log-in on the SMCBA website to register for this event. The Zoom invite and materials for the webinar will be emailed to attendees the day before and morning of the event. 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.

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. 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. You will receive 1 hour of General Law MCLE credit for attending this event. The MCLE certificates will be made available in the week following the event.