Practical Considerations Under the Newish Ethics Rules – Feb 27th

The rules of professional conduct are rules that every attorney must keep in mind while practicing law. The presentation will discuss the practical application of the rules of professional conduct in every day practice. This presentation will be interactive, and include best practices, from retention through termination of the attorney-client relationship, to comply with the rules of professional conduct.

The speaker, Russell S. Roeca is a State Bar certified professional malpractice attorney representing both underlying clients and lawyers in professional liability related matters.  As well as, counsels and represents lawyers before the State Bar Court in disciplinary matters.

Date: Thursday, February 27, 2020

Time: 12:00PM – 1:30PM

Location: Mistral Restaurant –  370 Bridge Pkwy #6, Redwood City, CA 94065

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.

Power Hour: Work Life Balance – Feb 28th

Aaron, Riechert, Carpol & Riffle
333 Twin Dolphin Dr., Ste. 350
Redwood City, CA  94065

February 28, 2020
12:00 PM – 1:00 PM

Please join us for our third “Power Hour,” where we will share with fellow members our ideas and experiences relating to the topic of work-life balance. We will have moderators to encourage the conversation, but it will be an open forum for members to meet one another, and share and learn from one another’s experiences.

This is a free event. Although lunch will be provided and everyone is welcome, we ask that you please register for this event in order to ensure there is enough food.

Registration: Please login on the SMCBA website to RSVP for this event or to the WLS treasurer Sumble Manzoor by contacting her at or (650) 871-5666.

RSVP by Wednesday, February 26, 2020.

Status Conference Volunteers Needed

Calling all Family Law Attorneys:

Department 15 urgently needs status conference volunteers.

Volunteering at the Status Conferences is a great way to give back and learn or refresh your skills.

This is a great opportunity to feel a real sense of accomplishment as you help pro per litigants with their disclosures, answer their family law questions, help them resolve disputes and reach settlement, and assist them with their judgment packages.  If this is your first time volunteering, Judge Franchi or other volunteers will be there to assist you.

Also, if you are planning on being at Court for a Status Conference in another Department, they will try to get you in towards the beginning of their calendars if you inform their Clerks that you are scheduled to volunteer in Department 15.

Snacks will be provided.

Please click on this link to sign-up.

Drinks Are On Us!

The San Mateo County Bar Association is proud to bring back the popular membership referral program, DRINKS ARE ON US.

How it works: Invite someone to become a member of the Bar Association or renew their lapsed membership (someone who has not been a member since 2017 or prior).  If that person becomes a member, you will receive a $10 gift card for either Jamba Juice, Peet’s or Starbucks (your choice).  You must send an email to the Membership Department at indicating your name, contact information, and the name of the person referred; remember to specify which gift card you would like!

There is no limit on the number of gift cards or referrals. Gift card(s) will be sent out upon confirmation of new or renewal of membership. This offer is good for both attorney and non-attorney membership referrals.  So go out there and ask your friends – “Are you a member of the San Mateo County Bar Association?”

Remember, membership for new attorneys is FREE for the first twelve (12) months!

For more information about membership with SMCBA, please visit our membership page.

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 or fax (510) 588-4543.  For questions about this event, please email 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.

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 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.