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.

Family Law Section – Complex Business Valuation – June 10

Family Law Section – Complex Business Valuation
Friday, June 10, 2022
12:00-1:30 p.m.
Via Zoom

Please join the Family Law Section on Friday June 10, 2022 for a presentation by Neil Beaton.  This presentation will cover early-stage business valuation and the complexity of analyzing the value of venture backed businesses with no income and intangible assets.

Neil Beaton is the Managing Director at Alvarez & Marsal Valuation Services in Seattle, WA.  With more than 25 years of experience analyzing both closely and publicly held companies, Mr. Beaton has particular expertise in the valuation of early-stage, venture-backed companies and has written and spoken extensively on valuation techniques for companies with complex capital structures. He has valued companies in most major industry groups including manufacturing, utilities, telecommunications, oil and gas, transportation, wholesale, retail and service industries both domestically and internationally. Mr. Beaton is a Certified Public Accountant (CPA), Chartered Financial Analyst (CFA) and Accredited Senior Appraiser (ASA). He is accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF), and is a member of the American Institute of Certified Public Accountants (AICPA), the CFA Institute and the American Society of Appraisers. In addition, he is a frequent lecturer at local universities, an instructor for the AICPA’s business valuation courses and speaks nationally on business valuation with a special emphasis on early stage and high technology companies.

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. 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. 

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.

Family Law Section – Silicon Valley Entities: Structures and Equity Compensation, Michèle M. Bissada, CFLS, AAML – April 8

Family Law Section- Silicon Valley Entities: Structures and Equity Compensation, Michèle M. Bissada, CFLS, AAML
Friday, April 8, 2022
12:00 p.m.-1:30 p.m.
Via Zoom

Please join the Family Law Section on Friday, April 8, 2022, for a presentation by Michèle Bissada on Silicon Valley Entities: Structures and Equity Compensation.  This presentation will cover what family law attorneys should know about Silicon Valley startups and venture capital entities, including an overview of the different types of equity compensation, why they are issued, typical vesting schedules, and how securities are valued in private and public companies. Michèle’s expertise in the venture capital arena is based on her 28 years of practice and her Silicon Valley based practice on high asset highly complex financial cases.

Michèle Bissada is a partner at Flicker, Kerin, Kruger & Bissada, LLP, located in Menlo Park.  She is a Certified Family Law Specialist (ACFLS), a fellow of the American Academy of Matrimonial Lawyers (AAML), rated by Martindale Hubbell as an AV Preeminent attorney in her field and has been nominated as a Super Lawyer each year since 2006.  Michèle has also been selected for several years as Top 50 Women Northern California Super Lawyers and Top 10 Northern California Family Law Super Lawyers and Top 100 Overall Northern California Super Lawyers .  Michèle specializes in high-asset family law cases, including complex financial and high conflict custody issues.  She also serves as a mediator directly for parties in dissolution or desiring of premarital or cohabitation agreements; as a neutral mediator for attorney-assisted mediation; and as a private settlement judge for family law matters.  Michèle acts as San Mateo County Fee Arbitrator and has in the past also served as Judge pro tem for the Santa Clara County Superior Court.  Michèle serves on the AAML Northern California Chapter Board and is the current President-Elect of the Northern California Chapter of AAML.  Michèle served as 2011 San Mateo County Bar Association President and continues to be involved with the Bar Association.

Cost: $30 for members and $40 for nonmembers. You will also receive 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.

Family Law Section – Annual Judges Panel – March 11

Family Law Section – Annual Judges Panel
Friday, March 11, 2022
12:00-1:30 p.m.
Via Zoom

Please join the Family Law Section on Friday, March 11, 2022, for our annual Judges Panel. Judges Greenberg, Franchi, Holt, and Reyna, as well as Commissioners Padilla and Halperin will join us for a special presentation covering their courtroom policies, preferences, and pet peeves. 

Judge Susan L. Greenberg was the San Mateo County Court Commissioner from 2000 to 2014. Prior to that, she was an attorney in private practice. Her first position in her legal career was as a deputy district attorney in the San Mateo County District Attorney’s office. Judge Greenberg received her undergraduate degree from Claremont McKenna College in 1981, and she earned her J.D. from Hastings College of Law in 1984.

Judge Don R. Franchi is a judge for the Superior Court of San Mateo County in California. Mr. Franchi earned his B.S. from California State University at Hayward and his J.D. from Pepperdine University.

Judge Rachel E. Holt is a judge for the Family Law Division of the San Mateo County Superior Court in California. She was appointed to the bench by Governor Gavin Newsom on April 28, 2020. Hon. Rachel E. Holt earned a J.D. from Santa Clara University School of Law in 1997. After graduating from law school, Honorable Holt began her legal career as a deputy district attorney in the San Mateo County District Attorney’s Office in 1998. She served in that capacity until 2002, at which time she began working as a sole practitioner at the San Mateo County Private Defender Program. For much of the time, Holt also worked as a partner at Carr Yeley & Associates. Then, in 2014, she was selected to serve as a court commissioner for the San Mateo County Superior Court.

Judge Renee C. Reyna is a commissioner for the San Mateo County Superior Court in California. Reyna earned a J.D. from the University of California, Davis School of Law.

Commissioner Christine Padilla is a San Mateo County native and has been employed by the United States House of Representatives since 2005. She is currently a Senior Field Representative for the Office of Congresswoman Anna G. Eshoo. Previously, Christine served as a Senior Field Representative to the late Congressman Tom Lantos, who served as chairman of the Foreign Affairs Committee. Prior to her career in government, Christine was an Executive Director for a non-profit arts organization, and held several leadership positions organizing and promoting film festivals, music endeavors, theatrical performances and community-building projects.

Commissioner Ernst A. Halperin is a Civil Commissioner.

Cost: $30 for members and $40 for nonmembers. You can also earn 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 wish to pay by check, please send your check payable to SMCBA, to: 333 Bradford St., Ste. 150, Redwood City, CA 94063. Attn: Events. *Please note which event you are paying for 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. 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.

Family Law Section – Status Conference – March 4

Family Law Section – Status Conference
Friday, March 4, 2022
12:00-1:00 p.m.
Via Zoom

Please join the Family Law Section on Friday, March 4, 2022 for a presentation where speakers Kevin Cunningham and Honorable Don Franchi will be there to discuss how to help pro per litigants with their disclosures, answer family law questions, how to help them resolve disputes and how to assist them with their judgment packages. Volunteering at the Status Conferences is a great way to give back and learn or refresh your skills. 

Kevin Cunningham graduated from Golden Gate University SOL in San Francisco, CA. Mr. Cunningham has been practicing law since 2005.

Honorable Don Franchi is a judge for the Superior Court of San Mateo County in California. Judge Franchi earned his B.S. from California State University and his J.D. from Pepperdine University.

Cost: The cost is free for members and non-members. You will earn 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. 

Family Law Section- BIAS is a Four-Letter Word – Feb 23rd

FAMILY LAW SECTION – BIAS IS A FOUR-LETTER WORD
Wednesday, February 23, 2022
12:00-1:30 p.m.
Via Zoom

Please join the Family Law Section on Wednesday, February 23, 2022, for a presentation by Vocational Experts Soma McCandless and Marlis Bruns on recognizing BIAS in the vocational evaluation process. They will provide recommendations on how to help ensure an impartial evaluation for your client.  An objective evaluation can be used to help settle support issues in your dissolution cases.

Both Marlis and Soma evaluate individuals for the purpose of assessing future employability and wage earning capacity in conformity with California Family Code, Section 4320. They are knowledgeable of local area training and education programs, current employment conditions, job markets and compensation in the Bay Area.

Marlis Bruns has been a Vocational Evaluator Since 2001.  She has qualified and testified as a court expert in Contra Costa, Alameda, San Mateo, San Francisco, Santa Clara, San Joaquin, Solano and Sacramento Counties. She has also performed out-of-state assessments and qualified to testify in Colorado and Texas. Marlis has a Master’s of Arts degree in Counseling Psychology from the Golden Gate University and a Bachelor’s of Arts degree from California State University, Chico. She belongs to the following professional associations: Bay Area Vocational Experts, American Board of Vocational Experts (Diplomat), National Career Development Association, California Career Development Association, Alameda County Bar Association, Contra Costa County Bar Association.

Soma McCandless has been a Vocational Evaluator since 2018.  She draws from her experience of over 14 years in the fields of technology consulting, education and the nonprofit sector.  She has qualified and testified as a vocational expert in Santa Clara, San Mateo and Contra Costa Counties.  She obtained a  Bachelor’s of Science degree in Mechanical Engineering from Massachusetts Institute of Technology (MIT).  She also has a Master’s of Arts degree in Education with focus on Multicultural Counseling and a Mental Health Recovery and Trauma Informed Care Certificate from San Diego State University.  She belongs to the following professional associations: Bay Area Vocational Experts, American Board of Vocational Experts, and the National Career Development Association.  

You will receive 1 hour of General Law and Recognition and Elimination of Bias MCLE 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. 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. 

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.

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.

Collaborative Divorce: Yeah, it’s a real thing – September 11

COLLABORATIVE DIVORCE: YEAH, IT’S A REAL THING
Friday, September 11, 2020
12:00-1:30 p.m.
Via Zoom

Please join the Family Law Section on Friday, September 11, 2020, for a presentation by Tanya E. Prioste Esq., Elaina C. Serotte, CFP®, CDFA, and Ariella Goodwine Fisher, MFT about Collaborative Divorce.

Have you ever wondered about Collaborative Divorce, questioned how it works and how it helps families in a divorce?  Well, wonder no more. In this presentation, a lawyer, a financial expert and a mental health professional will give you the overview of what a Collaborative Divorce is, how it works, who’s involved and what’s expected of the clients. 

With this presentation, you will become educated about Collaborative Divorce as a process option for divorcing families so that you can inform your clients about all of their divorce process options and maybe even become involved in this process option yourself.

Tanya E. Prioste is a partner in the Family Law Group at Lakin Spears LLP and a Certified Family Law Specialist, certified by the State Bar of California Board of Legal Specialization. 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 as a consulting counsel to mediations. She also prepares and negotiates premarital and postmarital agreements. Tanya is on the Board of Directors for Collaborative Practice California, and has also co-authored several articles and presented on numerous family law topics.

Elaina C. Serrotte is a Certified Financial Planner practitioner (CFP) and Manager at Parallel Advisors. Elaina has more than 17 years of experience in the financial services industry creating financial plans and wealth transfer strategies for individuals and families. As a Certified Divorce Financial Analyst, she works primarily with individuals through and post dissolution. Elaina works with family law counsel and their clients to organize information for their PDD’s, create cash flow analyses, portfolio analyses, and settlement strategies. She works as co-mediator, with attorney assisted mediation, on negotiated settlements and in collaborative divorce settings. 

Ariella Goodwine Fisher is a Private Practice Psychotherapist, Mediator, Parent Coordinator, Child Custody Evaluator and Collaborative Divorce Coach in San Mateo. She has been a frequent guest lecturer and trainer regarding mental health and addiction issues, and has extensive experience working with children and families going through the divorce process.

Due to continued Shelter-in-Place restrictions, this event will be hosted via Zoom.  Consistent with our prior virtual presentations that have qualified for MCLE credit, all attendees must register online prior to the event. The Zoom invite and materials for the event will be provided by the SMCBA prior to 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. The Zoom information and materials for the webinar will be emailed to attendees the day before and morning of the event. If you wish to pay by check, still, please register online first and send your check payable to SMCBA, to: 333 Bradford St., Ste. 200, Redwood City, CA 94063. Attn: Events. *Please note which event you are paying for and the name of the attendee.

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.