SMCBA 2023 Installation of Officers and Annual Meeting- March 2
SMCBA 2023 Installation of Officers and Annual Meeting
Thursday, March 2, 2023
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, March 2, 2023.
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.
Cost: $80 per person. Judges attend for free but must register.
Registration: To register, please log-in on the SMCBA website or complete the registration form and email to events@smcba.org. Registration is limited to the first 100 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 16, 2023. All content is subject to editing and must be received in electronic Word format. Materials can be sent to events@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.
Family Law Section- Annual Judges Panel- March 10
Friday, March 10, 2023.
In person ONLY from 12:00pm-1:30pm at
Crowne Plaza Hotel – Foster City Executive Tower,
Bayview Room (7th floor)
1221 Chess Drive
Foster City, CA 94404
Please join us on Friday, March 10, 2023, 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 in the Bayview Room (7th floor) at Crowne Plaza Hotel, 1221 Chess Drive, Foster City, CA 94404.
Cost (includes lunch): $55 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.
ADR Section- Supreme Court and other 2022 Appellate Arbitration Decisions by James Madison of Madison Mediation and Arbitration- March 13
Monday, March 13, 2023 at 12:00pm
In-Person at:
2000 Alameda De Las Pulgas
Atrium Conference Room
San Mateo, CA 94403
Also available via Zoom
James Madison describes Supreme Court and other Appellate Court decisions on arbitration that came down in 2022 which everyone who practices in this area should know about.
Speaker: James R. Madison, of Madison Mediation in Menlo Park, California has more than 40 years’ experience as an arbitrator and more than 20 years’ experience as a mediator in both domestic and transnational cases, covering design and/or construction or employment disputes, technology and biotech disputes to real property, franchising, intellectual property, mortgage banking, advertising, international trading, personal property leasing, and vegetable seed breeding. Mr. Madison is an adjunct professor at USF in Arbitration, past president of the California Dispute Resolution Council, a member of numerous bar and legal organizations focusing on arbitration (including the American Bar Association Dispute Resolution Section, The Mediation Society, and the College of Commercial Arbitration), and a graduate of Stanford University for both his undergraduate and law degrees.
Cost: $25 for In-Person (lunch is included) and $25 Virtually for Members.
$35 for In-Person (lunch is included) and $35 Virtually for Non-Members.
Cost also includes 1.5 HRs of General 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.
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.
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.
For zoom cancellations, must be received at least 48 hours prior to the event for a full refund of the registration fee for those who register via Zoom. 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 Volunteer Training- March 1
Wednesday, March 1, 2023
Via Zoom at 12:00pm
Please join us on Wednesday, March 1, 2023, for a status conference volunteer training offered by The Honorable Rosendo Padilla, Jr. and Kevin Cunningham. The training will take place via Zoom.
This training is designed to teach both new and experienced attorneys the ins and outs of serving as a status conference volunteer attorney. Among other things, the training will cover:
• Role of the status conference volunteer;
• What is expected of the volunteer status conference attorney;
• Tips on getting pro per litigants to Judgment; and,
• Instructions on when and how to refer pro per litigants to other ADR options.
The Court would greatly appreciate your participation as a volunteer attorney. Calendars are held on Monday and Thursday afternoons, as well as Tuesday mornings.
Speaker: The Honorable Rosendo Padilla Jr. and Kevin Cunningham
Free for Family Law Section Members and $10 for Non-Section Members.
Cost 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.
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.
Please direct questions to: Brooke Murphy, Family Law Section Chair, at bmurphy@madiganlewis.com
For zoom cancellations, must be received at least 48 hours prior to the event for a full refund of the registration fee for those who register via Zoom. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount.
Funky Credit Day XXVIII – Jan 27, 2023
Friday, January 27, 2023
8:30 am – 5:15 pm
The Funky Credit Day Program is held each year for members of the State Bar of California who are actively practicing law. It is where you get those “funky,” hard to find credits. Our 2023 program will feature various presenters including attorneys and judges from San Mateo County Superior Court. Once again, this year in consideration of the ongoing COVID-19 pandemic, we will deliver our annual event virtually.
This Special MCLE Program will feature a total of 8 hours:
4 hours of Legal Ethics
1 hour of Recognition & Elimination of Bias
1 hour of Implicit Bias
1 hour of General Law
1 hour of Competence Issues
Click here to view the Agenda!
Click here to view the Speakers!
Cost:$160* Pre-Registration: Payment must be received by 12/31/22
$185* Registration received after 1/1/23
$350* Registration received after 1/13/2023
* Additional $50 for Non-SMCBA Members.
It’s never too early to meet your MCLE requirement!
Registration:
Please register online or complete the registration form and email to events@smcba.org. 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: Funky Credit Day.
Cancellations must be received no later than 01/13/2023 for a refund of registration.
Labor and Employment- 2023 Employment Law Legal Updates- January 26
Thursday, January 26, 2023
Via Zoom at 12:00pm
New Year, New Laws! This presentation will address the 2023 California legislative updates affecting the employment law field as we begin to navigate 2023. 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 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.
Cost: $20 for Labor & Employment members and $30 for non-section members. Cost 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.
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- Planning for Tomorrow…Today: The Role of a Professional Fiduciary in Estate Plans- November 10
Thursday, November 10, 2022
Via Zoom at 12:00pm
Description: Trust and estate attorneys often need to educate their clients on the various roles to be filled in an estate plan and professional fiduciaries are often the missing piece of the estate plan puzzle. The speakers will provide an overview of the professional fiduciary profession and will discuss common scenarios in which professional fiduciaries are called upon to serve in estate plan roles. The presentation will also cover, on a practical level, what services a professional fiduciary provides and what clients can expect when working with a fiduciary
Cost: Free for SMCBA members and $10 for non-members, cost includes 1.0 hour of General Law Credit
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 meeting. 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- Irrevocable Life Insurance Trusts (ILIT)- February 9
Thursday, February 9, 2023
Via Zoom at 12:00pm
This presentation will provide an overview of the Irrevocable Life Insurance Trust (ILIT) formation and funding process from start to finish. The presenters will begin by discussing what an ILIT is, as well as reasons to propose the estate planning tool of an ILIT to your clients. After discussing the basics of ILITs, the presenters will discuss considerations that you, as the planner, should reflect upon while drafting the ILIT. This will include tailoring the ILIT to your clients’ specific wants and needs. Lastly, the presenters will provide guidance in preparing the corresponding gift tax return (709).
Speaker: Megan L. Buggy, Esq., Caroline F. Trainor, Esq., Barulich Dugoni & Suttmann Law Group, Inc.
Cost: Free for SMCBA EP members, $10 for non-members. Cost 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.
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 & Probate Section- Subtrust Allocation for Litigation Attorneys- November 17
Thursday, November 17, 2022
Via Zoom at 12:00pm
Description: During this presentation, Judge Glen Reiser (Ret.) will discuss various critical aspects of subtrust funding as part of the trust administration process. Often, upon a first death of a spouse and, at times, upon the death of the second spouse to die or a single person, the subject trust includes requirements and guidance for administering the trust regarding the allocation of assets to various subtrusts for the benefit of one or more beneficiaries. As we are seeing it more and more in the courts and mediation, subtrust allocation decisions by a trustee can turn into having to defend a claim against such trustee for failure to, among other things, collect assets and obtain date of death values, property manage assets, and fairly allocate assets among subtrusts in accordance with the terms of the trust. The presentation will cover important concepts such as a trustee’s administrative duties, marital deductions, pro-rata allocation of assets, community property and separate property characterizations, gift and estate taxes, and portability, all in light of trust litigation. Judge Glen Reiser (Ret.) will teach these concepts by reviewing trust provisions and discussing hypotheticals and relevant recent case law. Litigators, trust administration lawyers, and estate planning lawyers will all benefit from attending this presentation to better allocate assets to subtrusts, lower the likelihood of litigation, and successfully complete the trust administration process
Cost: Cost is $20 per person for members of the SMCBA Estate Planning Section and $30 for others. Cost includes 1.0 hour of General Law MCLE.
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 meeting. 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 & Probate Section – Annual Holiday Party- December 15
Thursday. December 15, 2022
In Person and via Zoom
If you plan on attending this event in person:
Please arrive at Elks Lodge at 11:40am
229 W 20th Ave, San Mateo, CA 94403
The EP Section is pleased to announce its initial post-Covid live event. To celebrate the holiday season and end of the year, we are returning to the San Mateo Elks Lodge for our annual Judge’s luncheon.
We are pleased to have the Honorable Susan L. Greenberg, Probate Judge for the San Mateo County Superior Court, join us at our annual holiday party. Judge Greenberg will speak to our section regarding this past year on the Probate Bench and what to expect in 2023. This is a program you will not want to miss. Please arrive early as we expect this event to be well attended.
Lunch will be included for the in-person attendees.
For those members who wish to register for an online webinar rather than in-person luncheon, a live stream of the presentation will be available.
If you have questions for Judge Greenberg, please email them to Joe Gruber at jgruber@arcr.com, or to Jim Griffiths at jim@gryphonevents.com, and type “Judge Greenberg” in the subject line.
Cost: Cost is $50 per person for members of the SMCBA Estate Planning Section and $65 for others. Cost includes lunch and 1-hour MCLE.
Registration and Information: Please note that we have four registration options. Luncheon or Webinar, Member or Non-Member. The registration fee is the same for Luncheon and Webinar but you must register for the in-person Luncheon if you plan to physically attend the event. Due to venue costs and financial commitments, Webinar registrants will not be seated at the Elks Lodge without prior approval. Webinar registrants wishing to change to Luncheon attendance may request such by contacting smcba@gryphonevents.com no later than Monday, December 12th.