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.

Criminal Justice and Barristers Section- Traffic Law and Procedure- February 9

Thursday, February 9, 2023
Via Zoom at 12:00pm

The panelists in this webinar will discuss the basics of Traffic Court procedure and provide procedural tips and strategies to defend traffic violations. All phases of a traffic violation case will be covered. Panelists will discuss speeding and red-light camera tickets.


Practical advice on how to handle traffic matters in local criminal courts with a focus on the most commonly charged offenses. This webinar is for attorneys who do not typically appear in traffic court but wish to provide competent advice and/or representation.

Speakers:
David Uthman
– Owner and attorney of the Traffic Law Clinic and former law enforcement officer.
Yosef Totah– Experienced San Mateo County based criminal defense attorney who handles criminal and traffic matters.
David Nazzaro– Co-Chair Criminal Justice Section and local criminal defense attorney

Cost: $10 for members and 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 david.t.nazzaro@gmail.com

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.

Family Law Section- Cryptocurrency Matters- February 10

Friday, February 10, 2023

In Person and Via Zoom

Please arrive at Crown Plaza Hotel at 11:40am

1221 Chess Dr. Bayview Room (7th floor), Foster City, CA, 94404

Attendees will learn how to request records related to cryptocurrency exchange accounts, how to validate and affirm the completeness of records provided, and how to verify holdings outside of an exchange account. Attendees will also review how to vet an expert for a cryptocurrency matter and learn some of the valuation considerations for various cryptocurrency assets such as liquid assets, ICOs (Initial Coin Offerings), and NFTs (Non-Fungible Tokens).

Dorothy Haraminac provides economic damage calculations, asset tracing, and valuation in complex disputes, performs fraud investigations, has testified on bitcoin & cryptocurrency tracing and in commercial oil & gas disputes, and performs diligence and compliance analysis for FinTech and M&A.  Ms. Haraminac serves on the Advisory Board for Houston Christian University (HCU) and on the Editorial Board for The Value Examiner, volunteers her time to train law enforcement, attorneys, and accountants on cybercrime risk, blockchain compliance, and cryptocurrency investigations, and is a professor of Cyber Engineering.  She also served on the Litigation Forensics Board for NACVA, where she spearheaded the direct acknowledgement of military experience in lieu of a degree for the MAFF credential qualifications, making it one of the first NASBA-accredited financial credentials to do so.

Speaker: Dorothy Haraminac

In-Person Cost (includes lunch):  $55 for section members and $65 for non-section members.

Zoom Cost:  $40 for section members and $50 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

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.

Estate Planning and Probate Section- Annual Heckerling Recap- February 16

Thursday, February 26, 2023
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

Description: Having just returned from Annual Heckerling Institute on Estate Planning, Laurelle GutierrezChuck Packer and Mark Shepherd will attempt to cram 30 hours of latest thinking into one hour.

Cost: Cost is $50 per person for members of the SMCBA Estate Planning Section for the luncheon ($30 for webinar) and $65 for non-members for the luncheon ($45 for the webinar). Cost includes lunch and 1.5 hours MCLE for live event attendees.

Please note that we have four registration options. Luncheon or Webinar, Member or Non-Member. Webinar registrants wishing to change to Luncheon attendance must contact the SMCBA offices at events@smcba.org prior to Monday, February 13th.

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.

Directions:

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.

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.

Labor and Employment- A “Viking River Cruise” down the Private Attorneys General Act (PAGA)- November 10

Thursday, November 10, 2022

Via Zoom at 12:00pm

California’s singular Private Attorneys General Act (PAGA) has been the “it” claims in wage and hour litigation for nearly two decades.  However, PAGA was permanently altered this year by the Viking River Cruises, Inc. v. Moriana SCOTUS decision. But Viking River Cruises actually created more open questions on PAGA than ever before. This program is an in-depth exploration of PAGA’s ever-changing legal landscape. With the expansive nature of PAGA, we will also touch on many broader employment concerns in the Golden State.

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

Registration and Information: Please click on the button 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 Ahide Rodriguez at events@smcgov.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.

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- Annual Update: 2022 A Year in Review – A Trivalent Dose for the Tridemic- January 26

Thursday, January 26, 2023

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

About Our Speakers:

Steven P. Braccini is a fellow in the American College of Trust and Estate Counsel (ACTEC).  He is the Managing Partner of Sheppard, Mullin, Richter & Hampton LLP’s Silicon Valley Office and is a member of his Firm’s Business Trial Practice Group.  Mr. Braccini’s practice focuses on trust, probate and conservatorship litigation including, but not limited to: Will contests, Trust contests, removal and surcharge actions, contested conservatorships, accounting disputes, financial elder abuse actions, reformation or modification actions, tax controversy, and related “civil” claims. Steve also has an appellate practice and has presented numerous seminars and workshops on issues related to trust and estate litigation.

Patrick A. Kohlmann is the managing partner at Temmerman, Cilley & Kohlmann. Patrick advises individuals and families in all aspects of wealth transfer planning, including tax-advantaged transfers of assets, multigenerational planning, the taxation of trusts and estates, and business succession counseling. Patrick is passionate about the law. He was Chair of the Executive Committee of the Trusts and Estates Section (TEXCOM) of the State Bar of California (now CLA) from 2015-2016, and served on TEXCOM from 2008-2019. He is a Fellow of the American College of Trust and Estates Counsel, was formerly a member of the Judicial Council’s Probate and Mental Health Advisory Committee, and has consistently been named a Northern California “Super Lawyer,” including recognition in 2021 as one of the top 100 lawyers in Northern California.

John Prokey is a partner of Ramsbacher Prokey Leonard LLP. Mr. Prokey’s law practice focuses on providing advice in wealth planning, estate and trust administration, and tax. His clients include individuals, private fiduciaries, institutions, and other business and non-profit entities. The wealth planning portion of Mr. Prokey’s law practice emphasizes advising individuals and fiduciaries in estate planning, wealth preservation, tax, and business matters. Mr. Prokey also advises fiduciaries and beneficiaries in trust and probate administration matters, with emphasis in complex administrations.

Cost: Cost is $50 per person for members of the SMCBA Estate Planning Section for the luncheon ($30 for webinar) and $65 for non-members for the luncheon ($45 for the webinar). Cost includes lunch and 1.5 hours MCLE for live event attendees.

Please note that we have four registration options. Luncheon or Webinar, Member or Non-Member. Webinar registrants wishing to change to Luncheon attendance must contact the SMCBA offices at events@smcba.org prior to Monday, January 23rd.

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.

Directions:
San Mateo Elks Lodge, 229 West 20th Avenue, San Mateo, CA 94403
From Highway 92, Exit El Camino Real South. Turn rig ht (west) at the first traffic light onto 20th Avenue. The Elks Lodge is three blocks west on 20th Avenue on your left.