SMCBA – Diversity 13th Annual Speakers Series – Oct 21st

Thursday, October 21, 2021
5:00 P.M. – 7:00 P.M.
San Mateo County History Museum
2200 Broadway
Redwood City, CA 94063

The Diversity Committee is proud to present its award-winning 13th Annual Speaker Series.  This year, our annual Speaker Series event will be conducted live at the “The Old Courthouse,” on Thursday, October 21, 2021, from 5:00pm to 7:00pm. You are invited to join us in person or virtually! 

Our Guest Speakers this year included, Presiding Judge Leland Davis, III, Justice Teri L. Jackson, and Judge Erica R. Yew.

Presiding Judge Leland Davis, III received a B.A. Degree in Economics in 1980 from Stanford University and his J.D. Degree from Boalt Hall School of Law in 1983. Judge Davis got appointed to the San Mateo Superior Court bench by Governor Arnold Schwarzenegger in 2010, filling a vacancy created by the retirement of the Honorable Carol. L. Mittlesteadt. During his time on the bench, Judge Davis served as a Trial Judge, then as a Criminal Presiding Judge, and Civil Grand Jury Judge. From 2016 until 2018, Judge Davis served on the Appellate Panel and served as a Criminal Supervising Judge from 2017 to 2018. In 2019, he became the Assistant Presiding Judge and began his first term of Presiding Judge this year.

Justice Teri L. Jackson received her B.A. in 1977 from the University of California, Santa Cruz, where she majored in politics. She earned her J.D. in 1980 from Georgetown University Law Center in Washington, D.C. Justice Jackson was appointed to the California Court of Appeal, First Appellate District, in November 2019 by Governor Gavin Newsom. The Commission on Judicial Appointments confirmed her appointment in January 2020. She is the first female African-American justice on the state’s First District Court of Appeal. Justice Jackson serves as an associate justice in Division Three. As of July 9th, the Governor nominated Justice Jackson for the position as the Presiding Justice, Div. 5, 1DCA.

Judge Erica R. Yew was appointed to the Santa Clara County Superior Court in 2001 as that court’s first female Asian American Pacific Islander judge.  She has served on the California Judicial Council, the Commission on Judicial Performance (for which she served as Chair) and the NAPABA Judicial Council (for which she served as president) among other entities.  Currently, she serves on the Supreme Court Committee on Judicial Ethics Opinions and the California Access to Justice Commission.  She is newly appointed to the board of the National Center of State Courts, and she will join the California Judges Association Board later this year. 

The following recognitions will be made at the event:

Les Williams Award
The Diversity Award recognizes an individual or organization who has demonstrated a meaningful and consistent commitment to increasing and maintaining diversity in San Mateo County at all levels of the legal profession. There is still time to nominate others who deserve recognition for their commitment to promoting equality. 

Nancy de Ita Scholarship
The Scholarship is given to an incoming/current law student, or recent graduate who has not passed the bar exam to encourage and support their commitment to the legal profession and diversity in our community.

This event is also going to be streaming live via zoom. If you wish to attend virtually, please note that the event will be broadcasted from 5:45pm – 7:00pm.

Cost of Attendance: This event is FREE for SMCBA members . For non-SMCBA members, the cost of attendance is $40 (in-person) and $20 (virtually).
1 Hour of Elimination of Bias MCLE will be provided upon request for an additional $10.

Sponsorship Opportunity: Become an Event Sponsor for $500. Sponsorship includes: SMCBA goody bag, Recognition in Event Announcements, and Visual Recognition (Firm Logo) at Event. For more information about sponsorships, please contact us at Events@smcba.org.

When is Enough, Enough? Judicial Trustee Removal and Trolan v. Trolan (As seen in California Trusts & Estates Quarterly) – September 16th

When is Enough, Enough? Judicial Trustee Removal and Trolan v. Trolan (As seen in California Trusts & Estates Quarterly)
Thursday, September 16, 2021
12:00-1:15 p.m.
Via Zoom

In 2019, the Court of Appeal published an opinion regarding the probate court’s sua sponte removal of co-trustees.  Trolan v. Trolan, along with prior case law, provides important insight into the issue of trustee removal. Hoge Fenton attorneys Denise Chambliss and Ariel Siner will provide analysis and insight into the issue of trustee removal with recommendations for Dos and Don’ts in either petitioning to have a trustee removed or defending a trustee removal action.

You will receive one hour of General Law MCLE Credit for attending this event. MCLE certificates will be made accessible to attendees in the week following the event.

Cost: $20 for Estate Planning & Probate Section members and $30 for non-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. 

Contact Info for this Event: For questions about this event, please email smcba@gryphonevents.com or fax (510) 588-4543.

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.

Prison Profiteering: How a Multi-Billion-Dollar Industry Drives Mass Incarceration – July 29th

Prison Profiteering: How a Multi-Billion-Dollar Industry Drives Mass Incarceration

Thursday, July 29, 2021
12:00 PM, PST
Live webinar

The San Mateo County Bar Association’s Race & Social Justice Committee invites you to attend a webinar  on Prison Profiteering: How a multi-billion-dollar industry drives mass incarceration, with Sivani Babu.

Prison profiteers have made fortunes on mass incarceration, and, in doing so, have become an important factor driving the incarceration of adults and children in the U.S. In this presentation, Sivani Babu brings context to the conversation about the prison-industrial complex by drawing on existing research as well as her experiences as an assistant federal public defender in South Texas. From for-profit facilities to telecom and healthcare services, she sheds light on the impact of decades of privatization in our prison system and what we can do to effect change.

Sivani Babu is an award-winning conservation and exploration journalist and the co-founder and co-CEO of Hidden Compass — a women-led, exploration-focused media company. She is also a former assistant federal public defender for the Southern District of Texas. Working in one of the busiest districts in the nation, she represented defendants charged with a wide variety of federal felonies, from immigration to financial fraud and drug trafficking offenses. Part of that representation often included working to secure basic healthcare for clients held in for-profit facilities.

Cost of Attendance: FREE for SMCBA members and $20 for non-SMCBA members.

MCLE Credit: This event qualifies for 1-Hour of General Law MCLE 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 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.

The Pruno Project: Exonerated Prisoners Webinar – April 29

THE PRUNO PROJECT: EXONERATED PRISONERS WEBINAR
Thursday, April 29, 2021
12:00-1:00 p.m.
Via Zoom

The San Mateo County Bar Association’s Race & Social Justice Committee and the Private Defender Program invite you to attend The Pruno Project: Exonerated Prisoners webinar. The Pruno Fund is a non-profit dedicated to helping exonerees transition from prison to life on the outside. The thousands of men and women who have been exonerated of their wrongful convictions have a lot to teach us about perseverance, patience, and hope. Join us and listen to two amazing men, Zavion Johnson and Obie Anthony, who will share their unbelievable life experiences!

Obie Anthony was sentenced to life without parole for a murder he did not commit when he was 19 years old. California incarcerated him for 17 years. Upon exoneration, Obie dedicated himself to supporting other exonerees to meet their basic needs after release. Obie was instrumental in the passage of California Assembly Bill No. 672 (nicknamed and cited as “Obie’s Law”). The bill requires the California Department of Corrections and Rehabilitation to assist exonerees with transitional services, including housing assistance, job training, and mental health services. In 2016, Obie founded Exonerated Nation, and is committed to transforming the experiences of exonerees after release and building a community that can provide safety, stability, and healing to wrongfully convicted Californians.

Zavion Johnson is an exoneree who served half his life falsely accused after being imprisoned at the age of 19. Losing his trial, Zavion was convicted of the false charges, sentenced to double life and sent off to serve his sentence at the most deadly maximum security level IV facilities. Being an innocent man, Zavion fought tirelessly to regain his freedom by filing numerous court documents and wrote to many organizations he felt could help him gain his freedom. Since his exoneration in late 2017, Zavion has spent time adjusting to life outside and educating California state legislators, attorneys, college students, and law school student to ensure that no one else suffers the injustice he endured. Zavion sits on the advisory board of Exonerated Nation, a nonprofit organization which helps exonerees like him with after care and re-entry services.

This event qualifies for 1 hour of Elimination of Bias MCLE credit. 

This event is co-sponsored by the Alameda County Bar Association and the California Lawyers Association.

Cost of Attendance: FREE for SMCBA members and $15 for non-SMCBA members. MCLE Credit is available for an additional $15.

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.

Cybersecurity and IT Made Easy – March 4

CYBERSECURITY AND IT MADE EASY
Thursday, March 4, 2021
12:00-1:00 p.m.
Via Zoom

Description: The webinar will outline the significance of having strong cybersecurity practices to secure your firm and how to properly manage your information technology. We will cover current cyber threats, risks, and possible vulnerabilities. We will also cover who the hackers are, common myths, and cybersecurity fundamentals. Following the webinar, attendees will be able to secure their firm following the NIST Cybersecurity Framework.

Speaker: Tom Kirkham, founder and CEO of IronTech Security & Kirkham.IT, provides cybersecurity defense systems and focuses on educating and encouraging organizations to establish a security-first environment with cyber security training programs for all workers to prevent successful attacks. Kirkham brings more than three decades of software design, network administration, computer security, and cybersecurity knowledge to organizations around the country. During his career, Kirkham has received multiple software design awards and founded other acclaimed technology businesses. Kirkham once had a software company that sold retail management software to the NSA, Sprint, AT&T and various premier golf clubs like Firestone and Pebble Beach. He is an active member of the FBI’s Arkansas InfraGard Chapter and frequently speaks about the latest in security threats.

Cost: Free for SMCBA members and $15 for non-SMCBA 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 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.

Flyer advertising Cybersecurity MCLE

MCLE Reporting Deadline

How do I report my compliance for the 2018-2021 Reporting Period?

If you are in Group 2 (H-M), the deadline to submit your report of compliance is February 01, 2021. To submit your report of compliance,  log 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 2, your 25 hours  must be completed between February 1, 2018 through January 31, 2021.

  • 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 and must report compliance to the State Bar of California. 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 into 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.

Mandatory Workplace Arbitration: Pros and Cons, Risks and Rewards – September 24

MANDATORY WORKPLACE ARBITRATION: PROS AND CONS, RISKS AND REWARDS
Thursday, September 24, 2020
12:00-1:15 p.m.
Via Zoom

Please join the Labor & Employment Section for a virtual presentation on Thursday, September 24, 2020. The law on mandatory workplace arbitration continues to evolve on a state and national level. Our speaker, Jeff Polsky, will discuss recent developments in that law and describe the pros and cons of such programs.

Jeffrey Polsky, is a co-chair of Fox Rothschild LLP’s Labor and Employment Department. He focuses his practice on business and employment litigation and counseling. He has 30+ years’ experience drafting workplace arbitration provisions, arbitrating employment cases, and representing clients in disputes relating to claims of discrimination and harassment, trade secret violations, wage and hour compliance, wrongful discharge, and breach of contract.

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. Online registration will close on the morning of the event.

COST: $20 for Labor & Employment section members, $30 for non-section members, and free for Law Student 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.

Tax Strategies and Implications When Settling a Trust or Estate Dispute – September 17

TAX STRATEGIES AND IMPLICATIONS WHEN SETTLING A TRUST OR ESTATE DISPUTE
Thursday, September 17, 2020
12:00-1:00 p.m.
Via Zoom

Please join the Estate Planning & Probate Section on Thursday, September 17, 2020, for a presentation where speaker Ryan J. Szczepanik will discuss tax strategies and implications when settling a trust or estate dispute. Discussion will include relevant tax laws, factors the IRS and federal courts will apply to determine whether to respect a settlement agreement, and pleading and settlement drafting issues.

We are pleased to welcome Commercial Loan Corporation as sponsor for this event.


Ryan J. Szczepanik is a Principal with HARTOG, BAER & HAND. Mr. Szczepanik is a California Certified Specialist in Estate Planning, Trust and Probate Law. He focuses his practice on trust and estate litigation. He has tried numerous matters in both California and federal courts.

Mr. Szczepanik graduated law school in 2003. From 2003 to 2012, he litigated trust, estate, and business disputes at large law firms, most recently at King & Spalding LLP in its Atlanta and San Francisco offices. He joined Hartog, Baer & Hand in 2012. His practice has been devoted exclusively to trust and estate litigation since that time. He became a Principal of Hartog, Baer & Hand in 2016.

Mr. Szczepanik has presented on trust and estate topics at organizations throughout California. He has authored numerous published articles on trust and estate topics. Mr. Szczepanik is a Member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM). He is the Vice President of the East Bay Trusts & Estates Lawyers (EBTEL). He is a delegate to the Conference of California Bar Associations (CCBA). He serves as a Court Appointed Special Master and Referee for the Alameda County Probate Court.

Mr. Szczepanik is a 1999 graduate of Amherst College and a 2003 graduate of Emory Law School. While a law student, he received the Dean’s Award for Trusts & Estates.

Cost: $20 per person for Estate Planning Section members and $30 for non-section members. Cost includes 1.0 hours of MCLE credit.

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. 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. 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.

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

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.