The State of the Court – July 30th

The State of the Court Meeting w/ San Mateo County Court Leadership

Thursday, July 30, 2020
12:15pm

Please join the San Mateo County Superior Court and the San Mateo County Bar Association on Thursday, July 30, 2020 at 12:15pm for a presentation by Honorable Jonathan Karesh, Presiding Judge, Honorable Leland Davis III, Assistant Presiding Judge, and Honorable Nancy Fineman, Civil Law & Motion Judge for a state of the court address. 

Hear information you desperately need to practice law in San Mateo County Superior Courts. Learn about the new Covid-19 procedures and how you can help to keep your clients safe during trial. Find out how jury trials are conducted.

Attendees will have the opportunity to ask questions in advance. Please send your questions to events@smcba.org with the subject line “7/30/2020 Court Event Advanced Questions” no later than Friday, July 24, 2020.  All attendees must register online prior to the event.

This event qualifies for 1 hour General MCLE credit. Due to continued Shelter-in-Place restrictions, this event will be a brown bag event and will be hosted via Zoom.

Cost: Free for all SMCBA members and non-members who register in advance through the SMCBA website. However, non-members who wish to obtain MCLE credit must pay $10.

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.

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 membership@smcba.org 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.

Small Estate Administration and Some Tips for Trust Administrations Too – May 28th

You are invited to live webinar on Small Estate Administration – and Some Tips for Trust Administrations Too! with Vernon L. Adkins on Thursday, May 28, 2020 from 12:00pm – 1:15pm.

This presentation will discuss several very useful procedures for administering small estates and how those same procedures can be used to deal with troublesome assets in larger estates and trust administrations. Topics to be covered include 13100 affidavits, 13200 affidavits, and how the affidavits relate to Heggsted and Spousal Property petitions.

This event is designed for new attorneys and will be covering basics.

1 Hour of General Law MCLE credit will be provided.

To verify attendance, please listen for three “keywords” to be announced at the beginning, middle, and end of the presentation.  A survey from Survey Monkey will be circulated by the SMCBA, which will request confirmation of those three keywords.  You will be given MCLE credit upon successful completion of the survey and will be able to access your MCLE certificate on the SMCBA website thereafter.

Cost: Free, but must RSVP.

Registration:  Please log-in on the SMCBA website to register for this event. Registration closes on Tuesday, May 26, 2020.

Zoom login information will be sent out along with materials the day before the event.

Ethical Issues Confronting Trusts & Estates Lawyers – May 21st

Estate Planning & Probate Section – Ethical Issues Confronting Trusts & Estates Lawyers – Live Webinar

The Estate Planning & Probate Section invites you to a live webinar with Alison Buchanan on Thursday, May 21, 2020 from 12:00pm – 1:00pm.

Description: This live online program will focus on attorney ethics issues relevant to estate planning, trust, and probate lawyers.  Specifically, we will address some of the more pertinent revised Rules of Professional Conduct (what is new, what stayed the same, and what wasn’t included), risk management best practices particularly important for estate planning and trust lawyers, and the new California Rules of Court requiring training for those serving as independent counsel in conservatorships and guardianships.

Speaker: Alison Buchanan is a Shareholder in Hoge Fenton’s Silicon Valley office, where she is the chair of the firm’s Business Litigation Practice Group. Alison is a Certified Specialist in Legal Malpractice Law as certified by the State Bar of California Board of Legal Specialization. She is a sought-after speaker on attorney ethics.

To verify attendance, please listen for three “keywords” to be announced at the beginning, middle, and end of the presentation.  A survey from Survey Monkey will be circulated by the SMCBA, which will request confirmation of those three keywords.  You will be given MCLE credit upon successful completion of the survey and will be able to access your MCLE certificate on the SMCBA website thereafter.

Cost: $20 for Estate Planning Section members and $30 for non-section members. Cost includes 1 hour of Legal Ethics credit.

Registration:  Please log-in on the SMCBA website to register for this event. Registration closes on Tuesday, May 19, 2020.
The meeting ID for this live webinar will provided 1 day prior to the event to all paid registrants.
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.

Mediation Best Practices – May 14th

Please join the ADR Section for a live webinar on Mediation Best Practices from a Mediator and Practitioner’s Perspectives with  Anne Goyette and Jeffrey Windsor.

Topics will include how to prepare for the mediation, how to prepare the client for the mediation, obtaining clients’ informed consent and acknowledgement of mediation confidentiality (Evidence Code Section 1129(e), types of mediation, whether to hold joint sessions, the usefulness of opening statements, briefs, and evidence in mediation, and best practices for how to present information (powerpoints, visual presentations), what to do when mediation appears to have broken down.

Ms. Goyette has resolved hundreds of civil disputes as a full time Special Master and Mediator since 1998. Through prepared and productive negotiations, Ms. Goyette has facilitated settlements ranging from cost waivers to $35 million, primarily in multiparty complex cases involving construction, real estate, insurance and related issues. Ms. Goyette is an ADR panelist for numerous appellate, state and federal courts, serves as Special Master and Referee for more than two dozen California Superior Courts and acts as Special Master in national and statewide class actions. She enjoys the highest Top Rated Lawyer-AV® Preeminent™ Martindale Hubbell rating, Super Lawyers® distinction in Alternative Dispute Resolution and membership in National Academy of Distinguished Neutrals and The San Francisco Mediation Society.

Mr. Windsor is a practicing civil litigation attorney and mediator throughout the San Francisco Bay Area and Hawaii. He specializes in business, commercial, and real estate litigation, and provides advice and counsel to entrepreneurs, and growing and middle market companies. Prior to founding his firm, Mr. Windsor was an associate at firms in the Bay Area, where his practice focused on commercial, real estate, and insurance litigation.

Mr. Windsor trained as a mediator at the Straus Institute for Dispute Resolution, Pepperdine University School of Law. He is an alternative dispute resolution panelist, facilitator, and pro tem with the State Bar of California, Dispute Prevention and Resolution of Hawaii, and with Northern California’s superior courts and Bar Associations.

Date: Thursday, May 14, 2020

Time: 12:00pm – 1:00pm

Location: Live Webinar via Zoom

Cost: $10 per person.

Registration: Please log-in on the SMCBA website to register for this event. Registration closes on Tuesday, May 12, 2020.  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, webinar link will be provided only to paid registrants. 

Family Law Practice in the Covid Era – April 23rd

Please join the Family Law Section on Thursday, April 23, 2020, for a live webinar with the hearing officers of the San Mateo County Superior Court’s Family Law Division about family law practice in the COVID-19 era.

This is a unique opportunity for the Members of the Family Law Section to engage with their very own San Mateo County Family Law Judges and Commissioners about court operations and procedures during this COVID-19 crisis.

Members are encouraged to submit questions on any topic of general interest to the Family Law Section. In past years, questions have ranged from Bench Officer preferences for courtroom practice and procedure, to understanding and application of recent changes in family law. No case-specific hypotheticals please. Please submit questions to Robert Cashen at rcashen@mtsalawgroup.com with copy to co-chair, Rachel Leff-Kich, at rachel.leffkich@gmail.com no later than Monday, April 20, 2020. This will allow the Judges and Commissioners sufficient time to adequately consider the Members’ questions or concerns.

Date: Thursday, April 23, 2020

Time: 12:00PM- 1:00PM

Location: Live Webinar – Zoom Meeting information and instructions will provided 1 day prior to the webinar.

Cost: This event is FREE!

Registration: Please log-in on the SMCBA website to register for this event.

Ways to Get Engaged with Advocacy – CANCELLED

Please join the Women Lawyers’ Section as they host California Women Lawyers (CWL) board member Beth Mora for an informative and interactive presentation on CWL’s advocacy initiatives.

Beth Mora will provide a summary of 2019 California legislation, an overview of the CWL Legislative Committee’s 2019 work, and key steps taken in 2019 by the CWL Gender Equity Task Force to address gender equality within the practice of law in California. The speaker will provide a brief training on the lobbying process and how lawyers and law firms can promote gender equality.

The presentation will also highlight the activities of the CWL Legislative Committee and Gender Equity Task Force, as well as other advocacy avenues for members of the San Mateo County Bar Association wishing to become involved.

Date: Tuesday,  March 24, 2020

Time: 12:00pm – 1:15pm

Location: Hobees Restaurant
1101 Shoreway Rd.
Belmont, CA 94002

Cost: $10 for Women Lawyers Section members and $20 for non-section members.

Registration: Please log-in on the SMCBA website to register for this event or RSVP by Wednesday, March 18, 2020 to the WLS treasurer Sumble Manzoor by contacting her at sm@coreylaw.com or (650) 871-5666. 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.

Barristers Section – Meet and Greet: Tour of the Courthouse – CANCELLED

Due to uncertainty and concern about the coronavirus (COVID-19), the decision has been made by the San Mateo Court that the Meet & Greet on Thursday, March 19, 2020 will be cancelled. This was a difficult decision, as the event is a wonderful opportunity to learn about our courthouse and the amazing work the Barristers Committee does each each year.

We thank you for your continued support and we look forward to your attendance at our events in the future. Should you have any questions or concerns, please feel free to reach out to me directly at Joanna@deitaandlowe.com

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 sm@coreylaw.com or (650) 871-5666.

RSVP by Wednesday, February 26, 2020.

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.