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  • 09/23/2018 8:08 PM | Deleted user

    Alameda County Bar Association  

     

    Workers' Compensation 101

    Sponsored by the ACBA Labor and Employment Section

     

    Please join an esteemed panel of attorneys from the Workers’ Compensation Section of the California Lawyers Association for a comprehensive overview of the workers' compensation system, summarizing the history of the system, and recent developments in the law.

    The presentation will cover topics such as the obligation to carry workers' compensation insurance, types of injuries that are recognized in California, time limits to pursue and defend against claims, the current state of access to medical treatment for injured workers, and indemnity benefits owed to injured employees.

     

    Light lunch provided. If you have dietary restrictions, please plan to bring your own food.

     

    Cost:

    FREE for ACBA Members

     

    CLEs are FREE in October! Check us out - no risk.

     

    Please note: there will be a $10 administrative fee if you cannot make the program, and do not cancel 24 hours in advance. A $10 fee will also be assessed for day-of and walk-in registrations.

     

     

    If you have trouble registering, please contact the Membership Coordinator at staci@acbanet.org

     

     

    Workers' Compensation: 101

    Event Information
    Provider: Alameda County Bar Association
    Speakers:
    Elizabeth Furlow
    Judge George Mason
    Maria Sager
    Location: Alameda County Bar Association - New Office
    1000 Broadway, Suite 290
    Oakland, CA  94607
    Phone: 510-302-2222
     Date:

    10/04/2018

    12:00 PM - 01:00 PM


    Credits:
    1 HR General

  • 09/23/2018 8:06 PM | Deleted user

    Santa Clara County Bar Association 

     

    The SCCBA Real Property Section presents an MCLE Seminar:

     

     Export to Your Calendar 10/12/2018
    When: October 12, 2018
    12:00PM-2:00PM
    Where:

    Map this event »


    SCCBA Seminar & Conference Center
    31 North Second Street, 4th Floor
    San Jose, California  95113
    United States

    Presenter: Real Property Section
    Contact: SCCBA
    info@sccba.com
    408-287-2557

     

     

     

     How Tax Reform Impacts Lawyers and Real Estate Investors

     

     

     

    The Tax Cuts and Jobs Act (TCJA) is the biggest tax overhaul since 1986.  For real estate developers and investors, the TCJA reduces rates, limits losses, changes depreciation allowances and introduces new concepts into the tax law. For professional service firms, the TCJA changes the choice of entity analysis and limits existing deductions. We will cover the basic change as well as the new pass-through business deduction and how it applies to real estate and professional service firms, including planning techniques and how the IRS views the new deduction and planning ideas.  We will also discuss how the rules affect foreign investors in, and sellers of, US real estate, including through US partnerships. Join us for a discussion of how the Act can have a significant effect on both professional service firms and real estate investors.

     

    Lunch will be provided.

     

     

    Pricing:
     In-Person  
    SCCBA Member: $79  
    SCCBA New Admittee:
    (Under 5 years in practice)
    $69  
    Non-Member Event Attendee: $119  
    Honorary: FREE

     

     

     Attend Online
    SCCBA Member: $95
    Non-Member Event Attendee: $135
     
    Registration: 11:30am
    Program: 12:00pm - 2:00pm


    MCLE CREDIT:
    2.0 General Substantive Law

     

     

    REGISTER FOR WEBCAST →

     

    SPEAKERS:

    Todd Robinson,
    Armanino, LLP

    Roger Royse,
    Royse Law Firm

     

    Moderator:

    Tamara Pow,
    Strategy Law, LLP

     

     

     

    For your convenience this program is also being offered via Live Webcast.

     

    Please register for either the in person seminar or the live webcast, which have separate pricing levels. Registering for the live webcast requires an InReach account which is separate from your SCCBA account. If you require assistance, please contact InReach at 1-877-880-1335.

     

    Parking is available just across the street from the SCCBA at the 3rd Street Parking Garage located between E. Santa Clara Street and St. John Street (SCCBA does not validate). 

    Cancellations and refunds will be accepted only 48 hours prior to the event.  

     

    PLEASE NOTE: Registration fees must be paid prior to the program, or at the program check in. SCCBA will no longer invoice attendees for payment subsequent to the program. Cash, Credit Card, and Check accepted. 

    *All seminar materials will be distributed to pre-registrants via email. We will not provide hard copies. If you would like a hard copy of the materials we will provide upon request for a fee o
    f $25.00.  

     

    *State Bar of California Approved MCLE: The Santa Clara County Bar Association is a State Bar of California approved MCLE provider.   This program is approved for California MCLE credit.

     

  • 09/23/2018 8:04 PM | Deleted user

    Sonoma County Bar Association 

     

     

    The Prudent Investor Rule: Investing for Continuing Trusts

     

    Mackey, John
    John Mackey

    Senior Vice President and Managing Director of Investment & Fiduciary Services, Exchange Bank

     

    Mr. Mackey manages one of the oldest and most respected Trust and Investment Management Departments in Northern California. Exchange Bank’s fiduciary services include investment management, qualified plan administration, personal trust administration, estate settlement and institutional trust services which aggregate to approximately $1.2B in assets. Mr. Mackey is responsible for growing the department’s net revenue and for trust and investment compliance and risk controls. As a senior executive of Exchange Bank, Mr. Mackey is responsible for key components of the strategic plan related to client services, sales and marketing, career and staff development and business initiatives.

     

    Mr. Mackey has an extensive background working with professionals from securities, financial and business succession planning, private banking, investment management, trust administration and estate planning. Mr. Mackey was the Senior Executive of Wealth Management at Comerica Bank in the Silicon Valley region, the President of the Greater Bay Private Capital Bank in Palo Alto and a founding member of the Family Wealth Group at Wells Fargo Bank.

     

    Mr. Mackey received a bachelor’s degree in Business Administration from CSU Sacramento and an MBA from Golden Gate University. He holds various FINRA securities licenses and a principal license. Mr. Mackey serves on the board of advisors of the Green Music Center at Sonoma State University.

     

     

    sinigiani-carmen
    Carmen D. Sinigiani
    Attorney/Of Counsel
    Spaulding McCullough & Tansil

     

    Ms. Sinigiani is certified by the State Bar as a specialist in Estate Planning, Trust & Probate Law. Her practice includes estate planning, family wealth management, planned charitable giving, probate, and trust administration and accountings. Ms. Sinigiani handles all aspects of trust and estate litigation including trust and will contests, trustee and fiduciary disputes, heirship proceedings, and other beneficiary disputes. Her extensive estate litigation experience provides her a wealth of knowledge to counsel her estate planning clients on litigation prevention and family relationship preservation.

     

    Ms. Sinigiani’s practice also includes general real property matters ranging from purchase and sale agreements to commercial leases. Her business practice includes non-profit formation, partnerships, LLCs, and Family Business Succession Planning.

     

    Ms. Sinigiani is a native Sonoma County resident and is active in the local community. She is a Professor of Law at Empire College School of Law, teaching Wills & Trusts. She also serves on the Board of the Sonoma County Bar Association and is the Chair of the Trust & Estates Section of the Sonoma County Bar Association. In addition, she serves on the Board of Sebastopol Little League and is an active member of the Rotary Club of Santa Rosa.

     

    Date: Tuesday, October 30, 2018

     

    Time: Check-In: 11:45 am; Presentation: 12:00—1:00 pm

     

    Presenter(s):
    John Mackey, Senior Vice President and Managing Director of Investment & Fiduciary Services, Exchange Bank
    Carmen D. Sinigiani, Attorney/Of Counsel, Spaulding McCullough & Tansil

     

    Place: SCBA Office, 111 Santa Rosa Ave., Ste. 222, Santa Rosa, CA 95404.

    Parking for this seminar is ONLY available in the Public Parking Garage at 555 First Street.
    Do not park in the parking lot at 111 Santa Rosa Avenue.

     

    MCLE: 1 Unit Participatory MCLE Credit in General Law

     

    Registration Fee: $60–SCBA Members; $75–Public;

     

    Student: $20 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)

     

     

    Click Here to Register

     


    Click Here to Download the Registration Flyer

     

     

     

  • 09/23/2018 8:02 PM | Deleted user

    Sonoma County Bar Association  

     

     

    Post Judgment Spousal Support And Issues that Arise When Parties Reach Retirement Age

     

    Bertoli, James (Hon.)

    Hon. James G. Bertoli, Sonoma County Superior Court

     

    The Honorable James G. Bertoli is currently assigned to the Family Law Division of the Sonoma County Superior Court and has been a member of the Sonoma County bench for 17 years. In addition to general family law cases and LPS conservatorships, Judge Bertoli has sat as the judge handling both civil and criminal domestic violence cases for over eight years. In addition to his duties on the bench, Judge Bertoli has served on the Sonoma County Superior Court Executive Committee, the governing and policy-making body for the court and has served as the supervising judge for the Family Law Division. A fourth-generation native of Sonoma County, Judge Bertoli was educated at Santa Rosa Junior College and received his Bachelor’s Degree in Economics in 1982 from the University of California at Davis. He received his Juris Doctorate from the University of San Francisco in 1985 and began practicing family law and public sector labor law with the Santa Rosa, California law firm of Wotring & Byrne. He then became the managing partner of the law firm of Byrne & Bertoli in 1989 and then formed a solo practice in 1991 which he maintained until his election to the bench in November, 2000.

     

     

    Lewis, Roger

    Roger J. Lewis, Esq., ADR Services, Inc.

     

    After 40 years of traditional family law practice, Mr. Lewis now limits his practice to family law mediation and private dispute resolution. He has conducted numerous mediations and privately adjudicated many family law matters. Mr. Lewis has been certified as a specialist in family law by the State Bar of California’s Board of Legal Specialization since 1995. Mr. Lewis has extensive practice experience in all facets of family law, including business valuation and apportionment, tracing, complicated real estate and property division issues, transmutation, premarital and marital agreements, child and spousal support disputes, post-trial matters, modification of support, and parenting issues. Mr. Lewis has been a frequent lecturer on family law issues throughout California for many years. This has included seminars for Continuing Education of the Bar (CEB) and with Garrett Dailey of Attorney’s Briefcase, and multiple presentations to bar groups over the years, including recent presentations concerning family law real estate issues; retirement of the Baby Boomers and resulting spousal support modification; and best practices in alternative dispute resolution.

     

    Date: Tuesday, October 23, 2018

     

    Time: Check-In: 2:45 pm; Presentation: 3:00—5:00 pm

     

    Presenter(s):
    Hon. James G. Bertoli, Sonoma County Superior Court
    Roger J. Lewis, Esq., ADR Services, Inc.

     

    Place: SCBA Office, 111 Santa Rosa Ave., Ste. 222, Santa Rosa, CA 95404.


    Parking for this seminar is ONLY available in the Public Parking Garage at 555 First Street. Do not park in the parking lot at 111 Santa Rosa Avenue.

     

    MCLE: 2.0 Units Participatory Credit in General Law

     

    Registration Fee: $80–SCBA Members; $95–Public;

     

    Student: $20 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)

     

     

    Click Here to Register


    Click Here to Download the Registration Flyer

     

     

  • 09/23/2018 8:00 PM | Deleted user

    Sonoma County Bar Association 

     

     

    A discussion of recent and upcoming changes at the

    Labor Commissioner’s office.

     

     

    gage-richard

     


    Richard Gage
    Deputy Labor Commissioner
    State of California Department of Industrial Relations

     

    Date: Wednesday, October 3, 2018

     

    Time: Check-In: 11:45 pm; Presentation: 12:00—1:00 pm

     

    Presenter(s): Richard Gage, Deputy Labor Commissioner, State of California Department of Industrial Relations

     

    Place: SCBA Office, 111 Santa Rosa Ave., Ste. 222, Santa Rosa, CA 95404


    Parking for this seminar is ONLY available in the Public Parking Garage at 555 First Street. Do not park in the parking lot at 111 Santa Rosa Avenue.

     

    MCLE: 1.0 Unit of Participatory Credit in General Law

     

    Registration Fee: $60–SCBA Members; $75–Public; $50–SCBA Labor & Employment Section Members (Section discount registration only available by Phone, Fax or Mail.)

     

    Student: $20 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)

     

     

    Click Here to Register

     


    Click Here to Download the Registration Flyer

     

     
  • 09/23/2018 11:45 AM | Deleted user

     

    No automatic alt text available.

     

  • 09/20/2018 1:30 PM | Deleted user

     

    MCLE/CCLS5 hours (general)

    LOGO.USE

                                                                                   

     

    Mt. Diablo Legal Prof. Assn. Presents A

    Family Law and Domestic Violence Workshop

    Family Law: Request for Order

    Domestic Violence: Restraining Order

    November 3, 2018

     

     

     

     

     

    Click here for flyer.

     

     

     

    Seating is Limited!


     

    R.S.V.P. by 10/31/18 to

    maria@mtdiablolpa.info


     

    Payment: $40 - Send check payable to "MDLPA" to Maria Bishop, 3191 Rohrer Drive, Lafayette, CA 94549.


     

    To pay by Credit Card/PayPal: Please visit our website or click the PayPal link below.


     

    No Payments At The Door.

     

     

     

    Click here to pay by PayPal

     

    Mt. Diablo Legal Professionals Association

    P.O. Box 4253

    Walnut Creek, CA 94596

    www.mtdiablolpa.info

    Contact: maria@mtdiablolpa.info

     

     

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  • 09/20/2018 5:02 AM | Deleted user

    ABA Journal News

    By David Hudson

    September 19, 2018

     

     

    ABA logo

     

    Recent large-scale disasters like Hurricane Florence and wildfires on the West Coast have reinforced the need for the ABA to address the myriad rules that lawyers must consider under these challenging circumstances. ABA Formal Ethics Opinion 482, released on Wednesday by the Standing Committee on Ethics and Professional Responsibility, clarifies the variety of ethical obligations attorneys face when disaster strikes.

    Perhaps most fundamentally, lawyers must follow the duty of communication required by Rule 1.4 of the ABA Model Rules of Professional Conduct, which requires lawyers to communicate regularly with clients and keep clients reasonably apprised of their cases. Following a disaster, a lawyer must evaluate available methods to maintain communication with clients. The opinion instructs that lawyers should keep electronic lists of current clients in a manner that is “easily accessible.”

    Lawyers should also remember that the duty of competency, Rule 1.1 includes a technology clause that requires lawyers to consider the benefits and risks of relevant technology. Because a disaster can destroy lawyers’ paper files, lawyers “must evaluate in advance storing files electronically” so that they can access those files after a disaster. Storing client files through cloud technology requires lawyers to consider confidentially obligations.

     

    If a disaster causes the loss of client files, lawyers must also consider their ethical obligations under Rule 1.15, which requires lawyers to safeguard client property. For current clients, lawyers can attempt first to reconstruct files by obtaining documents from other sources. If they cannot, lawyers must notify the clients of the loss of files or property. To prevent such losses, “lawyers should maintain an electronic copy of important documents in an off-site location that is updated regularly.”

     

    A disaster could impact financial institutions and, therefore, client funds. Thus, lawyers “must take reasonable steps in the event of a disaster to ensure access to funds the lawyer is holding in trust.”

     

    Furthermore, a disaster may cause an attorney to have to withdraw from a client’s case under Rule 1.16. “In determining whether withdrawal is required, lawyers must assess whether the client needs immediate legal services that the lawyer will be unable to timely provide,” the opinion explains.

     

    The opinion also warns lawyers that they should not take advantage of disaster victims for personal gain: “Of particular concern is the possibility of improper solicitation in the wake of a disaster.”

     

  • 09/20/2018 5:00 AM | Deleted user

    ABA Journal News

    By Jason Tashea

    September 18, 2018

    Pacer logo

    A new bill before the U.S House of Representatives would prohibit the federal courts from charging for public documents. The Electronic Court Records Reform Act would require that documents downloaded from the PACER database be free. Currently, the repository for federal court documents charges up to 10 cents a page.

     

    “Americans deserve a justice system that is transparent and accessible,” said Republican Rep. Doug Collins of Georgia, the bill’s sponsor, in a statement on Sept. 6. “I introduced the Electronic Court Records Reform Act to modernize the judicial records systems and remove fee-for-access barriers that technology has rendered unnecessary.”

     

    Launched in 1988 with terminal access in libraries and offices, PACER went online in 2001, according to the Guardian. During the same time, as bandwidth and data storage grew less expensive, PACER inched up its prices from seven to 10 cents a page. Today, there is a cap of $3 when accessing case documents.

     

    Included in the E-Government Act of 2002, the expectation was that the judiciary would only charge “to the extent necessary” to provide electronic docket information. In 2015, the federal courts pulled in $150 million in PACER fees, which is more than it costs to run the website.

     

    The extra fees have been treated as a slush fund of sorts by the judiciary. In one instance, a judge talked openly about using excess PACER fees to improve audio and visual equipment in this courtroom.

     

    Due to the frustration many had with the PACER paywall, advocates created tools and repositories to collect court documents and make them public. Notably, RECAP, a digital archive maintained by the Free Law Project, made a browser plugin to copy legally purchased PACER documents to put in an archive. As of August 2017, the Free Law Project had collected about 20 million of PACER’s more than 1 billion possible documents.

     

    Beyond tearing down the paywall, Collins’ bill would also require that documents be posted to PACER within five days of being filed in federal court, in a digital format that allows for easy searching and linking from external websites. The digitization should “minimize the burden on pro se litigants,” the bill states.

     

    The bill would also require the consolidation of the Case Management/Electronic Case Files (CM/ECF) system. Currently, each court runs a separate system, impeding searches across the federal court system.

     

    The bill has been referred to the House Judiciary Committee. It has not been scheduled for a hearing.

     

  • 09/20/2018 4:58 AM | Deleted user

    California Courts Newsroom

    September 18, 2018 

    Merrill Balassone

     

     

    “There are few things that have as much of an effect as justice.”

    Following is a Q&A with Rick Feldstein, a 2018 Distinguished Service Award recipient, whose modernization of the Napa court helped it withstand two natural disasters.

     

    Richard Feldstein

    RICK FELDSTEIN
    Court Executive Officer
    Napa County Superior Court 

     

    Q: You’ve dedicated your career to serving California courts. What drew you to the justice system?

     

    A: I think it goes back to having an effect on people’s lives. There are few things in government that have as much of an effect as justice. And that’s a wonderful thing to be involved with.

     

    Looking back at how far courts have evolved over the years, we've worked very hard at becoming more user-friendly and providing people with greater access to justice. If there’s one theme that I can point to that really makes me feel good about my career, it would be that.

     

    Q: You’ve launched a number of new technology initiatives in Napa, including the exclusive use of digital case files and a fully automated criminal courtroom that updates data in real-time. What's been the impact?

     

    A: Technology has certainly been about the movement away from paper, and all the possibilities that change has provided is just incredible. It’s eliminated a lot of the cumbersome manual tasks and allowed courts to become much more efficient, which has certainly helped us through the difficult economic times.

     

    But more importantly, our clerks are now more available to help people with the legal process, to explain rules, and be available to them particularly as our self-represented litigant population is growing. [In California, more than 4 million people come to court without a lawyer each year].

     

    feld_tech3

    Electronic case files in a Napa courtroom.


    Q: What do you plan to do next with tech? 

     

    The big push right now for us is working with a statewide group developing and implementing what's called a "guide and file." It's an electronic system that will ask people who come to court without a lawyer questions about their case, and based upon their answers, complete their paperwork for them and then file it over the Internet—without them even having to come to the courthouse. We’ve started using this in family law and domestic violence cases, and are working with the statewide group to expand it.

     

    Q: You led the court during one of largest earthquakes in state history in 2014. What was it like to keep the doors open with all that was happening around you? How did staff respond?

     

    A: The earthquake hit at about 3 a.m. on a Sunday, and that was fortunate because nobody was hurt in the courthouse. We said, “OK, let’s be open for business Monday morning and do what we need to do to begin serving the public.” And fortunately, we had a number of volunteers that came down to the court and helped us out, including our judicial officers.

     

    Our historic courthouse was closed and red-tagged, but we have a much newer criminal courthouse, and we were able to set up temporary quarters there. We had employees in every nook and cranny of that building, every closet. I have to hand it to our employees who took it to heart that we were going to be open Monday morning, and they pulled together. And the fact that we had already moved to all-electronic case files really allowed us to continue to function. 

     

    FeldsteinNapa

    A 6.0 earthquake rocked the Napa courthouse in 2014, but electronic case files meant the court could be open to the public the next day.


    Q: You studied history in college before going on to earn your master’s degree in administration. Is there a historical figure or period that most inspires you, and what lessons have you applied to your own career?

     

    A: I am an American history buff. The Founding Fathers are certainly my inspiration—that they were able to have the vision and a dream of a nation based upon the rule of law and a Constitution that we can still go back to today to arrive at answers.

     

    People don't realize how much the Constitution is all about individual rights, and that ties into my work in court administration, because those are the rights that we uphold every day.

     

     

     https://newsroom.courts.ca.gov/news/there-are-few-things-that-have-as-much-of-an-effect-as-justice

     



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