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San Mateo County Bar Association Course Catalogue

smcba - Prosecuting And Defending Contempts

Criminal Law – Prosecuting and Defending Contempts

Presented by Rick Cohen, Tracy Duell-Cazes


1.5 hour/credit
The “quasi-criminal” nature of Contempt proceedings confuse practitioners because they reside in the intersection of criminal and family law. This presentation clarifies how these procee READ MORE

1.5 hour/credit
The “quasi-criminal” nature of Contempt proceedings confuse practitioners because they reside in the intersection of criminal and family law. This presentation clarifies how these proceedings work. Specifically, attorneys will learn strategies and tactics designed to successfully “prosecute” and defend Contempts. The webinar is presented by two very experienced attorneys who litigated these matters, and have taught CLEs on them for years.

Fredrick S. (Rick) Cohen is a Sacramento family law attorney, a Certified Family Law Specialist, a member of the Board of Directors of the Association of Certified Family Law Specialists, a two-time Chair of the Family Law Section of the Sacramento Bar Association, and a frequent presenter in continuing legal education programs.

Tracy Duell-Cazes has been practicing family law in Northern California for over 32 years. For almost 20 years, she has been a Certified Family Law Specialist. Tracy is a member of the Association of Certified Family Law Specialists and is the Associate Chapter Director. She is also a member of the Santa Clara Bar Association Family Law Section (Family Law Section Chair 2018) and the San Mateo County Bar Association Family Law Section. She is on the Board of Directors for the ACFLS Charitable Foundation. She has written articles for the ACFLS Specialist publication and the State Bar Family Law News publication. She has taught various family law and contempt related seminars for multiple bar associations. She has handled almost 600 contempt of court matters. The Law Offices of Tracy Duell-Cazes (also known as TDC Family Law) home office is in San Jose, Santa Clara County where she handles family law cases. She also handles non-custody related cases in San Mateo County, and selected Family Law related contempt of court cases in San Mateo County and other counties in California. She also consults on contempt of court matters with attorneys throughout California.

It is hosted by David Nazzaro, the current co-chair of the Criminal Law Section, who was a court appointed attorney representing defendants on the Child Support Contempt calendar in Santa Clara County.
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smcba - labor and employment

Labor & Employment Section – Employment Litigation & Bankruptcy: The Basics

Presented by Brian Irion


1.0 hour/credit
For many lawyers, bankruptcy is an unknown and unfathomable mysterious black box into which claims and lawsuits fall into, never to be seen again. This presentation will provide a high leve READ MORE

1.0 hour/credit
For many lawyers, bankruptcy is an unknown and unfathomable mysterious black box into which claims and lawsuits fall into, never to be seen again. This presentation will provide a high level overview of what happens if your client or the other side files for bankruptcy during your case. Our speaker will address what happens to the existing lawsuit? What options a lawyer has without violating the automatic stay? How the claim is treated? And what happens to your fees as counsel.

Our speaker, Brian Irion was admitted to the California bar in 1985. His practice includes business law & litigation, real estate law & litigation, collections, intellectual property litigation and bankruptcy. He has published a number of articles on unfair business practices related to hiring of employees, the Americans with Disabilities Act, the Brown Act, and bankruptcy among other areas. He also has served as a judicial arbitrator, settlement judge pro tem for our municipal courts before consolidation, and since 1994 as a judge pro tem in unlawful detainers, small claims court, small claims appeals and other areas in San Mateo County. He established a debtor practice in 2007 and has filed hundreds of bankruptcy cases in the Northern and Central districts of California ever since.

You will receive one hour of General Law MCLE credit for attending this event. MCLE certificates will be made available in the week following the event.
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smcba - family law section

Family Law Section – All About Writs, with the California Appellate Law Group

Presented by Robert Roth, Charles Kagay, and Susan Horst


1.0 hour/credit
Please join the Family Law Section on Friday, October 8, 2021, for a presentation by three distinguished specialists, Robert Roth, Charles Kagay, and Susan Horst about family law writ petiti READ MORE

1.0 hour/credit
Please join the Family Law Section on Friday, October 8, 2021, for a presentation by three distinguished specialists, Robert Roth, Charles Kagay, and Susan Horst about family law writ petitions. Writs can be confusing and mysterious and can set the stage for dramatic reversals in litigation. We are excited that the California Appellate Law Group is joining us to shed some light on this power pre-trial procedural option.

Robert A. Roth has over 30 years’ experience as an appellate practitioner and more than 25 published appellate opinions that bear his name, and is widely regarded as one of the leading family law appellate specialists in California. He has won twice in the California Supreme Court, and represented the successful respondent in In re Marriage of Ostler and Smith (1990) 223 Cal.App.3d 33, which established the method California courts use to calculate division of bonus income. Mr. Roth was one of the first attorneys in California certified as an appellate specialist by the State Bar, and he has remained a certified appellate specialist for more than two decades. Mr. Roth frequently gives CLE presentations on appellate issues, and writes articles on matters related to appellate practice and family law. He also has extensive experience as an appellate mediator.

Charles Kagay has decades of appellate experience in both California and federal courts. He frequently handles appeals involving complex or novel legal questions, and his cases have addressed first-impression questions of civil procedure and statutory interpretation, including issues related to antitrust law, administrative law, physician credentialing, and anti-SLAPP (Strategic Lawsuit Against Public Participation) motions. He also handles trial court actions of an appellate nature, such as petitions for writs of administrative mandamus and bankruptcy appeals. Mr. Kagay has been certified as California appellate specialist by the Board of Legal Specialization of the State Bar of California for the past 14 years.

Susan Horst is a specialist in writs of mandamus and prohibition in the California appellate courts. For more than 31 years, Ms. Horst served as the writ attorney for the California Court of Appeal for the First District, Division One, in San Francisco. Ms. Horst is one of the only practicing attorneys in California to have devoted virtually her entire career to appellate writs. As writ attorney in the First District, Susan evaluated thousands of pre- and post- trial writ petitions in all types of civil and criminal matters. In the process, she learned precisely what the justices on the Court of Appeal look for before taking the extraordinary step of granting writ relief — and what an opposing party needs to highlight to have the best shot at getting a petition denied. Ms. Horst’s three decades at the Court of Appeal gave her both extensive writing experience and a wide-ranging knowledge of substantive law.

One hour of MCLE Credit will be provided for attendance. Please log in on the SMCBA website to print out your MCLE certificate after the event.
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smcba - 13th annual speaker series

SMCBA – Diversity 13th Annual Speakers Series

Presented by Judge Leland Davis, III, Justice Teri L. Jackson, Judge Erica R. Yew


1.0 hour/credit
The Diversity Committee is proud to present its award-winning 13th Annual Speakers Series. This year, our annual Speaker Series event will be conducted live at the “The Old Courthouse,” on T READ MORE

1.0 hour/credit
The Diversity Committee is proud to present its award-winning 13th Annual Speakers 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 include, 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.

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.
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Legal Practice Management Series with DLC Consulting Services – Session 2: Best Practices for Law Firms to Mitigate Risks

Presented by Joseph DeLucchi and Javier Gonzalez


1.5 hours/credits
San Mateo Bar Association partners with DLC Consulting Services, LLC to bring practice man READ MORE

1.5 hours/credits
San Mateo Bar Association partners with DLC Consulting Services, LLC to bring practice management information to solo and small firms. This presentation will cover best practices for inserting language in the insurance section of contracts, appropriate processes for potential client disputes, and how to protect your firm from Cyber Risks, Malpractice Allegations, and Workers Compensation / COVID issues.

Speaker, Joe DeLucchi, is the President/CEO of the insurance advisory firm, CAL Insurance. CAL was established in 1927 and designs insurance solutions for businesses, schools/nonprofits, real estate investment group and successful families from Coast to Coast. Joe joined CAL in 1998 shortly after graduating from Santa Clara University. Joe worked his way up through the company ranks and eventually purchased CAL from the Hauge family in 2016.
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Legal Practice Management Series with DLC Consulting Services – Session 1: Software Automation

Presented by Diane Camacho


1.25 hours/credits
San Mateo Bar Association partners with DLC Consulting Services, LLC to bring practice man READ MORE

1.25 hours/credits
San Mateo Bar Association partners with DLC Consulting Services, LLC to bring practice management information to solo and small firms. Take away solution-oriented information that you can immediately use to more effectively manage your firm. This program is offered to SMCBA members and non-SMCBA members. Speaker, Diane Camacho, will discuss ABA and State Bar guidelines, software that helps you save time, and how to choose software.
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The Impact of #MeToo: Developments in California Anti-Discrimination and Harassment Laws

Presented by Jessica Stender


1.5 hours/credits
Jessica Stender (she/her) is Senior Counsel for Workplace Justice & Public Policy at Equal Rights Advocates where she leads policy advocacy with a focus on sexual harassment, pay equity, pre READ MORE

1.5 hours/credits
Jessica Stender (she/her) is Senior Counsel for Workplace Justice & Public Policy at Equal Rights Advocates where she leads policy advocacy with a focus on sexual harassment, pay equity, pregnancy discrimination and education civil rights, and represents workers in employment discrimination cases. Jessica regularly speaks and writes about issues related to gender equity and workplace rights and was named one of the Top Labor & Employment Lawyers in California by the Daily Journal. As a Trial Lawyer, Jessica discussed the impact of the #METOO movement and its effects on the law.
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Financial Elder Abuse & Ethical Issues for Estate Planners

Presented by Steve Braccini, Jeffrey Loew, Melissa Karlsten and Judge Marshall Whitley


1.5 hours/credits
Financial Elder Abuse and Ethical Issue for the Estate Planner. Combined this panel has over 100 years of experience. Learn the definition of Financial Elder Abuse, goals of Estate Planning READ MORE

1.5 hours/credits
Financial Elder Abuse and Ethical Issue for the Estate Planner. Combined this panel has over 100 years of experience. Learn the definition of Financial Elder Abuse, goals of Estate Planning Attorneys, discussions surrounding the duty of care and duty of loyalty, lack of capacity, presence of undue influence etc. This panel will take questions from the audience and walk through an elder abuse action so that the audience will understand what it looks like.
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Addicted lawyer thumbnail

The Addicted Lawyer: Tales of the Addiction & the Road to Recovery

Presented by David Mann


1.0 hour/credit
David Mann is a state-wide consultant for the Other Bar, a voluntary non-profit network of attorneys, judges and law students who are in recovery. The Other Bar provides free of charge couns READ MORE

1.0 hour/credit
David Mann is a state-wide consultant for the Other Bar, a voluntary non-profit network of attorneys, judges and law students who are in recovery. The Other Bar provides free of charge counseling and referrals. It differs from traditional AA or NA in that it is the only forum where lawyers can openly work on problems and pressures directly related to the practice of law. Listen to David’s story of addiction and redemption. Learn how you can overcome your addiction.
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smcba - covid zoom

COVID, Zoom, and the New Frontier: Preparing Your Clients for Remote-Child Custody Evaluations and Understanding Psychological Testing

Presented by Dr. Kenneth Perlmutter and Dr. Robin Press


1.5 hours/credits
Please join the Family Law Section for a presentation by Drs. Kenneth Perlmutter and Robin READ MORE

1.5 hours/credits
Please join the Family Law Section for a presentation by Drs. Kenneth Perlmutter and Robin Press.  This presentation will focus on the post-Covid world of Child Custody Evaluations (“CCE’s”) and the current state of the art of Remote-CCE’s which rely on Videoconferencing techniques.  Extensive discussion and work has been done by mental health professionals exploring, understanding and refining the validity and reliability of these methods.  Dr. Perlmutter and Dr. Press will provide an overview of these methods and their applicability to CCE’s.  They will explain key changes to the evaluation process which will help you best prepare your client for these new processes and discuss what has changed and what remains the same.  They will explain how they and you can prepare your clients on many matters including the process of the evaluation, consents, selecting evaluators, length of evaluation processes and more.  Dr. Press will focus of the importance of psychological testing in the evaluation process.  She will explain basic and advanced concepts about psychological testing including how it is done both in and out of the evaluator’s office.  They will provide many helpful handouts.
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smcba - trus accounts and finaces

Trust Accounting & Finances

Presented by Suzanne Lawler, Diane Camacho


1.5 hours/credits
San Mateo Bar Association partners with DLC Consulting Services, LLC to bring practice management information about trust accounting and finances to solo and small firms. The speakers will b READ MORE

1.5 hours/credits
San Mateo Bar Association partners with DLC Consulting Services, LLC to bring practice management information about trust accounting and finances to solo and small firms. The speakers will be Diane L. Camacho and Suzanne Lawler of DLC Consulting Services, LLC.
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smcba_caring

Caring for Yourself – Secondary Trauma and Burnout Among Attorneys

Presented by Ronald Tyler


1.00 hour
Professor Ronald Tyler will discuss the concept of secondary trauma and burnout, which he describes as being a type of prolonged response to chronic work-related stressors.  He will discuss READ MORE

1.00 hour
Professor Ronald Tyler will discuss the concept of secondary trauma and burnout, which he describes as being a type of prolonged response to chronic work-related stressors.  He will discuss concepts of identifying and dealing with secondary trauma and burnout through self-care.  He will speak about this through the lens of being a clinical director of a criminal defense clinic at Stanford Law School.
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SMBCA_ABOTA - Civility Matters

ABOTA – Civility Matters

Presented by The Hon. Nancy Fineman; R.J. Waldsmith, Esq.; Joshua Bentley, Esq.


1.50 hours
ABOTA created Civility Matters with the hope that the program would be presented at ABOTA educational activities, other bar and professional programs, and, especially, in every law school in READ MORE

1.50 hours
ABOTA created Civility Matters with the hope that the program would be presented at ABOTA educational activities, other bar and professional programs, and, especially, in every law school in the country. The programs feature first- hand lessons and experience from ABOTA members and are intended to instill values and standards that promote high regard for the legal profession.
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