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MCLE: “So Long Stretch! Retirement Account Beneficiary Designations After the SECURE Act”
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Jun
7
Fri
Come kick off your summer with the SBCBA! Master chef- attorneys Rusty Brace and Mack Staton will be manning the grill and drinks will be poured by mixologist Will Beall, including fabulous wines donated by Joe Liebman.
Checks: Mail to SBCBA, 15 W Carrillo St, Ste 106, Santa Barbara
Credit card: Please call (805) 569-5511
Venmo: https://venmo.com/sbcba
Sponsorship opportunities available! Inquire: director@sblaw.org
Special thanks to our sponsors!
Click here to view the flyer.
All Fees Are Non-Refundable
Sep
27
Fri
2019 Golf and Tennis Flyer
DINNER / RECEPTION
So as to provide opportunity for the victors to boast of their athletic conquests, a post golf and tennis reception will begin at 5:00 PM at the Mulligan’s Cafe & Bar, to be followed by dinner starting at 5:30 PM.
Dinner is $50 per SBCBA Member/$60 per non-SBCBA Member ($60/$70 after September 10th)
GOLF
Meet at the Santa Barbara Municipal Golf Course at 12:30 AM. Shotgun starts at 1:00 AM. Team prizes for 1st and 2nd places. Individual prizes for Longest Drive and Closest to Pin! Players must give some estimate of his/her handicap. You will be contacted regarding team assignments. We strongly encourage to register by September 10th, after that date we cannot guarantee participation.
$105 to Play for SBCBA Members/$115 for Non- Members – Includes green fees & cart ($115/$125 after September 10th)
$150 for BOTH Golf & Dinner for SBCBA Members/ $160 for Non- Members ($160/$170 after September 10th)
LIMITED NUMBER OF TEE SPONSORSHIPS!Tee sign on course with your company name. $100. Contact sblawdirector@gmail.com
TENNIS
Meet at the tennis courts at the Santa Barbara Tennis Club at 1:00 pm for warm-up with round robin play starting at 1:30 pm. A committee will form teams, reserving the right to make equitable adjustments in all levels. Men and women will participate in the tournament in all levels.
Prizes to tournament winners!
$30 to Play per SBCBA Members/$40 for Non- Members – Includes court fees & balls ($40/$50 after September 10th)
$75 for BOTH Tennis & Dinner for SBCBA Members/$85 for Non-Members ($85/$95 after September 10th)
RSVP/Payment: To register, please fill out the bottom portion of the attached flyer and mail, with check, to: SBCBA 15 West Carrillo Street, Ste. 106, Santa Barbara, CA 93101
Click here to pay via Venmo!
Please clearly specify GOLF HANDICAP or TENNIS RATING.
Questions? Call the SBCBA at (805)569-5511
Oct
15
Tue
Oct 15 @ 12:00 pm
MCLE: 1.0 General MCLE
Speakers: Professor Steven Horowitz and Bradley Barros
About the Event: Join Prof. Horowitz and Bradley Barros who will provide a review of Private Placement Life Insurance (“PPLI”) and its application to advanced income, capital gains, and estate planning initiatives.
The program will begin with a review and history of PPLI, and its background in the tax code. It will also cover recent jurisdiction and best practices, including the proper application of the investor control doctrine.
You will learn where and how PPLI can provide substantial benefits and costs savings that may otherwise be unattainable through traditional planning and life insurance. This program will include an introduction into advanced PPLI planning strategies.
We will conclude with a Q & A segment in which you may bring up case specific scenarios.
Click here to view the flyer.
Oct
23
Wed
Oct 23 @ 12:00 pm – 1:15 pm
MCLE: 1.0 General MCLE
Speaker: James Pooley
James Pooley is an internationally recognized expert in trade secret law. He is the author of the treatise Trade Secret Law and of Secrets: Managing Information Assets in the Age of Cyberespionage. The U.S. Senate Judiciary Committee relied on Mr. Pooley for expert testimony and advice during consideration of the landmark 2016 Defend Trade Secrets Act. In 2014, he completed a five-year term as Deputy Director General at the World Intellectual Property Organization in Geneva. He is a past president of the American Intellectual Property Law Association and currently serves as co-chair of the Trade Secret Task Force of the International Chamber of Commerce. Mr. Pooley has an active law practice in Silicon Valley representing clients in trade secret, patent, and technology-related commercial disputes, and provides advice on IP strategy and data security management. He also serves as a special master, expert, and arbitrator, and teaches trade secret law at the UC Berkeley School of Law.
About the Event:Trade secrets encompass confidential business information and data with competitive value, ranging from customer lists to strategic plans, research, and secret proprietary formulas. How can businesses protect these important assets? This program will explore the practical issues involved in counseling clients to manage their data assets in order to avoid loss and contamination in our high-velocity global digital environment.
Click here to view the flyer
Oct 23 @ 5:30 pm – 7:30 pm
MCLE Credit:
1 Hour General credit
Cost/Payment:
Please call 805-569-5511 to pay via credit card or mail completed form along with your check payable to:
Santa Barbara County Bar Association
15 West Carrillo Street, Suite 106
Santa Barbara, CA 93101
Click here to read the article by Justice Martin Tangeman.
Click here to view the Samplings of Cases.
Click here to view the flyer!
Nov
1
Fri
MCLE: 1.0 General MCLE
Speaker: Ron J. Anfuso, CPA, ABV, CFF, CDFA, FABFA
About the Event: Ron Anfuso, CPA, ABV, CFF, CDFA, FABFA provides expert forensic accounting services in marital dissolution cases. His tracing in the recently published decision, Marriage of Ciprari, met the burden of proof at the trial court level and was upheld on appeal. Mr. Anfuso will discuss tracing issues in dissolution of marriage cases in the wake of Marriage of Ciprari. This promises to be a fascinating discussion on whether Marriage of Ciprari really does loosen the standards for overcoming the Family Code section 760 presumption.
Contact Information/R.S.V.P.: Mail checks payable to the Santa Barbara County Bar Association c/o Renee M. Fairbanks, CFLS 226 E. Canon Perdido Street, Ste. F, Santa Barbara, California 93101 no later than October 21, 2019.
Click here to view the flyer.
Nov
15
Fri
Join the Santa Barbara County Bar Association for the 2019 Annual Dinner!
Special Guest of Honor:
Attorney General of California Xavier Becerra
To be introduced by Santa Barbara County Superior Court Presiding Judge Michael Carrozzo
Including:
A Tribute to Bill Duval by the Honorable James Herman
RSVP:
Please call 805-569-5511 for more information, to reserve tickets, and for sponsorship opportunities!
**Seating is limited**
Payment:
Call 805-569-5511 to pay via credit card or mail your check payable to:
Santa Barbara County Bar Association
15 West Carrillo Street, Suite 106
Santa Barbara, CA 93101
Click here to pay via Venmo!
Click here to view the flyer!
Jan
25
Sat
Please Join Us for the Crown Jewel of Local MCLE:
The Annual Bench and Bar Conference
If you are an attorney whose last name begins
with N-Z, the deadline to report is February 1, 2020.
Featuring:
Samantha Baldwin, Esq.
Jennifer G. Duffy, Esq.
Daniel Hentschke, Esq.
Abbe Kingston, Esq.
Victoria Lindenauer, Esq.
Tyrone Maho, Esq.
Doug Ridley, Esq.
David Secrest, Esq.
Cristi Michelon Vasquez, Esq.
Distinguished panel of Santa Barbara
Superior Court Judges
MCLE Credit: Up to 6 hours of MCLE Credit including Competence and Elimination of Bias!
Doug Ridley – Lawyers & Substance Abuse
Dan Hentschke – Community Enhancement Through the Eyes of the City Attorney’s Office
Tyrone Maho – Mock Jury Trial
Cristi Michelon Vasquez & Courtney DeSoto – Estate Litigation and Working with Private Professional Fiduciaries
Abbe A. Kingston – Immigration Law
Monique Limon – Keynote Speaker: Legal and Policy Issues in Small-dollar Lending
Jennifer Duffy & David Secrest – Implicit Bias in the Legal Profession and How to Eliminate that Bias
Victoria Lindenauer & R.A. Carrington – Meeting the Challenges in Modern Personal Injury Mediations
Hon. Michael Carrozzo and Hon. Thomas Anderle – Tips for Effective Civil and Criminal Litigation: From the Judge’s Perspective
R.S.V.P.: Call SBCBA at (805)569-5511 for more information, to reserve tickets, and for sponsorship opportunities!
Click here to view the registration form and here for the schedule.
Mar
17
Tue
Mar 17 @ 12:15 pm
MCLE: 1.0 Hour General
Speaker: Christine Roberts
About the Event: Christine P. Roberts is a partner in the Santa Barbara law firm of Mullen & Henzell
L.L.P. She will discuss the SECURE ACT and the effects on retirement assets, IRAs, and contract assets in
general.
Lunch will be provided from South Coast Deli!
R.S.V.P.: Please email Connor@jfcotelaw.com
Click here to view the flyer!
Jun
18
Thu
MCLE: 1.0 Ethics
Speaker: Kevin W. Brown, Supreme Marketing for Attorneys
Kevin W. Brown, M.B.A. is President of “The Specialist in Law Firm Marketing,” providing full-service marketing support for law firms. Since founding the firm in 1991, he has worked with hundreds of firms, from the nation’s largest firms to small local practices, in designing and implementing effective marketing programs. He has an M.B.A. degree in marketing and a B.S. in economics and management. Mr. Brown has a unique perspective on business management and the marketing process. Mr. Brown is author of over 200 articles and speaks statewide at Bar events and nationally at conferences.
About the Event: In a post-Coronavirus world, online advertising and marketing for attorneys are more important than ever. Attend this MCLE and ensure compliance with California’s current requirements for ethical attorney advertising!
R.S.V.P.: Please reserve via email to Mark Coffin, Litigation Section Chair, at mtc@markcoffinlaw.com