Michael Jackson: The Tax Trial of the Century

When: Wednesday July 24th, 2024, at 12:00 PM

Where: Zoom

MCLE: 1.0 Hour General 

If you think “dramatic” and “entertaining” are unlikely adjectives to describe a Tax Court case, think again! Our speaker will start with a look back at the events leading up to the epic “Tax Trial of the Century” between the Estate of Michael Jackson and the IRS. We’ll then address the legal and valuation issues covered at trial, including valuation of Jackson’s music catalog, his 50% interest in a music publishing company, and his name and likeness rights. This case had it all—drama, hype, credibility issues, lies, fantasy, costly trial mistakes, and even a 20-year-old heavily used Honda.

Speaker: Michael A. Perlmutter, JD, CPA, CVA, ABAR

Michael Perlmutter is an attorney, CPA, and Certified Valuation Analyst. As a former IRS Estate Tax Attorney, his personal journey included examining Michael Jackson’s estate tax return, presenting at IRS appeals and assisting IRS litigators in the Jackson estate’s epic court battle against the IRS, and being called to testify at trial by the estate against the IRS’s own expert. Following a distinguished career at the IRS working on high-profile, high-value examinations, valuations, and audits, Michael transitioned to private practice and founded Perlmutter Law and Valuation, a valuation consulting firm, and the Valuation and Litigation Group, which specializes in business and intellectual property valuations as well as royalty compliance audits. He is a frequent presenter to attorneys and financial professionals on valuation issues.

Cost: $15.00
Mail checks by Friday July 19th payable to Santa Barbara County Bar Association
15 W. Carrillo Street, Suite 106 Santa Barbara, CA 93101
or click the link HERE to pay online!

Reservation: To receive the meeting link via email, please respond by Friday, July 19th, to Marietta Jablonka at sblawdirector@gmail.com  AND Chris Kopitzke at ckopitzke@socalip.com

2024 Annual BBQ

Save the Date for SBCBA’s Annual BBQ!

When: Friday June 21st, 2024, at 5:00 PM

Where: Tucker’s Grove Park – 4800 Cathedral Oaks Road

The SBCBA invites members, guests, and families to join us for our annual celebration.

Cost: $50 Members $60 Non-Members $30 Public Interest/Student $5 Kids
Make checks payable to SBCBA, 15 W. Carrillo, Suite 106 or call click the link HERE to pay online!

Sponsorship Opportunities Available!
Please contact sblawdirector@gmail.com for further details

Ethical Issues in Mediation

When: Tuesday June 25th, 2024, at 12:00 PM

Where: College of Law – Santa Barbara Campus 20 E. Victoria Street

MCLE: 1.0 Hour General with 1.0 Hour Ethics

Moderator: John Derrick

A panel of mediators will review a series of hypos bringing up tricky ethical issues that can arise in mediations — ones that can confront both mediators and litigators. Audience members will be encouraged to join in the discussion, bringing their own perspectives and experiences.

Whether you are a litigator or a mediator, or whether you do both, you won’t want to miss this stimulating and — hopefully — enlightening event!

Plus, we encourage people to raise their own ethical hypos. You can either bring one up during the session or — better still — email it in advance to johnderrick@icloud.com.

Panelists:

Judge Frank Ochoa (Ret.): Judge Ochoa served on the bench for over 32 years. During that time, he designed and implemented the Santa Barbara Superior Court’s ADR programs, and twice served as the court’s Presiding Judge. Today, Judge Ochoa is a sought-after mediator and arbitrator.

Lol Sorensen: Lol Sorensen is a skilled mediator and arbitrator experienced in resolving complex and emotionally charged disputes. He brings to this field a rare combination of skills having previously been both an accomplished litigator and a social worker.

Cost: $20 (Lunch not provided but feel free to bring your own!)
CLICK THE LINK HERE TO PAY ONLINE!

Registration: Please contact Marietta Jablonka at sblawdirector@gmail.com or (805) 569-5511.

MCLE: “Family Law & Real Estate: Real Impact, Real Opportunity”

When: March 6th, 2024, at Noon

Where: College of Law – Santa Barbara Campus

MCLE: 1.0 Hour (General)

Speaker: Austin Lampson

About the Event: Austin Lampson is a licensed mortgage professional with Homeowners’ Financial Group. During her informative presentation, she will discuss lending issues and family. She will discuss the following:

  • Definition of Unmarried, Single or Married
    • Federal guidelines on marital status
    • Title vs. Asset allowances
  • Income Allowances
    • Divorces prior to 2019, vs. current
    • Support: history, frequency, continuance
    • Entities and pass through income
  • Asset Allowances
    • Distributions vs. acquisition
    • Joint, marital, and awarded
    • Income from assets vs standard basis
  • Credit Nuances
    • Co-obligated debts & qualifications
    • Delinquencies
    • Other held properties
  • Structure:
    • Purchase vs Buyout – why & what are the differences.
    • Vesting options and nuances

Price: $30 Members $40 Non-Members

Contact Information/RSVP: Please RSVP to assistant@reneemfairbanks.com and send your checks made payable to Santa Barbara County Bar Association to Law Office of Renee M. Fairbanks, 15 West Carrillo Street, Ste. 211, Santa Barbara, CA 93101.

RSVP Deadline is March 4, 2024

MCLE: Navigating the Legal Landscape – 2024 Updates to California Penal Code

When: March 21st, 2024, from 12:00 – 1:15 PM

Where: Zoom

MCLE: 1.0 Hour (General)

About the Event: Join us for an insightful Zoom presentation during the lunch hour as we delve into the latest updates to the California Penal Code. Our expert speaker will guide you through key updates, new legislation, and significant changes in the law that impact your criminal practice. Don’t miss this opportunity to stay abreast of the latest developments and engage in a discussion about the implications these developments may have on your practice of criminal law in California.

Speaker: Doug Ridley, Esq. 

A graduate of Pepperdine Law School, Doug Ridley worked for the Ventura County District Attorney from 1999 through 2004. Doug left the DA’s office in 2004 and began work in private practice. He owns and manages Ridley Defense, APC, working with people who find themselves in the criminal justice system. He is also an adjunct professor at Pepperdine Law School, teaching Police Practices. Doug is the Section Chair for the Criminal Section of the Santa Barbara Bar Association, President of the Private Criminal Defense Bar in Ventura County and the criminal defense representative for the Bench Bar Committee of the San Fernando Valley Bar Association.

Price: $15 Members $20 Non-Members

Contact Information/RSVP: Please RSVP to Doug Ridley doug@ridleydefense.com or Marietta Jablonka sblawdirector@gmail.com

MCLE: 2024 New-Year Employment Law Update

When: March 7th, 2024, at 12:00 PM

Where: The Colleges of Law: Santa Barbara Campus – 20 E. Victoria Street Santa Barbara, CA 93101

MCLE: 1.0 Hour (General)

Speaker: Alex Craigie, Esq. of Craigie Law Firm P.C.

Each year, a batch of new labor laws are rolled out, and 2024 is no exception. From spikes in minimum wages to new laws governing cannabis use and reproductive leave, a lot is changing in California’s workplace. This presentation will explore key shifts in the law that will affect businesses and employers in the years to come and provide practical guidance for how employers can navigate the transition and implement policies to maintain compliance in an ever-changing legal sphere.

Price: $30 Members $35 Non-Members (Lunch will be provided)

Contact Information/RSVP: Please RSVP by March 2nd to Sydney@Craigielawfirm.com

2024 Bench & Bar Conference

When: Saturday, January 27th, 2024

Where: Hybrid Zoom/In-Person Presentation at The Colleges of Law – Santa Barbara Campus (20 E. Victoria Street Santa Barbara, CA 93101)

Join us as we explore relevant legal and social issues, including ethics, competence, employment law, wellness, and landlord/tenant. Lunch and refreshments provided

5 hours MCLE credit, including ethics, competency, and elimination of bias.

Featuring Keynote Speaker:

Hon. Tani Cantil-Sakauye (Ret.)
Former Chief Justice of the Supreme Court of California

Schedule:

Arrival: 9:30 a.m. – 10:00 a.m.
Presentations: 10:00 a.m. – 4:00 p.m.
Social Hour: 4:00 p.m. – 5:00 p.m.

REGISTER NOW!
$45.00 Members
$55.00 Non-Members

Thank you to our sponsors!

Platinum Sponsors:
Foley Bezek Behle & Curtis LLP

Signature Resolution

Gold Sponsor:
American Riviera Bank

Silver Sponsors:
Law Copy

JAMS

If you have any questions about the conference, including sponsorship opportunities, please contact Marietta Jablonka at sblawdirector@gmail.com

SBCBA ADR Section Presents: “The Magic of Mediation”

When: Thursday, January 18th, 2024, from 12:00 – 1:15 PM

Where: Zoom

MCLE: 1.0 Hour (General)

Speaker: Lee Jay Berman, Mediator

Lee Jay Berman has been a full-time mediator for about 30 years and has repeatedly been ranked among the top in his profession nationwide. Mr. Berman founded the American Institute of Mediation after seven years as Director of Pepperdine Law School’s “Mediating the Litigated Case” program — ranked #1 nationally in its field. But as well as having a national presence, Mr. Berman has a special connection to Santa Barbara. When Judge Frank Ochoa — who will be introducing this program — established the Santa Barbara Superior Court’s ADR program in 1999, he hired Mr. Berman to be its first Director.

So be sure not to miss this unique opportunity to learn from a nationally ranked mediator who was among the pioneers of Santa Barbara ADR.

About the Event: Lawyers and judges sometimes talk of mediators “working their magic” in hard-to-settle-cases.

But the “magic of mediation” is about more than what the mediator does in terms of negotiating techniques. The magic mediators can work sometimes has more to do with who they are and what their presence is in the room than anything specific they do. Much of the magic is the mediator’s energy, embodying confidence and optimism and creating and holding space for the parties to say things they haven’t been able to communicate before.

This course will combine specific case studies with general guidance to help mediators and litigators alike create magic spaces for successful mediated outcomes.

Cost: $15 Members $20 Non-Members 

Contact Information/RSVP: To register, please email Marietta Jablonka at sblawdirector@gmail.com to register. Once registered, you will receive the Zoom link.

Questions? Please contact John Derrick at johnderrick@icloud.com or (805)284-1660.

Click the link here to view the flyer!

SBCBA In-House Counsel & Corporate Law and Intellectual Property Sections Present: “Basics of Entertainment Law and Licensing”

When: Wednesday, December 13th, 2023, from 12:00 – 1:15 PM

Where: Zoom

MCLE: 1.0 Hour (General)

Speaker: Jill Monthei, Hollister Law Office APC, has more than fifteen years of experience in the entertainment industry. She has held crucial roles as an in-house attorney for L.A. based entertainment powerhouse companies Kartoon Studios and PocketWatch, Inc., overseeing legal issues in production and distribution with a particular emphasis on intellectual property licensing for merchandising and television. Jill earned her law degree from the Santa Barbara College of Law and her Bachelor of Arts degree from the University of Connecticut.

About the Event: Join us for an overview of key legal concepts in entertainment law from development to distribution, with an emphasis on licensing. The program will cover basic legal and business issues to consider when representing producers, creators, and talent in film and television productions. We’ll also discuss rights acquisition and creative, crew, talent, and production agreements, along with licensing for television/streaming and consumer products.

Cost: $15.00

Mail checks by Friday, December 8th, payable to Santa Barbara County Bar Association, 15 W. Carrillo St., Suite 106, Santa Barbara, CA 93101.

Contact Information/RSVP: To receive the meeting link via email, please respond by Friday, December 8th, to Marietta Jablonka at sblawdirector@gmail.com AND Betty Jeppesen at jeppesenlaw@gmail.com

SBCBA Attorney Wellness Section Presents: “Significant New Changes to MCLE Requirements & Exploring What Fosters Lawyer Well-Being and Success”

When: Tuesday, December 12th, 2023, from 12:00 – 1:00 PM

Where: Zoom

MCLE: 1.0 Hour (Competence)

Presenters: Catherine Ongiri, Managing Attorney, California Bar Association, Office of Professional Competence and Robin Oaks, Chair of Attorney Wellness Section, Santa Barbara County Bar Association

JOIN US FOR THE FIRST PRESENTATION LAUNCHING THE NEW ATTORNEY WELLNESS BAR SECTION

For All Stakeholders: Judges, Lawyers, Law School Deans, Professors, Law Students, Law Firm Staff and
Managers, Bar Associations, Regulators, Professional Liability Carriers, Legal Community Members:

In early December, as the wintertime blahs and holiday stress descend upon us, come explore fostering
well-being in the legal profession, learn evidence-based practices that regulate and renew, and get updated about important MCLE changes adopted by the State Bar of California’s Board of Trustees. Join with Robin Oaks, attorney and well-being coach, and Catherine Ongiri from the California Bar Association, Office of Professional Competence, to learn about the new MCLE requirements affecting all California licensed attorneys. These significant changes signal growing recognition that a broad range of competencies (Professional, Relational, Organizational, Self Skills) contribute to successful legal practice and thriving as legal professionals. Bring your presence to this talk, during this season of gift-giving, and create a vision for fostering well-being and wellness in our legal community.

Cost: $15.00

Please send checks payable to: Santa Barbara County Bar Association, 15 W. Carrillo Street, 106, Santa Barbara, CA 93101. To pay by credit card or for any questions about signing up contact: Marietta Jablonka at (805)569-5511.

Contact for any questions about presentation: Robin Oaks at (805)685-6773 or robin@robinoaks.com

Click the link here to view the flyer!