SBCBA Estate Planning/Probate Section Presents: “Drafting Considerations for the Asset Protection Trust”

When: Wednesday May 17th, 2023 from 12:00 – 1:15 PM

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

MCLE: 1.00 Hour(s)

About the Event: Often an attorney will utilize the trust form supplied by an offshore trustee company to expedite the process of implementing an asset protection trust for the client. We have found serious problems with such supplied trust forms. Quite frequently such forms do not take into consideration U.S. tax consequences and other important matters.

This presentation covers the use of special provisions for asset protection trusts (applicable to both domestic and offshore trusts). The discussion includes (examples): trust protector provisions (an oversight facility) – what they are, sample language, how they are used, what they should include; flight provisions (moving the trust from one jurisdiction to another) – what they are, sample language, how they are used, when it is appropriate to use, what they should include, mechanism to ensure its functionality; duress provision – what it is, sample language, how it is used, what it should include, mechanism to ensure voluntary acts only; effect of discretionary distribution/allocation provisions, and others.

Speaker: Howard Rosen

Howard Rosen is an AV ® Preeminent™ rated Attorney and Certified Public Accountant practicing law in Miami, Florida, as a shareholder (partner) in the firm of Donlevy-Rosen & Rosen, P.A. (the “AV Preeminent” rating is the highest rating accorded by Martindale-Hubbell, an internationally recognized independent attorney rating organization). Donlevy-Rosen & Rosen, P.A. is listed in Martindale Hubbell’s Bar Register of Preeminent Lawyers.

Mr. Rosen served as an Adjunct Professor and lecturer at law at the University of Miami School of Law for twenty years (1991 – 2010), was a guest lecturer at the University of Miami School of Business Administration, and is an internationally recognized authority and frequent lecturer on the subjects of asset protection, taxation, and estate planning. Mr. Rosen is the Chairman of the Asset Protection Committee of the American Academy of Attorney – Certified Public Accountants (2004 – Present).

Cost: $30 per person (Light lunch included)

Please mail checks by Wednesday, May 10th, 2023, payable to Santa Barbara Bar Association, 15 W. Carrillo Street Suite 106, Santa Barbara, CA 93101.Or call to pay via credit card: 805-569-5511.

R.S.V.P.: Please contact Marietta Jablonka at [email protected]

2023 Virtual Bench & Bar Conference

Time to Register!

Join us as we explore emerging legal and social issues from 2022, including cryptocurrency, civil rights and family law.

When: Friday January 27th, 2023, from 8:30 AM – 4:30 PM

Cost: $30 SBCBA Members $40 for Non-Members

Featuring Keynote Speaker:

Hector Villagra
Executive Director at the ACLU of Southern California

Click the link here to register online!

You can also click the link here to view the schedule or here to view the flyer.

2023 Virtual Bench & Bar Conference

Time to Register!

Join us as we explore emerging legal and social issues from 2022, including cryptocurrency, civil rights and family law.

When: Friday January 27th, 2023, from 8:30 AM – 4:30 PM

Cost: $30 SBCBA Members $40 for Non-Members

Featuring Keynote Speaker:

Hector Villagra
Executive Director at the ACLU of Southern California

Click the link here to register online!

You can also click the link here to view the schedule or here to view the flyer.

2022 Annual Dinner Sponsorship

The Santa Barbara County Bar Association will hold the Annual Dinner on December 1, 2022, at the El Paseo Restaurant. If you would like to be a sponsor for this awesome event, please contact Marietta Jablonka at [email protected] or (805)569-5511 to arrange payment and submit logo.

Sponsorship Packages Available:

  • Premier Sponsorship – $1,500 6 tickets, logo on step & repeat banner, listing on Annual Dinner program and recognition in the Santa Barbara Lawyer Magazine and eNewsletter (must submit by 11/15 to be included on banner)
  • Gold Sponsorship – $1,000 4 tickets and recognition in the Santa Barbara Lawyer magazine and eNewsletter
  • Silver Sponsorship – $750 2 tickets and recognition in the Santa Barbara Lawyer Magazine and eNewsletter

We are expecting this event to be well attended and hope you will consider being a sponsor!

2022 Annual Dinner

You are cordially invited to attend the Santa Barbara County Bar Association’s: 

Annual Dinner 

The Santa Barbara County Bar Association is excited to announce that the Annual Dinner is back!

Thursday, December 1st, 2022

El Paseo Restaurant

10 El Paseo, Santa Barbara

Reception begins at 6:00 PM with dinner to follow at 6:30 PM

Awards Presentation Honoring:
The Honorable Von Deroian
Lol Sorenson
Robin Unander

Great food, photo booth and more!

You do not want to miss this amazing event honoring our legal community.

Cost: $115 SBCBA Members (After November 15th $125) $130 Non-Members (After November 15th $140)

Call SBCBA at (805) 569-5511 for more information, to reserve tickets and for sponsorship opportunities!

SBCBA Intellectual Property/Technology & Business and In-House/Corporate Law Section Presents: “Fast and Cost-Effective Take-Down Strategies for Online Scams, Frauds, & Infringement”

When: November 17th, 2022, from 12:00 – 1:15 PM

Where: Zoom

MCLE: 1.00 Hour (General)

About the Event: The rise of e-commerce and crypto currencies has led to a cottage industry of scammers setting up fraudulent websites. Commonly, a scammer will pose as a legitimate internet retailer, take orders and collect payment from unsuspecting customers, and deliver nothing or counterfeit product in return. These websites frequently infringe the trademarks, trade dress, and copyrights of bona fide merchants and service providers or misuse the personal data of customers or users lured to the deceptive site. Scammers know it will take several months to remove a fake website from the internet via traditional federal litigation and injunctive relief. By the time a court orders a website removed or de-indexed, the swindlers have made off with thousands of dollars from fraudulent sales or valuable personal information and moved on to create another fake website.

While litigation is expensive, time consuming, and less than effective in addressing ongoing online scams and infringement, takedown notifications offer a much faster and more cost-effective means of eliminating counterfeit websites. Join us to learn about various federal, state, and foreign statutes and specific procedures that can be used to get a fraudulent website offline.

Speaker: Brian S. Tamsut

Brian Tamsut is an attorney with SoCal IP Law Group in the firm’s Westlake Village office. His practice focuses on patent and trademark prosecution, intellectual property litigation in federal courts, and alternative strategies for addressing online fraud, scams, and infringement. Brian attended UC Irvine School of Law as an Erwin Chemerinsky Merit Scholar. During law school he worked pro bono for the UC Irvine Intellectual Property, Arts, and Technology Law Clinic, where he represented copyright holders before a federal rulemaking agency and testified about the Digital Millennium Copyright Act (DMCA) before the United States Copyright Office.

Cost: $10 SBCBA Members/$15 Non-Members

Contact Information/R.S.V.P.: To receive the meeting link via email, please respond by Friday, November 11th, to Chris Kopitzke at [email protected] AND to Marietta Jablonka at [email protected]

SBCBA Employment Law Section Presents: “Understanding the Nuts and Bolts of Employment Practices Liability Insurance (EPLI)”

When: November 10th, 2022 at 12:00 PM (Lunch included)

Where: Santa Barbara School of Law – Library

MCLE: 1.0 Hours (General)

About the Event: Employment-related claims have exploded in recent years and can pose an existential risk, particularly for small employers. Statistics suggest employment-related lawsuits represent at least one fifth of all suits filed in the US, and three out of four companies will face an allegation of employment practices liability.

One-way employers can manage the risk and cost posed by this growing trend is to purchase Employment Practices Liability Insurance (EPLI). However, while EPLI unquestionably offers protections, it is crucial for employers (and their counsel) to possess a minimum understanding of this product, including limitations of coverage, deductibles, choice of counsel and other important provisions. This approved 1-hour MCLE presentation will provide an understanding of the nuts and bolts of EPLI.

Speakers:

  • Alex Craigie, Esq. The Law Offices of Alex Craigie

Alex is an AV-Preeminent rated lawyer who practices exclusively employment law on behalf of business entities. His top priority is ensuring his clients are never targeted by employment claims through careful advice and counseling. When claims or lawsuits arise, however, he calls upon his 29+ years of experience as a top-tier national trial lawyer to reach the best possible outcome for business clients, with particular attention to controlling both defense costs and risk.

  • Ken Newendorp, Brashears & Newendorp Insurance Agency

Ken is an insurance professional with over 12 years’ experience helping clients understand how to avoid or mitigate the risks of running a business through insurance products. He specializes in property and casualty insurance products, including EPLI insurance. A Santa Barbara native, Ken graduated from UC Santa Barbara and holds a Masters degree in Organizational Management.

Price: $25 SBCBA Members/$35 Non-Members (Lunch included)

Contact Information/R.S.V.P.: Please RSVP by November 7, 2022 to: Alex Craigie, The Law Offices of Alex Craigie, 1482 East Valley Road, Suite 511, Santa Barbara, CA 93108, [email protected], (805) 845-1752.

SBCBA ADR Section Presents: “In the Room, On Zoom & the Hybrid Room”

Online and online/hybrid dispute resolutions are here to stay. Maximize engagement and success using psychology and technology.

When: September 28th, 2022 at Noon

Where: Zoom

MCLE: 1.0 Hours General

Speaker: Susan Guthrie, Esq. has been a leading family law and dispute resolution professional for more than 30 years. In 2020 Susan partnered with mediation legend, Forrest “Woody” Mosten, to create the Mosten Guthrie Academy which provides cutting edge, gold-standard virtual trainings for attorneys, mediators, and other professionals.

As a leading dispute resolution professional herself, Susan is honored to serve on the Executive Council of the American Bar Association’s (ABA) Section of Dispute Resolution. Susan is also an internationally well-regarded expert in online mediation and has been training colleagues and other professionals in the practical and ethical considerations of conducting their mediations online with her innovative programs and webinars for years. Susan founded Learn to Mediate Online™ in 2018 and she just launched The Make Money Mediating Podcast to support legal and dispute resolution professionals in building a profitable and enjoyable practice.

Susan has been featured in and on media outlets such as CNBC, Market Watch, Forbes, Eye on Chicago, WGN, the ABA’s Just Resolutions Magazine, Thrive Global, The Nook Online, Medium, Authority Magazine and She Knows among others.

She is licensed to practice law in the States of California and Connecticut as well as before the Supreme Court of the United States.

About the Event: Online communication of all sorts – and especially dispute resolution – has its own unique set of advantages and pitfalls. Learn tips, tricks, and best practices to succeed in online and online/hybrid dispute resolution from a nationally-recognized leader and tech-pioneer.

Price: $15 Members/$25 Non-Members

Please mail checks by Wednesday, September 21st, 2022 payable to Santa Barbara Bar Association, 15 W. Carrillo Street Suite 106, Santa Barbara, CA 93101.Or call to pay via credit card: 805-569-5511.

Contact Information/R.S.V.P.: To RSVP, contact Matthew Moore, ADR Section Head at [email protected] or Marietta Jablonka at [email protected] for the registration link

2022 Past Presidents Luncheon

When: Thursday September 22nd, 2022 at Noon

Where: University Club of Santa Barbara

Cost: $50 per person

We are in the process of organizing the annual Past Presidents Luncheon. The purpose of the luncheon is to introduce new Bar Admittees and Attorneys who are new to the Santa Barbara area to judges in Santa Barbara County.

If you have an attorney in your office that is newly admitted to the Bar (from 2020-present) or new to the area, that would like to attend please contact Marietta Jablonka at the SBCBA office (805) 569-5511 or [email protected]

SBCBA 2022 BBQ

The SBCBA invites members, guests, and family to spend the afternoon together and enjoy delicious food and drinks created by our long-time master chefs, Rusty Brace and Mack Staton, and expert bartenders, Will Beall and Eric Burkhardt. Wine will be generously provided and poured by Joe Liebman and Brian O’Connor. This long-awaited event is not to be missed!

When: Friday, June 24th 2022, at 5:00 PM

Where: Oak Park, 502-598 W. Alamar Ave. Santa Barbara, CA 93105

Cost: $50 Members
$60 Non-Members
$30 Public Interests/Students
$5 Children

Contact Information/R.S.V.P.: Please RSVP no later than June 18th, 2022 to [email protected]

Click the link here to pay via Venmo.

Please mail checks to SBCBA, 15 W. Carrillo Street Suite 106, Santa Barbara, CA 93101. Or call to pay via credit card: 805-569-5511.

Special thanks to our sponsors!

Gold Sponsors:

The Herring Law Group

The Law Offices of Bradford D. Brown

The Santa Barbara & Ventura Colleges of Law

Silver Sponsor:

Montecito Bank & Trust Wealth Management

Click the link here to view the flyer.