Archive for category: News

When: August 10th, 2023 from 12:00 – 1:15 PM

Where: The Colleges of Law – Santa Barbara Campus

MCLE: 1.0 Hours (Specialty Credit for Implicit Bias)

Speakers: Hellen Hong, Esq. is the CEO of CalBar Affinity, Inc., which operates CalBar Connect. She has held multiple positions in public interest law firms, the State Bar of California, and nonprofit organizations.

Suma Mathai, Esq., MSW, is a legal consultant with the Judicial Council of California and an adjunct lecturer at the University of Southern California Gould School of Law. She previously practiced family law at public interest law firms in Los Angeles.

Cost: $30 Members $35 Non-Members (Light lunch will be served)

Please mail checks by Monday August 7, 2023, payable to Santa Barbara County Bar Association, 15 W. Carrillo Street, Suite 106, Santa Barbara CA 93101 or call to pay via credit card: (805) 569-5511

RSVP: Please contact Marietta Jablonka at [email protected]

Save the Date for SBCBA’s Annual BBQ!

When: Friday June 16th, 2023, 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.

Thank you to our sponsors!

Gold Sponsors: 
Law Offices of Bradford Brown

Herring Law Group

The Colleges of Law

Silver Sponsors:

Montecito Bank & Trust Wealth Management

Paragon Mortgage 

Sponsorship Opportunities Available! Please contact email [email protected] for more information

Click the link here to view the flyer!

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]

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.