Tracing Issues and Marriage of Ciprari

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.

Trade Secrets: Why They Matter and How to Protect Them

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.

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Utilizing Private Placement Life Insurance For Income, Capital Gains, and Estate Tax Planning

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.

2019 Annual Dinner

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 Municipal Court Presiding Judge Michael Carrozzo


A Tribute to Bill Duval by the Honorable James Herman



Please call 805-569-5511 for more information, to reserve tickets, and for sponsorship opportunities!

**Seating is limited**


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!

Reception with the Appellate Justices of Division Six

MCLE Credit:

1 Hour General credit


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 pay via Venmo!

Click here to view the flyer!

SBCBA 2019 Golf & Tennis Tournament

2019 Golf and Tennis Flyer


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)


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


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

SBCBA 2019 Annual BBQ

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


Sponsorship opportunities available! Inquire:

Special thanks to our sponsors!





Click here to view the flyer.

All Fees Are Non-Refundable 

The SBCBA Estate Planning/Probate Section Presents: Making Sustainable Budgets and Monitoring Prudent Investments in a Special Needs Trust

About the Event: The Special Needs Team is a deeply experienced group of financial advisers and client associates. They are dedicated to helping improve the long-term well-being of individuals who are unable to care for themselves by offering financial advice and guidance. Located in multiple offices throughout California, they work closely with estate planning attorneys and family members to provide budgeting, wealth planning and investing designed to assist those who are integral to the care of society’s most vulnerable: people with disabilities, elderly individuals with dementia, accident victims, and other special-needs populations.

MCLE: 1 Hour General Credit

Lunch will be provided from South Coast Deli

The SBCBA Family Law Section Presents: Brown Bag Lunch with Commissioner Stephen Foley

Speaker(s): Commissioner Stephen Foley
About the Event: Join the Santa Barbara County Bar Association, Family Law Section, for a brown bag lunch with Commissioner Stephen Foley, who hears domestic violence restraining orders and child support services matters. Learn about Commissioner Foley’s policies and procedures in his courtroom.
Contact Information/R.S.V.P.:
Please provide your RSVP to Renee M. Fairbanks, CFLS at: by March 12, 2019.

The SBCBA Employment Law Section Presents MCLE: “Mediating the Employment Law Dispute”

The SBCBA Employment Law Section Presents:“Mediating the Employment Law Dispute”

When: January 30, 2019, 12:00 noon

Where: Santa Barbara College of Law, Room 1, 20 E. Victoria Street

MCLE:  1 Hour MCLE Type (General)

Speaker(s): Henry Bongiovi, Esq., Bongiovi Mediation. Mr. Bongiovi is an AV-Rated attorney and mediator in Santa Barbara operating a business law and civil litigation practice, including personal injury and medical malpractice, with an emphasis on employment and labor law, which includes representation of both management and employees.

About the Event: There is no question employment-related litigation is on the rise. Mediation has been shown to be an effective means of dispute resolution. It provides a forum and an atmosphere in which parties gain understanding, are heard, become understood and work together to explore options for resolution. By resolving disputes in mediation, parties determine for themselves what is important and, ultimately the outcome of the situation. Employment disputes present peculiar challenges for the mediation process. Not only is the law complex and sometimes surprising for the parties, particularly employers, but the disputes often relate to interpersonal relationships and communications that must be considered if a resolution will be reached.

In this 1 hour MCLE presentation, Henry Bongiovi, a highly-regarded employment lawyer and ADR neutral, brings his wealth of experience from both fields together to help us better understand these unique challenges of mediating an employment dispute, as well as providing the best practices for participating in this process with an aim to make it as productive as possible.

Price: $35.00 SBCBA Members/$40.00 Nonmembers. Lunch will be included.

Contact Information/R.S.V.P.: Alex Craigie, Esq., the Law Offices of Alex Craigie. Alex@Craigielawfirm; (805) 845-1752. Please RSVP by January 28th, if lunch is desired.

Click here to see the flyer and here for the presentation materials.