Untitled Document

88th Annual Meeting of The State Bar of California
My Annual MeetingSchedule for Friday

The State Bar of California 88th Annual Meeting
October 8-11, 2015
Anaheim, California

State Bar Annual Meeting education programs are subject to change. This list represents information available at press time. Programs are listed in numerical order. The abbreviation after the program number is the sponsor code. Consult the Annual Meeting Program Partners list for the full sponsor name.

Courses are noted as Basic/Practical Skills Course, or Advanced Course, or Recent Developments Course.

Friday, Oct. 9 | 8:30 a.m. - 10 a.m.

When Deals Go Bad: Drafting Contracts with Litigation in Mind

Friday, Oct. 9 | 8:30 a.m. - 10 a.m. - Basic/Practical Skills Course

There is little communication between the transactional attorneys who draft contracts and the litigators who litigate them. Learn about the drafting pitfalls that can lead to litigation, and how to avoid them.

MCLE: 1.5 Hours; Legal Specialization: Legal Malpractice

Program 25

BLS

Is the Lid Off?  Crafting an Effective Insurance Policy Limit

Friday, Oct. 9 | 8:30 a.m. - 10 a.m. - Basic/Practical Skills Course

This program will provide useful and practical guidelines for presenting a settlement demand that will expose an insurer to excess judgment.  Both attorneys who represent plaintiffs in civil litigation and defense counsel will benefit from understanding the impact of demands and counteroffers.

MCLE: 1.5 Hours; Legal Specialization: Legal Malpractice

Program 26

COGIP

Avoid the Void:  Considerations in Billing Your Law Firm's Clients

Friday, Oct. 9 | 8:30 a.m. - 10 a.m. - Basic/Practical Skills Course

Did you know that if your law firm's clients' bills do not comply with Business & Profession Code §6148(b), your entire fee agreement is voidable? Experts on fee arbitration will discuss proper billing practices and ways to avoid getting into trouble with clients and the State Bar.  Block billing, charging for paralegals, team meetings, and other billing issues will be addressed.

MCLE: 1.5 Hours of Legal Ethics; Legal Specialization: Legal Malpractice

Program 27

CMFA

Ethics Update 2015: Significant Developments in the Law of Lawyering

Friday, Oct. 9 | 8:30 a.m. - 10 a.m. - Recent Developments Course

Panelists will review and analyze cases and ethics opinions published during the last 12 months which affect the law of lawyering.

MCLE: 1.5 Hours of Legal Ethics; Legal Specialization: Legal Malpractice

Program 28

COPRAC

Elimination of Bias in Jury Selection: Wheeler/Batson/Lenix in the Courtroom

Friday, Oct. 9 | 8:30 a.m. - 10 a.m. - Recent Developments Course

This program will cover the recent cases when race can or cannot be a proxy for preemptory challenges during jury selection.  Learn how to make a record to overcome or meet a Wheeler/Batson objection.

MCLE: 1.5 Hours of Elimination of Bias; Legal Specialization: Criminal Law

Program 29

CRIM

The Post-Evidentiary, Pre-Appeal Phase of a Family Law Case

Friday, Oct. 9 | 8:30 a.m. - 10 a.m. - Advanced Course

From “I rest” to “I appeal” is a vital period of time for either party to seek appellate review. Learn strategies and requirements for CCP 631.8 motions, tentative and intended decisions, minute orders, the statement of decision process, motions to vacate, motions for reconsideration, motions for a new trial, stays and drafting judgments and orders after hearing.

MCLE: 1.5 Hours; Legal Specialization: Family Law, Appellate Law

Program 30

FL

Employment Investigations Basics: Ethics, Bias Avoidance and Interviewing Skills (Part I)

Friday, Oct. 9 | 8:30 a.m. - 10 a.m. - Basic/Practical Skills Course

This two-part practical skills seminar is intended for attorneys who conduct impartial workplace investigations.  Learn the basics of conducting impartial investigations, ethical issues relating to attorneys conducting these investigations, avoiding unconscious biases, and interview techniques.  The program will include demonstrations and best practice advice for new and more seasoned investigators.  Part I will give an overview of investigations and outline the ethical issues. Part II is scheduled at Friday, October 9 from 10:30 AM - 12:00 PM.

MCLE: 1.5 Hours of Which 1.0 Hour Applies to Legal Ethics

Program 31

LL

What Do You Mean You're Not My Client?

Friday, Oct. 9 | 8:30 a.m. - 10 a.m. - Basic/Practical Skills Course

This program will review the often murky rules concerning the identity and ethical obligations to individuals involved in your legal representation. Panelists will discuss confidentiality, privilege and best practices in various areas of law including criminal defense, probate, estate planning, bankruptcy and corporate litigation.

MCLE: 1.5  Hours of Legal Ethics; Legal Specialization: Legal Malpractice

Program 32

SOLO

Limited Scope Representation in Bankruptcy and Consumer Law

Friday, Oct. 9 | 8:30 a.m. - 10 a.m. - Basic/Practical Skills Course

This program will cover best practices related to complying with the ethical issues and rules raised by limited-scope representation in bankruptcy and consumer law.  Get tips on how to use unbundled legal services to support a solo or small legal practice while providing an affordable way for litigants to receive the assistance they need to navigate the justice system.

MCLE: 1.5 Hours of Which 1.0 Hour Applies to Legal Ethics; Legal Specialization: Bankruptcy Law, Legal Malpractice

Program 33

SCDLS /
AJC

Estate Planning to Avoid Litigation: Strategies to Turn What May Seem Inevitable to Avoidable

Friday, Oct. 9 | 8:30 a.m. - 10 a.m. - Basic/Practical Skills Course

Disagreements regarding the disposition of a deceased family member's assets are becoming increasingly prevalent. Failing to address the anticipated areas of discontent will inevitably result in the lawyers becoming the unintended beneficiaries of a decedent's estate plan. Learn estate planning strategies to avoid expensive and protracted litigation among family members.

MCLE: 1.5 Hours; Legal Specialization: Estate Planning, Trust and Probate Law

Program 34

TE

Advanced Neurological Issues in Workers’ Compensation

Friday, Oct. 9 | 8:30 a.m. - 10 a.m. - Advanced Course

The brain is mysterious, difficult, and daunting.  Rating permanent injuries to the brain takes significant skill and understanding.  This program will first provide an understanding of neurologic injuries and describe how to rate these neurological injuries using the AMA Guides, including potential Almaraz-Guzman issues.  This program also will cover how to use discovery to support or attack a neurologic complaint; how to detect malingering in neurologic patients; and, how to prepare for a neurologist’s deposition.

MCLE: 1.5 Hours; Legal Specialization: Workers' Compensation Law

Program 35

WC

Friday, Oct. 9 | 10:30 a.m. - 12 noon

Bankruptcy Appellate Practice

Friday, Oct. 9 | 10:30 a.m. - 12 noon - Basic/Practical Skills Course

This program will cover the nuts and bolts of a bankruptcy appellate practice, including electing between the District Court or the Bankruptcy Appellate Panel, interlocutory appeal issues, standing, mootness, pre-argument motions, jurisdictional review and the appellate record. Learn what makes an effective and persuasive appeal.

MCLE: 1.5 Hours; Legal Specialization: Bankruptcy Law, Appellate Law

Program 36

BLS

Debt Collection In The Age Of Technology And The CFPB

Friday, Oct. 9 | 10:30 a.m. - 12 noon - Recent Developments Course

Debt collectors face countless restrictions imposed by federal and state laws, with more on the way.  Advancements in technology also are fundamentally changing the industry.  This program will review the impact of changing technology, the state of debt collection law in California, the impact of the CFPB on debt collection, and what to expect in the future.

MCLE: 1.5 Hours

Program 37

BLS

Tackling Emotion in Mediation: Tips for Dealing with People in Conflict

Friday, Oct. 9 | 10:30 a.m. - 12 noon - Basic/Practical Skills Course

This program will analyze the spectrum of emotions people experience during mediation. Learn what triggers those emotions, how to recognize and address the psychological biases and heuristics behind those emotions, and how best to prepare yourselves and your clients to experience and address emotions before, during and after the mediation or other negotiations.

MCLE: 1.5 Hours

Program 38

CADR

Dealing with Difficult Clients in Your Law Practice

Friday, Oct. 9 | 10:30 a.m. - 12 noon - Advanced Course

This program will discuss identification of the difficult client, and legal and personal strategies to maintain a productive working relationship and minimize conflict.

MCLE: 1.5 Hours of Legal Ethics; Legal Specialization: Legal Malpractice

Program 39

COPRAC

CEQA Compliance Timing: Judicial Treatment of "Pre-Commitment" Since Save Tara

Friday, Oct. 9 | 10:30 a.m. - 12 noon - Advanced Course

Since the Supreme Court decided Save Tara v. West Hollywood, many CEQA petitioners have attempted to demonstrate unlawful pre-commitment to projects.  Few have succeeded.  The pendulum seems to have swung in the opposite direction. This program will cover the nuances of the post-Save Tara decisions and provide practical pointers to consider during the CEQA process.

MCLE: 1.5 Hours

Program 40

EL

Lions, Tigers & Friends: Social Media Case Law Review

Friday, Oct. 9 | 10:30 a.m. - 12 noon - Recent Developments Course

In the past year, there have been a significant amount of legal decisions made addressing social media and related issues-- terms of use, privacy, and copyright infringement. Panelists will explain these rulings and how they impact you and your law firm's client.

MCLE: 1.5 Hours

Program 41

IP

International Law: EB-5 Immigrant Investor Update

Friday, Oct. 9 | 10:30 a.m. - 12 noon - Advanced Course

The EB-5 Immigrant Investor visa has been around for nearly a quarter century. It has become popular in the last few years because of a confluence of factors including the banking crisis of 2008, and the economic ascendency of China.  There have been a number of significant changes in the way EB-5 applications are processed, and the SEC has turned its attention to recent fraudulent schemes involving EB-5 regional centers.  This program will cover the current status of the program, potential uses in real estate and other projects, and alternatives for immigrant investors.

MCLE: 1.5 Hours; Legal Specialization: Immigration and Nationality Law

Program 42

IL

Employment Investigations Basics: Ethics, Bias Avoidance and Interviewing Skills (Part II)

Friday, Oct. 9 | 10:30 a.m. - 12 noon - Basic/Practical Skills Course

Part II of this practical skills seminar on conducting impartial workplace investigations will focus on identifying and avoiding biases, and interviewing techniques. Part I is scheduled at Friday, October 9 from 8:30 AM - 10:00 AM.

MCLE: 1.5 Hours of Which 1.0 Hour Applies to Elimination of Bias

Program 43

LL

Real Property Law: The Pros and Cons of Using Standard Residential and Commercial Leases

Friday, Oct. 9 | 10:30 a.m. - 12 noon - Basic/Practical Skills Course

This program will address the issues that may arise when your client is using form leases in rent control jurisdictions or when a tenant plans on renovating a leased space.  Panelists will discuss important/controversial lease provisions including notice, lease default remedies, liquidated damages and more, as well as when such clauses should be considered when negotiating/drafting a lease.

MCLE: 1.5 Hours

Program 44

RP

The "Guide to the Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel"

Friday, Oct. 9 | 10:30 a.m. - 12 noon - Basic/Practical Skills Course

This program will review the recently released Third Edition of The Guide to the California Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel.  Panelists will discuss recent ethical developments and the trend toward liability to non-clients, to successor fiduciaries occupying the office of the ‘client’, and the difficult issues surrounding “incapacitated” clients and representation of “families.”

MCLE: 1.5 Hours of Legal Ethics; Legal Specialization: Estate Planning, Trust and Probate Law, Legal Malpractice

Program 45

TE

Workers’ Compensation Trial Practice: Putting Forth Your Best Case

Friday, Oct. 9 | 10:30 a.m. - 12 noon - Basic/Practical Skills Course

A good trial is like a good painting: it takes months to prepare, a day to frame, and tells a moving story through a clear picture.   Too often, the workers’ compensation litigator views the trial as an informal formality.   This program will  cover trial procedure from A to Z--  how to prepare your trial by laying a proper foundation in discovery, the pre-trial conference statement, best practices for presenting your case on the day of trial,  and offer guidance on exhibits, witnesses, trial briefs, and post-trial briefs and reconsideration.  Learn about the common mistakes litigators make at trial, and how to avoid them.

MCLE: 1.5 Hours; Legal Specialization: Workers' Compensation Law

Program 46

WC

Friday, Oct. 9 | 1:30 p.m. - 3 p.m.

Practical Tips for Negotiating Commercial Leases for Franchise Locations

Friday, Oct. 9 | 1:30 p.m. - 3 p.m.- Basic/Practical Skills Course

This program will discuss various practical issues involved in negotiating commercial leases for franchise locations, including subleasing, collateral assignments of lease, prioritization of security interests, franchisor brand protection, and trade name and use clauses.

MCLE: 1.5 Hours; Legal Specialization: Franchise and Distribution Law

Program 47

BLS /
RP

Tricky Billing Issues: It’s Not Easy Making Green in a Busy Law Firm

Friday, Oct. 9 | 1:30 p.m. - 3 p.m. - Advanced Course

Providing fair, accurate bills isn't easy in a busy law practice.  This program will cover challenging billing issues, ethics, hot issues and recent cases, and offer practical tips to help attorneys profitably and ethically bill their clients.

MCLE: 1.5 Hours of Legal Ethics; Legal Specialization: Legal Malpractice

Program 48

CMFA

Walk the Walk: Identifying and Eliminating Bias in the Workplace

Friday, Oct. 9 | 1:30 p.m. - 3 p.m. - Basic/Practical Skills Course

The legal profession has been consciously grappling with deep-rooted and often subtle issues of diversity, inclusion and bias within the legal profession. Filmmaker Abby Ginzberg examines what changes have occurred by making the film Walk the Walk in which scenes and dialogue reflect real-life experiences of the people who were interviewed. Ginzberg and the panel will identify and address the issues portrayed in the film and offer suggestions on ways to eliminate bias in the legal profession.

MCLE: 1.5 Hours of Elimination of Bias

Program 49

COAF

Courtroom Etiquette: Dos and Don’ts from the Judicial Perspective

Friday, Oct. 9 | 1:30 p.m. - 3 p.m.- Basic/Practical Skills Course

This basic seminar will focus on how to make the best appearance in the courtroom to better present your case and make a favorable impression before the judge, court staff and a jury.

MCLE: 1.5 Hours of Which 0.5. Hour Applies to Legal Ethics; Legal Specialization: Criminal Law, Legal Malpractice

Program 50

CRIM

Recent Developments in Family Law

Friday, Oct. 9 | 1:30 p.m. - 3 p.m. - Recent Developments Course

This program will cover new cases, statutes, and rules impacting all areas of a Family Law practice, from the perspective of both the Bench and Bar.

MCLE: 1.5 Hours; Legal Specialization: Family Law

Program 51

FL

Unaccompanied Minors: An International Law Approach to the Humanitarian Crisis at the U.S. Border

Friday, Oct. 9 | 1:30 p.m. - 3 p.m. - Recent Developments Course

The recent surge of unaccompanied minors from Central America seeking refuge in the United States and the actions of U.S. law enforcement have raised many legal and policy issues here and abroad. This program will address the international legal issues arising from these developments.  Panelists will cover several key topics including U.S. obligations under the United Nations Refugee Convention, the legality of family detentions under international human rights law, the aid to children escaping violence and persecution, and the impact on California as a border state.

MCLE: 1.5 Hours; Legal Specialization: Immigration and Nationality Law

Program 52

IL

Public Law: Protecting Your Agency's Employees from Threats and Harassment

Friday, Oct. 9 | 1:30 p.m. - 3 p.m. - Basic/Practical Skills Course

Public agency employees often encounter threats and harassment from members of the public and fellow employees.  This program will provide an overview of what counsel needs to know about protecting their agency's most valuable resource from threats and harassment.  Panelists will outline the legal tools designed to protect employees from threats of violence.

MCLE: 1.5 Hours

Program 53

PL

Real Estate/Mortgage Issues: Dodd Frank Act

Friday, Oct. 9 | 1:30 p.m. - 3 p.m.- Basic/Practical Skills Course

Due to adoption of  the Dodd Frank Act, the  Consumer Financial Protection Bureau may be the most significant development in the area of real estate finance in many years.  The Bureau, who aggressively monitors the industry, is now levying substantial fines against banks and mortgage services, and recently announced new federal mortgage “ability to pay” rules.  This program will cover the new rules and how to protect your clients.

MCLE: 1.5 Hours

Program 54

RP

Partnership Tax Nuts & Bolts: Common Pitfalls to Avoid When Forming Partnerships and LLCs

Friday, Oct. 9 | 1:30 p.m. - 3 p.m. - Basic/Practical Skills Course

This program will cover the nuts & bolts of partnership taxation, including a discussion of the proposed regulations on partnership liability allocations. Learn how these new regulations can dramatically tighten the rules and trigger gains for many taxpayers with negative capital accounts. The program also will review planning techniques under both current law and the proposed changes.

MCLE: 1.5 Hours; Legal Specialization: Taxation Law, Legal Malpractice

Program 55

TAX

Understanding the Remedies Available for Financial Elder Abuse

Friday, Oct. 9 | 1:30 p.m. - 3 p.m. - Basic/Practical Skills Course

This program will provide an overview of the remedies available to address different forms of elder financial abuse. Panelists will provide guidance and tips on when and how to get social services or law enforcement involved; how to resolve the problem without litigation; and what remedies are available under the consumer protection statutes, elder abuse statutes and the Probate Code.

MCLE: 1.5 Hours; Legal Specialization: Estate Planning, Trust and Probate Law

Program 56

TE

Workers’ Compensation Medical Treatment Update

Friday, Oct. 9 | 1:30 p.m. - 3 p.m. - Recent Developments Course

Medical treatment authorization is the hot topic in workers’ compensation this year.  Dubon, Stevens, IMR, UR, and the new MTUS are just some of the issues changing the way we authorize medical treatment. Panelists will discuss the recent changes in workers’ compensation medical treatment including the latest case law, statutes, and regulations. Get tips and tricks on litigating medical treatment disputes, and hear about the best predictions for the future of medical treatment authorization.

MCLE: 1.5 Hours; Legal Specialization: Workers' Compensation Law

Program 57

WC

Friday, Oct. 9 | 3:30 p.m. - 5 p.m.

Antitrust, Privacy and Unfair Competition Law 101

Friday, Oct. 9 | 3:30 p.m. - 5 p.m. - Basic/Practical Skills Course

This primer on federal and state antitrust and privacy laws and California’s UCL provisions will provide practitioners with an understanding of what constitutes unlawful conduct and how to effectively plead and defend against claims.

MCLE: 1.5 Hours

Program 58

AN

Review of Federal Discovery Obligations for Prosecutors

Friday, Oct. 9 | 3:30 p.m. - 5 p.m. - Basic/Practical Skills Course

This course will discuss federal discovery obligations for prosecutors.

MCLE: 1.5 Hours; Legal Specialization: Criminal Law

Program 59

CYLA

Appeals: That’s Not How We Do It In This Court

Friday, Oct. 9 | 3:30 p.m. - 5 p.m. - Advanced Course

Clerks of the Court from all six appellate districts take you behind the scenes in appellate procedure. Learn how appeals are actually processed and how understanding local practices and preferences can help navigate your appeal to a successful outcome. This one-of-a-kind program is a “must” for any lawyer wanting first-hand insights into how the system really works.

MCLE: 1.5 Hours; Legal Specialization: Appellate Law

Program 60

CAC

2015 Update on Healthcare Reform

Friday, Oct. 9 | 3:30 p.m. - 5 p.m. - Recent Developments Course

This program will cover the recent developments in Federal Healthcare Reform, including discussion of Supreme Court opinions impacting premium subsidies

MCLE: 1.5 Hours

Program 61

COGIP

Top Ten Things that Put Lawyers in Hot Water

Friday, Oct. 9 | 3:30 p.m. - 5 p.m. - Recent Developments Course

At this program ethics specialists will discuss issues that create real problems for lawyers which expose them to risk of disbarment, inactive enrollment, and fines and penalties.

MCLE: 1.5 Hours of Which 1.0 Hour Applies to Legal Ethics; Legal Specialization: Legal Malpractice

Program 62

CMFA

Sometimes It Takes Just One: Know Where Your Insurance Policy Takes You If A Claim Is Made

Friday, Oct. 9 | 3:30 p.m. - 5 p.m. - Basic/Practical Skills Course

Attorneys with malpractice insurance policies often fail to review the policy until a claim arises.  There are many important aspects to lawyers professional liability insurance, however, including prior acts dates and extended reporting periods, and deductibles and settlement provisions. This program will address how a lawyer's professional liability insurance policy operates, and outlines the issues to carefully follow once a claim arises.

MCLE: 1.5 Hours of Legal Ethics; Legal Specialization: Legal Malpractice

Program 63

COPLI

Ethics for the Solo and Small Firm Lawyer

Friday, Oct. 9 | 3:30 p.m. - 5 p.m. - Advanced Course

This program will examine common ethical dilemmas that solo and small firm practitioners encounter and provide professional responsibility and risk management tips.

MCLE: 1.5 Hours of Legal Ethics; Legal Specialization: Legal Malpractice

Program 64

COPRAC

Ethics for Criminal Law Attorneys

Friday, Oct. 9 | 3:30 p.m. - 5 p.m. - Basic/Practical Skills Course

This program will focus on the ethical rules governing the conduct of criminal attorneys, both prosecutors and defense attorneys, and how to balance competing duties to clients, the criminal justice system, and the State Bar.  Panelists will cover ethical rules and case law, and offer tips to prevent ethical dilemmas. Learn about prosecutorial misconduct, client confidentiality, proposed client perjury, the duty of candor and fair dealing.

MCLE: 1.5 Hours of Legal Ethics; Legal Specialization: Criminal Law

Program 65

CRIM

Intellectual Property Law: Patent, Trademarks, Copyrights and Trade Secrets

Friday, Oct. 9 | 3:30 p.m. - 5 p.m. - Basic/Practical Skills Course

This program will outline the basics of  intellectual property law, covering needed know-how in patent, trademarks, copyrights and trade secrets.

MCLE: 1.5 Hours

Program 66

IP

Competence Issues: Coping with the Unique Challenges of Legal Practice

Friday, Oct. 9 | 3:30 p.m. - 5 p.m. - Basic/Practical Skills Course

This program will examine the stress, anxiety, depression and substance abuse challenges often encountered by legal professionals and the resources available to address these challenges.

MCLE: 1.5 Hours of Competence Issues

Program 67

LAP

Public Law: Handling Contractor Claims on Public Works Construction Projects

Friday, Oct. 9 | 3:30 p.m. - 5 p.m. - Basic/Practical Skills Course

State and local governments construct millions of dollars a year in improvements ranging from airports, freeways and roads, public buildings, flood control and other public improvements.  These projects are fraught with claims leading to expensive litigation.  This program will focus on the most effective way to handle public works construction claims.

MCLE: 1.5 Hours

Program 68

PL