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California Lawyers Association

2019 Annual Meeting Webcast Schedule

Can’t make it to Monterey? We’ll miss you! But you can still take advantage of our high-quality MCLE programs through your computer screen with these live-streamed programs! To register, scroll down to view the available programs, click on the programs you are interested in, and go through the register button.

Thursday, October 10, 2019

Professional Responsibility in California: Past, Present and Future [1.0 Hour Legal Ethics]

10:45 a.m. – 12 noon

California Lawyers Association Ethics Committee

Lawyers in California have experienced significant changes in the past couple of years. New Rules of Professional Conduct became effective November 1, 2018. The State Bar of California spun out the Sections and Young Lawyers Association in order to focus exclusively on public protection. This presentation will introduce California Lawyers Associations new Legal Ethics Committee and explore what these changes, and others, portend for the practice of law in California.

Speakers: Alison Buchanan, Rachelle Cohen, Karen Goodman, David Majchrzak, Neil Wertlieb (moderator)

Recent Developments Affecting Partnership and Limited Liability [1.0 Hour MCLE]

1:45 p.m. – 2:45 p.m.

Business Law Section

This program will survey development in law and regulations that affect partnerships, limited liability companies and limited partnerships operating in California. It will include a summary of some of the matters published by the PLLC committee as well as other recent developments. The program will include discussions such as the characterizations of partnership interests as securities, piercing the veil for singular and multiple member LLC’s and the LLC guide.

Ethical Issues and Pitfalls for Nonprofit Boards and Their Advisors [1.0 Hour Legal Ethics]

3 p.m. – 4 p.m.

Business Law Section

This presentation focuses on the following issues in advising nonprofit organizations: identifying who is the client, avoiding representation of adverse interests, payment of fees by a third party and competency and independent judgment.

Client Trust Accounting-Keeping in Check [1.0 Hour Legal Ethics]

4:15 p.m. – 5:15 p.m.

California Lawyers Association – Lawyering Skills

This program will cover an attorney’s ethical obligations and State Bar rules concerning Client Trust Accounting— a leading issue for attorney discipline. A State Bar of California expert will offer key information to keep you in check.

Friday, October 11, 2019

T is for Trust and Trouble – 6 Tricky Administration Issues [CLE: 1.0 Hour. Legal Specialization: 1.0 Hour Estate Planning, Trust and Probate Law]

8:45 a.m. – 9:45 a.m.

Trusts and Estates Section

This program will address tricky and recurring trust administration problems including marijuana related issues, contaminated land, cryptocurrency, litigation against a beneficiary, the estate tax return and changing situs. At the end of the program, the participant will be able to understand and identify the risks associated with each issue described, understand what questions to ask in conducting due diligence regarding a trust administration with these issues and ways to mitigate the problems.

When Success and Achievements are Not Enough: Suicide, Mental Health and Substance Abuse Issues in the Legal Profession [CLE: 1.0 Hour Competence Issues]

10 a.m. – 11 a.m.

Criminal Law Section

This seminar will address the rising occurrence of suicide in the legal field. We will address what signs to look for and watch out for and how to get assistance for yourself or another person you are concerned about.

The New Rules of Professional Conduct – A Year in Review [CLE: 1.0 Hour. Legal Ethics Legal Specialization: 1.0 Hour Legal Malpractice Law]

11:15 a.m. – 12:15 p.m.

California Lawyers Association – Ethics Committee

This program highlights some of the more significant changes reflected in the Rules of Professional Conduct that went into effect on November 1, 2018, and how the first year of their implementation has helped to shape and inform compliance.

When Are Conflict Waivers Effective and When Are They Not! [CLE: 1.0 Hour Legal Ethics. Legal Specialization: 1.0 Hour Legal Malpractice Law]

2:15 p.m. – 3:15 p.m.

California Lawyers Association Ethics Committee

The Rules of Professional Conduct, and the duty of loyalty, mandate that attorneys avoid conflicts of interest, at least absent informed written consent of the applicable client(s). This presentation explores the requirements for conflict waivers under the new Rules of Professional Conduct and under applicable case law, including last year’s California Supreme Court decision in the Sheppard Mullin case.

Play to The Rule Set for a Successful Law Practice [CLE: 1.0 Hour Legal Ethics. Legal Specialization: 1.0 Hour Taxation Law]

3:30 p.m. – 4:30 p.m.

Taxation Section

Learn more about select ethics rules that are common to a law practice. Hear client examples applying the rules to mitigate risk.

New Rules of Professional Conduct: Flat Fees and Conflict Checks [CLE: 1.0 Hour Legal Ethics]

4:45 p.m. – 5:45 p.m.

Solo and Small Firm Section

California’s Rules of Professional Conduct were substantially revised effective November 1, 2018. The changes impact major issues in our practices, including flat fees and conflicts. This session will highlight the major changes and provide practical solutions to integrate the changes into your practice to remain in compliance.

Saturday, October 12, 2019

Substance Use Disorders, Mental Health and The Practice of Law [CLE: 1.0 Hour Competence Issues]

8:45 a.m. – 9:45 a.m.

California Lawyers Association/The Other Bar

In this presentation, learn about the harmful physical and mental effects of alcohol and drug abuse and addiction. Why are legal professionals prone to alcohol and drug abuse and addiction? What are the impacts to family, friends, employers, clients and colleagues of alcohol and drug abusers? When is it time to get professional help to intervene and preserve one’s health and career? The speaker will use his own personal journey and experience to bring these important issues to the forefront. The speaker will provide resources for your consideration and highlight the role that The Other Bar can play in the recovery process.

Recent Developments in Trusts and Estates – Caveat: This Wont Get You Into Stanford or USC [CLE: 1.0 Hour. Legal Specialization: 1.0 Hour Estate Planning, Trust and Probate Law]

10 a.m. – 11 a.m.

Trusts and Estates Section

This program is an annual review of changes in statutory and case law that are most significant to California trusts and estates practitioners. The panelists will analyze the key developments of 2018, including new legislation and court decisions.

A New Age of Estate Planning for Married Couples [CLE: 1.0 Hour. Legal Specialization: 1.0 Hour Estate Planning, Trust and Probate Law]

11:15 a.m. – 12:15 p.m.

Trusts and Estates Section

With the estate tax exemption higher than ever, married couples now have more flexibility and options in structuring their estate plans. This presentation will cover the planning opportunities for issues that previously took a back seat to estate taxes, such as basis adjustment, property taxes, control from the grave, creditor protection, and state estate taxes, as well as a review of “old” trust provisions that might not work as intended under current law, and will offer options to build in flexibility for changes in circumstances and changes in the estate tax laws.

Technology in the Courtroom and Your Law Practice [CLE: 1.0 Hour of which .5 applies to Legal Ethics. Legal Specialization: 1.0 Hour Criminal Law]

2 p.m. – 3 p.m.

Criminal Law Section

The use of technology and social media continues to grow each day. This seminar will discuss the ethics of using both while being mindful of the new Rules of Professional Conduct.

Ethics and Civility and Negotiations: Maintain Power, Calm and Sanity [CLE: 1.0 Hour Legal Ethics]

3:15 p.m. – 4:15 p.m.

Law Practice Management and Technology Section

Are legal ethics and civility possible in heated negotiations? Most of what we do is negotiation whether with clients, opposing counsel, our staff, the court and even our families. This highly interactive program will empower you with proven techniques to get to a mutually satisfying result, without sacrificing your case, your reputation, or your sanity. We will incorporate the newest Rules of Professional Responsibility, the Civility Guidelines and emotional intelligence to help you be successful, powerful and keep sane. Effective negotiation skills are your most important tool in your practice.

Recognizing and Understanding Underpinnings of Bias and Discrimination [CLE: 1.0 Hour Recognition and Elimination of Bias in the Legal Profession and Society]

4:30 p.m. – 5:30 p.m.

Business Law Section

This will be a co-presentation by psychologist Angela Moskovis, Ph.D. and David Leatherberry who is counsel for the San Diego Psychological Association and who represents psychologists throughout the state. This presentation will focus on subtle ways in which we all manifest bias, looking at examples ranging from the humorous to the heartbreaking. Dr. Moskovis will lead a discussion of the psychological underpinnings of harmful bias, with the objective being that the more we recognize subtle manifestations of bias, and recognize how those manifestations in ourselves may be influenced by our own self-care, the more we are able to positively influence and redirect bias in social interactions.

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