Webinar

Come learn about the important changes to Rule 1.15 of the Rules of Professional Conduct which have greatly expanded the obligations of attorneys to maintain advanced fees in trust and to account, report and pay out entrusted funds to third parties (not solely their clients). This program will cover the only carve out for the requirement for depositing advanced fees into a trust account for flat fees, and explain the difference between an hourly, flat fee or true retainer agreement. Read more

Details the effects of marriage and divorce on estate plans executed prior to change in status. Deals with limitations on planning under Automatic Temporary Restraining Orders; effects of dissolution judgment on provisions for former spouse under the probate code; effects of dissolution on family court/probate court jurisdiction; effects of dissolution on ERISA plans; collection of support obligations from decedent estates/trusts; ethical issues related to representation of former spouses. Read more

This webinar will provide tips to help young attorneys identify red flags during an EDD or IRS tax audit that could indicate that the case is turning criminal. It will also provide guidance and practice tips in dealing with potential criminal exposure and how to better represent clients in those situations. Read more

With the enactment of AB-5, tax attorneys should be prepared to guide their business clients on the new rules affecting the characterization of independent contractors. Moreover, they should be prepared for and know what to expect during an EDD employment tax audit. This webinar will provide specific tips to help attorneys understand the new rules, the EDD audit process in order to successfully represent their clients. Read more

When the result of a bench trial goes up on appeal, the factor most influential on the result is the statement of decision. A statement of decision can also have other important ramifications for the effect of a court decision on future proceedings between the parties, regardless of whether an appeal occurs. Read more

Join us for this FREE Q1 2020 Lunchtime Webinar on February 25 at noon. This webinar will cover social media marketing for bar associations Using social media as a mechanism for communication with members can be a cause of stress for bar associations. What should your bar be posting where, and how often? Karen Korr, former Director of Communications for the San Diego County Bar Association and current consultant to law firms and bars across the country will share general… Read more

The co-panelists will provide an overview of significant developments in California legal ethics during 2019. Read more

In the 2014 decision of Lintz v. Lintz  the court applied Family Code section 721 to estate plans.  Section 721 imposes a duty of the highest good faith and fair dealing on spouses, and a statutory presumption of undue influence arises wherever one spouse obtains an advantage over the other.  Probate Code section 21385 was amended to remove the presumption created by the Lintz case.  Other legislation passed protects elders from aggressive Care Custodians. Read more

Resolving conflict becomes faster and easier when dispute resolution professionals add visual communication to the process. That’s because humans are visually wired. So, when you bring visual language into the process, you amplify the effect of any intervention. Read more

The program will focus on three key areas: (1) the fundamental basis of the statute, how it is structured, and additional rights that it creates for consumers; (2) who is covered by the statute, including who qualifies for protection, what businesses the act applies to and how it will affect them, and organizations that are exempt; and (3) enforcement mechanisms under the statute, including what penalties and private rights of action are available, and how the potential claims/liabilities may generate class action litigation for certain data breaches that result from violations of a business’s duty to implement and maintain reasonable security practices and procedures appropriate to the risk arising from existing California law. Read more