Annual Meeting
My Annual MeetingSchedule for Friday, September 30, 2016

The State Bar of California 89th Annual Meeting
September 29 - October 2, 2016
Marriott Marquis San Diego Marina
San Diego, 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.

Program Title and Description

Program No. / Code

Friday, September 30 | 8:30 a.m. - 10 a.m.

Ninth Circuit Bankruptcy Year in Review

Business Law Section with the Insolvency Law Committee

This program will cover recent bankruptcy decisions issued by the Ninth Circuit Court of Appeal, the Bankruptcy Appellate Panel for the Ninth Circuit, and the U.S. Supreme Court.

CLE: 1.5 Hours; Legal Specialization: Bankruptcy Law

Program 22
BLS

2016 Update on Healthcare Reform

Committee on Group Insurance Program

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

CLE: 1.5 Hours

Program 23
COGIP

My Lips are Sealed: Client Secrets, Confidences and the Attorney- Client Privilege

Committee on Professional Responsibility and Conduct

This program will explore and explain the sometimes subtle—but crucial—differences between client secrets, client confidences, and privileged client information. Learn about the attorney’s duty with respect to each.

CLE: 1.5 Hours of Legal Ethics

Program 24
COPRAC

Kids Kaught Up in the Kourtroom: Trends in Juvenile Dependency Practices

Criminal Law Section with the California Association of Black Lawyers

This program will offer an overview of the laws for juveniles when their legal guardians are unable or unwilling to support the minor, or when the court deems that the parent/guardian does not have the juvenile’s best interest at the forefront.

CLE: 1.5 Hours; Legal Specialization: Criminal Law

Program 25
CRIM/CABL

Technology Licensing Boot Camp for Attorneys

Intellectual Property Section

If you are new to technology licensing, or experienced, but looking for a refresher, this program will provide a practical overview of technology licensing practices, including the own vs. license decision, key terms, elements in a license grant, licensing considerations, and specialty licenses. Take away a solid base on which to build your licensing skills.

CLE: 1.5 Hours

Program 26
IP

Recent Developments in Global Trade Compliance: What Every Lawyer in Today’s Global Economy Should Know

International Law Section

This program will cover recent developments in export control regulations. Speakers will also address regulatory and compliance requirements under U.S. free trade agreements.

CLE: 1.5 Hours

Program 27
IL

Kicked to the Curb: Tree Root and Sidewalk Liability Made Easy

Public Law Section

Property owners and public agencies face liability for maintaining sidewalks which can become hazardous when tree roots and debris impede access. Learn about the scope of this liability and the division between public and private liability for these conditions.

CLE: 1.5 Hours

Program 28
PL

Introduction of Social Media into Evidence, including Overcoming Hearsay Objections

Standing Committee on the Delivery of Legal Services with the Access to Justice Commission

This program will demonstrate the proper way to lay a foundation, and how to authenticate and introduce into evidence documents from social media, including Twitter, Facebook, Instagram, LinkedIn, and Yelp. Learn about hearsay objections and the techniques to overcome them.

CLE: 1.5 Hours of Which .5 Hour Applies to Legal Ethics

Program 29
SCDLS/AJC

Should Your Client Sign That? Helping You Survive Your Clients’ Changing Capacity

Trusts and Estates Section

Attorneys are routinely faced with the issue of representing clients with diminished capacity. This program will examine the legal standards of capacity, ethical issues of representing clients with diminished capacity, evaluation of clients with impairment, and ways to protect a client’s valid decisions from competency challenges.

CLE: 1.5 Hours of Which .5 Hour Applies to Legal Ethics; Legal Specialization: Estate Planning, Trust and Probate Law

Program 30
TE

Substantial Medical Evidence in Workers’ Compensation or How to Pass the Sniff Test

Workers’ Compensation Law Section

All too often a workers’ compensation litigator’s position is either rejected outright or the parties are ordered to develop the record due to a lack of viable medical evidence supporting a conclusion. This program will address new ways to attack and defend medical reports in workers’ compensation cases. Topics will include a proposed step-by-step discovery plan for an Almaraz-Guzman disability rating case, how to adequately support a pain add-on, and more.

CLE: 1.5 Hours; Legal Specialization: Workers’ Compensation Law

Program 31
WCS

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

 

Ethical Issues Surrounding Mediation Confidentiality

Committee on Alternative Dispute Resolution

This program will address ethical issues relating to mediation confidentiality, including disclosures to the client concerning potential participation in mediation; questions regarding client consent; admissibility of mediation-related evidence and the enforceability of side deals; advising the client about independent counsel; and the implications of mediation confidentiality on subsequent client communications.

CLE: 1.5 Hours of Legal Ethics

Program 32
CADR

Finding Coverage: Practical Tips on Locating Insurance for Your Practice

Committee on Group Insurance Program

Insurance either funds or is involved in two-thirds of all civil litigation. This program will review strategies and methods of uncovering insurance policies which can be applied in every litigators practice.

CLE: 1.5 Hours

Program 33
COGIP

Mandatory Fee Arbitration: The Good, the Bad, There is No Ugly

Committee on Mandatory Fee Arbitration

Client not paying their bill? Did you know there’s a State Bar program that offers attorneys and clients the opportunity to expeditiously resolve their fee disputes outside of the court system? This program will offer preventative tips to help avoid fee disputes.

CLE: 1.5 Hours of Legal Ethics; Legal Specialization: Legal Malpractice Law

Program 34
CMFA

Ethics Update 2016: Significant Developments in the Law of Lawyering

Committee on Professional Responsibility and Conduct

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

CLE: 1.5 Hours of Legal Ethics

Program 35
COPRAC

22 Lewd Chinese Women: Immigration and the Inherent Underlying Issues of Discrimination

Council on Access & Fairness

This program provides a reenactment and discussion of Chy Lung v. Freeman, a case about Chinese women being detained at the Port of San Francisco as “lewd women” because they were traveling without their husbands. Through this U.S. Supreme Court case, panelists will examine the issues of immigration and federalism, as well as the polarizing issues of sexism, racial profiling and human trafficking. Take away strategies to address bias within and outside of the legal system.

CLE: 1.5 Hours of Elimination of Bias

Program 36
COAF

A Family Lawyer’s Guide to Assisted Reproduction Law

Family Law Section

Can a woman get pregnant through IVF before her dissolution is final without her husband being the legal father? When is a man a sperm donor and not a father? Is “traditional surrogacy” legal in California? Family law attorneys increasingly are confronting assisted reproduction issues in our practices. This program will provide an overview of California assisted reproduction law.

CLE: 1.5 Hours; Legal Specialization: Family Law

Program 37
FL

Everything an Attorney Ever Wanted to Know About the Cloud

Law Practice Management & Technology Section

This advanced program covers all aspects of what attorneys need to know before they place their trust and information—and that of their clients—on the cloud. Learn about the perks and pitfalls of making use of this now-ubiquitous tool, including what State Bar ethics rules have to say.

CLE: 1.5 Hours of Which 1 Hour Applies to Legal Ethics

Program 38
LPMT

Drafting and Challenging Eviction Notices

Real Property Law Section

This program will cover the strict notice requirements for terminating residential and commercial tenancies, and how a faulty notice can result in victory for tenants in an unlawful detainer.

CLE: 1.5 Hours

Program 39
RP

Trustees v. Remainder Beneficiaries, and the Struggle to Deal with an Aging Population

Trusts and Estates Section

California law and our judicial system continue to change to adapt to an aging population. Brightline rules are changing. Some may refer to this as a “bending” of the law. This program will cover the most relevant recent cases which follow this theme, including Estate of Giraldin, Drake v. Pinkham, and how these cases are affecting both our administrative practices and trust and estates litigation.

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

Program 40
TE

Workers’ Compensation and Personal Injury: Liens, Credits, and Other Issues Explained

Workers’ Compensation Law Section

This intermediate to advanced program will solidify your understanding of lien and credit rights between workers’ compensation and personal injury cases as well as other crossover issues including discovery, the use of experts and whether such reports are admissible. Experienced litigators will provide tips and tricks on how to keep each case on track.

CLE: 1.5 Hours; Legal Specialization: Workers’ Compensation Law

Program 41
WCS

Friday, September 30 | 1:30 p.m. - 3 p.m.

 

Things Not to Do When Insolvent

Business Law Section with the Insolvency Law Committee

The program is geared to non-bankruptcy practitioners. Learn about pre-bankruptcy planningwhich actions should/should not be taken when planning a restructuring or future bankruptcy filing, and which actions can actually harm your case.

CLE: 1.5 Hours; Legal Specialization: Bankruptcy Law

Program 42
BLS 10

The Effective and Ethical Use of Expert Witnesses

Business Law Section with the Business Litigation Committee

This program will explore the use of expert witnesses in litigation. Learn how to maximize the value of experts through insights into how experts often view their own role and how early interactions can help, or hurt, your case.

CLE: 1.5 Hours of Which .5 Hour Applies to Legal Ethics

Program 43
BLS

Seeing the Forest within the Trees: Uncovering Bias in Mediation

Committee on Alternative Dispute Resolution

This program will deal with the psychology of uncovering cognitive bias – conscious and unconscious, explicit and implicit – and dealing with it in a real-time interactive stop-action mock mediation. The heuristic bias issues will be presented through lecture and live action demonstration. The issues raised will include recognizing cognitive bias in ADR providers, clients, and participants, and neutralizing its effect.

CLE: 1.5 Hours of Elimination of Bias

Program 44
CADR

Effective Use of Amicus Curiae in Appellate Advocacy

Committee on Appellate Courts

This program will address the effective use of amicus curiae, including what is the role and impact of amicus; when and why amicus should get involved; who should be amicus; soliciting and coordinating amicus support; brief and letter writing strategies; discretionary review versus merit stage amicus; and oral argument strategies.

CLE: 1.5 Hours; Legal Specialization: Appellate Law

Program 45
CAC

Updates on Enforceable and Ethical Fee Agreements, including Alternative Fee Agreements

Committee on Mandatory Fee Arbitration

Experts will discuss fee agreements, risk management and ethical issues. Discussion will include survey of current law on fee agreements, examination of sophisticated and flat fee alternative agreements under current law, and provide practical advice on how to write agreements that result in getting paid.

CLE: 1.5 Hours Legal Ethics; Legal Specialization: Legal Malpractice Law

Program 46
CMFA

Huffing, Puffing and Bluffing: The Bounds of Legal Ethics in Negotiations

Committee on Professional Responsibility and Conduct

Negotiating deals, settlements and other agreements is at the heart of what lawyers do for clients, and yet this every day activity is fraught with ethical dilemmas. This program will address the ethical limits on demand letters, what information must you disclose to the other side, is there a difference between ethical “puffing” versus impermissible misrepresentation.

CLE: 1.5 Hours Legal Ethics

Program 47
COPRAC

Introduction of Evidence in Court: Exhibits, Foundation and Other Evidentiary Issues

Criminal Law Section

This basic program will cover how to introduce evidence in court, how to make objections to evidence which is improper and other issues that may take place during court proceedings in your case.

CLE: 1.5 Hours; Legal Specialization: Criminal Law

Program 48
CRIM

Competency Issues: Coping with the Unique Challenges of Legal Practice

Lawyer Assistance Program

This program will examine how stress, anxiety, depression and substance abuse can often negatively impact a legal professionals ability to deliver competent legal services and will suggest effective coping strategies.

CLE: 1.5 Hours of Competence Issues

Program 49
LAP

Advising Your Business Clients on Avoiding Personal Liability for Employment Taxes

Taxation Section

This program will cover the basics of employment taxes and how the IRS and FTB can hold the socalled “responsible party” personally liable. Panelists will discuss ways to protect your clients from such exposure.

CLE: 1.5 Hours; Legal Specialization: Taxation Law

Program 50
TAX

Mastering the Mandatory Settlement Conference (MSC)

Workers’ Compensation Law Section

Workers’ compensation litigators often treat the mandatory settlement conference as an informal formality. However, successfully settling a workers’ compensation case takes a significant amount of planning and preparation. Learn how to master the mandatory settlement conference and understand the ongoing conflict between the mandatory closure of discovery at the MSC with the judge’s duty to develop the record.

CLE: 1.5 Hours; Legal Specialization: Workers’ Compensation Law

Program 51
WCS

Friday, September 30 | 3:30 p.m. - 5 p.m.

 

Antitrust and Unfair Competition Law 101

Antitrust UCL & Privacy Section

This primer on federal and state antitrust 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 antitrust and UCL claims.

CLE: 1.5 Hours

Program 52
AN

Managing Expectations: Understanding the Roles of the Main Actors in a Bankruptcy Case

Business Law Section with the Insolvency Law Committee

The program will explore the roles of each of the important players in a bankruptcy case, including the judge, the official unsecured creditor’s committee, the Chapter 7, 11 and 13 trustees, the U.S. Trustee’s Office and the U.S. Attorney. Learn about their responsibilities, what motivates them to take action, and who pays for what services.

CLE: 1.5 Hours; Legal Specialization: Bankruptcy Law

Program 53
BLS

Privacy and Data Protection: A Year in Review

California Young Lawyers Association

It has been a big year for privacy and data protection law. This program will review recent changes, developments and trends in this quickly evolving area, including changes to data breach laws, privacy laws affecting the IoTs, the GDPR and EU-US privacy shield, recent cases and other current topics.

CLE: 1.5 Hours

Program 54
CYLA

Getting Paid: The Relationship Between Your Billing and Attorney Fee Agreements

Committee on Mandatory Fee Arbitration

Did you know that if your bills do not comply with Business and Professions Code § 6148(b), your entire fee agreement is voidable? This program will cover the requirements for an enforceable engagement agreement, as well as proper billing practices and ways to avoid getting into trouble with clients and the State Bar.

CLE: 1.5 Hours of Legal Ethics; Legal Specialization: Legal Malpractice Law

Program 55
CMFA

An “Intelligence Squared” Debate: Considering Race in Higher Education Admissions

Council on Access & Fairness

This program will feature a moderated two-person debate on the use of race as a factor in higher education admissions post- Fisher v. University of Texas.

CLE: 1.5 Hours of Elimination of Bias

Program 56
COAF

Introduction of Social Media Evidence in a Courtroom

Criminal Law Section

It is important to understand the potential value of the virtual treasure trove of “social media evidence”. Learn about the various types of “social media evidence” and the required evidentiary foundations in order to properly authenticate and admit it into a courtroom. Live demonstrations will be included.

CLE: 1.5 Hours; Legal Specialization: Criminal Law

Program 57
CRIM

The Watch List: Pending U.S. and California Supreme Court Employment Law Cases

Labor & Employment Law Section

This program will offer a discussion and analysis of the most important employment law cases on the current dockets of the US and California Supreme Courts, from the perspectives of an experienced employment law mediator, plaintiff counsel and defense counsel.

CLE: 1.5 Hours

Program 58
LL

Effectively Running Your New Law Practice

Solo & Small Firm Section

Just starting out in the law? Hanging out your own shingle? Don’t know how to get started? This program is designed to help new lawyers set up the systems and procedures necessary to run an effective -- and compliant -- law practice, maximizing the time you have to focus on clients.

CLE: 1.5 Hours

Program 59
SOLO

Avoiding Red Flags that Could Trigger a Tax Audit

Taxation Section

This program will discuss how to avoid common mistakes that could trigger an IRS tax audit.

CLE: 1.5 Hours; Legal Specialization: Taxation Law

Program 60
TAX

Assessing and Litigating Pre-Death Trust Contests: Perils, Pitfalls and Strategies

Trusts and Estates Section

The program will provide practical tips to handle the unique issues presented in assessing when to bring, and how to pursue, pre-death trust contests. Learn about the circumstances requiring consideration of a pre-death contest, hurdles presented and strategies to effectively litigate the contest.

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

Program 61
TE