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The State Bar of California 87th Annual Meeting, September 11-14, 2014, Grand Hyatt San Diego
Annual Meeting PreviewSchedule for Friday
State Bar of California Annual Meeting

The State Bar of California 87th Annual Meeting
September 11-14, 2014
San Diego, California

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

Friday, September 12, 10 a.m. - 11 a.m.

Everything But the Brief on the Merits: A Behind the Scenes Look at Appellate Practice

Friday, September 12, 10 a.m. - 11 a.m.

This program will feature attorneys from the U.S. Court of Appeals for the Ninth Circuit and the California Court of Appeal who will explore the do’s and don’ts of motions practice at the appellate level. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Appellate Law

32 CAC

 

Navigating Minefields in Fee Disputes: It’s Not Just About Fees!

Friday, September 12, 10 a.m. - 11 a.m.

This program will cover fee disputes and how they pose dangers for attorneys beyond losing the right to collect or being required to refund fees. Topics will include potential malpractice claims, State Bar discipline, disruption to a practice and loss of reputation. Get tips to minimize exposure without resorting to litigation or arbitration. CLE: 1.0 Hour Legal Ethics; Legal Specialization: 1.0 Hour Legal Malpractice

33 CMFA

 

Starting Off on the Right Foot: Addressing Ethics Issues at the Outset

Friday, September 12, 10 a.m. - 11 a.m.

This program will cover the ethical considerations relating to initial client intake, scope of representation, and termination of the attorney’s representation. CLE: 1.0 Hour Legal Ethics; Legal Specialization: 1.0 Hour Legal Malpractice

34 COPRAC

 

CEQA Guidelines for the 21st Century: Updates Headed Your Way

Friday, September 12, 10 a.m. - 11 a.m.

This program will cover the comprehensive update of the CEQA guidelines which are now underway. Since courts give the Guidelines “great weight,” the update may have serious implications for years to come. Panelists will discuss the transforming transportation analysis, how to update the initial study checklist, and use of other environmental standards. CLE: 1.0 Hour

35 EL

 

 

All About Spousal Support: A Practical Learning Experience on Establishing, Modifying and Terminating Support

Friday, September 12, 10 a.m. - 11 a.m.

This program will focus on how to obtain and defend against requests for spousal support orders, whether pendent lite, long-term (at trial) or post judgment. Learn about the statutory and case law framework for spousal support, and take away key information on imputation, cohabitation, “income available for support” and Ostler/Smith orders. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Family Law

36 FL

 

Ethics and the Globalization of California Legal Practice

Friday, September 12, 10 a.m. - 11 a.m.

This program will focus on legal ethics in cross-border transactions. Panelists will address a variety of topics including how to access networks of experts, lawyers, arbitrators and specialists here and abroad and utilize their services consistent with ethical guidelines. CLE: 1.0 Hour of Which 0.5 Hour Applies to Legal Ethics; Legal Specialization: 1.0 Hour Legal Malpractice

37 IL/COPRAC

 

Coaching for the New Practitioner

Friday, September 12, 10 a.m. - 11 a.m.

This program is tailored for the new practitioner, and will offer direction and advice on unwritten rules and best practices for courtroom conduct, communication with other counsel, and suggestions for the overall practice of law. CLE: 1.0 Hour

38 LIT

 

The Hidden Pitfalls of Unauthorized Practice of Law

Friday, September 12, 10 a.m. - 11 a.m.

This program will focus on the murky but dangerous waters of the Unauthorized Practice of Law (UPL). Learn whether an out-of-state lawyer can work in California while awaiting a California bar card, if in-house counsel are safe to work in California without being admitted, and other issues that may constintute UPL. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Legal Malpractice

39 LSP

 

State Bar Discipline and Ethical Practice of Law

Friday, September 12, 10 a.m. - 11 a.m.

This program will focus on attorney ethics and the State Bar disciplinary system, including a discussion on the Rules of Professional Conduct. Learn important information to avoid common ethical violations. CLE: 1.0 Hour Legal Ethics; Legal Specialization: 1.0 Hour Legal Malpractice

40 OCTC

 

Wrongful Eviction Revisited

Friday, September 12, 10 a.m. - 11 a.m.

This program will focus on wrongful eviction, retaliatory eviction and constructive eviction, with an emphasis on how recent case law limits tenant affirmative claims against the landlord. Panelists also will discuss insurance coverage issues, techniques for minimizing or maximizing damage claims and mediation strategies. CLE: 1.0 Hour

41 RP

 

Introducing Evidence in Litigation

Friday, September 12, 10 a.m. - 11 a.m.

This introductory level course will cover how to introduce different types of evidence in court, including e-mails, Facebook or social media content, and hearsay evidence such as police reports or report cards. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Appellate Law

42 SCDLS /SOLO

 

Workers’ Compensation and Immigration Cross-Over: Issues and Solutions

Friday, September 12, 10 a.m. - 11 a.m.

A panel of experienced workers’ compensation, criminal and immigration lawyers will discuss the potential effects that a worker’s immigration status may have on his or her work injury case. Learn how to avoid pitfalls that arise from immigration issues, with particular focus on problems facing the undocumented injured worker. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Immigration; 1.0 Hour Legal Malpractice; 1.0 Hour Workers’ Compensation

43 WCS

 

Friday, September 12, 11:15 a.m. - 12:15 p.m.

The Legal Complexities in Dealing with Unauthorized Dealerships

Friday, September 12, 11:15 a.m. - 12:15 p.m.

This program will focus on supply chain integrity and enforcement, including the legal complexities in dealing with unauthorized dealers of genuine goods, gray market goods, liquidated inventory, and returns. Learn about quality control and chain of custody issues, warranty applicability and customer service, and available legal theories and self-help strategies for combating unauthorized dealers. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Franchise & Distribution

44 BLS

 

Cyberspace Law: Recent Developments in Intellectual Property, eCommerce and Privacy

Friday, September 12, 11:15 a.m. - 12:15 p.m.

Every attorney needs to understand the basics of Internet law--from online privacy to defamation, computer security, advertising and intellectual property infringement--and how these areas impact your clients. Equally important are the ethics rules governing attorney advertising on your website and on social media. This program will cover the basics and recent developments of Cyberspace Law. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Franchise & Distribution

45 BLS

 

When Bias Turns to Bullying: High Conflict People in the Legal and Mediation Arena

Friday, September 12, 11:15 a.m. - 12:15 p.m.

This program will provide strategies for reducing or eliminating bias in both litigation and mediation. Learn how to recognize the link between bias and bullying, the common trait among bullies, high conflict personalities, the prevalence of bullies in litigation and strategies for dealing with bullies in litigation and mediation. CLE: 1.0 Hour Elimination of Bias

46 CADR

 

Ethics Update 2014: Significant Developments in the Law of Lawyering

Friday, September 12, 11:15 a.m. - 12:15 p.m.

This program will review and analyze cases and ethics opinions published during the last 12 months which affect the law of lawyering. CLE: 1.0 Hour Legal Ethics; Legal Specialization: 1.0 Hour Legal Malpractice

47 COPRAC

 

Deuce-A-Rama Part 1: DUI Representations and Practices

Friday, September 12, 11:15 a.m. - 12:15 p.m.

This program is part one of a two-part course focused on recent developments in representing clients charged with DUI offenses. Learn about breath machine analysis and PAS, FSTs, direct and cross-examination of the arresting officer, and more. Part 2 is scheduled on Friday from 2:15 pm to 3:45 pm. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Criminal Law; 1.0 Hour Immigration; 1.0 Hour Legal Malpractice

48 CRIM

 

California Legal Issues Over Hydraulic Fracturing of Oil and Gas Wells

Friday, September 12, 11:15 a.m. - 12:15 p.m.

With public concern over hydraulic fracturing taking root worldwide, in 2013 California enacted SB4. Hear about the State’s path forward on the overall issue of hydraulic fracturing and in the midst of the other cuttingedge environmental progress and leadership. CLE: 1.0 Hour

49 EL

 

Workplace Investigations: The Good, The Bad and The Ugly

Friday, September 12, 11:15 a.m. - 12:15 p.m.

Employers increasingly recognize the importance of conducting an impartial investigation of serious workplace allegations, but the quality of the investigations varies. Some investigations are defective or biased and as a result may increase the employer’s exposure to liability. This program will review the law and practice of workplace investigations with real stories of what has upheld scrutiny, and what has not. CLE: 1.0 Hour

50 LL

 

California’s Brown Act: An Overview of the Open Meeting Law

Friday, September 12, 11:15 a.m. - 12:15 p.m.

The Brown Act guarantees the public’s right to attend and participate in meetings of local legislative bodies. This program will cover the Brown Act and highlight relevant court decisions and Attorney General opinions. CLE: 1.0 Hour

95 PL

Current Legal Issues Affecting the Telecommunications Industry

Friday, September 12, 11:15 a.m. - 12:15 p.m.

This program will summarize the legal issues affecting the telecommunications industry. Learn about siting, zoning, federal preemption of local control, co-location, cell site leasing, lots of opportunities, and constraints for public and private entity control and/or participation. CLE: 1.0 Hour

51 RP

 

Best Practice Concerning Data Collection and Production of Evidence

Friday, September 12, 11:15 a.m. - 12:15 p.m.

This program will cover the new rules and standards on identification, collection and production of paper-based and digital evidence. Learn about new technologies that let the modern litigator remain compliant while efficiently completing the discovery phase. CLE: 1.0 Hour of Which 0.5 Hour Applies to Legal Ethics

52 SOLO

 

Identity Theft and Your Tax Return

Friday, September 12, 11:15 a.m. - 12:15 p.m.

Stolen identities have been used to obtain billions of dollars a year in fraudulent tax refunds. This program will focus on how stolen tax IDs are used to obtain refunds, and the IRS and the Department of Justice programs to stop identity theft. Learn what to do when your client’s tax refund is stolen through the use of a stolen tax ID. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Taxation

53 TAX

 

Labor & Employment and Workers’ Compensation Cross-Over Issues

Friday, September 12, 11:15 a.m. - 12:15 p.m.

A panel of experts practicing labor, employment and workers’ compensation law will outline the relationship and potential conflicts between Labor and Employment and Workers’ Compensation Litigation, including return-to-work issues under the Americans with Disabilities Act.  Learn how to maximize protections for both employers and injured workers and achieve best results for all parties. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Workers’ Compensation

54 WCS

 

Friday, September 12, 2:15 p.m. - 3:45 p.m.

Developments in Access to Justice: New California Language Access Plan

Friday, September 12, 2:15 p.m. - 3:45 p.m.

The U.S. Department of Justice has ruled that it is a federal violation if you fail to provide meaningful language access to individuals who are limited in their English proficiency. This program will cover the expected language interpretation changes in California courts. CLE: 1.5 Hours

55 AJC

 

Recent Developments in Securities Law

Friday, September 12, 2:15 p.m. - 3:45 p.m.

This program will survey new developments in federal and California securities laws, including rulemaking relating to crowd-funding, and other topics promulgated by the JOBS Act, Regulation D, and public company pay ratio disclosure. CLE: 1.5 Hours

56 BLS

 

Forfeiture: A Four-Letter Word in the Court of Appeal

Friday, September 12, 2:15 p.m. - 3:45 p.m.

Many trial attorneys are shocked to discover that viable arguments they intended to raise on appeal have been deemed forfeited (formerly “waived”) by their failure to preserve the issue in the trial court. This program will present some common examples of forfeiture and will provide helpful tips on how to avoid this trap. CLE 1.5 Hours; Legal Specialization: 1.5 Hours Appellate Law

57 CAC

 

Diversifying Legal Talent in a Down Economy

Friday, September 12, 2:15 p.m. - 3:45 p.m.

This program will focus on the challenges and best practices for successful advancement of diverse legal talent. Panelists will discuss mentoring, self-promotion, quality work, taking risks, community connections and networking based on feedback from a variety of legal employers (private, public, corporate, etc.). CLE: 1.5 Hours of Which 1.0 Hour Applies to Elimination of Bias

58 COAF

 

2013 and 2014 Developments Affecting the Practice of Law

Friday, September 12, 2:15 p.m. - 3:45 p.m.

This program will focus on recent cases affecting the practice of law in California. Panelists will cover a variety of topics including discovery sanctions, abuse of process, malicious prosecution, anti-SLAPP motions, malpractice statute of limitations, conflicts of interest and motions to disqualify counsel. CLE: 1.5 Hours of Which 1.0 Hour Applies to Legal Ethics; Legal Specialization: 1.5 Hours Legal Malpractice

59 COPLI

 

The Ethics of Getting Your Legal Fees Paid

Friday, September 12, 2:15 p.m. - 3:45 p.m.

This program will cover the ethical considerations that may arise in connection with collecting attorney fees, including issues with retainer agreements, settlement funds, preserving a discharged attorney’s contingency fee, offset issues, and payments involving third parties. CLE: 1.5 Hours of Which 1.0 Hour Applies to Legal Ethics; Legal Specialization: 1.5 Hours Legal Malpractice

60 COPRAC

 

Deuce-A-Rama Part 2: Steering Clear in Driving Under the Influence Representations and Practices

Friday, September 12, 2:15 p.m. - 3:45 p.m.

In part two of the DUI program, panelists will discuss developments in representing clients charged with a DUI, including direct and crossexamination of expert witnesses, administrative per se hearings, writs of review, and more. Deuce-A-Rama Part 1 is held on Friday from 11:15 a.m. - 12:15 p.m.. CLE: 1.5 Hours; Legal Specialization: 1.5 Hours Criminal Law

61 CRIM

 

Attacking and Supporting the Workplace Investigation During Litigation

Friday, September 12, 2:15 p.m. - 3:45 p.m.

The workplace investigation is often the centerpiece of litigation involving harassment, discrimination and retaliation. This program will illustrate how investigations are used to show whether or not an employer has met its obligations under FEHA. Panelists will demonstrate how to question an investigator and an expert witness, and discuss the use of liability experts regarding HR practices. CLE: 1.5 Hours

62 LL

 

The National Security Agency and Attorney Confidentiality: How to Protect Your Clients

Friday, September 12, 2:15 p.m. - 3:45 p.m.

The National Security Agency (NSA) has been heavily featured in the news. While the agency collects our data, how does it use it? This program will address the NSA’s data collection and the unique challenges it presents to lawyers. Learn how to protect yourself and your client’s confidence. CLE: 1.5 Hours of Which 0.5 Hour Applies to Legal Ethics; Legal Specialization: 1.5 Hours Criminal Law; 1.5 Hours Legal Malpractice

63 LPMT

 

The Dark Side: Why Lawyers Do Bad Things

Friday, September 12, 2:15 p.m. - 3:45 p.m.

The question of what motivates smart and talented attorneys to act unethically is fascinating, and has been studied by experts over the years. Join a psychologist and State Bar Court review judge in exploring the theories behind this question, and learn to avoid psychological traps that may lead to unethical attorney conduct. CLE: 1.5 Hours Legal Ethics; Legal Specialization: 1.5 Hours Legal Malpractice

64 SBC

 

Probate: When You’re Dead, Who Cares

Friday, September 12, 2:15 p.m. - 3:45 p.m.

This program will compare the process of post death administration of a trust vs. that of probate administration, the advantages and disadvantages of each for beneficiaries and fiduciaries, and how those considerations might affect the choices of our estate planning clients. CLE 1.5 Hours; Legal Specialization: 1.5 Hours Estate Planning Trust & Probate Law

65 TE

 

Federal Law and Workers’ Compensation Cross-Over: Medicare, Social Security and the Affordable Care Act

Friday, September 12, 2:15 p.m. - 3:45 p.m.

Settlement in workers’ compensation cases has become more complicated, especially in light of the ACA (Affordable Care Act). This program will examine how settling a workers’ compensation case may change in the near future, and how best to protect employers, insurance carriers and injured workers in coordinating settlements with these federal programs. CLE 1.5 Hours; Legal Specialization: 1.5 Hours Workers’ Compensation

66 WCS

 

Friday, September 12, 4 p.m. - 5 p.m.

Bankruptcy Jurisdiction: Impact of the United States Supreme Court’s Latest Decisions

Friday, September 12, 4 p.m. - 5 p.m.

This program will focus on the jurisdiction of the Bankruptcy Court, including whether parties can consent to allowing bankruptcy judges to hear matters that would otherwise have to be heard by district judges and, if so, how formally and explicitly they must manifest their consent. Panelists will analyze the Supreme Court’s most recent jurisdiction decisions. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Bankruptcy

67 BLS

 

Probate Law Appeals: Tips, Tricks and Strategies

Friday, September 12, 4 p.m. - 5 p.m.

This program will review the appellate process and provide strategic advice on tackling the special problems and issues confronting probate law practitioners and appellate practitioners handling probate appeals. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Appellate Law; 1.0 Hour Estate Planning Trust & Probate Law

68 CAC/TE

 

Mom Always Liked You Best: Mediating Trust and Estate Issues

Friday, September 12, 4 p.m. - 5 p.m.

Issues of undue influence, lack of incapacity, and the mismanagement of finances or personal care commonly arise in trust, probate and conservatorship cases, as well as in elder care disputes. This program will address these issues and how they are complicated by family dynamics. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Estate Planning Trust & Probate Law

69 CADR/TE

 

Blogging, Tweeting and the New Frontier of Attorney Advertising: How to Stay Within the Ethical Bounds

Friday, September 12, 4 p.m. - 5 p.m.

This program will review how to stay within the ethical boundaries when using social media, directories and blogs, pay per click, search engine optimization, e-zines and pay per lead, and other cutting-edge attorney advertising options. CLE: Hour 1.0 Legal Ethics; Legal Specialization: 1.0 Hour Legal Malpractice

70 COPRAC

 

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

Friday, September 12, 4 p.m. - 5 p.m.

This program will cover the basics on 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. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Criminal Law

71 CRIM

 

Introduction to California Employment Discrimination Practice: Working with the DFEH

Friday, September 12, 4 p.m. - 5 p.m.

Learn about one of the most robust practices in California -- employment discrimination. This program will review state and federal statutes, regulations, case law, statistics, trends, and practice pointers on how to navigate the process from complaint to judgment in employment discrimination cases. CLE: 1.0 Hour

72 CYLA

 

Cross-Border Litigation and Arbitration Developments and Strategies

Friday, September 12, 4 p.m. - 5 p.m.

This program will highlight the developments in cross-border litigation and arbitration. Panelists will discuss strategies for disputes involving cross-border issues and/or parties, including court proceedings in more than one country. CLE: 1.0 Hour

73 IL

 

Current Developments in Trade Secret Law

Friday, September 12, 4 p.m. - 5 p.m.

This program will review the latest developments and trends in California trade secret law. Learn strategies to successfully litigate a trade secret case, challenge trade secret designations, address trade secret preemption, deal with social media, and implement trade secret protection programs. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Franchise & Distribution

74 IP

 

Staying Healthy and Mentally Competent Throughout a Long Legal Career

Friday, September 12, 4 p.m. - 5 p.m.

This program will examine the physical and mental health challenges that negatively impact upon your competent practice of the law, and provides strategies to support wellness throughout your legal career. Learn how to identify and effectively intervene with healthrelated problems that can affect your legal career. CLE: 1.0 Hour Competency Issues (formerly Detection & Prevention of Substance Abuse)

75 LAP

 

Really Interesting Legal Ethics Stuff

Friday, September 12, 4 p.m. - 5 p.m.

This program will offer a fast-paced review of the most significant ethics, legal malpractice and breach of fiduciary duties cases in recent years. Panelists will identify recurring trends and provide concrete solutions and practice tips on how to avoid ethical dilemmas and liability risks arising in cases. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Legal Malpractice

76 LSP

 

What’s Hot in California Environmental Quality Act

Friday, September 12, 4 p.m. - 5 p.m.

This program will cover developments in CEQA, including key case decisions from the California Supreme Court, Courts of Appeals, trial courts, new legislation and guideline changes in effect January 1, 2013, and projections for CEQA reform. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Admiralty and Maritime Law; 1.0 Hour Maritime Law

77 RP

 

Estate Planning for Same Sex Couples: Changes following U.S. vs. Windsor

Friday, September 12, 4 p.m. - 5 p.m.

In this program panelists will discuss the effect of Windsor on planning for same sex couples and domestic partners, income tax issues affecting same sex couples, and the use of premarital agreements for same sex couples. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Estate Planning, Trust and Probate Law; 1.0 Hour Taxation

78 TAX