25-Hour CLE Bundle

Presented by:
The Legal Ethics Committee of the San Diego County Bar Association
This is an online education program is worth 1.0 Legal Ethics (participatory) CLE credits.

Join us for the fourth program in the 4-part Legal Ethics Series for a discussion on the ethical benefits and risks of generative AI. AI and more recently generative AI have the potential to remake some, if not much, of the law practice landscape. Key take-aways include:

• What are its ethical implications?
• What are its ethical risks and its ethical benefits- for the lawyer and the client? 

Join us for the third program in the 4-part Legal Ethics Series for a discussion on the Client Trust Account Protection Program (CTAPP). The new CTAPP is creating additional burdens on lawyers who maintain client trust accounts in California. This program explains the new CTAPP requirements, requirements of California Rules of Professional Conduct 1.15, State Bar Rule 2.5, and other important issues regarding trust accounting. It also provides a refresher on basic ethical rules regarding client trust accounts and an explanation of the weighty consequences of client trust account misconduct.

Join us for the second program in the 4-part Legal Ethics Series for a discussion on the ethical dilemma when a witness lies at deposition. Key take-aways include:

• What are a lawyer’s ethics obligations when an expert witness lies at a deposition, and the client forbids the lawyer from disclosing the lie? 
• How does a lawyer resolve the seeming conflict between Rules of Professional Conduct, rule 3.3(a)(3) and rule 1.6 and Business and Professional Docs section 6068, subdivision (e) (Confidentiality)?

Presented by:

The Legal Ethics Committee of the San Diego County Bar Association

Are you retiring? Closing your practice? Can you just lock the door and walk on into the sunshine? Join us to learn about tips on ethical guidance about stepping away from the practice of law.

Programs like Adobe Acrobat and PowerPDF help legal professionals create, manipulate, share, sign, and e-File PDF files. In this session, you'll learn essential techniques for creating, merging, and editing PDFs, as well as converting them to Word and ensuring they are text-searchable. Maximize the value of your software subscriptions by becoming an expert user, fully equipped to handle important document tasks that are needed for working with PDFs. This is a great session for your legal assistants and paralegals too!

• Creating, merging and editing PDF files
• Converting PDF files to Word
• Manipulating pages (cropping, rotating, deleting)
• Create a text searchable PDF document
• Creating compliant PDF files (remove metadata, save as PDF-A)

*This session is delivered using Adobe Acrobat, the concepts and processes are applicable to many PDF applications. 

Join us for a fun and interactive discussion about the new Rules of Court and State Bar Rules designed to improve civility in the legal profession. Learn about the power of civility in managing your cases and getting the best results for your clients. The Rules of Professional Conduct require one hour of civility MCLE training every three years — register and fulfill your requirement! 

Become a more effective decision-maker and be more fully present in your work and personal life! Join Marta Manus, leadership coach and employment law attorney, to learn the importance of integrating the 3 brains (head, heart, and gut) to create coherence and increase mental and physical well-being. Skills learned in this program are applicable not only in the legal profession, but in all aspects of your life.

The Impact of Advocating for Others: Competency, Compassion Fatigue, and Lawyer Well-Being Presented by: The SDCBA Wellness Subcommittee and Co-sponsored by the Elder Law, Family Law, and Juvenile Law Sections of the San Diego County Bar Association The high stress and high conflict nature of the legal profession puts lawyers at increased risk for compassion fatigue, which can manifest as exhaustion, feeling overwhelmed, and burnout, all of which significantly impact a lawyer's competency, impair cognitive functioning and diminish one's overall ability to effectively advocate for their clients. Join Bethany Warren, LCSW, PMH-C, for an informative and timely CLE on how to identify the signs of compassion fatigue and learn what you can do to ensure you are functioning at your best and prioritizing your well-being. Featuring: Bethany Warren, LCSW, PMH-C

The SDCBA is committed to ensuring that all aspects of our events are accessible and enjoyable for all. If you require any accommodations, please contact us at mcle@sdcba.org.

Not a member? Join today or contact our Member Services Department at (619.231.0781 ext. 3505) to take advantage of discounted pricing on all SDCBA programs and events.

Join us as our speakers Jessie McGrath and Mia Yamamoto share what it is like to be a trans person in 2024. Learn a bit of the history of trans people, how trans people spent many years in the throes of the fight for recognition, and the current legislative efforts, in state houses across America and the world, to strip trans people of their rights to receive gender affirming care and to live as their gender. 

As legal professionals, we facilitate justice and need to do so for all individuals in our community. This includes those with disabilities. But how do we ensure that we recognize and uplift that disability is another facet of individuals' identities? This workshop will provide perspectives from many community members on why it is vital to include disability in your DEI work, your career, and your life. This event will offer big ideas for how we can collaborate in this space and knock down our biases to seamlessly integrate disability justice into our work using intersectional principles for diversity, equity and inclusion. We will also provide tips for how you can help ensure that people with disabilities are included as part of the DEI conversation.

Presented by:
The SDCBA Legal Ethics Committee and Business & Corporate Law Section of the San Diego County Bar Association

This virtual program is worth 1.0 General MCLE Credit (Participatory)

The Corporate Transparency Act (CTA), which went into effect January 2024, aims to combat illicit activity related to U.S. businesses and requires certain entities to report information about ownership to the government. Under the new legislation, businesses that meet certain criteria must submit a Beneficial Ownership Information (BOI) Report to the U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN), providing details identifying individuals who are associated with the reporting company. Join our expert panelists, Gayani R. Weerasinghe, Esq. and Ed McIntyre, Esq., to understand the intricacies of the CTA and its potential impact for small businesses. Key highlights will include:

• Overview of the CTA, including history, purpose and penalties
• How Beneficiary is defined and who must report
• What you need to submit, including a checklist of reporting requirements
• Considerations for intake with new business clients
• Potential ethical issues related to CA confidentiality rules
• Current caselaw

Presented by:
The Estate, Trust, & Probate Section and The Elder Law Section of the San Diego County Bar Association

Financial Elder Abuse has been called the “Crime of the 21st Century.” However, both law enforcement and the public at large often misunderstand this serious crime. This leads to cases being ignored or the prosecution of them abandoned, leaving victims unprotected. Please join Paul Greenwood, former head of the Elder Abuse Prosecution Unit at the San Diego District Attorney’s Office, as he sheds light on the common misconceptions of this all-to-common crime and how to best push back against those misconceptions to ensure our aging community is given the respect and protection they deserve. The insights Mr. Greenwood has distilled in his over 20 years as a District Attorney prosecuting these cases are invaluable to criminal and civil litigators alike.

Produced by: The Intellectual Property Law Section of the San Diego County Bar Association

Get insights about filing and prosecuting foreign patent applications at this special program presented by the Intellectual Property section. European, Canadian, and U.S. attorneys will offer strategies, methodologies, and best practices for organizing and navigating the foreign patent application filing process, including obtaining patent protection in key jurisdictions and making smart choices that extend a client’s foreign filing budget and maximize return on investment.

Moderated by:
Jeffrey Morton, Esq., Partner, Procopio
Melissa Patterson, Esq., Associate, Sheppard Mullin

Don't miss this timely and informative presentation addressing difficult issues on both sides of bankruptcy avoidance actions, including significant legal issues and recent and important cases to expand.  The esteemed panelists have significant experience in prosecuting and in defending avoidance actions and will share their knowledge and strategies with attendees.Don't miss this timely and informative presentation addressing difficult issues on both sides of bankruptcy avoidance actions, including significant legal issues and recent and important cases to expand.  The esteemed panelists have significant experience in prosecuting and in defending avoidance actions and will share their knowledge and strategies with attendees.

Presented by:
The Environmental Law/Land Use Law of the San Diego County Bar Association

Clean water is vital to the well-being of the San Diego region's citizens and ecological communities. Join Coastkeeper's Senior Attorney, Patrick McDonough, as he provides an overview of federal and state water pollution laws, such as the Clean Water Act and the Porter-Cologne Act. This program will also cover relevant case law and Coastkeeper's local enforcement efforts.

Presented by:
The Alternative Dispute Resolution Section of the San Diego County Bar Association

Join this program to hear mediator Allen Gruber discuss current topics and issues in property mediation. Don't miss this unique opportunity to stay informed, acquire practical strategies, and enhance your mediation skills with an experienced industry expert.

Introduction:
James Astuno, Esq., ADR Section Chair
Partner at Astuno Sabel, APC

Produced by:
Estate Planning, Trust and Probate Law Section and Alternative Dispute Resolution Law Section of the San Diego County Bar Association

Learn how to bring emotional and difficult parties to the negotiating table and get their cases resolved. Many cases are not driven by money, but by emotion, family history, and a sense of entitlement. In these cases, traditional economic arm-twisting doesn't work. So, what does? Join this discussion with mediators Gina D. Stein, Merrianne E. Dean, and Ana M. Sambold to find out.

Introductions:
David G. Greco, Esq.
RMO LLP, Section Chair

Presented by:
The Business & Corporate and Civil Litigation Law Sections of the San Diego County Bar Association
This program is worth 1.0 General CLE Credit (Participatory)

The payments industry is a unique (and sometimes convoluted) business ecosystem, and without expert knowledge, it’s a potential minefield. This hour-long presentation will provide a necessary overview of the payments industry, including rules and regulations, litigation strategies for payments disputes, potential pitfalls, and most importantly, where the pressure points are. With most businesses accepting electronic payments, all attorneys should have some knowledge in this space to properly advise their clients. 

The SDCBA is committed to ensuring that all aspects of our events are accessible and enjoyable for all. If you require any accommodations, please contact us at mcle@sdcba.org.

Not a member? Join today or contact our Member Services Department at (619.231.0781 ext. 3505) to take advantage of discounted pricing on all SDCBA programs and events.

This program will explore the impact of partnership tax audit rules on partnership transactions, provide guidance on crafting a Bipartisan Budget Act (BBA) partnership tax audit provision, and assist transactional attorneys in gaining a comprehensive understanding of partnership tax audit regulations.

Presented by:
The Labor & Employment Law Section of the San Diego County Bar Association
This program is worth 1.0 General MCLE Credit (Participatory)

Join the SDCBA Employment Law Section in our informative panel discussion regarding the ins and outs of modern workplace investigations. Our diverse panel will include a senior consultant and investigator, an employment law consultant, a partner of a local law firm specializing in employment claims, and a senior associate of a labor and employment practice group.  Our panelists have vast experience conducting and managing workplace investigations for public and private sector employees and will discuss how these investigations ultimately play into matters that go into litigation.

Introductions:
Emilia Arutunian, Esq.
Director of Labor & Employment Litigation, Gomez Trial Attorneys

Moderator:
Kim Carter, Esq.
Shareholder, Littler

PLEASE NOTE: the video feed from the recording does not kick in until about 10 minutes after playback starts. Prior to that, you'll hear the audio portion. 

Produced by Business & Corporate Law Section of the San Diego County Bar Association

Join us for an informative discussion on how to avoid potential labor and employment pitfalls in the transactional setting. Many labor and employment issues that regularly present in a merger/acquisition go unaddressed until the last minute, sometimes jeopardizing the success of the transaction itself or creating significant challenges. And, those that choose to ignore labor and employment issues during the transaction can easily find themselves ensnared in post-transaction employment litigation that hobbles both the seller and the buyer and presents risks to both of significant exposure to liability.

Introduction:
Matthew Hrutkay, Esq.
Hrutkay Law, Section Chair

PRESENTED BY:
The Estate, Trust and Probate Law Section of the San Diego County Bar Association

Join us to hear neuropsychologist Natalie Kurniadi discuss emerging issues in capacity disputes. Dr. Kurniadi will offer advice to planners and litigators concerning spotting red flags, early signs of cognitive decline, and mitigating risk to vulnerable clients. She will also discuss less common medical diagnoses that can affect a testator's capacity.

INTRODUCTION:
David Greco, Esq. 
RMO LLP

Presented by:
The Real Property Section of the San Diego County Bar Association

Attend this insightful program for valuable insights into the latest developments in HOA governance law. This event will feature a distinguished panel of experienced attorneys, well-versed in advising HOAs, who will delve into significant legislation in this area from the first half of 2023. We look forward to your presence and active participation.

Presented by:
The Law & Medicine Section of The San Diego County Bar Association

The Supreme Court’s recent decision in Dobbs v. Jackson Women’s Health Organization to overturn Roe v. Wade profoundly changes the national landscape of laws impacting abortion care. While the full effect of the decision remains unclear, health care providers navigating this uncertain environment face significant potential civil and criminal liability associated with providing abortion care. Webinar speakers will outline some of the most pressing legal issues for providers post-Dobbs, including the interactions between state laws and federal laws like EMTALA and HIPAA, possible civil and criminal liabilities under state abortion restrictions for CA providers providing services across state lines, and protective measures that have been enacted in both CA and at the federal level in an effort to preserve access to abortion care.
 

Presented By: The Taxation Section of the San Diego County Bar Association

Join Ray Rouse, Deputy Chief Counsel of Settlement and Litigation at the Franchise, for a concise overview of significant developments in state taxation. This program will explain how cases reach the Litigation Bureau of the Franchise Tax Board and explore key cases in California’s income and franchise tax litigation.