MCLE Classes & Events

Thursday, October 12, 2017 POSTPONED; Date TBA: Restraining Orders

Wednesday, October 18, 2017 POSTPONED; Date TBA: Helping Your Client Help Themselves

Friday, October 20, 2017: Careers-of-Distinction-Awards-Dinner

Thursday, October 26, 2017: How to Manage a Law Practice

Friday, November 3, 2017: Wine, Beer, & Spirits Law

Monday, November 6, 2017: Settlement of Employment Claims

Thursday, November 16, 2017: Enforcement of Judgments

Thursday, November 30, 2017: Avoiding Common Mistakes When Drafting and Administering Special Needs Trusts

Friday, December 1, 2017: Pro Bono Awards Luncheon & General Membership Meeting

Wednesday, December 6, 2017: The Best Use of a Forensic CPA in a Divorce

Tuesday, December 12, 2017: State and Local Cannabis Regulations under the Medicinal and Adult Use Cannabis Regulation and Safety Act (MAUCRSA)

Wednesday, December 13, 2017: Legislative Updates in Labor & Employment

Thursday, December 14, 2017: Winter CEQA Update

MCLE Classes

Avoiding Common Mistakes When Drafting and Administering Special Needs Trusts

Planning for a person with a disability requires different skills than in traditional estate planning. A person with a disability typically requires public benefits to enhance his or her quality of life. Yet, the public benefit laws are complex and ever-changing. Planners often make mistakes that can cost persons with a disability substantial funds for their care. This program will describe the most common errors the speaker sees and how best to avoid them. Some of these errors include drafting mistakes in the documents, failing to keep current with new laws (such as ABLE accounts), or not understanding proper Special Needs Trust administration.

urbatsch-kevin

Kevin Urbatsch, Esq.
Urbatsch Law Firm P.C.

Mr. Urbatsch is a principal of the special needs and settlement planning law firm, The Urbatsch Law Firm P.C. located in Pleasant Hill, California. He serves as National Director of the Academy of Special Needs Planners (ASNP) and Editor-in-Chief of the NAELA Journal. Mr. Urbatsch is a Certified Specialist in Estate Planning, Trust, and Probate Law by the California State Bar Board of Legal Specialization. He is also a fellow of the American College of Trust and Estate Counsel (ACTEC). He is a frequent lecturer to professionals and consumers on special needs and estate planning and is the author (or co-author) of several books and treatises, including Attorney-Editor and partial author of CEB’s award winning publication titled Special Needs Trusts – Planning, Drafting, and Administration. Mr. Urbatsch has been a member of the California Bar since 1993. He received his law degree from St. Louis University in 1993 and his undergraduate degree from Truman State University in 1988. He began his California law practice as a litigator where he specialized in a variety of matters, including but not limited to elder financial abuse, Americans with Disabilities Act public access cases, and trust and estate litigation.

Thank You Council on Aging For Sponsoring This Program!
council-on-aging

Date: Thursday, November 30, 2017

Time: Check-In: 11:45 am; Presentation: 12:00—1:00 pm

Presenter(s): Kevin Urbatsch, Esq., Urbatsch Law Firm P.C.

Place: SCBA Office, 111 Santa Rosa Ave., Ste. 222, Santa Rosa, CA 95404 Parking for this seminar is ONLY available in the Public Parking Garage at 555 First Street at rate of $.75 per hour. Please do not park in the parking lot at 111 Santa Rosa Avenue.

Registration Fee: $55–SCBA Members; $70–Public

MCLE: 1.0 Unit Participatory MCLE Credit in General Law and
1.0 Unit Participatory Specialization Credit in Estate Planning, Trust & Probate Law

Student: $20 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)

Click Here to Register
Click Here to Download Registration Flyer

If you no longer wish to receive hard-copy mailings of announcements for SCBA seminars and events, please contact Susan Demers (707) 542-1190 x18, fax (707) 542-1195, or Susan@SonomaCountyBar.org to be removed from the mailing list.

Careers of Distinction Awards

Careers of Distinction 2017

Join the Sonoma County Bar Association, Friends, and Colleagues as We Celebrate the Career Achievements of Two Esteemed Members of the Legal Profession in our Community

10-20-17-careers-of-distinction-awards-dinner

Online Registration for this Event is Unavailable. Please call the SCBA office at (707) 542-1190 ext. 10 to Register by Phone or Click Here to Download Registration Flyer

General Law

Enforcement of Judgments

Discussion will Include:
~ Where to Start
~ Methods of Collecting
~ Dealing with the Sherriff
~ What Not to Do

Steve Beckwith

Stephen M. Beckwith
The Law Office of Stephen M. Beckwith

Mr. Beckwith’s practice includes representation of creditors such as contractors, financial institutions, auto dealerships and material suppliers to the construction industry. Further, he has incorporated many Sonoma County businesses and is general counsel to several of these businesses focusing on administrative and contract matters. Mr. Beckwith has an extensive practice in business and personal collections of various clients.

Mr. Beckwith is a member of the California and Sonoma County Bar Associations. In addition, Mr. Beckwith was a teacher at Sonoma State University in the Paralegal Program, teaching enforcement of judgment techniques at the school. He also currently sits on the Sonoma County Assessment Appeals Board hearing disputes between taxpayers and the Sonoma County Assessor’s Office. From 2001 through 2012, Mr. Beckwith was a Pro Tem Judge for the Sonoma County Superior Court hearing Small Claims Cases.

Mr. Beckwith is a graduate of UCLA (Class of 74) with a Bachelor of Arts degree in Political Science and received his law degree from Empire College School of Law. Mr. Beckwith held a license as a real estate appraiser from 1989 through 1995.

Date: Thursday, November 16, 2017

Time: Check-In: 11:45 am; Presentation: 12:00—1:00 pm

Presenter(s): Stephen M. Beckwith, The Law Office of Stephen M. Beckwith

Place: SCBA Office, 111 Santa Rosa Ave., Ste. 222, Santa Rosa, CA 95404

Registration Fee: $55–SCBA Members; $70–Public;

MCLE:1.0 Unit Participatory Credit in General Law

Student: $20 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)

Click Here to Register
Click Here to Download Registration Flyer