Events

2015 Careers of Distinction Awards

Nominations for the 2015 Careers of Distinction Awards are Now Being Accepted

THE AWARD

Each year the Sonoma County Bar Association recognizes members of the legal profession with SCBA’s highest honor, the Careers of Distinction (COD) Award. The Award is made to attorneys and Judicial officers who have distinguished themselves in an exemplary fashion during their legal careers in Sonoma County. In 2015, this recognition will be made at SCBA’s premier annual event, the COD Awards dinner, on Friday, October 16, 2015 at the Hyatt Vineyard Creek Hotel.

THE CRITERIA

  • Active, retired, or deceased attorneys or Judicial Officers who have engaged in the practice of law in Sonoma County in an exemplary fashion are eligible for this award.
  • Those who have distinguished themselves as jurists, litigators, or practitioners, and who have applied due diligence in the practice of law day after day.
  • Those who have been an inspiration to others and have achieved excellence during their legal careers.
  • Important is participation in activities outside the practice of law such as service to local, state, national and international organizations, service to charitable organizations, political pursuits, religious
  • groups, chambers of commerce, merchants associations, and other noteworthy achievements.

THE PROCESS

  • All nominations will be reviewed by the COD Nominating Committee consisting of the current SCBA Executive Committee, representative past Honorees, and representative past SCBA Presidents.
  • Group, or en banc nominations, resolutions, endorsements or petitions are not recommended.
  • The Nominating Committee does not undertake any independent investigation and relies on the information submitted in the nominating form and supporting documents.
  • The Nominating Committee will submit its recommendations to the SCBA Board of Directors for its consideration and final selection.
  • Honorees will be announced on or about May 15, 2015, and will be presented with their awards on October 16, 2015 at the Hyatt Vineyard Creek Hotel.

CLICK HERE TO DOWNLOAD THE NOMINATION FORM

  • Nominations must be submitted using the nomination form.
  • Use only one form per nominee.
  • In addition to the nomination form, submit detailed explanations of the criteria listed in the criteria section above. Include supporting documents such as a resume, a list of awards, and/or a list of
    accomplishments.
  • Include any other information that you feel highlights how the nominee has distinguished himself or herself in an exemplary fashion during a legal career in Sonoma County.

RETURN COMPLETED FORM TO:

Peter Steiner, SCBA Executive Director, peter@sonomacountybar.org, or fax to 542-1195, or mail to the Sonoma County Bar Association, 37 Old Courthouse Square, Suite 100, Santa Rosa, CA 95404.

DEADLINE FOR SUBMISSION: Friday, March 20, 2015

General Law

Civil Pretrial Workshop

An All-Day Seminar for Civil Trial Lawyers
Part 1: Filing a Lawsuit
Part 2: Responding to a Lawsuit
Part 3: Written Discovery
Part 4: Depositions
Part 5: MSJ/MSA
Part 6: Experts
Part 7: Settlement Efforts

 

Date: Friday, April 17, 2015

Time: Check-In: 8:00 am ; Program: 9:00 am – 4:30 pm

Presenter(s):
Karin P. Beam, Associate, Spaulding McCullough & Tansil LLP
Hon. Nancy Case Shaffer, Supervising Judge, Civil, Sonoma County Superior Court
Hon. Elliot Lee Daum, Judge, Sonoma County Superior Court
John F. DeMeo, Partner, DeMeo, DeMeo & West
Hon. M. Lynn Duryee, Retired, Marin County Superior Court
Patrick W. Emery, Shareholder, Abbey, Weitzenberg, Warren & Emery, P.C.
Bonnie A. Freeman, Partner, Senneff, Freeman & Bluestone LLP
Kenneth D. Gack, Arbitrator, JAMS
Robert L. Jackson, Assistant City Attorney, City of Santa Rosa
Michael G. Miller, Partner, Perry, Johnson, Anderson, Miller & Moskowitz, LLP
Steven C. Mitchell, Shareholder, Geary, Shea, O’Donnell, Grattan & Mitchell, P.C.
Adrienne M. Moran, Partner, Shapiro, Galvin, Shapiro & Moran
Robert A. Murray, Director, Arbitration and Mediation Center (AMC)
Hon. Gary Nadler, Judge, Sonoma County Superior Court
Julia J. Parranto, Partner, Parranto & Applegate, LLP
Dawn M. Ross, Partner, Carle, Mackie, Power & Ross LLP
Gregory G. Spaulding, Partner, Spaulding McCullough & Tansil LLP
Tad S. Shapiro, Partner, Shapiro, Galvin, Shapiro & Moran
W. Barton Weitzenberg, Shareholder, Abbey, Weitzenberg, Warren & Emery, PC
Hon. Arthur A. Wick, Judge, Sonoma County Superior Court
Michelle V. Zyromski, Partner, Zyromski Konicek LLP

Place: The Glaser Center, 547 Mendocino Avenue, Santa Rosa, CA 95401

Cost: $295–SCBA Members; $350–Public

Click Here to Register
Click Here to Download the Registration Flyer

Karin P. Beam

Hon. Nancy Case Shaffer

Hon. Elliot Daum

John F. DeMeo

Hon. M. Lynn Duryee


Patrick W. Emery

Bonnie A. Freeman

Kenneth D. Gack

Robert L. Jackson

Michael G. Miller

Steven C. Mitchell

Adrienne M. Moran

Robert A. Murray

Hon. Gary Nadler

Julia J. Parranto

Dawn M. Ross

Gregory G. Spaulding

Tad S. Shapiro

W. Barton Weitzenberg

Hon. Arthur Wick

Michelle V. Zyromski

General Law

A Day in the Life: General Counsel for Major Sports Organizations

Elizabeth R. Murphy

Maggy Carlyle

Michael Shapiro

Date: Monday, May 4, 2015

Time: Check-In: 11:45 am; Presentation: 12:00 – 1:30 pm

Presenter(s):
Elizabeth R. Murphy, Vice President and Deputy General Counsel, San Francisco Giants
Maggy Carlyle, Associate Counsel and Corporate Secretary, San Jose Sharks
Michael Shapiro, President & General Manager, San Rafael Pacifics Baseball Club

Place: SCBA, 37 Old Courthouse Sq., Ste. 100, Santa Rosa, CA 95404

Cost: $60–SCBA Members; $70

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 the Registration Flyer

General Law

Contested Probate Hearings: Evidence and Appeal

Probate rulings at probate hearings may determine substantive issues long before the case goes to trial—or even preclude a trial, serving as a form of summary judgment. Routine probate procedures and requirements in uncontested hearings are quite different where there is a contest—presenting traps for the unwary practitioner, who may find essential legal elements determined at this important preliminary phase of a case. Appealing an adverse probate hearing requires special care and planning to preserve rights and allow appellate examination of an adverse ruling. This program will examine how to assert and protect your client’s case both at critical probate hearings and on appeal.

Hon. Nancy Case Shaffer
Supervising Judge
Sonoma County Superior Court

The Honorable Nancy Case Shaffer was sworn in as a Sonoma County Superior Court Judge in 2011 by Judge Lloyd Von der Mehden (Ret.), having previously served the previous three years as Superior Court Commissioner. Judge Shaffer brought 29 years of the experience as a trial attorney with her to the Sonoma County bench, eighteen of which were spent as partner at Beyers, Costin & Case in Santa Rosa. Judge Shaffer has served as a law professor at Empire College School of Law, as the ADR Coordinator for the Courts and was a member of the Sonoma County Superior Court Settlement Conference Panel. Judge Shaffer is also a Past President of the Sonoma County Bar Association and has volunteered her time extensively to the organization’s various committees and continuing legal education programs.

William Andrews
Attorney
Law Offices of William Andrews

For more than 35 years, Mr. Andrews has helped clients and other counsel with estate planning, probate and trust administration and elder law, emphasizing prevention and resolution of conflicts. With his extensive experience, he is sought by both lawyers and clients as a dispute mediator and litigator in his chosen practice areas. A trained mediator working in estate and trust dispute resolutions, Mr. Andrews also has helped pioneer the adaptation and expansion of collaborative practice as an alternative to litigation to resolve conflicts in probate and trusts. Mr. Andrews serves as a frequent organizer, panelist, and moderator of courses and training in a wide range of topics in estate planning, probate and trusts, elder abuse, and alternate dispute resolution.

Joseph Baxter
Attorney
Law Offices of Joseph Baxter

Mr. Baxter is a Certified Appellate Specialist and has been practicing law for the past 42 years, with the last 36 years of practice occurring in Sonoma County. He has had numerous successful decisions in the United States Supreme Court (including a landmark decision in Robbins v. California), the Supreme Court of California and the California Courts of Appeal. In addition to his private civil and criminal appeals, Mr. Baxter also handles criminal appeals by appointment from the CA Supreme Court. Mr. Baxter graduated from law school at Georgetown University Law Center and has an undergraduate degree from Rutgers University. He is also a Martindale-Hubbell AV Preeminent rated attorney.

Date: Thursday, April 9, 2015

Time: Check-In: 11:45 am; Presentation: 12:00 – 2:00 pm

Presenter(s):
Hon. Nancy Case Shaffer, Supervising Judge, Sonoma County Superior Court
William Andrews, Attorney, Law Offices of William Andrews
Joseph Baxter, Attorney, Law Offices of Joseph Baxter

Place: SCBA, 37 Old Courthouse Sq., Ste. 100, Santa Rosa, CA 95404

Cost: $70–SCBA Members; $80–Public

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 the Registration Flyer

General Law

A Primer on the Valuation of Wine Collections

How is wine assigned a value?
Can a 4-point font really make a several-hundred or several-thousand dollar difference in value?
Why do some wines have no value?
The collection has been assigned a value, now what? Facilitating sales, separation of property, turnaround time
Legal guidelines: When is the value set? Who has access? Can bottles be removed for consumption or sale?

Melissa Lavrinc Smith
Wine & Spirits Consultant and Sommelier
Enotrias, The Bay Area’s Elite Wine and Spirits Consultants

Ms. Lavrinc Smith is a Culinary Institute of America trained chef that began studying under the Guild of Mast Sommeliers in 2007 and worked as the Head Sommelier for K&L Wine Merchants from 2009-2014. Her company Enotrias provides wine and spirits events and private cellar services that includes organization, management, inventory, and valuation. Ms. Lavrinc Smith is known as the Sommelier to the Silicon Valley Stars with clients from major technology companies such as Twitter, IBM, Google, and Facebook (including a certain Zuckerberg).

Date: Thursday, April 30, 2015

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

Presenter(s): Melissa Lavrinc Smith, Wine & Spirits Consultant and Sommelier, Enotrias, The Bay Area’s Elite Wine and Spirits Consultants

Place: SCBA, 37 Old Courthouse Sq., Ste. 100, Santa Rosa, CA 95404

Cost: $50–SCBA Members; $60–Public

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 the Registration Flyer

Competence Issues

Cognitive Impairment in Legal Professionals

This program will discuss recognizing and clarifying the nature of cognitive decline and the associated ethical issues therein, Americans with Disabilities Act (ADA) issues including reasonable accommodation, effective intervention, and support in negotiating issues of cognitive decline.

The panel will also discuss one’s ability to practice while experiencing cognitive decline, succession, transition to retirement, and issues relating to pro bono practice.

Dana Curtis, Esq.

Ms. Curtis is a pioneer and leader in the Bay Area alternative dispute resolution (ADR) field. She was among the first attorneys in the country to devote her career exclusively to mediation, beginning her full-time practice in 1991. Her 23-year mediation career includes four years as a staff mediator for the Ninth Circuit Court of Appeals and recognition as a “Top 50″ California neutral. She conducts mediation training for organizations, courts and law schools throughout the U.S. and internationally, including at Stanford Law School, where she taught for ten years.

Tonita E. Wroolie, PhD, ABPP

Dr. Wroolie is a clinical psychologist with expertise in both geropsychology and neuropsychology. She is trained in mediation and is a collaborative mental health professional. In addition to her private practice, she is an Assistant Clinical Professor at Stanford University School of Medicine, Department of Psychiatry & Behavioral Sciences where she conducts research on early risk factors for Alzheimer’s disease, clinical neuropsychological assessments, and psychotherapy.

Date: Wednesday, April 29, 2015

Time: Check-In: 11:45 am; Presentation: 12:00 – 2:00 pm

Presenter(s):
Dana Curtis, Esq.
Tonita E. Wroolie, PhD, ABPP

Place: SCBA, 37 Old Courthouse Sq., Ste. 100, Santa Rosa, CA 95404

Cost: $70–SCBA Members; $80–Public

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 the Registration Flyer

MCLE Classes

Nuts & Bolts of Trust Administration on Death of Settlor

Program Discussion Will Include:
Differences from Probate
Fee Agreements
Notices
Sales
Claims by Creditors
Taxation
Accounts

Barry Adams
Law Office of Adams & Rafferty

Mr. Adams is an attorney who concentrates his practice in estates, trusts and elder law. Mr. Adams has extensive experience in all aspects of estates, trusts and elder law. He is particularly experienced and passionate about assisting families in conflict after loved ones die. He is the founder of the Elder Law Clinic of Empire Law School and is a professor of Elder Law at Empire Law School. He is a member of the Probate and Trust section of the State Bar of California and the Trusts & Estates Section of the Sonoma County Bar Association. He speaks about avoiding conflict and contests in trusts and estates to many groups throughout Northern California.

Thomas A. Haeuser
Law Office of Thomas A. Haeuser

Mr. Haeuser, a self-professed “country lawyer”, has practiced in the same historic building on the Plaza in the City of Sonoma for 40 years. When he arrived in Sonoma in 1974, the firm had a general practice covering a wide range of business, real estate, construction, and landlord-tenant law. He has increasingly specialized in estate planning and administration. Mr. Haeuser is a California Bar Association Certified Specialist in Estate Planning, Trust and Probate Law. He is designated an Accredited Estate Planner by the National Association of Estate Planners and Councils. He is currently a member of the Steering Committee of the Trust and Estate Section of the Sonoma County Bar Association and is a member of the National Academy of Elder Law Attorneys.

Date: Friday, April 24, 2015

Time: Check-In: 11:45 am; Presentation: 12:00 – 2:00 pm

Presenter(s):
Barry Adams, Law Office of Adams & Rafferty
Thomas A. Haeuser, Law Office of Thomas A. Haeuser

Place: SCBA, 37 Old Courthouse Sq., Ste. 100, Santa Rosa, CA 95404

Cost: $70–SCBA Members; $80–Public

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 the Registration Flyer

General Law

Family Law New Forms & New Law for 2015

Please join us for two hours of updates regarding New Law/Rules for Family Law in 2015. This is a well attended event and you won’t want to miss it!

Hon. Raima Ballinger

Hon. Louise Bayles-Fightmaster

Peggy Roth

Date: Wednesday, February 18, 2015

Time: 3:30 pm Check In; 3:45—6:00 pm Presentation

Presenter(s):
Hon. Raima Ballinger, Judge, Sonoma County Superior Court
Hon. Louise Bayles-Fightmaster, Commissioner, Sonoma County Superior Court
Peggy Roth, Department of Child Support Services, Sonoma County

Place: Fountaingrove Inn, 101 Fountaingrove Parkway, Santa Rosa, CA 95403

Cost: $55–SCBA Members; $75–Non-Members

Click Here to Register
Click Here to Download the Registration Flyer

General Law

How Lawyers Can Help the Courts Run Effectively

Saving You Time and Aggravation and Saving Your Client Money

Hon. M. Lynn Duryee (Ret.)
JAMS

The Honorable M. Lynn Duryee served as a superior court judge for 21 years in Marin County, having served in every assignment, including criminal, civil, family, and juvenile. She served as Supervising Civil Judge of the Marin County Superior Court for 11 years between 1999-2013, Supervising Family Law Judge from 2005 to 2006, and Supervising Criminal Judge from 2007 to 2008. She served as Presiding Judge of the Marin County Superior Court from 2006 to 2007. Judge Duryee served as Dean of the California Judicial College, as well as teaching “trials” at the College. She was the recipient of California Judges Association Bernard Jefferson Award for Distinguished Service in Judicial Education in 2002 and the Marin County Women Lawyers Award for Outstanding Leadership and Dedication in 2008. She taught Evidence for 10 years at Hastings and has taught hundreds of courses to judges, lawyers and law students in California and nationally. She is the author of books “Hooked On Drug Court” (CreateSpace) and “Mastering Mediation: 50 Essential Tools for the Advanced Practitioner” (Aspatore Books) and has been a regular columnist for judges in “The Bench,” the magazine of the California Judges Association.

Date: Date: Wednesday, April 1, 2015

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

Presenter(s): Hon. M. Lynn Duryee (Ret.), JAMS

Place: SCBA, 37 Old Courthouse Sq., Ste. 100, Santa Rosa, CA 95404

Cost: $50–SCBA Members; $60–Public

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 the Registration Flyer

General Law

Handling Divorce Tax Issues

Choosing filing status: Joint? Separate? Single?
Date of separation and tax implications
Gain/loss from sale of residence
1041 transfers
Child support: including 6 month rule and 24 month rule
Spousal support: including recapture dangers
Dividing carryover losses
Tax pitfalls

Hal D. Bartholomew
Partner
Bartholomew & Wasznicky LLP

Mr. Bartholomew is a Certified Family Law Specialist by the State Bar of California Board of Legal Specialization (since the program began), a Fellow of the American Academy of Matrimonial Lawyers (President of Nor Cal Chapter in 2010), and a frequent instructor for the continuing education of Certified Public Accountants, other financial professionals and attorneys. Selected as a Northern California Super Lawyer for 11 years, he was also the co-founder of the Sacramento Collaborative Practice Group and the founding President of Collaborative Practice California.

Beverly Brautigam, CPA
Personal Financial Specialist
Brautigam & Co.

Ms. Brautigam is a Court-appointed Expert, a Court-appointed Special Master, and a Qualified Expert in several northern California Counties. She holds degrees in Accounting and Taxation as well as the designation of Personal Financial Specialist (accredited by the American Institute of CPAs) and has her Series 7 and Series 66 licenses. Ms. Brautigam has taught in the Masters of Taxation Program at Golden Gate University and teaches many continuing education courses for the California CPA Society, including ones she co-authored, Tax Aspects of Marital Dissolutions, Advanced Tax Problems of Marital Dissolutions and Tax Consequences of Divorce. She has also authored Tax Consequences of Marriage, Separation and Divorce, an AICPA self-study course, and Marital Dissolutions in California found in Prentice-Hall’s loose-leaf service, Divorce Taxation.

Date: Thursday, March 26, 2015

Time: Check-In: 3:30 pm ; Presentation: 4:00 – 6:00 pm

Presenter(s):
Hal D. Bartholomew, Partner, Bartholomew & Wasznicky LLP
Beverly Brautigam, CPA, Personal Financial Specialist, Brautigam & Co.

Place: Glaser Center, 547 Mendocino Avenue, Santa Rosa, CA 95401

Cost: $75–SCBA Members; $85–Public

Click Here to Register
Click Here to Download the Registration Flyer

Events

2015 St. Pat’s Mixer Honoring SCBA’s Past Presidents