MCLE Classes & Events

Friday, November 16, 2018: Fiduciary Income Tax Returns 101

Thursday, November 29, 2018: Introduction to Easement Law

Friday, November 30, 2018: Survivors as Advocates: Disaster Impacts on Legal Professionals

Monday, December 3, 2018: Legislative Updates in Labor & Employment for 2019

Wednesday, December 5, 2018: Real Property and Trusts & Estates Crossover Issues

Tuesday, December 11, 2018: 2018 Winter CEQA Update

Wednesday, December 12, 2018: Cannabis Licensing and Regulatory Compliance

MIXER - Thursday, December 13, 2018: SCBA's Annual Holiday Mixer to Honor Our Past Presidents!

Friday, January 4, 2019: Judicial Independence

Monday, January 7, 2019: IOLTA Accounts

Thursday, January 17, 2019: Elimination of Bias in the Workplace

Tuesday, January 22, 2019: Ethical Duties and Electronically Stored Information

Thursday, January 31, 2019: Recent Developments in Labor & Employment Law

NEW DATE: March 5, 2019 from 10-30-18: The Prudent Investor Rule: Investing for Continuing Trusts

Ethical Duties and Electronically Stored Information

This presentation will cover electronic discovery and the related ethical duty of competence. Drawing on guidance from the State Bar, recent e-discovery cases, and the speaker’s own experience assisting attorneys, the presentation outlines the main risks to counsel and client of failing to properly understand e-discovery obligations in litigation.

Cory Hamma, CISSP, ACE, MCITP Senior Network Security Architect Capitol Digital | Califorensics

Mr. Hamma has nearly 15 years of experience in digital forensics, e-discovery, and related fields. He specializes in digital evidence, including collection, analysis, reporting, and expert testimony in support of complex litigation or referral

Click here to continue reading Ethical Duties and Electronically Stored Information

IOLTA Accounts

Client Trust Accounting

This Program will Cover the Following Topics:

~ The Importance of Client Accounting ~ The Rules: California Rule of Professional Conduct 4-100 ~ Key Concepts in Client Trust Accounting ~ Opening a Client Trust Bank Account ~ Depositing Money Into Client Trust Bank Accounts ~ Paying Money Out of Client Trust Bank Accounts ~ Record-keeping ~ Reconciliation Margaret Schopp, CPA Schopp & Co., An Accountancy Corporation

Ms. Schopp has been a CPA for over 20 years. While she started her career in public accounting, she quickly moved into the corporate world, holding positions at Deloitte,

Click here to continue reading IOLTA Accounts

Attorney Trust Accounts: Pitfalls to Avoid

A Discussion of the requirements of a CTA client trust account in order to comply with the obligations and to avoid California State Bar discipline.

Jonathan I. Arons Attorney at Law San Francisco, California

Jonathan I. Arons is an attorney in San Francisco, California. He is the owner of a two-attorney practice with a emphasis in professional responsibility/legal ethics. For more than 30 years he has advised lawyers on ethics matters, defense of disciplinary charges, and issues concerning admission or reinstatement to the State Bar of California. Mr. Arons also advises law firms and attorneys

Click here to continue reading Attorney Trust Accounts: Pitfalls to Avoid