SCBA Office Closed:

Monday, May 25, 2020 in honor of Memorial Day. .~.~.~.~.~.~.~.~.~.~.

MCLE Classes & Events

Thursday, February 20: The Nuts and Bolts of the Sale of a Business

Friday, February 21: Legislation “ABCs” and Carve-Outs to Employment After Dynamex and AB5

Tuesday, February 25, 2020: New Housing Laws for 2020

EVENT - Tuesday, March 3, 2020: 2020 Family Law Judicial Officers’ Luncheon

EVENT -Tuesday, March 10, 2020: NIGHT At The MUSEUM Tour and Mixer

NEW DATE: Tuesday, March 24: Cal-OSHA Update

Monday, March 30, 2020: Understanding Undue Influence Through the Eyes of the Victimizer

Tuesday, April 2, 2020: Hemp Law 101

Tuesday, April 7, 2020: Family Law Disclosure Overview

Wednesday, April 15, 2020: Pension, Division, Malpractice & QDROs

Friday, April 17, 2020: LPS Conservatorships

Monday, April 27, 2020: Sports Law

Thursday, April 30, 2020: Qualified Opportunity Zones

EVENT -Friday, May 1, 2020: Rex Sater Award Dinner

Monday, May 4, 2020: Sexual Harassment Training for Law Firms

EVENT -Friday, May 15, 2020: Judges’ Jubilee

Tuesday, May 19, 2020: Divorce & Taxes

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Understanding Undue Influence Through the Eyes of the Victimizer

This session will explore how artful manipulators choose their victims and use their role and power to exploit their trust, dependency, and fears. This is not going to take place within the typical lecture format, and the attendees will not merely be taught facts and descriptive statements. Rather, this session will offer an experiential approach, during which each participant will be encouraged to understand the dynamics of undue influence by learning how to think like a victimizer. In addition, we will discuss the practical and interpersonal skills needed for responding to the victims of undue influence.

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Real Property and Trusts & Estates Crossover Issues

Notice the NEW LOCATION: Join us for an interactive discussion about issues to consider in planning and drafting estate plans that include real property assets, as well as the opportunities and potential challenges during probate or trust administrations.

Topics will include: ~ Estate planning considerations for clients with real property assets ~ Procedural concerns in real property transactions involving trusts & estates – trust administration vs. probate ~ Entity owned real property and estate planning ~ Subtrust allocations of real property ~ Exclusions from property tax reassessment ~ Estate planning for cannabis-related businesses and real property ~ MediCal planning to

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NEW DATE – March 5, 2019: The Prudent Investor Rule: Investing for Continuing Trusts

John Mackey Senior Vice President and Managing Director of Investment & Fiduciary Services Exchange Bank

Mr. Mackey manages one of the oldest and most respected Trust and Investment Management Departments in Northern California. Exchange Bank’s fiduciary services include investment management, qualified plan administration, personal trust administration, estate settlement and institutional trust services which aggregate to approximately $1.2B in assets. Mr. Mackey is responsible for growing the department’s net revenue and for trust and investment compliance and risk controls. As a senior executive of Exchange Bank, Mr. Mackey is responsible for key components of the strategic plan related

Click here to continue reading NEW DATE – March 5, 2019: The Prudent Investor Rule: Investing for Continuing Trusts