BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//La Jolla Bar Association - ECPv6.15.20//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:La Jolla Bar Association
X-ORIGINAL-URL:https://lajollabarassociation.com
X-WR-CALDESC:Events for La Jolla Bar Association
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/Los_Angeles
BEGIN:DAYLIGHT
TZOFFSETFROM:-0800
TZOFFSETTO:-0700
TZNAME:PDT
DTSTART:20190310T100000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0800
TZNAME:PST
DTSTART:20191103T090000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0800
TZOFFSETTO:-0700
TZNAME:PDT
DTSTART:20200308T100000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0800
TZNAME:PST
DTSTART:20201101T090000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0800
TZOFFSETTO:-0700
TZNAME:PDT
DTSTART:20210314T100000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0800
TZNAME:PST
DTSTART:20211107T090000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0800
TZOFFSETTO:-0700
TZNAME:PDT
DTSTART:20220313T100000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0800
TZNAME:PST
DTSTART:20221106T090000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20210610T120000
DTEND;TZID=America/Los_Angeles:20210610T130000
DTSTAMP:20260505T143821
CREATED:20210602T154900Z
LAST-MODIFIED:20210602T155159Z
UID:5177-1623326400-1623330000@lajollabarassociation.com
SUMMARY:June 10th 2021 MCLE Luncheon via Zoom — the Honorable RONALD L. STYN\, Judge of the Superior Court
DESCRIPTION:We are very pleased to have as our speaker for this event\, the Honorable RONALD L. STYN\, Judge of the Superior Court\, who will share with us what he has learned in over 30 years of practice\, and another 21 years of service on the bench.\nThursday\, June 10\, 2021 at 12:00 pm\nZoom meeting\n  \nJudge Styn will provide practical suggestions as to how attorneys can get both the Judge and their adversaries to respect them\, and will share a few courtroom “blunders” by attorneys which he has observed from the bench. \nJudge Styn welcomes interaction with attendees; and he is interested in receiving and addressing your concerns and questions. \nThe program will provide 1.0 hour MCLE credit\, and we hope that all of you can attend.
URL:https://lajollabarassociation.com/events/june-10th-2021-mcle-luncheon-via-zoom-the-honorable-ronald-l-styn-judge-of-the-superior-court/
CATEGORIES:M.C.L.E.,Zoom Video Online
ATTACH;FMTTYPE=image/jpeg:https://lajollabarassociation.com/wp-content/uploads/2021/06/STYN.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20210513T120000
DTEND;TZID=America/Los_Angeles:20210513T130000
DTSTAMP:20260505T143821
CREATED:20210503T205216Z
LAST-MODIFIED:20240711T204028Z
UID:5154-1620907200-1620910800@lajollabarassociation.com
SUMMARY:May 13th 2021 MCLE Luncheon via Zoom — Ashley M. Peterson\, and Kyle E. Yaege
DESCRIPTION:We are very pleased to have as our speakers for this event\, local attorneys Ashley M. Peterson\, Law Office of Ashley M. Peterson\, and Kyle E. Yaege\, Hickman Robinson Yaege\, LLP.\nThursday\, May 13\, 2021 at 12:00 pm\nZoom meeting\n  \nTheir presentation\, entitled “Short Term Rental Update 2021: What’s Happening in California?\,”  will discuss short term rental regulations in effect in various cities throughout California\, including the City of San Diego and the City’s proposed future restrictions that may be enacted.  Other issues addressed will include transient occupancy taxes\, city audits\, landlord and tenant issues and homeowner association enforcement. \n\nThe program will provide 1.0 hour MCLE credit\, and we hope that all of you can attend. \n\nSome Information about our speakers:\n  \nAshley M. Peterson\, ESQ.\nAshley Peterson is the owner of the Law Office of Ashley M. Peterson in San Diego\, California.  Her practice specializes in real estate transactions including commercial and residential property purchases and sales\, for sale by owner transactions\, commercial and residential leases\, easements\, and short term rental regulations.   \nMs. Peterson is a current member of the executive committee of the California Lawyers Association Real Property Law Section and the San Diego County Bar Association Real Property Section.  She was named as one of the top 50 influential business leaders in San Diego by the Daily Transcript in 2017\, and as a “Rising Star” in Real Estate by Super Lawyers every year from 2017 – 2020. \n  \nKyle E. Yaege\nKyle Yaege is an Equity Partner with the law firm of Hickman Robinson Yaege\, LLP in San Diego\, California. \nMr. Yaege’s practice emphasis includes the legal representation of property owners\, developers\, lenders\, contractors and business owners in both transactional and litigation matters.   \nMr. Yaege has acted as litigation counsel in subject areas including commercial real estate leasing and evictions\, real estate title and foreclosure litigation\, professional license compliance and administrative claims defense\, corporate ownership and control disputes\, and collections litigation (including levy and execution\, as well as commercial and individual bankruptcy claims)\,   \nHe has as outside general counsel to numerous real estate brokerage\, construction\, and retail businesses providing legal advice in the areas of entity formation\, contract negotiations and drafting\, commercial leasing\, product distribution\, intellectual property\, purchase and sale\, M&A\, and independent contractor and employment agreements.   \nPrior to joining the Robinson & Hickman firm\, Mr. Yaege was Senior Associate and litigation counsel with Galuppo & Blake\, A.P.L.C. in  Carlsbad\, California\, where he acted as litigation counsel to Fortune 500 institutions in the area of loan liquidation and collections in the areas of bankruptcy\, receivership\, and foreclosure throughout the Southwest United States; and acted as litigation counsel with focus on commercial leasing\, collections\, real property ownership and title\, and premises liability.   During this period\, Mr. Yaege also acted as outside general counsel for regional real estate brokerage\, construction\, property management\, and property development businesses\, with emphasis on the areas of professional license compliance and defense\, entity formation and operations\, and human resources.    \nMr. Yaege established Yaege Law\, A.P.C. in San Diego\, California following receipt of a Juris Doctorate in 2006 from California Western SOL (Honors: Am. Jur. Labor Law/Real Property 2. Dean’s Honor Roll Awards).  During this early period of litigation practice\, he focused on areas of commercial leasing\, residential real estate purchase transactions\, administrative claims prosecution and defense in real estate\, healthcare\, and nursing\, premises liability\, professional malpractice\, and employment (FEHA\, ADA\, and OSHA). \nMr. Yaege has been recognized for his professional acoomplishments\, including the San Diego Daily Transcript “Top Attorneys” Award (2015) “Top Young Attorneys” Award (2013)\, (2014). Super Lawyers “Rising Star” 2015\, 2016.    \nHe is also licensed in California as a Real Estate Broker (2007 – Present).  
URL:https://lajollabarassociation.com/events/may-13th-2021-mcle-luncheon-via-zoom-ashley-m-peterson-and-kyle-e-yaege/
LOCATION:Zoom Only
CATEGORIES:M.C.L.E.,Zoom Video Online
ATTACH;FMTTYPE=image/jpeg:https://lajollabarassociation.com/wp-content/uploads/2021/05/Peterson-Yaege.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20210429T120000
DTEND;TZID=America/Los_Angeles:20210429T130000
DTSTAMP:20260505T143821
CREATED:20210412T213951Z
LAST-MODIFIED:20210413T054652Z
UID:5123-1619697600-1619701200@lajollabarassociation.com
SUMMARY:April 29th 2021 MCLE Luncheon via Zoom — Shanna E. Welsh-Levin
DESCRIPTION:We are very pleased to have as our speaker for this event\, local Attorney Shanna E. Welsh-Levin\, who will present the informative and topical program “California Eviction Update – What Landlords Need to Know.” \nThursday\, April 29\, 2021 at 12:00 pm\nZoom meeting\n\nThe program will provide 1.0 hour MCLE credit\, and we hope that all of you will calendar and attend it. \n\nSome Information about our speaker\, Shanna Welsh-Levin:\nAttorney Shanna Welsh-Levin is a member of the State Bar of California\, and the San Diego County Bar Association. She is a member of the Real Property Law Section Executive Committee\, and was elected Chair of the Real Property Law Section during 2015.  \nMrs. Welsh-Levin is a California licensed real estate broker and an active member of the San Diego Association of REALTORS®.  She has served on committees at SDAR\, and attended legislative functions as a representative of the association.  She is also a member of the California Association of REALTORS®\, and the National Association of REALTORS®.   \nDuring the recession and housing crisis from 2007 through 2014\, Mrs. Welsh-Levin participated in hundreds of HOME Clinics that took place throughout San Diego County\, Imperial County\, and Riverside County. The clinics were sponsored by the U.S. Department of Housing and Urban Development.  As a volunteer attorney at these events\, Ms. Welsh-Levin consulted with homeowners who were in distress because of their mortgages. \nShe was instrumental in passing California’s short sale anti-deficiency statute. Working with Senator Denise Ducheny’s office\, Ms. Welsh helped to introduce Senate Bill 931\, to protect consumers from their lenders when they are unable to pay off the balance of their mortgage loan.  The bill passed and made it mandatory for lenders to forgive the remaining balance of the mortgage debt\, called the deficiency balance\, when the homeowner/borrower completes a short sale of their home.  When the bill went into effect on January 1\, 2011\, it created the California Code of Civil Procedure §580e.   \nMrs. Welsh-Levin counsels attorneys\, real estate professionals\, housing counselors\, negotiators\, and property owners about the law on short sales\, foreclosures\, and loan modifications.     \nAttorney Welsh-Levin opened her law office\, So. Cal. Realty Law\, APC\, in September 2011.  Prior to creating her own law firm\, Ms. Welsh worked for many years at the Law Offices of Michael Spilger\, an exclusive real estate law firm. Before that\, she worked for Federal Multi- District Litigation and class action attorneys at Buchanan Ingersoll\, LLP\, in the San Diego office\, and worked in the telecommunications department of the Pittsburgh office of Buchanan Ingersoll\, PC. \nAdditional Information about our speaker: \nMs. Welsh served an internship with the Federal Communications Commission in Washington\, DC\, where she learned about administrative and communications law\, while soaking in the political environment of our nation’s capital. \nShe holds the degree of Juris Doctor from California Western School of Law in San Diego\, California. She graduated magna cum laude from the University of Pittsburgh\, earning a Bachelor of Arts degree in Anthropology and Jazz Music. \nShe worked as a professional jazz and pop musician\, and taught private saxophone lessons for many years. She was encouraged by her music teacher\, Dr. Nathan Davis\, Ph.D.\, to pursue a career in law after observing her leadership capabilities which she exhibited in the Pitt Jazz Ensemble. She graduated with honors from North Allegheny Senior High School in Pittsburgh\, Pennsylvania. \n  \nContact Information:\nSo. Cal. Realty Law\, APC\n10601-G Tierrasanta Blvd.  #365\nSan Diego\, CA  92124 \nTel:  619-232-7325\nFax: 844-525-4438 \nEmail:  swelsh@socalrealtylaw.com
URL:https://lajollabarassociation.com/events/april-29th-2021-mcle-luncheon-via-zoom-shanna-e-welsh-levin/
CATEGORIES:M.C.L.E.,Zoom Video Online
ATTACH;FMTTYPE=image/png:https://lajollabarassociation.com/wp-content/uploads/2021/04/1618203814662blob.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20210408T120000
DTEND;TZID=America/Los_Angeles:20210408T130000
DTSTAMP:20260505T143821
CREATED:20210323T155346Z
LAST-MODIFIED:20240328T000453Z
UID:5105-1617883200-1617886800@lajollabarassociation.com
SUMMARY:April 8\, 2021 MCLE Luncheon via Zoom — Roger J. Brown\, PhD
DESCRIPTION:Please calendar our next MCLE lunchtime program— \nThursday\, April 8th at 12:00 pm\nZoom meeting \nWe are very pleased to welcome Roger J. Brown\, PhD.\, as our speaker for April’s MCLE luncheon. Dr. Brown will be presenting  “The Algorithms are Coming!!! How Mathematics and the Law are Changing Together\,” in which he will discuss how our society and the practice of law is now and will continue to be impacted by digitization.  We will peer into the Nuts and Bolts of the Information Age.  Additional supplementary material will be provided regarding real property partition actions; title insurance situations; and land use policies and real property development. Dr. Brown will also suggest how attorneys can adapt to these changes\, and he will introduce us to the computational challenges affecting our everyday lives from the mundane to the interference in elections by offshore interests.\n \nThe program will provide 1.0 hour MCLE credit.\nWe hope that all of you will attend this informative continuing education program. \n  \n\nSome Information about our speaker\, Roger J. Brown\, PhD.: \nRoger J. Brown is a private consultant with more than 40 years experience specializing in solving complex real estate problems. He is the founder of mathestate\, a proprietary set of data-driven mathematical analysis tools designed to analyze investments using real data and custom formulas.\nPrior to creating mathestate\, he developed a wide range of expertise in the areas of: Negotiating investment real estate sales; Tax Deferred exchanges and leasing; Originating and servicing mortgage loans; and Fiduciary responsibilities of general partners. \nDr. Brown has served as an Expert witness in civil litigation matters\, and has written and taught in the fields of real estate investment\, finance\, appraisal\, taxation\, analysis and management. He has been the General Manager of one of the oldest investment firms in San Diego\, where he exercised supervisory oversight of 100 employees engaged in all aspects of finance\, legal\, accounting and administration of investment portfolios \nFrom 2001-2005 Dr. Brown was the Director of Research for the Real Estate and Land Use Institute at San Diego State University. He is presently an Executive Scholar at the Burnham-Moores Center for Real Estate\, University of San Diego. \n  \nOther particulars about Dr. Brown’s professional background:\n \nEducation:\n \nThe Pennsylvania State University\nPh.D. in Business Administration\, 2000\nMajor field – Finance (concentration in Real Estate)\nMinor field – Economics\n \nSan Diego State University\nMBA – Major field – Finance\, 1994\nBA – Major field – Speech Arts and Marketing\, 1970\n \nREALTORS National Marketing Institute\n1979 Designated CCIM (Certified Commercial-Investment Member)\n \nPublications:\n \n“Evaluating Future Input Assumption Risk”\nAppraisal Journal – April\, 1998\n \n“Zijn onroerend goed aandelen onroerend goed of aandelen?”\n(Are REITs Stocks or Real Estate? A Review of the Issues)\nVOGON Journal (The Netherlands) – January 1997\n \n“The Emerging Fourth Wave of Aesthetic Regulation: Beauty Is in the Pocketbooks of the Beholder”\nwith Jeffery M. Sharp\, Proceedings of the Academy of Legal Studies in Business\, Quebec City\, 1996\n \n“America Becoming ‘The Beautiful’ Again: Examining a Century of Aesthetic Regulation”\nwith Jeffery M. Sharp\, National Proceedings of the Academy of Legal Studies in Business\, San Diego\, 1998\n \n“Intracity Geographic Diversification of Real Estate Portfolios: Preliminary Evidence from Hong Kong”\nwith Ling Hin Li and Kenneth Lusht\, The Journal of Real Estate Portfolio Management\, April/June\, 2000\n \n“Risk and Private Real Estate Investment”;\nThe Journal of Real Estate Portfolio Management\, May-August\, 2004.\n \n“Private Investor Holding Period”\n(with T. G. Geurts)\, The Journal of Real Estate Portfolio Management\, May-August\, 2005.\n \n“The Labor Component of Private Investor Real Estate Returns”\, The Journal of Real Estate Portfolio Management\, V. 11\, No. 3\, September-December\, 2005\n \n“Senior Housing: An Inter-Generational Solution” (with Y. Zhang)\, Journal of Housing for the Elderly\, V. 20\, p. 75-96\n \n“Sins of the IRR”\, The Journal of Real Estate Portfolio Management\, V. 12\, No. 2\, May-August\, 2006\n \n“Optimization of Residential Property Management” (with B. Klingenberg)\, Property Management\, V. 24\, No. 4\, 2006\n \n“Real Estate Bubbles: A New Analysis Based on the Lender-Borrower Relationship.” (with B. Klingenberg)\, Real Estate Issues\, V. 31\, No. 2\, Fall\, 2006\n \n“Rent Control Revisited: Effects on Property Management” (with B. Klingenberg)\, Property Management\, V. 26\, No. 1\, 2008\n \n“Thanks\, Louis\, You Were Right!!  100 Years of Heavy Tails – The Hypothesis That Won’t Go Away” Real Estate Review\, V. 38\, No. 2\, 2009\n \n“Location\, Location\, Distribution” Real Estate Review\, Vol 39\, No. 4\, Winter\, 2010\n \n“Coherent Risk Measures in Real Estate Investment” (with M. Young)\, Journal of Property Investment & Finance\, V. 29\, No. 4/5\, 2011. Chosen as a Highly Commended Award Winner at the Literati Network Awards for Excellence 2012.\n \n“The Developer’s Dilemma”\, Real Estate Review\, V. 40\, No. 2\, Summer 2011.\n \n“Real Estate Return Distributions Using Maximum Likelihood Estimation (MLE): New Technology\, New Results” (with M. Young)\, In Press\, The Journal of Real Estate Portfolio Management\, V. 18\, No. 1\, January – April 2012.\n \n“The Net Lease Anomaly” Real Estate Review\, Vol 41\, No. 3\,  Fall\, 2012 p. 5-19\n \n“The Relationship of Operational Innovation and Financial Performance – a Critical Perspective” (with B. Klingenberg\, R. Timberlake and T. G. Geurts)\, The International Journal of Production Economics\, V. 142\, No. 2\, April 2013\, p. 317-323.\n \n“The Ugly Truth about Truth-in-Lending”\, Real Estate Finance Journal\, Spring\, 2013\, Vol 28\, No. 4.\n \nPublished numerous times in: San Diego Union/Tribune\, San Diego Daily Transcript\, and the San Diego Business Journal\nConference Presentations:\n \n“Intracity Geographic Diversification of Real Estate Portfolios: Preliminary Evidence from Hong Kong”\nAsian Real Estate Society Conference\, Hong Kong\, 1997\n \n“Tier II Real Estate” American Real Estate and Urban Economics Association 2001\nInternational Real Estate Conference\, Cancun\, 2001\n \n“Risk and Private Real Estate Investments”\n19th Annual American Real Estate Society Meeting\, Monterey\, CA 2003\nWinner: Manuscript prize in category of Innovative Thinking sponsored by the Homer Hoyt Advanced Studies Institute\n \n“Multi-Family Investor Tenure Choice”\n(with T. G. Geurts)\, 19th Annual American Real Estate Society Meeting\, Monterey\, CA 2003\nWinner: Manuscript prize in the Apartment category sponsored by the National Multi-Housing Council\n \nTextbook:\n \nPrivate Real Estate Investment: Data Analysis and Decison Making\nSecond Edition – 2012\n \nAwards and Scholarships:\n \nReal Estate Research Institute\, 1999 Dissertation Research Grant\n1999-2000 Ossian R. MacKenzie Doctoral Teaching Award
URL:https://lajollabarassociation.com/events/april-2021-mcle-luncheon-via-zoom-roger-j-brown-phd/
LOCATION:Zoom Only
CATEGORIES:Lunch,M.C.L.E.,Zoom Video Online
ATTACH;FMTTYPE=image/jpeg:https://lajollabarassociation.com/wp-content/uploads/2021/03/RogerBrown.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20210301T080000
DTEND;TZID=America/Los_Angeles:20210301T170000
DTSTAMP:20260505T143821
CREATED:20210302T004123Z
LAST-MODIFIED:20240328T000702Z
UID:5077-1614585600-1614618000@lajollabarassociation.com
SUMMARY:March 2021 MCLE Luncheon via Zoom — Catherine M. Swafford\, Jeremiah Moffit and Matthew R. Owens
DESCRIPTION:Please calendar our next MCLE lunchtime program for Thursday\, March 11th at 12:00 p.m.\, via Zoom Meeting. We are pleased to announce that our March speakers will be Catherine M. Swafford\,  Jeremiah Moffit\, and Matthew R. Owens\, all partners with Withers Bergman\, LLP  (withersworldwide)\,  presenting  “Estate Planning\, Trust\, and Probate Law: 2020 Year in Review.”  \nWe are particularly pleased that one of the speakers\, Ms. Swafford\, is a La Jolla Bar Association member. \nThis is certain to be an interesting and informative program\, with all of the speakers possessing extensive litigation experience in the subject areas of their presentation.  \nThis program will provide 1.0 hr MCLE general participatory credit for attendees. \n  \n\nInformation about our Speakers:\n  \nCatherine M. Swafford \nCatherine (“Katie”) Swafford is a partner in the trust\, estate and inheritance disputes team at withersworldwide\, where she practices exclusively in trust\, estate\, conservatorship\, elder abuse and fiduciary litigation. Her practice includes representing clients in will and trust contests\, elder abuse actions\, breach of fiduciary duty and accounting cases\, conservatorships\, intestacy and heirship disputes\, contract to make a will disputes\, creditor claim disputes and related litigation and administration matters brought under the California Probate Code. Catherine has extensive experience litigating cases from their initial stages\, through their final stages of mediations\, trial\, and post-judgment activities. \nCatherine’s clients include beneficiaries\, heirs\, fiduciaries\, charities\, creditors and related clients in Probate and Civil Court\, state wide throughout California. Catherine has developed special expertise in probate disputes involving issues of foreign law and international beneficiaries\, and has represented clients in cross-border probate matters involving  jurisdictions such as Mexico\, Switzerland\, Russia\, China\, Hong Kong\, British Virgin Islands and Hungary. She also  advises clients of foreign residence with beneficial interests in California. \nActively involved in the legal community\, Catherine serves on the Board of Directors of the Probate Attorneys of San Diego (PASD)\, where she is the incoming chair of the Education Committee. She serves on the Board of Directors of the Estate Planning Council of San Diego\, where she is Secretary. She also serves as court-appointed counsel for the San Diego Probate Court. Catherine is a frequent speaker in the community on a wide range of topics\, and is a contributing author of numerous publications\, including CEB Practitioner™ attorney-drafted templates\, the Litigation Alert in the California Trusts & Estates Quarterly\, the California Decedent Estate Practice Guide\, the California Civil Practice – Probate & Trust Proceedings Practice Guide and the California Code of Probate Forms book. \nWhile devoted to her law practice\, Catherine is the proud mother of 4 young children. She takes great pride in being able to contribute to the community both as an attorney and as a mother. \n  \nJeremiah (Jeremy) Moffit \nJeremy Moffit is a partner in the trust and estate litigation team at withersworldwide\, and is the Office Managing Director of the San Diego office. \nJeremy focuses on trust\, estate\, conservatorship and fiduciary related litigation. He represents clients in litigation and administration matters\, including trust administrations\, probate administrations\, wills and trust contests\, accountings\, fiduciary representation\, creditor’s claims proceedings\, conservatorships\, and elder abuse matters. \nJeremy’s clients include private clients\, fiduciaries\, charities\, and their related trusts and entities. He has served as the lead attorney on hundreds of contested matters in Probate Court\, including trust disputes and contests\, administration issues\, conservatorships\, fiduciary duty compliance\, accountings\, elder abuse\, tax issues\, appeals\, and attorney malpractice in the trust and estates field. Jeremy has tried several cases to the Superior Court in California and via private arbitration. \nJeremy speaks and writes regularly on trust and estate topics and is a board member and education committee chairperson for the Probate Attorneys of San Diego as well as a fellow of the American College of Trust and Estate Counsel (ACTEC). Through his experience\, his service as a court appointed counsel\, and by serving the Court and the bar in various leadership roles and speaking engagements\, Jeremy has built a reputation for effective but ethical advocacy amongst the Probate Court and his colleagues who practice there. \nJeremy has been named a San Diego Magazine ‘Top Lawyer\,’ Super Lawyer\, a Super Lawyers Rising Star\, a San Diego Daily Transcript ‘Top Young Attorney’ two times and holds an Martindale-Hubbell® AV Rating. He is named “Lawyer of the Year” by Best Lawyers in 2021 for Trust and Estates Litigation. \n  \nMatthew R. Owens \nMatthew (Matt) Owens is a partner in the trust and estate litigation team at withersworldwide\, where his practice  focuses on trust\, estate\, and inheritance disputes.  \nMatt has prosecuted and defended a wide range of matters in probate court\, including trust contests\, elder abuse actions\, accountings\, contested conservatorships and claims involving breach of &duciary duty.  His clients include high net worth individuals and families\, corporate trustees\, and private professional fiduciaries\, and Matt has successfully handled numerous trials and arbitrations of trust and estate disputes\, and appellate matters  (i.e.\,  Funsten v. Wells Fargo Bank\, N.A. (2016) 2 Cal.App.5th 959).    \nMatt is a certified specialist in estate planning\, trust\, and probate law by the State Bar of California Board of Legal Specialization\, and he frequently speaks and writes on trust and estate litigation topics.  He is a member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM)\, and serves as Chair of the Executive Committee of the San Diego County Bar Association’s Estate Planning\, Trust\, and Probate Law Section.  Recognized as a Best Lawyers “Ones to Watch”for 2021\, Matt  has been a Super Lawyers Rising Star each year since 2013\, and has been on Legal Week’s Private Client”Ones to Watch”list each year since 2017.
URL:https://lajollabarassociation.com/events/march-2021-mcle-luncheon-via-zoom-catherine-m-swafford-jeremiah-moffit-and-matthew-r-owens/
LOCATION:Zoom Only
CATEGORIES:M.C.L.E.,Zoom Video Online
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20210211T120000
DTEND;TZID=America/Los_Angeles:20210211T130000
DTSTAMP:20260505T143821
CREATED:20210129T223135Z
LAST-MODIFIED:20240328T000544Z
UID:5009-1613044800-1613048400@lajollabarassociation.com
SUMMARY:February 2021 MCLE Luncheon via Zoom — Devin Burstein
DESCRIPTION:Our next MCLE lunchtime program will be Thursday\, February 11th at 12:00 pm\, via Zoom Meeting. We are very pleased to have Devin Burstein\, as our speaker for this lunchtime event.  \n  \nDevin Burstein\, partner at Warren & Burstein\, is our speaker for February\, presenting: “A Glimmer of Hope: Federal Compassionate Release and the Pandemic”. \nIn this presentation Mr. Burstein will address the intersection of the pandemic and federal compassionate release\, providing an overview of the process involved in seeking relief; practice tips; and will discuss what is really going on in federal prisons in terms of COVID-19.  \nMr. Burstein has provided our members with excellent past presentations\, and you will not want to miss this topical and interesting program on February 11th. \nPlease mark you calendars for this 1.0 hr MCLE general participatory credit for attendees. \n  \n\nInformation about our Speaker\, Devin Burstein:\nMr. Burstein is the recipient of the San Diego Criminal Defense Bar Association’s award for appellate attorney of the year.  Licensed to practice in both California and New York\, his work focuses on criminal defense\, with a particular emphasis on appellate representation. He also maintains a select\, civil-litigation practice\, and is frequently retained by other attorneys seeking assistance with complex appeals and pre-trial motions.  He has amassed a lengthy record of victories in the trial court and on appeal. \nMr. Burstein graduated with honors from NYU\, where he majored in philosophy. He attended the Benjamin N. Cardozo School of Law\, graduating Order of the Coif (top 10% of his class). He began practicing at the global law firm Proskauer Rose LLP.  \nAt Proskauer\, Mr. Burstein focused on white-collar defense and civil litigation. He helped successfully defend a professional sports franchise owner in a major international arbitration and a boxer against an attempt to seize his position as mandatory challenger for the heavyweight championship of the world. In addition\, Mr. Burstein developed expertise in reinsurance – including representing several executives during corporate and government investigations. He also represented (pro bono) juvenile delinquents in appealing their delinquency adjudications\, and was a core member of the legal team seeking a posthumous presidential pardon for Jack Johnson\, the first African-American Heavyweight Champion. \nMr. Burstein left Proskauer to serve as a judicial clerk for the Honorable Judith S. Kaye\, then Chief Judge of the New York Court of Appeals (New York’s highest court). Viewing cases from the Judge’s perspective\, Mr. Burstein gained invaluable insight into the most effective way to present an argument. He helped draft judicial decisions on a diverse array of criminal and civil issues\, giving him an uncommonly broad range of experience. \nWith California calling\, Mr. Burstein moved from New York to join the nationally renowned Federal Defender office in San Diego. He started as a trial attorney\, representing clients in well over a hundred felony cases. He then transferred to the appellate department\, where he continued defending his clients in the Ninth Circuit Court of Appeals. In addition\, he represented indefinite immigration detainees seeking release from custody\, and assisted inmates challenging their convictions through habeas corpus in federal court. \nMr. Burstein left Federal Defenders to form Warren & Burstein.  The firm began with a simple purpose: to bring dedication\, diligence\, and determination to every case.  Mr. Burstein is firmly committed to that purpose. As a result\, his clients benefit from the highest level of representation.  \nMr. Burstein has been recognized by the Legal Aid Society for outstanding legal services\, and has published numerous articles\, including: \n\nSamuel Seabury\, The Judges of the Court of Appeals (Rosenblatt\, ed.)\, Fordham Univ. Press (2007).\nBreed Specific Legislation: Unfair Prejudice and Ineffective Policy\, 10 ANIMAL L. 313 (2004).\nThe Muhammad Ali Boxing Reform Act: Its Problems and Remedies\, Including the Possibility of a United States Boxing Administration\, 21 CARDOZO ARTS & ENT. L.J. 433 (2003).\nControl of Defense and Litigation Guidelines\, 16-11 MEALEY’S LIT. REP. INS. BAD FAITH 12 (2002).\n\nMr. Burstein lives with his wife and children in La Jolla\, California.  \nHe can be reached directly at db@wabulaw.com \n 
URL:https://lajollabarassociation.com/events/february-2021-mcle-luncheon-via-zoom-devin-burstein/
LOCATION:Zoom Only
CATEGORIES:Lunch,M.C.L.E.,Zoom Video Online
ATTACH;FMTTYPE=image/jpeg:https://lajollabarassociation.com/wp-content/uploads/2021/01/DevinBurstein.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20201230T080000
DTEND;TZID=America/Los_Angeles:20201230T170000
DTSTAMP:20260505T143821
CREATED:20201231T031212Z
LAST-MODIFIED:20240328T000613Z
UID:4870-1609315200-1609347600@lajollabarassociation.com
SUMMARY:January 2021 MCLE Luncheon via Zoom — Irean Zhang and Steven K. Berenson
DESCRIPTION:Our next MCLE lunchtime program will be on Thursday\, January 14\, 2021\, at 12:00 pm\,\nvia Zoom Meeting.\nWe are very pleased to have Klinedinst\, P.C. attorneys\, Irean Zhang and Steven K. Berenson\, as our speakers for this lunchtime event.  \n  \nMs. Zhang and Mr. Berenson will present “Hot Topics in Legal Ethics – Looking Back at 2020 and Forward to 2021” including such topics as:  \n\nDigital Competence and California Rules of Professional Conduct Rule 1.1\, and the ethical implications of being or not being informed about developments relating to legal technology; \nReciprocal referral arrangements vis-à-vis the California Court of Appeal opinion in Jackson v. Legalmatch.com (2020) 42 Cal.App.5th 760\, and its significant impediments on the ability of reciprocal referral organizations to include lawyers in their arrangements\, the ensuing legal drama which followed the decision\, and its implications for the future;\nImpaired Lawyers and the California Bar’s Committee on Professional Responsibility and Conduct (COPRAC) Proposed Formal Opinion 14-0001\, relative to attorneys’ ethical obligations when confronted with an impaired colleague; and \n“Moonlighting” as lawyers move into the “gig economy\,”  and the significant ethical implications attaching to lawyers who perform work for multiple employers.\n\n  \nOur association’s members have benefited from several past ethics presentations given by lawyers from the Klinedinst\, P.C. firm\, and we anticipate that this January ethics presentation will be both excellent and topical. \nThe program will provide attendees 1.0 hr MCLE credit for “ETHICS”.    \n  \n\nInformation about our Speakers\,  Irean L. Zhang and Steven K. Berenson:\n  \nIrean Zhang is an attorney in the San Diego office of Klinedinst PC. Ms. Zhang’s practice focuses on professional liability defense\, especially in the area of legal malpractice. Prior to joining Klinedinst\, Ms. Zhang practiced business litigation\, with an emphasis in real estate litigation. \nMs. Zhang earned her Juris Doctor degree from the University of San Diego School of Law and her Bachelor of Arts from the University of California\, San Diego. In law school\, Ms. Zhang was the Managing Editor of the San Diego Journal of Climate and Energy Law and represented the University of San Diego in international moot court competitions in Hong Kong and Vienna. Ms. Zhang also externed for the Honorable Barbara L. Major and the Honorable Jill L. Burkhardt of the Southern District of California. \nMs. Zhang is a first generation Chinese-American and is fluent in Mandarin Chinese. She is a member of the State Bar of California\, San Diego County Bar Association\, the Federal Bar Association – San Diego Chapter\, the Lawyers Club of San Diego\, and the American Inns of Court\, Louis M. Welsh Chapter. During her free time\, Ms. Zhang enjoys snowboarding\, Pilates\, and hiking the beautiful Pacific coast with her dogs. \n  \n  \nSteven K. Berenson is a Professional Liability attorney with Klinedinst PC. He has represented individuals and government entities in state and federal courts in a wide range of matters such as legal ethics\, civil litigation\, and family law. \nIn addition to his work in private practice\, Mr. Berenson spent two decades as a full-time law professor\, where he focused on family law\, legal ethics\, and veterans’ legal issues. He founded the Thomas Jefferson Veterans Legal Assistance Clinic\, which today provides pro bono legal representation to homeless veterans struggling with substance abuse issues. A prolific writer\, Mr. Berenson has published a textbook on judicial ethics\, as well as two textbooks on family law. He has also written over 25 law review articles on a wide range of subjects. He regularly speaks on a variety of cutting-edge legal topics within the legal and business communities. \nMr. Berenson previously worked as an Assistant Attorney General in the office of the Massachusetts Attorney General. There\, he focused on civil governmental litigation and consumer protection enforcement. He argued cases at every level of both the state and federal court systems and was a counsel of record in numerous reported decisions including those from the Massachusetts Supreme Judicial Court\, the Massachusetts Appeals Court\, and the United States Court of Appeals for the First Circuit. \nMr. Berenson serves as a Pro Tem Judge in the Small Claims and Traffic Divisions of the San Diego Superior Court. He also serves as a volunteer fee dispute arbitrator for both the San Diego County and California Bar Associations’ voluntary fee dispute arbitration programs.  He is a member of the San Diego County Bar Association’s Legal Ethics Committee. \nHe has received both J.D. (magna cum laude) and LL.M. degrees from Harvard Law School\, and a B.A. degree from Franklin and Marshall College. As someone who loves a challenge\, he enjoys hiking\, biking and running. He has completed more than 20 marathons and half-marathons over the past decade. He is also a drummer in a local band\, The Innocent Bystanders. \n  \n 
URL:https://lajollabarassociation.com/events/january-2021-mcle-luncheon-via-zoom-irean-zhang-and-steven-k-berenson/
LOCATION:Zoom Only
CATEGORIES:M.C.L.E.,Zoom Video Online
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20201112T020000
DTEND;TZID=America/Los_Angeles:20201112T020000
DTSTAMP:20260505T143821
CREATED:20201103T042816Z
LAST-MODIFIED:20240328T000748Z
UID:4773-1605146400-1605146400@lajollabarassociation.com
SUMMARY:November 2020 MCLE Luncheon via Zoom — David C. Carr presenting "You Say You Want a Revolution? Non-Attorney Ownership of Law Firms"
DESCRIPTION:Our next MCLE lunchtime program will be on Thursday\, November 12\, 2020\, at 12:00 pm\, via Zoom Meeting. \nWe are very pleased to have ethics attorney David C. Carr as our speaker for this lunch meeting.  Mr. Carr will present “You Say You Want a Revolution? Non-Attorney Ownership of Law Firms\,” in which he will cover topics:  \n–    Traditional Restrictions on Non-Attorney Ownership \n–    California Model Rule 5.4 \n–    ATILS Proposed Changes to the California Rule \n–    Arizona and Utah Recently Adopted Rules \n–    What does the future hold? \nMr. Carr’s past presentations to our members have been excellent and informative\, and very well-received.  This upcoming program should be of interest to all.   \nThe program will provide attendees 1.0 hr MCLE credit for “ETHICS”.    \n  \nInformation about our Speaker\, David C. Carr: \nDavid C. Carr\, an attorney in private practice in San Diego\, California\, specializes in ethics advice to lawyers\, California State Bar discipline defense\, and attorney licensing. \nMr. Carr is a 1986 graduate of Loyola Law School in Los Angeles. Following several years of practice in commercial law and business litigation\, Mr. Carr joined the State Bar of California as a staff attorney in 1989\, where he served as a staff attorney\, a discipline prosecutor and a manager in discipline enforcement office before returning to private practice in 2001. He  is a member of the San Diego County Bar Association\, where he is active on the Legal Ethics Committee. He is a member of the Association of Professional Responsibility Lawyers (APRL)\, the ABA Center for Professional Responsibility\, and the Association of Discipline Defense Counsel (ADDC)\, where he served as president from 2008 through 2011. He is also a member of  the State Bar’s Standing Committee on Professional Responsibility and Conduct (COPRAC) for the 2018-2021 term.  Mr. Carr is an adjunct faculty member at Thomas Jefferson School of Law\, where he teaches professional responsibility. \nOur Speaker’s contact information:\nLaw Office of David C. Carr \n5694 Mission Center Road 602-854 \nSan Diego\, California 92108 \n(619) 696-0526 \ndccarr@ethics-lawyer.com \nwww.ethics-lawyer.com \nethicslawyer.blog
URL:https://lajollabarassociation.com/events/november-2020-mcle-luncheon-via-zoom-david-c-carr-presenting-you-say-you-want-a-revolution-non-attorney-ownership-of-law-firms/
LOCATION:Zoom Only
CATEGORIES:M.C.L.E.,Zoom Video Online
ATTACH;FMTTYPE=image/png:https://lajollabarassociation.com/wp-content/uploads/2020/11/1604335651979.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200929T080000
DTEND;TZID=America/Los_Angeles:20200929T170000
DTSTAMP:20260505T143821
CREATED:20200929T204303Z
LAST-MODIFIED:20240331T012734Z
UID:4750-1601366400-1601398800@lajollabarassociation.com
SUMMARY:October 2020 MCLE Luncheon via Zoom — Melissa L. Smith presenting "The Valuation and Appraisal of Wine Collections"
DESCRIPTION:Please calendar our next MCLE lunchtime program for Thursday\, October 8\, 2020 at 12:00 p.m. via Zoom meeting. \nWe are pleased to have Melissa L. Smith\, certified sommelier and founder of Enotrias Elite Sommelier Services\, as our speaker.   Ms. Smith  will present “The Valuation and Appraisal of Wine Collections\,” in which she will cover a wide range of topics\, including: the different kinds of wine collections and goals of wine collectors; storage\, purchasing and provenance of wines; valuation/appraisal of wine collections for sale transactions and other purpose\, including what adds to and takes away from the value of certain bottles;  counterfeit issues relative to wine collections;  insurance of wine collections; and division and distribution of property involving wine collections\, in marriage dissolution and estate administration proceedings. \nPlease mark you calendars for this event\, which will provide 1.0 hr MCLE general participatory credit for attendees. \n  \nInformation about our Speaker: \nMelissa L. Smith is the founder of Enotrias Elite Sommelier Services\, which manages wine collections\, and assigns valuations for insurance and legal purposes including divisionand distribution  of property in cases pertaining to  Family Law\, Trusts\, and Estates.\, and sales transactions.   Ms. Smith also offers brokerage services for sales of collections. \nMs. Smith is a certified sommelier through The Court of Master sommeliers\, WSET\, and the Sake Education Council\,  All appraisals undertaken by Ms. Smith are USPAP (Uniform Standards of Professional Appraisal Practice) compliant through the Appraisers Association of America.  \nMs. Smith started Enotrias in 2014 while she was Head Sommelier for K&L Wine Merchants.   She found an affinity with the painstaking process of taking inventories  and determining valuation of wine collections\, and decided to  expand upon her interest and expertise in this specialized segment of the wine industry.         \nMelissa’s interest has led to her being engaged by attorneys in court cases involving inventory and valuation issues\, and to her teaching of continuing education courses on the Valuation of Wine Collections\, including a MCLE-certified course with the California State Bar Association; too business groups at Bay Area Country Clubs;  and to private groups of attorneys throughout the California wine county region. \n  \nThe Valuation and Appraisal of Wine Collections\nMelissa L. Smith\, CS — Founder of Enotrias \n1. Introduction to Primer on The Valuation and Appraisal of Wine Collections \na. Melissa Smith / Enotrias introduction\, background\, and qualifications \n2. Wine Collecting: Determining your client’s why and how for final outcomes \na. Why someone collects wine \nb. Ways in which someone collects and stores wine \nc. How do they purchase and track the wine collection \n3. Storage and Contents \na. In home versus offsite \nb. Types of wine collections: Ideal\, Tasting\, Instant gratification\, Investment \n4. Where and How a Cellar is Filled \na. Provenance \nb. Reputable Retailer/Auction House/Winery Direct \nc. Gift \nd. Other Considerations \n5. Organization \na. Inventory \nb. Insurance \nc. Maintenance \n6. Why a Professional Wine Cellar Inventory is Necessary and Who Requires it \na. Experienced\, Ethical\, Respected\, and Connected Certified Sommelier \nb. USPAP Compliant \n7. Comparisons and Examples \na. Label Nuances \nb. Producer vs Negociant \nc. Bottle Condition \n8. How a Wine is Assigned a Value \na. Domaine \nb. Vintage \nc. Provenance \nd. Condition \ne. Extras \nf. Market Value \n9. Why a Wine Could Have No Value \na. Past their prime \nb. No market value \nc. Custom Label \nd. Stored Improperly/Damaged \ne. Counterfeit \n10. How to Handle a Collection That Has Been Assigned A Value \na. Division of Property \nb. Cash Buy Out \nc. Liquidating the Collection \n11. Case Studies \n12. Questions \n  \nTo download this agenda in PDF format\, click here. \n 
URL:https://lajollabarassociation.com/events/october-2020-mcle-luncheon-via-zoom-melissa-l-smith-presenting-the-valuation-and-appraisal-of-wine-collections/
LOCATION:Zoom Only
CATEGORIES:M.C.L.E.,Zoom Video Online
ATTACH;FMTTYPE=image/jpeg:https://lajollabarassociation.com/wp-content/uploads/2020/09/MelissaLSmith.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200910T120000
DTEND;TZID=America/Los_Angeles:20200910T120000
DTSTAMP:20260505T143821
CREATED:20200831T195955Z
LAST-MODIFIED:20240331T012800Z
UID:4700-1599739200-1599739200@lajollabarassociation.com
SUMMARY:September 2020 MCLE Luncheon via Zoom — Gabe P. Wright\, "Negotiation Skills For Lawyers: Insights\, Techniques\, and Effective Use"
DESCRIPTION:Please calendar our next MCLE “lunchtime” program:\n \nSeptember 10th at 12:00 pm\nvia Zoom Meeting\nWe are very pleased to have attorney GABE P. WRIGHT\, Partner at Hahn Loeser & Parks LLP\, as our speaker for September\, presenting “NEGOTIATION SKILLS FOR LAWYERS: INSIGHTS\, TECHNIQUES\, AND EFFECTIVE USE.”    \nIn this program\, Mr. Wright will cover such topics as how to identify the personality type of the lawyer with whom you are negotiating; 12 tactics that can be used by attorneys to achieve better results in negotiations; and how these negotiation skills may be used in\, and be impacted by\, the current pandemic environment where mediations\, depositions\, and other communications are taking place online instead of “in person\, face to face.”  \nPlease mark you calendars for this event\, which will provide 1.0 hr MCLE general participatory credit for attendees.\nInformation for accessing this Zoom Meeting has been provided via email. \n  \n\n\nInformation about our speaker: \nGabe P. Wright is a Partner at Hahn Loeser & Parks LLP\, where he serves as Co-Chair of its San Diego Litigation Practice Group and its National Diversity and Inclusion Committee.  \nAt Hahn Loeser\, Mr. Wright focuses his litigation and trial practice on complex business\, commercial and insurance issues\, real estate matters\, professional liability issues\, and class action litigation involving consumer and commercial high stakes matters. His experience involves representation of clients in both state and federal court throughout California and across the United States. \nSee:  more detailed information about our speaker at:  \nGabe P. Wright | Litigation Attorney | Hahn Loeser \n  \n 
URL:https://lajollabarassociation.com/events/september-2020-mcle-luncheon-via-zoom-gabe-p-wright-negotiation-skills-for-lawyers-insights-techniques-and-effective-use/
LOCATION:Zoom Only
CATEGORIES:M.C.L.E.,Zoom Video Online
ATTACH;FMTTYPE=image/jpeg:https://lajollabarassociation.com/wp-content/uploads/2020/08/GabePWright.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200629T080000
DTEND;TZID=America/Los_Angeles:20200629T170000
DTSTAMP:20260505T143821
CREATED:20200629T200022Z
LAST-MODIFIED:20240328T000640Z
UID:4654-1593417600-1593450000@lajollabarassociation.com
SUMMARY:July 2020 MCLE Luncheon via Zoom — Tara R. Burd & Kimberly Swierenga\, presenting: “The Challenges of Aging: Elder Abuse and Preventative Estate Planning“
DESCRIPTION:Please calendar our next MCLE “lunchtime” program for Thursday July 9th at 12:00 noon\, via Zoom meeting.  \nWe are very pleased to have attorneys Tara R. Burd & Kimberly Swierenga as our speakers for July\, giving  joint presentation of “The Challenges of Aging: Elder Abuse and Preventative Estate Planning.”    \nNearly every person suffers some level of cognitive decline or impairment eventually. For most individuals\, the process is gradual and there is a rarely a bright line to alarm friends or family that some guidance or oversight may be necessary for their loved one. This presentation will address common forms of financial elder abuse\, and ways in which comprehensive estate planning can help to prevent it. \nWe are fortunate to have these respected professionals sharing their collective experience with our members on this important subject.   \nPlease mark you calendars for this event\, which will provide 1.0 hr MCLE general participatory credit for attendees. \n  \n\n\nInformation about our speakers:\n  \nInformation for Ms. Burd: \nTara R. Burd litigates probate and trust disputes\, and handles estate administrations and estate planning. Her background pursuing and defense diverse\, multi-forum civil litigation in the areas of business disputes\, real property law\, personal injury\, and federal civil rights actions makes her uniquely adept at handling the complexities that are often entangled with human loss. \nPassionate in trying to avoid problems before they require court intervention\, Ms. Burd crafts strategies for clients to reduce or eliminate the risk of litigation through creative and proactive solutions. She is a prolific writer on these complex topics and regularly speaks to groups and organizations. \nMs. Burd is active in the community as the Co-Chair of the Real Property Law Section of the California Lawyers Association (CLA).  In 2018\, she was appointed to serve on The State Bar of California’s Access Through Innovation of Legal Services (ATILS) Task Force\, which is tasked with reevaluating rule and laws applicable to the practice of law for the purpose of increasing access to justice through the use of technology and innovation.  Ms. Burd was awarded the Reisman Award by Clio in 2018\, recognized in San Diego Super Lawyers® in 2017-2020 for Estate and Trust Litigation\, a Finalist for the San Diego Business Journal’s Women Who Mean Business Award in 2015\, and is the recipient of the AV®-Preeminent™ peer review rating by Martindale-Hubbell.   \nTara R. Burd can be reached at 619-239-8131 and tburd@klinedinstlaw.com. \n  \nInformation for Ms. Swierenga: \nKimberly Swierenga Esq./MBA helps elders (65+ years) who have been financially exploited by predatory practices of businesses\, financial advisors\, insurance agents\, banks\, title companies\, escrow companies\, and others in the financial services industry and community. She is recognized for her litigation of elder financial abuse claims\, improper annuity and life insurance sales\, trust-mill schemes\, Veterans’ benefits scams\, Medicaid planning scams\, unfair/fraudulent business practices\, and consumer claims.  \nMs. Swierenga was awarded the Community Service of the Year Award (2019) by the SDCBA\, Consumer Advocate of the Year by Consumer Attorneys of San Diego (2016)\, Street-Fighter of the Year finalist by Consumer Attorneys of California (2015)\, Consumer Champion award by Consumer Federation of California (2015)\, Super Lawyer Rising Star (2015-2020)\, Top Attorney (2016-2020)\, and is a Gerry Spence Trial Lawyer’s College graduate (2011).  She also teaches Advanced Mediation at multiple law schools and sits on the board of directors for the San Diego County Bar Association and Consumer Attorneys of San Diego (2013-current)\, the previous chair of the Elder Law section of the San Diego County Bar Association and is a court-appointed mediator. She is licensed in California\, Washington D.C.\, and Minnesota. Ms. Swierenga is a frequent lecturer on a variety of elder law topics and would be delighted to speak in your community.  \nKimberly Swierenga can be reached at (619) 841-1540 and Kimberly@ElderFraudFighter.com \n  \n\n  \n \nThe La Jolla Bar Association invites you to a  Zoom meeting\nJuly 9\, 2020 at 12:00 noon Pacific time\n  \nPlease contact Bob Moldenhauer for the Zoom meeting details:\nrdmoldenhauer@sbcglobal.net \n  \n\n 
URL:https://lajollabarassociation.com/events/july-2020-mcle-luncheon-via-zoom-tara-r-burd-kimberly-swierenga-presenting-the-challenges-of-aging-elder-abuse-and-preventative-estate-planning/
LOCATION:Zoom Only
CATEGORIES:M.C.L.E.,Zoom Video Online
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200611T120000
DTEND;TZID=America/Los_Angeles:20200611T120000
DTSTAMP:20260505T143821
CREATED:20200601T195230Z
LAST-MODIFIED:20240328T000420Z
UID:4617-1591876800-1591876800@lajollabarassociation.com
SUMMARY:2020 MCLE Luncheon via Zoom — Ana M. Sambold\, presenting: “Online Mediation: What You Need to Know.“
DESCRIPTION:Please calendar our next MCLE “lunchtime” program for Thursday JUNE 11th at 12:00 noon\, via Zoom meeting.  \nWe are pleased to have Ana M. Sambold\, principal of Sambold Law\, Mediation & Arbitration\, as our June speaker\, presenting ‘Online Mediation: What You Need to Know.”\nMs. Sambold will provide a comprehensive summary of the practical and ethical issues to take into consideration when participating in online mediations. Specific tips and information on privacy\, confidentiality and more will be covered\, to ensure that advocates are well informed and comfortable with the online setting for mediation of disputes. \nMs. Sambold has extensive experience as an attorney\, mediator and arbitrator\, and is recognized for her expertise in Alternative Dispute Resolution (see detailed information about our speaker\, following zoom invitation below).    \nTimely and informative\, this program will provide 1.0 hour MCLE credit to participants. \n  \n\n  \nThe La Jolla Bar Association is inviting you to a  Zoom meeting scheduled on June 11\, 2020 at 12:00 noon Pacific time. \n  \n\n 
URL:https://lajollabarassociation.com/events/2020-mcle-luncheon-via-zoom-ana-m-sambold-presenting-online-mediation-what-you-need-to-know/
LOCATION:Zoom Only
CATEGORIES:M.C.L.E.,Zoom Video Online
ATTACH;FMTTYPE=image/png:https://lajollabarassociation.com/wp-content/uploads/2020/06/ANA-SAMBOLD.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200514T114500
DTEND;TZID=America/Los_Angeles:20200514T114500
DTSTAMP:20260505T143821
CREATED:20200429T194838Z
LAST-MODIFIED:20240328T000725Z
UID:4522-1589456700-1589456700@lajollabarassociation.com
SUMMARY:May 2020 MCLE Luncheon via Zoom — Edward P. Schlesier: "IRA Planning After the SECURE ACT"
DESCRIPTION:Please join us for our May MCLE lunchtime—via Zoom\nThursday\, May 14th at 12:00 noon\n\nAs this is the bar association’s initial effort at providing an online program\, we ask that you attempt to join the site at 11:45 am\, so any technical snags are cleared prior to the 12:00 start. \n  \n\n \nEdward P. Schlesier\,  Board Certified Specialist: Estates\, Trusts & Probate\, and partner with Blanchard\, Krasner & French\, A Professional Corporation\, will present:\n“IRA Planning After the SECURE ACT“\nThe SECURE ACT (the Setting Every Community Up for Retirement Enhancement Act of 2019)\, triggered significant changes to laws governing Individual Retirement Accounts (IRAs) and other retirement plans (e.g.\, 401(k) plans)\, which changes impact many aspects of retirement\, tax\, estate planning.  \nEd will discuss these changes\, including topics such as: retirement account contribution age limits;   Qualified Charitable Distributions – including QCDs limitations and constraints;  changes to age limits for taking required minimum distributions from an IRA\, and how this can differ from required distributions from ERISA plans.  \nAmong other topics\, Ed will also address the SECURE ACT’s accelerated time period for after death distributions from retirement accounts inherited by designated beneficiaries\, and how that period can differ depending upon the type of beneficiary.  ln general\, Ed will discuss several considerations and situations of how this Act’s provisions have altered retirement\, tax\, and estate planning. \nThis is certain to be an informative program\, and will provide 1.0 hour of MCLE credit to participants. \n  \n\n\n\n\nBKF Law is inviting you to a scheduled Zoom meeting.\n(note: The Zoom meeting will be hosted by our speaker’s firm BKF)\n \nTopic: La Jolla Bar Association: IRA Planning after the SECURE Act\nTime: May 14\, 2020 11:45 AM Pacific Time (US and Canada) \n\n\nJoin Zoom Meeting:\nJoin our Cloud HD Video Meeting now\n \nMeeting ID: 970 0777 4458    |     Password: 311177\n  \nDial by your location:\n+1 669 900 6833 US (San Jose)  /  +1 346 248 7799 US (Houston)  /  +1 312 626 6799 US (Chicago)\n+1 929 205 6099 US (New York)  /  +1 253 215 8782 US  /  +1 301 715 8592 US \nOr find your local number:  Video Conferencing\, Web Conferencing\, Webinars\, Screen Sharing \n  \n\n\nInformation about our speaker\, Edward P. Schlesier:\nEdward P. Schlesier\, Esq. is a director and shareholder of Blanchard\, Krasner & French\, where he is responsible for the firm’s trust and estate practice. Mr. Schlesier is a Board-Certified Specialist in Estate Planning\, Trust\, and Probate law; and other areas of his practice include business and real estate matters. \nRepresentative Services:  \n\nComplex estate and trust planning including revocable living trusts\, irrevocable life insurance trusts\, qualified personal residence trusts\, intentionally defective grantor trusts\, grantor retained annuity trusts\, charitable trusts\, asset protection trusts\, total return trusts\, generation-skipping trusts\, dynasty trusts\, incomplete gift non-grantor trusts\, private foundations\, family limited partnerships\, wills\, health care and legal incapacity planning\, and integrating retirement benefits into estate plans;\nBusiness\, corporate\, limited liability company and partnership matters including formation\, maintenance\, mergers & acquisitions\, dissolution\, owner agreements\, and reorganizations;\nComplex real estate transactions including purchase\, sale\, and financing transactions\, commercial leases\, tax-deferred exchanges\, and property tax assessment disputes.\n\nEducation\, Licenses & Memberships:\nMr. Schlesier is a Juris Doctor from the University of San Diego\, School of Law. Prior to becoming a Juris Doctor\, he graduated\, with honors\, from the University of San Diego with a Bachelors of Business Administration\, with emphasis in Finance. He is a Certified Specialist by the California Board of Legal Specialization in Trust\, Estate\, and Probate law. In addition to membership in the American Bar Association and San Diego County Bar Association\, he is a member and past-President of the La Jolla Bar Association. He holds a Certificate in Government Contract Management from San Diego State University\, passed the Certified Public Accountants exam\, and is a licensed California Real Estate Broker. Mr. Schlesier has been recognized as a TEP (Full Member) with the Society of Trust and Estate Practitioners\, is a Director on the Scripps Health Foundation Advisory Board\, Member of the University of San Diego School of Law Board of Visitors\, Member of the University of San Diego Real Estate Alumni Association\, Member of IR Global\, and Member of ProVisors. \nOther Professional Background information:\nPrior to his legal career\, Mr. Schlesier served eight years with an international engineering firm\, as a Senior Project Manager and Accounting Manager. He was also in the real estate and aerospace manufacturing industries with Fortune 100 companies. \nPublications and speaking Engagements:  \n\nSpeaker and Author: “Trust Taxation” section of “Wills and Trusts 101\,” National Business Institute;\nSpeaker: “Business Transactions – Trust and Estate Considerations\,” U.S. Bank – Wealth Management Conference;\nSpeaker: “Nevada Advantage\, Using Nevada Trusts” Whittier Trust;\nSpeaker and Author: “Advance Estate Planning Challenges for Second Marriages\,” Strafford;\nSpeaker: “Planning for Access to Digital Property\,” UBS Conference;\nSpeaker: “Ask the Experts: Disability Planning\,” Monarch Cottage;\nSpeaker and Author: “A-B Disclaimer Trusts\,” National Law Foundation;\nSpeaker: “Optimizing Basis Step-up and Leveraging A-B and QTIP Trusts\,” Strafford;\nSpeaker: “Tax Planning for Business Owners\,” Vistage Conference;\nSpeaker: “Estate Planning\,” USMC-JAG Professional Military Education Seminar;\nSpeaker: “Tax Planning for Business Owners\,” Merrill Lynch Conference;\nSpeaker: “Capacity: Effects on Estate Planning\,” Lifeline Seminar;\nSpeaker: “Wealth Maximization Through Tax and Estate Planning” La Jolla Probate;\nSpeaker: “The 2013 Fiscal Cliff: How Will It Affect Real Estate Owners and Realtors®” La Jolla Real Estate Roundtable; “Tis the Season for Giving: Making Your Gifts Wisely\,” La Jolla Light;\n\nRepresentative Transactions:  \n\nComplex estate plan for estate valued in excess of $150 million;\nComplex estate plan for corporate executive;\nTrust administration after death of settlor with assets in excess of $25 million;\nTrust dispute concerning assets in excess of $10 million;\nProbate of complex estate valued in excess of $3 million;\nGuardianship of complex estate for the benefit of a minor;\nTax analysis and consultation for sale of real property valued in excess of $120 million;\nCharitable Remainder Trust for founder’s shares pre-exit;\nProperty Tax Assessment dispute;\nInternal Revenue Service partnership tax return audit resulting in no change;\nInternal Revenue Service estate tax return audit resulting in no change;\nTax planning for inherited Individual Retirement Account;\nGrantor Retained Annuity Trust for stock in privately held corporation;\nCourt approved modification to an irrevocable trust;\nRepresentation of corporate trustee during litigation between beneficiaries of a trust;\nFormation of tax-exempt private foundation;\nAnalysis and planning concerning a Land Trust;\nAsset purchase of property management company;\nStock sale of construction company;\nStock purchase of insurance agency;\nStock sale of publishing company;\nShareholder Agreement for a San Diego construction company;\nFormation of limited liability company for syndicated real estate investment group;\nAdvised foreign client concerning purchase of U.S. real property;\nLease-Option for luxury residential real property;\nLicensing matters for various companies;\nPremarital Agreement for professional athlete; and\nGeneral counsel – finance\, publishing\, insurance\, real estate\, energy\, construction\, manufacturing\, and technology industries.\n\n 
URL:https://lajollabarassociation.com/events/may-2020-mcle-luncheon-via-zoom-edward-p-schlesier-ira-planning-after-the-secure-act/
LOCATION:Zoom Only
CATEGORIES:M.C.L.E.,Zoom Video Online
ATTACH;FMTTYPE=image/jpeg:https://lajollabarassociation.com/wp-content/uploads/2013/04/JLBA-Member-ESchlesier.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200505T170000
DTEND;TZID=America/Los_Angeles:20200505T180000
DTSTAMP:20260505T143821
CREATED:20200504T173241Z
LAST-MODIFIED:20240328T000515Z
UID:4589-1588698000-1588701600@lajollabarassociation.com
SUMMARY:Cinco de Mayo ONLINE happy hour
DESCRIPTION:  \nThe La Jolla Bar Association invites you to a Zoom Meeting!\n\nEvent:\nLJBA Zoom Cinco de Mayo Happy Hour\nTime:\nMay 5\, 2020 05:00 PM\nPacific Time (US and Canada)\n  \nJoin Zoom Meeting\nhttps://us02web.zoom.us/j/8584540945?pwd=ODhONVBpZW5Dbll6K2VaVFlXbmRFQT09\nMeeting ID: 858 454 0945\nPassword: POBox1831\n\n\nTelephone Users Only \nOne tap mobile: +16699009128\,\,8584540945#\,\,1#\,652862# \nor Dial:  +1 669 900 9128     \nMeeting ID: 858 454 0945\nPassword: 652862
URL:https://lajollabarassociation.com/events/cinco-de-mayo-online-happy-hour/
LOCATION:Zoom Only
CATEGORIES:Social Gathering,Zoom Video Online
ATTACH;FMTTYPE=image/png:https://lajollabarassociation.com/wp-content/uploads/2020/05/coctel-drink.png
END:VEVENT
END:VCALENDAR