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DTSTART;TZID=America/Los_Angeles:20260611T120000
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SUMMARY:June 2026 MCLE Luncheon with Alex Marjanovic
DESCRIPTION:Please calendar our next MCLE lunchtime program on Thursday\, June 11th at 12:00 pm\, at the Living Room Coffeehouse & Bistro\, 1205 Prospect Street in La Jolla. \nAlex Marjanovic\, Senior Managing Director\, ANKURA Management Consulting\, will join our June meeting to present “From Breach to Litigation: Comprehensive Legal Skills for Data Management\,” a comprehensive legal education program designed to provide participants with the knowledge and skills needed to effectively manage data processes\, and to navigate the regulatory and legal obligations that arise\, after a data breach. \nThe program will provide participants a framework by which they can efficiently transition from breach investigation to litigation or government investigation. Our speaker will addresses the various structures and complexities involved in managing legal data challenges following a cyber event\, the critical processes of data identification\, and the disclosure of Personally Identifiable Information (PII) during investigations. \nOur speaker will also discuss the importance and practicality of using a “tailored approach” which takes into account the organization’s size\, expertise\, and industry. Among topics to be covered during the presentation: \n—the technical challenges of handling diverse data sources at each stage of the process\, and workflows and best practices to address these challenges; \n—how the process of reviewing documents for PII in a post-breach scenario differs significantly from assessing documents for privilege or relevance in litigation\, and how forensic examiners assisting in a breach recovery situation will approach the data differently than digital forensic experts tasked with preserving data for litigation and investigations; and \n—how these differing review processes impact outside legal teams and attorneys that will assist with the data breach portion versus the litigation or government investigation portion of the breach event. \nWhether dealing with ransomware attacks or data exfiltration by threat actors\, we hope that you will gain from this program important insights into navigating government investigations\, litigation\, and class actions that often follow data breaches. \nThis presentation will provide 1.0 hr MCLE credit for the California State Bar specially-required subject category of Technology in the Practice of Law. \n  \nSome Information About Our Speaker:\nAlex Marjanovic\nSenior Managing Director\nANKURA Management Consulting \nAlex Marjanovic is a Senior Managing Director at Ankura based in Southern California and is the West Region\, U.S. Lead Partner for the Risk Advisory\, Discovery practice. With more than 20 years of e-discovery\, litigation management\, and document review experience\, Alex has overseen project management\, account management\, and business operations for e-discovery related matters. His core expertise is managing consultant teams and developing workflows that enable in-house and outside counsel to streamline data management\, e-discovery\, document review\, and production protocols. \nAlex’s experience includes the whole lifecycle of the Electronic Discovery Reference Model (EDRM)\, from delivering proactive assistance in relation to information governance and discovery readiness consulting to preservation\, processing\, and review of data for production purposes. Alex has guided and overseen e-discovery engagements on a variety of matters ranging from internal investigations tied to data exfiltration to bet the company government investigations. \nAlex regularly collaborates with his forensic accounting colleagues\, providing eDiscovery support for matters involving audit committees and management\, including investigations into allegations of improper accounting\, misappropriation\, cybersecurity failures\, foreign corruption\, and other complex financial accounting issues that require additional data management and eDiscovery oversight. \nAlex has extensive experience navigating clients’ budgetary requirements and advising on workflows that adhere to proportionality. He understands that one of the most complex challenges for companies in litigation is monitoring expenses tied to e-discovery\, and that cost predictability is best achieved by leveraging appropriate technologies and workflows\, and by implementing a phased approach to each milestone in managed e-discovery matters. \nWith a team that has deep experience utilizing analytics\, technology-assisted review\, and generative AI tools and workflows\, Alex tailors the appropriate approaches and technologies to each engagement. He and his team regularly designs new e-discovery strategies that align with matter-specific budgets and proportionality requirements \nAs part of the leadership team for the Ankura Risk Advisory practice\, Alex leads account management\, project management\, sales operations\, and thought leadership endeavors. He supports litigation readiness\, early case assessment\, structured data expert services\, forensic collection and analysis for investigations and lawsuits\, electronically stored information processing\, database hosting\, and technology assisted review. \nPrior to joining Ankura\, Alex was a managing partner at a business services firm in their e-discovery and managed review division for seven years where he managed regional project management\, business development executives\, sales operations\, and customer service teams. These teams’ core services included information governance\, early case assessment\, hosted review\, and technology-assisted review. \nIn addition to the program being presented by Alex on June 11th to our bar association members\, other certified legal education programs that Alex has presented recently include: \n\nEmerging Trends and Considerations: A Practical Guide to Efficiency in eDiscovery\nNavigating Legal Challenges in Discovery: Managing Third-Party Contractors\, Including Social Media Influencers and Affiliate Marketers\nSaas & E-Discovery – Navigating the Challenges of Emerging Data Sources (Saas = Software as a Service)\nEthical Issues in Electronic Discovery\nElectronic Discovery Issues in Cross-Border and Multilanguage Litigation\nEthical Issues in Defensible Disposition
URL:https://lajollabarassociation.com/events/june-2026-mcle-luncheon-with-alex-marjanovic/
LOCATION:Living Room Coffeehouse & Bistro\, 1205 Prospect Street\, La Jolla\, CA\, 92037\, United States
CATEGORIES:Lunch,M.C.L.E.,Past
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DTSTART;TZID=America/Los_Angeles:20260709T120000
DTEND;TZID=America/Los_Angeles:20260709T130000
DTSTAMP:20260629T221656Z
CREATED:20260629T220723Z
LAST-MODIFIED:20260629T221656Z
UID:7803-1783598400-1783602000@lajollabarassociation.com
SUMMARY:July 2026 MCLE Luncheon with Tara R. Burd and Uzzell S. Branson IV
DESCRIPTION:Please calendar our upcoming lunchtime MCLE on Thursday\, July 9th at 12:00 pm at the Living Room Coffeehouse & Bistro\, 1205 Prospect Street in La Jolla. Zoom participation will also be available for those unable to attend this presentation in-person who preregister. (see: link below). \nOur MCLE presenters will be Tara R. Burd and Uzzell S. Branson IV\, distinguished lawyers from the San Diego office of RMO\, LLP\, who will present a program on “Planning for and Managing Incapacity.” \nThis program will provide a practical roadmap for navigating real property ownership\, fiduciary authority\, administrative hurdles\, and ethical obligations involving impaired individuals.  Presenters Tara and Uzzell will examine the tools available before and after capacity declines\, including trusts\, powers of attorney\, substituted judgment petitions\, and conservatorships. \nTheir discussion will cover California’s capacity framework under Probate Code sections 810–812\, the importance of clear trust incapacity provisions\, the limits and risks of durable and springing powers of attorney\, and the circumstances in which court-supervised solutions may become necessary. The program will also address attorney duties when working with impaired clients or successor fiduciaries\, including confidentiality\, conflicts of interest\, prior representation issues\, and guidance from COPRAC Formal Opinion 2021-207. \nAttendees will leave with practical strategies for identifying capacity issues early\, preserving client autonomy where possible\, protecting vulnerable individuals from harm\, avoiding common ethics traps\, and selecting the least restrictive and most effective vehicle for managing incapacity\, real property\, and long-term care needs. \nThis presentation has been evaluated to provide 1.0 hr MCLE credit to participants\, of which 0.50 hr qualifies for ETHICS credit. \n  \nInformation About Our Speakers:\nTara R. Burd\nManaging Partner – San Diego\nRMO LLP / Trust & Estate Litigation\n(619) 323-3207\nburdt@rmolawyers.com \nTara R. Burd serves as Managing Partner of RMO LLP’s San Diego office\, where she leads both the office’s operations and its litigation practice. She represents heirs\, beneficiaries\, fiduciaries\, creditors\, and other interested parties in complex trust and estate disputes\, with a particular focus on contested trust and estate administrations and fiduciary defense. With over 15 years of experience\, Tara is known for her strategic leadership and her ability to drive matters toward resolution\, whether through negotiated outcomes or trial. \nTara distinguishes herself through her ability to see the full landscape of a dispute\, balancing legal strategy with practical resolution and client-focused guidance. As a managing partner\, she not only advocates for clients but also shapes case direction\, team execution\, and overall litigation strategy in high-stakes matters. \nShe is deeply engaged in the broader legal community and is widely regarded as a leader in the trusts and estates field. Tara previously served on the board of the California Lawyers Association and contributed to The State Bar of California’s Access Through Innovation of Legal Services Task Force. She is also a frequent speaker for organizations including the California Lawyers Association\, La Jolla Bar Association\, and National Business Institute. \nHer leadership and impact have earned her recognition as a “Women of Influence in Law” by the San Diego Business Journal\, a Lawdragon 500 X – The Next Generation honoree\, a Top 25 Women San Diego Super Lawyer\, and a Super Lawyer in estate and trust litigation.\n  \nUzzell S. Branson IV\nSenior Attorney – San Diego\nRMO LLP / Trust & Estate Litigation\n(619) 323-3204\nbransonu@rmolawyers.com \nUzzell S. Branson IV is a Senior Attorney at RMO LLP who represents heirs\, beneficiaries\, fiduciaries\, creditors\, and other interested parties in complex\, high-stakes trust\, estate\, and conservatorship disputes. \nWith nearly 15 years of litigation experience and 22 years working in trusts and estates\, Uzzell is known for his disciplined\, litigation-driven approach and his ability to distill complex legal and factual issues into clear\, effective strategies. He brings a steady\, methodical presence to contentious matters\, navigating sensitive family dynamics while maintaining a sharp focus on achieving efficient\, results-oriented outcomes. \nIn addition to his practice\, Uzzell is an active contributor to leading industry organizations\, including Probate Attorneys of San Diego and Continuing Education of the Bar\, and is a frequent speaker and author on emerging issues in trust and estate litigation. \nHis work has earned him recognition as a “Leader of Influence in Law” by the San Diego Business Journal\, a San Diego Super Lawyer in estate and trust litigation\, probate\, and estate planning\, and Trust & Probate Litigator of the Year by U.S. News.\n  \nFor additional information about our speakers\, please see their RMO LLP website profiles at following links: \nTara R. Burd \nUzzell S. Branson IV | Senior Trust & Probate Attorney in San Diego\, CA | RMO Lawyers
URL:https://lajollabarassociation.com/events/july-2026-mcle-luncheon-with-tara-r-burd-and-uzzell-s-branson-iv/
LOCATION:Living Room Coffeehouse & Bistro\, 1205 Prospect Street\, La Jolla\, CA\, 92037\, United States
CATEGORIES:Lunch,M.C.L.E.
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