La Jolla Bar Association

Save the Date: 2019 Summer Beach Party – August 16, 2019
2019-08-16 16:30 - 18:30 (America/Los_Angeles) | La Jolla Beach and Tennis Club, 2000 Spindrift Dr., La Jolla, 92037
Save the Date! 2019 Summer Beach Party:
August 16, 2019
4:30-6:30 p.m.

La Jolla Beach & Tennis Club

You may make your $21 payment for the Summer Beach Party online, using the PayPal dropdown menu below.
ONCE YOU COMPLETE YOUR BEACH PARTY PAYMENT:
please email Daniel R. Gamez, Social Committee Chair, with your name and any guests’ name(s) to complete your registration. Without sharing that information by way of email, you will NOT be allowed to pass through the Beach Club front gate. Daniel’s email address is daniel@gamezlawfirm.com.
The deadline to register is 5:00 pm on August 13.

Pay Your Summer Beach Party Fee Online
To make your online payment here, please select
“Summer Beach Party Fee – $21” below:
*PayPal fee included for online payment.Annual Membership - $78Summer Party Fee (x1) - $32Summer Party Fee (x2) - $64Summer Party Fee (x3) - $96Summer Party Fee (x4) - $128Summer Party Fee (x5) - $160Other AmountYour Email Address:

Reservation by Mail
Reservations should be made by providing the LJBA with the names of you and your spouse/significant other/adult friend; the names and ages of all children; and payment to the La Jolla Bar Association of the appropriate amount of guest fees, by U.S. MAIL to the following address.
Once you make your payment, please complete your registration by emailing your name and your guests’ name(s) to Social Committee Chair, Daniel R. Gamez, at: daniel@gamezlawfirm.com
Payment of Beach Club guest fees in the amount of $20.00 for each adult and each child 13 years of age and older are required, and must be received not later than close of business on Tuesday, August 13, 2019.
Mail to:
La Jolla Bar Association
P.O. Box 1831
La Jolla, CA 92038

July 2019 MCLE Luncheon with Heather L. Rosing & David M. Majchrzak
2019-07-11 12:00 - 13:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Our next MCLE lunchtime program will be on Thursday, July 11, 2019, at 12:00 pm at the Manhattan of La Jolla restaurant (within the Empress Hotel at 7766 Fay Avenue). We are very pleased to have attorneys HEATHER L. ROSING and DAVID M. MAJCHRZAK of the Klinedinst firm as this month’s speakers.
Ms. Rosing and Mr. Majchrzak will give a joint presentation, “Top 10 Common Ethical Missteps That Can Trip Up Lawyers”.
Regardless of practice area, all lawyers have one thing in common — they must follow their ethical obligations included in the State Bar Act and the recently revised Rules of Professional Conduct. There are challenges in doing so, due to the time-sensitive nature of legal matters, the market challenges, and the complexity of practicing law. This program will examine 10 of the top most common issues and attendant precautions that lawyers can take to avoid ensnarement in an ethical trap. The program will provide 1.0 hr CLE credit in Ethics.
Among topics to be covered by our speakers are:

Failure to keep accurate accountings
Failure to communicate with clients
Keeping confidential information confidential
Fee-sharing with non-lawyers
Bad conflicts practices
Engaging in business transactions with clients
Failure to produce the file in the correct format or prompt manner
Problematic management of potential client relationships
Supervision of subordinate lawyers and non-lawyer assistants
Prohibited discrimination, harassment, and retaliation

Presentation Materials:
LJBA July 11 2019 Presentation PDF
LJBA July 11 2019 Presentation PPTX

Some Information about our speakers:

Heather L. Rosing

Heather L. Rosing serves as the Chairperson of her firm’s Professional Liability Department, working with a team of Klinedinst lawyers across the state in the defense of professionals such as lawyers and accountants. Ms. Rosing has developed a nationwide reputation for her experience and skill in litigating complex malpractice, fraud cases, and D&O matters, and in advising in the areas of ethics and risk management. Ms. Rosing also serves as a consultant and expert witness in the areas of fee disputes, professional responsibility, privileges, and attorney duties.
For approximately a decade, Ms. Rosing has also represented judges and commissioners in matters before the Commission on Judicial Performance and advised judicial officers on matters pertaining to judicial ethics.
Ms. Rosing is certified as a specialist in Legal Malpractice Law by the State Bar of California Board of Legal Specialization. Ms. Rosing has represented numerous lawyers and other professionals in hundreds of cases and matters in State Court, Federal Court, and arbitration proceedings. Her track record includes notable victories, both by way of motion and at trial.
In addition to serving as the Department Chairperson, Ms. Rosing has served as the Chief Financial Officer since 2006. As a member of the Klinedinst Board of Directors and Executive Committee, she also serves as one of the managing attorneys of the 130 employee firm, and previously served as the firm’s General Counsel.
Rated AV®-Preeminent™ by Martindale since 2000, Ms. Rosing has been honored with numerous accolades for her work in ethics and professional liability defense. Ms. Rosing donates much of her time to speaking and teaching free of charge on ethics, professionalism, and malpractice across the state and county. In 2009, Ms. Rosing also was appointed to the American Bar Association’s Standing Committee on Lawyers’ Professional Liability, and chaired its bi-annual conference in September 2009 in Chicago and in September 2013 in San Diego.
Ms. Rosing’s Online Bio
https://klinedinstlaw.com/profiles/attorney/heather-rosing

David M. Majcchrzak

David M. Majchrzak is a seasoned ethicist, civil litigator, and certified specialist by the State Bar of California in legal malpractice law with significant motion, trial, and appellate experience. He works primarily out of Klinedinst PC’s San Diego office. Mr. Majchrzak devotes a substantial portion of his career to counseling his clients on how to achieve their professional goals in an ethical way. For those attorneys who do not have general counsel in their firm or who simply need practical, outside advice, he helps navigate the often complex ethical waters of the legal profession. Mr. Majchrzak performs law office risk management reviews, trains law firm staff in ethics requirements, and advises on a variety of topics. These include conflicts of interest, fees and billing requirements and dispute handling, trust account procedures, law firm advertising and online marketing efforts, engagement and common interest agreements, non-engagement and disengagement protocols, attorney-client privilege/confidentiality analyses and protection, subpoena response, multi-jurisdictional practice, lawyer mobility, and ancillary business ventures.
State Bar of California, California Board of Legal Specialization
Mr. Majchrzak, who has achieved Martindale’s highest AV®-Preeminent™ rating, is very active within the legal community. Mr. Majchrzak currently serves is the immediate past chair of the San Diego County Bar Association’s invitation-only Legal Ethics Committee. He also serves as the chair of the Integration and Engagement Committee and a member of the Future of Lawyering Committee of the Association of Professional Responsibility Lawyers.
Mr. Majchrzak recently completed service as a three-year member of the State Bar’s Committee on Professional Responsibility and Conduct, and chair of its outreach committee. In 2015, Mr. Majchrzak revived the then-abandoned Ethics Quarterly, and has continued as one of its two editors, a role that he continues in. Mr. Majchrzak has also been active within the American Inns of Court. He served for four years as president of the William L. Todd, Jr. chapter and two years on the national program awards committees. Mr. Majchrzak is a director and secretary for both the San Diego County Bar Association and the Association of Discipline Defense Counsel. He has also served as a judge for Teen Court, an attorney instructor for mock trial competitions, a director of the Kiwanis Club of Poway, and in various other voluntary professional and community roles.
Mr. Majchrzak’s Online Bio
David M. Majchrzak – Klinedinst
Education
University of Southern California (B.S., 1993)
Thomas Jefferson School of Law (J.D., summa cum laude, 2002)

Save the Date: June 18, 2019 at Duke’s La Jolla
2019-06-18 17:00 - 18:30 | Duke’s La Jolla, 1216 Prospect Avenue, La Jolla, CA, 92037, United States
Please help us continue a tradition of our Bar Association, and join your colleagues for an informal, no host, social gathering at Duke’s (1216 Prospect Avenue) on Tuesday, June 18, 2019 from 5:00 to 6:30 p.m.
Please attend – to meet and greet; relax and chat; and relieve the stress of the day, while developing and solidifying friendships and professional relationships.
A great way to start the summer, and always an enjoyable event!

June 2019 MCLE Luncheon with Attorney Jamie Beck
2019-06-13 12:00 - 13:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Our next MCLE lunchtime program will be on Thursday, June 13, 2019, at 12:00 pm at the Manhattan of La Jolla restaurant (7766 Fay Avenue – within the Empress Hotel).
We are very pleased to have attorney JAMIE BECK as our speaker for the June lunch meeting. Ms. Beck is the President and Managing Attorney of Free to Thrive, a nonprofit organization that assists survivors of human trafficking to achieve positive, productive lives.
Ms. Beck will present “LEGAL ISSUES IMPACTING VICTIMS OF HUMAN TRAFFICKING,” addressing the unique legal problems and other issues experienced by trafficking victims in rebuilding their lives.
Ms. Beck’s presentation will provide insight to the legal landscape navigated by trafficking victims, and will expand upon information our members have previously received through past presentations from the offices of the San Diego District Attorney and the U.S. Attorney, CASD.
Note: The program will provide 1.0 hr CLE credit.

Information about our Speaker, JAMIE BECK:
Jamie Beck is the President and Managing Attorney of Free to Thrive, a nonprofit organization that works to empower survivors of all forms of human trafficking in their journey to becoming thrivers.
Prior to launching Free to Thrive in 2017, Jamie practiced civil litigation for five years at Procopio, Cory, Hargreaves & Savitch LLP. Jamie also worked as a judicial law clerk to the Honorable Michael M. Anello in the Federal District Court for United States District Court, Southern District of California.
Jamie received her law degree from the University of San Diego School of Law and her Bachelor of Arts in political science with a minor in sociology from Wilfrid Laurier University in Ontario, Canada.
Jamie was the 2016-2017 president of Lawyers Club of San Diego and founded the Lawyers Club Human Trafficking Collaborative. She currently serves on the Dean’s Advisory Board of the Joan B. Kroc School of Peace Studies at the University of San Diego.
Point Loma Nazarene University recognized Jamie’s contribution to the fight against human trafficking, awarding her its inaugural 2016 Hope Rising Award. Jamie also received a commendation from the City of San Diego Human Relations Commission for her leadership in combating human trafficking of women and girls in San Diego.
Jamie has been named a “San Diego Super Lawyer – Rising Star” 2015 – 2017, San Diego Business Journal “Best of the Bar” 2015 – 2016, and San Diego Metro, 40 Under 40.
For more information about our speaker, or to learn more about FREE TO THRIVE’s activities, please visit:
https://freetothrive.org/

Written materials for the June 13th lunchtime presentation:
Meeting the Legal Needs of Human-Trafficking
Legal Issues Impacting the Victims of Human Trafficking
The Nature and Extent of Gang Involvement in Sex Trafficking in San Diego County
Voices for Victims: Lawyers Against Human Trafficking Tool Kit for Bar Associations
Legal Needs of Human Trafficking Survivors
Guidance for Working With a Survivor of Human Trafficking
Vicarious Trauma

May 2019 MCLE Luncheon with David Cameron Carr
2019-05-09 12:00 - 13:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Our next MCLE lunchtime program will be on Thursday, May 9, 2019, at 12:00 pm at the Manhattan of La Jolla restaurant (7766 Fay Avenue – within the Empress Hotel).
We are very pleased to have ethics attorney DAVID CAMERON CARR as our speaker for the May lunch meeting. Mr. Carr will present “NEW RULES ON COMPETENCE AND COMMUNICATION,” addressing how the rules governing attorney competence, diligence and communication have changed with adoption of the new Rules of Professional Conduct; how the Rules are different from the ABA Model Rules; and how the State Bar analyzes competence issues from a discipline standpoint, including application of the “moral turpitude” doctrine to grossly negligent breaches of duty.
Mr. Carr’s prior presentation to our group during 2017 was very informative and well-received. This upcoming presentation is certain to be worthwhile and of benefit to our members.
Note: The program on May 9th will provide 1.0 hr CLE credit or the required category of “competence issues.”

Information about our Speaker, David C. Carr:
David Cameron Carr, an attorney in private practice in San Diego, California, specializes in discipline defense, bar admissions, attorney professional responsibility and ethics advice.
Mr. 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. He served as counsel to the State Bar’s audit and review panel from 1989 to 1992. Mr. Carr served on the National Organization of Bar Counsel’s advisory committee to the American Bar Association’s McKay Commission on discipline enforcement in 1991.
He moved from oversight of the discipline system in 1992 to prosecuting cases as a deputy trial counsel in the discipline prosecutor’s office of the State Bar. After five years trying discipline, admissions and reinstatement cases before the State Bar Court Hearing Department, Mr. Carr began to specialize in appellate advocacy before the State Bar Court’s Review Department, resulting in 10 published decisions between 1997 and 2000.
During the shutdown of the State Bar in 1998 after former Gov. Pete Wilson’s veto of the State Bar dues bill, Mr. Carr worked as an unpaid volunteer in the discipline system. He argued as amicus counsel to the California Supreme Court that a special master be appointed to oversee discipline system spending, an idea adopted by the Supreme Court in its decision reviving the discipline system (In re Attorney Discipline System (1998) 19 Cal.4th 582.)
After the Supreme Court ordered a special dues assessment, Mr. Carr became an assistant chief trial counsel and manager of the general trials unit in Los Angeles in 1999. He also worked on discipline policy issues as the chief trial counsel’s liaison with the State Bar’s Committee on Professional Responsibility and Conduct (COPRAC) and the State Bar Court Executive Committee.
Mr. Carr returned to private practice in 2001 and his hometown of San Diego in 2002. He is a member of the San Diego County Bar Association, where he is active on the Legal Ethics Committee. Mr. Carr is also a member of the Association of Professional Responsibility Lawyers (APRL), the ABA Center for Professional Responsibility, the Association of Discipline Defense Counsel, where he served as president from 2008 through 2011, and the State Bar’s Standing Committee on Professional Responsibiity and Conduct (2018-2021).
Mr. Carr grew up in South Bay suburbs of San Diego and attended high school in the small desert community of Borrego Springs. After high school, he attended UCLA, where he graduated with a degree in history in 1978.

Handout for David C. Carr’s Presentation
LJBA New Rules on Competence and Communication.pdf

Experience
Private Practice Representing Attorneys and Bar Applicants Since 2001
Adjunct Faculty, Thomas Jefferson School of Law
State Bar of California, 1989-2001
Assistant Chief Trial Counsel, Manager, 1999-2001
Deputy Trial Counsel, Discipline Prosecutor, 1992-1999
Staff Attorney, Audit and Review, 1989-1992
Business Litigation, Commercial Law and Bankruptcy Practice, 1986-1989
Bar Admission
Admitted to State Bar of California, December 1986
Admitted in the Southern, Central and Northern Federal District Courts, California

Education
Loyola Law School, Los Angeles J.D., 1986
UCLA, B.A. History, 1977
Borrego Springs High School, 1973
Professional Associations
Association of Discipline Defense Counsel
Association of Professional Responsibility Lawyers
Legal Ethics Committee, San Diego County Bar Association
Center for Professional Responsibility, American Bar Association

April 2019 MCLE Luncheon at Manhattan Restaurant
2019-04-11 12:00 - 13:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Please calendar this week’s MCLE lunchtime program on Thursday, April 11, 2019, at 12:00 pm at the Manhattan of La Jolla restaurant (within the Empress Hotel at 7766 Fay Avenue).
We are very pleased to have MICHAEL DULLEA, Vice President and Western Region Underwriting Counsel for Title Resources Guaranty Corporation, a member of Realogy/TRG (RLGY:NYSE), returning as a speaker for our April lunch meeting. Mr. Dullea will present “TOP 50 CALIFORNIA LEGISLATIVE AND CASE LAW CHANGES AFFECTING REAL ESTATE FOR 2019”
Mr. Dullea’s presentation will summarize recent legislation and major cases impacting real property law, and will also include discussion of topics such as “Heggstad” petitions and related current issues triggered by the California State Board of Equalization, and by Local County Assessors.
Mr. Dullea frequently presents and teaches on areas of real property law and title insurance, and his presentations, programs and courses are always informative and well-received.
Do not miss this upcoming lunchtime event!
Note: This program will provide 1.0 hr general credit CLE.

Click here to download materials for this week’s presentation.

Information about our Speaker, Michael E. Dullea:
Michael E. Dullea is Vice President, Western Region Underwriting Counsel, Title Resources Guaranty Company, a member firm of Realogy/TRG (RLGY:NYSE).
After serving in the US Navy, Mr. Dullea received a bachelor’s degree in business administration from the University of Arkansas at Little Rock and received his Juris Doctor degree from Thomas Jefferson School of Law (formerly Western States University) in San Diego.
Mr. Dullea has served as Vice President and National Commercial Underwriting Counsel with another national underwriter. There his responsibilities included handling National and Regional complex title underwriting projects involving Commercial, Energy, Home Builder projects. He also served as Counsel for National Default Operation, the Timeshare Division, and the National Agency Division.
Beginning his career in the title insurance industry in 1971 he has held positions as Southern California Regional Counsel supervising and managing Title and Escrow Claims and Litigation Departments in Southern California; and, as California Underwriting Counsel engaged in all areas of real estate law including Title Insurance Underwriting, Escrow, Lender Transactions, Foreclosures, Commercial Projects, and Common Interest Developments.
As a College Instructor, Mr. Dullea has taught Courses in Real Estate Law, Real Estate Finance, Escrow, Business Law, and Management and Economics and Legal Research courses at the various colleges and universities including University of Redlands, UCSD Extension, and in Community Colleges. He has also taught Online Courses at Southwestern College as a Certified Online Instructor, as well as in the Classroom. He has extensive speaking and writing experience in the Legal Profession and in the Real Estate industry.
He is active in the California State Bar Real Property Section where he is Advisor to the State Bar Real Property Journal and has served as Advisor and past Vice Chair of the Executive Committee of the Section and currently on the Ca State Bar Real Property Law Section Journal Advisory Board. He serves as Board Member of Noah’s Ark Angel Foundation, and is former President and Director of Noah Homes, Inc. a non-profit organization providing housing and programs for developmentally disabled adults. Mr. Dullea has also served as Member and Advisor with the University of San Diego Burnham-Moores Center for Real Estate.
Mr. Dullea is past President and Director of the Law Library Justice Foundation in San Diego, and past President and Director of the Thomas More Society. He also served as Past Chair of the San Diego Bar Association Real Property Section, and as a Member of the California Land Title Association Forms and Practices Committee.

March 2019 MCLE Luncheon with Dale C. Hunt
2019-03-14 12:00 - 13:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Our next MCLE lunchtime program will be on Thursday, March 14, 2019, at 12:00 pm at the Manhattan of La Jolla restaurant, within the Empress Hotel at 7766 Fay Avenue.
We are very pleased to have DALE C. HUNT, PhD, Registered Patent Attorney, and Principal of Plant and Planet Law Firm, as our March speaker, presenting: “PATENTING IN THE CANNABIS INDUSTRY – ITS UNIQUE CHALLENGES & OPPORTUNITIES”
Dr. Hunt’s presentation will include discussion of the following:
1. The United State’s Patent Office’s hostility toward Cannabis trademarks as opposed to its receptiveness to to Cannabis patents, and the statutory basis for it;
2. Why patenting in the Cannabis industry faces challenges that no other industry has ever faced, and will for a generation at least, and what you should tell your clients about it (either as patent applicants, or as patent-infringement defendants);
3. The basics of Cannabis biology, and why you should know it as both a lawyer and consumer – i.e., why THC gets people “high” and CBD “cures everything.” and why the next few cannabinoids will become huge investment opportunities and the related legal implications.
Note: The program is anticipated to provide 1.0 hr general credit CLE, its length might slightly exceed one hour.
Information about our Speaker, Dale C. Hunt:
Dale provides guidance and expertise on patents and intellectual property matters. Dale has extensive experience with patent protection, with a technical emphasis in life sciences (cellular biology, genetics, genomics, immunology, microbiology, molecular biology, pharmaceuticals, protein engineering, stem cells, transgenics and vaccines); environmental technology (alternative energy, carbon-emissions credits and exchanges, oil and gas technologies, solar energy, natural products and water purification systems); materials and manufacturing (filters and filtration systems, metal fibers and alloys); medical devices and procedures (nucleic acid diagnostics, sensors and instrumentation and surgical devices and methods); and plants (agriculture, plant genetics, plant patents and plant-variety protection). Dale also has experience with patent portfolio management and strategy advice, international intellectual property matters, right-to-practice and product-launch opinions, intellectual property due diligence, and licensing.
Dale also started a Cannabis  IP practice to aid clients in establishing intellectual property protection for their legal marijuana strains, products and businesses. The approaches to such protection include U.S. plant patents and utility patents; state and common law trademark strategies, protection, and enforcement; and federal trademark protection for federally legal allied products and services. His expertise also extends to other forms of protection for  Cannabis  businesses, including licensing of intellectual property, which can encompass protection of know-how and trade secrets related to cultivation and processing techniques; international plant breeders’ rights and related commercialization and enforcement strategies; as well as various other approaches that have been successful for his clients in the fruit and floral markets but which  Cannabis companies have yet to attempt.
Dale’s introduction to the Cannabis industry came as a policy advisor to the Open Cannabis Project; he is now a member of OCP’s Board of Directors. He fully supports the goals of free access to the public domain in the Cannabis industry and created (and privately funded) MJPatentsWeekly.com in part to promote a conversation about crowdsourcing the prior art in an industry that uniquely lacks a significant published history of its commercial activity. While Dale is a strong believer in the value of the patent system, he maintains that the system is only as valid as the patents it issues. Plant & Planet will always work with its clients to obtain valid patents that cover their inventions without reading on what is in the public domain. This ethical approach to IP avoids wasting investor resources and undermining our clients’ goodwill and reputation in the Cannabis community. It is one of the ways that Our Clients Make the Planet Better.
Having started as a botanist and plant geneticist, Dale continued his study of plant biology at the cellular and molecular level, completing a PhD at UC San Diego. Dale then went on to UC Berkeley for law school.  In addition to his diverse patent practice as described above, he has worked his entire career helping clients  protect and commercialize their proprietary plant varieties in the US and over 20 foreign countries.  Dale has spoken on Cannabis IP protection at the Marijuana Business Convention, Cannabis IP and Open Source at the Emerald Cup, and will lead a panel discussion on Cannabis and university research at the National Meeting of the Association of University Technology Managers.  He has also been interviewed for and quoted in numerous news articles and by national media outlets on the topic of marijuana and patenting.
Professional History:

Founder, Plant & Planet Law Firm, 2019
Partner, Hahn Loeser and Parks LLP, 2015-2019
Partner, Davis Wright Tremaine LLP, 2008-2015
Partner, Sonnenschein Nath and Rosenthal LLP, 2007-2008
Partner, Knobbe Martens Olson and Bear LLP, 2001-2007; Associate, 1996-2000

Education:

JD – law, University of California Berkeley
PhD – molecular/cellular biology, University of California San Diego
MS – plant genetics, Brigham Young University
BS – Botany, Brigham Young University

February 2019 MCLE Luncheon with Michael A. Perlmutter
2019-02-14 12:00 - 13:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Our next MCLE lunchtime program will be on Thursday, February 14, 2019, at 12:00 pm at the Manhattan of La Jolla restaurant, within the Empress Hotel at 7766 Fay Avenue.
We are very pleased to have MICHAEL A. PERLMUTTER, Principal of Perlmutter Law & Valuation, Inc., as our February speaker. Mr. Perlmutter, a former IRS Senior Estate Tax Attorney (licensed California) and a California Certified Public Accountant, will present “Valuation Appraisals: Ten Appraisal Red Flags that may trigger an IRS audit.”
Mr. Perlmutter’s presentation will include many examples of actual “red flag” situations he has encountered in reviewing thousands of appraisals during his 27-year career at the Internal Revenue Service. The presentation will highlight wording/phrases contained in appraisals that are “Red Flags” to the IRS. Mr. Perlmutter will also include a brief summary of the “red flags” found in a docketed case, Estate of Michael Jackson v. Commissioner, in which he was involved as both a legal and valuation consultant to the IRS. In addition, the presentation will include a quick introductory overview of valuation methodology for our members reference.
The program, including Q & A, will provide 1.0 hr general credit CLE.
Information About Our Speaker:
MICHAEL A. PERLMUTTER is a former IRS Senior Estate Tax Attorney. He holds licenses as both California Attorney and Certified Public Accountant, and holds the professional designations of Certified Valuation Analyst and Accredited Business Appraisal Review.
During his 27 year tenure at the IRS, Mr. Perlmutter reviewed, critiqued and analyzed thousands of valuation appraisals of all types of assets, and also specialized in Intellectual Property law and valuation. He has handled tax audits of several well-known and celebrity taxpayers and estates.
Mr. Perlmutter has written valuation training materials for IRS attorneys and personnel, and has instructed and mentored IRS attorneys and personnel.
Mr. Perlmutter has given presentations to tax and valuation professionals with the IRS, the AICPA, the ASA, probate referee groups and at the most recent Hawaii Tax Institute seminar. He has testified at IRS Appeals and prior to retirement from the IRS, has assisted IRS Senior Counsel and the IRS valuation teams in high profile tax court cases and has testified as an expert witness subsequent to leaving the IRS.
Now in private practice, Mr. Perlmutter offers consulting and appraisal report services, as well as expert witness testimony for a host of valuation assignments. More information about Mr. Perlmutter can be found at www.perlmutter-law.com.

January 2019 MCLE Luncheon with Stephanie Reynolds
2019-01-10 12:00 - 13:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Our next MCLE lunchtime program will be on Thursday, January 10, 2019, at 12:00 pm at the Manhattan of La Jolla restaurant, within the Empress Hotel at 7766 Fay Avenue.
We are pleased to have attorney STEPHANIE REYNOLDS, partner with Berger, Williams & Reynolds, LLP, as our January speaker. Ms. Reynolds will present “The Effect of the #MeToo Movement on Sexual Harassment in the Workplace and Beyond.”
The program will provide an overview of the #MeToo Movement including: how and why it started; its effect on the number of lawsuits/claims filed alleging sexual harassment (i.e. EEOC data and statistics); it’s effect on employers/companies/executives/boards of directors (trends, concerns, shareholder pressure); and what has been done via enacted and proposed laws to address sexual harassment in the workplace. Ms. Reynolds also intends to weave throughout her presentation some sexual harassment basics regarding California law.
The program will provide 1.0 hr special credit CLE in the subject area, Recognition and Elimination of Bias in the Legal Profession and Society.

Information About Our Speaker:
Stephanie Reynolds is a Partner at Berger, Williams & Reynolds, LLP (formerly Pope, Berger,Williams & Reynolds, LLP), one of the most highly sought after law firms in California specializing in employment law and litigation. Stephanie’s practice includes representing clients in cases involving claims for wrongful termination, discrimination, retaliation, sexual harassment, equal pay issues as well as other wage and hour claims for individuals and class actions, misclassification of employees, executive and shareholder disputes, unfair competition and trade secrets, and disputes involving employment agreements.Stephanie represents clients in both state and federal court, and has obtained favorable results for her clients in mediation, arbitration, and at trial which have included seven-figure settlements on behalf of classes of employees as well as significant six-figure settlements on behalf of individual clients. Having the experience of representing employers and employees in complex matters gives Stephanie a unique perspective and advantage over other attorneys, which enables them to provide creative solutions and advice to their clients. Stephanie prides herself on pursuing every possible avenue available to help her clients succeed and reach their goals and objectives, and to always stay one step ahead of the opposition. In addition to litigation, Stephanie also counsels employers regarding compliance with state and federal laws, personnel policies, protection of proprietary information, and discipline and termination matters. She also trains employers and conducts workplace investigations in order to minimize liability.
Read More:
Stephanie Reynolds – Employment & Labor Law Attorney | BWR
Download the Presentation PDF:
The Effect of the #MeToo Movement on Sexual Harassment in the Workplace

November 2018 MCLE Luncheon with John S. Addams
2018-11-08 12:00 - 13:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Our next MCLE lunchtime program will be on Thursday, November 8, 2018, at 12:00 pm at the Manhattan of La Jolla restaurant, within the Empress Hotel at 7766 Fay Avenue. This program will provide 1.0 hr general CLE credit.
We are very pleased to have attorney JOHN S. ADDAMS, partner at Niddrie Addams Fuller Singh LLP, as our guest speaker.
Click here for the PowerPoint materials for the John S. Addams luncheon.

Information About Our Speaker:
John S.Addams is a certified appellate specialist through the State Bar of California, Board of Legal Specialization with over 25 years of experience in civil appeals and writs. He has an AV rating through Martindale-Hubbell and is admitted in California, Nevada, and Arizona. John has been recognized by Super Lawyers® as an appellate attorney since 2013. In 2014, the Daily Journal listed his firm (then Niddrie, Fish & Addams LLP) as one of the top five appellate boutiques in California.
At Niddrie Addams Fuller Singh LLP, John’s practice focuses on civil appeals and writs and major motion work in trial courts. From 2000-2010, he was the owner of Law Offices of John S. Addams, APC, where he specialized in civil appeals and insurance law. John began his career with Wingert, Grebing, Anello & Brubaker, a prominent San Diego litigation firm, where he was a partner from 1996 through 2000. At the Wingert firm, John first chaired several jury and bench trials and led the firm’s appellate and insurance coverage practice groups.
John is a Master in the San Diego Appellate Inn of Court and also active with the Lopardo Inn of Court.

October 2018 MCLE Luncheon with Jacob Stein, Managing Partner at Aliant LLP
2018-10-11 12:00 - 13:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Our next MCLE lunchtime program will be on Thursday, October 11, 2018, at 12:00 pm at the Manhattan of La Jolla restaurant, within the Empress Hotel at 7766 Fay Avenue. This program will provide 1.0 hr general CLE credit.
We are very pleased to have attorney JACOB STEIN, Managing Partner at Aliant LLP, as our returning guest speaker. Mr. Stein will present: “JUDGMENT PROOF: The State of the Art in Asset Protection.”
In his presentation, Mr. Stein will provide an overview of both the underlying substantive law and the practical aspects (i.e., what works and what does not) applicable to protecting your clients’ assets from litigants and creditors. The program’s focus will be upon the strategies and solutions for protecting assets such as houses, bank and brokerage accounts, businesses, professional practices and retirement plans, and will include reference to the speaker’s personal experiences in completing more than 3000 asset protection transactions over the past 20 years, and anecdotal illustrations.
Overview of Asset Protection including: Practical Goals and Limitations; and Picking the Right Structure;
Fraudulent Transfers including: Effectively Planning for Possible Challenges; and Practical Implications for Planning;
Business Entities including: Best Practices on Picking the Right Jurisdiction; and Single Member LLCs, Poison Pills and Other Sexy Clauses;
Trusts in Asset Protection: Spendthrift Trusts; and Foreign Trusts; and
Protecting Specific Assets: Residences; Retirement Plans; Rental real estate; and Businesses
This program is certain to be of interest to all of our members, regardless of their practice area, and we look forward to seeing you at this upcoming event!

Information about our speaker:
Jacob Stein, Esq. is Managing Partner at Aliant, LLP, where he specializes in structuring international business transactions, complex U.S. and international tax planning, and asset protection planning.
Mr. Stein received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist, is AV-rated (highest possible rating) by Martindale-Hubbell and has been named “A Super Lawyer” by the Los Angeles Magazine.
Over the course of his career Mr. Stein has represented thousands of clients, including: officers and directors of Fortune 500 companies; Forbes 400 families; celebrities; Internet entrepreneurs; high-profile real estate developers, builders and investors; physicians; wealthy foreigners doing business in the United States; small business owners; attorneys, accountants and financial advisors; and many other individuals with their cross-border business and international tax planning needs.
He is the author of several books, several dozen scholarly articles and technical manuals, including his most recent article, Pre-Immigration Taxation, published in the January 2016 edition of EB-5 Investors Magazine, Volume 3, Issue 3.
Mr. Stein’s other works include: A Lawyer’s Guide to Asset Protection Planning in California, Second Edition, published in April of 2016, which is the only legal treatise on asset protection specific to California, and International Joint Ventures – A Concise Guide for Attorneys & Business Owners, published in 2014. His latest work, Asset Protection for California Residents, Second Edition”, published in 2017, presents a sophisticated and in-depth look at the applicable law in a clear and readily understood manner.
Mr. Stein is a frequent lecturer to various professional groups: attorneys, accountants and others groups, and teaches over 50 seminars per year. His presentation topics include: Tax Planning for Cross-Border Joint Ventures; A Foreigner’s Guide to Investing in U.S. Real Estate; Creative Planning with Controlled Foreign Corporations; Advanced Asset Protection Planning; Choice of Entity Planning; Estate Tax Planning; and various courses on trust law.
He is an instructor with the California CPA Education Foundation, National Business Institute, Thomson Reuters, the Rossdale Group and Lorman Education Services where he teaches courses on advanced tax planning, structuring international business transactions, asset protection and trust law. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.
Mr. Stein is a member of several associations including: Union Internationale des Avocats, International Practice Group, IR Global, International Law Section – State Bar of California, and the International Bar Association.

Seminar Description
Comprehensive Overview: Asset Protection Planning

September 2018 MCLE Luncheon with Mark J. Hattam, General Counsel for the San Diego County Water Authority
2018-09-13 12:00 - 13:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Our next MCLE lunchtime program will be on Thursday, September 13, 2018, at 12:00 pm at the Manhattan of La Jolla restaurant, within the Empress Hotel at 7766 Fay Avenue.
This program will provide 1.0 hr general CLE credit.
We are pleased to have Mark J. Hattam, General Counsel for the San Diego County Water Authority, as our speaker for this event. Mr. Hattam will present “Update on San Diego County Water Authority Water Rate Litigation”

Information about our speaker:
Mark J. Hattam is General Counsel for the San Diego County Water Authority.
As General Counsel, Mr. Hattam advises the Water Authority’s Board and executive staff on a wide range of legal matters, including the agency’s high-profile litigation over the legality of rates set by the Metropolitan Water District of Southern California. The Water Authority is the San Diego region’s wholesale water supplier, providing imported supplies and desalinated seawater to 24 member agencies that serve 3.3 million residents and support a $222 billion economy, with a focus on securing a safe and reliable water supply for the San Diego region.
Prior to joining the Water Authority as General Counsel in 2016, Mr. Hattam was a 22 year member and partner in the San Diego office of Allen Matkins Leck Gamble Mallory & Natsis, a California-based law firm with approximately 200 attorneys specializing in real estate, litigation, labor, tax, land use and business law. His practice at Allen Matkins involved litigation in state and federal courts regarding water rights, commercial disputes, real property, insurance, environmental regulations and other issues, as well as administrative hearing practice.
Mr. Hattam has represented major institutional and public-sector clients in complex civil litigation, including water transfers and water rates. He represented the Imperial Irrigation District as trial counsel in 2013, securing validation of the historic 2003 Colorado River Quantification Settlement Agreement, a cornerstone of the Water Authority’s long-term water supply diversification strategy.
In 2015, Mr. Hattam served as outside counsel for the Water Authority, successfully defending the agency against claim that it failed to account for the environmental impacts of its long-term water supply plan. His extensive knowledge of the intricate legal issues regarding water supplies, transfers and rates in California, combined with his demonstrated expertise at both trial court and the appellate court levels were cited by the Water Authority’s Board as important considerations in his engagement as the Authority’s General Counsel.
Mr. Hattam is a graduate of Loyola Law School, Loyola Marymount University (Juris Doctorate – 1994), where he received Order of the Coif, and Dean’s Scholar honors.

La Jolla Bar Association Summer Beach Party
2018-08-03 16:30 - 21:00 | La Jolla Beach and Tennis Club, 2000 Spindrift Dr., La Jolla, 92037
Summer Beach Party
Friday, August 3, 2018 at 4:30 pm
La Jolla Beach & Tennis Club

La Jolla Bar Association Members & Guests:
Again this year, our LJBA summer party will be a beach barbeque picnic at the La Jolla Beach and Tennis Club** on Friday, August 3, 2018, beginning at 4:30 p.m.
We will congregate at the far north end of the beach in front of the Club, in the section marked “W,” “X,” “Y,” or “Z.” Tables will be set up and our location will be marked with a table sign. LJBA will provide soft drinks, wine, beer, ice, hors d’oeuvres, side dishes and dessert for all; and tables, chairs, charcoal, barbeques, etc.
YOU are requested to bring a main course for you and your guests and children–meat, fish or whatever entree you wish to barbeque; AND warm clothes for socializing after sunset and when the weather has a habit of turning chilly and/or damp at the beach.
Attendance is limited to two adults per member (i.e.,the member and one significant other); children and grandchildren of the member; and guests invited by the member. Guests invited by the member should be persons, and the spouse or significant other of persons, who are eligible for membership in the La Jolla Bar Association.
Advance reservations and payment of Beach Club guest fees in the amount of $15.00 for each adult and each child 13 years of age and older are a must. La Jolla Bar Association will cover the cost of Beach Club guest fees for children 12 years of age and younger. Reservations should be made by providing the names of you and your guests, and the names and ages of all children, together with the appropriate guest fees; and should be mailed to Virginia Gaburo at the following address:
Virginia H. Gaburo, Esq.
17056 Tesoro Drive
San Diego, CA 92128
Your reservations and guest fees must be received no later than Friday, July 27, 2018. Please note that persons without reservations will not be admitted at the front gate.
Please mark your calendars, and don’t miss this “must” event. We are all looking forward to a great day and evening with our fellow members–with fun, sun, sunset, scrumptious food and great company!

** Please call Virginia Gaburo at 858-577-0477 if you need directions or have any questions.

Click here to download the event flyer.

July Social at Duke's La Jolla
2018-07-24 17:30 - 19:30 | Duke’s La Jolla, 1216 Prospect Avenue, La Jolla, CA, 92037, United States
Dear Members:
We had such a great turn-out and such a great time at our June 19 social gathering, we are planning to do it again… Please join your LJBA colleagues for another informal, no host, social gathering.
Duke’s (1216 Prospect Avenue) on Tuesday, June 19, 2018 at 5:30pm.
Please attend to meet and greet; relax and chat; share and relieve the stress of the day; and to develop and solidify friendships and professional relationships.
Come one; come all! What a fun, casual and rewarding event. Hope to see you all there!

July 2018 MCLE Luncheon with Danna Cotman and Joseph Mayo
2018-07-12 12:00 - 13:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Our next MCLE lunchtime program will be on Thursday, July 12, 2018, at 12:00 pm at the Manhattan of La Jolla restaurant (within the Empress Hotel at 7766 Fay Avenue). This program will provide 1.0 hr general CLE credit.
We are pleased to have two speakers this month, who are attorney Danna Cotman (a member and a past president of our association), and Joseph Mayo, a Registered U.S. Patent Agent, both of whom are with the firm of ARC IP Law, PC in La Jolla, California.
Ms. Cotman and Mr. Mayo will jointly present “INTELLECTUAL PROPERTY PRIMER: BASIC CONCEPTS OF IP” covering such topics as:

the Importance of Protecting IP;
Copyright;
Trademark;
Patents
Trade Secrets
Synergy of IP Protection
Litigation and the International Trade Commission

To download the written materials for this lunchtime program, click here.

Information about our speakers:

Danna Cotman

Danna Cotman is the owner and founder of ARC IP Law, PC, a boutique intellectual property law firm, located in La Jolla, California. Ms. Cotman has made thousands of court appearances, successfully representing clients before the USPTO, the United States District Court, and Superior Court.
In the course of her practice, she has handled a wide variety of intellectual property matters, including patent litigation, licensing agreements, copyright, trade secret matters, inter partes review of patents, enforcement and anti-counterfeit before the international trade commission, and enforcement of intellectual property rights through customs.
Aside from running her law firm and practicing law, Ms. Cotman is the President of Lawyers Club of San Diego, which was founded in 1972 to advance the status of women in the law and society and has more than 1,300 members including attorneys, judges, district attorneys, community leaders, students, and other members of the legal community. Ms. Cotman holds a JD, MBA, BSBA, and AA in Fashion Design.

Joseph Mayo

Joseph Mayo is a registered U. S. patent agent with over 30 years of technical experience in hardware and software.
Mr. Mayo graduated from the Massachusetts Institute of Technology (MIT) in 1983 with a degree in Electrical Engineering. His experience includes: strategic patent portfolio development; patent prosecution; post grant review proceedings; litigation support; and representation of both US and international companies, ranging from large corporations to start-ups, and individual inventors.
Mr. Mayo’s extensive experience in computer systems, hardware, software, medical devices, and mechanical devices has resulted in more than 600 patents being issued by the USPTO and abroad. His fields of technology for patents include electrical machinery and apparatus: audio visual technology; telecommunications; information technology; semiconductors; optics instruments; analysis and measurement; medical technology instruments and devices; diagnostics; machine learning; software; electrical; mechanical and machine tools; engines; pumps turbines; space technology; weapons; and consumer goods and equipment.
Mr. Mayo is a Java Certified Programmer and Java Certified Enterprise Architect for J2EE.

June 2018 Social at Duke's La Jolla
2018-06-19 17:30 - 19:30 | Duke’s La Jolla, 1216 Prospect Avenue, La Jolla, CA, 92037, United States
Dear Members:
Please help us continue an old tradition of our Association, and join your LJBA colleagues for an informal, no host, social gathering.
Duke’s (1216 Prospect Avenue) on Tuesday, June 19, 2018 at 5:30pm.
Please attend – to meet and greet; relax and chat; share and relieve the stress of the day; and to develop and solidify friendships and professional relationships.
Surely a win, win event! See you there!

June 2018 MCLE Luncheon with Mark Birge
2018-06-14 12:00 - 13:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Our next MCLE lunchtime program will be on Thursday, June 14, 2018, at 12:00 pm at the Manhattan of La Jolla restaurant (within the Empress Hotel at 7766 Fay Avenue).
We are very pleased to have Attorney, Certified Public Accountant and Personal Financial Specialist, MARK BIRGE, of Aldrich CPAs+Advisors, LLP, as this month’s speaker.
Mr. Birge will present “THE NEW TAX LAWS; HOW THEY WILL IMPACT YOU, YOUR BUSINESS, and YOUR CLIENTS”
This program will provide 1.0 hr general CLE credit.
Some Information about our speaker:
Mark Birge graduated from Washington State University, and received his Juris Doctorate from Willamette University Law School. He is a member of the Oregon State Bar and the American Institute of Public Accountants. In addition to being an attorney and certified public accountant, Mark holds specialty credential as a Personal Financial Specialist (PFS) from the American Institute of Certified Public Accountants (AICPA), which grants the PFS credential only to certified public accountants with significant personal financial planning education and experience.
Early in his career, Mark spent 10 years with a former “Big 8” accounting firm. In 1989, he joined the accounting and consulting firm of Aldrich CPAs+Advisors, LLP (then known as Aldrich Kilbride & Tattone, LLC), where he is a partner.
As the Aldrich firm expanded, Mark pioneered the opening of the firm’s first office outside of Salem, Oregon, into the Portland Metro area. That Portland Metro office has since become Aldrich’s largest office and its current headquarters. In addition to these Oregon offices, the firm has offices in Southern California, in the cities of Carlsbad, Escondido, San Diego, and Pasadena; and in Alaska, in the city of Anchorage.
At Aldrich, Mark provides tax and financial planning services to high-net-worth individuals, businesses and business owners through the firm’s Private Client group. He draws upon his accounting and financial services expertise in estate and succession planning, to provide strategic tax and personal financial planning services to the firms’s clients. He particularly enjoys helping clients identify their overall financial goals and objectives; advising them as to the estate planning and business succession strategies to be implemented; and helping them achieve those goals through his personal services and his access to a network of professional resources and relationships.
Mark is a frequent speaker to business and professional groups on tax, financial planning, and business succession matters.
Additional Information about our speaker:
https://aldrichadvisors.com/people/mark-birge/

La Jolla Bar Association, May 2018 MCLE Luncheon with Heather Linn Rosing
2018-05-10 12:00 - 14:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Our next MCLE lunchtime program will be on Thursday, May 10, 2018, at 12:00 pm at the Manhattan of La Jolla restaurant (within the Empress Hotel at 7766 Fay Avenue).
We are very pleased to have attorney HEATHER LINN ROSING of the Klinedinst firm as this month’s speaker.
Ms. Rosing will present “THE TOP TEN ETHICS-RELATED RISK MANAGEMENT TIPS FOR ATTORNEYS”
This program will provide 1.0 hr CLE credit in Ethics.

Some Information about our speaker:
Heather L. Rosing is a Shareholder and Chief Financial Officer of the Klinedinst law firm. She serves as Chairperson of the firm’s Professional Liability Department; as a member of the Klinedinst Board of Directors and Executive Committee; and as one of the managing attorneys of the 130 employee firm. In addition, she previously served as the firm’s General Counsel.
Ms. Rosing is certified as a specialist in Legal Malpractice Law by the State Bar of California Board of Legal Specialization, and has developed a nationwide reputation for her experience and skill in litigating complex malpractice and fraud cases and in advising in the areas of ethics and risk management. She has represented judges and commissioners in matters before the Commission on Judicial Performance, and advised judicial officers on matters pertaining to judicial ethics.
Ms. Rosing currently serves as President of the California Lawyers Association, and as President of the Board of Directors of the California Bar Foundation. She served on the Board of Trustees of the State Bar of California for four years, in addition to serving as an officer for two years.

Additional Information about our speaker:
About Heather Linn Rosing
Professional and Community Affiliations
Related News

La Jolla Bar Association, March 2018 MCLE Luncheon with Michael J. Roberts, Esq.
2018-03-08 12:00 - 14:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Please calendar Thursday, March 8, 2018 at 12:00 pm for our next MCLE lunchtime program, at the Manhattan of La Jolla restaurant (7766 Fay Avenue – inside the Empress Hotel).
We are very pleased to have MICHAEL J. ROBERTS, Esq. as our speaker for the March lunch meeting. Mr. Roberts, a Neutral with ADR Services, Inc., will give a presentation in the subject area of Mediation, including discussion of effective techniques and strategies for the mediation process. More detailed particulars for this program will follow in further announcement next week.
Mr. Roberts is a full-time mediator and arbitrator of over 25 years and is widely recognized for his expertise and resolve in settling complex and difficult cases in the areas of employment, construction, business, real estate and insurance.
He has served as a mediator and special master in over 4,000 cases with aggregate settlement in excess of $800 million; and received Daily Journal selection as one of California’s Top 50 Mediators in recognition of his accomplishments in mediating major financial controversies, complex multiparty and class action matters.
Mr. Roberts’ primary areas of mediation expertise are Employment; Construction; Business & Commercial; Real Estate; Insurance; Environmental; and Intellectual Property; but his presentation will address considerations applicable to mediation involving any type of dispute.
We hope that you will be able to attend our next lunchtime program (1.0 hr general CLE credit).
Click here, for more biographical information about our speaker, Michael J. Roberts, Esq.

La Jolla Bar Association, February 2018 MCLE Luncheon with Dean Stephen Ferruolo
2018-02-08 12:00 - 14:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Our next lunchtime MCLE program will be Thursday, February 8, 2018 at 12:00 pm, at the Manhattan of La Jolla restaurant (7766 Fay Avenue).
We are pleased to have STEPHEN FERRUOLO, Dean and Professor of Law at the University of San Diego School of Law as our speaker for the February lunch meeting. Dean Ferruolo will be giving a presentation in the subject area of Corporate & Business Law, focusing upon Recent Developments Regarding Attorneys’ Roles, Participation, Professional Responsibilities, and Liability Exposure in Corporate & Business Transactions. Dean Ferruolo will also include brief comment upon the current state of legal education in the United States.
Dean Ferruolo blends the highest levels of academic knowledge and practice experience into his areas of legal expertise. We hope that you will be able to attend this lunchtime program, as it is certain to be both interesting and substantive, and Q&A will be included.
The program is currently evaluated as providing 1.0 hr general CLE credit.

Information about our speaker:
Academic:
Dean Stephen Ferruolo graduated magna cum laude from Wesleyan University and was a Rhodes Scholar at Oxford University. He earned his PhD in History at Princeton University and his JD at Stanford University, where he graduated with honors, and was member of the Order of the Coif. From 1979 to 1987, he taught history as an assistant professor at Stanford University, during which period his work “The Origins of the University: The Schools of Paris and Their Critics” was published (Stanford University Press, 1985).
Professional:
Dean Ferruolo clerked for the Honorable Bruce M. Selya of the U.S. Court of Appeals for the First Circuit. He served as the founding partner and chair of the San Diego office of Goodwin Procter LLP; and he was also a partner and co-chair of the Corporate/VLG Practice Group at Heller Ehrman LLP in its Palo Alto, California and San Diego offices.
From 2003 to 2011, Dean Ferruolo served as vice president and general counsel of BIOCOM, the world’s largest regional life sciences association, and then as its vice chairman from 2011 to 2014.
Stephen Ferruolo was named dean of University of San Diego School of Law and joined the law school’s faculty in 2011. He specializes in the areas of business, corporate, securities regulation and biotech law. He advises USD’s National Transactional LawMeet® team and co-teaches business planning and in-house corporate counseling.

Additional Honors and Affiliations:
In 2006, BIOCOM awarded Dean Ferruolo with the William W. Otterson Service Award, presented for outstanding support of the life sciences industry in San Diego. The Daily Journal listed him as one of the “Top 25 Biotech Lawyers in California” for 2011. He was selected for inclusion in the Corporate Law, Leveraged Buyouts and Private Equity Law, and Venture Capital Law categories of The Best Lawyers in San Diego. Dean Ferruolo is listed in Chambers USA: America’s Leading Lawyers for Business in the Life Sciences category and in the biotechnology law category of The Best Lawyers in America. In October 2014, the Law Library Justice Foundation honored Dean Ferruolo with the 2014 Bernard E. Witkin Award for Excellence in Teaching of the Law.

La Jolla Bar Association, October 2017 MCLE Luncheon with Paul R. Greenwood
2017-10-12 12:00 - 2017-10-19 14:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Our next lunchtime MCLE program will be on Thursday, October 12, 2017, at 12:00 pm, at the Manhattan of La Jolla Restaurant, 7766 Fay Avenue (inside the Empress Hotel).
We are pleased to again have Deputy District Attorney Paul R. Greenwood as our speaker, who will present “Criminal Elder Abuse Law – Developments & Trends”
DDA Greenwood is an excellent speaker. He has dedicated his professional career to protection of the public, most specifically its elderly members, through focused investigation and prosecution of elder abuse crimes, and with unrelenting efforts to educate lawmakers, law enforcement personnel, public safety and fire personnel, medical service providers, financial services providers, senior groups and representatives, and all members of the public about these crimes, and the steps that each can take to prevent them. His elder abuse program at the District Attorney’s Office is widely acclaimed. There are many elderly residents of La Jolla and the neighboring region who are very susceptible to elder abuse, especially financial elder abuse. Therefore, this program has particular importance to our members and guests. Click here to read Paul’s full bio.
The program will provide 1.0 hr MCLE general credit to those attending.
We hope to see you next week for this important event.

La Jolla Bar Association, September 2017 MCLE Luncheon with Meredith Alcock
2017-09-14 12:00 - 14:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Our next lunchtime CLE program will be Thursday, September 14th, at Noon, at the Manhattan of La Jolla Restaurant (inside the Empress Hotel) at 7766 Fay Avenue.
We are pleased to have as our speaker, attorney MEREDITH ALCOCK, of the law firm of Abbene & Alcock, APC, who will present “RECENT DEVELOPMENTS OF INTEREST TO TRUSTS & ESTATES LAWYERS,” with its focus upon trusts and estates controversy matters.
The program will provide 1.0 hr CLE credit.

Some information about our speaker:
Meredith Alcock is a member of the law firm of Abbene & Alcock, APC, practicing in the trusts and estates area. She is certified as a specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization and has been continuously certified as a specialist for over 20 years. She is rated AV by Martindale-Hubbell. She is listed in the Best Lawyers in America referral guide, and was named as Best Lawyer’s 2012 San Diego Litigation – Trust & Estates Lawyer of the Year. She was named as one of the Top Attorneys for 2014 in Estate Planning, Probate and Trust law by the Daily Transcript. Her practice includes estate planning, trust administration, estate settlement (both trust and probate), and estate controversy matters. She has also mediated disputed trusts and estates matters.
As an undergraduate, she majored in history at Yale University, graduating cum laude with a B.A. degree in 1980. Following college, she taught European history to high school students at the Canterbury School in New Milford, Connecticut.
She attended law school at the University of San Diego, where she was a member of the San Diego Law Review. She graduated magna cum laude in December 1986 and was admitted to the California Bar in June 1987.
After graduating from law school, she worked for the law firm of Latham & Watkins in San Diego. She practiced both trusts and estates law and civil litigation while at Latham & Watkins. She joined the law firm of Haskins, Nugent, Newnham, Kane & Zvetina (later Nugent, Weinman, Abbene & Alcock) in 1989 and practiced with that firm until formation of her current firm in 2007.
Her experience in the trusts and estates area has included service as a member of the bar committee which advised the San Diego Probate Court regarding the revision of the local rules in 1989, and the successful defense of consolidated appeals in a reported case, Dawes v. Rich (1997) 60 Cal.App.4th 24.
She is a past president of the Thomas More Society of San Diego. She rows in the masters program at ZLAC Rowing Club in Pacific Beach and is a past president of that club and the current president of the ZLAC Foundation.

La Jolla Bar Association, July 2017 MCLE Luncheon with David C. Carr
2017-07-13 12:00 - 14:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
PLEASE CALENDAR next week’s lunchtime MCLE program on Thursday, July 13, 2017 at Noon. The location is the Manhattan of La Jolla Restaurant (inside the Empress Hotel) at 7766 Fay Avenue.

We are pleased to have attorney David C. Carr as our speaker, who will draw on his 30+ years experience in the areas of legal ethics and the “law of lawyering” (attorney discipline defense; bar admissions and reinstatement; attorney professional responsibility; law office management; and legal ethics advice) in presenting “Competence Issues” – to include interactive discussion of such topics as:

Relevant Rules of Professional Conduct on Competence and Communication;
Distinctions Between Malpractice and Discipline Standards;
Interplay with Law Office Management Issues;
Duty to Supervise Subordinate Lawyers; and
Changes to Law in New Proposed Rules of Professional Conduct (pending before Supreme Court)

Click here, for an outline of David’s presentation.
Click here, for David’s powerpoint presentation.

Additional Information about David C. Carr:
Attorney David Cameron Carr specializes in legal ethics and the “law of lawyering,” including attorney discipline defense; bar admissions and reinstatement; attorney professional responsibility; law office management; and legal ethics advice.
A graduate of UCLA (1978) and Loyola Law School in Los Angeles (1986), David initially practiced commercial law and business litigation before he joined the State Bar of California as a staff attorney in 1989. David worked 4 years with State Bar discipline system oversight, including service as counsel to the State Bar’s audit and review panel. David also served on the National Organization of Bar Counsel’s Advisory Committee to the ABA’s McKay Commission on discipline enforcement during 1991.
David became a Deputy Trial Counsel in the State Bar’s discipline prosecutor’s office in 1992, where he tried discipline, admissions and reinstatement cases before the State Bar Court Hearing Department. David’s responsibilities expanded to appellate advocacy before the State Bar Court’s Review Department, where his work resulted in multiple published decisions from 1997 to 2000.
Following shutdown of the State Bar in 1998 (after veto of the State Bar dues bill by former Governor Wilson), David worked as an unpaid volunteer in the discipline system. As amicus counsel, he argued to the California Supreme Court to have a special master appointed to oversee discipline system spending, which idea the Supreme Court adopted in its decision to revive the discipline system (In re Attorney Discipline System (1998) 19 Cal.4th 582.)
In 1999, David became Assistant Chief Trial Counsel and manager of the general trials unit in Los Angeles, where he also worked on discipline policy issues as the Chief Trial Counsel’s liaison with the State Bar’s Committee on Professional Responsibility and Conduct (COPRAC) and the State Bar Court Executive Committee.
David returned to private practice, and his hometown of San Diego in 2002, where he is an active member of the San Diego County Bar Association’s Legal Ethics Committee. David is a member of the Association of Professional Responsibility Lawyers (APRL); the ABA Center for Professional Responsibility; and the Association of Discipline Defense Counsel, where he served as President from 2008-2011.

Experience

Private Practice Representing Attorneys and Bar Applicants Since 2001
Senior Counsel Klinedinst PC 2016- June, 2017
Adjunct Faculty, Thomas Jefferson School of Law, Spring 2017
State Bar of California 1989-2001
Assistant Chief Trial Counsel, Manager 1999-2001
Deputy Trial Counsel, Discipline Prosecutor 1992-1999
Staff Attorney, Audit and Review 1989-1992
Business Litigation, Commercial Law and Bankruptcy Practice 1986-1989

Bar Admission

Admitted to State Bar of California December 1986
Admitted in the Southern, Central and Northern Federal District Courts, California

Education

Loyola Law School, Los Angeles J.D. 1986
UCLA B.A. History 1977
Borrego Springs High School 1973

Professional Associations

Association of Discipline Defense Counsel
Association of Professional Responsibility Lawyers
Legal Ethics Committee, San Diego County Bar Association
Center for Professional Responsibility, American Bar Association

This presentation will provide 1.0 hour MCLE credit for the “COMPETENCE” subject area, as required by the California State Bar.
David gave a great presentation to us in 2014 on Substance Abuse and Depression in the Legal Profession, so we are delighted to have him back.
We hope to see you next week for this event!

La Jolla Bar Association, June 2017 MCLE Luncheon with Lesa Christenson
2017-06-08 12:00 - 14:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Our next MCLE lunchtime program will be Thursday, June 8th, at noon, at the Manhattan of La Jolla Restaurant – inside the Empress Hotel, at 7766 Fay Avenue.
We are pleased to welcome Lesa Christenson, Certified Family Law Specialist, as our upcoming speaker for our June MCLE luncheon. Ms. Christenson will present “What Every Lawyer Should Know About Family Law.”
Ms. Christenson’s presentation topics will include:

Overview of the Family Law Court;
Issues arising in the marriage dissolution proceeding, including marital termination status; child custody and visitation; child support; spousal support; property and debt characterization; and attorneys fees;
Stages of the marital dissolution process in Family Law Court, including the pleadings; motions for interim orders; financial disclosure requirements and documentation; mediation processes; the availability and use of discovery; the settlement negotiation process and documenting the marital settlement agreement; trial of issues in family law court in absence of settlement; and post-judgment issues and modification; and
Common questions arising during the course of a marriage dissolution proceeding

Regardless of your practice area, understanding of the Family Law Court role and function, and the process your clients face when involved in a marriage dissolution, will assist your representation as to their other legal needs.
We hope to see you this week on Thursday for this informative MCLE event (general credit of 1.0 hr).
Information about our speaker:
Lesa Christenson, APC, is founding partner of ABC Family Law, a law firm whose attorneys handle Family Law matters of every nature and type, from those involving sophisticated financial, business and valuation issues, to those requiring resolution of emotionally charged and complex custody disputes.
Ms. Christenson is a Certified Family Law Specialist, State Bar of California Board of Legal Specialization. Since founding ABC Family Law in 2000, Lesa has been committed to providing her clients with the education, structure and support needed to navigate the complexities of the family law legal system, both during the dissolution process, and after with post-dissolution events.
A hallmark of Ms. Christenson’s family law practice is her use of a written Case Plan to assist her clients in understanding all the requisite steps involved in their cases. Lesa has found that this assists her clients to make well informed choices during the process, and provides insights toward planning for their new life, post-divorce.
Lesa has achieved an AV rating from Martindale–Hubbell. She frequently gives family law presentations to bar associations and professional groups, and has previously spoken on this subject matter to the California Women Lawyers and the San Diego County Bar Association, and now shares her knowldge with our own La Jolla Bar Association. She is the author of “What Every Lawyer Needs to Know about Family Law.”
Some additional information regarding Ms. Christenson’s recognitions, affiliations and publications:
Honors

2008-2012, 2013 (Nominee), 2014 – 2016 San Diego Super Lawyers®
2007-2012, 2013 (Nominee), 2014, 2015 San Diego Daily Transcript Top Attorney (Family Law)
2014, 2015 San Diego Magazine Top Family Law Attorney
2009 “Transcript Ten,” San Diego Daily Transcript

Affiliations

Member, State Bar of California
Member, San Diego County Bar Association
Member, Executive Committee, Certified Family Law Specialists, San Diego County Bar Association Family Law Section, 2002
Member, Lawyers Club of San Diego
Board, Lawyers Club of San Diego, 1997-2000
Vice President, Lawyers Club of San Diego, 1999-2000

Authorship

“How I Got 100 Client Referrals in Six Months,” Lawyers Club Newsletter, December 1998 and January 1999
“What Every Lawyer Needs to Know About Family Law” (MCLE accredited)

Click here to view Ms. Christenson’s outline for the upcoming lecture.

La Jolla Bar Association, May 2017 MCLE Luncheon with Alan Lautanen
2017-05-11 12:00 - 14:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Thursday, May 11th, noon, the Manhattan of La Jolla restaurant—inside the Empress Hotel, 7766 Fay Avenue.

Click here for Mr. Lautanen’s presentation program outline from the May 11, 2017 luncheon.

We were very pleased that our May speaker was Alan Lautanen, Esq., from the law firm of Henderson, Caverly, Pum & Charney LLP. Mr. Lautanen spoke to us on property tax problems in real estate transactions, including issues with transfer taxes and reassessment on real property transfers. A clear understanding of the California transfer tax framework is required to avoid unnecessary confusion, delay, and expense in California real property transfers involving family members, trusts, and entities and Mr. Lautanen is a recognized expert in this area.
Alan Lautanen, Esq.’s Biography
W. Alan Lautanen is a partner in the Tax Controversies and Planning Group at Henderson, Caverly, Pum & Charney LLP. Mr. Lautanen represents the Firm’s clients in federal, California, and local tax controversies and tax planning.
Mr. Lautanen is widely known for his property tax expertise, having represented publicly held and other companies in the health care, life sciences, energy, airline, medical research, communication, entertainment, manufacturing and real estate industries in their California property tax matters. Mr. Lautanen has represented clients in administrative property tax appeals and property tax litigation in San Diego, Los Angeles, Orange, Kern, Riverside, San Bernardino, Santa Clara and numerous other California counties. He has extensive knowledge of the appeal procedures in place throughout California.
Mr. Lautanen also has substantial experience in corporate and partnership restructuring, business sales, and real estate matters.
Mr. Lautanen earned a bachelor’s degree from Kent State University in 1975 and his law degree from Duke University in 1980. While at Duke, he served on the Editorial Board of the Duke Law Journal. Prior to practicing law, Mr. Lautanen practiced as a Certified Public Accountant with the Haskins & Sells “Big 8” public accounting firm.
Mr. Lautanen served as an adjunct professor at California Western School of Law and has spoken and written extensively on various tax issues. Mr. Lautanen is admitted to the United States Tax Court and the United States Claims Court, the United States District Court for the Southern District of California. Mr. Lautanen’s reported cases include the following:

SeaWorld, Inc. v.County of San Diego, 27 Cal. App. 4th 1390 (1994)
Scripps Clinic & Research Foundation v. County of San Diego, 53 Cal. App. 4th 402 (1997)
Harbor Cove Marina Partners v. Commissioner, 123 T.C. 64 (2004)
Bangs v. Commissioner, T.C. Memo 2006-83
Fargo v. Commissioner, T.C. Memo 2015-96 (2015)

In addition to his many professional achievements, Mr. Lautanen has been active with a number of civic and charitable organizations, including the Boy Scouts of America.

Click here for Mr. Lautanen’s presentation program outline from the May 11, 2017 luncheon.

La Jolla Bar Association, March 2017 MCLE Luncheon with Summer Stephan
2017-03-09 12:00 - 14:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Our next MCLE lunchtime program will be Thursday, March 9th, at noon, at the Manhattan of La Jolla restaurant (inside the Empress Hotel, 7766 Fay Avenue).
We are very pleased that our March speaker will be Summer Stephan, Chief Deputy District Attorney for San Diego County. Ms. Stephan will present a program entitled, “The Laws and Challenges of Human Trafficking – San Diego’s Combat Plan”.
This program will provide 1.0 hour continuing education credit for the California State Bar and 1.0 hour in required subject area of “Recognition and Elimination of Bias in the Legal Profession and Society.”
Some information about our speaker:
Summer Stephan has served San Diego County as a Deputy District Attorney for 27 years, and has tried more than 100 jury trials, including special circumstance homicides, sexually violent predators, child molestation, sexual assault, child abuse, school shooting, assault on peace officers, and human trafficking-related cases.
During her career as a prosecutor, Ms. Stephan has received numerous appointments, awards and commendations, including among them:

Appointment to Chief of the District Attorney’s Office North County Branch;
Appointment to Chief of the Sex Crimes and Human Trafficking Division;
Appointment to Chief Deputy District Attorney for San Diego County (2012 to present);
Recipient of FBI commendation for organized crime prosecution;
Recipient D.A. Outstanding Achievement award – special circumstance homicide prosecution;
Recipient of the Chuck Nickel Awards for professional excellence and statewide impact in public safety by the San Diego County Deputy District Attorneys Association
Recipient of the Angel of Anti-Human Trafficking and “Modern Day Abolitionist” award;
Recipient of commendation (2014) by City of San Diego Mayor Kevin Faulconer as Commission Partner for creating positive change in the community (2014);
Recipient of the “2016 Public Safety Leadership Award” by San Diegans Against Crime;
Recipient of the 2016 “Spirit of the Community” Junior League award; and
Recipient of the 2016 “Voices for Justice” award by the Interfaith Center for Worker Justice.

Ms. Stephan was selected to serve on the Governor’s Task Force for High-Risk Sex Offenders and Sexually-Violent Predators that created statewide policy in this area of law. She spearheaded the “Know the Price” campaign, which focused on reducing sexual assaults of college students. Ms. Stephan led the award-winning “The Ugly Truth” Human Trafficking Campaign; and she chairs the Task Force on Threats of Targeted Violence to our schools and community. She also serves as Chair of the County of San Diego Human Trafficking and Commercial Sexual Exploitation of Children Advisory Council; is Co-Chair of the California District Attorneys Association Human Trafficking Committee; and she chairs the Women Prosecutors of the National District Attorneys Association, Human Trafficking Committee.
For additional information about Ms. Stephan, click here.
This is certain to be an excellent and dynamic program.
We hope to see you on Thursday, March 9th at noon for this event!

La Jolla Bar Association, February 2017 MCLE Luncheon
2017-02-09 12:00 - 14:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Our monthly MCLE lunchtime program will be Thursday, February 9th, at noon, at the Manhattan of La Jolla Restaurant (part of the Empress Hotel @ 7766 Fay Avenue).
Our speaker this month, MARC D. ADELMAN, ESQ., is the former President of the State Bar of California (1997-1998) and the San Diego County Bar Association (1989), and a Certified Legal Specialist in Legal Malpractice Law. Mr. Adelman will present an MCLE program entitled Ethics of Fee Agreements and Client Intakes. Mr. Adelman’s presentation will include, among other areas, a discussion of:

The ethics of fee agreements and their essential terms.
The importance of rejection letters.
The importance of establishing strong, professional client relationships.
What happens when client relations deteriorate.
What to do if a client doesn’t pay attorney’s fees.
Other areas that can trigger a legal malpractice claim, even for conscientious attorneys.

This presentation will provide 1.0 hour of MCLE credit, including 1.0 of the State Bar mandated area of Legal Ethics. Mr. Adelman is a wonderful speaker and this is certain to be a well-attended event. Based upon preliminary feedback, it might prove to be another “standing room only” presentation, so consider arriving a few minutes earlier than usual, if you able to do so.
Information about our speaker:
Marc Adelman is a Certified Legal Specialist in Legal Malpractice Law, California State Bar Board of Legal Specialization, with 39 years litigation experience in the fields of Personal Injury, Insurance, Professional Negligence, Estate and Tort litigation. He is an expert witness, consultant and lecturer on the appropriate standards of care for solo and small firm practitioners in Legal Malpractice actions; a former Vice President and Chairman of the California State Bar Committee on Regulation and Discipline; and a former chairman of its Legal Committee (which manages the State Bar’s litigation matters). Additionally, Mr. Adelman serves as a panel member for the American Arbitration Association, the Kaiser Permanente Neutral Arbitration Program, and the Superior Court’s Probate Mediation and Arbitration Programs; and he has served as a mediator, hearing officer, and Judge Pro Tem for the Superior Court of the County of San Diego.
For 20 years Mr. Adelman has been a Lecturer and Adjunct Professor at the University of San Diego School of Law, the California Western School of Law, and the Thomas Jefferson School of Law. He holds a preeminent Rating by Martindale-Hubbell, and has been recognized and honored for his contributions to the profession throughout his career. To highlight but a very few of these: San Diego Magazine Top Lawyers (2013, 2014, 2015, and 2016); L.A. Times Southern California Top Lawyers (2013, 2014, 2015, 2016); SDCBA Legal Professional of the Year (1985 and 1999); SDCBA “Legends of the San Diego County Bar;” The Law Library Justice Foundation Bernard Witkin Award (1998); “Citizen of the Year” recognition by the San Diego Jr. Chamber of Commerce (1985).
To view and download the materials for this MCLE program, click here.
To read Marc D. Adelman’s full biography, click here.
We hope to see you on Thursday, February 9th for this important lunchtime MCLE program!

La Jolla Bar Association, January MCLE Luncheon
2017-01-12 12:00 - 14:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Please calendar Thursday, January 12th at Noon for our first lunchtime MCLE program of 2017, at the Manhattan of La Jolla restaurant (inside the Empress Hotel – 7766 Fay Avenue). We are pleased that our January speaker will be Professor Justin P. Brooks, Executive Director, Institute for Criminal Defense Advocacy; Professor of Law at California Western School of Law for its LL.M. in Trial Advocacy program; and Director, California Innocence Project.
Professor Brooks’ presentation will be CAUSES OF WRONGFUL CONVICTION AND THE SUCCESSES OF THE CALIFORNIA INNOCENCE PROJECT.
This will be an interesting, informative and insightful program that you will not want to miss, regardless of your practice area. Please ensure that you have this on calendar for this coming Thursday!
Further information about our speaker:
Justin Brooks is the Director and Co-Founder of the California Innocence Project. Prior to coming to California, he practiced as a criminal defense attorney in Washington D.C., Michigan, and Illinois and over the course of his career he has served as counsel on several high profile criminal cases. He has been recognized several times by the Los Angeles Daily Journal as one of the Top 100 Lawyers in California. In 2010 and 2012, California Lawyer Magazine recognized him with the “Lawyer of the Year” award. Justin began his teaching career as a Fellow at Georgetown Law Center in 1990. He continued to teach at Georgetown after his fellowship ended and served as Associate Director of Georgetown’s Corrections Clinic. In 1993, he began teaching at Thomas M. Cooley Law School where he taught criminal law, criminal procedure, death penalty law, and law and literature. He directed the moot court program, coached the law school’s first National Championship moot court team, and supervised a death penalty clinical program. Justin has worked extensively in Latin America training lawyers for the past 20 years. Justin co-founded Red Inocente, an organization devoted to founding and supporting innocence organizations in Latin American, including: the Puerto Rico Innocence Project, Mexico Innocence Project, Chilean Innocence Project, Colombian Innocence Project, and Argentinian Innocence Project. Justin is a tenured professor at California Western School of Law. He is the author of the only legal casebook devoted to the topic of wrongful convictions.
Additional Information:
Click here for the California Innocence Project Handout
Click here for the California Innocence Project Presentation Slides

La Jolla Bar Association, November MCLE Luncheon
2016-11-04 12:00 - 14:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
Our next LJBA lunchtime MCLE program will be Thursday, November 10th at 12:00 noon, at the Manhattan of La Jolla restaurant (within the Empress Hotel @ 7766 Fay Avenue).
We are pleased to have the Honorable Peter C. Deddeh, Judge of the Superior Court for San Diego County, as our speaker this month, who will present an “Overview of the Superior Court’s Transition into the New Courthouse.”
Judge Deddeh’s presentation will cover a multitude of issues, past, present and future, which will impact the San Diego Superior Court’s civil and criminal case administration, personnel, and operations, which issues are of great importance to attorneys and the public. The presentation will address steps that have been taken by the court to achieve more cost-effective and efficient operations as it transitions to the new downtown courthouse, including discussion of the court’s efforts and success in reducing the civil case backlog over the past three years, and the steps taken to improve the court’s Case Management System, particularly in the areas of electronic filing, appeals processing, and staff training on Unlawful Detainer procedures and processes. This will surely be an interesting and informative presentation.
Judge Deddeh’s presentation will provide 1.0 hour of MCLE credit.
Click here to view the written material for the presentation.
Some information about our speaker:
Judge Peter C. Deddeh was appointed to the San Diego County Superior Court in June 1998 by Governor Pete Wilson and was re-elected 2012. He currently serves as Assistant Presiding Judge of the Court’s Central Division through 2017 and will serve as its Presiding Judge for 2018 and 2019. He previously was Supervising Judge of the Court’s East County Division (2007-2011); Presiding Judge of the Court’s Appellate Panel (2007); and Criminal Presiding Judge for the Court’s San Diego (2001-2005) and Vista (1998-2000) divisions. Judge Deddeh has also served on the California Judges Association Board of Directors (2007-2010).
Prior to joining the Superior Court bench, Judge Deddeh was a DDA with the San Diego County District Attorney’s Office (1983-1998), during which time he prosecuted numerous felony and misdemeanor cases, with a large number being violent street gang offenses, of which 15 were gang murder jury trials.
In addition to his work at the Courthouse, Judge Deddeh presides over Homeless Court sessions at St. Vincent De Paul Village and the Vietnam Veterans of San Diego Homeless Shelter.
Judge Deddeh is a graduate of the University of California, Santa Barbara (BA, History/Political Science, 1978), and of the University of San Diego School of Law (JD, 1982).

La Jolla Bar Association, October MCLE Luncheon
2016-10-13 12:00 - 14:00 | Manhattan Restaurant at the Empress Hotel, 7766 Fay Avenue, La Jolla, CA, 92037, United States
The next LJBA lunchtime MCLE program will be Thursday, October 13th at 12:00 noon, at the Manhattan of La Jolla restaurant (within the Empress Hotel @ 7766 Fay Avenue).
We are pleased to have forensic accounting expert, Gary L. Howard, CPA, as our speaker this month, presenting: “Accounting and Taxation for Attorneys: The Issues That Will Hound You When the IRS Has Found You”.
This program will include discussion of deduction rules – what you may deduct from income, and what you may not; legal requirements for filing of Information Returns; Foreign Reporting Requirements – what reports must you file for bank accounts, financial accounts and other assets held outside the United States (and the downside if you fail to file); and IRS Examinations – an overview of the examination process; and audit issues for attorneys.
Some information about our speaker:
Gary L. Howard and his accounting firm, G.L. Howard and Company CPAs, LLP (Los Alamitos, California) have focused on litigation support and forensic accounting for over twenty years. Mr. Howard received his B.A. in Economics and Accounting from California State University, Fullerton, and his M.S. in Taxation from Golden Gate University, San Francisco.
Mr. Howard and his firm work with attorneys throughout Southern California on litigation and tax controversy matters of all sizes. Their practice focus is litigation support, and Mr. Howard regularly acts as an expert witness, analyzing and quantifying economic damages in a variety of cases, including: complex high-risk cases; complicated tax controversy matters (both civil and criminal); cases involving alter ego issues; voluntary disclosure cases; and economic damages cases. He is a frequent speaker regarding tax controversy matters at AICPA and American Bar Association Conferences.
This is certain to be an interesting and informative program, and we look forward to seeing you on October 13th.
Click here for an outline of materials to be presented:
Accounting and Taxation for Attorneys
