CLE Courses

MCLE course credit not available for courses more than 5 years old, even if a certificate is generated.

COVID-19 QDRO Topics

This presentation by David T. Ruegg and John C. Madden covers the CARES Act impact on retirement accounts, drafting marital settlement agreements properly for fixed dollar awards, understanding the impact of valuation dates, actuary reports, discount rates, separate property tracings and how volatile markets should impact your analysis of these concepts.

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Returning to the Office: What California Employers Should Know

Employers are encouraged to review employment practices and policies to account for the new employment landscape created by COVID-19.  This webinar will discuss important issues for employers to consider such as: complying with local, state and federal workplace safety and reopening requirements; establishing comprehensive return to work protocols; managing legal risks with temperature checks and other tests; providing employees with time off work and legally required leaves of absence; managing employees who refuse to return to work; providing employees with expanded workers’ compensation benefits for COVID-19; and preventing anticipated employment litigation. Join Procopio Labor and Employment Team Leader Marie Burke Kenny as she shares practical guidance so that your business will be ready to confront anticipated challenges as you prepare for success in 2020.

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What Family Law Professionals Can DO About Gun Violence

The current pandemic crisis has a variety of implications for families and their attorneys. Stay-at-home orders have increased isolation for those living with domestic violence and created significant psychological and economic stress for many. The intersection of this current crisis with another public health issue—gun violence—has particular challenges for families. This webinar covers critical issues related to gun violence prevention and gun safety legal issues during this challenging time and addresses what family law attorneys can do to help increase safety and decrease risk for themselves and their clients. Julia Weber, a California attorney and social worker, is the Implementation Director for Giffords Law Center to Prevent Gun Violence.

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Dealing with Business Interests During the Economic Crisis

Before the economic crisis, closely held businesses were valued and nearly always awarded to the operating spouse. Now, it may be impossible to value the business and the liquidity for a buy-out has dried up. Deferred division may be the new normal, requiring spouses to continue their co-ownership. In this discussion led by Christopher C. Melcher, he explores the legal challenges, tax issues, and valuation problems when exes have to stay in the business. This was a Zoom Presentation.

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Mortgage Financing Strategies in Divorce

This presentation covers what you need to know about mortgages in the divorce settlement process such as leveraging the mortgage as a settlement tool, key lender guidelines and creative workarounds, MSA verbiage, and case studies. This presentation also addresses key mortgage considerations during divorce, characteristics of divorce specific lender guidelines, and loan approval strategies to help your clients obtain financing and provides guidance on topics such as: identifying the 3 primary loan buckets and key distinctions; implications of recent tax reform; how support structuring impacts loan qualification and the ‘qualified borrower’; case studies highlighting strategies for navigating lender requirements and utilizing the mortgage as a settlement tool; and Marital Settlement Agreement language to ensure successful financing. Ross Garcia, CDLP, and Jason Crowley, CFA, CFP, CDFA.

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CCP Sanction 128.5/.7 Motions: Learning New Sanction Options

Paul Nathan, Esq., provides a detailed overview of sanction motions under CCP 128.5 and 128.7. He explains the differences between the code sections and provides examples in which each section is applicable. He presents the pros and cons of using CCP sanction requests versus requests under the Family Code. Paul, who is based in Tiburon, has an extensive background in civil litigation but also has a niche practice in that he represents women in family law matters related to financial and discovery issues.

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“Issues in Apportionment of Assets: Equity Compensation and Real Property”

Mr. Stegner and Ms. McFarlin discuss various types of equity and real property apportionment between community and separate property. They analyze the documents needed to make such calculations as well as the methods used to make such apportionment (Hug / Nelson / Sequential) as well as Moore /Marsden and Branco calculations. Jeff Stegner CPA-ABV has over 30 years’ experience in accounting, the last 20+ focused on forensic accounting and business valuation.  He has been qualified as an expert in all SF Bay Area counties and been retained in well over 1,000 cases. Ms. Natalie McFarlin CPA-ABV has over 10 years’ experience in forensic accounting and business valuation and has also been qualified as an expert in most Bay Area courts.

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Domestic Violence Law: A Review of Recent Cases

Discussion of recent domestic violence cases.  After a brief discussion of appeals in family law cases, Attorney Vasan discusses recent restraining order cases: Lugo v. Corona, Molinaro v. Molinaro, N.T. v. H.T., Herriott v. Herriott, Marriage of Ankola, and Tanguilig v. Valdez. The presentation then turns to custody and visitation and the following cases:  In re C. M., Marriage of C.T. and R.B., Marriage of McKean, Darab N. v. Olivera, and Marriage of Anka v. Yeager. Finally, Attorney Vasan discusses recent criminal cases involving domestic violence:  U.S. v. Lopez, People v. Sexton, People v. Brackins, and People v. Caceras. The materials include the PowerPoint handouts.

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