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Schedule for Saturday for the Solo Summit

The State Bar of California
California Solo & Small Firm Summit
June 19 – 21, 2014
Newport Beach Marriott Hotel & Spa
900 Newport Center Drive,
Newport Beach, CA 92660

Event Time

Continental Breakfast and General Session

(25) The Forecast Calls For Clouds: How to Ethically Use the Cloud

This program will cover a brief overview of what the cloud really is and an in depth discussion about how to use the cloud ethically. The cloud is a very safe place to work, most of the time even safer than anything any solo or small firm could do on their own. Learn to ask the right questions when you’re looking for a cloud provider in order to ensure you are complying with ethic requirements.

MCLE: 1.0 Hour Legal Ethics

Speaker: Matt Spiegel

7:15 a.m. - 8:15 a.m.

Concurrent Sessions

(26) Trust Administration 101

Introduction to Administering a Revocable Living Trust after the Settlor dies. The program will outline the basics of post death administration of a small to medium size trust.

MCLE: 1.0 Hour General

Legal Specialization: 1 Hour Estate Planning, Trust and Probate Law

Speaker: Jana Ellerman

(27) Criminal Law 101: Maneuvering Around the Court With Your First Case

This is a basic introduction to handling your first criminal law case from arraignment, bail review, settlement conferences, motions to trial.

MCLE: 1.0 Hour General

Legal Specialization: 1.0 Hour Criminal Law

Speakers: Robyn Chew; Hon. Darrell Mavis; Terry Wiley

(28) Introduction to and Recent Developments in IP Law

Primarily focused on introduction to types of IP and developments in patents, trademarks, copyright, trade secrets and internet law. Program mainly aims at non-IP practitioners, but includes some material that may be of interest to IP practitioners as well.

MCLE: 1.0 Hour General

Speaker: Glenn E. Von Tersch

8:30 a.m. - 9:30 a.m.

Concurrent Sessions

(29) Social Media Evidence: How to Obtain, Use and Present Evidence Ethically

Attendees will learn how to use social media (such as LinkedIn and Facebook) as an informal discovery process, how to use the evidence gathered at depositions and trial and when their tactics may constitute a violation of the Rules of Professional Conduct.

MCLE: 1.0 Hour Ethics

Speaker: Marissa Lyftogt

(30) Introduction of Evidence in Court: Exhibits, Foundation and Other Evidentiary Issues

This is a basic seminar on how to introduce evidence in court, how to make objections to evidence which is improper and other issues that may take place during court proceedings in your case.

MCLE: 1.0 Hour General

Legal Specialization: 1.0 Hour Criminal Law

Speakers: Hon. Beverly Bourne; Allen Yochelson

(31) The Year In Review: An Overview of Recent Employment Law Cases

A distinguished defense employment attorney, Anthony J. Oncidi, and a prominent plaintiff employment lawyer, Andrew H. Friedman, will reprise their annual update on the latest and greatest employment law cases highlighting those cases that are of most importance to the employment practitioner whether plaintiff, defense or neutral.

MCLE: 1.0 Hour General

Speakers: Anthony J. Oncidi; Andrew H. Friedman

9:45 a.m. - 10:45 a.m.

Concurrent Sessions

(32) Leveraging Technology to Beat the Big Guys in the Discovery Game

Panel presentation of the rules and new technologies pertaining to ESI (electronically stored information) that will level the playing field to allow a solo or small firm attorney to “go toe-to-toe” with a large law firm throughout the discovery process -- even during the most complex and voluminous litigation. The speakers discuss cutting edge litigation technology advancements which translate to cost savings and more streamlined management of electronically stored information. New technology trends discussed include computer assisted review, analytics, the latest trends with computer forensics and automating litigation hold policies among others.

MCLE: 1.0 Hour Ethics

Speakers: Alex Lubarsky; Perry Segal

(33) Trial Publicity: Beyond the Headlines, What Can You Ethically Say About Your Big Case?

This presentation will cover permissible statements in and out of the courtroom, on and offline, and the ethical recourse you may have in responding to unfair adverse publicity. It will cover gag orders, due process issues, California Rules of Professional Conduct, ABA Model Rules, and relevant ethics opinions. In addition to covering applicable legal and ethical rules, this program will also address the practical reality of how ethical dilemmas involving trial publicity commonly arise, how to see them coming, and how they can be addressed.

MCLE: 1.0 Hour Ethics

Legal Specialization: 1.0 Hour Criminal Law

Speakers: Wendy Patrick; Michael Begovich

(34) Bankruptcy and Dissolution

This program will examine the intersection of bankruptcy and family law.

MCLE: 1.0 Hour General

Legal Specialization: 1 Hour Bankruptcy Law; 1 Hour Family Law

Speaker: Radmilla Fulton

11 a.m. - 12 noon