2017 CLE Schedule

2017 CLE & Events

September 7, 2017
Liability MSAs & Government Benefits

Pre-CLE Social from 4:30 p.m. to 5:00 p.m. (free food & drinks)
Seminar from 5:00 to 7:00 p.m.
Location – Downtown San Jose Westin (formerly St. Claire Hotel)

Joe Anderson, Medivest, Rick Bishop, and Will Lindahl will discuss the new changes related LMSAs & Medicare. We will also discuss strategies related to dealing with all types of government benefit programs, not just Medicare. A growing number of claimants are now considered “dual-eligible” meaning they have access to more than one government benefit like SSI, Medi-Cal, SSDI, or Medicare. The seminar will cover scenarios and best practices.

October 5, 2017
My Case is Settling! Now What?

Pre-CLE Social from 4:30 p.m. to 5:00 p.m. (free food & drinks)
Seminar from 5:00 to 7:00 p.m.
Location – Downtown San Jose Westin (formerly St. Claire Hotel)

Matt Herrick, Ken Zuber, and Rick Bishop will focus on assisting trial lawyers with all matters related to finalizing the settlement of their cases. Topics to be addressed will include:
* Settlement Agreements and Releases
* Minor’s and Disabled Persons Petitions – What We Are Seeing in Santa Clara County This Year (Local Rules)
* Liens (Medi-Cal, ERISA)
* Medicare Set-Asides
* Attorney Fee Declarations and Attorney Fee Agreements
* Trusts (Living, Minor’s Settlement and Special Needs)
* UTMAs (Uniform Transfer to Minor’s Act)
* Blocked Accounts
* Annuities/Structured Settlements
* Public Benefits Preservation
* Fee Structures (Important New Developments in This Area)
* Predators/Creditors and Pitfalls for Clients

October 20, 2017
SCCTLA Belli Seminar
Seminar from 9:00 a.m. to 3:00 p.m.
Location – Downtown San Jose Westin (formerly St. Claire Hotel)

A venue for trial lawyers, consultants, and experts to share cutting-edge trial strategies, tactics and techniques. Presenters TBA

November 2, 2017
Noon to 1:15 p.m.
Lincoln Law School
Program TBA

December 6, 2017
5:00 p.m. to 7:30 p.m.
The Loft, Downtown San Jose
Annual Holiday Party & Trial Lawyer Awards

January 31, 2018 
35th Annual What’s New in Tort & Trial, 2017 in Review
Presenters: TBA
A must attend seminar if your practice includes ANY plaintiff or defense civil cases. A comprehensive review of the new 2017 statutes and judicial decisions that affect tort liability and civil procedure in year 2018 and beyond.
6:00 PM – 9:15 PM Tort and Trial Program
5:00 PM – 6:00 PM Light Dinner
4:00 PM – 5:00 PM Bonus CLE Program – TBA