Northern California Forum

Welcome to the Northern California Forum's web page. I look forward to seeing you at our next meeting. Please feel free to e-mail me with any questions that you might have about becoming more involved or joining our Forum.


-- Jeb Burton

jburton@lawburton.com

 


  Upcoming Northern California Events

Date: 9/12/2014
Time: 10:00am - 3:00pm
Price: $125 for WC members; $195 for non-members
Location: 
Sheraton Sonoma County - Petaluma
745 Baywood Drive
Petaluma, California 94954

REGISTER HERE

Register now for the Northern California Forum Meeting. On September 12, your local peers will join together to exchange ideas and best practices as they learn relevant CE. The next meeting will focus on: 

Myths Believed by Small Professional Law Firms Plus Need-to-Know Human Resource Laws presented by Judy Pearce, Esq. 
Using real examples from small firms, Judy will discuss and answer questions on these timely issues:
  • Rules and regs you need to commit to memory
  • Proactive suggestions for reducing legal risks
  • The latest in recruiting
  • Whether to terminate or not to terminate
Tips & Tricks: Using WealthDocx to Draft Estate Planning Documents presented by Blair Janis, J.D.
This presentation will present various techniques for more efficiently and effectively drafting estate planning documents using the WealthDocx drafting system.  This includes best practices and tips regarding the use of:
  • Preferences
  • Scenarios
  • Word Styles and Formatting
  • The WealthCounsel Ribbon
  • Customization
  • plus plenty of time for Q&A to address your specific questions
Law Practice Technology for your Estate Planning Practice presented by Blair Janis, J.D. 
There are a multitude of options when it comes to selecting technology for your law practice.  In this presentation you will learn about the different types of technology available to you, the benefits and risks associated with those technologies, and techniques for effectively selecting and using the technology that is right for you.

Best Practices Roundtable Discussion led by Jeb Burton, Esq. 


About the Speakers
Judy Pearce practiced employment litigation law at Gibson, Dunn & Crutcher and Wilson Sonsini Goodrich and Rosati before becoming Intel’s Human Resources Attorney. In 1990, she established a private practice as a human resources consultant and attorney. Judy was the first HR consultant and attorney at Google when it had 40 employees.

Blair Janis is the Technology Director at WealthCounsel. Blair has over 20 years of system development experience in various industries including higher education, telephony, aviation, government, and legal. Prior to joining WealthCounsel in May 2007, Blair was the Practice Applications Manager at Ballard, Spahr, Andrews & Ingersoll, where he developed and applied practice-specific technology for the firm's 450+ attorneys. Blair received his JD, cum laude, in April, 2001 from the J. Rueben Clark Law School at Brigham Young University where he is currently Adjunct Faculty teaching courses in legal technology.

This event is opened to WealthCounsel members and non-members, so please invite your friends to join us. We encourage you to reserve your spot online today for this special forum meeting. It's the perfect opportunity to meet your local peers and earn CLE credit through local education.

We look forward to seeing you in Petaluma!
                  

Southern California Forum

MintzWelcome to the Southern California Forum's web page. I look forward to seeing you at our next meeting. Please feel free to e-mail me with any questions that you might have about becoming more involved or joining our Forum.


-- Jonathan A. Mintz, J.D.

JMintz@MVMLawyers.com
 


  Upcoming Southern California Events

Date: 11/6/2014
Time: 10:00am - 3:00pm
Price: $125 for WC members; $195 for non-members
Location: 
TBA
San Diego, CA

Mark your calendars now for the Southern California Forum Meeting. On November 6, your local peers will join together to exchange ideas and best practices as they learn relevant CE.

This event is opened to WealthCounsel members and non-members, so please invite your friends to join us. We encourage you to reserve your spot online today for this special forum meeting. It's the perfect opportunity to meet your local peers and earn CLE credit through local education. 

Meeting details including topics and speakers will be announced soon.

We look forward to seeing you in San Diego!



 

 

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