October 1, 2015 CALDA update SETTING THE STANDARD…EDUCATION, ETHICS, EXCELLENCE issue or dispute acknowledged by a self- Message from Mandatory MCLE represented (pro per) constituent. As of January 1, 2016, Business & Professions The legal statutes and doctrine referenced in Code §6402.2 will dictate that an LDA shall these presentations are provided in attorney- the President complete 15 hours of continuing legal approved material form for educational & education courses during his or her two-year information purposes. This is done in order period. An LDA attempting to re-register will to train the practitioner in assisting his or her Dear CALDA Members: be required to attest to the fact that this constituent/pro per client with preparing the education has been completed. legal documents necessary to pursue the I am very happy to report that Governor constituent’s case. These resources are MCLE activity must relate to legal subjects. Brown has signed AB 285. The changes meant to be shared with constituent/client in The upcoming conference is designed to made by this bill will now be the law as of their decision-making process when provide legal access education in Family Law, January 1, evaluating their facts to the elements of law Probate, Wills & Trusts, Civil Law, Property & 2016. Thank necessary to form a basis for a legal issue. you to Legal Ethics relevant to Legal Document everyone who Assistants, Paralegals, and members of the helped us to State Bar. make this The conference will also offer classes in how happen. I'd to conduct a business that provides equal like to extend access to justice for all constituents ANNUAL ELECTION an extra demonstrating significant current special thanks For Voting Members NOT professional and practical content. The to member attending the conference, please materials presented in these activities are Terri O'Connor fill out the proxy form posted on approved for MCLE credit and some classes for the special the CALDA website and return it represent content for required credit in legal dedication she showed to the "Special Ops" by October 2, 2015 to Marcel ethics, elimination of bias, and competency that presented this opportunity to us. Neumann. All instructions are on issues. These classes will be free from the proxy form and instruction interruption and are scheduled for over one Here is a link to the AB 285 Fact Sheet. sheet. It is very important to cast hour. CALDA will provide substantive written your vote by proxy if you are not materials relevant to MCLE activity. On-line We will have a discussion at the Conference planning to attend the conference content of this material will remain on our about the changes and improvements this as we need a quorum to have an public website for 30 days. bill makes to our governing statute, and also election. Please vote! Thank you. on CALDA's plans for the future. Please join us there and register for the LA Conference. GOALS OF THE PROGRAM Nominee Statements Kind regards, The outline and purpose of all classwork is to Proposed Bylaw Changes train a Legal Document Assistant (LDA), Ian Duncan paralegal, attorney, or other non-attorney Proxy & Instructions advocate such as a Social Security Disability CALDA President Advocate to complete forms and to prepare documents relative to an established legal CALDA UPDATE | Issue 4Q2015 2 2015 Annual October Conference finances in order and how much to charge for your CALDA’s 2015 Annual Conference is nearly services. here. Sign up today at www.CALDA.org. Instructor: Carl Knoll, LDA and Schedule of Events TRAINING 4: Introduction Friday, October 16, 2015 to LACE: Legal Access Education., CALDA’s 7:30 AM to 8:45 AM proposal to create a new paralegal school. This Continental Breakfast & Registration training will be presented directly after the previous class in the same For over 45 years Connie has been an 8:45 AM room. CALDA proposes to create a paralegal internationally known lecturer and academy to become a licensed, accredited, consumer/legislative advocate for children Welcome by CALDA President, Ian Duncan, traditional paralegal program offering and adults with Autism Spectrum Disorders. LDA paralegal education. CALDA’s goal is to Her work has involved testifying before educate the LDA workforce so LDAs may governmental bodies and lecturing at 9:00 AM – 10:15 AM independently and effectively provide clients universities and conferences. Years ago, she TRAINING 1: Civil Litigation 803: Filing and access to solutions to their legal problems. was the first autism representative in Responding to a Lawsuit. Completing judicial Increase the ranks of the LDA industry and California when the Regional Center System council forms in filing and responding to a increase CALDA membership. This recognized autism as a developmental lawsuit with the focus on a breach of contract interactive class will consist of a presentation disability. case. with a question and answer period to follow. Harvey Lapin, DDS – Co-founder, Autism Instructor: Chris Stefan, Attorney at Law Presented by Susan Volpe, CALDA’s Society of Los Angeles (1.25 hours CLE) Curriculum Manager. Dr. Lapin has been a significant leader and Or strong advocate for individuals with Autism Spectrum Disorders and Disabilities for over TRAINING 2: Family Law 105: X Spouse FOR THE PUBLIC: Free Document 45 years. He has promoted disability Program/Child Support Services Guidelines Preparation Clinic on Completing awareness in lectures and publications and in Preparation of a Request for Order When Conservatorship Forms has authored and published articles. He has Child support became subject to being a served as president of The Autism Society of This is a free training for members of the computer program in the 1990’s, America, California’s Developmental public who need assistance completing Commissioner Vogl taught how to use the Disability Area Board, and Client Rights conservatorship forms, especially with Dissomaster to the Orange County Family Advocacy for Disability Rights of California. respect to Limited Conservatorships for Law lawyers in many sessions sponsored by persons with developmental disabilities. This the Orange County Bar Association Family 2:15 to 2:30 PM BREAK class will be facilitated by several LDAs who Law Section. This class will be on how to use are experienced at preparing 2:30 PM– 4:00 PM the similar X Spouse program and how to put conservatorships. in the information that will get the results TRAINING 5: Wills, Trusts and Other Estate most helpful to your clients. (MCLE/CLE = 1.5 for the Facilitators) Documents 705: Administering a Living Trust after the Death of the Settlor Learn the Instructor: Orange County Superior Court process that is involved when the Successor Commissioner, Richard Vogl (1.25 hours CLE) Trustee of a Living Trust must administer the 12:00 PM to 1:00 PM – LUNCH Living Trust after the death of the Settlor. 1:00 PM to 2:15 PM 10:15 AM to 10:30 AM BREAK Instructor: Michelle Wehrli, LDA (1.5 hours CLE) Keynote Address -- Connie Lapin and Dr. 10:30 AM – 12:00 PM Combined Training Harvey Lapin, Founders, Autism Society of Or Los Angeles TRAINING 3 - How to Run Your Own LDA Business 901 Step by step from a home TRAINING 6: General Conservatorships 501: Connie Lapin – Co-founder, Autism Society Preparing a Petition for Appointment of office, virtual office or rental office, of Los Angeles advertising your business, to keeping your Probate Conservator When an adult can no longer care for his or her basic needs, he or CALDA UPDATE | Issue 4Q2015 3 she may need a court-appointed TRAINING 9 Family Law 111: Form while maintaining a thriving and helpful LDA conservator. Conservatorships are very form Preparation for a Petition to Establish a Practice intensive and procedural. Learn the form Parental Relationship Often parties who are preparation and procedure for a general not married have children and the purpose of Instructor: Kerry Spence, LDA (1.5 hours conservatorship. a Petition to Establish Parental Relationship CLE) is for the Court to make orders as to the Instructor: Ian Duncan, LDA (1.5 hours CLE) child’s legal parents. It is necessary to and establish parentage prior to one parent TRAINING 14 LDA Practice Demonstration requesting custody, visitation or support and discussion on LDA Practice orders. 5:30 PM – 9:00 PM Dinner and Annual Instructors: Ian Duncan, LDA and Associates General Meeting Instructors: Judge Mark Juhas and Judge Michael J. Convey, Los Angeles County Dinner Program: (1.5 hours CLE – Meets the requirement for Superior Court (1.5 hours CLE) Ethics) - Awards TRAINING 10: Deeds 202: Inter-spousal, - Future of our Profession – Outline of AB 285 Trust Transfer, and Other Special-Purpose ANNUAL CONFERENCE QUICK FACTS and Introduction to Saturday’s Discussion Deeds What makes a deed with specific title Class by Ian Duncan, CALDA President (such as inter-spousal or Trust Transfer Deed) Friday, October 16TH – Saturday, different from other types of deeds? This October 17th, 2015 - Elections class is a more intermediate to advanced- level class dealing with different types of LDA Centric Continuing Legal Education - Annual General Meeting deeds beyond your basic Grant Deed and will discuss finer points of transfer tax, Earn up to 10 hours CLE Schedule of Events reassessment, and exemptions and exclusions from transfer tax and Holiday Inn Los Angeles International Saturday, October 17, 2015 reassessment. Also a discussion on the Airport subject of capital gains tax, cost basis, 9901 S. La Cienega Blvd. 7:30 AM to 9:00 AM carryover basis and stepped-up basis. Los Angeles, California 94405 Continental Breakfast & Registration Instructor: Debra Burton, LDA (1.5 hours CLE) 9:00 AM – 10:15 AM (310) 649-5151 TRAINING 7: Limited Conservatorships 503: Member fee: $395.00 Preparing the Forms in a Limited 12:00 PM – 1:00 PM LUNCH Non-member fee: $450.00 Conservatorship Proceeding.