2013 Solo and Small Firm Conference
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Transcript of 2013 Solo and Small Firm Conference
celebrate.collaborate.
connect.
V I PBACKSTAGE
PASSLawyerPalooza
18TH AnnuAl
SOLO & SMALL FIRM CONFERENCEJune 13 - 15, 2013 | BrAnson, Missouri
RegisteR by ApRil 16 | sAve $100 | see inside foR detAilswww.sAsfconfeRence.oRg | 888-253-6013
DiamondGori JuliAn & AssociATes, PcSapphireDollAr, Burns & Becker, lcleAr WerTs, llPMonsees & MAyer PcrAnsin inJury lAW & universiTy of Missouri scHool of lAWsiMMons BroWDer GiAnAris AnGeliDes & BArnerD, llcTHe HersHeWe lAW firM, PcuniversiTy of Missouri-kAnsAs ciTy scHool of lAW & BArTiMus, frickleTon, roBerTson & Gorny, PcWooD lAW firM, llc
EmeraldlAW office of MAry lou MArTin, PcTHe lAW offices of sTeve sAnDers, lc
RubylAnGDon & eMison ATTorneys AT lAWsinDel, sinDel & noBle, Pc
Conference Partners (to date) Corporate Sponsors (to date)Premier
THe BAr PlAn
GoldclioGilsBArPro
SilversAinT louis universiTy scHool of lAW
BronzefinDlAW
lAWPAy
TABs3/PrAcTiceMAsTer
THoMson reuTers
All conference registrants are entered for a chance to win. The grand prize will be awarded at the
conference closing lunch. Must be present to win!
CLE ACCREDITATION Application will be made to Illinois and Kansas for MCLE credit. Estimated 18 MCLE hours, including 8 ethics hours.
GOLF CANCELLATION POLICY Refunds will not be given on cancellations made after May 30, 2013. You may transfer your reservation to a colleague.
CONFERENCE REFUND POLICY• A full refund will be given if you cancel by 5:00 p.m. on
May 23, 2013. • Those canceling after 5:00 p.m., May 23, 2013 through
June 10, 2013 at 5:00 p.m. will receive a refund of the registration fee minus a $65.00 administrative fee. A link to the course materials will be sent to you by email. Course materials on CD-ROM or USB drive will be mailed to you after the conference. If you prefer printed course materials, you may order them individually for $75.00.
• NO REFUND will be given for cancellations made after 5:00 p.m. on Monday, June 10, 2013; the course materials selected on your registration will be mailed to you in consideration of tuition paid. Only on-site registration will be available after 12:00 p.m. (noon) on June 10, 2013.
• All cancellations must be in writing. If you cannot attend, a colleague may attend in your place if s/he could have registered at the same price.
MEAL TICKET REFUND POLICYBecause we must order and guarantee payment for meals with the hotel by June 10, 2013, we are unable to process refund requests for tickets purchased after 12:00 p.m. (noon) on that date.
METHOD OF PAYMENTPayment must be made by check, credit card or debit card. The Missouri Bar does NOT accept cash.
QUESTIONS/COMMENTS Call the MoBarCLE Help Desk toll free 888-253-6013.
5-day, 4-night stay at an all-inclusive resort, plus airfare for two from Kansas City or
St. Louis (Up to $3,000 value)
Grand Prize - Riviera Maya
Courtesy of The Missouri Bar Travel Committee &
Hotel InformationA block of sleeping rooms has been reserved at:
Hilton Convention
Center Hotel200 East Main Street
Branson, MO (417) 336-5400
Hilton Promenade
3 Branson Landing Boulevard
Branson, MO(417) 336-5500
&
A block of sleeping rooms has been reserved at the Hilton Convention Center Hotel and Hilton Promenade Branson Landing. The deadline to book at the special rate of $127.00 per night is May 16, 2013 or until the room block is sold out, whichever comesfirst. Registrants must arrange hotel accommodations directly with the Hilton Convention Center at 417-336-5400 or with the Hilton Promenade Branson Landing at 417-336-5500 or go to http://bit.ly/mosolo13 and use group code SSF13.
Deadline to apply: April 30, 2013• CLE Department Financial Assistance• Carol Chazen Friedman Memorial Scholarship
(Registration & Hotel)Sponsor: The Missouri Bar Board of Governors
• Family Law Scholarship (Registration & Hotel)Sponsor: The Earnshaw-Hobbs Law Firm, PC
• Bob Sigoloff Memorial Scholarship (Registration & Hotel)Sponsor: Anonymous Donor
Deadline to apply: April 29, 2013• The Association for Women Lawyers’ of
Greater Kansas City Foundation ScholarshipsSponsor: The Association for Women Lawyers’ of Greater Kansas City Foundation
ScholarshipsTo apply, please visit www.sasfconference.org
REGISTRATION - Includes meals, entertainment, programs, and course materials as noted.Pre-Early Bird Registration - Received on/before April 16, 2013 $249 Electronic course materials $304 Printed & electronic course materials Early Bird Registration - Received between April 17 and May 21, 2013 $299 Electronic course materials $354 Printed & electronic course materials Regular Registration - Received between May 22 and June 10, 2013 at 12:00 p.m. (noon) $349 Electronic course materials $404 Printed & electronic course materials Law Student or Paralegal/Legal Assistant (Please check one)Missouri Bar members may not register as legal assistants, law students or paralegals.
School Name__________________________________________________ Includes meals, entertainment, programs, and electronic course materials. $215 Registration received on/before May 21, 2013 $239 Registration received between May 22 and June 10, 2013 at 12:00 p.m. (noon)
All registrants will be sent an email with a link to the course materials from The Missouri Bar prior to the Conference at no additional charge.
ONSITE REGISTRATION - Received after 12:00 p.m. (noon) on June 10, 2013 (ONLY if space is available)$399 includes programs and electronic course materials. Onsite registration DOES NOT INCLUDE MEAL TICKETS.
THE BAR PLAN RISK MANAGEMENT PROGRAM (Purchased Separately)Must be registered for the Solo & Small Firm Conference to attend. $110 Qualifies insureds of The Bar Plan to a base rate discount.FIRST TIME ATTENDEE? Check the box if this is your first time attending the conference.
COURSE MATERIALS - Can’t attend? Order the course materials. $119 Printed $55 Electronic
GOLF - Box lunch, cart, and green fees are included. Guests are welcome to register. Please indicate quantity. ( ) $95 Thursday, June 13, 2013 – tee off 11:30 a.m. (18 holes) Payne Stewart Golf Course Anticipated score___________ Partner me with_____________________________________________
ADDITIONAL GUEST/CHILD MEAL TICKETS - You are STRONGLY encouraged to purchase guest/child tickets in advance. Seating may be limited. Please indicate quantity. *See refund policy below. Thursday Conference Lunch ( ) $18.00 - Adult Friday Breakfast ( ) $18.00 - Adult ( ) $9.00 - Child, age 6-12 ( ) $0 Child, age 5 & under Friday Conference Lunch ( ) $24.00 - Adult Friday Dinner ( ) $40.00 - Adult ( ) $20.00 - Child, age 6-12 ( ) $0 Child, age 5 & under Saturday Breakfast ( ) $20.00 - Adult ( ) $10.00 - Child, age 6-12 ( ) $0 Child, age 5 & under Saturday Conference Lunch ( ) $28.00 - Adult* Because we must pre-order and guarantee payment for meals with the hotel, we are unable to process refund requests for tickets purchased after 12:00 p.m. (noon) on June 10, 2013.
SPECIAL NEEDS REQUESTS - The Hilton is committed to accommodating guests with food allergies or intolerances, as well as those with social or religious beliefs, such as kosher or vegetarian, provided requests are made at least two weeks in advance. While every effort will be made to provide for guests with dietary restrictions, it is not possible to accommodate popular, weight-loss diets or alternative meal choices at this event. I request special meals. Please explain in detail any special dietary needs so arrangements can be made in advance. I have special needs addressed by the ADA. Please contact me about reasonable accommodations.
SOLO & SMALL FIRM CONFERENCE - REGISTRATION FORMJune 13-15, 2013 ◊ Hilton Branson Convention Center ◊ Branson, MO
Return form & payment to: The Missouri Bar, SSF Registration, P.O. Box 119, Jefferson City, MO 65102-0119or register by PHONE 888-253-6013, FAX 573-659-8931, or ONLINE www.sasfconference.org
Name Bar #AddressCity State ZipBadge Name (if different from above)
Phone # Fax # E-mailMETHOD OF PAYMENT - Payment must be made by check, credit card or debit card. The Missouri Bar does NOT accept cash.
Check # Credit Card Debit Card American Express Discover MasterCard Visa
TOTALEnclosed/Charged $
Card #Expiration Date:Signature:
Best Value
Thursday, June 137:30 a.m. Conference Registration, Exhibit Hall, Information Desk, MoBar Boutique & CLE Garage Sale Open7:30 - 9:30 a.m. Solo & Small Firm Coffee Shop (informal gathering over coffee)8:15 a.m. The Bar Plan Risk Management Program Registration **8:45 - 10:40 a.m.
the bAR plAn Risk MAnAgeMent pRogRAM: **Note: A separate registration fee is required The Risks and Opportunities of Social Media
9:20 - 10:40 a.m.
gAl (guARdiAn Ad liteM ) 3-houR AnnuAl updAteWhat You Need to Know and What to Expect as a GAL:Case Studies from the Trenches of Family and Juvenile Court
9:30 - 10:40 a.m.
boot cAMp Starting a Law Practice: Technology Issues in Starting a Law Practice
ReAl estAte Get Out and Stay Out! Rent & Possession & Unlawful Detainer Cases
pRActice MgMt Bridging the Generation Gap: Make Colleagues & Clients Happy
technology/ethics
How to Use Social Networking Sites for Investigative Research: What, Why and HowSpeakers: Carole Levitt and Mark Rosch, Internet for Lawyers
technology/pRActice MgMt
Eight is Enough: Using Windows 8 in Your Practice
10:40-11:40 a.m. Refreshment Break 11:30 a.m. Golf Outing at Payne Stewart Golf Course10:50 a.m. -12:00 p.m.
gAl A View from the Bench
boot cAMp Starting a Law Practice: New Trust Account Rules - What You Must Know
tRiAl college/ litigAtion
Intake & Investigation
eldeR lAw SSI, Medicare & Medicaid: What Are They, Who Gets Them, & How Do You Know
ethics Quicksand! Ethical Hazards for Solos & Small Firms
technology Cybersleuthing: Search Like a Private Investigator Using Free Web Resources & Powerful Low-Cost Pay DatabasesSpeakers: Carole Levitt and Mark Rosch, Internet for Lawyers
technology/pRActice MgMt
Using an Android or Windows 8 Tablet in Your Practice
12:00 - 1:10 p.m. Picnic-Style Lunch12:00 - 1:10 p.m. First-Time Attendees’ Lunch12:20 - 1:10 p.m.
sponsoR pRogRAMs
TBA
1:10 - 1:20 p.m. Program Break1:20 - 2:30 p.m.
boot cAMp Starting a Law Practice: Setting Up & Marketing Your New Practice
tRiAl college/ litigAtion
Using Fact/Lay Witnesses in Preparing Your Case
pRActice MgMt New Trust Account Rules: What You Must Know <Repeated Session>
peRsonAl injuRy
Lien on Me: Resolving Lien Issues in PI Cases
ReAl estAte Equitable Actions in Real Estate: Partition, Declaratory Judgments, & Rescission
litigAtion Spying, Hacking & Fighting Back: Tools to Protect Your Client
technology/pRActice MgMt
TheGooglePowered“Cloud”LawOffice,Part1Speakers: Carole Levitt and Mark Rosch, Internet for Lawyers
Wednesday, June 125:00 - 7:00 p.m. Conference Registration Open
BreakouTsession 2
BreakouTsession 1
BreakouTsession 4
BreakouT session 3
2:30 - 3:10 p.m. Refreshment Break3:10 - 4:30 p.m. Legal Ethics Counsel Booth
3:10 - 4:20 p.m.
tRiAl college/ litigAtion
Pretrial Motion Practice
pRActice MgMt Email is So 20th Century: Ethically & Effectively Communicating with the Next Generation of Clients
eldeR lAw TheAvalancheisComing!MaximizingYourClient’sSocialSecurityBenefits
bAck to bAsics Employment Law Issues for the Non-Employment Law Practice
ReAl estAte Negotiating & Drafting Commercial Sales Contracts & Leases
technology/pRActice MgMt
TheGooglePowered“Cloud”LawOffice,Part2Speakers: Carole Levitt and Mark Rosch, Internet for LawyersUsing Evernote & OneNote to Boost Productivity
4:20 - 4:30 p.m. Program Break4:30 - 5:20 p.m.
sponsoR pRogRAMs
6:00 p.m. Conference Registration, Exhibit Hall, Information Desk, MoBar Boutique & CLE Garage Sale Close6:00 p.m. Welcome Reception & Social6:00 p.m. Friends of Bill W.6:30 - 8:00 p.m. Dinner8:00 - 9:00 p.m. Sunset Cruise on Lake Taneycomo8:30 p.m. Night Cap Reception
BreakouT session 6
BreakouTsession 5
Friday, June 147:00 a.m. Conference Registration, Information Desk, MoBar Boutique & CLE Garage Sale Open7:00 -8:00 a.m.
cle At sunRise
7:30-8:30 a.m. Breakfast - Sponsored by Shamberg, Johnson & Bergman (Conference Partners: Ruby Level)7:30 a.m. Exhibit Hall Open8:45 -9:40 a.m.
plenARy sessionWelcome and Announcements: Chris Wendelbo, Chair, Solo & Small Firm CommitteeWelcome by Missouri Bar President, Patrick StarkelAwyeR pAloozA: celebRAting solo & sMAll fiRM pRActitioneRs
9:40 - 10:10 a.m. Refreshment Break 9:40 - 10:30 a.m. Legal Ethics Counsel Booth10:10 - 11:20 a.m.
tRiAl college/ litigAtion
Using Expert Witnesses in Preparing Your Case
peRsonAl injuRy
Your PI Case: Additional Theories of Liability & Recovery
ReAl estAte Mechanic’s Liens
coMMeRciAl/consuMeR lAw
Collections: Both Sides of the Coin
geneRAl pRActice
eFiling in Missouri
bAck to bAsics Estate Planning 101
technology/pRActice MgMt
Using PDFs More EffectivelySpeaker: Ernest Svenson
discussion gRoup
OfficeHours
BreakouTsession 7
11:30 a.m. - 12:15 p.m.
Networking Lunch
12:45 -1:55 p.m.
tRiAl college/ litigAtion
Voir Dire
cRiMinAl lAw A. B. C. DWI: Spelling Out the Basics of DWI Defense
bAck to bAsics Workers’ Compensation from A to Z: Tips for New Practitioners
business lAw 20 Business Tips in 70 Minutes: Information Your Clients Need
fAMily lAw Using Limited Scope Representation in Family Law Cases
geneRAl pRActice
eFiling in Missouri (repeated session)
technology iPad Tips & Tricks for LawyersSpeaker: Ernest Svenson
discussion gRoup
I’m 62 – What Do I Do?
1:30 - 5:00 p.m. Legal Ethics Counsel1:55 - 2:10 p.m. Program Break2:10 - 3:20 p.m.
litigAtion Evidentiary Objections & Offers of Proof
fAMily lAw Advanced Family Law: Administrative vs. Judicial Actions
cRiMinAl lAw Federal Criminal Law Practice
bAck to bAsics What to Do When You’re Removed to Federal Court
technology Document Creation the Fast & Easy WaySpeaker: Ernest Svenson
pRActice MgMt Zombie Lawyers: What To Do If You Feel Like You’ve Joined the Ranks of the Undead.
discussion gRoup
TechOfficeHours
3:20 - 3:50 p.m. Refreshment Break3:50 -5:00 p.m.
peRsonAl injuRy
Stacking Up: Understanding Insurance Coverages
eldeR lAw Complex Issues in Guardianships, Conservatorships & Special Needs Trusts
bAck to bAsics Criminal Law from A to Z
pRActice MgMt Building a Niche PracticeSpam, Scam, or Legit? Safeguarding Your Client Trust Account
technology 30 Gadgets & Sites in 70 minutesSpeaker: Ernest Svenson
discussion gRoup
Criminal Law: Chat with the Experts
4:00 - 5:00 p.m. pRogRAM/Reception foR lAw students
5:00 p.m. Conference Registration, Exhibit Hall, MoBar Boutique, CLE Garage Sale & Information Booth Close5:30 p.m. Friends of Bill W.6:00 - 7:00 p.m. Sponsored Reception7:00 p.m. Dinner9:00 p.m. After Hours Reception
BreakouTsession 9
BreakouTsession 8
BreakouTsession 10
saTurday, June 157:00 a.m. Conference Registration, Information Desk, MoBar Boutique & CLE Garage Sale Open7:00 -8:10 a.m.
cle At sunRise
7:15 - 8:10 a.m. Planning Committee Breakfast7:30 - 8:10 a.m. Breakfast8:20 -9:20 a.m.
plenARy session
obtAining clients – the people you spend youR life tRying to help Speaker: Larry Rice
9:20 - 9:30 a.m. Program Break
9:30 - 10:40 a.m.
fAMily lAw Advanced Family Law: Dividing Retirement Assets in Family Law Cases
bAck to bAsics The Basics of Dissolution in Missouri
technology 12 Tips to Ethically Use Technology in Your PracticeAdvanced Tablets for Lawyers
pRActice MAnAgeMent
Client & Case Management: How to Manage Clients So Your Results Will Make Them HappySpeaker: Larry RiceSelling & Winding Down a Practice: Passing On Your Practice Before You Pass On
10:40 -10:50 a.m. Program Break
10:50 a.m. - 12:15 p.m.
Legal Ethics Counsel Booth
BreakouTsession 11
10:50 a.m. -12:00 p.m.
fAMily lAw Changes to Form 14: What to Expect
cRiMinAl lAw Administrative DWI Trial Demo
peRsonAl injuRy
How to Enhance Damages on a Shoestring Budget
bAck to bAsics What You Need to Know About Immigration Law
pRobAte And estAtes
Advanced Estate Planning: 2013 Update
technology 60 Apps in 70 Minutes
pRActice MgMt Staff:HowtoFind&MotivatetheBestPeopletobeHappy&ProfitableSpeaker: Larry Rice
12:15 - 1:30 p.m.
Sponsor Lunch - Prize Drawings!Grand Prize Drawing
BreakouTsession 12
Carole LevittInternet for Lawyers
Pat StarkePresident,
The Missouri BarBlue Springs, MO
Mark RoschInternet for Lawyers
Larry RiceRice, Amundsen & Caperton, PLLC
Memphis, TN
Ernest SvensonNew Orleans, LA
Featured Speakers
www.sasfconference.org
SOLO & SMALL FIRM CONFERENCEJune 13-15, 2013 . Hilton Branson Convention Center . Branson, MO
PHONE 888-253-6013, www.sasfconference.org
Nonprofit Org.U.S. Postage
PAIDJefferson City, MO
Permit No. 312
Solo & Small Firm ConferenceP.O. Box 119Jefferson City, MO 65102-0119
• More than 80 new and different educational programs on substantive law, technology, ethics, practice management, and more
• Unbeatable value that includes registration, course materials, and meals• Exhibit Hall of vendors offering products and services • Buildconnectionswithsoloandsmallfirmlawyers• Earn all your MCLE credits• Specialized programming that includes:
• Trial college/litigation• Starting a practice boot camp• Annual GAL training
• Enjoy a getaway to relax and re-energize• Fun, entertainment, and recreational opportunities• Family-friendly event in one of Missouri’s finestresortareas
LawyerPalooza
Register byApril 16
sAve $100
celebrate. collaborate. connect.
18TH AnnuAl
SOLO & SMALL FIRM CONFERENCEJune 13 - 15, 2013 | BrAnson, Missouri
MoBar52 YEARS OF EXCELLENCE
C LE