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2024 CLE by the Sea

Tracks

July 07 – 10, 2024

Ethics Session

Lights! Action! Ethics! Ethical Issues in the Media Spotlight

Sunday, July 7, 2024 | 1:00 - 4:45 pm

Explore Arizona’s ethics rules and professionalism principles through illustrations drawn from various media. Our panel will heighten your awareness of ethical problems that come up daily in practice. This program explores ways of thinking about ethical issues individually and systematically, drawing on hypotheticals from news media, television, movies and interactive games. Join us as we transform discussions about ethics issues that arise in everyday practice into an enjoyable journey that leaves you well-equipped to navigate ethical challenges seamlessly. Get ready for a program that proves ethics can indeed be fun!

SESSION CHAIRS:
Larry J. Cohen, Cohen Law Firm
Roberta Tepper, Chief Member Services Officer, State Bar of Arizona

PANEL:
Honorable Ronda Fisk, Maricopa County Superior Court
Paul McGoldrick, Shorall McGoldrick Zerlaut

This program track may qualify for up to 3.0 hours MCLE, including 3.0 Ethics credit hours.

Litigation Track

Co-Sponsored by the State Bar of Arizona Trial Practice Section

Strategies for Success in Litigation: Mediation, Discover, Evidence, Expert Witnesses and Current Trends

Monday, July 8, 2024 - Wednesday, July 10, 2024
8:15 am - 12:30 pm (each day)


Topics Include:
  • Effective Strategies for Mediations: Dive into a three-hour session with panel discussions on successful mediation techniques. Key topics include strategic mediator selection, comparing in-person and remote mediation, preparing for mediation, tactics for building trust, and handling post-mediation activities, with a special focus on ethical considerations.
  • AI in Litigation: : Pratik Shah, EsquireTek's CEO, offers insights into how AI is revolutionizing the legal industry.
  • Digital Forensics: Mark Lanterman, ex-U.S. Secret Service and CTO of Computer Forensic Service, unveils the latest in digital forensics, showcasing how hidden data can be critical in legal cases.
  • Expert Witnesses: an in-depth discussion on Expert witness testimony. The discussion will cover the legal and ethical issues involved with expert witness testimony, including how to locate, retain, inform and present expert witness testimony.
  • Evidence & Case Update: 'Evidence is not in your books and rules. It's out there.' With apologies to Gandalf—we all know evidentiary issues can take you on an unexpected journey, for which preparation is key. Join the Arizona Supreme Court's Advisory Committee on Rules of Evidence for an interactive discussion and You-Be-the-Judge hypotheticals focused on only the latest landmark cases in the law of evidence, 2024 changes to the Arizona Rules of Evidence, as well as those expected for 2025.
  • Judicial Panel, Jury Updates and Other Hot Topics: Stay informed with a panel discussion covering the latest judicial updates and trending topics.

    TRACK CHAIRS:
    Joe Kelly, JS Kelly Law LLC
    Timothy J Agan, Maricopa County Office of the Legal Advocate
    Judge Sara Agne, Maricopa County Superior Court
    Wendi A Sorensen, Burch & Cracchiolo PA

    FACULTY:
    Judge Andrew Jacobs, Arizona Court of Appeals
    Judge John Napper, Yavapai County Superior Court
    Judge D. Douglas Metcalf, Pima County Superior Court
    Prof. Jessica Berch, Sandra Day O'Connor College of Law, Arizona State University
    Larry Cohen, Cohen Law Firm
    Paul Kular, Burch & Cracchiolo PA
    Mark Lanterman, Computer Forensic Services
    Paul McGoldrick, Shorall McGoldrick Zerlaut
    Ana Sambold, Sambold Law & ADR
    Pratik Shah, CEO, EsquireTek, Panish | Shea | Ravipudi LLP
    Mikel Steinfeld, Maricopa County Public Defenders Office

    May qualify for up to 12 hours MCLE, including 3 hours ethics, 9 hours Injury and Wrongful Death Litigation Specialization credit.

    • Probate & Estate Track

    Unlocking Excellence in Trust & Estate Practice: Ethics, Case Updates, and Practice Pointers for the Probate, Trust & Estate Practitioners

    Monday, July 8, 2023 - Wednesday, July 10, 2024
    8:15 am - 12:30 pm (each day)

    Join us for a comprehensive exploration of Ethics, Case Updates, and Practice Pointers tailored for the seasoned and newly minted Trust & Estate Practitioner. Presented by industry leaders, this event promises deep insights and practical strategies to elevate your practice. Learn how to create flexibility trust and trust administration cases including innovative approaches to handle complex cases with flexibility and practical solutions.

    TRACK CHAIRS:
    Elizabeth Rollings Friman, Fleming & Curti, PLC
    Robert Fleming, Fleming & Curti, PLC

    FACULTY:
    Nora L. Jones, Tiffany & Bosco, PA
    Daren J. Layton, Jennings Haug Keleher McLeod Waterfall LLP
    T. James Lee, Fennemore Craig P.C.
    Andrea Burnett O'Neill, Becker & House, PLLC
    Debra J. Polly, Fennemore Craig P.C.
    Lauren Talkington, Snell & Wilmer LLP

    This program track may qualify for up to 12.0 hours MCLE, including 12.0 hours for Estate & Trust Law Specialization, and 3.0 hours of Ethics credit hours.

    Family Law Track

    Monday, July 8, 2024 - Wednesday, July 10, 2024
    8:15 am - 12:30 pm (each day)


    All in the Family: Case Law Updates, Ethics and Advanced Practice Pointers for the Family Law Practitioner

    Join us in sunny San Diego for our annual gathering to talk about the latest in Family Law. Presented by family law attorneys, judicial officers, and industry experts, this event promises information and practical strategies to elevate your practice. Presentations include: The annual case law and legislative update; Using Business Valuations and Understanding Corporate Structures and the Interplay of Shichner and Meister; an update on Spousal Maintenance Guidelines; Building a Better China Doll Affidavit; the Latest Ethical Updates; the Intersection of Estate Planning and Family Law; and Updates in Qualified Domestic Relations Orders and Session Law 34 as Applicable to State Retirement.

    TRACK CHAIRS:
    Gloria L. Cales, Gloria L. Cales, PC
    David N. Horowitz, Warner Angle Hallam Jackson & Formanek PLC

    FACULTY:
    Honorable Ronda R. Fisk, Maricopa County Superior Court
    Honorable Amy M. Kalman, Maricopa County Superior Court
    Honorable Andrew J. Russell, Maricopa County Superior Court
    Sally M. Colton, Reardon House Colton PLC
    Phillip W. Hilliard, Warner Angle Hallam Jackson & Formanek PLC
    Taylor S. House, Reardon House Colton PLC
    Mark Hughes, Gorman Consulting Group
    Kristi A. Reardon, Reardon House Colton PLC
    Daniel S. Riley, Riley Law Firm
    Giancarlo A. Sapelli, Warner Angle Hallam Jackson & Formanek PLC
    Lynda C. Shely, Klinedinst PC
    Nicole Siqueiros-Stoutner, Sheldon & Stoutner

    This program track may qualify for up to 12.0 hours MCLE, including up to 12 hours Family Law Specialization, and 1.0 hours of Ethics credit hours.

    Real Estate Track

    Strategies in a Turbulent Economy with Fluctuating Resources

    Co-sponsored by the State Bar of Arizona Real Property Section

    Monday, July 8, 2024 - Wednesday, July 10, 2024
    8:15 am - 12:30 pm (each day)


    Contemporary Case Studies and Related Topics Addressing Issues Confronting (1) Developing a Real Estate Project In Today’s Economy and (2) Repositioning a Distressed Real Estate Asset Under the Backdrop of Economic Uncertainty and Escalating Interest Rates.

    TRACK CHAIR:
    David Itzkowitz, Landmark Title Assurance Agency

    FACULTY:
    Judith Dworkin, Sacks Tierney, P.A.
    Alexis Firehawk, CHDB Law
    David Itzkowitz, Landmark Title Assurance Agency (Chair)
    Patricio Lopez Rusing Lopez & Lizardi PLLC
    Christopher McNichol, Gust Rosenfeld PLC
    Danny Miller, Stewart Title Guaranty Company
    Jason Morris, Withey Morris Baugh, PLC
    Adam Nach, Lane & Nach, P.C.
    Randy Nussbaum, Sacks Tierney, P.A.
    Patricia Premeau, Nearhood Law Offices PLC
    Eadie Rudder,CHDB Law
    Michele Van Quathem, Law Offices of Michele Van Quathem PLLC
    Beth Jo Zeitzer, ROI Properties

    This program track may qualify for up to 12.0 hours MCLE, including up to 12 hours Real Estate Specialization.