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CLE Program

ADR Services, Inc., is a California State Bar certified MCLE provider that offers legal education programs to our clients throughout California at no charge.

35 events found.

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12:00 pm - 1:00 pm
1 Hour General Credit

Lessons Learned: Cautionary Tales from Litigators and Mediators for Estate Planners and Trust and Estate Administrators
Presented by the Alameda County Bar Association’s Trusts and Estates Section

April 4, 2024 | 12:00 pm - 1:00 pm PDT

1 Hour General Credit

Lessons Learned: Cautionary Tales from Litigators and Mediators for Estate Planners and Trust and Estate Administrators
Presented by the Alameda County Bar Association’s Trusts and Estates Section

Presenters Bette Epstein and Richard Collier have decades of experience both litigating and mediating trust and estate disputes. This program will address issues that arise for trust and estate counsel from the time the proposed client walks in the door through the completion of the administration of the estate. Among other things, Ms. Epstein and Mr. Collier will discuss managing conflicts of interest, fiduciary duties vs. attorney’s duties, the importance of asking the right questions, and maintaining records.

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2024-04-10

Practice Building Workshop

Practice Building Workshop

April 10, 2024

Practice Building Workshop
Presented at the American Bar Association’s 2024 Dispute Resolution Spring Conference

We have an exceptional lineup of panel discussions, expertly crafted to enhance your knowledge and skills. Here's a sneak peek at the dynamic panels we have in store for you:

- Innovative Business Planning for Your Dispute Resolution Practice
- Legal Foundations and Operational Excellence in Your Dispute Resolution Practice
- Marketing 101: Effective Strategies for Your Dispute Resolution Practice
- Building Your ADR Practice: Insights from ADR Professionals

Rounding out our exciting lineup, I am thrilled to be moderating the panel "Leaders of ADR Providers: Wisdom from the Frontlines of Dispute Resolution."
We have invited distinguished leaders from prominent ADR providers to this panel, including:

- Joanna Barron, ADR Services, Inc.
- Bridget Mary McCormack, American Arbitration Association
- Parag Shah, Esq., MBA, Miles Mediation & Arbitration and
- Kimberly Taylor, JAMS

Their extensive experience and perspectives promise to make this an enlightening and invaluable program. Join us!

12:00 pm - 1:00 pm
1 Hour General CLE Credit

6309 Is Now The Law…Now What?
ADR Services, Inc. Complimentary In-House MCLE Program

April 10, 2024 | 12:00 pm - 1:00 pm PDT

1 Hour General CLE Credit

6309 Is Now The Law…Now What?
ADR Services, Inc. Complimentary In-House MCLE Program

New Family Code section 6309 ends a longstanding controversy (yes, civil discovery is permitted in DVPA proceedings) but we now confront a host of new controversies generated by the statute. Some practitioners see section 6309 as a long overdue clarification and expansion of DVRO discovery rights; others see it as a welcome, or unwelcome, significant contraction.  Some see it as a risk of revictimization via discovery abuse while others see it protecting against that risk. Who's right? Probably everyone to some degree. This much for sure: the statute's unique provision, permitting discovery to be requested only at the evidentiary hearing and not before, is something totally new to practitioners. How will judges interpret the statute? How does it apply to "cross-over" situations where a DV petition is filed in an extant disso or parenting case? What are best practices?  What are the collateral effects under FC sections 3044 and 4320? Join our expert panel, including LA Superior Court judges Lawrence Riff and Susan Lopez-Giss (ret'd),  and practitioner Michael Hanasab, who will cover the basics of section 6300, practitioners'' and judicial officers' challenges and dilemmas, and possible best practices. This program will be focused towards family law practitioners.

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1 event, 25

6:00 pm - 8:30 pm
1 Hour General CLE Credit

Best Practices in Probate
Presented by the San Fernando Valley Estate Planning Council

April 25, 2024 | 6:00 pm - 8:30 pm PDT

1 Hour General CLE Credit

Best Practices in Probate
Presented by the San Fernando Valley Estate Planning Council

Roundtable at 6 p.m. followed by dinner, and presentation commencing at 7:15 p.m. Join mediator and former LA Superior Court attorney Carmen Alberio, and current LA Superior Court Probate Attorney David Gibson as they discuss best practices in probate matters.

1 event, 26

12:00 pm - 1:00 pm
1 Hour General CLE Credit

Earth Day Master Class: Environmental Dispute Resolution Strategies

April 26, 2024 | 12:00 pm - 1:00 pm PDT

1 Hour General CLE Credit

Earth Day Master Class: Environmental Dispute Resolution Strategies

As our nation and state confront challenges in building new green economy infrastructure and housing, it is more important than ever to resolve environmental lawsuits. Hear from leading climate change, environmental and land use lawyers on their approach to litigation and negotiation.

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1 event, 1

2024-05-01

44th Annual Statewide CASCI Conference

44th Annual Statewide CASCI Conference

May 1, 2024 - May 3, 2024

44th Annual Statewide CASCI Conference
Presented by the California Association of Superior Court Investigators

Founded in 1978, CASCI is a professional, non-profit association of dues-paying Superior Court Investigators. The organization was formed because court investigators in each county wanted to meet and learn from others in the same profession.  Over 40 years strong, CASCI remains the primary source of probate court investigation training in California.  Effective January 2008, the Judicial Council of California approved CASCI as a provider for new mandatory training requirements.

Bette Epstein, Esq. has been mediating trust and estate disputes since 2000. Following a remarkable career first as a licensed Psychotherapist and then as a trust and estate litigator for over 30 years, she turned her focus to alternative dispute resolution and has been helping parties settle their disputes ever since. She is now available as a full-time mediator and discovery referee. Ms. Epstein is highly regarded as one of the Bay Area’s leading probate specialists. She spent the last 28 years of her litigation career handling trust and estate disputes, contested conservatorships, elder abuse claims, and serving as an expert witness in conservatorship, trust & estate litigation proceedings. As a neutral, she brings her unique emotional intelligence, sharp legal intellect, and psychotherapy background to highly emotional probate disputes, and is able to manage and successfully resolve even the most challenging and complex issues.

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2024-05-01

44th Annual Statewide CASCI Conference

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2024-05-01

44th Annual Statewide CASCI Conference

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April 4
April 4, 2024 | 12:00 pm - 1:00 pm PDT

1 Hour General Credit

Lessons Learned: Cautionary Tales from Litigators and Mediators for Estate Planners and Trust and Estate Administrators
Presented by the Alameda County Bar Association’s Trusts and Estates Section

  • There are no events on this day.
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April 10
All day

Practice Building Workshop
Presented at the American Bar Association’s 2024 Dispute Resolution Spring Conference

April 10, 2024 | 12:00 pm - 1:00 pm PDT

1 Hour General CLE Credit

6309 Is Now The Law…Now What?
ADR Services, Inc. Complimentary In-House MCLE Program

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April 25
April 25, 2024 | 6:00 pm - 8:30 pm PDT

1 Hour General CLE Credit

Best Practices in Probate
Presented by the San Fernando Valley Estate Planning Council

April 26
April 26, 2024 | 12:00 pm - 1:00 pm PDT

1 Hour General CLE Credit

Earth Day Master Class: Environmental Dispute Resolution Strategies

  • There are no events on this day.
  • There are no events on this day.
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  • There are no events on this day.
May 1
All day

44th Annual Statewide CASCI Conference
Presented by the California Association of Superior Court Investigators

May 1
All day

44th Annual Statewide CASCI Conference
Presented by the California Association of Superior Court Investigators

May 1
All day

44th Annual Statewide CASCI Conference
Presented by the California Association of Superior Court Investigators

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  • About
    • About Lucie Barron
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    • CLE Program
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