Member benefits offered at CalBar Connect
The State Bar recently introduced a members-only Web site, CalBar Connect,
for attorneys to link to affinity partners who offer discounts and programs
to help them save money in their practices. The program is part of the bar’s
member services and benefits initiative that is expected to produce non-dues
revenue to support member services and the Lawyer Assistance Program.
CalBar Connect (calbar.ca.gov/calbarconnect/) links directly to the partners,
the products offered and to other State Bar member services and benefits. The
bar has contracted with major providers of financial services, insurance programs,
office supplies, package delivery and apparel:
- The financial partner, Bank of America, will offer a full range of products,
including consumer and business credit cards, debit cards, lines of credit,
mortgage loans, small business banking and other merchant services. The bank
also brought its lawyer trust accounts into early compliance with new state
regulations that require banks holding IOLTA accounts to offer an interest
rate comparable to interest rates offered on other consumer products.
- Insurance partners include Marsh Affinity, Liberty Mutual and AI&PS,
which offer products including professional liability, life, AD&D, business,
auto, home, disability and long term care insurance.
- UPS, Office Max and Brooks Brothers will offer discounts to members.
Fee arb trainings slated
Two training sessions for prospective and current volunteer attorneys who
arbitrate attorney-client fee disputes for mandatory fee arbitration programs
through the Monterey and Solano county bar associations and the State Bar will
be held in September and October. The Monterey training is Sept. 24, from 5:30
- 8:30 p.m., and the Solano training is Oct. 2, from noon - 3 p.m.
Both sessions are free in exchange for an application to enroll as a fee arbitrator
in the program and offer 2.75 hours of MCLE credit, including one hour of legal
The trainings will cover such topics as how to write an enforceable award,
arbitrator disclosure requirements, fee disputes with and without a written
fee agreement and controlling the proceeding.
To reserve a place at the Monterey session, which will be held at the Monterey
College of Law (former Fort Ord site), 100 Col. Durham Blvd., Seaside, call
Elaine Richelieu at 831-663-6955 or e-mail firstname.lastname@example.org.
The Solano training will be held in the jury selection room of the Solano
Justice Building, 321 Tuolumne St., Vallejo at the city and county library.
To reserve a place, call Julie Hilt at 707-422-5087 or e-mail email@example.com.
For additional information (not RSVP), contact Jill Sperber at 415-538-2023.
Calling all artists
All members of the bench and bar who draw, sculpt, work in ceramics or photography
are invited to participate in the Fifty-sixth Annual Meeting Bench and Bar
Art Exhibit. The artwork will be showcased at the bar’s annual meeting
Awards will be given in the following categories — oils and acrylics,
portraits and figures, watercolors, prints, drawings, mixed media, ceramics,
sculpture and photography. Art show rules and entry blanks can be downloaded
at calbar.ca.gov/cal bar/annualmeeting, or obtained by calling 415-538-2210.
All entries must be submitted by Aug. 27.
State Bar Foundation seeks board members
The California Bar Foundation is seeking applications for several positions
on its board of directors for terms beginning Jan. 1. Attorneys, judges and
members of the public who have an interest in the foundation’s charitable
mission, who have previous board, public or community service, and/or who are
knowledgeable about charitable fundraising are invited to apply.
The foundation distributes grants to nonprofit organizations, courts and bar
associations for law-related projects; awards scholarships to law school students
who intend to pursue public interest law careers; and supports an array of
other educational programs. More information is available at calbarfoundation.org.
Members of the board of directors serve two-year terms and are expected to
attend approximately five meetings per year and actively participate on at
least two committees. All board members are expected to participate in fundraising
and annually make a personally significant financial contribution to the foundation.
The application deadline is Aug. 15. Applicants must submit a resume and a
statement of interest and qualifications by mail, fax or e-mail to: Leslie
Hatamiya, Executive Director, California Bar Foundation, 180 Howard St., San
Francisco, CA 94105; 415-856-0788 (fax); firstname.lastname@example.org.
Ethical rules for trusts and estates practitioners
The State Bar Trusts and Estates Section has published a revised Guide to
the California Rules of Professional Conduct for Estate Planning, Trust and
Because neither the California Rules of Professional Responsibility nor the
ABA Model Rules of Professional Conduct provide adequate guidance to California
attorneys who practice trusts and estates law, the section published the guide
in 1997. The new edition reflects the many developments in the field since
To order online, go to calbar.ca.gov/trusts and follow the prompts.
Opt out of list sales
Attorneys who wish to remove their names from lists the State Bar provides
to qualified outside entities may do so by logging on to Member Login at calbar.ca.gov.
After registering with My State Bar Profile, go to “Account Information” and
select “Update my mailing preferences (opt out).”
Members also may e-mail their opt out request to email@example.com. Include
your bar number.
Moving? Tell the bar
If you move your office, you are required to notify the State Bar within 30
days. You may change your address at calbar.ca.gov>member services>address
Faxes or mail must include a copy of one piece of identification. Mail to
Membership Records, 180 Howard St., San Francisco, CA 94105. Fax to 415-538-2576.