CLE COMMITTEE AGENDA The Vinoy Renaissance St. Petersburg Resort & Golf Club Friday, September 25, 2015 Avery/Chancellor (9:00 a.m. 10:30 a.m.

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1 CLE COMMITTEE AGENDA The Vinoy Renaissance St. Petersburg Resort & Golf Club Friday, September 25, 2015 Avery/Chancellor (9:00 a.m. 10:30 a.m.) I. Welcome and Call to Order (Luis Insignares) A. Introduction of Guests II. III. Review and Approval of Minutes (David Hirschberg) A. June 24, 2015 (Exhibit 1 ) Reports on Recent CLE s: A. July 15, 2015 Income Tax, Estate and Gift Tax Consequences in a Divorce (Luis Insignares/Juan Bendeck) B. August 6-9, 2015 Trial Advocacy Workshop (David Hirschberg) IV. Upcoming CLE s (Luis Insignares & Heather L. Apicella) A. October 8, 2015 Times They Are A Changing Family Law Trends And Hot Topics In the Area of Children s Issues (Heather Apicella/Luis Insignares/David Hirschberg) B. CLE Schedule (Exhibit 2 )

2 Continuing Legal Education Committee Meeting June 24, 2015 in connection with Annual Florida Bar Meetings Boca Raton, Florida Minutes I. Welcome and Call to Order. CLE Committee Vice-Chair, Heather Apicella, calls the meeting to order at 9:05 a.m. Luis Insignares (Chair) is in an emergency meeting on the west coast of Florida so Heather and David Hirschberg (Secretary) will be running the meeting. Heather Apicella (Vice-Chair) David Hirschberg (Secretary) Lauren Alperstein Staci Burton Ashley Johnson Jennifer Miller-Morse Erskine Rogers Charlie Jameson Sarah Saull Bonnie Sockel-Stone Eddie Stephens Jamie Morris Albert Alguadich, Jr. Trisha Armstrong Patricia Elizee II. Thank You to Officers Heather thanks this past year s officers for all of their hard work. III. Introduction of Incoming Officers Tomorrow, the Bar cycle begins. *Heather and Luis are Co-Chairs *Bonnie and David are Co-Vice Chairs *Sarah Saull is Secretary Norberto Katz, outgoing Chair of the Section, walked in and was recognized by Heather. He thanks the committee for its hard work over the past year. Norberto also discussed a need to develop future leaders of the Section and discussed how to get more involved. 1

3 IV. Approval of the Minutes: The minutes from the last live meeting on January 29, 2015 which were included with the agenda, are approved after Motion made by Bonnie and seconded by Albert. V. Reports on Recent CLEs: A. February 18, 2015 (LCC s-all Issues Related to Divorce): David updates that the chair of this seminar, Deb Welch, stepped in at the last minute and did a phenomenal job making sure we were ready to go. Successful CLE and wellattended. B. March 6, 2015 (Real Estate Issues): This was a live seminar in Orlando. Luis was in charge. Sarah reports it was successful and the CLE went off flawlessly. C. April 2015 (Live Retreat in Puerto Rico): Heather reports the Spring Retreat was sold out and a huge success for the Section. D. May 13, 2015 (Consultants in Family Law): Bonnie states it was not successful and only 12 people registered because: a) the brochure went out late; and b) it was advertised with Trial Advocacy in , so it was bundled and came second in order. Bonnie did say that, nonetheless, the speakers were very interesting. Heather discussed the problem of brochures going out late, not being publicized enough, and potential ways to address this issue. E. June 3, 2015 (Criminal Issues in Family Law): Heather reports that only 25 people registered for this CLE, which was low. Mark O Mara spoke alone, and should have drawn more people. Heather believes this was due to the brochure being published way too late. VI. Upcoming CLEs/Unfinished Business: A. July 15, 2015 (Income Tax, Estate and Gift Tax Consequences in a Divorce): Luis is chairing this CLE. Speakers are Juan Bendeck and Nathan Harman. B. August 2015 (Trial Advocacy Workshop from Key Biscayne, Florida): 2

4 Workshop will be August 6 to 9 at the Ritz and is sold out. C. Live Meetings September 24 and 25, 2015 will be the live fall meetings of the Section at the Vinoy Renaissance Resort in St. Petersburg. D. October 8, 2015 (Hot Topics on Children s Issues): David reports that speakers include Dr. Day (Alienation/Alignment issues); Susan Savard (Split Parenting Guidelines); David Hirschberg and Chris Rumbold (Same Sex Parentage Issues) and a Judicial Panel hosted by Elisha Roy to discuss whether Judges already believe there is a 50/50 presumption. David reports a big problem is this is June 24, 2015, and he cannot get the brochure out because the Bar won t set the location for the seminar for another couple weeks. Bonnie discusses that we need to schedule in October/November 2015 the Mechanics of Board Certification Seminar (we scheduled it for November 12), and we need to add the Case Law update seminar (scheduled for October 21/22). Bonnie will chair Mechanics, and the Case Law Update will be chaired by Jennifer Miller-Morse and Bonnie. E. November 18, 2015 (Practice and Procedures of General Magistrates and Hearing Officers): Heather acknowledges all deadlines for this seminar have passed and we need to follow up. F. December 16, 2015 (Top Mistakes in Family Law) Even though this seminar is several months away, already have numerous great speakers lined up including Judge Christine Greider, Judge Birken, Judge Burton, and GM Kirigin. This seminar is being chaired by Phil Wartenberg. G. January 2016 (Marital and Family Law Review Course) January 29 and 30, 2016 at the Hilton Bonnet Creek in Orlando, Florida. H. February 17, 2016 (Technology) Luis has appointed Tim McCann as chair. Speakers have already been selected. I. March/April/May are open Heather discusses filling these three months. Discussion is had amongst the group. Ultimately it was decided as follows: 3

5 March 2016 will be Advance Equitable Distribution (i.e., KAAA). Someone like David Manz is a possible speaker. April 2016 should be reserved as a legislative update from Chris Rumbold and Philip Wartenberg (incoming chairs of Legislation Committee) to discuss the legislation session. This is particularly good if a major bill like alimony passes. May 2016 will be a Daubert CLE. Erskine and Staci volunteer to Chair. At this time, the incoming Chair of the Section, Maria Gonzalez, walks into the room and is recognized. She states that she is looking forward to working with us over the coming year. VII. Next Events VIII. August 6-9, 2015: Trial Advocacy Workshop, Ritz Carlton, Key Biscayne, Florida September 24-27, 2015: Live Committee Meetings, Vinoy Renaissance Resort & Golf Club, St. Petersburg October 31, 2015 to November 4, 2015: Out-of-State Retreat in Washington, D.C. Adjournment -Meeting is adjourned at 10:10 a.m. Respectfully Submitted by: David L. Hirschberg Secretary 4

6 RUNNING CLE CALENDAR: February 18, June, 2016 (Updated August 5, 2015) July 15, 2015 Type: Audio Webcast Topic: Income Tax, Estate and Gift Tax Consequences in a Divorce Speaker(s): Juan Bendeck and Nathan Hartman. Chair(s): Luis Insignares and Juan Bendeck August 6-9, 2015 Trial Advocacy Workshop Ritz Carlton, Key Biscayne See Brochure September 24-27, 2015 Fall Family Law Section Committee Meetings Vinoy Renaissance St. Petersburg Resort & Golf Club St. Petersburg, Florida October 8, 2015 (DH) Type: LIVE - Hyatt Pier 66 Fort Lauderdale Topic: Times They Are A Changing Family Law Trends And Hot Topics In The Area of Children s Issues Speaker(s): Susan Suvard, Dr. Day, Amy Hickman, David Hirschberg, Chris Rumbold, Ron Kaufman, Evan Marks, Judge Diaz, Judge Horowitz, Judge Coates Chair(s): David Hirschberg, Lauren Alperstein, Sarah Saull Deadlines: September 1, 2015 Course material due

7 October 22, 2015 (BSS) Type: Audio Webcast Topic: Case Law Update Speakers: Eddie Stephens and R.T. White Chairs: Jennifer Miller-Morse and Bonnie Sockel-Stone Deadlines: September 1, 2015 Brochure ready for distribution October 1, 2015 Course Material Due October 31, Type: Fall Out of State Retreat November 4, 2015 Washington, D.C. November 12, 2015 (BSS) Type: Audio Webcast (Section Service) Topic: Mechanics of Board Certification Speakers: Chairs: Bonnie Sockel-Stone Deadlines: August 1, 2015 Select speakers September 1, 2015 All speakers confirmed September 1, 2015 Brochure Information due September 15, 2015 Speaker biographical sketch & course material due September 15, 2015 Brochure ready for distribution November 18, 2015 (HLA) Type: Audio Webcast Topic: Practice & Procedure of General Magistrates and Hearing Officers Speaker(s): General Magistrate Rob Jones, General Magistrate Norberto Katz, General Magistrate Randi Boven, General Magistrate Kurt Erlenbach Chair(s): Magistrate Robert Jones, Jennifer Kuyrkendall Deadlines: August 15, 2015 All speakers confirmed

8 August 25, 2015 Brochure Information due August 25, 2015 Speaker biographical sketch September 15, 2015 Course material due September 15, 2015 Brochure ready for distribution December 16, 2015 (LEI) Type: Audio Webcast Topic: Top Mistakes Attorney s Make In Family Law Speaker(s): Judge Christine Grieder, Judge Birken, Judge Burton and General Magistrate Diane Kirigin Chair(s): Phil Wartenberg Deadlines: September 1, 2015 All speakers confirmed September 15, 2015 Brochure Information due September 15, 2015 Speaker biographical sketch & course material due October 1, 2015 Brochure ready for distribution January 29-30, Marital & Family Law Review Course Hilton Bonnet Creek Orlando, Florida February 17, 2016 (LEI) Type: Audio Webcast Topic: Technology Are You Florida Bar Compliant CHANGE TITLE? Speakers: Ethan Wall Chairs: Timothy A. McCan and Luis Insignares Deadlines: September 10, 2015 All speakers confirmed October 1, 2015 Brochure Information due October 30, 2015 Speaker biographical sketch & course material due November 5, 2015 Brochure ready for distribution

9 March 3, 2016 (DH) Type: LIVE / Webcast (Orlando; boxed lunch) Topic: Advanced Equitable Distribution Speakers: TBD Chairs: TBD Seminar will include: Kaaa analysis, valuing stock options, Zold, income approach vs. asset approach, etc. Deadlines: September 10, 2015 Appoint Chairs October 10, 2015 Select topic and speakers October 30, 2015 All speakers confirmed November 10, 2015 Brochure Information due December 10, 2015 Speaker biographical sketch January 15, 2016 Course material due January 4, 2016 Brochure ready for distribution April 6, 2016 (BSS) Type: Audio Webcast Topic: Legislative Update Speakers: Chris Rumbold and Phil Wartenberg Chairs: Charlie Jamieson Deadlines: October 10, 2015 All speakers confirmed November 10, 2015 Brochure Information due December 10, 2015 Speaker biographical sketch May 1, 2015 Course material due February 10, 2015 Brochure ready for distribution May 11, 2016 (HLA) Type: Audio Webcast

10 Topic: Speakers: Chairs: Deadlines: Daubert Challenges TBD Stacy Burton and Erskine Rogers September 10, 2015 Appoint Chairs November 10, 2015 Select topic and speakers November 30, 2015 All speakers confirmed December 10, 2015 Brochure Information due February 10, 2016 Speaker biographical sketch March 1, 2016 Course material due February 15, 2016 Brochure ready for distribution June, 2016 Florida Bar Meetings and Annual Convention

11 V. New Business (Heather L. Apicella) A. Committee Handbook B. Committee Description VI. Next Events (Heather L. Apicella) A. October 31, 2015 November 4, 2015 Out of State Retreat Washington, D.C. B. January 28, 2016 Midyear Committee Meetings Hilton Bonnet Creek, Orlando C. January 29-30, 2015 Marital & Family Law Review Course Hilton Bonnet Creek, Orlando VII. Good of the Order VIII. Adjournment