1 The Orange County Bar Association, OCBA Young Lawyers Division, The Daily Journal Corporation and LexisNexis Present Law School to Law Practice A Practical Approach to the Practice of Law in ORANGE COUNTY, CA Saturday, July 11, 2009 Orange County Superior Court, Santa Ana BREAKFAST SPONSORED BY LUNCH SPONSORED BY LexisNexis
2 WELCOME TO BRIDGING THE GAP IN ORANGE COUNTY The Orange County Bar Association and the Sponsors of today s program congratulate you and welcome you to BRIDGING THE GAP. This is the Orange County legal community s 29 th year of providing new admittees a legal orientation program. The speakers and the materials will cover numerous practice areas, information on superior, state and administrative courts, as well as offer practical advice. In order to make this program rewarding for you and the speakers, you are encouraged to ask questions and participate as the situation warrants. Further, your comments and suggestions, via the evaluation form, will assist in planning future programs. We wish to express our appreciation to the judges, commissioners, attorneys, and speakers for volunteering their time and participating in today s program. A special thank you is extended to the program participants, the State Bar of California, the Orange County Lawyer magazine and especially The Los Angeles Daily Journal for supplying the Bridging the Gap syllabus. ORANGE COUNTY BAR ASSOCIATION Michael G. Yoder, Attorney at Law 2009 President OCBA BRIDGING THE GAP CO-CHAIRS Steven G. Hittelman, Attorney at Law Teresa A. McQueen, Attorney at Law OCBA BRIDGING THE GAP SPONSORS: Orange County Bar Association Orange County Bar Association Young Lawyers Division LexisNexis The Los Angeles Daily Journal BREAKFAST SPONSOR: Court Call LUNCHEON SPONSOR: LexisNexis
3 ORANGE COUNTY BAR ASSOCIATION BRIDGING THE GAP PROGRAM Saturday, July 11, :30 a.m. - 8:00 a.m. Registration and Continental Breakfast 8:00 a.m. - 8:15 a.m. Welcome C-1 Christopher N. Andal, Attorney at Law, OCBA Young Lawyers Division Steven G. Hittelman, Attorney at Law 8:15 a.m. - 9:15 a.m. Making Your Way Through Court C-1 Stanton (Terry) Mathews, Attorney at Law William A. Floratos, Attorney at Law 9:15 a.m. 10:15 a.m. Law & Motion C-1 Hon. Elaine Streger Janet M. Christoffersen, Attorney at Law Nathan R. Scott, Attorney at Law 10:15 a.m. 10:30 a.m. Morning Break Breakout Sessions 10:30 a.m. - 11:30 a.m. Criminal Law C-1 or ElderTrusts/Probate C-3 Hon. Ronald P. Kreber Hon. Gerald G. Johnston Andre Manssourian, Attorney at Law Joseph M. Geis, Attorney at Law Jeffrey C. Tatch, Attorney at Law Amy E. Haupert, Attorney at Law 11:30 p.m. -12:30 p.m Landlord Tennant C-1 or Solo Practitioner C-3 Luis A. Barba, Attorney at Law Rosemary Amezcua-Moll, Attorney at Law Kristen C. Lara, Attorney at Law Kayleene H. Writer, Attorney at Law 12:30 p.m. - 1:30 p.m. Lunch 1:30 p.m. - 2:30 p.m. The Allen E. Broussard Panel on Professionalism and Civility C-1 Hon. Kim G. Dunning, Presiding Judge Joseph L. Chairez, Attorney at Law Hon. Francisco F. Firmat Michael G. Yoder, Attorney at Law, OCBA 2009 President Breakout Sessions 2:30 p.m. 3:30 p.m. Family Law C-1 or Employment/Labor Law C-3 Commissioner Lon Hurwitz Beth K. Eagleson, Attorney at Law Steven G. Hittelman, Attorney at Law Brian J. Mills, Attorney at Law 3:30 p.m. 4:30 p.m. Business Law C-1 or Real Estate C-3 Carolyn M. Dillinger, Attorney at Law John A. Bergen, Attorney at Law Neil Pedersen, Attorney at Law Donald J. Hamman, Attorney at Law 4:30 p.m. 5:00 p.m. Do What You Love, Love What You Do C-1 Steven G. Hittelman, Attorney at Law Teresa A. McQueen, Attorney at Law
4 BRIDGING THE GAP FACULTY BIOGRAPHIES 4
5 HONORABLE KIM G. DUNNING, Presiding Judge, Superior Court, Orange County Appointed April 24, 1997 (succeeding Judge Jean H. Rheinheimer, retired) (oath May 12, 1997) by Govenor Wilson. Elected 1998 (unopposed). Reelected 2004 (unopposed). Admitted to California Bar, 1978, Texas Bar, 1977; U.S. District Court, Central District of California, 1978; and U.S. Supreme Court, Employment: Private practice Ramsay & Johnson, Irvine, ; senior research attorney for Associate Justice Thomas F. Crosby, Court of Appeal, 4th District, ; Deputy City Attorney, Santa Ana, California, 1982; private law practice, Murtaugh, Hatcher & Miller, Tustin, 1981; Morris, Polich & Purdy, Tustin/Los Angeles, Education: J.D Southern Methodist University School of Law, Dallas, Texas; B.A., Economics, 1972, Stanford University, Palo Alto, California. Graduate of Inglewood High School, Inglewood, California. Assignments: Assistant Presiding Judge, ; Complex Civil Litigation Panel, 2005; Central Panel (criminal) and Family Law overflow, 2004 Unlimited Civil Panel, ; Juvenile Panel (dependency and delinquency), Judicial Activities: Orange County Peer Court; Constitutional Rights Foundation of Orange County s Mock Trial Program Member: California Judges Association; Robert A. Banyard Inn of Court. HONORABLE FRANCISCO F. FIRMAT, Supervising Judge, Family Law Panel Education Western State University School of Law, JD 1976 Professional Background Appointed Superior Court Judge, Orange County Supervising Judge Family Law Panel 2004 present Family Law Panel 2002 present Civil Panel Appointed North Orange County Municipal Court Sole Practitioner, Fullerton, California Professional Awards Distinguished Jurist Award, American Academy of Matrimonial Lawyers 2009 Aranda Access to Justice Award, Judicial Council of California 2008 Awarded to the judge who has demonstrated a long-term commitment to improving access to our courts, and who has significantly improved access for low- and moderate-income Californians. Judge of the Year, Orange County Women Lawyers 2007 J.E.T. Rutter Judge of the Year, Family Law Section, OCBA 2005 Awarded to the judge who provides outstanding contribution to family law. Civility Award, ABOTA, Orange County Chapter 2002 Awarded to a judicial officer whose manifest regard for the litigation process and consideration for its participants prompts universal respect for the judiciary. Statewide Judge of the Year, Consumer Attorneys of California 2001 In recognition of his untiring efforts and enlightened approach toward the improvement of the administration of justice. Judge of the Year, Consumer Attorneys of Orange County 1996 Judge of the Year, Business Section, OCBA 1996 Judge of the Year, Hispanic Bar Association 1994 Harmon Scoville Award, OCBA 1992
6 Awarded to a member of the Orange County legal community whose career exemplifies the highest standards of the legal profession and who has significantly contributed to the Orange County Bar Association and championed our constitutional system of justice. Periodically lectured in the last 23 years on law-related topics for the following groups: Rutter Group Orange County Bar Association California Trial Lawyers Association Center for Judicial Education and Research American Board of Trial Advocates Continuing Education of the Bar Orange County Hispanic Bar Association Community Service: Judge Firmat is a speaker at local churches, schools and retreats on topics of prayer and contemplation. Community Awards: Hearts on Fire Award, Loyola Institute for Spirituality 2004 In recognition of his extraordinary contributions to the spiritual development of countless people in the tradition of St. Ignatius Loyola. Thomas More Award, Thomas More Society, Orange County Chapter 2001 HONORABLE GERALD G. JOHNSTON, Superior Court, County of Orange Gerald Johnston has been a Judge of the Orange County Superior Court since He has served in assignments to limited Jurisdiction, the Civil Trial Panel, and the Probate and Mental Health Court. From 1995 to 1999, Judge Johnston served as the Deputy Secretary for Law Enforcement and General Counsel for the California Environmental Protection agency. He was a Deputy District Attorney for Orange County from 1984 to He obtained his J.D. in 1984 from USC and his bachelor s degree in 1980 from the University of Redlands. HONORABLE RONALD P. KREBER, Superior Court, County of Orange Succeeded to court upon majority vote of judges in county [pursuant to Prop. 220] to convert Municipal Courts to Superior Courts, effective August 10, Appointed to South Orange County Municipal Court (succeeding Judge David C. Velasquez, elevated) by Governor Deukmejian October 31, 1990 (oath November 18, 1990), and elected in 1992 (unopposed). Presiding Judge, Assistant Presiding Judge, Judge, Municipal Court, North Orange County Judicial District, Orange County, October 21, 1988 (date of oath) to November 18, 1990, appointed by Governor Deukmejian September 28, Served periodically on regular basis as Judge pro tempore, Municipal Court, Orange County Harbor Judicial District, Orange County, Private law practice, Newport Beach, CA, (sole practitioner, specializing in felony criminal defense). Deputy District Attorney, Orange County, (Special Assignments Grand Jury, September 1978 to May 1979; Narcotics Task Force, July 1974 to September 1978; Felony Panel, May 1973 to July 1974; and trial deputy, February 1972 to May 1973); Police Officer, Los Angeles Police Department, Worked in electronics industry, United States Marine Corps LL.B. (1971), West Los Angeles School of Law, Los Angeles, CA (Student body President, 1971; member, Law Review, and author of Law Review article, Knock Notice by Police Before Entry Into a Home ). Attended: University of Southern California Law Center, Los Angeles (March - May 1975 and 1976, specialist classes); Southwestern School of Law, Los Angeles (January 1966 to June 1967); Loyola (now Loyola Marymount) University, Los Angeles (September 1963 to December 1965); and Arizona State University, Tempe, AZ (June - September 1959). Admitted to California Bar January 5, 1972; and to U.S. District Court, Central District of California, January 1972, Southern District of California, February 1981, and Northern and Eastern Districts of California, October 1986.
7 Member: California Judges Association, ; Orange County Federal Bar Association, (Founding Member; member, Board of Directors, 1987; Criminal Law Seminar Co-chair, 1987); Orange County Bar Association, (Founder s Circle Member; Co-chair, ( ) and Activities Chair ( ), Hawaii Law Seminar); South Orange County Bar Association, (Treasurer, 1988); Newport Harbor Bar Association, (President, 1986; Treasurer, ); and Rotary Club, Laguna Beach, (currently inactive). Former member: Orange County Trial Lawyers Association, (Board of Directors, 1984 and 1982); Association of Specialized Criminal Defense Advocates, (Secretary/Treasurer, ); and Orange County Narcotics Officers Association, Patron, American Paralysis Association, Orange County Guild, Football booster, Laguna Beach High School and Mater Dei High School, Named Municipal Court Judge of the Year (1995) by the Orange County Trial Lawyers Association. Born March 18, 1937; Yankton, South Dakota. Married. Three Children. Republican (was an active supporter of candidates; members of Solidarity Program in Support of Incumbent Judge. HONORABLE ELAINE STREGER, Superior Court, County of Orange Judge Elaine Streger was appointed by Governor Wilson and sworn in by Chief Justice Ronald George on February 28, Prior to her appointment, she served 15 years on the Orange County Superior Court Legal Research Department, the last nine as Supervising Attorney. She was also an Adjunct Professor at Western State University School of Law and was in private practice from She is a past president (1990) of the OCWLA (Orange County Women Lawyers Association) and was chosen Outstanding Lawyer of the year in 1995 by OCWLA. Judge Streger received her B.S. degree cum laude (with a major in chemistry) from Brooklyn College. Prior to starting law school in 1975, she had worked as a research biochemist in the pharmaceutical industry, as a junior high school science teacher and as a Tupperware Lady. She received her JD summa cum laude from Irvine University School of Law and has been an active participant in the community, serving as a Reserve Deputy in the Orange County Sheriff s Department from , and frequently lecturing on legal topics, particularly civil law and motion. HONORABLE JAMES L. WALTZ, Superior Court, County of Orange College: California State University, Northridge. BS 1976 (Business Administration) Law School: Whittier College, School of Law. JD June Admitted: Dec Military Service: Captain, United States Army, Judge Advocate General s Corp. Active duty 1980 to 1983; Stuttgart, Germany. United States Army Reservist until Awarded the Army Commendation Medal for service as a prosecutor and awarded a second Army Commendation Medal for service as a defense attorney. Federal Prosecutor: United States Department of Justice, Organized Crime Section, federal prosecutor, assigned to the L.A. Strike Force and prosecuted organized crime cases until leaving government service. Morris, Polich & Purdy: LA based insurance defense firm, and assigned to its Orange County office. Trial attorney representing defendants in a wide range of civil litigation, including personal injury, construction defect, and business disputes. Opened and manage the firm s San Diego Office until leaving to pursue a solo practice in Orange County. Solo Practice: Mixed litigation practice. Represented both plaintiffs and defendants in civil matters filed in state courts. Represented individuals charged with federal crimes within the Central District. Also handled direct appeals filed within the Ninth Circuit Court of Appeal and represented condemned defendants regarding federal habeas petitions filed in the District Court. Served on the following federal court panels: 1) Indigent Panel for the Southern Division; 2) Indigent Panel for the Eastern Division; 3) Death Penalty Panel and 4) Ninth Circuit Appeals Panel. Judge Pro Tem: Orange County Superior Court Judge Pro Tem - Central & Harbor Justice Centers. Arbitrator: Orange County Superior Court Arbitrator Panel, Personal Injury.
8 Judicial Career: Elected to the Orange County Superior Court in July 2002 as a Superior Court Commissioner and assigned to the Family Law Panel. Assignments: Child Support Calendar (L-52) Domestic Violence Calendar (L-63) present Misc. Information: Married to Benita M. Waltz, massage therapist. No children. Two dogs, Webster and Tosha. ROSEMARY AMEZCUA MOLL, Attorney at Law EXPERIENCE Amezcua-Moll & Associates March Present Attorney at Law General practice with a concentration in business, employment and real estate law. Member of the Orange County Bar Association, currently serving on the Executive Committee to the Real Estate Section and this year s program chair. Member of Orange County Trial Lawyer s Association. Member of the Orange County Trial Lawyer s Association softball team. Successfully negotiate and litigate for clients Marla Merhab Robinson APC June March 2005 Attorney at Law Transactional and litigation attorney. Draft, review, and negotiate various contracts, leases, and employment agreements. Draft employment manuals and policies. Counsel business clients on multiple employment issues from implementing to enforcing policies. Experienced in bench trials, arbitrating, and mediating matters for corporate clients. Successfully argued and was granted ex parte relief restraining a party from drawing on an irrevocable letter of credit. Self Employed December June 2003 Attorney at Law Contract attorney, made court appearances, conducted legal research, and advised clients as necessary. Business Consultant & Notary Public April 2002 December 2002 Assist clients in establishing successful techniques for building business, marketing business and business management. Responsible for strategic planning, developing processes and procedures, as well as modifying existing processes and procedures. Independent Contractor to loan signing companies, responsible for Notarizing loan signing documents. Fuller & Amezcua, Ltd., Irvine, CA May 2000 March 2002 Director of Corporate Affairs / Consultant Primary responsibilities included both internal and external tasks. Internal tasks related to the every day tasks necessary to building and maintaining a successful business; such as, development and maintenance of an effective budget, soliciting potential clients, drafting and submitting proposals, negotiating and finalizing business contracts, hiring and training of staff, and administering payroll and insurance benefits to a pool of employees and subcontractors. The external tasks related to the tasks our company was contracted to carry out. Primary area of specialization lies in real estate contract review with an emphasis on lease audits, government relations, and site acquisition. Each contracted for position included project development and project management. Successful projects included a critical role in Project Vertical. Project Vertical was an integration project between Verizon Wireless and SpectraSite Communications. Primary responsibilities included contract review, implementation of processes and procedures, management of data, long-term planning analysis, and recruiting, training, and managing a staff of paralegals. Critical attention to detail resulted in saving SpectraSite Communications over $720, by spotting serious problems within the project.
9 Another satisfied client includes AT&T Wireless. Contracted for the purpose of creation and carryout of a processes and procedures strategy for an effective file consolidation of their Real Estate and Construction Department for the Los Angeles market. Responsibilities included hiring, training and managing staff on this developed process. This developed processes and procedures are currently saving AT&T Wireless an immeasurable amount of money as it has lead to complete, effective and efficient accessibility of data. Additionally, AT&T Wireless is currently contemplating implementing this developed processes and procedures on a National level. Represented Sprint PCS as their government relation s specialist. Tasks included zoning research, proper filing of zoning documents, coordinating with project managers, architects, engineers, landlords / owners and governmental agencies and participating and providing strategic input on all critical decision making conference calls. Maternal Outreach Management Systems, Santa Ana, CA June 1999 July 2000 Volunteer Director of Corporate Communications Worked directly with the Executive Committee and the Board of Directors on expanding awareness in the community. Wrote and presented speeches aimed at gaining financial support within the community. Served as a mentor to others both in the organization and in the community. Assisted the Executive Committee with the development of persuasive videotext and effective production. Worked in accordance with United Way s proposed guidelines as a charitable organization supported by them and worked hand in hand with the Executive Director on strategic approaches to appealing to the community at large and to individuals. Law Offices of Daniel S. March, Santa Ana, CA October 1999 March 2000 Legal Assistant Provided temporary assistance to the attorney in all pending civil and criminal cases, prepared and filed new cases. Drafted correspondences between the attorney and the clients, performed legal research and drafted legal briefs. Interacted with clients and third parties regarding discovery matters and assisted attorney with strategic ideas for building the business. Prepared a complete client database for the attorney, assisted in the filing of all the legal documents on a daily basis. Worked collectively with the other legal assistants in running the office effectively in the absence of the attorney. EDUCATION Chapman University School of Law Juris Doctorate, May 1999 Dean s Award of Excellence for Negotiations Competition, Spring 1999 Member of the Alternate Dispute Resolution Board, Negotiations Team, Spring 1999 Public Relations Director for the Sports & Entertainment Society, Member of the Sports & Entertainment Society, East China University of Politics & Law Completion Certificate, Summer 1998 Successfully completed the 14th Annual Summer Program, 1998 Nottingham University, England Study Abroad, Fall 1994 Completed study abroad program, Fall 1994 Long Beach State University of Long Beach B.A. Speech Communications, May 1995 President s List Fall 1993 and Spring 1994 Dean s List Fall 1992 and Spring 1993 Member Track and Field Team Member Cross Country Team 1990 SKILLS / OTHER ACCOMPLISHMENTS Currently serving on the board of directors for La Calle News, Inc. Volunteer speaker for conferences aimed at mentoring at risk young women. Featured on the Economic Journal (a local cable show in Orange County that covers successful businesses) in May 2001 for entrepreneurial accomplishments. Excellent communicator highly poised in public speaking and in the art of persuasion. Analytical, detail oriented, and excels in creating, coordinating, and managing projects and complex tasks in a timely manner. Represented the United States in Europe and Australia competing in basketball and track and field Raised over $5, for the Leukemia Society and completed a marathon in Alaska, June 1999.
10 CHRISTOPHER N. ANDAL, Attorney at Law Mr. Andal is an associate at The Marquart Law Group located in South Orange County. Mr. Andal s practice includes the representation of individuals and businesses in matters of civil litigation with an emphasis on cases involving personal injury, products liability, wrongful death and business disputes. Mr. Andal further practices estate planning and litigation and DUI/DWI defense. Mr. Andal is currently serving as the 2009 Chair of the Young Lawyers Division [YLD] of the Orange County Bar Association and serves on the OCBA s Board of Directors. Mr. Andal began his legal career as a file clerk and was a paralegal and office manager for several litigation firms before becoming an attorney. Mr. Andal received his law degree from Southwestern University School of Law in December 2005 and was admitted to the California State Bar in June Mr. Andal is very much native to Orange County. He attended high school in Dana Point and attended the University of California at Irvine. He is a member of the Orange County Trial Lawyers Association, Consumer Attorneys Association of Los Angeles and Filipino American Chamber of Commerce of Orange County and volunteers at Orange County s Public Law Center. LUIS A. BARBA, Attorney at Law Luis Barba is currently Of Counsel to the Law Offices of Jennifer Axelrod. His practice is focused in the areas of Family Law and Civil Litigation representing consumers in all aspects of litigation. He is also licensed to practice law in the state of Nevada. Prior to joining the Law Offices of Jennifer Axelrod, Luis worked for the firm of Russakow Ryan Johnson practicing in the areas of Family Law and Civil Litigation wherein he tried several cases in court and arbitration. Luis also worked for the firm of Todd, Ferentz, Bowne & Barba handling general civil litigation matters with an emphasis on securities litigation representing investors who had lost monies in the stock market due to fraudulent broker-dealer practices going against such firms as UBS Financial Services, Merrill Lynch, and Morgan Stanley. Luis earned his law degree from Southwestern University School of Law, graduating in the top 20% of his class. He was also associate editor of Southwestern Law Review and received the Dean s merit scholarship. Prior to attending law school, Luis worked for the Public Defender s office assisting in child placement. He also interned with the Fraternal Order of Police in Washington, D.C. working as a lobbyist. JOHN A. BERGEN, Attorney at Law EDUCATION: California State Polytechnic University, San Luis Obispo, California, Bachelor of Science, 1964; Northwestern University School of Law, Chicago, Illinois, Juris Doctor, 1967 ADMITTED TO PRACTICE: Illinois, 1968; California, 1969; U.S. District Court, Central District, 1971; U.S. Supreme Court, MILITARY SERVICE: Captain, U.S. Marine Corps Reserve, active duty 1967 to Judge Advocate, trial and defense counsel in court martial proceedings at Marine Corps Base, Camp Pendleton, California, and at Force Logistic Command, Danang, Republic of Vietnam. PRACTICE HISTORY: After affiliation with several small Santa Ana firms beginning in 1970, Mr. Bergen has had his own practice in Santa Ana, and now Orange, California since Work has included business and real property matters, including litigation, trials and appeals in all Southern California state and federal courts from Ventura to San Diego. Matters have included title and title insurance matters, construction defect litigation, mechanics liens, partnership and corporate dissolutions, prescriptive and implied easements, contract disputes and related matters, unfair competition and unfair trade practices for both for plaintiffs and defendants, and estate planning. Mr. Bergen has been a CEB and CLE lecturer for both Continuing Education of the Bar and The Rutter Group. Topics have included fundamentals of real estate, financing, escrows and related topics. From 1978 to 1980, he was an adjunct faculty member teaching real estate finance at the Cal State Fullerton Business School,
11 PROFESSIONAL AFFILIATIONS: State Bar of California; Orange County Bar Association (Business Litigation Section (chair 2004), Real Property Section (section chair 2008/2009), Solo Practice/Small Firm (2002 chair); and Orange County Trial Lawyers Association. Mr. Bergen served on the OCBA Board of Directors from 1979 to 1983; and on the OCBA Client Relations (ethics) Committee from 1975 to 2008 (chair ). Martindale-Hubbell rating: AV. JOSEPH L. CHAIREZ, Attorney at Law Joseph Chairez is a partner in the Costa Mesa office of the national law firm of Baker & Hostetler. As an experienced litigator, Mr. Chairez has successfully handled a broad range of complex litigation including insurance coverage, products liability, labor and employment matters and environmental cost recovery. Mr. Chairez is a featured speaker at Continuing Legal Education Seminars on equal access to justice issues, trial practice and insurance coverage litigation. Mr. Chairez is a Governor on the Board of Governors of the State Bar of California, where he serves on various committees, including as State Bar liaison to the California Commission on Access to Justice. Mr. Chairez is the immediate past co-chair of the California Commission on Access to Justice, where he also served as vice-chair of the Language Barrier Committee. For the State Bar, Mr. Chairez has been a member of the Diversity Pipeline Task Force and the Justice Gap Fund Task Force. Mr. Chairez is the past President of the Orange County Bar Association and immediate past President of the OCBA Charitable Fund. He is a past President of the Orange County Hispanic Bar Association, the Celtic Bar Association and a member of the Executive Committee of the Hispanic Education Endowment Fund. He is on the Board of Directors of the El Viento Foundation and former Board member of the Public Law Center. Mr. Chairez received his Bachelor of Arts degree from University of California at Berkeley and his Juris Doctorate from University of California at Davis School of Law. JANET M. CHRISTOFFERSEN, Attorney at Law Ms. Christoffersen is a Research Attorney for the Orange County Superior Court, currently assigned to the Civil Law and Motion Section of the Legal Research Department. She received her undergraduate degree from UCLA and her J.D. from Southwestern University School of Law. Prior to joining the Legal Research Department in 2001, Ms. Christoffersen worked as an attorney for over 20 years in civil litigation, plaintiff and defense, sat as judge pro tem in Orange County s North Branch courthouse, and was on the court-appointed panel of arbitrators for San Bernardino County Superior Court, Rancho Cucamonga. CAROLYN M. DILLINGER, Attorney at Law Carolyn M. Dillinger graduated from Vanguard University with a B.A. in History/Political Science. She received a fulltuition scholarship from Western State University College of Law, where she served as an editor of the law review, and graduated magna cum laude. She passed the California bar exam in 2003 and was licensed to practice law at the age of twenty-two. She passed the Nevada bar exam in 2005 and maintains active licenses in California and Nevada. Before starting her law practice, Ms. Dillinger worked as a business banker at Wells Fargo, which provided the business background and sales training that she now uses to manage her practice and work with business clients. Ms. Dillinger is an adjunct professor teaching Negotiations at Argosy University and has taught Business Law at Vanguard University. She is a frequent guest lecturer to law students, MBA students and undergraduate students. She has presented many times for the Orange County Bar Association. She presented before the American Bar Association in 2007 and in She has been an executive committee member of the Solo/Small Firm Section of the Orange County Bar Association, and served as its Chair in 2008.
12 Ms. Dillinger has had her law firm for more than five years. She has developed a boutique law practice, which focuses on forming professional corporations for attorneys, doctors, cpas, and psychologists. She advises entrepreneurs on their business transactions. Carolyn is married to Ken Dillinger, her husband of almost 10 years, and they have one son (Ken IV) who will be two years old in October. Her hobbies include working out, playing tennis, singing, and playing the piano. She and her husband have participated in mission trips to the Philippines, Costa Rica, Mexico, and within the United States. It is an honor for her to be here with you sharing her passion for business transactions. Congratulations on joining the California Bar! BETH K. EAGLESON, Attorney at Law During her career, Ms. Eagleson has represented both plaintiffs and defendants in employment and other civil matters, as insurance defense counsel, senior in-house litigation and advice counsel to Sempra Energy, and its subsidiaries San Diego Gas & Electric Company and Southern California Gas Company, and, currently, in her own solo practice in San Clemente. She has tried and arbitrated numerous employment and traditional labor cases. Ms. Eagleson has been an active participant in several bar associations, and law-related and non-law-related organizations. She is currently a member of the Judicial Nominees Evaluation Commission (JNE) of the State Bar of California. WILLIAM A. FLORATOS, Attorney at Law William A. Floratos, Esq., graduated from Pepperdine University School of Law, was admitted to the State Bar of California in He is a founding principal of Floratos, Loll & Divine and has over 26 years of litigation experience. Mr. Floratos has been a principal of the firm since its inception in Prior to that time, Mr. Floratos had established his own successful law practice emphasizing representation of clients in litigation. Mr. Floratos is an experienced trial lawyer who leads the litigation practice of FLD. His practice entails the representation of clients in complex business litigation matters. He has successfully prosecuted cases resulting in multi-million dollar awards for his clients and has represented real estate syndicates, developers, builders, manufacturers, distributors, and service providers. Mr. Floratos' present and past affiliations include the Trial Lawyers Association of America, the American Bar Association, and the Orange County Bar Association. Mr. Floratos has lectured at schools and Universities regarding business law and business litigation matters. JOSEPH M. GEIS, Attorney at Law Joseph M. Geis is in private practice at the Elder Law Center, located in Laguna Hills California. His practice areas include estate planning, probate, trust administration, conservatorships, guardianships Medi-Cal planning and other Elder Law issues. Mr. Geis earned his B.S. degree from Brigham Young University in 1990, and his J.D. degree from the J. Reuben Clark Law School of Brigham Young University in Mr. Geis was admitted to the California Bar in Mr. Geis has served on the Executive Board of the OCBA Trusts and Estates Section for the past three years and is currently the Program Co-Chair. He is a frequent presenter for the OCBA Bridging the Gap program and is also a member of the OCBA Elder Law Section.
13 DONALD J. HAMMAN, Attorney at Law Donald J. Hamman is a shareholder in the law firm of Stradling, Yocca, Carlson & Rauth, located in Newport Beach, California. He has served on the firm s Board of Directors and as the head of the Business and Employment Litigation Department, and the Environmental Law Practice Group. Mr. Hamman is a graduate with high honors of the University of California at Santa Barbara, 1977, and Hastings College of the Law, Mr. Hamman is a trial attorney regularly appearing in state court in Orange, Los Angeles, San Diego, Riverside and San Bernardino Counties. His areas of expertise include commercial and real estate litigation, including contract disputes, real estate and equipment leasing, liens and foreclosures, partnership or corporate dissolutions, title, specific performance, land use, eminent domain, and construction cases representing developers, investors, title companies, real estate brokers, design professionals, banks, lenders, redevelopment agencies, cities, contractors, and manufacturers. He periodically sits as a Judge Pro Tem for the Orange County Superior Court and is a member of the State Bar of California Litigation, Real Estate, Business, and Environmental Law Sections and the OCBA Business Litigation, Real Estate Law, and Toxics & Environmental Law Sections. Among the types of cases Mr. Hamman has litigated are: 1. cases involving breach of a covenant not to compete; 2. judicial foreclosure actions and lawsuits to prevent nonjudicial foreclosure; 3. commercial and residential CC&Rs, homeowners association and neighbors disputes; 4. breach of contract to buy, sell and lease real and personal property and personal guarantees, options and rights of first refusal; 5. lawsuits against officers and directors; 6. foreclosure of mechanics liens; 7. construction project cases, including allegedly negligent design cases; 8. environmental, contamination remediation cost recovery actions; 9. eminent domain and condemnation cases; and 10. boundary disputes. Mr. Hamman has taught several CLE courses and seminars including: 1. Efficient and Effective Use of Paralegals; 2. Litigation Workshop for the National Association of Certified Valuation Analysts Learning Institute; 3. Contract Law - A Practical Approach for the National Association of Purchasing Management; 4. Basic Contract Law; 5. Deposition Techniques; 6. Jury Selection; 7. Recent Developments In Environmental Law; 8. Introduction To Eminent Domain Law; 9. Commissioner Application and Selection Process; and 10. Panelist, Orange County Business Journal Environmental Breakfast. Mr. Hamman is married, a father of two, an avid saltwater fisherman and basketball fan, and a native Californian. He is actively involved in Voyager s Bible Church. AMY E. HAUPERT, Attorney at Law Amy E. Haupert is in private practice with the Law Office of Fay Blix, in Laguna Hills, California. Her practice areas include estate planning, trust administration, probate, and elder law. Amy earned her B.A. degree from San Diego State University in 1991 and her law degree from McGeorge School of Law, University of the Pacific in Amy is the past Secretary and Co-Program Chair of the Executive Board of the Trusts and Estate Section of the Orange County Bar Association and currently serves as Vice-Chair of the Executive Board. She is a regular speaker for the Bridging the Gap program presented by the Orange County Bar Association and is a member of the Elder Law section of the Orange County Bar Association. Amy was also accepted as a member of Cambridge Who s Who of Executives, Professionals and Entrepreneurs.
14 STEVEN G. HITTELMAN, Attorney at Law Mr. Hittelman is a Certified Specialist in Family Law and an associate with the family law specialty firm of Minyard and Morris, LLP. He graduated from California State University, Northridge in 1986 with a B.A. in psychology. He received his J.D. from Southwestern University School of Law in Mr. Hittelman was the first Deputy District Attorney hired exclusively for the Orange County District Attorney's Family Support Division. As part of his duties, he developed some of the practices and procedures still in use today. Mr. Hittelman has chaired the OCBA Family Law Section Executive Committee. He is a member of the Beverly Hills and Los Angeles Bar Associations and is co-chair of the California State Bar Family Law Section Financial Issues Committee South. He is active in Orange County legal activities, including the Constitutional Rights Foundation mock trial competition, the Public Law Center and numerous continuing education forums. He has also written articles for the Orange County Lawyer Magazine. KRISTEN C. LARA, Attorney at Law Kristen C. Lara graduated cum laude from the University of California, Los Angeles, in 2003, with a B.A. in English and Women s studies. She received her J.D. in 2007 from Loyola Law School, Los Angeles. Prior to joining the Public Law Center (PLC), she externed at Public Counsel, the public interest law office of the Los Angeles County and Beverly Hills Bar Associations, where she helped parents adopting children from the dependency system to finalize adoptions. In September 2007, she joined PLC as an Equal Justice Works AmeriCorps Fellow, assisting low income clients with family law issues such as dissolution, child custody and visitation, domestic violence, and guardianship. She is presently PLC s Housing and Homelessness Attorney. As the Housing and Homelessness Attorney, Kristen provides direct legal services to low income clients with a variety of housing issues including eviction defense, habitability, mobile homeownership, and subsidized housing benefits. She also coordinates PLC s Homeless Advocacy Project which provides free legal services to Orange County s indigent and homeless population through weekly legal clinics at Share Our Selves, and during the winter months, at the National Guard Armory Homeless Shelters. ANDRE MANSSOURIAN, Attorney at Law Currently employed as a deputy district attorney with the Orange County District Attorney s office. Assigned to the Special Prosecutions Unit. That unit prosecutes high profile crimes, political corruption cases, crimes committed by police officers or elected or public officials, and crimes committed upon elected officials or public officials. Attended UC-Santa Barbara and graduated in 1994 with a B.A. degree in Political Science. I then attended Santa Clara University School of Law and graduated in 1997 with a J.D. Following graduation, I was a law clerk with the Orange County District Attorney Homicide Unit until after I passed the 1997 bar exam. After admission to the bar, I began working as a criminal defense attorney. I was employed by two private defense attorneys who needed a young associate. As a defense attorney, I did jury trials, preliminary hearings, pretrial hearings, motions, and even simple appearances to continue cases in situations where my employer was unable to be in court himself. I did that for nearly two years until I began working as a deputy district attorney for the Orange County DA in March of While at the Orange County DA s office, I have worked in the Felony Jury Trial Unit, Misdemeanor Jury Trial Units, Felony Charging Unit and Juvenile Justice Unit. I have done over 55 jury trials, 50 court trials, and countless motions and miscellaneous hearings. My current case load includes cases such as kidnapping for ransom, torture, attempted murder, sexual assault, solicitation for murder, criminal threats and pimping just to name a few.
15 STANTON T. (TERRY) MATHEWS, Attorney at Law Firm principal of Mathews, Funk & Associates, a firm recognized for its expertise in civil jury trial work. The firm is frequently retained by individuals and organizations on cases involving injury in bad faith, professional negligence, fraud and unfair business practices. He has represented a broad spectrum of catastrophically injured persons including those with spinal cord and brain injuries, severe burns, and birth injuries. Mr. Mathews is a member of the Bar Registry of Preeminent Lawyers and the Million Dollar Advocates (a group reserved for trial lawyers with qualifying jury verdicts). He is listed in Who's Who in American Law and is among the select group of attorneys who have attained the prestigious "AV" rating. He is the author of the practice ^P treatise for attorney's "California Causes of Action." TERESA A. MCQUEEN, Attorney at Law Ms. McQueen is a skilled communicator and a published author in the area of Water Law. Prior to joining Pedersen Law & Dispute Resolution Corporation in January 2006, Ms. McQueen established her own solo law practice in 2003 where she developed a strong knowledge and experience base as a general business counselor. At Pedersen Law, Ms. McQueen specializes in providing transactional and administrative law services to a diverse client base which runs the gamut from corporations and LLC's to individual entrepreneurs, professionals and individuals. As the firm s "Transactional Department" Ms. McQueen works diligently with her clients assisting them in developing/auditing Employee Handbooks, creating forms, policies, practices and procedures for the proper implementation of human resource functions. She also represents clients in negotiating and drafting stock/asset purchase agreements, assisting with entity formation, buy/sell agreements, real estate matters (negotiations and litigation) and representation in administrative proceedings before the Division of Labor Standards Enforcement. Although primarily the firm s transactional attorney, Teresa also represents clients in both real property and elder abuse litigation matters. Ms. McQueen is admitted to practice before all California state courts. EDUCATION & TRAINING J.D., Chapman University School of Law, Orange, CA, May 2002 Bachelor of Dance, University of Idaho, Moscow, ID, December 1988 PUBLICATIONS California Motions in Limine, Published by Esquire One Publishing, May 2000, updated October 2001 (Research Assistant First Edition, May 2000, Editor/Co-Author and Research Advisor 2001 Update, October 2001) Beyond Litigation: Case Studies in Water Rights Disputes, Published by the Environmental Law Institute, January 2002, Chapter 3 pages (Student author, First Edition, January 2002) Tulare Lake Basin Water Storage District, et al., v. United States: Takings Victory or ESA Reform Test Case? Hot Topics Report Published in the ABA Nat'l Quarterly on State and Local Govt. Law the Urban Lawyer Vol. No. 37, Issue No. 3. (Summer 2005) Op-Ed: California Attorney Guidelines of Civility and Professionalism Big News Magazine of the Solo/Small Firm Section of the State Bar of California (November-December 2007) SEMINARS & LECTURES Solo/Small Firm Practice (July 2006) Orange County Bar Association Bridging the Gap: Presentation on starting a solo/small firm practice. Human Resources 101 For Small Businesses (October 2007) ADP Payroll Services: Panel presentation on basic things every employer should know: Hiring Process, Classifying Employees, Offers of Employment, Policies and Procedures, Handling Problems, and Termination and Exit Interview Process. Ethics and the Implications of the New Civility Rules of Professional Conduct (January 2008) State Bar of California Section Education Institute 2008: Panel presentation on the State Bar's new civility rules and their impact on the everyday practice of law.
16 PROFESSIONAL AFFILIATIONS & ACHIEVEMENTS Selected as a Southern California Super Lawyers "Rising Star" by Law & Politics and the publishers of Los Angeles Magazine for 2007 State Bar of California (Bar Number ) o Solo and Small Firm Executive Committee Member o Environmental Law Section Member o Conference of Delegates of California Bar Associations: OCBA Delegate Orange County Bar Association Member: o OCBA Board Member Elected Term ; YLD Appointee 2007 o Solo/Small Firm Section Section Chair 2006; Section Secretary 2005 o Solo/Small Firm Section Executive Board Member Present o Young Lawyers Division Chair 2007; Chair-Elect 2006; Ed. Comm. Chair 2005; o Appointments Committee Member 2007 o Law Day Committee Chair 2007, 2006 o Bridging the Gap Committee Member Present o Resolutions Committee Employment Law Specialty Group Present American Bar Association Member: o o State and Local Government Law Section Member Environment, Energy & Resources Section Member Agricultural Management Committee Member Water Resources Committee Member Orange County VIP Mentors Board Member 2006 Present City of Costa Mesa Traffic Ad Hoc Committee Resident Member Volunteer Pro Bono Attorney Public Law Center BRIAN J. MILLS, Attorney at Law Practice concentrated in employment litigation and counseling. Represents employers in all areas of employment law, including litigation involving wrongful termination; retaliation; sexual harassment and discrimination based on age, race, disability and sex; wage and hour issues; Labor Code 132a claims; trade secrets; and unfair competition and business practices. Counsels employers regarding all aspects of the employer-employee relationship including development of employee handbooks and policy and procedure manuals. Also advises businesses on federal and state public accommodation access laws. Attorney with Snell & Wilmer, LLP in Costa Mesa, California. Graduated Loyola University of New Orleans School of Law (J.D. magna cum laude); North Carolina State University (Master's Program in Experimental Psychology); University of California at Irvine (B.A. Psychology). NEIL PEDERSEN, Attorney at Law Neil Pedersen graduated from Western State University here in Orange County as co-valedictorian and editor-in-chief of Law Review in Neil worked in a couple of business litigation firms for the first five years of his practice, and then opened his own firm here in Orange County in Of interest to this group - In the late 90 s one of Neil s clients brought him in-house to do a two year stint as the General Counsel and Vice President of Corporate Policy for a high technology telecommunications company before it was acquired and merged into a larger publicly traded company. In that capacity, Neil was responsible for human resources and negotiating and documenting all business transactions of the company. In 2000, he re-established his OC firm, the Pedersen Law & Dispute Resolution Corp., a six attorney law firm dedicated to representing policyholders in insurance coverage and bad faith disputes, plaintiffs and defendants in wrongful termination and other employment-related matters, complex business litigation, and business transactional work.
17 NATHAN R. SCOTT, Attorney at Law Nate Scott is an appellate lawyer. He has handled 140 appeals and writs as a senior attorney for the Court of Appeal. He chairs the OCBA Appellate Law section and speaks on appellate advocacy and motion practice. His appellate practice articles have appeared in the Los Angeles Daily Journal, Orange County Lawyer, and the Recorder. He litigated appeals and high-stakes business cases at Cox, Castle & Nicholson and Kirkland & Ellis. Nate serves on the OCBA Administration of Justice, Resolutions, and Bridging the Gap committees. He volunteers for the Public Law Center and the Constitutional Rights Foundation-OC and served as counsel to the LA Police Commission s Rampart Independent Review Panel. He graduated from UCLA, summa cum laude, and Harvard Law School. JEFFREY C. TATCH, Attorney at Law I grew up in South Orange County. I graduated from Corona Del Mar High School in I attended the University of California, San Diego and graduated on the dean's list, with a degree in Speech/Communications. I attended Western State University, College of Law, and graduated with honors. During law school, I gained three years of valuable experience working in the Orange County District Attorney's Office, as a California State Certified Law Clerk. After the bar exam, I began practicing Criminal Defense for Bridgman, Mortkin, & Shapiro, a firm out of Fountain Valley. After spending nearly 2 years, exclusively practicing defense at the West and Central Justice Center for the firm, I opened my own practice, across the street from The West Justice Center. I have been in private practice for over 9 years now. I litigate all levels of criminal cases, including, homicide, gang crimes, DUI, domestic violence, drug crimes, sexual assault, fraud, theft, juvenile defense and many others. Over the years I have conducted 59 jury trials, and gained many not guilty verdicts, and outright dismissals. KAYLEENE H. WRITER, Attorney at Law Kayleene Writer has been practicing law in Orange County since She acquired her undergraduate degree from the University of California, Irvine and her Juris Doctorate degree from Thomas Jefferson School of Law in San Diego. Ms. Writer was admitted to the Supreme Court of California in July 1998 and into the U.S. District Court, Central District, in August A familiar face in the legal community, Ms. Writer is active in several legal organizations such as the Orange County Bar Association, the OC Barristers and the OC Women Lawyer s Association. She is a regular volunteer with the Public Law Center and a frequent guest lecturer on family law issues at California State University, Long Beach. Ms Writer s practice focuses exclusively on Family Law. Today, her practice flourishes through referrals from satisfied clients and attorneys in Orange County and surrounding areas.
18 MICHAEL G. YODER, Attorney at Law Mike Yoder, a partner in O'Melveny's Newport Beach office and Head of that office's Business Trial and Litigation Practice, is an accomplished trial lawyer with a broad range of substantive experience, including securities, trademarks, unfair competition, trade secrets, business torts, insurance, contract, real estate, land use, and related commercial litigation. Mike is a Fellow of the prestigious American College of Trial Lawyers and was one of only 10 lawyers to be featured in the National Law Journal s 2008 "Winning: Successful Strategies from the Nation's Top Litigators" special report. He was also selected by his peers as one of "The Best Lawyers in America," for 2005, 2006, 2007 and Mike also has been recognized as a "Super Lawyer" and one of Orange County's "Top 50 Lawyers" in annual surveys conducted by Law & Politics Media Inc. and published in Los Angeles magazine. Mike has practiced in Orange County for over 27 years and plays a prominent role in the Orange County legal community, having served in numerous leadership positions for a variety of bar and civic organizations. Mike currently serves as President of the Orange County Bar Association, the second largest bar association in the State of California with over 8,000 members. Mike also has served as a Lawyer Representative to the Ninth Circuit Judicial Conference, as President of the Association of Business Trial Lawyers Orange County Chapter, and as Chair of the Orange County Bar Association's Judiciary Committee.
19 BRIDGING THE GAP STANDARDS FOR PROFESSIONALISM AND CIVILITY AMONG ATTORNEYS 17
20 ORANGE COUNTY BAR ASSOCIATION Standards for Professionalism & Civility Among Attorneys PREAMBLE The legal profession is a noble pursuit that once commanded the respect of all citizens. Recently, the profession s reputation has suffered in the eyes of many. To reverse this trend, and regain the confidence of a weary public, we hereby re-commit ourselves to the goals and ideals we set out to foster when we first determined to become lawyers. We will represent our clients in a manner that not only diligently protects and furthers their interests, but does so in a manner consistent with our dedication to professionalism and civility, thereby enhancing the reputation of the profession and, indeed, the legal system under which we live. Consistent with this renewed commitment, we adopt the following standards. These standards are not intended to replace or limit our obligations under the Rules of Professional Conduct or any other legal regime. Nor are they to be used as criteria for imposing liability, sanctions, or disciplinary measures of any kind. Nonetheless, it is our hope that they are voluntarily embraced by all members of the Bar. I. Counsel should communicate with the client in a way that will engender confidence in and respect for the legal profession by: II. A. Regularly keeping the client informed of the ongoing status of a case, including prompt reporting of all important developments, whether positive or negative; B. Promptly returning telephone calls, letters, s, and other communications from the client; C. Never fostering or encouraging unwarranted expectations or concerns of the client; and D. Striving to achieve a desirable objective for the client as expeditiously and economically as possible. Counsel should interact with adversaries in a professional and civil manner by: A. Acting professionally towards other counsel at all times; B. Acting courteously toward opposing counsel s secretaries, clerks, and other office staff, and never taking out frustration with opposing counsel on such individuals; C. Honoring commitments, whether oral or in writing; D. Not evading an adversary s attempts to communicate (whether by telephone, letter, , or other means), and responding to such attempts at the earliest reasonable opportunity; 18