Fall Forum
Welcome
Brochure
Schedule
Speakers
Materials
Exhibitors & Sponsors


Online registration is closed.
Please register at the door.

2007 Fall Forum Schedule

Table of Contents
Salt Palace Floor Plan

EXHIBITOR HALL - ROOM 250

7:30 – 8:00 Registration
8:00 – 8:15

Welcome: Laurie Gilliland & Jon Rogers – Co-Chairs, Fall Forum
Room - 251

Peter W. Billings, Sr. Award - Paul S. Felt

8:15 – 9:45

MORNING PLENARY (Ethics) Unbundling Legal Services – with Forrest Mosten
Room - 251

Collaborative Law Stipulation

From Adversaries to Collaborators: Innovative Family Law Practice

Convening Collaborative Law Cases: Turning Calls into Clients

ABA Model Rule

Models of Use of Mediation with Collaborative Professionals

Standards for Certification in Alternative Dispute Resolution (ADR) Legal Practice: A Proposal (2004)

Range of Collaborative Models

ABA Ethical Opinion on Collaborative Practice

Principles & Guidelines for the Practice of Collaborative Law

Representing Your Clients in Mediation: Effectively Setting Up a Medation

ABA Model Rules RE Unbundling

Letter From Presiding Court Judge - Los Angeles

Limited Scope Representation

Limited Scope Client-Lawyer Agreement

Limited Scope Appearance Form

Los Angeles County Bar Association Unbundling Resolution

Lawyer May Limit Scope of Representation To Surface Analysis of Mediated Settlement

Limited Scope Services to be Performed

Unbundling Legal Services: Servicing Clients within Their Ability to Pay

New Family Lawyering Roles & Unbundled Legal Services

Converting From Unbundling to Full Service

Hypothetical: Monitoring the Unbundled Relationship

Report of the Unbundled Legal Services Monitoring Committee

9:45 – 10:00 BREAK
10:00 – 11:00 SESSION 1 1 hour CLE/NLCLE

Room
LITIGATION
250 C/F
GENERAL 1
150 G
CONSUMER
252
BUSINESS
150 A-C
HOT TOPICS
253

PRACTICE
MGMT & TECH
150 D/E

The Complexities of Evidentiary Privilege, the Only Evidentiary Rule that Applies to Every Stage of Every Proceeding, Adjudicator or Otherwise Part 1 – Attorney-Client Privilege

(Ethics)

Evidentiary Privilege in Utah

Hon. Dee V. Benson, U.S. Federal District Court

Prof. Collin Mangrum, Creighton University School of Law

What it’s like to be a Judge and How do you get to be one

Judicial Selection Index

Application for Judicial Office

Manual of Procedures for Judicial Nominating Commission

Before the Bench: The Utah Senate & Judicial Confirmation

Sen. Gregory S. Bell, Senate Judiciary

K.S. Cornaby, Jones Waldo Holbrook & McDonough

Hon. Robert K Hilder, 3rd District Court

Peter Stirba, former member Judicial Nominating Commission, 3rd District

Dean Kevin Worthen, Judicial Nominating Commission, 4th District

Robert S. Yeates, Executive Director, Utah Commission on Criminal and Juvenile Justice

Nuts & Bolts on the Practice of Consumer Law Part 1

A Discussion of Permissible Purposes for Obtaining & Using Consumer Credit Reports

Responsibilities of Credit Reporting Agencies Under the FCRA: 15 U.S.C. § 1681e & 1681i

Responsibilities of Furnishers Under the FCRA: 15 U.S.C. § 1681s-2(b)

FACTA Changes to the Fair Credit Reporting Act

Fair Debt Collection Practices Act

Unfair Debt Collection

Unfair & Deceptive Acts & Practices

Glossary of Dealer Terms

Autofraud Part 455 - Used Motor Vehicle Trade Regulation Rule

Davis v. Soccato

Basics of Landlord Tenant Law

Landlord Tenant UCAC § 78

WEB ONLY:
Smith v. Columbus Buggy Co., et al.

Larsen v. Exclusive Cars, Inc.

FTC Rule Concerning Preservation of Consumers' Claims & Defenses

Jon H. Rogers, Esq.

Tax and General Organization issues for the Small Business Client

Tax & General Organization Issues for the Small Business Client

Business Structure

Table of Contents

Gordon Jack and Eric Jack, Jack & Company, CPA

Unbundling Practices

(Ethics)

Unbundling Legal Services Attorney Letter

Pro Se Introduction: Unbundling Legal Services Is It Right for Me?

Unbundled Services Attorney List

Hon. James L. Shumate, 5th Judicial District Court

N. Adam Caldwell, Snow Jensen & Reese

Forrest Mosten, Mosten Mediation

Paranoia Mandatory– Blogging, email and more Tech Security

(Ethics)

Sample Email Acceptable Use Policy

Sample Internet Acceptable Use Policy

Lincoln Mead, IT Director, Utah State Bar

11:00 - 11:10 BREAK
11:10 - 12:10 SESSION 2 1 hour CLE/NLCLE

Room
LITIGATION
250 C/F
GENERAL 1
150 G
CONSUMER
252
BUSINESS
150 A-C
HOT TOPICS
253

PRACTICE
MGMT & TECH
150 D/E

The Complexities of Evidentiary Privilege, the Only Evidentiary Rule that Applies to Every Stage of Every Proceeding, Adjudicator or Otherwise Part 2 – Other Significant Privileges

(Ethics)

Hon. Dee V. Benson, U.S. Federal District Court

Prof. Collin Mangrum, Creighton University School of Law

Effective Use of Paralegals

Effective Utilization of Paralegals

Christina Schmutz & Karena Luttmer, Parsons Behle & Latimer

Eve Furse & Sharon Andersen, Salt Lake City Attorney's Office

Brian Johnson & Jodi Shumway, Strong and Hanni,

Victoria Kidman & Lorraine Wardle, Victoria Kidman and Assoc.

Kathryn Shelton, Durham Jones & Pinegar

Nuts & Bolts on the Practice of Consumer Law Part 2

 

Jon H. Rogers, Esq.

Basic Commercial Real Estate Acquisition

Basic Commercial Real Estate Acquisition

Sean Monson, Bennett Tueller Johnson and Deere

Point – Counterpoint "Transfer on Death Deed" Legislation

Beneficiary Deeds in California (Recent Events)

Beneficiary Deeds in Colorado

Form of Arizona Beneficiary Deeds Approved by Statute

Transfer on Death Deed is a Great Idea for Some, But Sometimes it May Not be the Best Choice

Transfer on Death Deed Avoids Probate

Transfer on Death Deeds for Real Property

Michael A. Jensen, Esq.

Paul D. Newton, Backman Title Company

Best Small Firm Case Management Software

Practice Management Software

Steven Blonquist, SmartLaw Business Consulting

12:10 - 1:45

LUNCH REMARKS
1 hour CLE/NLCLE
Room 251

Awards: Professionalism -

Distinguished Service -

Pro Bono -



Francis J. Carney

David R. Hall

Kelly J. Latimer
Christina L. Micken
Matthew D. Wride

  Governor Jon Huntsman, Economic Development in Utah
1:45 - 1:55 BREAK
1:55 - 2:55 SESSION 3 1 hour CLE/NLCLE

Room
LITIGATION
250 C/F
GENERAL 1
150 G
CONSUMER
252
BUSINESS
150 A-C
HOT TOPICS
253

PRACTICE
MGMT & TECH
150 D/E

Organizational Preparations for Trial

Discovery & Trial Plan Form

Kevin M. Sheff, Esq.

Thomas A. Schaffer, Esq.

Don't Become a Statistic Keeping Stress at Bay The Benefits of Meditation

Mediation & Stress Reduction

(Ethics)

Diane Hamilton, Mediator

Michael D. Zimmerman, Snell & Wilmer

Bankruptcy, Creditors & the Consumer Lawyer

Creditors' Rights in Bankruptcy

Paul James Toscano, Esq.

Capital & Securities Implications with Small Businesses

A Brief Synopsis of State & Federal Laws Related to the Issuance of Securities

Julian D. Jensen, Esq.

Recap on Family Law 2007

Outline: Custody & Visitation for Persons Other than Parent

Custody & Visitation for Persons Other than Parent

Outline: New Child Support Guidelines & Hot New Cases in Family Law

Douglas D. Adair, Jensen, Adair & Bornemeier, LLP

Russell Y. Minas, Esq.

Office 2007

Word 2007 Preview

Valori Bollwinkel, REAL Automation Solutions

2:55 - 3:05 BREAK
3:05 - 4:05 SESSION 4 1 hour CLE/NLCLE

Room
LITIGATION
250 C/F
GENERAL 1
150 G
CONSUMER
252
BUSINESS
150 A-C
HOT TOPICS
253

PRACTICE
MGMT & TECH
150 D/E

Expert Discovery: What you Can and Cannot Get!

Expert Reports & Expert Discovery Presentations

Rules & Cases

Magistrate Judge David Nuffer, U.S. District Court, District of Utah

Mark A. Glick, North Harvard Group

Mandatory Mentoring For New Attorneys – Recent Trends. Is Utah Next?

Why Formal Mentoring Programs Often Fail & How to Help Them Succeed

Utah State Bar Mentoring Working Draft

Rodney G. Snow, Moderator, Clyde Snow Sessions and Swenson

Margaret D. Plane, Salt Lake County Attorney's Office

Alan L. Sullivan, Snell & Wilmer

Clark Waddoups, Parr Waddoups Brown Gee & Loveless

Consumer Protection and Administrative Law

Anatomy of a Consumer Protection Case

Kevin Olsen, Director of Consumer Protection, Department of Commerce

Completing a Succession Plan

Buy-Sell Agreements Presentation

Scot B. Wilcox, Insurance Exchange

David R. York, Callister Nebeker & McCullough

A New Niche – Representing Buyers in Foreclosure Sales

Advising Clients Who Want to Buy Foreclosures

Bid Calculation

R. Steven Chambers, Vice President, Zions Bank

Remote Access – Free at Last

Mobility is Access, Not Accessories

Lincoln Mead, IT Director, Utah State Bar

 

4:05 - 4:15 BREAK
4:15 - 5:15 SESSION 5 1 hour CLE/NLCLE

Room
LITIGATION
250 C/F
GENERAL 1
150 G
CONSUMER
252
BUSINESS
150 A-C
HOT TOPICS
253

PRACTICE
MGMT & TECH
150 D/E

Judges Panel: Tips & Pointers from the Bench

Judge Kate A. Toomey

Judge Randall Skanchy

Hon. Lee A. Dever, Third District Court

Hon. Randall N. Skanchy, Third District Court

Hon. Kate A. Toomey, Third District Court

Hon. Vernice S. Trease, Third District Court

Exploring the World of Contract Work

Diana Telfer, Moderator

Marsha C. Thomas, Taylorsville Justice Court

Angie Nelson, Parsons Behle & Latimer

Julia M. Houser, Durham Jones and Pinegar

Real Estate Scams & Mortgage Fraud in Utah

Real Estate Scams & Mortgage Fraud

Derek Miller, Director, Division of Real Estate, Department of Commerce

Select Intellectual Property Issues, Mistakes and Solutions– What the Business Lawyer Should Know

Sample IP Indemnification Clauses

Sample Termination Clauses

Jon Christiansen, TechLaw Ventures, PLLC

Solving Problems with Your Billings for Attorney's Fees – Avoiding Headaches and Upset Clients

(Ethics)

Outline Solving Attorney's Fees Issues

Proposed Draft Rules for Fee Dispute Mediations

Utah Standards of Professionalism & Civility

Steven Johnson, Esq.

Cheap Tech Tips

Lincoln Mead, IT Director, Utah State Bar

Blair E. Janis, Wealth Counsel

5:15 - 6:30 PRO BONO RECEPTION
Room - 250


Fall Forum