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18TH Annual

SOLO & SMALL FIRM CONFERENCE June 13 - 15, 2013 | Branson, Missouri

VIP

S TA G K C A B

E

S S A P

r e y w a L a z o o l a P R egister

celebrate. collaborate. connect.

April 16 | Save $100 | See inside for details www . sasfconference . org | 888-253-6013 Corporate Sponsors (to date) Conference Partners (to date) by

Diamond

Gori Julian & Associates, PC Sapphire

Premier

The Bar Plan

Gold Dollar, Burns & Becker, LC Lear Werts, LLP Clio Monsees & Mayer PC GilsbarPRO Ransin Injury Law & University of Missouri School of Law Simmons Browder Gianaris Angelides & Barnerd, LLC Silver The Hershewe Law Firm, PC Saint Louis University University of Missouri-Kansas City School of Law & School of Law Bartimus, Frickleton, Robertson & Gorny, PC Wood Law Firm, LLC Bronze Ruby

Langdon & Emison Attorneys at Law Sindel, Sindel & Noble, PC

Emerald

Law Office of Mary Lou Martin, PC The Law Offices of Steve Sanders, LC

FindLaw LawPay Tabs3/PracticeMaster Thomson Reuters

Scholarships

Grand Prize - Riviera Maya 5-day, 4-night stay at an all-inclusive resort, plus airfare for two from Kansas City or St. Louis (Up to $3,000 value)

To apply, please visit www.sasfconference.org

Deadline to apply: April 30, 2013 • CLE Department Financial Assistance • Carol Chazen Friedman Memorial Scholarship (Registration & Hotel) Sponsor: The Missouri Bar Board of Governors

• • Courtesy of The Missouri Bar Travel Committee

&

All conference registrants are entered for a chance to win. The grand prize will be awarded at the conference closing lunch. Must be present to win!

CLE ACCREDITATION

Application will be made to Illinois and Kansas for MCLE credit. Estimated 18 MCLE hours, including 8 ethics hours.

GOLF CANCELLATION POLICY

Refunds will not be given on cancellations made after May 30, 2013. You may transfer your reservation to a colleague.

CONFERENCE REFUND POLICY

• A full refund will be given if you cancel by 5:00 p.m. on May 23, 2013. • Those canceling after 5:00 p.m., May 23, 2013 through June 10, 2013 at 5:00 p.m. will receive a refund of the registration fee minus a $65.00 administrative fee. A link to the course materials will be sent to you by email. Course materials on CD-ROM or USB drive will be mailed to you after the conference. If you prefer printed course materials, you may order them individually for $75.00. • NO REFUND will be given for cancellations made after 5:00 p.m. on Monday, June 10, 2013; the course materials selected on your registration will be mailed to you in consideration of tuition paid. Only on-site registration will be available after 12:00 p.m. (noon) on June 10, 2013. • All cancellations must be in writing. If you cannot attend, a colleague may attend in your place if s/he could have registered at the same price.

MEAL TICKET REFUND POLICY

Because we must order and guarantee payment for meals with the hotel by June 10, 2013, we are unable to process refund requests for tickets purchased after 12:00 p.m. (noon) on that date.

METHOD OF PAYMENT

Payment must be made by check, credit card or debit card. The Missouri Bar does NOT accept cash.

QUESTIONS/COMMENTS

Call the MoBarCLE Help Desk toll free 888-253-6013.

Family Law Scholarship (Registration & Hotel)

Sponsor: The Earnshaw-Hobbs Law Firm, PC

Bob Sigoloff Memorial Scholarship (Registration & Hotel) Sponsor: Anonymous Donor

Deadline to apply: April 29, 2013 • The Association for Women Lawyers’ of Greater Kansas City Foundation Scholarships Sponsor: The Association for Women Lawyers’ of Greater Kansas City Foundation

Hotel Information A block of sleeping rooms has been reserved at:

Hilton Convention Center Hotel

200 East Main Street Branson, MO (417) 336-5400

&

Hilton Promenade

3 Branson Landing Boulevard Branson, MO (417) 336-5500 A block of sleeping rooms has been reserved at the Hilton Convention Center Hotel and Hilton Promenade Branson Landing. The deadline to book at the special rate of $127.00 per night is May 16, 2013 or until the room block is sold out, whichever comes first. Registrants must arrange hotel accommodations directly with the Hilton Convention Center at 417-336-5400 or with the Hilton Promenade Branson Landing at 417336-5500 or go to http://bit.ly/mosolo13 and use group code SSF13.

SOLO & SMALL FIRM CONFERENCE - REGISTRATION FORM June 13-15, 2013 ◊ Hilton Branson Convention Center ◊ Branson, MO

Return form & payment to: The Missouri Bar, SSF Registration, P.O. Box 119, Jefferson City, MO 65102-0119 or register by PHONE 888-253-6013, FAX 573-659-8931, or ONLINE www.sasfconference.org

Name Address City State Badge Name (if different from above) Phone # Fax #

Bar # Zip

E-mail

METHOD OF PAYMENT - Payment must be made by check, credit card or debit card. The Missouri Bar does NOT accept cash. Check #

Credit Card

Debit Card

American Express

Discover

MasterCard

Visa

Card # Expiration Date: Signature:

TOTAL Enclosed/Charged $ REGISTRATION - Includes meals, entertainment, programs, and course materials as noted.

Pre-Early Bird Registration - Received on/before April 16, 2013

$249 Electronic course materials

$304 Printed & electronic course materials

$299 Electronic course materials

$354 Printed & electronic course materials

$349 Electronic course materials

$404 Printed & electronic course materials

$215 Registration received on/before May 21, 2013 $239 Registration received between May 22 and June 10, 2013 at 12:00 p.m. (noon)

Best Value

Early Bird Registration - Received between April 17 and May 21, 2013

Regular Registration - Received between May 22 and June 10, 2013 at 12:00 p.m. (noon) Law Student

or Paralegal/Legal Assistant (Please check one)Missouri Bar members may not register as legal assistants, law students or paralegals. School Name__________________________________________________ Includes meals, entertainment, programs, and electronic course materials. All registrants will be sent an email with a link to the course materials from The Missouri Bar prior to the Conference at no additional charge.

ONSITE REGISTRATION - Received after 12:00 p.m. (noon) on June 10, 2013 (ONLY if space is available)

$399 includes programs and electronic course materials. Onsite registration DOES NOT INCLUDE MEAL TICKETS.

THE BAR PLAN RISK MANAGEMENT PROGRAM (Purchased Separately)Must be registered for the Solo & Small Firm Conference to attend. $110 Qualifies insureds of The Bar Plan to a base rate discount. FIRST TIME ATTENDEE? Check the box if this is your first time attending the conference. COURSE MATERIALS - Can’t attend? Order the course materials. $119 Printed $55 Electronic GOLF - Box lunch, cart, and green fees are included. Guests are welcome to register. Please indicate quantity.

( ) $95 Thursday, June 13, 2013 – tee off 11:30 a.m. (18 holes) Payne Stewart Golf Course Anticipated score___________ Partner me with_____________________________________________

ADDITIONAL GUEST/CHILD MEAL TICKETS - You are STRONGLY encouraged to purchase guest/child tickets in advance. Seating may be limited. Please Thursday Conference Lunch Friday Breakfast Friday Conference Lunch Friday Dinner Saturday Breakfast Saturday Conference Lunch

indicate quantity. *See refund policy below. ( ) $18.00 - Adult ( ) $18.00 - Adult ( ) $9.00 - Child, age 6-12 ( ( ) $24.00 - Adult ( ) $40.00 - Adult ( ) $20.00 - Child, age 6-12 ( ( ) $20.00 - Adult ( ) $10.00 - Child, age 6-12 ( ( ) $28.00 - Adult

) $0 Child, age 5 & under ) $0 Child, age 5 & under ) $0 Child, age 5 & under

* Because we must pre-order and guarantee payment for meals with the hotel, we are unable to process refund requests for tickets purchased after 12:00 p.m. (noon) on June 10, 2013.

SPECIAL NEEDS REQUESTS - The Hilton is committed to accommodating guests with food allergies or intolerances, as well as those with social or

religious beliefs, such as kosher or vegetarian, provided requests are made at least two weeks in advance. While every effort will be made to provide for guests with dietary restrictions, it is not possible to accommodate popular, weight-loss diets or alternative meal choices at this event.

I request special meals. Please explain in detail any special dietary needs so arrangements can be made in advance.

I have special needs addressed by the ADA. Please contact me about reasonable accommodations.

Wednesday, June 12 5:00 - 7:00 p.m.

Conference Registration Open

Thursday, June 13 7:30 a.m.

Conference Registration, Exhibit Hall, Information Desk, MoBar Boutique & CLE Garage Sale Open

7:30 - 9:30 a.m. Solo & Small Firm Coffee Shop (informal gathering over coffee) 8:15 a.m.

The Bar Plan Risk Management Program Registration **

8:45 10:40 a.m.

The Bar Plan Risk Management Program: **Note: A separate registration fee is required

9:20 10:40 a.m.

GAL (Guardian ad Litem ) 3-Hour Annual Update

9:30 10:40 a.m.

Boot Camp Real Estate Practice Mgmt Technology/ Ethics Technology/ Practice Mgmt

The Risks and Opportunities of Social Media

What You Need to Know and What to Expect as a GAL: Case Studies from the Trenches of Family and Juvenile Court

Breakout Session

1

Starting a Law Practice: Technology Issues in Starting a Law Practice Get Out and Stay Out! Rent & Possession & Unlawful Detainer Cases Bridging the Generation Gap: Make Colleagues & Clients Happy How to Use Social Networking Sites for Investigative Research: What, Why and How Speakers: Carole Levitt and Mark Rosch, Internet for Lawyers Eight is Enough: Using Windows 8 in Your Practice

10:40-11:40 a.m. Refreshment Break 11:30 a.m.

Golf Outing at Payne Stewart Golf Course

10:50 a.m. 12:00 p.m.

GAL Boot Camp Trial College/ Litigation Elder Law Ethics Technology

Breakout Session

2

A View from the Bench Starting a Law Practice: New Trust Account Rules - What You Must Know Intake & Investigation SSI, Medicare & Medicaid: What Are They, Who Gets Them, & How Do You Know Quicksand! Ethical Hazards for Solos & Small Firms Cybersleuthing: Search Like a Private Investigator Using Free Web Resources & Powerful Low-Cost Pay Databases Speakers: Carole Levitt and Mark Rosch, Internet for Lawyers

Using an Android or Windows 8 Tablet in Your Practice Technology/ Practice Mgmt 12:00 - 1:10 p.m. Picnic-Style Lunch 12:00 - 1:10 p.m. First-Time Attendees’ Lunch

Sponsor Programs

12:20 1:10 p.m.

1:10 - 1:20 p.m. Program Break 1:20 2:30 p.m.

Breakout Session

4

Boot Camp Trial College/ Litigation Practice Mgmt Personal Injury Real Estate Litigation Technology/ Practice Mgmt

TBA

Breakout Session

3

Starting a Law Practice: Setting Up & Marketing Your New Practice Using Fact/Lay Witnesses in Preparing Your Case New Trust Account Rules: What You Must Know <Repeated Session> Lien on Me: Resolving Lien Issues in PI Cases Equitable Actions in Real Estate: Partition, Declaratory Judgments, & Rescission Spying, Hacking & Fighting Back: Tools to Protect Your Client The Google Powered “Cloud” Law Office, Part 1 Speakers: Carole Levitt and Mark Rosch, Internet for Lawyers

2:30 - 3:10 p.m. Refreshment Break 3:10 - 4:30 p.m. Legal Ethics Counsel Booth 3:10 4:20 p.m.

Breakout Session

5

Trial College/ Pretrial Motion Practice Litigation Practice Mgmt Email is So 20th Century: Ethically & Effectively Communicating with the Next Generation of Clients

Elder Law Back to Basics Real Estate Technology/ Practice Mgmt

The Avalanche is Coming! Maximizing Your Client’s Social Security Benefits Employment Law Issues for the Non-Employment Law Practice Negotiating & Drafting Commercial Sales Contracts & Leases The Google Powered “Cloud” Law Office, Part 2 Speakers: Carole Levitt and Mark Rosch, Internet for Lawyers Using Evernote & OneNote to Boost Productivity

4:20 - 4:30 p.m. Program Break

6

4:30 5:20 p.m.

Sponsor Programs

6:00 p.m.

Conference Registration, Exhibit Hall, Information Desk, MoBar Boutique & CLE Garage Sale Close

6:00 p.m.

Welcome Reception & Social

6:00 p.m.

Friends of Bill W.

Breakout Session

6:30 - 8:00 p.m. Dinner 8:00 - 9:00 p.m. Sunset Cruise on Lake Taneycomo 8:30 p.m.

Night Cap Reception

7:00 a.m.

Conference Registration, Information Desk, MoBar Boutique & CLE Garage Sale Open

7:00 8:00 a.m.

CLE at Sunrise

7:30-8:30 a.m.

Breakfast - Sponsored by Shamberg, Johnson & Bergman (Conference Partners: Ruby Level)

7:30 a.m.

Exhibit Hall Open

8:45 9:40 a.m.

Plenary Session

Friday, June 14

Welcome and Announcements: Chris Wendelbo, Chair, Solo & Small Firm Committee Welcome by Missouri Bar President, Patrick Starke

Lawyer Palooza: Celebrating Solo & Small Firm Practitioners 9:40 - 10:10 a.m. Refreshment Break 9:40 - 10:30 a.m. Legal Ethics Counsel Booth 10:10 11:20 a.m.

Breakout Session

7

Trial College/ Litigation Personal Injury Real Estate Commercial/ Consumer Law General Practice Back to Basics Technology/ Practice Mgmt Discussion Group

Using Expert Witnesses in Preparing Your Case Your PI Case: Additional Theories of Liability & Recovery Mechanic’s Liens Collections: Both Sides of the Coin eFiling in Missouri Estate Planning 101 Using PDFs More Effectively Speaker: Ernest Svenson Office Hours

11:30 a.m. 12:15 p.m.

Networking Lunch

12:45 1:55 p.m.

Trial College/ Litigation Criminal law Back to Basics Business Law Family Law General Practice Technology

Voir Dire

Discussion Group

I’m 62 – What Do I Do?

Breakout Session

8

A. B. C. DWI: Spelling Out the Basics of DWI Defense Workers’ Compensation from A to Z: Tips for New Practitioners 20 Business Tips in 70 Minutes: Information Your Clients Need Using Limited Scope Representation in Family Law Cases eFiling in Missouri (repeated session) iPad Tips & Tricks for Lawyers Speaker: Ernest Svenson

1:30 - 5:00 p.m. Legal Ethics Counsel 1:55 - 2:10 p.m. Program Break 2:10 3:20 p.m.

Breakout Session

9

Litigation Family Law Criminal Law Back to Basics Technology

Evidentiary Objections & Offers of Proof Advanced Family Law: Administrative vs. Judicial Actions Federal Criminal Law Practice What to Do When You’re Removed to Federal Court Document Creation the Fast & Easy Way Speaker: Ernest Svenson

Practice Mgmt Zombie Lawyers: What To Do If You Feel Like You’ve Joined the Ranks of the Undead.

Discussion Group

Tech Office Hours

3:20 - 3:50 p.m. Refreshment Break 3:50 5:00 p.m.

Breakout Session

10

Personal Injury Elder Law Back to Basics Practice Mgmt

Stacking Up: Understanding Insurance Coverages

Technology

30 Gadgets & Sites in 70 minutes Speaker: Ernest Svenson

Complex Issues in Guardianships, Conservatorships & Special Needs Trusts Criminal Law from A to Z Building a Niche Practice Spam, Scam, or Legit? Safeguarding Your Client Trust Account

Criminal Law: Chat with the Experts Discussion Group 4:00 - 5:00 p.m. Program/Reception for Law Students 5:00 p.m.

Conference Registration, Exhibit Hall, MoBar Boutique, CLE Garage Sale & Information Booth Close

5:30 p.m.

Friends of Bill W.

6:00 - 7:00 p.m. Sponsored Reception 7:00 p.m.

Dinner

9:00 p.m.

After Hours Reception

7:00 a.m.

Conference Registration, Information Desk, MoBar Boutique & CLE Garage Sale Open

7:00 8:10 a.m.

CLE at Sunrise

Saturday, June 15

7:15 - 8:10 a.m. Planning Committee Breakfast 7:30 - 8:10 a.m. Breakfast 8:20 9:20 a.m.

Plenary Session

Obtaining Clients â&#x20AC;&#x201C; The People You Spend Your Life Trying to Help Speaker: Larry Rice

9:20 - 9:30 a.m.

Program Break

9:30 10:40 a.m.

Advanced Family Law: Dividing Retirement Assets in Family Law Cases Family Law Back to Basics The Basics of Dissolution in Missouri 12 Tips to Ethically Use Technology in Your Practice Technology

Breakout Session

11

Advanced Tablets for Lawyers

Practice Management

Client & Case Management: How to Manage Clients So Your Results Will Make Them Happy Speaker: Larry Rice Selling & Winding Down a Practice: Passing On Your Practice Before You Pass On

10:40 -10:50 a.m. Program Break 10:50 a.m. 12:15 p.m.

Legal Ethics Counsel Booth

10:50 a.m. 12:00 p.m.

Family Law Criminal Law Personal Injury Back to Basics Probate and Estates Technology Practice Mgmt

Breakout Session

12

12:15 1:30 p.m.

Changes to Form 14: What to Expect Administrative DWI Trial Demo How to Enhance Damages on a Shoestring Budget What You Need to Know About Immigration Law Advanced Estate Planning: 2013 Update 60 Apps in 70 Minutes Staff: How to Find & Motivate the Best People to be Happy & Profitable Speaker: Larry Rice

Sponsor Lunch - Prize Drawings! Grand Prize Drawing

Featured Speakers

Carole Levitt

Internet for Lawyers

Mark Rosch

Internet for Lawyers

Larry Rice

Rice, Amundsen & Caperton, PLLC Memphis, TN

Pat Starke

President, The Missouri Bar Blue Springs, MO

SOLO & SMALL FIRM CONFERENCE June 13-15, 2013 . Hilton Branson Convention Center . Branson, MO PHONE 888-253-6013, www.sasfconference.org

Ernest Svenson New Orleans, LA

www.sasfconference.org

Solo & Small Firm Conference P.O. Box 119 Jefferson City, MO 65102-0119

Nonprofit Org. U.S. Postage PAID Jefferson City, MO Permit No. 312

18th Annual

SOLO & SMALL FIRM CONFERENCE June 13 - 15, 2013 | Branson, Missouri

celebrate. collaborate. connect.

• More than 80 new and different educational programs on substantive law, technology, ethics, practice management, and more

r by Registe16 April

Save $100

• Unbeatable value that includes registration, course materials, and meals • Exhibit Hall of vendors offering products and services

r e y w a L a z o o l a P

• Build connections with solo and small firm lawyers • Earn all your MCLE credits • Specialized programming that includes: • Trial college/litigation • Starting a practice boot camp • Annual GAL training • Enjoy a getaway to relax and re-energize • Fun, entertainment, and recreational opportunities • Family-friendly event in one of Missouri’s finest resort areas

MoBar CLE

52 YEARS OF EXCELLENCE


2013 Solo and Small Firm Conference