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Elizabeth Fleischer, CALDA Fundraising Chair

See you at the CALDA 2012 conference!

Elizabeth Fleischer

By Elizabeth Fleischer

I cannot believe the October Conference is almost here! And it did not seem that long ago that we started preparing for this conference. I know time flies, but wow, not this fast! We have many vendors attending the conference this year who will again, be showcasing their products and services that are beneficial to the business needs of an LDA and that of their clients.

Our vendors range from those who provide forms software, insurance bonds, and consumer credit counseling, to Attorneys who are a part of the newly formed Elias Referral Network. The attorneys’ part of this network, provide the much needed legal advice an LDA’s client may need to fill the gap; providing a more comprehensive and affordable service for the Self Represented Litigant.

There will be additional products for sale that are also an integral part of an LDA’s business; some of which include: LDA Disclaimer Plaques, Informational flowcharts for various legal topics written or approved by an Attorney, and letter openers; commemorating the 25th anniversary of CALDA, and providing a tool that makes it much easier to get to that all important mail that comes in.

Hope to see you there, and come check out the vendors at the conference!

China Long, LDA, Speaker

Good News by China Long

China Long, LDA

Members, the CALDA Board takes great pleasure in announcing, “Brochures have been updated and are ready to be released for our upcoming conference, October 19, 2012.” The brochures are great resources for our clients. How wonderful is this benefit! Of course, this is not a substitution in place of a clients seeking legal advice. The brochures provide information concerning procedures, time lines, definitions and identification of forms required. The client is then better able to direct the LDA as to what he/she would like to have prepared. The brochures are just one of the many benefits you receive as a member of CALDA.

The brochures are: Bankruptcy, Estate Planning, Annulment, Dissolution of Marriage, Parental Relationship, Name Change, Guardianships, Advance Healthcare Directive and Power of Attorney, Restraining Orders, Summary Dissolution, Process Service, LDA/Paralegal, Small Claims, Eviction Proceedings, Business Proceedings, Deeds, Business Enterprises, Probate, Conservatorships, Spousal Support, Grandparent Visitation, Collect Money Judgment, Child Support and Child Custody.

Members can access brochures by logging onto the CALDA website.

CALDA CONTINUES TO MAKE SURE MEMBERS ARE INFORMED AND READY TO OFFER THEIR CLIENT’S EXCELLENT SERVICE. BECOME A MEMBER TODAY!

Marty Omoto, Keynote Speaker

2012 CONFERENCE KEYNOTE SPEAKER: Marty Omoto

Marty Omoto, Keynote Speaker

How LDAs Can Grow this Profession”

Marty Omoto is Executive Director of the California Disability Community Action Network, a non-partisan link to thousands of Californians with developmental and other disabilities. Marty has been an integral part of the “independent paralegal” movement.

Richard Lubetzky, Esq., Speaker

2012 CONFERENCE SPEAKER: Richard Lubetzky, Esq.

Richard Lubetzky, Esq., Speaker

Richard Lubetzky, Esq. – LDA and Ethics/UPL

Richard Lubetzky is an attorney in private practice and a member of CALDA’s advisory council. Previously, Mr. Lubetzky served as a consumer advocate whose efforts were instrumental in helping to reform the state bar’s disciplinary process in order to make it more responsive to consumer complaints and in implementing the legislation and the services which Legal Document Assistants (LDA) now provide.

Terri McCraken, Esq., Speaker

2012 CONFERENCE SPEAKER: Terri McCraken, Esq.

Terri McCraken, Esq., Speaker

Terri L. McCracken, Esq. – Q&A on Family Law and Motions

Terri L. McCracken is a family law attorney in Fresno, CA and a graduate of Central California College of Law, 1988. She has operated her private law practice for 16 years and in 2001 founded Child Supportive Services, a facility providing child custody and visitation exchange services. Additionally, McCracken has sat as Judge Pro Tem for the County of Fresno Superior Court on numerous occasions since 1995. Terri has been a CALDA supporter and teacher at the last several conferences.

Glenn Oleon, Speaker, pictured with Chief Justice Cantil-Sakauye

2012 CONFERENCE SPEAKER: Commissioner Glenn P. Oleon

Glenn Oleon, Speaker, pictured with Chief Justice Cantil-Sakauye

An Upper Level Seminar on Judgment Preparation

Commissioner Glenn P. Oleon (Pictured with Chief Justice Cantil-Sakauye)

Glenn Oleon has served as a Commissioner of the Alameda County Superior Court since 2003. From 2003 through 2004, Commissioner Oleon served in Hayward hearing juvenile dependency and delinquency, traffic, small claims and unlawful detainer calendars. Since 2005 he has served in a general family law assignment in Hayward, Oakland and Alameda. Commissioner Oleon has taught a variety of family law topics throughout California to lawyers, judges and LDA’s. He is currently an adjunct professor at Golden Gate University School of Law in San Francisco teaching family law. Commissioner Oleon was honored as “Mentor of the Year” in 2010 by the Alameda County Bar Association Volunteer Legal Services Corporation. As an attorney, Commissioner Oleon was very active in the Volunteer Legal Services Corporation (VLSC) and served several years as an officer and director of the Legal Aid Society of Alameda County. He was awarded the Wiley M. Manuel Award by the ACBA for his work at the VLSC, going “above and beyond the call of duty.” Commissioner Oleon was admitted to the California Bar in 1976 after receiving his degree (Juris Doctor) from UC Berkeley’s Boalt Hall. He also attended UC Berkeley as an undergraduate. Commissioner Oleon resides in Orinda with wife Ricki, and is the parent of three adult children.

2012 CONFERENCE SPEAKERS

Arcolina Panto
Arcolina Panto graduated cum laude from New York University with a B.A. in Fine Arts/Art History in 1999. As an undergraduate, her experiences, including a semester in India and a year as a tutor at a lower Manhattan elementary school with the America Reads program, taught her lessons about power and privilege in America. While attending UC Hastings College of the Law, Arcolina served as a co-director at the General Assistance Advocacy Project, providing services for homeless and marginally housed individuals. In the spring of 2004, Arcolina studied European law and government at Leiden University. Since receiving her J.D. from Hastings in 2004, Arcolina has focused on social justice.

BOB KEHN, Esq. Tips on Essential Forms by Bob Kehn, Esq.
Bob Kehn practiced law in Solvang and Los Olivos, California for 5 years. He has worked in sales and management in the Legal publishing field for 30 years for both Matthew Bender and West Publishing. For the last 13 years, Bob has worked with Essential Publishers where he is currently Vice President, C.O.O. and equity partner.

HELEN CAVANAUGH, Esq. Know Your Title Documents
Helen Cavanaugh has been the supervising attorney and Director of the Nevada County Superior Court’s Public Law Center since 2005. She received her B.S. from Northwestern University. Early in her legal career as a law student, Helen was one of the founding members of the Southwestern University campus chapter of the Public Interest Law Foundation. She is a certified mediator and was responsible for creating the collaborative court-conflict resolution center civil mediation program beginning in 2007. Through Sierra Adoption Services, Helen developed and managed a legal resource and training program specializing in funding, placement and legal issues of children involved with foster care, adoption and guardianship. This program ran for almost 10 years assisting any child placed from California. She had the honor of appointment as an advisory member of the Children and Family Law section of the Judicial Council from 1997 – 2000: the Little Hoover Commission on Foster Care in California 1998; Advisory member for the Governor’s roundtable on Guardianship in California; an appointed member Initiative Project, 1997; an Officer of Nevada County Bar Association from 2006-2010; In private practice, her specialty has been legal and financial planning for families coping with a disabled family member. Helen had written a training manual for social services and several articles. She has presented to over a hundred conferences on various legal issues. The scope of issues that present in the Public Law Center are vast and encompass those of the underrepresented, it is challenging and rewarding work to be a small part of the larger goal of equal access to justice in California.

Hon. Joyce Cram, Speaker

2012 CONFERENCE SPEAKERS: Hon. Joyce Cram assisted by Carla Sprugasci

Hon. Joyce Cram, Speaker

Judicial Council Forms, Forms, Forms.

Hon. Joyce Cram, Contra Costa County Superior Court
Joyce Cram got her undergraduate degree at UC Santa Barbara and her JD at The Catholic University of America, Columbus School of Law. Her practice was in civil litigation. After 16 years with her firm, she left to accompany her husband to Europe. She lived for 2 years in Frankfurt Germany, where she was a substitute high school teacher. Upon her return in 1994, she opened a private mediation practice, and in 1998 she was appointed to the bench. During her 13+ year tenure with the court, Judge Cram has handled virtually every assignment, including Misdemeanor and Felony Trials, Criminal Calendar, and Unlimited and Limited Jurisdiction Civil. She is currently handling a family law calendar and presides over Elder Court. Elder Court is a comprehensive and multi-disciplinary court that addresses all cases involving a senior citizen who is the victim of physical, financial or emotional abuse. It was awarded the prestigious Ralph N. Kleps Award for innovation in the courts. The Elder Court model developed by Judge Cram and the Contra Costa County Superior Court is spreading throughout the state and nationwide. Judge Cram teaches other judges in such topics as Ethics and Fairness, Probate Conservatorships and Elder Abuse. She is a member of the American Inns of Court, and she teaches continuing legal education to lawyers. She loves gardening, cooking and hiking and is a volunteer at the Lindsay Wildlife Hospital.

Assisted by…

Carla Sprugasci, Court Specialist, Sunnyvale [Note: Carla will also be speaking
on Intermediate Family Law following this class]

Marcel Neumann, LDA, Speaker

2012 CONFERENCE SPEAKERS: Marcel A. Neumann, LDA assisted by Carla Sprugasci

Marcel Neumann, LDA, Speaker

DV Restraining Orders

Marcel A. Neumann, LDA assisted by Carla Sprugasci, Court Specialist, Sunnyvale
Marcel A. Neumann is a Legal Document Assistant (LDA) and owner of Affordable Document Preparation Services of Hayward, California, established in March of 1991. Marcel is past president of CALDA (2009 2011) and has been a member of the California Association of Legal Document Assistants (CALDA) since 1998. He is currently a member of the Board of Directors in the capacity of Nominations and Elections Chairman.

Mary Margaret Heare Amodio, Esq., Speaker

2012 CONFERENCE SPEAKERS: Mary Margaret Heare Amodio, Esq. assisted by China Long, LDA

Mary Margaret Heare Amodio, Esq., Speaker

How to Avoid Problems as a Bankruptcy Preparer

Mary Margaret Heare Amodio, Esq.
Mary M. Heare Amodio was admitted to the State Bar in December 2002 after graduating from the Golden State University School of Law in San Francisco. She received her BS and MS at West Texas SU in the mid 70’s. Mary then joined the Peace Corps where she developed on-site training programs for rural midwifes and created health education programs in Paraguay from 1977 to 1980. From 1981 to 2008 Mary worked in the banking industry and became Vice-President of Bank of America N.A., working in San Francisco. In addition to her duties negotiating and overseeing major contracts, mergers and acquisitions, her principal responsibility was focused on regulatory compliance in the wealth management division. Mary also acted as a fiduciary subject-matter expert for estate settlements and has extensive knowledge of UCC codes around lien perfection, fillings and instrument law. Mary has served as Public Defender with Lake Legal Defense Services, Inc. since December, 2009. She also serves as Advocate/Public Defender for Probate Conservatees and Conservatees under the Lanterman-Petris-Short Act (involuntary commitment of individuals with severe mental disorders). She also serves as Public Defender in Family Support Civil Contempt cases and performs Civil mediation for Lake County Superior Court.

Assisted by…

China Long, LDA, Speaker


China Long, LDA
China Long relocated to California from the East Coast in December 1994 and started her Paralegal business in June 1995. China received her AAS degree in Paralegal/Legal Assistance from Prince Georges’ Community College in 1994. She completed her B.S. degree from Redland University in 2001 and received her Masters of Counseling, Marriage, Family and Child Therapy from University of Phoenix in 2007. China presently resides in Temecula California and serves Riverside, San Diego and Los Angeles counties. She has been a member of CALDA for 16 years. This is her second time serving on the CALDA board. Her most recent position with CALDA was on the Advisory Committee. China’s greatest joy in life is helping others get past difficult times.