Appellate and Writ Practice 101: The Nuts and Bolts (CA Civil) (Recorded Package and OnDemand Streaming)

What You Will Learn

Speakers: Randee J. Barak, Gisselle S. Bourns, Jay-Allen Eisen, Polly Estes, Tracy L. Fehr, Rex S. Heinke, Adam W. Hofmann, Susan Horst, Judith E. Posner and John Stobart 

Court Clerks:  Eva McClintock, 2nd DCA

Justices: Hon. Daniel Bromberg, Hon. Martin N. Buchanan, Hon. Shama Hakim Mesiwala, Hon. Maria E. Stratton and Hon. Alison Tucher

Part 1: 1:00 p.m. – 4:45 p.m.
Tuesday, July 30

1:00 p.m. – 2:05 p.m.
The Basics: Getting Started
Randee Barak, Judy Posner and Eva McClintock (clerk of the court)

• How appeals are processed and resolved
• The importance of appealing the right order or judgment
• Factors to consider before taking an appeal
• How to file an appeal
• Appellate applications and motions
• Presumption of correctness
• Creating the Record
• Standards of review and prospects for reversal
• Curing defects (in the notice of appeal, the record, etc.).
• Stays pending appeal

2:15 p.m. – 3:35 p.m.
Drafting Effective Briefs
Justice Shama Mesiwala, Adam Hofmann and Polly Estes 

Preliminary Steps 

• Determining Issues to Be Resolved and Choosing the Strongest Arguments
• Checking for Preservation Problems
• Framing Issues to Account for the Standard of Review

 General Drafting Tips

• Outline
• Where to Begin?
• Issue Statements and Introductions
• Supporting All Assertions with Citations
• Use of Descriptive Headings
• Formatting and Overall Readability

 Effective Statements of Factual and Procedural Background

• Slanted Objectivity
• Including All (and Only) Relevant Information

Effective Arguments

• Organizing Based on Strength and/or Relative Simplicity
• “Why I Win; Why They Lose”
• IRAC: Not Just for Law School
• Confronting Legal Weaknesses and “Bad Facts”
• Anticipating Arguments
• Leaving Nothing on the Table
• Conclusions

 Revising 

• Organizational Flow and Streamlining
• Making It Shorter
• Using the Table of Contents and Table of Authorities
• The Difference Between Revising and Editing and the Importance of Each

3:45 p.m. 4:45 p.m.
Oral Argument
Justice Maria E. Stratton, Justice Dan Bromberg and Tracy Fehr

The Basics: Process

• Scheduling
• Whether or not, and why, oral arguments get scheduled by the court
• How is the panel selected?
• What is the usual timing?
• What are the most important rules?
• What happens after your argument?

Strategy, Planning and Preparation

• Reasons to argue and when to waive
• Argument plans, argument notebooks and argument technology
• Practical preparation and practice techniques
• Moot courts: Who, why, when and how?
• Understanding judges’ objectives during oral argument
• What are judges are expecting from you?
• Maximizing limited time

 Nailing your Argument

• Rapid question identification and categorization
• Effectively addressing hypothetical questions
• Navigating policy-related concerns
• Scouting the court
• Divide and conquer? When, if ever, should you split argument?
• Dealing with a Hot Bench
• Dealing with a Cold Bench
• Coping with hostile (and other) questions
• Tips for Arguing Cases of First Impression
• In-person presentation tips

Part 2: 1:00 p.m. – 4:45 p.m.
Thursday, August 1st

1:00 p.m. – 1:20 p.m.
Decisions & Publication
Justice Martin Buchanan and Rex Heinke

• How decision evolves in chambers
• Why decisions are published or not
• Obtaining publication or de-publication
• Use of unpublished decisions.

1:20 p.m. – 1:45 p.m.
Petitions for Rehearing
Justice Martin Buchanan and Rex Heinke

• When is a rehearing petition necessary or appropriate?
• What gets them granted
• What happens when the court grants a rehearing
• Advising client whether or not to petition for rehearing.

1:40 p.m. – 2:10 p.m.
Costs and Fees on appeal
Jay-Allen Eisen

• Which costs can be recovered
• Which party is entitled to costs
• Sanctions for frivolous or bad faith appeals
• Procedure to recover costs
• Record keeping to obtain fee award
• Evaluating prevailing party determinations
• The role of experts in determining the amount of fees 

2:20 p.m. – 3:05 p.m.
Ethics
John Stobart 

• Duties of competence, candor and disclosure to clients and the court
• Bases for sanctions
• Fee agreements
• Arbitration/mediation and dual representation
• Conduct resulting in malpractice/discipline
• Conflicts of interest
• The substantial relationship test and informed consent after Sheppard Mullin v. J-M Manufacturing – when it gets real on appeal.

3:15 p.m. – 4:45 p.m.
Writs
Justice Alison Tucher, Giselle Bourns, Susan Horst

• Stays pending appeal
• Extraordinary nature of Writs: The differences between Appeals and Writs
• Types of Writs in Civil Cases
  • Mandate
  • Prohibition
  • Certiorari
• Structure of Writ Petitions
• When and When Not to File a Writ Petition
• Reviewing Petitions — What Happens in the Court of Appeal
• Factors Favoring and Disfavoring Writ review — What the Justices Consider
• Types of orders and their effect

Testimonials

These testimonials are from our last Civil Appellate and Writs 101 program, held in 2014.  The agenda has changed.  Randee Barak is returning as a faculty member and we have three times the number of faculty as we had in 2014, including more justices.  Many of the faculty members at this year’s program have taught other appellate related programs to rave reviews.  Check out our faculty list.

“I just finished the 6.5 hours of Demystifying Civil Appeals and Writs. It was excellent. Even as an experienced appellate attorney, I enjoyed it and learned a number of things. [Speakers] were excellent also!” Honey Kessler Amado, Esq.

“This was an excellent program. Each of the faculty members was well prepared, articulate, and engaging. The program itself contains valuable ‘nuts and bolts’ as well as more sophisticated and subtle suggestions for representing a client on appeal.” Stephen D. Miller, Esq.

“I have found that the speakers at Pincus’ seminars are the most knowlegable and real-world experienced.” Denise Greer, Esq.

“Really liked the focus on process & practicalities.” Susan Beneville, Esq.

“Great overiews. I really liked ideas for process in writing the opening brief.” Nancy Doig, Esq.

“I wanted a practical overview of appellate litigation and this program delivered that.”

“This presentation was excellent. I wanted a look behind the scenes of the Court of Appeal, and this delivers.” Rachel Cook, Esq.

“I truly feel prepared now to begin my appellate practice after this seminar.” Enid Perez, Esq.

“Excellent knowledge of appellate procedure; also provided good common sense approach to solving problems that occur during the preparation of briefs and oral arguments. The seminar was very well presented. As a participant who is familiar with appellate practices in both the state and federal courts, I became better informed.”

“Very on-point and strategic. Excellent information. Succinct!” Anna Deckert, Esq.

“I liked the range of backgrounds – clerks, practitioners and justices.” Matthew Poelstra, Esq.

“Excellent help to an appellate practitioner.” Gary Bostwick, Esq.

“Very good; nice to hear about the inner workings of the Court of Appeal.” John Fagan, Duane Morris, LLP

“I thought the session was very informative and helpful.” Richard Rahm, Esq.

“All the speakers were excellent because they were concise and their comments were focused. Extremely efficient three hours that went very quickly!” Douglas Gordon, Esq.

“Some of the best content and most relevant advice I’ve received at a CLE in a long time. Great panel!” Chris Whitman, Esq.

“Excellent balance of basic & advanced topics, presentation, and questions.” John Harding, Esq.

“I tend to be a tough grader – the program and the speakers were all excellent!”

“As an appellate attorney, I feel I gained additional insight into this court’s process.” Kelly Savage, Esq.”

“Ben Shatz is an effective moderator, engaging and articulate. Senior Appellate Attorneys Randee Barak and Pablo Drobny provided valuable tips gained from their experience at the Court of Appeal. Assistant Clerk/Court Administrator Danny Potter shared important information concerning clerk office procedures for handling writs. This program was not only valuable but fun!” Stephen D. Miller, Esq.

“This was a very informative session. A lot of basic plus more in depth information was provided. Everyone was very informative & helpful with providing info re: writs. I learned a lot and understand Writ Practice a lot better now. The speakers were great. Thank you.” Jeanne Kuo, Esq.

“Great seminar for nuts & bolts.” Suzanne Alves, Esq.

“Interesting and helpful.” Kim Lewis, Esq.

“Excellent seminar!” Paul Killion, Esq.

“Great program. I learned a lot.” John A. Mills, Esq.

“Overall a very informative and helpful seminar.”

“Helpful tips on what to include and how to formulate briefs.”

“Great inside information & good practical delivery.”

“Excellent seminar.”

Faculty

Hon. Maria E. Stratton
Presiding Justice
California Court of Appeal, Second Appellate District

Justice Maria E. Stratton is the Presiding Justice of the Second District Court of Appeal, Division Eight.

Justice Stratton was born in Santa Monica, California and raised in San Diego, her father’s last duty station in the United States Navy. She graduated magna cum laude and Phi Beta Kappa from the University of Southern California and received her law degree from Boalt Hall at the University of California, Berkeley (now Berkeley Law). She served as law clerk to United States Circuit Judge Harry Pregerson at both the U.S. District Court (before his elevation) and the United States Court of Appeals for the Ninth Circuit.

After clerking, Justice Stratton worked as a Deputy Federal Public Defender at the Office of the Federal Public Defender for the Central District of California in Los Angeles. She was an associate at Overland, Berke, Wesley, Gits, Randolph and Levanas for a short time before joining Talcott, Lightfoot, Vandevelde, Woehrle & Sadowsky where she practiced criminal and civil litigation for 10 years as an associate, partner, and a managing partner.

In 1993, the United States Court of Appeals for the Ninth Circuit appointed Justice Stratton as the Federal Public Defender for the Central District of California where for 12 years she directed an office of 60 attorneys representing indigent federal criminal defendants at the trial and appellate levels and on post-conviction habeas corpus review. She has served on the Ninth Circuit Capital Case and Capital Cost Oversight Committees and the Ninth Circuit Gender Bias Task Force Los Angeles Working Group.

In 2005, Governor Arnold Schwarzenegger appointed Justice Stratton to the Los Angeles County Superior Court, where she served as Assistant Supervising Judge of the mental health departments of the criminal division, Assistant Supervising Judge of the Van Nuys courthouse, and Supervising Judge of the probate division. From 2006 through 2018, she tried over 60 civil and criminal cases to jury verdict and presided over hundreds of civil and criminal bench trials. Justice Stratton was also active in bench and bar education.

In 2018, Governor Edmund G. Brown, Jr. appointed Justice Stratton as an Associate Justice to the California Court of Appeal, Second Appellate District, Division Eight. She is presently a member of the Judicial Council’s Probate Curriculum Advisory Committee and Appellate Indigent Defense Oversight Advisory Committee and a former member of the Judicial Council’s Task Force for Criminal Justice Collaboration on Mental Health Issues and the Mental Health Issues Implementation Task force.

In 2022, Governor Gavin Newsom appointed Justice Stratton to be Presiding Justice. After receiving an “exceptionally well qualified” rating from the Commission on Judicial Nominees Evaluation, she was unanimously confirmed by the Commission on Judicial Appointments.

Justice Stratton is the recipient of the 2016 Ernestine Stahlhut Award from the Women Lawyer’s Association of Los Angeles, the Wiley W. Manuel Award for Pro Bono Services from the State Bar of California, and the Mort Herbert Service Award from the Los Angeles Criminal Courts Bar Association. During her career as a trial lawyer, she was recognized by the Los Angeles Daily Journal as one of the Top 75 Women Litigators in California and one of the 100 Most Influential Lawyers in California; by the Los Angeles County Bar Association Criminal Justice Section as Defense Attorney of the Year; and by the Women Lawyer’s Association of Los Angeles as one of the “First Women of L.A. Law.”

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Hon. Alison M. Tucher
Presiding Justice
California Court of Appeal, First Appellate District

 Alison M. Tucher was sworn in as Presiding Justice of the California Court of Appeal, First Appellate District, Division Three, on August 30, 2021, after serving three years as an associate justice in Division Four.  Before joining this court, she was a judge on the Alameda County Superior Court, where she sat in family law and criminal court assignments and chaired her court’s committees on judicial education and juror participation.  Justice Tucher also sat as a pro tem on the First District Court of Appeal, Division Two.

Justice Tucher grew up in the Bay Area.  She left to attend Williams College, graduating magna cum laude with a B.A. in economics and winning a scholarship to study at Cambridge University, where she received a B.A./M.A. in engineering.  Justice Tucher then worked in national security and arms control in Washington, D.C. before returning to the Bay Area to earn a J.D. from Stanford Law School.  At Stanford, she served on the editorial board of the law review and graduated Order of the Coif.

After law school, Justice Tucher served as a law clerk for Judge William A. Norris on the United States Court of Appeals for the Ninth Circuit and for Justice David A. Souter on the United States Supreme Court.  She then spent three years trying criminal cases in Santa Clara County Superior Court as a Deputy District Attorney.

In 1998, Justice Tucher joined Morrison & Foerster LLP in San Francisco, where she practiced law until her appointment to the bench at the end of 2013.  At the firm, she handled a variety of intellectual property and commercial cases in trial courts, appellate courts, and private arbitrations.  Benchmark Litigation listed her among the “Top 250 Women in Litigation” nationally and among “Local Litigation Stars of California.”  Justice Tucher also maintained an active pro bono practice, twice winning freedom for men wrongfully convicted of murder.  For one of these cases, she received the President’s Service Award from the Santa Clara County Trial Lawyers Association and was profiled on CBS News’ The Early Show as an “American Hero.”

While practicing law, Justice Tucher served on several non-profit boards and lectured in law schools, co-teaching a Stanford Law School class on trade secrets. She currently serves on the Judicial Council of California’s Criminal Law Advisory Committee and Tribal Court-State Court Forum, and on the Association of Business Trial Lawyers’ Board of Governors.  She speaks and writes on a variety of legal topics and is a member of the American Law Institute.

 

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Hon. Daniel H. Bromberg
Justice
California Court of Appeal, Sixth Appellate District

Justice Daniel Bromberg was sworn in as a justice on the CA Court of Appeal, Sixth Appellate District on January 13th, 2023.

Prior to joining the bench, Justice Bromberg was Pillsbury’s Appellate Practice leader. He is an experienced U.S. Supreme Court advocate who has successfully argued appeals in state and federal courts across the country for three decades.

Justice Bromberg previously successfully litigated high-profile appeals in the U.S. Supreme Court, federal courts of appeals, and state courts, including especially California. He was also the director of the California Appellate Advocacy Program at UC Hastings Law School’s Center for Litigation and the Courts, which moots many of the cases before the California Supreme Court.

A recognized authority in constitutional law, Justice Bromberg also previously worked for Governor Gavin Newsom, and was involved in cutting-edge issues concerning energy and the environment. 

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Hon. Martin N. Buchanan
Justice
California Court of Appeal, Fourth Appellate District

 Justice Martin N. Buchanan was nominated to the Court of Appeal by Governor Gavin Newsom and confirmed in May 2022. Before his appointment, Justice Buchanan was an appellate lawyer for nearly 35 years. He litigated approximately 400 appeals and writs in state and federal courts, mostly as a sole practitioner. Justice Buchanan also worked as a partner at a civil appellate firm, a research attorney at the Court of Appeal, a staff attorney at Appellate Defenders, Inc., and a law clerk in federal district court.

Justice Buchanan is married with two adult children. He received his law degree from Harvard University in 1986 and his bachelor’s degree from Brown University in 1983.

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Hon. Shama Hakim Mesiwala
Justice
California Court of Appeal, Third Appellate District,

 Justice Mesiwala devoted her legal career to public service.  She represented indigent criminal defendants at the Office of the Federal Public Defender in Sacramento and the Central California Appellate Program, where she argued cases before the California Supreme Court and California Courts of Appeal.

Justice Mesiwala then transitioned to working for the judiciary. She was a central staff attorney at the California Court of Appeal, Third Appellate District for one and a half years, followed by a chamber’s attorney for Justice Ronald B. Robie for 11 years. She was appointed commissioner in 2017 and 10 months later, judge of the Sacramento County Superior Court. In her six years on the trial court, Justice Mesiwala presided over criminal jury trials, civil jury trials, civil bench trials, civil law and motion, civil settlement conferences, preliminary hearings, juvenile dependency, drug court, mental health hospital hearings, state hospital hearings, civil harassment restraining order hearings, collaborative courts, and small claims. She created Northern California’s first Indian Child Welfare Act courtroom. And she served as the Americans with Disabilities (ADA) judge for the Hall of Justice.

On Valentine’s Day 2023, Justice Mesiwala was unanimously confirmed as an associate justice on the California Court of Appeal, Third Appellate District, having been nominated by Governor Gavin Newsom. She was rated exceptionally well qualified, the highest rating given by the Commission on Judicial Nominees Evaluation (JNE).

Shama Hakim Mesiwala is a native Californian, born in Stanford in 1974 and raised in Cupertino among the fruit orchards and burgeoning technology industries of Silicon Valley. Her father immigrated from Mumbai, India in the 1960’s for educational opportunities and freedoms found only in America. She attended all public schools, graduating from UC San Diego magna cum laude in three years. She started law school at UC Davis King Hall at age 20 and graduated in 1998.

Justice Mesiwala is active in the community. She has been professor of Appellate Advocacy to over 700 students at UC Davis Law School for the past eleven years; president of the Schwartz/Levi American Inn of Court; cofounder of the South Asian Bar Association of Sacramento and host of its annual Diversity Law Student Reception for 16 years; and member of the California Supreme Court Ethics Opinion Committee.

For her community service, Justice Mesiwala has received the UC Davis Law School’s pro bono certificate, the Unity Bar community service award, the Women Lawyers of Sacramento Frances Newell Carr award, the King Hall Legal Foundation’s judge of the year award, the ally award from Sacramento’s LGBTQ+ bar association SacLegal, the president’s award from the Asian Bar Association of Sacramento, and named a Sacramento Bee top 25 Asian American/Pacific Islander change maker.

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Randee J. Barak, Esq.
Adjunct Faculty
Loyola Law School

Randee Barak has been a Senior Appellate Attorney at the California Court of Appeal, Second Appellate District since 1999.  Prior to coming to the Court of Appeal, Ms. Barak specialized in business and health care litigation for Sidley Austin, working in both its Litigation and Appellate Practice groups.  Ms. Barak graduated with honors from UCLA School of Law in 1992 and, following graduation, served as law clerk to the Honorable Judge Arthur Alarcon on the United States Court of Appeals for the Ninth Circuit.  A member of the Los Angeles County Bar Appellate Courts Committee, she is the co-chair of the “Appellate Court Experience program (ACE),” a program developed in conjunction with the Constitutional Rights Foundation to educate Los Angeles County area high school students about the appellate court system.  In 2008 the Constitutional Rights Foundation honored Ms. Barak as “Lawyer of the Year for the Public Sector.”  She is the author of several articles on litigation and appellate practice. 

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Gisselle S. Bourns, Esq.
Sr. Appellate Court Attorney
California Court of Appeal, First Appellate District, Division Three

Gisselle Bourns is a senior appellate attorney at the First District Court of Appeal and the writ attorney for Division Three, staffing all criminal and civil writ petitions for the division.  She previously worked at the Administrative Conference of the United States, an agency tasked with making recommendations to federal agencies for improving the efficiency of rulemaking, adjudication, and other administrative processes.  Before that, she practiced international arbitration and civil litigation at a private law firm.  Gisselle was a law clerk at the Hawaii Supreme Court, the United States Court of Appeals for the Seventh Circuit, and the United States District Court for the District of Arizona.  She graduated Order of the Coif from Berkeley Law.

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Jay-Allen Eisen, Esq.
Outside Counsel
Downey Brand LLP

Jay-Allen Eisen is regarded as one of California’s top appellate attorneys. He has been counsel in more than 300 appeals and appellate writs, over 120 of which have resulted in published, precedent decisions.

Jay-Allen was one of the first Appellate Law Specialists certified by the State Bar of California, Board of Legal Specialization. He has prosecuted and defended civil appeals, writs, and motions in a wide range of civic appeals including business litigation, professional licensing, probate, environmental law, constitutional law, administrative law, real property, and family law.

Jay-Allen Eisen is a Fellow of the American Academy of Appellate Lawyers and a Past President of the California Academy of Appellate Attorneys. He has been listed in The Best Lawyers in America©, U.S. News Best Lawyers® and Northern California Super Lawyers every year since each publication began listing appellate attorneys. He has the highest rating, AV® Preeminent™, from Martindale-Hubbell. In 2010 he was awarded the Jim Pfeiffer Award for outstanding service to the legal profession from the Conference of California Bar Associations. 

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Polly J. Estes, Esq.
Managing Partner
Estes Law Group

With 29 years of experience in state and federal courts, Polly has successfully tried numerous bench and jury trials in such diverse areas as class actions, freedom of speech and freedom of religion, securities fraud, tax regulation, riparian rights, eminent domain, professional liability, and high-dollar insurance bad faith.  But it is in the appellate arena where Polly really shines.  She has spent 15 years of her career working for state and federal appellate courts, where she helped judges evaluate the merits of more than 500 civil, criminal, and administrative appeals.  On a daily basis, Polly defended her analysis through oral presentations, extensive memoranda and proposed dispositions, often working under intense time pressure.  After debating the merits of cases with judges at all levels of the judiciary for more than two decades, Polly knows how to persuade both judges and juries successfully.  She knows how judges think, what questions they want answered, and the time constraints they face.  

Polly’s expertise has been recognized by the California State Bar.  She is Board Certified as an expert in Appellate Law.

Before starting Estes Law Group, Polly served as the Chief Law Clerk to the Honorable Carlos T. Bea on the United States Court of Appeals for the Ninth Circuit for eight years.  As Judge Bea’s Chief Law Clerk, Polly supervised and trained the other law clerks and externs, a position she loved because it was essentially “teaching the best law school class ever.”  She was also the chief editor and “problem solver,” often called in to help the Judge and other clerks think through complex problems.  She also helped evaluate cases for en banc calls and wrote speeches for the judge, all while handling a full load of cases herself.

While at the Ninth Circuit, Polly participated in all aspects of the appellate process, including drafting bench and en banc memoranda, opinions, dissents, orders, and memorandum dispositions.  These cases spanned all areas of federal law, including securities fraud, antitrust, class actions, environmental, social security, and immigration, to name just a few.  She also handled several state law areas through diversity jurisdiction, such as insurance law and contracts.

Polly also served as a staff attorney in the Motions Unit at the Ninth Circuit for more than three years, a position which allowed her to work with each of the judges on the court.  As a motions attorney, Polly orally presented dozens of cases each month to a panel of three judges, explaining the case and the proposed disposition she had drafted.  She handled emergency motions, which often required her to call judges at home after hours so they could work through the emergency together on an expedited basis.  This position gave the judges on the court an opportunity to get to know Polly and to know how her mind works.  It also gave Polly a vast amount of experience in presenting cases to the judges.  She is therefore comfortable in oral arguments, which gives her a strong advantage over opposing counsel.

Polly also has state court experience, having served as a briefing attorney to The Honorable Catherine Stone at the Texas Court of Appeals for the Fourth Judicial District, and as an extern to The Honorable Lloyd Doggett at the Texas Supreme Court.

In addition to working for courts, Polly worked for six years for two prominent national law firms—Akin, Gump, Strauss, Hauer & Feld and Sonnenschein, Nath & Rosenthal (now Dentons).  While at these firms, Polly handled a number of trials and appeals, most notably high-exposure bad faith insurance trials and appeals for State Farm, USAA, and Allstate.  She was often brought in to handle the appeal when another firm lost at trial.  Polly won each of these appeals.

Polly has extensive experience writing amicus curiae briefs in courts around the country to help shape the law that affected the firm’s clients.  Polly kept an eye on cases throughout the country and when one presented the appropriate facts, she brought it to her client’s attention and then wrote an amicus curiae brief on their behalf to assure the law developed in their favor.

Polly worked her way through college and law school.  She earned a Bachelor of Science degree from the University of Colorado cum laude, with a double major in Marketing and International Business, and a minor in International Economics.  She received many honors during her time there, including Phi Beta Kappa and the Golden Key Honor Society.  She earned a Juris Doctor from the University of Texas at Austin, where she served as an editor on the Texas International Law Journal and a recipient of the Robert S. Strauss Presidential Scholarship.  She studied at the Université Libre de Bruxelles and the University of London through Duke’s study abroad program.

Polly is admitted to practice in California (2000), Texas (1993), the Northern District of California, the Western District of Texas, the Ninth Circuit, and the Fifth Circuit.  She is a member of the San Francisco, Fifth Circuit, and Ninth Circuit Bar Associations, and the Texas State Bar College.

Polly’s publications include:  A Legal Theory of the Use of Experts in Insurance Claim Adjustment, Vol. 23 No. 5 Ins. Litig. Rep. 140 (2001);  Preservation of Error:  Filing a Lawsuit Through Presentation of Evidence, 30 St. Mary’s L.J. 997 (1999);  Homeowner’s Insurance:  Coverage and Liability, Texas State Bar’s Advanced Ins. Law Course (1997);  Handling Extra-Contractual Claims (Defense Perspective), U.T. Ins. Law Inst. (1996).

 

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Tracy L. Fehr, Esq.
Partner
Alexander Morrison + Fehr LLP

 Tracy Fehr focuses her career on fighting for individual rights.  She primarily handles discrimination, harassment, retaliation, and wrongful termination cases against both private and public sector employers.  In her more than thirteen years of practice, Tracy has second-chaired state and federal jury trials and binding arbitrations and has settled countless cases at mediation.  Tracy also handles appeals and writs for Alexander Morrison + Fehr LLP and has secured numerous appellate victories, most recently a successful writ restoring punitive damages.

Tracy was named a Southern California “Super Lawyer” by Super Lawyers Magazine and one of the Top Women Attorneys in Southern California by Los Angeles Magazine in 2017, 2018, and 2019.  She is a member of the California Employment Lawyers Association (CELA), plaintiff employment law organization LEFTJAW, the Labor and Employment Section of the Los Angeles County Bar Association, the Women Lawyers Association of Los Angeles (WLALA), and the Santa Monica Bar Association.  Tracy is the co-editor of the CELA Bulletin, a monthly employment law update, and has prepared and edited several articles for presentation at legal conferences.

Tracy received her J.D. from the University of Southern California’s Gould School of Law in 2005.  Tracy graduated summa cum laude from Binghamton University in 2002, with a B.A. in Psychology and a minor in History.

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Rex S. Heinke, Esq.
Partner
Complex Appellate Litigation Group LLP

Rex Heinke is widely recognized as one of the most accomplished and experienced appellate practitioners in California, and among the best in the nation. He has argued more than 150 appeals in federal and state courts across the country. Between 2001 and 2020, Rex was co-head of Akin Gump Strauss Hauer & Feld’s nationally renowned Supreme Court and Appellate practice.

He is regularly called on to defend major corporations and high-profile individuals in some of their most hotly contested appellate matters.Rex has extensive experience before the California Supreme Court, the California Court of Appeal, and the Ninth Circuit Court of Appeals, as well as other federal and state appellate courts. Rex’s victories have led to reversals of individual judgments worth more than billion and dramatic changes in law to the benefit of his clients.

Rex is also a respected leader in First Amendment, intellectual property, entertainment, media, and Internet-related appellate litigation. He has frequently represented newspapers, magazines, television networks, motion picture studios, websites, and entertainment production and distribution companies in their litigation and appellate work. He is the author of BNA’s treatise on Media Law.

He has received many awards for his accomplishments.

Chambers USA has named Rex one of America’s Leading Lawyers for Business in the “Litigation: Appellate” section every year since 2012. He has been listed in the Best Lawyers in America guide for nearly 30 years, and in 2018 was named to both the Daily Journal‘s list of the Top 100 Lawyers in California and the National Law Journal‘s Appellate Hot List. The Legal 500 business litigation guide has included him as one of the nation’s top appellate lawyers for state and federal Supreme Courts since 2019. And he was twice named California Lawyer of the Year by California Lawyer Magazine. In 2019, the Friends of the Los Angeles County Law Library awarded Rex with the prestigious Beacon of Justice Award, in honor of his “vision, advocacy and passion for justice.” In 2020, Public Counsel Law Center awarded him its Pro Bono Award for “providing outstanding and impactful service to those in need.”

Rex is a past president of the Los Angeles County Bar Association and member of the California Judicial Council and State Bar Board of Governors.He serves on the boards of directors of the Children’s Law Center of Los Angeles, Bet Tzedek Legal Services, and the Topsy Foundation, a children’s charitable organization in South Africa.

Rex received his law degree from Columbia Law School.

He clerked after law school for the Chief Judge of the U.S. District Court for the Eastern District of Louisiana, Frederick Heebe. His undergraduate degree is from the University of the Witwatersrand in Johannesburg, where he was the student body president and an anti-apartheid activist.

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Adam W. Hofmann, Esq.
Deputy Judicial Appointments Secretary
Office of California Governor Gavin Newsom

Adam serves in the Office of California Governor Gavin Newsom as the Deputy Judicial Appointments Secretary, supporting the work of Judicial Appointments Secretary Luis Céspedes.Adam is an Appellate Specialist, certified by the California Board of Legal Specialization.

Previously, Adam served as the Co-Chair of Hanson Bridgett’s appellate practice group. He represented both public and private clients in civil writs, appeals, and mandate proceedings. He has briefed and argued cases in the Ninth Circuit Court of Appeals and every District Court of Appeal in California and has filed merits briefs in two U.S. Supreme Court cases.

His practice focused on representing cities, counties, and special districts in writs and appeals relating especially relating to public finance and revenue measures, as well as land use, civil rights, employee benefits, labor standards, and election law. He has represented water districts and cities in a range of disputes regarding rates, fees, and charges, including work on some of the leading cases interpreting related provisions of the California Constitution, including the California Supreme Court’s decisions in Jacks v. City of Santa Barbara and City of San Buenaventura v. United Water Conservation District.

Outside of the office, Adam has coached regionally and nationally competitive moot-court teams at UC Davis School of Law. He also speaks and writes on questions of local government authority and policy under the California Constitution and is an adjunct professor who taught courses in local government and land use law at the University of San Francisco School of Law. Prior to joining Hanson Bridgett, Adam was also an extern in the chambers of the Honorable Martin J. Jenkins.

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Susan Horst, Esq.
Counsel
Complex Appellate Litigation Group, LLP

Susan Horst is a specialist in writs of mandamus and prohibition in the California appellate courts. For more than 31 years, Susan served as the writ attorney for the California Court of Appeal for the First District, Division One, in San Francisco. Susan is one of the only practicing attorneys in California to have devoted virtually her entire career to appellate writs. As writ attorney in the First District, Susan evaluated thousands of pre- and post- trial writ petitions in all types of civil and criminal matters. In the process, she learned precisely what the justices on the Court of Appeal look for before taking the extraordinary step of granting writ relief — and what an opposing party needs to highlight to have the best shot at getting a petition denied.

Susan’s three decades at the Court of Appeal gave her both extensive writing experience and a wide-ranging knowledge of substantive law. Susan’s casework ran the gamut from business and commercial litigation, to personal injury and employment matters, to real estate, insurance, and products liability cases, to professional negligence, disqualification, and privilege issues. The procedural postures of the writ petitions she handled were equally wide-ranging, and included pleading defects and class certification, sealing of court records, discovery disputes, summary judgment, settlement, and enforcement of judgments.

Her practice today focuses on writ petition consulting in the appellate courts and trial court work in anticipation of writ relief. Susan also lectures widely on writ practice and procedure. She has presented seminars to the San Francisco City Attorney, District Attorney and Public Defender Offices, the State Bar of California, California Continuing Education of the Bar, The Rutter Group, PINCUS Professional Education, bar associations across California, and the Center for Judicial Education and Research. She is the co-author of Chapters for Continuing Education of the Bar publications, as well as training materials for numerous continuing education lectures.

Susan’s career at the Court of Appeal followed motion and jury trial skills she developed early on as an Assistant District Attorney in San Francisco. She holds her J.D. from the Santa Clara University School of Law, where she graduated summa cum laude — even though she attended law school part-time at night, while working as a full-time administrator at Stanford University during the day. She also has her B.A. in English from Stanford.

In her spare time, Susan is an adviser to the Executive Committee of the Litigation Section of the California Lawyer’s Association.She also volunteers on the Advisory Board of Advokids, a foster children’s advocacy group, and provides pro bono advice and representation through the Advokids Appellate Project.

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Eva McClintock, Esq.
Clerk/Executive Officer
California Court of Appeal, Second Appellate District

Eva McClintock is a Supervising Deputy Clerk with the Court of Appeal, Second Appellate District. She has spent the majority of her 17+ years with the court as a divisional deputy for Division Seven. Most recently, Ms. McClintock has shifted her focus to the area of electronic filing and the development of processing procedures. Ms. McClintock is a member of several California Courts of Appeal work groups that are working on multiple projects, including, enhancing the Court’s case management system, the procurement and development of a document management system and appellate staff development programs. Prior to joining the court, she worked at the State Bar of California, Office of Admissions as an Administrative Assistant. 

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Judith E. Posner, Esq.
Partner, Certified Legal Specialist in Appellate Law
Benedon & Serlin, LLP

Judith (Judy) E. Posner has been an attorney at the appellate boutique law firm of Benedon & Serlin, LLP since 2015 and a partner since 2021. She previously worked as a Senior Judicial Attorney at the California Court of Appeal, Second Appellate District, for Presiding Justice Frances Rothschild in Division One (2010-2015) and for Presiding Justice Dennis M. Perluss in Division Seven (2001-2007). In addition, Judy was of counsel at Crosby, Heafey, Roach & May (2001) and Reed Smith (2007-2010) and an associate at Horvitz & Levy LLP (1995-2001) and Sidley & Austin (1994-1995). Judy attended the University of California, Los Angeles (B.A., History, magna cum laude, Phi Beta Kappa, College of Honors 1990) and UCLA School of Law (J.D. 1993), where she was a member and editor of the UCLA School of Law, Women’s Law Journal. Following law school, Judy served as a law clerk to the Hon. Melvin Brunetti (Dec.) on the U.S. Court of Appeals for the Ninth Circuit (1993-1994). Judy is a member of the California Academy of Appellate Lawyers and a Certified Specialist in Appellate Law by The State Bar of California Board of Legal Specialization. She was selected to the Southern California Super Lawyers, in Appellate Law, 2005-2006, 2019-2023 and recognized by Best Lawyers in America, in Appellate Law, 2019-2023, U.S. News & World Report – Best Lawyers.

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John Stobart, Esq.
Senior Counsel
Capstone Law APC

John Stobart is a senior counsel with Capstone Law. His practice focuses on representing employees and consumers in complex litigation, primarily wage-and-hour class actions and PAGA representative actions. He has significant complex and long-cause trial experience gained through an entire career dedicated to litigation. John is also a Certified Specialist in Appellate Law, as designated by the State Bar of California, and has extensive experience, having drafted over two dozen writs, petitions, and appeals. His appellate experience includes amicus work in the California Supreme Court on behalf of Bet Tzedek on Kim v. Reins, 9 Cal.5th 73, and the 2019 Daily Journal Reversal of the Year Award for his work in the Ninth Circuit on Nguyen v. Nissan N.A., No. 18-16344 (9th Cir. 2019).

Prior to joining Capstone, John defended against civil liability in catastrophic injury and wrongful death cases brought against his clients, which included the railroad, public schools, small businesses, and commercial and residential landowners. He has drafted and argued scores of dispositive motions at the trial court level and had success in upholding judgments and verdicts on appeal. He graduated cum laude from Thomas Jefferson School of Law where he was on the mock trial competition team and earned his undergraduate degree from the Ohio State University.

John is admitted to practice law in California and before the United States District Court for the Eastern, Central, and Southern Districts of California and the United States Court of Appeals for the Third and Ninth Circuits.

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Fees

Save $25 with the Early Bird rate.
Early Bird Rate Expires May 9, 2024
Your discount is automatically applied at checkout – no coupon needed.

OnDemand Streaming:  $429 Early Bird Rate is $404.  
Your OnDemand access is good for up to one-year from the time of purchase.  Please be sure to select OnDemand Streaming to the right and check out.  OnDemand can be watched from any type of device.

Alternatively, you can order a Recorded Package in Download or DVD formats as follows:

Video (with sound)* Recording & Materials Package (DVD or Download): $429
Early Bird Rate is $404
Audio Only* (for in your car, etc.) Recording & Materials Package – CD or Download:  $429
Early Bird Rate is $404
Order both the Video* and Audio Only* Packages for only $50 more – DVD or Download:  $479
Early Bird Rate is $454

This program will be recorded live on July 30 and August 1, 2024. Because we record our seminars live and they are edited, OnDemand Streaming and Recorded Packages are available approximately two to three weeks after the seminar is held.)

*The Video recording is a video of the webinar (with sound). The Audio Only recording are audio files only and are for those who wish to listen to it without watching a video (such as in the car or while walking).

Note: OnDemand Streaming can be watched from any device. However, all download packages must be downloaded to a computer first, before transferring them to another device due to downloading as zip files containing both the video/audio and a large folder with seminar materials contained in the download package.

 

 

CLE Credit

CA General: This program is approved for 7.00 units of general CLE in California.

CA Participatory Certified Legal Specialist: This program is approved for 7.00 hours of Legal Specialization Credit in Appellate Law. (Expires 07/29/2026)

CA Self Study (only) Certified Legal Specialist (for recorded packages): This program is approved for 7.00 hours of Legal Specialization Credit in Appellate Law. (Expires 07/29/2029)

NY General: This course is eligible for approval, under New York’s CLE Approved Jurisdiction policy, for up to 7.00 CLE units. Pincus Professional Education is a CA Accredited Provider, which is a NY approved jurisdiction. See Section 6 of the New York State CLE Board Regulations and Guidelines for further information.

This program is approved for CLE in the states listed above.  Upon request, Pincus Pro Ed will provide any information an attorney needs to support their application for CLE approval in other states other than what is listed above. Many attorneys ask for this and are approved in other states.