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Browse below for news, legal insights, information on presentations and events, and other resources from the Weintraub Tobin legal team.

Gary D. Rothstein Presents For Bank Client’s Private Wealth Management Team

Published: October 16, 2024

On October 22, Weintraub shareholder Gary D. Rothstein will give a presentation on “Performing Due Diligence in New Trust Intake” to California and Nevada members of the Private Wealth Management (PWM) team of a national bank. The presentation aims to help to educate fiduciaries and financial advisors on important steps that need to be taken to help reduce liability when intaking new trusts, including key provisions to review in the trust document and other factors to consider such as beneficiaries and trust assets.

The Bar Association of San Francisco Presents Diversity Conference 2024

  • When: Oct 17-18, 2024

On October 17th and 18th, The Bar Association of San Francisco’s Barristers Club Diversity and Inclusion Committee presented the Diversity Conference 2024.

The 2024 Diversity Conference theme was “Defending Democracy.” The conference included five sessions over two days and sought to deepen awareness and engagement around racial equity and inclusion efforts in the legal industry and society. This conference included multiple thought-provoking panels, prominent guest speakers, and more.   

Weintraub Attorney Joins Panel Discussion at San Diego Comic Con

Published: July 23, 2024

On Thursday, July 24th, Weintraub Attorney Matt Sugarman will participate in a panel at the 2024 San Diego Comic-Con, “From Idea to Shelves.” The panel brings together professionals who assist authors in taking a project from blank page to launch, including agent, manager, attorney, publisher, and producer. Matt will discuss strategies and advice for crafting a standout project and obtaining representation.

Jon Ancona Presents on Startup Fundraising for StartupSac Scale Up Seminar

  • When: Jun 18, 2024 06:00 pm PDT - 08:00 pm PDT
  • Where: 400 Capitol Mall #11th floor Sacramento, CA 95814

On Tuesday, June 18th, Weintraub attorney Jon Ancona presented “Angel Investors and Your First Financing—StartupSac Scale Up Seminar.” As part of the Angel Investment Workshop, Jon explained the essential elements of term sheets, deal points, and the key documents involved in angel investments.

Jacqueline Simonovich Presents CLE on Incivility with Beverly Hills Bar Association and Bar Association of San Francisco

Published: May 29, 2024

On Thursday, June 6th, Weintraub attorney Jacqueline M. Simonovich presents, “Everyone’s a Little Uncivil (And Biased Too)” with the Beverly Hills Bar Association and the Bar Association of San Francisco. Joining Jacqueline will be panelists Kevin Benedicto, Police Commissioner SF Police Department, Sydney Allen, Sr Managing Associate at Benesh Law, and moderator Professor Jordan Axt, Assistant Professor at McGill University Department of Psychology.

Weintraub Attorneys Take Part in BASF ‘Pathways to Partnership’ Series (Part 2 of 2)

Published: May 23, 2024

On Wednesday, May 29th, Weintraub attorneys will participate in a panel from the Barristers’ Club of San Francisco Bar Association’s (BASF) Pathways to Partnership Series. This second of two presentations, “Transitioning from Junior to Senior Partner,” will focus the panel discussion on the journey from junior to senior partner and the nuances of more senior roles.