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Transcript 10

Attorneys are listed alphabetically.

Laurie Axford

Gordon & Rees LLP

101 West Broadway, Suite 1600

San Diego, California 92101


Main Line: 619-696-6700

Fax Line: 619-696-7124

Direct Line: 619-230-7714


Laurie A. Axford is a partner in the San Diego office of Gordon & Rees LLP.

Axford primarily focuses her practice in the area of patent prosecution, including complex patent portfolio strategic management, and the establishment of patent strategies for start-up companies. Her industry focus includes a large bandwidth of life science-related fields, including diagnostics, therapeutics, medical devices and related business methods.

Axford has prosecuted and managed portfolios covering inventions relating to synthetic organic chemistry, biotechnology, nanotechnology, biochemistry, polymers, textiles, small molecules, assay devices, therapeutic drug delivery systems, etc.

Axford assists clients in multi-dimensional strategic patent work, including litigation support, opinion work, post-prosecution proceedings, international oppositions, due diligence and other advanced-level client counseling tasks for her patent clients, which include institutions as well as small to large corporate clients.

Axford had a successful scientific career as a chemist in one of the first biotechnology companies in San Diego, but decided to enter law school in 1989. After graduating in 1992, she became in-house patent counsel to a medical device company and entered private practice in 1995. She has been a partner at other law firms since 1998, but joined Burns, Doane, Swecker & Mathis to head its San Diego office in 2003. The firm has since been acquired, which prompted her to join the rapidly growing IP practice group of Gordon & Rees LLP.

Active in the legal committee, Axford is a member of a number of both legal and scientific organizations. She is the former director of the San Diego Nucleic Acid Conference, and has served on numerous organizing committees for other scientific and legal conferences. She is also past president of the San Diego Intellectual Property Law Association.

She is admitted to practice in California and before the U.S. Patent and Trademark Office.

Service Area Focus

Intellectual Property




J.D. Western State University School of Law, 1992

B.S.; M.S. San Diego State University, 1979; 1982


American Bar Association (committee member)

American Intellectual Property Law Association (committee member)

American Association for Clinical Chemistry (former conference organizing committee member, director/co-director of the San Diego Conference on Nucleic Acids)

American Chemical Society (committee member)

Association of University Technology

Managers (regional conference organizing committee member)

BioCom IP (sponsor and IP Section committee member)

Licensing Executives Society (regional conference organizing committee member)

San Diego County Bar Association (committee member)

San Diego Intellectual Property Law (former president)

San Diego Tech Coast Angels (co-sponsor)

Douglas H. Barker, Esq.

Barker Law Group, PLC

8880 Rio San Diego Drive, Suite 900

San Diego, CA 92108

(619) 682-4040


Legal Experience

Barker Law Group, A Professional Law Corporation, April 1994 to present.

Gray Cary Ware & Freidenrich (now DLA Piper Rudnick Gray Cary). September 1980 to March 1994.

Legal Education

University of San Diego School of Law, Juris Doctor, Cum Laude, May 1980

Final Class Standing: Top 5%

American Jurisprudence Award: Evidence

San Diego Law Review, Member 1978-1980

San Diego Law Review, Editor-in-Chief, 1979-1980

Designations and activities

"AV" Rating, Martindale-Hubbell, since 1989

Judge Pro Tem, San Diego County Superior Court, periodically from 1989 to present

Judge Pro Tem, San Diego County Municipal, North County Judicial Branch, periodically from 1984 until court consolidation in 2000

Adjunct Faculty Member, Thomas Jefferson School of Law (San Diego), teaching various courses, including Torts, Remedies, Negotiations, Personal Injury Litigation, Appellate Advocacy, and Consumer Law

Qualified to testify and testified in Superior Court on standard of care in legal malpractice case

Barrister, American Inns of Court (Louis M. Welsh Chapter), 1988 to 1990

Temporary assignment to the San Diego County District Attorney's Office (Vista Office), January 23, 1984 to February 17, 1984

Professional Associations

American Bar Association

California Bar Association

San Diego County Bar Association

Northern San Diego County Bar Association

California Trial Lawyers Association

San Diego Trial Lawyers Association

Defense Research Institute

San Diego Defense Lawyers

Association of Business Trial Lawyers of San Diego

San Diego Association of Realtors

Other Experience

Arbitrator, San Diego County Superior Court program, 1983 to 2003

Arbitrator, San Diego County Bar Association program, 1985 to 1990

Arbitrator, American Arbitration Association, 1988 to 1990

Presenter, "Negotiations and Alternative Dispute Resolution," a full day seminar presented to adjustors at Automobile Club of Southern California, October 13, 1999

Mediator, San Diego County Superior Court, 2001 to present


University of California, Santa Barbara, Bachelor of Arts, History, 1969

University of Missouri, Master of Arts, History, 1971. Graduation with honors, G.P.A. 3.70

Lincoln University (Jefferson City, MO) Taught introductory course in Political Science; taught five classes of military history to ROTC cadets; completed all requirements for California Standard Secondary Teaching Credential (Life); completed all ROTC requirements for commission as Second Lieutenant in U.S. Army; Assistant Varsity Baseball Coach, 1971 season; completed 18 units in history and political science beyond Master's degree, G.P.A.3.80

California Lutheran University, Master of Arts, Education, 1975. Graduation with honors, G.P.A.3.85

Luann Beberman

Beberman, Stoffel & Beberman

7676 Hazard Center Drive, Suite 850

San Diego CA, 92108

(619) 297-4800



Luann Beberman grew up in St. Cloud, Minn., and attended St. Cloud State College. It was there she met her husband to be, Ed Beberman - she just didn't realize it until several years later (1972).

While living in Minneapolis she was the manager of a ski and tennis boutique until enticed to move to Las Vegas, Nevada, where she became a sales representative for Joseph Magnin's department store chain.

She and Ed moved to San Diego in 1976, whereupon Ed began law school at what was formerly Western State. Beberman attended a few classes with him and found law to be fascinating, and she also sold residential real estate and was a licensed broker. After Ed's graduation, Beberman enrolled at Western State as a full time student and she was admitted to the California Bar in 1984, when she immediately became a full partner in Beberman & Beberman, which became Beberman, Stoffel & Beberman in 1990, with partner Jay Stoffel.

Ed's father was a victim of Alzheimer's Disease and Luann took a particular interest in the special problems families encountered, both financial and legal, which accompanied the disease, in addition to it's physical and mental carnage.

For over 20 years Luann served as a member of the Boards of Directors of the George G. Glenner Alzheimer's Family Centers and the San Diego Chapter of the Alzheimer's Association. She also served on the Planned Giving Board of the local American Cancer Society, the Heritage Foundation for the Old Globe, and currently serves as a legal advisor to the San Diego Parkinson's Association.

Since the inception of her law practice, she has focused on Elder Law, with a special emphasis in Wills, Trusts, Probate and Conservatorship law, and is also well versed in Estate and Conservatorship litigation. In 1997 the State Bar of California Board of Specialization certified her as a specialist in Estate Planning and Trust and Probate Law. In addition to her duties at Beberman, Stoffel & Beberman, Luann is a frequent lecturer at various forums for professionals and care givers alike with respect to estate matters concerning the elderly.

Steven L. Klein

Falletta & Klein

1520 Sixth Ave

San Diego CA, 92101

(619) 235-8913



I went to undergraduate school at University of California at Irvine (and UC Berkeley for one quarter) and graduated in 1975. That same year, I started law school at California Western School of Law in San Diego. I was invited to write for Law Review at the conclusion of my first year, but I opted to decline the invitation so that I could pursue law clerking to earn money.

I graduated from Cal Western in 1978 and finished second in my class (magna cum laude). Not wanting to ever leave San Diego, I opened my own practice with a classmate, John Kirsch. We practiced as Kirsch & Klein from 1978 through 1980, at which time we decided to disband the firm. I then was hired as an associate with Muns, Mehalick and Lynn where I remained for about seven months only then to be terminated.

I then teamed up with the newly-formed firm of Lorenz, Alhadeff, Felmeth, Arkin & Mulder, which was composed of really dynamic lawyers. In one year we had such great success that we were purchased by the national law firm of Finley, Kumble, Wagner, Heine, Underberg, Manley and Casey, with whom I stayed for about one year ending in 1983.

Thereafter, in May of 1983, I joined with Stephen Falletta and for 22 years now we have been Falletta & Klein. About 20 years ago, an in-home daycare person who knew I was an attorney approached me about reviewing a contract for her. The contract she asked me to review was a "surrogacy" contract. I told this person that I knew nothing of surrogacy and that it would be best for her to find another lawyer.

As it turned out, I could not find her an attorney who know anything about surrogacy or had any experience in the area, so I did my best, as a contract lawyer, to review the agreement for her and represent her interests. The review evidently impressed the agency (The Center for Surrogate Parenting located in Beverly Hills, Calif.) and its attorney, William Handel (now a radio talk show host on KFI-AM 640), because they asked if I would be interested in representing other surrogates for contract reviews.

Little did I know, or expect, that this area of the law, known as "third party assisted reproduction" or "reproductive law," would become my primary area of practice.

Between about 1985 and 2005, I have represented hundreds of intended parents (in surrogacy arrangements), recipients (in egg donation arrangements), surrogates and egg donors. I work with several surrogacy and egg donation agencies and dozens of reproductive endocrinologists (or other IVF physicians) relative to the representation of intended parents, recipients, surrogates and egg donors.

Since there are no legal "form books" for surrogacy or egg donation agreements, I developed my own agreements that are among the most comprehensive in the industry.

Moreover, like Tom Pinkerton in the East County, and Theresa Erickson, Paula Mahan and Olga Felan-Dils in the North County, my work with the Central Branch of the Superior Court here in San Diego has been very influential in the development of the legal processes, procedures and pleadings required to obtain a family law judgment declaring the "intended parents" to be the sole "natural and legal" parents of the children born through surrogates.

However, I am most proud of the fact that I am among 15 or so dedicated and special lawyers in the state of California who have created and shaped this industry and area of practice and, thereby, helped hundreds of couples and individuals build their families with the help of the medical miracles that are available today.

Scott L. Metzger

401 West A St., Suite 2400

San Diego, CA 92101

(619) 231-3666



Scott Metzger is a senior member of the broad-based litigation department of Duckor Spradling Metzger & Wynne. His leadership and direction have greatly influenced the growth, development and success of the firm over the years. When asked to characterize his approach to the practice of law, Metzger 's response is simple and straightforward: "Service, excellence and results."

Metzger joined Duckor & Spradling in 1978, working as a law clerk while completing law school at the University of San Diego. Metzger graduated from the University of San Diego in 1979, earning his J.D. cum laude and serving as a member of the San Diego Law Review. Prior to law school, Metzger attended the University of Colorado, where he received his B.A. in 1974 and his M.B.A. in Finance in 1976.

As one of the region's preeminent trial lawyers, Metzger meets the litigation needs of clients ranging from individuals to Fortune 500 companies.

In his 25 years of practice, Metzger has gained tremendous insight in the business of law. He understands his clients' needs and expectations.

Metzger is a member of the American Board of Trial Advocates, one of the nation's most prestigious associations of trial lawyers.

An active community leader in Coronado, where he has lived with his wife and three daughters for 16 years, Scott served as President of the Coronado Schools Foundation. He is involved in the Methodist Church mission projects in Tecate, Mexico, as well as ongoing global projects with Rotary International. As a Rotarian, Scott led efforts to establish a Limb Camp in Ensenada, Mexico, providing prosthetic limbs to the residents of Baja, California.

Areas of Practice

Business & Commercial Litigation; Corporations & Securities; Health Care; Intellectual Property

Professional Affiliations

California State and San Diego County Bar Associations

American Board of Trial Advocates

Association of Business Trial Lawyers

San Diego Taxpayers Association

Audrey Geisel Cancer Foundation

Frederick Schenk

Casey Gerry Schenk Francavilla Blatt & Penfield

110 Laurel St.

San Diego CA, 92101

(619) 238-1811




Frederick Schenk is a senior partner of Casey, Gerry, Reed & Schenk.

Schenk's practice areas are Asbestos Litigation; Products Liability; Personal Injury; Truck Accidents; Automobile Accidents; Federal Employers Liability Act (FELA); and Pharmaceutical Litigation.

He was admitted to the California Bar in 1979, attended the University of San Diego and earned his J.D. in 1978. He attended the University of California at Los Angeles where he earned a B.A degree in Communication Studies in 1975.

He is a member of the San Diego County Bar Association (Member, Client Relations Committee, 1995-2001); State Bar of California; Consumer Attorneys of California (Member, Board of Governors, 1995 to the present); Consumer Attorneys of San Diego (Member, Board of Directors, 1987-1995; President, 1994); The Association of Trial Lawyers of America; Civil Justice Foundation (President, 2005-2006).

In 1992, he was a California Member of the Electoral College. He recieved the Chapter President of the Year Award from the Consumer Attorneys of California in 1994 and received the Outstanding Trial Lawyer Award from the Consumer Attorneys of San Diego in September, 2000.

He is a consulting editor for Matthew Bender Legal Publications' California Pleadings and Practice, and is co-author of the "California Automobile Collision Handbook" by Lexis Publishing 2000, and updated yearly.

He is a Fellow of the National College of Advocacy since 2002. He is currently on the Board of Directors of the 22nd District of the Agricultural Association (Del Mar Fair Board) and has been since 2002. He was a member of the California Governor's San Diego County Judicial Selection Advisory Committee from 1998-2003. He has served as President of the Lawrence Family Jewish Community Center of San Diego from 2000-2002 and is currently on its Board.

On behalf of Trial Lawyers Care, Mr. Schenk provided legal representation in the Victims Compensation Fund hearings arising out of the 9/11 claims.

Just recently, Schenk was sworn in as President of the Civil Justice Foundation, a national organization which awards grants to grass roots consumer advocacy groups nationwide.

Erwin Shustak

Shustak Jalil & Heller, APC

401 West A St, Ste 2330

San Diego CA, 92101

(619) 696-9500




Erwin Shustak is one of the founding partners and heads the firm's Litigation and Arbitration Department. He is the managing partner of the San Diego office.

Shustak specializes in litigations, trials, arbitrations and appeals of complex business and securities disputes. He has handled and overseen several hundred litigations and arbitrations, in federal and state courts and arbitration forums across the country.

He has represented public and private companies of all kinds, including financial institutions, governmental agencies, including the FDIC and the Resolution Trust Corporation, manufacturing firms, broker-dealers, hedge funds, registered representatives and investors. His vast trial and arbitration experience includes business, securities and financial fraud; breach of contract; employment disputes; RICO and intellectual property disputes including copyright and trademark infringement.

Shustak began his career at the prominent firm of Kaye Scholer Fierman Hays & Handler in New York City. He is admitted to the State and Federal Courts of California, New York and New Jersey; the Second, Third, Fifth and Ninth Circuit Federal Courts of Appeals, and the United States Supreme Court.

He serves as an arbitrator for the National Association of Securities Dealers, the National Futures Association and the Arbitration Forum and is a member of the Association of Trial Lawyers of America; the Association of Business Trial Lawyers of San Diego; the Public Investor Arbitration Bar Association; the New York and California State Bar Associations and the San Diego County Bar Association where he has served on the Mandatory Fee Arbitration Committee since 2000.


J.D. -- New York University School of Law, 1976. Member Law Review, selected on the basis of academic excellence.

B.A. -- Rutgers College, New Brunswick, New Jersey, 1973. Phi Beta Kappa, Cum Laude and Highest Distinction in Economics; Omicron Delta Epsilon, National Economics Honor Society.

Lawrence Shea

Shea Stokes & Carter ALC

510 Market St, 3rd Fl

San Diego CA, 92101

(619) 232-4261




Shea is a pioneer in helping clients forecast, control and contain litigation costs. While leading the legal strategy for mass tort situations, Shea identified a critical need to effectively manage all aspects of litigation, from financial projections and metrics, to technology for discovery support.

His commitment to the strategic management of litigation led him to found two emerging growth companies: LitNeutral and MedNeutral. Both provide transparent and credible processes to manage all aspects of dispute resolution.

These patent-pending, groundbreaking methodologies turn traditional litigation upside down. For example, LitNeutral creates incentives for lawyers to protect, quantify and advocate for the efficient resolution of complex disputes. The result? Enormous savings of money and human capital. Shea's cutting edge approach holds the promise of much-needed changes for the future of litigation.

R. Gaylord Smith

Lewis, Brisbois, Bisgaard & Smith LLP

550 West C St, Ste 800

San Diego CA, 92101

(619) 699-4975



Practice Areas

Business Law and Commercial Litigation


State Bar of California, 1976


Los Angeles County Bar Association

San Diego County Bar Association

Professional Experience

Lewis, Brisbois, Bisgaard & Smith LLP (1979 - Present); Partner (1981-Present)


Harvard University, Juris Doctor, cum laude, 1976

Claremont Men's College, Bachelor of Arts, summa cum laude, 1973

Joseph "Jay" Wheeler

Chapin Wheeler LLP

600 West Broadway, Suite 700

San Diego, CA 92101

(619) 241-4802



Professional Experience

Chapin Wheeler LLP; 2005-present; Partner

Latham & Watkins; 1979-2005; Partner, Litigation Department, 1986-2005; Chairman, San Diego Litigation Department, 1996-2000; Associate, Litigation Department, 1979-1985


University of Virginia School of Law, Juris Doctor Degree, 1978; Member, Law Review 1976-1978; Notes Editor, Law Review 1977-1978

United States Military Academy; Bachelor of Science Degree, 1969; Major: General Engineering


California State Bar

District of Columbia Bar

American Bar Association

San Diego County Bar Association

Association of Trial Lawyers of America

Association of Business Trial Lawyers

Federal Bar Association


California State Superior

District of Columbia

United States District Courts:

District of Columbia

Central District

Eastern District

Northern District

Southern District

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