Course ID: 20960 | Course Duration: 1 Day

Community Property Settlement Strategies for the California Practitioner Training Class

Course ID: 20960

Community Property Settlement Strategies for the California Practitioner Training Seminar

Ensure the Most Equitable Settlement For Your Client!

As a divorce practitioner, you know that tax consequences can significantly impact the outcome for all parties involved in a divorce action. Using current information for tax analysis and planning is vital in protecting your clients' best interests. This practical seminar will provide you with strategies for dealing with tax, distribution and valuation considerations when negotiating and drafting a marital settlement agreement. Don't miss this chance to hone your skills; enroll today!

Ensure an equitable resolution by understanding the principles of valuation - and how to bring all assets to light.
Prevent nasty surprises at tax time by avoiding common mistakes during the dissolution process.
Find out how mediation and negotiation can be the best avenue for a fair split of assets.
Prepare for the future: avoid common problems when dividing pension and retirement plans.
Don't leave anything out: find out which assets need to be valued - and how to incorporate them into the settlement.
Know exactly what's on the table with powerful valuation methods and techniques.
Include intangible assets in the settlement - we'll show you how.
Adhere to the statutory guidelines governing distributions.


	Agenda
	UNDERSTANDING THE PRINCIPLES OF EQUITABLE DISTRIBUTION 8:30 - 9:55, Lawrence E. Leone. A Foundation in the Evolution of Doctrine How Recent Case Law and Legislative Developments Could Affect Your Cases Marital Assets: Definition and Significance in Equitable Distribution What Qualifies as Personal Property Evaluating and Dividing Pension and Retirement Plans Options for Equitably Handling Marital Residence The Impact of Prenuptial Agreements on Your Client's Divorce Solutions for Dealing With Non-Marital Property and Debts Analysis and Application of Statutory Guidelines CONFIDENTLY HANDLING VALUATION ISSUES 10:10 - 11:40, Lawrence E. Leone and Evan T. Sussman. Determining Which Assets Must be Valued Practical Valuation Methods and Techniques Understanding Standards of Value Establishing Usable Valuation Procedures Marital Property Rules Affecting Valuations Factoring in Common Issues in Business Valuations How Closely Held Businesses are Assessed Deciding the Worth of Professional Practices Business Specific Valuation Procedures What are Value "Drivers"? The Tricky Prospect of Valuation of Intangible Assets Handling Issues in Pension/Retirement Plan Valuations Knowing Which Valuation Strategies are Available Dealing Effectively With QDROs Role of Expert Witnesses in Valuation ETHICAL CONSIDERATIONS IN DIVORCE CASES 12:40 - 1:40, S. Roger Rombro. Avoiding Allegations of Malpractice Ensuring Professionalism Setting Reasonable Attorneys' Fees Resolving Communication Issues HOW TO AVOID COMMON TAX MISTAKES IN DIVORCE SETTLEMENTS 1:40 - 3:10, S. Roger Rombro. Understanding the Tax Impact on Maintenance Preparing for Potential Gift and Estate Tax Issues Transfers of Property Between Spouses Consequences of Using Business Assets in Divorce How the Government Taxes Alimony The Tax Implications for Child Support STRATEGIES IN EQUITABLE DISTRIBUTION SETTLEMENTS 3:25 - 4:40, Evan T. Sussman. Preparing the Client for Mediation The Role of the Mediator Handling the Paperwork to Be Submitted The Impact of Domestic Violence on Mediation The Importance of Confidentiality

Audience

This intermediate level seminar was designed to show you how to negotiate and craft the most equitable divorce settlement for your client. Those who should attend include: