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Successful Financial Settlements for Your Divorce Client Training Class
Course ID: 9375
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Successful Financial Settlements for Your Divorce Client Training Seminar
Untangle Complex Financial Situations for A Fair Divorce Settlement
Clients involved in a divorce may not be able to focus on fairly dividing their marital assets - in fact, they may not even be aware of all the assets they and their spouses jointly own. You can provide a valuable service to your clients by determining what their marital assets are and how they should be allocated in order to achieve the best financial settlement possible.
After this intensive seminar, you'll be able to address some of the most complicated financial issues that can arise when a couple's assets are multifaceted. Identify, uncover and assess the value of all the different assets using your new forensic accounting and valuation skills. Factor in all the considerations that determine how to divide both assets and liabilities. Evaluate pension plans and retirement accounts and decide how they'll be handled. Take into consideration all the tax ramifications that may affect the actual amount distributed. Don't chance your client's financial future - unravel involved financial situations for a fair and equitable settlement.
- Conduct a thorough financial investigation to uncover hidden assets.
- Value and divide trust interests to make sure the settlement is equitable.
- Properly handle financial agreements for common law marriage and cohabitation cases.
- Determine your client's health care coverage obligations to dependent children and former spouses.
- Avoid allegations of malpractice by knowing the risks when dividing retirement assets.
- Create a divorce settlement that addresses estimated tax payments and refunds.
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Agenda |
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- FORENSIC ACCOUNTING AND VALUATION IN DIVORCE
Patrice Viton, 9:00-10:45
- Uncovering Hidden Assets and Income-Documents Needed
- Analyzing Income Tax Returns in Divorce Cases
- Valuing Trust Interests in a Divorce
- Tax Consequences in Division of Complex Assets
- FAIR AND EQUITABLE ASSET AND LIABILITY DIVISION
Kevin M. Barth, 11:00-12:45
- Common Law Marriage and Cohabitation Agreements
- Dissipation of Marital Assets
- Continued Health Care Benefits for Dependent Children and Former Spouses
- Equitable Property Division - What is Equitable?
- Insurance and Inheritance Issues
- RETIREMENT AND PENSION ISSUES
Jeffery E. Kinard, 1:45-3:00
- Using Retirement Accounts in Equitable Divisions and Support
- Malpractice Risks in Allocating Retirement Accounts in a Divorce
- The Impact of Social Security Benefits
- TAX MATTERS AND RAMIFICATIONS IN DIVORCE
Jeffery E. Kinard, 3:15-4:30
- Marital Residence
- Filing Status
- Maintenance and Recapture Issues
- Tips on Making a Tax Effective Divorce Settlement
- Carryover Items
- Estimated Tax Payments and Refunds
- Website Resources
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Audience |
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This seminar contains valuable, intermediate-to-advanced level information for family law and dispute resolution attorneys. Mediators, arbitrators, accountants and financial planners will also gain valuable knowledge about financial issues in divorce by attending this course.
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Successful Financial Settlements for Your Divorce Client Training Course Dates and Locations
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Course ID: 9375
| Course Duration: 1 Day
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Locations: |
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