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. Don't chance your client's financial future – simplify involved financial situations for a fair and equitable settlement. Register today!
- Conduct a thorough financial investigation to uncover hidden assets.
- Ensure that the settlement is equitable: value and divide trust interests.
- 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.
- FORENSIC ACCOUNTING AND VALUATION IN DIVORCE
9:00 - 10:30, Heather Deskins
- Uncovering Hidden Assets and Income – Documents Needed
- Documents and Evidence Required
- Analyzing Income Tax Returns in Divorce Cases
- Valuing Trust Interests in a Divorce
- Reconstruction of Income Based Upon Expenditure
- Tax Consequences in Division of Complex Assets
- Valuing the Closely Held Business
- FAIR AND EQUITABLE ASSET AND LIABILITY DIVISION
10:45 - 12:00, C. Gustav Dahlberg
- 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
- LEGAL ETHICS
1:00 - 2:00, Kenneth R. Kline
- Client/Lawyer Relationship
- Researching and Preventing Conflicts of Interest
- Communication With Adverse Party
- Attendance at Client Conferences by Friends or Family of Client
- Attorneys' Fees
- Handling an Ethics Complaint/Grievance
- RETIREMENT AND PENSION ISSUES
2:00 - 3:00, C. Gustav Dahlberg
- Using Retirement Accounts to Cover Maintenance Obligations – Past and Future
- Malpractice Risks in Allocating Retirement Accounts in a Divorce
- Valuing the Impact of Social Security Benefits in an Equitable Division
- TAX MATTERS AND RAMIFICATIONS IN DIVORCE
3:15 - 4:30, Kenneth R. Kline
- Marital Residence
- Filing Status
- Maintenance and Recapture Issues
- Tips on Making a Tax Effective Divorce Settlement
- Carryover Items
- Estimated Tax Payments and Refunds
This seminar contains valuable intermediate-to-advanced level information regarding financial issues in divorce for:
- Family Law Attorneys
- Dispute Resolution Attorneys
- Financial Planners