Wednesday, May 8, 2024, 4:00 to 6:00 PM
Date & Time: Wednesday, May 8, 2024 from 4:00 p.m. – 6:00 p.m. ET
Webinar Fee: $65
This Program is Online Only
Faculty
Marc Bello, Managing Director, Willamette Management Associates
Janice Berner, CPA, MBA, CDFA, CLTC, Financial Advisor, Baystate Financial
Lisa Cukier, Esq., Chair, Fiduciary Litigation, Co-Chair, Private Client, Burns Levinson (moderator)
Andrea Nelson, Esq., Partner, Divorce and Family, Burns Levinson
Nora Yousif, CFP®, CDFA®, MBA, Financial Advisor - Senior Vice President
Empower House Financial Group at RBC Wealth Management
Join us for an exclusive first-of-its-kind program on Finance for Family Law and Fiduciary Litigation Attorneys. Attendees will gain crucial insights to navigate complex financial landscapes in family law and fiduciary litigation. This program will demystify key financial intricacies relevant to:
Divorce and custody cases
Asset valuation including business valuation
Conservatorship and trusts
Estate administration matters
Trust and estate litigation
Elder financial exploitation and undue influence cases
Forensics of finding missing money
Key Topics and Learning Objectives:
Understanding financial documents
Valuation techniques in divorce cases
Trusts and estate asset and marital asset valuation essentials
Forensics and finding missing money in family law and fiduciary litigation matters
How Social Security benefits work for divorcees and how benefits can be equalized
How college financial aid rules relevant to a divorce are changing this fall
When and how is best to sell a home for tax purposes during a divorce and qualifying for a mortgage
Assessing if the soon-to-be divorcee will be okay financially. (Ex: Determining how much alimony and/or earned income needs to be saved, if the marital home should be kept, etc.)
Who Should Attend:
Family law and divorce law attorneys
Trust and estate attorneys
Fiduciary litigation attorneys
Benefits of Attendance:
Enhance financial literacy
Strengthen legal strategies
Learn from industry experts
Don't miss this opportunity to elevate your financial acumen in the legal realm. Join us for an informative session that empowers your practice!
Online registration is encouraged. For assistance, questions on group discounts, accommodations requests, special billing, program content, out-of-state CLE credits, and general contact CLE Coordinator, Michael Saporito by email at msaporito@socialaw.com. Registrations accepted in order of receipt. Registration fees are non-refundable. Most Social Law Library CLE events are recorded and recordings are sent to all who are registered. The recording is available by digital download, generally within a week after the program date. CLE credit, when applicable, is only granted when the live webinar is attended.