Family Law and the Role of Financial and Asset Experts
Evaluating Whether, When and How to Use an Expert
Recording of a 90-minute CLE webinar/teleconference with Q&A
Conducted on Thursday, March 31, 2011
Recorded event now available
This CLE webinar will prepare family law attorneys to use financial and asset experts. The panel will discuss when to consult with a financial and asset expert and the areas in which the expert can provide invaluable support in preparing your case.
Description
In family law cases, the specialized skills of a financial and asset expert are necessary to value the marital estate, assess the parties’ income, value businesses, trace non-marital assets, value retirement accounts, and evaluate tax planning strategies for settlement.
Involving the financial and asset expert from the beginning of the case allows for effective investigation and evaluation of the marital estate and parties' income stream.
A financial and asset experts can prove invaluable throughout a case: during discovery, mediation or settlement negotiations (as the neutral or expert for one party), at trial (as the expert for a party), as well as in collaborative cases (as the neutral).
Listen as our authoritative panel of family law practitioners discusses effective techniques for utilizing financial and asset experts in family law cases.
Outline
- Type of Financial or Asset Expert
- When and How to Use the Expert
- How to Challenge the Expert
- Financial or Asset Expert as a Consultant
- When to Compromise
- Methods and Approaches for Business Valuations
Benefits
The panel will review these and other key questions:
- What are the best practices for family law attorneys in deciding when to engage the services of a financial and asset expert?
- What kind of financial or asset expert should be used and why should the family law attorney use the expert?
- What are the most effective ways to utilize the services of a financial and asset expert throughout the case?
- What strategies can the practitioner use to challenge opposing party's financial and asset expert?
- How can the financial expert be used as a consultant?
Faculty
Lynne Gold-Bikin,
Partner
Weber Gallagher Simpson Stapleton Fires & Newby, Norristown, Pa.
She is a partner in the firm's Family Law Practice Group, which she chairs. She was named one of the 50 Best Business Women in Pennsylvania, named by Worth Magazine as one of the top 10 divorce lawyers in the country and one of the Top 100 lawyers in 2007. She published numerous articles, journals and books, and often appears as a commentator on family law issues in many local and national media.
Martin S. Varon,
Principal
Alternative Resolution Methods, Atlanta
He is a CPA, CVA, CEBS, Certified in Financial Forensics, accredited in Business Valuations by NACVA, and is a Certified Financial Neutral in Collaborative Law. As a Principal of Alternative Resolution Methods, he is a consultant and expert witness in financial valuations and forensic and investigative accounting. He published numerous articles and is a frequent speaker at bar conferences.
Natalie Parker Bluestein,
Partner
Bluestein & Douglas, Charleston, S.C.
She is an expert in family law, as a litigator and mediator. She is immediate past president of the SC Women Lawyers Association, is co-chair of Charleston County Family Court Liaison Committee, is the Ninth Circuit and Regional Chair of the SC Resolution of Fee Disputes Board, and is a member of the Charleston County Bar Executive Committee. She speaks extensively at numerous CLE’s and seminars.
Ordering
Online CLE - Audio Recording
Includes audio streaming of full program plus handouts (available 24 hours after live seminar).
CLE:
Pre-approved for participatory or non-traditional/alternate format credit in: CA, HI*, NY*, WV*.
Pre-approved for self-study credit in: AK, AZ, FL, GA, MO, MT, TX*, VT, WA.
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(*Indicates that Strafford must report attendance.)
Online CLE Audio $127.00
Available 24 hours after the live event
Recorded Event
Includes full event recording plus handouts (available after live seminar).
CLE: Pre-approved for self-study credit in: AK, AZ, CA, CT, FL, GA, HI, MO, MT, NY, TX*, VT, WA, WV. Upon request, self-study credit is also available in: CO, ID, KY, ME, ND, NE, NH, NM, NV, OR, UT, WI, WY. If you are applying for self-study credit in one of these states, contact Strafford CLE at 1-800-926-7926 ext. 35 or CLE@straffordpub.com. (*Indicates that Strafford needs to process the CLE — see below to purchase this option.)
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Available three business days after the live event
DVD (Slide Presentation with Audio) $127.00
plus $9.45 S&H
Available ten business days after the live event
MP3 Download (Audio with Slide PDFs) $127.00
Available 24 hours after the live event
CD (Audio with Slide PDFs) $127.00
plus $9.45 S&H
Available ten business days after the live event
Webinar/Teleconference
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CLE Credit
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Customer Reviews
The seminar explored the subject matter from many angles and was extremely helpful in my family law practice.
Cindy Allen
Cindy Allen & Associates, PLLC
The CLE was reasonably priced and good quality therefore a very good value.
Jim Proctor
Meridian Advantage
The CLE was very practical and to the point for a family law practitioner. There was no time wasted.
Bruce Clement
Clement Law Center
The CLE covered exactly what was advertised and it was geared to a person with my practice background and level of expertise.
Aliza Organick
Washburn University School of Law
I liked the practical examples raised both by the speakers and those with questions; it allowed for an enhanced understanding of issues I have not yet seen in a bankruptcy/family law context.
Noah Bishop
Gresham Family and Bankruptcy Law
Family Law Advisory Board
Partner
Weber Gallagher Simpson Stapleton Fires & Newby
Paula G. Kirby
Partner
Walzer & Melcher
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