Divorce and Distribution of Hard to Value and Non-Transferrable Business Interests
Navigating Valuation and Distribution Methods and Complexities
Recording of a 90-minute CLE webinar with Q&A
This CLE course will prepare family law counsel on the distribution of hard to value and non-transferable business interests in limited partnership and other entities in the context of divorce. The panel will outline ways to address distribution issues and suggest language to include in the marital settlement agreement.
Outline
- Types of entities often create valuation and distribution issues
- What makes the interest difficult to value
- How and why distribution issues arise
- Drafting language suggestions in settlement agreements
Benefits
The panel will review these and other key questions:
- What types of business interests often create valuation and distribution issues in divorce?
- What valuation complexities should counsel be cognizant of for these types of interests within the divorce context?
- What settlement options are available for distribution for non-transferable business interests?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Faculty
Gerald L. Shoemaker, Jr.
Shareholder
Hangley Aronchick Segal Pudlin & Schiller
He concentrates his practice in domestic relations issues, including equitable distribution, alimony, custody and... | Read More
He concentrates his practice in domestic relations issues, including equitable distribution, alimony, custody and support matters. He is a frequent lecturer on family law topics. He has been repeatedly recognized as a leader in family law, including most recently being named one of the Greater Philadelphia Region's Ten Leaders in Divorce Law, 45 & Under, by the Ten Leaders Cooperative.
CloseStacy P. Collins
CPA/ABV, CFF, Managing Director
Financial Research Associates
She specializes in business valuation and related issues. She is a frequent speaker and author on business valuation,... | Read More
She specializes in business valuation and related issues. She is a frequent speaker and author on business valuation, forensic accounting and related issues. Her experience includes marital dissolution cases, corporate litigation, and estate planning valuations and transactions. She is a contributing author of Financial Valuation: Applications and Models, Third Edition.
CloseSandra R. Klevan
CPA/ABV, CFF, Managing Director
Financial Research Associates
Her focus is on business valuation, litigation support and forensic accounting. She is a member of the Financial and... | Read More
Her focus is on business valuation, litigation support and forensic accounting. She is a member of the Financial and Valuation Services Section of the AICPA, and serves on the Family Law Task Force of that organization. She has served on panels and made presentations, as well as authored and co-authored several articles in the area of business valuation and forensic accounting.
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