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 with Q&A


Conducted on Thursday, March 31, 2011

Recorded event now available

or call 1-800-926-7926
Program Materials

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.

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Outline

  1. Type of Financial or Asset Expert
  2. When and How to Use the Expert
  3. How to Challenge the Expert
  4. Financial or Asset Expert as a Consultant
  5. When to Compromise
  6. 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?

Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.

Faculty

Gold-Bikin, Lynne
Lynne Gold-Bikin

Partner
Weber Gallagher Simpson Stapleton Fires & Newby

She is a partner in the firm's Family Law Practice Group, which she chairs. She was named one of the 50 Best...  |  Read More

Martin S. Varon
Martin S. Varon

Principal
Alternative Resolution Methods

He is a CPA, CVA, CEBS, Certified in Financial Forensics, accredited in Business Valuations by NACVA, and is a...  |  Read More

Natalie Parker Bluestein
Natalie Parker Bluestein
Partner
Bluestein & Douglas

She is an expert in family law, as a litigator and mediator. She is immediate past president of the SC Women Lawyers...  |  Read More

Other Formats
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Strafford will process CLE credit for one person on each recording. All formats include program handouts. To find out which recorded format will provide the best CLE option, select your state:

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