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Preparing Rule 401 Financial Statements

The do’s and don’ts for litigants appearing in Probate and Family Court in the Commonwealth

  • Product Number: 2240241WBC
  • CLE Credits, earn up to:
    2 substantive credits, 0 ethics credits CLE Credit Note
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  • Product Description

    Product Description

    Every litigant who appears in Probate and Family Court on a financial issue in connection with a divorce, child support, alimony, financial contempt, or financial modification is required to submit a Rule 401 Financial Statement form. For those who are W-2 wage earners with limited assets, the form is not hard. For those with different types of income such as self-employment, overtime or bonus compensation, and equity compensation, the forms are harder to complete. Add to the confusion the proper way to reflect assets and/or liabilities held in more complex situations, and pro se litigants and lawyers alike might unintentionally create a situation which is not truly accurate, or which confuses—or worse, annoys—the judge hearing the case.

    Join our experts as we examine how to properly reflect income of the parties, including that of self-employed litigants, how to properly reflect asset values (including how to reflect beneficial interests in trusts, unvested stock, and jointly titled assets), and how to generally best capture your clients’ financial circumstances in a financial statement.

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    Agenda & Materials

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    MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

  • Faculty

    Chair

    Wendy O. Hickey, Esq., Brick, Jones, McBrien & Hickey LLP, Needham

    Faculty

    Gina J. Calabro, Esq., Brick, Jones, McBrien & Hickey LLP, Needham
    Hon. Randy J. Kaplan, Probate and Family Court, Commonwealth of Massachusetts (Ret.),
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