Domestic Relations Financial Summit
Insight into judicial thinking and financial planning for children with special needs
- Product Number: 2250130WBC
-
CLE Credits, earn up to:
6 substantive credits, 0 ethics credits CLE Credit Note - Print Brochure
-
Add to Favorites List
Choose Date/Location:
-
Product Description
Product Description
Please join us for our fourth annual Domestic Relations Financial Summit where our esteemed panel will discuss everything financial: from child support, college contribution and special needs financial planning for children, to trusts, business valuation methodology, and stock options and restricted stock units. The program provides practical and timely advice from judges, experts, and experienced practitioners who share the information and tools you need to build and maintain the core of a successful domestic relations practice in an ever-changing and challenging economic climate.
-
Agenda
Agenda & Materials
-
9:30am - 9:35am
-
9:35am - 10:30am
Child Support and College Contribution for Children 18 years and older
on demand video Add to CartAmanda Vanderhorst, Esq., Kates & Barlow, PC , Boston
David M. Friedman, Esq., Rubin Rudman LLP , Boston
-
10:30am - 11:25am
Special Needs Financial Planning for Children in Divorce
on demand video Add to Cart -
11:25am - 11:40am
Networking and Refreshment Break
-
11:40am - 12:35pm
Trusts and Divorce—How Beneficial Interests in Trusts are Treated Incident to a Divorce or When Calculating Support
on demand video Add to Cart -
12:35pm - 1:35pm
Lunch (on your own)
-
1:35pm - 2:30pm
Domestic Relations: Business Valuation Methodology—When a Business Valuation is Necessary, Methods of Valuation, and How to Approach Business Valuations at Trial
on demand video Add to CartMarc D. Bello, CPA/ABV, CVA, MAFF, Strive Partners LLC , Burlington
Michael P. Judge, Esq., Ligris & Associates , Boston
-
2:30pm - 3:25pm
Stock Option and RSU Basics—What are They, When are They Taxed, When Treated as Income Versus Asset, Nuances, and How to Divide Incident to a Divorce
on demand video Add to CartRobin Lynch Nardone, Esq., Bowditch & Dewey LLP , Worcester
Jason R. Pierce, CPA, CMA, CFM, CVA, Paradigm Forensics, LLC , Owings Mills
-
3:25pm - 3:35pm
Networking and Refreshment Break
-
3:35pm - 4:30pm
Domestic Relations Financial Summit: "Ask the Judges" Q&A Session
on demand video Add to CartHon. Kevin R. Connelly, Probate and Family Court, Commonwealth of Massachusetts , Canton
Hon. Frances M. Giordano, Probate and Family Court, Commonwealth of Massachusetts , Salem
Hon. Brian J. Dunn, Suffolk Probate and Family Court, Commonwealth of Massachusetts , Boston
Hon. Jennifer M. Allen, Appeals Court, Commonwealth of Massachusetts , Boston
Hon. Thomas J. Barbar, Probate and Family Court, Commonwealth of Massachusetts , Woburn
Special Program Materials:
Please Note
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