Product Description

Join us in-person or online for our fifth annual Domestic Relations Financial Summit, where our esteemed panel discusses a wide range of financial issues in domestic relations matters, including: a comparison of state law differences across Rhode Island, New Hampshire and Massachusetts; the 2022 Cavanagh v. Cavanagh holding and its financial implications on support and income; financial concerns in complex compensation cases; and personal tax issues for divorcing clients. 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 & Materials

• 9:30am - 9:35am

  Welcome and Introduction

  Andrea E. Nelson, Esq., Koiles Pratt , Salem
  
• 9:35am - 10:25am

  State Law Differences (Rhode Island, New Hampshire, Massachusetts): Jurisdiction Requirements, Alimony, Child Support, Asset Division, and Procedure Across States

  Andrea T. Dunbar, Esq., Bowditch & Dewey LLP , Worcester
  Kelly N. Griffin, Esq., Fields and Dennis LLP , Wellesley
  
• 10:25am - 11:15am

  Personal Tax Issues for Divorcing Clients: Tax Filing Status, Claiming Children as Dependents, Capital Gains From Sale of Home, Reporting Income From RSUs/Options When Vesting, and More

  Kimberley A. Train, PKF O'Connor Davies , Boston
  Meredith W. White, Esq., Dionne & White LLC , Salem
  
• 11:15am - 11:30am

  Break
• 11:30am - 12:55am

  Financial Concerns in Complex Compensation: Understanding Various Types of Complex Compensation, Timing of Income, Taxability, and Pitfalls to Avoid When Addressing it in a Divorce

  Marc D. Bello, CPA/ABV, CVA, MAFF, Strive Partners LLC , Burlington
  Alexander D. Jones, Esq., Brick, Jones, McBrien & Hickey LLP , Needham
  Robin Lynch Nardone, Esq., Bowditch & Dewey LLP , Worcester
  
• 12:55pm - 1:55pm

  Lunch
• 1:55pm - 3:20pm

  Cavanagh 2.0: Unpacking the Holdings from Cavanagh v. Cavanagh and the Financial Implications on Support and Income

  Hon. Lee M. Peterson, Probate and Family Court, Commonwealth of Massachusetts , Canton
  David M. Friedman, Esq., Rubin Rudman LLP , Boston
  Peter J. Jamieson, Esq., Hastings, Jamieson & Lipschutz Family Law Group LLP , North Andover
  Amanda Vanderhorst, Esq., Kates & Barlow, PC , Boston
  
• 3:20pm - 3:35pm

  Break
• 3:55pm - 4:30pm

  Q&A with the Judges

  Hon. Theresa A. Bisenius, Probate and Family Court, Commonwealth of Massachusetts , Salem
  Hon. Kevin R. Connelly, Probate and Family Court, Commonwealth of Massachusetts , Canton
  Hon. Kimberly Moses, Probate and Family Court, Commonwealth of Massachusetts , Canton
  Hon. Lee M. Peterson, Probate and Family Court, Commonwealth of Massachusetts , Canton
  Hon. Janine D. Rivers, Probate and Family Court, Commonwealth of Massachusetts , Boston
  Hon. Jennifer M. R. Ulwick, Probate and Family Court, Commonwealth of Massachusetts , Salem
  

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.

Chair

Faculty

Fees

• $202.50 - MCLE Sponsor Member
• $112.50 - New Lawyer
• $112.50 - Pending Admittee
• $112.50 - Law Student
• $112.50 - Paralegal
• $225.00 - All Others