In many divorce cases, an advanced degree in mathematics seems necessary to effectively advocate on behalf of a client. The valuation and division of complex assets, such as closely held businesses, trust interests and stock options, and restricted stock and other equity compensation can be challenging and intimidating. Tax consequences need to be identified and brought to the Court's attention. Clients need to be educated on what they can and cannot expect to receive by way of assets in their divorce judgment. The potential for missteps is ever present.
Don't let the numbers intimidate you! Learn from an expert faculty and acquire the knowledge you need to sort out sophisticated issues of asset division in your next divorce case.
Don't let the numbers intimidate you! Learn from an expert faculty and acquire the knowledge you need to sort out sophisticated issues of asset division in your next divorce case.
Course Content
1:00 pm - 1:05 pmWelcome and Introduction
1:05 pm - 2:05 pm
Stock Options, Restricted Stock and Other Equity Compensation Interests
Michael P. Judge, Esq.,
Casner & Edwards LLP, Boston
,
2:05 pm - 2:10 pm
Break
2:10 pm - 3:30 pm
Equitable Division of Trust Interests, Inheritances, Expectancies, and How to Value Them
Hon. George F. Phelan,
Probate and Family Court, Commonwealth of Massachusetts, Boston
3:30 pm - 3:35 pm
Break
3:35 pm - 4:30 pm
Overview of Business Evaluation
Marc D. Bello, CPA/ABV, CVA, MAFF,
Willamette Management Associates, Boston
4:30 pm - 4:35 pm
Break
4:35 pm - 4:50 pm
How to Identify and Present Tax Consequences of Asset Division
Linda A. Ouellette, Esq.,
Kates & Barlow, PC, Boston
4:50 pm - 5:00 pm
Top Take Aways and Q&A
Please Note
This webcast is 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.
Speakers
ChairMarc D. Bello, CPA/ABV, CVA, MAFF,
Willamette Management Associates, Boston
Faculty
Michael P. Judge, Esq.,
Casner & Edwards LLP, Boston
Richard M. Novitch, Esq.,
Todd & Weld LLP, Boston
Linda A. Ouellette, Esq.,
Kates & Barlow, PC, Boston
Hon. George F. Phelan,
Probate and Family Court, Commonwealth of Massachusetts, Boston
