Demystifying Complex Compensation and Equity in Family Law Cases

Description

Join the MSBA Family and Juvenile Law Section for a brand new virtual presentation of Demystifying Complex Compensation and Equity in Family Law Cases on Tuesday, February 21, 2023 at 9 a.m.! 

In this session we will utilize case studies to show how stock options, pensions, and phantom stock are commonly treated for purposes of income determination and valued for purposes of asset division. Additionally, we will examine complexities related to business valuation and phantom income in divorce settings.

Presented by Robert Carter (MS, CPA/CFF, CVA, CFE, CEPA) and Kristopher Hallengren (CPA/ABV/CFF, ASA, MSF) of Vallit Advisors.

3.0 hours of CLE credit will be offered by the surrounding MCLE states of Virginia, Delaware and Pennsylvania.  If you miss the livestream, it will be recorded and available on the MSBA CLE catalog a week after the program date. 

 

 

Course Level
TBD
Professional Area of Focus
Family Law
CLE Field of Study
Continuing Education Legal Credit
3.0
Event Information
When
Feb 21, 2023
9:00 am - 12:30 pm EST
Location
Online
Total CLE Credits
3.0
Format
Webinar

Agenda

Day 1

02/21/2023
9:00 am
Demystifying Complex Compensation and Equity in Family Law Cases

The following topics will be reviewed during the program:

  • Overview of types of complex income/equity items
  • Discussion of key terminology
  • Stock Options: How they work, are documented, and calculated
  • Stock Options: Case Study
  • Pensions: How they work, are documented, and calculated
  • Pensions: Case Study
  • Phantom Stock: How it works, is documented, and valued
  • Phantom Stock: Case Study
  • Valuation Complexities: Considerations and how it impacts the case
  • Valuation: Case Studies
  • Phantom Income: How it’s documented and what it represents
  • Phantom Income: Case Study
12:30 pm
Program Adjourns

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Demystifying Complex Compensation and Equity in Family Law Cases