The MSBA Department of Learning and Publications is offering an all new presentation Financial Issues in Divorce – Taxation, Valuation, Equalization: Navigating Potential Asset and Income Obstacles in Divorce Negotiations on Thursday, January 30, 2020 at the Ecker Business Center in Columbia, MD!
Let us help you walk through the trifold landmines of taxation, valuation and equalization and develop a clearer understanding of how financial concepts and nuances can impact outcomes.
Gain expert advice from our faculty panel that includes:
Jamie S. Lapin, CFP®, CDFA®, AIF® , Harry B. Siegel, Managing Partner, The Law Office of Harry B. Siegel, Lynette A. Whitfield, Attorney at Law, Law Office of Lynette A. Whitfield, Brian Sacks, Branch Manager., Mortgage Loan Originator, CDLP, Homebridge, Larry Pullen, Principal, Ellin & Tucker and The Hon. Diane O. Leasure (Ret.)
4.0 hours of CLE credit will be offered by the surrounding MCLE states. If you cannot join us in Columbia, the program will be webcast live concurrently, and available online on-demand a 5-10 business days after the program.
(Jamie Lapin offers securities through H. Beck, Inc. Member FINRA, SIPC. Investment Advisory Services are offered through Risk Management Group LLC, 14 S. Adams Street, Rockville, MD 20850 (301) 838-4111. H. Beck, Inc. is unaffiliated with Risk Management Group LLC and MSBA.)
a. You and your client
b. The 4-way meeting
3. Emergency Financial Issues
5. The Pendente Lite Hearing
Preparing for Mediation/Collaboration: Choosing Your Mediator Wisely – Understand
What You Can Get at Mediation That You Cannot Get at Trial
Some Areas Don’t Overlap in Attorney/Judge Need to Know
Introducing Creativity into the Process
Evaluating and Critiquing the Other Side’s Experts and Financial Case