Master the critical aspects of divorce financial planning in our comprehensive virtual presentation, "Strategic Divorce Tax Navigation:  From Financial Discovery to Post-Dissolution Planning". This essential training covers everything from forensic accounting techniques to tax-efficient asset distribution and post-divorce financial strategies. Perfect for family law attorneys and divorce mediators, this virtual CLE session delivers practical insights into complex marital asset distribution, alimony tax implications, and strategic financial discovery methods. Join us on March 20, 2025, to enhance your expertise in divorce tax planning, property division strategies, and financial settlement negotiations – skills crucial for modern family law practice.

MEMBER PRICE: $150 | NON MEMBER PRICE: $170

What You'll Learn

• Transform your approach to divorce cases through expert insights into:
• Forensic accounting techniques for uncovering and analyzing complex financial assets Strategic tax planning considerations during property division and settlement negotiations
• Post-divorce financial planning strategies to ensure long-term client success
• Advanced methodologies for accurate alimony calculations and distributions

Scroll below to review the agenda. 

3 hours of credit will be offered for surrounding MCLE states

AGENDA:

9:00 a.m. - 9:15 a.m. Introduction and financial awareness and issue spotting – specific consideration for the non-economic spouse and when you need to develop a team. | Michael March, Esq., Whiteford Taylor & Preston

9:15 a.m. - 9:45 a.m.  How to financially plan for the future today 
Margo Cook – CFP®, CDFA®, CAP®, CFRE and John S. Dame, Esq., Rothschild Capital Partners

9:45 a.m.  - 10:45 a.m. The practice of law and specific examples of financial awareness examples
Kerri Cohen, Esq., The Law Offices of Kerri Cohen
Pilar Nichols, Esq., Nichols Gelmann LLC

10:45 a.m. - 10:55 a.m. BREAK

10:55 a.m. - 11:25 a.m. When is mediation an option? 
Bridgette Pearce, CASA of Baltimore County, BP Mediation

11:25 a.m - 11:55 a.m. What are the tax consequences? 
Michael March, Esq., Whiteford Taylor & Preston

11:55 a.m. - 12:15 p.m.  Q & A/ Adjourn

Unable to attend the live program? Self-Guided learning is available. Pre-purchase this program today! 

*Please note, this program will be available 2 weeks after the live event concludes.

Secure your spot today!

Enhance your professional toolkit with practical knowledge that directly impacts your ability to handle complex divorce cases. Join us for this focused session designed to strengthen your expertise in the financial aspects of divorce law.

The Maryland State Bar Association (MSBA) is committed to making its online and in-person services, products, and events accessible to everyone, including people with disabilities. To request an accommodation, please complete this form. 

MEMBER PRICE: $150 | NON MEMBER PRICE: $170