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California Family Law Report

 
 

Family Law Experts Series:
Complex Financial Matters
"It's Dollars & Sense"

Sessions Closed!

 

 

Focus

This three-day 18-hour program is CFLR’s latest installment in the Family Law Experts Series. Complex Financial Matters - It’s “Dollars & Sense” brings together an all-star panel of judges and practitioners who are well-seasoned in the complex interplay of family law and financial matters.

 

Many family law practitioners get “math anxiety” when faced with difficult property and support issues. This program will unravel the approaches to these complex issues, improving your ability to make effective presentations at hearings and trials and plan effective cross-examination of financial experts.

 

Difficult topics such as tracing, QDROs, characterization of property, and income available for support, among others, will be thoroughly explored and you will gain a greater understanding of how these financial matters affect your family law clients. New attorneys and experienced practitioners alike will benefit from this first-of-its-kind family law financial matters program.

 

Faculty

All-star faculty of Attorneys, CPAs and Judges

 

Course Highlights

PROPERTY CHARACTERIZATION
  • The basics of community property and separate property
  • Recent cases addressing apportionment between
community and separate property interests
  • Moore-Marsden claims; reimbursement rights under Frick and Epstein
  • Cash-out refinances under Branco and reimbursement rights under Fam.C. §2640 and Walrath


TITLE PRESUMPTIONS
  • How Valli has changed the way we practice family law
  • Presumptions concerning acquisitions and fiduciary duties in this new era


INCOME AVAILABLE FOR SUPPORT
  • Reading a paycheck to determine income available for support
  • Understanding financial statements and general ledgers; and determining how to characterize “phantom income,” capital contributions and perquisites


RETIREMENT
  • Pitfalls and opportunities
  • Considerations in drafting retirement orders and determining community and separate property interests in the plans

 

  • Green, Sonne and other recent cases discussing how property interests are characterized and divided in pension accounts
  • Importance of proper accounting for plan interests and how forensic accountants can assist in determining the interests


TRACING
  • Community and separate property contributions in light of Ficke
  • Different rules for commingled and segregated accounts
  • How assumptions in a tracing report change the potential outcome
  • Effectively presenting and challenging tracing reports


ELECTRONIC EVIDENCE
  • Understanding the role of electronic evidence in making financial presentations
  • Taking the mystery out of understanding electronic evidence in the realm of family law finance

 

Course Materials

Course materials consist of a complete version of all slides used by the presenters, plus other supplemental materials. Enrollees can elect to receive printed course materials OR course materials on a USB drive, which allows you to save them to your hard drive and take notes directly next to the material covered. Enrollees must bring their laptop to the program in order to use the USB drive. See enrollment form to make your selection.

 

18 HOURS MCLE/Specialization Credit: Approval of specialization credit in Family Law has been granted by the California Board of Legal Specialization, and approval of MCLE credit for this activity has been granted by the State Bar of California in the amount of 18 hours.

 

 

 

   

Dates and Locations
Course Logistics

 

Registration: 8:00 AM
Program: 8:30 AM - 4:00 PM
LUNCH PROVIDED DAILY

 

LIVE PROGRAM

 

Costa Mesa
September 5,6 & 7, 2014 (Fri. - Sun.)
Westin South Coast Plaza
686 Anton Boulevard
(714) 540-2500

 

 

VIDEO REPLAY PROGRAMS

 

Walnut Creek
September 19, 20 & 21, 2014 (Fri. - Sun.)
Walnut Creek Marriott
2355 N. Main Street
(925) 934-2000

 

Carlsbad
September 26, 27 & 28, 2014 (Fri. - Sun.)
Sheraton Carlsbad Resort & Spa
5480 Grand Pacific Drive
(760) 827-2400

 

Download Course Brochure (enrollment form included)
Download Enrollment Form

 

 

 

Tuition

 

Early Bird Tuition ........ $1,595
Advanced Tuition ........ $1,895
"At Door" Tuition ........ $2,495

 

Tuition Deadlines

 

Enrollees are entitled to early enrollment discounts. Your registration(s) will be considered “At Door” unless received in our office by the deadline dates listed below (NO EXCEPTIONS):

 

Early Bird tuition deadline (all locations):
7-25-2014

 

Advanced tuition deadlines:
Costa Mesa: 8-29-14
Walnut Creek: 9-12-14
Carlsbad: 9-19-14

 

 

 

Special Offers For Enrollees

 

California Practice Guide: Family Law
$275 + sales tax
(regularly $638)

 

California Practice Guide: Family Law FORMS
$150 + sales tax
(regularly $297) 

 

To order, please call (800) 747-3161, ext. 2

 
     
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