Product Description

Please join us for our fourth annual Domestic Relations Financial Summit where our esteemed panel will discuss everything financial: from child support, college contribution and special needs financial planning for children, to trusts, business valuation methodology, and stock options and restricted stock units. The program provides practical and timely advice from judges, experts, and experienced practitioners who share the information and tools you need to build and maintain the core of a successful domestic relations practice in an ever-changing and challenging economic climate. 

Agenda & Materials

• 9:30am - 9:35am

  Welcome and Introduction

  Andrea E. Nelson, Esq., Koiles Pratt , Salem
  
• 9:35am - 10:30am

  Child Support and College Contribution for Children 18 years and older

  Amanda Vanderhorst, Esq., Kates & Barlow, PC , Boston
  David M. Friedman, Esq., Rubin and Rudman LLP , Boston
  
• 10:30am - 11:25am

  Special Needs Financial Planning for Children in Divorce

  Lisa M. Cukier, Esq., Rubin and Rudman LLP , Boston
  Vanda Marie Khadem, Esq., Khadem Law Office , Dover
  
• 11:25am - 11:40am

  Networking and Refreshment Break
• 11:40am - 12:35pm

  Trusts and Divorce—How Beneficial Interests in Trusts are Treated Incident to a Divorce or When Calculating Support

  Tiffany M. Bentley, Esq., Day Pitney LLP , Boston
  Timothy D. Braughler, Esq., Mirick, O'Connell, DeMallie & Lougee LLP , Boston
  
• 12:35pm - 1:35pm

  Lunch (on your own)
• 1:35pm - 2:30pm

  Business Valuation Methodology—When a Business Valuation is Necessary, Methods of Valuation, and How to Approach Business Valuations at Trial

  Marc D. Bello, CPA/ABV, CVA, MAFF, Strive Partners LLC , Burlington
  Michael P. Judge, Esq., Casner & Edwards LLP , Boston
  
• 2:30pm - 3:25pm

  Stock Option and RSU Basics—What are They, When are They Taxed, When Treated as Income Versus Asset, Nuances, and How to Divide Incident to a Divorce

  Robin Lynch Nardone, Esq., Bowditch & Dewey LLP , Worcester
  Jason R. Pierce, CPA, CMA, CFM, CVA, Paradigm Forensics, LLC , Owings Mills
  
• 3:25pm - 3:35pm

  Networking and Refreshment Break
• 3:35pm - 4:30pm

  "Ask the Judges" Q&A Session and Key Takeaways

  Hon. Kevin R. Connelly, Probate and Family Court, Commonwealth of Massachusetts , Canton
  Hon. Frances M. Giordano, Essex Probate and Family Court, Commonwealth of Massachusetts , Salem
  Hon. Brian J. Dunn, Suffolk Probate and Family Court, Commonwealth of Massachusetts , Boston
  Hon. Jennifer M. Allen, Probate and Family Court,Commonwealth of Massachusetts , Lowell
  Hon. Thomas J. Barbar, Probate and Family Court, Commonwealth of Massachusetts , Woburn
  

Please Note

MCLE webcasts are 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.

Chair

Faculty