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Financial Topics in Family Law
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Co-Sponsored by Atlanta Bar CLE and the Atlanta Bar Association Family Law Section

1/27/2015
When: 01/27/2015
9:00 am to 5:00 pm
Where: State Bar of Georgia
104 Marietta St.
Atlanta, Georgia  30303
United States
Contact: (404) 521-0781


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Co-Sponsored by Atlanta Bar CLE and the Atlanta Bar Association Family Law Section

6.3 CLE hours, including 2 Trial Practice hours

CLE Materials: The seminar written materials will be emailed to all registrants before the seminar. In addition to receiving the electronic materials, you may also purchase the materials on a 1GB USB drive for $10 or a printed copy for $20. Please indicate your choice or decline this option when you register.

Registration Fees:
Register by January 20, 2015 and receive a $30 discount!

Atlanta Bar Family Law Member: $229 ($199 Early)  
Other Atlanta Bar Member: $239 ($209 Early)
Non-Atlanta Bar Member: $289 ($259 Early)
Paralegals: $189 ($159 Early)
Law students: Members $10/Non-Members $20

 

Non-Members must register via the registration form

 


Seminar Agenda:

 

8:30 am - Registration

9:00 am - Introduction and Welcome

   - Dan Branch, ASA IAG Forensics & Valuation
   - Hannibal Heredia, Esq., Hedgepeth, Heredia, Crumrine & Morrison

   - J. Ashley Sawyer, Esq., Hedgepeth, Heredia, Crumrine & Morrison

9:10 am - Fundamental Financial Concepts in Family Law
An overview of the basic financial concepts in family law matters that every lawyer and financial expert should know including creating a marital balance sheet, reviewing tax returns and records, identifying different forms of income, alimony issues, child support and modification calculations, and deciding when a case needs a financial expert. 

   - Whitney Mauk, Esq., Whitney D Mauk, P.C.
   - Will Geer, CPA, Geer & Associates 

10:00 am - Basics of Executive Retirement and Benefits
How to identify, value and divide retirement and benefits in cases involving high-level executives. Topics to include stock options, restricted stock, deferred compensation, and qualified and non-qualified plans. 

   -  Kelly Reese, Esq., Stern & Edlin, P.C.
   -  Laurie Dyke, CPA, IAG Forensics & Valuation

10:50 am - Break

11:00 am - Mock Direct and Cross of a Financial Expert Witness

A mock direct and cross examination of a financial expert with explanations of effective tips and tricks for both attorneys and expert witnesses. 

   -  Ted Eittreim, Esq., Mayoue Gray Eittreim, P.C.

   -  Tina Roddenbery, Esq., Holland Roddenbery LLC 
   -  Lyn Reagan, CPA, Bennett Thrasher

12:15 pm - Lunch

1:15 pm - Advanced Tracing and Separate Property Issues

Methods for satisfying your tracing burden and proving or bolstering your separate property claim. 

   -  Pilar Prinz, Esq., Lawler Green Prinz & Gleklen LLC
   -  Sherri Holder, CPA, The Holder Group

2:00 pm - Advanced Issues in Business Valuations
Discussion of the valuation of business interests in divorce cases including relevant valuation standards, factors influencing the applicability and size of discounts, how to equitably divide the business, and issues related to the potential sale of a business interest. 

   -  Sarah McCormack, Esq., Hoelting & McCormack LLC
   -  Debbie Gibbon, CPA, Gibbon Financial Consulting, LLC

3:00 pm - Break

3:10 pm - Frequently Missed Tax Opportunities and Drafting Techniques

Tips and techniques regarding drafting tax language in family law matters including filing status and credits, rules on alimony and child support, deductions, innocent spouse relief, apportionment of tax liability, and attorney's fees. 

   -  Adam Gleklen, Esq., Lawler Green Prinz & Gleklen LLC
   -  Beth Garrett, CPA, Frazier & Deeter

4:00 pm - Judges Panel - Use of Financial Experts in Family Law Cases
Superior Court Judges will answer questions and give advice about using financial experts in family law cases.
      Moderator:    Dan Bloom, Esq., Richardson Bloom & Lines, LLC
      Judges:          Honorable Robert D. Leonard, Cobb County Superior Court
                             Honorable Gregory A. Adams, DeKalb County Superior Court

                             Honorable Jane C. Barwick, Fulton County Superior Court

                             Honorable A. Gregory Poole, Cobb County Superior Court 

     Additional Judges TBA

 

5:00 Happy Hour for speakers, judges and attendees at The Glenn Hotel
Drink tickets included with registration

 

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