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ADFP
University Schedule
Important
Notice: Below is a detailed agenda for ADFP University. If you haven't
registered for ADFP University, AND you registered as an Early Bird for
the conference, you may add ADFP University courses to your registration
at Early Bird rates. To do so, call Pam Humbert at 888-838-7773. There
are also a very limited number of hotel rooms still available for the
conference should you wish to extend your stay.
More
detailed information about courses and conference workshops can be found
in the Conference Book, which will be given to you electronically.
You
will not need to make course selections until ADFP University day.
However, to obtain CE credits, you will need to sign in and out of each
of your sessions. With the following exceptions, we anticipate courses
will provide 2.0 credits for CDFAs, CFPs and CPAs (CPAS should check with
their individual states to confirm approval of NASBA-approved courses).
The
following courses are not eligible for CE for CFPs: Family Law Software
workshops, Build and Grow Your Divorce Practice.
8:30
- 10:10
How
to Divide the Retirement Assets: QDROs, DROs and COAPS - Robert Guarnera, MSPA, FCA, MAAA,
EA, CPC, President, Pension Actuaries, Inc.
Critical
Divorce Strategies for Families with Special Needs - Mary Anne Elhert, CFP®, Founder,
Protected Tomorrows
Why
Long Term Care Insurance is Critical in Divorce Planning - Natalie Karp, CLTC, MBA and Rona Loshak, CLTC, MBA, Karp
Loshak LTC Insurance Solutions
10:30
- 12:10
Why
Long Term Care Insurance is Critical in Divorce Planning - Natalie Karp, CLTC, MBA and Rona Loshak, CLTC, MBA, Karp
Loshak LTC Insurance Solutions
Build
and Grow Your Divorce Practice -
Rosemary Frank, MBA, CDFA™
Anatomy
of a Tax Return, Peggy Tracy, CFE, CDFA™
1:00
- 2:40
Build
and Grow Your Divorce Practice -
Rosemary Frank, MBA, CDFA™
Dividing
Nonqualified Retirement/Executive Benefits and Military Pensions in a
Divorce - Linda Ursin,
JD, CLU.
The
Bankruptcy Abuse Prevention and Consumer Protection Act and its Impact on
Family Law - Amanda S. Trigg, Esq.,
Partner, Lesnevich & Marzano-Lesnevich,
LLC
3:00
- 4:40
Critical
Divorce Strategies for Families with Special Needs - Mary Anne Elhert, CFP®, Founder,
Protected Tomorrows
Divorce
and Estate Planning Issues - Laura Weintraub Beck, Esq., Principal, Cummings and
Lockwood LLC
Family
Law Software Workshop: Tax-Effected Property Division: Don't Just Talk
About It, Do It! - Dan Caine, JD, MBA,
President, Family Law Software
5:00
- 6:40
Family
Law Software Workshop: The Four Horsemen of Alimony Needed - Dan Caine, JD, MBA, President, Family Law Software
Anatomy
of a Tax Return - Peggy Tracy, CFE,
CDFA™
Gray
Divorce - Lili Vasileff, CFP®, CDFA™
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Anatomy
of a Tax Return - Peggy Tracy, CFE,
CDFA™
This seminar
provides a framework to read a tax return for content and investigative
purposes. Tax returns are more than just a collection of numbers. They
are a historical representation of all the income and allowable expenses
for a given year. As such, individual, trust, corporate and partnership
tax returns are my primary investigative tools when doing forensic
accounting for a divorcing family and looking for hidden or missing
accounts or assets. Consistency and transparency are key principals when
reviewing returns - any deviation must be explained.
The
Bankruptcy Abuse Prevention and Consumer Protection Act and Its Impact on
Family Law - Amanda S. Trigg, Esq.,
Partner, Lesnevich & Marzano-Lesnevich,
LLC
The
Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 (BAPCPA)
was passed into law and became effective on October 17, 2005. The law had
a dramatic effect on many aspects of bankruptcy and also impacted family
law proceedings in a number of different areas. This presentation will
provide an overview of the different bankruptcy chapters and highlight
the areas where the BAPCPA provided changes that impacted family law
proceedings. In addition, this presentation will discuss the role of
family law practitioners in protecting their clients' best interests in
light of the changes brought about by the BAPCPA.
Build
and Grow Your Divorce Practice -
Rosemary Frank, MBA, CDFA™
Description
to be posted in Conference Book.
Critical
Divorce Strategies for Families with Special Needs - Mary Anne Elhert, CFP®, Founder,
Protected Tomorrows
Statistics
show that 20 percent of the U.S. population is affected by special needs.
While the divorce rate among families with special needs is often a topic
of great debate, there is one fact that remains certain: the complexity
of a divorce proceeding increases exponentially when working with
families with special needs. Knowing how to handle financial planning for
families with special needs at the onset of a divorce process will help
to ensure that the future of the family member with special needs is
considered in all aspects of the negotiations, including child support,
alimony, and custodial decisions including guardianship. Attend this
session to find out how child support and alimony can adversely affect
eligibility of potential government benefits; how to preserve assets with
the use of special needs trusts; and how to address conflicts related to
quantifying future care needs and selecting future trustees. Mary Anne Ehlert will help you understand the importance of
addressing these issues early in the process and how to ensure that a
family member with special needs is not overlooked.
Dividing
Nonqualified Retirement/Executive Benefits and Military Pensions in a
Divorce - Linda Ursin,
JD, CLU.
Nonqualified
retirement benefits and stock options (NSOs and ISOs) can be some of the
most valuable assets available for division in a divorce. This intensive
seminar will help you identify these marital assets, understand complex
distribution rules and tax ramifications, and determine when a QDRO can
be used and taxation issues when it cannot.
The division
of military pensions involves complex rules that must be understood in
order to effectively divide these benefits. The seminar will address
reserve vs. active duty, how to determine benefit amounts, the 10-year
rule, the Survivor Benefit Plan (SBP) and who pays for it, and
alternative ways to calculate the marital fraction.
Divorce
and Estate Planning Issues - Laura Weintraub Beck, Esq., Principal, Cummings and
Lockwood LLC
In this
course, Laura Beck will cover the basics of estate and gift taxation and
estate planning and how they are affected by marriage and divorce. Laura
will discuss unwinding estate plans put in place prior to divorce,
addressing post-divorce estate planning issues and leveraging tax
exemptions as part of the divorce process.
Family
Law Software Workshop: The Four Horsemen of Alimony Needed - Dan Caine, JD, MBA, President, Family Law Software
As a divorce
financial planner, a critical part of your presentation typically
involves scenarios with respect to future cash flows. In
particular, you are often demonstrating the impact of different levels of
spousal support and seeking a "fair" or "reasonable"
level of spousal support. This seminar will explore four different
approaches to setting a spousal support level and will explore the pros
and cons of each. It will also show how to ask "what if" with
other key decision factors, including child support, potential wages,
filing status and tax exemptions.
Family
Law Software Workshop: Tax-Effected Property Division: Don't Just Talk
About It, Do It! - Dan Caine, JD, MBA,
President, Family Law Software
Tax-effected
property division. People talk a lot about dividing assets on a
tax-effected basis. But few people are actually doing this in practice.
And those who are attempting it may not be doing it correctly.
Software can help with the calculations, but there are still a lot of
variables and a lot of judgment involved. This seminar will help
you take your practice to the next level of sophistication by working
through a case, showing how to value several asset types on an after-tax
basis.
Gray
Divorce - Lili Vasileff, CFP®, CDFA™
Most
divorcing Boomers nearing retirement age will likely not have enough
money to live as well as they had during their marriage years. Most
advisors already face the disturbing prospect of telling their clients
they may outlive retirement income. Dividing a marital estate just on the
cusp of these years makes the primacy of the retirement income issue even
greater. Adding to this the threat of "penalizing" divorced
Boomers if they remarry or sometimes cohabit, makes divorce financial
planning during divorce an imperative for creative problem solving.
How
to Divide the Retirement Assets: QDROs, DROs and COAPS - Robert Guarnera, MSPA, FCA, MAAA,
EA, CPC, President, Pension Actuaries, Inc.
Do you know
the difference between a QDRO and a DRO, a separate interest vs. a shared
interest Order, death benefits vs. survivor benefits, traditional pension
vs. cash balance pension, the various methods of allocating investment
earnings/losses? If any of these decisions are giving you a headache,
this session will provide the aspirin and answers.
Why
Long Term Care Insurance is Critical in Divorce Planning - Natalie Karp, CLTC, MBA and Rona Loshak, CLTC, MBA, Karp
Loshak LTC Insurance Solutions
Do your
clients have adult children they want to protect from the likely burden
of long term care issues? Do they have pre-nups
they want to protect as they are not protected for LTC expenses? Do your
clients want to ease the complicated issues of a blended family when long
term care issues arise? Do they want to preserve a 25% marital discount
that stays with their policy? Do they have a lump sum they can put into a
Life/LTC hybrid plan for family protection? Do they want to remain
independent and have dignity and freedom of care choices in later years?
Do they have businesses where they can use the generous federal
deductions for premium payment?
This course
will discuss the likely need for long term care, cost of care, the myth
of self-insuring for these costs, the economics of LTC Insurance, health
qualifying, changing LTC landscape, new plan designs, tax treatment of
premiums and benefits and women's issues.
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