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Co-Sponsors: Collaborative Divorce
Association of the Capital District Collaborative
Divorce Lawyers Association (Hartford) Collaborative
Divorce Team of Connecticut Connecticut Council on
Divorce Mediation and Collaborative Practice Divorce
Solutions of Connecticut Family and
Divorce Mediation Council of Greater New York Mid-Jersey
Collaborative Law Alliance Nassau Academy of Law New Jersey
Collaborative Divorce Alliance New Jersey
Collaborative Law Group New York
Association of Collaborative Professionals New York State Council
on Divorce Mediation New York State Dispute
Resolution Association North Jersey
Collaborative Law Group Rockland
Collaborative Law Network Chapter Update
and Development – Amy L. Whitlatch, CFP®, CDFA™ and Susan A. Moussi, CPA, CFP®,
CDFA™ Divorce in
Tough Economic Times – Lili A. Vasileff, CFP®, CDFA™ Presentation of
2009 ADFP Annual Pioneering Award to Pauline Tesler, JD and Peggy Thompson, PhD Keynote
Address: Interdisciplinary Collaborative Divorce: Harnessing the Power of
the Team – Pauline Tesler, JD and Peggy Thompson, PhD Advanced
Collaborative Workshop: Communication Skills for Collaborative Financial Professionals
– Peggy Thompson, PhD The Dynamics of
a Financial Planning Engagement – Vern Hayden, CFP® Breakout
Sessions: 1.
Practice
and Professional Standards I: Establish Engagement Standards and Process
Protocols *** - Dan Caine, MBA, JD, Elizabeth Cox, MIA, CFP®, CDFA™, Lisa C.
Gresham, CDFA™, Barbara A. Stark, JD 2.
Determining
Appropriate Amounts and Durations of Alimony/Spousal Maintenance in Divorce –
Carl M. Palatnik, PhD, CFP®, CDFA™, AAMS 3.
How
Divorce Financial Planners Can Bring Added Value to Your Practice – Amy L.
Whitlatch, CFP®, CDFA™ 4.
Practice and
Professional Standards II: Standards, Protocols, Code of Ethics, Accreditation
& Leadership *** - Barbara A. Stark, JD and Lili A. Vasileff, CFP®, CDFA™ 5.
Common Financial
Mistakes Made During the Divorce Process – Carl M. Palatnik, PhD, CFP®, CDFA™,
AAMS 6.
Financial
Considerations in Settling the Marital Residence – Susan A. Moussi, CPA, CFP®,
CDFA™ Life After the
Mortgage Meltdown – Frank Dippold, Metrocities Mortgage and David A. Nigrelli,
Esq. Special Issues
Relating to Divorce in Today's Economy – Leonard Florescue, JD, Blank Rome,
Kenneth Neumann, PhD, Center for Mediation and Training and Lili A. Vasileff,
CFP®, CDFA™ Breakout
Sessions: 1.
Team
Mediation – Kenneth Neumann, PhD, Center for Mediation and Training 2.
What
You Need to Know About Retirement Plans - Valuations vs. QDROs – Robert
Guarnera, MAAA 3.
Opportunities
and Pitfalls Associated with Stock Options, Restricted Stock and Retirement
Benefits - Linda Ursin, JD & Maria McKeon, JD 4.
How
to Make Straw Into Gold: Creative Ways of Arriving at Workable Outcomes When
There Isn't Enough Money to Go Around – William Donaldson, CFP®, EA, CDFA™, Stacy
Francis, CFP®, CDFA™, Lee Slater, CFP®, CDFA™ 5.
Health
Insurance, COBRA and Proposed Healthcare Reforms: What You Need to Know – Maura
Carley, MPH, CIC 6.
Unwinding
and Otherwise Dealing with Pre-Existing Estate Planning Vehicles in Divorce: Is
That Irrevocable Trust Really Irrevocable? – Adam J. Gottlieb, Esq., Ruskin
Moscou Faltischek 7.
Tax
Issues in Divorce: What You Don't Know Can Hurt Your Clients! – William
Donaldson, CFP®, EA, CDFA™ 8.
Development
of Financial Information: The Lawyer's Perspective – Barbara A. Stark, JD 9.
Bankruptcy
Strategies for Divorce Proceedings – Wayne Greenwald, JD These workshops will, through sample case studies and illustrative examples, provide practitioners with practical tools for identifying, analyzing, clarifying and resolving critical financial and tax issues in divorce, helping them and the attorneys or mediators and the divorcing parties they represent make smart, practical and informed decisions. This workshop addresses such topics as financial and tax projections; combining income, budgeting, real estate, child support, taxes, and alimony to achieve an overall result that recognizes the financial resources and responsibilities of both parties; tools and techniques that enable the parties to reach agreement with respect to division of property; and practical techniques for efficiently reaching an outcome that is fair, workable and acceptable to both parties. This workshop, a continuation of Workshop I, addresses topics such as determining which filing status is best, whether the parties should file jointly or separately, whether they should divorce this year or next, who should claim the exemptions; complex real estate issues associated with the marital residence and investment properties, including refinancing, and tools and techniques that enable the parties to reach agreement regarding the division of property, including separate property and discretionary expenses. How to market the value of divorce analysis to the individual who is going through a divorce; how to create and manage a public image; how to create and use branded reports in the courts; how the attorney-planner relationship can work in a way that brings value both to attorneys and clients. How to help your clients avoid potential divorce tax disasters including, among many others, ensuring that often obscure assignment of income problems are recognized and that alimony intended to be tax deductible really is. How to take advantage of tax saving devices including, to mention a few, how to make child support, attorney’s fees and financial planner’s fees tax deductible and how to take advantage of a more favorable tax filing status. Tips and guidelines on zero-cost PR initiatives that advisors can implement on their own and address issues such as recognizing that beyond getting an interview, preparing for it is the most imperative task; getting familiar with publication and understanding editors’ beat; using the media as a conduit between advisors and their target audiences; how to build media relationships and expert source reputation; how to effectively pitch story ideas to the media; how to prepare for the spotlight and articulate the nature and content of information; handling media inquiries; leveraging the New Media. 2005 Bankruptcy Law amendments’ effects on domestic support obligations. The Bankruptcy Abuse and Consumer Protection Act of 2005 (BACPA) may be renowned for its impact on consumer credit card debt, but it provides many significant changes for the treatment and administration of domestic support obligations. Divorcing clients are by definition going through a difficult time. However there are some clients who we experience as being difficult beyond that. This workshop will teach you how to identify which clients you experience as difficult and to develop techniques to work more effectively with these clients This session covers personal vs. enterprise goodwill and the impact of a requested maintenance award. Maintenance and child support interactions. Perquisites. Timing of perquisite awards and the characterization of awards as “income” vs. “distributable assets.” Does the characterization of an award as “income” or an “asset” change if granted before marriage (but earned and vested after the date of marriage), at the beginning of the marriage or at the date of separation or complaint make a difference? Impact of property payments paid over time and their effects on support and maintenance. College payments and their effects on support and maintenance. Payments beyond child support; extracurricular activities, private school, medical, dental, etc. and their effects on other payments. This presentation will discuss what your clients should do to ensure they are covered during and after divorce. Learn who has the right to the insurance policy; how to advise your clients on whether they should be listed under the existing homeowners policy after; at what point they will no longer be covered for liability under the existing or pre-existing insurance policy; how to manage COBRA when they were previously insured under their spouse and when to change the beneficiaries on a life insurance policy. Retirement Factors: eligibility. divorced spousal benefits, termination events, entitlement factors, proofs required, dependents.. Disability Factors: who is eligible, terminating events, divorce is not an issue. Survivors Benefits: eligibility, terminating events, proofs required. SSI Eligibility Factors: terminating events. Children with special needs present difficult issues during a divorce. Learn how to assist your client in negotiating child support, medical coverage, services and planning for the child’s future needs. The session will cover a discussion of the use of special needs trusts and a parent’s obligation of support, determining which parent should cover the disabled child’s medical coverage and more. If you have to testify in court as an Expert Witness, you can either help win the case, or you can destroy your client’s case! Learn how to be qualified as an Expert Witness. Learn the basic differences between Direct and Cross examination. Learn how to answer questions asked of you on the stand. This seminar is designed to teach both inexperienced and experienced practitioners how to successfully navigate §1031. The 1031 Exchange concept could be a valuable strategy for any investor or advisor when considering the disposition of real estate that was either held as part of a trade or business or for investment purposes. Under IRC §1031, a taxpayer can defer the capital gain taxes and the depreciation recapture taxes that would be due upon the sale of a property as long as they follow the guidelines of the code section and reinvest the proceeds into a qualified replacement property(s) within the imposed deadlines. Attendees will learn how to best structure real estate deals to maximize §1031’s benefits and to avoid its pitfalls. Attendees will also discover the wide range of replacement property options available in today’s market. Each attorney and CPA in attendance will be provided with additional continuing education credits through self study courses. Attorneys will receive 2.5 elective credits, and CPAs will receive 2 elective credits. 5th Annual ADFP Conference Location: Radisson Hotel, New Rochelle, NY Agenda: Interdisciplinary Approaches to Divorce – Kenneth Neumann, Ph.D., Center for Family & Divorce Mediation (mediation); Harold Brienes, Esq., (collaborative divorce); Amy Greenberg, Esq., Greenberg & Prince, LLC (litigation); Bill Donaldson, CFP®, EA, CDFA™, The Vista Companies (divorce financial planning) A first hands on commentary about how different legal professionals find value in divorce financial planning services; how they use our services and integrate them in their work; when they call upon us; and how in their eyes, we are able to augment the divorce process for achieving equitable and practical outcomes for the client. This is a peek inside how legal professionals work with us and we can utilize this information to market ourselves across interdisciplinary professions. Lifestyle Analysis – Paul Pershes, CPA/ABV, CVA, Managing Director, RosenfarbWinters, LLC Why perform a lifestyle analysis? Does the lifestyle “make sense?” Using lifestyle analysis to help determine support needs. Learn what is needed to prepare a lifestyle analysis, its format and how to work with the client, attorney or other divorce professionals, Lifestyle Analysis vs. Statement of Net Worth. Finding Hidden Treasures in Tax Returns – Mark Gottlieb, CPA/ABV, CVA, DABFA The ability to read and understand business and personal income tax returns may be one of the most important tasks in evaluating the finances in a divorce proceeding. This workshop will teach participants what tax returns say and what they don't readily reveal. Learn what to look for to determine what a business owner really earns and how to identify personal and discretionary expenses that may be paid from a business. Get More Referrals with a Targeted Marketing Strategy – Vikram Rajan, Co-founder of CoGrow Systems, Inc. and MAESTRO Business Academy Divorce financial planners are in a unique position in the marketplace. You can use your expertise to attract referrals from a variety of sources. Because there are so many opportunities, you may not know where to start, where to focus or the most effective marketing strategies. Vik Rajan will present a highly interactive seminar focusing on practical marketing insights to help you grow your practice the very next day! |
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