Finance for Family Law and Fiduciary Litigation Attorneys

Event Start:
05/08/2024 4:00 PM
Event End:
05/08/2024 6:00 PM

Date & Time: Wednesday, May 8, 2024 from 4:00 p.m. – 6:00 p.m. ET
Webinar Fee: $65

This Program is Online Only


Marc Bello, Managing Director, Willamette Management Associates
Janice Berner, CPA, MBA, CDFA, CLTC, Financial Advisor, Baystate Financial

Lisa Cukier, Esq., Chair, Fiduciary Litigation, Co-Chair, Private Client, Burns Levinson (moderator)

Andrea Nelson, Esq., Partner, Divorce and Family, Burns Levinson

Nora Yousif, CFP®, CDFA®, MBA, Financial Advisor - Senior Vice President

Empower House Financial Group at RBC Wealth Management

Join us for an exclusive first-of-its-kind program on Finance for Family Law and Fiduciary Litigation Attorneys. Attendees will gain crucial insights to navigate complex financial landscapes in family law and fiduciary litigation. This program will demystify key financial intricacies relevant to:

  • Divorce and custody cases
  • Asset valuation including business valuation
  • Conservatorship and trusts
  • Estate administration matters
  • Trust and estate litigation
  • Elder financial exploitation and undue influence cases
  • Forensics of finding missing money

Key Topics and Learning Objectives:

  • Understanding financial documents
  • Valuation techniques in divorce cases
  • Trusts and estate asset and marital asset valuation essentials
  • Forensics and finding missing money in family law and fiduciary litigation matters
  • How Social Security benefits work for divorcees and how benefits can be equalized
  • How college financial aid rules relevant to a divorce are changing this fall
  • When and how is best to sell a home for tax purposes during a divorce and qualifying for a mortgage
  • Assessing if the soon-to-be divorcee will be okay financially. (Ex: Determining how much alimony and/or earned income needs to be saved, if the marital home should be kept, etc.)

Who Should Attend:

  • Family law and divorce law attorneys
  • Trust and estate attorneys
  • Fiduciary litigation attorneys

Benefits of Attendance:

  • Enhance financial literacy
  • Strengthen legal strategies
  • Learn from industry experts

Don't miss this opportunity to elevate your financial acumen in the legal realm. Join us for an informative session that empowers your practice!



Online registration is encouraged. For assistance, questions on group discounts, accommodations requests, special billing, program content, out-of-state CLE credits, and general contact CLE Coordinator, Michael Saporito by email at Registrations accepted in order of receipt. Registration fees are non-refundable. Most Social Law Library CLE events are recorded and recordings are sent to all who are registered. The recording is available by digital download, generally within a week after the program date. CLE credit, when applicable, is only granted when the live webinar is attended. 

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