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Domestic Relations Financial Summit 2023: Insight into Judicial Thinking and Discretion

  • Training

  • 6 Hours
  • Massachusetts Continuing Legal Education, Inc. (MCLE)
  • ID: 5835547
Join us for the 2nd annual Domestic Relations Financial Summit! Our esteemed panels discuss everything financial from child support to valuations post-COVID to cryptocurrency in divorces. 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.

Course Content

9:30 am - 9:35 am
  • Welcome and Introduction
  • Andrea E. Nelson, Esq., Burns & Levinson LLP, Boston
9:35 am - 10:30 am
  • New Child Support Guidelines - a Year (Plus) Later - Features, Implication, Best Practices, and the Interplay with Alimony and College Contribution
  • Peter J. Jamieson, Esq., Hastings, Jamieson & Lipschutz Family Law Group LLP, North Andover
  • Meghan Claire Thorp, Esq., Baskin Kershner & Thorp, LLC, Boston
  • Amanda Vanderhorst, Esq., Kates & Barlow, PC, Boston
10:30 am - 11:25 am
  • Domestic Relations Financial Summit 2023: Valuing Businesses Post-COVID - Considerations, Trends, and Issues
  • Marc D. Bello, CPA/ABV, CVA, MAFF, Edelstein & Company LLP, Boston
  • Michael P. Judge, Esq., Casner & Edwards LLP, Boston
  • Jason R. Pierce, CPA, CMA, CFM, CVA, JS Held, LLC, Boston
11:25 am - 11:40 am
  • Break
11:40 am - 12:35 pm
  • Domestic Relations Financial Summit 2023: Real Estate Valuations and Sales - Impact of Current Housing Market on Valuations and Sales, and What Can We Expect Going Forward
  • Morgan Fennell, The Appraisers Group, Belmont
  • Juliet Leydon, Juliet & Co. at Compass, Boston
  • Richard Novitch, Esq., Todd & Weld LLP, Boston
12:35 pm - 1:35 pm
  • Lunch (on your own)
1:35 pm - 2:30 pm
Domestic Relations Financial Summit 2023: Cryptocurrency and Divorce - What Is It, How to Locate It, and Once Found, What to Do With It - Both as an Asset and as an Income Stream
  • Andrea T. Dunbar, Esq., Burns & Levinson LLP, Boston
  • Jonathan E. Fields, Esq., Fields and Dennis LLP, Wellesley
  • Josh Duckett, Cipherblade LLC, Pittsburgh
2:30 pm - 2:45 pm
  • Break
2:45 pm - 3:35 pm
  • Trust Interests in Divorce - Types of Trusts and Beneficial Interests, Permissible Scope of Discovery, and When and How a Trust Interest Becomes an Asset Subject to Division in Divorce or Stream of Income for Purposes of Calculating Support
  • Robert J. O'Regan, Esq., Burns & Levinson LLP, Boston
  • Donna M. White, Esq., Rubin and Rudman LLP, Boston
3:35 pm - 4:30 pm
  • Domestic Relations Financial Summit 2023: Ask the Judges
  • Hon. Thomas J. Barbar, Probate and Family Court, Commonwealth of Massachusetts
  • Hon. Kevin R. Connelly, Probate and Family Court, Commonwealth of Massachusetts, Canton
  • Hon. Frances M. Giordano, Probate and Family Court, Commonwealth of Massachusetts, Boston
  • Hon. Jennifer M. R. Ulwick, Probate and Family Court, Commonwealth of Massachusetts, Salem
  • 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.

Speakers

Chair
  • Andrea E. Nelson, Esq., Burns & Levinson LLP, Boston
Faculty
  • Hon. Thomas J. Barbar, Probate and Family Court, Commonwealth of Massachusetts,
  • Marc D. Bello, CPA/ABV, CVA, MAFF, Edelstein & Company LLP, Boston
  • Hon. Kevin R. Connelly, Probate and Family Court, Commonwealth of Massachusetts, Canton
  • Josh Duckett, Cipherblade LLC, Pittsburgh
  • Andrea T. Dunbar, Esq., Burns & Levinson LLP, Boston
  • Morgan Fennell, The Appraisers Group, Belmont
  • Jonathan E. Fields, Esq., Fields and Dennis LLP, Wellesley
  • Hon. Frances M. Giordano, Probate and Family Court, Commonwealth of Massachusetts, Boston
  • Peter J. Jamieson, Esq., Hastings, Jamieson & Lipschutz Family Law Group LLP, North Andover
  • Michael P. Judge, Esq., Casner & Edwards LLP, Boston
  • Juliet Leydon, Juliet & Co. at Compass, Boston
  • Richard Novitch, Esq., Todd & Weld LLP, Boston
  • Robert J. O'Regan, Esq., Burns & Levinson LLP, Boston
  • Jason R. Pierce, CPA, CMA, CFM, CVA, JS Held, LLC, Boston
  • Richard Sanders, CipherBlade LLC, Pittsburgh
  • Meghan Claire Thorp, Esq., Baskin Kershner & Thorp, LLC, Boston
  • Hon. Jennifer M. R. Ulwick, Probate and Family Court, Commonwealth of Massachusetts, Salem
  • Amanda Vanderhorst, Esq., Kates & Barlow, PC, Boston
  • Donna M. White, Esq., Rubin and Rudman LLP, Boston