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Domestic Relations Financial Summit 2024

  • Training

  • 6 Hours
  • Massachusetts Continuing Legal Education, Inc. (MCLE)
  • ID: 5866235
Join for the third annual Domestic Relations Financial Summit to hear the esteemed panel discuss everything financial: from Cavanagh to cryptocurrency and non-fungible tokens, to pre- and post-nuptial agreements, pensions, and RSUs and stock options. 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

9:30am - 9:35am
Welcome and Introduction
Andrea E. Nelson, Esq.,
Burns & Levinson LLP, Boston

9:35am - 10:30am
Cryptocurrency and NFTs: Locating, Valuing, and Dividing
Jonathan E. Fields, Esq.,
Fields and Dennis LLP, Wellesley
Kelly A. Koch, Esq.,
Raipher, PC, Springfield
Jason R. Pierce, CPA, CMA, CFM, CVA,
JS Held LLC, Boston

10:30am - 11:25am
Domestic Relations Financial Summit 2024: Pre and Post nups
Alisa L. Hacker, Esq.,
Hacker Law Group LLC, Stoneham
Jared D. Spinelli, Esq.,
Rubin and Rudman LLP, Boston

11:25am - 11:40am
Networking and Refreshment Break

11:40am - 12:35pm
Pensions: Valuations, Division, and Language
Michael E. Foley,
PASA, Inc., Woburn
David M. Friedman, Esq.,
Rubin and Rudman LLP, Boston
William S. Young, Esq.,
WSY Law PLLC, Roslindale

12:35pm - 1:35pm
Lunch (on your own)

1:35pm - 2:30pm
Stock Units, Options, and Executive Compensation
Marc D. Bello, CPA/ABV, CVA, MAFF,
Willamette Management Associates, Boston
Alexander D. Jones, Esq.,
Brick, Jones, McBrien & Hickey LLP, Needham

2:30pm - 3:25pm
Cavanagh--A Year (Plus) Later
Marc D. Bello, CPA/ABV, CVA, MAFF,
Willamette Management Associates, Boston
Peter J. Jamieson, Esq.,
Hastings, Jamieson & Lipschutz Family Law Group LLP, North Andover
David H. Lee, Esq.,
Lee & Rivers LLP, Boston
Hon. Jennifer M. R. Ulwick,
Probate and Family Court, Commonwealth of Massachusetts, Salem

3:25pm - 3:35pm
Networking and Refreshment Break

3:35pm - 4:30pm
Domestic Relations Financial Summit 2024: Ask the Judges
Hon. Jennifer M. Allen,
Probate and Family Court,Commonwealth of Massachusetts, Lowell
Hon. Kevin R. Connelly,
Probate and Family Court, Commonwealth of Massachusetts, Canton
Hon. Frances M. Giordano,
Essex Probate and Family Court, Commonwealth of Massachusetts, Boston
Hon. Jennifer M. R. Ulwick,
Probate and Family Court, Commonwealth of Massachusetts, Salem
Special Program Materials:
Financial Aspects of Divorce in Massachusetts

Please Note
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Speaker

Chair

Andrea E. Nelson, Esq.,
Burns & Levinson LLP, Boston

Faculty

Hon. Jennifer M. Allen,
Probate and Family Court,Commonwealth of Massachusetts, Lowell

Marc D. Bello, CPA/ABV, CVA, MAFF,
Willamette Management Associates, Boston

Hon. Kevin R. Connelly,
Probate and Family Court, Commonwealth of Massachusetts, Canton

Jonathan E. Fields, Esq.,
Fields and Dennis LLP, Wellesley

Michael E. Foley,
PASA, Inc., Woburn

David M. Friedman, Esq.,
Rubin and Rudman LLP, Boston

Hon. Frances M. Giordano,
Essex Probate and Family Court, Commonwealth of Massachusetts, Boston

Alisa L. Hacker, Esq.,
Hacker Law Group LLC, Stoneham

Peter J. Jamieson, Esq.,
Hastings, Jamieson & Lipschutz Family Law Group LLP, North Andover

Alexander D. Jones, Esq.,
Brick, Jones, McBrien & Hickey LLP, Needham

Kelly A. Koch, Esq.,
Raipher, PC, Springfield

David H. Lee, Esq.,
Lee & Rivers LLP, Boston

Jason R. Pierce, CPA, CMA, CFM, CVA,
JS Held LLC, Boston

Jared D. Spinelli, Esq.,
Rubin and Rudman LLP, Boston

Hon. Jennifer M. R. Ulwick,
Probate and Family Court, Commonwealth of Massachusetts, Salem

William S. Young, Esq.,
WSY Law PLLC, Roslindale