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Intersection Between Transactional Lawyering & Family Law (Recorded)

  • Training

  • 2 Hours
  • April 1, 2025
  • Massachusetts Continuing Legal Education, Inc. (MCLE)
  • ID: 6067723

How to collaborate with your experts

Often divorce lawyers are confronted with complex tax, real estate, business, and IP issues. This program addresses collaboration with transactional lawyers; when to engage such lawyers to assist in matters outside of a family lawyer’s comfort zone; when and whom to engage with respect to complex corporate issues; understanding common incentive equity interests for startups and technology companies (including restricted stock and stock options); and understanding and valuing certain assets, including business entities and intellectual property such as patents, trademarks, and royalties.

Although only a small percentage of divorce cases are tried to conclusion, successful domestic relations practitioners must be prepared to try cases or successfully negotiate a settlement and often require transactional expertise outside of their own expertise as divorce lawyers. This program helps you improve your techniques by giving you the unique opportunity to observe transactional lawyers specializing in corporate law, intellectual property, and commercial real estate, as well as professions in the area of complex tax issues related to these assets.

The expert faculty present and analyze case scenarios with a judge. They discuss techniques and strategy considerations in assessing discovery, determining value of corporate interests, intellectual property, and commercial real estate, and discuss drafting of documents often outside the expertise of law practices specializing in divorce.

Course Content

9:30am - 9:35am - Welcome and Introduction

Nancy A. Freed, Esq.,
Prince Lobel Tye LLP, Boston

Claire K. Forkner, Esq.,
Lee & Rivers, LLP, Boston

9:35am - 10:05am - Restricted Stock and Stock Opions

John H. Chu, Esq.,
Prince Lobel Tye LLP, Boston

Max Riffin, Esq.,
Prince Lobel Tye LLP, Boston

10:05am - 10:35am - Real Estate: Ltd Partnership, LLC Interest Valued

Ann M. Sobolewski, Esq.,
Prince Lobel Tye LLP, Boston

10:35am - 11:05am - How to Understand and Value IP and Patents, Trademarks and Royalties, and Startups

Matthew Vella, Esq.,
Prince Lobel Tye LLP, Boston

11:05am - 11:20am - Break

11:20am - 11:50am - What Discovery and Documents are Appropriate to Request

Claire K. Forkner, Esq.,
Lee & Rivers, LLP, Boston

Nancy A. Freed, Esq.,
Prince Lobel Tye LLP, Boston

11:50am - 12:20pm - How to Assist Drafting Interrogatories and Depositions
Claire K. Forkner, Esq.,
Lee & Rivers, LLP, Boston

Nancy A. Freed, Esq.,
Prince Lobel Tye LLP, Boston

12:20pm - 12:30pm - "Ask the Experts" Q&A Session and Key Takeaways
Nancy A. Freed, Esq.,
Prince Lobel Tye LLP, Boston

Claire K. Forkner, Esq.,
Lee & Rivers, LLP, Boston

Hon. Christine D. Anthony,
Probate and Family Court, Commonwealth of Massachusetts, Lowell

John H. Chu, Esq.,
Prince Lobel Tye LLP, Boston

Max Riffin, Esq.,
Prince Lobel Tye LLP, Boston

Ann M. Sobolewski, Esq.,
Prince Lobel Tye LLP, Boston

Robert Stankus, CPA, CVA,
CBIZ Tofias, Boston

Matthew Vella, Esq.,
Prince Lobel Tye LLP, Boston

Speakers

Cochairs

Claire K. Forkner, Esq.,
Lee & Rivers, LLP, Boston

Nancy A. Freed, Esq.,
Prince Lobel Tye LLP, Boston

Faculty

Hon. Christine D. Anthony,
Probate and Family Court, Commonwealth of Massachusetts, Lowell

John H. Chu, Esq.,
Prince Lobel Tye LLP, Boston

Max Riffin, Esq.,
Prince Lobel Tye LLP, Boston

Ann M. Sobolewski, Esq.,
Prince Lobel Tye LLP, Boston

Robert Stankus, CPA, CVA,
CBIZ Tofias, Boston

Matthew Vella, Esq.,
Prince Lobel Tye LLP, Boston