Please Join for our fourth annual Domestic Relations Financial Summit where our esteemed panel will discuss everything financial: from child support, college contribution and special needs financial planning for children, to trusts, business valuation methodology, and stock options and restricted stock units. 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.Insight into judicial thinking and financial planning for children with special needs
Course Content
9:30am - 9:35am - Welcome and IntroductionAndrea E. Nelson, Esq.,
Koiles Pratt, Salem
9:35am - 10:30am - Child Support and College Contribution for Children 18 years and older
Amanda Vanderhorst, Esq.,
Kates & Barlow, PC, Boston
David M. Friedman, Esq.,
Rubin and Rudman LLP, Boston
10:30am - 11:25am - Special Needs Financial Planning for Children in Divorce
Lisa M. Cukier, Esq.,
Rubin and Rudman LLP, Boston
Vanda Marie Khadem, Esq.,
Khadem Law Office, Dover
11:25am - 11:40am - Networking and Refreshment Break
11:40am - 12:35pm - Trusts and Divorce - How Beneficial Interests in Trusts are Treated Incident to a Divorce or When Calculating Support
Tiffany M. Bentley, Esq.,
Day Pitney LLP, Boston
Timothy D. Braughler, Esq.,
Mirick, O'Connell, DeMallie & Lougee LLP, Boston
12:35pm - 1:35pm - Lunch (on your own)
1:35pm - 2:30pm - Business Valuation Methodology - When a Business Valuation is Necessary, Methods of Valuation, and How to Approach Business Valuations at Trial
Marc D. Bello, CPA/ABV, CVA, MAFF,
Strive Partners LLC, Burlington
Michael P. Judge, Esq.,
Casner & Edwards LLP, Boston
2:30pm - 3:25pm - Stock Option and RSU Basics - What are They, When are They Taxed, When Treated as Income Versus Asset, Nuances, and How to Divide Incident to a Divorce
Robin Lynch Nardone, Esq.,
Bowditch & Dewey LLP, Worcester
Jason R. Pierce, CPA, CMA, CFM, CVA,
Paradigm Forensics, LLC, Owings Mills
3:25pm - 3:35pm - Networking and Refreshment Break
3:35pm - 4:30pm - "Ask the Judges" Q&A Session and Key Takeaways
Hon. Kevin R. Connelly,
Probate and Family Court, Commonwealth of Massachusetts, Canton
Hon. Frances M. Giordano,
Essex Probate and Family Court, Commonwealth of Massachusetts, Salem
Hon. Brian J. Dunn,
Suffolk Probate and Family Court, Commonwealth of Massachusetts, Boston
Hon. Jennifer M. Allen,
Probate and Family Court,Commonwealth of Massachusetts, Lowell
Hon. Thomas J. Barbar,
Probate and Family Court, Commonwealth of Massachusetts, Woburn
Speakers
ChairAndrea E. Nelson, Esq.,
Koiles Pratt, Salem
Faculty
Hon. Jennifer M. Allen,
Probate and Family Court,Commonwealth of Massachusetts, Lowell
Hon. Thomas J. Barbar,
Probate and Family Court, Commonwealth of Massachusetts, Woburn
Marc D. Bello, CPA/ABV, CVA, MAFF,
Strive Partners LLC, Burlington
Tiffany M. Bentley, Esq.,
Day Pitney LLP, Boston
Timothy D. Braughler, Esq.,
Mirick, O'Connell, DeMallie & Lougee LLP, Boston
Hon. Kevin R. Connelly,
Probate and Family Court, Commonwealth of Massachusetts, Canton
Lisa M. Cukier, Esq.,
Rubin and Rudman LLP, Boston
Hon. Brian J. Dunn,
Suffolk Probate and Family Court, Commonwealth of Massachusetts, Boston
David M. Friedman, Esq.,
Rubin and Rudman LLP, Boston
Hon. Frances M. Giordano,
Essex Probate and Family Court, Commonwealth of Massachusetts, Salem
Michael P. Judge, Esq.,
Casner & Edwards LLP, Boston
Vanda Marie Khadem, Esq.,
Khadem Law Office, Dover
Robin Lynch Nardone, Esq.,
Bowditch & Dewey LLP, Worcester
Jason R. Pierce, CPA, CMA, CFM, CVA,
Paradigm Forensics, LLC, Owings Mills
Amanda Vanderhorst, Esq.,
Kates & Barlow, PC, Boston
