Family Law

Live Online

Complex Assets in Divorce

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Pending 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Pending 6 Total
North Carolina CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
Divorce Financial Analysts Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
Christopher Karlen
Louis Guzzo
Toniann Primiano
Tara Steinnerd
Cale Plamann
Donald Latzer
Brandon Tyson
Alan Funk
With Christopher Karlen from Growe Eisen Karlen Eilerts + 7 others

Thu, Nov 05, 00:00 AM – 00:00 PM

Product ID 102626

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Course Includes
$389

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Overview

The CLE That Changes How You Handle High-Asset Divorce

Your client just handed you a financial disclosure with seven figures in retirement accounts, a minority stake in a startup, unvested RSUs, and a cryptocurrency wallet. What do you do next? This intensive full-day program gives you the practical tools to identify, value, and divide assets you'll encounter in complex divorce, including the ones opposing counsel is hoping you'll miss. Your next high-asset case is already on its way. Be ready - register today!

  • Avoid critical QDRO mistakes that cost clients retirement assets.
  • Navigate valuation methodologies for businesses, startups, and illiquid equity interests.
  • Master executive compensation division: stock options, RSUs, deferred comp, and contingent bonuses.
  • See AI financial analysis tools demonstrated live.
  • Spot hidden assets and income using the same forensic techniques financial experts charge $400/hour for.
  • Anticipate tax issues that blindside attorneys in high-asset settlements.
  • Depose financial experts with precise questions that expose weak methodologies and skewed valuations.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. Retirement Asset Division: QDROs, IRAs, and Government Benefits
  2. Investment Assets, Cryptocurrency, and Collectibles
  3. Business Interests in Divorce
  4. Real Estate: Residential, Vacation, and Commercial Properties
  5. Executive Compensation and Employment Benefits
  6. AI-Powered Financial Analysis in Divorce (With Demonstrations)
  7. Tracing, Commingling, and Hidden Assets and Debt
  8. Tax Considerations in Complex Asset Division
  9. Deposing and Cross-Examining Financial Experts: Key Questions You Must Ask

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102626

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Pending 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Pending 6 Total
North Carolina CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
Divorce Financial Analysts Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE
Other

Agenda

All times are shown in

  1. Retirement Asset Division: QDROs, IRAs, and Government Benefits

    1. QDROs: Top Mistakes Lawyers Make
    2. IRAs: Division Strategies and Common Pitfalls
    3. Government and Military Pensions

  2. Investment Assets, Cryptocurrency, and Collectibles

    1. Investment Portfolios
    2. Cryptocurrency and Digital Assets
    3. Firearms, Art, Jewelry, and Other Collectibles/Unique Assets

  3. Business Interests in Divorce

    1. Marital vs. Separate Business Interests
    2. Startup Equity and Deferred Liquidity Events
    3. Business Debt and Personal Guarantees
    4. Valuation Methodologies
    5. Working With Business Valuation Experts
    6. Online Income Streams and Influencer Revenue
    7. Structuring Buyouts and Offsets

  4. Real Estate: Residential, Vacation, and Commercial Properties

    1. Valuation Approaches
    2. Mortgage and Equity Issues
    3. Vacation and Timeshare Complications
    4. Commercial Property and Passive Income

  5. Executive Compensation and Employment Benefits

    1. Stock Options and Restricted Stock Units
    2. Deferred Compensation Plans
    3. Bonuses and Incentive Compensation

  6. AI-Powered Financial Analysis in Divorce (With Demonstrations)

    1. AI-Assisted Document Review
    2. Detecting Anomalies in Financial Records and Tax Returns
    3. AI-Generated Valuations and Their Limitations

  7. Tracing, Commingling, and Hidden Assets and Debt

    1. Tracing Methodologies
    2. Commingling Issues
    3. Transmutation Claims
    4. Identifying Hidden Assets, Income, and Debt
    5. Lifestyle Analysis
    6. Offshore Accounts
    7. Trust Interests and Beneficial Ownership
    8. Dissipation and Fraudulent Transfers

  8. Tax Considerations in Complex Asset Division

    1. Tax Implications of Property Division
    2. Real Estate Tax Issues
    3. Business Tax Issues
    4. Retirement and Pension Tax Concerns
    5. Alimony and Support Tax Considerations
    6. Joint Liability and Innocent Spouse Exposure
    7. Structuring Tax-Efficient Settlements

  9. Deposing and Cross-Examining Financial Experts: Key Questions You Must Ask

    1. Forensic Accountants
    2. Business Valuators
    3. Real Estate Appraisers
    4. Vocational Experts

Who Should Attend

This program is designed for attorneys. Accountants, divorce financial planners/analysts, tax professionals, and paralegals may also benefit.

Speakers

Christopher Karlen
Christopher
Karlen
Growe Eisen Karlen Eilerts
Louis G Guzzo
Louis G.
Guzzo
Law Office of Louis G. Guzzo
Toniann Primiano
Toniann
Primiano
Plumides, Romano & Johnson, PC
Tara Steinnerd
Tara
Steinnerd
Steinnerd Law PLLC
Cale Plamann
Cale
Plamann
Capital Law Group, S.C.
Donald H Latzer
Donald H.
Latzer
Law Offices of Latzer & Fleming
Brandon Tyson
Brandon
Tyson
Tyson Law Firm, LLC
Alan S Funk
Alan S.
Funk
Wechsler Becker, LLP
Speaker bio
Christopher Karlen

Christopher Karlen

Growe Eisen Karlen Eilerts
Christopher Karlen

is a partner in the St. Louis law firm of Growe Eisen Karlen Eilerts, where his areas of practice include an emphasis on family law, including dissolutions of marriage, legal separations, adoptions, and prenuptial and postnuptial agreements. Mr. Karlen is admitted to practice in Missouri. He is a member of St. Louis County Bar Association and The Missouri Bar. Mr. Karlen earned his B.A. degree, with honors, from the University of Cincinnati and his J.D. degree from Washington University. He frequently lectures in the area of family law.

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Speaker bio
Louis G Guzzo

Louis G. Guzzo

Law Office of Louis G. Guzzo
Louis Guzzo

is a sole practitioner in the Law Office of Louis G. Guzzo, where he concentrates his practice in all issues relating to family law, including divorce, custody, child support, adoption, and domestic violence matters. He serves as an early settlement panelist for Burlington and Camden counties; and is a member of the Camden County (member, Family Law Committee); New Jersey State and American bar associations. Mr. Guzzo is also a former member of the Thomas S. Forkin Inns of Court. He earned his B.S. degree from John Jay College of Criminal Justice and his J.D. degree from Rutgers University School of Law.

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Speaker bio
Toniann Primiano

Toniann Primiano

Plumides, Romano & Johnson, PC
Toniann Primiano

is a partner in the law firm of Plumides, Romano & Johnson, PC in Charlotte. She practices in the areas of divorce, equitable distribution, alimony, child custody, child support, domestic violence, and criminal matters. Ms. Primiano earned her B.A. degree from Regis University, Denver, Colorado; and her J.D. and L.L.M degrees from the University of New Hampshire School of Law. She is admitted in both North Carolina and Massachusetts. Ms. Primiano is a member of the Mecklenburg County Bar.

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Speaker bio
Tara Steinnerd

Tara Steinnerd

Steinnerd Law PLLC
Tara Steinnerd

is the owner of Steinnerd Law PLLC, where she practice family law. She is licensed to practice in Virginia, Maryland and the District of Columbia. Ms. Steinnerd is a member of the National LGBT Bar Association, Virginia State Bar, Fairfax Bar Association (Family Law Section), Maryland State Bar Association, District of Columbia Bar Association, Bar Association of Montgomery County, Prince George's County Bar Association, Virginia Trial Lawyers Association and Virginia Women's Attorney Association. She earned her B.S. degree from Texas A&M University and her J.D. degree from Catholic University in Washington, D.C.

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Speaker bio
Cale Plamann

Cale Plamann

Capital Law Group, S.C.
Cale Plamann

is a shareholder at Capital Law Group, S.C., a general practice firm in Madison, Wisconsin. He has been in practice since 2012, spending more than half of his time on family law and guardian ad litem work.

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Speaker bio
Donald H Latzer

Donald H. Latzer

Law Offices of Latzer & Fleming
Donald Latzer

is a partner in the Law Offices of Latzer & Fleming in Citrus Heights, California. He focuses his practice on all aspects of family law, including guardianships and adoptions. Mr. Latzer is a certified legal specialist in family law by the State Bar of California. He is licensed to practice in California, as well as Iowa (inactive). Mr. Latzer earned his B.A. degree from California State University, Northridge and his J.D. degree from the University of LaVerne.

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Speaker bio
Brandon Tyson

Brandon Tyson

Tyson Law Firm, LLC
Brandon Tyson

is a sole practitioner with the Tyson Law Firm, LLC. He practices primarily in the areas of family law, collaborative family law, probate, guardianships, estate planning, and appeals. Mr. Tyson regularly assists other family law practitioners with the preparations of QDRO's, military retired pay division orders and other appropriate court orders to divide individual retirement accounts, municipal retirement plans, government pensions and retirement accounts. He earned his undergraduate degree, summa cum laude, from the University of Central Florida and his J.D. degree, with honors, from the Fredric G. Levin School of Law at the University of Florida in Gainesville. Mr. Tyson is a licensed CPA and passed all four parts of the CPA exam on the first try. He is a member of The Florida Bar and has successfully represented clients in the District Court of Appeals for the state of Florida.

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Speaker bio
Alan S Funk

Alan S. Funk

Wechsler Becker, LLP
Alan Funk

is a partner with Wechsler Becker, LLP in Seattle, a ten attorney firm exclusively practicing family law. He has been practicing family law since 1992, and has acted as a Title 26 guardian ad litem and a volunteer court appointed special advocate. Mr. Funk's presentations include: "Working with Pro Se Litigants as Opposing Party," at the WSTLA Family Law & Criminal Law CLE (11/30/06); "Evaluating the Evaluator; Preparation for and Deposition of the Parenting Evaluator," at KCBA Family Law Section Hot Topics CLE (10/5/07); "Advanced Family Law Practice for Paralegals;" "Drafting Child Support Orders and Worksheets," (8/14/08); "Financial Settlement Strategies for Your Divorce Clients;" "Getting A Divorce Case Off to the Right Foot," (12/11/08); "Legal Strategies for Coping with Parents Who Alienate," (2010); "Parenting Disputes from A to Z: In the Best Interests of the Child;" "Ethical Considerations," (3/3/2010); "Effective Use of Parenting Evaluations in Divorce," (2011); "Discovery of Electronic Records, How to Discover, Produce and Review Electronic Data;" and, "Tools and Tips for Dealing with New Technologies," (2009). He earned his B.A. degree from the University of Washington and his J.D. degree from Willamette's College of Law. Mr. Funk is a member of the Washington State Bar Association and the State Bar of California. His volunteer work includes Eastside Legal Clinic, an arbitrator on King County Mandatory Arbitration Panel, King County Superior Court Settlement Conference Master, an instructor for a King County "How to Finish Your Divorce" class, and a member of the King County Bar Association Courts and Judiciary Committee, and the Judicial Evaluations Committee. Mr. Funk is past secretary and then member of the King County Bar Association's Board of Trustees, past secretary of the King County Bar Association Family Law Section, past vice-chair of King County Bar Association Family Law Section, and past chairman of King County Bar Association Family Law Section.

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