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Half Day Pre-Conference Institute (September 11th) $75 members; $100 nonmembers All Day Conference (September 12th) $225 members; $275 nonmembers $20 additional at door Special Offer for New Members Only: Submitting (mailing in) an ADFP Application Form and membership check prior to August 28, 2008 entitles you to membership for both 2009 and the balance of 2008. A limited number of discounted rooms (costs can be found on registration form) at the New York Hilton (across the street from the conference) are available on a first come, first served basis. If interested, please contact Pam Humbert at ADFP@optonline.net. Pam Humbert, ADFP Administrative Assistant, 514 Fourth Street, East Northport, NY 11731. ADFP@optonline.net. These workshops will, through sample case studies and illustrative examples, provide practitioners with practical tools for identifying, analyzing, clarifying and resolving critical financial and tax issues in divorce, helping them and the attorneys or mediators and the divorcing parties they represent make smart, practical and informed decisions. This workshop addresses such topics as financial and tax projections; combining income, budgeting, real estate, child support, taxes, and alimony to achieve an overall result that recognizes the financial resources and responsibilities of both parties; tools and techniques that enable the parties to reach agreement with respect to division of property; and practical techniques for efficiently reaching an outcome that is fair, workable and acceptable to both parties. This workshop, a continuation of Workshop I, addresses topics such as determining which filing status is best, whether the parties should file jointly or separately, whether they should divorce this year or next, who should claim the exemptions; complex real estate issues associated with the marital residence and investment properties, including refinancing, and tools and techniques that enable the parties to reach agreement regarding the division of property, including separate property and discretionary expenses. How to market the value of divorce analysis to the individual who is going through a divorce; how to create and manage a public image; how to create and use branded reports in the courts; how the attorney-planner relationship can work in a way that brings value both to attorneys and clients. How to help your clients avoid potential divorce tax disasters including, among many others, ensuring that often obscure assignment of income problems are recognized and that alimony intended to be tax deductible really is. How to take advantage of tax saving devices including, to mention a few, how to make child support, attorney’s fees and financial planner’s fees tax deductible and how to take advantage of a more favorable tax filing status. Tips and guidelines on zero-cost PR initiatives that advisors can implement on their own and address issues such as recognizing that beyond getting an interview, preparing for it is the most imperative task; getting familiar with publication and understanding editors’ beat; using the media as a conduit between advisors and their target audiences; how to build media relationships and expert source reputation; how to effectively pitch story ideas to the media; how to prepare for the spotlight and articulate the nature and content of information; handling media inquiries; leveraging the New Media. 2005 Bankruptcy Law amendments’ effects on domestic support obligations. The Bankruptcy Abuse and Consumer Protection Act of 2005 (BACPA) may be renowned for its impact on consumer credit card debt, but it provides many significant changes for the treatment and administration of domestic support obligations. Divorcing clients are by definition going through a difficult time. However there are some clients who we experience as being difficult beyond that. This workshop will teach you how to identify which clients you experience as difficult and to develop techniques to work more effectively with these clients This session covers personal vs. enterprise goodwill and the impact of a requested maintenance award. Maintenance and child support interactions. Perquisites. Timing of perquisite awards and the characterization of awards as “income” vs. “distributable assets.” Does the characterization of an award as “income” or an “asset” change if granted before marriage (but earned and vested after the date of marriage), at the beginning of the marriage or at the date of separation or complaint make a difference? Impact of property payments paid over time and their effects on support and maintenance. College payments and their effects on support and maintenance. Payments beyond child support; extracurricular activities, private school, medical, dental, etc. and their effects on other payments. This presentation will discuss what your clients should do to ensure they are covered during and after divorce. Learn who has the right to the insurance policy; how to advise your clients on whether they should be listed under the existing homeowners policy after; at what point they will no longer be covered for liability under the existing or pre-existing insurance policy; how to manage COBRA when they were previously insured under their spouse and when to change the beneficiaries on a life insurance policy. Retirement Factors: eligibility. divorced spousal benefits, termination events, entitlement factors, proofs required, dependents.. Disability Factors: who is eligible, terminating events, divorce is not an issue. Survivors Benefits: eligibility, terminating events, proofs required. SSI Eligibility Factors: terminating events. Children with special needs present difficult issues during a divorce. Learn how to assist your client in negotiating child support, medical coverage, services and planning for the child’s future needs. The session will cover a discussion of the use of special needs trusts and a parent’s obligation of support, determining which parent should cover the disabled child’s medical coverage and more. If you have to testify in court as an Expert Witness, you can either help win the case, or you can destroy your client’s case! Learn how to be qualified as an Expert Witness. Learn the basic differences between Direct and Cross examination. Learn how to answer questions asked of you on the stand. This seminar is designed to teach both inexperienced and experienced practitioners how to successfully navigate §1031. The 1031 Exchange concept could be a valuable strategy for any investor or advisor when considering the disposition of real estate that was either held as part of a trade or business or for investment purposes. Under IRC §1031, a taxpayer can defer the capital gain taxes and the depreciation recapture taxes that would be due upon the sale of a property as long as they follow the guidelines of the code section and reinvest the proceeds into a qualified replacement property(s) within the imposed deadlines. Attendees will learn how to best structure real estate deals to maximize §1031’s benefits and to avoid its pitfalls. Attendees will also discover the wide range of replacement property options available in today’s market. Each attorney and CPA in attendance will be provided with additional continuing education credits through self study courses. Attorneys will receive 2.5 elective credits, and CPAs will receive 2 elective credits. Location: TBA; Intentions are to do a "summer social" Time: 6:00pm - 8:00pm Location: New Haven Lawn Club Topic: Business Valuations Time: 8:00am - 10:00am Location: Nassau Bar Contact: CarraraM@optonline.net or call 516.443.3204 Maria Carrara, LI Chapter Director for details Time: 8:00am - 10:00am Location: SCBA Contact: CarraraM@optonline.net or call 516.443.3204 Maria Carrara, LI Chapter Director for details Location: TBA; Intentions are to do a holiday social. |
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| The ADFP does not endorse, support or recommend specific members. It is your responsibility to carefully research, interview and identify competent and trustworthy professionals before you hire one. All ADFP members are independent practitioners and most are certified, licensed and/or approved by a recognized Board, Agency or State Licensing Authority. This information is provided to the ADFP by each member annually and the ADFP does not validate member credentials. You should verify such credentials with the appropriate granting authorities, including but not limited to public, private, and state licensing boards. As independent practitioners, each member maintains his/her own fee schedule, business practice, location, and credentials. Practitioners listed on this website are current, paid-in-full ADFP members, in good standing. If a divorce practitioner is not listed on this website, please contact the ADFP directly to confirm his/her membership in the ADFP at 1-800-270-1886 or by contacting the president directly. |
| Because of the possible unanticipated changes in governing statutes and case law relating to the application of the information contained on this website, the authors and creators and any and all persons or entities involved in any way in preparation of the website disclaim all responsibility for the legal effects or consequences of the interpretation of the information provided. Individuals intending to use divorceandfinance.com as an information resource should seek advice from family law professionals and experts. This website was not created and made available with the intention that it be used to procure aid in any legal matters in any jurisdiction. |
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