What Constitutes a Substantial Change in Circumstances?

One of the most interesting issues we face regularly is whose house is it anyway? Couples often pool money, borrow money, and waste money for that beloved home which finances need to be traced, accounted for, argued, and resolved.

When older couples divorce, unique issues arrive. This program offers insights into those issues and how to advise your older or empty nest clients on common concerns in the context of divorce, such as double dipping and whether pension benefits in long term marriages are cash flow or an asset (or both).

In our complex financial world, as the scene from Jerry Maguire says, “show me the money,” we are constantly asked to find the hidden assets and trace the flow of cash. This also becomes important in closely-held businesses that are considered “cash businesses.” This program will review techniques for finding these items, how to shape your discovery requests effectively, and the impact on business valuations.