Search

What is a Reasonable Rate of Return for Court Purposes?: or the Quest for the Holy Grail

Judges are frequently confronted with deciding expected and reasonable returns from an investment portfolio. Take a deep dive into the case law surrounding the application of rates of return to portfolio holdings and explore different approaches that have been used to develop and defend rates of return; the historical returns of markets; and studies that capture the historical returns of different investor groups. Also address the variables that have an impact on the returns expected and actually achieved by different investor groups and why knowledge of these is important to reaching a reasonable recommendation in marital dissolution matters. The recent Lugge case will also be discussed. What is the impact of an assumed 6.5% portfolio return on marital assets distributed to the wife in this matter? What are the stated versus implied assumptions embedded in this rate? How does this rate differ from the rate applied to the husband’s assets?
Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P9000-21E-10
$30.00 or 0.50 credits
decrease increase
Share

Faculty:

Carlton R. Marcyan, CPA, CFP,MBA, MCR (in progress), Schiller DuCanto & Fleck, LLP, Lake Forest

Brandi L. Ruffalo, MBA, CVA, CBA, Valuation & Forensic Partners, LLC, Schaumburg

Expires: 1/1/2023

Faculty:

Carlton R. Marcyan, CPA, CFP,MBA, MCR (in progress), Schiller DuCanto & Fleck, LLP, Lake Forest

Brandi L. Ruffalo, MBA, CVA, CBA, Valuation & Forensic Partners, LLC, Schaumburg

Expires: 1/1/2023

Products specifications
Program Date1/18/2021
Session from:Business Valuation, Financial & Tax Issues in Divorce 2021
Products specifications
Program Date1/18/2021
Session from:Business Valuation, Financial & Tax Issues in Divorce 2021
Customers who bought this item also bought

Understanding and Utilizing Financial Affidavits in Divorce Cases

P2000-20E-03-20220601115103
The financial affidavit can be the divorce lawyer’s greatest tool. Learn how to prepare the affidavit with the client and how to effectively disclose and discover income, assets, expenses and debts.
$30.00

Parenting Allocation Judgments & Dealing with Parenting Time

P2000-20E-04
Learn the nuts and bolts of drafting a comprehensive parenting allocation judgment, including common drafting pitfalls and how to avoid them. Sample parenting time and holiday schedules are provided, along with pointers on preparing your client for mediation.
$60.00

Guardians ad Litem and Gathering Information from Third Parties

H8076-20E
As part of investigations, a guardian ad litem relies on third parties. Learn about investigations, when and how to perform discovery, filing motions, the impact of HIPAA, Illinois Mental Health and Disabilities Code, Federal Confidentiality Act, and more.
$80.00
Filters
Sort
display