Strong emotion often colors the financial decisions of divorcing spouses and threatens critical mistakes. What can you do to help your clients make wiser choices? Let our experienced practitioners show you how to help your clients avoid some of the most common - and potentially disastrous - financial errors in a divorce. Don't miss this opportunity to build the skills to provide much needed expert financial direction in divorce. Order today!

1. Failure to Understand Asset Types
2. Failure to Understand Tax Consequences of Assets
3. Failure to Prepare for the Premature Death of a Spouse and Related Contingency Situations
4. Failure to Properly Manage Personal Affairs after a Divorce
5. Ethical Considerations
6. Failure to Secure Adequate Legal Assistance in Handling Qualified Domestic Relations Orders

Continuing Education Credits:   

* denotes specialty credits

1. FAILURE TO UNDERSTAND ASSET TYPES
   9:00 - 10:00, Maria R. Garcia Geer
   1. Assets Acquired before the Marriage
   2. Marital vs. Non-Marital Assets
   3. Real Estate vs. Investment Assets
   4. Property, Businesses and Vehicles
   5. Valuation Issues
2. FAILURE TO UNDERSTAND TAX CONSEQUENCES OF ASSETS
   10:15 - 11:15, Samuel L. Baca
   1. Tax Basis of Assets
   2. Tax-Free Asset Transfers
   3. Taxable Options on Division of Retirement Plan
   4. Premature Distributions
   5. Maintenance Liabilities
3. FAILURE TO PREPARE FOR THE PREMATURE DEATH OF A SPOUSE AND RELATED CONTINGENCY SITUATIONS
   11:15 - 12:15, Sanford H. Siegel
   1. Marital Settlement Agreements
   2. Maintenance
   3. Social Security
   4. Health Insurance
4. FAILURE TO PROPERLY MANAGE PERSONAL AFFAIRS AFTER A DIVORCE
   1:15 - 2:15, Sanford H. Siegel
   1. Custody Arrangements
   2. Review of Estate Plans and Named Beneficiaries
   3. Inheritances and Other Non-Marital Property
   4. Using Qualified Financial Advisors
5. ETHICAL CONSIDERATIONS
   2:30 - 3:30, Maria R. Garcia Geer
   1. Rules of Professional Conduct
   2. Conflicts of Interest
   3. Attorney Fees
   4. Confidentiality and Disclosure Issues
6. FAILURE TO SECURE ADEQUATE LEGAL ASSISTANCE IN HANDLING QUALIFIED DOMESTIC RELATIONS ORDERS
   3:30 - 4:30, Maria R. Garcia Geer and Samuel L. Baca
   1. Cost of Living Adjustments
   2. Supplemental Benefits
   3. Lump Sum Distribution Options
   4. Using the Marriage Coverture Formula
   5. Pension Accrual
   6. Asset Forfeitures

SAMUEL L. BACA is president of the firm of Baca & Redwine, PC, Certified Public Accountants. A graduate of the University of New Mexico School of Business, he has practiced public accounting in Albuquerque, New Mexico. Mr. Baca is a member of the American Institute of Certified Public Accountants, the New Mexico State Society of Certified Public Accountants, the New Mexico Estate Planning Council and the New Mexico Collaborative Divorce Group. He is accredited in business valuation by the American Institute of Certified Public Accountants as well as by the National Association of Certified Valuation Analysts. Mr. Baca has previously lectured on various topics including taxation related to divorce, theory of business valuation, CPAs in litigation support, court appointed witnesses and settlement facilitation. In addition to his expertise in litigation matters, he has more than 30 years of experience as a Certified Public Accountant with experience in income tax planning, including personal, business and transaction structure; financial statement reporting; tax return review preparation including individual, corporate and trust returns; resolved financial accounting and reporting issues and has assisted in various audit and review engagements.

MARIA R. GARCIA GEER is a shareholder with the Albuquerque law firm of Geer Wissel & Levy, P.A., practicing in general civil law, including family law. She is a former co-editor of the Family Law Newsletter and also is a frequent lecturer on family law and related issues. Ms. Garcia Geer earned her B.A. degree, magna cum laude, and her M.A. degree from the University of New Mexico, and her J.D. degree, magna cum laude, from the University of New Mexico School of Law. She is a member of the State Bar of New Mexico, the Albuquerque Bar Association and the Board of New Mexico Legal Aid.

SANFORD H. SIEGEL is a sole practitioner in Albuquerque, where his primary area of practice is family law. Mr. Siegel is listed in the Best Lawyers in America, 2003 - 2004 and 2004 - 2005. He has taught seminars on trial preparation settlement, ethics, custody, support, property division and domestic violence. Mr. Siegel is a board recognized specialist in the area of family law with the State Bar of New Mexico. He earned his B.A. degree from Cornell University, his M.A. degree from the New School for Social Research and his J.D. degree from Fordham University School of Law in New York City. Mr. Siegel is a member of the State Bar of New Mexico and the Albuquerque Bar Association.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

Email: credit@nbi-sems.com