Selecting a Return Rate - Investment Theory and Rate of Return Considerations in Divorce Proceedings

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A knowledge of Rate of Return theory and application is important when you have issues to: 1. Impute income to investment assets to determine support; 2. Apply a discount rate for lump-sum buy outs of spousal support or assets; 3. Determine amount of life insurance as secutity for support; 4. Determine whether a party can maintain Marital Standard of Living from their assets. The program provides a general overview of investment concepts, the factors considered and case authority. With this understanding follows the different approaches for determining rates of return. Visual charts and examples of the different methods are provided to supplement the written materials. The pros and cons of the concepts and approaches are shown is various case studies. Invest an hour to enhance your ability to negotiate your case or examine the experts.

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Presented ON

April 24, 2018

Presenter

Seth L. Kaplan, CFP, CDFA, CPWA, MAFF

*MCLE Credits

0

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