CLE Courses

Feb 27th 2020
Paul Nathan, Esq., provides a detailed overview of sanction motions under CCP 128.5 and 128.7. He explains the differences between the code sections and provides examples in which each section is applicable. He presents the pros and cons of using CCP sanction requests versus requests under the Family Code. Paul, who is based in Tiburon, has an extensive background in civil litigation but also has a niche practice in that he represents women in family law matters related to financial and discovery issues.

Feb 11th 2020
Mr. Stegner and Ms. McFarlin discuss various types of equity and real property apportionment between community and separate property. They analyze the documents needed to make such calculations as well as the methods used to make such apportionment (Hug / Nelson / Sequential) as well as Moore /Marsden and Branco calculations. Jeff Stegner CPA-ABV has over 30 years' experience in accounting, the last 20+ focused on forensic accounting and business valuation.  He has been qualified as an expert in all SF Bay Area counties and been retained in well over 1,000 cases. Ms. Natalie McFarlin CPA-ABV has over 10 years' experience in forensic accounting and business valuation and has also been qualified as an expert in most Bay Area courts.

Jan 22nd 2020
Discussion of recent domestic violence cases.  After a brief discussion of appeals in family law cases, Attorney Vasan discusses recent restraining order cases: Lugo v. Corona, Molinaro v. Molinaro, N.T. v. H.T., Herriott v. Herriott, Marriage of Ankola, and Tanguilig v. Valdez. The presentation then turns to custody and visitation and the following cases:  In re C. M., Marriage of C.T. and R.B., Marriage of McKean, Darab N. v. Olivera, and Marriage of Anka v. Yeager. Finally, Attorney Vasan discusses recent criminal cases involving domestic violence:  U.S. v. Lopez, People v. Sexton, People v. Brackins, and People v. Caceras. The materials include the PowerPoint handouts.

Dec 2nd 2019
This presentation covers what you need to know about mortgages in the divorce settlement process such as leveraging the mortgage as a settlement tool, key lender guidelines and creative workarounds, MSA verbiage, and case studies. This presentation also addresses key mortgage considerations during divorce, characteristics of divorce specific lender guidelines, and loan approval strategies to help your clients obtain financing and provides guidance on topics such as: identifying the 3 primary loan buckets and key distinctions; implications of recent tax reform; how support structuring impacts loan qualification and the 'qualified borrower'; case studies highlighting strategies for navigating lender requirements and utilizing the mortgage as a settlement tool; and Marital Settlement Agreement language to ensure successful financing. Ross Garcia, CDLP, and Jason Crowley, CFA, CFP, CDFA.

Nov 18th 2019
Invest two hours to learn from the masters in an interesting, entertaining and thoughtful review regarding support litigation. The speakers discuss the top 10 vexing support issues, including (1) Post-Judgment Modification of Support "Hurdles On the Horizon"

Nov 6th 2019
This presentation addresses specific issues and approaches for the use of a Parenting Plan Coordinator (PPC) in cases of high conflict custody and parenting. The use and concept for a Parenting Coordinator or a Special Master varies county by county throughout the State. This presentation addresses the application of a "referee" to cases with a single problem or multiple problems. Each case must consider the grounds for appointment; authority of the PPC (Parenting Plan Coordinator) to make decisions and orders; Court orders from recommendations: specific procedures; and fees. The views of a family law attorney and then Commissioner contrasted with an experienced psychologist give balance to the potential uses for a PPC. The materials contain examples of extensive Stipulations and Orders from 3 Northern California counties. Spend one hour and get a refreshed view of another tool for your toolbox.

Oct 23rd 2019
Prepare for the appeal when you prepare your case for trial. Our presenters overlay the procedural timelines with the various forms of relief available as your case progresses from stipulations before trial through prejudgment motions, motions during trial, motions after judgment is entered, and available relief until filing of the Notice of Appeal. Our panel are experts in this process. Steve Temko is dual certified in Family Law and Appeals. There are more than 19 Motions and Requests fully presented in the materials with this program -- a Handbook of 37 possible motions in 100 pages by Steve Temko and also the slides of the presentation also found in the video. You will not find this concise wealth of information on alternatives to an Appeal in any other place.

Oct 9th 2019
In most family law cases involving corporate securities, such as stock options and RSUs, the basic facts and the application of the Hugg-Nelson formula often seems like enough. A recovering corporate lawyer-turned family lawyer and an experienced family lawyer share
In most family law cases involving corporate securities, such as stock options and RSUs, the basic facts and the application of the Hugg-Nelson formula often seems like enough. A recovering corporate lawyer-turned family lawyer and an experienced family lawyer share their experiences in addressing some of these often-overlooked complexities and explain how failing to identify and address these complexities can have enormous financial implications for your clients. Topics include: (1) strategies for overcoming corporate confidentiality restrictions; (2) information and documents you really need (and how to actually get them); (3) the need for post-judgment monitoring to protect your client's interests; (4) reasons you really should care about 10b5-1 plans (after first understanding what they are); and (5) why forensic accountants aren't the answer.

Oct 6th 2019
2019 Speakers Series Learn from the Masters: Custody & Support Litigation Part Two: Temporary Support " A Whole New World with Commissioner Richard G. Vogl (Ret.), Steven G. Hittelman, CFLS, Glenn R. Mehner, CPA, CFF, and Art Grater, PE, Steve Bonds, CPA, MBT, and Carlos Kaiser, CPA, MBT. Discussion of best use of forensic accounting experts for family law attorneys, review of important family law accounting issues and tips for their use as well as an analysis of the Tax Cuts and Jobs Act (TCJA), its impact and calculations.  Great materials as well.
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