Family Law Property Settlements in Uncertain Times
Consider family law financial and property settlements from a new direction by taking into account a fast evolving world. This seminar will consider the impacts of COVID-19 on superannuation splitting, potential bankruptcy or insolvency of parties in the action and how it impacts approaches to business valuations. This important and comprehensive program gives you a practical and informative view of these issues, empowering you with the correct information to give the very best advice to your clients.
Description
Attend and earn 4 CPD units in Substantive Law
This program is applicable to practitioners from all States & Territories
Once seminars are completed, delegates from Western Australia may apply to The Law Society of Western Australia for family law specialist accreditation points. Each application is subject to approval by the Accreditation Committee on a case by case basis and approval is not guaranteed. Your request for points form and attached materials can be emailed to accreditation@lawsocietywa.asn.au
Chair: Marguerite Picard, Founding Partner, Melbourne Collaborative Alliance
9.00am to 10.00am: Family Law: Super Splitting in Uncertain Times
- Issues to consider during this uncertain market
- Dealing with the valuation of a SMSF
- The lessons from Burlow & Burlow (2019) FamCAFC3
- Splitting superannuation: will your client get what they expect?
- Foreseeable traps for practitioners and how to practically advise your clients
- Potential impacts of COVID-19
Presented by Tricia Peters, Managing Partner, Peters McKeown Financial Planners
10.00am to 11.30am: Bankruptcy in Family Law Proceedings
Presented by Barry Berger, Partner, Berger Kordos Lawyers; Accredited Family Law Specialist; Recommended Family & Divorce Lawyer, Doyle’s Guide 2019 and Jim Johnson, Barrister, Frederick Jordan Chambers
11.30am to 11.45am: Break
11.45am to 1.00pm: What Family Lawyers Need to Know about Business Valuations and COVID-19
Explore the effects of current events on business valuations and Family Law property settlements. Understand what are your client’s best options and strategies when dealing with existing and future business valuations in this changed market.
- How do you apply business valuation theory and practice to events like COVID-19?
- Do I need to get a past valuation updated for COVID-19? If so, should I wait?
- How do you value a business from a family law perspective?
- What information is needed to competently value a business?
- Do I need a business valuation or a share valuation? What is the difference?
- How can a solicitor know what a questionable business valuation looks like?
- What are the top 10 mistakes made by solicitors engaging a business valuer?
Presented by Trevor Monaghan (CAANZ Business Valuation Specialist), Managing Director, Climax Valuations and Forensics Pty Ltd
1.00pm to 1.15pm: Closing Remarks and Questions
Presenters
Marguerite Picard, Founding Partner, Melbourne Collaborative Alliance
Marguerite Picard is an Accredited Specialist Family Lawyer, Collaborative Practitioner, Mediator, Arbitrator, and former litigation lawyer. She is the co-, founder of Melbourne Collaborative Alliance, an interdisciplinary practice involving lawyers, psychologists and financial planners, established in 2009. Marguerite works exclusively in appropriate dispute resolution and agreement facilitation, primarily in collaborative practice.
Tricia Peters, Managing Partner, Peters McKeown Financial Planners
Tricia Peters MBA MPAcc is a Certified Financial Planner (CFP), Mediator, Academic, Author and Collaborative Financial Professional. She is a Director of MELCA, an alternative dispute resolution centre for families, and Director of PetersMcKeown Financial Planning.
Barry Berger, Partner, Berger Kordos Lawyers
Barry Berger is a Principal of Berger Kordos Lawyers which practices predominantly in the area of Family and Relationship law. An Accredited Family Law Specialist, he has practiced exclusively in the family and the Domestic Relationship jurisdiction for over 40 years.
Jim Johnson, Barrister, Frederick Jordan Chambers
Jim Johnson was admitted to the Bar in August 1991 having practised as a solicitor since 1975. He is currently also a casual lecturer at UTS in the insolvency elective. Jim has lectured extensively in relation to insolvency topics over the last 20 years including interrelationship and crossover between deceased Estates and bankruptcy and family law and bankruptcy.
Trevor Monaghan (CAANZ Business Valuation Specialist), Managing Director, Climax Valuations and Forensics Pty Ltd
Trevor Monaghan is an accredited CAANZ Business Valuation Specialist providing business valuation and forensic accounting expert reports to courts and businesses around Australia. He has written more than 600 business valuation and forensic accounting reports and has given written, in-person and phone evidence in various jurisdictions around Australia including the Family Court, Federal Circuit Court, NSW Supreme Court, WA Supreme Court, NSW District and Local Courts, Qld Land Court and VCAT.