Schedule-at-a-Glance: Advanced Course
*Please note all times are in Central Time. Schedule is subject to change.
This program is designed for Associates with more than five years of family law experience. Learn more about the Institute speakers here.
Friday, June 20
6:00 p.m. – 8:00 p.m. | Dine Arounds
Saturday, June 21
12:00 p.m. – 5:00 p.m. | Registration
11:30 a.m. – 12:30 p.m. | Faculty Lunch (invite only)
1:00 p.m. – 1:15 p.m. | Welcome & Introductions
1:15 p.m. – 1:45 p.m. | Retirement
Kevin Rubin, Rubin Family Law, LLC (Georgia)
Participants will understand advanced concepts regarding the division of various retirement accounts including 401(k)s, IRAs, pensions and other retirement assets. Participants will understand the proper ways to identify and divide retirement accounts and language necessary for proper division.
1:45 p.m. – 2:30 p.m. | Executive Benefits Beyond Retirement
Michael Flores, Michael I. Flores, PC (Massachusetts)
Participants will understand the numerous various types of deferred compensation including, but not limited to Options, RSUs, grants and other forms of executive benefits. They will learn strategies for identifying various types of benefits and proper considerations related to the division of benefits.
2:30 p.m. – 3:15 p.m. | Financial Infidelity Claims
Kristi Reardon, Reardon House Colton PLC (Arizona)
3:15 p.m. – 3:30 p.m. | Break
3:30 p.m. – 4:15 p.m. | Digital Assets
Renee Ross, Ross Family Law, APC (California)
Participants will understand the various types of digital assets including cryptocurrency and ETFs. They will gain an understanding of different ways to identify various types of digital assets and locate them if not disclosed.
4:15 p.m. – 5:00 p.m. | Practice Management & Business Development
Thomas J. Sasser, Sasser, Cestero, & Roy, P.A. (Florida)
Participants will have a better understanding of best practices for law firm management as well as technology that can assist in practice management. They will also learn strategies and helpful tips for developing their own business.
6:00 p.m. – 8:00 p.m. | Mentor Dinner
Sunday, June 22
7:30 a.m. – 8:30 a.m. | Breakfast
8:30 a.m. – 9:00 a.m. | Overlooked Assets
Todd Stahly, Stahly Mehrtens LLC (Colorado)
Participants will understand the various assets that are overlooked such as Venmo, PayPal, airlines miles, points and other often overlooked assets and how to identify, value and define such assets.
9:00 a.m. – 10:00 a.m. | Taxes & Divorce
Sandy Brooks, Offit Kurman P.A. (Maryland)
Participants will understand various tax laws and concepts that frequently arise in matrimonial actions. They will learn how to identify these tax issues and how they impact financial affidavits and matrimonial actions generally.
10:00 a.m. – 10:30 a.m. | Military Benefits in Divorce
Kristi Reardon, Reardon House Colton PLC, (Georgia)
Participants will cover BAH, LAS and more.
10:30 a.m. – 10:45 a.m. | Break
10:45 a.m. – 11:30 a.m. | Trusts & Estate Planning
Kevin Rubin, Rubin Family Law, LLC (Georgia)
Participants will understand various trust and estate planning vehicles and the impact that they can have on property division, asset protection and prenuptial and post nuptial agreements.
11:30 a.m. – 12:00 p.m. | Creative Evidence
Janet Battey, Ferro & Battery, LLC (Connecticut)
Participants will understand less commonly used types of evidence and the ways in which this evidence can be effectively used at trial.
12:00 p.m. – 12:30 p.m. | Business Valuation – The Lawyer’s Perspective
Lauren Melhart, Kinser & Bates, LLP (Texas)
Participants will understand what the lawyer’s role is in a case involving a business valuation. They will gain a better understanding of evaluating when a business valuation is needed, their role in selecting an expert, collecting necessary information and working with his/her valuation expert.
6:00 p.m. – 7:30 p.m. | Networking Reception at Flight Club
Monday, June 23
8:00 a.m. – 9:00 a.m. | Breakfast
9:00 a.m. – 12:30 p.m. | Business Valuation Case Study
Stacy Collins, Stout (Pennsylvania) and Kyle Garcia, Stout (New York)
Participants will do an in depth analysis of business valuations using a case study as the basis for their analysis. This session is led by nationally recognized business valuation experts. participants will have a detailed understanding of a business valuation report and gain an understanding of how to analyze reports in their own cases.
12:30 p.m. – 1:30 p.m. | Lunch
1:30 p.m. – 5:00 p.m. | Business Valuation Case Study Continued
Stacy Collins, Stout (Pennsylvania) and Kyle Garcia, Stout (New York)
Participants will do an in-depth analysis of business valuations using a case study as the basis for their analysis. This session is led by nationally recognized business valuation experts. participants will have a detailed understanding of a business valuation report and gain an understanding of how to analyze reports in their own cases.
6:00 p.m. – 8:00 p.m. | Faculty Dinner & Dine Arounds
Tuesday, June 24
7:30 a.m. – 8:30 a.m. | Breakfast
8:30 a.m. – 9:00 a.m. | Examining Experts – Depositions and Cross
Scott Mann, Mann Tucker Muir Gordon Family Law, LLC (Kansas)
Participants will understand the goals and strategies for deposing expert witnesses. They will also learn how to utilize depositions and other strategies to effectively cross-examine an expert witness at trial.
9:00 a.m. – 9:30 a.m. | Examining Experts – Direct
Daniel Gray, Cooper Ginsberg Gray (Virginia)
Participants will understand strategies for a direct examination of an expert that allows to trier of fact to not only understand their expert’s analysis but also lends credibility to their expert.
9:30 a.m. – 10:00 a.m. | Challenging an Expert
Jim Hunnicutt, Dolowitz Hunnicutt & Gibbs, PLLC (Utah)
Participants will understand effective methods to challenge an expert witness. They will also gain an understanding of when and to what extent to challenge an expert witness.
10:00 a.m. – 11:00 a.m. | Ethical Issues for Advanced Lawyers
Laura Davis Smith, Davis Smith & Jean, LLC (Florida)
Participants will learn about various ethical issues faced by advanced lawyers such as grievances, malpractice claims, substance abuse issues and disgruntled clients. They will gain an understanding of how to protect against these ethical issues and how to deal with them if and when they arise.
11 a.m. | Closing Remarks