THURSDAY, JANUARY 27, 2022
8:55 Welcome and Introductions
9:00 Qualifying Experts
G. Russell "Russ" Kornegay III, James McElroy & Diehl PA, Charlotte
Preston O. Odom III, James McElroy & Diehl PA, Charlotte
Gain an understanding of the Daubert standard and receive a demonstration, followed by an analysis, of how to qualify an expert in court and how to resist qualification of an expert.
11:10 Financial Experts
Kimberly W. Bryan, Parker Bryan Family Law, Raleigh
Sherry W. Campbell, Hutchinson Family Offices, Greensboro
Stephanie T. Jenkins, Parker Bryan Family Law, Raleigh
Hear about the use of financial experts in spousal support cases to establish the marital standard of living, in high-income child support cases to demonstrate a child's expenses, and in off-guidelines child support cases.
12:10 Lunch Break
1:10 Business Valuations
Jon Strickland, Elliott Davis PLLC, Raleigh
Discuss the areas of a business valuation, such as areas of subjectivity, standards of applying subjectivity in analysis, and use of an expert to review and attack the business valuation.
Victoria Coble, Clarity Financial Consulting LLC, Charlotte
Explore valuing tax benefits and losses as an asset in equitable distribution with the use of an expert. Walk through how to deal with pass-through income tax, the valuation of tax-loss carryforward, and other tax benefits to consider.
3:30 Executive Compensation
Michael A. Paschall, Bannister Financial Inc., Charlotte
Lori M. Vitale, Vitale Family Law, Raleigh
Analyze executive compensation in equitable distribution and consider and value golden handcuffs, golden parachutes and other executive benefits. Examine the valuation of stock options, restricted stock awards, phantom stock and more. Then learn about drafting language for "if, as and when" divisions and the use of experts in executive compensation matters.
4:30 Adjourn for the day
FRIDAY, JANUARY 28, 2022
8:55 Welcome and Introductions
9:00 Technology Experts
Clark C. Walton, Reliance Forensics LLC, Charlotte
Learn about the use of technology experts in family law cases and gain insight into what you can find on smartphones, tablets, computers and other devices. Then walk through the use of protective orders in information technology matters and the use of forensic computer experts in domestic cases.
10:10 Vocational and Rehabilitation Experts
J. Wade Harrison, Harrison Whitaker, Burlington
Maria Vargas, Vargas Vocational Consulting, Belmont
Examine the use of vocational and rehabilitation experts and how to impute income or resist imputing income in alimony and child support cases. Then discuss relevant case law regarding imputation of income.
11:20 The Impact of COVID-19
Tim Morrison, Clarity Financial Consulting LLC, Charlotte
Discuss the impact of COVID-19 on business valuations. Topics include how to deal with Paycheck Protection Program loans, the effects of interruptions in business due to the pandemic, and atypical increase or decrease in business income and how to consider or value that income.
12:20 Lunch Break
1:20 Valuing Intellectual Property
Neil Beaton, Alvarez & Marsal Valuation Services, Seattle, WA
Gain insight into valuing intellectual property in equitable distribution. Analyze the types of intellectual property and discuss challenges in valuing intellectual property.
2:30 Custody Case Experts
Carolyn Pender-Roche, Ph.D., Next Step Psychology PLLC, Durham
Delve into the use of experts in custody cases where children refuse or are resistant to visitation. Consider the reasons for children’s refusal or resistance to visitation and strategies for dealing with the resistance.
3:40 Real Estate Appraisal
Arlene M. Zipp, Roberson Haworth & Reese PLLC, High Point
Review a typical real estate appraisal and the areas of subjectivity. Then go over how to attack an appraisal in court and the red flags to look out for.
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