Valuing Marital Assets

Wednesday, March 26, 2008
4:00 p.m. – 7:00 p.m.

Sponsored by:
Family Law Section

Determining what assets comprise the marital estate and obtaining valuations for those assets is one of the primary jobs of a domestic relations attorney. Finding the right expert can often mean the difference between settling a case or going to trial. This program will cover valuation issues for a variety of marital assets such as real estate and personal property. Panelists will cover the law of valuing closely held corporations, especially the changes from the Supreme Judicial Court’s decision in Bernier.  The panel will also discuss locating and retaining experts, preparing experts for deposition and trial testimony and addressing differences in value between competing experts.

1. Identifying What Assets need to be Valued;
2. Locating Experts to Value different classes of Assets;
3. Appraising Real Estate;
4. Valuing Closely Held Business Interests (partnerships, limited liability companies and corporations)
5. Preparing Experts for Deposition and Trial Testimony (direct and cross)
6. Negotiating Values with competing Expert Reports

Panelists

Stephen J. Bravo, ASA, CBA, CPA/ABV/PFS, CFP, MST
Apogee Business Valuations, Inc.

W. Sanford Durland, III, Esq.
Packenham, Schmidt & Federico, P.C.

Richard A. Goulet, MRA
The Appraisers Group


Program Chair

Jennifer Sevigney Durand, Esq.
Packenham, Schmidt & Federico, P.C.


Program Prices

$120 - BBA members
$155 - Non-Members
$85 - BBA Sponsoring Section Member
$65 - BBA Member Legal Services/Government Lawyer
$25 - Law Student

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