CLE Courses

MCLE course credit not available for courses more than 5 years old, even if a certificate is generated.

Mortgage Financing Strategies in Divorce

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.

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CCP Sanction 128.5/.7 Motions: Learning New Sanction Options

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.

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“Issues in Apportionment of Assets: Equity Compensation and Real Property”

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.

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Domestic Violence Law: A Review of Recent Cases

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.

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Sacramento Annual Child Custody Seminar, Trauma Informed Child Custody Practice: Part 1 – 8 – “Taking Childhood Trauma Out of Divorce”

Trauma Informed Child Custody Practice: Part 1 – 8 – “Taking Childhood Trauma Out of Divorce”

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Orange Co 2019 Speakers Series: “Learn from the Masters: Custody & Support Litigation” Pt.4 – Permanent Support-The Price of Love

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”; (2) Understanding the MSOL “‘Income, Expenditures, and Reasonable Needs”; (3) Considering Parents’ Earning Capacity: Work vs /Investible Assets; (4) Understanding the “Complexity of Change”; (5) Addressing the “representative period” as to income and the MSOL; (6) When to use “Income” ( or distributions from pass-through entities (and Income or Cash Flow, the sloppy synonyms of Riddle); (7) Understanding Blazer Issues … working capital, needed capital, and reinvestment; (8) When (and when not) to pursue an Ostler-Smith Resolution; (9) When to seek a deviation from Guideline support (child support); and (10) How to win an unreported Income Issue.

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19 Ways to Change a Judge’s Mind Without an Appeal

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.

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