Presenter:
Stephen Wagner CFLS

22nd Annual Spring Seminar: “Truth or Consequences… The Intricacies of Fiduciary Duties”

Judicial Responder Panel: Hon Diana Gould Saltman; Hon Thomas Trent Lewis; Hon Robert Schnider, Ret; Hon Marjorie Slabach, Ret Why I love Fiduciary Duties and Why should love them, too presented by Dawn Gray, CFLS Managing your own client’s compliance with fudiciary obligations presented by Stephen Wagner CFLS and Edward Thomas CFLS Here, There, But not everywhere; Unique problems involving fiduciary duties presented by Stephen Temko CALS CFLS and Sandra Joan Morris CFLS How do you induce the opposing party to comply? presented by Sharon Kalemkiarian CFLS and Sharon Blanchet CFLS Balancing business interests and fiduciary duties presented by Peter Walzer CFLS and Hon Mark Juhas Litigating a fiduciary duty claim presented by Stephen Wagner CFLS and Robert Blevans CFLS AS the Judges – The last word on “The Intricacies of Fiduciary Duties” presented by Hon Dianna Gould Saltman; Hon Thomas Trent Lewis; Hon Robert A Schnider, Ret; Hon Marjorie A Slabach, Ret

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Final Declarations of Disclosure; Do it Right and Avoid the Set Aside

ACFLS Hall of Fame Award Recipient Stephen J. Wagner will provide tips on how to prepare a Final Declaration of Disclosure that settles cases, sets up easy trial preparation, and secures judgments that withstand set aside motions. With California’s relatively liberal set aside provisions found in Family Code sections 2120 et seq preparing a proper Final Declaration of Disclosure is critically important.  This course will address practical ways to honor your clients postseparation disclosure obligations and provide game plans that will assist you and your client in accomplishing this critical task.  The game plan includes the involvement of the client, expert witnesses (with emphasis on forensic accountants) and your office.

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