Navigating Divorce Financial Planning Pitfalls Divorce creates unique financial challenges that can leave clients with costly, long-term consequences if handled incorrectly. This course reviews common mistakes in asset division, tax treatment, and post-divorce planning, giving attorneys and advisors practical strategies to avoid financial traps and strengthen client outcomes. Presented by Jamie Lima, MBA, CFP®, CDFA®, a financial expert and mediator specializing exclusively in divorce cases.
Dividing marital assets and understanding financial implications in divorce can be complex and critical to ensuring fair, lasting settlements. This CLE course helps attorneys identify and avoid common financial mistakes in property division, QDROs, and taxation. Learn strategies to protect your clients, avoid malpractice pitfalls, and strengthen settlement outcomes.
Understanding property division and tax implications in divorce is essential for achieving fair, lasting settlements. This CLE course helps attorneys identify common pitfalls when dividing marital assets and explains how basis, capital gains, and property transfers affect settlement equity. Learn practical strategies to minimize post-divorce tax issues and protect your clients’ financial interests.