May 19, 2023
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| 8:30 am - 9:00 am |
OVERLOOKED COMMUNITY PROPERTY LAW FUNDAMENTALS (.5) — Sherri Anderson
- Community Property Presumption
- Acquisition-Time and Source
- Acquisition-Onerous (not lucrative)
- Retention of Separate Character
- Commingling
- Burden of Proof
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| 9:00 am - 9:30 am |
TRACING (.5) — Ben Hawes
- Separate Property Still Exists in a Community Property Law State
- Addressing Commingling
- Community Out First Rule
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| 9:30 am - 11:00 am |
TRENDS & PITFALLS IN BUSINESS VALUATION — Panel Discussion (1.5) — Sherri Anderson, Shannon Ellmers, Neil Beaton, & Kevin Grambush
- Is Fair Value the standard in Washington? A comparison in income vs. market approaches.
- Six basic assumptions of an income approach (especially the discount rate, the growth rate and weighted cost of capital), how they can be manipulated, what steps every expert goes through, why we should read Revenue Ruling 59-60 going into every case and how it can help/hurt you.
- Addressing Goodwill
- Commencement of Business vs. Operation as a Going Concern
- The separate property business (right of reimbursement or recharacterization?)
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| 11:00 am - 11:15 am |
BREAK |
| 11:15 am - 11:45 am |
FINANCIAL MODELING & PROJECTIONS FOR PROPERTY ALLOCATION & MAINTENANCE AWARDS (.5) — Pathstone
|
| 11:45 am - 1:00 pm |
LUNCH |
| 1:00 pm - 2:15 pm |
WASHINGTON COMMUNITY PROPERTY LAW — Panel Discussion (1.25) — Lisa Sharpe, David Hazel, Tom Hamerlinck
- Background of Development
- Is it ethics based?
- How WA differs from the other CP states
- Trends in development of case law
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| 2:15 pm - 3:00 pm |
PREPARING COMPLEX COMMUNITY PROPERTY DISPUTES FOR ADR (.75) — Dave Hazel & Mike Bugni
|
| 3:00 pm - 3:15 pm |
BREAK |
| 3:15 pm - 3:45 pm |
ETHICS (.5) — Anne Seidel (with Shannon Ellmers moderating)
- RPC 3.3-Candor Toward the Tribunal
- RPC 3.4-Fairness to Opposing Party
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| 3:45 pm - 4:30 pm |
VIEW FROM THE BENCH: PRACTICAL INSIGHTS FROM JUDGES ON PRESENTING COMPLEX FINANCIAL CASES AT TRIAL (.75) — Judge Rosen, Judge Ballinger, & Judge Holloway
- Effective Use of Spreadsheets
- Valuation Dates
- Coordinating Expert Testimony
- Effectiveness of financial modeling for property allocation and maintenance awards
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(Approved) 6.25 Credits including 0.5 ethics |
