Agenda / Content Covered

10:00 am to 5:00 pm Eastern Standard Time

1. Finding Hidden Assets - What Paralegals Can Do
   10:00 - 11:00, Tifanne E.E. Wolter
   
   1. Intake Form Customization to Uncover All Assets
   2. Financial Affidavit/Disclosures What Documents to Gather
   3. Analyzing a Sample Tax Return for Hidden Assets/Income - Step by Step
   4. Red Flags in Individual Financial Records (Personal Financial Statements, Bank Statements, etc.)
   5. Locating Offshore Accounts and Assets
   6. Balance Sheet Preparation Investigating and Identifying the Assets and Debts
   7. How to Determine How Much a Self-Employed Person Really Earns
   8. E-Discovery Tips
2. Child and Spousal Support Calculations
   11:15 - 12:15, Angela R. Olson
   
   1. Methods for Determining Client and Spousal Income
   2. Handling Complex Paystubs - Teachers', Military, etc.
   3. Calculating Child Support
   4. Arrearage Calculations and Wage Assignments
   5. Imputed Income Considerations
3. QDROs: What Paralegals Need to Know and Do to Help Attorneys
   12:15 - 1:15, Robert N. Hamilton
   
   1. QDROs: Brief Overview of Process and Procedure
   2. Retirement Accounts: What to Look for
   3. Defined Contribution and Defined Benefit QDRO Issues
   4. Review of Sample QDRO Forms
4. Important Tax Considerations in Divorce
   1:45 - 2:45, Robert N. Hamilton
   
   1. The Tax Treatment of Support Payments
   2. Child Tax Credit Increase
   3. Treatment of Pass-Through Income From a Business
   4. New Standard Deductions and Elimination of Personal and Dependent Exemptions
   5. Limits to SALT and Mortgage Interest Deduction
   6. How the Changes Impact After-Tax Income
5. Tips for Paralegals Working with Financial Experts
   2:45 - 3:45, Tifanne E.E. Wolter
   
   1. Locating and Confirming the Right Expert
   2. Researching Expert Qualifications
   3. Assembling the Information and Documentation for Review
   4. Assisting with Depositions
   5. Preparing the Expert for Trial
6. Ethics
   4:00 - 5:00, Angela R. Olson
   
   1. Handling Clients Who Don't Respond or are Hiding Assets
   2. Billing: What is or is Not Billable?
   3. Electronic Spoliation and Remedies Available
   4. Working with Difficult/Emotional Clients
   5. Avoiding UPL

Accreditation Details:

ROBERT N. HAMILTON is an attorney with the St. Louis law firm of Reinker, Hamilton & Piper LLC, where he practices primarily in the area of family law. Mr. Hamilton is a certified divorce mediator and is regularly appointed by the court as a guardian ad litem for children in custody disputes to represent and protect children. His practice includes legal separation, dissolution of marriage, maintenance, paternity, child support, child custody, modifications, estate, and probate matters. Mr. Hamilton is a member of The Missouri Bar, and the Metropolitan St. Louis (Family Law Section) and the St. Louis County bar associations. He has served on the Supervised Visitation and Exchange Planning Committee for the St. Louis County Court. Mr. Hamilton earned his undergraduate degree from the University of Wisconsin-Milwaukee and his Juris Doctorate's degree from St. Louis University.

ANGELA R. OLSON is the owner, manager and principal attorney of Angela Olson Law where she specializes in family law and criminal defense. Ms. Olson is a member of the State Bar of Wisconsin and the St. Croix Valley Bar Association. She is a past president of the New Richmond Chamber of Commerce and a founding board member of the St. Croix Valley Young Professionals Group. Ms. Olson has been nominated as Outstanding Young Lawyer of the Year and New Richmond Professional and Business Woman of the Year. She volunteers at the local free legal clinics in Northwestern Wisconsin. Ms. Olson received her B.A. degree, magna cum laude, from St Cloud State University and her J.D. degree, cum laude, from Hamline University School of Law.

TIFANNE E.E. WOLTER is an attorney with Henningson & Snoxell Ltd. She has practiced family law exclusively for more than a decade. Ms. Wolter has assisted a wide array of clients with divorce, custody, paternity, child support, third party custody, parenting time, and domestic abuse matters. She is trained in collaborative divorce and mediation, and, upon graduating from law school, she obtained a certificate in dispute resolution from Hamline University School of Law. After earning her Juris Doctorate degree, Ms. Wolter worked for Legal Aid and helped victims of domestic abuse and low income clients with family law issues. She is the past chairperson and representative to the assembly for the Minnesota State Bar Association (Family Law Section). Ms. Wolter has been involved with the Family Law Section for many years. Previously she was the vice chairperson and chairperson of publications. She earned her B.A. degree from Concordia College, Moorhead, Minnesota and her J.D. degree from Hamline University School of Law, St. Paul, Minnesota.