Advanced and Complex Issues in Property and Equalization 2023

8:30 a.m. – Registration opens (for in person)

9:00 a.m. – Welcome from the Chairs 
William Abbott, MacDonald & Partners LLP
George Karahotzitis, Thomson, Rogers

9:10 a.m. – Critical Case Law Update (or Cases You May Have Missed While Focusing on Other Stuff…)
Valarie Matthews, McCarthy Hansen & Company LLP
Meghann Melito, MacDonald & Partners LLP
Adam Prewer, Epstein Cole LLP

In this opening session, our experts will provide an in-depth review of some of the most important cases of the past year and discuss how they may impact your practice.

10:10 a.m. – When the Economy Tanks: Strategies for Navigating Bankruptcy and Recessions
Robert A. Klotz, Klotz Associates
Michael Stangerone, MacDonald & Partners LLP

Drill down on some of the key issues that arise in bankruptcy or a recession that can impact an equalization claim. Topics include:

• Can a spouse be a preferential creditor?
• Effects, if any, on a person’s DOM deductions when they claim bankruptcy
• The matrimonial home:
  • valuation issues during a recession
  • impact of ownership in bankruptcy proceedings
• Anticipating bankruptcy – how your client can protect themselves
• Non-depletion orders – effective in the face of bankruptcy?
• Securing equalization payments in bad times

10:55 a.m. – Wellness Break 

11:10 a.m. – Key Evidence Tips for Family Law Lawyers
Avra Rosen C.S., Rosen Sack LLP

Practice tips and pitfalls to avoid in the challenging realm of evidence.

12:00 p.m. – Lunch Break 

1:00 p.m. – Exclusions, Deductions and Tracing Challenges in 2023
Camelia Amiri, Thomson, Rogers
Raymond A. Goddard, Walker Head Lawyers

1:45 p.m. – Crossing Ts and Dotting Is – and many other Best Practices in Preparing Domestic Contracts and Negotiating Settlements
Yvonne Bernstein, Litigation Director & Counsel, LawPRO

Guidance in the key areas where even experienced counsel falter when preparing domestic contracts and negotiating settlement agreements.

2:15 p.m. – Wellness Break 

2:30 p.m. – Home Sweet Home (and when it’s not): Spotlight on Matrimonial Home Issues
Maneesha Mehra C.S., Carson Chousky Lein LLP

Many long fought – and costly – battles are waged over the matrimonial home.  In this session we will go through some of the key challenges and strategies for how to navigate them, including:

• Dealing with properties located outside of the jurisdiction
• Multiple properties – multiple headaches
• Managing value fluctuations
• Forcing / resisting the sale
• Motion for exclusive possession

3:15 p.m. – View from the Bench and Trenches
The Hon. Justice Andrea Himel, Superior Court of Justice
The Hon. David A. Justice Jarvis, Superior Court of Justice
The Hon. Justice E. L. Nakonechny, Superior Court of Justice
Meysa Maleki, Maleki Barristers
Avra Rosen, Rosen Sack LLP

4:15 p.m. – Program Concludes