Blog posts created by this author
3 AAML past presidents and a divorce financial expert offer their top strategies for reaching financial settlements in high-asset divorce cases. For example, transfers to irrevocable trusts... Read more
The Wealth Shock generated by COVID can seriously impact high-asset divorce settlements; the tax savings associated with creative planning sometimes exceeds the asset’s value. Part 2 of a 3-... Read more
Lawyers should consider engaging a forensic accountant or fraud examiner in any matter where they have reason to believe that the fiduciary is not acting in the best interest of the benefici... Read more
Complex and high-asset divorce cases can provide intellectually and financially rewarding work. However, they can also present a number of ethical issues. Read more
Financial advisors (or a collaborative financial team) rely on relationships with other professionals to deliver the best service to high-net-worth clients. Read more
The Jeff Bezos divorce could be the most expensive of all time. In light of this high-stakes case, here are five questions legal professionals should consider. Read more
Post O’Brien v. O’Brien, here are 6 ways divorce lawyers can better prepare themselves when advising clients with substantial non-cash compensation. Read more
Errors in high net worth divorce can be costly; here's how to avoid four of the most common mistakes high net worth clients make in divorce cases. Read more
The added pressures and unique challenges of high-net-worth cases can be significantly different depending on which spouse you are representing. Read more
There are warning signs that your client or their spouse may have committed financial fraud within their marriage. The greater the number of red flags, the more likely that fraud has occurre... Read more
