Calendar 2025​​​​

UPCOMING PROGRAMS

                                         

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Thursday, March 27, Valuation Experts Roundtable, PITA Hall, 8 Plum Island Turnpike, Newburyport 

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Attend and learn from 4 Valuation Experts who discuss some of the most difficult issues in their field and their various approaches to resolving them. 

 

• Personal Goodwill & Valuation, David Consigli

       How to define personal goodwill; why it is important in the context of a divorce; how to determine the impact in a transaction; how to differentiate personal goodwill from key-person discount; and where personal goodwill is likely to be present.

• Income Approach, Marc Bello

        How an income approach works, diving into the components and key characteristics that drive this method of valuation; how personal goodwill and double dip concepts intersect with an income approach; why valuation experts can come up with different valuation for the same company under an income approach.  

• Double Dip, Pamela Oliver 

        What is the concept of “double dip” and its meaning in the context of divorce, asset division and support; how to identify potential “double dip” situations; how to recognize key factors in determining whether a “double dip” has occurred; how to evaluate the financial impact focusing on fairness and equitable distribution 

• Equity Based Compensation, Kimberley Train

       How to use equity compensation as a vehicle to incentivize employees; what can be included as equity compensation; what are the attributes of the different forms of compensation; how to effectuate a fair and equitable division.

 

Our Experts

• Marc Bello, Managing Director, Willamette Management Associates

• David Consigli, Jr., CPA, ABV, CDFA, Partner, FAZ Forensics

• Pamela Rae Oliver, CPA/ABV, CDFA, MAFF, Partner, Director of Business Valuation & Litigation Support, DiSanto Priest & Co.

• Kimberley A. Train, CPA, ABV, Partner, PKF O’Connor Davies

• Gary O. Todd, Todd & Weld, Moderator

 

To Register: https://gnba.ticketbud.com/valuation-experts-roundtable

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The Intersection of Family Law, Child Welfare and Criminal Law 

Thursday, April 17, 2025, 4:30-6:30, Live in Newburyport & Streaming

Approved for Two CAFL & CPCS credits

 

Many of our cases walk in the door presenting like an essay question on the bar

exam, spanning disciplines ranging from family law to criminal law to child welfare

and juvenile law. Our expert practitioners will give you an overview of each area and

answer common questions many of us have, and we’ll take an interactive walk

through a hypothetical case involving all of these areas. 

 

Attend & Learn:

• Who qualifies for legal counsel in CAFL cases, criminal defense cases, and other times a person might be eligible for appointment of counsel by CPCS; 

• At what point in the various legal processes can counsel be appointed.

• How to manage the collaboration between a client's divorce, criminal defense and/or CAFL counsel in terms of aligning case strategy, sharing potentially relevant information/discovery/pleadings. 

• What types of information/documents from separate cases might be relevant to each other (example: mitigation documents / evaluations in criminal cases)

• What rights do incarcerated clients have who are going through a divorce; to participate in custody / parenting time proceedings and what rights do they have to both? Are there priorities we have that might conflict even while representing the same client in different legal settings/proceedings 

• How does a restraining order affect a case; what court(s) can issue them and what court(s) can modify them? 

• The affect of a divorce case… who says what to whom, and how – it matters! 

 

Faculty

Maureen Booth, TurcoLegal, Newburyport, Chair

Christine G. DeBernardis, Amesbury, MA & Portsmouth, NH

Jacquelyn O’Brien, Managing Director, Children and Family Law Division, Committee for Public Counsel Services

Christine Sunnerberg, Esq., Ramirez & Sunnerberg, LLC, Weymouth

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To Register: https://gnba.ticketbud.com/the-intersection-of-family-law-child-welfare-criminal-law