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Self-Paced Online

TRACING – Is what’s “MINE” really “OURS?

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Date Published

March 30, 2021

Publisher

Sonoma County Bar Association

Subjects

Family Law, General Law

Questions

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Summary

"The 5 W’s of a good tracing story:
-- Who is making the claim? Is the burden of proof on the community or separatizer?
-- What is the asset or assets to be traced. Do they still exist?
-- When was the asset acquired; pre marriage, during marriage or after separation?
-- Where did the funds come from to acquire the asset; pre-marital assets, post separation earnings, inheritance, gift?
-- Why do we have to do all this work?

Michael and Darlene will walk you through the mechanics and legal background of a separate property tracing. They will also be discussing, among other things, the cases that provide the guide posts for tracing….and most important – How to manage the expectations of your client."

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Presenters

Darlene Elmore, CPA, ABV, CFF
CPA, ABV, CFF

Darlene has over 30 years of experience as an accountant and has worked in public accounting for the last 27. With an office... Read More

Michael J. Fish
ATTORNEY/MEDIATOR/PARTNER - MERRILL, ARNONE & JONES LLP

Mr. Fish has earned an outstanding reputation as an attorney experienced in his litigation and transactional practice. He has... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Video Presentation
Handout
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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