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Preparing Your Clients for Life After Divorce

$45

FREE FOR BHBA MEMBERS

Join first, then login to BHBA+ to access this program.

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Credit Details
Credit Hours:
1.00
Specialty Area:
Family Law
Credit Type:
General
Original Air Date:
May 17, 2023
Accredited In:
California

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. 

About the Program

This program will focus on steps family law attorneys and their clients can take to prepare for life after divorce. Topics will include tax considerations of a settlement, trust structures, and estate planning for both simple and complex cases, ways clients can take control of their wealth, and the optimal time to bring outside advisors into the mix.

Meet the Speakers
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Ron Reitshtein

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Partner Youngman Reitshtein, PLC

Ron Reitshtein is a Los Angeles native and a founding partner of Los Angeles family law firm, Youngman Reitshtein, PLC.  

Ron is a seasoned litigator, though his practice of family law is deeply informed by his mediation training.

While experienced in all areas of family law, Ron is particularly effective in complex matters, where he can craft unique and elegant solutions to difficult situations. Ron represents a range of clients, from high-net worth entrepreneurs and business owners to prominent individuals in entertainment and professional sports.

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Dan Bemel

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Private Wealth Advisor, Senior Vice President ⏤ Wealth Management

Through education and empowerment, Dan helps provide the infrastructure for his clients to take control of their financial lives, often for the first time. Financial planning and investment management are central to his long term, collaborative approach.

Dan strives to truly understand his clients – what motivates them, what they want for their family, and what they want for their community. And as a Certified Divorce Financial Analyst®, he helps clients and their attorneys navigate the financial impact of divorce before, during and after a case is resolved.

Dan is an active member of the Beverly Hills Bar Association, serving on the family law section executive committee. He is also a member of the board of directors at the Harriett Buhai Center for Family Law, a cornerstone of family law and domestic violence assistance for low-income people in California.

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Abhi Parikh

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Shareholder and Head of Tax Department Sobul, Primes and Schenkel

Abhi Parikh has a no-nonsense, direct communication style and an eye for detail. As Shareholder and head of the Tax Department, Abhi is your go-to guy for Partnership, Corporate, and Individual tax issues

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Danielle Miller

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Deputy Chair, Trusts and Estates Loeb and Loeb

Danielle Miller focuses her practice in the areas of estate planning; probate and trust administration; related income, gift, estate and property tax matters; and entity formation. Her clients include high net worth individuals and families, fiduciaries, and closely held businesses. 

She advises clients on the drafting of revocable and irrevocable trusts, business succession planning, charitable gift planning, and all aspects of estate administration and probate procedures. Recently, Danielle has counseled clients on issues related to cryptocurrency as it relates to estate planning and administration matters. She also works with clients to establish nonprofits and qualify them for federal and California tax exempt status.

... Read more

Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.

This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.

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