Working Effectively with Financial Professionals in Family Law

$45

FREE FOR BHBA MEMBERS

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

Add to watchlist

View watchlist

Working Effectively with Financial Professionals in Family Law

Credit Hours:

1.00

Specialty Area:

Family Law

Credit Type:

General

Original Air Date:

May 10, 2023

Credit Eligible In:

California

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

Financial issues are often the most difficult aspects of a case. Complicated financial issues may be present in a family law case regardless of its size. Meet the Financial Professionals is a new series designed to educate family law attorneys about how to work effectively with financial professionals and the types of financial expertise that will prove invaluable in successfully representing your clients through case resolution and beyond.

Join us for a wide-ranging conversation about identifying and working with financial professionals to evaluate, prepare, present, and settle a case.

Ron Reitshtein

|

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.

Dan Bemel

|

UBS Private 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.

Abhi Parikh

|

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

Danielle Miller

|

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.