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Assets in Divorce: Distributing appreciated value of assets, asserting claims, and proof of passive versus active appreciation

Josh Shilts
Josh Shilts | Shilts CPA PLC

Joshua Shilts is president of Shilts CPA, PLLC. Mr. Shilts’ practice is focused on assisting attorneys, individuals and businesses with complex financial matters and disputes.

On-Demand: December 8, 2022

Assets in Divorce: Distributing appreciated value of assets, asserting claims, and proof of passive versus active appreciation

$195.00 2 hour CLE

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Program Summary

The party claiming appreciation usually bears the burden of proof to justify an award. Courts have developed various tests that the non-titled spouse must navigate to recover appreciated value, but the decisions are often unclear. Counsel should be familiar with the types of evidence needed. This course will address questions about distributing the appreciated value of assets in a divorce, property division, and the best evidence strategies. The program will discuss how to assert a claim to the appreciation of both marital and non-marital assets, including burdens of proof for demonstrating passive and active appreciation.

This course is co-sponsored with myLawCLE.

Key topics to be discussed

  • Questions about distributing the appreciated value of assets in a divorce, property division, and the best evidence strategies
  • How to assert a claim to the appreciation of both marital and non-marital assets
  • Burdens of proof for demonstrating passive and active appreciation

Date: December 8, 2022

Closed-captioning available

Speakers

Josh Shilts Shilts CPA PLC._FedBarJosh Shilts | Shilts CPA PLC

Joshua Shilts is president of Shilts CPA, PLLC. Mr. Shilts’ practice is focused on assisting attorneys, individuals and businesses with complex financial matters and disputes. He has held roles with international consulting and public accounting firms in Miami and New York City as well as positions with large public organizations. Mr. Shilts is a frequent lecturer on a variety of forensic accounting matters. He has been involved with hundreds of forensic investigations dealing with a variety of matters involving personal and business disputes as well as the identification and mitigation of fraudulent activities. Clients have sought Mr. Shilts’ advice and services because of his unique industry experience and knowledge.

Mr. Shilts has provided expert testimony in commercial and family matters surrounding business valuation, economic damages, fraud and other applicable disciplines surrounding economic and accounting issues. He has been qualified as an expert and testified in State and Federal courts.

Agenda

I. Questions about distributing the appreciated value of assets in a divorce, property division, and the best evidence strategies | 2:00pm – 3:00pm

Break | 3:00pm – 3:10pm

II. How to assert a claim to the appreciation of both marital and non-marital assets | 3:10pm – 3:40pm

III. Burdens of proof for demonstrating passive and active appreciation | 3:40pm – 4:10pm

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