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Join Jim Alerding and Jim Ewart, veteran valuators, and Drew Soshnick, family law attorney and experienced valuation expert, for a discussion of some of the most consequential recent valuation and financial litigation decisions. The three experts will present and discuss this selection of state and federal cases. The analysis of these cases, which the experts handpicked for their importance, will provide insight into current issues in the business valuation arena and discussion of not only how the court ruled on these issues, but also what the experts believe is the importance of the issues and how to apply them in your practice.
Program Agenda
Vieira v. Think Tank Logistics, LLC (In re Levesque), 2023 Bankr. LEXIS 2113; __ B.R. __ (Soshnick)
Clampitt v. Clampitt, 2023 S.C. App. Unpub. LEXIS 381 (Ewart)
BM v RC, 2023 Alas. LEXIS 102 (Alerding)
Rosenthal v. Erber, 2023 N.Y. Misc. LEXIS 4035; 2023 NY Slip Op 32750(U) (Aug. 8, 2023) (Soshnick)
Laurilliard v. McNamee Lochner, P.C., 2023 N.Y. Misc. LEXIS 3296; 2023 NY Slip Op 50671(U) (June 29, 2023) (Ewart)
Bonus Case (Time Permitting): Tennebaum v. Deshpande, 2023 Minn. App. Unpub. LEXIS 630 (Soshnick)
Learning Objectives
Describe what the courts are discussing and deciding in recent cases as it relates to valuation and financial litigation cases;
Restate the importance of the issues discussed in the cases to the valuation professional; and
Restate opinions of all three experts as to each case and each issue, and how each expert interprets the court’s decisions in these cases.
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