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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
In re Marriage of Bornhofen, 2023 IL App (1st) 221194-U; 2023 Ill. App. Unpub. LEXIS 2062, and
In re Rozdolsky, 2024 Ill. App. Unpub. LEXIS 311 (Soshnick);
Lazar v. Mor, 2024 N.Y. Misc. LEXIS 150; 2024 NY Slip Op 30128(U) (Ewart);
Cronan v. Cronan, 2024 R.I. LEXIS 12 (Alerding);
Bextermueller News Distribs., Inc. v. Lee Enters., 2023 U.S. Dist. LEXIS 229847; 2023 WL 9000911 (Soshnick);
Hardiman v. Woodlands Store, Inc., 2024 Cal. App. Unpub. LEXIS 1283; 2024 WL 827706 (Alerding); and
Bonus Case (Time Permitting): Smith v. Smith, 2024 Miss. App. LEXIS 71 (Alerding).
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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