• Active/Passive Appreciation in Divorce (June 25), with Bill Dameworth (Forensic Strategic Solutions).

Learn how general divorce statutory regimes across the U.S. pertain to the requirement to perform an active/passive appreciation analysis and how varying state law impacts the key elements typically required to perform a reliable analysis. A case study is included.

• Appraisals and ESOP Litigation: Top 10 Causes of Trustee Troubles (June 27), with James F. Joyner III.

A recent survey of DOL litigation against ESOP fiduciaries reveals that valuations are the focus of ESOP litigation. This session will give you a review of 10 controversial areas in valuation, plus a review of the recent cases, current insights, and new tactics.