Join us for a lunch and learn presentation by Bridget Potterton, CDRE, who will delve into when agreements and orders are made without the knowledge of real estate compliance, strategies, and current market fluctuations and lawyers are exposed to liability, judicial economy is compromised, and clients pay a hefty price.

Whether you are attending in person or joining us online, you’ll gain valuable insights on: The state of the current real estate market and...

Join us for a lunch and learn presentation by Bridget Potterton, CDRE, who will delve into when agreements and orders are made without the knowledge of real estate compliance, strategies, and current market fluctuations and lawyers are exposed to liability, judicial economy is compromised, and clients pay a hefty price.

Whether you are attending in person or joining us online, you’ll gain valuable insights on: The state of the current real estate market and...

Join us for the third quarter seminar of 2024.  This seminar will feature presentations on bias, use of and introduction of documentary evidence, civility and sanctions and a How Would You Rule? judicial panel.  We have a great line up of speakers and, as always, lunch, beverages, and snacks will be provided.

THIS IS AN IN-PERSON ONLY EVENT AND WILL NOT BE AVAILABLE ON DEMAND. 
 
The presentations:
 
Judge Terrie Roberts and Puja...

 Introductions by James Thomas Schaefer (CPA/CFF, MS-TAX), Hon. Harry L. Powazek (Ret.), and SDFLBA President Jillian Duggan-Herd.

This program provides insights into a successful and efficient settlement through the positions of counsel, the forensic accountant and the settlement officer.  It begins with a segment on recommended procedures and then transitions to seven settlement traps and suggestions on how to overcome.  Judicial perspectives are a centerpiece of this...