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Domestic Relations Services
Click here to download John Johnson's "Valuation Process & Discovery" presentation to the New York State Bar Association.
When it comes to matrimonial matters, we are much more than highly qualified valuation experts. As a direct result of our extensive experience in this area we have developed numerous complementary service offerings, including:
Net Worth Statements – We assist counsel in the preparation of the statement of net worth required under Domestic Relations Law Section 236 in New York State. More specifically we:
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(a)
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Consult with the client and attorney to determine the amount and nature of assets and liabilities, as well as income and expense levels as of the appropriate date or dates;
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(b)
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Gathering and examination of relevant supporting documentation;
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(c)
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Processing the statement of net worth form required under DRL §231.
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Lifestyle Analyses – We perform lifestyle analyses of an individual’s sources and uses of income for spousal and child support purposes and for the imputation of unreported income.
Question Development – We assist in the development of questioning for interrogatories, examinations before trial, and direct/cross-examination for all relevant financial issues.
Forensic Accounting – We perform financial investigatory services designed to disclose hidden assets or income, transferred assets, and identify transmuted or commingled assets.
Settlement Assistance – We participate at settlement conferences and assist with settlement negotiations involving the equitable distribution of assets, spousal maintenance, and child support.
Asset Tracing – We perform asset tracing services in establishing the separate vs. marital components of the marital estate.
Separation Agreements – We provide assistance to legal counsel in the drafting of separation agreements and the structuring of settlements.
Critique of Opposition – We review and critique the opposing financial expert’s report/opinion and provide expert rebuttal testimony.
Expert Testimony – We have been deposed and/or have provided expert testimony in support of our valuation opinions in countless matrimonial matters.
Assistance in Drafting Briefs – We provide assistance in preparing trial and appellate briefs.
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