Login
Login

Your trusted CPD partner

Valuation and Expert Financial Evidence in PRA Cases

Valuation and Expert Financial Evidence in PRA Cases
Add to CPD Planner

 

Increasingly family lawyers need a sound degree of financial knowledge when they are dealing with relationship break-ups when there is a property in dispute. This seminar will provide you with the background to better understand valuation theory and how it is applied in practice with a focus on practical issues for family lawyers which will assist in quantifying relationship property, better managing your experts and critiquing opposing expert evidence.

This seminar will include:
  • A brief overview of how to read and make sense of financial statements
  • A summary of the fundamental issues that should be understood in any valuation; to include:
    - a discussion on fair value versus fair market value, and personal goodwill versus business goodwill
  • A review on how to form a view on whether a business is worth valuing
  • An overview on how to trace property that has been “secreted away”
  • A discussion of why valuers disagree and strategies to deal with disagreements
  • An analysis of the various approaches used to value different categories of property in a relationship property dispute
  • A discussion of economic disparity following Scott v Williams
  • A brief overview of miscellaneous valuation issues including:
    - contributions of the partners to the relationship property: post-separation contributions
    - valuation issues which arise out of interests in trusts.

Learning objectives

By attending this seminar you will gain:

  • A greater understanding of financial statements and the fundamental issues in any valuations.
  • Practical tips and real life examples on how to apply this knowledge when advising your clients.

Who should attend

Intermediate Civil litigators, Family lawyers, Property practitioners, Accountants may also benefit from attending.

Paper

A short paper, in PDF format, together with a copy of the PowerPoint presentation will be emailed out prior to the seminar.

Times

  • 4.00pm - 6.00pm (tea and coffee available on arrival)

Fee (incl GST)

In Short

  • $125 - NZLS members and Associate members
  • $175 - Non-members
  • Live web stream group pricing available! Click here

Do you want to register more than one person for this course? Click here
Download registration form

Auckland 26 March
Live Web Stream 26 March

Presenters

Tony Davis WEB EDIT Tony Davis
Director & Principal, Lyne Davis Opinion, Auckland

Tony is a director and principal of Lyne Davis Opinion with more than 20 years’ accounting and corporate finance experience. A significant portion of his time is spent on relationship property expert opinions including business and share valuations, economic disparity, bundle of rights and trust claims. Tony is an experienced expert witness in the areas of economic damages assessments, forensic accounting, valuation and other financial matters. He has regularly appeared as an expert witness in the High Court, Family Court and other tribunals. Tony has also presented and co-presented numerous valuation courses on behalf of the New Zealand Institute of Chartered Accountants (and now Chartered Accountants Australia and New Zealand) as part of its continuing education programme for members.


Robyn WEB EDIT Robyn von Keisenberg
Barrister, Wyndham Chambers, Auckland

Robyn is a family law specialist with over 30 years’ experience. She has developed a broad practice with special interest in relationship property and trust disputes; estate litigation and disputes involving capacity issues under mental health legislation and Protection of Personal Property Rights Act and other related elder law issues.

Robyn represents children in trust disputes, in estate litigation and under the Care of Children Act. She is a Deputy Convenor on the Mental Health Review Tribunal and is currently a committee member of the Medico-Legal Society.

Cancellation and refund policy

If written notice of cancellation of a registration arrives before the day of the seminar we will refund the registration fee, less an administration fee of $40. If you are unable to attend, you may send a substitute - to correctly assign CPD credit, CLE must be notified in advance. NZLS CLE Ltd reserves the right to cancel or reschedule seminars if necessary.

 
CONTACT
INQUIRIES
freephone (within NZ)
0800 333 111

EMAIL 
cle@lawyerseducation.co.nz

PHONE
04 472 7837

FAX
04 463 2986
 
ADDRESS
NZLS CLE Ltd
Law Society Building
26 Waring Taylor Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand