Documenting “The Plan” for Family Law Clients – Part 2
- At December 02, 2025
- By Miles Mason
- In Divorce Tips, Family Law
0
https://youtu.be/3avOnkID6ww?si=3RHT58B1aaFFIKf3Video can’t be loaded because JavaScript is disabled: Documenting “The Plan” for Family Law Clients – Part 2 (https://youtu.be/3avOnkID6ww?si=3RHT58B1aaFFIKf3) Miles Mason, Sr. writes letters to clients documenting and listing objectives and describing the overall process. What comes next at each stage? Covering the big picture to reduce stress. This helps when clients forget the plan.
Read More»Writing “The Plan” for Family Law Clients
- At December 01, 2025
- By Miles Mason
- In Divorce Tips, Family Law
0
Miles Mason, Sr. talks learning modes and why lawyers should write out “The Plan” for clients. The process and strategies. People learn differently. Share knowledge for the visual, auditory, and kinesthetic staff members, with examples. Clients can refer to this when they forget “The Plan.”
Read More»In Person v. Zoom v. Call v. eMail: Talking to Your Divorce Lawyer
- At November 24, 2025
- By Miles Mason
- In Divorce Tips, Family Law
0
https://youtube.com/shorts/2ASfa8ejark?si=fKe_XFiTXthBaOd4Video can’t be loaded because JavaScript is disabled: In Person v. Zoom v. Call v. eMail: Talking to Your Divorce Lawyer (https://youtube.com/shorts/2ASfa8ejark?si=fKe_XFiTXthBaOd4) In Person v. Zoom v. Call v. eMail: Talking to Your Divorce Lawyer. Miles Mason, Sr. prefers in person meetings for all important and confidential discussions. Interruptions are death to productivity. Let’s schedule […]
Read More»Anne Hamer Authors “Fearless Freedom”
- At December 10, 2023
- By Miles Mason
- In Divorce Tips, Family Law, News
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Fearless Freedom isn’t just a divorce guide; it’s an unwavering ally through a tumultuous season of life, a touchstone to keep you focused and on track. Anne’s warmth & wisdom set the stage to reclaim and retain control over your future. Anne Hamer is a seasoned divorce attorney who has navigated the legal complexities and […]
Read More»Financial Experts Get Divorces Settled with Reports
In divorces, a well-crafted and thoughtful business valuation or forensic accounting report, can result in very favorable settlements. https://youtu.be/TL856hK7r6I?si=oAQxfFWXy5EnINDYVideo can’t be loaded because JavaScript is disabled: Forensic Accountants Get Divorces Settled with Reports (https://youtu.be/TL856hK7r6I?si=oAQxfFWXy5EnINDY) For CPE credit to view this presentation and others from this conference, click here: 2023 FORENSIC & VALUATION SERVICES CONFERENCE BUNDLE. […]
Read More»Subpoena Process: Business Valuation in Divorce
In divorces with business valuations, why issue formal discovery (interrogatories and requests for production of documents) and subpoenas? Is this not duplicative? Not if the judge later says you should have issued a subpoena to the business for the records. For CPE credit to view this presentation and others from this conference, click here: 2023 […]
Read More»Family Lawyers Don’t Know What They Don’t Know | Business Valuation & Divorce
Why forensic accountants and business valuation expert witnesses must teach family lawyers what they don’t know. Family lawyers don’t always know what they need to ask. Mason offers his thoughts and comments. For CPE credit to view this presentation and others from this conference, click here: 2023 FORENSIC & VALUATION SERVICES CONFERENCE BUNDLE. Why attorneys […]
Read More»Business Valuation Experts, Discovery & General Ledgers
Business valuation experts know they need general ledgers. But do family lawyers and judges even know what general ledgers are? Mason describes some of the challenges he has experienced. For CPE credit to view this presentation and others from this conference, click here: 2023 FORENSIC & VALUATION SERVICES CONFERENCE BUNDLE. Experiences that can expedite and […]
Read More»Motions to Compel Discovery & General Ledgers in Divorces w/ Business Valuations
In divorces with business valuations, some family lawyers wait too long to begin or enforce the discovery process. In order to do their work, forensic accountants and business valuation experts need the documents. Duh. For CPE credit to view this presentation and others from this conference, click here: 2023 FORENSIC & VALUATION SERVICES CONFERENCE BUNDLE. […]
Read More»Financial Expert Witness “Beauty Contests”
Sometimes a business valuation or forensic accounting engagement comes down to the experience, skill, likeability and reputation of the particular expert witness and not who is right or wrong. For CPE credit to view this presentation and others from this conference, click here: 2023 FORENSIC & VALUATION SERVICES CONFERENCE BUNDLE. Experts can’t help if they […]
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