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Section | Family Law

Family Law Section Meeting (virtual)

What You Don’t Know Can Hurt You--How changing interest rates and other market forces impact divorce settlements

Speaker
Peter C. Turner | Bernstein Private Wealth Management
Ashley E. Velategui, CFA | Bernstein Private Wealth Management
James R. Ellis | Bernstein Private Wealth Management

Please Note: Later start time -- 2:30 PM

The MCBA Family Law Section announces their February virtual presentation, What You Don’t Know Can Hurt You--How changing interest rates and other market forces impact divorce settlements, to be held on Tuesday, February 25th at 2:30 PM.

Join us for a presentation highlighting the implications of changing market forces on divorce, including how changing interest rates effect the “present value” of lump sum spousal support payments and how inflation impacts the determination of how much is enough in settlement negotiation.

Zoom Webinar information will be sent after initial registration, 1 day and 1 hour prior to presentation.

***For those that are not able to attend but interested in the post-meeting recording, we require that you Register for the Event. Once the presentation is over, if the recording is adequate, we will send it to those that were not able to attend. If the recording is distorted and can not be viewed, MCBA will refund your registration fee. MCBA does not provide CLE for viewing recordings post presentation.***

Chelsea Heaney and Emily Lane
Co-Chairs, MCBA Family Law Section

MCBA IS AN APPROVED PROVIDER AND CERTIFIES THAT THIS ACTIVITY HAS BEEN APPROVED FOR MINIMUM CONTINUING EDUCATION CREDIT BY THE STATE BAR OF CALIFORNIA IN THE AMOUNT OF 1.0 HOUR TOWARDS GENERAL CLE CREDIT.

MCLE Notice: To receive MCLE credit, you must connect by digital device; i.e., tablet or computer. Call in by telephone only will not qualify. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. MCBA is a certified provider: Provider #411

Accessibility: People with disabilities and/or special requests should contact MCBA regarding reasonable accommodations.

If you wish to be removed from this distribution list at any time, please send your request to: events@marinbar.org

1.0 CLE | General

Contact

Denise Belli | Email
Julie Cervetto | Email

02/25/2025 2:30 PM 02/25/2025 3:30 PM America/Los_Angeles Family Law Section Meeting (virtual) What You Don’t Know Can Hurt You--How changing interest rates and other market forces impact divorce settlements Zoom Webinar, , , CA, Marin County Bar Association info@marinbar.org false MM/DD/YYYY

Registration

Member Registration

Non-member Registration

Registration ends Feb 25, 2025

Members: $ 30
Non-Members: $50

$20 for MCBA Family Law Section Members

Date and Location

Tuesday | February 25, 2025
2:30-3:30P

Zoom Webinar

Speaker Information

Peter C. Turner

Bernstein Private Wealth Management

Peter joined the firm in 1997 as a Financial Advisor and became a Principal in 2000. Based in the San Francisco office, he advises high-net-worth individuals regarding investment planning and management, working with them to arrive at a portfolio asset allocation that can maximize after-tax return at a controlled level of risk. Previously, he was a partner in the San Francisco law firm of Landels, Ripley & Diamond, LLP, representing both plaintiffs and defendants in a wide range of complex business litigation, including securities fraud, lender liability and contract disputes. Before that he was a law clerk to a US District Court judge. Turner earned a BA in economics from the University of California, Los Angeles, and a JD from the University of California, Berkeley. He is a member of the California State Bar Association, the Bar Association of San Francisco, the San Francisco Estate Planning Council and the Marin County Estate Planning Council, where he served on the board of directors from 2003 to 2006 and as its president in 2005.

Website

Ashley E. Velategui, CFA

Bernstein Private Wealth Management

Ashley is a National Director of Planning Research in Bernstein’s Investment and Wealth Strategies Group and is based in the firm’s Seattle office. She works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, philanthropy, diversification planning for holders of concentrated portfolios, and special needs planning. Ashley joined the firm in 2007 and began working with the Investment and Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming an Associate Director in 2014. She earned a BA, magna cum laude, in mathematics and economics from Whitman College and is a Chartered Financial Analyst charter holder.

Website

James R. Ellis

Bernstein Private Wealth Management

James is a Vice President and Wealth Advisor based out of Bernstein’s San Francisco office. He advises high-net-worth business owners, corporate executives, families and nonprofit organizations to help them make optimal investment decisions to meet their personal long-term goals. James leverages his relationships with Bernstein portfolio and wealth management specialists as well as other professional advisors (i.e., accountants, family law attorneys, estate attorneys, investment bankers) to provide holistic investment and planning advice during every phase of a client’s life. After joining the firm’s Washington, D.C. office in 2015 as a Private Client Associate, he served as a Client Advisor in both the D.C. and San Francisco markets. James graduated with a B.S. in economics from American University.

Website