Applying Facilitative mediation skills and techniques to those several issues of high asset individuals and married couples gong through divorce present an interesting challenge. This workshop intends to offer guidance, what the mediator needs to know, ask, and how to frame financial and property conflicts in order to assist high asset individuals develop a reasonable and equitable financial and/or real property settlement. Cultural issues aside for the moment, many high asset individuals residing in this tri-state region have business holdings and interests, real estate properties, bank accounts and financial interests across the USA and for that matter, the world.

The concept of "Money" means many different things to people, including high asset individuals and couples. Gender, age, culture also play a very significant role. For the mediator finding themselves participating in a high asset conflict, the question becomes, "What is this “thing” called money? Can you speak the "language" of money? What is the difference between money and currency. What is "Blockchain"? "Cryptocurrency"? "Arbitrage"? "DAPT or FAPT" and "Bridge Trusts? What are Stocks, Bonds, and Derivatives? As mediators, in order to communicate with this client we need to know how to speak the language of high asset individuals. You might find surprising this language applies to our personal finances as well: Annuities, Pension Plans, Mortgages, Auto Loans and Credit Cards. We have all heard of these things; many of us have these things. Have you read the fine print and footnotes?

This Workshop is an advanced Master Class for mediators practicing Facilitative and/or Evaluative mediation. You will have taken 40-hours of basic mediation and/or divorce mediation training. An advanced 20-hours training in property mediation would be very helpful although not required for this workshop. This workshop is recommended for those mediators interested in going to the next level: Mediating those higher asset cases.

Topics will include, but are not limited to:

1. Money as fungible, a store of value: Salt, spices, and gold
2. “Transactional” cash and electronic currencies: Bitcoin and blockchain-hybrid
3. Asset classes: Tangible and Intangible
4. Framing financial issues associated with Tangible assets
6. Framing financial issues associated with Intangible assets
7. Out-of-state and international asset holdings
8. Considering family owned business assets and values
9. Understanding Form 1040, Schedules E, D, and C
10. Investment fees, costs to carry, negative interest rates and the inheritance
11. Insurance and derivative financial assets
12. Understanding the estate plan and situational trusts: Special Needs, DAPT & FAPT
13. Understanding regulated pensions under ERISA, OPM, and the Military

Each 2-hour workshop will run on two consecutive days, two hours each day. With your registration materials will be handed out via e-mail. Please register at least 1 week prior to the start of class.

Class size is limited to 12 participants on a paid, first come first serve basis.

To guarantee a seat your registration and payment in full must be received at least two-weeks prior to the start of the first two-hour session.

Cost for the two sessions is $150.00 for MCDR members, $200.00 for non-members. Non-members will also receive with their paid registration a one-year membership in MCDR. A certificate for 4 hours of ADR related C.E. will be issued to participants at the end of the workshop.

This course is intended to satisfy continuing education requirements as set forth in MD Rule 17-205, Qualifications for Court Designated Mediators, (a) (5): Complete in each calendar year four hours of continuing mediation-related education in one or more of the topics set forth in Rule 17-104, (a) (b).

Please make your check out to Barry Weissman and mail to:

Barry Weissman

2 Canvasback Circle

Bridgeville DE 19933

Recently rtetired, Since 2008 Barry M. Weissman CDFA™, Certified Divorce Financial Analyst, has been Principal and Owner of Barry M. Weissman & Associates, d.b.a. The Financials of Divorce: Marriage and Family Mediation. For 30 years prior, Mr. Weissman was a fee-only financial advisor and estate planner. Prior to that Mr. Weissman was Series 7 licensed as a registered representative; his U-4 can be found on the SEC website. Mr. Weissman did not renew his Series 7 and license in Life & Health Insurance in the late 1980s. His C.V. is offered on LinkedIn where you are invited to connect.

Cancellations: A full refund will be made with one week's notice of your need to cancel. Please allow two weeks to receive your refund. E-Mail: Barry@FinanacialsofDivorce.com

For more information or if you have any questions please call: (314) 223-2661

Maryland Council for Dispute Resolution	10319 Westlake Drive, Suite 247	Bethesda, Maryland 20817
Professionals in Conflict Resolution		Send us an e-mail

MCDR is the oldest membership-based organization in Maryland dedicated to promoting the use of mediation and supporting

the mediation profession. We have a proud history of successfully advocating for allowing multiple professions to practice mediation,

halting attempts to restrict the practice some fifteen years ago. MCDR is the first organization to establish performance based criteria

now in use as a national model, part of an ongoing dialogue on quality assurance and mediator credentials.

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