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Collaborative Law—What is It, and Should I Consider Adding This to the Services I Offer?

 Collaborative Law—What is It, and Should I Consider Adding This to the Services I Offer?
CPE Credit

Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Overview
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Accounting
Item Number: 16PFFSD10B
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

The presenter will discuss the origin and current practice of collaborative law as an ADR method in matrimonial cases. The International Academy of Collaborative Practitioners (the IACP of which the presenter is a member) defines the basics of the collaborative divorce:

What is collaborative practice?

Collaborative practice is a voluntary dispute resolution process in which parties settle without resort to litigation.

In collaborative practice:

1. The parties sign a collaborative participation agreement describing the nature and scope of the matter;
2. The parties voluntarily disclose all information which is relevant and material to the matter that must be decided;
3. The parties agree to use good faith efforts in their negotiations to reach a mutually acceptable settlement;
4. Each party must be represented by a lawyer whose representation terminates upon the undertaking of any contested court proceeding;
5. The parties may engage mental health and financial professionals whose engagement terminates upon the undertaking of any contested court proceeding; and
6. The parties may jointly engage other experts as needed.

The presenter will discuss each of these six unique facets of the practice so attendees can make an informed decision about pursuing this niche.

Attendees will receive a variety of materials, including a copy of the NJ UFCLA, sample retainer letter, sample participation agreement, and a bibliography of materials for further research.

Learning Objectives:

After completing this webinar attendees will be able to:

- Apply a basic understanding of collaborative law including:
1. The mechanics of a case from start to finish
2. Communication modalities and protocols
3. Education and experience requirements
4. Who can serve on the “Team”
5. The “Team” process and where the financial neutral expert fits in
- Distinguish how the attorney's role differs from mediation, arbitration, or litigation
- Describe the many hats and roles the financial neutral plays in the process
- Evaluate if collaborative practice makes sense as a financial expert and as an individual. From a practice management perspective, the attendee can evaluate the pros and cons of collaborative practice for the firm or sole practitioner

Who Should Attend

Financial professionals


Jeffrey D. Urbach, CVA, CFE, CPA, ABV, CFF
Mr. Jeffrey D. Urbach graduated with an MBA in Professional Accounting from the Rutgers University Graduate School of Business in 1975. Mr. Urbach has spent all but two years of his professional career in public accounting. Early in his career, he worked for two years as an internal auditor at an international Fortune World 50 company. Between 1978 and 1985 he was a lecturer in Accounting at Rutgers University teaching all levels and manner of accounting classes. He founded his own CPA firm and left Rutgers to devote his attention full-time to the practice. In the early 1990s, he joined forces with Pamela Avraham, CPA, to form Urbach & Avraham, CPAS, LLP—now celebrating over twenty years in business. The firm is based in Edison, New Jersey.

Mr. Urbach has taught and previously developed courses for the National Association of Certified Valuators and Analysts™ (NACVA®) for many years. During his active teaching years, he won a dozen or so awards for teaching excellence. He has been published in several national professional magazines, contributed a chapter to the John Wiley & sons 2011 book Family Law Services Handbook: The Role of the Financial Expert, and was part of an elite hand-picked team which assisted NACVA in creating the official Body of Knowledge for the Matrimonial Section of the American Institute of Certified Public Accountants® (AICPA®) Certified in Financial Forensics (CFF®) program and exam.

He is a New Jersey Qualified Rule 1:40 Mediator (Economic Matters), and developed and teaches the financial/tax portion of the 40-hour New Jersey Association of Professional Mediators Family Mediation program.

Mr. Urbach is a trained Collaborative Law practitioner, founding member and Officer of the Mid-Jersey Collaborative Law Alliance, and has a permanent founding member seat with the New Jersey Council of Collaborative Practice Groups—the statewide umbrella organization for Collaborative practice groups in New Jersey.

He participated with an interdisciplinary group of practitioners and a lobbyist to successfully pass the New Jersey Uniform Family Collaborative Law Act (NJ UFCLA). He testified as a Financial Expert before the New Jersey Law Commission on the benefits of Collaborative Law as well as met with various state legislators.

In addition to maintaining his CPA license, Mr. Urbach has earned the Accredited in Business Valuation (ABV), and the CFF from the AICPA. He also holds a Certified Valuation Analyst® (CVA®) designation from NACVA and a Certified Fraud Examiner (CFE) from the Association of Certified Fraud Examiners. Finally, he holds a Certificate of Educational Achievement in Business Valuations from the AICPA, earned in 1994.