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When

Tuesday, November 14, 2017 from 11:30 AM to 1:30 PM PST
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Where

The City Club 
155 Sansome Street
San Francisco, CA 94104
 

 
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Contact

Holly Wilkerson 
Executive Director
FPA of San Francisco 
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Email 
info@fpasf.org 
Website www.fpasf.org

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 THE CITY CLUB Meeting Details

Tuesday, November 14, 2017
11:30 am - 1:30 pm

Topic:
 Navigating the Divorce Process

Speaker(s):
Carolyn Helwick, Partner
Helwick Sevier LLP
 
Thank You to Our Meeting Partner:

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Thank You to Our Meeting Sponsor:

    

         


Program Description:
Join family law attorney, Carolyn Helwick, for a presentation on the legal and financial aspects of the divorce process. Attendees will learn the fundamentals of divorce including:
•    How does the court process work? 
•    What financial information is gathered? How are the financial aspects of the marital settlement
     agreement, spousal support and child support negotiated?
•    What are the deadlines and time horizon?
•    What are the alternatives to litigation?
•    How to make better decisions through a difficult process?

Attendees will leave with a better understand of what a client/prospect will encounter if they are divorcing. This will ultimately help financial advisors better serve their clients/prospects who are going through a divorce.

Speaker Bio:
Carolyn Helwick, Partner
Helwick Sevier LLP

Carrie is an experienced trial attorney and passionate advocate for her clients. She has extensive trial experience, with an impressive record in both trial and appellate courts, including the largest-known sanctions award in the State of California in a family law case.
 
In her practice, Carrie serves a broad spectrum of clients including successful business owners, entrepreneurs, physicians, distinguished attorneys, and full-time parents.  Carrie helps her clients navigate a complicated court process, developing a strategy, and leveraging experts as needed for complex financial and custody matters. 
 
In addition to her family law expertise, Carrie has a prosecutor’s background, and significant experience in civil litigation, juvenile dependency, and guardianship matters.

Representative Matters
•    Successfully negotiated the resolution of a complicated estate valued in excess of $25 million,
     complete with provisions for the liquidation of property and support, and division of substantial
     assets,investments, and venture capital partnership interests.
•    Achieved a significant upward modification of child support owed to the client based on the
     executive payor's stock awards and other non-cash compensation.
•    Successfully traced a decade-old, separate property claim, and obtained repayment of significant
     funds siphoned out of community bank accounts to an account held in the name of a third party.
•    Secured 11 findings of breaches of fiduciary duty against a party who fraudulently misrepresented
     the nature and extent of income and the estate.
•    Settled a custody and visitation dispute that had been in active litigation for years, granting
     additional parenting time to the client, and leveraging an alternative dispute resolution mechanism
      to keep the parties out of court.
•    Obtained orders in a complex dissolution matter permitting the client to move with the parties' child,
     and transferring venue to the new county of residence.
•    Established a permanent guardianship amidst a tri-state jurisdictional dispute, successfully
     opening and maintaining a case in the State of California to the benefit of the children and the
     guardians.
 
Professional and Community Contributions
Carrie serves as a Judge Pro Tem for the Santa Clara County Family Court, and previously facilitated Early Neutral Evaluations and acted as a court-appointed arbitrator. 

Carrie served as co-chair of the Women Lawyers Section of the Santa Clara County Bar Association and as the Local Affiliate to the California Women Lawyers state organization.
 
Carrie has been a Court Appointed Special Advocate (CASA) for foster youth through the Child Advocates volunteer program in San Mateo County since 2006.  She was also a member and leader of the Junior League of San Jose, and a member of the South Bay Young Professional Advisory Council for Make-A-Wish Greater Bay Area.
 
Awards and Honors
Martindale-Hubbell AV Preeminent Rated
Northern California Super Lawyers Rising Star, 2013 – 2017
Member of award winning team “The Best in Family Law,” The Recorder, 2009 – 2015
Fellow, The Tony Patiņo Fellowship

Admissions
State Bar of California
U.S. District Court, Northern District of California
 
Education
J.D., University of California, Hastings College of Law, 2007 (Family Law Concentration)
B.A., cum laude, University of California, Los Angeles, 2003

Meeting Agenda
11:30 am -12:00 pm - Registration & Networking
12:00 pm - 12:15 pm - Chapter & Sponsor Announcements and Lunch
12:15 pm - 1:30 pm - Speaker Presentation and Q & A
1:30 pm - Program Closes

Members Non-Members

Early Bird Registration
(Ends November 10, 2017)

$55 $80
Regular Registration (After November 10, 2017) $75 $100

 

 




You may still register online after November 10, 2017, however, you will be charged the Regular Registration price; online registration closes at midnight, November 12, 2017.

*This topic has been approved by the CFP Board for 1.0 hour of CE credit. 

Lisa Aliferis is the founding editor of KQED's State of Health blog. Since 2011, she's been writing stories and editing them for the site. Before taking up blogging, she toiled for many years producing health stories for television, including Dateline NBC and San Francisco's CBS affiliate, KPIX-TV. She also wrote a practical guide on the affordable care act titled Obamacare Explained – A Guide for Californians, produced by KQED News and The California Report. You can follow her on Twitter: @laliferis