Tracing Financial and Investment Accounts
Michael and Darlene (They're Back...) will review the key principles of tracing financial and investment accounts. They will review the various code sections, presumptions and case law as well as walk you through the mechanics of a tracing of both a financial account as well as a brokerage account.
NOTE: If you would like to view last year's program, click on the title: TRACING – Is what’s “MINE” really “OURS?
*All registrations are assumed to be remote unless otherwise stated. To reserve your seat for the in-person option, please contact Ann Horn at Ann@SonomaCountyBar.org or (707) 542-1190 ext. 100 to transfer your remote registration to in-person.
For the comfort of our guests, a limited number of in-person seats are available. If you wish to attend in-person, we suggest notifying our office at your earliest convenience to reserve your seat. Walk-ins will be admitted as space allows. In-person registrations expire at the start of the presentation. We do ask that you arrive promptly; otherwise your reserved seat may be given to a walk-in attendee. In-person reservations are non-refundable unless cancelled prior to 3 pm one business day prior to the presentation.
In-person will be at SCBA's new office location:
3035 Cleveland Ave., Second Floor
Santa Rosa, CA 95403
If you need assistance registering for this program, please email Reception@SonomaCountyBar.org and we will assist you as soon as possible.
CPA, ABV, CFF
Darlene has over 30 years of experience as an accountant and has worked in public accounting for the last 27. With an office in Santa Rosa, her practice is focused on providing forensic accounting analysis and services, with an emphasis on family law matters. In additional to her certification as a CPA, she is accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) by the AICPA.
Michael J. Fish
Merrill, Arnone & Jones LLP
Mr. Fish has earned an outstanding reputation as an attorney experienced in his litigation and transactional practice. He has counseled clients on matters as diverse as family law (divorce, child custody & support); real estate development; business entity formation, operation and termination; acquisitions and sales of businesses; and estate planning.
He is also well known for representing attorneys and clients and he is often sought after to serve as a court-qualified expert in attorney-client fee disputes.
He has served as a successful mediator and regular and successful settlement conference Judge Pro Tem in both family law and civil matters for over 25 years. In addition, he presides over numerous arbitrations and has trained arbitrators in almost every county in the state.
Mr. Fish is the current vice chairperson and former chairperson of the Sonoma County Bar Association Fee Arbitration Committee and the past chairperson of the Marin County Bar Association Client Relations Committee. He has served as Chair of the State Bar of California Mandatory Fee Arbitration Committee.
He currently serves on the Sonoma County Bar Association Family Law Education Committee. He is a former Trustee of the UC Hastings 1066 Foundation and is currently a Master with the Edward J. McFetridge American Inn of Court.
Mr. Fish is a sought-after speaker on numerous legal and humanitarian-related topics.
Mr. Fish is a graduate of University of California Hastings College of the Law in San Francisco and has been practicing in Marin and Sonoma Counties for over 40 years.