California Lawyers Association
Family Law Section
Mortgage Financing Strategies in Divorce
| Credit(s): |
1 Legal Specialization in Family Law
1 Participatory MCLE Credits
|
| Course Number: |
FL_9-20-18 |
| Original Program Date: |
September 20, 2018 |
| Duration: |
1 hour |
| Access: |
Available for 3 months after purchase |
| Date: |
September 20, 2018
12:00 PM - 1:00 PM (Pacific) |
Description
This webinar addresses key mortgage considerations during divorce, characteristics of divorce specific lender guidelines, and loan approval strategies to help your clients obtain financing. Ross and Jason will provide guidance on topics such as:
• Identify the 3 primary loan buckets and key distinctions
• Implications of recent tax reform
• How support structuring impacts loan qualification and the ‘qualified borrower’
• Case studies highlighting strategies for navigating lender requirements and utilizing the mortgage as a settlement tool
• Marital Settlement Agreement language to ensure successful financing
Faculty
Jason Crowley
Jason Crowley, CFA, CFP®, CDFA® is a founding partner at Divorce Capital Planning, which specializes in divorce financial planning. He is also a co-founder of Divorce Mortgage Advisors and founder of Survive Divorce. A leading authority in divorce finance, Jason has been featured in the Wall Street Journal, Forbes, and other major media outlets. Jason has the distinction of being one of the select few financial professionals who holds the Chartered Financial Analyst, Certified Financial Planner, and Certified Divorce Financial Analyst credentials. Jason graduated summa cum laude from the University of California, Santa Barbara with a B.A in Business Economics and Accounting.
Ross Garcia
Ross Garcia, CDLP is a partner and broker at PREI Capital Group and founder of Divorce Mortgage Advisors (www.divorcemortgageadvisors.com). Ross is a member of the Forbes Finance Council and a frequent contributor to Forbes. Ross is also a Certified Divorce Lending Professional, is well versed in navigating complex divorce scenarios which require specifically structured financing. He graduated from the University of California, Santa Barbara with a B.A. in Business Economics.
Leena S. Hingnikar, Moderator
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