|
A |
Alimony and
Acknowledgement |
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| |
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| A-1 |
The Paradigms |
page 1 |
| A-2 |
Elements of a Mediated
Agreement |
page 2 |
| A-3 |
The Stages of Mediation |
page 3 |
| A-4 |
*Pre-Divorce Mediation
Agreement |
page 3a |
| A-5 |
Bibliography |
page 4 |
| A-6 |
Mediating Alimony: Twenty
Practical Tips |
page 5 |
| A-7 |
How to Offer the Opportunity
for Acknowledgement |
page 7 |
| A-8 |
Patterns and Interventions |
page 8 |
| A-9 |
“Implacable, Immutable, Inflexible,” from A
Guide to Divorce
Mediation, by Gary Friedman, pp. 115-145 |
page 9 |
| A-10 |
“Negotiating Alimony,” Chap. 12, from Getting Divorced
Without Ruining Your Life, by Sam
Margulies |
page 31 |
| A-11 |
The Process |
page 39 |
| A-12 |
Historical/Cultural Shifts & Sources of Data |
page 40 |
| A-13 |
Sample Alimony
Provisions (Lois Stovall) |
page 41 |
| A-14 |
Modifiable and Non-Modifiable Alimony Provisions
(Thomas Ries) |
page 55 |
| A-15 |
PowerPoint
Presentation |
page 67 |
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B |
Conflict, Negotiation and Paradigms |
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| |
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| B-1 |
Needs-Based Negotiation (based on Getting to Yes) |
page B-1 |
| B-2 |
Caucus |
page B-2 |
| B-3 |
Helpful Phrases
in Mediation |
page B-3 |
| B-4 |
Transformative
Mediation |
page B-4 |
| B-5 |
Baruch Bush & Joseph Folger, The Promise of Mediation |
page B-5 |
| B-6 |
Empowerment and
Recognition |
page B-6 |
| B-7 |
Why Send To
Lawyers, and What Do We Say When We do? |
page B-8 |
| B-8 |
“Negotiation as a
Healing Process,” Williams |
page B-9 |
| B-9 |
“Representing
Parties in Private Divorce Mediation,” Becker |
page B-13 |
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C |
Assets and Property Division |
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| |
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| C-1 |
Mediating
Property |
page C-1a |
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CA |
PROPERTY AND ASSETS |
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| |
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| C-1 |
Property Division
Outline |
page C-1 |
| C-2 |
*House Options |
page C-3 |
| C-3 |
*Assets and
Income Statement |
page C-4 |
| C-4 |
*Financial
Information and Income Statement |
page C-11 |
| C-5 |
*Business/Professional Information |
page C-16 |
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CB |
PENSIONS AND RETIREMENT |
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| C-6 |
Pensions |
Page C-19 |
| C-7 |
Options for
Pensions |
Page C-23 |
| C-9 |
Retirement Equity
Act of 1984 |
page C-24 |
| C-10 |
*PAC: Pension
Valuation; QDROs |
page C-27 |
| C-11 |
*Legal Economic
Evaluations, Inc.: Pension & Small Business Valuations |
page C-29 |
| C-12 |
*Your Pension Rights at Divorce |
page C-33 |
| C-13 |
Sample Pension
Statements (TIAA/CREF; TRS; Profit-Sharing Plan) |
page C-35 |
| C-14 |
*"A Guide for
Military Wives Facing Separation or Divorce" |
page C-43 |
| C-15 |
A Handbook for Attorneys on Court-ordered
Retirement, Health Benefits, and Life Insurance Under CSRS |
page C-44 |
| C-16 |
Social Security
and Divorce |
page C-45 |
| C-17 |
*Employee
Benefits & Retirement Forms |
page C-46 |
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CC |
TAXES |
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| C-18 |
Tax Issues |
page C-49 |
| C-19 |
*Form 8332:
Release of Claim to Exemption |
page C-52 |
| C-20 |
"Tax Information for Divorced or Separated Individuals,"Internal
Revenue Service, Form 504 |
page C-53 |
| C-21 |
Divorce Planner
Computer Model |
page C-78 |
| C-22 |
Divorce Planner
Order Form |
page C-79 |
| C-23 |
Divorce Planner
Example |
page C-80 |
| C-24 |
1997 Tax Reform
Provisions |
page C-85 |
| C-25 |
"Washington Gives
IRA Gift to Investors..." |
page C-87 |
| C-26 |
Taxpayer Relief
Act of 1997 |
page C-88 |
| C-27 |
Comparison of
Traditional IRA and Roth IRA |
page C-93 |
| C-28 |
Federal Tax Rates
(Divorce Planner) |
page C-94 |
| C-29 |
Child Tax Credit
(Divorce Planner) |
page C-99 |
| C-30 |
Alimony vs. Child
Support (Divorce Planner) |
page C-103 |
| C-31 |
Child Care Credit
& Earned Income Credit (Divorce Planner) |
page C-107 |
| C-32 |
Alternative
Minimum Tax (Divorce Planner) |
page C-110 |
| C-33 |
Alimony and Child
Support (Divorce Planner) |
page C-113 |
| C-34 |
Exemptions
(Divorce Planner) |
page C-116 |
| C-35 |
Housing Costs
(Divorce Planner) |
page C-118 |
| C-36 |
Property
Settlement (Divorce Planner) |
page C-119 |
| C-37 |
Sale of Principal
Residence (Divorce Planner) |
Page C-120 |
| C-38 |
Social Security
Benefits (Divorce Planner) |
Page C-121 |
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D |
Budgeting |
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| |
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| D-1 |
*Monthly Budget
of Expenses Form I |
page D-1 |
| D-2 |
The Budget:
Overview |
Page D-6 |
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E |
Spousal and Child Support |
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| E-1 |
Bibliography on
the Economics of Divorce |
page E-1 |
| E-2 |
Economics of
Divorce Charts |
page E-4 |
| E-3 |
Review of The Divorce Revolution (Hugh McIsaac) |
page E-9 |
| E-4 |
Health Insurance
Law |
page E-12 |
| E-5 |
Portability Health Insurance Law (HIPAA) |
page E-14 |
| E-6 |
Qualified Medical Child Support Orders (QMCSOs) |
page E-16 |
| E-7 |
*Child Support
Check List |
page E-23 |
| E-8 |
College Financial
Aid |
page E-24 |
| E-9 |
Smart Choices:
the 529 Plans |
page E-26 |
| E-10 |
Saving for
College |
page E-27 |
| E-11 |
New Tax Law's
Impact on College Costs |
page E-31 |
| E-12 |
Sample Agreements
Regarding College |
page E-32 |
| E-13 |
Health Insurance
Coverage When You Change Jobs |
page E-34 |
| E-14 |
College Aid You
Don’t Repay |
page E-35 |
| E-15 |
Borrowing 101 |
page E-36 |
| E-16 |
Public
Universities Raise Tuition, Fees – and Ire |
page E-37 |
| E-17 |
Summary of Higher Education Provisions in the Economic
Growth and tax Relief Reconciliation Act of 2001 |
page E-39 |
| E-18 |
Let the New Tax
Law Cut Your School Bills |
page E-41 |
| E-19 |
Sample Child
Support Provisions (Lois Stovall) |
page E-43 |
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F |
Stock Options |
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| F-1 |
“Stock Options in Divorce,” Scott Strickler |
page F-1 |
| F-2 |
Glossary of Terms
Re. Stock Options |
page F-11 |
| F-3 |
What is the Future Worth? Determining the Value of Stock
Options |
page F-28 |
| F-4 |
Stock Option Splitsville: Compensation Takes Prominent
Role in Divorce Court |
page F-31 |
| F-5 |
Stock Option
Blues: Slide Leaves Only Big Tax Bill |
page F-32a |
| F-6 |
Optionaires,
beware! |
page F-33 |
| F-7 |
Stock Options as
Income, Vincent Wills |
page F-35 |
| F-8 |
Practice Pointers
Regarding Stock Options |
page F-36 |
| F-9 |
Kenton v. Kenton |
page F-37 |
| F-10 |
Kerr v. Kerr |
page F-41 |
| F-11 |
Campbell and
Campbell |
page F-45 |
| F-12 |
Stock Options and
Divorce |
page F-47 |
| F-13 |
Stock Options and
the Alternative Minimum Tax (AMT) |
page F-49 |
| F-14 |
Stock Option Path
to Riches – Part 2 |
page F-53 |
| F-15 |
Sample Statement |
page F-57 |
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G
|
Drafting the Memorandum of Understanding |
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| G-1 |
*Cover Letter to
Attorneys |
page G-1 |
| G-2 |
Sample Memorandum of Agreement--Zoub |
page G-2 |
| G-3 |
Sample Memorandum
of Agreement--Schneider |
page G-17 |
| G-4 |
Sample Memorandum of Agreement--Zumeta |
page G-32 |
| G-5 |
Court Model
Agreement (Jacobson)--Schneider |
page G-44 |
| G-6 |
Court Model Agreement (Nadick)--Schneider |
page G-45 |
| G-7 |
Court Model
Agreement (Gonzales)--Schneider |
page G-49 |
| G-8 |
AFM: Sample
Guideline Standard MOA |
page G-55 |
| G-9 |
ABA Section of Dispute Resolution's Draft Resolution on
Mediation and The Unauthorized Practice of Law |
page G-63 |
| G-10 |
"Mediation and the Unauthorized Practice of Law," by
David Hoffman and Natasha A. Affolder |
page G-67 |
| G-11 |
“Resolution on Mediation and the Unauthorized Practice of
Law,” ABA Section on Dispute Resolution |
page G-72 |
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H |
Pensions and Annuities |
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| |
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| H-1 |
“Answering the
Critics: Buying Annuities Makes Sense, But Avoid These Traps” |
page H-1 |
| H-2 |
“Lifetime Annuity
Payments Shrink” |
page H-2 |
| H-3 |
“The Pension
Chasm” |
page H-3 |
| H-4 |
“More Employees
on Their Own |
page H-5 |
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I
|
Creative Settlement
Strategies |
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| |
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| I-1 |
Alimony for child
support |
page I-1 |
| I-2 |
The flip-flop
proposal |
page I-13 |
| I-3 |
The
alimony/incentive to work proposal |
page I-15 |
| I-4 |
Getting money out
of defined contribution plan |
page I-17 |
| I-5 |
Distribution
options for patent royalties |
page I-20 |
| I-6 |
“Lesterized”
support |
page I-22 |
| I-7 |
Equal division? |
page I-29 |
| I-8 |
Survivor annuity? |
page I-31 |
| I-9 |
The advantage of
death over divorce |
page I-39 |
| I-10 |
The transfer of
stock options in divorce |
page I-41 |
| I-11 |
Dependency
exemption- to transfer or not? |
page I-48 |
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J
|
Apology in Mediation |
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| |
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| J-1 |
“What it Means to Be Sorry: The Power of Apology in
Mediation,” Schneider |
page J-1 |
| J-2 |
Power Point |
page J-10 |
| J-3 |
“Go Ahead, Say You’re Sorry,” Aaron Lazare |
page J-13 |
| J-4 |
“What makes an
apology work |
page J-18 |
| J-5 |
Apology
Bibliography |
page J-19 |
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K |
Mediation, Domestic Relations law, and the Courts in Maryland |
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| K-1 |
Domestic
Relations Law: Section 7: Grounds |
page K-1 |
| K-2 |
Domestic
Relations Law: Section 8: Property |
page K-5 |
| K-3 |
Domestic
Relations Law: Section 9: Custody. |
page K-14 |
| K-4 |
Domestic
Relations Law: Section 11: Alimony |
page K-23 |
| K-5 |
Domestic
Relations Law: Section 12: Child Support |
page K-30 |
| K-6 |
Montgomery County
Mediation Forms |
page K-93 |
| K-7 |
Washington-Area
Mediation Programs |
page K-113 |
| K-8 |
Maryland Court of Appeals Rule 17 on Mediator Qualifications,
Training, Application, Fees, etc. |
page K-118 |
| K-9 |
Maryland Administrative Office of the Courts Application
to be Listed for Designation as a Mediator. |
page K-134 |
| K-10 |
SASI-CALC
(Support Analysis Software, Inc.) |
page K-167 |
| K-11 |
SASI-CALC:
Maryland Shared Custody Work Sheet |
page K-171 |
