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Part II: Financial Neutrals

The Collaborative Practice of Law in Family Cases. Part II: Financial Neutrals . Adam T. Magill, MBA, AVA, CBA. agenda. what is a financial neutral? w hat is the role of a financial neutral? getting financial records w orking with the parties presenting your findings at the meetings.

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Part II: Financial Neutrals

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  1. The Collaborative Practice of Law in Family Cases Part II:Financial Neutrals Adam T. Magill, MBA, AVA, CBA

  2. agenda what is a financial neutral? what is the role of a financial neutral? getting financial records working with the parties presenting your findings at the meetings

  3. Neutral expert with knowledge of the financial aspects particular to divorce. 1. what is a financial neutral? “This professional acts as a neutral party who assists both spouses in gathering all the financial information about the couple or family in a supportive and nurturing environment.” International Academy of Collaborative Professionals (IACP)

  4. 1. what is a financial neutral?

  5. 2. what is the role of a financial neutral?

  6. 2. what is the role of a financial neutral? Information gathering • Mandatory disclosure • Financial affidavits • Income analysis • Budgets / standard of living • Alimony / tax calculations • Child support calculations • Meeting note taking Expert / strategy • Provide additional expert services • Coordinate or be liaison for outside financial services • Real estate appraisals • Business valuations • Forensic analysis • Private investigations • Strategic analyses

  7. 3. getting financial records

  8. 3. getting financial records

  9. 3. getting financial records Releases from/for… • CPAs • Financial advisors • Insurance agents • Brokers • Credit reports • Tax returns (direct from IRS) • Social security reports Outside services… • Real estate appraisals • Business valuations • Forensic analysis • Personal property appraisers • Brokers • Financial planners • Private investigators

  10. 4. working with the parties

  11. 4. working with the parties

  12. 5. presenting your findings at the meetings

  13. 5. presenting your findings at the meetings

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