Attorney Services
Benefits of Working with Pacific Divorce Management
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Experienced and Internationally Recognized Professionals: Our staff currently serves on the board of; The Collaborative Family Law Group of San Diego, The Institute for Divorce Financial Analysts and The Collaborative Divorce Training Team. Our Directors are active members and former board members of the Financial Planning Association of San Diego and International Academy of Collaborative Professionals. Mr. Reckers is an active member of the San Diego County Bar Association Family Law Section. We have published professional papers in journals such as The Matrimonial Strategist. We are sought after speakers on the topics of Collaborative Divorce, Behavioral Finance, Financial Planning, Investment Management and Dispute Resolution. We are regularly sought for quotes in National Media outlets such as the Wall Street Journal.
State of the Art Financial Planning and Forecasting Tools: Accurate and comprehensive analysis tools at our fingertips including long term projections, retirement plan valuation, support scenario comparisons, and negotiation tools including California guidelines.
Cost Effective Client Relationships: The make-up of our staff allows us to incorporate multiple levels of hourly billing rates to help keep costs down.
Unbiased and Independent Analysis and Recommendations: Pacific Divorce Management provides an independent and unbiased view of the financial situation with no affiliation to product sales and no vested interest in any outcome.
Flexibility: We can work on behalf of one party as an expert witness in court proceedings either through the party themselves or though you as their attorney. We will work on behalf of one party in the role of advisor and help walk them through the financial options and analyze potential settlement options; this can be done either with or without an attorney present. We often work in various forms of Alternative Dispute Resolution; we have a trained Mediator on staff and can work as the neutral financial advisor to an attorney and parties involved in mediation. We can also work in concert with attorneys and mental health specialists though a growing movement known as Collaborative Divorce.
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Technical Skills and Experience Include
- Data gathering and preparation of net worth statements and monthly cash flow statements including fl-142 and fl-150
- Review and preparation of detailed Marital Standard of Living
- Hug/Nelson Stock Option Analysis
- Moore/Marsden, 2640, and other Separate versus Community Property forensic apportionment analysis
- Consultation regarding economic value of real property assets
- Watts, Epstien, and other Credit and Reimbursement tracing
- Time Rule Formula analysis
- Defined Benefit Plan Present Value Calculations
- Consultation regarding fiduciary duty of parties related to investment management decisions based on 25 years of professional fiduciary relationships and professional accreditation as Investment Fiduciary
- Analysis of economic value of dependency exemptions, tax credits, and filing status decisions
- Placement of Life Insurance as Security for Spousal and Child Support Obligations
- Consultation on deferred division of non-qualified accounts not subject to division by QDRO
- Alimony Recapture and Child Contingency rule analysis
- Income available for support calculations
- Lump sum alimony buy-out analysis
- Consultation on best practices for ensuring client follow up on MSA financial provisions such as beneficiary designation changes, account division and clean-up, etc…