Financial Disclosures In Family Law Facilitator Classes.pdf

Welcome to the Financial Disclosures workshop. While waiting, watch on a computer, laptop, or tablet; mute audio; print class materials from the provided website; print and complete the "Property Worksheet"; and have a pen and paper ready. The workshop starts promptly at 10:30 a.m.
Slide 2: FINANCIAL DISCLOSURES, SANTA BARBARA COUNTY SUPERIOR COURT, FAMILY LAW FACILITATOR, Deborah K Mullin, J.D., © Santa Barbara Superior Court 2022.
Slide 3: FAMILY LAW FACILITATOR: Court attorney who can help you better represent yourself, available to either side, nothing is confidential, can help you with legal papers, can help you with service of the legal papers, can help with the filing of papers. FLF does not go to court with you, FLF does not represent you.
Slide 4: Why do financial disclosures? …because they are required under the law. YOUR GOAL? To get them done!
Slide 5: STEP 3B: Identify and solve your issues: Child custody and visitation, Child support, Spousal support, Division of property: Both assets and debts. For more information on ways to get orders regarding your issues, see the “Resolve Your Issues” handout from the Family Law Facilitator’s Office.
Slide 6: Pull that wagon to completion!
Slide 7: Financial Disclosure Goals: 1. Identify the existence of an asset or debt, and Identify. 2. Identify the true nature of the asset or debt as either separate or community property, and Identify. 3. Disclose your opinion regarding the value of each asset or debt—so that you can… Disclose. Use your disclosures as a springboard to begin discussion with your spouse about division Use.
Slide 8: OPTIONS FOR CREATING YOUR LEGAL PAPERS: California Courts Self-Help Center: Lots of Information and the free forms available that you complete on your own. Law Help Interactive: Free forms that you complete yourself by answering written interview questions. Guide and File: Answer online questions and automatically create the forms. File electronically or print and file on your own. Links: On the next page…
Slide 9: Websites to create the legal forms: California Courts Self-Help Center: Extensive information and free forms to complete on your own: https://selfhelp.courts.ca.gov/divorce. Law Help Interactive: By answering written interview questions, you complete legal forms for free: https://www.butte.courts.ca.gov/self-help/online-resources. Guide and File: Answer online questions on your own and your forms are created for free. You can then print the documents to serve and file or electronically file: www.guideandfile.com
Slide 10: Getting ready to do disclosures: Run a credit check to determine all your debt: www.annualcreditreport.com. Get copies of all your important financial papers: Tax returns, Pension/retirement plan statements, Paystubs, Credit card statements, Insurance information, Deeds, Mortgage statements, Bank statements, Car registrations, Investment account information.
Slide 11: “Property Worksheet” Page 1.
Slide 12: “Property Worksheet” Page 2.
Slide 13: DATE OF SEPARATION: Let’s see…. When did I know in my heart of hearts that our marriage was over? When did I communicate this to my spouse? When did we physically separate?
Slide 14: FL-140 Declaration of Disclosure.
Slide 15: FL-150 Income & Expense Declaration.