|
|
|
Divorce Settlement Agreement Checklist If you are expecting a child or have children and you are getting a divorce/dissolution, use the following checklist of options to make sure your divorce/dissolution decree has provisions included which will protect your child’s future. Custody Arrangements: ? Sole Custody ? Children’s Rights ? Parent’s Rights ? Future Change in Circumstance Joint Custody ? Children’s Rights ? Parent’s Rights ? Guidelines for Parent’s ? Schedule ? Legal Residency ? Transportation ? Future Change in Circumstance Visitation ? Guidelines for Parent’s ? Schedule ? Transportation Interference Prohibitions ? Interference with Custody of child ? Interference by Parent with Parental Rights of Spouse Removal from State ? Prohibition Against Both Parents ? Prohibition Against Custodial Parent ? Child Removal Permission Child Support Length of Time to Pay ? Indefinite Term ? Limited Term ? Waiver for Income Tax Deduction Periodic Payments ? Collection through Income Withholding ? Posting of Bond to Ensure Payment Medical or Dental Expenses for Minor Children (uninsured) ? Ordinary Expenses ? Extraordinary Expenses Child over Age of Majority Arrearage of Record Alimony/Maintenance Length of Time to Pay ? Rehabilitative (set time limit or set circumstance such as until re-married) ? Indefinite Adjustments ? Automatic Increase/Reduction ? Automatic Cost of Living Increase ? Temporary Abatement ? Deferral of Payment ? Limitations Property Division Division of Property ? Real Estate ? Residence ? Other Real Estate ? Household Items and Personal Effects ? Deferred Compensation; pension, profit sharing, retirement plans ? Life Insurance ? Vehicles ? Cash and Deposit Accounts ? Stocks, Bonds, and Securities ? Business and Professional Interests ? Miscellaneous Assets ? Cash Settlement Payments ? Property not Subject to Division; marital property Sale of Property and Division of Proceeds Equal Division of Net Joint Assets and Joint debts Timing of Property Transfers Due to Tax Consideration Debts and Liabilities Current Responsibilities; hold harmless protection Future Responsibilities After-Acquired Debts Credit Cards and Charge Accounts Bankruptcy Protection Insurance Life Insurance; children and adult Health Insurance Conversion/Continuation; former spouse Other Insurance; health, accident, disability, vehicle, homeowners/renters, personal property and personal liability umbrella Taxes Dependency Exemptions (IRS automatically gives to custodial parent unless they sign a wavier giving the exemption to the non-custodial parent) Filing Joint and Combined Tax Return Cost of Tax Return Preparation Estimated Income Taxes Current Income Taxes Capital Gains Taxes Tax Refunds Tax Deficiency Assessments with Indemnification and Hold Harmless Tax Co-operation Future Exchange of Tax Returns Savings Clause; support set-off and other remedies for tax determination Miscellaneous Provisions Grounds Effect of Pre-existing premarital, post-marital and non-marital partnership agreement Nature of Agreement ? Voluntary Execution ? Complete Agreement Attorneys; advise and free ? Nature of Representation; one party only ? Advise rendered ? Fees and Disbursements ? Contribution by Other Party Financial Disclosure Covenants Execution of Documents Personal Restraining Provisions ? Personal freedoms ? Other Freedoms Legal Surname ? Resumption of Former Surname ? Assumption of New Surname Religious Dissolution or Annulment Dispute Settlement Procedures ? Direct Communications ? Mediation ? Arbitration Future Jurisdiction, Venue and Choice of Law Security Devices ? Life Insurance ? Life Insurance Trust ? Claims Against the Estate ? Signed Agreements of Income; in blank and unexecuted ? Security Interest for Payments ? Lien/Charge Against Real Estate |





Anthony G. Alessi, MD
Charles Glassman, MD
Dale Peterson, MD
Mache Seibel, MD
Peter Weiss, MD
Mitchell Yass, DPT
Dr. Howard Peiper
Dr. Mary Riggin
