Collaborative Practice Archives | Collaborative Law Institute

Topic Title: Financial Fluency for Family Lawyers: Retirement Projections, Tax Planning and More
Date: Thursday, October 3, 2024
Time:
11:30 AM Attendees login
11:40 AM Welcome and introductions
11:45 AM Presentation begins
1:00 PM Presentation end
Location: Zoom.
Link will be provided in the confirmation email once you are registered.
Description: By popular demand, this is a repeat of the presentation first offered on June 6.
This fast-moving session will help you gain insights into the current market landscape, including election year influences, and provide strategies for handling market volatility. We’ll explore behavioral finance and its impact on decision-making during divorce. Elevate your comprehension of long-term retirement projections, including social security and considerations for longevity. And we’ll cover top hits on maximizing assets through effective tax planning.
Speakers:
Amy J. Wolff, CFP®, CDFA®
Chad Olson, CFP®, CDFA®
AJW Financial | www.ajwfinancial.com
CE Credits: 1.25 CLE credits PENDING
Cost:
CLI Members: $25.00
Non CLI Members: $45.00
CLI Student & Emeritus members, and CLI Sponsors No charge

Who Should Attend: CLI Members, Family Law Professionals
Educational Level: Overview
Training Committee Chairs:
Louise Livesay-Al | louise@livesaylawoffice.com
Rebecca Randen | rebecca@randenlaw.com
For questions on registration contact: Sandy Beeson: cli@collaborativlaw.org

Title: CLI Summer Social – Mississippi River Boat Cruise
Date: Wednesday, July 17, 2024
Time: 5:30 PM – 9:00 PM
Location:
The Boat: Magnolia Blossom Cruises
2500 Crosby Farm Road, St Paul, MN 55116
Parking: Public Parking is available at the site. When you pull into the marina, you and your guests will park in the parking lot and walk through the gate, the boat is located slightly to the right. The Magnolia Blossom is the only commercial boat in the marina.
Boarding: Starts at 5:30pm. The boat will depart promptly at 6pm.
Registration Fee: $45
CLI Emeritus & Student Members: $25
Sponsors per benefit package
Menu: Firecracker chicken skewers, BBQ meatballs, jumbo shrimp with cocktail sauce, fresh vegetables, chicken salad, artisan cheeses wit crackers, bruschetta. Cash Bar.
Who Should Attend: CLI members, family, and guests.
Social Committee Chairs:
Brian Burns | brian@mnrelationshiprepair.com
Brett Leschinsky| Brett@mortgageforest.com

For questions on registration contact: Sandy Beeson: cli@collaborativlaw.org

CLI MN Member Social Sponsors
Brittany Pearson | Pearson Family Law PLLC
Rebecca Randen | RANDEN, CHAKIROV & GROTKIN LLC
Katrina Viegas | Beaumier Trogdon Orman Hurd & Viegas PLLP
Amy Wolff | AJW Financial, Inc.

Thank you to our Annual Partner Sponsors for their continuing support of CLI!

Forum Registration

Every December our Collaborative community has a wonderful opportunity to gather for our Annual Forum.
The Forum is a time and place to connect with colleagues, become informed and educated about important professional topics, regenerate our passion and enthusiasm for our Collaborative work, and have fun!
You won’t want to miss this opportunity. We so look forward to seeing you and hope you will join us!

Event Details:
What: CLI Minnesota Forum 2023
Theme: Creativity in Collaborative Practice
Dates & Times:
Thursday, December 7, 2023
8:30 AM – 4:15 PM Educational sessions, time with exhibitors
3:15 PM Special Breakout session for students and non-member professionals to learn more about Collaborative Practice.
4:15 PM Happy Hour
6:00 PM Dinner
7:30 PM AJW Fun Factor
Friday, December 8, 2023
8:30 AM – 12:00 PM Annual Meeting, educational sessions
Full Agenda: Click here
Location: InterContinental Saint Paul Riverfront Hotel |11Kellogg Blvd. East, Saint Paul, MN 55101
Menu:
BREAKFAST BOTH DAYS: Continental
LUNCH THURSDAY: Sandwich Shop Buffet:
DESSERT BUFFET: Cookies and bars
HAPPY HOUR APPETIZERS and CASH BAR
DINNER: Baby Beet and Arugula Salad with Candied Walnuts: Creamy Goat Cheese, Citrus, Orange-Vanilla Vinaigrette.
Choice of:
Sautéed Salmon | Paella Rice, Meyer Lemon Sabayon
Seared Chicken | Natural Pan Sauce, Smoked Gouda Mashed Potato
Butternut Squash Ravioli | Mascarpone Sage Cream Sauce, Sauteed Spinach, Balsamic Reduction
Dessert: Lemon Tart
Cost:
CLI members must login to their online account to receive member pricing.

ALL PACKAGES WITH HOTEL ROOMS ARE SOLD OUT.
PLEASE REGISTER WITOUT HOTEL AND CONTACT THE HOTEL DIRECTLY FOR AVAILABILITY OF A ROOM.

Both Days, with overnight, with dinner: SOLD OUT

Both days, no overnight, with dinner:
Includes both Thursday & Friday
Includes Thursday Lunch & Dinner
Includes Thursday Evening Entertainment
Member: $375
Non-member: $450

Both days, no overnight, no dinner:
Includes both Thursday & Friday
Includes Thursday Lunch
Includes Thursday Evening Entertainment
Member: $350
Non-member: $425

Thursday only, with overnight, with dinner: SOLD OUT

Thursday only, no overnight, with dinner:
Includes Thursday
Includes Thursday Lunch & Dinner
Includes Thursday Evening Entertainment
Member: $225
Non-member: $300

Thursday only, no overnight, no dinner:
Includes Thursday
Includes Thursday lunch
Member: $175
Non-member: $250

Thursday dinner only
Member: $50
Non-member: $75

Friday Only:
Includes Friday
Member: $100
Non-member: $175

Continuing Education: (See agenda for specific credits)
CLE: Standard (X) credits pending
LMFT & MN Board of Psychology: Standard credits (X) pending
LICSW & ADR: A self-filing certificate will be provided (X possible)

Special Breakout Session for Students and Family Law Professionals
Thursday 3:15 PM | CLICK HERE TO RSVP FOR THIS SESSION ONLY
A special opportunity for Students and non-member professionals interested in learning about Collaborative Practice.
Registrants for this special session are invited to stay for the networking happy hour following the informational session, and for the add-on cost of $30, stay for dinner.
Cost for Students and non-CLI member professionals to attend the
3:15 PM Breakout Session:
Attend the 3:15 Breakout Session & happy hour: $0
Dinner add-on: $30

Deadlines, Cancellations, Parking:
-Deadline for registration with a hotel room is November 24.
-We can only guarantee an overnight room at the Hotel for the first 35 registrants, so please register EARLY!
-The deadline for Forum registration without a hotel is November 28.
-Refunds for Forum registration cancellation will be processed if notice of cancellation is received on or before November 17.
-While the room rate is included in the Forum attendance fee, attendees will be responsible for incidental charges to their reserved room.
-Hotel check-in is 3PM. Luggage may be checked with the valet.
-Check-out time is 11AM.
-Parking: Parking is available through the valet service at prevailing rates or nearby surface lots.

Agenda: Click here
Sponsorship Packages available Click here

Sponsors Supporting the CLI Mission and Forum 2023
Annual Platinum Partner
Rainbow Mortgage, Inc. www.rainbowmortgageinc.com | Dave Jamison

Annual Gold Partners
OurFamilyWizard www.ourfamilywizard.com | Racheal Howitz

Keller Williams Integrity Realty www.pickle.properties | Lisa Proechel

The Prudden Company www.pruddencompany.com | Amber Tyrrell

Annual Silver Sponsors
Baker Vicchiollo Law LLC www.mnlaw.us | Jolene Baker Vicchiollo

CrossCountry Mortgage, LLC www.crosscountrymortgage.com/brett-leschinsky Brett Leschinsky

Edina Realty www.edinarealty.com/jennifer-morris-realtor# | Jennifer Morris

Sponsors Supporting the Forum 2023

Forum Breakfast Sponsor
The Katallasso Group www.thekatallassogroup.com | Lisa Welter

Forum Lunch Sponsor
Cultivating Joy www.cultivatingjoycoach.com | Jillian Lydell

Forum Dessert Sponsor
Family Law Software www.familylawsoftware.com| Nancy Shafer

Forum Charging Station
Alerus Mortgage www.RandiLivon.com | Randi Livon

Forum Materials Packet
Lear Appraisals, LLC learappraisals@popp.net | Bob Lear

Forum Happy Hour Sponsor
Thomson Reuters www.ThomsonReuters.com | Ryan Tauer & Steve Stauff

Forum Evening Social Sponsor
AJW Financial, Inc. www.ajwfinancial.com | Amy Wolff

This Course is revolutionary training to stabilize the inner aspects of collaboration. If and when a participant “understands’ and is willing to make the non-dual paradigm shift, universal love is naturally always present for them for collaborative work without effort to maintain it. This inner power of love works then with the outer aspects of collaboration to enhance collaborative practice for the clients. Details and registration at Click here

June 15, 2018

Have you ever wondered about how to do something that felt daunting but maybe not super complicated (baking a perfect soufflé, building a patio, learning to golf) and decided to follow the advice to “Just look on YouTube!” So you find several videos on YouTube, select the one in your language, and set off to do this thing on your own. How difficult could it be? The Catch: It’s generally harder than it looks on YouTube Those demonstrations are done by people with lots of experience and expertise, who make it seem effortless. And this will be the first time you’re doing this. Perhaps all will go well, but if it does not, your understandable reactions could include: “Why didn’t anybody tell me soufflés need different baking times and temperatures at different altitudes! How many times will I have to experiment to get this right?” “What am I supposed to do now? I hit a big tree root while digging the patio foundation?” “Golf has a lot of moving parts! I really do need lessons.” Because we don’t know what we don’t know, getting the right kind of specialized or expert help at the beginning of a project can be very valuable, can save time and expense and will help prevent frustration and anxiety. What Does this Have to do with Divorce? When ending a marriage, many couples hope to minimize conflict, expense and time by choosing an uncontested divorce process. These range from DIY divorces using down-loadable forms to hiring professionals who do alternative or out-of-court dispute resolution. I am one of those professionals, a neutral child specialist who assists parents and children in a variety of ways during the transition from marriage to getting unmarried. Though I can work with any process, I often work on Collaborative Practice teams offering respectful, out of court, problem solving support for the legal, financial, relationship and parenting issues that are part of a divorce. Those of us doing this work know that there can be complications, unexpected issues, lots of moving parts, and pieces of information not necessarily available to the general public about how laws work. We especially like to help families at the beginning, to set people up for success. I know there are many couples who do not need or want professional services to have a respectful and equitable divorce, and I wish them all the best! But if it becomes more complicated than it appeared on YouTube, please do not hesitate to call.

August 1, 2016

While researching for this post, I came across a number of divorce-related blogs. The blog medium provides an efficient and concise opportunity to share information and educate the public. This blog focuses on the collaborative process — where clients commit to an out-of-court, non–adversarial process. Here are some other blogs that may provide additional information as you navigate the divorce process:

Jeff Landers writes in Forbes Magazine about complex financial issues that women face in divorce. He is a Certified Divorce Financial Planner who has extensive experience with high asset divorces. His blog is informative and financially savvy.
Divorced Girl Smiling is a personal blog written by a woman during – and now after her divorce. It is a personal account of her experience, as well as a gathering of resources for others who may be going through the same thing. The archived blogs provide a great path through the litigation process, and provides some insight into why a non-adversarial approach may be better.

However you choose to get advice, being armed with information and prepared for the process can help you feel confident and ready for the transitions that come with divorce. There is a lot of information available online, if you know where to find it.

March 23, 2016

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In an election year, we are exposed to an abundance of rhetoric. As candidates debate and advertise to convince people to vote for them, I listen for words reflecting respect, dignity, the ability to listen deeply and the capacity to work effectively with those who may hold different beliefs. High conflict resulting in governmental gridlock puts people at risk, especially those who are most vulnerable. Yet listening to potential leaders, I hear repeated versions of “I will never compromise.” Though this may be intended to project strength and resolution, does it not also sound rigid and contentious? What human values does this type of rhetoric represent? How expensive in time, money and emotional resources does endless gridlock become for the people depending on resolution? Divorcing parents are faced with the necessity to make many decisions affecting the future of their family. Their children are the most vulnerable family members, counting on their parents to work things out. What happens to children when their parents disagree and then refuse to compromise? When parents become rigid and disrespectful of each other, how does the ensuing gridlock impact their children? How expensive in time, money and emotional resources does this process become? Collaborative Practice is a method of alternative dispute resolution incorporating the values of respect, honesty and fairness. From the beginning of the process, clients are supported by their attorneys and by neutral professionals on their team to engage in interest-based negotiation to ensure both parents’ true concerns are heard, rather than positional negotiation that can easily lead to heightened conflict and expensive gridlock. For more information about how Collaborative Practice might work for your family, please check out the website of the Collaborative Law Institute of Minnesota.

February 16, 2016

In the Twin Cities, many family law attorneys offer a free consultation to learn about your options. This is a time to meet your potential new attorney and ask your questions. The consultation can serve three main purposes. First, you can learn about your divorce options. There are four general processes for divorce:

pro se/unrepresented where you go through the process without legal guidance;
mediation where a neutral third party helps you come up with the agreements;
collaborative divorce where both parties commit to a respectful out of court process with lawyers and other professionals guiding the process; and
litigation, the court-based traditional process. A good consultation should educate you on all of these options.

Second, the consultation allows you to learn some basic information about the issues in a divorce. The attorney can discuss the main legal issues that need to be decided during a case – such as child custody, parenting time, spousal maintenance, or property division. Clients often have specific questions about these categories and what may or may not be relevant to their situation. Third, the consultation allows you to get to know someone and see if it is a good fit for legal work. One of the most important aspects of a consultation is the opportunity for you to meet a potential attorney and see if you will be comfortable working with them. Your attorney is your guide. You may cry or express anger in front of this person – you need to feel comfortable doing so. In addition to legal adeptness and zealous advocacy, you also must be comfortable and trust your attorney. This is perhaps the most important element of the relationship. You should know that when you are just meeting an attorney for a consultation, the attorney cannot give you legal advice or answer legal questions with certainty. Because the consulting attorney does not have a client relationship, you and your spouse could meet with the attorney together. This is often a good way for you both to hear information together. When you receive the same message, you often feel less adversarial and more like you are both seeking a guide for the process. Please contact a collaborative attorney for a free consultation to learn more about your options.

November 5, 2015

An amicable separation and divorce can sometimes become strained when new relationships start. New significant others often cause new emotional reactions that can subsequently impact parenting. In order to preemptively address the problems that can arise when new relationships start, in collaborative divorce, we often come up with parameters to address significant others. Here are some potential options to consider when thinking about agreements on significant others. Any or all may be included in a parenting plan.

One option is to not allow the children to be introduced to any significant others without agreement of the other parent.
Sometimes parents like to have a period of time (such as six months or one year) after the divorce is final when no significant other shall be introduced to the children.
An introduction to a significant other may only occur when a neutral parenting expert (such as a child specialist in the collaborative divorce process) recommends that it is appropriate to do so.
Parents often keep some aspirational language in the decree such as: “Both parents understand that it is in the best interest of the children to support the children’s relationship with any long-term significant other of the other parent and shall make all reasonable efforts to do so.”

There are a number of ways to address significant others in the parenting plan. Indeed, some work on the front end, can help prevent significant stress and strain later. Talk to a collaborative professional to learn more.