IDFA Online Learning
Untangling the Web: Separate Property Tracing in Divorce
Recorded On: 09/16/2021
As "grey divorce" becomes more prevalent around the country, CDFAs are being asked to assist in tracing the increase in separate property during a marriage. In this advanced-level session, Jacki and Lili, who practice in two different states will share their insights on several different methods that can be used and offer opinions on the pros and cons of each.
Throughout their session, they will provide real-life examples that illustrate the steps for each method. Last, they will point you in the right direction to determine if there is a prescribed method already in place in your jurisdiction.
Approved for one hour of CDFA and CFP Continuing Education credit.
Jacqueline B. Roessler
Jacqueline (Jacki) Roessler, CDFA®, has been a practicing Divorce Planner since 1992 and is viewed by her peers as a leader in the Divorce Financial Planning field. Jacki’s work with divorcing clients has been featured in Kiplinger's Personal Finance, Fortune Magazine, Bloomberg’s Wealth Manager, Money magazine, and Investment News. She writes for The Center’s “Money Centered” blog and has published many articles on the financial aspect of divorce.
A Certified Divorce Financial Analyst® (CDFA®) professional in the qualified domestic relations order (QDRO) and pension arena, Jacki has traveled the country, teaching lawyers, judges, and financial professionals the intricacies of QDROs and pension valuations in divorce cases and other financial topics. Jacki has also developed software applications that help with preparing QDROs and provide financial tools for divorce settlements.
Jacki is a member of The Center’s Charitable Committee and is an active volunteer within her community. An enthusiastic vegan, Jacki loves spending time with her two kids, Ava and Kevyn, her close friends and family, traveling, and exploring outdoor and indoor adventures.
CFP, MAFF, CDFA
Wealth Protection Management
Lili A. Vasileff is a fee only Certified Financial Planner (CFP®), Master Analyst in Financial Forensics (MAFF™) specializing in Matrimonial Litigation, Certified Divorce Financial Analyst (CDFA®), and President of Wealth Protection Management based in Greenwich, CT. She is a trained mediator, collaborative financial specialist, and qualified litigation expert. She trains divorce professionals in the Collaborative process and teaches on financial topics regularly at the New York City Bar Association.
She is a nationally recognized expert practitioner, author, and speaker who is regularly quoted and interviewed across print, radio, TV, and online. She is the author of four books: “Money & Divorce: The Essential Roadmap to Mastering Financial Decisions” published by the American Bar Association; and “Divorce & Separation, the Connecticut Edition”; “The Ultimate Divorce Organizer, The Complete Interactive Guide to Achieving the Best Legal, Financial and Personal Divorce”, and “The Divorce Planner Checklist”.
Lili is a founding member and co-president of the national Association of Divorce Financial Planners (ADFP). Her awards include the prestigious 2013 Pioneering Award from the ADFP for outstanding public advocacy and leadership in the field of divorce financial planning, the Women’s Choice Award as a highly recommended Financial Advisor by Women for Women since 2017; CEO Today Business Woman of the Year Award since 2018; Five Star Wealth Manager Award for last 14 years, the Best Wealth Protection Manager 2019 - Northeast USA and Recognized Leader in Divorce Finance 2019 by Wealth & Money Management, and Marquis Who’s Who Albert Nelson Lifetime Achievement Award. Her website is www.wealthprotectionmanagement.com.