Anna Addleman Recognized as 2016 San Diego Business Leader

The San Diego Transcript named Collaborative Family Law Group of San Diego member Anna Addleman to its 2016 "40 Under 40" business professionals list. Forensic Accountant Collaborative Divorce

Anna Addleman, CPA, CDFA, CFF, CFE, immediate past president and board member of the Collaborative Family Law Group of San Diego, was named to the 2016 “40 Under 40” List of leading business professionals in San Diego by the San Diego Transcript newspaper.

A San Diego tradition, this prestigious list includes legal, financial, managerial, and nonprofit leaders.

Congratulations to immediate past president Anna Addleman for being named to the 2016 "40 Under 40" Business Professionals list by the San Diego Transcript newspaper.

Congratulations to immediate past president Anna Addleman for being named to the 2016 “40 Under 40” Business Professionals list by the San Diego Transcript newspaper.

Anna Addleman is the Managing Director and Founder of Addleman & Associates. She has extensive experience providing damage analysis, business consulting, and accounting services to clients involved in dispute resolution, business management and tax matters, including divorce. Anna was recognized by the Transcript for her work as a proponent of the Collaborative approach to divorce, and her leadership and contributions to the Collaborative Family Law Group of San Diego.

Congratulations to Anna for this well-deserved recognition and for her ongoing advocacy for the Collaborative Process.

Collaborating From Afar On Collaborative Divorce Cases

Long distance Collaborative Practice can work effectively with the right team and approach.

Long distance Collaborative Practice can work effectively with the right team and approach.

by Meredith G. Lewis, CLS-F, CDFA

In most Collaborative Divorce cases, the parties and professional team members reside and work in the same city, and are able to have in person meetings throughout the process. What if a situation arises when one of the parties, or even one of the chosen professional team members, lives in another city, state or country? Is a Collaborative Divorce case even possible under this scenario? Depending on the circumstances of the case, it is absolutely possible.

Based on the success of a recent Collaborative case, my colleagues and team members Shawn Weber, CLS-F, Anna Addleman, CPA, CDFA, and Robert A. Simon, Ph.D will offer tips in our upcoming presentation titled “Collaborating From Afar: Strategies For Overcoming Obstacles in Long Distance Collaborative Cases” at the Collaborative Practice California (CP Cal) “Celebration XI” conferencein Redwood City, California in late April.

(L to R) Anna Addleman, Shawn Weber, Robert Simon, and Meredith Lewis will discuss long distance Collaborative Cases at the upcoming Collaborative Practice California Celebration XI Conference.

(L to R) Anna Addleman, Shawn Weber, Robert Simon, and Meredith Lewis will discuss long distance Collaborative Cases at the upcoming Collaborative Practice California Celebration XI Conference.

With the availability of technology, if a party or team member is not local, he or she can still attend Collaborative Divorce meetings and be completely involved in the process. We had the wonderful opportunity to participate in a Collaborative case where one of the parties resides outside of the United States. Though the team and the parties have faced some challenges with the process, it has worked well, and has enabled the case to proceed using the Collaborative Process without requiring the spouse who lives in another country to travel to San Diego.

Our team has developed several requirements for assessing whether your long distance Collaborative Divorce case can be successful. Note, however, that these are based on our experience with only one case and, therefore, these criteria are evolving.

  • Use of Technology: The professional team and the party who resides outside of the area needs to be familiar with the necessary communication technology to be utilized. There are several programs such as GoToMeeting, WebEx or Citrix which allow a person to appear remotely at a meeting.
  • Ability to Cooperate: The parties have a reasonable level of mutual respect for one another or have the ability to communicate.
  • Professional Teamwork: The professional team must be cohesive and flexible.

There are also ethical dilemmas that should be addressed by the team the Collaborative Team should address:

  • Is there an advantage or disadvantage with one party appearing remotely?
  • Are there power imbalances that would make such a process ineffective?
  • Is it better to have the party participating remotely have a local mental health professional as a coach, or one who can attend the meeting in person?

Just as not all family law cases are appropriate for the Collaborative process, not all Collaborative Divorce cases are appropriate to be conducted remotely. Deciding the appropriateness requires a detailed review of the situation by the potential Collaborative Divorce team, and the willingness of the parties to understand and accept the benefits and drawbacks of the remote model. However, geography alone does not necessarily have to be a bar to a successful Collaborative Divorce case.

Concerned whether your long distance divorce can be resolved using the Collaborative Process model? Contact the Collaborative Family Law Group of San Diego at 858-472-4022 to discuss your questions and schedule a consultation. Or attend one of our free “Divorce Options” seminars the first Saturday of every month from 9 a.m. to 12 noon at the Scripps Ranch Civic Association Community Center. To reserve your space, email sandiegodivorceoptions@gmail.com

Poway Scripps Ranch Rotary Club Learns about Collaborative Divorce

Thank you to Poway Scripps Ranch Rotary Club President Pauline Getz and all of the members for their hospitality.
Anna Addleman, CPA, CDFA, CFF, CFE; and Myra Fleischer, CFL-S, joined the Poway Scripps Ranch Rotary Club to talk about Collaborative Divorce.

Anna Addleman, CPA, CDFA, CFF, CFE; and Myra Fleischer, CFL-S, joined the Poway Scripps Ranch Rotary Club to talk about Collaborative Divorce.

Collaborative Family Law Group of San Diego president Anna M. Addleman, CPA, CDFA, CFF, CFE; and attorney Myra Chack Fleischer, CFL-S, incoming 2016 President, joined members of the Poway Scripps Ranch Rotary Club at the September meeting for a presentation on Collaborative Practice as an alternative to traditional litigated divorce.

The presentation provided an overview of the process, introduced the members of the divorce team and how they work together with the couple, and the advantages of Collaborative Divorce including privacy protection and the emotional well-being of the family.

Anna Addleman explains the differences between Collaborative Divorce and traditional divorce litigation.

Anna Addleman explains the differences between Collaborative Divorce and traditional divorce litigation.

Thank you to Program Chairman Bill Stoudemire and President Pauline Getz for their warm welcome and to the entire club for its attention and hospitality.

If you would like a presentation to your business, service, or social organization about Collaborative Divorce, please contact Gayle Falkenthal at gayle@falconvalleygroup.com or call 619-997-2495 to schedule. We look forward to speaking with you.

Thank you to Poway Scripps Ranch Rotary Club President Pauline Getz and all of the members for their hospitality.

Thank you to Poway Scripps Ranch Rotary Club President Pauline Getz and all of the members for their hospitality.

Inaugural San Diego “Divorce Options” Workshop Offers Information, Choices

San Diego’s inaugural “Divorce Options” workshop on Oct. 22 brought the acclaimed program developed by Collaborative Practice California to individuals seeking information about their choices regarding divorce.

The San Diego Divorce Options team (L to R): Shawn Weber, Meredith Lewis, Frann Setzer, Anna Janda, Anna Addleman." width="800" height="589" /></a> The San Diego "Divorce Options team (L to R): Shawn Weber, Meredith Lewis, Frann Setzer, Anna Janda, Anna Addleman.

The San Diego “Divorce Options team (L to R): Shawn Weber, Meredith Lewis, Frann Setzer, Anna Janda, Anna Addleman.

Led by Collaborative Family Law Group of San Diego volunteers including attorney and Certified Family Law Specialist Shawn Weber, coach and Licensed Clinical Social Worker Anne Janda, and forensic accountant Anna M. Addleman, CPA, CDFA, CFF, CFE, the Divorce Options provided unbiased information about self-representation, mediation, collaborative divorce, and litigated divorce. The workshop addressed the legal, financial, family and personal issues of divorce in an informational and compassionate small group setting.

Also participating as panelists were attorney and Certified Family Law Specialist Frann Setzer, and attorney and Certified Divorce Financial Analyst Meredith Lewis.

The workshop reviewed the full range of choices couples have as they contemplate divorce, focusing on the non-adversarial, out-of-court options for attendees.

“We are so pleased members of the public were able to take advantage of this opportunity,” said Shawn Weber. “The truth is that the presenters learn just as much from the participants as they do from us. It’s helpful to hear what concerns them most, and what resources they are looking for whether from our organization or others in the community.”

Weber said the Divorce Options program is useful to anyone thinking about divorce or other relationship transitions including cohabiting couples with children or LGBT couples looking for a process aware and respectful of their unique needs. The next Divorce Options workshop is planned in January 2015.

Community groups and organizations can also inquire about bringing a free “Divorce Options” workshop to your location. Contact the Collaborative Family Law Group of San Diego for more information at (858) 472-4022 or email at sandiegodivorceoptions@gmail.com

About the Collaborative Family Law Group of San Diego

CFLG San Diego’s members work together to learn, practice, and promote collaborative processes for problem solving and the peaceful resolution of family law issues, with an eye toward preserving the emotional, as well as the financial, assets of the family. Its goal is to transform the resolution of family law issues through respectful, collaborative processes that protect the integrity and health of family relationships and eliminate the need for families to resort to litigation.

CFLG is online at www.collaborativefamilylawsandiego.com, and LinkedIn.