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DIVORCE MEDIATION TRAINING WORKSHOP

Mediation Matters
9816 Parkwood Dr
Bethesda, MD 20814

TABLE OF CONTENTS

A               Initiating the Process
       
A-1 What is Mediation   page A-1
A-2 Definitions of Mediation   page A-2
A-3 Differences between Divorce Mediation and Other Kinds of Mediation   page A-3
A-4 The Stages of Mediation   page A-4
A-5 Application Form for Mediation   page A-5
A-6 Personal Data and Information Form   page A-7
A-7 First Session Outline   page A-9
A-8 Confidentiality Form   page A-13
A-9 "Protecting Confidentiality in Mediation," David A. Hoffman   page A-14
A-10 Pre-Divorce Mediation Agreement.   page A-16
A-11 Public Sector Mediation   page A-19
A-12 Paul Bohannon, "The Six Dimensions of Divorce"   page A-21
A-13 Elizabeth Kubler-Ross, The Stages of Grieving   page A-22
A-14 John Bowlby, Attachment   page A-23
A-15 The Divorce Time-Line   page A-24
A-16 The Wheel of Relationships.   page A-25
A-17 Divorce Mediation Bibliography   page A-26
A-18 Key Questions Regarding a Mediation Privilege Statute   page A-28
       

B                Conflict and Paradigm
       
B-1 Needs-Based Negotiation (based on Getting to Yes)   page B-1
B-2 Caucus   page B-2
B-3 Helpful Phrases in Mediation   page B-3
B-4 Transformative Mediation   page B-4
B-5 Baruch Bush & Joseph Folger, The Promise of Mediation   page B-5
B-6 Empowerment and Recognition   page B-6
B-7 Thomas-Kilmann Conflict Chart   page B-7
B-8 Why Send To Lawyers, and What Do We Say When We do? page B-8
       

C                Assets and Property Division
       
CA PROPERTY AND ASSETS    
C-1 Property Division Outline   page C-1
C-2 House Options   page C-3
C-3 Assets and Income Statement   page C-4
C-4 Financial Information and Income Statement   page C-11
C-5 Business/Professional Information   page C-16
       
CB PENSIONS AND RETIREMENT    
C-6 Pensions   page C-19
C-7 Options for Pensions   page C-23
C-8 Retirement Equity Act of 1984   page C-24
C-9 PAC: Pension Valuation; QDROs   page C-27
C-10 Legal Economic Evaluations, Inc.: Pension & Small Business Valuations   page C-29
C-11 Your Pension Rights at Divorce   page C-33
C-12 Sample Pension Statements (TIAA/CREF; TRS; Profit-Sharing Plan)   page C-35
C-13 "A Guide for Military Wives Facing Separation or Divorce"   page C-43
C-14 A Handbook for Attorneys on Court-ordered Retirement, Health Benefits, and Life Insurance Under CSRS   page C-44
C-15 Social Security and Divorce   page C-45
C-16 Employee Benefits & Retirement Forms   page C-46
      page C-34
CC TAXES    
C-17 Tax Issues   page C-49
C-18 Form 8332:  Release of Claim to Exemption   page C-52
C-19 "Tax Information for Divorced or Separated Individuals," Internal Revenue Service, Form 504   page C-53
C-20 Divorce Planner Computer Model   page C-78
C-21 Divorce Planner Order Form   page C-79
C-22 Divorce Planner Example   page C-80
C-23 1997 Tax Reform Provisions   page C-85
C-24 Taxpayer Relief Act of 1997   page C-88
C-25 Comparison of Traditional IRA and Roth IRA   page C-89
       

D               Budgeting
       
D-1 Monthly Budget of Expenses Form I.   page D-1
D-2 Monthly Budget of Expenses Form II   page D-7
       

E                Spousal and Child Support
       
E-1 Bibliography on the Economics of Divorce   page E-1
E-2 Economics of Divorce Charts   page E-4
E-3 Review of The Divorce Revolution (Hugh McIsaac)   page E-9
E-4 Health Insurance Law   page E-12
E-5 Portability Health Insurance Law (HIPAA)   page E-14
E-6 Qualified Medical Child Support Orders (QMCSOs).   page E-16
E-7 Child Support Check List   page E-23
E-8 College Financial Aid   page E-24
E-9 Smart Choices: the 529 Plans   page E-26
E-10 Saving for College   page E-27
E-11 Sample Agreements Regarding College   page E-32
E-12 Health Insurance Coverage When You Change Jobs   page E-34
 

   

F                 Parenting and Family Systems
       
F-1 "Mom's House/Dad's House" Chart   page F-1
F-2 Parenting Checklist   page F-2
F-3 Framing Statements   page F-4
F-4 Bibliography on Adults, Children and Divorce   page F-5
F-5 Books for Children  Experiencing Divorce   page F-13
F-6 Joint Custody Bibliography   page F-17
F-7 Mom's House/Dad's House Order Form   page F-20
F-8 Developmental Guidelines for Residence and Visitation Arrangements.   page F-21
F-9 Calendar for Flipchart.   page F-24
F-10 Family Systems   page F-25
F-11 Triangles   page F-26
       

G               Drafting the Memorandum of Agreement
       
G-1 Cover Letter to Attorneys   page G-1
G-2 Sample Memorandum of Agreement   page G-2
G-3 Sample Memorandum of Agreement   page G-17
G-4 Sample Memorandum of Agreement   page G-32
G-5 Court Model Agreement   page G-44
G-6 Court Model Agreement   page G-45
G-7 Court Model Agreement   page G-49
G-8 Court Model Agreement   page G-53
G-9 AFM: Sample Guideline Standard MOU   page G-55
G-10 ABA Section of Dispute Resolution's Draft Resolution on Mediation and The Unauthorized Practice of Law   page G-63
G-11 "Mediation and the Unauthorized Practice of Law," by David Hoffman and Natasha A. Affolder"   page G-67
G-12 "Resolution on Mediation and the Unauthorized Practice of Law," ABA Section on Dispute Resolution   page G-72
       

H                Research
       
H-1 "The Benefits Outweigh the Costs," Pearson and Thoennes   page H-1
H-2 Chart:  Pearson and Thoennes   page H-7
H-3 The Effects of Divorce Mediation:  A Study of Outcomes of Divorce,  Gustafson-Peterson   page H-9
H-4 Summary of Findings of Joan Kelly's Research on Divorce Mediation   page H-15
H-5 Summary of Judy Wallerstein's Twenty-Five Year Follow-up To Surviving the Break-Up   page H-17
       

I                 Ethics and Professional Responsibility of Mediators
       
I-1 Revised Model Standards of Practice for Family and Divorce Mediation   page I-1
I-2 Model Standards of Conduct for Mediators (AAA;ABA;SPIDR)   page I-10
I-3 ABA Standards of Practice for Lawyer Mediators   page I-20
I-4 Mediation and Child Abuse   page I-24
I-5 Mediation and Domestic Violence   page I-27
I-6 Mediation and Spousal Abuse   page I-33
I-7 AFM Draft Report on Mediation of Disputes Involving Domestic Violence   page I-34
I-8 Power and Control Wheel   page I-36
I-9 Violence in Divorcing Families   page I-37
I-10 Mediation and Substance Abuse   page I-38
I-11 Uniform Mediation Act: Executive Summary   page I-41
I-12 Uniform Mediation Act   page I-43
       

J                 Organizational Materials
       
J-1 Organizational Address List   page J-1
J-2 Association for Conflict Resolution: FAQ   page J-5
J-3 A. C. R. Mediators Professional Liability Insurance   page J-21
J-4 A.F.C.C. Application Form   page J-35
J-5 A.F.C.C. Publication and Video Order Form   page J-37
J-6 Other Professional Liability Insurance   page J-54
J-7 Joyce Clough, “Claims Against …Mediators Are on the Rise”   page J-57
J-8 Joyce Clough, “2002 Update on Claims Against Mediators”   page J-61
       

K                *Maryland State Materials (*materials from participant’s home-state)
       
K-1 Domestic Relations Law: Section 7: Grounds   page K-1
K-2 Domestic Relations Law: Section 8: Property   page K-5
K-3 Domestic Relations Law: Section 9: Custody   page K-14
K-4 Domestic Relations Law: Section 11: Alimony   page K-23
K-5 Domestic Relations Law: Section 12: Child Support   page K-30
K-6 Custody Case Law   page K-43
K-7 Maryland Yellow Pages: Mediation   page K-89
K-8 Montgomery County Mediation Forms   page K-93
K-9 Maryland AFM Members   page K-98
K-10 Maryland Council for Dispute Resolution Certification Process   page K-103
K-11 M.C.D.R. Certification Application   page K-106
K-12 M.C.D.R. Ethical Standards for Mediator Practitioners   page K-109
K-13 Maryland "Mediation" Yellow Pages Listings   page K-113
K-14 Washington-Area Mediation Programs   page K-114
K-15 Maryland Court of Appeals Rule 17 on Mediator Qualifications, Training, Application, Fees, etc   page K-118
K-16 Maryland Council for Dispute Resolution Application   page K-133
K-17 Maryland Administrative Office of the Courts Application to be Listed for Designation as a Mediator   page K-134
K-18 Maryland Standards of Conduct for Mediators, Arbitrators and Other ADR Practitioners, approved by the Maryland Court of Appeals   page K-140
K-19 Maryland Mediation and Conflict Resolution Office (MACRO)   page K-148
K-20 Maryland Court Financial Statement Forms   page K-153
K-21 Maryland Major Family Law Case Law   page K-155
K-22 Maryland Chapter of Association for Conflict Resolution (MACRO)   page K-166
K-23 SASI-CALC (Support Analysis Software, Inc.)   page K-167
K-24 SASI-CALC: Maryland Shared Custody Work Sheet   page K-171
K-25 MACRO   page K-173a
K-26 “Credentialing Efforts in Mediation: The Slow Movement Toward Skills-Based Testing,” by Ellen Waldman   page K-174
       

L                 Marketing & Starting a Practice
       
L-1 Marketing Strategies   page L-1
L-2 Points to Convey in Initial Telephone Call   page L-2
L-3 A Sample Mediation Brochure   page L-3
L-4 A Sample Mediation Flyer   page L-5
L-5 The White Book: Introduction & Table of Contents   page L-9
L-6 Video Resources   page L-14
L-7 "When You Divorce," CCH Order Form   page L-16
L-8 Family Mediation Canada Public Education and Marketing Resources   page L-17
L-9 Yellow Pages Ads.   page L-20
L-10 IBA: Independent Business Alliance   page L-25
L-11 NASE: National Association for the Self-Employed   page L-31
L-12 Computer Disk with Mediation Forms: Table of Contents   page L-35
L-13 Mediation and Divorce Websites   page L-36
       
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