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<p>&nbsp;</p>
<div style="text-align: -webkit-center;"><a href="mailto:Litigation@FiduciaryExpert.com"></a><span style="font-family: verdana, geneva;"><span style="font-size: x-small;"><span style="text-decoration: underline;">
<p align="center"><span style="text-decoration: underline;"><strong>Divorce Fiduciary Audit&trade; </strong></span></p>
</span>
<p align="center"><span style="font-size: xx-small;"><strong>Marital Fiduciary Audit</strong></span><span style="font-family: verdana,geneva;"><span style="font-size: x-small;"><strong>&trade;</strong></span></span><span style="font-size: xx-small;"><strong> | Community / Separate Property Fiduciary Audit</strong></span><span style="font-family: verdana,geneva;"><span style="font-size: x-small;"><strong>&trade;</strong></span></span><span style="font-size: xx-small;"> <br /></span></p>
<p align="center"><span style="font-size: xx-small;"><strong>When you need to know exactly what a BFD looks like, call McFid the Divorce Fiduciary Audit&trade; expert.&nbsp; BFD means breach of fiduciary duty.</strong></span></p>
<p align="center"><span style="font-size: xx-small;">Fiduciary duty, if any, is often 1) in addition to, 2) precedes 3) and supercedes Suitability and may arise at any time, affect any account or any asset.</span></p>
<p style="text-align: left;"><span style="font-size: xx-small;"><span style="text-decoration: underline;">Divorce Fiduciary Audit&trade;</span> may be useful in divorce, when planning marital property division or contemplating divorce.&nbsp; When one or both spouses are (or were) self employed / 1099 income, operate a business, family or closely-held business, partnership, LLP, LLC or work as creative talent such as musicians, artists, writers, directors, production companies / loan out companies, producers and CPAs, business managers, agents, lawyers or other professionals like doctors, dentists, veterinarians, therapists.</span></p>
<p style="text-align: left;"><span style="font-size: xx-small;"><span style="text-decoration: underline;">Divorce Fiduciary Audit&trade;</span> evaluates community and/or separate property accounts and assets which may require a fiduciary duty <span style="text-decoration: underline;">whether by a spouse or third party</span> like a custodian, bank, trust company, investment adviser, securities broker or hedge fund.&nbsp; If breach of fiduciary duty&nbsp;has occurred,&nbsp;community assets or separate property may be impaired.&nbsp;</span></p>
<p style="text-align: left;"><span style="font-size: xx-small;">Trusts are similar to ERISA&nbsp;plans, exist to&nbsp;serve first the&nbsp;interests of beneficiaries or plan participants often including the spouse, children and/or other dependents and increasingly charitable, not for profit, 501c-3 beneficiaries as part of a spouse's overall estate plan.</span></p>
<p style="text-align: left;"><span style="font-size: xx-small;">Connections to marital property bear investigation when a&nbsp;spouse acts or is named trustee of a family trust, an ERISA&nbsp;(defined benefit pension, profit sharing, 401k), 403b, 457 plan, &nbsp;union, collective bargaining, multi-employer, Taft Hartley or public (State, County, city or agency thereof) pension and retirement benefit or supplemental benefit and welfare plan.</span></p>
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<p class="MsoNormal"><span style="font-family: verdana,geneva;"><span style="font-size: x-small;"><span style="font-size: xx-small;">The Dodger / McCourt divorce is an EXCELLENT example of the need to consider the merits of a Marital Fiduciary Audit</span></span></span><span style="font-size: 8pt; font-family: Verdana;">&trade; <span style="font-size: xx-small;">in advance of a dispute, divorce leading to the unpleasant public airing of confidential marital agreements. A recent Huffington Post article about the McCourt, Dodger franchise divorce in Los Angeles is here <a href="http://www.huffingtonpost.com/2010/03/29/mccourt-divorce-jamie-mcc_n_517027.html">http://www.huffingtonpost.com/2010/03/29/mccourt-divorce-jamie-mcc_n_517027.html</a></span><br /></span></p>
<p class="MsoNormal"><span style="font-size: 8pt; font-family: Verdana;"> </span></p>
<span style="font-family: verdana, geneva;"><span style="font-size: x-small;">
<p align="center"><strong><span style="text-decoration: underline;">Before</span> drawing up a Pre-Nuptial Agreement, Post-Nuptial Agreement or QDRO (Qualified Domestic Relations Order) </strong>FIRST review&nbsp;any Spouse-controlled community property, trust, ERISA qualified plan, foundation or endowment assets, accounts or investments for breach of&nbsp;fiduciary duty.&nbsp; Any of the above which blindly assumes&nbsp;fiduciary compliance and/or proper account or asset performance likely shortchanges both parties <strong>and their children</strong> or charities.</p>
<p align="center">Fraud,&nbsp;prohibited transactions or self-dealing;&nbsp;improper or undocumented loans&nbsp;or imprudent&nbsp;investments; represent a potential&nbsp;theft of pension plan and/or community assets.&nbsp;</p>
<p align="center">Initial courtesy consultations</p>
<p style="text-align: left;"><a href="mailto:info@fiduciaryexpert.com">info@fiduciaryexpert.com</a> or (310) 943 - 6509</p>
<p class="MsoNormal">Copyright &copy; Chris McConnell &amp; Associates 2004 &ndash; 2011 All rights reserved</p>
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