01/27/2020
#3 What to bring to your attorney meeting:
For a custody case alone, far fewer documents are needed. Perhaps some relevant communications reflecting custody settlement discussions with the other parent may have merit. Travel schedules for each parent, if any. For the initial meeting on custody alone, mostly the history of parenting is helpful and that can be given orally in the meeting. For the trial and the discovery process, school records, medical records of the children (and sometimes the parent, if mental health is an issue), therapeutic evaluations and diagnostic records, summer camp data, day care information, sports/music/other schedules and participation and other program enrollment data for the children may be pertinent.
For a child or spousal support matter, evidence of income of the parties, as well as the children, if any, is necessary. W-2s from the preceding year and tax returns for the 3-5 prior years are helpful. A summary of party and household expenses will be necessary as well, particularly for spousal support cases as there are not guidelines for long-term spousal support awards in Virginia (Fairfax, Harrisonburg and Richmond have some temporary guidelines). There are mandatory guidelines for child support, from which the court may deviate for good cause shown, so the expense statement can make a difference in child support deviation cases.
For property division matters (equitable distribution cases = “ED”), all documents reflecting the assets and liabilities of each party are needed in the long run. Initially, a summary of assets and liabilities is helpful and should reflect all real property, investment accounts, bank/MM accounts, retirement interests (defined contribution accounts and defined benefit plans), accounts held for the children (VPEP, 529 accounts, college savings, other savings, trusts),valuable art, rugs, jewelry, collectables, coins, musical instruments, and other personal property, vehicles and all encumbrances attached thereto. The list should also reflect balances and estimated values as well as all encumbrances to assets and title/ownership.