Jay works with clients either as a neutral or an advocate. Jay is a big believer in ADR and is a trained divorce mediator and Collaborative Law Professional.

Whether acting as a neutral or advocate, Jay helps clients during this transitionary period of their lives by helping them understand the financial impacts of the divorce no matter what stage they are in.

The areas of Jay’s expertise are:

· Cash flow management, retirement, estate, tax, and educational planning  strategies

· Investments

· Insurance

· Wealth preservation, debt management

· Providing litigation support for the lawyer and client

· Identify the short-term and long-term effects of dividing property

· Establishing assumptions for future living and cash flows with inflation and rate of return projections

· Creating and analyzing the separation agreements for equitable distribution

· Identify and integrate tax issues of the proposed settlement

· Analysis and valuations of pensions and retirement plans

· Review and drafting (Q)DROs.