Tag Archives: Tracy McKenney

Diana L. Martinez and Tracy McKenney Receive Eureka Award

Statewide award honors Collaborative Practice professionals

Media Contact: Gayle Lynn Falkenthal, APR 619-997-2495 or gayle@falconvalleygroup.com

(Irvine, California) – Family law attorney Diana L. Martinez and financial professional Tracy McKenney were honored as recipients of the 2017 Eureka Award, bestowed annually by Collaborative Practice California. Martinez and McKenney received their awards at Conference XII held in Redondo Beach, California. McKenney’s award was bestowed posthumously; she served as CDSOC president before her death due to cancer in September 2016.

The Eureka Award recognizes and honors those who “have made significant contributions and demonstrated an abiding dedication to establishing and sustaining Collaborative Practice in California.”

Diana L. Martinez is a committed Collaborative professional who has tirelessly served the California Collaborative community for many years. Ms. Martinez has devoted 100 percent of her family law practice to out-of-court dispute resolution including Collaborative Practice since 2007. She is passionate about educating others about the benefits of Collaborative Practice through personal contact. Ms. Martinez is a noted trainer and educator for legal, financial, and mental health professionals locally and nationwide on family law topics including Collaborative Practice, confidentiality, cultural competency, and ethics and best practices. She has presented to state and local bar associations and legal … Read More

CDSOC Members Honor and Remember Tracy McKenney

Collaborative Divorce Solutions of Orange County members share their remembrances of their colleague Tracy McKenney, former CDSOC Board President who passed away from cancer in September 2016.

“Tracy McKenney was always, smart, positive, with an uncanny ability to summarize and synthesize all thoughts on a collaborative team or in a Collaborative meeting.”

“Cannot think of Tracy without remembering her smile and her laugh. Professional and competent go without saying but her heart and the ability to reach out to touch the people she worked with. That was her gift and I will miss her.”

“Tracy was positive. She had a great laugh and was very helpful to her (and our) clients. I have come across people lately who she helped before and who she encouraged into a non-adversary process. Her children are her everlasting testament.”

“It still feels surreal. With Tracy’s sense of humor and sense of adventure. I still feel like she’s just away on one of those amazing trips. I still see and feel her in my everyday life. I still think she’s messing with me. Like the weekend after she passed, I met a couple named Scott and Tracy. That’s classic Tracy. She will always be with … Read More

Therese Fey named President of Collaborative Divorce Solutions of Orange County

Assumes office early; will serve through 2017-2018 term

Contact: Gayle Lynn Falkenthal, APR
619-997-2495 or gayle@falconvalleygroup.com

(Irvine, California) – Family law attorney Therese Fey has been named President of Collaborative Divorce Solutions of Orange County for the remaining 2016-2017 term. Fey, previously the group’s President-Elect, is assuming the role early due to the death of President Tracy McKenney. She will serve through her previously accepted term through June 2018.

“Like everyone in our group, I am saddened by the loss of Tracy McKenney, who has been such a strong advocate for Collaborative Practice,” said Fey. “I am humbled and honored to step into Tracy’s leadership role, and I will try to complete her original vision for the group during her unserved term.”

“When Tracy took office just three months ago, she hoped to make more couples in Orange County aware of this divorce option,” said Fey. “Tracy saw Collaborative Divorce as a way to spare families, especially children, the duress from an acrimonious divorce, preventing lasting harm, and preserving the family relationships for a healthier future.

“Based on my own experience as a family law attorney, I share Tracy’s concern for families and will lead Collaborative Divorce Solutions with her … Read More

Tracy McKenney named President of Collaborative Divorce Solutions of Orange County

 

New board named to serve 2016-2017 term

August 4, 2016
 Contact: Gayle Lynn Falkenthal, APR
619-997-2495 or gayle@falconvalleygroup.com

(Irvine, California) – Tracy McKenney, CDFA, CFP, has been named President of Collaborative Divorce Solutions of Orange County for the 2016-2017 term. McKenney is a Certified Financial Planner and Certified Divorce Financial Analyst in private practice based in Irvine, California.

Joining McKenney on the 2016-2017 Board of Directors are:

  • President-Elect: Therese Fey
  • Vice President: Patrice Courteau
  • Secretary: Diana L. Martinez
  • Treasurer: Leslee Newman
  • Advertising and Marketing Chair: Yaffa Balsam
  • Membership Chair: Marvin L. Chapman
  • Training and Education Chair: Suanne Honey
  • Speakers Bureau Co-Chairs: Carol Hughes and Bruce Fredenburg
  • Website Chair: Sara E. Milburn
  • Member at Large: Jann Glasser

“It is important to me to be involved in an organization like Collaborative Divorce Solutions of Orange County. Collaborative Divorce represents a significant advancement in resolving divorce respectfully,” said McKenney. “Going through a divorce is in some ways harder than dealing with the death of a loved one. It worsens when the process is dragged out through contentious, time-consuming and costly litigation in court. In so many cases, couples can avoid the damage of a court battle, even when they aren’t sure they … Read More

Social Security and How It Affects Your Divorce

Know your options when it comes to your Social Security benefits if you are divorced and nearing retirement age. A financial professional can help.

by Tracy S. McKenney, CFP®, CDFA™
Irvine, California

When a couple divorces, you may wonder whether anything happens to their Social Security benefits. What if the husband has been employed the entire marriage and the wife has stayed home with the children? Do they split the husband’s Social Security benefit at retirement? What if one of them remarries?

First, divorce laws are different from state to state. Social Security is a federal program and can’t be overridden by

divorce laws or a divorce judgment in any individual state including California. California courts cannot issue a divorce judgment to ‘split’ Social Security payments at retirement, because the federal rules governing Social Security override them.

What does the law say about Social Security and Divorce?

As of summer 2016, if a person has been married longer than 10 years and then gets divorced, the ex-spouse can receive 50 percent of their former spouse’s Social Security benefit –OR- 100 percent of their own Social Security benefit. Notice: you can collect only ONE benefit, not both.

For example, “Dolly” and “Dennis” got divorced when Dolly was age 52, and Dennis was age 54. Dennis decided to start collecting Social Security when he turned … Read More