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VALE DEMO CASE

The Vale Divorce

A high-asset marriage with properties and a family business

Signed in asGavin HoltDaniel’s attorney
8Timeline events
6Recent messages
5Open tasks
8File access
COMMUNICATION

Recent messages

Read only
Priya

I found the wire confirmation from the condominium sale and added it to the tracing folder.

Daniel

I want the Tahoe proposal evaluated before we assume the property has to be sold.

Mira

Can we keep the school-week calendar steady during rehearsals this month?

Simone Park

The current support model depends on whether several business expenses are treated as recurring.

Amara Brooks

The tracing claim still needs the purchase-side escrow statement, not only the sale proceeds.

Tessa Moon

This note concerns scheduling only. The children’s private conversations are not included.

CASE HISTORY

Timeline

Petition filed

Priya filed after the parties completed an initial private separation period.

Temporary parenting orders entered

The children remained in their schools under a shared weekly plan.

Financial disclosures exchanged

Both parties produced initial bank, retirement, property, and business records.

Tracing records requested

Priya was asked for closing records from her premarital condominium.

Business valuation inspection

The neutral valuation expert reviewed Vale Lighting Studio’s books and operations.

Tahoe property proposal exchanged

Daniel proposed retaining the vacation property with an equalization payment.

Expert reports disputed

The accountant and valuation expert used different normalized-income assumptions.

Settlement conference preparation

Counsel identified the remaining property, valuation, and support questions.

NEXT ACTIONS

Professional work

  • ○Complete condominium tracing worksheetSuggested · not completed
  • ○Review business valuation assumptionsSuggested · not completed
  • ○Respond to Tahoe property proposalSuggested · not completed
  • ○Update support calculation with normalized incomeSuggested · not completed
  • ○Prepare settlement conference issue listSuggested · not completed
CASE FILES

Documents available to this role

  • PDFTemporary parenting orderFictional source document
  • PDFPriya financial disclosureFictional source document
  • PDFDaniel financial disclosureFictional source document
  • PDFCondominium sale closing fileFictional source document
  • PDFVale Lighting Studio valuation reportFictional source document
  • PDFForensic accounting schedulesFictional source document
  • PDFTahoe appraisalFictional source document
  • PDFConfidential settlement proposalFictional source document
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Professional assistant

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