Support (Alimony & Child Support) Flashcards
`What types of alimony can be awarded?
- Temporary
- Bridge-the-gap
- Rehabilitative
- Durational
What is the first step in determining if an alimony award is appropriate?
In determining whether to award support, maintenance, or alimony, the court shall first make a specific, factual determination as to whether the party seeking support, maintenance or alimony has an ACTUAL NEED for it and whether the other party has the ABILITY TO PAY support, maintenance, or alimony. The party seeking support, maintenance, or alimony has the burden of proving his or her need for support, maintenance, or alimony and the other party’s ability to pay support, maintenance, or alimony.
What factors shall the court consider in determining the proper form or forms of alimony?
“Don’t Stop Asking Really Essential Concepts, Remember Resources, Educate Children, and Open Eyes.”
(a) The duration of the marriage.
(b) The standard of living established during the marriage and the anticipated needs and necessities of life for each party after the entry of the final judgment.
(c) The age, physical, mental, and emotional condition of each party, including whether either party is physically or mentally disabled and the resulting impact on either the obligee’s ability to provide for his or her own needs or the obligor’s ability to pay alimony and whether such conditions are expected to be temporary or permanent.
(d) The resources and income of each party, including the income generated from both nonmarital and marital assets.
(e) The earning capacities, educational levels, vocational skills, and employability of the parties, including the ability of either party to obtain the necessary skills or education to become self-supporting or to contribute to his or her self-support prior to the termination of the support, maintenance, or alimony award.
(f) The contribution of each party to the marriage, including, but not limited to, services rendered in homemaking, child care, education, and career building of the other party.
(g) The responsibilities each party will have with regard to any minor children whom the parties have in common, with special consideration given to the need to care for a child with a mental or physical disability.
(h) Any other factor necessary for equity and justice between the parties, which shall be specifically identified in the written findings of fact. This may include a finding of a supportive relationship as provided for in s. 61.14(1)(b) or a reasonable retirement as provided for in s. 61.14(1)(c) 1.
Under what circumstances can the court award security to protect an award of alimony?
To the extent necessary to protect an award of alimony, the court may order the obligor to purchase or maintain a life insurance policy or a bond, or to otherwise secure such alimony award with any other assets that may be suitable for that purpose. The court must make specific findings that there are special circumstances that warrant the purchase or maintenance of a life insurance policy or a bond to secure the alimony award. If the court orders a party to purchase or maintain a life insurance policy or a bond, the court may apportion the costs of such insurance or bond to either or both parties based upon a determination of the ability of the obligee and obligor to pay such costs.
How is the length of marriage determined for purposes of determining the duration of an alimony award?
From the date of marriage, to the date of filing an action for dissolution of marriage.
What is a short term marriage?
Less than 10 years.
What is a moderate term marriage?
Between 10 and 20 years.
What is a long term marriage?
20 years or longer.
What is bridge-the-gap alimony?
Bridge-the-gap alimony may be awarded to a party in making the transition from being married to being single. Bridge-the-gap alimony assists a party with legitimate identifiable short-term needs. The length of an award of bridge-the-gap alimony may not exceed 2 years. An award of bridge-the-gap alimony terminates upon the death of either party or upon the remarriage of the obligee. An award of bridge-the-gap alimony is not modifiable in amount or duration.
What is rehabilitative alimony?
Rehabilitative alimony may be awarded to assist a party in establishing the capacity for self-support through either: (1) the redevelopment of previous skills or credentials; or (2) the acquisition of education, training or work experience necessary to develop appropriate employment skills or credentials.
In order to award rehabilitative alimony, there must be a specific and defined rehabilitative plan included as a part of any order awarding rehabilitative alimony.
May not exceed 5 years.
May be modified or terminated based upon a substantial change in circumstances, upon noncompliance with the rehabilitative plan, or upon completion of the rehabilitative plan if the plan is completed before the length of the award of rehabilitative alimony expires.
What is durational alimony?
Durational alimony may be awarded to provide a party with economic assistance for a set period of time. It terminates upon the death of either party or upon the remarriage of the obligee. The amount may be modified or terminated based on a substantial change in circumstances. May not be awarded in a marriage lasting less than 3 years. The length of an award of durational alimony may not be modified except under exceptional circumstances and may not exceed the length of the marriage.
How does the court determine the appropriate length of a durational alimony award?
- May not exceed 50% of the length of a short-term marriage (under 10 years)
- May not exceed 60% of the length of a moderate-term marriage (between 10 and 20 years)
- May not exceed 75% of the length of a long-term marriage (20 years or longer).
Under what circumstances may the court extend the term of durational alimony?
Under exceptional circumstances, the court may extend the term of durational alimony by a showing of clear and convincing evidence that it is necessary after application of the alimony factors and upon consideration of the following additional factors:
1. the extent to which the obligee’s age and employability limit the obligee’s ability for self-support, either in whole or in part;
2. the extent to which the obligee’s available financial resources limit the obligee’s ability for self-support, either in whole or in part;
3. the extent to which the obligee is mentally or physically disabled or has been diagnosed with a mental or physical condition that has rendered, or will render him or her incapable of self-support, either in whole or in part
4. the extent to which the obligee is the caregiver to a mentally or physically disabled child, whether or not the child has attained the age of majority, who is common to the parties. Any extension terminates upon the child no longer requiring caregiving by the obligee, or upon the death of the child, unless one of the factors applies.
How does the court determine the amount of a durational alimony award?
The amount of durational alimony is the amount determined by the obligee’s reasonable need, or an amount not to exceed 35% of the difference between the parties’ net incomes, whichever is less.
What is the appellate standard of review regarding an award of alimony?
Abuse of discretion.
What cases does the new alimony law (as of July 1, 2023) apply to?
All petitions for dissolution of marriage or support unconnected with dissolution of marriage that are filed or pending as of July 1, 2023.
Which party has the burden of proving need for support, maintenance or alimony and the other party’s ability to pay same?
The party seeking support, maintenance or alimony has the burden of proving his or her need for support, maintenance or alimony and the other party’s ability to pay support, maintenance or alimony.
Pursuant to 61.14, what happens when the Court makes a finding that a supportive relationship has existed?
The Court shall reduce or terminate the alimony award upon a finding that a supportive relationship has existed. Under the old statute, it was a may. Now it is a shall.
Who has the burden of proof when seeking to modify or terminate an award of alimony based on the obligor’s retirement and what is the burden?
It is the obligor’s burden to prove by a preponderance of evidence that his or her retirement reduces his or her ability to pay alimony. If the obligor meets his or her burden, the burden shifts to the obligee to prove by a preponderance of evidence that the obligor’s alimony should not be modified or terminated.
What factors must the court consider when reducing alimony based on retirement?
(a) the age and health of the obligor; (b) the nature and type of work performed by the obligor; (c) the customary age of retirement in the obligor’s profession; (d) the obligor’s motivation for retirement and likelihood of returning to work; (e) the needs of the obligee and the ability of the obligee to contribute toward his/her basic needs; (f) the economic impact that a termination or reduction of alimony would have on the obligee; (g) all assets of the obligor and obligee, and each’s roles in the wasteful depletion of marital assets received by him/her at the final of a final judgment; (h) the income of the obligee and obligor earned during the marriage or after the final judgment; (i) social security benefits, retirement plan benefits, or pension benefits payable to either party following the final judgment; and (j) the obligor’s compliance with the existing alimony obligation. Fla. Stat. § 61.14(c)(2) (2023). The Court is also required to give consideration to and make written findings of fact regarding the factors set forth in 61.08 (3) when granting or denying a petition for modification based on retirement.
When is it appropriate for a court to require security of an alimony award?
When the court makes specific findings that there are special circumstance warranting the purchase or maintenance of a life insurance policy or bond to secure an alimony award.
Who pays the cost of the life insurance or bond when the court orders the purchase of same to secure an alimony award?
The court may apportion the costs of such insurance or bond to either or both of the parties based upon a determination of the ability of the obligee and obligor to pay such costs.
Does 61.08 apply to temporary alimony?
No, temporary alimony is governed by 61.071. Therefore, the Court is not required to make the specific factual findings that it is required to make when awarding alimony at final hearing. Therefore, the formula (35% cap) likewise, does not apply.
What is the two-step analysis for a trial court’s initial determination of alimony under 61.08?
First, the court makes a specific factual determination as to whether either party has an actual need and whether either party has the ability to pay alimony. Second, the court shall consider all of the statutory factors in determining the proper type and amount of alimony. Mango v. Mango 2023.
What is the two-step analysis for a trial court’s determination of a modification of alimony under 61.14?
First, the court makes a specific factual determination as to whether there has been a change in circumstances warranting a modification of alimony. Second, the court shall consider the statutory factors. Mango v. Mango 2023.
Does the court need to make specific factual findings to support an award of temporary alimony?
No.
What is the most time rehabilitative alimony can be awarded?
May not exceed 5 years.
Can the amount of durational alimony be modified?
Yes, based on a showing of a substantial change in circumstances.
Can temporary alimony be waived by agreement?
No, as it is void against public policy. Belcher.
Can the court award undifferentiated support?
No. Undifferentiated support is an abuse of discretion.
When may a court award post judgment alimony?
Only if the court expressly reserves jurisdiction to do so in the final judgment. If the final judgment does not include an award of alimony and does not reserve jurisdiction for that purpose, then the court does not have smj to award alimony after the final judgment.
How is the length of marriage defined for alimony purposes?
Date of marriage, to date of filing petition to dissolve marriage.
What is the most common basis to appeal an alimony award?
LACK OF FACTUAL FINDINGS - litigants are REQUIRED to file motion for rehearing in order to preserve right to appeal if the basis is lack of factual findings.
What must be included in a FJ awarding rehabilitative alimony?
Specific and defined rehabilitative plan.
Must court order alimony to be paid through depository?
For alimony after 1/1/85 - it’s not necessary if there are no kids or if there are kids and both parties agree not necessary.
If a party wants payments through depository after award of alimony, what must they do?
File an affidavit alleging default or arrearages and state request for depository & provide copy to interest parties
15 days after receipt of affidavit, depository shall notify all parties payments should be directed to depository
When can a party seek temporary alimony?
During pendency of DOM and even during period of time that a FJ is being appealed
Can the court award temporary undifferentiated support for alimony and child support?
No - this is an abuse of discretion - court has to identify amount for alimony and child support consistent with child support guidelines.
Do you have to plead for alimony?
Yes - include all types of alimony (temporary, bridge-the-gap, rehabilitative, durational) in your pleading if you want to request it.
Must the FJ for an award of alimony include language as to when the award terminates?
61.08 was modified to set forth how each type of alimony is terminated BUT in 2019, TRITSCHLER case the 2nd DCA held that a failure to identify time and manner for terminate of alimony was error on its face
Can the court award alimony after entry of a FJ?
Only if it reserved jurisdiction based on a potential change in circumstances.
If court does not award alimony and fails to reserve jurisdiction to determine alimony later, can it later award alimony
No, there is no subject matter jurisdiction to consider a later request for alimony.
What is an effective way for court to reserve jurisdiction to deal with alimony later if circumstances change?
Award nominal alimony such as $1 so it can later increase amount in modification, however, there is a question as to whether nominal alimony is appropriate since permanent alimony was abolished.
What is court doesn’t provide terminate date for rehab alimony?
It is reversible error.
What must all FL courts find in order to award bridge the gap alimony?
Must be proven by competence substantial evidence of legitimate identifiable short terms needs and it cannot exceed 2 years
When would a rehab plan be inappropriate?
If the recipient spouse has no capacity to be rehabilitated - the purposes of rehab alimony is for recipient to develop skills to become self supporting.
If a spouse is already self sufficient at time of divorce, can rehab alimony be awarded?
It may still be awarded if the rehab plan offers a greater earning potential over course of career.
What evidence must a spouse put on to seek rehab award?
Competence substantial evidence that the training in the plan will increase his or her earning capacity
When did durational alimony become part of FL law
2010.
Who has burden of proof in request for alimony?
The party seeking support, maintenance, or alimony has the burden of proving his or her need for support, maintenance, or alimony and the other party’s ability to pay support, maintenance, or alimony.
What is standard of review concerning a recipient spouses’ need?
Abuse of discretion.
When determining need and ability, should court be using gross or net income?
It is reversible error to use gross income COURT MUST USE NET INCOME when determining need & ability
Can undistributed pass through income be used as income for purposes of alimony?
Zold determined that it depends on the reasons why the funds were retained
Undistributed pass through income retained by a corporation for corporate purposes does not constitute income within chapter 61.
Why are undistributed pass through income retained by a corporation for corporate purposes not considered income for purposes of alimony?
Because that pass through income will be used by the corporation to maintain corporate operations and therefore cannot be used by a shareholder spouse to satisfy financial obligations imposed upon DOM. Zold.
Who has the burden of providing that undistributed pass through income should or should not be considered as income for alimony?
The shareholder spouse has the burden to prove that the undistributed pass through income was properly retained for corporate purpose.
What should court consider when analyzing if undistributed pass through income should be considered?
- the extent to which shareholder spouse has access or control over pass through income
2.limitations governing corporate distributions to shareholders - purpose the funds are being retained
What did the Niederman case stand for?
Reiterates that all sources of income available to parties must be considered including retirement. In Niederman, Court was required to consider income the wife would receive from IRA even though she had to take steps to set up a 72(t) withdrawal plan in order to make penalty fee withdrawals prior to age 59 1/2. It put Wife’s retirement into pay status to give sizeable income without invading principal.
What must court consider in determining if a spouse is voluntarily unemployed?
- If employment previously existed and was terminated voluntarily
- If unemployment is a result of spouse’s failure to diligently find employment that is equivalent in income to former position
If income is to be imputed, what must trial court do?
Trial court may only impute a level of income supported by evidence of
-employment potential and probably earnings based on work history
-qualifications
-wages in community
What is TCJA?
Tax Cuts & Jobs Act
What year did TCJA say alimony payment no longer deductible and no longer taxable to recipient?
Starting in 2019.
Does the recapture rule apply?
Not after 12/31/2018.
Parties agree W will stay home with kids during marriage and H can afford same. Upon divorce, W wants to remain home with kids and H can afford. Is it error for court to award alimony?
It is improper if recipient spouse is able to be rehabilitated.
Can court award alimony to equalize financial position of parties?
It’s error to do that according to Donoff 4th DCA 2006.
When should lump sum alimony be awarded?
- special necessity justifying it
- unusual circumstances which would require the non modifiable award & payor can make payment without endangering economic status
Is lump sum alimony an additional form of alimony?
No, rather it is a manner in which alimony is paid.
Can court order lump sum equitable distribution?
Yes, it is just an equalizer payment but it can’t be treated like alimony or subsequently reclassified alimony to employ enforceability power.
Is lump sum alimony modifiable?
No - it’s non modifiable, payment doesn’t terminate upon death of payor or remarriage or recipient which is why special and unusual circumstances are required for such an award
H has a history of refusing to pay support. Can court award lump sum?
Yes - this would be an appropriate lump sum alimony award
Can court order lump sum rehab alimony?
Yes.
Is an award of life insurance or a bond standard in DOM
No. The court must make specific findings that there are special circumstances that warrant the purchase or maintenance of a life insurance policy or bond to secure the alimony award.
What are grounds for court to order an obligor to secure a support obligation with life insurance
There are special circumstances that warrant the purchase or maintenance of a life insurance policy or bond to secure the alimony award.
What are some methods of security a support award?
Purchase of or maintaining a current life insurance policy, or bond.
How are the costs of life insurance or a bond paid when being ordered to secure an alimony award?
The court may apportion the costs of insurance or bond to both or either parties based upon a determination of the ability of the obligee and obligor to pay such costs.
What is the standard of review for alimony?
Abuse of discretion.
What is needed in an order for alimony to sustain appeal?
Competent, substantial evidence.