Attorney, CDFA, and author Patrick Kilbane joins me to discuss what you need to consider when selecting a divorce attorney. In this episode, we cover some criteria for choosing an attorney, questions to ask during your initial consultation, and what you need to know about your money as you move through divorce.

Patrick is Partner, the General Counsel, and a Wealth Advisor for Ullmann Wealth Partners, headquartered in Jacksonville Beach, FL.  Ullmann Wealth Partners is an independent wealth management firm that manages nearly a billion dollars of client assets. Pat has earned the Certified Divorce Financial Analyst designation and has testified as an expert witness in divorce cases over the last ten years.  He’s also the author of Move Forward Confidently, a Woman’s Guide to Navigating the High Net Worth Divorce.

Featured topics include:

• The criteria for selecting an attorney that is right for you (3:06)
• Some questions to ask during the initial consultation (10:51)
• The two most important aspects of your divorce case (25:05)
• What you need to know about your money before going into a divorce(30:43)

Learn more about Patrick Kilbane:

Patrick Kilbane is a Partner, the General Counsel, and a Wealth Advisor for Ullmann Wealth Partners, headquartered in Jacksonville Beach, FL.  Ullmann Wealth Partners is an independent wealth management firm that manages nearly a billion dollars of client assets in custody at Fidelity.  Before joining Ullmann Wealth Partners, Pat was a Shareholder at Gray Robinson, P.A., where he had a thriving specialty litigation practice (mainly high net-worth divorce cases).  Pat was recognized multiple times by Florida Trend and Super Lawyers Magazine for his skills and professionalism. Pat has earned the Certified Divorce Financial Analyst designation and has testified as an expert witness in divorce cases over the last 10 years.

Pat serves the Northeast Florida Region in several roles.  He’s received five gubernatorial appointments to the Judicial Nominating Commission for Florida’s Fourth Judicial Circuit and the Jacksonville Aviation Authority Board of Directors.  His fellow board members elected him Chairman of both boards.  Further, Pat is the President of the Jacksonville Lawyers Chapter of the Federalist Society.  In 2014-2015, Pat was elected President of the Young Lawyers Section of the Jacksonville Bar Association.

In 2005, Pat received his Juris Doctor degree from the University of Notre Dame.  He received his Bachelor of Business Administration degree, summa cum laude, from Adrian College, where he earned the full-ride, merit-based Dawson Scholarship and was named the Outstanding Graduate by faculty vote for the Class of 2002, and is a member of the Board of Trustees.

Resources & Links:

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Ullmann Wealth Partners
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Move Forward Confidently: A Women’s Guide to Navigating High-Net-Worth Divorce

TODAY’S EPISODE IS SPONSORED BY:
THE REVISED SHOULD I STAY OR SHOULD I GO? PROGRAM