Lynch & Owens Podcast - An AI-Generated Family Law Podcast

Lynch & Owens Podcast - An AI-Generated Family Law Podcast Trailer Bonus Episode 13 Season 1

The Risks and Benefits of Self-Adjusting Alimony Orders in Massachusetts

The Risks and Benefits of Self-Adjusting Alimony Orders in MassachusettsThe Risks and Benefits of Self-Adjusting Alimony Orders in Massachusetts

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This AI-generated podcast reviews a blog by attorney Moriah J. King of Lynch & Owens entitled, The Risks and Benefits of Self-Adjusting Alimony Orders in Massachusetts.  

Creators & Guests

Writer
Moriah J. King
Moriah J. King is an attorney and family law blogger at Lynch & Owens, P.C. Her blogs frequently provide the content for the Lynch & Owens Podcast.

What is Lynch & Owens Podcast - An AI-Generated Family Law Podcast?

We are a podcast focused on Massachusetts divorce and family law issues, brought to you by the attorneys of Lynch & Owens, PC.

Our podcasts are generated by Google NotebookLM, an artificial intelligence platform, based on blogs created by the attorneys of Lynch & Owens, P.C. of Hingham, Massachusetts. Note that the opinions offered in the show are generated by artificial intelligence and may differ from the source material. Neither our blogs nor our podcasts are legal advice.

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Host 1:

Ever think about what happens when your soon to be ex is about to get a big promotion right as you're getting divorced?

Host 2:

Oh, yeah.

Host 1:

Should that impact your alimony payments?

Host 2:

Right. Or what if they decide to take some, like, risky new job and their income totally tanks?

Host 1:

Yeah. Does that change things?

Host 2:

I mean, that's where things get really interesting with these self adjusting alimony orders.

Host 1:

Exactly. And that's what we're gonna be talking about today. Diving deep. We're diving deep into a blog post by a Massachusetts divorce lawyer named Mariah j King.

Host 2:

Alright. She's

Host 1:

from Lynch and Owens.

Host 2:

Got it.

Host 1:

And, she really gets into the nitty gritty of these self adjusting alimony orders.

Host 2:

Yeah. These things are fascinating.

Host 1:

They can be so complicated.

Host 2:

Yeah. And there's this 2024 case that she talks about in her blog.

Host 1:

Oh, really?

Host 2:

Yeah. Telvidi versus Telvidi. It really shows you how messy these agreements can get.

Host 1:

I mean, I think most people think alimony, you get a certain amount every month, that's it. Right?

Host 2:

Yeah. I think so. Right? Like, with child support here in Massachusetts at least, it's usually a fixed amount.

Host 1:

Yeah. You know, so you have some sense of, you know, financial stability.

Host 2:

Right. You can budget. You can plan.

Host 1:

The returning king explains that these self adjusting orders, they go up and down with the payer's income.

Host 2:

Yeah. And sometimes even the recipients. They get really wild.

Host 1:

So just to be clear, though, she does say that while judges here in Massachusetts can order self adjusting child support

Host 2:

Mhmm.

Host 1:

They don't really like to do it for alimony after a trial.

Host 2:

No. They really don't. I mean, I think they wanna wrap things up cleanly. You know? Yeah.

Host 2:

Avoid any future drama.

Host 1:

Yeah. Keep it out of the courts.

Host 2:

Exactly. Predictability. That's what they're going for.

Host 1:

For. Predictability.

Host 2:

Yeah.

Host 1:

So fixed payments are definitely easier for the courts.

Host 2:

For sure.

Host 1:

But as attorney King points out, separating couples can actually agree to this self adjusting alimony.

Host 2:

Yeah. They can put it right in their separation agreement.

Host 1:

And that's when things get really interesting.

Host 2:

Oh, yeah. That's where the fun begins.

Host 1:

So let's talk about, like, the pros and cons here.

Host 2:

Okay.

Host 1:

I mean, on the one hand, self adjusting alimony is supposed to be fairer over time. Right?

Host 2:

Right. In theory, at least, if the payer's income goes up, the alimony goes up too. Yeah. So the recipient doesn't lose out on their ex's success.

Host 1:

And in theory, you don't have to go back to court all the time for modifications.

Host 2:

Right. Because those can be expensive and time consuming.

Host 1:

And emotionally draining.

Host 2:

Oh, totally.

Host 1:

But attorney King brings up a really good point.

Host 2:

What's that?

Host 1:

She mentions this 2017 case.

Host 2:

Oh, I know the one Young v Young.

Host 1:

Yep. And, basically, the court said that alimony recipients shouldn't automatically benefit from, like, a massive post divorce salary jump.

Host 2:

Yeah. If it wasn't part of the original agreement.

Host 1:

Right. Because that wasn't part of the lifestyle they had during the marriage.

Host 2:

Yeah. The marital standard of living. That's what it's all about.

Host 1:

Right. So, like, if someone suddenly becomes a millionaire after the divorce

Host 2:

Right.

Host 1:

The ex shouldn't necessarily get a cut of that.

Host 2:

Unless, of course, they had a self adjusting order.

Host 1:

Right. Because then they Yeah.

Host 2:

It can get tricky.

Host 1:

So it's kind of a double edged sword.

Host 2:

For sure.

Host 1:

It can protect the recipient if the payer makes more money, but it could also give them what some people might see as an unfair advantage.

Host 2:

It all depends on how you define fairness in these situations.

Host 1:

Right. Because what is fair in a divorce?

Host 2:

That's the million dollar question.

Host 1:

And then what happens if the payer's income goes down?

Host 2:

Oh, yeah. The flip side.

Host 1:

Like, they lose their job

Host 2:

Uh-huh.

Host 1:

Or their business fails?

Host 2:

With a fixed order, the recipient at least knows they're getting something.

Host 1:

Yeah.

Host 2:

But with a self adjusting order, they could be left with very little.

Host 1:

Exactly. And that's something attorney King really emphasizes.

Host 2:

Yeah. She's big on making sure both sides understand the risks.

Host 1:

And I imagine it could discourage payers from, like, taking a promotion or going for that higher paying job.

Host 2:

Oh, absolutely. Why work harder if a big chunk of your income is going straight to your ex? Exactly. It's a tough situation.

Host 1:

And then on top of all of that, attorney King points out that the formulas for these self adjusting orders

Host 2:

Don't even get me started.

Host 1:

They can be so complicated.

Host 2:

It's not just about picking a percentage.

Host 1:

Right.

Host 2:

You have to define what counts as income.

Host 1:

Oh, boy.

Host 2:

And that can lead to a whole other set of problems.

Host 1:

Especially when you start talking about bonuses and stock options and all those other financial things.

Host 2:

Oh, yeah. One little ambiguity, one tiny comma out of place

Host 1:

And boom.

Host 2:

You're back in court.

Host 1:

Which brings us back to that Telvidi case.

Host 2:

Ah, yes. A classic example of what not to do.

Host 1:

Attorney King uses it to show just how important it is to be super specific in these agreements.

Host 2:

Especially when you're dealing with complex financial stuff.

Host 1:

So tell me what happened in this Telvidi case.

Host 2:

Well, it all came down to the definition of earned income from stock options.

Host 1:

Stock options?

Host 2:

Yes. Specifically, these things called RSUs and PSUs.

Host 1:

What?

Host 2:

They're basically ways for companies to give their employees stock that becomes available over time

Host 1:

Okay.

Host 2:

Often based on how well the company does.

Host 1:

So I'm guessing the husband in this case, his income changed after the divorce.

Host 2:

You got it.

Host 1:

And there was a big fight over whether his stock options counted as earned income for the purposes of alimony. Alimony.

Host 2:

Bingo.

Host 1:

And what did the court decide?

Host 2:

Well, the appeals court ended up saying that he did owe over $573,000

Host 1:

Wow.

Host 2:

In back alimony.

Host 1:

All because of how they defined earned income.

Host 2:

It just goes to show you every word matters in these agreements.

Host 1:

It seems like attorney King is really stressing the importance of having a good lawyer.

Host 2:

Oh, absolutely. Someone who really knows the stuff inside and out.

Host 1:

Someone who can spot those potential problems before they blow up.

Host 2:

Exactly.

Host 1:

Alright. So we're starting to see just how complicated these self adjusting alimony orders can be.

Host 2:

Yeah. They're definitely not for the faint of heart.

Host 1:

But before we get too overwhelmed, let's take a quick break.

Host 2:

Sounds good.

Host 1:

We'll be right back to explore some potential solutions and see what attorney King has to say about navigating this tricky terrain.

Host 2:

I'm ready when you are.

Host 1:

We're back and still trying to wrap our heads around self adjusting alimony.

Host 2:

It's a lot to take in, isn't it?

Host 1:

Yeah. I mean, it seems like there are just so many potential problems.

Host 2:

Right. And attorney King, she doesn't really give, like, specific solutions in her blog post, but I think what she does is even more helpful.

Host 1:

How so?

Host 2:

She highlights the areas where things can go wrong

Host 1:

Oh, I see.

Host 2:

Which makes you really think about how to approach these agreements in the first place.

Host 1:

Yeah. Like, how do you protect both sides from those huge income swings?

Host 2:

Right.

Host 1:

Someone loses their job

Host 2:

Yeah.

Host 1:

Or wins the lottery

Host 2:

Mhmm.

Host 1:

A fixed percentage doesn't really seem fair in those situations.

Host 2:

It's a tough one. And I think one thing that attorney King keeps coming back to is the definition of income.

Host 1:

Yeah. We saw that in the Telviti case.

Host 2:

Right. One little ambiguity, and it cost the guy a fortune.

Host 1:

So you're saying be super specific about what counts as income in the agreement?

Host 2:

Absolutely no room for interpretation when it comes to bonuses, stock options, all that stuff.

Host 1:

Yes. Spell it out clearly.

Host 2:

Avoid those nasty court battles later on.

Host 1:

And maybe you could build in some safeguards too.

Host 2:

Oh, yeah. Like caps and floors on the adjustment.

Host 1:

Okay. So, like, if the payer's income suddenly drops, the alimony wouldn't go below a certain amount.

Host 2:

Right. That would protect the recipient from being completely cut off.

Host 1:

And on the flip side, if the payer suddenly becomes a millionaire Mhmm. Maybe there's a cap on how much the alimony can increase.

Host 2:

Exactly. Something that's more in line with the lifestyle they had during the marriage.

Host 1:

Yeah. That makes sense.

Host 2:

Attorney King talks about this idea of the marital standard of living.

Host 1:

Right.

Host 2:

It's about recognizing that alimony should be based on what the couple had together, not on some future windfall.

Host 1:

So it's like a balancing act.

Host 2:

Yeah. You wanna acknowledge that income can change.

Host 1:

Mhmm.

Host 2:

But you also wanna keep things within the realm of what was established during the marriage.

Host 1:

I see.

Host 2:

It's a delicate balance.

Host 1:

And maybe instead of a fixed percentage, you could have, like, a tiered system.

Host 2:

Interesting.

Host 1:

So as income changes, the alimony adjusts in smaller steps.

Host 2:

Steps. Yeah. That would make the transition smoother.

Host 1:

Yeah. Less of a shock to the system.

Host 2:

That's a good point.

Host 1:

But wouldn't that make these agreements even more complicated?

Host 2:

It could. And that's the challenge. Right? Finding that sweet spot between flexibility and clarity.

Host 1:

Yeah. Attorney King is really big on clarity.

Host 2:

She says ambiguity is the enemy in these agreements.

Host 1:

And the more complex the formula Uh-huh. The more room there is for arguments and misunderstandings.

Host 2:

Exactly. So maybe it's not just about tweaking the formulas.

Host 1:

Maybe we need to rethink the whole approach.

Host 2:

What do you mean?

Host 1:

Well, attorney King talks about shifting the focus from dividing assets to understanding the long term goals of both parties.

Host 2:

Oh, yeah. I like that.

Host 1:

So it's less about who gets what

Host 2:

Uh-huh.

Host 1:

And more about creating a sustainable financial plan for both people.

Host 2:

Right. A plan that recognizes that life is unpredictable.

Host 1:

People change jobs. Yeah. Markets crash.

Host 2:

It happens.

Host 1:

You never know what's gonna happen.

Host 2:

So what are you suggesting?

Host 1:

What if these agreements had, like, a mandatory review period?

Host 2:

Okay.

Host 1:

Every few years, the parties would come back to the table Mhmm. Reassess their situation, and make adjustments if needed.

Host 2:

That's an interesting idea. It would keep the agreement flexible.

Host 1:

Yeah. And it might help reduce some of the conflict.

Host 2:

Because everyone would know that things can be adjusted down the line.

Host 1:

Right. It wouldn't be this, like, one time battle.

Host 2:

I like

Host 1:

it. And this is where having a good lawyer is so important.

Host 2:

Oh, yeah.

Host 1:

Someone like attorney King who can help you think through all the possibilities.

Host 2:

Someone who's not just there to draft the paperwork.

Host 1:

Right. But to really guide you through the process.

Host 2:

Because let's face it. Nobody has a crystal ball.

Host 1:

Yeah.

Host 2:

But a good attorney can at least help you prepare for the unexpected.

Host 1:

And make sure you're protected no matter what happens.

Host 2:

Exactly. And just to be clear, all of this is specific to Massachusetts. Right. Laws and precedents are different everywhere else.

Host 1:

So if you're listening to this

Host 2:

Mhmm.

Host 1:

And you're not in Massachusetts

Host 2:

Right.

Host 1:

Definitely talk to a lawyer in your state.

Host 2:

Good point.

Host 1:

Before you make any decisions.

Host 2:

For sure.

Host 1:

So is there anything else about attorney King's blog post that really jumped out at you?

Host 2:

I think her focus on the Telvita case was really smart.

Host 1:

Yeah. It was a great example.

Host 2:

It showed how something as simple as the definition of earned income income can have huge consequences.

Host 1:

So the takeaway there is

Host 2:

Be precise. Every word matters. Every comma, every clause.

Host 1:

It can all come back to bite you.

Host 2:

If it's not clear.

Host 1:

Well said. I think that's a good place to pause for now.

Host 2:

Okay.

Host 1:

We'll be right back with our final thoughts and a question for our listeners to consider. Alright. So we're back.

Host 2:

Back again.

Host 1:

Still thinking about self adjusting alimony.

Host 2:

It's a lot, isn't it?

Host 1:

It really is. And we have attorney Mariah King to thank for all these insights.

Host 2:

Yeah. She really knows her stuff.

Host 1:

And I think the big takeaway here

Host 2:

What's that?

Host 1:

Is that if you're even thinking about a self adjusting alimony order Uh-huh. Talk to a lawyer.

Host 2:

Oh, yeah. A good one.

Host 1:

Someone who specializes in family law in your state.

Host 2:

Absolutely. Because the laws are different everywhere.

Host 1:

Exactly. Attorney King is in Massachusetts.

Host 2:

Right.

Host 1:

So everything she's talking about is specific to Massachusetts law.

Host 2:

It's a good reminder for everyone listening.

Host 1:

Yeah. Do your research.

Host 2:

For sure.

Host 1:

Know what you're getting into.

Host 2:

And don't be afraid to ask questions.

Host 1:

Oh, yeah. Lots of questions.

Host 2:

Because like we've been saying, these self adjusting orders, they're not for everyone.

Host 1:

Definitely not.

Host 2:

They can be really complicated. Right. And if they're not done right

Host 1:

Right.

Host 2:

They can cause a lot of problems.

Host 1:

So as we wrap up this deep dive Okay. I wanna leave you with this question.

Host 2:

Alright. I'm listening.

Host 1:

Do you think these self adjusting alimony orders Mhmm.

Host 2:

Could

Host 1:

they ever become, like, the standard way of doing things?

Host 2:

Wow. Instead of the exception. Yeah. That's a good question. I mean, they do have the potential to be fairer Right.

Host 2:

Over time.

Host 1:

If both parties' incomes are constantly changing Uh-huh. It makes sense to have the alimony adjust too.

Host 2:

But then there's that unpredictability factor.

Host 1:

Alright. You never know what's gonna happen.

Host 2:

Exactly. So maybe they'll always be a bit too risky for some people.

Host 1:

Yeah.

Host 2:

It's hard to say.

Host 1:

Well, Attorney King's blog post has definitely given us a lot to think about.

Host 2:

It has for sure.

Host 1:

And I think it's a good reminder that the law is constantly evolving.

Host 2:

Well, it's changing.

Host 1:

So it's important to stay informed.

Host 2:

And to have a good lawyer on your side.

Host 1:

Absolutely. Well, that's it for this deep dive into the world of self adjusting alimony.

Host 2:

Thanks for joining us.

Host 1:

We'll see you next time.