LOCAL, PERSONAL & KNOWLEDGEABLE 

I do not provide representation to non-attorneys. I am a legal consultant and my services are contracted by family law attorneys, only.

My services include:

• Reviewing retirement plan documents

• Assisting with comprehensive retirement and financial account discovery

• Providing litigation support, including expert testimony

• Negotiating and drafting key separation/settlement agreement provisions related to retirement and financial assets

• Assisting divorce/dissolution mediators, and in collaboration

• Serving as a third-party "QDRO-neutral" in Collaborative Divorce cases

• Providing written interpretations of opposing party QDROs

• Drafting QDROs in accordance with state and federal law, as well as individual plan terms

• Providing explanations of material QDRO terms to share with your client and obtain sign-off for your file

• Dividing state and federal government plans, non-qualified retirement assets, and other forms of deferred compensation, which are not subject to QDRO

• Offset of financial assets with other property; net present value analysis

Passive growth trace analysis: If one of the parties contributed to an account (for example, an IRA, brokerage, 401(k), 403(b), 457(b), ESOP, profit sharing, or savings plan) before or after the marriage, or rolled over a prior non-marital asset into the current, I provide ‘tracing’ services to determine the passive growth on such separate property.

Spousal & child support arrearages: Remember, QDROs are strategic and creative tools beyond determining marital property rights. My services also include drafting a QDRO to pay child support obligations and arrearages, as well as alimony. 

QDRO PREPARATION IS SUBJECT TO CONTRACT TERMS AND CONDITIONS.

IMPORTANT DISCLAIMER:  I DO NOT PROVIDE TAX, INVESTMENT, OR FINANCIAL ADVICE OF ANY KIND. I DO NOT OFFER ANY OPINIONS, ANALYSES, OR COMPARISONS WITH RESPECT TO POTENTIAL FEDERAL, STATE, OR LOCAL TAX LIABILITIES AND INCOME TAX ALLOCATIONS. ONE MUST CONSULT A CPA, TAX ATTORNEY, OR OTHER QUALIFIED TAX AND/OR FINANCIAL ADVISOR REGARDING THE SPECIFIC TAX TREATMENT AND RAMIFICATIONS OF ANY BENEFIT ELECTION, ROLLOVER, TRANSFER, OR DISTRIBUTION.