Highlights
• Divorce and ongoing payment issues dealing with alimony and child support
• Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others
• Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales
• Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets
• High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options
Objectives
• Understand which types of assets, plans or equity components the client should pursue during the division
• Identify tax elements inherent in valuing and selling assets
• Value retirement plans
• Determine community property vs. common law issues