Retirement & Investments

Pensions, Retirement and Investment Accounts in Divorce

For many divorcing individuals, the most substantial assets up for negotiation will be retirement and investment accounts of various kinds. Under some circumstances, these can be relatively simple to identify as marital property no matter how big the portfolio balances might be, and they can be liquidated and divided, bought out or settled through the use of qualified domestic relations (QDRO’s) orders.  In other cases, the division of investments and pension accounts is complicated by characterization issues, valuation problems or the vague terms of an old prenuptial agreement. Some 401(k) accounts or defined benefit pensions are difficult to value or divide if part of their value existed prior to the marriage.

For dependable advice in property division cases involving investments and retirement accounts, contact Barbra Amron Weisberg, P.A. in Boca Raton. We are familiar with complex marital estate issues, and we are up to the challenge of complicated retirement and investment account disputes as well.

Property Division Questions

Our aim for our clients is to protect your future financial security to the greatest extent possible through careful analysis of each element of the marital estate, and work with you to define a property division proposal that best meets your needs while satisfying the requirements of Florida Divorce law.  As an equitable distribution state, Florida starts from the presumption that marital property will be divided evenly, and it’s up to the parties to show why one or the other should get a bigger share. Once we’re satisfied of the strength of your legal position and the soundness of our strategy, we won’t hesitate to recommend a court hearing to avoid otherwise unnecessary concessions.

At Barbra Amron Weisberg, P.A. we apply our general principles of marital property division to such investments and retirement assets as the following:

• Securities accounts
• Investments in closely held corporations, family businesses or other illiquid assets
• Real estate investments
• Retirement accounts – IRA’s and 401(k)
• Pensions and defined pension benefits

Contact our Boca Raton investment assets attorney today

Contact Barbra Amron Weisberg, P.A. in Boca Raton to learn more about our approach to client service in complex property division situations.