For many couples, retirement accounts and pensions are the most valuable assets they own. Fairly dividing these assets can be a substantial hurdle. Not only must the accounts be accurately valued — a task that sometimes requires an expert valuation — but because they are often managed by third parties, many must be divided through a qualified domestic relations order (QDRO).
Dedicated And Professional Legal Guidance
At the family law practice of Jacobson Legal Group, S.C., in Brookfield, our attorney has substantial experience in advising clients on the division of retirement funds in divorce cases. Lawyer Karyn Gimbel Youso has more than 20 years of legal practice experience and she also draws on a wealth of in-house legal knowledge and financial acumen of the entire Jacobson Legal Group team. We also know when to outsource the valuation and division of more unique retirement plans to special experts, to make sure assessments are completed in a timely and cost-effective manner. We effectively advise clients on division of retirement accounts and pensions, including:
- Defined benefit plans
- Defined contribution plans
- Profit-sharing plans
- Stock bonus plans/RSUs
- 401(k) plans
- Simplified employee pension plans
- Individual retirement accounts (IRAs)
- Roth IRAs
- Cafeteria plans
- Military pensions
Our attorneys consult with experts in valuation and taxation to provide thorough legal guidance regarding all ramifications of dividing these accounts. We also advise clients on whether they can receive credit for premarital contributions to retirement accounts and pension plans.
Low-Conflict And Traditional Divorces
In many cases, parties attain more flexible and favorable resolutions through out-of-court settlements. Our lawyers value the low-conflict approach to resolving property division disputes; both are trained mediators and skilled negotiators with experience in Collaborative Divorce.
If your case does proceed to court, you can turn to us for effective representation. Our attorneys are conscientious in preparing cases and value the clients’ feedback and opinions. We are dedicated to protecting clients’ property rights and interests.
Contact Our Waukesha County Pension Division Attorneys · Serving Clients Throughout Milwaukee Metro Area
Attorney Youso offers no-obligation initial consultations for a single flat fee. To schedule an appointment, contact our firm online or call 262-780-0460. Our office is located off Interstate 94 in Brookfield, Wisconsin. We serve clients throughout the Milwaukee metro and surrounding areas.