Services

Bringing in an expert, in any situation, is about value-adding and risk avoidance. It’s about recognizing that, in our lives or legal practices, there are some things we have to get right the first time.

 

Primary services include: 

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      Qualified Domestic Relations Order (QDRO) Drafting

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      Pension Present Value Analysis

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      Pension Plan Operation Analysis ​

 

      Mutual Fund Tracing 

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      Individual Retirement Account (IRA) Division Coordinating

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      Deferred Stock Valuation Analysis

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      Divorce Separation Agreement Language

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      Tax Strategy for Deferred Compensation Plans

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No plan is ever the same so please feel free to email or submit on the 'Contact Us' page with fact-specific inquiries related to the deferred compensation plan in question. 

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