Whenever you combine and equalize accounts-what you are doing is mathematically saying that $1 in investments in one account is equal to $1 in investments in the other account-which is mathematically inaccurate-the degree to the inaccuracy depends on the investments, but one party will be ‘shorted’ on the investment gains […]
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At the martial settlement stage, clients expect that discovery is finished and all there is left to do and know about a case is what ‘strategy’ to employ in settlement negotiations or trial. Yet commonly the retirement assets, often the largest assets of the marriage, are insufficiently researched before commencement […]
Non-qualified plans-what you don’t know
If you need to complete a separate property trace, please check out my calculators for public use! I have calculators for tracing pre-marital interest and post-marital interest and different calculators if you have all the records-or do not have all the records and want to plug in your best guesses! […]
Separate Property Tracing Calculators
MSA Military Pension Decision Tree and Suggested Language The world of Military Pensions were never very easy-but the complexities just hit the moon with all the changes in 2017. The “community split” or “divide in half” language in a Marital Settlement agreement just doesn’t cut it any more for Military […]
Military Pension Decision Tree for Suggested Marital Settlement Agreement Language
I am honored to speak on June 22, 2017 to the Long Beach Bar Association on the ever changing Military benefits laws and how those changes impact family law litigants. I will be discussing the “Frozen Benefit” rule that impacts cases with Active Duty Service members whose divorce was not […]
Military Pensions-Long Beach Bar Association June 22, 2017
Set an appointment with the Law Office of David T. Ruegg by going to: https://calendly.com/qdro
Set an appointment with Calendly!
Do you need to prepare a joinder for your case? The Law Office of David T. Ruegg is offering a new free service to the family law community. Our Online Joinder Generator prepares your forms for you so you can join the retirement plan to your case. Check out the […]