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 […]
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 […]
Try out our Free Online Joinder Generator!
The 89th Annual Meeting of the State Bar of California takes place in San Diego between Thursday, September 29 and Sunday, October 2. We’ll be there at the vendor tables, chatting with passersby about Qualified Domestic Relations Orders and dividing problematic pension plans! If you’re around, stop by and we’ll chat.
Join Us at the Cal Bar’s Annual Meeting
Attorney David Ruegg recently had the article, “QDRO Cash Outs, Equalizations, and Tax Ramifications” published in Riverside Lawyer Magazine in the April 2016 issue. Though it may not be everyone’s idea of casual or fun reading, you can check out the article below. Riverside Lawyer Magazine – April 2016 Issue