There are state and Federal requirements for division of some assets, such as pension benefits, which must be accommodated for the division to take place. For example, Qualified Domestic Relations Orders (“QDROs”) may be utilized to divided qualified tax deferred pensions and retirement plans such as 401(K) plans. Unvested and non-qualified plans must be carefully reviewed to avoid as much as possible tax consequences. Bonuses paid in stock or stock options and grants will have to be evaluated as to the community value and the division must take into consequence tax on those assets when exercised. Sale or transfer of the marital home is often the single most important asset of a community. Marilyn majored in tax law and works closely with a forensic Certified Professional Accountant who understands Arizona dissolution law and practice.

 

Issues you may wish to discuss with Marilyn include how am I removed from liability if my spouse keeps the home, what are my rights to my spouse’s social security contributions, how are unvested stock options and grants evaluated, and how much of my spouse’s pension am I entitled to claim.