APPROACH

 

We use a logical and fair approach to the division of retirement benefits and equity-based compensation in divorce or legal separation proceedings. Our team is focused on providing excellent customer service to our clients and the family law community so that we are an asset and an ally in facilitating the resolution of cases when retirement benefits are at issue.

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EXPERIENCE

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We have extensive experience with all types of qualified retirement benefit plans including defined contribution and defined benefit plans, as well as government plans such as the City of San Diego Retirement System (“SDCERS”), San Diego County Employees Retirement Association (“SDCERA”), California Public Employees Retirement System (“CalPERS”), Federal Employees Retirement System (“FERS”), and military retirement benefits.

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Our experience with equity-based compensation includes stock option plans, restricted stock units, incentive units, deferred compensation plans, and partner non-qualified plans.  

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SERVICES

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We perform calculations of the community interest, including valuations of retirement benefits, as well as preparing or reviewing the necessary court documents (QDROs, DROs, MSA language, or Division Agreement language).

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We accept direct representation of divorcing spouses or representation through the attorney of record. Our services provide an attorney-client relationship or an expert-witness relationship. We are solution oriented, and our goal as a neutral or an expert witness is to effectuate the accurate division of the community interest in retirement benefits.

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Please contact us for hourly rates or a flat fee quote for the scope of work needed.