Rockville Divorce Attorneys Skilled in Retirement Asset Transfers Help Clients in Maryland and Washington D.C.

A highly-respected law firm with exceptional experience in retirement asset transfers

While the most difficult part of divorce is often the pain and loss associated with ending a relationship, dividing assets, property, and debts can be an intensely trying experience as well. Without seasoned legal representation, muddling through retirement asset transfers can jeopardize your future and that of your children. Jo Benson Fogel, P.A. is a trusted name among Maryland divorce and family law firms. Our attorneys have more than 30 years of proven divorce and family law experience, concentrated on helping individuals retain or recover income from retirement benefits.

Identifying and valuing retirement assets

Sources of retirement income are among the largest assets that couples amass in the course of a marriage. In Maryland, if acquired or maintained during the marriage, these assets, and the future income therein, are subject to equitable distribution at the time of divorce. These assets can include any number of account types and plans:

  • Pension Plans
  • 401(k)s
  • 403(b)s
  • 457 Plans
  • Nonqualified Deferred Compensation Plans
  • Individual Retirement Arrangements (IRAs),
    including Roth IRAs and Payroll Deduction IRAs
  • Employee Stock Ownership Plans
  • Profit-Sharing Plans
  • Top Hat Plans

Often, couples have multiple retirement accounts between them, and identifying the full scope of these assets can be problematic. Furthermore, there are multiple methods through which retirement assets may be valued. Only a knowledgeable retirement asset transfer attorney should be trusted to handle these complex issues. The attorneys at Jo Benson Fogel, P.A. skillfully identify and value all retirement assets subject to division, to best position our clients to succeed financially after divorce.

Achieving equitable and enforceable divorce and retirement asset transfer agreements

Some divorce cases go to trial; other cases settle before trial. At our family law firm, we approach every case with the assumption that it could result in litigation. By doing so, our attorneys achieve a level of preparation early in the case that best positions you to obtain the full and fair settlement to which you are entitled. In the event that we cannot reach a settlement representative of your best interests, our Maryland divorce litigation attorneys are always prepared to fight for you in court.

Reaching settlement, either before or during trial, is simply a first step. Once you and your former spouse reach agreement concerning retirement assets, that agreement must be appropriately memorialized in order for it to be enforceable. The Rockville retirement asset transfer attorneys at Jo Benson Fogel P.A. have extensive experience preparing Qualified Domestic Relations Orders and similar retirement asset agreements. Our agreements hold up under scrutiny by courts and financial institutions alike.

A valued resource for clients during divorce and after, through tailored estate planning

Managing a single household after divorce can be daunting. Our family law and estate planning attorneys have helped individuals in Rockville, Gaithersburg, Silver Spring, Bethesda, Mitchellville, Washington, D.C. and surrounding areas financially regroup after the breakup of a marriage. Our estate planning practitioners guide clients through:

  • Transferring retirement assets into new accounts
  • Revising wills
  • Establishing trusts
  • Modifying powers of attorney

We consider your unique needs and wishes in crafting a tailored estate plan. And, you can trust us to always anticipate circumstances that may warrant a reconsideration of your estate plan.

Contact our Rockville retirement asset transfer and family law attorneys today for sound guidance

With our firm by your side, you benefit from more than three decades of divorce and family law knowledge and experience. Our Maryland family law attorneys work hard to ensure you are well-protected during a divorce, and your future is financially secure. Call Jo Benson Fogel, P.A. at (301) 468-2288 or contact us online to schedule a confidential consultation.


Print Friendly, PDF & Email