Complex FINANCIAL

If your community (marital) property includes sophisticated financial holdings such as businesses, retirement plans and investments, you need a divorce lawyer who understands complex tax issues and business valuation. 

When a large amount of money and jointly held assets (such as a business) are involved, property division is complicated. We can help you with the valuation and separation of the business(es) and related assets including:

• Businesses and partnerships
• Professional practices
• Privately and publicly held companies
• Stock options, stock awards and portfolios
• Benefit plans
• Minority interests and discounts
• Investment and retirement plans

One of the most crucial steps is the valuation of a couple's personal and real property, as well as their financial assets. In complex divorces, the financial assets usually include sophisticated holdings, which can cause issues such as:

• One party being excluded from agreements
• Co-mixing of labor and personal service with use of separate funds
• Co-mingling of bank accounts and assets
• Separate property tracing

It takes an attorney with experience in complex divorce to know what issues to look for in these cases. You can trust our legal and financial experience in complex divorce matters. If your community (marital) property includes sophisticated financial holdings such as businesses, retirement plans and investments, you need a divorce lawyer who understands complex tax issues and business valuation.