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Get a Mesa Tax Lawyer For Qualified Domestic Relations Orders (QDRO)

Our law firm will protect your assets during your family's transition

A well-prepared Qualified Domestic Relations Order (QDRO) can potentially save thousands of dollars for a separating couple, but you need an experienced Mesa tax lawyer who is well-versed in tax planning and asset protection to achieve that goal.

There are many matters that need to be settled when married couples separate or divorce, and some of the most difficult and confusing of those issues are financial. A qualified domestic relations order (QDRO) is a court order used to help separating couples split their pension plans during divorce. Contact us today for a free consultation.

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We can assist with your complex QDRO case

Essentially, a QDRO is a court order that requires a pension plan administrator to pay a portion of the benefits to the participant's former spouse, more formally known as an "alternate payee." A QDRO is a fairly complex order that accompanies a divorce agreement and specifies the amount and means of calculating the benefits awarded. Only certain retirement plans qualify for QDROs.

These cases can be complex, but Mesa tax attorney Shad M. Brown can answer your questions, including:

  • Does my or my spouse's retirement plan qualify for a QDRO?
  • How can I make sure I receive the benefits I need to maintain my quality of life?
  • How can we reduce tax liability and keep more of that pension?

By default, the former spouse who is the plan beneficiary is responsible for paying any associated taxes. However, the beneficiary also has the option of rolling over the money into his or her own IRA, which postpones payment of taxes. This step can potentially save thousands of dollars for both spouses if the size of the retirement account is substantial.

A QDRO is just one method we can use to safeguard your assets during a divorce. Rely on our experience in tax law to find the most favorable way forward as you go through this important transition. Contact us today for a free consultation.

3850 E Baseline Rd, Suite 112
Mesa, AZ 85206
(480) 447-7107
7473 E. Tanque Verde Road
Suite 100
Tucson, AZ 85715
(520) 822-8239
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Bld 100, #214
Scottsdale, AZ 85260
(480) 771-2261
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Chandler, AZ 85226
(480) 418-8641
14441 W. McDowell Road
B102 Suite E
Goodyear, AZ 85395
(623) 232-0674
14050 N. 83rd Avenue
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Peoria, AZ 85381
(623) 900-1823
40 N. White Mountain Road
Suite A
Show Low, AZ 85901
(928) 813-0417
630 E. Highway 260
Suite B
Payson, AZ 85541
(928) 478-8833