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Preserving Investments in Divorce

Division of Stocks, Bonds and Investments in Divorce

Columbus Marital Property and Investment Portfolio Division Attorney

Many of our Central Ohio clients are seeking, or are involved in, the termination of a marriage involving significant assets in the form of inheritances, investment accounts, investment real estate, offshore investments or retirement accounts such as a 401(k). Whether this termination comes about by dissolution, divorce or legal separation, our firm has the experience and resources to determine the exact nature of the investments and which portions may be subject to division due to their nature as marital assets.

In these cases, questions can often arise as to the source of the funds used to obtain the investments. Determining whether an investment is marital property or separate property can be a complicated process requiring the work of financial, accounting and investment experts. Frequently, there are also issues involving the transformation of premarital funds or gains on premarital investments that may be considered marital property.

An accomplished divorce attorney at the Law Offices of William L. Geary will be able to provide you with the sound legal guidance and access to respected experts — forensic accountants, investment brokers and financial analysts — in order to trace the origin of the funds in complex investment portfolios.

Preservation of Investment Assets for High Net-Worth Ohio Divorce Clients
Call our Columbus offices at 614-228-1968, or e-mail us today.

One of the most effective methods for preserving investment assets in a divorce is through pre-divorce planning. This is especially true in cases where both parties agree that investment funds should be given to children in trusts as a means of securing their futures by paying for college or other life expenses. Investment funds such as these may not be subject to division during divorce proceedings.

Contact us today to schedule a detailed and confidential discussion of your investment asset valuation and division concerns with a knowledgeable and experienced Central Ohio divorce lawyer.