Services and Process

Services and Process


Services


Attorney Young has prepared a wide variety of orders that divide public and private, defined benefit (pension and Cash Balance) plans and defined contribution (401(k), 403(b), and 457 plans. Plan participants have included trades union members, professional athletes, nurses, doctors, professors, law firm partners, corporate executives with “top hat” plans, and state, local, and federal public servants.


Attorney Young is often hired as a neutral by both parties to a divorce.  He uses his expertise as a mediator and client counselor to minimize conflict and delay.

When requested, he also provides extensive consultation services to lawyers in need of assistance in drafting separation agreements or clarifying sophisticated pension and retirement issues. 


He is not an actuary, and cannot do hypothetical valuations.   


The basic three-step process

1.   He collects all the needed documents and information, then prepares and circulates a draft for both sides to review.


2.   Once the parties agree on the draft, he submits the draft to the plan administrator for preapproval as to form, and makes any changes the administrator requests.


3.  The parties then file the order with the court.  Usually, they have their regular divorce attorneys do so, but Attorney Young may be available to help, if he's been hired as a neutral.

Share by: