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Employee Retirement Income Security Act (ERISA) › Division of Assets

Burns & Levinson LLP

The SECURE Act – Considerations for January 2020

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Often times in a divorce matter, the two biggest assets the parties have are their house and retirement accounts. While everyone was busy with the recent holiday rush, President Trump signed the SECURE Act into law as part of...more

Burr & Forman

Dividing IRAs in the Context of a Divorce – No Good Deed Goes Unpunished

Burr & Forman on

The recent United States Tax Court case of Jeremy Ray Summers v. Commission, T.C. Memo 2017-125, is an example of the old adage that “no good deed goes unpunished.” The case also highlights how sometimes form triumphs over...more

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