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Working with Financial Documents

Complex & High Value Assets

Matters that involve Complex & High Value Assets make it especially important to have an experienced and capable attorney to protect your interests.

We advocate for you to receive a fair portion of community assets and strive to protect you against losses - now and in the future.

Complex Assets

Complex Asset cases involve more than the normal house, cars, credit card debt, and personal property. Complex Assets include: 

  • Business Interests, including starting, owning, and/or operating a business

  • Marital Waste concerns, such as spending money on an affair, or other harmful-to-the-community expenses

  • Unfair gains from bonuses, restricted stocks, stock options, or pensions

  • Offshore accounts, hidden accounts, and/or suspicions of "creative" accounting

  • Complicated trusts

  • Ownership of multiple residences and/or rental properties

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These cases are complex because not only do you have larger valued assets, but you also have more risks of:

  • Current and future risk

  • Loss of future revenue

  • Loss of future value 

  • Tax liabilities​

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Stock Market chart

Additional considerations in Complex and High Value Asset cases include:

- Current and future risk     - Loss of future revenue     - Loss of future value     - Tax liabilities​

Green plant growing out of a pile of coins
High Value Assets

High Value Assets cases involve sizeable financial, property, businesses, and/or material resources, including:

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  • Real estate valued over $5,000,000

  • Bank accounts valued over $5,000,000

  • Personal property valued over $5,000,000

  • Pensions valued over $2,500,000

  • Stock options or bonuses valued over $2,500,000

For both Complex &
High Value Asset cases,
we often assist with:

  • Division of community businesses, including business valuations and/or forensic accounting

  • Division of community property, including restricted stock units, stock options, pensions, and/or other forms of compensation

  • Allocation of debts, including bankruptcy and/or other forms of liens/garnishments on the community

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