Protecting Your Part of a Pension Plan if Your Ex Spouse Dies
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Are you worried about protecting your part of a pension plan if your ex spouse dies? Learn more in this educational video, then give our attorneys a call to set up a review.
Question:
How Can I Protect My Part of a Pension Plan if My Ex Spouse Dies?
Answer:
When dividing a defined benefit pension plan, or one that provides a monthly payment, it is important to consider all options available to both parties and ensure their protection in the event the plan’s titled party dies.
- What happens if the titled spouse dies before electing the pension, and what happens if they die after electing their pension must be clarified.
- Setting up separate interest pension plans renders that a non-issue because each spouse has a separate interest in the pension, and neither’s rights will be affected by the death of the other.
- For a shared interest pension plan, it is important to ensure that the spouse who is not titled to the plan is protected by a survivor annuity and a pre-retirement survivor annuity based on the specific pension plan and what has been negotiated.
Contact experienced Attorney Jean Mahserjian in Saratoga NY for help protecting your part of a pension plan if your ex spouse dies.
Contact our experienced Saratoga Qualified Domestic Relations Orders (QDRO) Lawyers today for help protecting your part of a pension plan if your ex spouse dies. We offer a consultation and case evaluation.
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“The staff is extremely friendly and knowledgeable. They truly care about their clients and walk you through the process every step of the way. I highly recommend Jean and her team for any legal needs.”
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