QDROs, Pensions, and Divorce: Don’t Make This Expensive Mistake

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Retirement accounts are often one of the largest assets in a divorce — and one of the easiest to mishandle. In this episode, we break down QDROs (Qualified Domestic Relations Orders), how they work, and why failing to handle them correctly can lead to tax consequences, penalties, and costly disputes years later. We cover: * How retirement accounts are divided in divorce * When a QDRO is required—and when it isn’t * Why pensions and government plans can be tricky * Common drafting mistakes that create problems down the road * What to do if a QDRO wasn’t done at the time of divorce If you’re going through a divorce, or advising someone who is, this episode will help you avoid one of the most expensive mistakes people make. ⏱️ Chapters 00:00 – Intro 01:10 – What is a QDRO (and why it matters) 03:30 – Avoiding taxes and penalties in divorce 04:40 – When a QDRO is required… and when it’s not 05:50 – IRAs vs 401(k)s vs pensions 08:00 – What happens when one party doesn’t cooperate 10:00 – Why waiting years can cause major problems 11:50 – Retirement accounts that can’t be divided (TRS pitfalls) 13:20 – Common mistakes in settlement agreements 15:30 – Why pensions are more complicated than you think 18:00 – The challenge of drafting QDROs after the fact 20:00 – Key takeaways: how to protect yourself 🔔 Subscribe for candid conversations about family law, relationships, and the legal system - without the billboards. 🎙️ Hosts: Steve & Patty Shewmaker, Jimmy & Alexa Lewis 🎧 Watch here: https://youtu.be/_rw_DWMQeVg or listen on Spotify, Apple Podcasts, Google Podcasts, and more. 📩 Contact: pshewmaker@shewmakerandlewis.com [pshewmaker@shewmakerandlewis.com] | (770) 939-1939 🌐 Website: https://www.shewmakerandlewis.com [https://www.shewmakerandlewis.com/] 🎧 Podcast Library: https://shewmakerandlewis.com/lawyers-without-billboards [https://shewmakerandlewis.com/lawyers-without-billboards] 🎼 Music by Ben Hernandez – Dragonsong Productions 🎥 Produced by: Bleeding Edge, Inc. [https://www.bleedingedge.tv/] 🎬 Audio & Video Production: Rob Burgner 📍 Recorded at: Shewmaker & Lewis, Atlanta, GA

Real Estate and Divorce: Protect Equity and Reduce Conflict with Jill Heineck | Lawyers Without Billboards S2- Ep24

For many divorcing couples, the marital home is their largest asset and often one of the most emotionally charged parts of the divorce process. In this episode of Lawyers Without Billboards, Steve Shewmaker, Alexa Lewis, and Jimmy Lewis sit down with certified divorce real estate expert Jill Heineck to discuss how specialized real estate guidance can help families protect equity, reduce conflict, and navigate the sale of a home during divorce. Jill explains what makes divorce real estate different from a traditional home sale, why involving a divorce real estate expert early can save time and money, and how proper planning can prevent costly disputes down the road. The conversation covers everything from drafting settlement language and managing difficult parties to handling occupied homes and maximizing the value of the marital residence. Whether you're going through a divorce, considering one, or simply want to understand how real estate issues are handled in family law cases, this episode offers practical insights you won't want to miss. In This Episode: ✔ What a Certified Divorce Real Estate Expert (CDRE) does ✔ Why timing matters when selling a marital home ✔ Protecting equity during divorce proceedings ✔ Common mistakes attorneys and clients make ✔ Handling difficult co-owners and contested sales ✔ Expert testimony and property valuations in divorce cases ✔ How specialized real estate guidance can reduce conflict and delays About Our Guest Jill Heineck is a Certified Divorce Real Estate Expert (CDRE) serving the Atlanta area. She specializes in helping divorcing couples navigate the sale of marital property while protecting equity and minimizing conflict throughout the process. 🌐 Learn more: HeineckAndCompany.com [https://heineckandcompany.com/] ⏱️ Chapters 00:00 Introduction 00:42 Meet Jill Heineck 01:45 What Is a Certified Divorce Real Estate Expert? 03:13 How Divorce Real Estate Differs from Traditional Home Sales 05:49 Protecting Equity in the Marital Residence 06:47 Why Earlier Involvement Leads to Better Outcomes 08:22 Managing Difficult Parties and Communication Challenges 10:09 Occupied Homes, Showings, and Court Orders 12:12 Why Divorce Real Estate Requires Specialized Expertise 13:13 Reviewing Settlement Language Before It's Finalized 15:23 Attorney Communication Protocols and Client Compliance 17:25 Geographic Coverage and Working Across Georgia 20:58 Property Valuations and Testifying as an Expert 23:47 Family Law Institute and Final Thoughts 25:13 How to Contact Jill Heineck 25:57 Closing Remarks 🔔 Subscribe for candid conversations about family law, relationships, and the legal system - without the billboards. 🎙️ Hosts: Steve & Patty Shewmaker, Jimmy & Alexa Lewis 🎧 Watch here: https://youtu.be/TMfSy2SP6hs or listen on Spotify, Apple Podcasts, Google Podcasts, and more. 📩 Contact: pshewmaker@shewmakerandlewis.com [pshewmaker@shewmakerandlewis.com] | (770) 939-1939 🌐 Website: https://www.shewmakerandlewis.com [https://www.shewmakerandlewis.com/] 🎧 Podcast Library: https://shewmakerandlewis.com/lawyers-without-billboards [https://shewmakerandlewis.com/lawyers-without-billboards] 🎼 Music by Ben Hernandez – Dragonsong Productions 🎥 Produced by: Bleeding Edge, Inc. [https://www.bleedingedge.tv/] 🎬 Audio & Video Production: Rob Burgner 📍 Recorded at: Shewmaker & Lewis, Atlanta, GA

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QDROs, Pensions, and Divorce: Don’t Make This Expensive Mistake | Lawyers Without Billboards S2-Ep18

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