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Real Estate & Investments in a Charlotte Divorce

High Asset Divorce Lawyers Serving Charlotte & Weddington

If you have real estate and other investments to deal with in your divorce, Epperson Law Group, PLLC collaborates with expert real estate appraisers, your financial advisor(s), your accountant(s), and other investment and tax experts to gain a full picture of your investments and the implications of property division. The tax effects of distributing the value of real estate assets and other investments will be different than the tax consequences that may occur as a result of selling your marital home.

With offices in the Charlotte area, in Weddington and Boone, our divorce lawyers work diligently to help you mitigate tax consequences and preserve asset values in the divorce process. For example, a qualified domestic relations order (QDRO) to avoid tax implications in retirement plan division can be instrumental in this effort. By identifying your financial goals, we will work to achieve these by protecting your interests in the valuation and division of real estate and other investments.

Some of the types of property, assets, and investments that we can address in a Charlotte or Weddington divorce may include:

  • Residential real estate
  • Commercial real estate
  • Undeveloped land
  • Stocks and bonds
  • Retirement plans
  • Businesses
  • Other investments

To learn how we can help you, call (704) 200-9278 to arrange a consultation.

Designating Real Estate as Marital vs. Separate Property

Each of your investments may represent a portion of your wealth, and each investment must be evaluated as to its value and whether it is marital or separate property. Additionally, portions of each investment may be separate property while other portions may be marital property. For example, the cost of an investment one spouse acquired prior to marriage will be separate property owned by that spouse, but the appreciation on that investment during the marriage will be marital property. However, if the investment was commingled or jointly owned by the spouses at any point, it will likely be viewed as marital property by the court.

Real estate is often the most substantial asset in a marriage, but this is not always the case. Our Charlotte divorce attorneys are able to help you evaluate ownership in stocks, bonds, retirement plans, businesses, and other investments. We will protect what is rightfully yours in consideration with your objectives for your whole property division agreement.

Your Marital Home & Real Estate Investments

Many affluent investors have been acquiring both commercial and residential real estate in the opportune years following the economic downturn caused by the mortgage and financial crisis. As opportunities have picked up, so have the values of investments. Whether your portfolio includes undeveloped land, farm land, vacation property, rental homes, condos, apartments, office buildings, or investments with a real estate broker or REIT, our attorneys can help you divide your real estate investments equitably in divorce.

North Carolina is an equitable distribution state, which means that property is rarely divided in a pure 50-50 split. Instead, your property will be divided in a fair manner based on the valuations of both separate and marital property, each spouse's contributions to the marriage, and several other factors.

Determining who gets the house (your marital home) also depends on many circumstances, including whether the home was purchased with separate funds, whether you have minor children for whom it would be better to live in the marital home, which spouse is awarded primary custody, and whether domestic violence is involved in your divorce case.

Choose an Experienced Charlotte Divorce Attorney

In addressing a high asset divorce that includes real estate, retirement plans, and investments, our Charlotte divorce attorneys have the skill and resources to bring to the negotiating table or courtroom on your behalf. We have over 55 years of legal and trial experience and are not afraid of litigating for our clients to achieve the best result possible. Our lead attorneys are former U.S. Military JAG Corps officers who bring a disciplined and competent approach to our cases.

For experienced divorce counsel in Charlotte, Weddington, or the surrounding areas, contact Epperson Law Group, PLLC at (704) 200-9278.

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