Situation
21-year marriage. $42M marital estate including a closely-held business, multiple real-estate holdings, and significant separate-property tracing through commingled accounts.
What we did
Built a 90-line classification spreadsheet with documentation for every item. Engaged business appraiser, forensic accountant, and tax counsel. Settled at mediation with detailed integrated agreement.
Outcome
Client retained operating business interest with offsetting real-estate and retirement allocation. Tracing successfully preserved $1.8M of separate-property origin in marital accounts.
Past results do not guarantee future outcomes. Each case is unique.