High Net Worth Cases Archives - Lazar Schwartz & Jones LLP

August 15, 2025

Considering Divorce? Strategic Planning may result in better outcomes

Pre-divorce factors you should consider with your lawyer.

April 1, 2018

Tax Treatment of Spousal Maintenance – How Will the New Tax Laws Impact on my Divorce?

DEDUCTIBLE FOR THE PAYOR, TAXABLE FOR THE PAYEE — FOR HOW LONG? Alimony, now known in New York as maintenance, has as its premise in the idea that the so-called “monied spouse” in a divorce should make payments to the non-monied spouse in order to allow the non-monied spouse time to become self-supporting. Back in the…

January 23, 2018

Tax Treatment of Spousal Maintenance II

Will the new federal tax law alter application of New York’s spousal maintenance formula? Last month when we posted about the tax treatment of alimony (called “maintenance” in New York), the new federal tax bill had not yet passed in both houses of Congress. Now it is signed into law. Good news and bad news.…

September 6, 2016

High Net Worth Divorces

HIGH NET WORTH NEED NOT COMPLICATE YOUR DIVORCE — IF YOU HAVE THE RIGHT LAWYER Is yours a high net worth divorce? The U.S. Securities and Exchange Commission(“SEC”) defines a “high-net-worth individual” as an individual with at least $1,000,000 managed by his/her registered investment adviser, or whose net worth the investment adviser reasonably believes exceeds $2,000,000. The…

June 15, 2016

Splitting annuities in divorce

Is an annuity account in your divorce picture? An annuity can seem harder to split than a marriage, according to an article in the May 2016 issue of Research Magazine. An annuity account gives the account holder the right to receive periodic payments, usually fixed in amount, for life or a term of years. Unlike pensions,…