Separation Agreement and Property Settlement Agreements Involving Military Retirement Benefits

Military disability retirement pay is not devisable asto be paid to the former spouse regardless of
marital and/or community property. Thisany subsequent elections by the former service
prohibition can present unique problems in themember and regardless of any subsequent
drafting of marital settlement agreements and/orchange in the source of the payment.
separation agreements that involve the distributionSeparation Agreements and property settlement
of retirement benefits of military personnel.agreements involving military personnel, are nearly
The risk is that after the execution of aidentical to those entered into by non-military
separation agreement that provides for thecouples. However, those differences which do
distribution of retirement benefits, a formerexist are critical, and special attention should be
spouse will be deprived of his or her share of thepaid to ensure that necessary language is included
retired member's retirement benefits because theto protect both parties to such agreements. It is
member subsequently elects to convert taxableadvisable to consult with an attorney who is
retirement pay into tax-free disability pay. Thisthoroughly familiar with issues relating to the
can result in a material deduction of the value ofmilitary pensions and military disability benefits.
the former spouse's previously agreed uponIt should be remembered that marital settlement
settlement. It is essential that a separation and/oragreements are contracts, and, as such, are
marital property settlement be carefully draftedlargely enforced unless one of the parties can
to best protect against such unfair consequences.subsequently prove that the terms and provisions
Clearly, no property settlement agreement form,set forth therein are manifestly unfair or
no matter how well drafted, can prevent aunconscionable. Where a subsequent challenge to
service member from shifting retirement pay tothe enforcement of a divorce settlement
disability pay. However, it is essential that theagreement is made, the burden is on the
Agreement clearly indicate that if the memberchallenging spouse to demonstrate that its terms
does make such an election, the former spouseand provisions are unconscionable and/or were
will be entitled to indemnification. To achieve this, itthe result of duress, overreaching, or other
is important that the property settlementimpropriety.
agreement explicitly provide for a precise benefit