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Dividing Retirement Assets in Divorce

Strategy, tax implications and key language considerations

  • Product Number: 2230068WBC
  • CLE Credits, earn up to:
    2 substantive credits, 0 ethics credits CLE Credit Note
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  • Product Description
  • Agenda & Materials
  • Faculty
  • Pricing
  • Product Description

    Product Description


    When people think about divorce, they often think about child support and alimony. They consider the house and their bank accounts. They think about their debts and some even consider their children's college tuition. What most forget are what can prove to be one of the biggest assets a couple has—their retirement accounts. 

    What type of strategy should be employed when negotiating the division of retirement accounts? What are the best ways to deal with the tax implications that arise when splitting the asset? What language should be included in the separation agreement? Join our experts as we examine these questions and more! 

  • Agenda

    Agenda & Materials

    • 2:00 pm - 2:05 pm

      Welcome and Introduction

      Nina D. Bond, Nina D. Bond , Westborough
      Justin L. Kelsey, Esq., Skylark Law & Mediation, PC , Southborough
      Jennifer C. Roman, Esq., Tracey, Roman & Ramos, PC , Wellesley Hills
    • 2:05 pm - 2:15 pm

      Defining DRO and QDRO: the Players, the Plans and the Preparation

      Panel
    • 2:15 pm - 2:25 pm

      Defined Contribution, Defined Benefit & Other Retirement Plans

      Panel
    • 2:25 pm - 2:35 pm

      Survivor Benefits

      Panel
    • 2:35 pm - 2:45 pm

      Cash Balance Plan

      Panel
    • 2:45 pm - 2:55 pm

      Common Mistakes

      Panel
    • 2:55 pm - 3:05 pm

      Tax Implications

      Panel
    • 3:05 pm - 3:15 pm

      Divisible but not by QDRO or DRO

      Panel
    • 3:15 pm - 3:25 pm

      Distribution Rules

      Panel
    • 3:25 pm - 3:35 pm

      Negotiation Checklists

      Panel
    • 3:35 pm - 3:45 pm

      Follow Through - After the Separation Agreement has been approved

      Panel
    • 3:45 pm - 4:00 pm

      "Ask the Experts" Q&A Session

      Panel

    Please Note

    MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

  • Faculty

    Chair

    Jennifer C. Roman, Esq., Tracey, Roman & Ramos, PC, Wellesley Hills

    Faculty

    Nina D. Bond, Nina D. Bond, Westborough
    Justin L. Kelsey, Esq., Skylark Law & Mediation, PC, Southborough
  • Pricing

    Fees

    • $112.50 - MCLE Sponsor Member
    • $62.50 - New Lawyer
    • $62.50 - Pending Admittee
    • $62.50 - Law Student
    • $62.50 - Paralegal
    • $125.00 - All Others
    To apply for a need-based scholarship for this program, email scholarships@mcle.org.

    Available FREE with an MCLE OnlinePass® subscription.

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