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 this asset? What language should be included in the separation agreement? Gain clarity on these questions and more, straight from the pros! 

Agenda & Materials

• 2:00pm - 2:30pm

  Negotiating the Division of Retirement Accounts and Pitfalls

  Andrea E. Nelson, Esq., Koiles Pratt , Salem
  
• 2:30pm - 3:00pm

  Division of Pensions; QDROs and DROs

  Michael E. Foley, PASA, Inc. , Woburn
  
• 3:00pm - 3:30pm

  Tax Treatment

  Marc D. Bello, CPA/ABV, CVA, MAFF, Strive Partners LLC , Burlington
  
• 3:30pm - 4:00pm

  Language to Include in the Separation Agreement

  Andrea T. Dunbar, Esq., Bowditch & Dewey LLP , Worcester
  

Special Program Materials:

• Financial Aspects of Divorce in Massachusetts

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.

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Faculty