Dividing Retirement Assets in Divorce
Strategy, tax implications and key language considerations
- Product Number: 2230068P01
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CLE Credits, earn up to:
2 substantive credits, 0 ethics credits CLE Credit Note -
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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!
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Agenda
Agenda & Materials
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2:00 pm - 2:05 pm
Welcome and Introduction
on demand video Add to CartNina 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
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2:05 pm - 2:15 pm
Dividing Retirement Assets in Divorce: Defining DRO and QDRO: the Players, the Plans and the Preparation
on demand video Add to CartPanel
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2:15 pm - 2:25 pm
Dividing Retirement Assets in Divorce: Defined Contribution, Defined Benefit & Other Retirement Plans
on demand video Add to CartPanel
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2:25 pm - 2:35 pm
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2:35 pm - 2:45 pm
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2:45 pm - 2:55 pm
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2:55 pm - 3:05 pm
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3:05 pm - 3:15 pm
Dividing Retirement Assets in Divorce: Divisible but not by QDRO or DRO
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3:15 pm - 3:25 pm
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3:25 pm - 3:35 pm
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3:35 pm - 3:45 pm
Dividing Retirement Assets in Divorce: Follow Through - After the Separation Agreement has been approved
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