This class is eligible for CLE Passport use. You will be able to select the CLE Passport as your payment method for no additional cost when registering for this course.
Credits: 1.5 General Credit Hours
Description: In this comprehensive class, gain essential knowledge on the intricacies of dividing retirement plans in family law and other contexts. Our faculty expert provides an overview of the most common types of retirement plans, along with key strategies for protecting or waiving your client’s interests. From understanding the foundational law governing retirement assets to exploring advanced uses of Qualified Domestic Relations Orders (QDROs), this class offers a deep dive into the topic. The following are among the key topics this class covers:
- Types of retirement plans – An overview of the most frequently encountered plans and their unique features
- Dividing retirement assets – Practical approaches to asset division that safeguard client interests
- QDRO basics and beyond – Fundamentals of QDROs, along with innovative uses that go beyond standard applications
- Federal government plans – A focused analysis using the federal government’s two largest retirement plans as case studies
With practical insights and real-world examples, this class is ideal for attorneys seeking to deepen their understanding of retirement plan division and QDROs, enhancing their ability to serve clients effectively in complex asset division cases.
Faculty:
Leslie Miller, Markham & Associates LLC
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