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!
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!
Course Content
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
- Dividing Retirement Assets in Divorce: Defining DRO and QDRO: the Players, the Plans and the Preparation
- Panel
- Dividing Retirement Assets in Divorce: Defined Contribution, Defined Benefit & Other Retirement Plans
- Panel
- Dividing Retirement Assets in Divorce: Survivor Benefits
- Panel
- Dividing Retirement Assets in Divorce: Cash Balance Plan
- Panel
- Dividing Retirement Assets in Divorce: Common Mistakes
- Panel
- Dividing Retirement Assets in Divorce: Tax Implications
- Panel
- Dividing Retirement Assets in Divorce: Divisible but not by QDRO or DRO
- Panel
- Dividing Retirement Assets in Divorce: Distribution Rules
- Panel
- Dividing Retirement Assets in Divorce: Negotiation Checklists
- Panel
- Dividing Retirement Assets in Divorce: Follow Through - After the Separation Agreement has been approved
- 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.
Speakers
Chair- Jennifer C. Roman, Esq., Tracey, Roman & Ramos, PC, Wellesley Hills
- Nina D. Bond, Nina D. Bond, Westborough
- Justin L. Kelsey, Esq., Skylark Law & Mediation, PC, Southborough
