gradient circle (purple) gradient circle (green)

Qualified Retirement Plans 2017

Qualified Retirement Plans 2017

6.0 MCLE Credits
6.0 Professional Practice

Program Description
Our panel of experienced matrimonial law practitioners and actuaries guide you through the highly technical and often challenging topic of qualified retirement plans from a matrimonial law perspective. This program will initially cover the basic requirements for domestic relations orders and discovery materials needed for proper identification and understanding of provisions of the underlying plan. Additionally, the panel will provide a brief overview relative to the taxation of retirement plans and responsibility for taxation on distribution and possible tax pitfalls. The main focus of the program will provide a comprehensive overview of various retirement plans including defined benefit plans, qualified pre-retirement survivor benefits, post-retirement survivor benefits, and whether or not the order can provide for a shared or separate interest benefit. In addition, panelists will discuss defined contribution plans and IRAs and provide sample language for DROs/ agreements and IRA transfers. Finally, program faculty will present recent decisions, new legislation and developing trends in matrimonial law – popular program favorites.


Topics to be Covered Include
> Recent Decisions, New Legislation and Developing Trends in Matrimonial Law
> Basic Requirements, Discovery and Taxation
> Qualified Defined Benefit Plans
> Defined Contribution Plans and IRAs

Speakers
Bruce J. Wagner, Esq. | McNamee Lochner P.C., Albany
Robert Guarnera, MAA, MSPA, EA | Pension Actuaries, Inc., Valhalla
Carolyn D’Agostino, Esq. | The Law Offices of Carolyn A. D’Agostino, Clifton Park

Pricing
NYSBA Member: $175
Non-Member: $275

Program Co-Sponsors
Family Law Section
Committee on Continuing Legal Education

Format:
  • Online On-Demand
Product Code:
  • VEP54
Areas Of Professional Practice Credit(s):
  • 6.0
Total Credit(s):
  • 6.0
Non-Member Pricing: $275.00

You May Also Be Interested In

Matrimonial Law Update: Happy 40th Birthday Equitable Distribution (2020)

Matrimonial Law Update: Happy 40th Birthday Equitable Distribution (2020)

Previous
Next
ELD_SummerMeeting_675

Elder Law & Special Needs Section Virtual Summer Meeting Series: Session III: Advanced Health Care Issues (Webinar)

Join us for Part Three in our Four Part Summer Webinar Series: Advanced Health Care Issues Session 1: In this advanced level session on advance…

Previous
Next
ELD_SummerMeeting_675

Elder Law & Special Needs Section Virtual Summer Meeting Series: Session II: Changes In Financial And Legal Landscape (Webinar)

Part Two in our Four Part Summer Webinar Series. Topics Include: Updates on Status of the Courts - Surrogate's and Guardianship Part as well as…

Previous
Next
FamilyLawBootCampforLawyersWhatYouNeedtoKnowWhenRepresentingVeterans_Social_web675X250

Family Law Boot Camp For Lawyers: What You Need To Know When Representing Veterans (Webinar)

Panelists will identify challenges and discuss the representation difficulties faced and provide suggestions on strategies that can be invoked to put the service member or…

Previous
Next
FLS_VirtualSummerMeeting_675 (1)

Family Law Section Virtual Summer Meeting (Webinar)

Topic I: Analyzing, Preparing for and Litigating the Refuse/Resist Case (“I won’t go and you can’t make me….”) Program Speakers: Lawrence Jay Braunstein, Esq. with…

Previous
Next
CryptocurrencyAndBlockchain-EffectsonMatrimonialLaw_675x250

Cryptocurrency And Blockchain: Effects On Matrimonial Law (Webinar)

Bitcoin (BTC) is the world’s most popular cryptocurrency. $30 - $40 BILLION worth of BTC changes hands on any given day. It can be transferred…

Previous
Next
WhatYo NeedtoKnowAboutInternationalChildRelocation_675

What You Need To Know About International Child Relocation (Webinar)

In depth discussion of the key considerations, laws, and legal strategies that every lawyer should know when confronted with an international child relocation request.

Previous
Next
WhatYo NeedtoKnowAboutInternationalChildRelocation_675

What You Need To Know About International Child Relocation

In depth discussion of the key considerations, laws, and legal strategies that every lawyer should know when confronted with an international child relocation request.

Previous
Next

Representing LGBTQ Children In Family Court (2016) – DVD

This program offers practicing attorneys guidance in representing lesbian, gay, bisexual, transgender and queer/questioning children in Family Court.

Previous
Next

Representing LGBTQ Children In Family Court (2016) – CD

This program offers practicing attorneys guidance in representing lesbian, gay, bisexual, transgender and queer/questioning children in Family Court.

Previous
Next
Previous
Next