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Dividing Retirement Assets in Divorce

  • Training

  • 2 Hours
  • Massachusetts Continuing Legal Education, Inc. (MCLE)
  • ID: 5866210
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 the 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
2:05 pm - 2:15 pm
Dividing Retirement Assets in Divorce: Defining DRO and QDRO: the Players, the Plans and the Preparation
Panel
2:15 pm - 2:25 pm
Dividing Retirement Assets in Divorce: Defined Contribution, Defined Benefit & Other Retirement Plans
Panel
2:25 pm - 2:35 pm
Dividing Retirement Assets in Divorce: Survivor Benefits
Panel
2:35 pm - 2:45 pm
Dividing Retirement Assets in Divorce: Cash Balance Plan
Panel
2:45 pm - 2:55 pm
Dividing Retirement Assets in Divorce: Common Mistakes
Panel
2:55 pm - 3:05 pm
Dividing Retirement Assets in Divorce: Tax Implications
Panel
3:05 pm - 3:15 pm
Dividing Retirement Assets in Divorce: Divisible but not by QDRO or DRO
Panel
3:15 pm - 3:25 pm
Dividing Retirement Assets in Divorce: Distribution Rules
Panel
3:25 pm - 3:35 pm
Dividing Retirement Assets in Divorce: Negotiation Checklists
Panel
3:35 pm - 3:45 pm
Dividing Retirement Assets in Divorce: Follow Through - After the Separation Agreement has been approved
Panel
Please Note
This webcast is 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.

Speakers

Chair
Jennifer C. Roman, Esq.,
Tracey, Roman & Ramos, PC, Wellesley Hills

Faculty
Nina D. Bond,
Nina D. Bond, Westborough
Justin L. Kelsey, Esq.,
Skylark Law & Mediation, PC, Southborough