Understand how to make fully informed decisions and avoid common mistakes related to the preparation of QDROs and your clients division of retirement.
The preparation of QDROs and related Domestic Relations Orders are fraught with landmines. Although the basis requirements of a QDRO are straightforward and it seems simple, more and more the preparation of QDROs is becoming plan specific and more complex. Attorneys and other professionals should pay close attention to each individual retirement plan and its requirements and rules. In addition, the information needed for a QDRO should be addressed during the divorce settlement negotiations. This topic will assist attorneys, CPAs and other financial advisors in understanding how to address the client's needs and make sure that each party is making fully informed decisions related to division of their retirement.
Credit
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Military Retirement
- How to Navigate the Maze of Military Retirement in Divorce
- What Is New
- What to Do
- Ways to Protect Your Client If They Are the Non-Member Spouse
Defined Contribution Plans
- What Are They
- Pitfalls Encountered in Drafting QDROs for DC Plans
- To Offset or Not Offset
- Valuations
- Attorney's Fees - How to Save Tax Dollars to Pay for Fees
- Plan Loans - How Are They Treated
Defined Benefit Plan
- Shared vs. Segregated
- Who Benefits
- Valuations of DB Plans
- To QDRO or Not QDRO
- Survivor Benefits
How Do Government Plans Differ From Private Plans -
What to Look for
Latest QDRO Case Law
Credit
More Program Information
Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on June 21, 2019.
Call 1-866-352-9540 for further credit information.
- CA MCLE 1.5
- Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
- NM CLE 1.5
- This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.5 hours of credit.
- OR CLE 1.5
- Approved for 1.5 CLE credits in Oregon.
- WA CLE 1.5
- This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of A/V credit under the Law & Legal Procedure category.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Amy Rypins, CPA, Esq.
QDRO Pros, Inc.
- Attorney and CPA and the founder of QDRO Pros, Inc and the principal in the Law Offices of Amy Rypins
- Working on revolutionizing the QDRO processing business by developing QDRO Pros iQ, a step by step method to analyze various scenarios for retirement plan division
- Extensive experience advising businesses and individuals on all aspects of retirement planning and pension related issues
- Member of numerous professional civic associations
- J.D. degree, magna cum laude, The John Marshall Law School; M.A. degree in accounting, Georgina State University
- Can be contacted at [email protected] or 760-334-8563
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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