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OnDemand Course

QDROs - Proven Techniques and Emerging Case Law

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.

Runtime: 89 minutes
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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

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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.

Credits

OnDemand Course

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

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.

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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 404420
Published 2019
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