When married couples divorce, retirement plans are usually among their largest assets. Valuing and dividing these assets can be tricky, especially when one spouse began participating in the retirement plan before marriage.
Dividing Retirement Benefits in Divorce
Retirement savings represent the bulk of many clients’ assets. Therefore, dividing retirement accounts is one of the most important aspects of divorce settlements. Mistakes in drafting a judgment of divorce/dissolution and drafting a QDRO are common, but can easily be avoided with a little knowledge.
With a little practical guidance you can confidently navigate dividing retirement benefits for your clients. A QDRO specialist, Joshua D. Ferraro helps you understand the different types of retirement assets & how they work, provides a primer on laws & framework regulating retirement benefits and shows you the language you need to use to adequately divide them. To access the course please click here: Dividing Retirement Benefits in Divorce.
Josh also covers the following topics in detail:
* The story of Studebaker
* Divorce cases & QDROs
* The nuts & bolts of the ERISA statute
* Defined benefit & defined contribution plans
* Separate vs. shared interest plans
* Survivorship benefits
* Clauses that must be included in the agreement
* Determining valuation dates & formulas
* How to handle government & military plans
Joshua D. Ferraro assists attorneys and individuals with Qualified Domestic Relations Orders (QDROs). Josh initially joined Lesser, Lesser, Landy & Smith in 2004, immediately after graduating from law school and passing the Florida Bar.
This CLE course is offered in the following states:
* Alaska (AK)
* Arizona (AZ)
* California (CA)
* Connecticut (CT)
* District of Columbia (DC)
* Illinois (IL)
* Maryland (MD)
* Massachusetts (MA)
* Michigan (MI)
* Missouri (MO)
* New Hampshire (NH)
* New Jersey (NJ)
* New York (NY)
* North Dakota (ND)
* Pennsylvania (PA)
* South Dakota (SD)
Attorney Credits offers CLE for attorneys in Florida and around the country. For more information about CLE in Florida please click the following link: FL CLE.