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DVD

Retirement Benefits for Family Law


Credit(s): 5.75 General
Product ID: C2067-VID
Original Program Date: November 15, 2012
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  • Category: Family
    Category: Family (show less)

    Introduction and Getting Started

    • What types of retirement benefits are there?

    • What information should you get from your clients?

    • Discovery Issues & Due Diligence

    • What benefits are marital property and what are not?

    • What is actually divisible by the court?

    Joy Feinberg, Feinberg & Barry, P.C., Chicago

        

    Retirement Benefits: Civil Unions, Same-Sex Marriages, and Non-Recognized Relationships

    • Defense of Marriage Act

    • Illinois Civil Unions Act

    • Taxation of Benefits for Domestic Partners

    Richard A. Wilson, Grund & Leavitt, P.C., Chicago

     

    QDROs Pt. 1

    • General Federal Law re QDROs

    • Addressing Defined Contribution Plan QDROs (details of DC plans, survivor benefits, Illinois law, federal law, issues to address)

    • Addressing Defined Benefit Plan QDROs Part 1 (details of DB plans, survivor benefits, Illinois law, federal law, issues to address)

    Elizabeth M. Wells, The Law Offices of Elizabeth M. Wells, Chicago

     

    QDROs Pt. 2

    • Addressing Defined Benefit Plan QDROs Part 2

    Elizabeth M. Wells, The Law Offices of Elizabeth M. Wells, Chicago

     

    QDROs Pt. 3

    • Qualification of DROs (Rules and Procedures)

    • When QDROs do not apply (e.g., Government, SERP, IRA, military, PBGC)

    • Purposes of QDROs (Property division, alimony, child support)

    • Qualified Medical Child Support Orders

    Elizabeth M. Wells, The Law Offices of Elizabeth M. Wells, Chicago

     

    Minimum Distribution Rules for 401k Plans and IRAs

    • Taxation of Participant benefits

    • Taxation of Alternate payee benefits

    • Five year averaging

    • Rollover IRAs and qualified plans

    • Estate planning considerations (e.g., trusts, wills, bankruptcy (ERISA anti-alienation)

    Kathryn Jennings Kennedy, John Marshall Law School, Chicago

     

    Defined Benefit Plans & Other Mathematical Calculations

    • Funding levels

    • Calculating lump sum level values

    Gregory Brown, Katten Muchin Rosenman, LLP, Chicago

     

    Traps for the Unwary

    • Model QDROs

    • Post decree QDROs

      • Judgment language

      • When the Participant terminates (leaves employment, retires, dies)

    • Using set dollar amounts

    • Beneficiary designations

      • Kennedy facts, Waivers, Pre-nups

    • Vesting

    • Plans discovered post judgment

    • Social security offsets

    Michael F. Tomasek, Freeborn & Peters, LLP, Chicago
    Elizabeth M. Wells, The Law Offices of Elizabeth M. Wells, Chicago

    5.75 General   5.75 Credits

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