Dividing Defined Benefit Pension Plans in Family Cases

Accreditation Wreath Icon AL
SKU: FAM1300
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

The division of a retirement plan account is a complex arrangement wherein a myriad of issues must be assessed and administered. This CLE course, presented by nationally renowned QDRO attorney Matthew Lundy and tax attorney expert Adam Lusthaus, will explain these plans and their benefits, and offer mediation strategies and optimal formulas for dividing the various types of plans. The course will also explain how to plan for military and federal employee pensions and the required paperwork and tax issues to consider.
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