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  • Description
    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.
  • Instructor Bio

    Matthew Lundy

    Matthew Lundy is licensed to practice law in Florida and Georgia. Since founding The Matthew Lundy Law Group, he has become one of the most knowledgeable, well-known and well-respected QDRO attorneys. He has a great deal of experience in analyzing and interpreting state and federal law related to retirement account division in family law cases, including but not limited to the Internal Revenue Code and the Employee Retirement Income Security Act. Although he works primarily in the complex but finite world of dividing retirement accounts, he has a strong background in general marital and family law, and thus he understands the often sensitive nature of the cases in which he is getting involved, and how dividing retirement accounts plays into the larger picture of a family law case.

    Matthew has written several articles on the subjects of retirement account division and the use of QDROs and similar orders in family law cases that have been published both state and nationwide. Matthew has also lectured on the subject of retirement account division to judges, family law practitioners, and other family law professionals throughout the country. Matthew earned his B.A. in political science from Duke University and his J.D., with honors, from the University of Florida, Levin College of Law.

    Adam Lusthaus

    Adam focuses his legal practice in the areas of estate planning, probate and trust administration, business succession and tax planning, representing individuals, closely-held entities and tax-exempt organizations. Adam enjoys working with clients to design and implement strategies that meet their specific planning objectives in the most efficient manner possible.

    Adam graduated from Dartmouth College in 2003, and went on to receive his law degree from the Georgetown University Law Center in 2006, where he served as an editor of the American Criminal Law Review. After working at a large law firm in New York City for several years, Adam returned to school and earned his Masters of Legal Letters (LL.M) in Estate Planning from the University of Miami School of Law in 2010. Adam has worked for both large and mid-sized law firms in New York and Florida.

    Adam is admitted to The Florida Bar, and is a member of the Bar’s Real Property, Probate and Trust Law and Tax Law Sections. He is also admitted to practice in New York and before the U.S. Tax Court.

    Adam currently lives in Boca Raton, FL with his wife, Amy, and his two children.