Family Law

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Complex Financial Issues in Divorce - Part II

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Live Online
3 hours
Ronald Petroff
Matthew Morley
Harris Brumer
Jonathan Little
Nathan Hacker
With Ronald R. Petroff from Petroff Law Offices, LLC + 4 others

Wed, Jun 24, 00:00 AM – 00:00 PM

Product ID 101947

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Overview

Even More Unique Assets and Practical Guidance for Settlement and Disputes

In the second part of this two-part series on complex financial issues in divorce, we address special assets (including retirement accounts, military pay, and trusts) and settlement techniques. Get hard-won advice from experienced attorney faculty - register today!

  • Better understand the intricacies of QDROs.
  • Do a deep dive into military pay documents and support issues.
  • Learn how to untangle trust and pass-through entity income.
  • Prepare for the multifaceted tax consequences of divorce.
  • Add new dispute resolution approaches to your skill set.

Abbreviated Agenda

  1. Retirement Assets and QDROs
  2. Military Pay and Support
  3. Dividing Stock Options and RSUs
  4. Trusts and Income From Pass-Through Entities in Divorce
  5. Complex Tax Issues
  6. Settlement Drafting and Negotiations
  7. Disputes

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Related Topics

Product ID 101947

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Retirement Assets and QDROs

  2. Military Pay and Support

  3. Dividing Stock Options and RSUs

  4. Trusts and Income From Pass-Through Entities in Divorce

  5. Complex Tax Issues

  6. Settlement Drafting and Negotiations

  7. Disputes

Who Should Attend

This legal guide is designed for attorneys. It will also benefit divorce financial analysts and paralegals.

Speakers

Ronald R Petroff
Ronald R.
Petroff
Petroff Law Offices, LLC
Matthew Morley
Matthew
Morley
KLM Attorneys LLC
Harris J Brumer
Harris J.
Brumer
The Law Office of Harris J. Brumer, APC
Jonathan Little
Jonathan
Little
Minyard Morris
Nathan Hacker
Nathan
Hacker
Torchlight Resolutions
Speaker bio
Ronald R Petroff

Ronald R. Petroff

Petroff Law Offices, LLC
Ronald Petroff

is the founder and managing partner at the law firm of Petroff Law Offices, LLC. He practices exclusively in all aspects of family law. Mr. Petroff earned his B.A. degree from Vanderbilt University and his J.D. degree from The Ohio State University Moritz College of Law. He has been voted by the American Institute of Family Law Attorneys as one of the ten best family law lawyers under the age of 40 in the state of Ohio for 2014 and 2015. In 2015, Mr. Petroff was voted as being one of the nation's top 1% of attorneys by the National Association of Distinguished Counsel. He is admitted to practice in front of all state courts and agencies in the state of Ohio, as well as before the United States District Court for the Southern and Northern districts of Ohio.

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Speaker bio
Matthew Morley

Matthew Morley

KLM Attorneys LLC
Matthew Morley

concentrates his practice at KLM Attorneys LLC on complex retirement assets and executive compensation. This includes QDRO preparation and administration, estate planning, arbitration, and expert services. Mr. Morley has extensive experience with ERISA qualified plans, as well as municipal, state, and federal government sponsored retirement systems. He has also developed a unique expertise with regard to non-qualified executive compensation schemes including stock options, deferred compensation plans, supplemental executive retirement plans and other forms of executive compensation. Mr. Morley has become a recognized expert in his field. He is frequently requested as a speaker at local bar associations, has testified as an expert witness in courts across Southeastern Pennsylvania, and has resolved many disputes involving multi-million dollar retirement assets. Mr. Morley strongly believes in public service, and serves on several volunteer committees through the Pennsylvania Bar Association; his church, Grove United Methodist Church; and other local political and social organizations. He earned his B.A. degree from Michigan State University, James Madison College; and his J.D. degree from Temple University, James E. Beasley School of Law.

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Speaker bio
Harris J Brumer

Harris J. Brumer

The Law Office of Harris J. Brumer, APC
Harris Brumer

is president of The Law Office of Harris J. Brumer, APC in San Diego, California, where he exclusively practices family law. He is a graduate of the U.S. Military Academy at West Point, New York, where he earned a Bachelor of Science in Engineering. Upon graduation, Mr. Brumer was commissioned as a 2nd Lieutenant in the U.S. Army. He served on active duty for six years as a military intelligence officer and was stationed with the 25th Infantry Division at Schofield Barracks, Hawaii. Mr. Brumer went on to earn a master's degree in criminal justice from Michigan State University, while still on active duty. He left the Army as a Captain, and received his J.D. degree from The Thomas Jefferson School of Law in San Diego. Mr. Brumer is licensed to practice law in California.

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Speaker bio
Jonathan Little

Jonathan Little

Minyard Morris
Jonathan Little

is an attorney with Minyard Morris, a family law firm in Newport Beach, California. Board-certified as a specialist in family law by the State Bar of California Board of Legal Specialization, Mr. Little has more than 18 years of legal experience, and he provides outstanding representation, advice and support to clients throughout Orange County who are going through a divorce or other family law issues. Mr. Little has presented for National Business Institute and other bar associations MCLE's on family law issues. Mr. Little has also received several commendations for his pro bono and volunteer work for the poor and disadvantaged, including serving as a board member for Community Legal Aid SoCal, volunteering with pro bono legal clinics, and a perennial volunteer for the Constitutional Rights Foundation mock trial competition. On the weekends, he also finds time to volunteer with his community in local youth sports, including coaching and refereeing. Mr. Little earned his Bachelor of Arts degree at Point Loma Nazarene University, summa cum laude, and his Juris Doctor at American University, Washington College of Law in Washington, D.C. He is admitted to practice before all Superior Courts in the State of California, as well as the U.S. District Court for the Southern and Central districts of California, as well as the U.S. Court of Appeals for the Ninth Circuit.

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Speaker bio
Nathan Hacker

Nathan Hacker

Torchlight Resolutions
Nathan Hacker

is a registered domestic relations mediator, trained family law arbitrator and certified divorce financial analyst, practicing in Indianapolis with Torchlight Resolutions. He practices law through the Law Office of Nathan Hacker. Formerly a family law trial attorney with Eskew Law, Mr. Hacker has devoted his career to helping families recognize the use of assets to resolve difficult financial divisions. His client's have included medical professionals, retired professional athletes, entrepreneurs, CEOs, small family business owners, attorneys and the spouses of these individuals. Mr. Hacker has also presented on various financial topics, including pension valuations, high asset child support, use of tax rates to affect division of assets, real estate sales during divorce, brokerage accounts, SECURE 2.0, and a myriad of related topics. He earned his J.D. degree from Indiana University School of Law - Indianapolis and his undergraduate degree from Purdue University - West Lafayette Campus.

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