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Overview
Retirement Asset Division in Divorce: A Practical Guide
For every married couple to be that falls in love, there are couples who fall out of love. In the case of those pursuing divorce, it's important to know how to properly plan, draft, and execute a QDRO. In this comprehensive program, learn about this essential divorce process, the latest updates affecting QDROs, and how to navigate through some of the most frequent issues experienced - register today!
- Learn the essential components of a QDRO and their functions.
- Discuss the necessary elements for drafting QDROs.
- Identify different methods of payment for QDRO allocations.
- Determine who gets qualified status and paying benefits for QDROs.
- Understand the relationship between QDROs and taxes.
Abbreviated Agenda
- Defining QDROs and Recent Changes
- Plan Identification and Benefit Allocation
- Drafting Essentials and Obtaining Approval
- Common Issues
- Execution, Filing, Final Checks, Qualification, and Service
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Colorado CLE |
|
4 Total | 12-31-2025 |
| Idaho CLE |
|
3 Total | |
| Montana CLE |
|
3 Total | 10-19-2026 |
| North Dakota CLE |
|
3 Total | 10-19-2026 |
| New Hampshire CLE |
|
3 Total | 10-19-2026 |
| Nevada CLE |
|
3 Total | 10-19-2026 |
| New York CLE |
|
3.5 Total | 10-19-2026 |
| Oregon CLE |
|
3 Total | |
| Rhode Island CLE |
|
3.5 Total | |
| Washington CLE |
|
3 Total | 10-18-2028 |
Select Jurisdiction
CLE
Agenda
-
Defining QDROs and Recent Changes
-
Plan Identification and Benefit Allocation
-
Drafting Essentials and Obtaining Approval
- Separation Agreement Language
- Client Approval
- Retirement Plan's Pre-Approval of Draft Order
- Agreement of Court Orders
-
Common Issues
-
Execution, Filing, Final Checks, Qualification, and Service
Who Should Attend
This course is designed for attorneys. Accountants, human resource managers, financial planners, and paralegals may also benefit.
Speakers
Speaker bio
Matthew L. Lundy
is the managing partner of Matthew Lundy Law - QDRO Law, a multi-jurisdictional QDRO law firm. He is licensed to practice law in Florida, Georgia, New Jersey and Pennsylvania. Mr. Lundy 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. He 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. In addition, Mr. Lundy also has lectured on the subject of retirement account division to judges, family law practitioners, and other family law professionals throughout the country. As an attorney with a background in both family law and dividing retirement accounts specifically, he has developed a unique understanding of both the legal and mechanical issues related to retirement account division. Mr. Lundy’s clients consist of both individual (non-attorney) clients and attorneys. Clients seek his counsel as a means to not only accurately address legal issues related to retirement accounts, but also to advise on and execute the most practical means of expeditiously resolving retirement account issues. Mr. Lundy has also spearheaded a movement to discourage the unlicensed practice of law in the context of QDRO preparation, as a means of protecting the public at large and to ensure that clients get the best and most complete service possible. This has included lecturing and writing articles on the topic of UPL, as well as seeking advisory opinions from at least one state bar association clarifying the bars position on this particular topic. He earned his B.A. degree from Duke University and his J.D. degree, with honors, from the University of Florida, Levin College of Law.
Speaker bio
David E. Holm
is an attorney with Parker Bryan Family Law, where his practice areas include equitable distribution of property (including QDROs), premarital agreements, separation agreements, absolute divorce, child custody, child support, and alimony. Mr. Holm drafts QDROs for his own clients and for other attorneys that seek his assistance, and has drafted over 300 domestic relations orders. He served as president of the Wake County NC Bar Association in 2021. Mr. Holm is a past chair of the North Carolina Bar Association Family Law Section. He has been a board-certified specialist in family law since 2006. Mr. Holm earned his B.A. degree from North Carolina State University and his J.D. degree, cum laude, from the University of Miami School of Law.
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