Family Law

4.27

Drafting QDROs: A Cheat Sheet for Family Law Attorneys

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Kansas CLE Upon Request 1.5 Total
Kentucky CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Upon Request 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
Tennessee CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
OnDemand
1 hours 29 minutes
Jason Kotlyarov
With Jason Kotlyarov from Kutak Rock LLP
Recorded December 16, 2024.
Product ID 99524

Buy This Course

Course Includes
$229

OnDemand Video

Course Book Download

Overview

Avoid Costly Mistakes

When it comes to qualified domestic relations orders (QDROs), one minor drafting mistake can result in severe financial losses and tax consequences for your client. Are you confident in your ability to draft a compliant and enforceable QDRO? In this incisive course, our distinguished faculty provide you with practical guidance for enhancing your drafting skills. From tax-efficient strategies to tips for addressing survivor benefits and military pensions, capitalize on this opportunity to enrich your knowledge - register today!

  • Review key provisions to include in a QDRO.
  • Receive tips for communicating with plan administrators.
  • Avoid common mistakes that result in QDRO rejections.

Abbreviated Agenda

  1. Navigating Different Types of Retirement Plans and Legal Requirements
  2. Drafting QDROs: Enforceability Tips and Important Provisions to Include (With Checklist)
  3. Special Considerations for QDRO Drafting (e.g., Survivor Benefits, Military Pensions, etc.)
  4. Tax Implications and Strategies
  5. Best Practices for Communicating With Plan Administrators
  6. Obtaining QDRO Approval: Key Procedures
  7. Avoiding QDRO Rejections and Common Mistakes

Related Topics

Product ID 99524

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Kansas CLE Upon Request 1.5 Total
Kentucky CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Upon Request 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
Tennessee CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total

Credit Details by Jurisdiction

CLE Credits
Alaska CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Alaska CLE - 1.5: This program may qualify for up to 1.50 hours of technology-delivered credit, which includes 1.50 hours of MCLE credit and 0.0 hours of MECLE credit. Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions.

Video Download - Alaska CLE - 1.5: This program may qualify for up to 1.50 hours of technology-delivered credit, which includes 1.50 hours of MCLE credit and 0.0 hours of MECLE credit. Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions.

Arizona CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Arizona CLE - 1.5: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.50 hours toward your annual CLE Interactive CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility Interactive CLE credit.

Video Download - Arizona CLE - 1.5: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.50 hours toward your annual CLE Interactive CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility Interactive CLE credit.

California CLE Approved · 1.5 Total Credits
  • 1.5 Family Law

Earn Until

OnDemand - California CLE - 1.5: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 1.50 hours of participatory credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53. This course has been approved for 1.5 units in the area of Family Law by the California Board of Legal Specialization.

Video Download - California CLE - 1.5: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 1.50 hours of self-study credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53. This course has been approved for 1.5 units in the area of Family Law by the California Board of Legal Specialization.

Colorado CLE Approved · 2 Total Credits

Earn Until

OnDemand - Colorado CLE - 2: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program may qualify for up to 2.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Video Download - Colorado CLE - 2: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program may qualify for up to 2.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Connecticut CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Connecticut CLE - 1.5: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 1.50 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 1.5: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 1.50 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Delaware CLE - 1.5: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 1.50 hours of eCLE credit, including 0.0 hour of ethics.

Hawaii CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Hawaii CLE - 1.5: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for up to 1.50 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Video Download - Hawaii CLE - 1.5: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for up to 1.50 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Idaho CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Idaho CLE - 1.5: Approved for 1.50 hours of self-study continuing legal education credit in the state of Idaho, which includes 0.0 self-study legal ethics or professional responsibility credit.

Video Download - Idaho CLE - 1.5: Approved for 1.50 hours of self-study continuing legal education credit in the state of Idaho, which includes 0.0 self-study legal ethics or professional responsibility credit.

Illinois CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Illinois CLE - 1.5: This program has been approved by the Illinois MCLE Board for 1.50 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics CLE credit by the Illinois Supreme Court Commission on Professionalism.

Video Download - Illinois CLE - 1.5: This program has been approved by the Illinois MCLE Board for 1.50 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics CLE credit by the Illinois Supreme Court Commission on Professionalism.

Kansas CLE Upon Request · 1.5 Total Credits

OnDemand - Kansas CLE - 1.5: Upon course completion and credit request submittal, an application will be submitted to Kansas CLE.

Video Download - Kansas CLE - 1.5: Upon course completion and credit request submittal, an application will be submitted to Kansas CLE.

Kentucky CLE Upon Request · 1.5 Total Credits

OnDemand - Kentucky CLE - 1.5: Upon course completion and credit request submittal, an application will be submitted to the Kentucky Bar Association Continuing Legal Education Commission.

Video Download - Kentucky CLE - 1.5: Upon course completion and credit request submittal, an application will be submitted to the Kentucky Bar Association Continuing Legal Education Commission.

Maine CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Maine CLE - 1.5: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 1.50 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.

Video Download - Maine CLE - 1.5: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 1.50 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.

Minnesota CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Minnesota CLE - 1.5: Approved for up to 1.50 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Video Download - Minnesota CLE - 1.5: Approved for up to 1.50 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Missouri CLE Approved · 1.8 Total Credits

Earn Until

OnDemand - Missouri CLE - 1.8: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 1.80 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.

Video Download - Missouri CLE - 1.8: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 1.80 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.

Northern Mariana Islands CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 1.5: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.50 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 1.5: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.50 hours of self-study CLE credit.

Montana CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Montana CLE - 1.5: This program may qualify for up to 1.50 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period.

Video Download - Montana CLE - 1.5: This program may qualify for up to 1.50 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period.

North Dakota CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - North Dakota CLE - 1.5: North Dakota attorneys completing this program may claim 1.50 North Dakota self-study CLE credit hours, including 0.0 hour of self-study ethics credit, on the Report of Compliance.

Video Download - North Dakota CLE - 1.5: North Dakota attorneys completing this program may claim 1.50 North Dakota self-study CLE credit hours, including 0.0 hour of self-study ethics credit, on the Report of Compliance.

Nebraska CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Nebraska CLE - 1.5: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for up to 1.50 distance learning CLE credits, including 0.0 hour of professional responsibility credit. No more than 5.0 hours of distance learning CLE credit may be earned during a reporting period.

Video Download - Nebraska CLE - 1.5: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for up to 1.50 distance learning CLE credits, including 0.0 hour of professional responsibility credit. No more than 5.0 hours of distance learning CLE credit may be earned during a reporting period.

New Hampshire CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - New Hampshire CLE - 1.5: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

Video Download - New Hampshire CLE - 1.5: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

New Mexico CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - New Mexico CLE - 1.5: This program has been approved by the State Bar of New Mexico/MCLE. This program may qualify for up to 1.50 hour of self-study credit, including 0.0 hours of self-study ethics credit.

Video Download - New Mexico CLE - 1.5: This program has been approved by the State Bar of New Mexico/MCLE. This program may qualify for up to 1.50 hour of self-study credit, including 0.0 hours of self-study ethics credit.

Nevada CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Nevada CLE - 1.5: This course has been approved by the Nevada Board of Continuing Legal Education. This program may qualify for up to 1.50 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

Video Download - Nevada CLE - 1.5: This course has been approved by the Nevada Board of Continuing Legal Education. This program may qualify for up to 1.50 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

New York CLE Approved · 1.5 Total Credits
  • 1.5 Areas of Professional Practice

Earn Until

OnDemand - New York CLE - 1.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 1.50 credit hours that can be applied toward the areas of professional practice requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Video Download - New York CLE - 1.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 1.50 credit hours that can be applied toward the areas of professional practice requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Oklahoma CLE Approved · 2 Total Credits

Earn Until

OnDemand - Oklahoma CLE - 2: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 2.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Video Download - Oklahoma CLE - 2: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 2.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Oregon CLE Upon Request · 1.5 Total Credits

OnDemand - Oregon CLE - 1.5: NBI is an approved sponsor with Oregon MCLE. Upon course completion and credit request submittal, an application will be submitted to Oregon MCLE.

Video Download - Oregon CLE - 1.5: NBI is an approved sponsor with Oregon MCLE. Upon course completion and credit request submittal, an application will be submitted to Oregon MCLE.

Pennsylvania CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Pennsylvania CLE - 1.5: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program may qualify for up to 1.50 hours of distance learning credit, including 1.50 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit. No more than 6.0 hours of distance learning CLE credit may be earned during a reporting period.

Video Download - Pennsylvania CLE - 1.5: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program may qualify for up to 1.50 hours of distance learning credit, including 1.50 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit. No more than 6.0 hours of distance learning CLE credit may be earned during a reporting period.

Rhode Island CLE Upon Request · 1.5 Total Credits

OnDemand - Rhode Island CLE - 1.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.

Video Download - Rhode Island CLE - 1.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.

Tennessee CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Tennessee CLE - 1.5: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 1.50 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.

Vermont CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Vermont CLE - 1.5: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program may qualify for up to 1.50 hours of self-study credit, including 0.0 hour of self-study ethics credit. No more than 10.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn professionalism credit with self-study.

Video Download - Vermont CLE - 1.5: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program may qualify for up to 1.50 hours of self-study credit, including 0.0 hour of self-study ethics credit. No more than 10.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn professionalism credit with self-study.

Washington CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Washington CLE - 1.5: This program may qualify for up to 1.50 hours of Washington continuing legal education (Self Study) A/V credit, which includes 1.50 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.

Video Download - Washington CLE - 1.5: This program may qualify for up to 1.50 hours of Washington continuing legal education (Self Study) A/V credit, which includes 1.50 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.

West Virginia CLE Approved · 1.8 Total Credits

Earn Until

OnDemand - West Virginia CLE - 1.8: This program may qualify for up to 1.80 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education. No more than 12.0 hours of pre-recorded CLE credit may be earned during a reporting period.

Video Download - West Virginia CLE - 1.8: This program may qualify for up to 1.80 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education. No more than 12.0 hours of pre-recorded CLE credit may be earned during a reporting period.
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CLE

Agenda

All times are shown in

  1. Drafting QDROs: A Cheat Sheet for Family Law Attorneys

    1. Navigating Different Types of Retirement Plans and Legal Requirements
    2. Drafting QDROs: Enforceability Tips and Important Provisions to Include (With Checklist)
    3. Special Considerations for QDRO Drafting (e.g., Survivor Benefits, Military Pensions, etc.)
    4. Tax Implications and Strategies
    5. Best Practices for Communicating With Plan Administrators
    6. Obtaining QDRO Approval: Key Procedures
    7. Avoiding QDRO Rejections and Common Mistakes

Who Should Attend

This program is designed for attorneys. Accountants, human resource professionals, financial planners, and paralegals may also benefit.

Speakers

Jason Kotlyarov
Jason
Kotlyarov
Kutak Rock LLP
Speaker bio
Jason Kotlyarov

Jason Kotlyarov

Kutak Rock LLP
Jason Kotlyarov

focuses his practice on providing full-service representation to employee benefit plans, including multiemployer retirement plans, health and welfare plans and apprenticeship plans. Mr. Kotlyarov assists plans with subrogation matters, service provider requests for proposals (“RFPs”) and transitions, prohibited transaction evaluation and exemptions, compliance with applicable laws and regulations (including the Employee Retirement Income Security Act [“ERISA”] Health Insurance Portability and Accountability Act [“HIPAA”], Families First Coronavirus Response Act [“FFCRA”] , Affordable Care Act [“ACA”], etc.), cybersecurity related matters, amendment drafting and implementation, regulatory compliance, delinquent contribution collection, qualified domestic relations order (“QDRO”) evaluation and processing, litigation and more. Additionally, he performs policy and plan audits for multiemployer plans to ensure that policies, procedures, standards and plan documents are compliant with applicable regulations and are both practical and reflective of the respective plans’ operations and needs. Mr. Kotlyarov has experience working with single employer benefit plans, public plans, and others. In addition, he advises other attorneys and investment advisers on ERISA and employee benefits-related matters. He also regularly trains trustees and others on issues involving ERISA and HIPAA. Mr. Kotlyarov earned his B.S. degree from University of Missouri Kansas City, and his J.D. and LL.M. degrees from University of Missouri Kansas City School of Law.

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