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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
- Navigating Different Types of Retirement Plans and Legal Requirements
- Drafting QDROs: Enforceability Tips and Important Provisions to Include (With Checklist)
- Special Considerations for QDRO Drafting (e.g., Survivor Benefits, Military Pensions, etc.)
- Tax Implications and Strategies
- Best Practices for Communicating With Plan Administrators
- Obtaining QDRO Approval: Key Procedures
- Avoiding QDRO Rejections and Common Mistakes
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
1.5 Total | 12-16-2026 |
| Alabama CLE |
|
1.5 Total | 12-31-2025 |
| Arkansas CLE |
|
1.5 Total | 06-30-2026 |
| Arizona CLE |
|
1.5 Total | 12-16-2026 |
| California CLE |
|
1.5 Total | 12-16-2026 |
| Colorado CLE |
|
2 Total | 12-31-2026 |
| Connecticut CLE |
|
1.5 Total | 12-16-2026 |
| Delaware CLE |
|
1.5 Total | 12-16-2026 |
| Florida CLE |
|
2 Total | 06-30-2026 |
| Georgia CLE |
|
1.5 Total | 12-31-2025 |
| Hawaii CLE |
|
1.5 Total | 12-16-2026 |
| Idaho CLE |
|
1.5 Total | 12-16-2029 |
| Illinois CLE |
|
1.5 Total | 12-15-2026 |
| Kansas CLE |
|
1.5 Total | |
| Kentucky CLE |
|
1.5 Total | |
| Maine CLE |
|
1.5 Total | 12-15-2026 |
| Minnesota CLE |
|
1.5 Total | 12-16-2026 |
| Missouri CLE |
|
1.8 Total | 12-16-2026 |
| Northern Mariana Islands CLE |
|
1.5 Total | 12-16-2026 |
| Mississippi CLE |
|
1.5 Total | 07-31-2026 |
| Montana CLE |
|
1.5 Total | 12-16-2027 |
| North Dakota CLE |
|
1.5 Total | 12-16-2029 |
| Nebraska CLE |
|
1.5 Total | 12-16-2026 |
| New Hampshire CLE |
|
1.5 Total | 12-16-2027 |
| New Mexico CLE |
|
1.5 Total | 12-16-2026 |
| Nevada CLE |
|
1.5 Total | 12-16-2027 |
| New York CLE |
|
1.5 Total | 12-16-2027 |
| Ohio CLE |
|
1.5 Total | 12-31-2025 |
| Oklahoma CLE |
|
2 Total | 12-16-2026 |
| Oregon CLE |
|
1.5 Total | |
| Pennsylvania CLE |
|
1.5 Total | 12-16-2026 |
| Rhode Island CLE |
|
1.5 Total | |
| South Carolina CLE |
|
1.5 Total | 12-31-2025 |
| Tennessee CLE |
|
1.5 Total | 12-15-2026 |
| Utah CLE |
|
1.5 Total | 12-31-2025 |
| Vermont CLE |
|
1.5 Total | 12-16-2026 |
| Washington CLE |
|
1.5 Total | 12-15-2029 |
| Wisconsin CLE |
|
1.5 Total | 12-31-2025 |
| West Virginia CLE |
|
1.8 Total | 12-16-2026 |
Select Jurisdiction
CLE
Agenda
-
Drafting QDROs: A Cheat Sheet for Family Law Attorneys
- Navigating Different Types of Retirement Plans and Legal Requirements
- Drafting QDROs: Enforceability Tips and Important Provisions to Include (With Checklist)
- Special Considerations for QDRO Drafting (e.g., Survivor Benefits, Military Pensions, etc.)
- Tax Implications and Strategies
- Best Practices for Communicating With Plan Administrators
- Obtaining QDRO Approval: Key Procedures
- 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
Speaker bio
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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