Presented by the Connecticut Bar Institute
About the Program
Typically the largest assets in a divorce are the qualified and non-qualified retirement assets and stock compensation plans, such as restricted stock and stock option plans. Lawyers need to know the technical requirements of these benefits, as well as the tax implications and opportunities for transferring assets to a former spouse.
You Will Learn
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Differences between ERISA plans, such as corporate plans, and governmental plans, such as municipal, State of Connecticut, Federal and military plans, and how these plans can be divided by QDRO
- Various methods of transferring IRA accounts
Techniques to transfer stock options, restricted stock, and other stock benefits to the non-employee spouse
- Tips for discovering a variety of hidden compensation, such as non-qualified plans, stock options, restricted stock, and other executive compensation
- Understanding Connecticut case law in dividing these marital assets
- Understanding the tax implications and rules for dividing these assets
- How to protect yourself and your clients in these complex areas
Who Should Attend
Entry level and seasoned attorneys, especially attorneys who are involved with dividing retirement plans needing QDROs, non-qualified plans, stock options, restricted stock plans, and the like will benefit from this seminar.
Cost
(Includes dinner, electronic materials*, and parking in the public garage at 35 Bank St)
Member $75
Non-Member $150
Student Member $15