POSTPONED: Dividing Retirement Assets & Stock & Other Executive Compensation in Divorce (EDU200331B)

March 31, 2020

6:00 PM to 8:00 PM

CBA Law Center

30 Bank St, New Britain, Connecticut, United States

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

  • 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

Speakers

Maria McKeon Maria McKeon
McKeon Law Group LLC, Amston

Linda Ursin Linda A. Ursin
Law Offices of Linda A. Ursin LLC, East Hampton


CLE Credit

CT: 2.0 CLE Credits (General)
NY: 2.0 CLE Credits (AOP)

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for transitional and non-transitional credits. Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit. For further information about transitional and non-transitional courses, please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml. Financial hardship information is available upon request.

*Electronic materials are included in the price of the seminar. Any materials for this seminar will be e-mailed to registrants prior to the seminar for download. No paper copies will be provided unless purchased separately. If the seminar is recorded, all member registrants will receive complimentary access to the recording approximately six weeks after the program. Please note that refunds will not be granted once course materials have been sent. Cancellations made less than 2 business days prior to event are non-refundable.



Contact

Member Service Center
Email: msc@ctbar.org
Phone: (844)469-2221