Dividing Retirement Assets and Stock and Other Executive Compensation in Divorce (EDU201112B)

November 12, 2020

1:00 PM to 3:00 PM (Eastern Standard Time)

Webinar

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
  • Importance of including proper language in separation agreement/proposed orders
  • 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

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 electronic materials)
Member $70
Non-Member $140
Student Member $15



Register by Mail

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 may qualify for transitional and/or non-transitional CLE 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, or a fully interactive videoconference. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. 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. 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