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Dividing Retirement Assets Upon Death or Divorce


Level: Intermediate
Runtime: 89 minutes
Recorded Date: March 07, 2017
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Agenda

  • Division of Assets on Divorce - QDROs
  • Division of non-qualified or Welfare Plan
  • Assets on divorce
  • Division of IRAs and special types of retirement plans on divorce
  • Death after divorce - Other issues
  • Death and Probate
  • Death and income taxes
  • Estate Planning tools
  • Benefits of Income Tax Deferral .
  • Beneficiary Issues
  • Death and creditors
  • Disclaimers of retirement assets
  • Conclusion and questions
Runtime: 1 hour and 29 minutes
Recorded: March 7, 2017

Description

This panel will explore the the confluence of ERISA and estate planning considerations including QDRO's (Qualified Domestic Relations Orders), beneficiary designations, the differences between ERISA and Non-ERISA plans at death and divorce.

This program was recorded on March 7th, 2017.

Provided By

American Bar Association
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Panelists

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Karen K. Suhre

Attorney
Karen K Suhre, Attorney at Law

Karen K. Suhre is an attorney in private practice in Dallas, Texas. Her practice is limited to employee benefits and executive compensation matters. Karen was a partner and employee benefits practice group leader with Dallas-based Hughes & Luce LLC, which is now part of K & L Gates, before establishing her solo practice in 2001.

She has repeatedly been named to Texas Super Lawyers, Best Lawyers in America, and Best Lawyers in Dallas. Karen is currently co-vice chair of the Employee Benefit Plans & Other Compensation Arrangements Group of the Real Property Trust & Estate Law Section of the American Bar Association. She is a past chair of the Employee Benefits and Executive Compensation Section of the Dallas Bar Association.

She is a magna cum laude graduate of the University of Illinois College of Law, where she served on the Law Review and was honored as a member of the Order of the Coif. 

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David C. Valente

Attorney
Casner & Edwards LLP

David Valente is an attorney at the Boston law firm of Casner & Edwards, LLP. David holds the CFP? (Certified Financial Planner) designation, having advised families for over eight years at a downtown wealth management firm on stock option planning, retirement planning, investment portfolio management, insurance analysis, charitable bequests and income tax reduction strategies, prior to practicing as an attorney.

He is a member of the Boston Estate Planning Council, the Trust and Estates Consortium, the American Bar Association, the Boston Bar Association, and the Justinian Law Society. David is currently a weekly volunteer at the Scituate Animal Shelter.

He received a LL.M. in Taxation from Boston University School of Law, a Master of Science in Taxation from Suffolk University, a J.D. from Suffolk University Law School, and a B.S. in finance and computer science from Boston College in 2001. 

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Courtney Vomund

Director, Associate Counsel
Spire Energy

Courtney Vomund is the Director and Associate Counsel at Spire Energy.


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