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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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  • 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


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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Karen K. Suhre

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

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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