MICPEL and The Maryland State Bar Association Section of Family & Juvenile Law

In Cooperation with the University of Maryland School of Law and the University of Baltimore School of Law

Present:

 

TAX QUALIFIED RETIREMENT PLANS & DIVORCE
Course #08-5044

Click here for a printable order form 
Please fill out the form completely and fax it to MICPEL at 410.659.0647.

4.0 CLE Hours

 

Thursday, May 15, 2008

9:00 a.m. – 1:15 p.m.

Ecker Business Training Center

6751 Columbia Gateway Drive

Columbia, Maryland

  

FACULTY

 
Paula A. Calimafde, Esq.
Paley Rothman

Marcia C. Fidis, Esq.
Pasternak & Fidis, P.C.

Thomas C. Ries, Esq.
Kaufman, Ries & Elgin, P.A.

Christopher R. vanRoden, Esq.
Law Office of Christopher R. vanRoden, P.A.


What you will learn & why you should attend...

In many divorces, retirement plans are the parties’ most significant asset. Family law attorneys need to take the time to find out the details of the parties’ various retirement assets. Failure to do so can lead to problems both during negotiations, drafting of settlement agreements, requests for relief during trial, and after the divorce.

This program, designed for attorneys with basic and intermediate levels of experience, will address a wide variety of issues concerning retirement plans so that family law attorneys can properly represent their clients throughout the divorce process.

The issues to be covered . . .
Overview of ERISA
Different types of Qualified Retirement Plans
Maryland Case Law Regarding Retirement Plans and Divorce
A Vocabulary Regarding Retirement Plans
QDROs
Survivor Benefits
Discovery Issues
Working With the Plan Administrator
Tax Rules
Non-Qualified Plans (Supplemental, SERP, Excess Benefit)
Drafting Suggestions for Marital Settlement Agreements
Practice Pointers
Current ERISA issues in enforcing spousal waivers
Death of participant before plan accepts QDRO


Fees:
MSBA Members - $229
MSBA Family & Juvenile Law Section Members - $209
MSBA Young Lawyers Section Members - $209
MICPEL Flex/Select Pass Holders - $0
All Others - $259
Video Replay - $209
PA Credits Fee - $8

Video Replays - 9:00 a.m - 1:15 p.m. both locations.

June 13, 2008 - Baltimore
July 10, 2008 - Baltimore
July 29, 2008 - Rockville
August 8, 2008 - Rockville
 

Too Busy to Attend?
Materials, Audio Tapes, CDs and DVDs are available for shipment within thirty (30) days after the course date.
*Price includes tax and shipping
after the course date.
Materials Only Inventory #3144-08; $80.64*
Audio Tapes and Materials Inventory #3145-08; $154.84*
CDs and Materials Inventory #3146-08; $154.84*
DVD and Materials Inventory #3147-08; $197.24*

 

Click here for a printable order form 
Please fill out the form completely and fax it to MICPEL at 410.659.0647.

 

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