Qualified Retirement Plans 2017

6.0 MCLE Credits
6.0 Professional Practice

Program Description
Our panel of experienced matrimonial law practitioners and actuaries guide you through the highly technical and often challenging topic of qualified retirement plans from a matrimonial law perspective. This program will initially cover the basic requirements for domestic relations orders and discovery materials needed for proper identification and understanding of provisions of the underlying plan. Additionally, the panel will provide a brief overview relative to the taxation of retirement plans and responsibility for taxation on distribution and possible tax pitfalls. The main focus of the program will provide a comprehensive overview of various retirement plans including defined benefit plans, qualified pre-retirement survivor benefits, post-retirement survivor benefits, and whether or not the order can provide for a shared or separate interest benefit. In addition, panelists will discuss defined contribution plans and IRAs and provide sample language for DROs/ agreements and IRA transfers. Finally, program faculty will present recent decisions, new legislation and developing trends in matrimonial law – popular program favorites.

Topics to be Covered Include
> Recent Decisions, New Legislation and Developing Trends in Matrimonial Law
> Basic Requirements, Discovery and Taxation
> Qualified Defined Benefit Plans
> Defined Contribution Plans and IRAs

Speakers
Bruce J. Wagner, Esq. | McNamee Lochner P.C., Albany
Robert Guarnera, MAA, MSPA, EA | Pension Actuaries, Inc., Valhalla
Carolyn D’Agostino, Esq. | The Law Offices of Carolyn A. D’Agostino, Clifton Park

Pricing
NYSBA Member: $175
Non-Member: $275

Program Co-Sponsors
Family Law Section
Committee on Continuing Legal Education