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On-Demand MCLE

Settlement Language for the Division of Retirement Plans

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Price

$50 for Member
$65 for Non-member
$20 for Students

90 minutes

Date Published

May 3, 2022

Publisher

Sonoma County Bar Association

Questions

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Summary

During this presentation, QDRO attorneys Elizabeth and Jessica Strasen will cover settlement language drafting by discussing examples of some of the worst errors and best drafting they see in practice.

The presentation will provide sample language for:
· 401(k) Plans, including Plans with Roth, after-tax, or brokerage sub-accounts;
· Equalizations/offsets, including providing for valuation dates and the treatment of market gain/loss;
· PERS/STRS and other public retirement system benefits, including how to (and not to) estimate their value using a Member statement;
· Union pension plans (UA Local, Teamsters, etc.); and
· IRAs, including tips on how to meet the requirements of IRA companies & financial advisors

The Program Materials will give suggestions for the drafting of Marital Settlement Agreements and other Orders so that attorneys can quickly spot issues and ensure that their agreements will be executed as intended.

*Also qualifies for FL Specialization of 1.5 credits*

SWOD-16833

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Presenters

Jessica Strasen

Law Office of Elizabeth A. Strasen

Jessica Strasen is an attorney at the Law Office of Elizabeth Strasen, located in Petaluma. Her practice includes drafting... Read More

Elizabeth Strasen

Elizabeth Strasen has been practicing family law since 1987. Over the years, she has developed working relationships with a... Read More

Program Titles and Supporting Materials

This program contains the following components:

Media Files

Video Presentation

Downloadable Files

Handout

Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
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Settlement Language for the Division of Retirement Plans | On-Demand MCLE Catalog