Many well-intentioned lawyers fall short when it comes to dividing retirement assets in divorce settlements. The biggest culprit? Defined contribution plans. The complexities of these plans often lead to future conflicts and financial losses.
 
In this Master Class, we’re not just discussing the technicalities of defined contribution plans or how to avoid mistakes. We’re redefining and modernizing your approach to secure your clients’ financial future.

What you’ll learn:

• Retirement plan updates and their impacts on settlements
• The top 3 mistakes when working with defined contribution plans – 401(k), 403(b), IRAs, annuities, profit-sharing plans, etc. – and how to fix them
• How to get the right documentation from the start
• How to define marital shares accurately
• How to equalize properly
• How to draft air-tight agreements so everyone walks away with their fair share