TOVA Retirement Assets Webinar Courses for Divorce Attorneys

Retirement savings accounts are the most significant asset for most people, which is why divorce practitioners need to address them correctly from the beginning, rather than at the very end, of the negotiations. Unfortunately, poorly drafted divorce agreements indicate that practitioners lack understanding of how to correctly deal with retirement benefits, which is why TOVA developed webinars specifically for law firms. TOVA courses have been attended by Judges and other court personnel, mediators, collaborative attorneys, litigators, law students and first year associates, as well as seasoned law practitioners.

Each program, in addition to focusing on its specified topic, will explain how to deal with retirement assets appropriately from the beginning to ensure the retirement assets are identified properly, valued accurately, addressed correctly in a settlement agreement and transferred correctly. Where indicated, some courses are designed specifically for US divorce attorneys and some for international lawyers and solicitors.

RETIREMENT ASSETS WEBINAR COURSES

Bootcamp on the ABCs of Retirement Assets and QDROs

Designed for US Attorneys

  1. How to Conduct the Right Due Diligence:
    • What to ask for during discovery
  2. Understanding Retirement Plans:
    • An overview of retirement plans and which assets will require QDRO
    • How to identify key information from statements
  3. How to Avoid Top Mistakes in These Areas:
    • The Coverture formula (“marital interest formula”)
    • Plan Loans
    • Equalizing and Offsetting
    • Identifying Retirement Plans

Deep Dive into YOUR state’s Public Retirement Systems or Federal Retirement Systems

Designed for US Attorneys

  • Choose (and indicate in your email) a Deep Dive into ONE of the following Retirement Systems for YOUR state: Teachers, Police, Fire, and Local and State Employees.

OR

  • Choose (and indicate in your email) a Deep Dive into ONE of the following Federal Retirement Systems: Military, FERS/CSRS, Railroad.

Individual Retirement Accounts (IRAs) and How to Correctly Divide Them in Divorce

Designed for US and international Attorneys

  1. Is QDRO Needed to Transfer an IRA?
  2. How to Correctly Transfer an IRA in Divorce
  3. How to Avoid Top Mistakes in Equalizing IRAs
  4. Advanced Topic on How to Properly Divide:
    • Self-Directed IRAs that are Funded with Real estate and Cryptocurrency
    • IRAs that are in Pay Status
    • Inherited IRAs

How to Address Survivorship and Avoid Top Mistakes, Diminishment of Benefits, and Malpractice

Designed for US Attorneys

  1. An Overview of the Survivorship Options
  2. Critical Distinctions in Survivorship Between Private Sector and Public Sector/Governmental Plans
  3. Private Sector and Public Sector/Governmental Plans
  4. How to Correctly Address Survivorship Rights in Settlement Agreements
  5. Top Mistakes to Avoid that Lead to Diminishment of Benefits and Lead to Malpractice Territory

How to Fairly Value and Divide US Retirement Assets (“Pensions”) in Cross-Border Divorces

Designed for international Attorneys

  1. An Overview of the US Pension Types (all participants will receive a Chart with Basic US Pensions Types)
  2. An Overview of the US Tax Rules and Pension Rules that allow for Tax-Free Transfers of US Pensions
  3. How to Properly Conduct a Due Diligence and Avoid Negligence Territory
  4. How to Properly Equalize and Offset US Pensions
  5. Discussing a Specific Case Study

Email us and let us know:

WHAT TO EXPECT:

  1. This is a one-hour virtual webinar using zoom, where everyone will have the option of turning on their video.
  2. There is no cost and there are no legal credits offered at this time. If you are interested in obtaining  continuing legal education credits, put us in touch with your local bar as sociation which will be able to sponsor the webinar and, as such, we will be able to offer credits.
  3. We will follow up with you if you are requesting a private webinar for your firm. If you are just looking for yourself, you will receive an email with upcoming public webinars.

  4. Upon providing your name and email, you will receive a zoom link, and  our presentation materials at the conclusion of the webinar.
  5. The sessions are never recorded because we allow everyone to have their video on, and we respect everyone’s privacy. You will get the most benefit by attending because the presenter interacts with the participants throughout the program and answers questions.