Agenda

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Valuing and Dividing Pensions, Retirement Plans and IRAs
Tuesday, August 23, 2016, 12:00 – 1:30 PM EDT

   Valuing pensions and retirement plans

   Dividing defined-benefit pension plans

   Dividing 401K and other defined-contribution plans

   Tax consequences of divisions and distributions

Drafting and Implementing Qualified Domestic Relations Orders (QDROs)
Tuesday, August 23, 2016, 2:30 – 4:00 EDT

   When is a QDRO required?

   Required elements of QDROs

   Drafting the QDRO

   Tax consequences of QDROs

Valuing and Dividing Business Interests in Divorce
Thursday, August 25, 2016, 12:00 – 1:30 PM EDT

Examining the nature of the business and the party’s interest in it

Valuing closely-held business interests

Tax consequences of business divisions

Valuing and Dividing Real Estate Interests
Thursday, August 25, 2016, 2:30 – 4:00 EDT

   Determining type of property interest and marital component

   Valuing real estate interests

   Tax consequences of real property divisions and distributions

Credits

Each webinar has been approved for 1.5 CLE hours for attorneys in Arkansas, Indiana, Mississippi, Nevada, Ohio, Texas*, and Virginia, and each webinar has been approved for 1.8 CLE  hours in Missouri. HalfMoon Education is an approved CLE provider in California, New York, and Vermont, and each webinar offers 1.5 CLE hours in these states. HalfMoon Education has applied for CLE course approvals in Georgia, North Carolina, and Wisconsin, which are pending.

* Includes 1.5 specialization hours in the areas of Civil Trial Law (attorneys and paralegals), Family Law (attorneys and paralegals), and Civil Appellate Law (attorneys).

Attorneys interested in CLE course approval in other states are encouraged to contact HalfMoon Education in a timely fashion to request course approval. Florida attorneys will have to seek course approval on their own, for which there is no fee.

Speakers

Matthew Lundy

Matthew Lundy Law - QDRO Law

Partner, Matthew Lundy Law – QDRO LawMatthew L. Lundy is the managing partner of Matthew Lundy Law – QDRO Law, a multi-jurisdictional QDRO law firm. He is licensed to practice law in Florida, Georgia, Michigan and Wisconsin. Mr. Lundy has a great deal of experience in analyzing and interpreting state and federal law related to retirement account division in family law cases, including but not limited to the Internal Revenue Code and the Employee Retirement Income Security Act. He has written several articles on the subjects of retirement account division and the use of QDROs and similar orders in family law cases that have been published both state and nationwide. In addition, Mr. Lundy also has lectured on the subject of retirement account division to judges, family law practitioners, and other family law professionals throughout the country. As an attorney with a background in both family law and dividing retirement accounts specifically, Mr. Lundy has developed a unique understanding of both the legal and mechanical issues related to retirement account division. Mr. Lundy’s clients consist of both individual (non-attorney) clients and attorneys. Clients seek his counsel as a means to not only accurately address legal issues related to retirement accounts, but also to advise on and execute the most practical means of expeditiously resolving retirement account issues. Mr. Lundy has also spearheaded a movement to encourage to discourage the unlicensed practice of law in the context of QDRO preparation, as a means of protecting the public at large and to ensure that clients get the best and most complete service possible. This has included lecturing and writing articles on the topic of UPL, as well as a seeking advisory opinions from at least one state bar association clarifying the bars position on this particular topic. He earned his B.A. degree from Duke University, and his J.D. degree, with honors, from the University of Florida, Levin College of Law.

Kirk Stange

Stange Law Firm PC

Founding Partner of Stange Law Firm, PCKirk C. Stange is a Founding Partner of Stange Law Firm, PC.  He is licensed in Missouri, Illinois, Kansas (inactive) and the United States District Court for the Eastern District of Missouri.  Mr. Stange received his Juris Doctorate from the University of Missouri-Columbia.  Missouri and Kansas Super Lawyers Magazine selected Mr. Stange to the list of Super Lawyers for Family Law in 2015.  Previously, Missouri and Kansas Super Lawyers Magazine selected Mr. Stange to the list of Rising Stars for Family Law in 2013 and 2014.  Mr. Stange has also received numerous other awards from organizations such as the National Academy of Family Law Attorneys, the American Institute of Family Law Attorneys, the American Society of Legal Advocates, The National Trial Lawyers, Lead Counsel, AVVO and The National Advocates.  Mr. Stange is a frequent speaker on family law topics through the Missouri Bar and National Business Institute.  In 2014, Mr. Stange presented at the 8th Circuit Judicial Conference in Omaha, Nebraska.  Mr. Stange authored a chapter in a book through Thomson Reuters (Aspatore Publishing) titled: “Strategies for Military Family Law: Leading Lawyers on Navigating Family Law in the Armed Forces (Inside the Minds).”  Mr. Stange released a full-length book through Thomson Reuters (Aspatore Publishing) in 2014 titled: “Prenuptial Agreements Line by Line.”  In 2015, Mr. Stange authored another chapter in a book through Thomson Reuters (Aspatore Published) titled: “Strategies for Illinois Family Law: Leading Lawyers on Leveraging Alternative Dispute Resolution, Negotiating Alimony and Child Support, and Managing Client Expectations (Inside the Minds).”  

There are 4 Courses in This Seminar

Valuing and Dividing Pensions, Retirement Plans and IRAs

Valuing and Dividing Pensions, Retirement Plans and IRAs

August 23, 2016 Webinar Matthew Lundy
Valuing and Dividing Business Interests in Divorce

Valuing and Dividing Business Interests in Divorce

August 25, 2016 Webinar Kirk Stange
Valuing and Dividing Real Estate Interests

Valuing and Dividing Real Estate Interests

August 25, 2016 Webinar Kirk Stange