Dividing Retirement Plans: How to Avoid Malpractice and Other Tips

Focus on various executive employee benefits and how those should be thought about in divorce proceedings. The focus is on how equity benefits, deferred compensation, and perquisites work, and how they should be thought about in terms of maintenance and child support.

Address selecting the case that is ripe for settlement, determining the correct timing for settlement discussions, and preparing the case, your client, and yourself for a successful mediation. Also cover best lawyer practices when participating in a mediation.

This program provides insight from a corporate fiduciary’s perspective on one of the most overlooked yet most common asset class in a probate or trust administration. While this asset class is typically not a large percentage of the gross estate, it can require a substantial amount of time in its administration as well as provide for significant risk to the fiduciary. Drafting considerations will be discussed so that planners can work to manage that risk and cost of administration.