Product Details

About the Seminar
This seminar is intended to help family law attorneys understand the potential pitfalls they face when dividing assets during the divorce process. You will learn from the perspective of a Certified Divorce Financial Analyst® how simple mistakes could cost clients thousands of dollars if the settlement is not crafted correctly. There will be special focus on QDROs, the handling of the marital home, cryptocurrency, and the differences between retirement plan types.

Discussion will focus on common, real-world issues attorneys may encounter while dividing assets during the divorce process.

 

Agenda:
- Types of Retirement Plans
- Regulations
- Tax Considerations When Dividing Assets
- Types and Valuation of Pensions
- QDRO’s
- IRA’s
- Cryptocurrency
- Handling of the Marital Home
- Reasons You Could Get Sued!

This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal, mortgage or investment advice.

Inkpointe Divorce Solutions, LLC and LPL Financial do not offer tax/legal services or advice. Securities and advisory services offered through LPL Financial, a registered investment advisor.

Member FINRA/SIPC. CRPS® conferred by College for Financial Planning.

 

About the Speaker:
Duncan E. White, AWMA®, CDFA®, CPFA®, CRPS® LPL Financial Advisor and Owner
Inkpointe Divorce Solution, LLC
Duncan@InkpointeDivorce.com 

James Shadd III - Shadd Law Firm, LLC (Guest Speaker)

 

Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE credit hour.

 

This seminar is a Basic level program.

Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2023,please use this course code: 932717ADO.

Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2024, please use this course code: 241305ADO.
 

 

Tags Family; Insurance;