Mid-Life Divorce: Unique Challenges for Baby Boomers and Older Couples
Strategies for Marital Estate Division, Spousal Support and Retirement Distribution
Recording of a 90-minute CLE webinar/teleconference with Q&A
Conducted on Tuesday, June 7, 2011
Recorded event now available
This CLE webinar will prepare attorneys to handle the complex issues that arise in divorce cases at mid-life and beyond. The panel will outline strategies for structuring settlements, including marital estate division, spousal support and post-divorce distributions of retirement plan contributions and survivor benefits.
Description
Representing mid-life and older clients in divorce often involves complex issues. For some clients, their major income-generating years are behind them. For others, one spouse may be in their peak income-producing years while the other spouse may have little work history.
Financial matters, such as spousal support (methods of payment, amount and duration), can be more challenging for older clients. Issues concerning social security benefits, health insurance, and valuing and dividing assets accumulated during the marriage must be addressed.
Complex asset allocation issues include dividing pensions, retirement and investment accounts, business interests and real estate. Distribution of survivor benefits in the event of a death, entitlement to retirement plan contributions post-divorce, and timing of benefit distributions are critical.
Listen as our panel of experienced family law attorneys outlines best practices for handling issues specific to baby boomers and seniors in a divorce action.
Outline
- Marital Estate Division
- Real estate
- Primary residence
- Secondary residence
- Timeshares
- Business interests
- Investment accounts
- Debts
- Real estate
- Spousal Support
- Types of spousal support
- Method of distribution or payments
- Threshold criteria for qualification and factors
- Problematic issues in mid-life divorce
- Amount and duration
- Modification
- Retirement Plans
- Employer-sponsored plans
- Available benefits not automatic
- QDROs
- Defined contribution plans
- Defined benefit plans
- Separate interest/shared interest QDROs
- Additional benefits under defined benefit plans
- Waivers
- Other types of retirement plans
- Military
- Federal
- State
- Social security benefits
- Employer-sponsored plans
Benefits
The panel will review these and other key questions:
- What unique challenges arise in divorce among older parties?
- What strategies should attorneys consider to effectively protect a baby boomer in divorce and post-divorce?
- What factors should be considered in handling assets accumulated during a long-term marriage?
Faculty
Leslie Ann Shaner,
Attorney
Barnes & Diehl, Chesterfield, Va.
She is an expert in family law and estate planning. She is a frequent speaker on divorce among baby boomers and family law issues in elder law. She published a book in 2010 entitled "Divorce in the Golden Years."
Paula G. Kirby,
Attorney
Paula G. Kirby, Scottsdale, Ariz.
She is licensed in both Arizona and California. Her practice blends family law, probate, and commercial litigation. Paula serves as 2010-2011 Co-Chair of the ABA Family Law Section’s Vulnerable Adults and Special Needs Families Committee. She also is the Family Law Section’s liaison to the ABA Commission on Law and Aging.
Sarah McCormack,
Partner
Kessler & Solomiany, Atlanta
She focuses exclusively on family law. She has been named a Super Lawyer “Rising Star” for several years. She is a frequent speaker on family law topics and has authored several articles on family law topics. She has participated in family law appellate decisions in the State of Georgia.
Ordering
Online CLE - Audio Recording
Includes audio streaming of full program plus handouts (available 24 hours after live seminar).
CLE:
Pre-approved for participatory or non-traditional/alternate format credit in: CA, HI*, NY*, WV*.
Pre-approved for self-study credit in: AK, AZ, FL, GA, MO, MT, TX*, VT, WA.
Upon request, also available in: CO, CT*, ID, KY, LA*, ME, NC, ND, NE, NH, NM, NV, OR*, SC, TN, UT, WI, WY. If you are applying for credit in one of these states, make sure to select those states when placing your order.
(*Indicates that Strafford must report attendance.)
Online CLE Audio $127.00
Available 24 hours after the live event
Recorded Event
Includes full event recording plus handouts (available after live seminar).
CLE: Pre-approved for self-study credit in: AK, AZ, CA, CT, FL, GA, HI, MO, MT, NY, TX*, VT, WA, WV. Upon request, self-study credit is also available in: CO, ID, KY, ME, ND, NE, NH, NM, NV, OR, UT, WI, WY. If you are applying for self-study credit in one of these states, contact Strafford CLE at 1-800-926-7926 ext. 35 or CLE@straffordpub.com. (*Indicates that Strafford needs to process the CLE — see below to purchase this option.)
Webinar Download (Slide Presentation with Audio) $127.00
Available three business days after the live event
DVD (Slide Presentation with Audio) $127.00
plus $9.45 S&H
Available ten business days after the live event
MP3 Download (Audio with Slide PDFs) $127.00
Available 24 hours after the live event
CD (Audio with Slide PDFs) $127.00
plus $9.45 S&H
Available ten business days after the live event
Webinar/Teleconference
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CLE Credit
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Customer Reviews
I enjoyed the webinar's content and look forward to more of them!
Janne McKamey
Stearns-Montgomery & Proctor
The CLE was reasonably priced and good quality therefore a very good value.
Jim Proctor
Meridian Advantage
I liked the practical examples raised both by the speakers and those with questions; it allowed for an enhanced understanding of issues I have not yet seen in a bankruptcy/family law context.
Noah Bishop
Gresham Family and Bankruptcy Law
The seminar explored the subject matter from many angles and was extremely helpful in my family law practice.
Cindy Allen
Cindy Allen & Associates, PLLC
The CLE was very practical and to the point for a family law practitioner. There was no time wasted.
Bruce Clement
Clement Law Center
Family Law Advisory Board
Partner
Weber Gallagher Simpson Stapleton Fires & Newby
Paula G. Kirby
Partner
Walzer & Melcher
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