Until 2020 when David and his family moved to Texas, David was a Southern California native, completing his BS at the University of Southern California and obtaining his law degree from Chapman University, where he obtained a tax emphasis certificate.
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This presentation is designed to 'issue spot' the most common issues with QDROs that will come up in your dissolution of marriage or legal separation cases and how to address them.
Key topics to be discussed:
Closed-captioning available
David Ruegg | The Law Offices of David T. Ruegg
Until 2020 when David and his family moved to Texas, David was a Southern California native, completing his BS at the University of Southern California and obtaining his law degree from Chapman University, where he obtained a tax emphasis certificate. Within the Family Law context, David exclusively handles the division of employee benefit plans (QDROs). David is a recognized expert in his field and his resume includes published articles, testifying in court as a QDRO expert, and presenting to many bar associations and related family law organizations on QDRO/retirement benefit issues.
I. What does a QDRO Attorney Do? | 2:00pm – 2:10pm
II. Discovery of Retirement Accounts | 2:10pm – 2:20pm
III. Freezing up Retirement Accounts Pending Divorce/Legal Separation | 2:20pm – 2:30pm
IV. Identifying Defined Contribution vs Defined Benefit | 2:30pm – 2:40pm
V. Understanding Defined Contribution Accounts | 2:40pm – 2:50pm
VI. Understanding Defined Benefit Accounts | 2:50pm – 3:00pm
Break | 3:00pm – 3:10pm
VII. Understanding Survivor Benefits with Defined Benefit Accounts | 3:10pm – 3:25pm
VIII. Miscellaneous Topics: Social security windfall elimination provision, impact of divorce vs legal separation, impact of dissolution of marriage vs domestic partnerships, elective service credits, sick/vacation time, medical benefits | 3:25pm – 4:00pm
IX. Time Permitting…. Military Issue Spotting | 4:00pm – 4:10pm
only $395 yearly
only $395 yearly