Tearing one household to create two is a painful process for all parties involved. When the battle rages over marital assets, yours is the job of looking farther into the future than the immediate division, to account for the financial hurdles to come. What if the earning spouse retires early? What if the children have a medical emergency? What is it going to cost to keep the family home as a single owner? Are the parents planning on paying for the kids' college education? This engaging course analyzes and provides solutions to key financial issues of divorce, with a special focus on equitable division of retirement plans and child support determination and follow-up tactics. Assure your client's financial future with these practical legal techniques – order today!

MORNING SESSION – RETIREMENT AND TAX PLANNING IN DIVORCE

• Dividing Retirement Assets
• Tax Consequences and Reporting
• Disposing of Real Estate

AFTERNOON SESSION: CHILD AND SPOUSAL SUPPORT

• Ethical Considerations in Divorce
• Child Support Determinants and Procedure
• Child Support After the Initial Determinations
• Spousal Support

MORNING SESSION – RETIREMENT AND TAX PLANNING IN DIVORCE

1. Dividing Retirement Assets
   9:00 - 10:15, Kim M. O'Dowd
   1. Statutory Framework and Case Law Update
   2. Client Interview and Questionnaire
   3. Locating and Analyzing Retirement Assets
      1. Social Security
      2. Employment Benefits (Defined Benefits, Defined Contribution, Cliff-Vesting, etc.)
      3. Qualified Private Retirement Benefits
      4. Unusual Retirement Accounts: Government/Municipal/Public/Military Plans, etc.
   4. QDROs – Drafting, Planning and Administration
      1. Using the Marriage Coverture Formula
      2. Satisfying ERISA Criterion – QDRO Qualification Procedure
      3. Cost of Living Adjustments
      4. Future Changes in the Pension Plan
      5. Lump Sum Distribution Options
      6. Asset Forfeitures
      7. Accounting for Diminished Value and Future Market Fluctuations
      8. Using QDROs to Fulfill Child/Spouse Support Obligations – Past and Future
      9. When Can the Client Have Access to the Funds?
      10. Survivorship Benefits After Kennedy v. DuPont
      11. How Future Remarriage Affects Retirement Assets Arrangement
      12. Qualifying MCOs, COAPs and ADROs
      13. Execution, Filing and Service of the QDRO
      14. Recent Case Law
   5. Non-Earning Spouse's Contribution to the Increased Value of Earning Spouse's IRA
2. Tax Consequences and Reporting
   10:30 - 11:30, Marc D. Winsberg
   1. Filing Status
   2. Tax Basis of Assets
   3. Carryover Items
   4. Who Declares the Dependents
   5. Innocent Spouse Relief
   6. Stock Options
   7. Tax Consequences of Premature Distributions
3. Disposing of Real Estate
   11:30 - 12:10, Kim M. O'Dowd
   1. Determining Homestead and Marital/Nonmarital Status
   2. Quit Claim Deeds
   3. Liens
   4. What to do With Vacation Homes?
   5. Property Taxes

AFTERNOON SESSION: CHILD AND SPOUSAL SUPPORT

4. Ethical Considerations in Divorce
   1:10 - 2:10, Mark Mansfield
   1. Application of Rules of Professional Conduct in Family Law
   2. IOLTA Rules and Updates
   3. Attorneys' Fees
   4. Conflicts of Interest
   5. Confidentiality
   6. What to do When You Think the Client is Lying
5. Child Support Determinants and Procedure
   2:10 - 2:50, Mark Mansfield
   1. State Support Guidelines Update
   2. Jurisdiction Considerations
   3. Standard of Living
   4. Shared Parenting Time Offset
   5. Future College Support
   6. Extraordinary Medical Deduction
   7. Additional Considerations in Determining Support for Special Needs Children
   8. Medical Order for Child's Health Insurance
   9. Filing for an Order for Support
   10. Child Support Worksheet and Accompanying Documentation
6. Child Support After the Initial Determinations
   3:05 - 3:50, Michael D. Conroy
   1. Enforcement
      1. Enforcement Motions and Orders to Pay – Drafting and Procedural Tips
      2. Willful Failure to Pay
      3. Locating the Non-Paying Parent
      4. Collecting Support Across State Lines
      5. Interest and Surcharges on Unpaid Child Support
   2. Modification
      1. Unintentional Overpayment Issues
      2. Paternity Disputes
      3. Remarriage – of Payer or Recipient
   3. Termination
      1. Events Triggering Termination of Support
      2. How to Terminate Child Support Orders
7. Spousal Support
   3:50 - 4:30, Michael D. Conroy
   1. Waiver of Support in the Marital Agreement
   2. Spousal Support in the Event of Cohabitation
   3. Provisions and Timelines for Self-Support Resumption
   4. Standard of Living
   5. Overpayment Issues

MICHAEL D. CONROY is the principal of the Conroy Law Firm, A Professional Law Corporation, where he focuses his practice in the area of family law. Mr. Conroy is a board-certified family law specialist by the Louisiana Board of Legal Specialization. He previously has spoken on family law topics to various professional groups for a number of organizations, including National Business Institute. He earned his B.A. degree from the University of Virginia and his J.D. degree from Louisiana State University. Mr. Conroy is a member of the Covington and Louisiana State bar associations, Louisiana Super Lawyers and the Louisiana Bar Foundation Board.

MARK MANSFIELD is a partner in the Covington office of Tranchina & Mansfield, LLC. Mr. Mansfield focuses his practice on family law, and has previously lectured at CLE seminars for National Business Institute and Loyola University New Orleans School of Law on family law issues. He is a member of the Greater Covington Bar Association and the Family Law Section of the Louisiana State Bar Association. As of January 1, 2011, Mr. Mansfield will be certified as a Board Certified Family Law Specialist in the State of Louisiana. Mr. Mansfield earned his B.A. degree from Franciscan University and his J.D. degree from Loyola University New Orleans School of Law.

KIM M. O'DOWD is a partner with the New Orleans law firm of O'Dowd & O'Dowd, where she concentrates her practice in the areas of family law, personal injury and estate planning. She is a board-certified family law specialist by the Louisiana Board of Legal Specialization. Ms. O'Dowd has served as an instructor of business law at Delgado College and has lectured for the New Orleans Bar Association on domestic law. She is a member of the New Orleans, Louisiana State (Family Law Section) and American (Family Law Section) bar associations. Ms. O'Dowd earned both her B.S. and J.D. degrees from Louisiana State University and A & M College.

MARC D. WINSBERG is a member the law firm of Winsberg & Associates, LLC, in New Orleans. His practice areas include commercial litigation and domestic relations. Mr. Winsberg is admitted to practice in Louisiana and California, as well as before the U.S. Court of Appeals for the 5th Circuit; the U.S. District Court for the Middle, Eastern and Western districts of Louisiana; and the U.S. District Court for the Central District of California. He earned his B.A. degree, cum laude, from Louisiana State University and his J.D. degree, cum laude, from Tulane University Law School, where he was Order of the Coif and notes and comments editor for the Tulane Law Review. Mr. Winsberg is a board-certified family law specialist by the Louisiana Board of Legal Specialization. He is a previous lecturer in his areas of expertise. Mr. Winsberg is a member of the Louisiana and American bar associations, the State Bar of California and is a fellow in the American Academy of Matrimonial Lawyers.

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Phone: 866-240-1890

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