Dividing Retirement Assets Upon Death or Divorce

Karen K. Suhre is an attorney in private practice in Dallas, Texas. Her practice is limited to employee benefits and executive compensation matters. Karen was a partner and employee benefits practice group leader with Dallas-based Hughes & Luce LLC, which is now part of K & L Gates, before establishing her solo practice in 2001.

She has repeatedly been named to Texas Super Lawyers, Best Lawyers in America, and Best Lawyers in Dallas. Karen is currently co-vice chair of the Employee Benefit Plans & Other Compensation Arrangements Group of the Real Property Trust & Estate Law Section of the American Bar Association. She is a past chair of the Employee Benefits and Executive Compensation Section of the Dallas Bar Association.

She is a magna cum laude graduate of the University of Illinois College of Law, where she served on the Law Review and was honored as a member of the Order of the Coif. 

David Valente is an attorney at the Boston law firm of Casner & Edwards, LLP. David holds the CFP? (Certified Financial Planner) designation, having advised families for over eight years at a downtown wealth management firm on stock option planning, retirement planning, investment portfolio management, insurance analysis, charitable bequests and income tax reduction strategies, prior to practicing as an attorney.

He is a member of the Boston Estate Planning Council, the Trust and Estates Consortium, the American Bar Association, the Boston Bar Association, and the Justinian Law Society. David is currently a weekly volunteer at the Scituate Animal Shelter.

He received a LL.M. in Taxation from Boston University School of Law, a Master of Science in Taxation from Suffolk University, a J.D. from Suffolk University Law School, and a B.S. in finance and computer science from Boston College in 2001. 

Courtney Vomund is the Director and Associate Counsel at Spire Energy.