Dividing Retirement Assets Upon Death or Divorce

Level: Intermediate
Runtime: 89 minutes
Recorded Date: March 07, 2017
Click here to share this program
Download PDF


  • Division of Assets on Divorce - QDROs
  • Division of non-qualified or Welfare Plan
  • Assets on divorce
  • Division of IRAs and special types of retirement plans on divorce
  • Death after divorce - Other issues
  • Death and Probate
  • Death and income taxes
  • Estate Planning tools
  • Benefits of Income Tax Deferral .
  • Beneficiary Issues
  • Death and creditors
  • Disclaimers of retirement assets
  • Conclusion and questions
Runtime: 1 hour and 29 minutes
Recorded: March 7, 2017


This panel will explore the the confluence of ERISA and estate planning considerations including QDRO's (Qualified Domestic Relations Orders), beneficiary designations, the differences between ERISA and Non-ERISA plans at death and divorce.

This program was recorded on March 7th, 2017.

Provided By

American Bar Association


Karen K. Suhre

Karen K Suhre, Attorney at Law

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 C. Valente

Casner & Edwards LLP

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

Director, Associate Counsel
Spire Energy

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

Similar Courses

Card image cap
92 minutes
#MeToo: Empowering Employees and Employers to Address Workplace Sexual Harassment & Violence
Join our expert attorneys as they discuss how employers can work to prevent and eliminate sexual harassment and violence in their workplace, and create an environment in which employees are able to respond to and report incidents without fear of retaliation. Not only is there a deep moral imperative to rectify sexual harassment in the workplace and promote an equitable work environment, but also there is significant monetary liability as a potential consequence for employers who fail to address harassment in the workplace.

American Bar Association


Add to Cart
Card image cap
77 minutes
§ 363 Sale Issues
Dive into Section 363 sales issues, including whether there are limits to “free and clear”; the GM conflict between Sections 365(h) and 363(f) (“lease-stripping”); sales free and clear of leasehold interests, restrictive covenants and override royalties; being free and clear of successorships in CBAs; selling free and clear of environmental liabilities (La Paloma, Exide); and loan-to-own strategies.

American Bankruptcy Institute


Add to Cart
Card image cap
63 minutes
2018 CA Consumer Privacy Act: The Big Tail Wagging the U.S.
In this session, two leading information governance attorneys will share why you need to and how you can be ready.



Add to Cart
Card image cap
50 minutes
2019 Regulatory Outlook: Ensuring Compliance Across SEC, DOL and NAIC Regulations
Most insurers are moving ahead with their risk and compliance initiatives, even as regulatory uncertainty poses significant and ongoing challenges. Lawmakers and regulators are striving to make necessary changes and updates to applicable laws and regulations, which insurers are expected to comply with going forward, however in some areas, the requirements aren’t yet so clear. This session will highlight some of the biggest risks within the industry and how insurers can implement strategies to stay on top of these new and at times, confusing, changes.

General Counsel Conference


Add to Cart
Previous Next