BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/New_York X-LIC-LOCATION:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:da060d23f3767a1a50b27e853c7873f674 CATEGORIES:Events SUMMARY:NAEPC Webinar: Introducing the In Marriage QDRO® - A Brand New Option DESCRIPTION:
Speaker: Marcus T. Foote, JD, and Stephanie N. Prestridge, JD
The In Marriage QDRO® incorporates the ability of spouses to c ontract under state domestic relations law with the enforcement mechanism o f a Qualified Domestic Relations Order (QDRO) under federal law. This inter mediate to advanced level presentation will provide a brief overview of the statutory and jurisprudential authorities allowing for an In Marriage QDRO ®, then get into the most common applications. These applications include delaying RMDs by transferring funds to a much younger spouse, saving a pens ion in Long Term Health Planning and asset diversification by removing 401k funds to a privately managed IRA account ahead of retirement.
Marcu s T. Foote is a partner at Kuehne & Foote, APLC, where he focuses exclusively on community property divisions, military divorces, & Qualified Domestic Relations Orders (QDROs). He has been board-certi fied in the area of family law by the Louisiana Board of Specialization sin ce January 2002. In 2013, he developed the process for the In Marriage QDR O® wherein married spouses can access qualified funds by combining state la w with federal ERISA law. In 2019, he published the article in the Journal of Financial Service Providers named “A New Qualifying Event - The In Marr iage QDRO®”
Stephanie owns and manages Lineage Law, representing uppe r to high net worth clients with estate planning, life insurance, and busin ess-related legal issues. Stephanie is also of counsel to In Marriage QDRO ®, a company that helps clients across the country gain access t o their 401(k) savings without limitations or penalties. Her client list i ncludes first round draft picks from all three major sports leagues (NFL, N BA, MLB), actors, musicians, and even one of the most followed Tik Tok infl uencers. Stephanie is married to her law partner, Michael Hoover, who also has a national practice focused on life insurance disputes. Together, Steph anie and Michael have a teen hostage-negotiator-in-training, Ava Grayce, an d a future hopeful Roblox majority shareholder, Mason Michael. They live i n Baton Rouge, Louisiana, but enjoy traveling frequently to visit with thei r clients and explore new places.
REGISTER HERE for the individual program. To purchase the 2022 web inar series, please click HERE .
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Registration Fees
A general certificate of completion will be made available for those professionals who feel the program satisfies their continuing edu cation requirements and are able to self-file. It is the respo nsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.
DTSTAMP:20240329T153946 DTSTART;TZID=America/New_York:20220209T150000 DTEND;TZID=America/New_York:20220209T160000 SEQUENCE:0 TRANSP:OPAQUE END:VEVENT END:VCALENDAR