Family Law

QDROs: What Paralegals Need to Know

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
OnDemand
2 hours 58 minutes
Aprille Barker
Corinne Kaplan
With Aprille C. Barker from Ambrogi Law Office + 1 other
Recorded October 23, 2024.
Product ID 99094

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Course Includes
$219

OnDemand Video

Course Book Download

OnDemand content will be available within 7 days of event date.


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Overview

Foster Your Understanding of QDROs

From damaging your attorney's reputation to exposing them - and yourself - to legal liability, failure to fully understand qualified domestic relations orders (QDROs) can result in a wide variety of consequences. Are you prepared to take that risk? This paralegal-focused guide teaches you the nuts and bolts of QDROs. Don't miss this opportunity to enhance your knowledge - register today!

  • Find out how to determine the plan type.
  • Build your understanding of common issues associated with defined contribution plans and defined benefit plans.
  • Discover the most effective ways to assist your attorney in drafting QDROs.
  • Clarify your role in seeking approval of a QDRO.

Abbreviated Agenda

  1. Determining What Type of Plan It Is
  2. Issues With Defined Contribution Plans
  3. Defined Benefit Plan Issues
  4. How to Assist Your Attorney in Preparing QDROs (With Samples)
  5. The Paralegal's Role in Seeking Approval, Working With Plan Administrators, and Monitoring Compliance
Product ID 99094

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in
  1. Determining What Type of Plan It Is

  2. Issues With Defined Contribution Plans

  3. Defined Benefit Plan Issues

    1. Differentiating Shared Interest vs. Separate Interest
    2. Determination of Marital Portion - Explained
    3. Survivor Benefits
    4. Other Common Defined Benefit QDRO Concerns
  4. How to Assist Your Attorney in Preparing QDROs (With Samples)

  5. The Paralegal's Role in Seeking Approval, Working With Plan Administrators, and Monitoring Compliance

Who Should Attend

This intermediate level course will help attendees build their comprehension of QDROs. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Aprille C Barker
Aprille C.
Barker
Ambrogi Law Office
Corinne Kaplan
Corinne
Kaplan
Kaplan Law Firm, S.C.
Speaker bio
Aprille C Barker

Aprille C. Barker

Ambrogi Law Office
Aprille Barker

is an independent paralegal contractor with Ambrogi Law Office in Manchester, New Hampshire. She is a dedicated legal professional with over a decade of hands-on litigation experience in drafting legal documents and contracts, ability to prioritize and multi-task ongoing caseloads, and exceptional attention to accuracy and detail. Ms. Barker combines strong analytical skills with a talent for creative problem solving, strengthened by a deep academic foundation in industrial organizational psychology. She is adept at leveraging new and changing technology. Ms. Barker is recognized for optimizing processes, leading multidisciplinary teams and cultivating professional relationships. She is eager to leverage a background of legal acumen and organizational strategy as a patent paralegal.

Speaker bio
Corinne Kaplan

Corinne Kaplan

Kaplan Law Firm, S.C.
Corinne Kaplan

is president/CEO of her southeastern Wisconsin based law firm, Kaplan Law Firm, S.C., founded in 1992. Additionally, she serves as a business and sport law professor teaching sport law, business law, accounting, tax, economics, ethics and human resources management. Ms. Kaplan also has taught at the University of Wisconsin-Milwaukee, Cardinal Stritch University, Milwaukee Area Technical College, Lakeland College, Indiana University-Bloomington, and other institutions. Her previous experience includes working in the tax department of Peat Marwick; serving as in-house counsel for the Kidder Peabody investment firm; and in the tax and sport departments for Davis & Kuelthau, S.C. law firm, as well as two domestic relations boutique firms. Ms. Kaplan has provided legal counsel for many sport industry and hospital based charitable organizations. She has published articles for Corporate Report Wisconsin, and other publications, and has frequently presented key note addresses, papers and seminars for National Business Institute, local bar associations, local management associations, business and management universities, Wisconsin Association of Independent Colleges and Universities, and the National Sport Lawyers Association. She earned her B.A. degree from Indiana University-Bloomington and her J.D. degree from Indiana University-Indianapolis. Ms. Kaplan is admitted to the State Bar of Wisconsin, and served as the 2010 president of the Ozaukee County Bar Association.

Top FAQs

What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.

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Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.

Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.

When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

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